AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 10,712 shares; 2025Q1: 11,310 shares; 2025Q2: 14,315 shares; 2025Q3: 13,710 shares; 2025Q4: 13,915 shares 13,915 $2.36M 0.03% +205 Timeline PFFD 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: 121,870 shares; 2024Q4: 135,468 shares; 2025Q1: 144,173 shares; 2025Q2: 137,491 shares; 2025Q3: 137,502 shares; 2025Q4: 123,732 shares 123,732 $2.34M 0.03% -13,770 Timeline AVEM 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: 21,785 shares; 2024Q4: 20,908 shares; 2025Q1: 20,867 shares; 2025Q2: 22,362 shares; 2025Q3: 24,081 shares; 2025Q4: 30,112 shares 30,112 $2.32M 0.03% +6,031 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,598 shares; 2024Q4: 36,271 shares; 2025Q1: 40,153 shares; 2025Q2: 44,624 shares; 2025Q3: 44,207 shares; 2025Q4: 22,448 shares 22,448 $2.31M 0.03% -21,759 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,509 shares; 2024Q4: 39,959 shares; 2025Q1: 40,941 shares; 2025Q2: 17,606 shares; 2025Q3: 32,585 shares; 2025Q4: 104,322 shares 104,322 $2.3M 0.03% +71,737 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,641 shares; 2025Q3: 34,675 shares; 2025Q4: 32,931 shares 32,931 $2.3M 0.03% -1,744 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 34,153 shares; 2025Q1: 55,416 shares; 2025Q2: 50,306 shares; 2025Q3: 51,282 shares; 2025Q4: 47,869 shares 47,869 $2.28M 0.03% -3,413 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.03% 0 Timeline TBF 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: not reported; 2024Q4: 19,500 shares; 2025Q1: 40,380 shares; 2025Q2: 93,195 shares; 2025Q3: 93,185 shares; 2025Q4: 93,865 shares 93,865 $2.26M 0.03% +680 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,609 shares; 2024Q4: 41,485 shares; 2025Q1: 38,065 shares; 2025Q2: 36,786 shares; 2025Q3: 38,533 shares; 2025Q4: 39,306 shares 39,306 $2.26M 0.03% +773 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,728 shares; 2025Q4: 8,806 shares 8,806 $2.25M 0.03% +5,078 Timeline EQL 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: 12,185 shares; 2024Q4: 12,617 shares; 2025Q1: 12,592 shares; 2025Q2: 48,005 shares; 2025Q3: 48,587 shares; 2025Q4: 48,389 shares 48,389 $2.24M 0.03% -198 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,804 shares; 2024Q4: 18,054 shares; 2025Q1: 13,170 shares; 2025Q2: 42,094 shares; 2025Q3: 91,875 shares; 2025Q4: 91,931 shares 91,931 $2.23M 0.03% +56 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 11,535 shares; 2025Q1: 11,269 shares; 2025Q2: 9,804 shares; 2025Q3: 10,431 shares; 2025Q4: 10,496 shares 10,496 $2.22M 0.03% +65 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,613 shares; 2024Q4: 17,621 shares; 2025Q1: 17,283 shares; 2025Q2: 17,979 shares; 2025Q3: 16,930 shares; 2025Q4: 18,866 shares 18,866 $2.22M 0.03% +1,936 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,044 shares; 2024Q4: 26,285 shares; 2025Q1: 38,834 shares; 2025Q2: 54,782 shares; 2025Q3: 62,680 shares; 2025Q4: 71,221 shares 71,221 $2.22M 0.03% +8,541 Timeline MOAT 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: 249,631 shares; 2024Q4: 54,708 shares; 2025Q1: 34,746 shares; 2025Q2: 21,093 shares; 2025Q3: 18,194 shares; 2025Q4: 21,371 shares 21,371 $2.21M 0.03% +3,177 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,829 shares; 2024Q4: 26,705 shares; 2025Q1: 23,701 shares; 2025Q2: 21,676 shares; 2025Q3: 20,607 shares; 2025Q4: 19,997 shares 19,997 $2.21M 0.02% -610 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 16,320 shares; 2025Q1: 14,783 shares; 2025Q2: 13,492 shares; 2025Q3: 13,859 shares; 2025Q4: 13,760 shares 13,760 $2.2M 0.02% -99 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 10,194 shares; 2025Q1: 10,151 shares; 2025Q2: 9,632 shares; 2025Q3: 9,736 shares; 2025Q4: 9,049 shares 9,049 $2.2M 0.02% -687 Timeline PAAA 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: 17,466 shares; 2024Q4: 27,130 shares; 2025Q1: 26,762 shares; 2025Q2: 28,223 shares; 2025Q3: 37,455 shares; 2025Q4: 42,721 shares 42,721 $2.19M 0.02% +5,266 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,508 shares; 2025Q1: 12,645 shares; 2025Q2: 11,722 shares; 2025Q3: 15,390 shares; 2025Q4: 19,385 shares 19,385 $2.17M 0.02% +3,995 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,939 shares; 2024Q4: 33,847 shares; 2025Q1: 6,100 shares; 2025Q2: 11,085 shares; 2025Q3: 28,562 shares; 2025Q4: 38,332 shares 38,332 $2.17M 0.02% +9,770 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,404 shares; 2024Q4: 25,593 shares; 2025Q1: 30,112 shares; 2025Q2: 15,291 shares; 2025Q3: 24,181 shares; 2025Q4: 42,266 shares 42,266 $2.16M 0.02% +18,085 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 29,268 shares; 2025Q1: 26,293 shares; 2025Q2: 23,760 shares; 2025Q3: 23,690 shares; 2025Q4: 21,502 shares 21,502 $2.16M 0.02% -2,188 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 9,750 shares; 2025Q1: 10,610 shares; 2025Q2: 9,097 shares; 2025Q3: 9,032 shares; 2025Q4: 7,351 shares 7,351 $2.16M 0.02% -1,681 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,706 shares; 2024Q4: 7,139 shares; 2025Q1: 15,787 shares; 2025Q2: 28,836 shares; 2025Q3: 26,689 shares; 2025Q4: 18,006 shares 18,006 $2.16M 0.02% -8,683 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,283 shares; 2025Q4: 33,410 shares 33,410 $2.14M 0.02% +7,127 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,159 shares; 2025Q1: 12,239 shares; 2025Q2: 135,570 shares; 2025Q3: 150,025 shares; 2025Q4: 139,690 shares 139,690 $2.14M 0.02% -10,335 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,612 shares; 2024Q4: 12,552 shares; 2025Q1: 12,462 shares; 2025Q2: 13,930 shares; 2025Q3: 13,905 shares; 2025Q4: 13,955 shares 13,955 $2.12M 0.02% +50 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,948 shares; 2024Q4: 12,211 shares; 2025Q1: 12,078 shares; 2025Q2: 11,109 shares; 2025Q3: 12,158 shares; 2025Q4: 13,964 shares 13,964 $2.12M 0.02% +1,806 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 17,242 shares; 2025Q1: 23,645 shares; 2025Q2: 23,097 shares; 2025Q3: 18,731 shares; 2025Q4: 9,357 shares 9,357 $2.12M 0.02% -9,374 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,540 shares; 2024Q4: 25,361 shares; 2025Q1: 15,993 shares; 2025Q2: 12,187 shares; 2025Q3: 36,527 shares; 2025Q4: 41,591 shares 41,591 $2.12M 0.02% +5,064 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 81,400 shares; 2025Q1: 80,826 shares; 2025Q2: 78,892 shares; 2025Q3: 76,431 shares; 2025Q4: 36,551 shares 36,551 $2.11M 0.02% -39,880 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,392 shares; 2024Q4: 61,351 shares; 2025Q1: 62,877 shares; 2025Q2: 62,847 shares; 2025Q3: 66,255 shares; 2025Q4: 65,856 shares 65,856 $2.11M 0.02% -399 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: 334,188 shares; 2024Q4: 337,076 shares; 2025Q1: 337,281 shares; 2025Q2: 351,440 shares; 2025Q3: 365,633 shares; 2025Q4: 334,302 shares 334,302 $2.11M 0.02% -31,331 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 5,538 shares; 2025Q1: 5,494 shares; 2025Q2: 5,597 shares; 2025Q3: 5,520 shares; 2025Q4: 5,358 shares 5,358 $2.09M 0.02% -162 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,510 shares; 2024Q4: 35,722 shares; 2025Q1: 46,627 shares; 2025Q2: 49,173 shares; 2025Q3: 47,594 shares; 2025Q4: 50,517 shares 50,517 $2.08M 0.02% +2,923 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,827 shares; 2024Q4: 12,571 shares; 2025Q1: 7,347 shares; 2025Q2: 7,100 shares; 2025Q3: 7,332 shares; 2025Q4: 5,951 shares 5,951 $2.08M 0.02% -1,381 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,291 shares; 2024Q4: 50,383 shares; 2025Q1: 37,983 shares; 2025Q2: 38,411 shares; 2025Q3: 37,917 shares; 2025Q4: 38,438 shares 38,438 $2.05M 0.02% +521 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,479 shares; 2024Q4: 41,020 shares; 2025Q1: 38,134 shares; 2025Q2: 36,225 shares; 2025Q3: 36,466 shares; 2025Q4: 32,986 shares 32,986 $2.05M 0.02% -3,480 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 9,298 shares; 2025Q1: 7,386 shares; 2025Q2: 7,713 shares; 2025Q3: 7,473 shares; 2025Q4: 7,614 shares 7,614 $2.05M 0.02% +141 Timeline VPU 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: 27,107 shares; 2024Q4: 30,224 shares; 2025Q1: 11,345 shares; 2025Q2: 10,947 shares; 2025Q3: 10,967 shares; 2025Q4: 11,067 shares 11,067 $2.05M 0.02% +100 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 14,966 shares; 2025Q1: 22,945 shares; 2025Q2: 31,718 shares; 2025Q3: 40,668 shares; 2025Q4: 40,464 shares 40,464 $2.04M 0.02% -204 Timeline DVY 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: 38,326 shares; 2024Q4: 67,789 shares; 2025Q1: 14,071 shares; 2025Q2: 13,849 shares; 2025Q3: 14,276 shares; 2025Q4: 14,401 shares 14,401 $2.03M 0.02% +125 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 23,590 shares; 2025Q1: 6,679 shares; 2025Q2: 19,690 shares; 2025Q3: 22,272 shares; 2025Q4: 21,181 shares 21,181 $2.02M 0.02% -1,091 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 22,548 shares; 2025Q1: 21,979 shares; 2025Q2: 21,475 shares; 2025Q3: 21,562 shares; 2025Q4: 21,339 shares 21,339 $2.01M 0.02% -223 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: 11,297 shares; 2024Q4: 10,172 shares; 2025Q1: 10,881 shares; 2025Q2: 11,005 shares; 2025Q3: 12,927 shares; 2025Q4: 14,096 shares 14,096 $2M 0.02% +1,169 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: 43,986 shares; 2024Q4: 69,947 shares; 2025Q1: 60,459 shares; 2025Q2: 59,759 shares; 2025Q3: 56,159 shares; 2025Q4: 18,942 shares 18,942 $2M 0.02% -37,217 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,956 shares; 2025Q3: 14,822 shares; 2025Q4: 9,429 shares 9,429 $1.99M 0.02% -5,393 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,018 shares; 2025Q3: 14,763 shares; 2025Q4: 17,547 shares 17,547 $1.98M 0.02% +2,784 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,084 shares; 2025Q4: 19,108 shares 19,108 $1.98M 0.02% +24 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 9,893 shares; 2025Q1: 9,908 shares; 2025Q2: 10,649 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares 10,599 $1.98M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,184 shares 52,184 $1.97M 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,330 shares; 2024Q4: 39,657 shares; 2025Q1: 27,077 shares; 2025Q2: 26,113 shares; 2025Q3: 26,394 shares; 2025Q4: 24,661 shares 24,661 $1.96M 0.02% -1,733 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: 19,117 shares; 2024Q4: 36,248 shares; 2025Q1: 37,657 shares; 2025Q2: 39,958 shares; 2025Q3: 42,669 shares; 2025Q4: 44,459 shares 44,459 $1.95M 0.02% +1,790 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: not reported; 2024Q4: 25,242 shares; 2025Q1: 27,710 shares; 2025Q2: 14,746 shares; 2025Q3: 14,587 shares; 2025Q4: 14,887 shares 14,887 $1.95M 0.02% +300 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 7,555 shares; 2025Q1: 6,535 shares; 2025Q2: 6,339 shares; 2025Q3: 8,252 shares; 2025Q4: 7,407 shares 7,407 $1.94M 0.02% -845 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: 9,064 shares; 2025Q2: 9,237 shares; 2025Q3: 12,490 shares; 2025Q4: 14,630 shares 14,630 $1.92M 0.02% +2,140 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,776 shares 49,776 $1.89M 0.02% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,610 shares; 2024Q4: 49,151 shares; 2025Q1: 46,766 shares; 2025Q2: 45,378 shares; 2025Q3: 39,663 shares; 2025Q4: 40,308 shares 40,308 $1.89M 0.02% +645 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 12,405 shares; 2025Q3: 13,180 shares; 2025Q4: 14,060 shares 14,060 $1.85M 0.02% +880 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,320 shares; 2024Q4: 147,648 shares; 2025Q1: 139,140 shares; 2025Q2: 143,936 shares; 2025Q3: 140,997 shares; 2025Q4: 143,865 shares 143,865 $1.83M 0.02% +2,868 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,194 shares; 2024Q4: 40,195 shares; 2025Q1: 39,416 shares; 2025Q2: 44,643 shares; 2025Q3: 34,779 shares; 2025Q4: 35,858 shares 35,858 $1.82M 0.02% +1,079 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,364 shares; 2024Q4: 34,135 shares; 2025Q1: 33,154 shares; 2025Q2: 40,375 shares; 2025Q3: 45,629 shares; 2025Q4: 49,665 shares 49,665 $1.82M 0.02% +4,036 Timeline OGIG 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: 34,283 shares; 2024Q4: 32,401 shares; 2025Q1: 31,961 shares; 2025Q2: 31,902 shares; 2025Q3: 34,303 shares; 2025Q4: 34,544 shares 34,544 $1.82M 0.02% +241 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,140 shares; 2024Q4: 29,291 shares; 2025Q1: 26,518 shares; 2025Q2: 25,584 shares; 2025Q3: 25,756 shares; 2025Q4: 24,668 shares 24,668 $1.81M 0.02% -1,088 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,881 shares; 2024Q4: 22,921 shares; 2025Q1: 26,118 shares; 2025Q2: 24,684 shares; 2025Q3: 30,657 shares; 2025Q4: 40,194 shares 40,194 $1.8M 0.02% +9,537 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,806 shares; 2024Q4: 30,928 shares; 2025Q1: 30,407 shares; 2025Q2: 22,591 shares; 2025Q3: 22,443 shares; 2025Q4: 22,984 shares 22,984 $1.79M 0.02% +541 Timeline VNLA 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: 8,035 shares; 2024Q4: 8,607 shares; 2025Q1: 7,447 shares; 2025Q2: 11,442 shares; 2025Q3: 25,875 shares; 2025Q4: 36,207 shares 36,207 $1.78M 0.02% +10,332 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,725 shares; 2025Q1: 6,468 shares; 2025Q2: 7,149 shares; 2025Q3: 8,175 shares; 2025Q4: 7,892 shares 7,892 $1.78M 0.02% -283 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,270 shares; 2024Q4: 14,441 shares; 2025Q1: 11,199 shares; 2025Q2: 13,239 shares; 2025Q3: 17,340 shares; 2025Q4: 39,138 shares 39,138 $1.78M 0.02% +21,798 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,113 shares; 2024Q4: 49,634 shares; 2025Q1: 28,193 shares; 2025Q2: 23,460 shares; 2025Q3: 26,513 shares; 2025Q4: 37,905 shares 37,905 $1.78M 0.02% +11,392 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,711 shares; 2024Q4: 18,417 shares; 2025Q1: 15,706 shares; 2025Q2: 15,448 shares; 2025Q3: 16,303 shares; 2025Q4: 27,814 shares 27,814 $1.77M 0.02% +11,511 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: 24,032 shares; 2024Q4: 24,534 shares; 2025Q1: 23,968 shares; 2025Q2: 23,056 shares; 2025Q3: 22,327 shares; 2025Q4: 20,969 shares 20,969 $1.77M 0.02% -1,358 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 3,367 shares; 2025Q1: 3,873 shares; 2025Q2: 3,850 shares; 2025Q3: 6,477 shares; 2025Q4: 10,842 shares 10,842 $1.76M 0.02% +4,365 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 36,634 shares; 2025Q1: 35,670 shares; 2025Q2: 16,677 shares; 2025Q3: 33,299 shares; 2025Q4: 36,206 shares 36,206 $1.75M 0.02% +2,907 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 8,192 shares; 2025Q1: 7,518 shares; 2025Q2: 8,722 shares; 2025Q3: 9,252 shares; 2025Q4: 9,644 shares 9,644 $1.75M 0.02% +392 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,856 shares; 2024Q4: 41,144 shares; 2025Q1: 31,571 shares; 2025Q2: 31,938 shares; 2025Q3: 31,866 shares; 2025Q4: 30,526 shares 30,526 $1.74M 0.02% -1,340 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: 36,399 shares; 2024Q4: 35,024 shares; 2025Q1: 35,227 shares; 2025Q2: 35,327 shares; 2025Q3: 44,967 shares; 2025Q4: 41,960 shares 41,960 $1.72M 0.02% -3,007 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,609 shares; 2024Q4: 22,593 shares; 2025Q1: 20,311 shares; 2025Q2: 20,422 shares; 2025Q3: 29,281 shares; 2025Q4: 32,289 shares 32,289 $1.72M 0.02% +3,008 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,017 shares; 2024Q4: 9,002 shares; 2025Q1: 8,657 shares; 2025Q2: 8,543 shares; 2025Q3: 8,879 shares; 2025Q4: 8,816 shares 8,816 $1.72M 0.02% -63 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,442 shares; 2024Q4: 22,777 shares; 2025Q1: 22,182 shares; 2025Q2: 22,692 shares; 2025Q3: 23,802 shares; 2025Q4: 24,482 shares 24,482 $1.71M 0.02% +680 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,871 shares; 2025Q3: 41,083 shares; 2025Q4: 47,368 shares 47,368 $1.7M 0.02% +6,285 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 13,512 shares; 2025Q1: 12,747 shares; 2025Q2: 12,525 shares; 2025Q3: 12,113 shares; 2025Q4: 12,063 shares 12,063 $1.7M 0.02% -50 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 8,462 shares; 2025Q1: 126,654 shares; 2025Q2: 11,374 shares; 2025Q3: 15,373 shares; 2025Q4: 14,185 shares 14,185 $1.69M 0.02% -1,188 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,029 shares; 2024Q4: 21,620 shares; 2025Q1: 20,435 shares; 2025Q2: 18,783 shares; 2025Q3: 31,824 shares; 2025Q4: 27,095 shares 27,095 $1.69M 0.02% -4,729 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 6,955 shares; 2025Q1: 6,180 shares; 2025Q2: 6,382 shares; 2025Q3: 6,385 shares; 2025Q4: 6,230 shares 6,230 $1.69M 0.02% -155 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: 14,155 shares; 2024Q4: 18,525 shares; 2025Q1: 19,296 shares; 2025Q2: 22,556 shares; 2025Q3: 25,743 shares; 2025Q4: 27,787 shares 27,787 $1.68M 0.02% +2,044 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,817 shares; 2024Q4: 26,639 shares; 2025Q1: 19,645 shares; 2025Q2: 30,859 shares; 2025Q3: 31,530 shares; 2025Q4: 27,972 shares 27,972 $1.68M 0.02% -3,558 Timeline USMF 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: 40,256 shares; 2024Q4: 40,695 shares; 2025Q1: 37,987 shares; 2025Q2: 37,681 shares; 2025Q3: 34,268 shares; 2025Q4: 32,797 shares 32,797 $1.68M 0.02% -1,471 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 394 shares; 2025Q1: 391 shares; 2025Q2: 850 shares; 2025Q3: 924 shares; 2025Q4: 986 shares 986 $1.67M 0.02% +62 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,413 shares; 2024Q4: 6,021 shares; 2025Q1: 5,072 shares; 2025Q2: 5,615 shares; 2025Q3: 5,785 shares; 2025Q4: 6,030 shares 6,030 $1.66M 0.02% +245 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 26,936 shares; 2025Q1: 25,298 shares; 2025Q2: 10,087 shares; 2025Q3: 13,327 shares; 2025Q4: 13,152 shares 13,152 $1.66M 0.02% -175 Timeline EWX 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: 45,328 shares; 2024Q4: 47,611 shares; 2025Q1: 50,903 shares; 2025Q2: 54,158 shares; 2025Q3: 25,897 shares; 2025Q4: 25,130 shares 25,130 $1.65M 0.02% -767 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,235 shares; 2024Q4: 34,907 shares; 2025Q1: 36,023 shares; 2025Q2: 36,294 shares; 2025Q3: 36,139 shares; 2025Q4: 37,034 shares 37,034 $1.65M 0.02% +895 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: 17,355 shares; 2024Q4: 13,772 shares; 2025Q1: 15,389 shares; 2025Q2: 17,108 shares; 2025Q3: 19,005 shares; 2025Q4: 14,681 shares 14,681 $1.64M 0.02% -4,324 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 8,303 shares; 2025Q1: 7,195 shares; 2025Q2: 10,507 shares; 2025Q3: 22,695 shares; 2025Q4: 32,763 shares 32,763 $1.64M 0.02% +10,068 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: 32,584 shares; 2024Q4: 36,477 shares; 2025Q1: 39,053 shares; 2025Q2: 40,705 shares; 2025Q3: 41,016 shares; 2025Q4: 45,182 shares 45,182 $1.64M 0.02% +4,166 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,693 shares; 2024Q4: 64,155 shares; 2025Q1: 45,465 shares; 2025Q2: 41,140 shares; 2025Q3: 43,752 shares; 2025Q4: 54,557 shares 54,557 $1.63M 0.02% +10,805 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 10,125 shares; 2025Q1: 9,862 shares; 2025Q2: 9,346 shares; 2025Q3: 9,445 shares; 2025Q4: 9,177 shares 9,177 $1.63M 0.02% -268 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 13,831 shares; 2025Q1: 14,018 shares; 2025Q2: 25,837 shares; 2025Q3: 25,514 shares; 2025Q4: 25,449 shares 25,449 $1.62M 0.02% -65 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,928 shares 107,928 $1.62M 0.02% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 16,979 shares; 2025Q1: 17,181 shares; 2025Q2: 17,958 shares; 2025Q3: 18,660 shares; 2025Q4: 19,042 shares 19,042 $1.62M 0.02% +382 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,808 shares; 2024Q4: 25,965 shares; 2025Q1: 25,087 shares; 2025Q2: 24,269 shares; 2025Q3: 24,202 shares; 2025Q4: 24,330 shares 24,330 $1.61M 0.02% +128 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,210 shares; 2024Q4: 52,130 shares; 2025Q1: 52,147 shares; 2025Q2: 52,164 shares; 2025Q3: 50,447 shares; 2025Q4: 45,006 shares 45,006 $1.6M 0.02% -5,441 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,065 shares; 2024Q4: 52,909 shares; 2025Q1: 42,332 shares; 2025Q2: 39,965 shares; 2025Q3: 37,762 shares; 2025Q4: 31,470 shares 31,470 $1.6M 0.02% -6,292 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,069 shares; 2025Q1: 7,588 shares; 2025Q2: 6,710 shares; 2025Q3: 6,854 shares; 2025Q4: 7,761 shares 7,761 $1.59M 0.02% +907 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,454 shares; 2024Q4: 16,640 shares; 2025Q1: 15,409 shares; 2025Q2: 48,748 shares; 2025Q3: 47,285 shares; 2025Q4: 37,349 shares 37,349 $1.59M 0.02% -9,936 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,697 shares; 2025Q4: 34,663 shares 34,663 $1.59M 0.02% +966 Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,473,285 shares 4,473,285 $1.57M 0.02% new Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,617 shares; 2025Q4: 64,272 shares 64,272 $1.57M 0.02% +55,655 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 5,895 shares; 2025Q1: 4,173 shares; 2025Q2: 3,804 shares; 2025Q3: 4,206 shares; 2025Q4: 5,646 shares 5,646 $1.55M 0.02% +1,440 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,980 shares; 2025Q1: 6,012 shares; 2025Q2: 6,787 shares; 2025Q3: 6,918 shares; 2025Q4: 7,049 shares 7,049 $1.55M 0.02% +131 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 13,064 shares; 2025Q1: 11,551 shares; 2025Q2: 12,048 shares; 2025Q3: 8,448 shares; 2025Q4: 8,728 shares 8,728 $1.53M 0.02% +280 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,552 shares; 2025Q1: 14,455 shares; 2025Q2: 13,441 shares; 2025Q3: 11,955 shares; 2025Q4: 10,734 shares 10,734 $1.53M 0.02% -1,221 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,030 shares; 2025Q3: 32,819 shares; 2025Q4: 39,723 shares 39,723 $1.53M 0.02% +6,904 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 20,562 shares; 2025Q1: 19,579 shares; 2025Q2: 19,743 shares; 2025Q3: 19,604 shares; 2025Q4: 19,364 shares 19,364 $1.52M 0.02% -240 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 3,628 shares; 2025Q1: not reported; 2025Q2: 3,763 shares; 2025Q3: 5,651 shares; 2025Q4: 25,405 shares 25,405 $1.52M 0.02% +19,754 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,985 shares; 2024Q4: 304,934 shares; 2025Q1: 188,707 shares; 2025Q2: 178,526 shares; 2025Q3: 135,068 shares; 2025Q4: 107,364 shares 107,364 $1.52M 0.02% -27,704 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: 209,758 shares; 2024Q4: 201,148 shares; 2025Q1: 178,615 shares; 2025Q2: 184,547 shares; 2025Q3: 109,950 shares; 2025Q4: 102,699 shares 102,699 $1.52M 0.02% -7,251 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: 32,858 shares; 2024Q4: 38,373 shares; 2025Q1: 36,740 shares; 2025Q2: 46,218 shares; 2025Q3: 41,854 shares; 2025Q4: 41,915 shares 41,915 $1.52M 0.02% +61 Timeline SJNK 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: 53,868 shares; 2024Q4: 63,975 shares; 2025Q1: 308,202 shares; 2025Q2: 50,970 shares; 2025Q3: 59,162 shares; 2025Q4: 60,029 shares 60,029 $1.52M 0.02% +867 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,933 shares; 2025Q2: 58,138 shares; 2025Q3: 39,565 shares; 2025Q4: 43,145 shares 43,145 $1.52M 0.02% +3,580 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,194 shares; 2024Q4: 72,808 shares; 2025Q1: 65,916 shares; 2025Q2: 64,314 shares; 2025Q3: 54,062 shares; 2025Q4: 55,185 shares 55,185 $1.52M 0.02% +1,123 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,199 shares; 2024Q4: 45,867 shares; 2025Q1: 30,687 shares; 2025Q2: 32,259 shares; 2025Q3: 31,498 shares; 2025Q4: 29,502 shares 29,502 $1.51M 0.02% -1,996 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 11,501 shares; 2025Q1: 9,210 shares; 2025Q2: 7,748 shares; 2025Q3: 15,690 shares; 2025Q4: 17,490 shares 17,490 $1.51M 0.02% +1,800 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,193 shares; 2024Q4: 24,670 shares; 2025Q1: 22,653 shares; 2025Q2: 19,255 shares; 2025Q3: 19,285 shares; 2025Q4: 15,525 shares 15,525 $1.5M 0.02% -3,760 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 5,381 shares; 2025Q1: 4,284 shares; 2025Q2: 3,201 shares; 2025Q3: 3,092 shares; 2025Q4: 3,299 shares 3,299 $1.5M 0.02% +207 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,807 shares; 2025Q2: 15,851 shares; 2025Q3: 19,629 shares; 2025Q4: 37,783 shares 37,783 $1.49M 0.02% +18,154 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,778 shares; 2025Q1: 6,405 shares; 2025Q2: 13,643 shares; 2025Q3: 18,681 shares; 2025Q4: 19,359 shares 19,359 $1.48M 0.02% +678 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,128 shares; 2024Q4: 66,850 shares; 2025Q1: 66,928 shares; 2025Q2: 26,764 shares; 2025Q3: 49,062 shares; 2025Q4: 51,896 shares 51,896 $1.48M 0.02% +2,834 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 19,857 shares; 2025Q1: 18,986 shares; 2025Q2: 15,934 shares; 2025Q3: 15,842 shares; 2025Q4: 16,153 shares 16,153 $1.48M 0.02% +311 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: 10,223 shares; 2024Q4: 9,459 shares; 2025Q1: 8,879 shares; 2025Q2: 8,884 shares; 2025Q3: 7,963 shares; 2025Q4: 7,622 shares 7,622 $1.48M 0.02% -341 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,818 shares; 2024Q4: 14,448 shares; 2025Q1: 16,583 shares; 2025Q2: 17,074 shares; 2025Q3: 17,196 shares; 2025Q4: 16,391 shares 16,391 $1.48M 0.02% -805 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 11,184 shares; 2025Q1: 8,571 shares; 2025Q2: 3,985 shares; 2025Q3: 13,098 shares; 2025Q4: 11,568 shares 11,568 $1.47M 0.02% -1,530 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,145 shares; 2024Q4: 25,969 shares; 2025Q1: 28,707 shares; 2025Q2: 33,507 shares; 2025Q3: 38,764 shares; 2025Q4: 31,215 shares 31,215 $1.45M 0.02% -7,549 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 12,282 shares; 2025Q1: 10,790 shares; 2025Q2: 10,786 shares; 2025Q3: 11,539 shares; 2025Q4: 11,433 shares 11,433 $1.45M 0.02% -106 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,960 shares; 2024Q4: 41,870 shares; 2025Q1: 27,021 shares; 2025Q2: 28,578 shares; 2025Q3: 32,260 shares; 2025Q4: 30,141 shares 30,141 $1.45M 0.02% -2,119 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,563 shares; 2024Q4: 15,341 shares; 2025Q1: 28,292 shares; 2025Q2: 31,372 shares; 2025Q3: 30,147 shares; 2025Q4: 30,191 shares 30,191 $1.44M 0.02% +44 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: 3,331 shares; 2024Q4: 3,550 shares; 2025Q1: 3,624 shares; 2025Q2: 3,767 shares; 2025Q3: 3,676 shares; 2025Q4: 3,888 shares 3,888 $1.44M 0.02% +212 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 7,610 shares; 2025Q1: 5,971 shares; 2025Q2: 5,948 shares; 2025Q3: 8,252 shares; 2025Q4: 6,903 shares 6,903 $1.44M 0.02% -1,349 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: 21,917 shares 21,917 $1.43M 0.02% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 46,230 shares; 2025Q1: 49,651 shares; 2025Q2: 47,551 shares; 2025Q3: 47,747 shares; 2025Q4: 58,417 shares 58,417 $1.43M 0.02% +10,670 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,619 shares; 2025Q1: 6,808 shares; 2025Q2: 7,429 shares; 2025Q3: 11,141 shares; 2025Q4: 7,347 shares 7,347 $1.43M 0.02% -3,794 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,390 shares; 2024Q4: 11,195 shares; 2025Q1: 9,481 shares; 2025Q2: 18,578 shares; 2025Q3: 18,969 shares; 2025Q4: 19,368 shares 19,368 $1.43M 0.02% +399 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: 15,415 shares; 2024Q4: 15,394 shares; 2025Q1: 14,983 shares; 2025Q2: 14,525 shares; 2025Q3: 14,242 shares; 2025Q4: 14,291 shares 14,291 $1.43M 0.02% +49 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,336 shares; 2024Q4: 42,341 shares; 2025Q1: 47,466 shares; 2025Q2: 48,654 shares; 2025Q3: 49,843 shares; 2025Q4: 46,752 shares 46,752 $1.42M 0.02% -3,091 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,916 shares; 2024Q4: 36,976 shares; 2025Q1: 33,428 shares; 2025Q2: 32,556 shares; 2025Q3: 30,270 shares; 2025Q4: 25,285 shares 25,285 $1.42M 0.02% -4,985 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,583 shares; 2025Q1: 6,627 shares; 2025Q2: 6,671 shares; 2025Q3: 7,292 shares; 2025Q4: 7,158 shares 7,158 $1.41M 0.02% -134 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 14,137 shares; 2025Q1: 13,129 shares; 2025Q2: 14,110 shares; 2025Q3: 15,439 shares; 2025Q4: 15,197 shares 15,197 $1.4M 0.02% -242 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: 42,603 shares; 2024Q4: 45,398 shares; 2025Q1: 30,431 shares; 2025Q2: 28,313 shares; 2025Q3: 27,714 shares; 2025Q4: 27,781 shares 27,781 $1.4M 0.02% +67 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,203 shares; 2024Q4: 96,698 shares; 2025Q1: 71,426 shares; 2025Q2: 69,785 shares; 2025Q3: 125,694 shares; 2025Q4: 79,844 shares 79,844 $1.39M 0.02% -45,850 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,298 shares; 2024Q4: 44,222 shares; 2025Q1: 43,693 shares; 2025Q2: 48,392 shares; 2025Q3: 56,534 shares; 2025Q4: 58,358 shares 58,358 $1.38M 0.02% +1,824 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,148 shares; 2024Q4: 16,661 shares; 2025Q1: 13,283 shares; 2025Q2: 13,280 shares; 2025Q3: 14,303 shares; 2025Q4: 14,687 shares 14,687 $1.38M 0.02% +384 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,751 shares; 2024Q4: 165,773 shares; 2025Q1: 165,722 shares; 2025Q2: 165,758 shares; 2025Q3: 165,788 shares; 2025Q4: 165,848 shares 165,848 $1.38M 0.02% +60 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: 227,668 shares; 2024Q4: 231,573 shares; 2025Q1: 12,920 shares; 2025Q2: 12,125 shares; 2025Q3: 11,787 shares; 2025Q4: 12,138 shares 12,138 $1.38M 0.02% +351 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,265 shares; 2024Q4: 48,753 shares; 2025Q1: 40,763 shares; 2025Q2: 95,326 shares; 2025Q3: 94,268 shares; 2025Q4: 77,792 shares 77,792 $1.38M 0.02% -16,476 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,373 shares; 2025Q1: 13,936 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares; 2025Q4: 7,901 shares 7,901 $1.38M 0.02% -28 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,152 shares; 2024Q4: 125,681 shares; 2025Q1: 137,556 shares; 2025Q2: 121,047 shares; 2025Q3: 107,128 shares; 2025Q4: 83,403 shares 83,403 $1.37M 0.02% -23,725 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 8,449 shares; 2025Q1: 7,815 shares; 2025Q2: 5,612 shares; 2025Q3: 5,610 shares; 2025Q4: 5,433 shares 5,433 $1.36M 0.02% -177 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 30,341 shares; 2025Q1: 29,465 shares; 2025Q2: 8,083 shares; 2025Q3: 20,410 shares; 2025Q4: 27,350 shares 27,350 $1.35M 0.02% +6,940 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,471 shares; 2024Q4: 31,434 shares; 2025Q1: 31,676 shares; 2025Q2: 8,904 shares; 2025Q3: 8,059 shares; 2025Q4: 7,418 shares 7,418 $1.35M 0.02% -641 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,833 shares; 2025Q1: 15,165 shares; 2025Q2: 14,757 shares; 2025Q3: 17,046 shares; 2025Q4: 16,437 shares 16,437 $1.35M 0.02% -609 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,555 shares; 2024Q4: 15,293 shares; 2025Q1: 32,035 shares; 2025Q2: 29,068 shares; 2025Q3: 30,202 shares; 2025Q4: 32,404 shares 32,404 $1.34M 0.02% +2,202 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,485 shares; 2024Q4: 104,292 shares; 2025Q1: 87,450 shares; 2025Q2: 84,596 shares; 2025Q3: 91,512 shares; 2025Q4: 110,512 shares 110,512 $1.33M 0.02% +19,000 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 12,385 shares; 2025Q1: 10,069 shares; 2025Q2: 9,128 shares; 2025Q3: 10,282 shares; 2025Q4: 9,586 shares 9,586 $1.32M 0.01% -696 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,653 shares; 2024Q4: 32,459 shares; 2025Q1: 32,560 shares; 2025Q2: 32,578 shares; 2025Q3: 33,352 shares; 2025Q4: 34,252 shares 34,252 $1.32M 0.01% +900 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 9,767 shares; 2025Q1: 9,724 shares; 2025Q2: 10,324 shares; 2025Q3: 10,112 shares; 2025Q4: 9,973 shares 9,973 $1.32M 0.01% -139 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,861 shares; 2025Q1: 5,763 shares; 2025Q2: 7,542 shares; 2025Q3: 7,213 shares; 2025Q4: 4,719 shares 4,719 $1.32M 0.01% -2,494 Timeline VRIG 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: 38,868 shares; 2025Q2: 39,747 shares; 2025Q3: 45,510 shares; 2025Q4: 52,153 shares 52,153 $1.31M 0.01% +6,643 Timeline NANR 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: 12,130 shares; 2024Q4: 15,003 shares; 2025Q1: 16,010 shares; 2025Q2: 16,639 shares; 2025Q3: 17,410 shares; 2025Q4: 19,109 shares 19,109 $1.3M 0.01% +1,699 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,490 shares; 2024Q4: 38,094 shares; 2025Q1: 30,448 shares; 2025Q2: 28,616 shares; 2025Q3: 35,558 shares; 2025Q4: 22,186 shares 22,186 $1.3M 0.01% -13,372 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,224 shares; 2025Q1: 11,053 shares; 2025Q2: 23,807 shares; 2025Q3: 13,029 shares; 2025Q4: 13,008 shares 13,008 $1.29M 0.01% -21 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,249 shares; 2025Q1: 8,530 shares; 2025Q2: 18,458 shares; 2025Q3: 20,660 shares; 2025Q4: 22,761 shares 22,761 $1.29M 0.01% +2,101 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,340 shares; 2024Q4: 50,773 shares; 2025Q1: 40,524 shares; 2025Q2: 43,934 shares; 2025Q3: 51,222 shares; 2025Q4: 58,542 shares 58,542 $1.29M 0.01% +7,320 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,333 shares; 2024Q4: 11,789 shares; 2025Q1: 12,330 shares; 2025Q2: 12,737 shares; 2025Q3: 13,673 shares; 2025Q4: 13,541 shares 13,541 $1.29M 0.01% -132 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,060 shares; 2025Q1: 3,059 shares; 2025Q2: 2,422 shares; 2025Q3: 2,456 shares; 2025Q4: 5,895 shares 5,895 $1.29M 0.01% +3,439 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: 4,135 shares; 2024Q4: 4,180 shares; 2025Q1: 2,427 shares; 2025Q2: 2,333 shares; 2025Q3: 4,882 shares; 2025Q4: 7,864 shares 7,864 $1.28M 0.01% +2,982 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,936 shares; 2024Q4: 52,721 shares; 2025Q1: 28,570 shares; 2025Q2: 28,232 shares; 2025Q3: 29,063 shares; 2025Q4: 31,150 shares 31,150 $1.28M 0.01% +2,087 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: 2,034 shares; 2024Q4: 1,986 shares; 2025Q1: 1,807 shares; 2025Q2: 1,836 shares; 2025Q3: 2,437 shares; 2025Q4: 2,883 shares 2,883 $1.28M 0.01% +446 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,133 shares; 2024Q4: 17,433 shares; 2025Q1: 16,075 shares; 2025Q2: 15,869 shares; 2025Q3: 16,288 shares; 2025Q4: 16,220 shares 16,220 $1.28M 0.01% -68 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: 10,385 shares; 2024Q4: 35,268 shares; 2025Q1: 37,856 shares; 2025Q2: 11,461 shares; 2025Q3: 53,633 shares; 2025Q4: 53,635 shares 53,635 $1.28M 0.01% +2 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 14,183 shares; 2025Q1: 13,254 shares; 2025Q2: 10,517 shares; 2025Q3: 14,659 shares; 2025Q4: 14,991 shares 14,991 $1.28M 0.01% +332 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,254 shares; 2025Q1: 9,254 shares; 2025Q2: 10,660 shares; 2025Q3: 18,823 shares; 2025Q4: 18,990 shares 18,990 $1.27M 0.01% +167 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 10,811 shares; 2025Q1: 6,146 shares; 2025Q2: 10,063 shares; 2025Q3: 8,158 shares; 2025Q4: 8,650 shares 8,650 $1.27M 0.01% +492 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: 4,556 shares; 2024Q4: 4,404 shares; 2025Q1: 4,105 shares; 2025Q2: 10,747 shares; 2025Q3: 12,127 shares; 2025Q4: 11,581 shares 11,581 $1.27M 0.01% -546 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,258 shares; 2025Q4: 39,536 shares 39,536 $1.25M 0.01% +18,278 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,431 shares; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 5,303 shares 5,303 $1.25M 0.01% -112 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 10,220 shares; 2025Q1: 10,145 shares; 2025Q2: 9,839 shares; 2025Q3: 9,936 shares; 2025Q4: 10,540 shares 10,540 $1.25M 0.01% +604 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,079 shares; 2024Q4: 129,270 shares; 2025Q1: 116,742 shares; 2025Q2: 127,288 shares; 2025Q3: 31,981 shares; 2025Q4: 25,672 shares 25,672 $1.25M 0.01% -6,309 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,716 shares; 2024Q4: 6,876 shares; 2025Q1: 6,681 shares; 2025Q2: 6,554 shares; 2025Q3: 7,137 shares; 2025Q4: 7,382 shares 7,382 $1.24M 0.01% +245 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 2,264 shares; 2025Q1: 1,976 shares; 2025Q2: 1,934 shares; 2025Q3: 1,872 shares; 2025Q4: 2,657 shares 2,657 $1.24M 0.01% +785 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: 18,254 shares; 2024Q4: 16,254 shares; 2025Q1: 24,717 shares; 2025Q2: 41,944 shares; 2025Q3: 52,928 shares; 2025Q4: 63,982 shares 63,982 $1.24M 0.01% +11,054 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: 66,028 shares; 2024Q4: 61,898 shares; 2025Q1: 56,803 shares; 2025Q2: 52,890 shares; 2025Q3: 43,896 shares; 2025Q4: 60,055 shares 60,055 $1.24M 0.01% +16,159 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,695 shares; 2024Q4: 31,012 shares; 2025Q1: 29,711 shares; 2025Q2: 32,443 shares; 2025Q3: 31,025 shares; 2025Q4: 32,456 shares 32,456 $1.24M 0.01% +1,431 Timeline SSO 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: 13,241 shares; 2024Q4: 12,640 shares; 2025Q1: 13,441 shares; 2025Q2: 12,557 shares; 2025Q3: 11,219 shares; 2025Q4: 21,285 shares 21,285 $1.23M 0.01% +10,066 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,235 shares; 2024Q4: 30,585 shares; 2025Q1: 14,505 shares; 2025Q2: 13,650 shares; 2025Q3: 13,979 shares; 2025Q4: 13,905 shares 13,905 $1.23M 0.01% -74 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,302 shares; 2024Q4: 95,558 shares; 2025Q1: 91,464 shares; 2025Q2: 89,701 shares; 2025Q3: 90,446 shares; 2025Q4: 105,236 shares 105,236 $1.22M 0.01% +14,790 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,457 shares; 2025Q2: 10,310 shares; 2025Q3: 9,869 shares; 2025Q4: 10,350 shares 10,350 $1.22M 0.01% +481 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: 4,279 shares; 2024Q4: 4,105 shares; 2025Q1: 4,173 shares; 2025Q2: 4,204 shares; 2025Q3: 4,798 shares; 2025Q4: 4,705 shares 4,705 $1.22M 0.01% -93 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: 36,024 shares; 2024Q4: 18,261 shares; 2025Q1: 14,448 shares; 2025Q2: 14,660 shares; 2025Q3: 14,034 shares; 2025Q4: 14,051 shares 14,051 $1.21M 0.01% +17 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,910 shares; 2024Q4: 16,347 shares; 2025Q1: 17,139 shares; 2025Q2: 17,909 shares; 2025Q3: 20,036 shares; 2025Q4: 20,828 shares 20,828 $1.2M 0.01% +792 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,806 shares; 2024Q4: 29,828 shares; 2025Q1: 29,878 shares; 2025Q2: 25,178 shares; 2025Q3: 41,778 shares; 2025Q4: 43,465 shares 43,465 $1.2M 0.01% +1,687 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,443 shares; 2024Q4: 67,173 shares; 2025Q1: 55,922 shares; 2025Q2: 58,476 shares; 2025Q3: 62,393 shares; 2025Q4: 59,259 shares 59,259 $1.2M 0.01% -3,134 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: 18,518 shares; 2024Q4: 18,040 shares; 2025Q1: 17,401 shares; 2025Q2: 19,039 shares; 2025Q3: 19,279 shares; 2025Q4: 19,787 shares 19,787 $1.19M 0.01% +508 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,991 shares; 2024Q4: 28,534 shares; 2025Q1: 30,356 shares; 2025Q2: 25,225 shares; 2025Q3: 30,292 shares; 2025Q4: 24,279 shares 24,279 $1.19M 0.01% -6,013 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,819 shares; 2024Q4: 61,546 shares; 2025Q1: 49,000 shares; 2025Q2: 42,354 shares; 2025Q3: 39,931 shares; 2025Q4: 34,316 shares 34,316 $1.19M 0.01% -5,615 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 10,334 shares; 2025Q1: 9,639 shares; 2025Q2: 8,944 shares; 2025Q3: 9,034 shares; 2025Q4: 9,050 shares 9,050 $1.19M 0.01% +16 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 8,511 shares; 2025Q1: 7,794 shares; 2025Q2: 8,414 shares; 2025Q3: 8,479 shares; 2025Q4: 7,833 shares 7,833 $1.19M 0.01% -646 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,713 shares; 2024Q4: 24,779 shares; 2025Q1: 24,054 shares; 2025Q2: 26,053 shares; 2025Q3: 26,716 shares; 2025Q4: 25,116 shares 25,116 $1.18M 0.01% -1,600 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: 25,451 shares; 2024Q4: 26,671 shares; 2025Q1: 45,647 shares; 2025Q2: 40,872 shares; 2025Q3: 18,789 shares; 2025Q4: 21,723 shares 21,723 $1.16M 0.01% +2,934 Timeline DAPR 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: 32,751 shares; 2024Q4: 31,651 shares; 2025Q1: 31,451 shares; 2025Q2: 31,451 shares; 2025Q3: 29,551 shares; 2025Q4: 29,551 shares 29,551 $1.16M 0.01% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,257 shares 23,257 $1.16M 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,394 shares; 2025Q1: 949 shares; 2025Q2: 928 shares; 2025Q3: 1,069 shares; 2025Q4: 1,147 shares 1,147 $1.16M 0.01% +78 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,422 shares; 2024Q4: 25,320 shares; 2025Q1: 23,898 shares; 2025Q2: 22,854 shares; 2025Q3: 22,829 shares; 2025Q4: 23,801 shares 23,801 $1.15M 0.01% +972 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 13,824 shares; 2025Q1: 7,626 shares; 2025Q2: 16,380 shares; 2025Q3: 5,374 shares; 2025Q4: 6,203 shares 6,203 $1.15M 0.01% +829 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: not reported; 2025Q2: not reported; 2025Q3: 25,943 shares; 2025Q4: 25,720 shares 25,720 $1.15M 0.01% -223 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,888 shares; 2024Q4: 7,901 shares; 2025Q1: 6,918 shares; 2025Q2: 10,032 shares; 2025Q3: 13,966 shares; 2025Q4: 7,414 shares 7,414 $1.15M 0.01% -6,552 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 30,315 shares; 2025Q1: 23,009 shares; 2025Q2: 22,911 shares; 2025Q3: 21,659 shares; 2025Q4: 26,397 shares 26,397 $1.14M 0.01% +4,738 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,982 shares; 2025Q4: 39,570 shares 39,570 $1.14M 0.01% +21,588 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 54,634 shares; 2025Q1: 48,649 shares; 2025Q2: 9,740 shares; 2025Q3: 10,201 shares; 2025Q4: 11,183 shares 11,183 $1.14M 0.01% +982 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: 47,223 shares; 2024Q4: 48,101 shares; 2025Q1: 48,157 shares; 2025Q2: 38,232 shares; 2025Q3: 43,533 shares; 2025Q4: 44,762 shares 44,762 $1.14M 0.01% +1,229 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,400 shares; 2025Q1: 10,481 shares; 2025Q2: not reported; 2025Q3: 7,187 shares; 2025Q4: 16,796 shares 16,796 $1.13M 0.01% +9,609 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 7,842 shares; 2025Q1: 6,081 shares; 2025Q2: 5,852 shares; 2025Q3: 7,541 shares; 2025Q4: 4,944 shares 4,944 $1.13M 0.01% -2,597 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 6,773 shares; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 8,912 shares; 2025Q4: 9,931 shares 9,931 $1.13M 0.01% +1,019 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: 6,452 shares; 2024Q4: 6,516 shares; 2025Q1: 8,359 shares; 2025Q2: 11,116 shares; 2025Q3: 12,302 shares; 2025Q4: 12,605 shares 12,605 $1.13M 0.01% +303 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,860 shares; 2025Q2: 14,367 shares; 2025Q3: 30,127 shares; 2025Q4: 31,924 shares 31,924 $1.13M 0.01% +1,797 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,998 shares; 2024Q4: 98,276 shares; 2025Q1: 96,717 shares; 2025Q2: 102,400 shares; 2025Q3: 108,515 shares; 2025Q4: 108,515 shares 108,515 $1.13M 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 10,033 shares; 2025Q1: 3,875 shares; 2025Q2: 11,512 shares; 2025Q3: 12,580 shares; 2025Q4: 10,373 shares 10,373 $1.12M 0.01% -2,207 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: 65,818 shares; 2024Q4: 70,753 shares; 2025Q1: 66,685 shares; 2025Q2: 68,423 shares; 2025Q3: 71,155 shares; 2025Q4: 64,848 shares 64,848 $1.12M 0.01% -6,307 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: 4,807 shares; 2024Q4: 4,821 shares; 2025Q1: 4,826 shares; 2025Q2: 5,349 shares; 2025Q3: 5,465 shares; 2025Q4: 5,474 shares 5,474 $1.12M 0.01% +9 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,106 shares; 2024Q4: 22,679 shares; 2025Q1: 16,426 shares; 2025Q2: 15,226 shares; 2025Q3: 15,777 shares; 2025Q4: 11,455 shares 11,455 $1.12M 0.01% -4,322 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 10,513 shares; 2025Q1: 7,827 shares; 2025Q2: 8,127 shares; 2025Q3: 8,519 shares; 2025Q4: 8,624 shares 8,624 $1.11M 0.01% +105 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,342 shares; 2024Q4: 30,879 shares; 2025Q1: 31,394 shares; 2025Q2: 20,734 shares; 2025Q3: 39,341 shares; 2025Q4: 16,027 shares 16,027 $1.11M 0.01% -23,314 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,419 shares; 2024Q4: 11,495 shares; 2025Q1: 9,402 shares; 2025Q2: 8,470 shares; 2025Q3: 9,955 shares; 2025Q4: 10,189 shares 10,189 $1.11M 0.01% +234 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 8,102 shares; 2025Q1: 6,935 shares; 2025Q2: 6,391 shares; 2025Q3: 5,515 shares; 2025Q4: 6,548 shares 6,548 $1.11M 0.01% +1,033 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,118 shares; 2024Q4: 16,007 shares; 2025Q1: 14,503 shares; 2025Q2: 12,781 shares; 2025Q3: 19,991 shares; 2025Q4: 22,392 shares 22,392 $1.1M 0.01% +2,401 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,721 shares 48,721 $1.09M 0.01% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,170 shares; 2025Q4: 12,135 shares 12,135 $1.09M 0.01% -94,035 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: not reported; 2024Q4: 19,109 shares; 2025Q1: 24,107 shares; 2025Q2: 14,743 shares; 2025Q3: 51,868 shares; 2025Q4: 48,633 shares 48,633 $1.09M 0.01% -3,235 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,468 shares; 2025Q2: 46,893 shares; 2025Q3: 52,280 shares; 2025Q4: 39,821 shares 39,821 $1.09M 0.01% -12,459 Timeline VCSH 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: 7,380 shares; 2024Q4: 11,441 shares; 2025Q1: 11,276 shares; 2025Q2: 12,492 shares; 2025Q3: 13,617 shares; 2025Q4: 13,584 shares 13,584 $1.08M 0.01% -33 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: 74,400 shares; 2024Q4: 74,019 shares; 2025Q1: 67,228 shares; 2025Q2: 62,875 shares; 2025Q3: 58,491 shares; 2025Q4: 52,359 shares 52,359 $1.08M 0.01% -6,132 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: 2,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,335 shares 12,335 $1.08M 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,426 shares; 2024Q4: 2,707 shares; 2025Q1: 2,836 shares; 2025Q2: 2,657 shares; 2025Q3: 6,054 shares; 2025Q4: 6,747 shares 6,747 $1.07M 0.01% +693 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 19,614 shares; 2025Q1: 25,019 shares; 2025Q2: 21,269 shares; 2025Q3: 20,812 shares; 2025Q4: 15,577 shares 15,577 $1.06M 0.01% -5,235 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: 10,660 shares; 2024Q4: 10,144 shares; 2025Q1: 8,460 shares; 2025Q2: 8,882 shares; 2025Q3: 8,786 shares; 2025Q4: 8,694 shares 8,694 $1.05M 0.01% -92 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares; 2025Q4: 3,699 shares 3,699 $1.05M 0.01% -94 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 3,430 shares; 2025Q1: 1,699 shares; 2025Q2: 1,587 shares; 2025Q3: 7,894 shares; 2025Q4: 7,693 shares 7,693 $1.05M 0.01% -201 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,239 shares; 2024Q4: 44,283 shares; 2025Q1: 44,313 shares; 2025Q2: 34,352 shares; 2025Q3: 39,588 shares; 2025Q4: 40,767 shares 40,767 $1.05M 0.01% +1,179 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,476 shares; 2025Q2: 8,596 shares; 2025Q3: 20,642 shares; 2025Q4: 26,826 shares 26,826 $1.04M 0.01% +6,184 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,665 shares; 2025Q1: 11,613 shares; 2025Q2: 9,038 shares; 2025Q3: 11,981 shares; 2025Q4: 12,462 shares 12,462 $1.04M 0.01% +481 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,311 shares; 2024Q4: 13,476 shares; 2025Q1: 10,551 shares; 2025Q2: 10,182 shares; 2025Q3: 10,148 shares; 2025Q4: 11,309 shares 11,309 $1.04M 0.01% +1,161 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,644 shares; 2024Q4: 6,445 shares; 2025Q1: 6,097 shares; 2025Q2: 5,741 shares; 2025Q3: 12,503 shares; 2025Q4: 14,069 shares 14,069 $1.04M 0.01% +1,566 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: 20,523 shares; 2024Q4: 21,061 shares; 2025Q1: 22,845 shares; 2025Q2: 22,751 shares; 2025Q3: 22,952 shares; 2025Q4: 23,735 shares 23,735 $1.04M 0.01% +783 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: 14,189 shares; 2024Q4: 14,109 shares; 2025Q1: 15,306 shares; 2025Q2: 14,735 shares; 2025Q3: 17,504 shares; 2025Q4: 17,133 shares 17,133 $1.03M 0.01% -371 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,374 shares; 2024Q4: 36,967 shares; 2025Q1: 32,638 shares; 2025Q2: 36,259 shares; 2025Q3: 37,135 shares; 2025Q4: 35,043 shares 35,043 $1.03M 0.01% -2,092 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 134,536 shares; 2025Q4: 220,142 shares 220,142 $1.03M 0.01% +85,606 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 12,928 shares; 2025Q1: 19,683 shares; 2025Q2: 39,870 shares; 2025Q3: 44,463 shares; 2025Q4: 38,777 shares 38,777 $1.03M 0.01% -5,686 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,138 shares; 2025Q3: 15,208 shares; 2025Q4: 20,241 shares 20,241 $1.02M 0.01% +5,033 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,417 shares; 2025Q3: 13,836 shares; 2025Q4: 13,787 shares 13,787 $1.02M 0.01% -49 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: 18,206 shares; 2024Q4: 18,758 shares; 2025Q1: 19,206 shares; 2025Q2: 17,790 shares; 2025Q3: 18,566 shares; 2025Q4: 19,502 shares 19,502 $1.01M 0.01% +936 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,835 shares; 2024Q4: 8,378 shares; 2025Q1: 7,782 shares; 2025Q2: 7,908 shares; 2025Q3: 8,310 shares; 2025Q4: 8,492 shares 8,492 $1.01M 0.01% +182 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,721 shares; 2024Q4: 15,104 shares; 2025Q1: 3,578 shares; 2025Q2: 4,982 shares; 2025Q3: 5,046 shares; 2025Q4: 5,450 shares 5,450 $1.01M 0.01% +404 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,574 shares; 2025Q1: 2,346 shares; 2025Q2: 2,214 shares; 2025Q3: 7,210 shares; 2025Q4: 7,274 shares 7,274 $1M 0.01% +64 Timeline HYMB 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: 282,740 shares; 2024Q4: 214,157 shares; 2025Q1: 36,646 shares; 2025Q2: 29,074 shares; 2025Q3: 42,653 shares; 2025Q4: 40,154 shares 40,154 $1M 0.01% -2,499 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,183 shares; 2025Q2: 25,707 shares; 2025Q3: 23,719 shares; 2025Q4: 25,542 shares 25,542 $999K 0.01% +1,823 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,781 shares; 2025Q3: 41,907 shares; 2025Q4: 42,632 shares 42,632 $998K 0.01% +725 Timeline QDVO 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: 34,324 shares 34,324 $996K 0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 7,344 shares; 2025Q1: 5,652 shares; 2025Q2: 5,479 shares; 2025Q3: 6,146 shares; 2025Q4: 11,143 shares 11,143 $994K 0.01% +4,997 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: 4,317 shares; 2024Q4: 4,899 shares; 2025Q1: 3,886 shares; 2025Q2: 2,557 shares; 2025Q3: 2,812 shares; 2025Q4: 2,806 shares 2,806 $990K 0.01% -6 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 21,648 shares; 2025Q1: 18,162 shares; 2025Q2: 8,398 shares; 2025Q3: 12,023 shares; 2025Q4: 12,263 shares 12,263 $989K 0.01% +240 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,760 shares; 2024Q4: 28,741 shares; 2025Q1: 28,712 shares; 2025Q2: 20,804 shares; 2025Q3: 20,839 shares; 2025Q4: 21,440 shares 21,440 $988K 0.01% +601 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 7,316 shares; 2025Q1: 7,002 shares; 2025Q2: 7,316 shares; 2025Q3: 7,279 shares; 2025Q4: 6,994 shares 6,994 $987K 0.01% -285 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,347 shares; 2025Q4: 28,658 shares 28,658 $985K 0.01% +5,311 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: 11,473 shares; 2024Q4: 11,453 shares; 2025Q1: 10,506 shares; 2025Q2: 10,477 shares; 2025Q3: 10,399 shares; 2025Q4: 10,069 shares 10,069 $985K 0.01% -330 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 10,309 shares; 2025Q1: 9,817 shares; 2025Q2: 9,494 shares; 2025Q3: 8,050 shares; 2025Q4: 9,805 shares 9,805 $980K 0.01% +1,755 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 910 shares; 2025Q1: 781 shares; 2025Q2: 1,028 shares; 2025Q3: 2,819 shares; 2025Q4: 2,893 shares 2,893 $977K 0.01% +74 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,938 shares; 2024Q4: 263,931 shares; 2025Q1: 248,793 shares; 2025Q2: 171,716 shares; 2025Q3: 137,373 shares; 2025Q4: 105,103 shares 105,103 $975K 0.01% -32,270 Timeline BSCQ 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: 23,954 shares; 2024Q4: 23,202 shares; 2025Q1: 17,373 shares; 2025Q2: 14,788 shares; 2025Q3: 18,068 shares; 2025Q4: 49,694 shares 49,694 $973K 0.01% +31,626 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,988 shares; 2024Q4: 32,449 shares; 2025Q1: 28,640 shares; 2025Q2: 28,338 shares; 2025Q3: 29,444 shares; 2025Q4: 21,838 shares 21,838 $972K 0.01% -7,606 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,553 shares; 2024Q4: 32,770 shares; 2025Q1: 32,266 shares; 2025Q2: 32,178 shares; 2025Q3: 31,743 shares; 2025Q4: 31,573 shares 31,573 $970K 0.01% -170 Timeline NUDM 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: not reported; 2024Q4: 9,037 shares; 2025Q1: 9,094 shares; 2025Q2: 8,836 shares; 2025Q3: 8,865 shares; 2025Q4: 26,725 shares 26,725 $968K 0.01% +17,860 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,325 shares; 2025Q1: 11,152 shares; 2025Q2: 11,155 shares; 2025Q3: 15,025 shares; 2025Q4: 26,072 shares 26,072 $967K 0.01% +11,047 Timeline SRET GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,394 shares; 2024Q4: 43,494 shares; 2025Q1: 44,246 shares; 2025Q2: 44,233 shares; 2025Q3: 41,508 shares; 2025Q4: 44,407 shares 44,407 $967K 0.01% +2,899 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,066 shares 37,066 $957K 0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 12,666 shares 12,666 $955K 0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,234 shares 39,234 $955K 0.01% new Timeline FNK 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: 23,506 shares; 2024Q4: 22,505 shares; 2025Q1: 20,999 shares; 2025Q2: 20,105 shares; 2025Q3: 18,686 shares; 2025Q4: 17,129 shares 17,129 $953K 0.01% -1,557 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,283 shares; 2025Q1: 5,138 shares; 2025Q2: 9,618 shares; 2025Q3: 9,751 shares; 2025Q4: 10,373 shares 10,373 $949K 0.01% +622 Timeline QEFA 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: 9,477 shares; 2024Q4: 10,185 shares; 2025Q1: 9,829 shares; 2025Q2: 10,060 shares; 2025Q3: 9,899 shares; 2025Q4: 10,446 shares 10,446 $947K 0.01% +547 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,520 shares; 2025Q1: 8,146 shares; 2025Q2: 8,505 shares; 2025Q3: 9,584 shares; 2025Q4: 8,372 shares 8,372 $945K 0.01% -1,212 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 3,510 shares; 2025Q1: 2,522 shares; 2025Q2: 2,504 shares; 2025Q3: 6,409 shares; 2025Q4: 10,628 shares 10,628 $945K 0.01% +4,219 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,939 shares; 2024Q4: 13,681 shares; 2025Q1: 11,959 shares; 2025Q2: 11,364 shares; 2025Q3: 13,870 shares; 2025Q4: 14,193 shares 14,193 $935K 0.01% +323 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN 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: 37,680 shares 37,680 $932K 0.01% new 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: not reported; 2024Q4: 16,781 shares; 2025Q1: 17,949 shares; 2025Q2: 17,962 shares; 2025Q3: 24,895 shares; 2025Q4: 30,987 shares 30,987 $932K 0.01% +6,092 Timeline FXH 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: 8,340 shares; 2024Q4: 7,453 shares; 2025Q1: 6,760 shares; 2025Q2: 6,143 shares; 2025Q3: 7,948 shares; 2025Q4: 8,177 shares 8,177 $931K 0.01% +229 Timeline IJS 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: 8,813 shares; 2024Q4: 8,674 shares; 2025Q1: 8,234 shares; 2025Q2: 8,220 shares; 2025Q3: 8,204 shares; 2025Q4: 8,165 shares 8,165 $929K 0.01% -39 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 687 shares; 2025Q1: 677 shares; 2025Q2: 5,471 shares; 2025Q3: 5,486 shares; 2025Q4: 6,040 shares 6,040 $926K 0.01% +554 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,395 shares; 2024Q4: 15,016 shares; 2025Q1: 17,900 shares; 2025Q2: 17,507 shares; 2025Q3: 17,316 shares; 2025Q4: 19,947 shares 19,947 $915K 0.01% +2,631 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 9,121 shares; 2025Q1: 7,958 shares; 2025Q2: 7,687 shares; 2025Q3: 7,718 shares; 2025Q4: 7,544 shares 7,544 $915K 0.01% -174 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,943 shares; 2024Q4: 7,822 shares; 2025Q1: 6,468 shares; 2025Q2: 5,533 shares; 2025Q3: 6,343 shares; 2025Q4: 9,492 shares 9,492 $914K 0.01% +3,149 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,598 shares; 2024Q4: 48,207 shares; 2025Q1: 39,980 shares; 2025Q2: 41,511 shares; 2025Q3: 49,257 shares; 2025Q4: 64,795 shares 64,795 $914K 0.01% +15,538 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 1,362 shares; 2025Q3: 1,762 shares; 2025Q4: 2,159 shares 2,159 $911K 0.01% +397 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,660 shares; 2025Q1: 7,708 shares; 2025Q2: 8,085 shares; 2025Q3: 11,585 shares; 2025Q4: 17,530 shares 17,530 $909K 0.01% +5,945 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,868 shares; 2024Q4: 40,620 shares; 2025Q1: 24,312 shares; 2025Q2: 23,132 shares; 2025Q3: 26,115 shares; 2025Q4: 25,012 shares 25,012 $907K 0.01% -1,103 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,791 shares; 2025Q3: 25,193 shares; 2025Q4: 32,464 shares 32,464 $901K 0.01% +7,271 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,000 shares; 2024Q4: 270,000 shares; 2025Q1: 346,400 shares; 2025Q2: 350,000 shares; 2025Q3: 500,000 shares; 2025Q4: 500,000 shares 500,000 $900K 0.01% 0 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,009 shares; 2025Q4: 12,009 shares 12,009 $897K 0.01% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,205 shares; 2024Q4: 34,233 shares; 2025Q1: 34,255 shares; 2025Q2: 28,281 shares; 2025Q3: 33,883 shares; 2025Q4: 35,043 shares 35,043 $896K 0.01% +1,160 Timeline PKW 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: 6,238 shares; 2024Q4: 6,639 shares; 2025Q1: 6,641 shares; 2025Q2: 6,182 shares; 2025Q3: 6,183 shares; 2025Q4: 6,651 shares 6,651 $893K 0.01% +468 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 10,090 shares; 2025Q1: 10,891 shares; 2025Q2: 3,249 shares; 2025Q3: 7,562 shares; 2025Q4: 7,500 shares 7,500 $891K 0.01% -62 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 8,425 shares; 2025Q1: 7,037 shares; 2025Q2: 15,791 shares; 2025Q3: 17,594 shares; 2025Q4: 16,716 shares 16,716 $888K 0.01% -878 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 12,515 shares; 2025Q1: 12,903 shares; 2025Q2: 12,333 shares; 2025Q3: 11,695 shares; 2025Q4: 11,093 shares 11,093 $888K 0.01% -602 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: 22,115 shares; 2024Q4: 17,926 shares; 2025Q1: 20,740 shares; 2025Q2: 21,118 shares; 2025Q3: 33,439 shares; 2025Q4: 19,740 shares 19,740 $886K 0.01% -13,699 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 3,577 shares; 2025Q1: 2,837 shares; 2025Q2: 2,019 shares; 2025Q3: 2,865 shares; 2025Q4: 2,521 shares 2,521 $884K 0.01% -344 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: 21,351 shares; 2024Q4: 36,956 shares; 2025Q1: 37,054 shares; 2025Q2: 361,406 shares; 2025Q3: 35,367 shares; 2025Q4: 30,647 shares 30,647 $884K 0.01% -4,720 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,561 shares; 2024Q4: 19,685 shares; 2025Q1: 18,654 shares; 2025Q2: 16,616 shares; 2025Q3: 17,009 shares; 2025Q4: 16,646 shares 16,646 $880K 0.01% -363 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,729 shares; 2025Q4: 28,089 shares 28,089 $874K 0.01% +11,360 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,570 shares; 2025Q4: 7,960 shares 7,960 $873K 0.01% +4,390 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 6,851 shares; 2025Q1: 5,403 shares; 2025Q2: 5,314 shares; 2025Q3: 5,332 shares; 2025Q4: 5,424 shares 5,424 $872K 0.01% +92 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,733 shares; 2024Q4: 23,251 shares; 2025Q1: 23,421 shares; 2025Q2: 19,124 shares; 2025Q3: 27,017 shares; 2025Q4: 30,348 shares 30,348 $866K 0.01% +3,331 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 3,067 shares; 2025Q4: 10,537 shares 10,537 $864K 0.01% +7,470 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 16,806 shares; 2025Q1: 14,439 shares; 2025Q2: 24,804 shares; 2025Q3: 21,823 shares; 2025Q4: 66,227 shares 66,227 $858K 0.01% +44,404 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 6,930 shares; 2025Q1: 6,884 shares; 2025Q2: 6,188 shares; 2025Q3: 6,130 shares; 2025Q4: 5,892 shares 5,892 $853K 0.01% -238 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: 10,698 shares; 2024Q4: 10,701 shares; 2025Q1: 11,503 shares; 2025Q2: 13,441 shares; 2025Q3: 13,506 shares; 2025Q4: 13,235 shares 13,235 $852K 0.01% -271 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: not reported; 2024Q4: 2,835 shares; 2025Q1: 2,783 shares; 2025Q2: 7,910 shares; 2025Q3: 8,063 shares; 2025Q4: 8,989 shares 8,989 $848K 0.01% +926 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,368 shares; 2024Q4: 77,567 shares; 2025Q1: 75,129 shares; 2025Q2: 75,103 shares; 2025Q3: 74,642 shares; 2025Q4: 75,570 shares 75,570 $846K 0.01% +928 Timeline OILK 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: not reported; 2024Q4: not reported; 2025Q1: 26,910 shares; 2025Q2: 26,910 shares; 2025Q3: 22,360 shares; 2025Q4: 22,630 shares 22,630 $844K 0.01% +270 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,337 shares; 2025Q3: 40,285 shares; 2025Q4: 41,958 shares 41,958 $841K 0.01% +1,673 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 13,175 shares; 2025Q1: 11,280 shares; 2025Q2: 10,812 shares; 2025Q3: 10,613 shares; 2025Q4: 10,592 shares 10,592 $836K 0.01% -21 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,441 shares; 2025Q1: 2,161 shares; 2025Q2: not reported; 2025Q3: 8,507 shares; 2025Q4: 6,104 shares 6,104 $835K 0.01% -2,403 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,300 shares 50,300 $834K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 5,132 shares; 2025Q1: 6,468 shares; 2025Q2: 3,894 shares; 2025Q3: 5,498 shares; 2025Q4: 9,825 shares 9,825 $832K 0.01% +4,327 Timeline TUSI 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: 16,580 shares; 2025Q1: 25,120 shares; 2025Q2: 25,780 shares; 2025Q3: 26,945 shares; 2025Q4: 32,795 shares 32,795 $831K 0.01% +5,850 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,792 shares; 2024Q4: 10,662 shares; 2025Q1: 10,027 shares; 2025Q2: 9,981 shares; 2025Q3: 10,262 shares; 2025Q4: 10,339 shares 10,339 $830K 0.01% +77 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 6,581 shares; 2025Q1: 6,274 shares; 2025Q2: 4,179 shares; 2025Q3: 3,996 shares; 2025Q4: 3,997 shares 3,997 $830K 0.01% +1 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,050 shares; 2025Q1: 7,135 shares; 2025Q2: 7,389 shares; 2025Q3: 9,633 shares; 2025Q4: 8,100 shares 8,100 $829K 0.01% -1,533 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,092 shares; 2025Q1: 1,538 shares; 2025Q2: 4,161 shares; 2025Q3: 4,021 shares; 2025Q4: 4,161 shares 4,161 $824K 0.01% +140 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 3,347 shares; 2025Q1: 5,427 shares; 2025Q2: 7,801 shares; 2025Q3: 9,076 shares; 2025Q4: 10,093 shares 10,093 $823K 0.01% +1,017 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,487 shares; 2025Q3: 13,367 shares; 2025Q4: 13,158 shares 13,158 $820K 0.01% -209 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 9,106 shares; 2025Q4: 10,582 shares 10,582 $819K 0.01% +1,476 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: 2,487 shares; 2024Q4: 2,370 shares; 2025Q1: 2,381 shares; 2025Q2: 2,705 shares; 2025Q3: 3,554 shares; 2025Q4: 3,977 shares 3,977 $818K 0.01% +423 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 13,562 shares; 2025Q1: 13,562 shares; 2025Q2: 11,464 shares; 2025Q3: 11,629 shares; 2025Q4: 11,740 shares 11,740 $817K 0.01% +111 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,969 shares; 2024Q4: 34,144 shares; 2025Q1: 18,862 shares; 2025Q2: 37,991 shares; 2025Q3: 24,406 shares; 2025Q4: 76,245 shares 76,245 $817K 0.01% +51,839 Timeline DMXF 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: 8,279 shares; 2024Q4: 12,453 shares; 2025Q1: 10,269 shares; 2025Q2: 9,797 shares; 2025Q3: 9,895 shares; 2025Q4: 10,840 shares 10,840 $815K 0.01% +945 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: 9,573 shares; 2024Q4: 8,035 shares; 2025Q1: 5,423 shares; 2025Q2: 6,004 shares; 2025Q3: 6,350 shares; 2025Q4: 10,411 shares 10,411 $811K 0.01% +4,061 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,266 shares; 2025Q2: 13,384 shares; 2025Q3: 18,811 shares; 2025Q4: 17,608 shares 17,608 $804K 0.01% -1,203 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,304 shares; 2024Q4: 57,721 shares; 2025Q1: 29,737 shares; 2025Q2: 19,326 shares; 2025Q3: 17,450 shares; 2025Q4: 17,461 shares 17,461 $803K 0.01% +11 Timeline DWMF 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: 10,589 shares; 2024Q4: 20,761 shares; 2025Q1: 24,997 shares; 2025Q2: 24,491 shares; 2025Q3: 23,997 shares; 2025Q4: 24,660 shares 24,660 $803K 0.01% +663 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 407 shares; 2025Q1: 374 shares; 2025Q2: 358 shares; 2025Q3: 380 shares; 2025Q4: 397 shares 397 $800K 0.01% +17 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 500 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 678 shares; 2025Q4: 1,565 shares 1,565 $799K 0.01% +887 Timeline DFAX 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: 18,133 shares; 2024Q4: 17,067 shares; 2025Q1: 17,072 shares; 2025Q2: 16,869 shares; 2025Q3: 22,857 shares; 2025Q4: 24,360 shares 24,360 $797K 0.01% +1,503 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,226 shares 17,226 $793K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,505 shares; 2025Q1: 18,091 shares; 2025Q2: 17,827 shares; 2025Q3: 17,463 shares; 2025Q4: 18,153 shares 18,153 $791K 0.01% +690 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,390 shares 7,390 $790K 0.01% new Timeline XSD 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: 2,444 shares; 2024Q4: 2,191 shares; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,359 shares; 2025Q4: 2,447 shares 2,447 $787K 0.01% +88 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: 9,822 shares; 2024Q4: 9,573 shares; 2025Q1: 8,893 shares; 2025Q2: 8,651 shares; 2025Q3: 8,415 shares; 2025Q4: 8,730 shares 8,730 $785K 0.01% +315 Timeline HYLS 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: 121,910 shares; 2024Q4: 116,424 shares; 2025Q1: 106,408 shares; 2025Q2: 105,651 shares; 2025Q3: 20,078 shares; 2025Q4: 18,686 shares 18,686 $782K 0.01% -1,392 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,730 shares; 2024Q4: 90,021 shares; 2025Q1: 83,666 shares; 2025Q2: 73,834 shares; 2025Q3: 70,146 shares; 2025Q4: 69,401 shares 69,401 $780K 0.01% -745 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: 4,747 shares; 2024Q4: 4,615 shares; 2025Q1: 5,037 shares; 2025Q2: 8,732 shares; 2025Q3: 8,617 shares; 2025Q4: 8,445 shares 8,445 $780K 0.01% -172 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 12,689 shares; 2025Q1: 12,611 shares; 2025Q2: 12,705 shares; 2025Q3: 12,439 shares; 2025Q4: 12,273 shares 12,273 $773K 0.01% -166 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 12,569 shares; 2025Q1: 11,129 shares; 2025Q2: 10,798 shares; 2025Q3: 4,998 shares; 2025Q4: 4,613 shares 4,613 $769K 0.01% -385 Timeline IBHG 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: 24,317 shares; 2025Q2: 24,690 shares; 2025Q3: 25,980 shares; 2025Q4: 34,424 shares 34,424 $768K 0.01% +8,444 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,078 shares; 2025Q2: 16,829 shares; 2025Q3: 20,058 shares; 2025Q4: 21,297 shares 21,297 $768K 0.01% +1,239 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,364 shares; 2024Q4: 57,348 shares; 2025Q1: 50,291 shares; 2025Q2: 46,202 shares; 2025Q3: 48,970 shares; 2025Q4: 48,320 shares 48,320 $763K 0.01% -650 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,941 shares; 2024Q4: 14,129 shares; 2025Q1: 14,725 shares; 2025Q2: 15,986 shares; 2025Q3: 21,171 shares; 2025Q4: 25,214 shares 25,214 $763K 0.01% +4,043 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,070 shares; 2024Q4: 124,667 shares; 2025Q1: 114,056 shares; 2025Q2: 159,835 shares; 2025Q3: 158,765 shares; 2025Q4: 101,678 shares 101,678 $763K 0.01% -57,087 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: 6,306 shares; 2024Q4: 6,311 shares; 2025Q1: 7,256 shares; 2025Q2: 8,929 shares; 2025Q3: 8,333 shares; 2025Q4: 6,808 shares 6,808 $761K 0.01% -1,525 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,027 shares; 2025Q1: 2,996 shares; 2025Q2: 3,218 shares; 2025Q3: 5,027 shares; 2025Q4: 6,087 shares 6,087 $760K 0.01% +1,060 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: 11,202 shares; 2024Q4: 11,290 shares; 2025Q1: 10,550 shares; 2025Q2: 10,396 shares; 2025Q3: 10,930 shares; 2025Q4: 13,336 shares 13,336 $759K 0.01% +2,406 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,840 shares; 2025Q3: 9,547 shares; 2025Q4: 9,030 shares 9,030 $756K 0.01% -517 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,216 shares; 2025Q1: 32,044 shares; 2025Q2: not reported; 2025Q3: 20,210 shares; 2025Q4: 18,207 shares 18,207 $756K 0.01% -2,003 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,389 shares; 2025Q1: 1,033 shares; 2025Q2: 1,051 shares; 2025Q3: 1,069 shares; 2025Q4: 1,114 shares 1,114 $754K 0.01% +45 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,140 shares; 2025Q4: 13,259 shares 13,259 $751K 0.01% -881 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,165 shares; 2024Q4: 56,821 shares; 2025Q1: 58,927 shares; 2025Q2: 55,940 shares; 2025Q3: 31,052 shares; 2025Q4: 38,509 shares 38,509 $747K 0.01% +7,457 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,213 shares; 2024Q4: 16,288 shares; 2025Q1: 12,509 shares; 2025Q2: 14,773 shares; 2025Q3: 14,500 shares; 2025Q4: 14,838 shares 14,838 $746K 0.01% +338 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,276 shares; 2024Q4: 11,276 shares; 2025Q1: 10,591 shares; 2025Q2: 10,741 shares; 2025Q3: 10,741 shares; 2025Q4: 9,680 shares 9,680 $740K 0.01% -1,061 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,706 shares; 2024Q4: 20,889 shares; 2025Q1: 20,278 shares; 2025Q2: 17,835 shares; 2025Q3: 24,082 shares; 2025Q4: 30,790 shares 30,790 $740K 0.01% +6,708 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: 2,642 shares; 2024Q4: 2,247 shares; 2025Q1: 2,083 shares; 2025Q2: 2,120 shares; 2025Q3: 2,096 shares; 2025Q4: 2,070 shares 2,070 $740K 0.01% -26 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,470 shares; 2025Q1: 27,515 shares; 2025Q2: not reported; 2025Q3: 17,586 shares; 2025Q4: 16,028 shares 16,028 $739K 0.01% -1,558 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: 7,673 shares; 2024Q4: 7,344 shares; 2025Q1: 6,864 shares; 2025Q2: 6,550 shares; 2025Q3: 6,827 shares; 2025Q4: 6,839 shares 6,839 $737K 0.01% +12 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,403 shares; 2024Q4: 31,386 shares; 2025Q1: 31,251 shares; 2025Q2: 25,322 shares; 2025Q3: 21,440 shares; 2025Q4: 19,679 shares 19,679 $737K 0.01% -1,761 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 6,271 shares; 2025Q1: 6,076 shares; 2025Q2: 6,347 shares; 2025Q3: 8,042 shares; 2025Q4: 8,395 shares 8,395 $733K 0.01% +353 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,016 shares; 2024Q4: 36,511 shares; 2025Q1: 27,415 shares; 2025Q2: 23,298 shares; 2025Q3: 22,989 shares; 2025Q4: 20,003 shares 20,003 $733K 0.01% -2,986 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 14,800 shares 14,800 $732K 0.01% -500 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,155 shares; 2025Q1: 12,317 shares; 2025Q2: 16,166 shares; 2025Q3: 16,425 shares; 2025Q4: 15,471 shares 15,471 $729K 0.01% -954 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 14,972 shares; 2025Q1: 9,529 shares; 2025Q2: 10,323 shares; 2025Q3: 10,484 shares; 2025Q4: 15,883 shares 15,883 $729K 0.01% +5,399 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 8,219 shares; 2025Q1: 7,948 shares; 2025Q2: 8,965 shares; 2025Q3: 10,678 shares; 2025Q4: 11,870 shares 11,870 $727K 0.01% +1,192 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,947 shares; 2025Q4: 9,557 shares 9,557 $725K 0.01% +610 Timeline CHIQ 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: 43,183 shares; 2024Q4: 40,896 shares; 2025Q1: 40,402 shares; 2025Q2: 40,402 shares; 2025Q3: 35,755 shares; 2025Q4: 34,105 shares 34,105 $725K 0.01% -1,650 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: 12,404 shares; 2024Q4: 13,449 shares; 2025Q1: 14,129 shares; 2025Q2: 20,271 shares; 2025Q3: 19,084 shares; 2025Q4: 17,900 shares 17,900 $725K 0.01% -1,184 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,307 shares; 2024Q4: 156,011 shares; 2025Q1: 96,620 shares; 2025Q2: 110,735 shares; 2025Q3: 113,218 shares; 2025Q4: 117,029 shares 117,029 $722K 0.01% +3,811 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: 3,315 shares; 2024Q4: 4,263 shares; 2025Q1: 4,821 shares; 2025Q2: 3,987 shares; 2025Q3: 4,851 shares; 2025Q4: 5,063 shares 5,063 $715K 0.01% +212 Timeline FSFG FIRST SAVINGS FINANCIAL GRP More: the full row for FIRST SAVINGS FINANCIAL GRP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,417 shares 22,417 $714K 0.01% new Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,693 shares; 2025Q3: 76,393 shares; 2025Q4: 42,399 shares 42,399 $714K 0.01% -33,994 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,957 shares; 2024Q4: 103,796 shares; 2025Q1: 45,906 shares; 2025Q2: 38,553 shares; 2025Q3: 27,214 shares; 2025Q4: 15,311 shares 15,311 $713K 0.01% -11,903 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: 17,332 shares; 2024Q4: 39,347 shares; 2025Q1: 39,885 shares; 2025Q2: 44,225 shares; 2025Q3: 25,893 shares; 2025Q4: 78,261 shares 78,261 $709K 0.01% +52,368 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,149 shares; 2024Q4: 32,620 shares; 2025Q1: 28,193 shares; 2025Q2: 7,164 shares; 2025Q3: 20,343 shares; 2025Q4: 18,070 shares 18,070 $707K 0.01% -2,273 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,020 shares; 2024Q4: 90,020 shares; 2025Q1: 87,680 shares; 2025Q2: 83,680 shares; 2025Q3: 75,880 shares; 2025Q4: 80,463 shares 80,463 $707K 0.01% +4,583 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,013 shares; 2025Q1: 6,443 shares; 2025Q2: 6,135 shares; 2025Q3: 6,598 shares; 2025Q4: 15,591 shares 15,591 $707K 0.01% +8,993 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 23,131 shares; 2025Q1: 24,351 shares; 2025Q2: 24,922 shares; 2025Q3: 25,306 shares; 2025Q4: 26,924 shares 26,924 $706K 0.01% +1,618 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,893 shares; 2025Q1: 3,609 shares; 2025Q2: 3,520 shares; 2025Q3: 3,766 shares; 2025Q4: 4,328 shares 4,328 $706K 0.01% +562 Timeline JBND 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: 3,855 shares; 2025Q4: 13,012 shares 13,012 $704K 0.01% +9,157 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,751 shares; 2024Q4: 13,355 shares; 2025Q1: 4,872 shares; 2025Q2: 6,022 shares; 2025Q3: 5,565 shares; 2025Q4: 6,342 shares 6,342 $699K 0.01% +777 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 8,565 shares; 2025Q1: 7,841 shares; 2025Q2: 6,069 shares; 2025Q3: 5,051 shares; 2025Q4: 5,108 shares 5,108 $697K 0.01% +57 Timeline JHMD 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: 15,551 shares; 2024Q4: 16,749 shares; 2025Q1: 16,749 shares; 2025Q2: 16,749 shares; 2025Q3: 16,749 shares; 2025Q4: 16,749 shares 16,749 $696K 0.01% 0 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,578 shares; 2025Q2: 1,577 shares; 2025Q3: 1,573 shares; 2025Q4: 1,563 shares 1,563 $694K 0.01% -10 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: 22,680 shares; 2024Q4: 18,050 shares; 2025Q1: 16,428 shares; 2025Q2: 18,362 shares; 2025Q3: 18,912 shares; 2025Q4: 18,079 shares 18,079 $694K 0.01% -833 Timeline PZT 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: 12,816 shares; 2024Q4: 27,180 shares; 2025Q1: 37,190 shares; 2025Q2: 17,019 shares; 2025Q3: 24,645 shares; 2025Q4: 31,004 shares 31,004 $692K 0.01% +6,359 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,209 shares; 2024Q4: 86,646 shares; 2025Q1: 52,719 shares; 2025Q2: 66,563 shares; 2025Q3: 63,566 shares; 2025Q4: 60,846 shares 60,846 $688K 0.01% -2,720 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,948 shares; 2025Q1: 1,818 shares; 2025Q2: 1,848 shares; 2025Q3: 2,252 shares; 2025Q4: 2,160 shares 2,160 $688K 0.01% -92 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 3,282 shares; 2025Q1: 4,548 shares; 2025Q2: 4,488 shares; 2025Q3: 3,393 shares; 2025Q4: 3,712 shares 3,712 $685K 0.01% +319 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,419 shares; 2025Q1: 1,774 shares; 2025Q2: 1,590 shares; 2025Q3: 2,349 shares; 2025Q4: 1,388 shares 1,388 $681K 0.01% -961 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,792 shares; 2025Q1: 1,763 shares; 2025Q2: 2,015 shares; 2025Q3: 2,013 shares; 2025Q4: 3,037 shares 3,037 $675K 0.01% +1,024 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,804 shares; 2025Q1: 2,514 shares; 2025Q2: 2,332 shares; 2025Q3: 2,427 shares; 2025Q4: 2,325 shares 2,325 $675K 0.01% -102 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,680 shares; 2025Q4: 25,475 shares 25,475 $671K 0.01% +3,795 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,582 shares; 2025Q4: 14,740 shares 14,740 $670K 0.01% +158 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: 48,888 shares; 2024Q4: 48,291 shares; 2025Q1: 54,398 shares; 2025Q2: 42,457 shares; 2025Q3: 40,586 shares; 2025Q4: 28,621 shares 28,621 $669K 0.01% -11,965 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,427 shares 8,427 $665K 0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,415 shares; 2025Q1: 2,968 shares; 2025Q2: 1,988 shares; 2025Q3: 1,964 shares; 2025Q4: 2,104 shares 2,104 $662K 0.01% +140 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,749 shares 29,749 $661K 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,066 shares; 2024Q4: 35,698 shares; 2025Q1: 31,631 shares; 2025Q2: 31,421 shares; 2025Q3: 27,436 shares; 2025Q4: 28,329 shares 28,329 $658K 0.01% +893 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,606 shares; 2024Q4: 9,630 shares; 2025Q1: 5,917 shares; 2025Q2: 5,652 shares; 2025Q3: 4,718 shares; 2025Q4: 4,696 shares 4,696 $654K 0.01% -22 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,983 shares; 2025Q4: 12,857 shares 12,857 $650K 0.01% +4,874 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: 15,454 shares; 2024Q4: 21,195 shares; 2025Q1: 16,969 shares; 2025Q2: 20,069 shares; 2025Q3: 22,361 shares; 2025Q4: 26,973 shares 26,973 $650K 0.01% +4,612 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,104 shares 25,104 $650K 0.01% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,698 shares 13,698 $649K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,326 shares; 2024Q4: 27,582 shares; 2025Q1: 17,236 shares; 2025Q2: 6,734 shares; 2025Q3: 7,977 shares; 2025Q4: 9,962 shares 9,962 $649K 0.01% +1,985 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,248 shares; 2025Q1: 1,552 shares; 2025Q2: 1,840 shares; 2025Q3: 2,165 shares; 2025Q4: 1,116 shares 1,116 $648K 0.01% -1,049 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,743 shares; 2025Q4: 22,931 shares 22,931 $647K 0.01% +188 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: not reported; 2024Q4: 60,860 shares; 2025Q1: 23,252 shares; 2025Q2: 23,252 shares; 2025Q3: 22,472 shares; 2025Q4: 23,528 shares 23,528 $640K 0.01% +1,056 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,511 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 5,894 shares 5,894 $639K 0.01% +2,861 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,529 shares; 2025Q1: 2,626 shares; 2025Q2: 2,639 shares; 2025Q3: 2,884 shares; 2025Q4: 2,927 shares 2,927 $636K 0.01% +43 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,620 shares; 2025Q4: 22,578 shares 22,578 $636K 0.01% +13,958 Timeline RFV 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: 4,737 shares; 2024Q4: 4,564 shares; 2025Q1: 4,135 shares; 2025Q2: 3,942 shares; 2025Q3: 4,801 shares; 2025Q4: 4,945 shares 4,945 $632K 0.01% +144 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 6,999 shares; 2025Q1: 7,023 shares; 2025Q2: 6,684 shares; 2025Q3: 6,263 shares; 2025Q4: 6,343 shares 6,343 $631K 0.01% +80 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,428 shares; 2025Q4: 6,264 shares 6,264 $631K 0.01% -1,164 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 9,746 shares; 2025Q1: 6,155 shares; 2025Q2: 6,367 shares; 2025Q3: 5,278 shares; 2025Q4: 5,733 shares 5,733 $630K 0.01% +455 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,623 shares; 2024Q4: 14,462 shares; 2025Q1: 14,469 shares; 2025Q2: 15,233 shares; 2025Q3: 14,083 shares; 2025Q4: 14,099 shares 14,099 $630K 0.01% +16 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 129 shares; 2025Q1: 120 shares; 2025Q2: 130 shares; 2025Q3: 158 shares; 2025Q4: 185 shares 185 $627K 0.01% +27 Timeline SH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,794 shares; 2025Q3: 22,294 shares; 2025Q4: 17,380 shares 17,380 $626K 0.01% -4,914 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: 9,106 shares; 2024Q4: 8,745 shares; 2025Q1: 8,494 shares; 2025Q2: 8,335 shares; 2025Q3: 9,370 shares; 2025Q4: 4,532 shares 4,532 $625K 0.01% -4,838 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,226 shares; 2024Q4: 15,541 shares; 2025Q1: 15,959 shares; 2025Q2: 16,040 shares; 2025Q3: 16,881 shares; 2025Q4: 3,215 shares 3,215 $624K 0.01% -13,666 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,943 shares 8,943 $624K 0.01% new Timeline FYC 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: not reported; 2024Q4: 2,907 shares; 2025Q1: 3,133 shares; 2025Q2: 4,193 shares; 2025Q3: 4,274 shares; 2025Q4: 6,482 shares 6,482 $623K 0.01% +2,208 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 8,118 shares; 2025Q1: 9,172 shares; 2025Q2: 9,660 shares; 2025Q3: 9,919 shares; 2025Q4: 11,198 shares 11,198 $622K 0.01% +1,279 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,364 shares; 2025Q1: not reported; 2025Q2: 8,006 shares; 2025Q3: 8,563 shares; 2025Q4: 8,651 shares 8,651 $621K 0.01% +88 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,495 shares; 2025Q4: 14,230 shares 14,230 $620K 0.01% +5,735 Timeline FCVT 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: 14,905 shares; 2024Q4: 14,236 shares; 2025Q1: 13,506 shares; 2025Q2: 13,429 shares; 2025Q3: 13,780 shares; 2025Q4: 14,300 shares 14,300 $615K 0.01% +520 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: not reported; 2025Q1: not reported; 2025Q2: 12,750 shares; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares 13,550 $614K 0.01% 0 Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,098 shares; 2024Q4: 17,806 shares; 2025Q1: 13,475 shares; 2025Q2: 12,954 shares; 2025Q3: 12,885 shares; 2025Q4: 13,061 shares 13,061 $613K 0.01% +176 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: 18,517 shares; 2024Q4: 21,409 shares; 2025Q1: 28,283 shares; 2025Q2: 31,352 shares; 2025Q3: 30,529 shares; 2025Q4: 34,110 shares 34,110 $613K 0.01% +3,581 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 68,756 shares; 2025Q1: 51,443 shares; 2025Q2: not reported; 2025Q3: 28,650 shares; 2025Q4: 25,881 shares 25,881 $613K 0.01% -2,769 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,558 shares; 2024Q4: 56,156 shares; 2025Q1: 33,497 shares; 2025Q2: 6,159 shares; 2025Q3: 5,267 shares; 2025Q4: 4,586 shares 4,586 $612K 0.01% -681 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,788 shares; 2024Q4: 12,813 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,764 shares; 2025Q4: 7,740 shares 7,740 $612K 0.01% -24 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,637 shares; 2025Q3: 12,080 shares; 2025Q4: 14,316 shares 14,316 $612K 0.01% +2,236 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 14,302 shares; 2025Q1: 2,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,320 shares 4,320 $611K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,293 shares; 2025Q1: 2,192 shares; 2025Q2: 2,083 shares; 2025Q3: 1,934 shares; 2025Q4: 2,045 shares 2,045 $610K 0.01% +111 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,428 shares; 2025Q1: 15,577 shares; 2025Q2: 20,828 shares; 2025Q3: 45,948 shares; 2025Q4: 53,948 shares 53,948 $610K 0.01% +8,000 Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,575 shares 18,575 $608K 0.01% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,160 shares; 2025Q4: 16,702 shares 16,702 $608K 0.01% +8,542 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: not reported; 2024Q4: 111,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,954 shares; 2025Q4: 13,015 shares 13,015 $608K 0.01% -8,939 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,661 shares; 2024Q4: 50,942 shares; 2025Q1: 49,659 shares; 2025Q2: 47,853 shares; 2025Q3: 47,885 shares; 2025Q4: 47,927 shares 47,927 $607K 0.01% +42 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: 8,170 shares; 2025Q4: 22,329 shares 22,329 $606K 0.01% +14,159 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,098 shares; 2024Q4: 21,501 shares; 2025Q1: 31,158 shares; 2025Q2: 37,153 shares; 2025Q3: 32,337 shares; 2025Q4: 12,085 shares 12,085 $605K 0.01% -20,252 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,846 shares; 2024Q4: 10,179 shares; 2025Q1: 16,070 shares; 2025Q2: 11,878 shares; 2025Q3: 12,875 shares; 2025Q4: 12,825 shares 12,825 $604K 0.01% -50 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,193 shares; 2025Q1: 4,125 shares; 2025Q2: 4,725 shares; 2025Q3: 6,408 shares; 2025Q4: 6,657 shares 6,657 $603K 0.01% +249 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,119 shares; 2025Q4: 10,940 shares 10,940 $602K 0.01% -3,179 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 7,768 shares; 2025Q1: 4,172 shares; 2025Q2: 4,211 shares; 2025Q3: 3,705 shares; 2025Q4: 4,890 shares 4,890 $596K 0.01% +1,185 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: 2,722 shares; 2024Q4: 3,278 shares; 2025Q1: 2,848 shares; 2025Q2: 2,718 shares; 2025Q3: 2,837 shares; 2025Q4: 2,442 shares 2,442 $593K 0.01% -395 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,096 shares; 2024Q4: 7,392 shares; 2025Q1: 7,243 shares; 2025Q2: 4,415 shares; 2025Q3: 4,276 shares; 2025Q4: 4,128 shares 4,128 $592K 0.01% -148 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: not reported; 2024Q4: 36,377 shares; 2025Q1: 38,740 shares; 2025Q2: not reported; 2025Q3: 20,026 shares; 2025Q4: 24,263 shares 24,263 $591K 0.01% +4,237 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,291 shares 5,291 $590K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 908 shares; 2025Q1: 875 shares; 2025Q2: 1,227 shares; 2025Q3: 1,316 shares; 2025Q4: 1,325 shares 1,325 $589K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,043 shares 17,043 $587K 0.01% new Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 9,860 shares; 2025Q1: 11,668 shares; 2025Q2: 13,111 shares; 2025Q3: 19,803 shares; 2025Q4: 20,906 shares 20,906 $586K 0.01% +1,103 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 71,487 shares; 2025Q1: 68,317 shares; 2025Q2: 75,642 shares; 2025Q3: 83,967 shares; 2025Q4: 58,257 shares 58,257 $581K 0.01% -25,710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,633 shares; 2025Q4: 11,137 shares 11,137 $580K 0.01% +5,504 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,092 shares; 2025Q4: 6,873 shares 6,873 $579K 0.01% -4,219 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,737 shares; 2024Q4: 40,360 shares; 2025Q1: 39,005 shares; 2025Q2: 38,542 shares; 2025Q3: 14,704 shares; 2025Q4: 11,889 shares 11,889 $579K 0.01% -2,815 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,985 shares; 2025Q1: 4,452 shares; 2025Q2: 4,154 shares; 2025Q3: 4,885 shares; 2025Q4: 4,335 shares 4,335 $579K 0.01% -550 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,834 shares; 2025Q2: not reported; 2025Q3: 3,438 shares; 2025Q4: 4,639 shares 4,639 $576K 0.01% +1,201 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,780 shares; 2025Q4: 18,874 shares 18,874 $575K 0.01% +12,094 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: 40,648 shares 40,648 $575K 0.01% new 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: 2,760 shares; 2024Q4: 2,691 shares; 2025Q1: 1,488 shares; 2025Q2: 1,467 shares; 2025Q3: 3,878 shares; 2025Q4: 3,654 shares 3,654 $573K 0.01% -224 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,243 shares; 2024Q4: 9,087 shares; 2025Q1: 9,151 shares; 2025Q2: 8,039 shares; 2025Q3: 8,039 shares; 2025Q4: 9,209 shares 9,209 $572K 0.01% +1,170 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,165 shares; 2025Q4: 31,557 shares 31,557 $572K 0.01% +1,392 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: 21,855 shares; 2024Q4: 16,375 shares; 2025Q1: 16,100 shares; 2025Q2: 16,000 shares; 2025Q3: 13,925 shares; 2025Q4: 6,570 shares 6,570 $571K 0.01% -7,355 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,351 shares; 2024Q4: 26,000 shares; 2025Q1: 25,923 shares; 2025Q2: 25,857 shares; 2025Q3: 26,316 shares; 2025Q4: 25,571 shares 25,571 $568K 0.01% -745 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,814 shares; 2025Q1: 2,694 shares; 2025Q2: 2,678 shares; 2025Q3: 2,674 shares; 2025Q4: 2,753 shares 2,753 $568K 0.01% +79 Timeline EBND 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: 43,770 shares; 2025Q1: 45,028 shares; 2025Q2: 30,504 shares; 2025Q3: 27,598 shares; 2025Q4: 26,561 shares 26,561 $568K 0.01% -1,037 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: 23,262 shares; 2024Q4: 23,753 shares; 2025Q1: 25,342 shares; 2025Q2: 31,330 shares; 2025Q3: 24,222 shares; 2025Q4: 21,757 shares 21,757 $567K 0.01% -2,465 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES 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: 20,855 shares 20,855 $565K 0.01% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,091 shares; 2024Q4: 13,724 shares; 2025Q1: 12,470 shares; 2025Q2: 12,540 shares; 2025Q3: 12,348 shares; 2025Q4: 12,944 shares 12,944 $564K 0.01% +596 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: 13,411 shares; 2025Q1: 14,452 shares; 2025Q2: 15,439 shares; 2025Q3: 16,049 shares; 2025Q4: 14,817 shares 14,817 $563K 0.01% -1,232 Timeline PDP 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: 4,970 shares; 2024Q4: 5,376 shares; 2025Q1: 4,420 shares; 2025Q2: 4,790 shares; 2025Q3: 4,750 shares; 2025Q4: 4,830 shares 4,830 $562K 0.01% +80 Timeline EDOW 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: 14,996 shares; 2024Q4: 16,356 shares; 2025Q1: 13,847 shares; 2025Q2: 13,175 shares; 2025Q3: 13,085 shares; 2025Q4: 13,585 shares 13,585 $561K 0.01% +500 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 3,441 shares; 2025Q1: 2,982 shares; 2025Q2: 2,998 shares; 2025Q3: 2,997 shares; 2025Q4: 1,962 shares 1,962 $560K 0.01% -1,035 Timeline