DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 53,919 shares; 2025Q1: 58,414 shares; 2025Q2: 62,115 shares; 2025Q3: 65,177 shares; 2025Q4: 68,751 shares 68,751 $5.84M 0.03% +3,574 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 19,186 shares; 2025Q1: 23,447 shares; 2025Q2: 34,813 shares; 2025Q3: 55,158 shares; 2025Q4: 122,282 shares 122,282 $5.82M 0.03% +67,124 Timeline DWAS 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: 39,414 shares; 2024Q4: 39,564 shares; 2025Q1: 45,825 shares; 2025Q2: 60,216 shares; 2025Q3: 61,732 shares; 2025Q4: 59,729 shares 59,729 $5.78M 0.03% -2,003 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: 94,364 shares; 2024Q4: 100,189 shares; 2025Q1: 104,444 shares; 2025Q2: 103,726 shares; 2025Q3: 104,508 shares; 2025Q4: 112,737 shares 112,737 $5.76M 0.03% +8,229 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,135 shares; 2024Q4: 94,841 shares; 2025Q1: 106,133 shares; 2025Q2: 112,453 shares; 2025Q3: 114,295 shares; 2025Q4: 117,630 shares 117,630 $5.7M 0.03% +3,335 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: 40,828 shares; 2024Q4: 39,973 shares; 2025Q1: 41,126 shares; 2025Q2: 39,902 shares; 2025Q3: 41,024 shares; 2025Q4: 37,642 shares 37,642 $5.69M 0.03% -3,382 Timeline VWOB 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: 49,572 shares; 2024Q4: 56,869 shares; 2025Q1: 82,791 shares; 2025Q2: 84,334 shares; 2025Q3: 87,000 shares; 2025Q4: 84,242 shares 84,242 $5.68M 0.03% -2,758 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,878 shares; 2025Q3: 103,112 shares; 2025Q4: 112,378 shares 112,378 $5.66M 0.03% +9,266 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: 19,507 shares; 2024Q4: 18,531 shares; 2025Q1: 17,964 shares; 2025Q2: 16,639 shares; 2025Q3: 15,898 shares; 2025Q4: 15,753 shares 15,753 $5.56M 0.03% -145 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,411 shares; 2024Q4: 49,461 shares; 2025Q1: 46,761 shares; 2025Q2: 48,935 shares; 2025Q3: 37,072 shares; 2025Q4: 36,826 shares 36,826 $5.54M 0.03% -246 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,868 shares; 2024Q4: 34,244 shares; 2025Q1: 33,547 shares; 2025Q2: 32,183 shares; 2025Q3: 33,044 shares; 2025Q4: 39,123 shares 39,123 $5.52M 0.03% +6,079 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: 35,187 shares; 2024Q4: 37,113 shares; 2025Q1: 60,522 shares; 2025Q2: 58,501 shares; 2025Q3: 66,055 shares; 2025Q4: 77,621 shares 77,621 $5.51M 0.03% +11,566 Timeline EEMA 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: 12,619 shares; 2024Q4: 12,634 shares; 2025Q1: 8,999 shares; 2025Q2: 57,784 shares; 2025Q3: 61,077 shares; 2025Q4: 58,411 shares 58,411 $5.49M 0.03% -2,666 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,297 shares; 2025Q3: 95,069 shares; 2025Q4: 98,641 shares 98,641 $5.48M 0.03% +3,572 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,514 shares; 2024Q4: 30,349 shares; 2025Q1: 34,288 shares; 2025Q2: 36,572 shares; 2025Q3: 35,355 shares; 2025Q4: 39,758 shares 39,758 $5.48M 0.03% +4,403 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: 29,460 shares; 2024Q4: 31,423 shares; 2025Q1: 28,122 shares; 2025Q2: 27,387 shares; 2025Q3: 24,962 shares; 2025Q4: 26,720 shares 26,720 $5.48M 0.03% +1,758 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: 9,124 shares; 2024Q4: 7,862 shares; 2025Q1: 7,641 shares; 2025Q2: 10,960 shares; 2025Q3: 14,496 shares; 2025Q4: 19,290 shares 19,290 $5.46M 0.03% +4,794 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,541 shares; 2024Q4: 56,404 shares; 2025Q1: 60,630 shares; 2025Q2: 43,859 shares; 2025Q3: 44,339 shares; 2025Q4: 43,359 shares 43,359 $5.46M 0.03% -980 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,399 shares; 2024Q4: 16,632 shares; 2025Q1: 17,684 shares; 2025Q2: 19,582 shares; 2025Q3: 18,915 shares; 2025Q4: 15,254 shares 15,254 $5.45M 0.03% -3,661 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: 17,332 shares; 2024Q4: 19,241 shares; 2025Q1: 85,017 shares; 2025Q2: 85,869 shares; 2025Q3: 140,744 shares; 2025Q4: 137,844 shares 137,844 $5.44M 0.03% -2,900 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 125,471 shares; 2025Q3: 166,720 shares; 2025Q4: 158,075 shares 158,075 $5.43M 0.03% -8,645 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,657 shares; 2024Q4: 33,567 shares; 2025Q1: 35,313 shares; 2025Q2: 35,630 shares; 2025Q3: 35,906 shares; 2025Q4: 36,348 shares 36,348 $5.42M 0.03% +442 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,913 shares; 2024Q4: 42,474 shares; 2025Q1: 35,787 shares; 2025Q2: 65,859 shares; 2025Q3: 41,633 shares; 2025Q4: 182,695 shares 182,695 $5.41M 0.03% +141,062 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: 27,814 shares; 2024Q4: 53,680 shares; 2025Q1: 58,043 shares; 2025Q2: 54,614 shares; 2025Q3: 63,083 shares; 2025Q4: 65,560 shares 65,560 $5.41M 0.03% +2,477 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,839 shares; 2025Q1: 1,983 shares; 2025Q2: 2,499 shares; 2025Q3: 2,963 shares; 2025Q4: 5,791 shares 5,791 $5.4M 0.03% +2,828 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,231 shares; 2024Q4: 133,569 shares; 2025Q1: 127,686 shares; 2025Q2: 131,434 shares; 2025Q3: 127,240 shares; 2025Q4: 121,165 shares 121,165 $5.4M 0.03% -6,075 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,537 shares; 2024Q4: 36,022 shares; 2025Q1: 33,708 shares; 2025Q2: 35,046 shares; 2025Q3: 33,395 shares; 2025Q4: 32,764 shares 32,764 $5.35M 0.03% -631 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: 5,653 shares; 2024Q4: 5,203 shares; 2025Q1: 7,711 shares; 2025Q2: 47,394 shares; 2025Q3: 48,397 shares; 2025Q4: 52,213 shares 52,213 $5.35M 0.03% +3,816 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355,644 shares 355,644 $5.33M 0.03% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 14,808 shares; 2025Q1: 10,503 shares; 2025Q2: 10,329 shares; 2025Q3: 10,338 shares; 2025Q4: 10,420 shares 10,420 $5.32M 0.03% +82 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: 26,971 shares; 2024Q4: 58,591 shares; 2025Q1: 54,920 shares; 2025Q2: 114,574 shares; 2025Q3: 117,506 shares; 2025Q4: 117,608 shares 117,608 $5.32M 0.03% +102 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: 76,918 shares; 2024Q4: 79,286 shares; 2025Q1: 91,417 shares; 2025Q2: 102,523 shares; 2025Q3: 105,110 shares; 2025Q4: 103,742 shares 103,742 $5.3M 0.03% -1,368 Timeline SMIG 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: 114,778 shares; 2024Q4: 141,504 shares; 2025Q1: 152,253 shares; 2025Q2: 161,879 shares; 2025Q3: 174,744 shares; 2025Q4: 183,714 shares 183,714 $5.29M 0.03% +8,970 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: 64,617 shares; 2024Q4: 67,629 shares; 2025Q1: 53,453 shares; 2025Q2: 59,331 shares; 2025Q3: 61,552 shares; 2025Q4: 103,325 shares 103,325 $5.26M 0.03% +41,773 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: 91,654 shares; 2024Q4: 76,859 shares; 2025Q1: 78,271 shares; 2025Q2: 88,544 shares; 2025Q3: 101,766 shares; 2025Q4: 101,521 shares 101,521 $5.26M 0.03% -245 Timeline DFAI 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: 104,022 shares; 2024Q4: 103,954 shares; 2025Q1: 110,752 shares; 2025Q2: 115,227 shares; 2025Q3: 122,433 shares; 2025Q4: 137,673 shares 137,673 $5.25M 0.03% +15,240 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,551 shares; 2024Q4: 26,486 shares; 2025Q1: 25,547 shares; 2025Q2: 27,700 shares; 2025Q3: 25,851 shares; 2025Q4: 28,726 shares 28,726 $5.24M 0.03% +2,875 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: 16,881 shares; 2024Q4: 17,556 shares; 2025Q1: 17,797 shares; 2025Q2: 22,764 shares; 2025Q3: 20,184 shares; 2025Q4: 30,920 shares 30,920 $5.24M 0.03% +10,736 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: 89,685 shares; 2024Q4: 92,058 shares; 2025Q1: 87,035 shares; 2025Q2: 89,438 shares; 2025Q3: 67,228 shares; 2025Q4: 70,668 shares 70,668 $5.21M 0.03% +3,440 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,188 shares; 2025Q1: 2,070 shares; 2025Q2: 2,183 shares; 2025Q3: 2,376 shares; 2025Q4: 2,416 shares 2,416 $5.19M 0.03% +40 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: 107,713 shares; 2024Q4: 102,197 shares; 2025Q1: 75,315 shares; 2025Q2: 75,033 shares; 2025Q3: 74,102 shares; 2025Q4: 77,075 shares 77,075 $5.17M 0.03% +2,973 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: 162,144 shares; 2024Q4: 189,771 shares; 2025Q1: 185,329 shares; 2025Q2: 154,942 shares; 2025Q3: 213,527 shares; 2025Q4: 211,601 shares 211,601 $5.15M 0.03% -1,926 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: 34,725 shares; 2024Q4: 36,087 shares; 2025Q1: 35,970 shares; 2025Q2: 36,779 shares; 2025Q3: 113,217 shares; 2025Q4: 112,212 shares 112,212 $5.13M 0.03% -1,005 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,228 shares; 2024Q4: 247,376 shares; 2025Q1: 256,565 shares; 2025Q2: 140,946 shares; 2025Q3: 124,074 shares; 2025Q4: 115,306 shares 115,306 $5.12M 0.03% -8,768 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,194 shares; 2024Q4: 52,473 shares; 2025Q1: 44,948 shares; 2025Q2: 43,579 shares; 2025Q3: 45,972 shares; 2025Q4: 45,205 shares 45,205 $5.1M 0.03% -767 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,751 shares; 2024Q4: 58,839 shares; 2025Q1: 59,206 shares; 2025Q2: 49,171 shares; 2025Q3: 49,138 shares; 2025Q4: 51,514 shares 51,514 $5.07M 0.03% +2,376 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: not reported; 2024Q4: 3,113 shares; 2025Q1: 3,815 shares; 2025Q2: 8,404 shares; 2025Q3: 14,824 shares; 2025Q4: 40,686 shares 40,686 $5.05M 0.03% +25,862 Timeline IGLD 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: 147,132 shares; 2024Q4: 168,052 shares; 2025Q1: 170,843 shares; 2025Q2: 176,005 shares; 2025Q3: 196,289 shares; 2025Q4: 201,204 shares 201,204 $5.03M 0.03% +4,915 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: 13,921 shares; 2024Q4: 13,798 shares; 2025Q1: 13,632 shares; 2025Q2: 13,706 shares; 2025Q3: 14,842 shares; 2025Q4: 13,584 shares 13,584 $5.02M 0.03% -1,258 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 25,032 shares; 2025Q1: 24,472 shares; 2025Q2: 51,288 shares; 2025Q3: 55,036 shares; 2025Q4: 64,739 shares 64,739 $5.01M 0.03% +9,703 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,288 shares; 2024Q4: 113,658 shares; 2025Q1: 121,526 shares; 2025Q2: 118,660 shares; 2025Q3: 137,601 shares; 2025Q4: 141,798 shares 141,798 $4.97M 0.03% +4,197 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: 55,318 shares; 2024Q4: 50,384 shares; 2025Q1: 45,898 shares; 2025Q2: 47,557 shares; 2025Q3: 50,221 shares; 2025Q4: 49,802 shares 49,802 $4.95M 0.03% -419 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: 25,637 shares; 2024Q4: 25,019 shares; 2025Q1: 24,785 shares; 2025Q2: 21,137 shares; 2025Q3: 21,260 shares; 2025Q4: 22,013 shares 22,013 $4.92M 0.03% +753 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: 105,737 shares; 2024Q4: 106,835 shares; 2025Q1: 115,408 shares; 2025Q2: 59,270 shares; 2025Q3: 58,866 shares; 2025Q4: 54,355 shares 54,355 $4.91M 0.03% -4,511 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 26,206 shares; 2025Q3: 111,621 shares; 2025Q4: 191,718 shares 191,718 $4.89M 0.03% +80,097 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,385 shares; 2024Q4: 45,515 shares; 2025Q1: 77,121 shares; 2025Q2: 83,733 shares; 2025Q3: 127,823 shares; 2025Q4: 132,548 shares 132,548 $4.88M 0.03% +4,725 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: 28,991 shares; 2024Q4: 25,700 shares; 2025Q1: 21,273 shares; 2025Q2: 19,227 shares; 2025Q3: 19,228 shares; 2025Q4: 17,445 shares 17,445 $4.87M 0.03% -1,783 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: 53,124 shares; 2024Q4: 54,485 shares; 2025Q1: 51,342 shares; 2025Q2: 51,746 shares; 2025Q3: 48,061 shares; 2025Q4: 18,789 shares 18,789 $4.86M 0.03% -29,272 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,895 shares; 2025Q2: 7,758 shares; 2025Q3: 54,463 shares; 2025Q4: 52,060 shares 52,060 $4.86M 0.03% -2,403 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,170 shares; 2024Q4: 88,933 shares; 2025Q1: 369,998 shares; 2025Q2: 150,738 shares; 2025Q3: 126,159 shares; 2025Q4: 117,221 shares 117,221 $4.85M 0.03% -8,938 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,994 shares; 2024Q4: 122,282 shares; 2025Q1: 179,995 shares; 2025Q2: 194,111 shares; 2025Q3: 225,463 shares; 2025Q4: 171,948 shares 171,948 $4.84M 0.03% -53,515 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: 17,259 shares; 2024Q4: 16,495 shares; 2025Q1: 17,405 shares; 2025Q2: 33,130 shares; 2025Q3: 85,751 shares; 2025Q4: 86,661 shares 86,661 $4.82M 0.03% +910 Timeline JEPQ 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: 92,447 shares; 2024Q4: 91,132 shares; 2025Q1: 73,742 shares; 2025Q2: 83,331 shares; 2025Q3: 81,517 shares; 2025Q4: 82,758 shares 82,758 $4.81M 0.03% +1,241 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: 25,411 shares; 2024Q4: 25,923 shares; 2025Q1: 31,818 shares; 2025Q2: 34,691 shares; 2025Q3: 40,609 shares; 2025Q4: 68,916 shares 68,916 $4.8M 0.03% +28,307 Timeline GSC 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: 83,628 shares; 2025Q1: 84,701 shares; 2025Q2: 59,101 shares; 2025Q3: 85,172 shares; 2025Q4: 88,147 shares 88,147 $4.79M 0.03% +2,975 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: 50,500 shares; 2024Q4: 61,784 shares; 2025Q1: 58,916 shares; 2025Q2: 37,256 shares; 2025Q3: 35,722 shares; 2025Q4: 47,383 shares 47,383 $4.75M 0.03% +11,661 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,637 shares; 2024Q4: 21,280 shares; 2025Q1: 20,001 shares; 2025Q2: 70,569 shares; 2025Q3: 73,827 shares; 2025Q4: 73,888 shares 73,888 $4.75M 0.03% +61 Timeline FELG 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: 134,244 shares; 2024Q4: 171,840 shares; 2025Q1: 129,682 shares; 2025Q2: 133,918 shares; 2025Q3: 96,744 shares; 2025Q4: 113,462 shares 113,462 $4.73M 0.03% +16,718 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,890 shares; 2024Q4: 531,773 shares; 2025Q1: 518,078 shares; 2025Q2: 494,616 shares; 2025Q3: 451,442 shares; 2025Q4: 273,035 shares 273,035 $4.71M 0.03% -178,407 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,576 shares; 2024Q4: 77,252 shares; 2025Q1: 71,968 shares; 2025Q2: 71,310 shares; 2025Q3: 73,488 shares; 2025Q4: 58,469 shares 58,469 $4.7M 0.03% -15,019 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: 103,726 shares; 2024Q4: 116,157 shares; 2025Q1: 100,823 shares; 2025Q2: 90,478 shares; 2025Q3: 99,257 shares; 2025Q4: 91,971 shares 91,971 $4.68M 0.03% -7,286 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,697 shares; 2025Q1: 21,473 shares; 2025Q2: 21,661 shares; 2025Q3: 84,316 shares; 2025Q4: 115,759 shares 115,759 $4.66M 0.03% +31,443 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: 40,000 shares; 2025Q2: 38,844 shares; 2025Q3: 44,127 shares; 2025Q4: 55,220 shares 55,220 $4.62M 0.03% +11,093 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,507 shares; 2024Q4: 64,911 shares; 2025Q1: 96,804 shares; 2025Q2: 108,508 shares; 2025Q3: 84,579 shares; 2025Q4: 85,812 shares 85,812 $4.6M 0.03% +1,233 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: 124,903 shares; 2024Q4: 143,045 shares; 2025Q1: 62,121 shares; 2025Q2: 55,939 shares; 2025Q3: 53,953 shares; 2025Q4: 55,119 shares 55,119 $4.6M 0.03% +1,166 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,717 shares; 2024Q4: 123,803 shares; 2025Q1: 146,951 shares; 2025Q2: 164,759 shares; 2025Q3: 193,003 shares; 2025Q4: 216,477 shares 216,477 $4.6M 0.03% +23,474 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,513 shares; 2024Q4: 369,701 shares; 2025Q1: 341,047 shares; 2025Q2: 360,327 shares; 2025Q3: 392,467 shares; 2025Q4: 433,459 shares 433,459 $4.59M 0.03% +40,992 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: 26,992 shares; 2024Q4: 24,436 shares; 2025Q1: 19,931 shares; 2025Q2: 22,526 shares; 2025Q3: 20,349 shares; 2025Q4: 21,158 shares 21,158 $4.59M 0.03% +809 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,861 shares; 2024Q4: 60,444 shares; 2025Q1: 61,393 shares; 2025Q2: 59,950 shares; 2025Q3: 61,671 shares; 2025Q4: 61,896 shares 61,896 $4.59M 0.03% +225 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: 127,796 shares; 2024Q4: 133,735 shares; 2025Q1: 69,409 shares; 2025Q2: 79,514 shares; 2025Q3: 72,951 shares; 2025Q4: 73,317 shares 73,317 $4.58M 0.03% +366 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,799 shares; 2024Q4: 235,570 shares; 2025Q1: 249,284 shares; 2025Q2: 271,979 shares; 2025Q3: 173,972 shares; 2025Q4: 129,361 shares 129,361 $4.55M 0.02% -44,611 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: 20,159 shares; 2024Q4: 19,172 shares; 2025Q1: 22,881 shares; 2025Q2: 170,176 shares; 2025Q3: 201,646 shares; 2025Q4: 157,889 shares 157,889 $4.55M 0.02% -43,757 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: 77,579 shares; 2024Q4: 75,700 shares; 2025Q1: 75,818 shares; 2025Q2: 76,574 shares; 2025Q3: 77,182 shares; 2025Q4: 78,381 shares 78,381 $4.52M 0.02% +1,199 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,289 shares 50,289 $4.51M 0.02% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,311 shares; 2024Q4: 96,233 shares; 2025Q1: 100,931 shares; 2025Q2: 83,619 shares; 2025Q3: 98,899 shares; 2025Q4: 95,135 shares 95,135 $4.5M 0.02% -3,764 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: 18,833 shares; 2024Q4: 18,952 shares; 2025Q1: 20,236 shares; 2025Q2: 21,298 shares; 2025Q3: 22,121 shares; 2025Q4: 29,403 shares 29,403 $4.5M 0.02% +7,282 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,192 shares; 2024Q4: 24,805 shares; 2025Q1: 103,412 shares; 2025Q2: 107,859 shares; 2025Q3: 95,513 shares; 2025Q4: 95,604 shares 95,604 $4.46M 0.02% +91 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,301 shares; 2025Q3: 26,479 shares; 2025Q4: 72,114 shares 72,114 $4.44M 0.02% +45,635 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,028 shares; 2024Q4: 184,052 shares; 2025Q1: 182,591 shares; 2025Q2: 182,285 shares; 2025Q3: 191,703 shares; 2025Q4: 187,131 shares 187,131 $4.43M 0.02% -4,572 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,536 shares; 2024Q4: 80,821 shares; 2025Q1: 79,498 shares; 2025Q2: 78,900 shares; 2025Q3: 84,067 shares; 2025Q4: 87,285 shares 87,285 $4.43M 0.02% +3,218 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: 82,826 shares; 2024Q4: 84,623 shares; 2025Q1: 53,267 shares; 2025Q2: 53,008 shares; 2025Q3: 57,417 shares; 2025Q4: 59,103 shares 59,103 $4.37M 0.02% +1,686 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: 18,252 shares; 2024Q4: 17,998 shares; 2025Q1: 18,583 shares; 2025Q2: 22,266 shares; 2025Q3: 23,316 shares; 2025Q4: 23,931 shares 23,931 $4.35M 0.02% +615 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,984 shares; 2024Q4: 39,810 shares; 2025Q1: 49,588 shares; 2025Q2: 46,042 shares; 2025Q3: 45,285 shares; 2025Q4: 48,278 shares 48,278 $4.35M 0.02% +2,993 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 11,310 shares; 2025Q1: 137,488 shares; 2025Q2: 208,234 shares; 2025Q3: 243,999 shares; 2025Q4: 244,313 shares 244,313 $4.35M 0.02% +314 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,412 shares; 2024Q4: 56,149 shares; 2025Q1: 51,849 shares; 2025Q2: 60,663 shares; 2025Q3: 71,131 shares; 2025Q4: 66,749 shares 66,749 $4.34M 0.02% -4,382 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: 22,250 shares; 2024Q4: 19,670 shares; 2025Q1: 18,783 shares; 2025Q2: 19,963 shares; 2025Q3: 17,643 shares; 2025Q4: 23,473 shares 23,473 $4.32M 0.02% +5,830 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,783 shares; 2024Q4: 39,476 shares; 2025Q1: 27,260 shares; 2025Q2: 30,863 shares; 2025Q3: 24,592 shares; 2025Q4: 23,324 shares 23,324 $4.32M 0.02% -1,268 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,303 shares; 2024Q4: 235,282 shares; 2025Q1: 234,268 shares; 2025Q2: 234,209 shares; 2025Q3: 234,392 shares; 2025Q4: 328,554 shares 328,554 $4.31M 0.02% +94,162 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: 17,969 shares; 2024Q4: 21,381 shares; 2025Q1: 23,372 shares; 2025Q2: 24,091 shares; 2025Q3: 24,345 shares; 2025Q4: 24,676 shares 24,676 $4.28M 0.02% +331 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: 146,581 shares; 2024Q4: 163,244 shares; 2025Q1: 108,804 shares; 2025Q2: 138,205 shares; 2025Q3: 130,681 shares; 2025Q4: 162,459 shares 162,459 $4.28M 0.02% +31,778 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,924 shares; 2024Q4: 8,263 shares; 2025Q1: 3,938 shares; 2025Q2: 3,520 shares; 2025Q3: 3,527 shares; 2025Q4: 24,510 shares 24,510 $4.27M 0.02% +20,983 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,107 shares; 2024Q4: 11,663 shares; 2025Q1: 9,951 shares; 2025Q2: 13,293 shares; 2025Q3: 17,648 shares; 2025Q4: 18,940 shares 18,940 $4.26M 0.02% +1,292 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 15,921 shares; 2025Q1: 15,207 shares; 2025Q2: 15,261 shares; 2025Q3: 16,502 shares; 2025Q4: 19,597 shares 19,597 $4.25M 0.02% +3,095 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,633 shares; 2024Q4: 29,320 shares; 2025Q1: 28,170 shares; 2025Q2: 26,980 shares; 2025Q3: 21,500 shares; 2025Q4: 19,711 shares 19,711 $4.23M 0.02% -1,789 Timeline PSLV 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: 139,496 shares; 2024Q4: 77,723 shares; 2025Q1: 89,123 shares; 2025Q2: 98,523 shares; 2025Q3: 103,527 shares; 2025Q4: 178,930 shares 178,930 $4.23M 0.02% +75,403 Timeline MLN 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: 242,268 shares; 2024Q4: 232,507 shares; 2025Q1: 233,713 shares; 2025Q2: 225,553 shares; 2025Q3: 235,186 shares; 2025Q4: 240,479 shares 240,479 $4.22M 0.02% +5,293 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: 63,881 shares; 2024Q4: 59,927 shares; 2025Q1: 59,981 shares; 2025Q2: 60,568 shares; 2025Q3: 57,788 shares; 2025Q4: 62,376 shares 62,376 $4.19M 0.02% +4,588 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 26,259 shares; 2025Q1: 25,635 shares; 2025Q2: 25,450 shares; 2025Q3: 26,869 shares; 2025Q4: 31,733 shares 31,733 $4.18M 0.02% +4,864 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,057 shares; 2024Q4: 36,853 shares; 2025Q1: 87,044 shares; 2025Q2: 92,153 shares; 2025Q3: 109,673 shares; 2025Q4: 128,116 shares 128,116 $4.16M 0.02% +18,443 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,654 shares; 2024Q4: 33,118 shares; 2025Q1: 38,530 shares; 2025Q2: 39,873 shares; 2025Q3: 43,239 shares; 2025Q4: 44,059 shares 44,059 $4.16M 0.02% +820 Timeline DFNL 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: 76,052 shares; 2024Q4: 78,690 shares; 2025Q1: 83,528 shares; 2025Q2: 85,303 shares; 2025Q3: 83,686 shares; 2025Q4: 85,475 shares 85,475 $4.13M 0.02% +1,789 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: 27,644 shares; 2024Q4: 22,378 shares; 2025Q1: 13,926 shares; 2025Q2: 25,005 shares; 2025Q3: 23,381 shares; 2025Q4: 22,776 shares 22,776 $4.11M 0.02% -605 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: 12,504 shares; 2024Q4: 12,026 shares; 2025Q1: 13,125 shares; 2025Q2: 14,316 shares; 2025Q3: 16,362 shares; 2025Q4: 15,814 shares 15,814 $4.1M 0.02% -548 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: 32,402 shares; 2024Q4: 35,115 shares; 2025Q1: 54,709 shares; 2025Q2: 43,446 shares; 2025Q3: 44,399 shares; 2025Q4: 53,216 shares 53,216 $4.09M 0.02% +8,817 Timeline FV 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: 67,106 shares; 2024Q4: 66,734 shares; 2025Q1: 66,633 shares; 2025Q2: 71,879 shares; 2025Q3: 70,639 shares; 2025Q4: 65,007 shares 65,007 $4.09M 0.02% -5,632 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: 8,107 shares; 2024Q4: 8,335 shares; 2025Q1: 10,579 shares; 2025Q2: 10,466 shares; 2025Q3: 9,014 shares; 2025Q4: 7,960 shares 7,960 $4.07M 0.02% -1,054 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,984 shares; 2025Q3: 27,301 shares; 2025Q4: 28,167 shares 28,167 $4.05M 0.02% +866 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: 705,754 shares; 2024Q4: 558,501 shares; 2025Q1: 544,960 shares; 2025Q2: 473,626 shares; 2025Q3: 116,030 shares; 2025Q4: 141,544 shares 141,544 $4.03M 0.02% +25,514 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: 20,307 shares; 2024Q4: 21,463 shares; 2025Q1: 16,817 shares; 2025Q2: 17,724 shares; 2025Q3: 18,214 shares; 2025Q4: 22,359 shares 22,359 $4.03M 0.02% +4,145 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: 57,841 shares; 2024Q4: 47,370 shares; 2025Q1: 41,497 shares; 2025Q2: 41,117 shares; 2025Q3: 49,000 shares; 2025Q4: 49,062 shares 49,062 $4.02M 0.02% +62 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: 58,140 shares; 2024Q4: 70,576 shares; 2025Q1: 70,967 shares; 2025Q2: 74,513 shares; 2025Q3: 66,803 shares; 2025Q4: 61,868 shares 61,868 $4.01M 0.02% -4,935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,768 shares; 2025Q3: 29,602 shares; 2025Q4: 34,950 shares 34,950 $3.98M 0.02% +5,348 Timeline SHYL 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: 34,670 shares; 2024Q4: 36,817 shares; 2025Q1: 63,361 shares; 2025Q2: 69,334 shares; 2025Q3: 83,441 shares; 2025Q4: 88,383 shares 88,383 $3.97M 0.02% +4,942 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,985 shares; 2024Q4: 284,558 shares; 2025Q1: 95,365 shares; 2025Q2: 99,762 shares; 2025Q3: 120,513 shares; 2025Q4: 149,801 shares 149,801 $3.97M 0.02% +29,288 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,268 shares; 2024Q4: 46,346 shares; 2025Q1: 45,945 shares; 2025Q2: 47,521 shares; 2025Q3: 46,961 shares; 2025Q4: 46,878 shares 46,878 $3.95M 0.02% -83 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 3,876 shares; 2025Q1: 20,068 shares; 2025Q2: 19,884 shares; 2025Q3: 32,144 shares; 2025Q4: 32,729 shares 32,729 $3.92M 0.02% +585 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: 8,220 shares; 2024Q4: 7,956 shares; 2025Q1: 4,595 shares; 2025Q2: 4,930 shares; 2025Q3: 5,308 shares; 2025Q4: 6,263 shares 6,263 $3.9M 0.02% +955 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,758 shares; 2024Q4: 20,539 shares; 2025Q1: 99,979 shares; 2025Q2: 110,330 shares; 2025Q3: 114,920 shares; 2025Q4: 112,977 shares 112,977 $3.9M 0.02% -1,943 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,311 shares; 2024Q4: 17,013 shares; 2025Q1: 15,980 shares; 2025Q2: 16,048 shares; 2025Q3: 16,327 shares; 2025Q4: 16,065 shares 16,065 $3.86M 0.02% -262 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: 38,185 shares; 2024Q4: 31,087 shares; 2025Q1: 26,607 shares; 2025Q2: 35,084 shares; 2025Q3: 35,556 shares; 2025Q4: 77,454 shares 77,454 $3.83M 0.02% +41,898 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: 85,798 shares; 2024Q4: 120,488 shares; 2025Q1: 63,648 shares; 2025Q2: 171,792 shares; 2025Q3: 59,975 shares; 2025Q4: 74,869 shares 74,869 $3.83M 0.02% +14,894 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,008 shares; 2024Q4: 77,710 shares; 2025Q1: 72,497 shares; 2025Q2: 67,241 shares; 2025Q3: 65,572 shares; 2025Q4: 44,357 shares 44,357 $3.83M 0.02% -21,215 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: 28,760 shares; 2024Q4: 27,056 shares; 2025Q1: 33,500 shares; 2025Q2: 28,851 shares; 2025Q3: 30,351 shares; 2025Q4: 30,647 shares 30,647 $3.82M 0.02% +296 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,251 shares 52,251 $3.82M 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 19,684 shares; 2025Q1: 19,189 shares; 2025Q2: 19,431 shares; 2025Q3: 19,523 shares; 2025Q4: 19,544 shares 19,544 $3.82M 0.02% +21 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,649 shares; 2024Q4: 54,555 shares; 2025Q1: 54,405 shares; 2025Q2: 57,727 shares; 2025Q3: 58,017 shares; 2025Q4: 57,552 shares 57,552 $3.8M 0.02% -465 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: 52,418 shares; 2024Q4: 51,076 shares; 2025Q1: 50,495 shares; 2025Q2: 48,770 shares; 2025Q3: 53,835 shares; 2025Q4: 53,226 shares 53,226 $3.8M 0.02% -609 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,310 shares; 2024Q4: 53,298 shares; 2025Q1: 50,862 shares; 2025Q2: 49,473 shares; 2025Q3: 44,905 shares; 2025Q4: 43,060 shares 43,060 $3.75M 0.02% -1,845 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: 17,801 shares; 2024Q4: 17,102 shares; 2025Q1: 16,768 shares; 2025Q2: 16,224 shares; 2025Q3: 15,849 shares; 2025Q4: 12,876 shares 12,876 $3.74M 0.02% -2,973 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,455 shares; 2024Q4: 28,803 shares; 2025Q1: 21,635 shares; 2025Q2: 21,887 shares; 2025Q3: 23,232 shares; 2025Q4: 48,149 shares 48,149 $3.73M 0.02% +24,917 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,145 shares; 2024Q4: 46,148 shares; 2025Q1: 50,475 shares; 2025Q2: 52,617 shares; 2025Q3: 52,618 shares; 2025Q4: 58,672 shares 58,672 $3.72M 0.02% +6,054 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,861 shares; 2025Q1: 3,890 shares; 2025Q2: 11,091 shares; 2025Q3: 19,534 shares; 2025Q4: 21,336 shares 21,336 $3.71M 0.02% +1,802 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,679 shares; 2024Q4: 95,467 shares; 2025Q1: 79,963 shares; 2025Q2: 275,767 shares; 2025Q3: 317,482 shares; 2025Q4: 315,026 shares 315,026 $3.7M 0.02% -2,456 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 9,655 shares; 2025Q1: 9,568 shares; 2025Q2: 11,492 shares; 2025Q3: 11,163 shares; 2025Q4: 12,324 shares 12,324 $3.68M 0.02% +1,161 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,116 shares; 2024Q4: 29,168 shares; 2025Q1: 29,440 shares; 2025Q2: 28,019 shares; 2025Q3: 28,721 shares; 2025Q4: 28,461 shares 28,461 $3.67M 0.02% -260 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: 26,841 shares; 2024Q4: 26,210 shares; 2025Q1: 23,937 shares; 2025Q2: 29,728 shares; 2025Q3: 31,098 shares; 2025Q4: 26,572 shares 26,572 $3.67M 0.02% -4,526 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: 138,519 shares; 2024Q4: 251,294 shares; 2025Q1: 304,834 shares; 2025Q2: 205,249 shares; 2025Q3: 97,853 shares; 2025Q4: 139,042 shares 139,042 $3.66M 0.02% +41,189 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,920 shares; 2024Q4: 59,455 shares; 2025Q1: 68,359 shares; 2025Q2: 99,661 shares; 2025Q3: 104,328 shares; 2025Q4: 115,535 shares 115,535 $3.66M 0.02% +11,207 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 6,811 shares; 2025Q1: 4,953 shares; 2025Q2: 9,198 shares; 2025Q3: 13,817 shares; 2025Q4: 15,903 shares 15,903 $3.64M 0.02% +2,086 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,148 shares; 2025Q3: 2,119 shares; 2025Q4: 34,055 shares 34,055 $3.63M 0.02% +31,936 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 21,295 shares; 2025Q1: 24,230 shares; 2025Q2: 26,412 shares; 2025Q3: 33,604 shares; 2025Q4: 47,577 shares 47,577 $3.63M 0.02% +13,973 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,312 shares; 2024Q4: 36,724 shares; 2025Q1: 37,764 shares; 2025Q2: 55,315 shares; 2025Q3: 58,855 shares; 2025Q4: 100,042 shares 100,042 $3.62M 0.02% +41,187 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: 36,200 shares; 2024Q4: 36,158 shares; 2025Q1: 37,787 shares; 2025Q2: 37,552 shares; 2025Q3: 40,925 shares; 2025Q4: 44,882 shares 44,882 $3.62M 0.02% +3,957 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 87,487 shares; 2025Q1: 87,598 shares; 2025Q2: 87,487 shares; 2025Q3: 87,487 shares; 2025Q4: 81,487 shares 81,487 $3.59M 0.02% -6,000 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,936 shares; 2024Q4: 164,825 shares; 2025Q1: 170,494 shares; 2025Q2: 190,209 shares; 2025Q3: 211,733 shares; 2025Q4: 223,123 shares 223,123 $3.59M 0.02% +11,390 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: 87,178 shares; 2024Q4: 85,239 shares; 2025Q1: 84,519 shares; 2025Q2: 81,168 shares; 2025Q3: 79,245 shares; 2025Q4: 77,884 shares 77,884 $3.57M 0.02% -1,361 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,892 shares; 2024Q4: 169,613 shares; 2025Q1: 174,978 shares; 2025Q2: 151,954 shares; 2025Q3: 175,379 shares; 2025Q4: 150,272 shares 150,272 $3.56M 0.02% -25,107 Timeline PID 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: 139,853 shares; 2024Q4: 143,312 shares; 2025Q1: 148,341 shares; 2025Q2: 144,948 shares; 2025Q3: 152,284 shares; 2025Q4: 161,414 shares 161,414 $3.55M 0.02% +9,130 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,183 shares; 2024Q4: 42,911 shares; 2025Q1: 31,844 shares; 2025Q2: 35,658 shares; 2025Q3: 33,539 shares; 2025Q4: 33,894 shares 33,894 $3.53M 0.02% +355 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,831 shares; 2024Q4: 67,741 shares; 2025Q1: 83,530 shares; 2025Q2: 86,580 shares; 2025Q3: 86,969 shares; 2025Q4: 85,138 shares 85,138 $3.52M 0.02% -1,831 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: 89,713 shares; 2024Q4: 90,443 shares; 2025Q1: 81,556 shares; 2025Q2: 63,138 shares; 2025Q3: 65,137 shares; 2025Q4: 69,453 shares 69,453 $3.5M 0.02% +4,316 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: 24,506 shares; 2024Q4: 25,448 shares; 2025Q1: 23,909 shares; 2025Q2: 13,445 shares; 2025Q3: 13,574 shares; 2025Q4: 18,097 shares 18,097 $3.5M 0.02% +4,523 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: 2,116 shares; 2024Q4: 2,415 shares; 2025Q1: 2,542 shares; 2025Q2: 4,610 shares; 2025Q3: 5,710 shares; 2025Q4: 14,457 shares 14,457 $3.49M 0.02% +8,747 Timeline IBMO 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: 101,951 shares; 2024Q4: 106,042 shares; 2025Q1: 104,506 shares; 2025Q2: 96,681 shares; 2025Q3: 96,882 shares; 2025Q4: 135,720 shares 135,720 $3.48M 0.02% +38,838 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,160 shares; 2024Q4: 43,674 shares; 2025Q1: 35,624 shares; 2025Q2: 45,244 shares; 2025Q3: 53,179 shares; 2025Q4: 75,707 shares 75,707 $3.48M 0.02% +22,528 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,943 shares; 2024Q4: 317,539 shares; 2025Q1: 125,801 shares; 2025Q2: 121,017 shares; 2025Q3: 139,919 shares; 2025Q4: 144,300 shares 144,300 $3.47M 0.02% +4,381 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,617 shares; 2024Q4: 27,306 shares; 2025Q1: 26,991 shares; 2025Q2: 26,629 shares; 2025Q3: 26,578 shares; 2025Q4: 27,356 shares 27,356 $3.46M 0.02% +778 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: 12,015 shares; 2024Q4: 8,337 shares; 2025Q1: 8,036 shares; 2025Q2: 7,775 shares; 2025Q3: 8,256 shares; 2025Q4: 7,350 shares 7,350 $3.45M 0.02% -906 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,353 shares; 2024Q4: 18,309 shares; 2025Q1: 20,284 shares; 2025Q2: 20,755 shares; 2025Q3: 20,596 shares; 2025Q4: 25,802 shares 25,802 $3.43M 0.02% +5,206 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,675 shares; 2024Q4: 100,249 shares; 2025Q1: 117,809 shares; 2025Q2: 145,668 shares; 2025Q3: 149,358 shares; 2025Q4: 149,657 shares 149,657 $3.42M 0.02% +299 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 9,160 shares; 2025Q1: 18,723 shares; 2025Q2: 14,671 shares; 2025Q3: 21,822 shares; 2025Q4: 24,076 shares 24,076 $3.41M 0.02% +2,254 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: 29,095 shares; 2024Q4: 28,313 shares; 2025Q1: 28,187 shares; 2025Q2: 28,461 shares; 2025Q3: 28,579 shares; 2025Q4: 28,646 shares 28,646 $3.4M 0.02% +67 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,423 shares; 2024Q4: 30,552 shares; 2025Q1: 29,532 shares; 2025Q2: 34,714 shares; 2025Q3: 36,369 shares; 2025Q4: 34,836 shares 34,836 $3.39M 0.02% -1,533 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,101 shares; 2024Q4: 47,922 shares; 2025Q1: 15,966 shares; 2025Q2: 14,859 shares; 2025Q3: 16,066 shares; 2025Q4: 14,845 shares 14,845 $3.38M 0.02% -1,221 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: 20,270 shares; 2024Q4: 19,012 shares; 2025Q1: 16,983 shares; 2025Q2: 17,758 shares; 2025Q3: 16,565 shares; 2025Q4: 16,375 shares 16,375 $3.38M 0.02% -190 Timeline ROAM 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: 97,242 shares; 2024Q4: 107,482 shares; 2025Q1: 114,240 shares; 2025Q2: 116,638 shares; 2025Q3: 113,313 shares; 2025Q4: 115,486 shares 115,486 $3.36M 0.02% +2,173 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,294 shares; 2024Q4: 40,749 shares; 2025Q1: 40,199 shares; 2025Q2: 42,195 shares; 2025Q3: 44,981 shares; 2025Q4: 48,207 shares 48,207 $3.35M 0.02% +3,226 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,350 shares; 2024Q4: 120,901 shares; 2025Q1: 121,748 shares; 2025Q2: 127,432 shares; 2025Q3: 144,847 shares; 2025Q4: 155,986 shares 155,986 $3.35M 0.02% +11,139 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,919 shares; 2024Q4: 91,665 shares; 2025Q1: 71,346 shares; 2025Q2: 129,830 shares; 2025Q3: 169,068 shares; 2025Q4: 208,210 shares 208,210 $3.35M 0.02% +39,142 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,155 shares; 2024Q4: 53,935 shares; 2025Q1: 54,285 shares; 2025Q2: 62,577 shares; 2025Q3: 63,338 shares; 2025Q4: 80,694 shares 80,694 $3.32M 0.02% +17,356 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,871 shares; 2024Q4: 20,745 shares; 2025Q1: 17,653 shares; 2025Q2: 20,567 shares; 2025Q3: 21,205 shares; 2025Q4: 20,850 shares 20,850 $3.32M 0.02% -355 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,708 shares; 2024Q4: 41,904 shares; 2025Q1: 43,873 shares; 2025Q2: 24,632 shares; 2025Q3: 44,743 shares; 2025Q4: 45,956 shares 45,956 $3.32M 0.02% +1,213 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: 22,778 shares; 2024Q4: 23,424 shares; 2025Q1: 20,234 shares; 2025Q2: 22,250 shares; 2025Q3: 24,580 shares; 2025Q4: 25,242 shares 25,242 $3.31M 0.02% +662 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 6,437 shares; 2025Q1: 4,156 shares; 2025Q2: 9,024 shares; 2025Q3: 12,817 shares; 2025Q4: 14,640 shares 14,640 $3.3M 0.02% +1,823 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: 30,220 shares; 2024Q4: 29,512 shares; 2025Q1: 25,529 shares; 2025Q2: 25,106 shares; 2025Q3: 25,634 shares; 2025Q4: 25,495 shares 25,495 $3.29M 0.02% -139 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,662 shares; 2024Q4: 16,863 shares; 2025Q1: 19,027 shares; 2025Q2: 42,556 shares; 2025Q3: 58,658 shares; 2025Q4: 64,544 shares 64,544 $3.27M 0.02% +5,886 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: 165,094 shares; 2024Q4: 157,141 shares; 2025Q1: 117,434 shares; 2025Q2: 126,186 shares; 2025Q3: 91,711 shares; 2025Q4: 88,152 shares 88,152 $3.26M 0.02% -3,559 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,188 shares; 2025Q3: 10,912 shares; 2025Q4: 45,006 shares 45,006 $3.25M 0.02% +34,094 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,575 shares; 2024Q4: 254,635 shares; 2025Q1: 169,457 shares; 2025Q2: 188,293 shares; 2025Q3: 193,893 shares; 2025Q4: 185,606 shares 185,606 $3.25M 0.02% -8,287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,111 shares 153,111 $3.24M 0.02% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,604 shares; 2024Q4: 15,935 shares; 2025Q1: 12,719 shares; 2025Q2: 12,520 shares; 2025Q3: 102,515 shares; 2025Q4: 70,266 shares 70,266 $3.24M 0.02% -32,249 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,098 shares; 2024Q4: 18,577 shares; 2025Q1: 15,757 shares; 2025Q2: 13,952 shares; 2025Q3: 13,662 shares; 2025Q4: 14,479 shares 14,479 $3.23M 0.02% +817 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 19,562 shares; 2025Q1: 18,060 shares; 2025Q2: 18,055 shares; 2025Q3: 18,744 shares; 2025Q4: 18,542 shares 18,542 $3.23M 0.02% -202 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,379 shares; 2024Q4: 72,289 shares; 2025Q1: 67,807 shares; 2025Q2: 73,073 shares; 2025Q3: 62,252 shares; 2025Q4: 61,098 shares 61,098 $3.23M 0.02% -1,154 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 11,606 shares; 2025Q1: 12,696 shares; 2025Q2: 17,997 shares; 2025Q3: 19,475 shares; 2025Q4: 19,959 shares 19,959 $3.23M 0.02% +484 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: 218,507 shares; 2024Q4: 214,754 shares; 2025Q1: 210,816 shares; 2025Q2: 104,588 shares; 2025Q3: 112,252 shares; 2025Q4: 110,136 shares 110,136 $3.22M 0.02% -2,116 Timeline LDSF 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: 152,900 shares; 2024Q4: 160,120 shares; 2025Q1: 168,975 shares; 2025Q2: 173,095 shares; 2025Q3: 169,537 shares; 2025Q4: 167,648 shares 167,648 $3.21M 0.02% -1,889 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: 19,574 shares; 2024Q4: 23,847 shares; 2025Q1: 19,630 shares; 2025Q2: 19,891 shares; 2025Q3: 23,523 shares; 2025Q4: 19,901 shares 19,901 $3.2M 0.02% -3,622 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,773 shares; 2025Q1: 119,765 shares; 2025Q2: 126,411 shares; 2025Q3: 138,300 shares; 2025Q4: 152,057 shares 152,057 $3.2M 0.02% +13,757 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: 183,616 shares; 2024Q4: 190,357 shares; 2025Q1: 171,468 shares; 2025Q2: 175,765 shares; 2025Q3: 174,510 shares; 2025Q4: 166,115 shares 166,115 $3.19M 0.02% -8,395 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: 126,067 shares; 2024Q4: 126,349 shares; 2025Q1: 101,016 shares; 2025Q2: 90,571 shares; 2025Q3: 85,167 shares; 2025Q4: 78,417 shares 78,417 $3.17M 0.02% -6,750 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,795 shares; 2024Q4: 97,575 shares; 2025Q1: 76,778 shares; 2025Q2: 49,373 shares; 2025Q3: 41,572 shares; 2025Q4: 53,754 shares 53,754 $3.16M 0.02% +12,182 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: 21,056 shares; 2024Q4: 27,330 shares; 2025Q1: 14,812 shares; 2025Q2: 21,250 shares; 2025Q3: 17,024 shares; 2025Q4: 31,958 shares 31,958 $3.16M 0.02% +14,934 Timeline IBMP 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: 28,599 shares; 2024Q4: 25,727 shares; 2025Q1: 25,789 shares; 2025Q2: 63,455 shares; 2025Q3: 65,609 shares; 2025Q4: 123,517 shares 123,517 $3.14M 0.02% +57,908 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 10,510 shares; 2025Q1: 9,995 shares; 2025Q2: 11,055 shares; 2025Q3: 14,537 shares; 2025Q4: 15,459 shares 15,459 $3.14M 0.02% +922 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,374 shares; 2024Q4: 35,371 shares; 2025Q1: 33,914 shares; 2025Q2: 30,889 shares; 2025Q3: 30,487 shares; 2025Q4: 27,475 shares 27,475 $3.13M 0.02% -3,012 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,800 shares; 2024Q4: 47,462 shares; 2025Q1: 49,256 shares; 2025Q2: 47,961 shares; 2025Q3: 57,135 shares; 2025Q4: 57,836 shares 57,836 $3.13M 0.02% +701 Timeline EMGF 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: 327,269 shares; 2024Q4: 337,654 shares; 2025Q1: 35,217 shares; 2025Q2: 73,898 shares; 2025Q3: 43,958 shares; 2025Q4: 53,973 shares 53,973 $3.12M 0.02% +10,015 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,254 shares; 2024Q4: 76,428 shares; 2025Q1: 79,431 shares; 2025Q2: 76,629 shares; 2025Q3: 48,773 shares; 2025Q4: 47,926 shares 47,926 $3.12M 0.02% -847 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: 30,016 shares; 2024Q4: 30,037 shares; 2025Q1: 29,249 shares; 2025Q2: 28,453 shares; 2025Q3: 27,838 shares; 2025Q4: 28,396 shares 28,396 $3.11M 0.02% +558 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: 212,887 shares; 2024Q4: 205,731 shares; 2025Q1: 246,385 shares; 2025Q2: 247,854 shares; 2025Q3: 193,831 shares; 2025Q4: 175,541 shares 175,541 $3.1M 0.02% -18,290 Timeline SPIB 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: 140,386 shares; 2024Q4: 151,670 shares; 2025Q1: 149,913 shares; 2025Q2: 145,050 shares; 2025Q3: 102,180 shares; 2025Q4: 91,716 shares 91,716 $3.1M 0.02% -10,464 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,760 shares; 2025Q4: 55,767 shares 55,767 $3.1M 0.02% +18,007 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 19,790 shares; 2025Q1: 17,668 shares; 2025Q2: 26,210 shares; 2025Q3: 24,518 shares; 2025Q4: 23,786 shares 23,786 $3.1M 0.02% -732 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: 8,525 shares; 2024Q4: 8,684 shares; 2025Q1: 8,557 shares; 2025Q2: 8,493 shares; 2025Q3: 14,214 shares; 2025Q4: 21,607 shares 21,607 $3.1M 0.02% +7,393 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: 67,712 shares; 2024Q4: 107,646 shares; 2025Q1: 112,612 shares; 2025Q2: 114,906 shares; 2025Q3: 117,283 shares; 2025Q4: 117,829 shares 117,829 $3.09M 0.02% +546 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,779 shares 59,779 $3.08M 0.02% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,321 shares; 2024Q4: 31,371 shares; 2025Q1: 31,849 shares; 2025Q2: 30,487 shares; 2025Q3: 32,250 shares; 2025Q4: 51,457 shares 51,457 $3.06M 0.02% +19,207 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,104 shares; 2024Q4: 9,988 shares; 2025Q1: 11,153 shares; 2025Q2: 13,964 shares; 2025Q3: 13,534 shares; 2025Q4: 13,536 shares 13,536 $3.06M 0.02% +2 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,100 shares; 2024Q4: 78,415 shares; 2025Q1: 77,621 shares; 2025Q2: 77,359 shares; 2025Q3: 66,134 shares; 2025Q4: 65,033 shares 65,033 $3.04M 0.02% -1,101 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,549 shares; 2024Q4: 20,356 shares; 2025Q1: 20,770 shares; 2025Q2: 21,127 shares; 2025Q3: 20,568 shares; 2025Q4: 18,931 shares 18,931 $3.04M 0.02% -1,637 Timeline USXF 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: 65,880 shares; 2024Q4: 63,307 shares; 2025Q1: 66,639 shares; 2025Q2: 52,452 shares; 2025Q3: 49,824 shares; 2025Q4: 52,638 shares 52,638 $3.03M 0.02% +2,814 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,006 shares; 2024Q4: 53,627 shares; 2025Q1: 47,901 shares; 2025Q2: 49,636 shares; 2025Q3: 52,824 shares; 2025Q4: 50,493 shares 50,493 $3.03M 0.02% -2,331 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: 15,764 shares; 2024Q4: 15,540 shares; 2025Q1: 15,760 shares; 2025Q2: 16,515 shares; 2025Q3: 16,499 shares; 2025Q4: 15,608 shares 15,608 $3.02M 0.02% -891 Timeline ICSH 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: 20,567 shares; 2024Q4: 31,566 shares; 2025Q1: 26,973 shares; 2025Q2: 42,470 shares; 2025Q3: 55,922 shares; 2025Q4: 59,597 shares 59,597 $3.01M 0.02% +3,675 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 36,813 shares; 2025Q1: 23,868 shares; 2025Q2: 31,888 shares; 2025Q3: 41,109 shares; 2025Q4: 37,185 shares 37,185 $3.01M 0.02% -3,924 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 8,161 shares; 2025Q1: 8,195 shares; 2025Q2: 8,645 shares; 2025Q3: 9,674 shares; 2025Q4: 11,876 shares 11,876 $3.01M 0.02% +2,202 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,313 shares; 2024Q4: 215,889 shares; 2025Q1: 246,668 shares; 2025Q2: 279,232 shares; 2025Q3: 236,378 shares; 2025Q4: 241,121 shares 241,121 $3M 0.02% +4,743 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,505 shares; 2025Q1: 1,350 shares; 2025Q2: 1,608 shares; 2025Q3: 3,296 shares; 2025Q4: 5,403 shares 5,403 $2.98M 0.02% +2,107 Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES 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: 176,800 shares; 2025Q3: 176,868 shares; 2025Q4: 176,889 shares 176,889 $2.97M 0.02% +21 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 10,286 shares; 2025Q1: 9,016 shares; 2025Q2: 9,638 shares; 2025Q3: 9,720 shares; 2025Q4: 9,803 shares 9,803 $2.96M 0.02% +83 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: 60,358 shares; 2024Q4: 62,553 shares; 2025Q1: 66,171 shares; 2025Q2: 66,079 shares; 2025Q3: 59,278 shares; 2025Q4: 57,358 shares 57,358 $2.96M 0.02% -1,920 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,752 shares; 2024Q4: 122,774 shares; 2025Q1: 106,337 shares; 2025Q2: 151,444 shares; 2025Q3: 183,344 shares; 2025Q4: 170,497 shares 170,497 $2.96M 0.02% -12,847 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,310 shares; 2024Q4: 239,879 shares; 2025Q1: 222,656 shares; 2025Q2: 224,236 shares; 2025Q3: 265,534 shares; 2025Q4: 291,629 shares 291,629 $2.95M 0.02% +26,095 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,352 shares; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,400 shares; 2025Q4: 13,527 shares 13,527 $2.94M 0.02% +11,127 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,206 shares 141,206 $2.94M 0.02% new Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,843 shares; 2025Q3: 52,860 shares; 2025Q4: 82,580 shares 82,580 $2.93M 0.02% +29,720 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,248 shares; 2024Q4: 16,780 shares; 2025Q1: 16,336 shares; 2025Q2: 17,529 shares; 2025Q3: 19,681 shares; 2025Q4: 20,536 shares 20,536 $2.93M 0.02% +855 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,261 shares; 2024Q4: 71,444 shares; 2025Q1: 36,925 shares; 2025Q2: 16,117 shares; 2025Q3: 30,911 shares; 2025Q4: 66,624 shares 66,624 $2.92M 0.02% +35,713 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: 42,923 shares; 2025Q3: 49,620 shares; 2025Q4: 41,625 shares 41,625 $2.9M 0.02% -7,995 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,893 shares; 2024Q4: 22,396 shares; 2025Q1: 26,191 shares; 2025Q2: 24,728 shares; 2025Q3: 24,950 shares; 2025Q4: 25,790 shares 25,790 $2.9M 0.02% +840 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: 43,969 shares; 2024Q4: 45,479 shares; 2025Q1: 39,820 shares; 2025Q2: 36,231 shares; 2025Q3: 41,737 shares; 2025Q4: 49,600 shares 49,600 $2.9M 0.02% +7,863 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,018 shares; 2024Q4: 15,817 shares; 2025Q1: 13,650 shares; 2025Q2: 13,731 shares; 2025Q3: 20,060 shares; 2025Q4: 21,290 shares 21,290 $2.9M 0.02% +1,230 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,668 shares; 2024Q4: 298,486 shares; 2025Q1: 165,130 shares; 2025Q2: 195,215 shares; 2025Q3: 192,287 shares; 2025Q4: 182,101 shares 182,101 $2.89M 0.02% -10,186 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: not reported; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 20,521 shares; 2025Q3: 34,462 shares; 2025Q4: 36,608 shares 36,608 $2.88M 0.02% +2,146 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,305 shares; 2024Q4: 275,503 shares; 2025Q1: 276,833 shares; 2025Q2: 281,062 shares; 2025Q3: 285,917 shares; 2025Q4: 231,266 shares 231,266 $2.87M 0.02% -54,651 Timeline QLTA 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: 33,841 shares; 2024Q4: 52,160 shares; 2025Q1: 53,822 shares; 2025Q2: 75,733 shares; 2025Q3: 79,325 shares; 2025Q4: 59,637 shares 59,637 $2.87M 0.02% -19,688 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,207 shares; 2024Q4: 36,773 shares; 2025Q1: 29,396 shares; 2025Q2: 21,448 shares; 2025Q3: 33,220 shares; 2025Q4: 29,474 shares 29,474 $2.87M 0.02% -3,746 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,604 shares; 2024Q4: 604,482 shares; 2025Q1: 535,455 shares; 2025Q2: 575,897 shares; 2025Q3: 643,654 shares; 2025Q4: 652,516 shares 652,516 $2.86M 0.02% +8,862 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,551 shares; 2024Q4: 17,218 shares; 2025Q1: 16,753 shares; 2025Q2: 16,345 shares; 2025Q3: 14,018 shares; 2025Q4: 35,371 shares 35,371 $2.86M 0.02% +21,353 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: 145,942 shares; 2024Q4: 174,142 shares; 2025Q1: 178,897 shares; 2025Q2: 212,080 shares; 2025Q3: 230,803 shares; 2025Q4: 241,583 shares 241,583 $2.85M 0.02% +10,780 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: 10,663 shares; 2024Q4: 11,720 shares; 2025Q1: 15,391 shares; 2025Q2: 19,263 shares; 2025Q3: 21,168 shares; 2025Q4: 12,559 shares 12,559 $2.84M 0.02% -8,609 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,007 shares; 2025Q2: 90,802 shares; 2025Q3: 92,810 shares; 2025Q4: 79,340 shares 79,340 $2.84M 0.02% -13,470 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,988 shares; 2024Q4: 31,526 shares; 2025Q1: 31,042 shares; 2025Q2: 29,720 shares; 2025Q3: 28,862 shares; 2025Q4: 27,133 shares 27,133 $2.84M 0.02% -1,729 Timeline JGRO 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: 10,399 shares; 2024Q4: 16,511 shares; 2025Q1: 20,979 shares; 2025Q2: 27,339 shares; 2025Q3: 26,948 shares; 2025Q4: 30,536 shares 30,536 $2.83M 0.02% +3,588 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,442 shares; 2025Q1: 16,629 shares; 2025Q2: 51,413 shares; 2025Q3: 56,081 shares; 2025Q4: 63,278 shares 63,278 $2.81M 0.02% +7,197 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,609 shares; 2024Q4: 41,496 shares; 2025Q1: 36,415 shares; 2025Q2: 35,058 shares; 2025Q3: 36,513 shares; 2025Q4: 34,322 shares 34,322 $2.81M 0.02% -2,191 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,821 shares; 2024Q4: 109,704 shares; 2025Q1: 112,226 shares; 2025Q2: 116,291 shares; 2025Q3: 113,545 shares; 2025Q4: 125,709 shares 125,709 $2.81M 0.02% +12,164 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 12,881 shares; 2025Q1: 28,276 shares; 2025Q2: 43,247 shares; 2025Q3: 57,980 shares; 2025Q4: 53,461 shares 53,461 $2.8M 0.02% -4,519 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,672 shares; 2024Q4: 56,568 shares; 2025Q1: 50,230 shares; 2025Q2: 61,594 shares; 2025Q3: 51,204 shares; 2025Q4: 46,311 shares 46,311 $2.8M 0.02% -4,893 Timeline EMLP 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: 77,986 shares; 2024Q4: 78,567 shares; 2025Q1: 75,143 shares; 2025Q2: 71,681 shares; 2025Q3: 70,739 shares; 2025Q4: 73,696 shares 73,696 $2.79M 0.02% +2,957 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: 6,311 shares; 2024Q4: 6,489 shares; 2025Q1: 5,246 shares; 2025Q2: 5,262 shares; 2025Q3: 2,737 shares; 2025Q4: 2,765 shares 2,765 $2.79M 0.02% +28 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,465 shares; 2024Q4: 27,055 shares; 2025Q1: 26,683 shares; 2025Q2: 33,510 shares; 2025Q3: 29,643 shares; 2025Q4: 29,234 shares 29,234 $2.79M 0.02% -409 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,687 shares; 2024Q4: 45,279 shares; 2025Q1: 52,402 shares; 2025Q2: 67,118 shares; 2025Q3: 74,804 shares; 2025Q4: 76,340 shares 76,340 $2.79M 0.02% +1,536 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,819 shares; 2024Q4: 58,208 shares; 2025Q1: 54,105 shares; 2025Q2: 54,849 shares; 2025Q3: 60,012 shares; 2025Q4: 59,870 shares 59,870 $2.78M 0.02% -142 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: 73,844 shares; 2024Q4: 77,044 shares; 2025Q1: 44,125 shares; 2025Q2: 49,026 shares; 2025Q3: 57,110 shares; 2025Q4: 59,481 shares 59,481 $2.78M 0.02% +2,371 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,190 shares; 2024Q4: 20,936 shares; 2025Q1: 23,741 shares; 2025Q2: 22,759 shares; 2025Q3: 29,387 shares; 2025Q4: 30,592 shares 30,592 $2.77M 0.02% +1,205 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,138 shares; 2024Q4: 70,304 shares; 2025Q1: 90,176 shares; 2025Q2: 217,314 shares; 2025Q3: 116,786 shares; 2025Q4: 114,213 shares 114,213 $2.75M 0.02% -2,573 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 9,134 shares; 2025Q1: 9,274 shares; 2025Q2: 8,761 shares; 2025Q3: 9,282 shares; 2025Q4: 12,823 shares 12,823 $2.74M 0.01% +3,541 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: 40,746 shares; 2024Q4: 40,362 shares; 2025Q1: 36,163 shares; 2025Q2: 44,638 shares; 2025Q3: 49,260 shares; 2025Q4: 54,207 shares 54,207 $2.74M 0.01% +4,947 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,327 shares; 2024Q4: 61,589 shares; 2025Q1: 71,963 shares; 2025Q2: 178,756 shares; 2025Q3: 74,124 shares; 2025Q4: 105,569 shares 105,569 $2.74M 0.01% +31,445 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,181 shares; 2024Q4: 135,800 shares; 2025Q1: 110,792 shares; 2025Q2: 103,381 shares; 2025Q3: 76,098 shares; 2025Q4: 97,357 shares 97,357 $2.73M 0.01% +21,259 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,234 shares; 2024Q4: 222,582 shares; 2025Q1: 219,204 shares; 2025Q2: 219,781 shares; 2025Q3: 313,737 shares; 2025Q4: 336,817 shares 336,817 $2.73M 0.01% +23,080 Timeline DIVB 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: 34,030 shares; 2024Q4: 40,190 shares; 2025Q1: 39,831 shares; 2025Q2: 53,706 shares; 2025Q3: 52,353 shares; 2025Q4: 51,228 shares 51,228 $2.72M 0.01% -1,125 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,316 shares; 2024Q4: 76,298 shares; 2025Q1: 64,075 shares; 2025Q2: 58,233 shares; 2025Q3: 63,855 shares; 2025Q4: 65,200 shares 65,200 $2.72M 0.01% +1,345 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: 24,423 shares; 2024Q4: 23,956 shares; 2025Q1: 28,206 shares; 2025Q2: 31,266 shares; 2025Q3: 30,332 shares; 2025Q4: 30,364 shares 30,364 $2.71M 0.01% +32 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: 6,412 shares; 2024Q4: 6,329 shares; 2025Q1: 5,581 shares; 2025Q2: 5,611 shares; 2025Q3: 5,649 shares; 2025Q4: 4,720 shares 4,720 $2.71M 0.01% -929 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: 33,799 shares; 2024Q4: 36,003 shares; 2025Q1: 33,396 shares; 2025Q2: 30,688 shares; 2025Q3: 29,859 shares; 2025Q4: 59,605 shares 59,605 $2.7M 0.01% +29,746 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,186 shares; 2024Q4: 37,994 shares; 2025Q1: 37,041 shares; 2025Q2: 36,324 shares; 2025Q3: 39,597 shares; 2025Q4: 44,991 shares 44,991 $2.7M 0.01% +5,394 Timeline FLCG 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: not reported; 2024Q4: 32,251 shares; 2025Q1: 63,851 shares; 2025Q2: 69,104 shares; 2025Q3: 79,424 shares; 2025Q4: 81,500 shares 81,500 $2.7M 0.01% +2,076 Timeline ENFR 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: not reported; 2024Q4: 143,237 shares; 2025Q1: 140,239 shares; 2025Q2: 106,278 shares; 2025Q3: 129,044 shares; 2025Q4: 85,587 shares 85,587 $2.69M 0.01% -43,457 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,040 shares; 2024Q4: 59,447 shares; 2025Q1: 44,419 shares; 2025Q2: 31,610 shares; 2025Q3: 59,161 shares; 2025Q4: 114,797 shares 114,797 $2.68M 0.01% +55,636 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,201 shares; 2025Q1: 3,873 shares; 2025Q2: 13,552 shares; 2025Q3: 19,954 shares; 2025Q4: 22,216 shares 22,216 $2.67M 0.01% +2,262 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,222 shares; 2024Q4: 73,999 shares; 2025Q1: 73,521 shares; 2025Q2: 92,249 shares; 2025Q3: 110,161 shares; 2025Q4: 114,742 shares 114,742 $2.65M 0.01% +4,581 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,479 shares; 2025Q1: 2,623 shares; 2025Q2: 2,728 shares; 2025Q3: 12,449 shares; 2025Q4: 8,562 shares 8,562 $2.65M 0.01% -3,887 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,821 shares; 2024Q4: 64,136 shares; 2025Q1: 35,246 shares; 2025Q2: 32,604 shares; 2025Q3: 33,959 shares; 2025Q4: 31,864 shares 31,864 $2.64M 0.01% -2,095 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: 66,780 shares; 2024Q4: 62,964 shares; 2025Q1: 47,693 shares; 2025Q2: 47,781 shares; 2025Q3: 52,786 shares; 2025Q4: 59,387 shares 59,387 $2.62M 0.01% +6,601 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: 31,118 shares; 2024Q4: 32,538 shares; 2025Q1: 42,532 shares; 2025Q2: 47,292 shares; 2025Q3: 39,315 shares; 2025Q4: 44,670 shares 44,670 $2.62M 0.01% +5,355 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,900 shares; 2025Q2: 73,410 shares; 2025Q3: 89,400 shares; 2025Q4: 95,938 shares 95,938 $2.62M 0.01% +6,538 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: 6,793 shares; 2024Q4: 7,083 shares; 2025Q1: 20,110 shares; 2025Q2: 18,495 shares; 2025Q3: 38,583 shares; 2025Q4: 79,434 shares 79,434 $2.61M 0.01% +40,851 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,221 shares; 2025Q1: 7,061 shares; 2025Q2: 5,525 shares; 2025Q3: 5,680 shares; 2025Q4: 5,351 shares 5,351 $2.6M 0.01% -329 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,915 shares; 2025Q1: 3,290 shares; 2025Q2: 4,072 shares; 2025Q3: 6,175 shares; 2025Q4: 6,520 shares 6,520 $2.59M 0.01% +345 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 16,418 shares; 2025Q1: 22,569 shares; 2025Q2: 12,615 shares; 2025Q3: 12,454 shares; 2025Q4: 17,884 shares 17,884 $2.58M 0.01% +5,430 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 5,860 shares; 2025Q1: 5,813 shares; 2025Q2: 5,976 shares; 2025Q3: 5,883 shares; 2025Q4: 5,792 shares 5,792 $2.58M 0.01% -91 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,607 shares; 2024Q4: 104,589 shares; 2025Q1: 102,809 shares; 2025Q2: 99,458 shares; 2025Q3: 100,166 shares; 2025Q4: 85,917 shares 85,917 $2.57M 0.01% -14,249 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,953 shares; 2025Q1: 15,306 shares; 2025Q2: 15,874 shares; 2025Q3: 17,277 shares; 2025Q4: 19,091 shares 19,091 $2.56M 0.01% +1,814 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,342 shares; 2024Q4: 29,053 shares; 2025Q1: 11,679 shares; 2025Q2: 12,527 shares; 2025Q3: 12,052 shares; 2025Q4: 14,131 shares 14,131 $2.56M 0.01% +2,079 Timeline DFUS 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: 11,687 shares; 2024Q4: 11,687 shares; 2025Q1: 14,109 shares; 2025Q2: 20,722 shares; 2025Q3: 23,462 shares; 2025Q4: 34,447 shares 34,447 $2.55M 0.01% +10,985 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: 12,318 shares; 2024Q4: 26,590 shares; 2025Q1: 28,242 shares; 2025Q2: 33,838 shares; 2025Q3: 34,268 shares; 2025Q4: 35,595 shares 35,595 $2.55M 0.01% +1,327 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: 28,233 shares; 2024Q4: 30,165 shares; 2025Q1: 38,846 shares; 2025Q2: 44,611 shares; 2025Q3: 60,482 shares; 2025Q4: 74,012 shares 74,012 $2.55M 0.01% +13,530 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 36,815 shares; 2025Q1: 37,735 shares; 2025Q2: 39,142 shares; 2025Q3: 37,911 shares; 2025Q4: 41,051 shares 41,051 $2.54M 0.01% +3,140 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 6,405 shares; 2025Q1: 6,994 shares; 2025Q2: 8,336 shares; 2025Q3: 9,251 shares; 2025Q4: 10,352 shares 10,352 $2.53M 0.01% +1,101 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,925 shares; 2024Q4: 33,082 shares; 2025Q1: 33,401 shares; 2025Q2: 38,337 shares; 2025Q3: 41,115 shares; 2025Q4: 50,745 shares 50,745 $2.53M 0.01% +9,630 Timeline LEMB 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: 46,887 shares; 2024Q4: 47,077 shares; 2025Q1: 47,309 shares; 2025Q2: 50,501 shares; 2025Q3: 34,420 shares; 2025Q4: 60,817 shares 60,817 $2.53M 0.01% +26,397 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,387 shares; 2025Q1: 10,178 shares; 2025Q2: 14,048 shares; 2025Q3: 20,589 shares; 2025Q4: 19,801 shares 19,801 $2.53M 0.01% -788 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: 74,408 shares; 2024Q4: 68,993 shares; 2025Q1: 76,287 shares; 2025Q2: 74,455 shares; 2025Q3: 81,154 shares; 2025Q4: 81,203 shares 81,203 $2.53M 0.01% +49 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,245 shares; 2024Q4: 13,248 shares; 2025Q1: 26,884 shares; 2025Q2: 26,542 shares; 2025Q3: 19,056 shares; 2025Q4: 18,303 shares 18,303 $2.52M 0.01% -753 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,192 shares; 2025Q1: 16,784 shares; 2025Q2: 22,877 shares; 2025Q3: 105,925 shares; 2025Q4: 107,177 shares 107,177 $2.52M 0.01% +1,252 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: 6,860 shares; 2024Q4: 6,942 shares; 2025Q1: 6,067 shares; 2025Q2: 6,234 shares; 2025Q3: 5,933 shares; 2025Q4: 1,884 shares 1,884 $2.51M 0.01% -4,049 Timeline DBEF 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: 70,096 shares; 2024Q4: 61,955 shares; 2025Q1: 389,625 shares; 2025Q2: 54,812 shares; 2025Q3: 51,493 shares; 2025Q4: 52,029 shares 52,029 $2.5M 0.01% +536 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,181 shares; 2024Q4: 18,998 shares; 2025Q1: 38,959 shares; 2025Q2: 38,833 shares; 2025Q3: 45,252 shares; 2025Q4: 45,415 shares 45,415 $2.5M 0.01% +163 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,441 shares; 2025Q1: 2,725 shares; 2025Q2: 2,909 shares; 2025Q3: 3,247 shares; 2025Q4: 2,958 shares 2,958 $2.49M 0.01% -289 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,422 shares; 2025Q1: 5,228 shares; 2025Q2: 5,095 shares; 2025Q3: 5,054 shares; 2025Q4: 5,574 shares 5,574 $2.48M 0.01% +520 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,450 shares; 2025Q3: 12,349 shares; 2025Q4: 15,742 shares 15,742 $2.47M 0.01% +3,393 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: 103,478 shares; 2024Q4: 103,269 shares; 2025Q1: 68,681 shares; 2025Q2: 70,185 shares; 2025Q3: 86,569 shares; 2025Q4: 88,169 shares 88,169 $2.47M 0.01% +1,600 Timeline MYCG 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: 10,150 shares; 2025Q1: 60,800 shares; 2025Q2: 71,984 shares; 2025Q3: 98,080 shares; 2025Q4: 98,501 shares 98,501 $2.47M 0.01% +421 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: 64,863 shares; 2025Q3: 69,716 shares; 2025Q4: 69,639 shares 69,639 $2.46M 0.01% -77 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,206 shares; 2024Q4: 11,168 shares; 2025Q1: 9,846 shares; 2025Q2: 9,975 shares; 2025Q3: 12,984 shares; 2025Q4: 22,220 shares 22,220 $2.45M 0.01% +9,236 Timeline SCHI 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: 72,115 shares; 2024Q4: 77,612 shares; 2025Q1: 86,107 shares; 2025Q2: 109,306 shares; 2025Q3: 109,387 shares; 2025Q4: 106,701 shares 106,701 $2.45M 0.01% -2,686 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: 95,823 shares; 2024Q4: 95,603 shares; 2025Q1: 86,169 shares; 2025Q2: 118,132 shares; 2025Q3: 118,132 shares; 2025Q4: 122,211 shares 122,211 $2.45M 0.01% +4,079 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,260 shares; 2024Q4: 33,061 shares; 2025Q1: 27,353 shares; 2025Q2: 29,148 shares; 2025Q3: 29,504 shares; 2025Q4: 29,551 shares 29,551 $2.45M 0.01% +47 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,197 shares; 2024Q4: 37,532 shares; 2025Q1: 41,674 shares; 2025Q2: 42,692 shares; 2025Q3: 42,446 shares; 2025Q4: 46,021 shares 46,021 $2.45M 0.01% +3,575 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,351 shares; 2024Q4: 242,424 shares; 2025Q1: 106,776 shares; 2025Q2: 102,236 shares; 2025Q3: 100,891 shares; 2025Q4: 119,722 shares 119,722 $2.44M 0.01% +18,831 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,380 shares; 2024Q4: 74,326 shares; 2025Q1: 69,945 shares; 2025Q2: 67,162 shares; 2025Q3: 71,939 shares; 2025Q4: 63,866 shares 63,866 $2.44M 0.01% -8,073 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,840 shares; 2024Q4: 31,319 shares; 2025Q1: 37,609 shares; 2025Q2: 42,518 shares; 2025Q3: 51,172 shares; 2025Q4: 50,889 shares 50,889 $2.44M 0.01% -283 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 6,725 shares; 2025Q1: 5,782 shares; 2025Q2: 7,550 shares; 2025Q3: 11,635 shares; 2025Q4: 12,518 shares 12,518 $2.43M 0.01% +883 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,425 shares; 2024Q4: 64,657 shares; 2025Q1: 30,084 shares; 2025Q2: 55,172 shares; 2025Q3: 55,958 shares; 2025Q4: 57,230 shares 57,230 $2.43M 0.01% +1,272 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,719 shares; 2024Q4: 102,335 shares; 2025Q1: 106,862 shares; 2025Q2: 131,669 shares; 2025Q3: 130,488 shares; 2025Q4: 137,292 shares 137,292 $2.42M 0.01% +6,804 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,109 shares 122,109 $2.42M 0.01% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,677 shares; 2025Q2: 2,512 shares; 2025Q3: 2,977 shares; 2025Q4: 6,454 shares 6,454 $2.42M 0.01% +3,477 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: 10,382 shares; 2024Q4: 10,079 shares; 2025Q1: 18,462 shares; 2025Q2: 20,772 shares; 2025Q3: 24,536 shares; 2025Q4: 25,372 shares 25,372 $2.41M 0.01% +836 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,049 shares; 2024Q4: 43,609 shares; 2025Q1: 32,892 shares; 2025Q2: 31,558 shares; 2025Q3: 25,555 shares; 2025Q4: 23,451 shares 23,451 $2.41M 0.01% -2,104 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 15,666 shares; 2025Q1: 13,684 shares; 2025Q2: 13,484 shares; 2025Q3: 13,124 shares; 2025Q4: 18,472 shares 18,472 $2.38M 0.01% +5,348 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,904 shares; 2024Q4: 36,845 shares; 2025Q1: 29,926 shares; 2025Q2: 30,314 shares; 2025Q3: 33,678 shares; 2025Q4: 34,009 shares 34,009 $2.38M 0.01% +331 Timeline EUFN 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: 57,852 shares; 2025Q3: 62,348 shares; 2025Q4: 64,103 shares 64,103 $2.38M 0.01% +1,755 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: 14,442 shares; 2024Q4: 13,945 shares; 2025Q1: 15,834 shares; 2025Q2: 17,720 shares; 2025Q3: 16,862 shares; 2025Q4: 15,596 shares 15,596 $2.37M 0.01% -1,266 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: 77,065 shares; 2024Q4: 71,232 shares; 2025Q1: 56,475 shares; 2025Q2: 54,604 shares; 2025Q3: 52,745 shares; 2025Q4: 47,371 shares 47,371 $2.37M 0.01% -5,374 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,620 shares; 2024Q4: 62,557 shares; 2025Q1: 40,661 shares; 2025Q2: 36,777 shares; 2025Q3: 34,988 shares; 2025Q4: 37,113 shares 37,113 $2.36M 0.01% +2,125 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,467 shares; 2025Q1: 1,359 shares; 2025Q2: 3,007 shares; 2025Q3: 6,227 shares; 2025Q4: 5,596 shares 5,596 $2.36M 0.01% -631 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 55,984 shares; 2025Q2: 55,867 shares; 2025Q3: 77,585 shares; 2025Q4: 81,273 shares 81,273 $2.36M 0.01% +3,688 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: 8,631 shares; 2025Q1: 8,636 shares; 2025Q2: 10,446 shares; 2025Q3: 8,900 shares; 2025Q4: 86,052 shares 86,052 $2.36M 0.01% +77,152 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: 42,030 shares; 2024Q4: 44,336 shares; 2025Q1: 45,261 shares; 2025Q2: 47,597 shares; 2025Q3: 50,923 shares; 2025Q4: 53,560 shares 53,560 $2.36M 0.01% +2,637 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 15,712 shares; 2025Q1: 13,934 shares; 2025Q2: 15,566 shares; 2025Q3: 15,151 shares; 2025Q4: 11,843 shares 11,843 $2.35M 0.01% -3,308 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,868 shares; 2025Q4: 71,367 shares 71,367 $2.35M 0.01% +62,499 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,422 shares; 2024Q4: 31,422 shares; 2025Q1: 32,182 shares; 2025Q2: 35,115 shares; 2025Q3: 45,016 shares; 2025Q4: 46,508 shares 46,508 $2.35M 0.01% +1,492 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: 43,671 shares; 2024Q4: 36,625 shares; 2025Q1: 40,064 shares; 2025Q2: 44,047 shares; 2025Q3: 57,819 shares; 2025Q4: 59,463 shares 59,463 $2.35M 0.01% +1,644 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,287 shares; 2024Q4: 16,729 shares; 2025Q1: 15,254 shares; 2025Q2: 13,755 shares; 2025Q3: 13,850 shares; 2025Q4: 13,757 shares 13,757 $2.35M 0.01% -93 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,519 shares; 2025Q1: 1,611 shares; 2025Q2: 2,177 shares; 2025Q3: 1,897 shares; 2025Q4: 1,163 shares 1,163 $2.34M 0.01% -734 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,838 shares; 2024Q4: 80,696 shares; 2025Q1: 72,495 shares; 2025Q2: 125,322 shares; 2025Q3: 107,137 shares; 2025Q4: 100,298 shares 100,298 $2.34M 0.01% -6,839 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: 21,530 shares; 2024Q4: 23,508 shares; 2025Q1: 16,858 shares; 2025Q2: 19,723 shares; 2025Q3: 29,048 shares; 2025Q4: 43,735 shares 43,735 $2.33M 0.01% +14,687 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,360 shares; 2024Q4: 57,164 shares; 2025Q1: 53,225 shares; 2025Q2: 51,109 shares; 2025Q3: 47,135 shares; 2025Q4: 46,418 shares 46,418 $2.33M 0.01% -717 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: 18,370 shares; 2024Q4: 18,966 shares; 2025Q1: 35,375 shares; 2025Q2: 37,462 shares; 2025Q3: 35,370 shares; 2025Q4: 34,743 shares 34,743 $2.32M 0.01% -627 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: 26,514 shares; 2024Q4: 26,115 shares; 2025Q1: 18,640 shares; 2025Q2: 25,057 shares; 2025Q3: 27,297 shares; 2025Q4: 27,445 shares 27,445 $2.32M 0.01% +148 Timeline ILDR 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: 9,659 shares; 2024Q4: 9,659 shares; 2025Q1: 9,802 shares; 2025Q2: not reported; 2025Q3: 39,915 shares; 2025Q4: 70,183 shares 70,183 $2.32M 0.01% +30,268 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: 21,826 shares; 2024Q4: 23,239 shares; 2025Q1: 22,958 shares; 2025Q2: 22,796 shares; 2025Q3: 23,850 shares; 2025Q4: 23,791 shares 23,791 $2.3M 0.01% -59 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,867 shares; 2025Q2: 31,902 shares; 2025Q3: 37,581 shares; 2025Q4: 103,893 shares 103,893 $2.3M 0.01% +66,312 Timeline TOTL 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: 56,216 shares; 2024Q4: 58,618 shares; 2025Q1: 61,797 shares; 2025Q2: 62,314 shares; 2025Q3: 61,647 shares; 2025Q4: 57,145 shares 57,145 $2.3M 0.01% -4,502 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,477 shares; 2024Q4: 9,635 shares; 2025Q1: 9,655 shares; 2025Q2: 10,698 shares; 2025Q3: 11,020 shares; 2025Q4: 10,954 shares 10,954 $2.29M 0.01% -66 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,396 shares; 2025Q2: 32,830 shares; 2025Q3: 37,459 shares; 2025Q4: 71,819 shares 71,819 $2.28M 0.01% +34,360 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,688 shares; 2025Q1: 2,475 shares; 2025Q2: 11,522 shares; 2025Q3: 7,948 shares; 2025Q4: 8,702 shares 8,702 $2.27M 0.01% +754 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,844 shares; 2024Q4: 73,187 shares; 2025Q1: 45,503 shares; 2025Q2: 49,389 shares; 2025Q3: 62,508 shares; 2025Q4: 64,133 shares 64,133 $2.27M 0.01% +1,625 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 3,156 shares; 2025Q4: 6,147 shares 6,147 $2.27M 0.01% +2,991 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,850 shares; 2024Q4: 61,455 shares; 2025Q1: 65,224 shares; 2025Q2: 233,446 shares; 2025Q3: 102,097 shares; 2025Q4: 106,771 shares 106,771 $2.26M 0.01% +4,674 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,926 shares; 2024Q4: 56,551 shares; 2025Q1: 56,915 shares; 2025Q2: 48,520 shares; 2025Q3: 51,451 shares; 2025Q4: 52,710 shares 52,710 $2.26M 0.01% +1,259 Timeline CBSE ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 36,353 shares; 2025Q2: 36,104 shares; 2025Q3: 48,504 shares; 2025Q4: 57,097 shares 57,097 $2.25M 0.01% +8,593 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,129 shares; 2024Q4: 81,643 shares; 2025Q1: 80,062 shares; 2025Q2: 71,231 shares; 2025Q3: 71,997 shares; 2025Q4: 72,101 shares 72,101 $2.25M 0.01% +104 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,656 shares; 2024Q4: 77,452 shares; 2025Q1: 77,769 shares; 2025Q2: 80,837 shares; 2025Q3: 58,917 shares; 2025Q4: 72,208 shares 72,208 $2.25M 0.01% +13,291 Timeline STOT 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: 27,450 shares; 2024Q4: 31,728 shares; 2025Q1: 32,980 shares; 2025Q2: 35,202 shares; 2025Q3: 45,434 shares; 2025Q4: 47,449 shares 47,449 $2.24M 0.01% +2,015 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,669 shares; 2024Q4: 17,081 shares; 2025Q1: 16,428 shares; 2025Q2: 15,956 shares; 2025Q3: 15,965 shares; 2025Q4: 16,013 shares 16,013 $2.24M 0.01% +48 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: 9,013 shares; 2024Q4: 7,806 shares; 2025Q1: 9,397 shares; 2025Q2: 17,657 shares; 2025Q3: 22,302 shares; 2025Q4: 22,533 shares 22,533 $2.24M 0.01% +231 Timeline WFCF WHERE FOOD COMES FROM INC More: the full row for WHERE FOOD COMES FROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,097 shares; 2024Q4: 193,597 shares; 2025Q1: 193,597 shares; 2025Q2: 193,597 shares; 2025Q3: 193,597 shares; 2025Q4: 194,097 shares 194,097 $2.23M 0.01% +500 Timeline MYCF 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: 10,010 shares; 2025Q1: 41,632 shares; 2025Q2: 61,684 shares; 2025Q3: 90,801 shares; 2025Q4: 89,063 shares 89,063 $2.23M 0.01% -1,738 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,557 shares; 2024Q4: 12,203 shares; 2025Q1: 14,628 shares; 2025Q2: 44,406 shares; 2025Q3: 58,337 shares; 2025Q4: 73,216 shares 73,216 $2.23M 0.01% +14,879 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,840 shares; 2024Q4: 33,436 shares; 2025Q1: 31,271 shares; 2025Q2: 30,084 shares; 2025Q3: 31,341 shares; 2025Q4: 30,218 shares 30,218 $2.23M 0.01% -1,123 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,118 shares; 2024Q4: 41,592 shares; 2025Q1: 30,246 shares; 2025Q2: 30,765 shares; 2025Q3: 38,592 shares; 2025Q4: 41,315 shares 41,315 $2.23M 0.01% +2,723 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,764 shares; 2024Q4: 56,316 shares; 2025Q1: 70,027 shares; 2025Q2: 62,497 shares; 2025Q3: 61,180 shares; 2025Q4: 57,725 shares 57,725 $2.23M 0.01% -3,455 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,018 shares; 2025Q1: 4,018 shares; 2025Q2: 4,761 shares; 2025Q3: 27,765 shares; 2025Q4: 28,156 shares 28,156 $2.22M 0.01% +391 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,839 shares; 2024Q4: 41,464 shares; 2025Q1: 16,857 shares; 2025Q2: 18,981 shares; 2025Q3: 18,780 shares; 2025Q4: 17,361 shares 17,361 $2.22M 0.01% -1,419 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,152 shares; 2024Q4: 86,333 shares; 2025Q1: 83,100 shares; 2025Q2: 92,856 shares; 2025Q3: 91,505 shares; 2025Q4: 99,157 shares 99,157 $2.22M 0.01% +7,652 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,375 shares; 2024Q4: 35,422 shares; 2025Q1: 28,921 shares; 2025Q2: 29,942 shares; 2025Q3: 28,981 shares; 2025Q4: 25,331 shares 25,331 $2.21M 0.01% -3,650 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: 13,969 shares; 2024Q4: 15,587 shares; 2025Q1: 18,726 shares; 2025Q2: 17,052 shares; 2025Q3: 25,721 shares; 2025Q4: 24,189 shares 24,189 $2.21M 0.01% -1,532 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS 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: 54,650 shares; 2025Q4: 121,890 shares 121,890 $2.21M 0.01% +67,240 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: 87,961 shares; 2024Q4: 85,676 shares; 2025Q1: 53,861 shares; 2025Q2: 34,541 shares; 2025Q3: 28,440 shares; 2025Q4: 48,473 shares 48,473 $2.21M 0.01% +20,033 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,360 shares; 2024Q4: 35,600 shares; 2025Q1: 37,755 shares; 2025Q2: 38,749 shares; 2025Q3: 40,034 shares; 2025Q4: 37,204 shares 37,204 $2.2M 0.01% -2,830 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,612 shares; 2024Q4: 14,899 shares; 2025Q1: 15,453 shares; 2025Q2: 18,050 shares; 2025Q3: 18,358 shares; 2025Q4: 20,193 shares 20,193 $2.19M 0.01% +1,835 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 66,049 shares; 2025Q1: 63,787 shares; 2025Q2: 77,252 shares; 2025Q3: 63,348 shares; 2025Q4: 53,282 shares 53,282 $2.19M 0.01% -10,066 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 5,329 shares; 2025Q1: 5,872 shares; 2025Q2: 6,746 shares; 2025Q3: 13,356 shares; 2025Q4: 13,156 shares 13,156 $2.19M 0.01% -200 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,557 shares; 2024Q4: 31,407 shares; 2025Q1: 28,029 shares; 2025Q2: 29,980 shares; 2025Q3: 52,178 shares; 2025Q4: 59,761 shares 59,761 $2.18M 0.01% +7,583 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,953 shares; 2024Q4: 45,585 shares; 2025Q1: 44,106 shares; 2025Q2: 43,631 shares; 2025Q3: 52,069 shares; 2025Q4: 51,272 shares 51,272 $2.18M 0.01% -797 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 8,026 shares; 2025Q1: 7,419 shares; 2025Q2: 7,562 shares; 2025Q3: 6,599 shares; 2025Q4: 6,461 shares 6,461 $2.18M 0.01% -138 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,554 shares; 2024Q4: 53,770 shares; 2025Q1: 49,276 shares; 2025Q2: 51,506 shares; 2025Q3: 51,414 shares; 2025Q4: 50,305 shares 50,305 $2.18M 0.01% -1,109 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: not reported; 2025Q3: 50,565 shares; 2025Q4: 149,377 shares 149,377 $2.17M 0.01% +98,812 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,273 shares; 2025Q3: 52,561 shares; 2025Q4: 56,298 shares 56,298 $2.17M 0.01% +3,737 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,123 shares; 2024Q4: 58,763 shares; 2025Q1: 53,872 shares; 2025Q2: 48,053 shares; 2025Q3: 48,977 shares; 2025Q4: 48,479 shares 48,479 $2.16M 0.01% -498 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,945 shares; 2024Q4: 252,842 shares; 2025Q1: 246,308 shares; 2025Q2: 203,026 shares; 2025Q3: 146,809 shares; 2025Q4: 92,016 shares 92,016 $2.15M 0.01% -54,793 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,952 shares; 2024Q4: 78,947 shares; 2025Q1: 73,502 shares; 2025Q2: 82,467 shares; 2025Q3: 80,791 shares; 2025Q4: 32,339 shares 32,339 $2.15M 0.01% -48,452 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,303 shares; 2025Q3: 61,577 shares; 2025Q4: 93,047 shares 93,047 $2.15M 0.01% +31,470 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: 20,761 shares; 2024Q4: 20,541 shares; 2025Q1: 110,291 shares; 2025Q2: 124,855 shares; 2025Q3: 133,894 shares; 2025Q4: 26,131 shares 26,131 $2.14M 0.01% -107,763 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,201 shares; 2024Q4: 17,865 shares; 2025Q1: 17,109 shares; 2025Q2: 16,414 shares; 2025Q3: 16,434 shares; 2025Q4: 16,179 shares 16,179 $2.14M 0.01% -255 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: 29,312 shares; 2024Q4: 27,294 shares; 2025Q1: 23,237 shares; 2025Q2: 50,324 shares; 2025Q3: 87,577 shares; 2025Q4: 84,994 shares 84,994 $2.14M 0.01% -2,583 Timeline ITM 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: 78,756 shares; 2024Q4: 75,349 shares; 2025Q1: 105,024 shares; 2025Q2: 55,573 shares; 2025Q3: 45,056 shares; 2025Q4: 45,062 shares 45,062 $2.13M 0.01% +6 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 16,432 shares; 2025Q1: 17,989 shares; 2025Q2: 22,892 shares; 2025Q3: 23,941 shares; 2025Q4: 26,749 shares 26,749 $2.12M 0.01% +2,808 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,800 shares; 2024Q4: 11,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,915 shares; 2025Q4: 68,758 shares 68,758 $2.12M 0.01% +10,843 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 5,675 shares; 2025Q1: 1,819 shares; 2025Q2: 10,337 shares; 2025Q3: 9,421 shares; 2025Q4: 9,710 shares 9,710 $2.12M 0.01% +289 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: 13,456 shares; 2024Q4: 13,300 shares; 2025Q1: 12,116 shares; 2025Q2: 12,404 shares; 2025Q3: 8,640 shares; 2025Q4: 8,429 shares 8,429 $2.11M 0.01% -211 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,940 shares; 2024Q4: 28,321 shares; 2025Q1: 25,196 shares; 2025Q2: 28,654 shares; 2025Q3: 34,687 shares; 2025Q4: 34,977 shares 34,977 $2.1M 0.01% +290 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,681 shares; 2025Q4: 61,260 shares 61,260 $2.1M 0.01% +45,579 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 6,067 shares; 2025Q1: 4,749 shares; 2025Q2: 7,237 shares; 2025Q3: 10,382 shares; 2025Q4: 9,376 shares 9,376 $2.09M 0.01% -1,006 Timeline RWJ 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: 138,850 shares; 2024Q4: 139,009 shares; 2025Q1: 141,934 shares; 2025Q2: 87,275 shares; 2025Q3: 43,285 shares; 2025Q4: 42,936 shares 42,936 $2.09M 0.01% -349 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 12,407 shares; 2025Q1: 9,771 shares; 2025Q2: 9,906 shares; 2025Q3: 10,410 shares; 2025Q4: 11,096 shares 11,096 $2.09M 0.01% +686 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,223 shares; 2024Q4: 22,798 shares; 2025Q1: 25,279 shares; 2025Q2: 25,277 shares; 2025Q3: 25,672 shares; 2025Q4: 26,333 shares 26,333 $2.09M 0.01% +661 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,001 shares; 2024Q4: 61,100 shares; 2025Q1: 64,054 shares; 2025Q2: 65,245 shares; 2025Q3: 74,564 shares; 2025Q4: 109,376 shares 109,376 $2.09M 0.01% +34,812 Timeline IYZ 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: 55,214 shares; 2024Q4: 57,490 shares; 2025Q1: 54,442 shares; 2025Q2: 51,808 shares; 2025Q3: 51,571 shares; 2025Q4: 61,491 shares 61,491 $2.08M 0.01% +9,920 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 7,514 shares; 2025Q1: 7,050 shares; 2025Q2: 27,543 shares; 2025Q3: 25,391 shares; 2025Q4: 25,078 shares 25,078 $2.07M 0.01% -313 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,067 shares; 2024Q4: 28,289 shares; 2025Q1: 37,096 shares; 2025Q2: 110,295 shares; 2025Q3: 132,165 shares; 2025Q4: 144,202 shares 144,202 $2.07M 0.01% +12,037 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,597 shares; 2024Q4: 102,779 shares; 2025Q1: 66,138 shares; 2025Q2: 79,328 shares; 2025Q3: 88,781 shares; 2025Q4: 91,320 shares 91,320 $2.06M 0.01% +2,539 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: 12,888 shares; 2024Q4: 12,735 shares; 2025Q1: 6,376 shares; 2025Q2: 8,129 shares; 2025Q3: 27,900 shares; 2025Q4: 26,346 shares 26,346 $2.06M 0.01% -1,554 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,678 shares; 2025Q1: 4,761 shares; 2025Q2: 5,201 shares; 2025Q3: 6,906 shares; 2025Q4: 6,305 shares 6,305 $2.06M 0.01% -601 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,643 shares; 2024Q4: 10,719 shares; 2025Q1: 9,653 shares; 2025Q2: 9,777 shares; 2025Q3: 10,675 shares; 2025Q4: 8,466 shares 8,466 $2.06M 0.01% -2,209 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 23,242 shares; 2025Q1: 23,481 shares; 2025Q2: 24,431 shares; 2025Q3: 19,877 shares; 2025Q4: 20,624 shares 20,624 $2.05M 0.01% +747 Timeline FYX 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: 18,764 shares; 2024Q4: 18,729 shares; 2025Q1: 18,460 shares; 2025Q2: 18,334 shares; 2025Q3: 18,334 shares; 2025Q4: 18,117 shares 18,117 $2.05M 0.01% -217 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,139 shares; 2024Q4: 46,904 shares; 2025Q1: 47,407 shares; 2025Q2: 47,710 shares; 2025Q3: 48,667 shares; 2025Q4: 37,807 shares 37,807 $2.05M 0.01% -10,860 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: 167,616 shares; 2024Q4: 150,741 shares; 2025Q1: 148,141 shares; 2025Q2: 145,099 shares; 2025Q3: 230,647 shares; 2025Q4: 225,895 shares 225,895 $2.05M 0.01% -4,752 Timeline AIQ 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: 18,322 shares; 2024Q4: 21,614 shares; 2025Q1: 24,305 shares; 2025Q2: 24,823 shares; 2025Q3: 33,252 shares; 2025Q4: 40,130 shares 40,130 $2.04M 0.01% +6,878 Timeline IBTJ 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: 43,437 shares; 2025Q2: 49,346 shares; 2025Q3: 82,858 shares; 2025Q4: 92,763 shares 92,763 $2.04M 0.01% +9,905 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 70,104 shares; 2025Q3: 71,983 shares; 2025Q4: 78,534 shares 78,534 $2.04M 0.01% +6,551 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,339 shares; 2024Q4: 216,293 shares; 2025Q1: 199,212 shares; 2025Q2: 156,667 shares; 2025Q3: 195,969 shares; 2025Q4: 236,718 shares 236,718 $2.03M 0.01% +40,749 Timeline SCHJ 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: 67,937 shares; 2024Q4: 72,500 shares; 2025Q1: 76,980 shares; 2025Q2: 82,080 shares; 2025Q3: 80,513 shares; 2025Q4: 81,332 shares 81,332 $2.03M 0.01% +819 Timeline MLPX 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: 5,908 shares; 2024Q4: 26,627 shares; 2025Q1: 25,039 shares; 2025Q2: 28,135 shares; 2025Q3: 29,755 shares; 2025Q4: 33,098 shares 33,098 $2M 0.01% +3,343 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,636 shares; 2025Q3: 11,645 shares; 2025Q4: 18,771 shares 18,771 $2M 0.01% +7,126 Timeline FTLS 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: 29,301 shares; 2024Q4: 24,793 shares; 2025Q1: 24,128 shares; 2025Q2: 26,017 shares; 2025Q3: 27,399 shares; 2025Q4: 28,154 shares 28,154 $2M 0.01% +755 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,361 shares 39,361 $2M 0.01% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 6,274 shares; 2025Q1: 11,677 shares; 2025Q2: 22,632 shares; 2025Q3: 24,820 shares; 2025Q4: 32,903 shares 32,903 $2M 0.01% +8,083 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 13,587 shares; 2025Q1: not reported; 2025Q2: 4,436 shares; 2025Q3: 35,229 shares; 2025Q4: 28,744 shares 28,744 $1.99M 0.01% -6,485 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,515 shares; 2024Q4: 30,883 shares; 2025Q1: 26,814 shares; 2025Q2: 34,066 shares; 2025Q3: 37,234 shares; 2025Q4: 43,034 shares 43,034 $1.99M 0.01% +5,800 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 2,869 shares; 2025Q1: 2,694 shares; 2025Q2: 10,991 shares; 2025Q3: 12,777 shares; 2025Q4: 12,880 shares 12,880 $1.98M 0.01% +103 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,220 shares; 2025Q1: 10,773 shares; 2025Q2: 12,493 shares; 2025Q3: 11,597 shares; 2025Q4: 14,274 shares 14,274 $1.98M 0.01% +2,677 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,039 shares; 2024Q4: 34,486 shares; 2025Q1: 32,380 shares; 2025Q2: 27,103 shares; 2025Q3: 27,338 shares; 2025Q4: 29,450 shares 29,450 $1.98M 0.01% +2,112 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,403 shares; 2024Q4: 49,310 shares; 2025Q1: 50,647 shares; 2025Q2: 156,504 shares; 2025Q3: 153,142 shares; 2025Q4: 141,260 shares 141,260 $1.98M 0.01% -11,882 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,557 shares; 2025Q3: 59,942 shares; 2025Q4: 67,721 shares 67,721 $1.98M 0.01% +7,779 Timeline VHT 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: 6,692 shares; 2024Q4: 6,076 shares; 2025Q1: 5,012 shares; 2025Q2: 5,434 shares; 2025Q3: 6,099 shares; 2025Q4: 6,876 shares 6,876 $1.98M 0.01% +777 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: 23,223 shares; 2024Q4: 22,155 shares; 2025Q1: 19,691 shares; 2025Q2: 17,309 shares; 2025Q3: 24,096 shares; 2025Q4: 22,572 shares 22,572 $1.97M 0.01% -1,524 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,353 shares; 2024Q4: 125,396 shares; 2025Q1: 106,870 shares; 2025Q2: 85,794 shares; 2025Q3: 77,688 shares; 2025Q4: 76,052 shares 76,052 $1.97M 0.01% -1,636 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,476 shares; 2025Q1: 21,322 shares; 2025Q2: 23,879 shares; 2025Q3: 28,506 shares; 2025Q4: 29,169 shares 29,169 $1.97M 0.01% +663 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,964 shares; 2025Q1: 1,325 shares; 2025Q2: 1,737 shares; 2025Q3: 2,146 shares; 2025Q4: 3,504 shares 3,504 $1.97M 0.01% +1,358 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 7,175 shares; 2025Q1: 8,981 shares; 2025Q2: 12,744 shares; 2025Q3: 14,228 shares; 2025Q4: 18,118 shares 18,118 $1.96M 0.01% +3,890 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: 7,376 shares; 2024Q4: 10,239 shares; 2025Q1: 8,579 shares; 2025Q2: 13,907 shares; 2025Q3: 17,553 shares; 2025Q4: 21,024 shares 21,024 $1.96M 0.01% +3,471 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,857 shares; 2024Q4: 414,832 shares; 2025Q1: 321,861 shares; 2025Q2: 316,228 shares; 2025Q3: 61,295 shares; 2025Q4: 62,130 shares 62,130 $1.96M 0.01% +835 Timeline RWO 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: not reported; 2024Q4: 4,635 shares; 2025Q1: not reported; 2025Q2: 56,614 shares; 2025Q3: 47,097 shares; 2025Q4: 43,458 shares 43,458 $1.96M 0.01% -3,639 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,508 shares; 2024Q4: 24,983 shares; 2025Q1: 25,854 shares; 2025Q2: 31,943 shares; 2025Q3: 42,679 shares; 2025Q4: 43,341 shares 43,341 $1.94M 0.01% +662 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,888 shares; 2024Q4: 166,886 shares; 2025Q1: 143,237 shares; 2025Q2: 150,969 shares; 2025Q3: 167,477 shares; 2025Q4: 161,211 shares 161,211 $1.94M 0.01% -6,266 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: 40,320 shares; 2024Q4: 38,446 shares; 2025Q1: 38,385 shares; 2025Q2: 42,762 shares; 2025Q3: 42,791 shares; 2025Q4: 43,689 shares 43,689 $1.94M 0.01% +898 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 8,794 shares; 2025Q1: 5,274 shares; 2025Q2: 6,068 shares; 2025Q3: 5,010 shares; 2025Q4: 8,271 shares 8,271 $1.93M 0.01% +3,261 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,146 shares; 2024Q4: 42,084 shares; 2025Q1: 21,112 shares; 2025Q2: 22,180 shares; 2025Q3: 26,606 shares; 2025Q4: 24,455 shares 24,455 $1.93M 0.01% -2,151 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,392 shares; 2024Q4: 27,465 shares; 2025Q1: 26,667 shares; 2025Q2: 26,229 shares; 2025Q3: 26,675 shares; 2025Q4: 24,099 shares 24,099 $1.92M 0.01% -2,576 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 6,600 shares; 2025Q1: 36,650 shares; 2025Q2: 36,860 shares; 2025Q3: 37,554 shares; 2025Q4: 35,920 shares 35,920 $1.92M 0.01% -1,634 Timeline IBHF 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: 39,654 shares; 2025Q4: 83,219 shares 83,219 $1.92M 0.01% +43,565 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: 60,131 shares; 2024Q4: 56,608 shares; 2025Q1: 50,307 shares; 2025Q2: 115,230 shares; 2025Q3: 137,157 shares; 2025Q4: 144,621 shares 144,621 $1.92M 0.01% +7,464 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: 5,747 shares; 2024Q4: 2,456 shares; 2025Q1: 2,573 shares; 2025Q2: 2,580 shares; 2025Q3: 4,175 shares; 2025Q4: 4,571 shares 4,571 $1.92M 0.01% +396 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,045 shares; 2025Q4: 44,831 shares 44,831 $1.91M 0.01% +15,786 Timeline RVNU 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: 126,547 shares; 2024Q4: 129,642 shares; 2025Q1: 98,314 shares; 2025Q2: 106,324 shares; 2025Q3: 64,058 shares; 2025Q4: 77,556 shares 77,556 $1.9M 0.01% +13,498 Timeline RISR 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: 14,555 shares; 2025Q1: 31,772 shares; 2025Q2: 274,284 shares; 2025Q3: 127,100 shares; 2025Q4: 52,644 shares 52,644 $1.9M 0.01% -74,456 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: 12,927 shares; 2024Q4: 12,355 shares; 2025Q1: 11,613 shares; 2025Q2: 11,346 shares; 2025Q3: 10,043 shares; 2025Q4: 8,293 shares 8,293 $1.9M 0.01% -1,750 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,511 shares; 2024Q4: 11,795 shares; 2025Q1: 20,606 shares; 2025Q2: 13,934 shares; 2025Q3: 41,417 shares; 2025Q4: 40,922 shares 40,922 $1.89M 0.01% -495 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,333 shares; 2025Q1: 4,546 shares; 2025Q2: 5,586 shares; 2025Q3: 5,917 shares; 2025Q4: 8,914 shares 8,914 $1.88M 0.01% +2,997 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: 30,939 shares; 2024Q4: 27,139 shares; 2025Q1: 27,822 shares; 2025Q2: 76,384 shares; 2025Q3: 75,990 shares; 2025Q4: 71,654 shares 71,654 $1.88M 0.01% -4,336 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 8,712 shares; 2025Q1: 8,429 shares; 2025Q2: 10,822 shares; 2025Q3: 26,373 shares; 2025Q4: 31,187 shares 31,187 $1.87M 0.01% +4,814 Timeline VGLT 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: 31,332 shares; 2024Q4: 34,964 shares; 2025Q1: 35,075 shares; 2025Q2: 35,232 shares; 2025Q3: 35,246 shares; 2025Q4: 33,539 shares 33,539 $1.87M 0.01% -1,707 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: 55,716 shares; 2024Q4: 40,996 shares; 2025Q1: 38,153 shares; 2025Q2: 36,547 shares; 2025Q3: 35,879 shares; 2025Q4: 38,912 shares 38,912 $1.87M 0.01% +3,033 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: 15,767 shares; 2024Q4: 15,819 shares; 2025Q1: 14,385 shares; 2025Q2: 15,292 shares; 2025Q3: 10,136 shares; 2025Q4: 9,253 shares 9,253 $1.86M 0.01% -883 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,130 shares; 2025Q1: 10,138 shares; 2025Q2: 9,500 shares; 2025Q3: 8,952 shares; 2025Q4: 7,635 shares 7,635 $1.86M 0.01% -1,317 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,767 shares; 2024Q4: 55,822 shares; 2025Q1: 46,402 shares; 2025Q2: 53,001 shares; 2025Q3: 51,286 shares; 2025Q4: 47,389 shares 47,389 $1.86M 0.01% -3,897 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,149 shares; 2024Q4: 26,483 shares; 2025Q1: 29,318 shares; 2025Q2: 22,085 shares; 2025Q3: 13,815 shares; 2025Q4: 15,083 shares 15,083 $1.85M 0.01% +1,268 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,309 shares; 2025Q1: 732 shares; 2025Q2: 831 shares; 2025Q3: 822 shares; 2025Q4: 864 shares 864 $1.85M 0.01% +42 Timeline KNG 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: 59,115 shares; 2024Q4: 37,636 shares; 2025Q1: 39,645 shares; 2025Q2: 37,289 shares; 2025Q3: 43,600 shares; 2025Q4: 37,461 shares 37,461 $1.84M 0.01% -6,139 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,613 shares; 2024Q4: 15,508 shares; 2025Q1: 15,346 shares; 2025Q2: 31,495 shares; 2025Q3: 26,371 shares; 2025Q4: 24,661 shares 24,661 $1.84M 0.01% -1,710 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,311 shares; 2024Q4: 40,091 shares; 2025Q1: 84,533 shares; 2025Q2: 30,355 shares; 2025Q3: 33,427 shares; 2025Q4: 34,653 shares 34,653 $1.83M 0.01% +1,226 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,582 shares; 2024Q4: 44,618 shares; 2025Q1: 35,502 shares; 2025Q2: 35,378 shares; 2025Q3: 30,197 shares; 2025Q4: 28,431 shares 28,431 $1.83M 0.01% -1,766 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 17,195 shares; 2025Q1: 14,536 shares; 2025Q2: 16,251 shares; 2025Q3: 21,437 shares; 2025Q4: 23,251 shares 23,251 $1.83M 0.01% +1,814 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,477 shares; 2025Q1: not reported; 2025Q2: 23,057 shares; 2025Q3: 95,351 shares; 2025Q4: 50,633 shares 50,633 $1.83M 0.01% -44,718 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,311 shares; 2025Q3: 34,199 shares; 2025Q4: 38,737 shares 38,737 $1.83M 0.01% +4,538 Timeline SCIO 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: 85,886 shares; 2025Q4: 87,728 shares 87,728 $1.82M 0.01% +1,842 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,166 shares; 2024Q4: 15,172 shares; 2025Q1: 14,327 shares; 2025Q2: 13,090 shares; 2025Q3: 11,713 shares; 2025Q4: 14,940 shares 14,940 $1.82M 0.01% +3,227 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: 10,185 shares; 2024Q4: 13,482 shares; 2025Q1: 12,475 shares; 2025Q2: 15,053 shares; 2025Q3: 14,179 shares; 2025Q4: 18,172 shares 18,172 $1.82M 0.01% +3,993 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,347 shares 27,347 $1.82M 0.01% new 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: 38,949 shares; 2024Q4: 36,568 shares; 2025Q1: 33,382 shares; 2025Q2: 33,734 shares; 2025Q3: 35,047 shares; 2025Q4: 26,644 shares 26,644 $1.81M 0.01% -8,403 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,227 shares; 2025Q1: 2,476 shares; 2025Q2: 5,355 shares; 2025Q3: 7,415 shares; 2025Q4: 6,934 shares 6,934 $1.81M 0.01% -481 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 19,098 shares; 2025Q1: 18,532 shares; 2025Q2: 16,129 shares; 2025Q3: 15,836 shares; 2025Q4: 15,277 shares 15,277 $1.81M 0.01% -559 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,170 shares; 2024Q4: 24,226 shares; 2025Q1: 14,944 shares; 2025Q2: 14,960 shares; 2025Q3: 14,494 shares; 2025Q4: 14,307 shares 14,307 $1.81M 0.01% -187 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,864 shares; 2024Q4: 102,255 shares; 2025Q1: 107,182 shares; 2025Q2: 104,259 shares; 2025Q3: 103,914 shares; 2025Q4: 103,941 shares 103,941 $1.81M 0.01% +27 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: 35,477 shares; 2024Q4: 37,919 shares; 2025Q1: 41,094 shares; 2025Q2: 41,636 shares; 2025Q3: 32,049 shares; 2025Q4: 31,664 shares 31,664 $1.8M 0.01% -385 Timeline IBMQ 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: 14,694 shares; 2024Q4: 11,784 shares; 2025Q1: 11,796 shares; 2025Q2: 11,839 shares; 2025Q3: 13,393 shares; 2025Q4: 70,139 shares 70,139 $1.79M 0.01% +56,746 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,153 shares; 2024Q4: 68,153 shares; 2025Q1: 58,406 shares; 2025Q2: 241,530 shares; 2025Q3: 96,960 shares; 2025Q4: 88,601 shares 88,601 $1.79M 0.01% -8,359 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,676 shares; 2025Q3: 48,674 shares; 2025Q4: 50,166 shares 50,166 $1.79M 0.01% +1,492 Timeline GREK 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: 19,382 shares; 2024Q4: 18,319 shares; 2025Q1: 32,199 shares; 2025Q2: 29,218 shares; 2025Q3: 28,027 shares; 2025Q4: 27,131 shares 27,131 $1.79M 0.01% -896 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,235 shares; 2025Q1: 4,236 shares; 2025Q2: 4,388 shares; 2025Q3: 4,575 shares; 2025Q4: 4,617 shares 4,617 $1.79M 0.01% +42 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,316 shares; 2024Q4: 58,817 shares; 2025Q1: 61,097 shares; 2025Q2: 70,014 shares; 2025Q3: 79,447 shares; 2025Q4: 75,970 shares 75,970 $1.78M 0.01% -3,477 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: 40,438 shares; 2024Q4: 39,425 shares; 2025Q1: 41,652 shares; 2025Q2: 44,240 shares; 2025Q3: 41,606 shares; 2025Q4: 40,744 shares 40,744 $1.78M 0.01% -862 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest 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: 45,059 shares; 2025Q4: 87,543 shares 87,543 $1.78M 0.01% +42,484 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: 11,361 shares; 2024Q4: 10,132 shares; 2025Q1: 9,182 shares; 2025Q2: 18,366 shares; 2025Q3: 54,161 shares; 2025Q4: 34,210 shares 34,210 $1.77M 0.01% -19,951 Timeline