EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,174 shares; 2025Q2: 22,209 shares; 2025Q3: 24,560 shares; 2025Q4: 34,389 shares 34,389 $1.1M 0.03% +9,829 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,093 shares; 2024Q4: 17,242 shares; 2025Q1: 16,070 shares; 2025Q2: 15,386 shares; 2025Q3: 12,743 shares; 2025Q4: 14,828 shares 14,828 $1.1M 0.03% +2,085 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: 443 shares; 2024Q4: 521 shares; 2025Q1: 623 shares; 2025Q2: 481 shares; 2025Q3: 166 shares; 2025Q4: 542 shares 542 $1.09M 0.03% +376 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,786 shares; 2024Q4: 22,402 shares; 2025Q1: 16,082 shares; 2025Q2: 11,296 shares; 2025Q3: 12,896 shares; 2025Q4: 13,759 shares 13,759 $1.09M 0.03% +863 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 14,414 shares; 2025Q1: 15,142 shares; 2025Q2: 16,695 shares; 2025Q3: 9,735 shares; 2025Q4: 9,831 shares 9,831 $1.09M 0.03% +96 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,220 shares; 2025Q3: 55,052 shares; 2025Q4: 33,363 shares 33,363 $1.09M 0.03% -21,689 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 5,377 shares; 2025Q1: 5,469 shares; 2025Q2: 5,395 shares; 2025Q3: 4,887 shares; 2025Q4: 4,700 shares 4,700 $1.09M 0.03% -187 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,641 shares; 2024Q4: 26,001 shares; 2025Q1: 24,922 shares; 2025Q2: 24,818 shares; 2025Q3: 24,019 shares; 2025Q4: 24,451 shares 24,451 $1.09M 0.03% +432 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: 18,566 shares; 2024Q4: 15,220 shares; 2025Q1: 14,550 shares; 2025Q2: 13,860 shares; 2025Q3: 13,258 shares; 2025Q4: 14,072 shares 14,072 $1.08M 0.03% +814 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,552 shares; 2025Q4: 30,210 shares 30,210 $1.08M 0.03% +658 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 1,273 shares; 2025Q2: 1,288 shares; 2025Q3: 974 shares; 2025Q4: 1,003 shares 1,003 $1.07M 0.03% +29 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 8,940 shares; 2025Q1: 10,212 shares; 2025Q2: 9,279 shares; 2025Q3: 8,548 shares; 2025Q4: 8,353 shares 8,353 $1.07M 0.03% -195 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: 2,843 shares; 2024Q4: 3,988 shares; 2025Q1: 4,053 shares; 2025Q2: 4,080 shares; 2025Q3: 3,900 shares; 2025Q4: 4,076 shares 4,076 $1.07M 0.03% +176 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 6,373 shares; 2025Q1: 6,191 shares; 2025Q2: 5,016 shares; 2025Q3: 4,879 shares; 2025Q4: 6,265 shares 6,265 $1.06M 0.03% +1,386 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,603 shares; 2025Q3: 28,157 shares; 2025Q4: 27,292 shares 27,292 $1.06M 0.03% -865 Timeline BIL 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: 12,374 shares; 2024Q4: 11,985 shares; 2025Q1: 16,359 shares; 2025Q2: 12,502 shares; 2025Q3: 11,887 shares; 2025Q4: 11,515 shares 11,515 $1.04M 0.03% -372 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 38,320 shares; 2025Q3: 42,573 shares; 2025Q4: 37,027 shares 37,027 $1.04M 0.03% -5,546 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: 15,177 shares; 2024Q4: 13,941 shares; 2025Q1: 14,629 shares; 2025Q2: 14,590 shares; 2025Q3: 15,084 shares; 2025Q4: 13,207 shares 13,207 $1.04M 0.03% -1,877 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 7,121 shares; 2025Q1: 7,154 shares; 2025Q2: 7,067 shares; 2025Q3: 6,529 shares; 2025Q4: 6,359 shares 6,359 $1.04M 0.03% -170 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,370 shares; 2025Q2: 6,512 shares; 2025Q3: 6,856 shares; 2025Q4: 9,454 shares 9,454 $1.04M 0.03% +2,598 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,566 shares; 2024Q4: 42,631 shares; 2025Q1: 54,387 shares; 2025Q2: 44,056 shares; 2025Q3: 49,638 shares; 2025Q4: 49,310 shares 49,310 $1.04M 0.03% -328 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: not reported; 2024Q4: 8,812 shares; 2025Q1: 9,540 shares; 2025Q2: 10,729 shares; 2025Q3: 11,827 shares; 2025Q4: 20,223 shares 20,223 $1.03M 0.03% +8,396 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,307 shares; 2025Q1: 3,013 shares; 2025Q2: 3,249 shares; 2025Q3: 4,012 shares; 2025Q4: 4,903 shares 4,903 $1.03M 0.03% +891 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 8,719 shares; 2025Q1: 11,045 shares; 2025Q2: 10,880 shares; 2025Q3: 11,100 shares; 2025Q4: 11,645 shares 11,645 $1.02M 0.03% +545 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,515 shares; 2025Q2: 4,104 shares; 2025Q3: 7,604 shares; 2025Q4: 4,784 shares 4,784 $1.02M 0.03% -2,820 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares 8,293 $1.02M 0.03% new Timeline FDHY 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: 21,800 shares; 2024Q4: 22,490 shares; 2025Q1: 21,543 shares; 2025Q2: 20,995 shares; 2025Q3: 20,922 shares; 2025Q4: 20,554 shares 20,554 $1.01M 0.03% -368 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 8,190 shares; 2025Q1: 10,868 shares; 2025Q2: 11,192 shares; 2025Q3: 11,856 shares; 2025Q4: 4,971 shares 4,971 $1.01M 0.03% -6,885 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,347 shares; 2024Q4: 26,332 shares; 2025Q1: 22,255 shares; 2025Q2: 189,615 shares; 2025Q3: 189,125 shares; 2025Q4: 159,350 shares 159,350 $1.01M 0.03% -29,775 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 7,987 shares; 2025Q1: 8,434 shares; 2025Q2: 8,756 shares; 2025Q3: 5,530 shares; 2025Q4: 5,542 shares 5,542 $1.01M 0.03% +12 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 18,982 shares; 2025Q1: 18,813 shares; 2025Q2: 20,256 shares; 2025Q3: 20,456 shares; 2025Q4: 25,060 shares 25,060 $1.01M 0.03% +4,604 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,628 shares; 2025Q1: 6,645 shares; 2025Q2: 6,255 shares; 2025Q3: 6,292 shares; 2025Q4: 6,269 shares 6,269 $1M 0.03% -23 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,603 shares; 2024Q4: 46,347 shares; 2025Q1: 46,672 shares; 2025Q2: 59,334 shares; 2025Q3: 23,962 shares; 2025Q4: 32,487 shares 32,487 $998K 0.03% +8,525 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 10,243 shares; 2025Q1: 11,279 shares; 2025Q2: 6,889 shares; 2025Q3: 5,288 shares; 2025Q4: 4,366 shares 4,366 $993K 0.03% -922 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,151 shares; 2024Q4: 33,785 shares; 2025Q1: 36,202 shares; 2025Q2: 37,665 shares; 2025Q3: 29,212 shares; 2025Q4: 28,549 shares 28,549 $991K 0.03% -663 Timeline XHB 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: 12,352 shares; 2024Q4: 7,971 shares; 2025Q1: 7,876 shares; 2025Q2: 8,128 shares; 2025Q3: 8,795 shares; 2025Q4: 9,592 shares 9,592 $988K 0.03% +797 Timeline UEVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,144 shares; 2025Q4: 17,782 shares 17,782 $986K 0.03% +638 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,366 shares; 2024Q4: 14,267 shares; 2025Q1: 15,147 shares; 2025Q2: 16,527 shares; 2025Q3: 16,506 shares; 2025Q4: 24,372 shares 24,372 $983K 0.03% +7,866 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: 2,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,493 shares 7,493 $983K 0.03% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,640 shares; 2024Q4: 27,398 shares; 2025Q1: 31,548 shares; 2025Q2: 106,661 shares; 2025Q3: 102,067 shares; 2025Q4: 98,115 shares 98,115 $978K 0.03% -3,952 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: 19,071 shares; 2024Q4: 20,847 shares; 2025Q1: 20,415 shares; 2025Q2: 19,925 shares; 2025Q3: 20,230 shares; 2025Q4: 20,310 shares 20,310 $977K 0.03% +80 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: 15,366 shares; 2024Q4: 15,294 shares; 2025Q1: 15,024 shares; 2025Q2: 15,645 shares; 2025Q3: 17,057 shares; 2025Q4: 17,577 shares 17,577 $977K 0.03% +520 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,161 shares; 2024Q4: 43,236 shares; 2025Q1: 48,536 shares; 2025Q2: 48,261 shares; 2025Q3: 49,681 shares; 2025Q4: 47,350 shares 47,350 $975K 0.03% -2,331 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: 10,610 shares; 2024Q4: 10,898 shares; 2025Q1: 10,733 shares; 2025Q2: 10,654 shares; 2025Q3: 10,600 shares; 2025Q4: 10,912 shares 10,912 $973K 0.03% +312 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,475 shares; 2025Q4: 40,911 shares 40,911 $971K 0.03% +11,436 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,200 shares; 2025Q4: 166,300 shares 166,300 $970K 0.03% +8,100 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,112 shares; 2025Q1: 4,529 shares; 2025Q2: 4,600 shares; 2025Q3: 4,603 shares; 2025Q4: 10,520 shares 10,520 $967K 0.03% +5,917 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,470 shares; 2024Q4: 33,963 shares; 2025Q1: 22,689 shares; 2025Q2: 21,600 shares; 2025Q3: 23,560 shares; 2025Q4: 21,157 shares 21,157 $966K 0.03% -2,403 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,895 shares; 2025Q1: 2,742 shares; 2025Q2: 2,747 shares; 2025Q3: 3,760 shares; 2025Q4: 3,474 shares 3,474 $962K 0.03% -286 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 6,214 shares; 2025Q1: 31,618 shares; 2025Q2: 22,145 shares; 2025Q3: 21,325 shares; 2025Q4: 20,495 shares 20,495 $957K 0.03% -830 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,058 shares; 2025Q1: 3,081 shares; 2025Q2: 3,066 shares; 2025Q3: 3,108 shares; 2025Q4: 3,455 shares 3,455 $951K 0.03% +347 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,150 shares 5,150 $951K 0.03% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,644 shares; 2025Q3: 24,517 shares; 2025Q4: 28,445 shares 28,445 $947K 0.03% +3,928 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,553 shares; 2024Q4: 144,713 shares; 2025Q1: 156,871 shares; 2025Q2: 147,177 shares; 2025Q3: 115,011 shares; 2025Q4: 101,779 shares 101,779 $947K 0.03% -13,232 Timeline FCOM 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: 14,724 shares; 2024Q4: 14,918 shares; 2025Q1: 19,191 shares; 2025Q2: 15,010 shares; 2025Q3: 12,671 shares; 2025Q4: 12,837 shares 12,837 $941K 0.03% +166 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 15,798 shares; 2025Q1: 15,704 shares; 2025Q2: 16,572 shares; 2025Q3: 17,981 shares; 2025Q4: 19,390 shares 19,390 $939K 0.03% +1,409 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,515 shares; 2025Q3: 23,492 shares; 2025Q4: 24,220 shares 24,220 $934K 0.03% +728 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 2,019 shares; 2025Q1: 2,051 shares; 2025Q2: 1,690 shares; 2025Q3: 1,340 shares; 2025Q4: 1,314 shares 1,314 $927K 0.03% -26 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: 42,128 shares; 2024Q4: 41,987 shares; 2025Q1: 41,391 shares; 2025Q2: 41,391 shares; 2025Q3: 41,395 shares; 2025Q4: 41,408 shares 41,408 $926K 0.03% +13 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,246 shares 5,246 $923K 0.03% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,961 shares 15,961 $923K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 588 shares; 2025Q4: 867 shares 867 $922K 0.03% +279 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 32,235 shares; 2025Q1: 32,537 shares; 2025Q2: 31,715 shares; 2025Q3: 30,779 shares; 2025Q4: 30,455 shares 30,455 $916K 0.03% -324 Timeline POWA 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: 8,727 shares; 2024Q4: 10,102 shares; 2025Q1: 12,387 shares; 2025Q2: 11,297 shares; 2025Q3: 10,362 shares; 2025Q4: 10,137 shares 10,137 $912K 0.03% -225 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,780 shares; 2024Q4: 27,516 shares; 2025Q1: 27,206 shares; 2025Q2: 23,958 shares; 2025Q3: 21,136 shares; 2025Q4: 20,467 shares 20,467 $911K 0.03% -669 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,070 shares; 2024Q4: 56,845 shares; 2025Q1: 56,345 shares; 2025Q2: 53,095 shares; 2025Q3: 56,845 shares; 2025Q4: 53,645 shares 53,645 $908K 0.03% -3,200 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,586 shares; 2025Q1: 8,815 shares; 2025Q2: 8,511 shares; 2025Q3: 9,190 shares; 2025Q4: 8,644 shares 8,644 $908K 0.03% -546 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: 1,311 shares; 2024Q4: 1,190 shares; 2025Q1: 1,300 shares; 2025Q2: 1,218 shares; 2025Q3: 1,151 shares; 2025Q4: 2,150 shares 2,150 $907K 0.03% +999 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 30,761 shares 30,761 $907K 0.03% new Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,185 shares 47,185 $905K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 6,276 shares; 2025Q1: 8,991 shares; 2025Q2: 9,691 shares; 2025Q3: 8,289 shares; 2025Q4: 4,864 shares 4,864 $903K 0.02% -3,425 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: 6,979 shares; 2024Q4: 7,027 shares; 2025Q1: 7,077 shares; 2025Q2: 7,035 shares; 2025Q3: 7,089 shares; 2025Q4: 7,118 shares 7,118 $901K 0.02% +29 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,575 shares; 2024Q4: 12,495 shares; 2025Q1: 10,188 shares; 2025Q2: 18,519 shares; 2025Q3: 19,740 shares; 2025Q4: 19,348 shares 19,348 $898K 0.02% -392 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS 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: 129,300 shares; 2025Q3: 125,500 shares; 2025Q4: 125,300 shares 125,300 $897K 0.02% -200 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,849 shares; 2024Q4: 77,368 shares; 2025Q1: 76,545 shares; 2025Q2: 76,789 shares; 2025Q3: 78,858 shares; 2025Q4: 69,542 shares 69,542 $896K 0.02% -9,316 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,021 shares 35,021 $895K 0.02% new Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,491 shares; 2024Q4: 23,726 shares; 2025Q1: 21,819 shares; 2025Q2: 23,883 shares; 2025Q3: 22,424 shares; 2025Q4: 20,450 shares 20,450 $895K 0.02% -1,974 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,131 shares; 2025Q1: 4,176 shares; 2025Q2: 4,027 shares; 2025Q3: 4,907 shares; 2025Q4: 4,260 shares 4,260 $887K 0.02% -647 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 11,877 shares; 2025Q1: 15,984 shares; 2025Q2: not reported; 2025Q3: 21,898 shares; 2025Q4: 37,426 shares 37,426 $884K 0.02% +15,528 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 7,718 shares; 2025Q1: 8,540 shares; 2025Q2: 8,836 shares; 2025Q3: 9,058 shares; 2025Q4: 9,204 shares 9,204 $884K 0.02% +146 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: 18,688 shares; 2024Q4: 18,170 shares; 2025Q1: 17,493 shares; 2025Q2: 17,165 shares; 2025Q3: 16,396 shares; 2025Q4: 16,343 shares 16,343 $883K 0.02% -53 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,927 shares; 2025Q4: 28,928 shares 28,928 $882K 0.02% +10,001 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: 12,282 shares; 2025Q1: 16,621 shares; 2025Q2: 19,081 shares; 2025Q3: 19,156 shares; 2025Q4: 20,991 shares 20,991 $875K 0.02% +1,835 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 27,468 shares; 2025Q1: 22,824 shares; 2025Q2: 12,732 shares; 2025Q3: 10,616 shares; 2025Q4: 15,540 shares 15,540 $874K 0.02% +4,924 Timeline MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS THERAPEUTICS 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: 24,000 shares 24,000 $871K 0.02% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,243 shares; 2025Q4: 9,460 shares 9,460 $871K 0.02% +4,217 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 10,383 shares; 2025Q1: 13,799 shares; 2025Q2: 17,394 shares; 2025Q3: 18,337 shares; 2025Q4: 18,915 shares 18,915 $870K 0.02% +578 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,636 shares; 2025Q2: 5,275 shares; 2025Q3: 8,302 shares; 2025Q4: 8,416 shares 8,416 $866K 0.02% +114 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: 6,254 shares; 2024Q4: 5,955 shares; 2025Q1: 6,179 shares; 2025Q2: 6,393 shares; 2025Q3: 6,478 shares; 2025Q4: 7,984 shares 7,984 $865K 0.02% +1,506 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,788 shares; 2024Q4: 35,800 shares; 2025Q1: 35,807 shares; 2025Q2: 35,818 shares; 2025Q3: 35,829 shares; 2025Q4: 37,713 shares 37,713 $864K 0.02% +1,884 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 6,602 shares; 2025Q1: 3,227 shares; 2025Q2: 2,966 shares; 2025Q3: 2,893 shares; 2025Q4: 2,770 shares 2,770 $860K 0.02% -123 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 715 shares; 2025Q1: 505 shares; 2025Q2: 541 shares; 2025Q3: 1,167 shares; 2025Q4: 1,269 shares 1,269 $859K 0.02% +102 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: 13,409 shares; 2024Q4: 13,091 shares; 2025Q1: 13,222 shares; 2025Q2: 12,708 shares; 2025Q3: 11,613 shares; 2025Q4: 11,618 shares 11,618 $858K 0.02% +5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,029 shares; 2025Q4: 6,359 shares 6,359 $858K 0.02% +4,330 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,356 shares; 2024Q4: 17,609 shares; 2025Q1: 17,336 shares; 2025Q2: 17,028 shares; 2025Q3: 17,193 shares; 2025Q4: 17,298 shares 17,298 $855K 0.02% +105 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: 3,284 shares; 2024Q4: 3,240 shares; 2025Q1: 3,840 shares; 2025Q2: 4,315 shares; 2025Q3: 13,880 shares; 2025Q4: 14,167 shares 14,167 $850K 0.02% +287 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,538 shares; 2025Q1: 7,694 shares; 2025Q2: 7,216 shares; 2025Q3: 6,850 shares; 2025Q4: 6,387 shares 6,387 $848K 0.02% -463 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,272 shares; 2024Q4: 13,598 shares; 2025Q1: 13,681 shares; 2025Q2: 16,657 shares; 2025Q3: 8,769 shares; 2025Q4: 7,548 shares 7,548 $847K 0.02% -1,221 Timeline DCOR 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: not reported; 2025Q4: 11,485 shares 11,485 $846K 0.02% new 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: 2,931 shares; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,522 shares; 2025Q3: 3,119 shares; 2025Q4: 2,832 shares 2,832 $845K 0.02% -287 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 9,502 shares; 2025Q1: 8,426 shares; 2025Q2: 11,183 shares; 2025Q3: 9,431 shares; 2025Q4: 9,929 shares 9,929 $844K 0.02% +498 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 10,661 shares; 2025Q1: 11,669 shares; 2025Q2: 11,352 shares; 2025Q3: 10,272 shares; 2025Q4: 9,877 shares 9,877 $843K 0.02% -395 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: 5,373 shares; 2024Q4: 5,497 shares; 2025Q1: 5,352 shares; 2025Q2: 5,110 shares; 2025Q3: 4,579 shares; 2025Q4: 4,804 shares 4,804 $837K 0.02% +225 Timeline SPDW 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: 41,227 shares; 2024Q4: 38,926 shares; 2025Q1: 35,885 shares; 2025Q2: 18,826 shares; 2025Q3: 18,248 shares; 2025Q4: 18,850 shares 18,850 $837K 0.02% +602 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: 9,377 shares; 2024Q4: 9,388 shares; 2025Q1: 9,332 shares; 2025Q2: 9,340 shares; 2025Q3: 6,479 shares; 2025Q4: 6,481 shares 6,481 $835K 0.02% +2 Timeline DINT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,211 shares 29,211 $833K 0.02% new 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: 50,528 shares; 2024Q4: 48,627 shares; 2025Q1: 58,874 shares; 2025Q2: 33,288 shares; 2025Q3: 32,261 shares; 2025Q4: 25,619 shares 25,619 $832K 0.02% -6,642 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 25,355 shares; 2025Q1: 25,827 shares; 2025Q2: 25,951 shares; 2025Q3: 25,636 shares; 2025Q4: 25,398 shares 25,398 $832K 0.02% -238 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 5,863 shares; 2025Q1: 6,563 shares; 2025Q2: 5,709 shares; 2025Q3: 6,888 shares; 2025Q4: 6,220 shares 6,220 $830K 0.02% -668 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,204 shares; 2024Q4: 24,114 shares; 2025Q1: 23,842 shares; 2025Q2: 17,880 shares; 2025Q3: 16,142 shares; 2025Q4: 14,161 shares 14,161 $830K 0.02% -1,981 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,618 shares 12,618 $825K 0.02% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 11,546 shares; 2025Q1: 12,713 shares; 2025Q2: 14,107 shares; 2025Q3: 14,331 shares; 2025Q4: 15,632 shares 15,632 $823K 0.02% +1,301 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,805 shares; 2024Q4: 60,438 shares; 2025Q1: 70,863 shares; 2025Q2: 73,046 shares; 2025Q3: 71,259 shares; 2025Q4: 71,842 shares 71,842 $822K 0.02% +583 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,743 shares; 2025Q3: 53,282 shares; 2025Q4: 16,364 shares 16,364 $822K 0.02% -36,918 Timeline SRET GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,496 shares; 2025Q2: 28,890 shares; 2025Q3: 32,256 shares; 2025Q4: 37,724 shares 37,724 $821K 0.02% +5,468 Timeline BGLD 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: 20,447 shares; 2024Q4: 28,938 shares; 2025Q1: 52,757 shares; 2025Q2: 50,070 shares; 2025Q3: 46,813 shares; 2025Q4: 46,924 shares 46,924 $803K 0.02% +111 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 8,551 shares; 2025Q1: 13,516 shares; 2025Q2: 13,936 shares; 2025Q3: 11,207 shares; 2025Q4: 8,020 shares 8,020 $801K 0.02% -3,187 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,244 shares; 2025Q1: 5,177 shares; 2025Q2: 4,849 shares; 2025Q3: 4,839 shares; 2025Q4: 4,971 shares 4,971 $795K 0.02% +132 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,919 shares; 2025Q4: 16,650 shares 16,650 $794K 0.02% +1,731 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,768 shares; 2025Q4: 25,825 shares 25,825 $793K 0.02% +3,057 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,931 shares; 2025Q2: 24,004 shares; 2025Q3: 27,101 shares; 2025Q4: 37,180 shares 37,180 $790K 0.02% +10,079 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: 6,771 shares; 2024Q4: 6,741 shares; 2025Q1: 7,522 shares; 2025Q2: 7,345 shares; 2025Q3: 7,465 shares; 2025Q4: 7,997 shares 7,997 $788K 0.02% +532 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: 3,519 shares; 2024Q4: 3,379 shares; 2025Q1: 3,169 shares; 2025Q2: 4,195 shares; 2025Q3: 4,452 shares; 2025Q4: 3,802 shares 3,802 $770K 0.02% -650 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,878 shares; 2024Q4: 77,327 shares; 2025Q1: 94,786 shares; 2025Q2: 86,889 shares; 2025Q3: 89,954 shares; 2025Q4: 97,963 shares 97,963 $768K 0.02% +8,009 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 7,052 shares; 2025Q1: 7,774 shares; 2025Q2: 7,618 shares; 2025Q3: 6,878 shares; 2025Q4: 7,338 shares 7,338 $768K 0.02% +460 Timeline ROBT 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: 13,548 shares; 2025Q2: 14,237 shares; 2025Q3: 18,791 shares; 2025Q4: 14,791 shares 14,791 $767K 0.02% -4,000 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 13,080 shares; 2025Q1: 13,861 shares; 2025Q2: 14,488 shares; 2025Q3: 14,522 shares; 2025Q4: 14,109 shares 14,109 $765K 0.02% -413 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 18,942 shares; 2025Q1: 16,164 shares; 2025Q2: 13,083 shares; 2025Q3: 11,847 shares; 2025Q4: 12,301 shares 12,301 $764K 0.02% +454 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,331 shares; 2025Q1: 2,314 shares; 2025Q2: 2,280 shares; 2025Q3: 1,632 shares; 2025Q4: 1,686 shares 1,686 $764K 0.02% +54 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,339 shares 35,339 $764K 0.02% new Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,414 shares; 2025Q4: 26,272 shares 26,272 $764K 0.02% -4,142 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,326 shares; 2024Q4: 16,855 shares; 2025Q1: 11,536 shares; 2025Q2: 11,184 shares; 2025Q3: 6,828 shares; 2025Q4: 6,696 shares 6,696 $763K 0.02% -132 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 8,007 shares; 2025Q1: 5,118 shares; 2025Q2: 4,277 shares; 2025Q3: 3,440 shares; 2025Q4: 3,085 shares 3,085 $762K 0.02% -355 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS 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: 10,010 shares 10,010 $760K 0.02% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,503 shares; 2025Q4: 11,322 shares 11,322 $760K 0.02% -181 Timeline IAT 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: 20,293 shares; 2024Q4: 18,605 shares; 2025Q1: 17,772 shares; 2025Q2: 13,616 shares; 2025Q3: 10,165 shares; 2025Q4: 13,690 shares 13,690 $755K 0.02% +3,525 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: 17,035 shares; 2024Q4: 15,498 shares; 2025Q1: 16,006 shares; 2025Q2: 16,356 shares; 2025Q3: 16,290 shares; 2025Q4: 17,288 shares 17,288 $754K 0.02% +998 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,885 shares; 2024Q4: 56,643 shares; 2025Q1: 64,075 shares; 2025Q2: 69,695 shares; 2025Q3: 73,050 shares; 2025Q4: 75,245 shares 75,245 $752K 0.02% +2,195 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,066 shares; 2025Q1: 9,589 shares; 2025Q2: 9,410 shares; 2025Q3: 10,516 shares; 2025Q4: 10,230 shares 10,230 $752K 0.02% -286 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,802 shares; 2024Q4: 7,590 shares; 2025Q1: 8,890 shares; 2025Q2: 7,713 shares; 2025Q3: 7,807 shares; 2025Q4: 8,082 shares 8,082 $746K 0.02% +275 Timeline FNDX 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: 9,695 shares; 2024Q4: 33,145 shares; 2025Q1: 97,040 shares; 2025Q2: 95,830 shares; 2025Q3: 37,532 shares; 2025Q4: 27,388 shares 27,388 $745K 0.02% -10,144 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,482 shares; 2024Q4: 8,980 shares; 2025Q1: 8,567 shares; 2025Q2: 11,131 shares; 2025Q3: 12,057 shares; 2025Q4: 14,679 shares 14,679 $741K 0.02% +2,622 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,640 shares 8,640 $739K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,007 shares; 2025Q1: 2,296 shares; 2025Q2: 2,320 shares; 2025Q3: 2,330 shares; 2025Q4: 2,715 shares 2,715 $736K 0.02% +385 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: 10,557 shares; 2024Q4: 9,835 shares; 2025Q1: 13,031 shares; 2025Q2: 14,241 shares; 2025Q3: 10,090 shares; 2025Q4: 10,273 shares 10,273 $734K 0.02% +183 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: 18,716 shares; 2024Q4: 18,280 shares; 2025Q1: 10,087 shares; 2025Q2: 10,361 shares; 2025Q3: 9,856 shares; 2025Q4: 9,092 shares 9,092 $733K 0.02% -764 Timeline SPGM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,687 shares; 2025Q4: 9,538 shares 9,538 $732K 0.02% -149 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,544 shares; 2024Q4: 16,430 shares; 2025Q1: 17,844 shares; 2025Q2: 17,726 shares; 2025Q3: 16,354 shares; 2025Q4: 16,479 shares 16,479 $731K 0.02% +125 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 15,526 shares; 2025Q1: 11,693 shares; 2025Q2: 7,907 shares; 2025Q3: 5,182 shares; 2025Q4: 4,721 shares 4,721 $730K 0.02% -461 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: 1,744 shares; 2024Q4: 1,516 shares; 2025Q1: 2,447 shares; 2025Q2: 2,574 shares; 2025Q3: 4,795 shares; 2025Q4: 4,816 shares 4,816 $729K 0.02% +21 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 8,761 shares; 2025Q1: 9,049 shares; 2025Q2: 10,757 shares; 2025Q3: 7,763 shares; 2025Q4: 6,296 shares 6,296 $726K 0.02% -1,467 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,515 shares; 2025Q2: 12,134 shares; 2025Q3: 12,950 shares; 2025Q4: 17,918 shares 17,918 $725K 0.02% +4,968 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,193 shares; 2025Q1: 1,689 shares; 2025Q2: 1,691 shares; 2025Q3: 2,102 shares; 2025Q4: 1,836 shares 1,836 $723K 0.02% -266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,965 shares 11,965 $723K 0.02% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,577 shares; 2024Q4: 230,210 shares; 2025Q1: 75,258 shares; 2025Q2: 56,906 shares; 2025Q3: 35,645 shares; 2025Q4: 16,154 shares 16,154 $716K 0.02% -19,491 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 15,273 shares; 2025Q1: 14,783 shares; 2025Q2: 15,292 shares; 2025Q3: 15,270 shares; 2025Q4: 15,270 shares 15,270 $714K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,598 shares; 2025Q1: 4,440 shares; 2025Q2: 4,197 shares; 2025Q3: 4,070 shares; 2025Q4: 4,345 shares 4,345 $713K 0.02% +275 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,977 shares; 2025Q2: 19,207 shares; 2025Q3: 17,953 shares; 2025Q4: 16,372 shares 16,372 $713K 0.02% -1,581 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,852 shares; 2024Q4: 10,765 shares; 2025Q1: 11,939 shares; 2025Q2: 13,576 shares; 2025Q3: 15,232 shares; 2025Q4: 15,769 shares 15,769 $709K 0.02% +537 Timeline SPHD 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: 23,283 shares; 2024Q4: 22,800 shares; 2025Q1: 15,088 shares; 2025Q2: 15,914 shares; 2025Q3: 15,525 shares; 2025Q4: 14,772 shares 14,772 $709K 0.02% -753 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: 3,640 shares; 2024Q4: 3,551 shares; 2025Q1: 3,336 shares; 2025Q2: 3,319 shares; 2025Q3: 3,356 shares; 2025Q4: 3,568 shares 3,568 $709K 0.02% +212 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,904 shares; 2025Q4: 11,055 shares 11,055 $708K 0.02% +6,151 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,744 shares; 2025Q1: 56,254 shares; 2025Q2: 52,181 shares; 2025Q3: 50,843 shares; 2025Q4: 52,146 shares 52,146 $708K 0.02% +1,303 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,905 shares; 2024Q4: 33,273 shares; 2025Q1: 24,190 shares; 2025Q2: 15,291 shares; 2025Q3: 14,330 shares; 2025Q4: 14,969 shares 14,969 $704K 0.02% +639 Timeline QXO QXO INC More: the full row for QXO 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: 12,189 shares; 2025Q2: 34,069 shares; 2025Q3: 34,062 shares; 2025Q4: 36,468 shares 36,468 $703K 0.02% +2,406 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 4,218 shares; 2025Q1: 4,875 shares; 2025Q2: 5,157 shares; 2025Q3: 11,168 shares; 2025Q4: 5,097 shares 5,097 $703K 0.02% -6,071 Timeline JCPB 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: 15,599 shares; 2024Q4: 15,340 shares; 2025Q1: 15,280 shares; 2025Q2: 16,170 shares; 2025Q3: 14,683 shares; 2025Q4: 14,836 shares 14,836 $702K 0.02% +153 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,111 shares; 2024Q4: 9,221 shares; 2025Q1: 9,688 shares; 2025Q2: 8,650 shares; 2025Q3: 8,882 shares; 2025Q4: 9,408 shares 9,408 $702K 0.02% +526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,056 shares 3,056 $700K 0.02% new Timeline MDIV 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: 69,973 shares; 2024Q4: 71,478 shares; 2025Q1: 73,645 shares; 2025Q2: 50,786 shares; 2025Q3: 49,552 shares; 2025Q4: 44,304 shares 44,304 $696K 0.02% -5,248 Timeline VCLT 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: 18,920 shares; 2024Q4: 23,185 shares; 2025Q1: 24,539 shares; 2025Q2: 5,482 shares; 2025Q3: 9,902 shares; 2025Q4: 9,168 shares 9,168 $695K 0.02% -734 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,406 shares; 2025Q2: 5,920 shares; 2025Q3: 7,001 shares; 2025Q4: 10,238 shares 10,238 $693K 0.02% +3,237 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,073 shares; 2024Q4: 8,874 shares; 2025Q1: 10,755 shares; 2025Q2: 10,505 shares; 2025Q3: 10,807 shares; 2025Q4: 11,326 shares 11,326 $692K 0.02% +519 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,341 shares; 2025Q1: 23,079 shares; 2025Q2: 27,069 shares; 2025Q3: 25,916 shares; 2025Q4: 23,674 shares 23,674 $691K 0.02% -2,242 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,113 shares; 2024Q4: 28,549 shares; 2025Q1: 28,070 shares; 2025Q2: 28,069 shares; 2025Q3: 25,496 shares; 2025Q4: 26,063 shares 26,063 $691K 0.02% +567 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,717 shares; 2024Q4: 22,590 shares; 2025Q1: 20,124 shares; 2025Q2: 13,836 shares; 2025Q3: 13,325 shares; 2025Q4: 14,441 shares 14,441 $689K 0.02% +1,116 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,372 shares; 2025Q3: 18,630 shares; 2025Q4: 18,686 shares 18,686 $689K 0.02% +56 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,779 shares; 2025Q1: 2,419 shares; 2025Q2: 2,072 shares; 2025Q3: 2,047 shares; 2025Q4: 2,022 shares 2,022 $687K 0.02% -25 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: 40,677 shares; 2024Q4: 48,226 shares; 2025Q1: 27,125 shares; 2025Q2: 26,133 shares; 2025Q3: 16,316 shares; 2025Q4: 19,622 shares 19,622 $687K 0.02% +3,306 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,336 shares; 2024Q4: 7,873 shares; 2025Q1: 8,499 shares; 2025Q2: 10,511 shares; 2025Q3: 11,945 shares; 2025Q4: 14,669 shares 14,669 $687K 0.02% +2,724 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: 33,664 shares; 2024Q4: 26,558 shares; 2025Q1: 20,223 shares; 2025Q2: 14,846 shares; 2025Q3: 10,637 shares; 2025Q4: 10,546 shares 10,546 $687K 0.02% -91 Timeline EXI 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: 4,768 shares; 2024Q4: 3,993 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,934 shares; 2025Q4: 3,915 shares 3,915 $686K 0.02% -19 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE 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: 6,500 shares 6,500 $680K 0.02% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 17,992 shares; 2025Q1: 18,301 shares; 2025Q2: 16,306 shares; 2025Q3: 13,928 shares; 2025Q4: 12,972 shares 12,972 $680K 0.02% -956 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 6,833 shares; 2025Q1: 8,141 shares; 2025Q2: 10,956 shares; 2025Q3: 5,327 shares; 2025Q4: 5,209 shares 5,209 $680K 0.02% -118 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 138 shares; 2025Q1: 133 shares; 2025Q2: 138 shares; 2025Q3: 135 shares; 2025Q4: 127 shares 127 $680K 0.02% -8 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,506 shares; 2025Q1: 2,557 shares; 2025Q2: 2,484 shares; 2025Q3: 2,410 shares; 2025Q4: 2,347 shares 2,347 $678K 0.02% -63 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: not reported; 2025Q1: 6,215 shares; 2025Q2: 6,587 shares; 2025Q3: 7,633 shares; 2025Q4: 9,033 shares 9,033 $676K 0.02% +1,400 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,642 shares; 2025Q1: 6,711 shares; 2025Q2: 6,508 shares; 2025Q3: 6,515 shares; 2025Q4: 6,140 shares 6,140 $676K 0.02% -375 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: 12,729 shares; 2024Q4: 12,923 shares; 2025Q1: 13,999 shares; 2025Q2: 13,629 shares; 2025Q3: 13,839 shares; 2025Q4: 12,784 shares 12,784 $675K 0.02% -1,055 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 13,011 shares; 2025Q1: 13,183 shares; 2025Q2: 12,685 shares; 2025Q3: 10,503 shares; 2025Q4: 9,788 shares 9,788 $673K 0.02% -715 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 18,801 shares; 2025Q1: 16,091 shares; 2025Q2: 13,644 shares; 2025Q3: 13,594 shares; 2025Q4: 13,262 shares 13,262 $673K 0.02% -332 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 964 shares; 2025Q1: 1,017 shares; 2025Q2: 1,659 shares; 2025Q3: 1,513 shares; 2025Q4: 1,154 shares 1,154 $670K 0.02% -359 Timeline KMTS KESTRA MED TECHNOLOGIES LTD More: the full row for KESTRA MED TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,250 shares; 2025Q3: 25,250 shares; 2025Q4: 25,250 shares 25,250 $670K 0.02% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 14,153 shares; 2025Q1: 13,326 shares; 2025Q2: 13,037 shares; 2025Q3: 13,339 shares; 2025Q4: 13,339 shares 13,339 $667K 0.02% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,248 shares; 2025Q4: 7,875 shares 7,875 $664K 0.02% +627 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,140 shares; 2024Q4: 18,725 shares; 2025Q1: 18,650 shares; 2025Q2: 19,250 shares; 2025Q3: 19,150 shares; 2025Q4: 18,892 shares 18,892 $662K 0.02% -258 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: 39,702 shares; 2024Q4: 39,329 shares; 2025Q1: 39,232 shares; 2025Q2: 37,828 shares; 2025Q3: 34,562 shares; 2025Q4: 34,522 shares 34,522 $661K 0.02% -40 Timeline SVOL 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: 15,344 shares; 2024Q4: 26,146 shares; 2025Q1: 29,756 shares; 2025Q2: 33,858 shares; 2025Q3: 35,615 shares; 2025Q4: 37,456 shares 37,456 $658K 0.02% +1,841 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,298 shares; 2024Q4: 28,973 shares; 2025Q1: 35,211 shares; 2025Q2: 36,108 shares; 2025Q3: 41,802 shares; 2025Q4: 31,975 shares 31,975 $657K 0.02% -9,827 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,757 shares; 2025Q1: 8,571 shares; 2025Q2: 7,441 shares; 2025Q3: 3,602 shares; 2025Q4: 3,613 shares 3,613 $655K 0.02% +11 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: 7,930 shares; 2024Q4: 7,762 shares; 2025Q1: 7,426 shares; 2025Q2: 7,373 shares; 2025Q3: 7,684 shares; 2025Q4: 7,734 shares 7,734 $655K 0.02% +50 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,044 shares; 2025Q1: 1,833 shares; 2025Q2: 1,879 shares; 2025Q3: 1,657 shares; 2025Q4: 2,019 shares 2,019 $654K 0.02% +362 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: not reported; 2024Q4: 20,520 shares; 2025Q1: not reported; 2025Q2: 25,525 shares; 2025Q3: 22,890 shares; 2025Q4: 3,918 shares 3,918 $652K 0.02% -18,972 Timeline IUS 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: 4,079 shares; 2024Q4: 4,317 shares; 2025Q1: 11,256 shares; 2025Q2: 10,900 shares; 2025Q3: 10,930 shares; 2025Q4: 11,321 shares 11,321 $647K 0.02% +391 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,469 shares; 2024Q4: 15,573 shares; 2025Q1: 15,995 shares; 2025Q2: 14,862 shares; 2025Q3: 13,621 shares; 2025Q4: 13,730 shares 13,730 $646K 0.02% +109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,851 shares; 2025Q4: 9,592 shares 9,592 $646K 0.02% +1,741 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 3,402 shares; 2025Q1: 3,963 shares; 2025Q2: 3,994 shares; 2025Q3: 3,852 shares; 2025Q4: 3,839 shares 3,839 $644K 0.02% -13 Timeline RAPT RAPT THERAPEUTICS INC More: the full row for RAPT THERAPEUTICS 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: 19,000 shares 19,000 $644K 0.02% new Timeline JPEM 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: 6,902 shares; 2024Q4: 9,793 shares; 2025Q1: 9,807 shares; 2025Q2: 9,669 shares; 2025Q3: 9,727 shares; 2025Q4: 10,595 shares 10,595 $643K 0.02% +868 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 19,863 shares; 2025Q1: 17,605 shares; 2025Q2: 25,143 shares; 2025Q3: 17,197 shares; 2025Q4: 15,892 shares 15,892 $641K 0.02% -1,305 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 3,449 shares; 2025Q1: 3,705 shares; 2025Q2: 2,934 shares; 2025Q3: 3,275 shares; 2025Q4: 3,258 shares 3,258 $640K 0.02% -17 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 7,095 shares; 2025Q1: 7,228 shares; 2025Q2: 7,883 shares; 2025Q3: 7,336 shares; 2025Q4: 7,939 shares 7,939 $639K 0.02% +603 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,325 shares; 2025Q4: 14,325 shares 14,325 $635K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,553 shares 31,553 $632K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,467 shares; 2024Q4: 20,624 shares; 2025Q1: 20,629 shares; 2025Q2: 15,905 shares; 2025Q3: 14,108 shares; 2025Q4: 12,808 shares 12,808 $630K 0.02% -1,300 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,493 shares; 2024Q4: 85,350 shares; 2025Q1: 80,689 shares; 2025Q2: 62,873 shares; 2025Q3: 60,359 shares; 2025Q4: 59,345 shares 59,345 $627K 0.02% -1,014 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: not reported; 2025Q3: not reported; 2025Q4: 24,150 shares 24,150 $626K 0.02% new 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: 6,188 shares; 2024Q4: 5,212 shares; 2025Q1: 3,703 shares; 2025Q2: 3,138 shares; 2025Q3: 3,923 shares; 2025Q4: 3,217 shares 3,217 $623K 0.02% -706 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,030 shares; 2024Q4: 61,462 shares; 2025Q1: 49,272 shares; 2025Q2: 52,249 shares; 2025Q3: 55,215 shares; 2025Q4: 29,249 shares 29,249 $620K 0.02% -25,966 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,144 shares; 2024Q4: 30,801 shares; 2025Q1: 27,900 shares; 2025Q2: 25,195 shares; 2025Q3: 20,147 shares; 2025Q4: 19,947 shares 19,947 $618K 0.02% -200 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,949 shares; 2025Q1: 1,925 shares; 2025Q2: 1,796 shares; 2025Q3: 1,817 shares; 2025Q4: 1,825 shares 1,825 $617K 0.02% +8 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,730 shares 7,730 $610K 0.02% new Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,919 shares; 2025Q3: 21,198 shares; 2025Q4: 21,182 shares 21,182 $607K 0.02% -16 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: 9,699 shares; 2024Q4: 10,304 shares; 2025Q1: 11,213 shares; 2025Q2: 11,223 shares; 2025Q3: 10,397 shares; 2025Q4: 10,517 shares 10,517 $607K 0.02% +120 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,052 shares; 2025Q1: 6,337 shares; 2025Q2: 7,916 shares; 2025Q3: 5,925 shares; 2025Q4: 6,197 shares 6,197 $606K 0.02% +272 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,796 shares; 2024Q4: 84,362 shares; 2025Q1: 82,081 shares; 2025Q2: 68,896 shares; 2025Q3: 67,431 shares; 2025Q4: 66,974 shares 66,974 $605K 0.02% -457 Timeline GCC 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: 21,739 shares; 2024Q4: 25,501 shares; 2025Q1: 25,501 shares; 2025Q2: 26,560 shares; 2025Q3: 28,335 shares; 2025Q4: 28,379 shares 28,379 $600K 0.02% +44 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 15,672 shares; 2025Q1: 6,405 shares; 2025Q2: 7,682 shares; 2025Q3: 7,666 shares; 2025Q4: 8,077 shares 8,077 $600K 0.02% +411 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,918 shares; 2025Q1: 7,629 shares; 2025Q2: 8,279 shares; 2025Q3: 8,165 shares; 2025Q4: 8,976 shares 8,976 $599K 0.02% +811 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: 2,226 shares; 2025Q3: 1,849 shares; 2025Q4: 1,591 shares 1,591 $599K 0.02% -258 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,853 shares; 2025Q1: 6,858 shares; 2025Q2: 8,000 shares; 2025Q3: 2,994 shares; 2025Q4: 2,821 shares 2,821 $598K 0.02% -173 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 782 shares; 2025Q1: 789 shares; 2025Q2: 631 shares; 2025Q3: 514 shares; 2025Q4: 774 shares 774 $597K 0.02% +260 Timeline QSIX 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: 17,939 shares; 2025Q3: 23,963 shares; 2025Q4: 15,915 shares 15,915 $597K 0.02% -8,048 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: 12,018 shares; 2024Q4: 12,676 shares; 2025Q1: 14,603 shares; 2025Q2: 18,963 shares; 2025Q3: 19,760 shares; 2025Q4: 21,770 shares 21,770 $596K 0.02% +2,010 Timeline XJAN 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: 16,031 shares; 2024Q4: 16,031 shares; 2025Q1: 16,031 shares; 2025Q2: 16,031 shares; 2025Q3: 16,031 shares; 2025Q4: 16,031 shares 16,031 $590K 0.02% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,550 shares; 2025Q4: 11,503 shares 11,503 $588K 0.02% -47 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,093 shares; 2025Q4: 8,068 shares 8,068 $588K 0.02% -25 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,877 shares; 2024Q4: 38,154 shares; 2025Q1: 19,706 shares; 2025Q2: 19,613 shares; 2025Q3: 19,726 shares; 2025Q4: 19,239 shares 19,239 $588K 0.02% -487 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 6,236 shares; 2025Q1: 9,669 shares; 2025Q2: 9,279 shares; 2025Q3: 6,213 shares; 2025Q4: 6,441 shares 6,441 $587K 0.02% +228 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,671 shares; 2025Q1: 2,132 shares; 2025Q2: 2,071 shares; 2025Q3: 1,981 shares; 2025Q4: 1,993 shares 1,993 $585K 0.02% +12 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,289 shares; 2024Q4: 46,929 shares; 2025Q1: 52,197 shares; 2025Q2: 42,198 shares; 2025Q3: 38,161 shares; 2025Q4: 45,272 shares 45,272 $584K 0.02% +7,111 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 586 shares; 2025Q4: 680 shares 680 $578K 0.02% +94 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,541 shares; 2024Q4: 8,020 shares; 2025Q1: 12,133 shares; 2025Q2: 11,341 shares; 2025Q3: 14,289 shares; 2025Q4: 16,269 shares 16,269 $572K 0.02% +1,980 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,218 shares; 2025Q3: 33,162 shares; 2025Q4: 20,059 shares 20,059 $571K 0.02% -13,103 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS 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: 3,000 shares 3,000 $567K 0.02% new Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: 6,275 shares; 2025Q2: 6,275 shares; 2025Q3: 6,210 shares; 2025Q4: 6,289 shares 6,289 $567K 0.02% +79 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 21,806 shares; 2025Q1: 26,117 shares; 2025Q2: 26,277 shares; 2025Q3: 26,449 shares; 2025Q4: 21,202 shares 21,202 $566K 0.02% -5,247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,232 shares 2,232 $566K 0.02% new 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: 34,772 shares; 2024Q4: 29,727 shares; 2025Q1: 27,167 shares; 2025Q2: 22,007 shares; 2025Q3: 14,260 shares; 2025Q4: 14,451 shares 14,451 $566K 0.02% +191 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,556 shares; 2025Q1: 20,163 shares; 2025Q2: 19,924 shares; 2025Q3: 20,145 shares; 2025Q4: 20,288 shares 20,288 $563K 0.02% +143 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,155 shares; 2024Q4: 12,412 shares; 2025Q1: 11,388 shares; 2025Q2: 10,565 shares; 2025Q3: 10,089 shares; 2025Q4: 9,952 shares 9,952 $559K 0.02% -137 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 16,982 shares; 2025Q1: 10,769 shares; 2025Q2: 14,007 shares; 2025Q3: 14,045 shares; 2025Q4: 14,078 shares 14,078 $557K 0.02% +33 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,428 shares; 2025Q1: 1,616 shares; 2025Q2: 1,615 shares; 2025Q3: 1,038 shares; 2025Q4: 1,075 shares 1,075 $557K 0.02% +37 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,124 shares; 2024Q4: 24,654 shares; 2025Q1: 24,574 shares; 2025Q2: 23,730 shares; 2025Q3: 24,090 shares; 2025Q4: 24,749 shares 24,749 $557K 0.02% +659 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: 6,004 shares; 2024Q4: 5,866 shares; 2025Q1: 2,574 shares; 2025Q2: 1,857 shares; 2025Q3: 5,084 shares; 2025Q4: 4,408 shares 4,408 $555K 0.02% -676 Timeline SCHR 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: 12,024 shares; 2024Q4: 24,458 shares; 2025Q1: 24,284 shares; 2025Q2: 24,136 shares; 2025Q3: 22,204 shares; 2025Q4: 22,095 shares 22,095 $554K 0.02% -109 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,213 shares; 2025Q4: 14,156 shares 14,156 $554K 0.02% +6,943 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,526 shares; 2025Q1: 2,501 shares; 2025Q2: 2,504 shares; 2025Q3: 2,022 shares; 2025Q4: 2,058 shares 2,058 $552K 0.02% +36 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,020 shares; 2025Q1: 2,194 shares; 2025Q2: 1,895 shares; 2025Q3: 1,662 shares; 2025Q4: 1,572 shares 1,572 $551K 0.02% -90 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: 16,697 shares; 2024Q4: 15,528 shares; 2025Q1: 14,792 shares; 2025Q2: 12,863 shares; 2025Q3: 12,666 shares; 2025Q4: 11,966 shares 11,966 $549K 0.02% -700 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,931 shares; 2024Q4: 17,690 shares; 2025Q1: 15,594 shares; 2025Q2: 13,884 shares; 2025Q3: 13,597 shares; 2025Q4: 14,568 shares 14,568 $547K 0.02% +971 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: 18,215 shares; 2024Q4: 18,126 shares; 2025Q1: 17,761 shares; 2025Q2: 18,013 shares; 2025Q3: 17,697 shares; 2025Q4: 19,379 shares 19,379 $545K 0.02% +1,682 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,744 shares; 2024Q4: 19,847 shares; 2025Q1: 16,294 shares; 2025Q2: 17,045 shares; 2025Q3: 12,785 shares; 2025Q4: 11,507 shares 11,507 $545K 0.02% -1,278 Timeline FDNI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,040 shares; 2025Q4: 16,040 shares 16,040 $544K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,495 shares; 2025Q1: 1,461 shares; 2025Q2: 1,296 shares; 2025Q3: 1,210 shares; 2025Q4: 1,283 shares 1,283 $544K 0.02% +73 Timeline FQAL 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: 5,324 shares; 2024Q4: 5,742 shares; 2025Q1: 6,233 shares; 2025Q2: 6,606 shares; 2025Q3: 7,277 shares; 2025Q4: 7,190 shares 7,190 $543K 0.02% -87 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: 5,950 shares; 2024Q4: 6,052 shares; 2025Q1: 5,986 shares; 2025Q2: 7,057 shares; 2025Q3: 7,476 shares; 2025Q4: 6,591 shares 6,591 $541K 0.01% -885 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,943 shares; 2025Q3: 2,948 shares; 2025Q4: 7,532 shares 7,532 $539K 0.01% +4,584 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: 61,266 shares; 2024Q4: 60,590 shares; 2025Q1: 47,545 shares; 2025Q2: 24,003 shares; 2025Q3: 14,073 shares; 2025Q4: 12,912 shares 12,912 $539K 0.01% -1,161 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,471 shares; 2025Q4: 7,062 shares 7,062 $536K 0.01% -409 Timeline RSDE 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: 28,646 shares; 2025Q2: 26,943 shares; 2025Q3: 25,705 shares; 2025Q4: 24,559 shares 24,559 $536K 0.01% -1,146 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: 15,555 shares; 2024Q4: 16,069 shares; 2025Q1: 14,060 shares; 2025Q2: 13,762 shares; 2025Q3: 6,491 shares; 2025Q4: 4,706 shares 4,706 $535K 0.01% -1,785 Timeline DVOL 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: 7,953 shares; 2024Q4: 7,813 shares; 2025Q1: 8,805 shares; 2025Q2: 13,680 shares; 2025Q3: 15,130 shares; 2025Q4: 15,202 shares 15,202 $533K 0.01% +72 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: 6,948 shares; 2024Q4: 4,737 shares; 2025Q1: 4,553 shares; 2025Q2: 4,671 shares; 2025Q3: 4,415 shares; 2025Q4: 3,526 shares 3,526 $530K 0.01% -889 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR 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: 13,015 shares; 2025Q4: 32,550 shares 32,550 $529K 0.01% +19,535 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,253 shares; 2024Q4: 12,242 shares; 2025Q1: 12,479 shares; 2025Q2: 12,163 shares; 2025Q3: 10,422 shares; 2025Q4: 10,665 shares 10,665 $529K 0.01% +243 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: 25,190 shares; 2024Q4: 25,027 shares; 2025Q1: 24,542 shares; 2025Q2: 6,759 shares; 2025Q3: 6,502 shares; 2025Q4: 6,387 shares 6,387 $527K 0.01% -115 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: 4,338 shares; 2024Q4: 4,229 shares; 2025Q1: 4,371 shares; 2025Q2: 4,342 shares; 2025Q3: 4,164 shares; 2025Q4: 4,212 shares 4,212 $526K 0.01% +48 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,231 shares; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 2,297 shares; 2025Q4: 3,555 shares 3,555 $525K 0.01% +1,258 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,858 shares; 2024Q4: 10,703 shares; 2025Q1: 10,401 shares; 2025Q2: 10,079 shares; 2025Q3: 10,667 shares; 2025Q4: 10,652 shares 10,652 $525K 0.01% -15 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,392 shares; 2025Q1: not reported; 2025Q2: 9,840 shares; 2025Q3: 9,928 shares; 2025Q4: 10,474 shares 10,474 $524K 0.01% +546 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 3,331 shares; 2025Q1: 2,932 shares; 2025Q2: 3,511 shares; 2025Q3: 3,789 shares; 2025Q4: 3,838 shares 3,838 $521K 0.01% +49 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 13,374 shares; 2025Q1: 13,162 shares; 2025Q2: 13,222 shares; 2025Q3: 12,013 shares; 2025Q4: 12,180 shares 12,180 $518K 0.01% +167 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: 12,459 shares; 2024Q4: 15,566 shares; 2025Q1: 18,808 shares; 2025Q2: 16,612 shares; 2025Q3: 17,590 shares; 2025Q4: 7,934 shares 7,934 $516K 0.01% -9,656 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares; 2025Q4: 7,175 shares 7,175 $515K 0.01% +2,611 Timeline ICOP 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: 11,572 shares 11,572 $513K 0.01% new Timeline FFLC 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: 11,818 shares; 2024Q4: 12,715 shares; 2025Q1: 8,501 shares; 2025Q2: 8,306 shares; 2025Q3: 8,149 shares; 2025Q4: 9,600 shares 9,600 $512K 0.01% +1,451 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,247 shares; 2025Q1: 11,584 shares; 2025Q2: 9,525 shares; 2025Q3: 9,673 shares; 2025Q4: 9,640 shares 9,640 $511K 0.01% -33 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,810 shares; 2024Q4: 38,021 shares; 2025Q1: 30,102 shares; 2025Q2: 20,927 shares; 2025Q3: 18,321 shares; 2025Q4: 17,073 shares 17,073 $510K 0.01% -1,248 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,026 shares; 2025Q1: 4,376 shares; 2025Q2: 5,212 shares; 2025Q3: 2,749 shares; 2025Q4: 2,230 shares 2,230 $508K 0.01% -519 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 14,985 shares; 2025Q1: 9,669 shares; 2025Q2: 9,769 shares; 2025Q3: 9,605 shares; 2025Q4: 9,500 shares 9,500 $500K 0.01% -105 Timeline EPI 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: 9,041 shares; 2024Q4: 9,359 shares; 2025Q1: 9,037 shares; 2025Q2: 9,315 shares; 2025Q3: 9,676 shares; 2025Q4: 10,780 shares 10,780 $499K 0.01% +1,104 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,240 shares; 2025Q4: 9,250 shares 9,250 $498K 0.01% +2,010 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,675 shares; 2024Q4: 17,494 shares; 2025Q1: 16,097 shares; 2025Q2: 15,898 shares; 2025Q3: 15,903 shares; 2025Q4: 14,908 shares 14,908 $497K 0.01% -995 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: 2,313 shares; 2024Q4: 2,308 shares; 2025Q1: 2,101 shares; 2025Q2: 2,062 shares; 2025Q3: 1,776 shares; 2025Q4: 1,772 shares 1,772 $494K 0.01% -4 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,097 shares; 2025Q1: 11,370 shares; 2025Q2: 10,622 shares; 2025Q3: 10,542 shares; 2025Q4: 10,548 shares 10,548 $494K 0.01% +6 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: 11,949 shares; 2024Q4: 11,925 shares; 2025Q1: 10,351 shares; 2025Q2: 10,496 shares; 2025Q3: 9,904 shares; 2025Q4: 9,644 shares 9,644 $493K 0.01% -260 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,571 shares; 2025Q1: 3,963 shares; 2025Q2: 3,172 shares; 2025Q3: 3,097 shares; 2025Q4: 4,280 shares 4,280 $491K 0.01% +1,183 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,527 shares; 2025Q1: 11,359 shares; 2025Q2: 11,917 shares; 2025Q3: 11,507 shares; 2025Q4: 10,996 shares 10,996 $490K 0.01% -511 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,102 shares; 2024Q4: 7,552 shares; 2025Q1: 7,552 shares; 2025Q2: 7,152 shares; 2025Q3: 7,157 shares; 2025Q4: 7,423 shares 7,423 $486K 0.01% +266 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,408 shares 7,408 $486K 0.01% new Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 12,178 shares; 2025Q1: 11,971 shares; 2025Q2: 11,068 shares; 2025Q3: 11,080 shares; 2025Q4: 10,770 shares 10,770 $483K 0.01% -310 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 9,859 shares; 2025Q4: 12,382 shares 12,382 $482K 0.01% +2,523 Timeline XSHQ 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: 11,625 shares; 2025Q4: 11,404 shares 11,404 $480K 0.01% -221 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: not reported; 2024Q4: 1,154 shares; 2025Q1: 1,648 shares; 2025Q2: 1,854 shares; 2025Q3: 3,401 shares; 2025Q4: 2,130 shares 2,130 $479K 0.01% -1,271 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: 12,363 shares; 2024Q4: 11,038 shares; 2025Q1: 10,876 shares; 2025Q2: 8,371 shares; 2025Q3: 7,173 shares; 2025Q4: 6,020 shares 6,020 $477K 0.01% -1,153 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,403 shares; 2025Q3: 10,737 shares; 2025Q4: 11,146 shares 11,146 $476K 0.01% +409 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: 13,867 shares; 2024Q4: 14,050 shares; 2025Q1: 13,369 shares; 2025Q2: 13,710 shares; 2025Q3: 12,019 shares; 2025Q4: 11,553 shares 11,553 $475K 0.01% -466 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,249 shares; 2025Q1: 7,083 shares; 2025Q2: 8,396 shares; 2025Q3: 8,389 shares; 2025Q4: 8,440 shares 8,440 $474K 0.01% +51 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: 2,934 shares; 2024Q4: 2,798 shares; 2025Q1: 2,772 shares; 2025Q2: 3,361 shares; 2025Q3: 3,100 shares; 2025Q4: 2,346 shares 2,346 $473K 0.01% -754 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,322 shares; 2024Q4: 16,599 shares; 2025Q1: 16,720 shares; 2025Q2: 16,255 shares; 2025Q3: 14,068 shares; 2025Q4: 14,073 shares 14,073 $471K 0.01% +5 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 17,173 shares; 2025Q1: 16,439 shares; 2025Q2: 16,442 shares; 2025Q3: 15,048 shares; 2025Q4: 19,766 shares 19,766 $468K 0.01% +4,718 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,279 shares; 2025Q1: 2,388 shares; 2025Q2: 2,485 shares; 2025Q3: 2,346 shares; 2025Q4: 2,352 shares 2,352 $466K 0.01% +6 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 15,736 shares; 2025Q1: 19,373 shares; 2025Q2: 19,002 shares; 2025Q3: 16,951 shares; 2025Q4: 16,839 shares 16,839 $465K 0.01% -112 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 6,096 shares; 2025Q1: 5,274 shares; 2025Q2: 5,612 shares; 2025Q3: 4,581 shares; 2025Q4: 5,029 shares 5,029 $465K 0.01% +448 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: 2,968 shares; 2024Q4: 3,576 shares; 2025Q1: 3,979 shares; 2025Q2: 3,944 shares; 2025Q3: 3,778 shares; 2025Q4: 3,762 shares 3,762 $463K 0.01% -16 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,531 shares; 2025Q4: 2,506 shares 2,506 $462K 0.01% -25 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,848 shares; 2025Q1: 11,852 shares; 2025Q2: 11,857 shares; 2025Q3: 11,861 shares; 2025Q4: 11,993 shares 11,993 $462K 0.01% +132 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,326 shares; 2025Q1: 2,254 shares; 2025Q2: 2,529 shares; 2025Q3: 2,511 shares; 2025Q4: 2,505 shares 2,505 $462K 0.01% -6 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,082 shares; 2025Q3: 42,099 shares; 2025Q4: 11,647 shares 11,647 $462K 0.01% -30,452 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,645 shares; 2025Q1: 2,472 shares; 2025Q2: 1,983 shares; 2025Q3: 2,309 shares; 2025Q4: 668 shares 668 $460K 0.01% -1,641 Timeline FLTB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,075 shares 9,075 $460K 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 7,371 shares; 2025Q1: 7,369 shares; 2025Q2: 7,135 shares; 2025Q3: 5,474 shares; 2025Q4: 4,929 shares 4,929 $459K 0.01% -545 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: 38,686 shares; 2024Q4: 39,641 shares; 2025Q1: 38,759 shares; 2025Q2: 36,696 shares; 2025Q3: 28,460 shares; 2025Q4: 26,545 shares 26,545 $458K 0.01% -1,915 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 18,035 shares; 2025Q1: 16,535 shares; 2025Q2: 10,612 shares; 2025Q3: 10,432 shares; 2025Q4: 10,466 shares 10,466 $458K 0.01% +34 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: 12,915 shares; 2025Q3: 15,779 shares; 2025Q4: 10,183 shares 10,183 $457K 0.01% -5,596 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 5,956 shares; 2025Q1: 6,795 shares; 2025Q2: 6,735 shares; 2025Q3: 5,927 shares; 2025Q4: 5,761 shares 5,761 $455K 0.01% -166 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,199 shares; 2025Q4: 3,964 shares 3,964 $455K 0.01% -3,235 Timeline XMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,183 shares; 2025Q3: 20,018 shares; 2025Q4: 13,041 shares 13,041 $455K 0.01% -6,977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,105 shares 4,105 $453K 0.01% new 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: 4,387 shares; 2024Q4: not reported; 2025Q1: 4,364 shares; 2025Q2: 7,157 shares; 2025Q3: 8,108 shares; 2025Q4: 6,381 shares 6,381 $453K 0.01% -1,727 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: 2,596 shares; 2024Q4: 2,937 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 2,932 shares; 2025Q4: 2,768 shares 2,768 $452K 0.01% -164 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 826 shares; 2025Q1: 828 shares; 2025Q2: 705 shares; 2025Q3: 708 shares; 2025Q4: 747 shares 747 $452K 0.01% +39 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: 2,009 shares; 2024Q4: 2,471 shares; 2025Q1: 2,256 shares; 2025Q2: 1,586 shares; 2025Q3: 2,536 shares; 2025Q4: 2,502 shares 2,502 $451K 0.01% -34 Timeline FTA 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: 13,803 shares; 2024Q4: 17,400 shares; 2025Q1: 21,769 shares; 2025Q2: 9,615 shares; 2025Q3: 10,130 shares; 2025Q4: 5,235 shares 5,235 $451K 0.01% -4,895 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,332 shares; 2024Q4: 25,445 shares; 2025Q1: 19,644 shares; 2025Q2: 19,086 shares; 2025Q3: 18,983 shares; 2025Q4: 18,093 shares 18,093 $448K 0.01% -890 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,745 shares; 2024Q4: 12,471 shares; 2025Q1: 11,975 shares; 2025Q2: 12,757 shares; 2025Q3: 12,438 shares; 2025Q4: 10,327 shares 10,327 $448K 0.01% -2,111 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,852 shares; 2024Q4: 29,381 shares; 2025Q1: 33,550 shares; 2025Q2: 30,524 shares; 2025Q3: 33,711 shares; 2025Q4: 25,229 shares 25,229 $447K 0.01% -8,482 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,862 shares; 2025Q1: 5,470 shares; 2025Q2: 4,601 shares; 2025Q3: 4,569 shares; 2025Q4: 3,846 shares 3,846 $446K 0.01% -723 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,790 shares; 2025Q4: 9,290 shares 9,290 $446K 0.01% +3,500 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,603 shares; 2024Q4: 47,544 shares; 2025Q1: 45,063 shares; 2025Q2: 47,367 shares; 2025Q3: 4,246 shares; 2025Q4: 3,876 shares 3,876 $444K 0.01% -370 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: 13,966 shares; 2024Q4: 14,147 shares; 2025Q1: 11,982 shares; 2025Q2: 11,822 shares; 2025Q3: 11,389 shares; 2025Q4: 10,602 shares 10,602 $442K 0.01% -787 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: 17,930 shares; 2024Q4: 33,682 shares; 2025Q1: 17,732 shares; 2025Q2: 17,173 shares; 2025Q3: 16,766 shares; 2025Q4: 16,670 shares 16,670 $442K 0.01% -96 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,895 shares; 2025Q1: 7,158 shares; 2025Q2: 6,235 shares; 2025Q3: 6,176 shares; 2025Q4: 6,548 shares 6,548 $439K 0.01% +372 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,328 shares; 2024Q4: 87,368 shares; 2025Q1: 84,925 shares; 2025Q2: 83,917 shares; 2025Q3: 84,105 shares; 2025Q4: 84,926 shares 84,926 $438K 0.01% +821 Timeline APG API GROUP CORP More: the full row for API GROUP 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: not reported; 2025Q4: 6,206 shares 6,206 $436K 0.01% new 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: 30,802 shares; 2024Q4: 27,308 shares; 2025Q1: 27,634 shares; 2025Q2: 24,457 shares; 2025Q3: 24,513 shares; 2025Q4: 24,525 shares 24,525 $436K 0.01% +12 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: 27,093 shares; 2024Q4: 7,657 shares; 2025Q1: 7,536 shares; 2025Q2: 6,623 shares; 2025Q3: 6,113 shares; 2025Q4: 5,912 shares 5,912 $436K 0.01% -201 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: 8,144 shares; 2024Q4: 8,152 shares; 2025Q1: 9,035 shares; 2025Q2: 9,084 shares; 2025Q3: 9,848 shares; 2025Q4: 10,045 shares 10,045 $434K 0.01% +197 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,647 shares; 2025Q3: 2,616 shares; 2025Q4: 1,786 shares 1,786 $434K 0.01% -830 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,592 shares; 2025Q1: 12,494 shares; 2025Q2: 11,756 shares; 2025Q3: 11,604 shares; 2025Q4: 11,271 shares 11,271 $433K 0.01% -333 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,383 shares; 2025Q1: 2,062 shares; 2025Q2: 2,228 shares; 2025Q3: 2,562 shares; 2025Q4: 2,598 shares 2,598 $431K 0.01% +36 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,712 shares; 2025Q1: 2,790 shares; 2025Q2: 3,307 shares; 2025Q3: 3,349 shares; 2025Q4: 3,766 shares 3,766 $431K 0.01% +417 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,769 shares; 2025Q4: 16,329 shares 16,329 $431K 0.01% +560 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,265 shares; 2025Q3: 13,259 shares; 2025Q4: 17,625 shares 17,625 $429K 0.01% +4,366 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,914 shares; 2024Q4: 12,929 shares; 2025Q1: 13,109 shares; 2025Q2: 13,109 shares; 2025Q3: 13,109 shares; 2025Q4: 13,182 shares 13,182 $429K 0.01% +73 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 16,013 shares; 2025Q4: 18,369 shares 18,369 $426K 0.01% +2,356 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 850 shares; 2025Q1: 676 shares; 2025Q2: 653 shares; 2025Q3: 1,631 shares; 2025Q4: 646 shares 646 $424K 0.01% -985 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,367 shares; 2025Q1: 3,225 shares; 2025Q2: 3,325 shares; 2025Q3: 3,277 shares; 2025Q4: 3,401 shares 3,401 $424K 0.01% +124 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 7,319 shares; 2025Q1: 12,412 shares; 2025Q2: 10,710 shares; 2025Q3: 10,414 shares; 2025Q4: 9,414 shares 9,414 $423K 0.01% -1,000 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: 5,619 shares; 2024Q4: 8,881 shares; 2025Q1: 9,379 shares; 2025Q2: 9,388 shares; 2025Q3: 9,497 shares; 2025Q4: 9,502 shares 9,502 $422K 0.01% +5 Timeline FDEC 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: 425,053 shares; 2024Q4: 56,713 shares; 2025Q1: 45,844 shares; 2025Q2: 79,567 shares; 2025Q3: 72,730 shares; 2025Q4: 8,252 shares 8,252 $422K 0.01% -64,478 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 11,499 shares; 2025Q1: 13,743 shares; 2025Q2: 13,824 shares; 2025Q3: 9,889 shares; 2025Q4: 7,841 shares 7,841 $422K 0.01% -2,048 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,396 shares; 2025Q1: 7,396 shares; 2025Q2: 7,764 shares; 2025Q3: 7,396 shares; 2025Q4: 7,396 shares 7,396 $422K 0.01% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,635 shares; 2025Q4: 5,020 shares 5,020 $421K 0.01% +1,385 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,883 shares; 2025Q1: 1,893 shares; 2025Q2: 1,884 shares; 2025Q3: 2,785 shares; 2025Q4: 2,981 shares 2,981 $421K 0.01% +196 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: 14,197 shares; 2024Q4: 13,559 shares; 2025Q1: 11,609 shares; 2025Q2: 14,011 shares; 2025Q3: 18,186 shares; 2025Q4: 18,946 shares 18,946 $417K 0.01% +760 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,508 shares; 2025Q4: 1,439 shares 1,439 $416K 0.01% -69 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,972 shares; 2025Q3: 31,463 shares; 2025Q4: 38,105 shares 38,105 $416K 0.01% +6,642 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,371 shares; 2024Q4: 26,389 shares; 2025Q1: 27,493 shares; 2025Q2: 31,598 shares; 2025Q3: not reported; 2025Q4: 21,646 shares 21,646 $415K 0.01% new Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 11,120 shares; 2025Q1: 11,120 shares; 2025Q2: 11,122 shares; 2025Q3: 11,149 shares; 2025Q4: 11,139 shares 11,139 $415K 0.01% -10 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,826 shares; 2025Q4: 15,160 shares 15,160 $415K 0.01% +7,334 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,563 shares; 2025Q4: 10,639 shares 10,639 $414K 0.01% +1,076 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 4,324 shares; 2025Q1: 4,377 shares; 2025Q2: 5,758 shares; 2025Q3: 7,934 shares; 2025Q4: 8,737 shares 8,737 $414K 0.01% +803 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,234 shares; 2024Q4: 13,267 shares; 2025Q1: 12,362 shares; 2025Q2: 14,553 shares; 2025Q3: 13,992 shares; 2025Q4: 16,874 shares 16,874 $413K 0.01% +2,882 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 8,414 shares; 2025Q1: 5,388 shares; 2025Q2: 4,204 shares; 2025Q3: 4,233 shares; 2025Q4: 4,223 shares 4,223 $413K 0.01% -10 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,530 shares; 2025Q3: 4,917 shares; 2025Q4: 4,982 shares 4,982 $412K 0.01% +65 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,362 shares; 2025Q3: 4,623 shares; 2025Q4: 6,289 shares 6,289 $412K 0.01% +1,666 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS 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: 13,500 shares 13,500 $411K 0.01% new Timeline BLLN BILLIONTOONE INC More: the full row for BILLIONTOONE 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: 5,000 shares 5,000 $409K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 3,536 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,886 shares 2,886 $408K 0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,610 shares; 2025Q1: 16,674 shares; 2025Q2: 16,974 shares; 2025Q3: 12,357 shares; 2025Q4: 9,436 shares 9,436 $407K 0.01% -2,921 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: 2,092 shares; 2024Q4: 2,137 shares; 2025Q1: 2,167 shares; 2025Q2: 2,234 shares; 2025Q3: 2,264 shares; 2025Q4: 2,076 shares 2,076 $405K 0.01% -188 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $404K 0.01% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,249 shares; 2024Q4: 8,280 shares; 2025Q1: 9,054 shares; 2025Q2: 9,006 shares; 2025Q3: 9,024 shares; 2025Q4: 8,791 shares 8,791 $403K 0.01% -233 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 7,363 shares; 2025Q1: 4,706 shares; 2025Q2: 3,024 shares; 2025Q3: 2,685 shares; 2025Q4: 2,443 shares 2,443 $403K 0.01% -242 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 8,059 shares; 2025Q1: 7,974 shares; 2025Q2: 7,973 shares; 2025Q3: 6,923 shares; 2025Q4: 6,949 shares 6,949 $402K 0.01% +26 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 8,593 shares; 2025Q1: 6,918 shares; 2025Q2: 6,979 shares; 2025Q3: 7,507 shares; 2025Q4: 7,102 shares 7,102 $402K 0.01% -405 Timeline EIDO 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: 11,142 shares; 2025Q4: 21,473 shares 21,473 $402K 0.01% +10,331 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,248 shares; 2024Q4: 29,593 shares; 2025Q1: 30,946 shares; 2025Q2: 26,260 shares; 2025Q3: 25,410 shares; 2025Q4: 26,235 shares 26,235 $401K 0.01% +825 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: 1,336 shares; 2024Q4: 3,508 shares; 2025Q1: 1,367 shares; 2025Q2: 1,851 shares; 2025Q3: 2,039 shares; 2025Q4: 1,822 shares 1,822 $401K 0.01% -217 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,557 shares; 2025Q1: 2,555 shares; 2025Q2: 2,761 shares; 2025Q3: 3,640 shares; 2025Q4: 2,765 shares 2,765 $400K 0.01% -875 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,661 shares; 2025Q1: 5,580 shares; 2025Q2: 6,641 shares; 2025Q3: 7,220 shares; 2025Q4: 6,490 shares 6,490 $397K 0.01% -730 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,496 shares; 2025Q1: 19,718 shares; 2025Q2: 32,008 shares; 2025Q3: 32,004 shares; 2025Q4: 13,235 shares 13,235 $397K 0.01% -18,769 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,434 shares; 2025Q1: 4,746 shares; 2025Q2: 4,711 shares; 2025Q3: 5,934 shares; 2025Q4: 6,254 shares 6,254 $394K 0.01% +320 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,873 shares; 2025Q1: 9,511 shares; 2025Q2: 16,617 shares; 2025Q3: 14,119 shares; 2025Q4: 15,827 shares 15,827 $394K 0.01% +1,708 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: 91,398 shares; 2024Q4: 87,621 shares; 2025Q1: 67,909 shares; 2025Q2: 33,504 shares; 2025Q3: 12,680 shares; 2025Q4: 14,999 shares 14,999 $393K 0.01% +2,319 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,097 shares; 2025Q1: 5,077 shares; 2025Q2: 5,072 shares; 2025Q3: 2,823 shares; 2025Q4: 2,823 shares 2,823 $393K 0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,766 shares; 2024Q4: 8,373 shares; 2025Q1: 7,056 shares; 2025Q2: 7,033 shares; 2025Q3: 6,498 shares; 2025Q4: 6,429 shares 6,429 $392K 0.01% -69 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,338 shares; 2025Q4: 40,257 shares 40,257 $388K 0.01% +21,919 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: 6,519 shares; 2024Q4: 7,690 shares; 2025Q1: 7,623 shares; 2025Q2: 6,688 shares; 2025Q3: 7,494 shares; 2025Q4: 7,274 shares 7,274 $388K 0.01% -220 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,725 shares; 2025Q1: 4,925 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares; 2025Q4: 6,525 shares 6,525 $387K 0.01% -100 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,473 shares; 2024Q4: 17,079 shares; 2025Q1: 17,006 shares; 2025Q2: 4,274 shares; 2025Q3: 4,465 shares; 2025Q4: 4,225 shares 4,225 $386K 0.01% -240 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,425 shares; 2024Q4: 2,612 shares; 2025Q1: 2,284 shares; 2025Q2: 1,800 shares; 2025Q3: 1,626 shares; 2025Q4: 1,575 shares 1,575 $385K 0.01% -51 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,646 shares; 2025Q3: 3,791 shares; 2025Q4: 4,152 shares 4,152 $384K 0.01% +361 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,163 shares; 2025Q2: 11,086 shares; 2025Q3: 4,952 shares; 2025Q4: 1,767 shares 1,767 $384K 0.01% -3,185 Timeline XVV 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: 7,614 shares; 2024Q4: 7,647 shares; 2025Q1: 7,598 shares; 2025Q2: 8,217 shares; 2025Q3: 7,621 shares; 2025Q4: 7,255 shares 7,255 $382K 0.01% -366 Timeline EPU 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: 5,976 shares; 2025Q2: 7,790 shares; 2025Q3: 8,295 shares; 2025Q4: 5,282 shares 5,282 $382K 0.01% -3,013 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,033 shares; 2024Q4: 32,944 shares; 2025Q1: 38,694 shares; 2025Q2: 52,627 shares; 2025Q3: 56,838 shares; 2025Q4: 45,807 shares 45,807 $382K 0.01% -11,031 PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,839 shares; 2024Q4: 14,503 shares; 2025Q1: 11,965 shares; 2025Q2: 10,372 shares; 2025Q3: 10,372 shares; 2025Q4: 8,072 shares 8,072 $382K 0.01% -2,300 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,178 shares; 2025Q1: 4,658 shares; 2025Q2: 4,727 shares; 2025Q3: 4,615 shares; 2025Q4: 4,555 shares 4,555 $382K 0.01% -60 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,282 shares; 2024Q4: 17,101 shares; 2025Q1: 10,695 shares; 2025Q2: 10,590 shares; 2025Q3: 10,696 shares; 2025Q4: 10,704 shares 10,704 $381K 0.01% +8 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,884 shares; 2025Q3: 6,488 shares; 2025Q4: 4,463 shares 4,463 $381K 0.01% -2,025 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS 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: 9,000 shares 9,000 $381K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,911 shares; 2025Q4: 26,514 shares 26,514 $380K 0.01% -397 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: not reported; 2025Q2: 888 shares; 2025Q3: 1,115 shares; 2025Q4: 1,044 shares 1,044 $380K 0.01% -71 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,496 shares 5,496 $379K 0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,668 shares; 2024Q4: 29,463 shares; 2025Q1: 25,818 shares; 2025Q2: 19,235 shares; 2025Q3: 16,837 shares; 2025Q4: 16,198 shares 16,198 $378K 0.01% -639 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,757 shares; 2025Q3: not reported; 2025Q4: 8,542 shares 8,542 $375K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 9,311 shares; 2025Q1: not reported; 2025Q2: 8,679 shares; 2025Q3: 12,045 shares; 2025Q4: 12,659 shares 12,659 $375K 0.01% +614 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 5,219 shares; 2025Q1: 5,654 shares; 2025Q2: 6,059 shares; 2025Q3: 6,596 shares; 2025Q4: 7,089 shares 7,089 $374K 0.01% +493 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: 8,161 shares; 2024Q4: 7,033 shares; 2025Q1: 6,796 shares; 2025Q2: 6,625 shares; 2025Q3: 5,793 shares; 2025Q4: 5,806 shares 5,806 $374K 0.01% +13 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 8,796 shares; 2025Q1: 9,061 shares; 2025Q2: 7,746 shares; 2025Q3: 7,765 shares; 2025Q4: 7,763 shares 7,763 $373K 0.01% -2 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,236 shares 6,236 $372K 0.01% new Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL 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: 8,000 shares 8,000 $370K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659 shares 659 $370K 0.01% new 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: 7,158 shares; 2024Q4: 6,871 shares; 2025Q1: 7,433 shares; 2025Q2: 7,551 shares; 2025Q3: 7,136 shares; 2025Q4: 7,156 shares 7,156 $369K 0.01% +20 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,899 shares; 2025Q4: 16,322 shares 16,322 $369K 0.01% +423 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: 4,553 shares; 2024Q4: 5,562 shares; 2025Q1: 5,871 shares; 2025Q2: 5,979 shares; 2025Q3: 5,681 shares; 2025Q4: 5,393 shares 5,393 $367K 0.01% -288 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: 614 shares; 2024Q4: 646 shares; 2025Q1: 604 shares; 2025Q2: 551 shares; 2025Q3: 654 shares; 2025Q4: 640 shares 640 $367K 0.01% -14 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,376 shares; 2025Q1: 2,882 shares; 2025Q2: 3,140 shares; 2025Q3: 2,774 shares; 2025Q4: 2,683 shares 2,683 $367K 0.01% -91 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,753 shares; 2025Q4: 1,787 shares 1,787 $367K 0.01% +34 Timeline EIPX 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: 8,748 shares; 2025Q2: 14,208 shares; 2025Q3: 14,315 shares; 2025Q4: 13,850 shares 13,850 $366K 0.01% -465 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,673 shares; 2025Q1: 8,846 shares; 2025Q2: 8,121 shares; 2025Q3: 4,337 shares; 2025Q4: 4,769 shares 4,769 $365K 0.01% +432 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 4,338 shares; 2025Q1: 2,758 shares; 2025Q2: 2,926 shares; 2025Q3: 4,212 shares; 2025Q4: 1,937 shares 1,937 $364K 0.01% -2,275 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS 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: 12,900 shares; 2025Q4: 12,000 shares 12,000 $364K 0.01% -900 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 29,567 shares; 2025Q4: 31,550 shares 31,550 $363K 0.01% +1,983 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,501 shares 5,501 $360K 0.01% new Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,497 shares; 2025Q3: 17,170 shares; 2025Q4: 18,886 shares 18,886 $360K 0.01% +1,716 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,316 shares; 2025Q3: 9,372 shares; 2025Q4: 10,137 shares 10,137 $360K 0.01% +765 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,602 shares; 2025Q1: 7,543 shares; 2025Q2: 7,699 shares; 2025Q3: 9,399 shares; 2025Q4: 10,445 shares 10,445 $360K 0.01% +1,046 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: 4,039 shares; 2024Q4: 4,869 shares; 2025Q1: 4,144 shares; 2025Q2: 3,503 shares; 2025Q3: 3,413 shares; 2025Q4: 3,593 shares 3,593 $358K 0.01% +180 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,362 shares; 2025Q4: 8,748 shares 8,748 $357K 0.01% +2,386 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,516 shares; 2024Q4: 86,249 shares; 2025Q1: 112,996 shares; 2025Q2: 111,411 shares; 2025Q3: 34,174 shares; 2025Q4: 24,774 shares 24,774 $353K 0.01% -9,400 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,250 shares; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 6,475 shares; 2025Q4: 6,418 shares 6,418 $352K 0.01% -57 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,561 shares; 2025Q1: 4,056 shares; 2025Q2: 3,666 shares; 2025Q3: 3,246 shares; 2025Q4: 1,356 shares 1,356 $352K 0.01% -1,890 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,890 shares; 2025Q2: 7,377 shares; 2025Q3: 8,067 shares; 2025Q4: 8,269 shares 8,269 $352K 0.01% +202 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS 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: 4,800 shares 4,800 $350K 0.01% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,853 shares; 2024Q4: 12,587 shares; 2025Q1: 16,966 shares; 2025Q2: 17,416 shares; 2025Q3: 16,525 shares; 2025Q4: 19,966 shares 19,966 $349K 0.01% +3,441 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: not reported; 2025Q3: 2,574 shares; 2025Q4: 3,790 shares 3,790 $348K 0.01% +1,216 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: 2,212 shares; 2024Q4: 2,204 shares; 2025Q1: 2,022 shares; 2025Q2: 1,342 shares; 2025Q3: 1,348 shares; 2025Q4: 1,626 shares 1,626 $348K 0.01% +278 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,423 shares; 2025Q1: 6,139 shares; 2025Q2: 5,799 shares; 2025Q3: 3,956 shares; 2025Q4: 3,928 shares 3,928 $347K 0.01% -28 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 1,887 shares; 2025Q1: 1,365 shares; 2025Q2: 1,346 shares; 2025Q3: 1,107 shares; 2025Q4: 1,147 shares 1,147 $347K 0.01% +40 Timeline FMUN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,654 shares 6,654 $346K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 714 shares; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 619 shares; 2025Q4: 738 shares 738 $345K 0.01% +119 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,278 shares; 2025Q2: 4,305 shares; 2025Q3: 4,952 shares; 2025Q4: 5,308 shares 5,308 $344K 0.01% +356 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,210 shares 4,210 $344K 0.01% new 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: 2,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 3,294 shares; 2025Q4: 3,272 shares 3,272 $343K 0.01% -22 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,046 shares; 2025Q1: 3,719 shares; 2025Q2: 3,668 shares; 2025Q3: 3,685 shares; 2025Q4: 3,553 shares 3,553 $342K 0.01% -132 Timeline HYS 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: 3,945 shares; 2024Q4: 3,855 shares; 2025Q1: 3,760 shares; 2025Q2: 3,607 shares; 2025Q3: 3,639 shares; 2025Q4: 3,599 shares 3,599 $341K 0.01% -40 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,042 shares; 2025Q3: 5,953 shares; 2025Q4: 5,703 shares 5,703 $339K 0.01% -250 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,788 shares; 2025Q1: 4,859 shares; 2025Q2: 4,773 shares; 2025Q3: 5,531 shares; 2025Q4: 5,658 shares 5,658 $339K 0.01% +127 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,701 shares; 2025Q1: 2,137 shares; 2025Q2: 2,203 shares; 2025Q3: 1,689 shares; 2025Q4: 1,646 shares 1,646 $337K 0.01% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,479 shares; 2025Q3: 3,620 shares; 2025Q4: 3,684 shares 3,684 $337K 0.01% +64 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,014 shares 3,014 $337K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,736 shares; 2024Q4: 14,178 shares; 2025Q1: 8,003 shares; 2025Q2: 7,205 shares; 2025Q3: 6,417 shares; 2025Q4: 5,787 shares 5,787 $336K 0.01% -630 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,926 shares; 2025Q1: 2,022 shares; 2025Q2: 1,982 shares; 2025Q3: 1,987 shares; 2025Q4: 1,883 shares 1,883 $336K 0.01% -104 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,216 shares; 2025Q1: 2,123 shares; 2025Q2: 2,061 shares; 2025Q3: 2,018 shares; 2025Q4: 2,014 shares 2,014 $336K 0.01% -4 Timeline XYLD 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: 55,906 shares; 2024Q4: 9,898 shares; 2025Q1: 10,095 shares; 2025Q2: 7,680 shares; 2025Q3: 7,708 shares; 2025Q4: 8,226 shares 8,226 $334K 0.01% +518 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: not reported; 2024Q4: not reported; 2025Q1: 8,763 shares; 2025Q2: 11,466 shares; 2025Q3: 10,326 shares; 2025Q4: 11,736 shares 11,736 $334K 0.01% +1,410 Timeline DMRA DAMORA THERAPEUTICS INC More: the full row for DAMORA THERAPEUTICS 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: 14,500 shares 14,500 $334K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,597 shares; 2024Q4: 11,755 shares; 2025Q1: 11,393 shares; 2025Q2: 10,053 shares; 2025Q3: 5,630 shares; 2025Q4: 6,557 shares 6,557 $333K 0.01% +927 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,147 shares; 2025Q1: 5,894 shares; 2025Q2: 5,801 shares; 2025Q3: 5,837 shares; 2025Q4: 5,945 shares 5,945 $333K 0.01% +108 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,269 shares; 2025Q1: 11,092 shares; 2025Q2: 10,199 shares; 2025Q3: 10,233 shares; 2025Q4: 6,942 shares 6,942 $333K 0.01% -3,291 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 6,806 shares; 2025Q1: 3,774 shares; 2025Q2: 3,629 shares; 2025Q3: 3,647 shares; 2025Q4: 3,657 shares 3,657 $333K 0.01% +10 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,425 shares; 2025Q4: 6,786 shares 6,786 $331K 0.01% +361 Timeline BBRE 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: 2,078 shares; 2024Q4: 2,385 shares; 2025Q1: 2,911 shares; 2025Q2: 3,050 shares; 2025Q3: 3,296 shares; 2025Q4: 3,562 shares 3,562 $330K 0.01% +266 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 2,833 shares; 2025Q1: 3,571 shares; 2025Q2: 3,860 shares; 2025Q3: 3,037 shares; 2025Q4: 3,366 shares 3,366 $329K 0.01% +329 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 6,290 shares; 2025Q3: 6,329 shares; 2025Q4: 7,165 shares 7,165 $329K 0.01% +836 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 1,825 shares; 2025Q1: 1,732 shares; 2025Q2: 1,696 shares; 2025Q3: 1,718 shares; 2025Q4: 1,574 shares 1,574 $329K 0.01% -144 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: 1,822 shares; 2024Q4: 2,234 shares; 2025Q1: 2,134 shares; 2025Q2: 1,785 shares; 2025Q3: 1,674 shares; 2025Q4: 1,806 shares 1,806 $328K 0.01% +132 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,422 shares; 2024Q4: 22,482 shares; 2025Q1: 24,009 shares; 2025Q2: 18,861 shares; 2025Q3: 22,990 shares; 2025Q4: 17,054 shares 17,054 $328K 0.01% -5,936 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: not reported; 2025Q1: 2,191 shares; 2025Q2: 2,213 shares; 2025Q3: 2,017 shares; 2025Q4: 2,282 shares 2,282 $327K 0.01% +265 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,761 shares; 2024Q4: 13,669 shares; 2025Q1: 123,535 shares; 2025Q2: 233,577 shares; 2025Q3: 110,741 shares; 2025Q4: 41,699 shares 41,699 $327K 0.01% -69,042 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: 9,232 shares; 2024Q4: 6,604 shares; 2025Q1: 6,861 shares; 2025Q2: 8,497 shares; 2025Q3: 8,199 shares; 2025Q4: 6,960 shares 6,960 $326K 0.01% -1,239 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,436 shares; 2024Q4: 22,116 shares; 2025Q1: 84,545 shares; 2025Q2: 33,453 shares; 2025Q3: 28,123 shares; 2025Q4: 27,179 shares 27,179 $325K 0.01% -944 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: 5,915 shares; 2024Q4: 3,873 shares; 2025Q1: 1,940 shares; 2025Q2: 1,659 shares; 2025Q3: 2,363 shares; 2025Q4: 2,458 shares 2,458 $325K 0.01% +95 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,452 shares; 2024Q4: 19,143 shares; 2025Q1: 13,629 shares; 2025Q2: 13,715 shares; 2025Q3: 29,820 shares; 2025Q4: 33,234 shares 33,234 $324K 0.01% +3,414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 1,424 shares; 2025Q4: 1,385 shares 1,385 $324K 0.01% -39 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,983 shares; 2025Q1: 1,958 shares; 2025Q2: 1,941 shares; 2025Q3: 2,658 shares; 2025Q4: 2,444 shares 2,444 $324K 0.01% -214 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,580 shares 14,580 $323K 0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,659 shares; 2024Q4: 11,863 shares; 2025Q1: 12,380 shares; 2025Q2: 11,770 shares; 2025Q3: 12,633 shares; 2025Q4: 12,765 shares 12,765 $322K 0.01% +132 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,035 shares; 2025Q1: 7,926 shares; 2025Q2: 9,162 shares; 2025Q3: 9,192 shares; 2025Q4: 9,250 shares 9,250 $321K 0.01% +58 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,601 shares; 2025Q1: 7,240 shares; 2025Q2: 5,984 shares; 2025Q3: 5,787 shares; 2025Q4: 5,618 shares 5,618 $321K 0.01% -169 Timeline PSL 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: 2,938 shares; 2024Q4: 2,904 shares; 2025Q1: 3,134 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,190 shares 3,190 $320K 0.01% -13 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,913 shares 3,913 $319K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: not reported; 2025Q4: 1,467 shares 1,467 $319K 0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 943 shares 943 $319K 0.01% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,130 shares; 2025Q1: 7,226 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 7,620 shares 7,620 $318K 0.01% +740 Timeline