SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308,547 shares; 2025Q3: 420,197 shares; 2025Q4: 190,339 shares 190,339 $15.8M 0.03% -229,858 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,959 shares; 2024Q4: 249,738 shares; 2025Q1: 424,039 shares; 2025Q2: 564,393 shares; 2025Q3: 562,578 shares; 2025Q4: 294,148 shares 294,148 $15.7M 0.03% -268,430 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,925 shares; 2024Q4: 127,906 shares; 2025Q1: 249,278 shares; 2025Q2: 249,853 shares; 2025Q3: 254,668 shares; 2025Q4: 314,039 shares 314,039 $15.7M 0.03% +59,371 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 11,691 shares; 2025Q1: not reported; 2025Q2: 14,544 shares; 2025Q3: 15,032 shares; 2025Q4: 42,191 shares 42,191 $15.6M 0.03% +27,159 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,759 shares; 2025Q4: 22,957 shares 22,957 $15.5M 0.03% +9,198 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,329 shares; 2024Q4: 120,634 shares; 2025Q1: 126,654 shares; 2025Q2: 130,504 shares; 2025Q3: 136,193 shares; 2025Q4: 126,703 shares 126,703 $15.5M 0.03% -9,490 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,794 shares; 2024Q4: 67,416 shares; 2025Q1: 69,012 shares; 2025Q2: 126,120 shares; 2025Q3: 136,003 shares; 2025Q4: 155,040 shares 155,040 $15.4M 0.03% +19,037 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,833 shares; 2024Q4: 38,466 shares; 2025Q1: 55,156 shares; 2025Q2: 227,352 shares; 2025Q3: 115,947 shares; 2025Q4: 128,389 shares 128,389 $15.3M 0.03% +12,442 Timeline FDN 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: 51,842 shares; 2024Q4: 53,805 shares; 2025Q1: 56,868 shares; 2025Q2: 54,788 shares; 2025Q3: 53,688 shares; 2025Q4: 56,782 shares 56,782 $15.3M 0.03% +3,094 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,564 shares; 2024Q4: 158,694 shares; 2025Q1: 174,844 shares; 2025Q2: 189,116 shares; 2025Q3: 187,231 shares; 2025Q4: 260,507 shares 260,507 $15.3M 0.03% +73,276 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: 32,306 shares; 2024Q4: 36,507 shares; 2025Q1: 152,881 shares; 2025Q2: 186,832 shares; 2025Q3: 185,849 shares; 2025Q4: 197,899 shares 197,899 $15.2M 0.03% +12,050 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,758 shares; 2025Q1: 50,512 shares; 2025Q2: 62,709 shares; 2025Q3: 63,423 shares; 2025Q4: 460,259 shares 460,259 $15.1M 0.03% +396,836 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,674 shares; 2024Q4: 296,126 shares; 2025Q1: 301,243 shares; 2025Q2: 297,541 shares; 2025Q3: 310,410 shares; 2025Q4: 316,403 shares 316,403 $15.1M 0.03% +5,993 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,612 shares; 2024Q4: 172,642 shares; 2025Q1: 186,130 shares; 2025Q2: 255,039 shares; 2025Q3: 254,498 shares; 2025Q4: 295,844 shares 295,844 $15.1M 0.03% +41,346 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,124 shares; 2024Q4: 86,588 shares; 2025Q1: 92,046 shares; 2025Q2: 96,520 shares; 2025Q3: 94,046 shares; 2025Q4: 93,753 shares 93,753 $15M 0.03% -293 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,138 shares; 2024Q4: 292,776 shares; 2025Q1: 333,529 shares; 2025Q2: 385,256 shares; 2025Q3: 383,472 shares; 2025Q4: 212,946 shares 212,946 $15M 0.03% -170,526 Timeline VOOG 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: 16,136 shares; 2024Q4: 19,244 shares; 2025Q1: 19,730 shares; 2025Q2: 18,713 shares; 2025Q3: 18,127 shares; 2025Q4: 33,635 shares 33,635 $15M 0.03% +15,508 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,613 shares; 2024Q4: 107,802 shares; 2025Q1: 101,663 shares; 2025Q2: 97,743 shares; 2025Q3: 102,679 shares; 2025Q4: 108,205 shares 108,205 $14.9M 0.03% +5,526 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,699 shares; 2024Q4: 126,832 shares; 2025Q1: 137,624 shares; 2025Q2: 115,352 shares; 2025Q3: 118,625 shares; 2025Q4: 146,058 shares 146,058 $14.9M 0.03% +27,433 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 38,764 shares; 2025Q4: 46,317 shares 46,317 $14.7M 0.03% +7,553 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,391 shares; 2024Q4: 107,654 shares; 2025Q1: 104,677 shares; 2025Q2: 108,580 shares; 2025Q3: 118,257 shares; 2025Q4: 163,080 shares 163,080 $14.7M 0.03% +44,823 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,515 shares; 2024Q4: 1,070,132 shares; 2025Q1: 1,020,762 shares; 2025Q2: 1,253,162 shares; 2025Q3: 1,148,981 shares; 2025Q4: 957,278 shares 957,278 $14.7M 0.03% -191,703 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,702 shares; 2024Q4: 67,707 shares; 2025Q1: 64,454 shares; 2025Q2: 78,665 shares; 2025Q3: 82,394 shares; 2025Q4: 78,891 shares 78,891 $14.6M 0.03% -3,503 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,432 shares; 2024Q4: 50,488 shares; 2025Q1: 49,950 shares; 2025Q2: 54,372 shares; 2025Q3: 58,617 shares; 2025Q4: 59,151 shares 59,151 $14.6M 0.03% +534 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: not reported; 2024Q4: 11,666 shares; 2025Q1: 108,757 shares; 2025Q2: 17,616 shares; 2025Q3: 104,680 shares; 2025Q4: 191,843 shares 191,843 $14.6M 0.03% +87,163 Timeline 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: 223,486 shares; 2025Q3: 203,383 shares; 2025Q4: 207,466 shares 207,466 $14.5M 0.03% +4,083 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,710 shares; 2025Q1: 74,039 shares; 2025Q2: 72,015 shares; 2025Q3: 62,423 shares; 2025Q4: 56,155 shares 56,155 $14.4M 0.03% -6,268 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: 126,193 shares; 2024Q4: 597,009 shares; 2025Q1: 518,949 shares; 2025Q2: 500,084 shares; 2025Q3: 381,195 shares; 2025Q4: 563,186 shares 563,186 $14.4M 0.03% +181,991 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165,600 shares; 2024Q4: 151,484 shares; 2025Q1: 191,766 shares; 2025Q2: 181,862 shares; 2025Q3: 171,711 shares; 2025Q4: 182,223 shares 182,223 $14.4M 0.03% +10,512 Timeline SCHD 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: 123,393 shares; 2024Q4: 443,228 shares; 2025Q1: 475,536 shares; 2025Q2: 413,294 shares; 2025Q3: 440,853 shares; 2025Q4: 523,834 shares 523,834 $14.4M 0.03% +82,981 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,133 shares; 2024Q4: 199,609 shares; 2025Q1: 227,971 shares; 2025Q2: 249,244 shares; 2025Q3: 257,671 shares; 2025Q4: 222,433 shares 222,433 $14.3M 0.03% -35,238 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,403 shares; 2024Q4: 45,258 shares; 2025Q1: 46,879 shares; 2025Q2: 48,555 shares; 2025Q3: 48,835 shares; 2025Q4: 40,547 shares 40,547 $14.2M 0.03% -8,288 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,298 shares; 2024Q4: 243,227 shares; 2025Q1: 260,535 shares; 2025Q2: 266,789 shares; 2025Q3: 273,830 shares; 2025Q4: 275,013 shares 275,013 $14.2M 0.03% +1,183 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,370 shares; 2024Q4: 119,203 shares; 2025Q1: 101,636 shares; 2025Q2: 124,345 shares; 2025Q3: 145,100 shares; 2025Q4: 154,926 shares 154,926 $14.2M 0.03% +9,826 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,734 shares; 2024Q4: 1,010,692 shares; 2025Q1: 869,143 shares; 2025Q2: 838,865 shares; 2025Q3: 717,932 shares; 2025Q4: 523,217 shares 523,217 $14.2M 0.03% -194,715 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,216 shares; 2024Q4: 843,849 shares; 2025Q1: 879,138 shares; 2025Q2: 895,784 shares; 2025Q3: 915,784 shares; 2025Q4: 964,548 shares 964,548 $14.1M 0.03% +48,764 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,916 shares; 2024Q4: 156,461 shares; 2025Q1: 158,093 shares; 2025Q2: 163,290 shares; 2025Q3: 172,850 shares; 2025Q4: 153,750 shares 153,750 $14.1M 0.03% -19,100 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,736 shares; 2024Q4: 933,059 shares; 2025Q1: 1,082,314 shares; 2025Q2: 1,150,167 shares; 2025Q3: 1,189,162 shares; 2025Q4: 1,190,498 shares 1,190,498 $14.1M 0.03% +1,336 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,554 shares; 2024Q4: 539,047 shares; 2025Q1: 534,849 shares; 2025Q2: 571,112 shares; 2025Q3: 213,769 shares; 2025Q4: 161,063 shares 161,063 $14M 0.03% -52,706 Timeline RMNY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,843 shares; 2025Q1: 60,777 shares; 2025Q2: 422,132 shares; 2025Q3: 278,238 shares; 2025Q4: 571,582 shares 571,582 $14M 0.03% +293,344 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,831 shares; 2024Q4: 520,734 shares; 2025Q1: 314,334 shares; 2025Q2: 269,231 shares; 2025Q3: 267,106 shares; 2025Q4: 219,412 shares 219,412 $14M 0.03% -47,694 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,441 shares; 2024Q4: 188,279 shares; 2025Q1: 241,151 shares; 2025Q2: 338,548 shares; 2025Q3: 340,812 shares; 2025Q4: 178,690 shares 178,690 $14M 0.03% -162,122 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,500 shares; 2024Q4: 264,893 shares; 2025Q1: 433,952 shares; 2025Q2: 386,769 shares; 2025Q3: 430,081 shares; 2025Q4: 272,979 shares 272,979 $14M 0.03% -157,102 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 40,314 shares; 2025Q2: 57,820 shares; 2025Q3: 57,035 shares; 2025Q4: 47,485 shares 47,485 $13.9M 0.03% -9,550 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,327 shares; 2024Q4: 161,972 shares; 2025Q1: 106,615 shares; 2025Q2: 120,665 shares; 2025Q3: 154,251 shares; 2025Q4: 324,794 shares 324,794 $13.9M 0.02% +170,543 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,297 shares; 2024Q4: 269,630 shares; 2025Q1: 300,096 shares; 2025Q2: 319,921 shares; 2025Q3: 338,026 shares; 2025Q4: 361,577 shares 361,577 $13.8M 0.02% +23,551 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,620 shares; 2024Q4: 338,517 shares; 2025Q1: 513,502 shares; 2025Q2: 546,696 shares; 2025Q3: 558,227 shares; 2025Q4: 511,152 shares 511,152 $13.8M 0.02% -47,075 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: 439,863 shares; 2024Q4: 434,598 shares; 2025Q1: 461,414 shares; 2025Q2: 491,554 shares; 2025Q3: 623,222 shares; 2025Q4: 764,268 shares 764,268 $13.8M 0.02% +141,046 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,482 shares; 2024Q4: 156,360 shares; 2025Q1: 173,314 shares; 2025Q2: 184,126 shares; 2025Q3: 189,105 shares; 2025Q4: 191,158 shares 191,158 $13.7M 0.02% +2,053 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,020 shares; 2024Q4: 132,781 shares; 2025Q1: 61,597 shares; 2025Q2: 60,786 shares; 2025Q3: 42,580 shares; 2025Q4: 42,297 shares 42,297 $13.7M 0.02% -283 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: 595,425 shares; 2024Q4: 585,452 shares; 2025Q1: 626,732 shares; 2025Q2: 645,225 shares; 2025Q3: 630,771 shares; 2025Q4: 712,193 shares 712,193 $13.6M 0.02% +81,422 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,397 shares; 2025Q3: 217,610 shares; 2025Q4: 161,250 shares 161,250 $13.6M 0.02% -56,360 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: 53,235 shares; 2024Q4: 53,634 shares; 2025Q1: 52,326 shares; 2025Q2: 49,685 shares; 2025Q3: 44,730 shares; 2025Q4: 47,191 shares 47,191 $13.6M 0.02% +2,461 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: 556,388 shares; 2024Q4: 555,710 shares; 2025Q1: 579,537 shares; 2025Q2: 565,495 shares; 2025Q3: 571,639 shares; 2025Q4: 578,392 shares 578,392 $13.5M 0.02% +6,753 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,943 shares; 2024Q4: 30,191 shares; 2025Q1: 48,932 shares; 2025Q2: 49,967 shares; 2025Q3: 43,675 shares; 2025Q4: 33,315 shares 33,315 $13.5M 0.02% -10,360 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: 22,582 shares; 2024Q4: 24,418 shares; 2025Q1: 348,591 shares; 2025Q2: 27,067 shares; 2025Q3: 364,215 shares; 2025Q4: 28,699 shares 28,699 $13.5M 0.02% -335,516 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,517 shares; 2025Q1: 178,099 shares; 2025Q2: 289,474 shares; 2025Q3: 266,479 shares; 2025Q4: 165,556 shares 165,556 $13.4M 0.02% -100,923 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,173 shares; 2024Q4: 292,532 shares; 2025Q1: 301,691 shares; 2025Q2: 321,508 shares; 2025Q3: 345,866 shares; 2025Q4: 390,582 shares 390,582 $13.4M 0.02% +44,716 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: 586,026 shares; 2024Q4: 577,968 shares; 2025Q1: 604,783 shares; 2025Q2: 588,294 shares; 2025Q3: 592,263 shares; 2025Q4: 604,975 shares 604,975 $13.4M 0.02% +12,712 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: 41,190 shares; 2024Q4: 39,179 shares; 2025Q1: 38,797 shares; 2025Q2: 131,567 shares; 2025Q3: 161,346 shares; 2025Q4: 152,117 shares 152,117 $13.3M 0.02% -9,229 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,153 shares; 2025Q4: 477,073 shares 477,073 $13.3M 0.02% +473,920 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 16,171 shares; 2025Q1: 16,260 shares; 2025Q2: 142,500 shares; 2025Q3: 85,481 shares; 2025Q4: 299,164 shares 299,164 $13.3M 0.02% +213,683 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: 42,568 shares; 2025Q2: 74,912 shares; 2025Q3: 86,128 shares; 2025Q4: 59,690 shares 59,690 $13.3M 0.02% -26,438 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,108 shares; 2024Q4: 111,709 shares; 2025Q1: 116,312 shares; 2025Q2: 191,140 shares; 2025Q3: 162,802 shares; 2025Q4: 273,307 shares 273,307 $13.2M 0.02% +110,505 Timeline IBDW 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: 611,771 shares; 2024Q4: 602,184 shares; 2025Q1: 633,961 shares; 2025Q2: 617,037 shares; 2025Q3: 619,809 shares; 2025Q4: 621,344 shares 621,344 $13.1M 0.02% +1,535 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 14,090 shares; 2025Q1: 16,536 shares; 2025Q2: 20,243 shares; 2025Q3: 19,051 shares; 2025Q4: 588,252 shares 588,252 $13.1M 0.02% +569,201 Timeline IBDY 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: 492,452 shares; 2024Q4: 484,637 shares; 2025Q1: 505,194 shares; 2025Q2: 492,919 shares; 2025Q3: 494,145 shares; 2025Q4: 501,711 shares 501,711 $13.1M 0.02% +7,566 Timeline IBDX 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: 504,849 shares; 2024Q4: 495,937 shares; 2025Q1: 515,775 shares; 2025Q2: 504,136 shares; 2025Q3: 506,927 shares; 2025Q4: 513,140 shares 513,140 $13.1M 0.02% +6,213 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,725 shares; 2024Q4: 48,097 shares; 2025Q1: 46,240 shares; 2025Q2: 50,356 shares; 2025Q3: 46,855 shares; 2025Q4: 47,499 shares 47,499 $13.1M 0.02% +644 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,801 shares; 2024Q4: 144,904 shares; 2025Q1: 271,722 shares; 2025Q2: 324,771 shares; 2025Q3: 355,531 shares; 2025Q4: 215,260 shares 215,260 $12.9M 0.02% -140,271 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: 362,352 shares; 2024Q4: 365,917 shares; 2025Q1: 422,126 shares; 2025Q2: 604,464 shares; 2025Q3: 623,914 shares; 2025Q4: 670,230 shares 670,230 $12.9M 0.02% +46,316 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,258 shares; 2024Q4: 138,237 shares; 2025Q1: 151,381 shares; 2025Q2: 157,942 shares; 2025Q3: 179,469 shares; 2025Q4: 188,557 shares 188,557 $12.8M 0.02% +9,088 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 244,938 shares; 2025Q3: 736,168 shares; 2025Q4: 490,183 shares 490,183 $12.8M 0.02% -245,985 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: 128,824 shares; 2024Q4: 198,702 shares; 2025Q1: 207,080 shares; 2025Q2: 158,065 shares; 2025Q3: 58,857 shares; 2025Q4: 41,668 shares 41,668 $12.8M 0.02% -17,189 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,984 shares; 2024Q4: 163,168 shares; 2025Q1: 217,673 shares; 2025Q2: 266,658 shares; 2025Q3: 306,222 shares; 2025Q4: 171,534 shares 171,534 $12.7M 0.02% -134,688 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,984 shares; 2025Q4: 594,351 shares 594,351 $12.7M 0.02% +529,367 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,387 shares; 2024Q4: 59,853 shares; 2025Q1: 98,576 shares; 2025Q2: 109,601 shares; 2025Q3: 84,123 shares; 2025Q4: 125,804 shares 125,804 $12.6M 0.02% +41,681 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,463 shares; 2024Q4: 644,984 shares; 2025Q1: 507,540 shares; 2025Q2: 445,258 shares; 2025Q3: 422,724 shares; 2025Q4: 238,035 shares 238,035 $12.6M 0.02% -184,689 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,204 shares; 2024Q4: 108,553 shares; 2025Q1: 133,554 shares; 2025Q2: 134,937 shares; 2025Q3: 138,471 shares; 2025Q4: 150,513 shares 150,513 $12.6M 0.02% +12,042 Timeline VGIT 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: 189,325 shares; 2024Q4: 172,017 shares; 2025Q1: 113,398 shares; 2025Q2: 151,253 shares; 2025Q3: 140,674 shares; 2025Q4: 209,018 shares 209,018 $12.5M 0.02% +68,344 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 247,976 shares; 2025Q4: 240,686 shares 240,686 $12.5M 0.02% -7,290 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,335 shares; 2024Q4: 152,473 shares; 2025Q1: 175,118 shares; 2025Q2: 196,702 shares; 2025Q3: 231,441 shares; 2025Q4: 316,664 shares 316,664 $12.5M 0.02% +85,223 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,112 shares; 2024Q4: 190,900 shares; 2025Q1: 194,754 shares; 2025Q2: 198,977 shares; 2025Q3: 197,078 shares; 2025Q4: 280,408 shares 280,408 $12.4M 0.02% +83,330 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,257 shares; 2024Q4: 51,022 shares; 2025Q1: 88,638 shares; 2025Q2: 103,235 shares; 2025Q3: 124,077 shares; 2025Q4: 145,692 shares 145,692 $12.4M 0.02% +21,615 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,770 shares; 2024Q4: 221,667 shares; 2025Q1: 231,454 shares; 2025Q2: 243,871 shares; 2025Q3: 264,432 shares; 2025Q4: 287,380 shares 287,380 $12.3M 0.02% +22,948 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,037 shares; 2025Q3: 119,886 shares; 2025Q4: 150,008 shares 150,008 $12.3M 0.02% +30,122 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,957 shares; 2024Q4: 30,647 shares; 2025Q1: 33,937 shares; 2025Q2: 42,081 shares; 2025Q3: 41,668 shares; 2025Q4: 41,552 shares 41,552 $12.3M 0.02% -116 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,893 shares; 2025Q2: 54,886 shares; 2025Q3: 32,469 shares; 2025Q4: 171,128 shares 171,128 $12.3M 0.02% +138,659 Timeline HERD 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: 72,901 shares; 2024Q4: 80,581 shares; 2025Q1: 82,575 shares; 2025Q2: 76,050 shares; 2025Q3: 72,506 shares; 2025Q4: 281,443 shares 281,443 $12.2M 0.02% +208,937 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,509 shares; 2024Q4: 147,490 shares; 2025Q1: 139,673 shares; 2025Q2: 155,331 shares; 2025Q3: 133,843 shares; 2025Q4: 204,034 shares 204,034 $12.2M 0.02% +70,191 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,508 shares; 2024Q4: 374,985 shares; 2025Q1: 381,409 shares; 2025Q2: 386,402 shares; 2025Q3: 389,060 shares; 2025Q4: 406,508 shares 406,508 $12.2M 0.02% +17,448 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,666 shares; 2024Q4: 52,147 shares; 2025Q1: 128,448 shares; 2025Q2: 182,572 shares; 2025Q3: 233,685 shares; 2025Q4: 261,684 shares 261,684 $12.2M 0.02% +27,999 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,227 shares; 2024Q4: 221,979 shares; 2025Q1: 170,774 shares; 2025Q2: 122,913 shares; 2025Q3: 121,110 shares; 2025Q4: 81,239 shares 81,239 $12.2M 0.02% -39,871 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 52,416 shares 52,416 $12.2M 0.02% +52,358 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,247 shares; 2025Q2: 48,763 shares; 2025Q3: 40,828 shares; 2025Q4: 59,409 shares 59,409 $12.2M 0.02% +18,581 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,838 shares; 2024Q4: 297,586 shares; 2025Q1: 295,793 shares; 2025Q2: 307,626 shares; 2025Q3: 280,223 shares; 2025Q4: 227,567 shares 227,567 $12.1M 0.02% -52,656 Timeline SFLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 411,874 shares 411,874 $12.1M 0.02% +406,920 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 202,261 shares 202,261 $12.1M 0.02% +201,805 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 6,092 shares; 2025Q4: 221,181 shares 221,181 $12.1M 0.02% +215,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714,944 shares; 2025Q4: 695,695 shares 695,695 $12M 0.02% -19,249 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211,014 shares; 2025Q1: 270,576 shares; 2025Q2: 294,606 shares; 2025Q3: 442,520 shares; 2025Q4: 137,120 shares 137,120 $12M 0.02% -305,400 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,721 shares; 2025Q4: 74,368 shares 74,368 $12M 0.02% +69,647 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,480 shares; 2024Q4: 16,730 shares; 2025Q1: not reported; 2025Q2: 23,604 shares; 2025Q3: 11,007 shares; 2025Q4: 49,479 shares 49,479 $12M 0.02% +38,472 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,484 shares; 2024Q4: 48,858 shares; 2025Q1: 139,687 shares; 2025Q2: 101,370 shares; 2025Q3: 127,351 shares; 2025Q4: 115,482 shares 115,482 $12M 0.02% -11,869 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,098 shares; 2024Q4: 55,777 shares; 2025Q1: 60,117 shares; 2025Q2: 57,952 shares; 2025Q3: 61,318 shares; 2025Q4: 61,714 shares 61,714 $11.9M 0.02% +396 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,976 shares; 2025Q3: 351,669 shares; 2025Q4: 702,109 shares 702,109 $11.9M 0.02% +350,440 Timeline SCHG 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: 65,562 shares; 2024Q4: 284,563 shares; 2025Q1: 341,357 shares; 2025Q2: 350,744 shares; 2025Q3: 362,595 shares; 2025Q4: 365,690 shares 365,690 $11.9M 0.02% +3,095 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,203 shares; 2025Q1: 70,439 shares; 2025Q2: 69,038 shares; 2025Q3: 52,395 shares; 2025Q4: 50,858 shares 50,858 $11.9M 0.02% -1,537 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,363 shares; 2024Q4: 29,938 shares; 2025Q1: 63,372 shares; 2025Q2: 70,142 shares; 2025Q3: 61,246 shares; 2025Q4: 112,740 shares 112,740 $11.9M 0.02% +51,494 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,105 shares; 2024Q4: 90,895 shares; 2025Q1: 108,066 shares; 2025Q2: 123,829 shares; 2025Q3: 170,634 shares; 2025Q4: 137,751 shares 137,751 $11.9M 0.02% -32,883 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,974 shares; 2024Q4: 46,178 shares; 2025Q1: 90,568 shares; 2025Q2: 87,544 shares; 2025Q3: 93,418 shares; 2025Q4: 41,207 shares 41,207 $11.9M 0.02% -52,211 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,086 shares 181,086 $11.9M 0.02% new Timeline VAL VALARIS LTD More: the full row for VALARIS 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: 312,002 shares; 2025Q3: 436,734 shares; 2025Q4: 234,852 shares 234,852 $11.8M 0.02% -201,882 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: 117,491 shares; 2024Q4: 112,453 shares; 2025Q1: 116,827 shares; 2025Q2: 92,675 shares; 2025Q3: 87,935 shares; 2025Q4: 86,879 shares 86,879 $11.8M 0.02% -1,056 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,786 shares; 2024Q4: 22,734 shares; 2025Q1: 26,078 shares; 2025Q2: 55,703 shares; 2025Q3: 72,379 shares; 2025Q4: 72,429 shares 72,429 $11.8M 0.02% +50 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,712 shares; 2025Q3: 297,840 shares; 2025Q4: 427,545 shares 427,545 $11.8M 0.02% +129,705 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,590 shares; 2024Q4: 58,872 shares; 2025Q1: 64,506 shares; 2025Q2: 64,776 shares; 2025Q3: 73,779 shares; 2025Q4: 73,598 shares 73,598 $11.8M 0.02% -181 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: 116,991 shares; 2024Q4: 186,009 shares; 2025Q1: 120,779 shares; 2025Q2: 124,852 shares; 2025Q3: 145,373 shares; 2025Q4: 173,802 shares 173,802 $11.7M 0.02% +28,429 Timeline SPYM 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: 105,838 shares; 2024Q4: 113,022 shares; 2025Q1: 120,313 shares; 2025Q2: 129,109 shares; 2025Q3: 129,252 shares; 2025Q4: 145,023 shares 145,023 $11.6M 0.02% +15,771 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,424 shares; 2024Q4: 605,144 shares; 2025Q1: 565,045 shares; 2025Q2: 330,498 shares; 2025Q3: 165,031 shares; 2025Q4: 147,546 shares 147,546 $11.6M 0.02% -17,485 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,825 shares; 2025Q4: 44,875 shares 44,875 $11.5M 0.02% +14,050 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: 205,252 shares; 2024Q4: 282,002 shares; 2025Q1: 290,145 shares; 2025Q2: 125,349 shares; 2025Q3: 311,265 shares; 2025Q4: 183,320 shares 183,320 $11.5M 0.02% -127,945 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,088 shares; 2024Q4: 18,210 shares; 2025Q1: 17,609 shares; 2025Q2: 17,948 shares; 2025Q3: 18,451 shares; 2025Q4: 19,661 shares 19,661 $11.4M 0.02% +1,210 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,877 shares; 2024Q4: 132,211 shares; 2025Q1: 165,805 shares; 2025Q2: 88,606 shares; 2025Q3: 151,931 shares; 2025Q4: 61,543 shares 61,543 $11.4M 0.02% -90,388 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,475 shares; 2024Q4: 209,568 shares; 2025Q1: 218,419 shares; 2025Q2: 206,149 shares; 2025Q3: 201,587 shares; 2025Q4: 197,148 shares 197,148 $11.4M 0.02% -4,439 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,148 shares; 2024Q4: 12,515 shares; 2025Q1: 35,910 shares; 2025Q2: 49,033 shares; 2025Q3: 47,282 shares; 2025Q4: 46,731 shares 46,731 $11.4M 0.02% -551 Timeline HDEF 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: 385,921 shares; 2024Q4: 395,012 shares; 2025Q1: 414,490 shares; 2025Q2: 412,365 shares; 2025Q3: 350,272 shares; 2025Q4: 365,685 shares 365,685 $11.3M 0.02% +15,413 Timeline GSLC 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: 45,578 shares; 2024Q4: 48,532 shares; 2025Q1: 48,335 shares; 2025Q2: 61,637 shares; 2025Q3: 79,167 shares; 2025Q4: 85,108 shares 85,108 $11.3M 0.02% +5,941 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,393 shares; 2024Q4: 90,901 shares; 2025Q1: 117,326 shares; 2025Q2: 115,626 shares; 2025Q3: 147,428 shares; 2025Q4: 86,411 shares 86,411 $11.2M 0.02% -61,017 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216,974 shares 216,974 $11.2M 0.02% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181,077 shares; 2025Q2: 186,639 shares; 2025Q3: 179,962 shares; 2025Q4: 228,636 shares 228,636 $11.1M 0.02% +48,674 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,681 shares; 2025Q3: 111,890 shares; 2025Q4: 90,449 shares 90,449 $11.1M 0.02% -21,441 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,988 shares; 2024Q4: 74,827 shares; 2025Q1: 36,452 shares; 2025Q2: 38,522 shares; 2025Q3: 37,190 shares; 2025Q4: 54,643 shares 54,643 $11.1M 0.02% +17,453 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,613 shares; 2024Q4: 23,791 shares; 2025Q1: 23,603 shares; 2025Q2: 21,978 shares; 2025Q3: 19,963 shares; 2025Q4: 167,466 shares 167,466 $11M 0.02% +147,503 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,555 shares; 2024Q4: 217,404 shares; 2025Q1: 212,949 shares; 2025Q2: 210,644 shares; 2025Q3: 208,232 shares; 2025Q4: 198,366 shares 198,366 $11M 0.02% -9,866 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,719 shares; 2024Q4: 70,485 shares; 2025Q1: 110,615 shares; 2025Q2: 268,090 shares; 2025Q3: 236,247 shares; 2025Q4: 215,564 shares 215,564 $11M 0.02% -20,683 Timeline CFA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,940 shares; 2025Q4: 120,500 shares 120,500 $11M 0.02% +114,560 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,798 shares; 2024Q4: 437,397 shares; 2025Q1: 471,549 shares; 2025Q2: 432,746 shares; 2025Q3: 315,007 shares; 2025Q4: 298,876 shares 298,876 $10.9M 0.02% -16,131 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,827 shares; 2024Q4: 21,993 shares; 2025Q1: 21,452 shares; 2025Q2: 24,633 shares; 2025Q3: 490,905 shares; 2025Q4: 539,577 shares 539,577 $10.9M 0.02% +48,672 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,335 shares; 2024Q4: 86,355 shares; 2025Q1: 128,691 shares; 2025Q2: 154,729 shares; 2025Q3: 117,324 shares; 2025Q4: 120,928 shares 120,928 $10.9M 0.02% +3,604 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,099 shares; 2024Q4: 76,447 shares; 2025Q1: 84,363 shares; 2025Q2: 70,560 shares; 2025Q3: 66,334 shares; 2025Q4: 88,893 shares 88,893 $10.9M 0.02% +22,559 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 470,362 shares; 2025Q1: 796,091 shares; 2025Q2: 842,690 shares; 2025Q3: 840,920 shares; 2025Q4: 1,307,985 shares 1,307,985 $10.9M 0.02% +467,065 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: 89,274 shares; 2024Q4: 21,001 shares; 2025Q1: 20,959 shares; 2025Q2: 26,401 shares; 2025Q3: 23,186 shares; 2025Q4: 41,723 shares 41,723 $10.9M 0.02% +18,537 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,947 shares; 2024Q4: 104,616 shares; 2025Q1: 107,299 shares; 2025Q2: 114,233 shares; 2025Q3: 108,640 shares; 2025Q4: 239,671 shares 239,671 $10.8M 0.02% +131,031 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,343 shares; 2024Q4: 144,076 shares; 2025Q1: 136,069 shares; 2025Q2: 146,484 shares; 2025Q3: 144,586 shares; 2025Q4: 212,915 shares 212,915 $10.8M 0.02% +68,329 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 9,163 shares; 2025Q4: 182,418 shares 182,418 $10.7M 0.02% +173,255 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,367 shares; 2024Q4: 145,209 shares; 2025Q1: 102,958 shares; 2025Q2: 114,682 shares; 2025Q3: 112,784 shares; 2025Q4: 107,993 shares 107,993 $10.7M 0.02% -4,791 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 10,528 shares; 2025Q1: 16,944 shares; 2025Q2: 17,623 shares; 2025Q3: 40,994 shares; 2025Q4: 41,206 shares 41,206 $10.7M 0.02% +212 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 389,137 shares; 2025Q1: 408,984 shares; 2025Q2: 434,144 shares; 2025Q3: 572,785 shares; 2025Q4: 400,296 shares 400,296 $10.6M 0.02% -172,489 Timeline IXUS 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: 161,605 shares; 2024Q4: 103,548 shares; 2025Q1: 120,083 shares; 2025Q2: 123,020 shares; 2025Q3: 128,150 shares; 2025Q4: 125,283 shares 125,283 $10.6M 0.02% -2,867 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,206 shares; 2024Q4: 176,139 shares; 2025Q1: 185,238 shares; 2025Q2: 63,093 shares; 2025Q3: 98,260 shares; 2025Q4: 130,864 shares 130,864 $10.5M 0.02% +32,604 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 16,577 shares; 2025Q1: 92,192 shares; 2025Q2: 95,500 shares; 2025Q3: 90,774 shares; 2025Q4: 95,619 shares 95,619 $10.5M 0.02% +4,845 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,482 shares; 2024Q4: 590,104 shares; 2025Q1: 585,604 shares; 2025Q2: 589,204 shares; 2025Q3: 578,500 shares; 2025Q4: 559,017 shares 559,017 $10.5M 0.02% -19,483 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: not reported; 2024Q4: not reported; 2025Q1: 27,616 shares; 2025Q2: 19,531 shares; 2025Q3: 24,737 shares; 2025Q4: 45,958 shares 45,958 $10.4M 0.02% +21,221 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808,798 shares; 2024Q4: 795,667 shares; 2025Q1: 752,607 shares; 2025Q2: 750,210 shares; 2025Q3: 772,466 shares; 2025Q4: 688,895 shares 688,895 $10.3M 0.02% -83,571 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,535 shares; 2025Q1: 38,811 shares; 2025Q2: 152,859 shares; 2025Q3: 156,234 shares; 2025Q4: 91,229 shares 91,229 $10.3M 0.02% -65,005 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,483 shares; 2024Q4: 61,326 shares; 2025Q1: 61,378 shares; 2025Q2: 62,264 shares; 2025Q3: 60,770 shares; 2025Q4: 50,167 shares 50,167 $10.3M 0.02% -10,603 Timeline HYG 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: 131,597 shares; 2024Q4: 134,190 shares; 2025Q1: 137,998 shares; 2025Q2: 141,910 shares; 2025Q3: 136,008 shares; 2025Q4: 126,242 shares 126,242 $10.2M 0.02% -9,766 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS 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: 379,157 shares; 2025Q3: 745,958 shares; 2025Q4: 557,866 shares 557,866 $10.2M 0.02% -188,092 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,434 shares; 2024Q4: 152,802 shares; 2025Q1: 169,644 shares; 2025Q2: 184,021 shares; 2025Q3: 189,800 shares; 2025Q4: 189,137 shares 189,137 $10.1M 0.02% -663 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,613 shares; 2024Q4: 56,020 shares; 2025Q1: 57,754 shares; 2025Q2: 79,564 shares; 2025Q3: 83,040 shares; 2025Q4: 81,007 shares 81,007 $10.1M 0.02% -2,033 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,426 shares; 2024Q4: 38,873 shares; 2025Q1: 32,636 shares; 2025Q2: 31,109 shares; 2025Q3: 36,372 shares; 2025Q4: 32,456 shares 32,456 $10.1M 0.02% -3,916 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,024 shares; 2024Q4: 779,071 shares; 2025Q1: 818,059 shares; 2025Q2: 840,728 shares; 2025Q3: 848,134 shares; 2025Q4: 793,031 shares 793,031 $10M 0.02% -55,103 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,667 shares; 2024Q4: 188,444 shares; 2025Q1: 190,712 shares; 2025Q2: 171,285 shares; 2025Q3: 184,244 shares; 2025Q4: 193,497 shares 193,497 $10M 0.02% +9,253 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,152 shares; 2024Q4: 20,964 shares; 2025Q1: 78,232 shares; 2025Q2: 76,992 shares; 2025Q3: 77,694 shares; 2025Q4: 97,728 shares 97,728 $10M 0.02% +20,034 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: 39,883 shares; 2024Q4: 39,146 shares; 2025Q1: 38,865 shares; 2025Q2: 42,896 shares; 2025Q3: 44,121 shares; 2025Q4: 44,430 shares 44,430 $9.92M 0.02% +309 Timeline DNL 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: 66,164 shares; 2025Q1: 40,968 shares; 2025Q2: 35,910 shares; 2025Q3: 44,415 shares; 2025Q4: 240,226 shares 240,226 $9.9M 0.02% +195,811 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,029 shares; 2024Q4: 147,012 shares; 2025Q1: 145,707 shares; 2025Q2: 181,432 shares; 2025Q3: 163,780 shares; 2025Q4: 196,815 shares 196,815 $9.9M 0.02% +33,035 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: 24,971 shares; 2024Q4: 37,135 shares; 2025Q1: 48,465 shares; 2025Q2: 164,654 shares; 2025Q3: 150,485 shares; 2025Q4: 152,616 shares 152,616 $9.89M 0.02% +2,131 Timeline NCNO NCINO INC More: the full row for NCINO 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: 230,650 shares; 2025Q4: 383,812 shares 383,812 $9.84M 0.02% +153,162 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 10,371 shares; 2025Q1: not reported; 2025Q2: 51,326 shares; 2025Q3: 46,776 shares; 2025Q4: 56,391 shares 56,391 $9.71M 0.02% +9,615 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: 46,449 shares; 2024Q4: 48,502 shares; 2025Q1: 48,165 shares; 2025Q2: 207,071 shares; 2025Q3: 214,012 shares; 2025Q4: 217,454 shares 217,454 $9.65M 0.02% +3,442 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,222 shares; 2025Q4: 33,094 shares 33,094 $9.6M 0.02% +28,872 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: 88,611 shares; 2024Q4: 88,407 shares; 2025Q1: 428,724 shares; 2025Q2: 416,195 shares; 2025Q3: 418,010 shares; 2025Q4: 477,992 shares 477,992 $9.58M 0.02% +59,982 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,613 shares; 2024Q4: 38,431 shares; 2025Q1: 40,451 shares; 2025Q2: 42,126 shares; 2025Q3: 40,637 shares; 2025Q4: 40,438 shares 40,438 $9.54M 0.02% -199 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777,274 shares; 2025Q1: 755,712 shares; 2025Q2: 1,090,860 shares; 2025Q3: 1,761,501 shares; 2025Q4: 831,774 shares 831,774 $9.52M 0.02% -929,727 Timeline SKYY 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: 55,091 shares; 2024Q4: 63,422 shares; 2025Q1: 62,105 shares; 2025Q2: 62,874 shares; 2025Q3: 65,733 shares; 2025Q4: 72,163 shares 72,163 $9.39M 0.02% +6,430 Timeline RMCA TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,695 shares; 2024Q4: 489,396 shares; 2025Q1: 488,859 shares; 2025Q2: 511,723 shares; 2025Q3: 251,023 shares; 2025Q4: 387,791 shares 387,791 $9.37M 0.02% +136,768 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,827 shares; 2024Q4: 158,430 shares; 2025Q1: 161,044 shares; 2025Q2: 159,450 shares; 2025Q3: 158,090 shares; 2025Q4: 159,920 shares 159,920 $9.36M 0.02% +1,830 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,467 shares; 2024Q4: 74,325 shares; 2025Q1: 65,967 shares; 2025Q2: 109,000 shares; 2025Q3: 174,129 shares; 2025Q4: 180,133 shares 180,133 $9.33M 0.02% +6,004 Timeline ESGD 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: 71,861 shares; 2024Q4: 74,172 shares; 2025Q1: 73,908 shares; 2025Q2: 77,141 shares; 2025Q3: 78,352 shares; 2025Q4: 97,644 shares 97,644 $9.28M 0.02% +19,292 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,553 shares; 2024Q4: 123,716 shares; 2025Q1: 137,768 shares; 2025Q2: 128,681 shares; 2025Q3: 130,989 shares; 2025Q4: 209,289 shares 209,289 $9.28M 0.02% +78,300 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,825 shares; 2024Q4: 141,670 shares; 2025Q1: 138,771 shares; 2025Q2: 136,341 shares; 2025Q3: 202,097 shares; 2025Q4: 324,110 shares 324,110 $9.27M 0.02% +122,013 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,988 shares; 2024Q4: 79,613 shares; 2025Q1: 158,267 shares; 2025Q2: 354,112 shares; 2025Q3: 357,428 shares; 2025Q4: 352,073 shares 352,073 $9.23M 0.02% -5,355 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 414,272 shares 414,272 $9.21M 0.02% new 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: 94,258 shares; 2025Q2: 136,189 shares; 2025Q3: 125,350 shares; 2025Q4: 83,286 shares 83,286 $9.14M 0.02% -42,064 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,983 shares; 2024Q4: 70,218 shares; 2025Q1: 35,025 shares; 2025Q2: 32,529 shares; 2025Q3: 33,200 shares; 2025Q4: 111,243 shares 111,243 $9.12M 0.02% +78,043 Timeline SPYX 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: 254,393 shares; 2024Q4: 254,835 shares; 2025Q1: 254,853 shares; 2025Q2: 158,132 shares; 2025Q3: 157,497 shares; 2025Q4: 161,929 shares 161,929 $9.1M 0.02% +4,432 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,439 shares; 2024Q4: 24,174 shares; 2025Q1: 27,187 shares; 2025Q2: 33,650 shares; 2025Q3: 31,972 shares; 2025Q4: 31,330 shares 31,330 $9.09M 0.02% -642 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 443,276 shares; 2025Q3: 464,984 shares; 2025Q4: 624,044 shares 624,044 $9.07M 0.02% +159,060 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,145 shares; 2024Q4: 174,384 shares; 2025Q1: 242,457 shares; 2025Q2: 835,456 shares; 2025Q3: 929,605 shares; 2025Q4: 606,503 shares 606,503 $9.06M 0.02% -323,102 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,051 shares; 2024Q4: 134,301 shares; 2025Q1: 140,819 shares; 2025Q2: 114,073 shares; 2025Q3: 71,065 shares; 2025Q4: 66,495 shares 66,495 $9.05M 0.02% -4,570 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,812 shares; 2024Q4: 45,266 shares; 2025Q1: 46,643 shares; 2025Q2: 48,878 shares; 2025Q3: 63,064 shares; 2025Q4: 69,863 shares 69,863 $9.02M 0.02% +6,799 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,964 shares; 2024Q4: 29,576 shares; 2025Q1: 22,581 shares; 2025Q2: 159,258 shares; 2025Q3: 172,048 shares; 2025Q4: 181,634 shares 181,634 $8.98M 0.02% +9,586 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,370 shares; 2025Q3: 10,828 shares; 2025Q4: 14,382 shares 14,382 $8.96M 0.02% +3,554 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,585 shares; 2025Q1: 18,231 shares; 2025Q2: 16,229 shares; 2025Q3: 16,424 shares; 2025Q4: 36,758 shares 36,758 $8.87M 0.02% +20,334 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,897 shares; 2024Q4: 21,235 shares; 2025Q1: 21,379 shares; 2025Q2: 27,223 shares; 2025Q3: 31,186 shares; 2025Q4: 391,520 shares 391,520 $8.86M 0.02% +360,334 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,381 shares; 2024Q4: 146,995 shares; 2025Q1: 146,547 shares; 2025Q2: 144,025 shares; 2025Q3: 136,764 shares; 2025Q4: 133,117 shares 133,117 $8.85M 0.02% -3,647 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,090 shares; 2024Q4: 21,444 shares; 2025Q1: 14,682 shares; 2025Q2: 20,562 shares; 2025Q3: 16,081 shares; 2025Q4: 18,957 shares 18,957 $8.85M 0.02% +2,876 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,976 shares; 2024Q4: 86,671 shares; 2025Q1: 85,746 shares; 2025Q2: 117,645 shares; 2025Q3: 121,783 shares; 2025Q4: 164,678 shares 164,678 $8.8M 0.02% +42,895 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,610 shares; 2024Q4: 164,798 shares; 2025Q1: 137,381 shares; 2025Q2: 422,156 shares; 2025Q3: 400,616 shares; 2025Q4: 377,673 shares 377,673 $8.76M 0.02% -22,943 Timeline BBJP 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: 34,274 shares; 2024Q4: 20,456 shares; 2025Q1: 19,697 shares; 2025Q2: 20,955 shares; 2025Q3: 21,122 shares; 2025Q4: 132,276 shares 132,276 $8.72M 0.02% +111,154 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,763 shares; 2025Q1: 239,764 shares; 2025Q2: 230,755 shares; 2025Q3: 226,917 shares; 2025Q4: 226,549 shares 226,549 $8.69M 0.02% -368 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,921 shares; 2024Q4: 26,785 shares; 2025Q1: 25,975 shares; 2025Q2: 27,909 shares; 2025Q3: 21,681 shares; 2025Q4: 22,279 shares 22,279 $8.67M 0.02% +598 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,420 shares; 2024Q4: 87,627 shares; 2025Q1: 90,509 shares; 2025Q2: 70,500 shares; 2025Q3: 79,117 shares; 2025Q4: 118,997 shares 118,997 $8.65M 0.02% +39,880 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,256 shares; 2024Q4: 41,457 shares; 2025Q1: 40,806 shares; 2025Q2: 67,955 shares; 2025Q3: 79,323 shares; 2025Q4: 89,296 shares 89,296 $8.6M 0.02% +9,973 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,517 shares; 2024Q4: 285,472 shares; 2025Q1: 383,389 shares; 2025Q2: 366,130 shares; 2025Q3: 354,341 shares; 2025Q4: 483,946 shares 483,946 $8.55M 0.02% +129,605 Timeline FFEB 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: 42,132 shares; 2024Q4: 41,886 shares; 2025Q1: 48,266 shares; 2025Q2: 47,661 shares; 2025Q3: 47,224 shares; 2025Q4: 150,992 shares 150,992 $8.55M 0.02% +103,768 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,133 shares; 2024Q4: 45,680 shares; 2025Q1: 39,284 shares; 2025Q2: 55,940 shares; 2025Q3: 57,685 shares; 2025Q4: 85,514 shares 85,514 $8.55M 0.02% +27,829 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,856 shares; 2024Q4: 384,771 shares; 2025Q1: 400,726 shares; 2025Q2: 405,254 shares; 2025Q3: 420,744 shares; 2025Q4: 405,656 shares 405,656 $8.54M 0.02% -15,088 Timeline GSEW 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: 45,349 shares; 2025Q2: 133,092 shares; 2025Q3: 118,590 shares; 2025Q4: 100,265 shares 100,265 $8.53M 0.02% -18,325 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,173 shares; 2024Q4: 520,306 shares; 2025Q1: 862,074 shares; 2025Q2: 519,399 shares; 2025Q3: 813,910 shares; 2025Q4: 758,057 shares 758,057 $8.52M 0.02% -55,853 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 12,296 shares; 2025Q1: 15,576 shares; 2025Q2: 21,007 shares; 2025Q3: 22,126 shares; 2025Q4: 45,510 shares 45,510 $8.48M 0.02% +23,384 Timeline FJAN 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: 22,699 shares; 2024Q4: 22,523 shares; 2025Q1: 25,964 shares; 2025Q2: 25,843 shares; 2025Q3: 25,366 shares; 2025Q4: 163,363 shares 163,363 $8.45M 0.02% +137,997 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: 24,028 shares; 2024Q4: 25,223 shares; 2025Q1: 23,454 shares; 2025Q2: 41,749 shares; 2025Q3: 33,645 shares; 2025Q4: 46,918 shares 46,918 $8.45M 0.02% +13,273 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: 27,710 shares; 2024Q4: 148,427 shares; 2025Q1: 147,089 shares; 2025Q2: 167,314 shares; 2025Q3: 164,362 shares; 2025Q4: 168,285 shares 168,285 $8.42M 0.02% +3,923 Timeline EFAX 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: 97,255 shares; 2024Q4: 97,560 shares; 2025Q1: 97,560 shares; 2025Q2: 97,560 shares; 2025Q3: 97,560 shares; 2025Q4: 166,460 shares 166,460 $8.4M 0.02% +68,900 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,834 shares; 2024Q4: 64,902 shares; 2025Q1: 76,069 shares; 2025Q2: 176,984 shares; 2025Q3: 243,420 shares; 2025Q4: 165,989 shares 165,989 $8.39M 0.02% -77,431 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,996 shares; 2025Q2: 143,911 shares; 2025Q3: 145,919 shares; 2025Q4: 147,857 shares 147,857 $8.38M 0.02% +1,938 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,307 shares; 2024Q4: 66,518 shares; 2025Q1: 68,842 shares; 2025Q2: 69,248 shares; 2025Q3: 80,414 shares; 2025Q4: 55,137 shares 55,137 $8.38M 0.02% -25,277 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,711 shares; 2024Q4: 97,045 shares; 2025Q1: 90,526 shares; 2025Q2: 100,785 shares; 2025Q3: 87,207 shares; 2025Q4: 184,313 shares 184,313 $8.36M 0.02% +97,106 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: 114,489 shares; 2024Q4: 113,878 shares; 2025Q1: 96,377 shares; 2025Q2: 91,987 shares; 2025Q3: 102,816 shares; 2025Q4: 88,782 shares 88,782 $8.34M 0.02% -14,034 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,675 shares; 2024Q4: 38,594 shares; 2025Q1: 40,694 shares; 2025Q2: 40,685 shares; 2025Q3: 39,874 shares; 2025Q4: 39,978 shares 39,978 $8.3M 0.01% +104 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,059 shares; 2024Q4: 89,700 shares; 2025Q1: 89,733 shares; 2025Q2: 90,295 shares; 2025Q3: 88,850 shares; 2025Q4: 105,316 shares 105,316 $8.28M 0.01% +16,466 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,584 shares; 2025Q4: 57,694 shares 57,694 $8.27M 0.01% +2,110 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,025 shares; 2025Q2: 88,062 shares; 2025Q3: 95,097 shares; 2025Q4: 113,696 shares 113,696 $8.26M 0.01% +18,599 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: 87,610 shares; 2024Q4: 76,913 shares; 2025Q1: 76,818 shares; 2025Q2: 81,837 shares; 2025Q3: 72,525 shares; 2025Q4: 60,652 shares 60,652 $8.23M 0.01% -11,873 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,606 shares; 2024Q4: 136,438 shares; 2025Q1: 172,112 shares; 2025Q2: 181,499 shares; 2025Q3: 178,706 shares; 2025Q4: 188,468 shares 188,468 $8.22M 0.01% +9,762 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: not reported; 2024Q4: not reported; 2025Q1: 54,227 shares; 2025Q2: 55,376 shares; 2025Q3: 56,375 shares; 2025Q4: 57,077 shares 57,077 $8.19M 0.01% +702 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: 88,550 shares; 2024Q4: 84,010 shares; 2025Q1: 84,087 shares; 2025Q2: 107,798 shares; 2025Q3: 153,072 shares; 2025Q4: 218,521 shares 218,521 $8.17M 0.01% +65,449 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,504,837 shares; 2024Q4: 4,172,044 shares; 2025Q1: 4,887,303 shares; 2025Q2: 4,770,559 shares; 2025Q3: 4,835,902 shares; 2025Q4: 2,150,385 shares 2,150,385 $8.17M 0.01% -2,685,517 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: 1,388,430 shares; 2024Q4: 1,338,737 shares; 2025Q1: 1,255,756 shares; 2025Q2: 1,292,277 shares; 2025Q3: 1,235,252 shares; 2025Q4: 1,295,650 shares 1,295,650 $8.16M 0.01% +60,398 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: 64,810 shares; 2024Q4: 54,055 shares; 2025Q1: 39,560 shares; 2025Q2: 33,627 shares; 2025Q3: 39,515 shares; 2025Q4: 33,477 shares 33,477 $8.1M 0.01% -6,038 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,134 shares; 2024Q4: 93,728 shares; 2025Q1: 92,136 shares; 2025Q2: 93,495 shares; 2025Q3: 106,951 shares; 2025Q4: 103,362 shares 103,362 $8.06M 0.01% -3,589 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,288 shares; 2024Q4: 42,593 shares; 2025Q1: 53,772 shares; 2025Q2: 88,164 shares; 2025Q3: 101,223 shares; 2025Q4: 104,689 shares 104,689 $8.05M 0.01% +3,466 Timeline NLR 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: 11,005 shares; 2024Q4: 12,736 shares; 2025Q1: 27,319 shares; 2025Q2: 31,347 shares; 2025Q3: 37,958 shares; 2025Q4: 64,678 shares 64,678 $8.03M 0.01% +26,720 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: 304,076 shares; 2024Q4: 29,562 shares; 2025Q1: 129,013 shares; 2025Q2: 128,969 shares; 2025Q3: 131,406 shares; 2025Q4: 83,341 shares 83,341 $7.99M 0.01% -48,065 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 209,545 shares 209,545 $7.96M 0.01% +208,515 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,478 shares; 2024Q4: 67,881 shares; 2025Q1: 67,938 shares; 2025Q2: 117,479 shares; 2025Q3: 130,980 shares; 2025Q4: 245,175 shares 245,175 $7.96M 0.01% +114,195 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 14,092 shares; 2025Q1: 20,307 shares; 2025Q2: 26,549 shares; 2025Q3: 46,343 shares; 2025Q4: 72,210 shares 72,210 $7.92M 0.01% +25,867 Timeline DGS 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: 130,017 shares; 2024Q4: 132,186 shares; 2025Q1: 135,834 shares; 2025Q2: 137,401 shares; 2025Q3: 133,320 shares; 2025Q4: 137,217 shares 137,217 $7.85M 0.01% +3,897 Timeline IVLU 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: 87,983 shares; 2024Q4: 88,304 shares; 2025Q1: 126,334 shares; 2025Q2: 165,699 shares; 2025Q3: 192,555 shares; 2025Q4: 206,319 shares 206,319 $7.85M 0.01% +13,764 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,131 shares; 2024Q4: 10,917 shares; 2025Q1: 12,007 shares; 2025Q2: 11,601 shares; 2025Q3: 853 shares; 2025Q4: 33,942 shares 33,942 $7.76M 0.01% +33,089 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,799 shares; 2025Q1: 27,785 shares; 2025Q2: 28,709 shares; 2025Q3: 28,219 shares; 2025Q4: 29,873 shares 29,873 $7.73M 0.01% +1,654 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: not reported; 2024Q4: not reported; 2025Q1: 16,190 shares; 2025Q2: 26,861 shares; 2025Q3: 16,790 shares; 2025Q4: 17,306 shares 17,306 $7.72M 0.01% +516 BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 32,637 shares; 2025Q1: 32,595 shares; 2025Q2: 33,892 shares; 2025Q3: 33,869 shares; 2025Q4: 34,393 shares 34,393 $7.68M 0.01% +524 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,840 shares; 2024Q4: 76,642 shares; 2025Q1: 101,413 shares; 2025Q2: 68,975 shares; 2025Q3: 58,660 shares; 2025Q4: 52,401 shares 52,401 $7.59M 0.01% -6,259 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 17,507 shares; 2025Q1: 20,357 shares; 2025Q2: 21,427 shares; 2025Q3: 21,124 shares; 2025Q4: 22,019 shares 22,019 $7.59M 0.01% +895 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,582 shares; 2025Q2: 92,390 shares; 2025Q3: 95,594 shares; 2025Q4: 108,810 shares 108,810 $7.58M 0.01% +13,216 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,147 shares; 2024Q4: 88,159 shares; 2025Q1: 120,376 shares; 2025Q2: 137,597 shares; 2025Q3: 158,635 shares; 2025Q4: 187,824 shares 187,824 $7.54M 0.01% +29,189 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,651 shares; 2024Q4: 180,742 shares; 2025Q1: 196,478 shares; 2025Q2: 199,979 shares; 2025Q3: 210,451 shares; 2025Q4: 212,011 shares 212,011 $7.52M 0.01% +1,560 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,912 shares; 2024Q4: 46,293 shares; 2025Q1: 43,388 shares; 2025Q2: 52,328 shares; 2025Q3: 66,319 shares; 2025Q4: 95,379 shares 95,379 $7.52M 0.01% +29,060 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,142 shares; 2024Q4: 512,348 shares; 2025Q1: 63,559 shares; 2025Q2: 105,641 shares; 2025Q3: 273,069 shares; 2025Q4: 263,856 shares 263,856 $7.46M 0.01% -9,213 Timeline SPLV 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: 79,793 shares; 2024Q4: 78,668 shares; 2025Q1: 76,595 shares; 2025Q2: 81,366 shares; 2025Q3: 87,138 shares; 2025Q4: 104,213 shares 104,213 $7.44M 0.01% +17,075 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 14,837 shares; 2025Q1: 12,549 shares; 2025Q2: 11,635 shares; 2025Q3: 13,356 shares; 2025Q4: 26,734 shares 26,734 $7.4M 0.01% +13,378 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 22,265 shares; 2025Q1: 17,764 shares; 2025Q2: 18,849 shares; 2025Q3: 14,253 shares; 2025Q4: 25,934 shares 25,934 $7.4M 0.01% +11,681 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: 366,104 shares; 2024Q4: 362,515 shares; 2025Q1: 348,535 shares; 2025Q2: 348,237 shares; 2025Q3: 369,769 shares; 2025Q4: 353,936 shares 353,936 $7.39M 0.01% -15,833 Timeline STN STANTEC INC More: the full row for STANTEC 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: 86,233 shares; 2025Q3: 85,355 shares; 2025Q4: 78,047 shares 78,047 $7.37M 0.01% -7,308 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 16,873 shares; 2025Q1: 16,057 shares; 2025Q2: 16,590 shares; 2025Q3: 16,354 shares; 2025Q4: 17,684 shares 17,684 $7.37M 0.01% +1,330 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 28,696 shares 28,696 $7.32M 0.01% +26,604 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: 28,362 shares; 2024Q4: 33,440 shares; 2025Q1: 37,739 shares; 2025Q2: 40,350 shares; 2025Q3: 39,451 shares; 2025Q4: 40,407 shares 40,407 $7.29M 0.01% +956 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: 63,012 shares; 2024Q4: 65,248 shares; 2025Q1: 73,188 shares; 2025Q2: 80,427 shares; 2025Q3: 79,998 shares; 2025Q4: 177,231 shares 177,231 $7.28M 0.01% +97,233 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,678 shares; 2025Q3: 68,591 shares; 2025Q4: 137,826 shares 137,826 $7.28M 0.01% +69,235 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,557 shares; 2025Q2: 22,039 shares; 2025Q3: 25,123 shares; 2025Q4: 26,053 shares 26,053 $7.27M 0.01% +930 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,739 shares; 2025Q4: 263,179 shares 263,179 $7.21M 0.01% +146,440 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,763 shares; 2024Q4: 157,822 shares; 2025Q1: 132,862 shares; 2025Q2: 150,203 shares; 2025Q3: 140,249 shares; 2025Q4: 178,281 shares 178,281 $7.19M 0.01% +38,032 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,833 shares; 2024Q4: 163,345 shares; 2025Q1: 126,835 shares; 2025Q2: 153,007 shares; 2025Q3: 182,824 shares; 2025Q4: 194,313 shares 194,313 $7.19M 0.01% +11,489 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS 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: 8,071 shares; 2025Q4: 228,186 shares 228,186 $7.18M 0.01% +220,115 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173,438 shares; 2025Q4: 173,438 shares 173,438 $7.15M 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,326 shares; 2025Q3: 47,455 shares; 2025Q4: 108,305 shares 108,305 $7.14M 0.01% +60,850 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,826 shares; 2024Q4: 280,124 shares; 2025Q1: 324,486 shares; 2025Q2: 366,542 shares; 2025Q3: 524,513 shares; 2025Q4: 508,011 shares 508,011 $7.07M 0.01% -16,502 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 10,452 shares; 2025Q1: 10,856 shares; 2025Q2: 11,503 shares; 2025Q3: 4,723 shares; 2025Q4: 5,308 shares 5,308 $7.06M 0.01% +585 Timeline IEUR 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: 62,586 shares; 2024Q4: 62,741 shares; 2025Q1: 72,492 shares; 2025Q2: 204,231 shares; 2025Q3: 196,674 shares; 2025Q4: 98,634 shares 98,634 $7M 0.01% -98,040 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259,300 shares; 2024Q4: 689,891 shares; 2025Q1: 571,819 shares; 2025Q2: 230,358 shares; 2025Q3: 84,846 shares; 2025Q4: 81,447 shares 81,447 $6.98M 0.01% -3,399 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,138 shares; 2024Q4: 105,073 shares; 2025Q1: 111,278 shares; 2025Q2: 120,528 shares; 2025Q3: 125,341 shares; 2025Q4: 133,798 shares 133,798 $6.96M 0.01% +8,457 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: 27,814 shares; 2024Q4: 28,964 shares; 2025Q1: 80,168 shares; 2025Q2: 58,548 shares; 2025Q3: 88,118 shares; 2025Q4: 85,841 shares 85,841 $6.9M 0.01% -2,277 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,486 shares; 2024Q4: 12,130 shares; 2025Q1: 12,100 shares; 2025Q2: 13,649 shares; 2025Q3: 12,265 shares; 2025Q4: 13,496 shares 13,496 $6.89M 0.01% +1,231 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 15,984 shares; 2025Q1: 16,625 shares; 2025Q2: 19,553 shares; 2025Q3: 15,185 shares; 2025Q4: 44,007 shares 44,007 $6.89M 0.01% +28,822 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,217 shares; 2024Q4: 229,368 shares; 2025Q1: 228,756 shares; 2025Q2: 239,260 shares; 2025Q3: 40,329 shares; 2025Q4: 234,546 shares 234,546 $6.87M 0.01% +194,217 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,145 shares; 2024Q4: 23,188 shares; 2025Q1: 23,913 shares; 2025Q2: 28,086 shares; 2025Q3: 42,552 shares; 2025Q4: 59,966 shares 59,966 $6.87M 0.01% +17,414 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,959 shares; 2024Q4: 523,375 shares; 2025Q1: 617,817 shares; 2025Q2: 620,474 shares; 2025Q3: 604,495 shares; 2025Q4: 595,810 shares 595,810 $6.85M 0.01% -8,685 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,269 shares; 2024Q4: 43,541 shares; 2025Q1: 49,056 shares; 2025Q2: 51,151 shares; 2025Q3: 54,627 shares; 2025Q4: 67,548 shares 67,548 $6.82M 0.01% +12,921 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,782 shares; 2024Q4: 103,350 shares; 2025Q1: 103,773 shares; 2025Q2: 98,536 shares; 2025Q3: 98,634 shares; 2025Q4: 101,394 shares 101,394 $6.79M 0.01% +2,760 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,395 shares; 2025Q4: 117,276 shares 117,276 $6.77M 0.01% +3,881 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,772 shares; 2024Q4: 251,096 shares; 2025Q1: 420,714 shares; 2025Q2: 355,217 shares; 2025Q3: 354,812 shares; 2025Q4: 438,598 shares 438,598 $6.73M 0.01% +83,786 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: 16,578 shares; 2024Q4: 27,038 shares; 2025Q1: 27,776 shares; 2025Q2: 54,568 shares; 2025Q3: 42,411 shares; 2025Q4: 53,792 shares 53,792 $6.71M 0.01% +11,381 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: 44,176 shares; 2024Q4: 43,303 shares; 2025Q1: 49,469 shares; 2025Q2: 57,834 shares; 2025Q3: 67,332 shares; 2025Q4: 65,478 shares 65,478 $6.68M 0.01% -1,854 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,201 shares; 2024Q4: 797,894 shares; 2025Q1: 566,352 shares; 2025Q2: 653,179 shares; 2025Q3: 435,020 shares; 2025Q4: 259,285 shares 259,285 $6.66M 0.01% -175,735 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223,938 shares; 2025Q4: 233,006 shares 233,006 $6.63M 0.01% +9,068 Timeline GRID 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: 16,493 shares; 2025Q4: 42,870 shares 42,870 $6.56M 0.01% +26,377 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,516 shares; 2025Q4: 11,518 shares 11,518 $6.54M 0.01% +4,002 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,652 shares; 2024Q4: 185,220 shares; 2025Q1: 259,449 shares; 2025Q2: 264,684 shares; 2025Q3: 256,351 shares; 2025Q4: 49,366 shares 49,366 $6.47M 0.01% -206,985 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,128 shares; 2024Q4: 28,012 shares; 2025Q1: 23,894 shares; 2025Q2: 28,123 shares; 2025Q3: 30,272 shares; 2025Q4: 33,405 shares 33,405 $6.47M 0.01% +3,133 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,217 shares 175,217 $6.46M 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,992 shares; 2025Q4: 25,501 shares 25,501 $6.45M 0.01% +4,509 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,538 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481,922 shares; 2025Q4: 292,300 shares 292,300 $6.45M 0.01% -189,622 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,143 shares; 2024Q4: 58,284 shares; 2025Q1: 43,507 shares; 2025Q2: 43,965 shares; 2025Q3: 43,916 shares; 2025Q4: 57,570 shares 57,570 $6.44M 0.01% +13,654 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,747 shares; 2024Q4: 32,381 shares; 2025Q1: 44,937 shares; 2025Q2: 44,793 shares; 2025Q3: 40,315 shares; 2025Q4: 56,435 shares 56,435 $6.43M 0.01% +16,120 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,921 shares; 2024Q4: 39,038 shares; 2025Q1: 40,664 shares; 2025Q2: 52,498 shares; 2025Q3: 57,319 shares; 2025Q4: 65,720 shares 65,720 $6.36M 0.01% +8,401 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: not reported; 2024Q4: 10,011 shares; 2025Q1: 53,173 shares; 2025Q2: 26,789 shares; 2025Q3: 18,565 shares; 2025Q4: 37,051 shares 37,051 $6.28M 0.01% +18,486 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,479 shares; 2024Q4: 179,140 shares; 2025Q1: 155,836 shares; 2025Q2: 155,793 shares; 2025Q3: 161,547 shares; 2025Q4: 163,510 shares 163,510 $6.22M 0.01% +1,963 Timeline DIVO 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: 32,381 shares; 2024Q4: 35,389 shares; 2025Q1: 73,189 shares; 2025Q2: 81,354 shares; 2025Q3: 100,372 shares; 2025Q4: 139,257 shares 139,257 $6.2M 0.01% +38,885 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: 28,909 shares; 2024Q4: 30,801 shares; 2025Q1: 30,479 shares; 2025Q2: 45,026 shares; 2025Q3: 43,160 shares; 2025Q4: 43,685 shares 43,685 $6.18M 0.01% +525 Timeline PTMC 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: 188,112 shares; 2024Q4: 188,382 shares; 2025Q1: 188,126 shares; 2025Q2: 186,289 shares; 2025Q3: 188,975 shares; 2025Q4: 172,922 shares 172,922 $6.17M 0.01% -16,053 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 11,583 shares; 2025Q1: 19,540 shares; 2025Q2: 21,254 shares; 2025Q3: 28,377 shares; 2025Q4: 22,390 shares 22,390 $6.17M 0.01% -5,987 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 15,760 shares; 2025Q1: 126,357 shares; 2025Q2: 124,595 shares; 2025Q3: 125,141 shares; 2025Q4: 128,294 shares 128,294 $6.15M 0.01% +3,153 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,942 shares; 2024Q4: 32,362 shares; 2025Q1: 32,412 shares; 2025Q2: 75,439 shares; 2025Q3: 92,159 shares; 2025Q4: 98,507 shares 98,507 $6.12M 0.01% +6,348 Timeline PWB 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: 40,149 shares; 2024Q4: 37,564 shares; 2025Q1: 40,281 shares; 2025Q2: 39,597 shares; 2025Q3: 39,163 shares; 2025Q4: 48,050 shares 48,050 $6.11M 0.01% +8,887 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,996 shares; 2024Q4: 248,872 shares; 2025Q1: 222,371 shares; 2025Q2: 219,159 shares; 2025Q3: 141,124 shares; 2025Q4: 150,858 shares 150,858 $6.1M 0.01% +9,734 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,369 shares; 2024Q4: 483,195 shares; 2025Q1: 481,998 shares; 2025Q2: 489,888 shares; 2025Q3: 462,840 shares; 2025Q4: 429,375 shares 429,375 $6.08M 0.01% -33,465 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,183 shares; 2024Q4: 86,726 shares; 2025Q1: 79,722 shares; 2025Q2: 50,361 shares; 2025Q3: 42,544 shares; 2025Q4: 11,000 shares 11,000 $6.06M 0.01% -31,544 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: 120,716 shares; 2024Q4: 141,216 shares; 2025Q1: 189,144 shares; 2025Q2: 198,688 shares; 2025Q3: 227,594 shares; 2025Q4: 256,666 shares 256,666 $6.06M 0.01% +29,072 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,917 shares; 2024Q4: 157,993 shares; 2025Q1: 72,903 shares; 2025Q2: 54,616 shares; 2025Q3: 69,680 shares; 2025Q4: 67,640 shares 67,640 $6.03M 0.01% -2,040 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: 112,967 shares; 2024Q4: 109,405 shares; 2025Q1: 111,236 shares; 2025Q2: 109,477 shares; 2025Q3: 107,979 shares; 2025Q4: 128,334 shares 128,334 $6.02M 0.01% +20,355 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,974 shares; 2024Q4: 96,936 shares; 2025Q1: 169,267 shares; 2025Q2: 168,765 shares; 2025Q3: 160,446 shares; 2025Q4: 169,122 shares 169,122 $6.01M 0.01% +8,676 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 142 shares; 2025Q4: 70,902 shares 70,902 $5.99M 0.01% +70,760 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,700 shares; 2024Q4: 199,720 shares; 2025Q1: 199,683 shares; 2025Q2: 190,037 shares; 2025Q3: 216,681 shares; 2025Q4: 203,937 shares 203,937 $5.99M 0.01% -12,744 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,641 shares; 2024Q4: 880,665 shares; 2025Q1: 984,933 shares; 2025Q2: 979,638 shares; 2025Q3: 887,602 shares; 2025Q4: 760,513 shares 760,513 $5.95M 0.01% -127,089 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,912 shares; 2024Q4: 73,297 shares; 2025Q1: 59,439 shares; 2025Q2: 56,642 shares; 2025Q3: 66,012 shares; 2025Q4: 144,415 shares 144,415 $5.95M 0.01% +78,403 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,238 shares; 2024Q4: 196,185 shares; 2025Q1: 194,874 shares; 2025Q2: 195,239 shares; 2025Q3: 207,515 shares; 2025Q4: 207,609 shares 207,609 $5.91M 0.01% +94 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,867 shares; 2024Q4: 89,572 shares; 2025Q1: 90,503 shares; 2025Q2: 115,356 shares; 2025Q3: 148,531 shares; 2025Q4: 112,667 shares 112,667 $5.91M 0.01% -35,864 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,394 shares; 2024Q4: 30,374 shares; 2025Q1: 37,871 shares; 2025Q2: 88,247 shares; 2025Q3: 85,961 shares; 2025Q4: 52,619 shares 52,619 $5.9M 0.01% -33,342 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,037 shares; 2024Q4: 48,774 shares; 2025Q1: 128,715 shares; 2025Q2: 147,119 shares; 2025Q3: 201,464 shares; 2025Q4: 224,729 shares 224,729 $5.9M 0.01% +23,265 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: 74,278 shares; 2024Q4: 75,713 shares; 2025Q1: 74,005 shares; 2025Q2: 64,973 shares; 2025Q3: 64,954 shares; 2025Q4: 78,388 shares 78,388 $5.87M 0.01% +13,434 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,099 shares; 2024Q4: 139,489 shares; 2025Q1: 87,055 shares; 2025Q2: 94,043 shares; 2025Q3: 58,012 shares; 2025Q4: 68,577 shares 68,577 $5.87M 0.01% +10,565 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,696 shares; 2024Q4: 32,967 shares; 2025Q1: 28,112 shares; 2025Q2: 28,024 shares; 2025Q3: 26,964 shares; 2025Q4: 26,237 shares 26,237 $5.87M 0.01% -727 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,268 shares; 2024Q4: 47,807 shares; 2025Q1: 46,176 shares; 2025Q2: 78,288 shares; 2025Q3: 90,919 shares; 2025Q4: 91,252 shares 91,252 $5.85M 0.01% +333 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,100 shares; 2025Q4: 99,360 shares 99,360 $5.83M 0.01% +95,260 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: not reported; 2024Q4: 16,064 shares; 2025Q1: 23,009 shares; 2025Q2: 55,609 shares; 2025Q3: 43,064 shares; 2025Q4: 114,797 shares 114,797 $5.78M 0.01% +71,733 Timeline IQDG 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: 32,431 shares; 2025Q2: 43,262 shares; 2025Q3: 41,102 shares; 2025Q4: 139,078 shares 139,078 $5.77M 0.01% +97,976 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,792 shares; 2024Q4: 51,556 shares; 2025Q1: 46,839 shares; 2025Q2: 30,626 shares; 2025Q3: 25,141 shares; 2025Q4: 40,516 shares 40,516 $5.76M 0.01% +15,375 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 17,883 shares; 2025Q1: 19,261 shares; 2025Q2: 22,470 shares; 2025Q3: 103,870 shares; 2025Q4: 166,190 shares 166,190 $5.76M 0.01% +62,320 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: 146,485 shares; 2024Q4: 144,122 shares; 2025Q1: 161,730 shares; 2025Q2: 155,629 shares; 2025Q3: 163,661 shares; 2025Q4: 165,425 shares 165,425 $5.75M 0.01% +1,764 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,573 shares; 2025Q4: 13,638 shares 13,638 $5.72M 0.01% +9,065 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,945 shares; 2024Q4: 30,385 shares; 2025Q1: 26,186 shares; 2025Q2: 29,593 shares; 2025Q3: 159,696 shares; 2025Q4: 197,759 shares 197,759 $5.7M 0.01% +38,063 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,229 shares; 2024Q4: 335,831 shares; 2025Q1: 247,479 shares; 2025Q2: 80,420 shares; 2025Q3: 77,108 shares; 2025Q4: 116,248 shares 116,248 $5.7M 0.01% +39,140 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,437 shares; 2024Q4: 90,826 shares; 2025Q1: 90,982 shares; 2025Q2: 94,188 shares; 2025Q3: 93,998 shares; 2025Q4: 93,793 shares 93,793 $5.66M 0.01% -205 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,778 shares; 2024Q4: 318,151 shares; 2025Q1: 184,295 shares; 2025Q2: 138,314 shares; 2025Q3: 131,156 shares; 2025Q4: 133,364 shares 133,364 $5.65M 0.01% +2,208 Timeline SPSM 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: 262,742 shares; 2024Q4: 246,904 shares; 2025Q1: 249,918 shares; 2025Q2: 163,036 shares; 2025Q3: 152,443 shares; 2025Q4: 120,095 shares 120,095 $5.63M 0.01% -32,348 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: 30,630 shares; 2024Q4: 32,601 shares; 2025Q1: 31,896 shares; 2025Q2: 28,798 shares; 2025Q3: 25,224 shares; 2025Q4: 49,351 shares 49,351 $5.62M 0.01% +24,127 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY 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: 2,314 shares; 2025Q4: 94,830 shares 94,830 $5.61M 0.01% +92,516 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,058 shares; 2024Q4: 195,099 shares; 2025Q1: 191,206 shares; 2025Q2: 188,025 shares; 2025Q3: 201,151 shares; 2025Q4: 198,667 shares 198,667 $5.55M 0.01% -2,484 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,919 shares; 2025Q1: 10,906 shares; 2025Q2: 22,927 shares; 2025Q3: 102,909 shares; 2025Q4: 158,378 shares 158,378 $5.54M 0.01% +55,469 Timeline FEX 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: 40,599 shares; 2024Q4: 37,251 shares; 2025Q1: 40,029 shares; 2025Q2: 40,202 shares; 2025Q3: 40,055 shares; 2025Q4: 46,614 shares 46,614 $5.53M 0.01% +6,559 Timeline CGCB 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: 124,044 shares; 2024Q4: 157,608 shares; 2025Q1: 192,232 shares; 2025Q2: 189,609 shares; 2025Q3: 158,740 shares; 2025Q4: 208,343 shares 208,343 $5.53M 0.01% +49,603 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,339 shares; 2024Q4: 52,097 shares; 2025Q1: 56,054 shares; 2025Q2: 56,618 shares; 2025Q3: 54,523 shares; 2025Q4: 118,661 shares 118,661 $5.52M 0.01% +64,138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,708 shares; 2025Q4: 72,915 shares 72,915 $5.51M 0.01% +69,207 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 50,540 shares; 2025Q1: 50,113 shares; 2025Q2: 50,041 shares; 2025Q3: 48,863 shares; 2025Q4: 49,671 shares 49,671 $5.51M 0.01% +808 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 15,396 shares; 2025Q1: 15,069 shares; 2025Q2: 16,369 shares; 2025Q3: 34,183 shares; 2025Q4: 39,240 shares 39,240 $5.47M 0.01% +5,057 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,892 shares; 2024Q4: 55,368 shares; 2025Q1: 59,975 shares; 2025Q2: 78,362 shares; 2025Q3: 62,514 shares; 2025Q4: 73,865 shares 73,865 $5.46M 0.01% +11,351 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,521 shares; 2024Q4: 211,706 shares; 2025Q1: 234,722 shares; 2025Q2: 211,651 shares; 2025Q3: 233,655 shares; 2025Q4: 234,728 shares 234,728 $5.4M 0.01% +1,073 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: 20,520 shares; 2024Q4: 22,491 shares; 2025Q1: 23,578 shares; 2025Q2: 20,595 shares; 2025Q3: 18,863 shares; 2025Q4: 22,171 shares 22,171 $5.39M 0.01% +3,308 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 18,297 shares; 2025Q1: 26,867 shares; 2025Q2: 27,905 shares; 2025Q3: 25,336 shares; 2025Q4: 29,551 shares 29,551 $5.38M 0.01% +4,215 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,058 shares; 2024Q4: 47,988 shares; 2025Q1: 47,971 shares; 2025Q2: 68,681 shares; 2025Q3: 332,271 shares; 2025Q4: 428,516 shares 428,516 $5.35M 0.01% +96,245 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: 151,842 shares; 2025Q1: 178,365 shares; 2025Q2: 211,063 shares; 2025Q3: 207,285 shares; 2025Q4: 182,677 shares 182,677 $5.35M 0.01% -24,608 Timeline EPP 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: 95,713 shares; 2024Q4: 93,542 shares; 2025Q1: 103,387 shares; 2025Q2: 101,460 shares; 2025Q3: 104,019 shares; 2025Q4: 105,888 shares 105,888 $5.34M 0.01% +1,869 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,380 shares; 2024Q4: 152,153 shares; 2025Q1: 172,266 shares; 2025Q2: 160,268 shares; 2025Q3: 169,082 shares; 2025Q4: 190,005 shares 190,005 $5.32M 0.01% +20,923 Timeline FAPR 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: 109,487 shares; 2024Q4: 118,651 shares; 2025Q1: 114,326 shares; 2025Q2: 120,597 shares; 2025Q3: 116,982 shares; 2025Q4: 119,640 shares 119,640 $5.31M 0.01% +2,658 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,247 shares; 2024Q4: 68,303 shares; 2025Q1: 169,009 shares; 2025Q2: 174,405 shares; 2025Q3: 191,838 shares; 2025Q4: 236,839 shares 236,839 $5.31M 0.01% +45,001 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: 18,595 shares; 2024Q4: 19,390 shares; 2025Q1: 22,611 shares; 2025Q2: 22,632 shares; 2025Q3: 20,967 shares; 2025Q4: 20,420 shares 20,420 $5.3M 0.01% -547 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,591 shares; 2024Q4: 76,083 shares; 2025Q1: 86,017 shares; 2025Q2: 96,406 shares; 2025Q3: 106,286 shares; 2025Q4: 115,367 shares 115,367 $5.29M 0.01% +9,081 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: 145,333 shares; 2024Q4: 161,198 shares; 2025Q1: 160,353 shares; 2025Q2: 157,966 shares; 2025Q3: 159,243 shares; 2025Q4: 199,129 shares 199,129 $5.24M 0.01% +39,886 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,600 shares; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 100,227 shares 100,227 $5.21M 0.01% +99,970 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: 649,455 shares; 2024Q4: 571,387 shares; 2025Q1: 575,990 shares; 2025Q2: 545,472 shares; 2025Q3: 546,159 shares; 2025Q4: 394,194 shares 394,194 $5.21M 0.01% -151,965 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,746 shares; 2024Q4: 192,425 shares; 2025Q1: 219,195 shares; 2025Q2: 217,388 shares; 2025Q3: 209,169 shares; 2025Q4: 206,093 shares 206,093 $5.19M 0.01% -3,076 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,780 shares; 2024Q4: 107,217 shares; 2025Q1: 106,360 shares; 2025Q2: 105,334 shares; 2025Q3: 101,596 shares; 2025Q4: 100,725 shares 100,725 $5.19M 0.01% -871 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: 50,385 shares; 2024Q4: 45,759 shares; 2025Q1: 46,757 shares; 2025Q2: 62,648 shares; 2025Q3: 54,912 shares; 2025Q4: 77,349 shares 77,349 $5.18M 0.01% +22,437 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,142 shares; 2024Q4: 213,094 shares; 2025Q1: 207,783 shares; 2025Q2: 93,689 shares; 2025Q3: 104,542 shares; 2025Q4: 108,430 shares 108,430 $5.18M 0.01% +3,888 Timeline GSGO 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: 128,801 shares 128,801 $5.17M 0.01% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,981 shares; 2025Q1: 61,218 shares; 2025Q2: 107,789 shares; 2025Q3: 108,828 shares; 2025Q4: 110,397 shares 110,397 $5.17M 0.01% +1,569 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,468 shares 78,468 $5.13M 0.01% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,565 shares; 2024Q4: 146,081 shares; 2025Q1: 152,538 shares; 2025Q2: 149,819 shares; 2025Q3: 147,132 shares; 2025Q4: 142,164 shares 142,164 $5.12M 0.01% -4,968 Timeline RWL 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: 13,247 shares; 2024Q4: 12,918 shares; 2025Q1: 12,688 shares; 2025Q2: 39,644 shares; 2025Q3: 44,041 shares; 2025Q4: 44,615 shares 44,615 $5.11M 0.01% +574 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,810 shares; 2025Q1: 11,035 shares; 2025Q2: 10,894 shares; 2025Q3: 11,382 shares; 2025Q4: 12,237 shares 12,237 $5.11M 0.01% +855 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS 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: 343,783 shares; 2025Q4: 129,469 shares 129,469 $5.1M 0.01% -214,314 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: 29,135 shares; 2024Q4: 28,319 shares; 2025Q1: 17,144 shares; 2025Q2: 107,286 shares; 2025Q3: 105,216 shares; 2025Q4: 29,322 shares 29,322 $5.09M 0.01% -75,894 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: 55,169 shares; 2024Q4: 52,371 shares; 2025Q1: 56,425 shares; 2025Q2: 81,074 shares; 2025Q3: 31,800 shares; 2025Q4: 25,571 shares 25,571 $5.04M 0.01% -6,229 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,491 shares; 2024Q4: 396,011 shares; 2025Q1: 425,439 shares; 2025Q2: 1,045,392 shares; 2025Q3: 1,071,907 shares; 2025Q4: 431,314 shares 431,314 $5.02M 0.01% -640,593 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,413 shares; 2024Q4: 344,965 shares; 2025Q1: 374,583 shares; 2025Q2: 367,866 shares; 2025Q3: 365,469 shares; 2025Q4: 45,428 shares 45,428 $5M 0.01% -320,041 Timeline SHLD 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: 23,531 shares; 2024Q4: 31,644 shares; 2025Q1: 39,579 shares; 2025Q2: 48,442 shares; 2025Q3: 64,298 shares; 2025Q4: 77,000 shares 77,000 $4.99M 0.01% +12,702 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,825 shares; 2024Q4: 20,811 shares; 2025Q1: 19,374 shares; 2025Q2: 17,276 shares; 2025Q3: 23,766 shares; 2025Q4: 62,498 shares 62,498 $4.98M 0.01% +38,732 Timeline FMAR 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: 29,009 shares; 2024Q4: 23,518 shares; 2025Q1: 23,695 shares; 2025Q2: 23,353 shares; 2025Q3: 23,273 shares; 2025Q4: 104,788 shares 104,788 $4.97M 0.01% +81,515 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 47,857 shares; 2025Q1: 31,500 shares; 2025Q2: 34,027 shares; 2025Q3: 33,741 shares; 2025Q4: 34,280 shares 34,280 $4.94M 0.01% +539 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 267,545 shares; 2025Q2: 177,550 shares; 2025Q3: 258,127 shares; 2025Q4: 254,330 shares 254,330 $4.91M 0.01% -3,797 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: 729,093 shares; 2024Q4: 912,577 shares; 2025Q1: 2,445,011 shares; 2025Q2: 3,618,576 shares; 2025Q3: 914,133 shares; 2025Q4: 921,703 shares 921,703 $4.89M 0.01% +7,570 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: 65,983 shares; 2024Q4: 65,425 shares; 2025Q1: 76,672 shares; 2025Q2: 77,884 shares; 2025Q3: 78,239 shares; 2025Q4: 79,677 shares 79,677 $4.88M 0.01% +1,438 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,891 shares; 2024Q4: 21,527 shares; 2025Q1: 27,333 shares; 2025Q2: 25,854 shares; 2025Q3: 27,246 shares; 2025Q4: 28,172 shares 28,172 $4.87M 0.01% +926 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: 30,762 shares; 2024Q4: 37,209 shares; 2025Q1: 35,691 shares; 2025Q2: 24,935 shares; 2025Q3: 24,836 shares; 2025Q4: 176,857 shares 176,857 $4.87M 0.01% +152,021 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,438 shares; 2024Q4: 53,996 shares; 2025Q1: 57,380 shares; 2025Q2: 57,347 shares; 2025Q3: 55,573 shares; 2025Q4: 58,545 shares 58,545 $4.85M 0.01% +2,972 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: 124,851 shares; 2024Q4: 130,732 shares; 2025Q1: 141,581 shares; 2025Q2: 132,808 shares; 2025Q3: 142,459 shares; 2025Q4: 144,617 shares 144,617 $4.84M 0.01% +2,158 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,594 shares; 2024Q4: 77,782 shares; 2025Q1: 76,373 shares; 2025Q2: 74,949 shares; 2025Q3: 74,243 shares; 2025Q4: 84,898 shares 84,898 $4.84M 0.01% +10,655 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,515 shares; 2024Q4: 136,678 shares; 2025Q1: 135,828 shares; 2025Q2: 134,958 shares; 2025Q3: 151,051 shares; 2025Q4: 146,400 shares 146,400 $4.83M 0.01% -4,651 Timeline CSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,855 shares; 2025Q4: 82,439 shares 82,439 $4.83M 0.01% +74,584 Timeline CWB 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: 56,264 shares; 2024Q4: 55,949 shares; 2025Q1: 55,950 shares; 2025Q2: 53,880 shares; 2025Q3: 54,243 shares; 2025Q4: 54,168 shares 54,168 $4.83M 0.01% -75 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,901 shares; 2024Q4: 345,966 shares; 2025Q1: 368,779 shares; 2025Q2: 384,549 shares; 2025Q3: 348,576 shares; 2025Q4: 115,756 shares 115,756 $4.83M 0.01% -232,820 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 175,345 shares 175,345 $4.82M 0.01% +173,320 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: 119,102 shares; 2024Q4: 127,923 shares; 2025Q1: 127,139 shares; 2025Q2: 126,306 shares; 2025Q3: 125,879 shares; 2025Q4: 197,129 shares 197,129 $4.81M 0.01% +71,250 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,713 shares; 2025Q3: 28,222 shares; 2025Q4: 30,903 shares 30,903 $4.79M 0.01% +2,681 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,239 shares; 2025Q3: 34,054 shares; 2025Q4: 66,623 shares 66,623 $4.77M 0.01% +32,569 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,828 shares; 2024Q4: 40,912 shares; 2025Q1: 60,202 shares; 2025Q2: 72,747 shares; 2025Q3: 123,228 shares; 2025Q4: 120,325 shares 120,325 $4.75M 0.01% -2,903 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: 231,477 shares; 2024Q4: 226,015 shares; 2025Q1: 227,436 shares; 2025Q2: 232,857 shares; 2025Q3: 225,302 shares; 2025Q4: 229,568 shares 229,568 $4.74M 0.01% +4,266 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,766 shares; 2024Q4: 33,558 shares; 2025Q1: 32,989 shares; 2025Q2: 23,388 shares; 2025Q3: 13,755 shares; 2025Q4: 103,505 shares 103,505 $4.73M 0.01% +89,750 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: 30,597 shares; 2024Q4: 31,151 shares; 2025Q1: 36,074 shares; 2025Q2: 40,176 shares; 2025Q3: 41,368 shares; 2025Q4: 55,212 shares 55,212 $4.72M 0.01% +13,844 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,515 shares; 2024Q4: 22,007 shares; 2025Q1: 27,512 shares; 2025Q2: 44,850 shares; 2025Q3: 42,157 shares; 2025Q4: 93,474 shares 93,474 $4.72M 0.01% +51,317 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,852 shares; 2024Q4: 228,722 shares; 2025Q1: 241,983 shares; 2025Q2: 305,106 shares; 2025Q3: 339,500 shares; 2025Q4: 341,768 shares 341,768 $4.7M 0.01% +2,268 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,386 shares; 2025Q4: 172,425 shares 172,425 $4.68M 0.01% -107,961 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,485 shares; 2024Q4: 173,997 shares; 2025Q1: 209,224 shares; 2025Q2: 201,269 shares; 2025Q3: 208,148 shares; 2025Q4: 177,278 shares 177,278 $4.67M 0.01% -30,870 Timeline ICOW 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: 98,159 shares; 2024Q4: 96,583 shares; 2025Q1: 97,678 shares; 2025Q2: 97,613 shares; 2025Q3: 100,098 shares; 2025Q4: 120,114 shares 120,114 $4.65M 0.01% +20,016 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,576 shares; 2024Q4: 283,449 shares; 2025Q1: 293,792 shares; 2025Q2: 301,117 shares; 2025Q3: 299,014 shares; 2025Q4: 302,634 shares 302,634 $4.64M 0.01% +3,620 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest 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: 430 shares; 2025Q4: 169,688 shares 169,688 $4.64M 0.01% +169,258 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,946 shares; 2024Q4: 63,496 shares; 2025Q1: 74,481 shares; 2025Q2: 74,263 shares; 2025Q3: 72,309 shares; 2025Q4: 69,332 shares 69,332 $4.64M 0.01% -2,977 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,050 shares; 2024Q4: 115,183 shares; 2025Q1: 67,660 shares; 2025Q2: 68,139 shares; 2025Q3: 67,909 shares; 2025Q4: 91,357 shares 91,357 $4.61M 0.01% +23,448 Timeline VTHR 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: 15,149 shares; 2024Q4: 15,153 shares; 2025Q1: 15,149 shares; 2025Q2: 15,292 shares; 2025Q3: 15,304 shares; 2025Q4: 15,304 shares 15,304 $4.6M 0.01% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,874 shares; 2024Q4: 188,385 shares; 2025Q1: 182,290 shares; 2025Q2: 182,918 shares; 2025Q3: 198,084 shares; 2025Q4: 235,810 shares 235,810 $4.57M 0.01% +37,726 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,580 shares; 2024Q4: 395,731 shares; 2025Q1: 394,057 shares; 2025Q2: 386,879 shares; 2025Q3: 370,101 shares; 2025Q4: 360,918 shares 360,918 $4.54M 0.01% -9,183 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: 200,799 shares; 2024Q4: 202,599 shares; 2025Q1: 185,843 shares; 2025Q2: 175,375 shares; 2025Q3: 169,744 shares; 2025Q4: 177,633 shares 177,633 $4.52M 0.01% +7,889 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,607 shares; 2024Q4: 23,661 shares; 2025Q1: 20,818 shares; 2025Q2: 24,520 shares; 2025Q3: 29,665 shares; 2025Q4: 29,716 shares 29,716 $4.5M 0.01% +51 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,014 shares; 2024Q4: 394,793 shares; 2025Q1: 376,654 shares; 2025Q2: 392,716 shares; 2025Q3: 394,280 shares; 2025Q4: 471,129 shares 471,129 $4.49M 0.01% +76,849 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: not reported; 2024Q4: 58,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,703 shares; 2025Q4: 15,765 shares 15,765 $4.47M 0.01% +7,062 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: 83,940 shares; 2024Q4: 87,727 shares; 2025Q1: 94,678 shares; 2025Q2: 85,256 shares; 2025Q3: 98,180 shares; 2025Q4: 66,419 shares 66,419 $4.46M 0.01% -31,761 Timeline EEMX 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: 65,485 shares; 2024Q4: 65,645 shares; 2025Q1: 66,415 shares; 2025Q2: 66,415 shares; 2025Q3: 66,415 shares; 2025Q4: 104,402 shares 104,402 $4.45M 0.01% +37,987 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,453 shares; 2024Q4: 150,167 shares; 2025Q1: 153,041 shares; 2025Q2: 156,879 shares; 2025Q3: 175,141 shares; 2025Q4: 182,295 shares 182,295 $4.44M 0.01% +7,154 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,064 shares; 2024Q4: 18,566 shares; 2025Q1: 18,068 shares; 2025Q2: 20,403 shares; 2025Q3: 21,854 shares; 2025Q4: 40,967 shares 40,967 $4.39M 0.01% +19,113 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 19,672 shares; 2025Q1: 19,514 shares; 2025Q2: 21,695 shares; 2025Q3: 24,839 shares; 2025Q4: 25,640 shares 25,640 $4.34M 0.01% +801 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: 36,512 shares; 2024Q4: 32,678 shares; 2025Q1: 35,539 shares; 2025Q2: 27,532 shares; 2025Q3: 28,785 shares; 2025Q4: 23,529 shares 23,529 $4.34M 0.01% -5,256 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: 44,078 shares; 2024Q4: 78,303 shares; 2025Q1: 62,960 shares; 2025Q2: 65,335 shares; 2025Q3: 67,748 shares; 2025Q4: 103,961 shares 103,961 $4.29M 0.01% +36,213 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: 25,063 shares; 2024Q4: 29,110 shares; 2025Q1: 120,636 shares; 2025Q2: 31,660 shares; 2025Q3: 33,661 shares; 2025Q4: 32,824 shares 32,824 $4.29M 0.01% -837 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,232 shares; 2025Q4: 6,970 shares 6,970 $4.26M 0.01% +738 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: 27,666 shares; 2025Q4: 84,902 shares 84,902 $4.26M 0.01% +57,236 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: 160,110 shares; 2024Q4: 91,427 shares; 2025Q1: 55,966 shares; 2025Q2: 50,938 shares; 2025Q3: 266,371 shares; 2025Q4: 47,815 shares 47,815 $4.25M 0.01% -218,556 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,277 shares; 2024Q4: 395,809 shares; 2025Q1: 390,809 shares; 2025Q2: 491,082 shares; 2025Q3: 474,056 shares; 2025Q4: 468,810 shares 468,810 $4.25M 0.01% -5,246 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: 56,714 shares; 2024Q4: 56,996 shares; 2025Q1: 55,673 shares; 2025Q2: 57,129 shares; 2025Q3: 54,969 shares; 2025Q4: 90,708 shares 90,708 $4.23M 0.01% +35,739 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,251 shares; 2024Q4: 39,822 shares; 2025Q1: 38,575 shares; 2025Q2: 51,745 shares; 2025Q3: 43,592 shares; 2025Q4: 42,559 shares 42,559 $4.23M 0.01% -1,033 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,283 shares; 2025Q3: 10,609 shares; 2025Q4: 13,965 shares 13,965 $4.22M 0.01% +3,356 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,044 shares; 2025Q1: not reported; 2025Q2: 25,233 shares; 2025Q3: 31,632 shares; 2025Q4: 51,142 shares 51,142 $4.22M 0.01% +19,510 Timeline CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,780 shares; 2025Q4: 160,195 shares 160,195 $4.21M 0.01% +155,415 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: 19,501 shares; 2024Q4: 18,586 shares; 2025Q1: 20,717 shares; 2025Q2: 20,844 shares; 2025Q3: 84,070 shares; 2025Q4: 172,365 shares 172,365 $4.19M 0.01% +88,295 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,765 shares; 2024Q4: 29,813 shares; 2025Q1: 30,398 shares; 2025Q2: 30,297 shares; 2025Q3: 30,581 shares; 2025Q4: 28,110 shares 28,110 $4.19M 0.01% -2,471 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,089 shares; 2024Q4: 42,869 shares; 2025Q1: 41,865 shares; 2025Q2: 41,288 shares; 2025Q3: 41,663 shares; 2025Q4: 48,498 shares 48,498 $4.18M 0.01% +6,835 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: 374,503 shares; 2024Q4: 375,180 shares; 2025Q1: 24,182 shares; 2025Q2: 130,419 shares; 2025Q3: 40,186 shares; 2025Q4: 37,385 shares 37,385 $4.18M 0.01% -2,801 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 11,100 shares; 2025Q1: 33,386 shares; 2025Q2: 32,822 shares; 2025Q3: 25,457 shares; 2025Q4: 22,860 shares 22,860 $4.17M 0.01% -2,597 Timeline EWU 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: 109,336 shares; 2024Q4: 110,355 shares; 2025Q1: 120,015 shares; 2025Q2: 108,061 shares; 2025Q3: 113,767 shares; 2025Q4: 94,458 shares 94,458 $4.15M 0.01% -19,309 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: 88,122 shares; 2024Q4: 65,303 shares; 2025Q1: 31,893 shares; 2025Q2: 19,358 shares; 2025Q3: 18,569 shares; 2025Q4: 20,118 shares 20,118 $4.15M 0.01% +1,549 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,490 shares; 2025Q3: 60,699 shares; 2025Q4: 117,545 shares 117,545 $4.15M 0.01% +56,846 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,687 shares; 2024Q4: 25,378 shares; 2025Q1: 25,511 shares; 2025Q2: 25,815 shares; 2025Q3: 24,627 shares; 2025Q4: 25,657 shares 25,657 $4.14M 0.01% +1,030 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,572 shares; 2024Q4: 60,489 shares; 2025Q1: 55,090 shares; 2025Q2: 64,633 shares; 2025Q3: 65,685 shares; 2025Q4: 56,105 shares 56,105 $4.13M 0.01% -9,580 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,997 shares; 2024Q4: 18,580 shares; 2025Q1: 20,025 shares; 2025Q2: 20,598 shares; 2025Q3: 20,447 shares; 2025Q4: 84,902 shares 84,902 $4.13M 0.01% +64,455 Timeline WINN 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: 13,975 shares; 2025Q1: 13,975 shares; 2025Q2: 14,009 shares; 2025Q3: 13,783 shares; 2025Q4: 131,935 shares 131,935 $4.1M 0.01% +118,152 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: 42,291 shares; 2024Q4: 138,340 shares; 2025Q1: 117,228 shares; 2025Q2: 133,104 shares; 2025Q3: 41,866 shares; 2025Q4: 34,987 shares 34,987 $4.1M 0.01% -6,879 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,072 shares; 2024Q4: 98,756 shares; 2025Q1: 263,482 shares; 2025Q2: 274,957 shares; 2025Q3: 275,619 shares; 2025Q4: 344,544 shares 344,544 $4.09M 0.01% +68,925 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 13,563 shares; 2025Q1: 20,087 shares; 2025Q2: 29,241 shares; 2025Q3: 36,427 shares; 2025Q4: 43,768 shares 43,768 $4.09M 0.01% +7,341 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: 226,779 shares; 2025Q1: 381,314 shares; 2025Q2: 446,544 shares; 2025Q3: 182,278 shares; 2025Q4: 156,167 shares 156,167 $4.08M 0.01% -26,111 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,590 shares; 2025Q4: 7,100 shares 7,100 $4.07M 0.01% +2,510 Timeline HYD 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: 46,569 shares; 2024Q4: 54,912 shares; 2025Q1: 40,904 shares; 2025Q2: 74,193 shares; 2025Q3: 82,280 shares; 2025Q4: 79,011 shares 79,011 $4.04M 0.01% -3,269 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 2,338 shares; 2025Q4: 69,948 shares 69,948 $4.04M 0.01% +67,610 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,154 shares; 2025Q4: 162,844 shares 162,844 $4.03M 0.01% +106,690 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,927 shares; 2024Q4: 57,250 shares; 2025Q1: 61,362 shares; 2025Q2: 61,488 shares; 2025Q3: 63,758 shares; 2025Q4: 63,633 shares 63,633 $4.01M 0.01% -125 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,651 shares; 2024Q4: 72,663 shares; 2025Q1: 85,957 shares; 2025Q2: 74,273 shares; 2025Q3: 85,545 shares; 2025Q4: 87,053 shares 87,053 $3.96M 0.01% +1,508 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,955 shares; 2025Q4: 242,069 shares 242,069 $3.96M 0.01% +234,114 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: 95,758 shares; 2024Q4: 97,930 shares; 2025Q1: 99,820 shares; 2025Q2: 86,571 shares; 2025Q3: 85,786 shares; 2025Q4: 84,842 shares 84,842 $3.95M 0.01% -944 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,280 shares; 2024Q4: 28,280 shares; 2025Q1: 28,280 shares; 2025Q2: 28,280 shares; 2025Q3: 22,736 shares; 2025Q4: 99,946 shares 99,946 $3.91M 0.01% +77,210 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,781 shares; 2025Q4: 59,524 shares 59,524 $3.9M 0.01% +52,743 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,366 shares; 2024Q4: 28,305 shares; 2025Q1: 27,879 shares; 2025Q2: 27,180 shares; 2025Q3: 19,407 shares; 2025Q4: 21,077 shares 21,077 $3.89M 0.01% +1,670 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,805 shares; 2024Q4: 18,128 shares; 2025Q1: 22,791 shares; 2025Q2: 23,258 shares; 2025Q3: 21,575 shares; 2025Q4: 30,663 shares 30,663 $3.88M 0.01% +9,088 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: 25,630 shares; 2024Q4: 25,300 shares; 2025Q1: 24,844 shares; 2025Q2: 24,765 shares; 2025Q3: 24,459 shares; 2025Q4: 23,071 shares 23,071 $3.88M 0.01% -1,388 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,698 shares; 2024Q4: 38,067 shares; 2025Q1: 55,153 shares; 2025Q2: 55,153 shares; 2025Q3: 87,955 shares; 2025Q4: 93,332 shares 93,332 $3.87M 0.01% +5,377 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,379 shares; 2024Q4: 98,510 shares; 2025Q1: 89,463 shares; 2025Q2: 86,285 shares; 2025Q3: 86,726 shares; 2025Q4: 81,192 shares 81,192 $3.87M 0.01% -5,534 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,997 shares; 2024Q4: 55,426 shares; 2025Q1: 54,038 shares; 2025Q2: 57,766 shares; 2025Q3: 62,059 shares; 2025Q4: 75,362 shares 75,362 $3.85M 0.01% +13,303 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 16,352 shares; 2025Q1: 16,669 shares; 2025Q2: 17,652 shares; 2025Q3: 17,216 shares; 2025Q4: 17,987 shares 17,987 $3.84M 0.01% +771 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732,357 shares; 2024Q4: 210,580 shares; 2025Q1: 359,049 shares; 2025Q2: 357,668 shares; 2025Q3: 288,965 shares; 2025Q4: 288,550 shares 288,550 $3.83M 0.01% -415 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,540 shares; 2024Q4: 53,827 shares; 2025Q1: 53,001 shares; 2025Q2: 55,074 shares; 2025Q3: 71,197 shares; 2025Q4: 86,440 shares 86,440 $3.82M 0.01% +15,243 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,733 shares; 2024Q4: 96,406 shares; 2025Q1: 50,406 shares; 2025Q2: 49,945 shares; 2025Q3: 81,310 shares; 2025Q4: 85,464 shares 85,464 $3.82M 0.01% +4,154 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,006 shares; 2024Q4: 27,391 shares; 2025Q1: 27,085 shares; 2025Q2: 26,997 shares; 2025Q3: 25,854 shares; 2025Q4: 29,512 shares 29,512 $3.81M 0.01% +3,658 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 86,660 shares 86,660 $3.81M 0.01% +86,105 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: 19,295 shares; 2024Q4: 19,439 shares; 2025Q1: 19,508 shares; 2025Q2: 23,352 shares; 2025Q3: 23,588 shares; 2025Q4: 20,677 shares 20,677 $3.8M 0.01% -2,911 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: 32,023 shares; 2024Q4: 30,897 shares; 2025Q1: 28,358 shares; 2025Q2: 36,841 shares; 2025Q3: 39,868 shares; 2025Q4: 45,586 shares 45,586 $3.8M 0.01% +5,718 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 3,764 shares 3,764 $3.8M 0.01% +1,664 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,983 shares; 2024Q4: 187,020 shares; 2025Q1: 201,231 shares; 2025Q2: 236,958 shares; 2025Q3: 167,308 shares; 2025Q4: 136,655 shares 136,655 $3.79M 0.01% -30,653 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: 31,216 shares; 2024Q4: 37,591 shares; 2025Q1: 40,575 shares; 2025Q2: 51,695 shares; 2025Q3: 51,898 shares; 2025Q4: 83,059 shares 83,059 $3.78M 0.01% +31,161 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,344 shares; 2024Q4: 15,155 shares; 2025Q1: 15,694 shares; 2025Q2: 18,341 shares; 2025Q3: 16,102 shares; 2025Q4: 17,367 shares 17,367 $3.77M 0.01% +1,265 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,867 shares; 2024Q4: 117,355 shares; 2025Q1: 118,287 shares; 2025Q2: 118,825 shares; 2025Q3: 119,331 shares; 2025Q4: 119,842 shares 119,842 $3.76M 0.01% +511 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,854 shares; 2025Q1: 10,189 shares; 2025Q2: 11,180 shares; 2025Q3: 10,276 shares; 2025Q4: 18,659 shares 18,659 $3.76M 0.01% +8,383 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,225 shares; 2024Q4: 83,963 shares; 2025Q1: 77,261 shares; 2025Q2: 80,460 shares; 2025Q3: 64,103 shares; 2025Q4: 64,323 shares 64,323 $3.76M 0.01% +220 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: 23,414 shares; 2024Q4: 22,185 shares; 2025Q1: 22,246 shares; 2025Q2: 22,938 shares; 2025Q3: 41,657 shares; 2025Q4: 42,774 shares 42,774 $3.73M 0.01% +1,117 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: 20,081 shares; 2024Q4: 21,640 shares; 2025Q1: 17,492 shares; 2025Q2: 20,187 shares; 2025Q3: 19,541 shares; 2025Q4: 23,057 shares 23,057 $3.71M 0.01% +3,516 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,145 shares; 2024Q4: 31,327 shares; 2025Q1: 30,520 shares; 2025Q2: 41,031 shares; 2025Q3: 35,544 shares; 2025Q4: 35,123 shares 35,123 $3.7M 0.01% -421 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,413 shares; 2025Q3: 134,413 shares; 2025Q4: 134,759 shares 134,759 $3.69M 0.01% +346 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 9,527 shares; 2025Q4: 10,448 shares 10,448 $3.69M 0.01% +921 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,666 shares; 2024Q4: 92,995 shares; 2025Q1: 71,159 shares; 2025Q2: 62,588 shares; 2025Q3: 45,494 shares; 2025Q4: 10,376 shares 10,376 $3.67M 0.01% -35,118 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,733 shares; 2024Q4: 67,724 shares; 2025Q1: 68,656 shares; 2025Q2: 53,442 shares; 2025Q3: 51,130 shares; 2025Q4: 41,732 shares 41,732 $3.64M 0.01% -9,398 Timeline ETSY ETSY INC More: the full row for ETSY 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: 68,308 shares; 2025Q4: 65,582 shares 65,582 $3.64M 0.01% -2,726 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: 13,437 shares; 2024Q4: 12,644 shares; 2025Q1: 12,453 shares; 2025Q2: 13,348 shares; 2025Q3: 16,388 shares; 2025Q4: 14,472 shares 14,472 $3.63M 0.01% -1,916 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: 104,306 shares; 2024Q4: 98,498 shares; 2025Q1: 83,290 shares; 2025Q2: 82,433 shares; 2025Q3: 37,809 shares; 2025Q4: 26,264 shares 26,264 $3.62M 0.01% -11,545 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,104 shares; 2024Q4: 19,602 shares; 2025Q1: 15,902 shares; 2025Q2: 17,193 shares; 2025Q3: 18,695 shares; 2025Q4: 104,360 shares 104,360 $3.6M 0.01% +85,665 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,144 shares; 2024Q4: 48,508 shares; 2025Q1: 50,223 shares; 2025Q2: 165,242 shares; 2025Q3: 188,157 shares; 2025Q4: 185,981 shares 185,981 $3.59M 0.01% -2,176 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 41,933 shares; 2025Q1: 42,706 shares; 2025Q2: 43,570 shares; 2025Q3: 36,209 shares; 2025Q4: 36,343 shares 36,343 $3.59M 0.01% +134 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,544 shares; 2024Q4: 108,470 shares; 2025Q1: 93,053 shares; 2025Q2: 87,492 shares; 2025Q3: 82,546 shares; 2025Q4: 76,922 shares 76,922 $3.58M 0.01% -5,624 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: 65,232 shares; 2024Q4: 75,375 shares; 2025Q1: 71,192 shares; 2025Q2: 72,786 shares; 2025Q3: 72,812 shares; 2025Q4: 74,514 shares 74,514 $3.58M 0.01% +1,702 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,805 shares; 2025Q4: 55,449 shares 55,449 $3.57M 0.01% +48,644 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,430 shares; 2025Q4: 37,254 shares 37,254 $3.56M 0.01% +824 Timeline