GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,889 shares; 2024Q4: 27,573 shares; 2025Q1: 22,590 shares; 2025Q2: 21,830 shares; 2025Q3: 25,777 shares; 2025Q4: 23,781 shares 23,781 $1.17M 0.01% -1,996 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: 36,611 shares; 2024Q4: 61,451 shares; 2025Q1: 62,814 shares; 2025Q2: 66,135 shares; 2025Q3: 65,290 shares; 2025Q4: 65,296 shares 65,296 $1.16M 0.01% +6 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 67,267 shares; 2025Q1: 11,786 shares; 2025Q2: 11,265 shares; 2025Q3: 18,169 shares; 2025Q4: 19,801 shares 19,801 $1.16M 0.01% +1,632 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,046 shares; 2024Q4: 54,182 shares; 2025Q1: 30,090 shares; 2025Q2: 30,771 shares; 2025Q3: 30,158 shares; 2025Q4: 25,892 shares 25,892 $1.16M 0.01% -4,266 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 10,841 shares; 2025Q3: 10,841 shares; 2025Q4: 49,579 shares 49,579 $1.15M 0.01% +38,738 Timeline JHCB 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: 29,121 shares; 2025Q3: 53,649 shares; 2025Q4: 53,625 shares 53,625 $1.15M 0.01% -24 Timeline BUFD 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: 10,891 shares; 2024Q4: 19,406 shares; 2025Q1: 29,002 shares; 2025Q2: 36,385 shares; 2025Q3: 40,533 shares; 2025Q4: 40,798 shares 40,798 $1.15M 0.01% +265 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,425 shares; 2024Q4: 43,054 shares; 2025Q1: 41,916 shares; 2025Q2: 41,931 shares; 2025Q3: 41,942 shares; 2025Q4: 41,950 shares 41,950 $1.15M 0.01% +8 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: 88,423 shares; 2024Q4: 95,207 shares; 2025Q1: 109,239 shares; 2025Q2: 113,360 shares; 2025Q3: 117,427 shares; 2025Q4: 96,646 shares 96,646 $1.15M 0.01% -20,781 Timeline GJAN 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: 26,475 shares; 2024Q4: 26,475 shares; 2025Q1: 26,348 shares; 2025Q2: 27,032 shares; 2025Q3: 26,732 shares; 2025Q4: 26,732 shares 26,732 $1.14M 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 4,033 shares; 2025Q1: 4,471 shares; 2025Q2: 3,677 shares; 2025Q3: 8,515 shares; 2025Q4: 8,851 shares 8,851 $1.14M 0.01% +336 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: 8,761 shares; 2024Q4: 8,585 shares; 2025Q1: 10,732 shares; 2025Q2: 13,313 shares; 2025Q3: 13,261 shares; 2025Q4: 10,863 shares 10,863 $1.14M 0.01% -2,398 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 153,401 shares; 2025Q3: 155,501 shares; 2025Q4: 154,251 shares 154,251 $1.14M 0.01% -1,250 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: 2,765 shares; 2024Q4: 2,772 shares; 2025Q1: 2,744 shares; 2025Q2: 2,723 shares; 2025Q3: 3,014 shares; 2025Q4: 2,892 shares 2,892 $1.14M 0.01% -122 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 13,525 shares; 2025Q1: 24,625 shares; 2025Q2: 23,532 shares; 2025Q3: 22,005 shares; 2025Q4: 17,201 shares 17,201 $1.13M 0.01% -4,804 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 3,250 shares; 2025Q3: 32,119 shares; 2025Q4: 68,404 shares 68,404 $1.13M 0.01% +36,285 Timeline GNOV 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,250 shares; 2025Q4: 28,375 shares 28,375 $1.13M 0.01% +26,125 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 14,551 shares; 2025Q1: 16,826 shares; 2025Q2: 20,204 shares; 2025Q3: 48,756 shares; 2025Q4: 46,400 shares 46,400 $1.12M 0.01% -2,356 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 27,455 shares; 2025Q1: 24,518 shares; 2025Q2: 15,301 shares; 2025Q3: 11,482 shares; 2025Q4: 11,207 shares 11,207 $1.12M 0.01% -275 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,119 shares; 2024Q4: 22,119 shares; 2025Q1: 22,103 shares; 2025Q2: 22,103 shares; 2025Q3: 22,172 shares; 2025Q4: 22,314 shares 22,314 $1.12M 0.01% +142 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243 shares; 2024Q4: 5,154 shares; 2025Q1: 35,661 shares; 2025Q2: 34,168 shares; 2025Q3: 37,699 shares; 2025Q4: 42,029 shares 42,029 $1.12M 0.01% +4,330 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 2,028 shares; 2025Q1: 2,487 shares; 2025Q2: 2,446 shares; 2025Q3: 2,426 shares; 2025Q4: 1,788 shares 1,788 $1.11M 0.01% -638 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 18,504 shares; 2025Q1: 19,045 shares; 2025Q2: 18,963 shares; 2025Q3: 20,568 shares; 2025Q4: 21,439 shares 21,439 $1.11M 0.01% +871 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 7,053 shares; 2025Q1: 7,339 shares; 2025Q2: 8,724 shares; 2025Q3: 7,363 shares; 2025Q4: 7,050 shares 7,050 $1.11M 0.01% -313 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 12,536 shares; 2025Q1: 10,367 shares; 2025Q2: 17,035 shares; 2025Q3: 7,781 shares; 2025Q4: 7,767 shares 7,767 $1.1M 0.01% -14 Timeline ESPO 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: 207 shares; 2024Q4: 827 shares; 2025Q1: 1,636 shares; 2025Q2: 2,063 shares; 2025Q3: 7,300 shares; 2025Q4: 10,649 shares 10,649 $1.1M 0.01% +3,349 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,806 shares; 2024Q4: 27,088 shares; 2025Q1: 29,638 shares; 2025Q2: 28,389 shares; 2025Q3: 28,663 shares; 2025Q4: 18,254 shares 18,254 $1.1M 0.01% -10,409 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 7,315 shares; 2025Q1: 8,066 shares; 2025Q2: 8,233 shares; 2025Q3: 8,464 shares; 2025Q4: 8,463 shares 8,463 $1.1M 0.01% -1 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: 21,968 shares; 2024Q4: 34,559 shares; 2025Q1: 29,913 shares; 2025Q2: 31,487 shares; 2025Q3: 32,964 shares; 2025Q4: 25,566 shares 25,566 $1.09M 0.01% -7,398 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 11,469 shares; 2025Q3: 18,528 shares; 2025Q4: 19,199 shares 19,199 $1.09M 0.01% +671 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,549 shares; 2024Q4: 39,918 shares; 2025Q1: 40,827 shares; 2025Q2: 42,427 shares; 2025Q3: 46,543 shares; 2025Q4: 48,793 shares 48,793 $1.09M 0.01% +2,250 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 6,910 shares; 2025Q1: 6,627 shares; 2025Q2: 6,870 shares; 2025Q3: 7,081 shares; 2025Q4: 7,082 shares 7,082 $1.09M 0.01% +1 Timeline HELO 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: 249 shares; 2024Q4: 1,919 shares; 2025Q1: 3,183 shares; 2025Q2: 9,312 shares; 2025Q3: 14,225 shares; 2025Q4: 16,352 shares 16,352 $1.09M 0.01% +2,127 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 693 shares; 2025Q3: 3,445 shares; 2025Q4: 11,933 shares 11,933 $1.09M 0.01% +8,488 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,027 shares; 2024Q4: 61,134 shares; 2025Q1: 45,174 shares; 2025Q2: 42,647 shares; 2025Q3: 42,648 shares; 2025Q4: 42,651 shares 42,651 $1.08M 0.01% +3 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 2,681 shares; 2025Q1: 2,636 shares; 2025Q2: 3,426 shares; 2025Q3: 3,151 shares; 2025Q4: 4,448 shares 4,448 $1.08M 0.01% +1,297 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,040 shares; 2024Q4: 21,160 shares; 2025Q1: 20,763 shares; 2025Q2: 21,020 shares; 2025Q3: 26,694 shares; 2025Q4: 27,182 shares 27,182 $1.08M 0.01% +488 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,404 shares; 2025Q1: 2,267 shares; 2025Q2: 2,255 shares; 2025Q3: 2,794 shares; 2025Q4: 3,015 shares 3,015 $1.08M 0.01% +221 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,829 shares; 2025Q1: 682 shares; 2025Q2: 908 shares; 2025Q3: 20,995 shares; 2025Q4: 26,804 shares 26,804 $1.08M 0.01% +5,809 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 11,255 shares; 2025Q1: 11,592 shares; 2025Q2: 9,691 shares; 2025Q3: 10,295 shares; 2025Q4: 9,816 shares 9,816 $1.07M 0.01% -479 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,385 shares; 2025Q1: 1,303 shares; 2025Q2: 8,949 shares; 2025Q3: 20,063 shares; 2025Q4: 45,162 shares 45,162 $1.07M 0.01% +25,099 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 7,723 shares; 2025Q1: 8,559 shares; 2025Q2: 8,251 shares; 2025Q3: 8,415 shares; 2025Q4: 9,315 shares 9,315 $1.06M 0.01% +900 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 7,717 shares; 2025Q3: 66,753 shares; 2025Q4: 49,827 shares 49,827 $1.06M 0.01% -16,926 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,675 shares; 2025Q3: 49,635 shares; 2025Q4: 81,957 shares 81,957 $1.06M 0.01% +32,322 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 3,300 shares; 2025Q2: 2,600 shares; 2025Q3: 5,293 shares; 2025Q4: 4,346 shares 4,346 $1.06M 0.01% -947 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,168 shares; 2025Q1: 734 shares; 2025Q2: 524 shares; 2025Q3: 770 shares; 2025Q4: 2,504 shares 2,504 $1.05M 0.01% +1,734 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,905 shares; 2025Q1: 2,164 shares; 2025Q2: 2,050 shares; 2025Q3: 2,228 shares; 2025Q4: 2,353 shares 2,353 $1.05M 0.01% +125 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 889 shares; 2025Q1: 750 shares; 2025Q2: 896 shares; 2025Q3: 38,180 shares; 2025Q4: 45,490 shares 45,490 $1.04M 0.01% +7,310 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 5,537 shares; 2025Q1: 9,612 shares; 2025Q2: 10,265 shares; 2025Q3: 11,651 shares; 2025Q4: 13,167 shares 13,167 $1.04M 0.01% +1,516 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,726 shares; 2025Q1: 4,329 shares; 2025Q2: 4,338 shares; 2025Q3: 14,213 shares; 2025Q4: 31,638 shares 31,638 $1.03M 0.01% +17,425 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: 442 shares; 2024Q4: 442 shares; 2025Q1: 1,009 shares; 2025Q2: 927 shares; 2025Q3: 883 shares; 2025Q4: 5,597 shares 5,597 $1.03M 0.01% +4,714 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,639 shares; 2024Q4: 60,291 shares; 2025Q1: 61,312 shares; 2025Q2: 21,854 shares; 2025Q3: 18,803 shares; 2025Q4: 18,129 shares 18,129 $1.03M 0.01% -674 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: 5,348 shares; 2024Q4: 6,029 shares; 2025Q1: 6,083 shares; 2025Q2: 6,457 shares; 2025Q3: 6,406 shares; 2025Q4: 6,153 shares 6,153 $1.03M 0.01% -253 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: 13,856 shares; 2024Q4: 11,799 shares; 2025Q1: 11,093 shares; 2025Q2: 11,642 shares; 2025Q3: 12,329 shares; 2025Q4: 12,566 shares 12,566 $1.03M 0.01% +237 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,515 shares; 2024Q4: 22,998 shares; 2025Q1: 22,831 shares; 2025Q2: 17,000 shares; 2025Q3: 13,870 shares; 2025Q4: 29,803 shares 29,803 $1.03M 0.01% +15,933 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: 3,559 shares; 2024Q4: 4,703 shares; 2025Q1: 6,270 shares; 2025Q2: 6,327 shares; 2025Q3: 6,114 shares; 2025Q4: 11,052 shares 11,052 $1.02M 0.01% +4,938 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,954 shares; 2024Q4: 402,208 shares; 2025Q1: 397,114 shares; 2025Q2: 278,439 shares; 2025Q3: 294,063 shares; 2025Q4: 44,515 shares 44,515 $1.02M 0.01% -249,548 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,384 shares; 2024Q4: 69,368 shares; 2025Q1: 74,493 shares; 2025Q2: 78,098 shares; 2025Q3: 80,680 shares; 2025Q4: 82,344 shares 82,344 $1.02M 0.01% +1,664 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,856 shares; 2024Q4: 22,676 shares; 2025Q1: 18,433 shares; 2025Q2: 17,954 shares; 2025Q3: 23,801 shares; 2025Q4: 30,002 shares 30,002 $1.02M 0.01% +6,201 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: 15,522 shares 15,522 $1.02M 0.01% new Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,013 shares; 2025Q1: 25,535 shares; 2025Q2: 23,340 shares; 2025Q3: 29,066 shares; 2025Q4: 31,058 shares 31,058 $1.01M 0.01% +1,992 Timeline IJUL 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: 3,235 shares; 2024Q4: 9,144 shares; 2025Q1: 9,144 shares; 2025Q2: 8,844 shares; 2025Q3: 30,091 shares; 2025Q4: 30,092 shares 30,092 $1.01M 0.01% +1 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 9,744 shares; 2025Q1: 14,090 shares; 2025Q2: 14,403 shares; 2025Q3: 14,539 shares; 2025Q4: 14,667 shares 14,667 $1.01M 0.01% +128 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 14,977 shares; 2025Q4: 21,779 shares 21,779 $1.01M 0.01% +6,802 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: 7,467 shares; 2024Q4: 7,348 shares; 2025Q1: 6,355 shares; 2025Q2: 5,520 shares; 2025Q3: 4,922 shares; 2025Q4: 4,996 shares 4,996 $1.01M 0.01% +74 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 28,113 shares; 2025Q3: 54,396 shares; 2025Q4: 44,400 shares 44,400 $1M 0.01% -9,996 Timeline SETM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,639 shares 34,639 $1M 0.01% new Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,814 shares 31,814 $1M 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,704 shares; 2024Q4: 18,551 shares; 2025Q1: 18,990 shares; 2025Q2: 18,194 shares; 2025Q3: 18,952 shares; 2025Q4: 14,844 shares 14,844 $999K 0.01% -4,108 Timeline FLUD 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: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000 $999K 0.01% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 4,937 shares; 2025Q1: 99,295 shares; 2025Q2: 22,919 shares; 2025Q3: 15,422 shares; 2025Q4: 15,571 shares 15,571 $998K 0.01% +149 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,702 shares; 2025Q1: 6,919 shares; 2025Q2: 7,064 shares; 2025Q3: 7,587 shares; 2025Q4: 7,888 shares 7,888 $998K 0.01% +301 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 1,577 shares; 2025Q1: 1,577 shares; 2025Q2: 1,577 shares; 2025Q3: 1,975 shares; 2025Q4: 36,716 shares 36,716 $992K 0.01% +34,741 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,291 shares; 2024Q4: 69,920 shares; 2025Q1: 71,261 shares; 2025Q2: 71,617 shares; 2025Q3: 72,563 shares; 2025Q4: 73,355 shares 73,355 $990K 0.01% +792 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,513 shares; 2025Q1: 4,407 shares; 2025Q2: 4,799 shares; 2025Q3: 4,975 shares; 2025Q4: 4,867 shares 4,867 $989K 0.01% -108 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: not reported; 2024Q4: 12,988 shares; 2025Q1: 37,492 shares; 2025Q2: 33,948 shares; 2025Q3: 28,127 shares; 2025Q4: 17,296 shares 17,296 $989K 0.01% -10,831 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 5,938 shares; 2025Q4: 16,599 shares 16,599 $988K 0.01% +10,661 Timeline PTIN 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: 15,037 shares; 2024Q4: 12,806 shares; 2025Q1: 3,503 shares; 2025Q2: 31,781 shares; 2025Q3: 31,094 shares; 2025Q4: 31,393 shares 31,393 $987K 0.01% +299 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,452 shares; 2024Q4: 24,989 shares; 2025Q1: 26,510 shares; 2025Q2: 27,168 shares; 2025Q3: 27,268 shares; 2025Q4: 24,957 shares 24,957 $983K 0.01% -2,311 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,369 shares; 2024Q4: 60,292 shares; 2025Q1: 54,265 shares; 2025Q2: 45,613 shares; 2025Q3: 33,466 shares; 2025Q4: 34,452 shares 34,452 $974K 0.01% +986 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,083 shares; 2025Q1: 1,071 shares; 2025Q2: 1,122 shares; 2025Q3: 1,379 shares; 2025Q4: 6,054 shares 6,054 $973K 0.01% +4,675 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 3,943 shares; 2025Q1: 2,275 shares; 2025Q2: 3,464 shares; 2025Q3: 3,899 shares; 2025Q4: 3,426 shares 3,426 $970K 0.01% -473 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 1,081 shares; 2025Q1: 1,038 shares; 2025Q2: 2,542 shares; 2025Q3: 4,443 shares; 2025Q4: 4,339 shares 4,339 $970K 0.01% -104 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,460 shares; 2024Q4: 25,156 shares; 2025Q1: 29,584 shares; 2025Q2: 33,408 shares; 2025Q3: 50,147 shares; 2025Q4: 56,030 shares 56,030 $970K 0.01% +5,883 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 1,086 shares; 2025Q1: 999 shares; 2025Q2: 3,080 shares; 2025Q3: 3,575 shares; 2025Q4: 4,202 shares 4,202 $966K 0.01% +627 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,340 shares; 2024Q4: 70,864 shares; 2025Q1: 71,164 shares; 2025Q2: 49,664 shares; 2025Q3: 103,228 shares; 2025Q4: 104,528 shares 104,528 $964K 0.01% +1,300 Timeline TIPZ 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: 27,797 shares; 2024Q4: 22,955 shares; 2025Q1: 22,545 shares; 2025Q2: 22,166 shares; 2025Q3: 19,976 shares; 2025Q4: 18,374 shares 18,374 $962K 0.01% -1,602 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,110 shares; 2024Q4: 79,897 shares; 2025Q1: 85,762 shares; 2025Q2: 84,282 shares; 2025Q3: 85,182 shares; 2025Q4: 87,406 shares 87,406 $960K 0.01% +2,224 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,861 shares; 2024Q4: 15,682 shares; 2025Q1: 13,700 shares; 2025Q2: 12,166 shares; 2025Q3: 10,142 shares; 2025Q4: 6,956 shares 6,956 $960K 0.01% -3,186 Timeline SCHX 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: 7,628 shares; 2024Q4: 23,030 shares; 2025Q1: 27,373 shares; 2025Q2: 26,878 shares; 2025Q3: 30,233 shares; 2025Q4: 35,648 shares 35,648 $959K 0.01% +5,415 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 10,400 shares; 2025Q1: 31,187 shares; 2025Q2: 9,717 shares; 2025Q3: 9,800 shares; 2025Q4: 9,328 shares 9,328 $959K 0.01% -472 Timeline XJUN 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: 24,805 shares; 2024Q4: 24,054 shares; 2025Q1: 23,103 shares; 2025Q2: 23,103 shares; 2025Q3: 22,803 shares; 2025Q4: 22,303 shares 22,303 $958K 0.01% -500 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 5,548 shares; 2025Q1: 18,663 shares; 2025Q2: 19,208 shares; 2025Q3: 19,385 shares; 2025Q4: 19,183 shares 19,183 $956K 0.01% -202 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 104 shares; 2025Q1: 7,655 shares; 2025Q2: 7,273 shares; 2025Q3: 6,853 shares; 2025Q4: 14,687 shares 14,687 $954K 0.01% +7,834 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 6,765 shares; 2025Q4: 31,358 shares 31,358 $952K 0.01% +24,593 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,842 shares; 2025Q3: 31,874 shares; 2025Q4: 31,079 shares 31,079 $946K 0.01% -795 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,480 shares; 2025Q2: 39,370 shares; 2025Q3: 40,031 shares; 2025Q4: 38,695 shares 38,695 $944K 0.01% -1,336 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,797 shares; 2024Q4: 87,011 shares; 2025Q1: 86,487 shares; 2025Q2: 88,174 shares; 2025Q3: 87,056 shares; 2025Q4: 87,419 shares 87,419 $941K 0.01% +363 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,491 shares; 2025Q1: 3,494 shares; 2025Q2: 2,966 shares; 2025Q3: 3,612 shares; 2025Q4: 3,599 shares 3,599 $934K 0.01% -13 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 834 shares; 2025Q1: 4,106 shares; 2025Q2: 5,793 shares; 2025Q3: 11,942 shares; 2025Q4: 15,412 shares 15,412 $933K 0.01% +3,470 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 6,322 shares; 2025Q1: 6,308 shares; 2025Q2: 7,162 shares; 2025Q3: 9,740 shares; 2025Q4: 10,275 shares 10,275 $932K 0.01% +535 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 7,069 shares; 2025Q1: 6,333 shares; 2025Q2: 6,443 shares; 2025Q3: 6,421 shares; 2025Q4: 6,838 shares 6,838 $930K 0.01% +417 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,233 shares; 2024Q4: 25,366 shares; 2025Q1: 26,297 shares; 2025Q2: 24,242 shares; 2025Q3: 24,599 shares; 2025Q4: 24,152 shares 24,152 $930K 0.01% -447 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 14,514 shares; 2025Q1: 15,768 shares; 2025Q2: 19,157 shares; 2025Q3: 20,569 shares; 2025Q4: 38,303 shares 38,303 $930K 0.01% +17,734 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: 28,336 shares; 2024Q4: 28,396 shares; 2025Q1: 28,370 shares; 2025Q2: 21,170 shares; 2025Q3: 21,725 shares; 2025Q4: 21,224 shares 21,224 $928K 0.01% -501 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,689 shares; 2025Q1: 3,971 shares; 2025Q2: 3,805 shares; 2025Q3: 2,104 shares; 2025Q4: 2,086 shares 2,086 $926K 0.01% -18 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: 8,583 shares; 2024Q4: 6,984 shares; 2025Q1: 6,220 shares; 2025Q2: 5,233 shares; 2025Q3: 5,241 shares; 2025Q4: 5,183 shares 5,183 $926K 0.01% -58 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: 7,999 shares; 2024Q4: 7,851 shares; 2025Q1: 7,120 shares; 2025Q2: 9,472 shares; 2025Q3: 19,140 shares; 2025Q4: 19,742 shares 19,742 $924K 0.01% +602 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,464 shares; 2025Q1: 4,958 shares; 2025Q2: 4,352 shares; 2025Q3: 1,913 shares; 2025Q4: 3,679 shares 3,679 $923K 0.01% +1,766 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,970 shares; 2024Q4: 23,042 shares; 2025Q1: 27,132 shares; 2025Q2: 23,758 shares; 2025Q3: 25,727 shares; 2025Q4: 24,338 shares 24,338 $922K 0.01% -1,389 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 2,191 shares; 2025Q1: 2,231 shares; 2025Q2: 2,142 shares; 2025Q3: 5,102 shares; 2025Q4: 5,303 shares 5,303 $920K 0.01% +201 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,026 shares; 2025Q3: 24,546 shares; 2025Q4: 63,220 shares 63,220 $919K 0.01% +38,674 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,210 shares; 2024Q4: 68,423 shares; 2025Q1: 66,837 shares; 2025Q2: 60,432 shares; 2025Q3: 43,471 shares; 2025Q4: 39,160 shares 39,160 $916K 0.01% -4,311 Timeline FSTA 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: 14,939 shares; 2024Q4: 14,515 shares; 2025Q1: 14,346 shares; 2025Q2: 17,413 shares; 2025Q3: 18,872 shares; 2025Q4: 18,604 shares 18,604 $915K 0.01% -268 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,186 shares; 2025Q1: 1,891 shares; 2025Q2: 1,690 shares; 2025Q3: 1,611 shares; 2025Q4: 1,714 shares 1,714 $913K 0.01% +103 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: 40,670 shares; 2024Q4: 47,310 shares; 2025Q1: 43,517 shares; 2025Q2: 40,302 shares; 2025Q3: 38,230 shares; 2025Q4: 37,491 shares 37,491 $912K 0.01% -739 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 10,094 shares; 2025Q1: 9,992 shares; 2025Q2: 10,145 shares; 2025Q3: 10,459 shares; 2025Q4: 10,162 shares 10,162 $910K <0.01% -297 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,533 shares; 2024Q4: 41,152 shares; 2025Q1: 42,179 shares; 2025Q2: 43,381 shares; 2025Q3: 40,142 shares; 2025Q4: 35,600 shares 35,600 $909K <0.01% -4,542 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 9,618 shares; 2025Q1: 8,770 shares; 2025Q2: 8,676 shares; 2025Q3: 8,943 shares; 2025Q4: 11,281 shares 11,281 $903K <0.01% +2,338 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 8,614 shares; 2025Q1: 10,729 shares; 2025Q2: 10,118 shares; 2025Q3: 9,072 shares; 2025Q4: 8,951 shares 8,951 $903K <0.01% -121 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,017 shares; 2024Q4: 50,603 shares; 2025Q1: 54,150 shares; 2025Q2: 56,279 shares; 2025Q3: 59,250 shares; 2025Q4: 12,951 shares 12,951 $900K <0.01% -46,299 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,260 shares; 2024Q4: 49,403 shares; 2025Q1: 45,940 shares; 2025Q2: 46,025 shares; 2025Q3: 44,369 shares; 2025Q4: 37,972 shares 37,972 $900K <0.01% -6,397 Timeline GAPR 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: 16,458 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 9,670 shares; 2025Q3: 9,670 shares; 2025Q4: 22,402 shares 22,402 $896K <0.01% +12,732 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 224 shares; 2025Q1: 5,601 shares; 2025Q2: 5,556 shares; 2025Q3: 5,605 shares; 2025Q4: 5,604 shares 5,604 $893K <0.01% -1 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: 27,851 shares; 2024Q4: 30,454 shares; 2025Q1: 31,877 shares; 2025Q2: 31,611 shares; 2025Q3: 34,070 shares; 2025Q4: 31,667 shares 31,667 $890K <0.01% -2,403 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 28,050 shares; 2025Q1: 149,209 shares; 2025Q2: 213,384 shares; 2025Q3: 219,309 shares; 2025Q4: 245,393 shares 245,393 $886K <0.01% +26,084 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 8,175 shares; 2025Q4: 17,445 shares 17,445 $883K <0.01% +9,270 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,907 shares; 2025Q2: 49,451 shares; 2025Q3: 51,376 shares; 2025Q4: 46,225 shares 46,225 $882K <0.01% -5,151 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: 12,026 shares; 2024Q4: 25,241 shares; 2025Q1: 25,241 shares; 2025Q2: 24,268 shares; 2025Q3: 19,702 shares; 2025Q4: 18,702 shares 18,702 $880K <0.01% -1,000 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,290 shares; 2024Q4: 32,885 shares; 2025Q1: 10,119 shares; 2025Q2: 10,222 shares; 2025Q3: 10,326 shares; 2025Q4: 10,092 shares 10,092 $880K <0.01% -234 Timeline STPZ 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: 20,404 shares; 2024Q4: 19,432 shares; 2025Q1: 19,059 shares; 2025Q2: 16,370 shares; 2025Q3: 16,370 shares; 2025Q4: 16,370 shares 16,370 $878K <0.01% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,125 shares; 2025Q1: 20,164 shares; 2025Q2: 7,101 shares; 2025Q3: 16,080 shares; 2025Q4: 33,079 shares 33,079 $878K <0.01% +16,999 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,892 shares; 2024Q4: 10,174 shares; 2025Q1: 9,827 shares; 2025Q2: 8,385 shares; 2025Q3: 8,553 shares; 2025Q4: 8,780 shares 8,780 $877K <0.01% +227 Timeline EPS 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: 12,931 shares; 2024Q4: 12,931 shares; 2025Q1: 12,795 shares; 2025Q2: 12,514 shares; 2025Q3: 12,583 shares; 2025Q4: 12,352 shares 12,352 $875K <0.01% -231 Timeline TBLL 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: 3,566 shares; 2024Q4: 3,901 shares; 2025Q1: 4,226 shares; 2025Q2: 3,760 shares; 2025Q3: 7,498 shares; 2025Q4: 8,255 shares 8,255 $872K <0.01% +757 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,596 shares; 2024Q4: 74,735 shares; 2025Q1: 73,842 shares; 2025Q2: 80,172 shares; 2025Q3: 83,457 shares; 2025Q4: 81,423 shares 81,423 $872K <0.01% -2,034 Timeline BUFB 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: 83,297 shares; 2024Q4: 85,879 shares; 2025Q1: 46,503 shares; 2025Q2: 40,250 shares; 2025Q3: 22,900 shares; 2025Q4: 23,752 shares 23,752 $870K <0.01% +852 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 3,543 shares; 2025Q1: 3,500 shares; 2025Q2: 3,644 shares; 2025Q3: 3,825 shares; 2025Q4: 6,217 shares 6,217 $869K <0.01% +2,392 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,183 shares; 2025Q3: 13,311 shares; 2025Q4: 36,869 shares 36,869 $866K <0.01% +23,558 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,802 shares; 2024Q4: 18,208 shares; 2025Q1: 16,677 shares; 2025Q2: 16,593 shares; 2025Q3: 15,969 shares; 2025Q4: 18,901 shares 18,901 $865K <0.01% +2,932 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: 21,375 shares; 2024Q4: 22,352 shares; 2025Q1: 22,258 shares; 2025Q2: 20,341 shares; 2025Q3: 23,612 shares; 2025Q4: 21,477 shares 21,477 $863K <0.01% -2,135 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 5,472 shares; 2025Q1: 8,770 shares; 2025Q2: 14,441 shares; 2025Q3: 14,820 shares; 2025Q4: 17,851 shares 17,851 $860K <0.01% +3,031 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,927 shares; 2024Q4: 28,281 shares; 2025Q1: 27,449 shares; 2025Q2: 40,434 shares; 2025Q3: 39,945 shares; 2025Q4: 38,534 shares 38,534 $859K <0.01% -1,411 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: 2,000 shares; 2024Q4: 9,373 shares; 2025Q1: 9,459 shares; 2025Q2: 11,345 shares; 2025Q3: 16,007 shares; 2025Q4: 19,084 shares 19,084 $856K <0.01% +3,077 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 11,161 shares; 2025Q1: 11,428 shares; 2025Q2: 10,171 shares; 2025Q3: 10,271 shares; 2025Q4: 9,987 shares 9,987 $854K <0.01% -284 Timeline NJUL 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: 23,892 shares; 2024Q4: 22,264 shares; 2025Q1: 11,722 shares; 2025Q2: 11,810 shares; 2025Q3: 11,794 shares; 2025Q4: 11,765 shares 11,765 $854K <0.01% -29 Timeline FOCT 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: 13,595 shares; 2024Q4: 16,793 shares; 2025Q1: 16,525 shares; 2025Q2: 16,053 shares; 2025Q3: 16,003 shares; 2025Q4: 17,425 shares 17,425 $854K <0.01% +1,422 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 2,462 shares; 2025Q1: 2,476 shares; 2025Q2: 2,544 shares; 2025Q3: 2,573 shares; 2025Q4: 2,533 shares 2,533 $853K <0.01% -40 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,427 shares; 2025Q1: 3,414 shares; 2025Q2: 3,428 shares; 2025Q3: 3,423 shares; 2025Q4: 16,017 shares 16,017 $851K <0.01% +12,594 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 1,307 shares; 2025Q1: 2,980 shares; 2025Q2: 7,252 shares; 2025Q3: 8,114 shares; 2025Q4: 14,245 shares 14,245 $850K <0.01% +6,131 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 17,598 shares; 2025Q3: 34,223 shares; 2025Q4: 32,903 shares 32,903 $849K <0.01% -1,320 Timeline JIRE 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: 294 shares; 2024Q4: 294 shares; 2025Q1: 1,800 shares; 2025Q2: 7,833 shares; 2025Q3: 11,118 shares; 2025Q4: 11,307 shares 11,307 $847K <0.01% +189 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: 10,367 shares 10,367 $846K <0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 6,325 shares; 2025Q1: 6,718 shares; 2025Q2: 5,168 shares; 2025Q3: 5,447 shares; 2025Q4: 3,459 shares 3,459 $846K <0.01% -1,988 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 7,473 shares; 2025Q3: 8,617 shares; 2025Q4: 17,313 shares 17,313 $843K <0.01% +8,696 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: 3,063 shares; 2024Q4: 2,139 shares; 2025Q1: 2,464 shares; 2025Q2: 1,784 shares; 2025Q3: 1,507 shares; 2025Q4: 1,500 shares 1,500 $842K <0.01% -7 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,433 shares; 2025Q1: 2,482 shares; 2025Q2: 8,360 shares; 2025Q3: 8,090 shares; 2025Q4: 7,937 shares 7,937 $836K <0.01% -153 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,792 shares; 2024Q4: 31,102 shares; 2025Q1: 26,269 shares; 2025Q2: 24,648 shares; 2025Q3: 19,472 shares; 2025Q4: 18,354 shares 18,354 $835K <0.01% -1,118 Timeline SOFR AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,304 shares 8,304 $832K <0.01% new 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: 6,479 shares; 2024Q4: 9,776 shares; 2025Q1: 9,813 shares; 2025Q2: 7,081 shares; 2025Q3: 7,453 shares; 2025Q4: 13,856 shares 13,856 $832K <0.01% +6,403 Timeline RBIL 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: 998 shares; 2025Q3: 20,153 shares; 2025Q4: 16,739 shares 16,739 $831K <0.01% -3,414 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,969 shares; 2024Q4: 18,926 shares; 2025Q1: 15,386 shares; 2025Q2: 17,763 shares; 2025Q3: 17,314 shares; 2025Q4: 17,300 shares 17,300 $830K <0.01% -14 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 2,700 shares; 2025Q1: 2,359 shares; 2025Q2: 12,229 shares; 2025Q3: 5,196 shares; 2025Q4: 16,446 shares 16,446 $830K <0.01% +11,250 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,435 shares; 2025Q1: 5,899 shares; 2025Q2: 8,523 shares; 2025Q3: 9,877 shares; 2025Q4: 12,011 shares 12,011 $829K <0.01% +2,134 Timeline EWC 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: 1,126 shares; 2024Q4: 8,293 shares; 2025Q1: 7,395 shares; 2025Q2: 4,881 shares; 2025Q3: 4,586 shares; 2025Q4: 15,376 shares 15,376 $829K <0.01% +10,790 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,598 shares; 2024Q4: 18,064 shares; 2025Q1: 18,751 shares; 2025Q2: 32,249 shares; 2025Q3: 20,115 shares; 2025Q4: 66,098 shares 66,098 $826K <0.01% +45,983 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: 31,815 shares 31,815 $825K <0.01% new Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,859 shares; 2024Q4: 25,259 shares; 2025Q1: 27,559 shares; 2025Q2: 41,559 shares; 2025Q3: 42,159 shares; 2025Q4: 47,205 shares 47,205 $823K <0.01% +5,046 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: 13,976 shares; 2024Q4: 13,176 shares; 2025Q1: 13,176 shares; 2025Q2: 13,156 shares; 2025Q3: 16,845 shares; 2025Q4: 16,422 shares 16,422 $822K <0.01% -423 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 201 shares; 2025Q1: 1,358 shares; 2025Q2: 13,978 shares; 2025Q3: 19,450 shares; 2025Q4: 21,613 shares 21,613 $816K <0.01% +2,163 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 263 shares; 2025Q3: 40,024 shares; 2025Q4: 16,013 shares 16,013 $816K <0.01% -24,011 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: 2,832 shares; 2024Q4: 3,627 shares; 2025Q1: 5,906 shares; 2025Q2: 6,236 shares; 2025Q3: 5,061 shares; 2025Q4: 4,988 shares 4,988 $815K <0.01% -73 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 31,479 shares; 2025Q2: 36,645 shares; 2025Q3: 40,942 shares; 2025Q4: 60,009 shares 60,009 $814K <0.01% +19,067 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 290 shares; 2025Q1: 322 shares; 2025Q2: 376 shares; 2025Q3: 2,417 shares; 2025Q4: 2,815 shares 2,815 $813K <0.01% +398 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,622 shares; 2025Q1: 5,117 shares; 2025Q2: 5,323 shares; 2025Q3: 5,612 shares; 2025Q4: 6,216 shares 6,216 $813K <0.01% +604 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: 15,550 shares; 2024Q4: 16,160 shares; 2025Q1: 16,479 shares; 2025Q2: 17,238 shares; 2025Q3: 18,381 shares; 2025Q4: 18,295 shares 18,295 $812K <0.01% -86 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,855 shares; 2024Q4: 115,846 shares; 2025Q1: 110,954 shares; 2025Q2: 90,837 shares; 2025Q3: 97,402 shares; 2025Q4: 89,535 shares 89,535 $811K <0.01% -7,867 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,471 shares; 2024Q4: 25,071 shares; 2025Q1: 24,248 shares; 2025Q2: 24,093 shares; 2025Q3: 25,604 shares; 2025Q4: 30,905 shares 30,905 $809K <0.01% +5,301 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,759 shares; 2024Q4: 35,957 shares; 2025Q1: 41,039 shares; 2025Q2: 40,638 shares; 2025Q3: 42,494 shares; 2025Q4: 42,028 shares 42,028 $807K <0.01% -466 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: 10,074 shares; 2024Q4: 30,639 shares; 2025Q1: 30,130 shares; 2025Q2: 32,032 shares; 2025Q3: 31,066 shares; 2025Q4: 29,520 shares 29,520 $803K <0.01% -1,546 Timeline NFLT 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: 5,040 shares; 2025Q1: 6,368 shares; 2025Q2: 6,378 shares; 2025Q3: 4,189 shares; 2025Q4: 34,773 shares 34,773 $801K <0.01% +30,584 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: 7,352 shares; 2024Q4: 22,819 shares; 2025Q1: 35,675 shares; 2025Q2: 42,505 shares; 2025Q3: 40,822 shares; 2025Q4: 38,092 shares 38,092 $800K <0.01% -2,730 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: 9,833 shares; 2025Q1: 10,846 shares; 2025Q2: 10,682 shares; 2025Q3: 11,489 shares; 2025Q4: 10,793 shares 10,793 $795K <0.01% -696 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: 27,415 shares; 2024Q4: 26,769 shares; 2025Q1: 94,981 shares; 2025Q2: 29,779 shares; 2025Q3: 21,615 shares; 2025Q4: 20,679 shares 20,679 $794K <0.01% -936 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 4,860 shares; 2025Q1: 13,208 shares; 2025Q2: 13,208 shares; 2025Q3: 21,416 shares; 2025Q4: 47,186 shares 47,186 $792K <0.01% +25,770 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 15,925 shares; 2025Q1: 16,245 shares; 2025Q2: 16,215 shares; 2025Q3: 15,625 shares; 2025Q4: 15,300 shares 15,300 $792K <0.01% -325 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,096 shares; 2025Q2: 122,924 shares; 2025Q3: 122,924 shares; 2025Q4: 33,380 shares 33,380 $791K <0.01% -89,544 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,776 shares; 2025Q1: 10,776 shares; 2025Q2: 10,776 shares; 2025Q3: 10,776 shares; 2025Q4: 10,776 shares 10,776 $790K <0.01% 0 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,954 shares; 2025Q1: 7,928 shares; 2025Q2: 7,095 shares; 2025Q3: 6,572 shares; 2025Q4: 17,301 shares 17,301 $788K <0.01% +10,729 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,248 shares; 2025Q1: 3,143 shares; 2025Q2: 3,113 shares; 2025Q3: 3,063 shares; 2025Q4: 3,057 shares 3,057 $783K <0.01% -6 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,747 shares; 2024Q4: 31,128 shares; 2025Q1: 30,054 shares; 2025Q2: 33,578 shares; 2025Q3: 32,297 shares; 2025Q4: 31,254 shares 31,254 $779K <0.01% -1,043 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 296 shares; 2025Q1: 268 shares; 2025Q2: 4,376 shares; 2025Q3: 7,791 shares; 2025Q4: 8,271 shares 8,271 $777K <0.01% +480 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,287 shares; 2024Q4: 52,076 shares; 2025Q1: 49,930 shares; 2025Q2: 50,446 shares; 2025Q3: 51,988 shares; 2025Q4: 52,707 shares 52,707 $775K <0.01% +719 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,626 shares; 2024Q4: 61,970 shares; 2025Q1: 76,169 shares; 2025Q2: 82,172 shares; 2025Q3: 72,781 shares; 2025Q4: 52,040 shares 52,040 $771K <0.01% -20,741 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,482 shares; 2024Q4: 25,682 shares; 2025Q1: 26,168 shares; 2025Q2: 16,436 shares; 2025Q3: 16,436 shares; 2025Q4: 16,440 shares 16,440 $766K <0.01% +4 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,380 shares; 2024Q4: 22,016 shares; 2025Q1: 9,511 shares; 2025Q2: 9,037 shares; 2025Q3: 6,272 shares; 2025Q4: 6,524 shares 6,524 $765K <0.01% +252 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: 11,967 shares; 2024Q4: 18,081 shares; 2025Q1: 14,767 shares; 2025Q2: 14,834 shares; 2025Q3: 14,772 shares; 2025Q4: 16,017 shares 16,017 $764K <0.01% +1,245 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 6,751 shares; 2025Q1: 6,071 shares; 2025Q2: 8,759 shares; 2025Q3: 8,683 shares; 2025Q4: 9,802 shares 9,802 $763K <0.01% +1,119 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 2,993 shares; 2025Q1: 3,100 shares; 2025Q2: 2,498 shares; 2025Q3: 3,038 shares; 2025Q4: 5,733 shares 5,733 $761K <0.01% +2,695 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,426 shares; 2024Q4: 24,491 shares; 2025Q1: 26,796 shares; 2025Q2: 30,934 shares; 2025Q3: 30,506 shares; 2025Q4: 29,209 shares 29,209 $761K <0.01% -1,297 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 3,820 shares; 2025Q3: 7,410 shares; 2025Q4: 11,424 shares 11,424 $760K <0.01% +4,014 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,772 shares; 2025Q4: 43,415 shares 43,415 $758K <0.01% +6,643 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 6,882 shares; 2025Q1: 6,515 shares; 2025Q2: 6,790 shares; 2025Q3: 10,735 shares; 2025Q4: 16,639 shares 16,639 $758K <0.01% +5,904 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 16,412 shares; 2025Q2: 17,879 shares; 2025Q3: 18,866 shares; 2025Q4: 21,502 shares 21,502 $756K <0.01% +2,636 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 2,740 shares; 2025Q3: 6,273 shares; 2025Q4: 6,650 shares 6,650 $756K <0.01% +377 Timeline IBND 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: 12,261 shares; 2024Q4: 13,010 shares; 2025Q1: 13,527 shares; 2025Q2: 23,192 shares; 2025Q3: 22,543 shares; 2025Q4: 23,416 shares 23,416 $752K <0.01% +873 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,579 shares; 2024Q4: 17,109 shares; 2025Q1: 17,226 shares; 2025Q2: 16,711 shares; 2025Q3: 18,016 shares; 2025Q4: 18,434 shares 18,434 $747K <0.01% +418 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,269 shares; 2024Q4: 47,612 shares; 2025Q1: 47,781 shares; 2025Q2: 47,565 shares; 2025Q3: 54,185 shares; 2025Q4: 60,255 shares 60,255 $746K <0.01% +6,070 Timeline NUSA NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,498 shares; 2024Q4: 29,621 shares; 2025Q1: 30,346 shares; 2025Q2: 29,295 shares; 2025Q3: 31,309 shares; 2025Q4: 31,887 shares 31,887 $746K <0.01% +578 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,108 shares; 2024Q4: 18,996 shares; 2025Q1: 11,982 shares; 2025Q2: 19,642 shares; 2025Q3: 59,879 shares; 2025Q4: 67,460 shares 67,460 $745K <0.01% +7,581 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,214 shares; 2024Q4: 94,575 shares; 2025Q1: 49,933 shares; 2025Q2: 51,624 shares; 2025Q3: 47,073 shares; 2025Q4: 32,060 shares 32,060 $745K <0.01% -15,013 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,468 shares; 2025Q1: 3,473 shares; 2025Q2: 7,083 shares; 2025Q3: 8,159 shares; 2025Q4: 8,746 shares 8,746 $744K <0.01% +587 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,616 shares; 2024Q4: 45,721 shares; 2025Q1: 44,791 shares; 2025Q2: 45,605 shares; 2025Q3: 34,865 shares; 2025Q4: 37,409 shares 37,409 $743K <0.01% +2,544 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 7,050 shares; 2025Q1: 11,339 shares; 2025Q2: 9,586 shares; 2025Q3: 16,045 shares; 2025Q4: 16,846 shares 16,846 $738K <0.01% +801 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,213 shares; 2024Q4: 19,731 shares; 2025Q1: 20,025 shares; 2025Q2: 19,613 shares; 2025Q3: 19,076 shares; 2025Q4: 19,242 shares 19,242 $738K <0.01% +166 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,930 shares; 2024Q4: 15,313 shares; 2025Q1: 15,041 shares; 2025Q2: 862 shares; 2025Q3: 6,774 shares; 2025Q4: 8,047 shares 8,047 $737K <0.01% +1,273 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,171 shares; 2025Q2: 11,486 shares; 2025Q3: 11,288 shares; 2025Q4: 10,762 shares 10,762 $737K <0.01% -526 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,650 shares; 2025Q4: 65,150 shares 65,150 $736K <0.01% +37,500 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 3,118 shares; 2025Q1: 3,616 shares; 2025Q2: 2,420 shares; 2025Q3: 2,578 shares; 2025Q4: 3,040 shares 3,040 $733K <0.01% +462 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,970 shares; 2025Q4: 27,009 shares 27,009 $733K <0.01% +5,039 Timeline FCG 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: 6,098 shares; 2024Q4: 26,093 shares; 2025Q1: 13,093 shares; 2025Q2: 13,026 shares; 2025Q3: 33,156 shares; 2025Q4: 31,304 shares 31,304 $733K <0.01% -1,852 Timeline TOUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,048 shares; 2025Q3: 17,767 shares; 2025Q4: 21,189 shares 21,189 $731K <0.01% +3,422 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $731K <0.01% 0 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,253 shares; 2025Q3: 18,779 shares; 2025Q4: 19,057 shares 19,057 $729K <0.01% +278 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,477 shares; 2025Q1: 1,524 shares; 2025Q2: 1,483 shares; 2025Q3: 1,598 shares; 2025Q4: 1,501 shares 1,501 $729K <0.01% -97 Timeline XJUL 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: 20,600 shares; 2024Q4: 19,600 shares; 2025Q1: 19,350 shares; 2025Q2: 19,350 shares; 2025Q3: 18,950 shares; 2025Q4: 18,650 shares 18,650 $729K <0.01% -300 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,959 shares; 2024Q4: 18,297 shares; 2025Q1: 19,815 shares; 2025Q2: 19,017 shares; 2025Q3: 19,747 shares; 2025Q4: 20,079 shares 20,079 $727K <0.01% +332 Timeline IHF 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: 9,977 shares; 2024Q4: 10,355 shares; 2025Q1: 13,646 shares; 2025Q2: 15,554 shares; 2025Q3: 15,469 shares; 2025Q4: 15,131 shares 15,131 $725K <0.01% -338 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,120 shares; 2024Q4: 83,418 shares; 2025Q1: 71,046 shares; 2025Q2: 15,684 shares; 2025Q3: 31,737 shares; 2025Q4: 31,052 shares 31,052 $725K <0.01% -685 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,063 shares; 2024Q4: 8,907 shares; 2025Q1: 7,710 shares; 2025Q2: 8,255 shares; 2025Q3: 4,349 shares; 2025Q4: 3,487 shares 3,487 $725K <0.01% -862 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: 6,723 shares; 2024Q4: 22,392 shares; 2025Q1: 20,477 shares; 2025Q2: 20,077 shares; 2025Q3: 27,166 shares; 2025Q4: 24,005 shares 24,005 $722K <0.01% -3,161 Timeline PMAY 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: 18,711 shares; 2024Q4: 18,458 shares; 2025Q1: 18,203 shares; 2025Q2: 18,203 shares; 2025Q3: 18,203 shares; 2025Q4: 18,203 shares 18,203 $721K <0.01% 0 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: 18,036 shares; 2024Q4: 16,036 shares; 2025Q1: 15,936 shares; 2025Q2: 72,325 shares; 2025Q3: 15,936 shares; 2025Q4: 15,496 shares 15,496 $719K <0.01% -440 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,979 shares 7,979 $716K <0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 20,230 shares; 2025Q1: 23,125 shares; 2025Q2: 23,241 shares; 2025Q3: 21,699 shares; 2025Q4: 29,682 shares 29,682 $716K <0.01% +7,983 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,044 shares; 2025Q1: 998 shares; 2025Q2: 1,073 shares; 2025Q3: 1,253 shares; 2025Q4: 1,837 shares 1,837 $715K <0.01% +584 Timeline FLQS 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: 9,247 shares; 2025Q3: 15,464 shares; 2025Q4: 16,509 shares 16,509 $713K <0.01% +1,045 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 26,506 shares; 2025Q1: 2,444 shares; 2025Q2: 10,177 shares; 2025Q3: 57,518 shares; 2025Q4: 43,612 shares 43,612 $712K <0.01% -13,906 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 3,322 shares; 2025Q2: 4,925 shares; 2025Q3: 8,509 shares; 2025Q4: 11,201 shares 11,201 $711K <0.01% +2,692 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 1,320 shares; 2025Q1: 1,964 shares; 2025Q2: 1,581 shares; 2025Q3: 1,325 shares; 2025Q4: 1,231 shares 1,231 $711K <0.01% -94 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: 51 shares; 2024Q4: 56 shares; 2025Q1: 71 shares; 2025Q2: 1,095 shares; 2025Q3: 2,330 shares; 2025Q4: 2,709 shares 2,709 $709K <0.01% +379 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,593 shares; 2024Q4: 18,138 shares; 2025Q1: 17,968 shares; 2025Q2: 17,010 shares; 2025Q3: 6,914 shares; 2025Q4: 6,913 shares 6,913 $708K <0.01% -1 Timeline AVUS 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: 8,840 shares; 2024Q4: 8,745 shares; 2025Q1: 8,821 shares; 2025Q2: 8,820 shares; 2025Q3: 10,435 shares; 2025Q4: 6,305 shares 6,305 $705K <0.01% -4,130 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,500 shares; 2024Q4: 23,400 shares; 2025Q1: 23,225 shares; 2025Q2: 23,075 shares; 2025Q3: 21,375 shares; 2025Q4: 19,725 shares 19,725 $704K <0.01% -1,650 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: 5,555 shares; 2024Q4: 5,544 shares; 2025Q1: 5,682 shares; 2025Q2: 5,586 shares; 2025Q3: 5,586 shares; 2025Q4: 5,583 shares 5,583 $703K <0.01% -3 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,268 shares; 2025Q1: 1,908 shares; 2025Q2: 1,868 shares; 2025Q3: 2,128 shares; 2025Q4: 10,298 shares 10,298 $703K <0.01% +8,170 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 67,458 shares; 2025Q1: 68,066 shares; 2025Q2: 14,905 shares; 2025Q3: 20,980 shares; 2025Q4: 20,980 shares 20,980 $700K <0.01% 0 Timeline EVUS 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: 8,831 shares; 2025Q4: 21,672 shares 21,672 $694K <0.01% +12,841 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 4,618 shares; 2025Q1: 5,272 shares; 2025Q2: 4,742 shares; 2025Q3: 6,444 shares; 2025Q4: 5,344 shares 5,344 $694K <0.01% -1,100 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 10,942 shares; 2025Q1: 12,350 shares; 2025Q2: 12,570 shares; 2025Q3: 14,073 shares; 2025Q4: 15,626 shares 15,626 $693K <0.01% +1,553 Timeline PAUG 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: 22,021 shares; 2024Q4: 20,991 shares; 2025Q1: 20,486 shares; 2025Q2: 18,372 shares; 2025Q3: 15,967 shares; 2025Q4: 15,967 shares 15,967 $691K <0.01% 0 Timeline TCAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,665 shares; 2025Q3: 23,215 shares; 2025Q4: 29,194 shares 29,194 $688K <0.01% +5,979 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 6,737 shares; 2025Q1: 10,862 shares; 2025Q2: 13,371 shares; 2025Q3: 13,375 shares; 2025Q4: 12,821 shares 12,821 $687K <0.01% -554 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,621 shares; 2025Q4: 17,679 shares 17,679 $683K <0.01% -13,942 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 22,913 shares; 2025Q1: 23,566 shares; 2025Q2: 19,562 shares; 2025Q3: 17,854 shares; 2025Q4: 17,854 shares 17,854 $679K <0.01% 0 Timeline XSW 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: 76 shares; 2025Q2: not reported; 2025Q3: 3,203 shares; 2025Q4: 3,628 shares 3,628 $679K <0.01% +425 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,995 shares; 2024Q4: 59,105 shares; 2025Q1: 57,787 shares; 2025Q2: 59,387 shares; 2025Q3: 59,966 shares; 2025Q4: 57,593 shares 57,593 $677K <0.01% -2,373 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: 11,045 shares; 2024Q4: 10,091 shares; 2025Q1: 3,029 shares; 2025Q2: 3,162 shares; 2025Q3: 3,205 shares; 2025Q4: 3,159 shares 3,159 $676K <0.01% -46 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 8,918 shares; 2025Q1: 10,172 shares; 2025Q2: 14,924 shares; 2025Q3: 14,924 shares; 2025Q4: 16,268 shares 16,268 $675K <0.01% +1,344 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,804 shares; 2024Q4: 34,325 shares; 2025Q1: 34,700 shares; 2025Q2: 30,450 shares; 2025Q3: 31,110 shares; 2025Q4: 30,593 shares 30,593 $674K <0.01% -517 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,617 shares 47,617 $673K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 940 shares; 2025Q1: 1,390 shares; 2025Q2: 2,719 shares; 2025Q3: 4,004 shares; 2025Q4: 9,264 shares 9,264 $673K <0.01% +5,260 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: 6,737 shares; 2024Q4: 8,003 shares; 2025Q1: 6,915 shares; 2025Q2: 7,106 shares; 2025Q3: 14,015 shares; 2025Q4: 32,647 shares 32,647 $673K <0.01% +18,632 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,188 shares; 2025Q1: 1,129 shares; 2025Q2: 6,153 shares; 2025Q3: 8,224 shares; 2025Q4: 8,157 shares 8,157 $672K <0.01% -67 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 8,375 shares; 2025Q3: 8,375 shares; 2025Q4: 14,643 shares 14,643 $669K <0.01% +6,268 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 7,348 shares; 2025Q1: 9,042 shares; 2025Q2: 8,757 shares; 2025Q3: 8,488 shares; 2025Q4: 8,390 shares 8,390 $669K <0.01% -98 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 9,577 shares; 2025Q1: 7,393 shares; 2025Q2: 6,567 shares; 2025Q3: 6,249 shares; 2025Q4: 6,764 shares 6,764 $666K <0.01% +515 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,514 shares; 2025Q1: 5,889 shares; 2025Q2: 5,889 shares; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares 5,869 $664K <0.01% 0 Timeline MOTI 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: 26,633 shares; 2024Q4: 18,546 shares; 2025Q1: 18,546 shares; 2025Q2: 18,405 shares; 2025Q3: 18,942 shares; 2025Q4: 18,092 shares 18,092 $664K <0.01% -850 Timeline JQUA 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: 28,326 shares; 2024Q4: 37,647 shares; 2025Q1: 37,620 shares; 2025Q2: 9,638 shares; 2025Q3: 10,013 shares; 2025Q4: 10,477 shares 10,477 $662K <0.01% +464 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: 9,859 shares; 2024Q4: 29,522 shares; 2025Q1: 30,713 shares; 2025Q2: 28,355 shares; 2025Q3: 28,340 shares; 2025Q4: 22,215 shares 22,215 $658K <0.01% -6,125 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: 18 shares; 2025Q3: 6,142 shares; 2025Q4: 12,188 shares 12,188 $656K <0.01% +6,046 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,971 shares; 2024Q4: 59,787 shares; 2025Q1: 56,673 shares; 2025Q2: 54,478 shares; 2025Q3: 51,541 shares; 2025Q4: 49,540 shares 49,540 $654K <0.01% -2,001 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 8,676 shares; 2025Q4: 19,757 shares 19,757 $652K <0.01% +11,081 Timeline KWY KINGSWAY CORP More: the full row for KINGSWAY 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: 600 shares; 2025Q3: 2,258 shares; 2025Q4: 48,449 shares 48,449 $652K <0.01% +46,191 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,629 shares; 2025Q4: 16,785 shares 16,785 $649K <0.01% +3,156 Timeline DWM 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: 9,305 shares; 2024Q4: 9,305 shares; 2025Q1: 9,305 shares; 2025Q2: 9,305 shares; 2025Q3: 9,405 shares; 2025Q4: 9,405 shares 9,405 $647K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,841 shares; 2024Q4: 31,829 shares; 2025Q1: 34,987 shares; 2025Q2: 34,844 shares; 2025Q3: 30,845 shares; 2025Q4: 6,730 shares 6,730 $646K <0.01% -24,115 Timeline UAUG 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: 20,586 shares; 2024Q4: 19,506 shares; 2025Q1: 19,114 shares; 2025Q2: 17,684 shares; 2025Q3: 15,367 shares; 2025Q4: 16,142 shares 16,142 $644K <0.01% +775 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 244 shares; 2025Q2: 4,898 shares; 2025Q3: 6,947 shares; 2025Q4: 10,423 shares 10,423 $643K <0.01% +3,476 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,898 shares; 2025Q1: 1,996 shares; 2025Q2: 2,003 shares; 2025Q3: 2,025 shares; 2025Q4: 1,949 shares 1,949 $640K <0.01% -76 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,615 shares; 2024Q4: 25,515 shares; 2025Q1: 29,558 shares; 2025Q2: 25,797 shares; 2025Q3: 21,151 shares; 2025Q4: 26,115 shares 26,115 $640K <0.01% +4,964 Timeline LCTD 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: 13,281 shares; 2024Q4: 14,781 shares; 2025Q1: 14,075 shares; 2025Q2: 13,268 shares; 2025Q3: 13,118 shares; 2025Q4: 11,679 shares 11,679 $638K <0.01% -1,439 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 609 shares; 2025Q1: 3,680 shares; 2025Q2: 2,638 shares; 2025Q3: 2,974 shares; 2025Q4: 2,989 shares 2,989 $638K <0.01% +15 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 1,257 shares; 2025Q1: 1,521 shares; 2025Q2: 970 shares; 2025Q3: 2,243 shares; 2025Q4: 3,332 shares 3,332 $637K <0.01% +1,089 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,928 shares; 2024Q4: 16,623 shares; 2025Q1: 17,467 shares; 2025Q2: 16,562 shares; 2025Q3: 15,510 shares; 2025Q4: 15,391 shares 15,391 $636K <0.01% -119 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,014 shares; 2025Q4: 23,412 shares 23,412 $636K <0.01% -10,602 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 8,705 shares; 2025Q1: 8,673 shares; 2025Q2: 7,626 shares; 2025Q3: 7,618 shares; 2025Q4: 7,196 shares 7,196 $635K <0.01% -422 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: 2,399 shares; 2024Q4: 5,109 shares; 2025Q1: 5,408 shares; 2025Q2: 3,363 shares; 2025Q3: 3,165 shares; 2025Q4: 3,061 shares 3,061 $634K <0.01% -104 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,464 shares; 2024Q4: 47,296 shares; 2025Q1: 52,470 shares; 2025Q2: 49,772 shares; 2025Q3: 50,005 shares; 2025Q4: 53,272 shares 53,272 $634K <0.01% +3,267 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: 11,887 shares; 2024Q4: 12,866 shares; 2025Q1: 11,026 shares; 2025Q2: 10,214 shares; 2025Q3: 12,220 shares; 2025Q4: 9,837 shares 9,837 $633K <0.01% -2,383 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,807 shares; 2025Q1: 2,347 shares; 2025Q2: 2,141 shares; 2025Q3: 1,929 shares; 2025Q4: 1,791 shares 1,791 $632K <0.01% -138 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,829 shares; 2024Q4: 115,193 shares; 2025Q1: 122,220 shares; 2025Q2: 86,817 shares; 2025Q3: 81,154 shares; 2025Q4: 66,004 shares 66,004 $632K <0.01% -15,150 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 9,184 shares; 2025Q1: 8,859 shares; 2025Q2: 9,463 shares; 2025Q3: 8,863 shares; 2025Q4: 9,081 shares 9,081 $631K <0.01% +218 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 12,094 shares; 2025Q1: 12,060 shares; 2025Q2: 12,060 shares; 2025Q3: 12,060 shares; 2025Q4: 12,221 shares 12,221 $631K <0.01% +161 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: 5,050 shares; 2024Q4: 4,227 shares; 2025Q1: 3,414 shares; 2025Q2: 3,441 shares; 2025Q3: 3,248 shares; 2025Q4: 3,255 shares 3,255 $630K <0.01% +7 Timeline MGV 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: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 4,693 shares; 2025Q2: 4,433 shares; 2025Q3: 4,043 shares; 2025Q4: 4,461 shares 4,461 $630K <0.01% +418 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: 5,616 shares; 2024Q4: 5,458 shares; 2025Q1: 6,540 shares; 2025Q2: 6,814 shares; 2025Q3: 7,005 shares; 2025Q4: 6,395 shares 6,395 $625K <0.01% -610 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: 3,559 shares; 2024Q4: 3,518 shares; 2025Q1: 3,355 shares; 2025Q2: 3,386 shares; 2025Q3: 3,663 shares; 2025Q4: 3,586 shares 3,586 $622K <0.01% -77 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: 7,273 shares; 2024Q4: 6,761 shares; 2025Q1: 7,363 shares; 2025Q2: 5,132 shares; 2025Q3: 4,866 shares; 2025Q4: 5,414 shares 5,414 $621K <0.01% +548 Timeline JXI 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: 7,246 shares; 2025Q4: 7,876 shares 7,876 $619K <0.01% +630 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,489 shares; 2025Q1: 7,186 shares; 2025Q2: 6,794 shares; 2025Q3: 8,784 shares; 2025Q4: 11,422 shares 11,422 $618K <0.01% +2,638 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,901 shares; 2025Q1: 1,946 shares; 2025Q2: 2,002 shares; 2025Q3: 1,922 shares; 2025Q4: 1,793 shares 1,793 $618K <0.01% -129 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 6,325 shares; 2025Q1: 5,899 shares; 2025Q2: 5,961 shares; 2025Q3: 5,265 shares; 2025Q4: 6,580 shares 6,580 $618K <0.01% +1,315 Timeline JAKK JAKKS PAC INC More: the full row for JAKKS PAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 8,000 shares; 2025Q4: 36,575 shares 36,575 $617K <0.01% +28,575 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 9,617 shares; 2025Q4: 26,058 shares 26,058 $616K <0.01% +16,441 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,436 shares; 2025Q1: 17,344 shares; 2025Q2: 20,861 shares; 2025Q3: 32,849 shares; 2025Q4: 27,773 shares 27,773 $615K <0.01% -5,076 Timeline AVSD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,656 shares; 2025Q3: 8,286 shares; 2025Q4: 8,269 shares 8,269 $614K <0.01% -17 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 5,935 shares; 2025Q1: 5,694 shares; 2025Q2: 5,599 shares; 2025Q3: 2,946 shares; 2025Q4: 2,431 shares 2,431 $613K <0.01% -515 Timeline EJUL 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: 4,300 shares; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,947 shares; 2025Q3: 20,903 shares; 2025Q4: 20,646 shares 20,646 $612K <0.01% -257 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 4,651 shares; 2025Q1: 6,888 shares; 2025Q2: 7,648 shares; 2025Q3: 10,225 shares; 2025Q4: 12,468 shares 12,468 $611K <0.01% +2,243 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,560 shares 12,560 $610K <0.01% new Timeline JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,223 shares; 2024Q4: 16,359 shares; 2025Q1: 16,042 shares; 2025Q2: 14,793 shares; 2025Q3: 15,012 shares; 2025Q4: 15,087 shares 15,087 $609K <0.01% +75 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: 375 shares; 2024Q4: 9,325 shares; 2025Q1: 11,113 shares; 2025Q2: 9,635 shares; 2025Q3: 9,039 shares; 2025Q4: 8,465 shares 8,465 $607K <0.01% -574 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,553 shares; 2024Q4: 14,715 shares; 2025Q1: 14,692 shares; 2025Q2: 14,379 shares; 2025Q3: 14,679 shares; 2025Q4: 14,122 shares 14,122 $606K <0.01% -557 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,341 shares; 2024Q4: 16,948 shares; 2025Q1: 16,524 shares; 2025Q2: 15,409 shares; 2025Q3: 17,252 shares; 2025Q4: 16,691 shares 16,691 $606K <0.01% -561 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 3,521 shares; 2025Q1: 2,853 shares; 2025Q2: 2,816 shares; 2025Q3: 3,848 shares; 2025Q4: 3,453 shares 3,453 $606K <0.01% -395 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM 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: 301 shares; 2025Q4: 13,934 shares 13,934 $605K <0.01% +13,633 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 7,588 shares; 2025Q1: 9,718 shares; 2025Q2: 8,769 shares; 2025Q3: 7,969 shares; 2025Q4: 5,411 shares 5,411 $605K <0.01% -2,558 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,100 shares; 2025Q4: 23,648 shares 23,648 $604K <0.01% +4,548 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,089 shares; 2024Q4: 71,589 shares; 2025Q1: 72,189 shares; 2025Q2: 44,139 shares; 2025Q3: 44,339 shares; 2025Q4: 44,339 shares 44,339 $603K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 102 shares; 2025Q2: 364 shares; 2025Q3: 5,384 shares; 2025Q4: 6,882 shares 6,882 $599K <0.01% +1,498 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,094 shares; 2024Q4: 110,108 shares; 2025Q1: 111,192 shares; 2025Q2: 91,859 shares; 2025Q3: 93,525 shares; 2025Q4: 94,888 shares 94,888 $598K <0.01% +1,363 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,378 shares; 2025Q1: 1,399 shares; 2025Q2: 4,229 shares; 2025Q3: 11,573 shares; 2025Q4: 17,589 shares 17,589 $596K <0.01% +6,016 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,331 shares; 2025Q1: 7,500 shares; 2025Q2: 7,631 shares; 2025Q3: 9,638 shares; 2025Q4: 10,906 shares 10,906 $595K <0.01% +1,268 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 1,957 shares; 2025Q1: 17,678 shares; 2025Q2: 14,865 shares; 2025Q3: 14,113 shares; 2025Q4: 13,301 shares 13,301 $595K <0.01% -812 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,101 shares; 2024Q4: 29,876 shares; 2025Q1: 29,672 shares; 2025Q2: 20,299 shares; 2025Q3: 21,462 shares; 2025Q4: 28,792 shares 28,792 $594K <0.01% +7,330 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,581 shares; 2025Q3: 5,582 shares; 2025Q4: 5,582 shares 5,582 $593K <0.01% 0 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: 34,716 shares; 2024Q4: 52,680 shares; 2025Q1: 54,150 shares; 2025Q2: 27,199 shares; 2025Q3: 32,639 shares; 2025Q4: 33,469 shares 33,469 $593K <0.01% +830 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,073 shares; 2024Q4: 43,572 shares; 2025Q1: 36,549 shares; 2025Q2: 36,049 shares; 2025Q3: 32,904 shares; 2025Q4: 31,684 shares 31,684 $592K <0.01% -1,220 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 2,074 shares; 2025Q1: 2,937 shares; 2025Q2: 13,729 shares; 2025Q3: 3,669 shares; 2025Q4: 7,372 shares 7,372 $587K <0.01% +3,703 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,962 shares; 2024Q4: 10,848 shares; 2025Q1: 15,317 shares; 2025Q2: 22,060 shares; 2025Q3: 23,023 shares; 2025Q4: 19,606 shares 19,606 $586K <0.01% -3,417 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 8,240 shares; 2025Q1: 8,169 shares; 2025Q2: 8,051 shares; 2025Q3: 8,067 shares; 2025Q4: 8,214 shares 8,214 $586K <0.01% +147 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,359 shares; 2024Q4: 28,533 shares; 2025Q1: 13,771 shares; 2025Q2: 12,742 shares; 2025Q3: 19,440 shares; 2025Q4: 30,831 shares 30,831 $581K <0.01% +11,391 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 8,301 shares; 2025Q1: 8,352 shares; 2025Q2: 7,725 shares; 2025Q3: 7,789 shares; 2025Q4: 7,677 shares 7,677 $580K <0.01% -112 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 10,061 shares; 2025Q1: 7,895 shares; 2025Q2: 8,099 shares; 2025Q3: 7,699 shares; 2025Q4: 7,499 shares 7,499 $580K <0.01% -200 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,188 shares; 2025Q1: 2,033 shares; 2025Q2: 2,045 shares; 2025Q3: 1,845 shares; 2025Q4: 1,874 shares 1,874 $579K <0.01% +29 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 13,797 shares; 2025Q1: 11,460 shares; 2025Q2: 11,078 shares; 2025Q3: 16,944 shares; 2025Q4: 15,204 shares 15,204 $577K <0.01% -1,740 Timeline GJUN 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: 33,702 shares; 2024Q4: 36,916 shares; 2025Q1: 36,916 shares; 2025Q2: 16,466 shares; 2025Q3: 16,191 shares; 2025Q4: 14,541 shares 14,541 $576K <0.01% -1,650 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,374 shares; 2024Q4: 24,581 shares; 2025Q1: 31,671 shares; 2025Q2: 3,180 shares; 2025Q3: 2,583 shares; 2025Q4: 3,982 shares 3,982 $574K <0.01% +1,399 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,281 shares; 2025Q3: 17,546 shares; 2025Q4: 44,960 shares 44,960 $574K <0.01% +27,414 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: 9,849 shares; 2024Q4: 9,743 shares; 2025Q1: 12,215 shares; 2025Q2: 13,879 shares; 2025Q3: 12,804 shares; 2025Q4: 16,567 shares 16,567 $571K <0.01% +3,763 Timeline PSCC 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: 5,949 shares; 2025Q2: 9,884 shares; 2025Q3: 11,533 shares; 2025Q4: 18,356 shares 18,356 $571K <0.01% +6,823 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 18,063 shares; 2025Q4: 30,000 shares 30,000 $570K <0.01% +11,937 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,703 shares 9,703 $570K <0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 4,431 shares; 2025Q1: 4,855 shares; 2025Q2: 4,749 shares; 2025Q3: 4,820 shares; 2025Q4: 4,708 shares 4,708 $570K <0.01% -112 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 13,253 shares; 2025Q2: 13,253 shares; 2025Q3: 14,563 shares; 2025Q4: 13,853 shares 13,853 $569K <0.01% -710 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,410 shares; 2024Q4: 580,603 shares; 2025Q1: 595,022 shares; 2025Q2: 16,306 shares; 2025Q3: 19,697 shares; 2025Q4: 19,701 shares 19,701 $568K <0.01% +4 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 940 shares; 2025Q1: 1,062 shares; 2025Q2: 1,357 shares; 2025Q3: 1,443 shares; 2025Q4: 1,425 shares 1,425 $567K <0.01% -18 Timeline EUSB 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: 16,976 shares; 2024Q4: 15,291 shares; 2025Q1: 15,551 shares; 2025Q2: 15,978 shares; 2025Q3: 11,955 shares; 2025Q4: 12,862 shares 12,862 $565K <0.01% +907 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,461 shares; 2025Q4: 27,131 shares 27,131 $564K <0.01% +1,670 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: 5,464 shares; 2024Q4: 3,100 shares; 2025Q1: 2,389 shares; 2025Q2: 3,283 shares; 2025Q3: 3,692 shares; 2025Q4: 3,126 shares 3,126 $564K <0.01% -566 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,287 shares; 2025Q2: 10,370 shares; 2025Q3: 10,450 shares; 2025Q4: 10,432 shares 10,432 $563K <0.01% -18 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: 4,024 shares; 2024Q4: 12,180 shares; 2025Q1: 408 shares; 2025Q2: 1,687 shares; 2025Q3: 9,487 shares; 2025Q4: 13,488 shares 13,488 $562K <0.01% +4,001 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,192 shares; 2025Q1: 1,196 shares; 2025Q2: 1,020 shares; 2025Q3: 1,215 shares; 2025Q4: 1,253 shares 1,253 $562K <0.01% +38 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 2,253 shares; 2025Q1: 707 shares; 2025Q2: 3,131 shares; 2025Q3: 3,683 shares; 2025Q4: 3,906 shares 3,906 $562K <0.01% +223 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,906 shares; 2024Q4: 196,846 shares; 2025Q1: 44,617 shares; 2025Q2: 51,571 shares; 2025Q3: 54,202 shares; 2025Q4: 63,072 shares 63,072 $561K <0.01% +8,870 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,590 shares; 2025Q1: 63,150 shares; 2025Q2: 59,969 shares; 2025Q3: 32,417 shares; 2025Q4: 21,233 shares 21,233 $561K <0.01% -11,184 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 6,886 shares; 2025Q3: 9,885 shares; 2025Q4: 10,756 shares 10,756 $560K <0.01% +871 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 15,970 shares 15,970 $558K <0.01% +15,470 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: 14,957 shares; 2024Q4: 10,838 shares; 2025Q1: 8,826 shares; 2025Q2: 8,264 shares; 2025Q3: 7,505 shares; 2025Q4: 6,461 shares 6,461 $557K <0.01% -1,044 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,229 shares; 2025Q3: 21,832 shares; 2025Q4: 20,947 shares 20,947 $556K <0.01% -885 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,742 shares; 2024Q4: 28,145 shares; 2025Q1: 26,291 shares; 2025Q2: 26,949 shares; 2025Q3: 7,721 shares; 2025Q4: 6,389 shares 6,389 $555K <0.01% -1,332 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,702 shares; 2024Q4: 23,025 shares; 2025Q1: 23,434 shares; 2025Q2: 25,284 shares; 2025Q3: 27,724 shares; 2025Q4: 28,763 shares 28,763 $555K <0.01% +1,039 Timeline SOXQ 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: 9,852 shares; 2024Q4: 9,864 shares; 2025Q1: 9,852 shares; 2025Q2: 11,452 shares; 2025Q3: 11,452 shares; 2025Q4: 9,952 shares 9,952 $555K <0.01% -1,500 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,247 shares; 2024Q4: 45,523 shares; 2025Q1: 45,744 shares; 2025Q2: 32,913 shares; 2025Q3: 42,183 shares; 2025Q4: 54,841 shares 54,841 $554K <0.01% +12,658 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,281 shares; 2024Q4: 40,119 shares; 2025Q1: 44,775 shares; 2025Q2: 53,334 shares; 2025Q3: 25,748 shares; 2025Q4: 30,824 shares 30,824 $554K <0.01% +5,076 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: 4,482 shares; 2024Q4: 5,414 shares; 2025Q1: 6,689 shares; 2025Q2: 6,696 shares; 2025Q3: 7,357 shares; 2025Q4: 8,255 shares 8,255 $553K <0.01% +898 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI 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: 10,000 shares; 2025Q2: 12,000 shares; 2025Q3: 31,595 shares; 2025Q4: 44,095 shares 44,095 $552K <0.01% +12,500 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,618 shares; 2024Q4: 48,450 shares; 2025Q1: 46,750 shares; 2025Q2: 22,183 shares; 2025Q3: 29,340 shares; 2025Q4: 7,626 shares 7,626 $550K <0.01% -21,714 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 606 shares; 2025Q1: 5,384 shares; 2025Q2: 4,797 shares; 2025Q3: 4,791 shares; 2025Q4: 4,791 shares 4,791 $550K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 5,224 shares; 2025Q1: 5,729 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 6,200 shares 6,200 $550K <0.01% +471 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,909 shares; 2025Q1: 1,831 shares; 2025Q2: 2,731 shares; 2025Q3: 2,822 shares; 2025Q4: 3,224 shares 3,224 $550K <0.01% +402 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,488 shares; 2025Q1: 8,523 shares; 2025Q2: 8,736 shares; 2025Q3: 8,916 shares; 2025Q4: 8,154 shares 8,154 $550K <0.01% -762 Timeline XME 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: 3,713 shares; 2024Q4: 2,513 shares; 2025Q1: 2,496 shares; 2025Q2: 2,016 shares; 2025Q3: 2,201 shares; 2025Q4: 5,296 shares 5,296 $549K <0.01% +3,095 Timeline PTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,600 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 11,009 shares 11,009 $547K <0.01% -991 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,288 shares; 2024Q4: 29,467 shares; 2025Q1: 30,854 shares; 2025Q2: 30,895 shares; 2025Q3: 32,217 shares; 2025Q4: 32,217 shares 32,217 $547K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 587 shares; 2025Q1: 575 shares; 2025Q2: 885 shares; 2025Q3: 2,927 shares; 2025Q4: 5,034 shares 5,034 $546K <0.01% +2,107 Timeline APOLLO GLOBAL MGMT INC 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: not reported; 2024Q4: 1,122 shares; 2025Q1: 1,424 shares; 2025Q2: 7,134 shares; 2025Q3: 7,464 shares; 2025Q4: 7,213 shares 7,213 $545K <0.01% -251 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: 1,554 shares; 2024Q4: 1,618 shares; 2025Q1: 1,630 shares; 2025Q2: 7,695 shares; 2025Q3: 8,423 shares; 2025Q4: 9,359 shares 9,359 $542K <0.01% +936 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,515 shares; 2024Q4: 35 shares; 2025Q1: 932 shares; 2025Q2: 896 shares; 2025Q3: 935 shares; 2025Q4: 4,831 shares 4,831 $541K <0.01% +3,896 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,594 shares; 2024Q4: 29,391 shares; 2025Q1: 24,434 shares; 2025Q2: 24,390 shares; 2025Q3: 35,825 shares; 2025Q4: 38,405 shares 38,405 $539K <0.01% +2,580 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,365 shares; 2024Q4: 29,311 shares; 2025Q1: 14,179 shares; 2025Q2: 5,508 shares; 2025Q3: 71,152 shares; 2025Q4: 66,621 shares 66,621 $538K <0.01% -4,531 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 13,953 shares; 2025Q1: 13,909 shares; 2025Q2: 11,768 shares; 2025Q3: 11,718 shares; 2025Q4: 10,635 shares 10,635 $537K <0.01% -1,083 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 4,593 shares; 2025Q4: 5,245 shares 5,245 $537K <0.01% +652 Timeline XBMNX BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,114 shares; 2024Q4: 25,825 shares; 2025Q1: 23,854 shares; 2025Q2: 23,854 shares; 2025Q3: 20,303 shares; 2025Q4: 20,416 shares 20,416 $534K <0.01% +113 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,337 shares; 2024Q4: 29,267 shares; 2025Q1: 28,076 shares; 2025Q2: 28,318 shares; 2025Q3: 30,257 shares; 2025Q4: 25,588 shares 25,588 $534K <0.01% -4,669 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: 9,150 shares; 2024Q4: 13,060 shares; 2025Q1: 13,775 shares; 2025Q2: 17,233 shares; 2025Q3: 21,671 shares; 2025Q4: 20,236 shares 20,236 $529K <0.01% -1,435 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 7,774 shares; 2025Q1: 8,358 shares; 2025Q2: 32,516 shares; 2025Q3: 21,912 shares; 2025Q4: 21,706 shares 21,706 $529K <0.01% -206 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,556 shares; 2025Q1: 13,401 shares; 2025Q2: 14,285 shares; 2025Q3: 20,350 shares; 2025Q4: 22,910 shares 22,910 $529K <0.01% +2,560 Timeline LGOV 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: 21,409 shares; 2025Q3: 23,898 shares; 2025Q4: 24,207 shares 24,207 $528K <0.01% +309 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: 15,102 shares; 2024Q4: 11,868 shares; 2025Q1: 12,640 shares; 2025Q2: 12,072 shares; 2025Q3: 26,352 shares; 2025Q4: 17,285 shares 17,285 $528K <0.01% -9,067 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 14,673 shares; 2025Q1: 14,030 shares; 2025Q2: 12,947 shares; 2025Q3: 9,922 shares; 2025Q4: 9,920 shares 9,920 $526K <0.01% -2 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,168 shares; 2025Q1: 5,558 shares; 2025Q2: 5,222 shares; 2025Q3: 4,859 shares; 2025Q4: 4,884 shares 4,884 $526K <0.01% +25 Timeline WTBN 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 14,861 shares; 2025Q3: 20,561 shares; 2025Q4: 20,561 shares 20,561 $523K <0.01% 0 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,189 shares 20,189 $522K <0.01% new Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,417 shares; 2025Q1: 16,574 shares; 2025Q2: 17,858 shares; 2025Q3: 18,163 shares; 2025Q4: 17,821 shares 17,821 $521K <0.01% -342 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 580 shares; 2025Q1: 844 shares; 2025Q2: 1,987 shares; 2025Q3: 467 shares; 2025Q4: 5,250 shares 5,250 $520K <0.01% +4,783 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: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 4,283 shares; 2025Q2: 4,035 shares; 2025Q3: 5,750 shares; 2025Q4: 7,782 shares 7,782 $519K <0.01% +2,032 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,112 shares; 2024Q4: 15,052 shares; 2025Q1: 10,285 shares; 2025Q2: 10,285 shares; 2025Q3: 9,710 shares; 2025Q4: 9,710 shares 9,710 $519K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,265 shares; 2024Q4: 23,476 shares; 2025Q1: 13,713 shares; 2025Q2: 20,777 shares; 2025Q3: 15,157 shares; 2025Q4: 14,518 shares 14,518 $516K <0.01% -639 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,228 shares; 2025Q1: 26,143 shares; 2025Q2: 31,511 shares; 2025Q3: 21,139 shares; 2025Q4: 12,858 shares 12,858 $515K <0.01% -8,281 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,576 shares; 2025Q1: 5,062 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares; 2025Q4: 5,454 shares 5,454 $515K <0.01% -31 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,527 shares; 2025Q1: 3,407 shares; 2025Q2: 3,322 shares; 2025Q3: 8,279 shares; 2025Q4: 8,249 shares 8,249 $514K <0.01% -30 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,799 shares; 2024Q4: 8,342 shares; 2025Q1: 8,042 shares; 2025Q2: 5,546 shares; 2025Q3: 5,766 shares; 2025Q4: 5,721 shares 5,721 $514K <0.01% -45 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 3,443 shares; 2025Q3: 8,277 shares; 2025Q4: 10,251 shares 10,251 $514K <0.01% +1,974 Timeline DFGR 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: 1,325 shares; 2024Q4: 2,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares; 2025Q4: 19,350 shares 19,350 $511K <0.01% +17,608 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 1,242 shares; 2025Q1: 2,352 shares; 2025Q2: 1,839 shares; 2025Q3: 1,999 shares; 2025Q4: 2,257 shares 2,257 $511K <0.01% +258 Timeline CNDT CONDUENT INC More: the full row for CONDUENT 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: 240,116 shares; 2025Q2: 301,951 shares; 2025Q3: 309,277 shares; 2025Q4: 265,734 shares 265,734 $510K <0.01% -43,543 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,094 shares; 2024Q4: 4,161 shares; 2025Q1: 2,691 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares 2,550 $510K <0.01% 0 Timeline FBT 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: 2,983 shares; 2024Q4: 2,730 shares; 2025Q1: 2,764 shares; 2025Q2: 1,664 shares; 2025Q3: 2,450 shares; 2025Q4: 2,466 shares 2,466 $509K <0.01% +16 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 6,179 shares; 2025Q1: 83,722 shares; 2025Q2: 40,476 shares; 2025Q3: 20,287 shares; 2025Q4: 19,437 shares 19,437 $509K <0.01% -850 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: 46,873 shares; 2024Q4: 37,749 shares; 2025Q1: 13,569 shares; 2025Q2: 9,880 shares; 2025Q3: 9,817 shares; 2025Q4: 10,594 shares 10,594 $508K <0.01% +777 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,761 shares; 2025Q1: 1,345 shares; 2025Q2: 2,199 shares; 2025Q3: 6,196 shares; 2025Q4: 6,218 shares 6,218 $505K <0.01% +22 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 9,916 shares; 2025Q1: 9,733 shares; 2025Q2: 9,189 shares; 2025Q3: 8,524 shares; 2025Q4: 7,881 shares 7,881 $505K <0.01% -643 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 197,207 shares; 2025Q1: 77,996 shares; 2025Q2: 81,296 shares; 2025Q3: 102,620 shares; 2025Q4: 67,034 shares 67,034 $504K <0.01% -35,586 Timeline IPOS RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,836 shares; 2025Q4: 29,836 shares 29,836 $504K <0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 2,047 shares; 2025Q1: 4,308 shares; 2025Q2: 5,000 shares; 2025Q3: 4,842 shares; 2025Q4: 1,950 shares 1,950 $504K <0.01% -2,892 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,845 shares; 2025Q2: 2,105 shares; 2025Q3: 2,201 shares; 2025Q4: 2,450 shares 2,450 $504K <0.01% +249 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,259 shares 6,259 $502K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,382 shares; 2025Q1: 3,807 shares; 2025Q2: 4,618 shares; 2025Q3: 5,332 shares; 2025Q4: 5,754 shares 5,754 $502K <0.01% +422 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: 34,316 shares; 2024Q4: 29,973 shares; 2025Q1: 32,356 shares; 2025Q2: 34,791 shares; 2025Q3: 32,003 shares; 2025Q4: 22,449 shares 22,449 $502K <0.01% -9,554 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,989 shares; 2025Q1: 3,992 shares; 2025Q2: 10,488 shares; 2025Q3: 11,136 shares; 2025Q4: 10,834 shares 10,834 $502K <0.01% -302 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,136 shares; 2024Q4: 29,869 shares; 2025Q1: 28,849 shares; 2025Q2: 30,125 shares; 2025Q3: 31,671 shares; 2025Q4: 25,229 shares 25,229 $501K <0.01% -6,442 Timeline FIDI 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: 15,360 shares; 2024Q4: 14,556 shares; 2025Q1: 15,025 shares; 2025Q2: 16,026 shares; 2025Q3: 18,817 shares; 2025Q4: 19,311 shares 19,311 $500K <0.01% +494 Timeline MX MAGNACHIP SEMICONDUCTOR CORP More: the full row for MAGNACHIP SEMICONDUCTOR 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: 169,877 shares; 2025Q2: 199,677 shares; 2025Q3: 202,852 shares; 2025Q4: 196,052 shares 196,052 $500K <0.01% -6,800 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 596 shares; 2025Q1: 630 shares; 2025Q2: 146 shares; 2025Q3: 10,216 shares; 2025Q4: 4,667 shares 4,667 $500K <0.01% -5,549 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 13,470 shares; 2025Q4: 14,062 shares 14,062 $499K <0.01% +592 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,441 shares; 2025Q1: 4,310 shares; 2025Q2: 4,173 shares; 2025Q3: 6,058 shares; 2025Q4: 6,010 shares 6,010 $499K <0.01% -48 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,045 shares; 2025Q1: 753 shares; 2025Q2: 4,533 shares; 2025Q3: 4,371 shares; 2025Q4: 4,143 shares 4,143 $499K <0.01% -228 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: 12,927 shares; 2024Q4: 12,926 shares; 2025Q1: 15,771 shares; 2025Q2: 14,087 shares; 2025Q3: 11,013 shares; 2025Q4: 10,598 shares 10,598 $495K <0.01% -415 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,092 shares; 2024Q4: 12,967 shares; 2025Q1: 13,167 shares; 2025Q2: 13,367 shares; 2025Q3: 13,417 shares; 2025Q4: 13,417 shares 13,417 $494K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 871 shares; 2025Q1: 812 shares; 2025Q2: 827 shares; 2025Q3: 717 shares; 2025Q4: 4,985 shares 4,985 $492K <0.01% +4,268 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 2,800 shares; 2025Q1: 2,050 shares; 2025Q2: 3,031 shares; 2025Q3: 1,931 shares; 2025Q4: 6,231 shares 6,231 $492K <0.01% +4,300 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,680 shares; 2025Q1: 1,681 shares; 2025Q2: 21,460 shares; 2025Q3: 29,829 shares; 2025Q4: 25,418 shares 25,418 $492K <0.01% -4,411 Timeline JSML 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: 6,677 shares 6,677 $491K <0.01% new Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,608 shares; 2025Q3: 11,160 shares; 2025Q4: 12,166 shares 12,166 $491K <0.01% +1,006 Timeline XNTK 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: 1,652 shares; 2024Q4: 1,602 shares; 2025Q1: 1,675 shares; 2025Q2: 1,771 shares; 2025Q3: 1,814 shares; 2025Q4: 1,766 shares 1,766 $491K <0.01% -48 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,846 shares; 2025Q1: 1,957 shares; 2025Q2: 2,129 shares; 2025Q3: 2,129 shares; 2025Q4: 2,092 shares 2,092 $491K <0.01% -37 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: 422 shares; 2024Q4: 1,006 shares; 2025Q1: 946 shares; 2025Q2: 1,059 shares; 2025Q3: 2,784 shares; 2025Q4: 7,252 shares 7,252 $491K <0.01% +4,468 Timeline FDEM 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: 200 shares; 2025Q1: not reported; 2025Q2: 4,107 shares; 2025Q3: 9,836 shares; 2025Q4: 15,813 shares 15,813 $488K <0.01% +5,977 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 14,551 shares; 2025Q1: 45,666 shares; 2025Q2: 31,522 shares; 2025Q3: 34,081 shares; 2025Q4: 7,645 shares 7,645 $488K <0.01% -26,436 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 5,030 shares; 2025Q1: 6,246 shares; 2025Q2: 6,583 shares; 2025Q3: 6,470 shares; 2025Q4: 5,745 shares 5,745 $485K <0.01% -725 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 20,014 shares; 2025Q2: 19,185 shares; 2025Q3: 19,127 shares; 2025Q4: 16,107 shares 16,107 $483K <0.01% -3,020 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,423 shares; 2025Q3: 6,857 shares; 2025Q4: 8,220 shares 8,220 $482K <0.01% +1,363 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 906 shares; 2025Q1: 973 shares; 2025Q2: 1,443 shares; 2025Q3: 3,360 shares; 2025Q4: 4,716 shares 4,716 $481K <0.01% +1,356 Timeline FXG 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: 8,500 shares; 2024Q4: 8,246 shares; 2025Q1: 7,860 shares; 2025Q2: 14,679 shares; 2025Q3: 7,825 shares; 2025Q4: 7,920 shares 7,920 $481K <0.01% +95 Timeline TAGG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 4,590 shares; 2025Q4: 11,158 shares 11,158 $480K <0.01% +6,568 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: 1,264 shares; 2024Q4: 1,962 shares; 2025Q1: 2,083 shares; 2025Q2: 2,249 shares; 2025Q3: 2,332 shares; 2025Q4: 2,338 shares 2,338 $479K <0.01% +6 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,735 shares 1,735 $479K <0.01% +185 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 13,548 shares; 2025Q1: 14,781 shares; 2025Q2: 18,018 shares; 2025Q3: 18,436 shares; 2025Q4: 18,805 shares 18,805 $479K <0.01% +369 Timeline GJUL 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: 10,234 shares; 2024Q4: 10,234 shares; 2025Q1: 10,234 shares; 2025Q2: 9,956 shares; 2025Q3: 12,660 shares; 2025Q4: 11,560 shares 11,560 $478K <0.01% -1,100 Timeline JSI 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: 2,831 shares; 2024Q4: 5,766 shares; 2025Q1: 6,563 shares; 2025Q2: 6,563 shares; 2025Q3: 10,547 shares; 2025Q4: 9,163 shares 9,163 $477K <0.01% -1,384 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,365 shares; 2024Q4: 17,132 shares; 2025Q1: 20,450 shares; 2025Q2: 18,927 shares; 2025Q3: 14,624 shares; 2025Q4: 16,959 shares 16,959 $476K <0.01% +2,335 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,064 shares; 2025Q1: 1,801 shares; 2025Q2: 1,986 shares; 2025Q3: 2,263 shares; 2025Q4: 2,299 shares 2,299 $475K <0.01% +36 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,359 shares; 2024Q4: 18,493 shares; 2025Q1: 7,728 shares; 2025Q2: 7,066 shares; 2025Q3: 7,369 shares; 2025Q4: 7,863 shares 7,863 $475K <0.01% +494 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 3,639 shares; 2025Q1: 3,049 shares; 2025Q2: 4,265 shares; 2025Q3: 3,195 shares; 2025Q4: 5,549 shares 5,549 $475K <0.01% +2,354 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,757 shares; 2025Q1: 2,744 shares; 2025Q2: 2,730 shares; 2025Q3: 2,908 shares; 2025Q4: 2,936 shares 2,936 $474K <0.01% +28 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 13,590 shares; 2025Q1: 13,718 shares; 2025Q2: 14,158 shares; 2025Q3: 27,058 shares; 2025Q4: 26,283 shares 26,283 $474K <0.01% -775 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 1,735 shares; 2025Q1: 1,749 shares; 2025Q2: 19,326 shares; 2025Q3: 20,651 shares; 2025Q4: 19,831 shares 19,831 $474K <0.01% -820 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: 1,281 shares; 2024Q4: 1,250 shares; 2025Q1: 1,425 shares; 2025Q2: 4,294 shares; 2025Q3: 8,741 shares; 2025Q4: 9,358 shares 9,358 $473K <0.01% +617 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,713 shares; 2025Q1: 2,859 shares; 2025Q2: 3,421 shares; 2025Q3: 3,809 shares; 2025Q4: 4,196 shares 4,196 $472K <0.01% +387 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,568 shares; 2025Q1: 1,922 shares; 2025Q2: 1,961 shares; 2025Q3: 1,983 shares; 2025Q4: 1,170 shares 1,170 $469K <0.01% -813 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,405 shares; 2025Q1: 11,110 shares; 2025Q2: 10,581 shares; 2025Q3: 10,531 shares; 2025Q4: 10,386 shares 10,386 $468K <0.01% -145 Timeline FLCH 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: 39,037 shares; 2024Q4: 39,881 shares; 2025Q1: 39,881 shares; 2025Q2: 25,150 shares; 2025Q3: 19,596 shares; 2025Q4: 19,596 shares 19,596 $466K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 5,064 shares; 2025Q1: 4,007 shares; 2025Q2: 4,025 shares; 2025Q3: 7,097 shares; 2025Q4: 7,151 shares 7,151 $465K <0.01% +54 Timeline UJUL 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: 14,445 shares; 2024Q4: 13,643 shares; 2025Q1: 13,643 shares; 2025Q2: 13,307 shares; 2025Q3: 11,989 shares; 2025Q4: 11,989 shares 11,989 $465K <0.01% 0 Timeline QFLR 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: 10,356 shares; 2024Q4: 14,061 shares; 2025Q1: 14,301 shares; 2025Q2: 14,052 shares; 2025Q3: 13,083 shares; 2025Q4: 13,476 shares 13,476 $462K <0.01% +393 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,386 shares; 2025Q1: 5,386 shares; 2025Q2: 5,618 shares; 2025Q3: 5,644 shares; 2025Q4: 5,779 shares 5,779 $461K <0.01% +135 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 11,805 shares; 2025Q1: 12,555 shares; 2025Q2: 12,555 shares; 2025Q3: 12,580 shares; 2025Q4: 12,330 shares 12,330 $461K <0.01% -250 Timeline GMAY 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: 13,135 shares; 2024Q4: 13,135 shares; 2025Q1: 12,835 shares; 2025Q2: 13,960 shares; 2025Q3: 12,560 shares; 2025Q4: 11,140 shares 11,140 $460K <0.01% -1,420 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 9,851 shares; 2025Q1: 10,447 shares; 2025Q2: 9,928 shares; 2025Q3: 8,386 shares; 2025Q4: 7,992 shares 7,992 $459K <0.01% -394 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 1,278 shares; 2025Q1: 1,108 shares; 2025Q2: 1,062 shares; 2025Q3: 1,483 shares; 2025Q4: 1,361 shares 1,361 $458K <0.01% -122 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: 112 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 16,936 shares; 2025Q4: 16,249 shares 16,249 $458K <0.01% -687 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,222 shares; 2024Q4: 33,563 shares; 2025Q1: 32,163 shares; 2025Q2: 32,029 shares; 2025Q3: 32,299 shares; 2025Q4: 30,675 shares 30,675 $456K <0.01% -1,624 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,689 shares; 2025Q1: 17,690 shares; 2025Q2: 17,230 shares; 2025Q3: 17,230 shares; 2025Q4: 17,230 shares 17,230 $456K <0.01% 0 Timeline HAP 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: 3,015 shares; 2024Q4: 3,109 shares; 2025Q1: 2,842 shares; 2025Q2: 2,713 shares; 2025Q3: 2,713 shares; 2025Q4: 7,569 shares 7,569 $455K <0.01% +4,856 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,595 shares; 2025Q1: 10,292 shares; 2025Q2: 10,189 shares; 2025Q3: 9,496 shares; 2025Q4: 10,004 shares 10,004 $454K <0.01% +508 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,547 shares; 2024Q4: 49,547 shares; 2025Q1: 49,547 shares; 2025Q2: 49,547 shares; 2025Q3: 49,547 shares; 2025Q4: 108,893 shares 108,893 $454K <0.01% +59,346 Timeline UJUN 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: 12,479 shares; 2024Q4: 12,479 shares; 2025Q1: 12,189 shares; 2025Q2: 12,145 shares; 2025Q3: 12,145 shares; 2025Q4: 12,139 shares 12,139 $454K <0.01% -6 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: 58,513 shares; 2024Q4: 57,510 shares; 2025Q1: 57,556 shares; 2025Q2: 57,730 shares; 2025Q3: 57,805 shares; 2025Q4: 57,915 shares 57,915 $453K <0.01% +110 Timeline IAPR 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: 2,500 shares; 2024Q4: 9,994 shares; 2025Q1: 9,994 shares; 2025Q2: 21,767 shares; 2025Q3: 14,126 shares; 2025Q4: 14,683 shares 14,683 $453K <0.01% +557 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 464 shares; 2025Q1: 471 shares; 2025Q2: 1,071 shares; 2025Q3: 1,270 shares; 2025Q4: 1,224 shares 1,224 $453K <0.01% -46 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 15,890 shares; 2025Q1: 16,641 shares; 2025Q2: 18,397 shares; 2025Q3: 18,397 shares; 2025Q4: 19,345 shares 19,345 $452K <0.01% +948 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,789 shares; 2025Q1: 5,789 shares; 2025Q2: 5,489 shares; 2025Q3: 5,530 shares; 2025Q4: 5,515 shares 5,515 $452K <0.01% -15 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,556 shares; 2024Q4: 36,556 shares; 2025Q1: 36,556 shares; 2025Q2: 32,670 shares; 2025Q3: 32,670 shares; 2025Q4: 32,670 shares 32,670 $451K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,878 shares; 2025Q1: 2,678 shares; 2025Q2: 7,458 shares; 2025Q3: 3,803 shares; 2025Q4: 6,039 shares 6,039 $449K <0.01% +2,236 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,310 shares; 2024Q4: 12,558 shares; 2025Q1: 13,294 shares; 2025Q2: 12,085 shares; 2025Q3: 14,666 shares; 2025Q4: 15,374 shares 15,374 $448K <0.01% +708 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,960 shares; 2024Q4: 12,981 shares; 2025Q1: 10,988 shares; 2025Q2: 19,443 shares; 2025Q3: 21,460 shares; 2025Q4: 22,250 shares 22,250 $447K <0.01% +790 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 4,321 shares; 2025Q4: 4,398 shares 4,398 $447K <0.01% +77 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 697 shares; 2025Q1: 58 shares; 2025Q2: 7,400 shares; 2025Q3: 5,550 shares; 2025Q4: 9,850 shares 9,850 $446K <0.01% +4,300 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 6,517 shares; 2025Q1: 5,782 shares; 2025Q2: 4,929 shares; 2025Q3: 7,367 shares; 2025Q4: 7,386 shares 7,386 $446K <0.01% +19 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,634 shares; 2025Q1: 4,588 shares; 2025Q2: 4,535 shares; 2025Q3: 4,535 shares; 2025Q4: 4,537 shares 4,537 $444K <0.01% +2 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 5,920 shares; 2025Q1: 5,980 shares; 2025Q2: 4,107 shares; 2025Q3: 5,155 shares; 2025Q4: 5,264 shares 5,264 $443K <0.01% +109 Timeline EALT 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: 5,342 shares; 2024Q4: 5,800 shares; 2025Q1: 7,258 shares; 2025Q2: 6,258 shares; 2025Q3: 7,204 shares; 2025Q4: 12,532 shares 12,532 $442K <0.01% +5,328 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,184 shares; 2025Q1: 5,673 shares; 2025Q2: 6,864 shares; 2025Q3: 7,564 shares; 2025Q4: 10,018 shares 10,018 $442K <0.01% +2,454 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,071 shares; 2024Q4: 18,992 shares; 2025Q1: 19,162 shares; 2025Q2: 19,423 shares; 2025Q3: 17,459 shares; 2025Q4: 15,741 shares 15,741 $441K <0.01% -1,718 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,498 shares; 2024Q4: 73,270 shares; 2025Q1: 10,941 shares; 2025Q2: 10,273 shares; 2025Q3: 10,036 shares; 2025Q4: 9,154 shares 9,154 $440K <0.01% -882 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 3,800 shares; 2025Q1: 1,300 shares; 2025Q2: 6,302 shares; 2025Q3: 6,529 shares; 2025Q4: 5,266 shares 5,266 $440K <0.01% -1,263 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 6,558 shares; 2025Q4: 8,310 shares 8,310 $439K <0.01% +1,752 Timeline