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: restricted; 2024Q4: 217,050 shares; 2025Q1: 211,530 shares; 2025Q2: 208,964 shares; 2025Q3: 203,274 shares; 2025Q4: 197,946 shares 197,946 $18.4M 0.02% -5,328 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: restricted; 2024Q4: 166,086 shares; 2025Q1: 159,587 shares; 2025Q2: 142,533 shares; 2025Q3: 145,080 shares; 2025Q4: 175,443 shares 175,443 $18.3M 0.02% +30,363 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: restricted; 2024Q4: 131,031 shares; 2025Q1: 125,828 shares; 2025Q2: 127,041 shares; 2025Q3: 128,957 shares; 2025Q4: 134,135 shares 134,135 $18.2M 0.02% +5,178 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: restricted; 2024Q4: 22,622 shares; 2025Q1: 25,553 shares; 2025Q2: 25,626 shares; 2025Q3: 25,778 shares; 2025Q4: 25,694 shares 25,694 $18.2M 0.02% -84 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: restricted; 2024Q4: 123,764 shares; 2025Q1: 127,215 shares; 2025Q2: 133,644 shares; 2025Q3: 136,197 shares; 2025Q4: 132,296 shares 132,296 $18.2M 0.02% -3,901 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,413 shares; 2025Q1: 131,335 shares; 2025Q2: 104,715 shares; 2025Q3: 103,480 shares; 2025Q4: 103,060 shares 103,060 $18.1M 0.02% -420 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,692 shares; 2025Q1: 123,851 shares; 2025Q2: 132,866 shares; 2025Q3: 169,261 shares; 2025Q4: 299,205 shares 299,205 $18.1M 0.02% +129,944 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,464 shares; 2025Q1: 161,692 shares; 2025Q2: 153,661 shares; 2025Q3: 152,781 shares; 2025Q4: 153,034 shares 153,034 $18.1M 0.02% +253 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,923 shares; 2025Q1: 23,195 shares; 2025Q2: 166,860 shares; 2025Q3: 365,378 shares; 2025Q4: 198,961 shares 198,961 $18M 0.02% -166,417 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,645 shares; 2025Q1: 25,655 shares; 2025Q2: 24,824 shares; 2025Q3: 25,321 shares; 2025Q4: 262,765 shares 262,765 $17.8M 0.02% +237,444 Timeline MTBA 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: restricted; 2024Q4: 104,619 shares; 2025Q1: 280,134 shares; 2025Q2: 248,545 shares; 2025Q3: 291,373 shares; 2025Q4: 351,358 shares 351,358 $17.7M 0.02% +59,985 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 764,632 shares; 2025Q1: 941,444 shares; 2025Q2: 1,024,606 shares; 2025Q3: 1,124,192 shares; 2025Q4: 1,091,436 shares 1,091,436 $17.7M 0.02% -32,756 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,567 shares; 2025Q1: 21,407 shares; 2025Q2: 20,865 shares; 2025Q3: 25,872 shares; 2025Q4: 110,650 shares 110,650 $17.6M 0.02% +84,778 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,991 shares; 2025Q1: 33,745 shares; 2025Q2: 9,662 shares; 2025Q3: 17,585 shares; 2025Q4: 22,363 shares 22,363 $17.5M 0.02% +4,778 Timeline CWI 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: restricted; 2024Q4: 673,315 shares; 2025Q1: 598,954 shares; 2025Q2: 569,855 shares; 2025Q3: 507,424 shares; 2025Q4: 472,839 shares 472,839 $17.5M 0.02% -34,585 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 505,590 shares; 2025Q1: 553,881 shares; 2025Q2: 591,620 shares; 2025Q3: 619,155 shares; 2025Q4: 639,304 shares 639,304 $17.4M 0.02% +20,149 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,535 shares; 2025Q1: 25,124 shares; 2025Q2: 72,807 shares; 2025Q3: 77,451 shares; 2025Q4: 103,760 shares 103,760 $17.4M 0.02% +26,309 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: restricted; 2024Q4: 47,298 shares; 2025Q1: 45,008 shares; 2025Q2: 49,157 shares; 2025Q3: 52,146 shares; 2025Q4: 54,185 shares 54,185 $17.2M 0.02% +2,039 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: restricted; 2024Q4: 153,678 shares; 2025Q1: 147,294 shares; 2025Q2: 146,056 shares; 2025Q3: 139,996 shares; 2025Q4: 134,428 shares 134,428 $17.2M 0.02% -5,568 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,644 shares; 2025Q1: 58,246 shares; 2025Q2: 59,832 shares; 2025Q3: 57,283 shares; 2025Q4: 58,047 shares 58,047 $17.1M 0.02% +764 Timeline IMTB 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: restricted; 2024Q4: 497,167 shares; 2025Q1: 472,792 shares; 2025Q2: 456,727 shares; 2025Q3: 428,199 shares; 2025Q4: 386,905 shares 386,905 $17.1M 0.02% -41,294 Timeline IWP 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: restricted; 2024Q4: 116,687 shares; 2025Q1: 116,131 shares; 2025Q2: 118,392 shares; 2025Q3: 119,635 shares; 2025Q4: 119,923 shares 119,923 $17M 0.02% +288 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511,275 shares; 2025Q1: 514,043 shares; 2025Q2: 282,626 shares; 2025Q3: 325,104 shares; 2025Q4: 330,462 shares 330,462 $17M 0.02% +5,358 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,098 shares; 2025Q1: 9,953 shares; 2025Q2: 44,382 shares; 2025Q3: 42,391 shares; 2025Q4: 78,608 shares 78,608 $17M 0.02% +36,217 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,875 shares; 2025Q1: 80,922 shares; 2025Q2: 82,645 shares; 2025Q3: 90,046 shares; 2025Q4: 90,434 shares 90,434 $17M 0.02% +388 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: restricted; 2024Q4: 23,469 shares; 2025Q1: 24,902 shares; 2025Q2: 24,522 shares; 2025Q3: 24,504 shares; 2025Q4: 33,144 shares 33,144 $16.9M 0.02% +8,640 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,553 shares; 2025Q1: 15,230 shares; 2025Q2: 51,169 shares; 2025Q3: 51,235 shares; 2025Q4: 83,913 shares 83,913 $16.8M 0.02% +32,678 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: restricted; 2024Q4: 195,003 shares; 2025Q1: 162,436 shares; 2025Q2: 260,149 shares; 2025Q3: 268,078 shares; 2025Q4: 295,821 shares 295,821 $16.8M 0.02% +27,743 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,782 shares; 2025Q1: 124,352 shares; 2025Q2: 141,579 shares; 2025Q3: 169,917 shares; 2025Q4: 129,680 shares 129,680 $16.7M 0.02% -40,237 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,864 shares; 2025Q1: 28,838 shares; 2025Q2: 56,058 shares; 2025Q3: 65,747 shares; 2025Q4: 74,859 shares 74,859 $16.7M 0.02% +9,112 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471,912 shares; 2025Q1: 439,419 shares; 2025Q2: 421,650 shares; 2025Q3: 431,401 shares; 2025Q4: 471,289 shares 471,289 $16.7M 0.02% +39,888 Timeline DFNM 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: restricted; 2024Q4: 505,032 shares; 2025Q1: 420,114 shares; 2025Q2: 383,826 shares; 2025Q3: 353,484 shares; 2025Q4: 344,947 shares 344,947 $16.7M 0.02% -8,537 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,650 shares; 2025Q1: 35,964 shares; 2025Q2: 37,445 shares; 2025Q3: 40,818 shares; 2025Q4: 42,217 shares 42,217 $16.6M 0.02% +1,399 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,202,741 shares; 2025Q1: 606,484 shares; 2025Q2: 456,222 shares; 2025Q3: 404,846 shares; 2025Q4: 362,301 shares 362,301 $16.5M 0.02% -42,545 Timeline DJP 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: restricted; 2024Q4: 600,604 shares; 2025Q1: 522,027 shares; 2025Q2: 495,181 shares; 2025Q3: 433,956 shares; 2025Q4: 424,510 shares 424,510 $16.5M 0.02% -9,446 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: restricted; 2024Q4: 20,156 shares; 2025Q1: 27,566 shares; 2025Q2: 63,353 shares; 2025Q3: 43,122 shares; 2025Q4: 44,266 shares 44,266 $16.4M 0.02% +1,144 Timeline DFVX 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: restricted; 2024Q4: not reported; 2025Q1: 178,369 shares; 2025Q2: 183,222 shares; 2025Q3: 191,317 shares; 2025Q4: 214,005 shares 214,005 $16.3M 0.02% +22,688 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,585 shares; 2025Q1: 254,549 shares; 2025Q2: 139,400 shares; 2025Q3: 607,280 shares; 2025Q4: 1,007,138 shares 1,007,138 $16.3M 0.02% +399,858 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 370,735 shares; 2025Q1: 372,953 shares; 2025Q2: 356,869 shares; 2025Q3: 486,671 shares; 2025Q4: 607,996 shares 607,996 $16.1M 0.02% +121,325 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: restricted; 2024Q4: 89,920 shares; 2025Q1: 109,977 shares; 2025Q2: 182,790 shares; 2025Q3: 198,218 shares; 2025Q4: 223,170 shares 223,170 $16.1M 0.02% +24,952 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 526,834 shares; 2025Q1: 516,874 shares; 2025Q2: 579,844 shares; 2025Q3: 544,463 shares; 2025Q4: 550,382 shares 550,382 $16.1M 0.02% +5,919 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,333 shares; 2025Q1: 103,551 shares; 2025Q2: 141,029 shares; 2025Q3: 191,398 shares; 2025Q4: 86,438 shares 86,438 $16M 0.02% -104,960 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,184 shares; 2025Q1: 214,948 shares; 2025Q2: 211,658 shares; 2025Q3: 242,573 shares; 2025Q4: 216,821 shares 216,821 $16M 0.02% -25,752 Timeline MLRG 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: restricted; 2024Q4: 173,522 shares; 2025Q1: 179,461 shares; 2025Q2: 166,562 shares; 2025Q3: 165,875 shares; 2025Q4: 165,492 shares 165,492 $15.9M 0.02% -383 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107,249 shares; 2025Q1: 1,151,608 shares; 2025Q2: 1,093,867 shares; 2025Q3: 1,061,808 shares; 2025Q4: 1,168,793 shares 1,168,793 $15.8M 0.02% +106,985 Timeline JPUS 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: restricted; 2024Q4: 156,648 shares; 2025Q1: 183,077 shares; 2025Q2: 143,721 shares; 2025Q3: 131,680 shares; 2025Q4: 124,702 shares 124,702 $15.8M 0.02% -6,978 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,839 shares; 2025Q1: 109,240 shares; 2025Q2: 168,738 shares; 2025Q3: 265,724 shares; 2025Q4: 198,907 shares 198,907 $15.8M 0.02% -66,817 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: restricted; 2024Q4: 64,145 shares; 2025Q1: 23,947 shares; 2025Q2: 40,505 shares; 2025Q3: 47,644 shares; 2025Q4: 177,780 shares 177,780 $15.7M 0.02% +130,136 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: restricted; 2024Q4: 213,282 shares; 2025Q1: 263,899 shares; 2025Q2: 322,421 shares; 2025Q3: 312,097 shares; 2025Q4: 304,936 shares 304,936 $15.6M 0.02% -7,161 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,599 shares; 2025Q1: 45,608 shares; 2025Q2: 39,545 shares; 2025Q3: 32,299 shares; 2025Q4: 24,435 shares 24,435 $15.6M 0.02% -7,864 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: restricted; 2024Q4: 79,096 shares; 2025Q1: 103,521 shares; 2025Q2: 103,650 shares; 2025Q3: 105,629 shares; 2025Q4: 113,114 shares 113,114 $15.6M 0.02% +7,485 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,943 shares; 2025Q1: 146,464 shares; 2025Q2: 144,720 shares; 2025Q3: 128,475 shares; 2025Q4: 177,342 shares 177,342 $15.6M 0.02% +48,867 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,197 shares; 2025Q1: 33,437 shares; 2025Q2: 81,168 shares; 2025Q3: 91,165 shares; 2025Q4: 105,237 shares 105,237 $15.5M 0.02% +14,072 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: restricted; 2024Q4: 591,771 shares; 2025Q1: 499,713 shares; 2025Q2: 501,777 shares; 2025Q3: 634,841 shares; 2025Q4: 556,683 shares 556,683 $15.5M 0.02% -78,158 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: restricted; 2024Q4: 83,598 shares; 2025Q1: 101,459 shares; 2025Q2: 109,991 shares; 2025Q3: 105,829 shares; 2025Q4: 91,565 shares 91,565 $15.5M 0.02% -14,264 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,446 shares; 2025Q1: 41,877 shares; 2025Q2: 45,547 shares; 2025Q3: 46,280 shares; 2025Q4: 47,709 shares 47,709 $15.4M 0.02% +1,429 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,979 shares; 2025Q1: 4,999 shares; 2025Q2: 5,494 shares; 2025Q3: 32,384 shares; 2025Q4: 126,787 shares 126,787 $15.2M 0.02% +94,403 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197,558 shares; 2025Q1: 179,236 shares; 2025Q2: 168,469 shares; 2025Q3: 178,920 shares; 2025Q4: 179,021 shares 179,021 $15.1M 0.02% +101 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 216,966 shares; 2025Q2: 266,756 shares; 2025Q3: 274,923 shares; 2025Q4: 273,730 shares 273,730 $15.1M 0.02% -1,193 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314,426 shares; 2025Q1: 351,492 shares; 2025Q2: 759,301 shares; 2025Q3: 648,532 shares; 2025Q4: 622,030 shares 622,030 $15.1M 0.02% -26,502 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,493 shares; 2025Q1: 73,246 shares; 2025Q2: 51,267 shares; 2025Q3: 78,944 shares; 2025Q4: 108,607 shares 108,607 $15M 0.02% +29,663 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: restricted; 2024Q4: 218,578 shares; 2025Q1: 223,510 shares; 2025Q2: 218,778 shares; 2025Q3: 214,214 shares; 2025Q4: 204,530 shares 204,530 $14.9M 0.02% -9,684 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,040 shares; 2025Q1: 22,532 shares; 2025Q2: 23,280 shares; 2025Q3: 23,100 shares; 2025Q4: 27,547 shares 27,547 $14.9M 0.02% +4,447 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308,336 shares; 2025Q1: 373,432 shares; 2025Q2: 396,506 shares; 2025Q3: 300,830 shares; 2025Q4: 383,626 shares 383,626 $14.8M 0.02% +82,796 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,932 shares; 2025Q1: 12,803 shares; 2025Q2: 11,866 shares; 2025Q3: 12,103 shares; 2025Q4: 23,365 shares 23,365 $14.8M 0.02% +11,262 Timeline XLI 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: restricted; 2024Q4: 82,390 shares; 2025Q1: 74,302 shares; 2025Q2: 78,552 shares; 2025Q3: 84,766 shares; 2025Q4: 90,726 shares 90,726 $14.8M 0.02% +5,960 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,196 shares; 2025Q1: 6,011 shares; 2025Q2: 7,360 shares; 2025Q3: 7,165 shares; 2025Q4: 43,903 shares 43,903 $14.8M 0.02% +36,738 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 355,233 shares; 2025Q4: 384,593 shares 384,593 $14.7M 0.02% +29,360 Timeline USTB 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: restricted; 2024Q4: 226,542 shares; 2025Q1: 288,273 shares; 2025Q2: 504,794 shares; 2025Q3: 503,357 shares; 2025Q4: 289,315 shares 289,315 $14.7M 0.02% -214,042 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,438 shares; 2025Q1: 15,734 shares; 2025Q2: 11,954 shares; 2025Q3: 13,550 shares; 2025Q4: 52,512 shares 52,512 $14.7M 0.02% +38,962 Timeline TLT 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: restricted; 2024Q4: 192,289 shares; 2025Q1: 181,751 shares; 2025Q2: 169,555 shares; 2025Q3: 168,254 shares; 2025Q4: 167,906 shares 167,906 $14.7M 0.02% -348 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,255 shares; 2025Q1: 136,807 shares; 2025Q2: 136,023 shares; 2025Q3: 144,182 shares; 2025Q4: 152,279 shares 152,279 $14.6M 0.02% +8,097 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: restricted; 2024Q4: 32,295 shares; 2025Q1: 29,557 shares; 2025Q2: 28,649 shares; 2025Q3: 31,227 shares; 2025Q4: 32,598 shares 32,598 $14.6M 0.02% +1,371 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,798 shares; 2025Q1: 94,205 shares; 2025Q2: 108,533 shares; 2025Q3: 116,664 shares; 2025Q4: 109,566 shares 109,566 $14.6M 0.02% -7,098 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,047 shares; 2025Q1: 35,517 shares; 2025Q2: 35,966 shares; 2025Q3: 36,556 shares; 2025Q4: 34,627 shares 34,627 $14.6M 0.02% -1,929 Timeline SOXX 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: restricted; 2024Q4: 29,577 shares; 2025Q1: 27,433 shares; 2025Q2: 43,283 shares; 2025Q3: 42,493 shares; 2025Q4: 44,260 shares 44,260 $14.5M 0.02% +1,767 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: restricted; 2024Q4: 87,391 shares; 2025Q1: 106,876 shares; 2025Q2: 103,727 shares; 2025Q3: 207,523 shares; 2025Q4: 253,111 shares 253,111 $14.5M 0.02% +45,588 Timeline IUSG 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: restricted; 2024Q4: 104,044 shares; 2025Q1: 91,679 shares; 2025Q2: 89,745 shares; 2025Q3: 91,515 shares; 2025Q4: 84,727 shares 84,727 $14.4M 0.02% -6,788 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: restricted; 2024Q4: 110,845 shares; 2025Q1: 103,576 shares; 2025Q2: 107,447 shares; 2025Q3: 104,030 shares; 2025Q4: 104,472 shares 104,472 $14.3M 0.02% +442 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,485 shares; 2025Q1: 221,496 shares; 2025Q2: 171,226 shares; 2025Q3: 310,870 shares; 2025Q4: 326,450 shares 326,450 $14.3M 0.02% +15,580 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,605 shares; 2025Q1: 61,218 shares; 2025Q2: 61,403 shares; 2025Q3: 71,851 shares; 2025Q4: 103,348 shares 103,348 $14.3M 0.02% +31,497 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: restricted; 2024Q4: 125,022 shares; 2025Q1: 118,591 shares; 2025Q2: 222,442 shares; 2025Q3: 229,465 shares; 2025Q4: 285,481 shares 285,481 $14.2M 0.02% +56,016 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,855 shares; 2025Q1: 26,585 shares; 2025Q2: 26,718 shares; 2025Q3: 28,682 shares; 2025Q4: 427,985 shares 427,985 $14.2M 0.02% +399,303 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,908 shares; 2025Q1: 64,833 shares; 2025Q2: 320,671 shares; 2025Q3: 342,707 shares; 2025Q4: 342,153 shares 342,153 $14.2M 0.02% -554 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 585,420 shares 585,420 $14.1M 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258,623 shares; 2025Q1: 254,058 shares; 2025Q2: 213,029 shares; 2025Q3: 212,514 shares; 2025Q4: 226,205 shares 226,205 $14.1M 0.02% +13,691 Timeline DLN 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: restricted; 2024Q4: 143,736 shares; 2025Q1: 136,910 shares; 2025Q2: 133,991 shares; 2025Q3: 145,698 shares; 2025Q4: 157,066 shares 157,066 $14.1M 0.02% +11,368 Timeline GDX 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: restricted; 2024Q4: 174,508 shares; 2025Q1: 164,820 shares; 2025Q2: 157,832 shares; 2025Q3: 156,610 shares; 2025Q4: 152,131 shares 152,131 $14M 0.02% -4,479 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: restricted; 2024Q4: 77,288 shares; 2025Q1: 195,819 shares; 2025Q2: 224,840 shares; 2025Q3: 276,349 shares; 2025Q4: 290,103 shares 290,103 $13.9M 0.02% +13,754 Timeline FVD 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: restricted; 2024Q4: 353,270 shares; 2025Q1: 330,904 shares; 2025Q2: 298,003 shares; 2025Q3: 295,529 shares; 2025Q4: 296,303 shares 296,303 $13.8M 0.02% +774 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,884 shares; 2025Q1: 79,735 shares; 2025Q2: 82,835 shares; 2025Q3: 106,789 shares; 2025Q4: 127,777 shares 127,777 $13.7M 0.02% +20,988 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275,070 shares; 2025Q1: 266,981 shares; 2025Q2: 282,024 shares; 2025Q3: 308,872 shares; 2025Q4: 319,935 shares 319,935 $13.6M 0.02% +11,063 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: restricted; 2024Q4: 30,341 shares; 2025Q1: 31,644 shares; 2025Q2: 137,600 shares; 2025Q3: 157,831 shares; 2025Q4: 151,246 shares 151,246 $13.6M 0.02% -6,585 Timeline SMH 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: restricted; 2024Q4: 27,601 shares; 2025Q1: 25,645 shares; 2025Q2: 30,737 shares; 2025Q3: 32,403 shares; 2025Q4: 35,073 shares 35,073 $13.6M 0.02% +2,670 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: restricted; 2024Q4: 108,553 shares; 2025Q1: 107,185 shares; 2025Q2: 109,810 shares; 2025Q3: 110,112 shares; 2025Q4: 112,605 shares 112,605 $13.6M 0.02% +2,493 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,371 shares; 2025Q1: 7,276 shares; 2025Q2: 6,076 shares; 2025Q3: 15,193 shares; 2025Q4: 21,942 shares 21,942 $13.4M 0.02% +6,749 Timeline JSCP 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: restricted; 2024Q4: 1,801,181 shares; 2025Q1: 1,917,581 shares; 2025Q2: 259,727 shares; 2025Q3: 271,990 shares; 2025Q4: 281,859 shares 281,859 $13.4M 0.02% +9,869 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,331 shares; 2025Q1: 131,411 shares; 2025Q2: 133,842 shares; 2025Q3: 756,651 shares; 2025Q4: 169,966 shares 169,966 $13.4M 0.02% -586,685 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,366 shares; 2025Q1: 160,424 shares; 2025Q2: 160,939 shares; 2025Q3: 167,793 shares; 2025Q4: 196,883 shares 196,883 $13.3M 0.02% +29,090 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,143 shares; 2025Q1: 44,152 shares; 2025Q2: 53,168 shares; 2025Q3: 326,226 shares; 2025Q4: 155,685 shares 155,685 $13.3M 0.02% -170,541 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: restricted; 2024Q4: 221,153 shares; 2025Q1: 204,765 shares; 2025Q2: 190,564 shares; 2025Q3: 190,324 shares; 2025Q4: 184,647 shares 184,647 $13.3M 0.02% -5,677 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,429 shares; 2025Q1: 207,874 shares; 2025Q2: 208,092 shares; 2025Q3: 250,708 shares; 2025Q4: 287,192 shares 287,192 $13.3M 0.02% +36,484 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: restricted; 2024Q4: 71,350 shares; 2025Q1: 72,581 shares; 2025Q2: 94,489 shares; 2025Q3: 88,567 shares; 2025Q4: 87,948 shares 87,948 $13.3M 0.02% -619 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: restricted; 2024Q4: 80,153 shares; 2025Q1: 105,009 shares; 2025Q2: 115,750 shares; 2025Q3: 116,952 shares; 2025Q4: 135,485 shares 135,485 $13.2M 0.02% +18,533 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: restricted; 2024Q4: 101,212 shares; 2025Q1: 95,692 shares; 2025Q2: 94,364 shares; 2025Q3: 95,135 shares; 2025Q4: 93,161 shares 93,161 $13.2M 0.02% -1,974 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,563 shares; 2025Q1: 51,363 shares; 2025Q2: 87,713 shares; 2025Q3: 86,656 shares; 2025Q4: 89,228 shares 89,228 $13.2M 0.02% +2,572 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: restricted; 2024Q4: 101,558 shares; 2025Q1: 92,525 shares; 2025Q2: 91,868 shares; 2025Q3: 87,657 shares; 2025Q4: 89,891 shares 89,891 $13.1M 0.02% +2,234 Timeline MODL 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: restricted; 2024Q4: not reported; 2025Q1: 24,640 shares; 2025Q2: 85,203 shares; 2025Q3: 235,138 shares; 2025Q4: 273,112 shares 273,112 $13.1M 0.02% +37,974 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: restricted; 2024Q4: 86,586 shares; 2025Q1: 101,271 shares; 2025Q2: 99,237 shares; 2025Q3: 111,400 shares; 2025Q4: 107,152 shares 107,152 $13.1M 0.02% -4,248 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: restricted; 2024Q4: 46,982 shares; 2025Q1: 76,919 shares; 2025Q2: 97,782 shares; 2025Q3: 73,958 shares; 2025Q4: 67,971 shares 67,971 $13.1M 0.02% -5,987 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,141 shares; 2025Q1: 58,980 shares; 2025Q2: 67,769 shares; 2025Q3: 84,950 shares; 2025Q4: 90,377 shares 90,377 $13M 0.02% +5,427 Timeline CEF 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: restricted; 2024Q4: 144,129 shares; 2025Q1: 212,738 shares; 2025Q2: 208,708 shares; 2025Q3: 261,559 shares; 2025Q4: 262,792 shares 262,792 $13M 0.02% +1,233 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,241 shares; 2025Q1: 140,883 shares; 2025Q2: 204,117 shares; 2025Q3: 238,423 shares; 2025Q4: 59,999 shares 59,999 $12.9M 0.02% -178,424 Timeline XLY 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: restricted; 2024Q4: 59,386 shares; 2025Q1: 50,700 shares; 2025Q2: 53,727 shares; 2025Q3: 55,212 shares; 2025Q4: 106,565 shares 106,565 $12.9M 0.02% +51,353 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: restricted; 2024Q4: 28,346 shares; 2025Q1: 36,501 shares; 2025Q2: 101,487 shares; 2025Q3: 157,918 shares; 2025Q4: 170,222 shares 170,222 $12.9M 0.02% +12,304 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,142 shares; 2025Q1: 22,351 shares; 2025Q2: 27,678 shares; 2025Q3: 51,177 shares; 2025Q4: 88,336 shares 88,336 $12.9M 0.02% +37,159 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,806 shares; 2025Q1: 184,352 shares; 2025Q2: 205,464 shares; 2025Q3: 185,848 shares; 2025Q4: 177,343 shares 177,343 $12.9M 0.02% -8,505 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,872 shares; 2025Q1: 133,215 shares; 2025Q2: 122,601 shares; 2025Q3: 140,624 shares; 2025Q4: 148,440 shares 148,440 $12.7M 0.02% +7,816 Timeline SCMB 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: restricted; 2024Q4: 63,591 shares; 2025Q1: 57,010 shares; 2025Q2: 134,584 shares; 2025Q3: 141,691 shares; 2025Q4: 489,805 shares 489,805 $12.7M 0.02% +348,114 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: restricted; 2024Q4: 119,207 shares; 2025Q1: 116,469 shares; 2025Q2: 164,944 shares; 2025Q3: 173,083 shares; 2025Q4: 209,652 shares 209,652 $12.6M 0.02% +36,569 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,282 shares; 2025Q1: 139,086 shares; 2025Q2: 160,667 shares; 2025Q3: 169,678 shares; 2025Q4: 165,686 shares 165,686 $12.5M 0.02% -3,992 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,792 shares 189,792 $12.3M 0.02% new 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: restricted; 2024Q4: 345,027 shares; 2025Q1: 176,682 shares; 2025Q2: 370,272 shares; 2025Q3: 392,387 shares; 2025Q4: 414,074 shares 414,074 $12.2M 0.02% +21,687 Timeline SCHC 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: restricted; 2024Q4: 569,276 shares; 2025Q1: 303,956 shares; 2025Q2: 267,033 shares; 2025Q3: 264,121 shares; 2025Q4: 261,813 shares 261,813 $12.2M 0.02% -2,308 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,674 shares; 2025Q1: 82,829 shares; 2025Q2: 125,582 shares; 2025Q3: 90,962 shares; 2025Q4: 97,665 shares 97,665 $12.2M 0.02% +6,703 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,314 shares; 2025Q1: 136,128 shares; 2025Q2: 140,205 shares; 2025Q3: 151,500 shares; 2025Q4: 172,072 shares 172,072 $12.2M 0.02% +20,572 Timeline LRGF 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: restricted; 2024Q4: 320,499 shares; 2025Q1: 208,283 shares; 2025Q2: 212,946 shares; 2025Q3: 181,100 shares; 2025Q4: 172,478 shares 172,478 $12.1M 0.02% -8,622 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,116 shares; 2025Q1: 16,639 shares; 2025Q2: 14,339 shares; 2025Q3: 151,987 shares; 2025Q4: 376,983 shares 376,983 $12.1M 0.02% +224,996 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: restricted; 2024Q4: 41,701 shares; 2025Q1: 74,702 shares; 2025Q2: 78,059 shares; 2025Q3: 76,707 shares; 2025Q4: 83,514 shares 83,514 $12.1M 0.02% +6,807 Timeline AVSU 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: restricted; 2024Q4: not reported; 2025Q1: 137,887 shares; 2025Q2: 138,582 shares; 2025Q3: 144,827 shares; 2025Q4: 153,639 shares 153,639 $12M 0.02% +8,812 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: restricted; 2024Q4: 56,772 shares; 2025Q1: 94,756 shares; 2025Q2: 103,002 shares; 2025Q3: 106,345 shares; 2025Q4: 106,711 shares 106,711 $12M 0.02% +366 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: restricted; 2024Q4: 242,302 shares; 2025Q1: 237,096 shares; 2025Q2: 210,420 shares; 2025Q3: 203,603 shares; 2025Q4: 200,204 shares 200,204 $12M 0.02% -3,399 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: restricted; 2024Q4: 92,498 shares; 2025Q1: 94,298 shares; 2025Q2: 97,552 shares; 2025Q3: 99,763 shares; 2025Q4: 100,637 shares 100,637 $12M 0.02% +874 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,348 shares; 2025Q1: 123,201 shares; 2025Q2: 101,896 shares; 2025Q3: 40,200 shares; 2025Q4: 284,657 shares 284,657 $12M 0.02% +244,457 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,286 shares; 2025Q1: 58,074 shares; 2025Q2: 56,223 shares; 2025Q3: 55,116 shares; 2025Q4: 55,008 shares 55,008 $12M 0.02% -108 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: restricted; 2024Q4: 118,847 shares; 2025Q1: 117,428 shares; 2025Q2: 100,986 shares; 2025Q3: 100,080 shares; 2025Q4: 97,886 shares 97,886 $12M 0.02% -2,194 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: restricted; 2024Q4: 30,581 shares; 2025Q1: 8,346 shares; 2025Q2: 31,713 shares; 2025Q3: 35,788 shares; 2025Q4: 38,007 shares 38,007 $12M 0.02% +2,219 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,881 shares; 2025Q1: 21,411 shares; 2025Q2: 21,603 shares; 2025Q3: 26,247 shares; 2025Q4: 27,315 shares 27,315 $11.9M 0.02% +1,068 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574,374 shares; 2025Q1: 479,150 shares; 2025Q2: 249,058 shares; 2025Q3: 246,019 shares; 2025Q4: 247,684 shares 247,684 $11.9M 0.02% +1,665 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: restricted; 2024Q4: 77,265 shares; 2025Q1: 79,888 shares; 2025Q2: 84,772 shares; 2025Q3: 82,643 shares; 2025Q4: 100,492 shares 100,492 $11.8M 0.02% +17,849 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,750 shares; 2025Q1: 24,644 shares; 2025Q2: 51,686 shares; 2025Q3: 143,518 shares; 2025Q4: 168,449 shares 168,449 $11.8M 0.02% +24,931 Timeline CLIP 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: restricted; 2024Q4: 112,910 shares; 2025Q1: 81,342 shares; 2025Q2: 90,046 shares; 2025Q3: 106,459 shares; 2025Q4: 117,139 shares 117,139 $11.7M 0.02% +10,680 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,102 shares; 2025Q1: 6,596 shares; 2025Q2: 25,147 shares; 2025Q3: 38,970 shares; 2025Q4: 56,809 shares 56,809 $11.7M 0.02% +17,839 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: restricted; 2024Q4: 188,752 shares; 2025Q1: 212,275 shares; 2025Q2: 209,852 shares; 2025Q3: 227,080 shares; 2025Q4: 241,378 shares 241,378 $11.6M 0.02% +14,298 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: restricted; 2024Q4: 54,152 shares; 2025Q1: 59,429 shares; 2025Q2: 92,294 shares; 2025Q3: 160,189 shares; 2025Q4: 93,521 shares 93,521 $11.6M 0.02% -66,668 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,778 shares; 2025Q1: 34,107 shares; 2025Q2: 49,812 shares; 2025Q3: 53,095 shares; 2025Q4: 58,636 shares 58,636 $11.6M 0.02% +5,541 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217,729 shares; 2025Q1: 171,376 shares; 2025Q2: 187,146 shares; 2025Q3: 214,697 shares; 2025Q4: 263,466 shares 263,466 $11.5M 0.02% +48,769 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317,157 shares; 2025Q1: 337,242 shares; 2025Q2: 278,612 shares; 2025Q3: 146,730 shares; 2025Q4: 146,859 shares 146,859 $11.5M 0.02% +129 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,493 shares; 2025Q1: 19,346 shares; 2025Q2: 28,323 shares; 2025Q3: 36,411 shares; 2025Q4: 45,835 shares 45,835 $11.5M 0.02% +9,424 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: restricted; 2024Q4: 231,523 shares; 2025Q1: 261,501 shares; 2025Q2: 270,036 shares; 2025Q3: 252,589 shares; 2025Q4: 232,290 shares 232,290 $11.5M 0.02% -20,299 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: restricted; 2024Q4: 28,082 shares; 2025Q1: 45,308 shares; 2025Q2: 27,104 shares; 2025Q3: 73,451 shares; 2025Q4: 32,664 shares 32,664 $11.4M 0.02% -40,787 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: restricted; 2024Q4: 125,896 shares; 2025Q1: 97,919 shares; 2025Q2: 116,736 shares; 2025Q3: 117,172 shares; 2025Q4: 448,204 shares 448,204 $11.4M 0.02% +331,032 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,180 shares; 2025Q1: 105,272 shares; 2025Q2: 105,472 shares; 2025Q3: 142,898 shares; 2025Q4: 140,881 shares 140,881 $11.3M 0.02% -2,017 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241,232 shares; 2025Q1: 231,718 shares; 2025Q2: 232,438 shares; 2025Q3: 226,208 shares; 2025Q4: 213,722 shares 213,722 $11.3M 0.02% -12,486 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,929 shares; 2025Q2: 24,992 shares; 2025Q3: 30,194 shares; 2025Q4: 31,691 shares 31,691 $11.3M 0.02% +1,497 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: restricted; 2024Q4: 120,910 shares; 2025Q1: 118,738 shares; 2025Q2: 116,842 shares; 2025Q3: 119,157 shares; 2025Q4: 117,828 shares 117,828 $11.3M 0.02% -1,329 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: restricted; 2024Q4: 99,242 shares; 2025Q1: 91,470 shares; 2025Q2: 75,656 shares; 2025Q3: 74,968 shares; 2025Q4: 63,090 shares 63,090 $11.3M 0.02% -11,878 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,703 shares; 2025Q1: 246,798 shares; 2025Q2: 266,771 shares; 2025Q3: 238,456 shares; 2025Q4: 244,320 shares 244,320 $11.2M 0.02% +5,864 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,870 shares; 2025Q1: 255,758 shares; 2025Q2: 251,602 shares; 2025Q3: 246,486 shares; 2025Q4: 246,250 shares 246,250 $11.1M 0.02% -236 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,172 shares; 2025Q1: 11,294 shares; 2025Q2: 12,738 shares; 2025Q3: 13,135 shares; 2025Q4: 37,764 shares 37,764 $11.1M 0.02% +24,629 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,478 shares; 2025Q1: 205,833 shares; 2025Q2: 202,417 shares; 2025Q3: 185,181 shares; 2025Q4: 194,755 shares 194,755 $11M 0.01% +9,574 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,072 shares; 2025Q1: 47,357 shares; 2025Q2: 42,675 shares; 2025Q3: 40,059 shares; 2025Q4: 39,453 shares 39,453 $10.9M 0.01% -606 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: restricted; 2024Q4: 76,154 shares; 2025Q1: 84,312 shares; 2025Q2: 302,908 shares; 2025Q3: 301,794 shares; 2025Q4: 304,203 shares 304,203 $10.9M 0.01% +2,409 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,262 shares; 2025Q1: 94,179 shares; 2025Q2: 96,366 shares; 2025Q3: 97,251 shares; 2025Q4: 93,115 shares 93,115 $10.9M 0.01% -4,136 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: restricted; 2024Q4: not reported; 2025Q1: 22,851 shares; 2025Q2: 43,863 shares; 2025Q3: 236,003 shares; 2025Q4: 240,145 shares 240,145 $10.9M 0.01% +4,142 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554,286 shares; 2025Q1: 296,585 shares; 2025Q2: 352,465 shares; 2025Q3: 90,280 shares; 2025Q4: 244,958 shares 244,958 $10.9M 0.01% +154,678 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: restricted; 2024Q4: 159,975 shares; 2025Q1: 173,408 shares; 2025Q2: 253,268 shares; 2025Q3: 126,989 shares; 2025Q4: 123,839 shares 123,839 $10.9M 0.01% -3,150 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,017 shares; 2025Q1: 97,998 shares; 2025Q2: 100,967 shares; 2025Q3: 102,675 shares; 2025Q4: 102,335 shares 102,335 $10.8M 0.01% -340 Timeline CIBR 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: restricted; 2024Q4: 155,495 shares; 2025Q1: 157,652 shares; 2025Q2: 147,361 shares; 2025Q3: 144,859 shares; 2025Q4: 149,478 shares 149,478 $10.8M 0.01% +4,619 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,115 shares; 2025Q1: 142,505 shares; 2025Q2: 169,778 shares; 2025Q3: 173,147 shares; 2025Q4: 394,545 shares 394,545 $10.8M 0.01% +221,398 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: restricted; 2024Q4: 17,179 shares; 2025Q1: 17,490 shares; 2025Q2: 17,643 shares; 2025Q3: 17,790 shares; 2025Q4: 24,581 shares 24,581 $10.7M 0.01% +6,791 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,154 shares; 2025Q1: 88,101 shares; 2025Q2: 119,170 shares; 2025Q3: 171,168 shares; 2025Q4: 220,196 shares 220,196 $10.6M 0.01% +49,028 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,888 shares; 2025Q1: 5,454 shares; 2025Q2: 5,730 shares; 2025Q3: 37,649 shares; 2025Q4: 42,489 shares 42,489 $10.6M 0.01% +4,840 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,681 shares; 2025Q1: 4,788 shares; 2025Q2: 4,785 shares; 2025Q3: 4,800 shares; 2025Q4: 4,835 shares 4,835 $10.6M 0.01% +35 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: restricted; 2024Q4: 240,038 shares; 2025Q1: 258,299 shares; 2025Q2: 133,556 shares; 2025Q3: 132,287 shares; 2025Q4: 121,508 shares 121,508 $10.6M 0.01% -10,779 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547,061 shares 547,061 $10.6M 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,014 shares; 2025Q1: 38,705 shares; 2025Q2: 43,270 shares; 2025Q3: 44,299 shares; 2025Q4: 45,558 shares 45,558 $10.5M 0.01% +1,259 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482,572 shares; 2025Q1: 492,441 shares; 2025Q2: 483,025 shares; 2025Q3: 339,863 shares; 2025Q4: 341,830 shares 341,830 $10.5M 0.01% +1,967 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,185 shares; 2025Q1: 31,658 shares; 2025Q2: 32,920 shares; 2025Q3: 51,694 shares; 2025Q4: 55,979 shares 55,979 $10.5M 0.01% +4,285 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: restricted; 2024Q4: 191,388 shares; 2025Q1: 186,734 shares; 2025Q2: 207,340 shares; 2025Q3: 218,233 shares; 2025Q4: 206,625 shares 206,625 $10.5M 0.01% -11,608 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: restricted; 2024Q4: 96,526 shares; 2025Q1: 103,337 shares; 2025Q2: 109,120 shares; 2025Q3: 60,607 shares; 2025Q4: 112,074 shares 112,074 $10.5M 0.01% +51,467 Timeline FLRG 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: restricted; 2024Q4: 224,840 shares; 2025Q1: 243,239 shares; 2025Q2: 250,142 shares; 2025Q3: 254,197 shares; 2025Q4: 273,561 shares 273,561 $10.5M 0.01% +19,364 Timeline CRTC 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: restricted; 2024Q4: 28,594 shares; 2025Q1: 255,501 shares; 2025Q2: 277,015 shares; 2025Q3: 274,402 shares; 2025Q4: 277,587 shares 277,587 $10.4M 0.01% +3,185 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,754 shares; 2025Q1: 55,605 shares; 2025Q2: 53,112 shares; 2025Q3: 63,880 shares; 2025Q4: 82,054 shares 82,054 $10.4M 0.01% +18,174 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: restricted; 2024Q4: 280,813 shares; 2025Q1: 228,149 shares; 2025Q2: 203,983 shares; 2025Q3: 186,866 shares; 2025Q4: 184,170 shares 184,170 $10.4M 0.01% -2,696 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,089 shares; 2025Q1: 20,045 shares; 2025Q2: 22,961 shares; 2025Q3: 18,299 shares; 2025Q4: 295,461 shares 295,461 $10.3M 0.01% +277,162 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,646 shares; 2025Q1: 22,543 shares; 2025Q2: 74,302 shares; 2025Q3: 95,214 shares; 2025Q4: 101,546 shares 101,546 $10.3M 0.01% +6,332 Timeline XLC 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: restricted; 2024Q4: 92,852 shares; 2025Q1: 95,005 shares; 2025Q2: 87,336 shares; 2025Q3: 82,908 shares; 2025Q4: 87,694 shares 87,694 $10.3M 0.01% +4,786 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,981 shares; 2025Q1: 125,323 shares; 2025Q2: 110,633 shares; 2025Q3: 113,099 shares; 2025Q4: 105,238 shares 105,238 $10.3M 0.01% -7,861 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: restricted; 2024Q4: 135,352 shares; 2025Q1: 142,009 shares; 2025Q2: 95,846 shares; 2025Q3: 91,493 shares; 2025Q4: 86,892 shares 86,892 $10.2M 0.01% -4,601 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,608 shares; 2025Q1: 36,182 shares; 2025Q2: 37,533 shares; 2025Q3: 37,846 shares; 2025Q4: 38,072 shares 38,072 $10.2M 0.01% +226 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,754 shares; 2025Q1: 27,189 shares; 2025Q2: 33,598 shares; 2025Q3: 33,517 shares; 2025Q4: 32,272 shares 32,272 $10.2M 0.01% -1,245 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375,309 shares; 2025Q1: 376,089 shares; 2025Q2: 385,540 shares; 2025Q3: 395,993 shares; 2025Q4: 401,952 shares 401,952 $10.2M 0.01% +5,959 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: restricted; 2024Q4: 83,279 shares; 2025Q1: 85,090 shares; 2025Q2: 85,385 shares; 2025Q3: 95,877 shares; 2025Q4: 100,929 shares 100,929 $10.1M 0.01% +5,052 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425,321 shares; 2025Q1: 413,523 shares; 2025Q2: 428,357 shares; 2025Q3: 425,494 shares; 2025Q4: 430,951 shares 430,951 $10.1M 0.01% +5,457 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,473 shares 236,473 $10M 0.01% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,510 shares; 2025Q1: 103,581 shares; 2025Q2: 100,144 shares; 2025Q3: 96,020 shares; 2025Q4: 97,868 shares 97,868 $9.96M 0.01% +1,848 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,261 shares; 2025Q1: 73,545 shares; 2025Q2: 183,666 shares; 2025Q3: 100,971 shares; 2025Q4: 99,017 shares 99,017 $9.9M 0.01% -1,954 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207,448 shares; 2025Q1: not reported; 2025Q2: 248,246 shares; 2025Q3: 269,826 shares; 2025Q4: 272,261 shares 272,261 $9.88M 0.01% +2,435 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,364 shares; 2025Q1: 141,529 shares; 2025Q2: 143,469 shares; 2025Q3: 116,606 shares; 2025Q4: 147,894 shares 147,894 $9.85M 0.01% +31,288 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,190 shares; 2025Q1: 364,401 shares; 2025Q2: 177,221 shares; 2025Q3: 189,590 shares; 2025Q4: 198,567 shares 198,567 $9.83M 0.01% +8,977 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: restricted; 2024Q4: 102,106 shares; 2025Q1: 93,167 shares; 2025Q2: 93,456 shares; 2025Q3: 94,054 shares; 2025Q4: 98,396 shares 98,396 $9.82M 0.01% +4,342 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,255 shares; 2025Q1: 37,661 shares; 2025Q2: 28,399 shares; 2025Q3: 28,719 shares; 2025Q4: 42,611 shares 42,611 $9.81M 0.01% +13,892 Timeline PULS 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: restricted; 2024Q4: 177,906 shares; 2025Q1: 271,150 shares; 2025Q2: 303,133 shares; 2025Q3: 196,350 shares; 2025Q4: 196,538 shares 196,538 $9.75M 0.01% +188 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,978 shares; 2025Q1: 13,162 shares; 2025Q2: 13,058 shares; 2025Q3: 13,042 shares; 2025Q4: 78,736 shares 78,736 $9.67M 0.01% +65,694 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,250 shares; 2025Q4: 172,768 shares 172,768 $9.63M 0.01% +127,518 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,522 shares; 2025Q1: 275,806 shares; 2025Q2: 258,736 shares; 2025Q3: 248,469 shares; 2025Q4: 243,757 shares 243,757 $9.6M 0.01% -4,712 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318,098 shares; 2025Q3: 320,234 shares; 2025Q4: 321,640 shares 321,640 $9.6M 0.01% +1,406 Timeline SEIE 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: restricted; 2024Q4: 424,687 shares; 2025Q1: 343,923 shares; 2025Q2: 311,007 shares; 2025Q3: 293,736 shares; 2025Q4: 289,569 shares 289,569 $9.59M 0.01% -4,167 Timeline DFSD 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: restricted; 2024Q4: 166,540 shares; 2025Q1: 166,709 shares; 2025Q2: 173,709 shares; 2025Q3: 187,693 shares; 2025Q4: 199,544 shares 199,544 $9.58M 0.01% +11,851 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: restricted; 2024Q4: 253,527 shares; 2025Q1: 259,911 shares; 2025Q2: 270,115 shares; 2025Q3: 268,493 shares; 2025Q4: 277,868 shares 277,868 $9.55M 0.01% +9,375 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682,348 shares; 2025Q1: 681,161 shares; 2025Q2: 729,734 shares; 2025Q3: 736,261 shares; 2025Q4: 723,855 shares 723,855 $9.54M 0.01% -12,406 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 462,291 shares; 2025Q1: 602,708 shares; 2025Q2: 588,415 shares; 2025Q3: 604,977 shares; 2025Q4: 689,860 shares 689,860 $9.53M 0.01% +84,883 Timeline FALN 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: restricted; 2024Q4: 41,475 shares; 2025Q1: 42,027 shares; 2025Q2: 35,094 shares; 2025Q3: 34,249 shares; 2025Q4: 344,730 shares 344,730 $9.46M 0.01% +310,481 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,135 shares; 2025Q1: 39,690 shares; 2025Q2: 62,041 shares; 2025Q3: 63,651 shares; 2025Q4: 93,066 shares 93,066 $9.46M 0.01% +29,415 Timeline NOBL 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: restricted; 2024Q4: 88,181 shares; 2025Q1: 108,663 shares; 2025Q2: 80,906 shares; 2025Q3: 79,150 shares; 2025Q4: 87,874 shares 87,874 $9.46M 0.01% +8,724 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,628 shares; 2025Q1: 44,003 shares; 2025Q2: 45,222 shares; 2025Q3: 51,601 shares; 2025Q4: 55,860 shares 55,860 $9.44M 0.01% +4,259 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: restricted; 2024Q4: 111,712 shares; 2025Q1: 84,795 shares; 2025Q2: 87,942 shares; 2025Q3: 89,190 shares; 2025Q4: 97,900 shares 97,900 $9.43M 0.01% +8,710 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157,196 shares; 2025Q1: 147,743 shares; 2025Q2: 150,385 shares; 2025Q3: 159,022 shares; 2025Q4: 202,474 shares 202,474 $9.34M 0.01% +43,452 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,248 shares; 2025Q1: 4,292 shares; 2025Q2: 4,307 shares; 2025Q3: 4,272 shares; 2025Q4: 4,363 shares 4,363 $9.31M 0.01% +91 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,397 shares; 2025Q1: 114,181 shares; 2025Q2: 126,468 shares; 2025Q3: 167,550 shares; 2025Q4: 178,627 shares 178,627 $9.27M 0.01% +11,077 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,611 shares; 2025Q1: 148,302 shares; 2025Q2: 152,469 shares; 2025Q3: 107,168 shares; 2025Q4: 71,590 shares 71,590 $9.26M 0.01% -35,578 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,006 shares; 2025Q1: 52,383 shares; 2025Q2: 61,884 shares; 2025Q3: 68,555 shares; 2025Q4: 68,906 shares 68,906 $9.26M 0.01% +351 Timeline SCZ 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: restricted; 2024Q4: 137,547 shares; 2025Q1: 128,392 shares; 2025Q2: 118,665 shares; 2025Q3: 112,426 shares; 2025Q4: 116,487 shares 116,487 $9.23M 0.01% +4,061 Timeline EVYM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,151 shares; 2025Q3: 173,239 shares; 2025Q4: 184,274 shares 184,274 $9.21M 0.01% +11,035 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,600 shares; 2025Q1: 146,038 shares; 2025Q2: 370,197 shares; 2025Q3: 426,314 shares; 2025Q4: 461,269 shares 461,269 $9.2M 0.01% +34,955 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271,311 shares; 2025Q1: 273,158 shares; 2025Q2: 358,460 shares; 2025Q3: 387,433 shares; 2025Q4: 500,678 shares 500,678 $9.2M 0.01% +113,245 Timeline OEF 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: restricted; 2024Q4: 39,192 shares; 2025Q1: 35,732 shares; 2025Q2: 21,935 shares; 2025Q3: 23,004 shares; 2025Q4: 26,526 shares 26,526 $9.15M 0.01% +3,522 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,519 shares; 2025Q1: 9,926 shares; 2025Q2: 14,029 shares; 2025Q3: 14,042 shares; 2025Q4: 13,977 shares 13,977 $9.15M 0.01% -65 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,517 shares; 2025Q1: 20,172 shares; 2025Q2: 19,810 shares; 2025Q3: 20,037 shares; 2025Q4: 17,949 shares 17,949 $9.14M 0.01% -2,088 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: restricted; 2024Q4: 95,205 shares; 2025Q1: 98,686 shares; 2025Q2: 105,431 shares; 2025Q3: 110,964 shares; 2025Q4: 106,720 shares 106,720 $9.1M 0.01% -4,244 Timeline IYY 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: restricted; 2024Q4: 48,058 shares; 2025Q1: 51,814 shares; 2025Q2: 52,959 shares; 2025Q3: 53,969 shares; 2025Q4: 53,766 shares 53,766 $9.06M 0.01% -203 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: restricted; 2024Q4: 144,264 shares; 2025Q1: 169,944 shares; 2025Q2: 164,541 shares; 2025Q3: 160,474 shares; 2025Q4: 207,267 shares 207,267 $9.04M 0.01% +46,793 Timeline GVI 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: restricted; 2024Q4: 11,422 shares; 2025Q1: 85,949 shares; 2025Q2: 84,234 shares; 2025Q3: 82,925 shares; 2025Q4: 84,106 shares 84,106 $9.03M 0.01% +1,181 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,462 shares; 2025Q1: 19,804 shares; 2025Q2: 23,781 shares; 2025Q3: 47,073 shares; 2025Q4: 92,374 shares 92,374 $9.03M 0.01% +45,301 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,359 shares; 2025Q1: 116,888 shares; 2025Q2: 168,204 shares; 2025Q3: 219,417 shares; 2025Q4: 259,165 shares 259,165 $9.02M 0.01% +39,748 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,514 shares; 2025Q1: 190,487 shares; 2025Q2: 232,829 shares; 2025Q3: 252,444 shares; 2025Q4: 239,576 shares 239,576 $8.99M 0.01% -12,868 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,544 shares; 2025Q1: 98,036 shares; 2025Q2: 109,054 shares; 2025Q3: 116,191 shares; 2025Q4: 208,868 shares 208,868 $8.98M 0.01% +92,677 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: restricted; 2024Q4: 38,481 shares; 2025Q1: 46,929 shares; 2025Q2: 61,616 shares; 2025Q3: 92,819 shares; 2025Q4: 99,605 shares 99,605 $8.98M 0.01% +6,786 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,240 shares; 2025Q1: 12,486 shares; 2025Q2: 14,617 shares; 2025Q3: 28,918 shares; 2025Q4: 29,099 shares 29,099 $8.91M 0.01% +181 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,957 shares; 2025Q1: 15,695 shares; 2025Q2: 15,683 shares; 2025Q3: 17,441 shares; 2025Q4: 15,869 shares 15,869 $8.88M 0.01% -1,572 Timeline QDF 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: restricted; 2024Q4: 123,326 shares; 2025Q1: 135,065 shares; 2025Q2: 123,936 shares; 2025Q3: 117,622 shares; 2025Q4: 108,121 shares 108,121 $8.86M 0.01% -9,501 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: restricted; 2024Q4: 128,063 shares; 2025Q1: 132,070 shares; 2025Q2: 113,903 shares; 2025Q3: 50,476 shares; 2025Q4: 49,850 shares 49,850 $8.82M 0.01% -626 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,232 shares; 2025Q1: 143,650 shares; 2025Q2: 79,146 shares; 2025Q3: 71,462 shares; 2025Q4: 202,000 shares 202,000 $8.81M 0.01% +130,538 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: restricted; 2024Q4: 124,243 shares; 2025Q1: 108,014 shares; 2025Q2: 97,806 shares; 2025Q3: 98,859 shares; 2025Q4: 95,496 shares 95,496 $8.81M 0.01% -3,363 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: restricted; 2024Q4: 15,963 shares; 2025Q1: 16,926 shares; 2025Q2: 19,693 shares; 2025Q3: 25,370 shares; 2025Q4: 87,543 shares 87,543 $8.81M 0.01% +62,173 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,687 shares; 2025Q1: 17,354 shares; 2025Q2: 31,214 shares; 2025Q3: 49,336 shares; 2025Q4: 137,087 shares 137,087 $8.73M 0.01% +87,751 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: restricted; 2024Q4: 33,176 shares; 2025Q1: 28,934 shares; 2025Q2: 28,258 shares; 2025Q3: 28,584 shares; 2025Q4: 41,599 shares 41,599 $8.7M 0.01% +13,015 Timeline RPV 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: restricted; 2024Q4: 99,916 shares; 2025Q1: 97,116 shares; 2025Q2: 95,262 shares; 2025Q3: 83,759 shares; 2025Q4: 81,752 shares 81,752 $8.69M 0.01% -2,007 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: restricted; 2024Q4: 9,861 shares; 2025Q1: 13,259 shares; 2025Q2: 20,289 shares; 2025Q3: 26,480 shares; 2025Q4: 35,960 shares 35,960 $8.67M 0.01% +9,480 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,162 shares; 2025Q1: 95,500 shares; 2025Q2: 86,659 shares; 2025Q3: 81,754 shares; 2025Q4: 82,638 shares 82,638 $8.67M 0.01% +884 Timeline FELC 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: restricted; 2024Q4: 14,613 shares; 2025Q1: 17,162 shares; 2025Q2: 224,140 shares; 2025Q3: 225,209 shares; 2025Q4: 223,905 shares 223,905 $8.66M 0.01% -1,304 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: restricted; 2024Q4: 32,187 shares; 2025Q1: 48,191 shares; 2025Q2: 82,669 shares; 2025Q3: 142,623 shares; 2025Q4: 172,349 shares 172,349 $8.63M 0.01% +29,726 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,330 shares; 2025Q1: 17,770 shares; 2025Q2: 292,734 shares; 2025Q3: 141,460 shares; 2025Q4: 193,123 shares 193,123 $8.62M 0.01% +51,663 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,240 shares; 2025Q1: 18,354 shares; 2025Q2: 18,985 shares; 2025Q3: 28,797 shares; 2025Q4: 38,854 shares 38,854 $8.6M 0.01% +10,057 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: restricted; 2024Q4: 4,049 shares; 2025Q1: 4,218 shares; 2025Q2: 4,187 shares; 2025Q3: 4,010 shares; 2025Q4: 3,762 shares 3,762 $8.58M 0.01% -248 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: restricted; 2024Q4: 14,511 shares; 2025Q1: 17,122 shares; 2025Q2: 24,175 shares; 2025Q3: 24,420 shares; 2025Q4: 24,388 shares 24,388 $8.53M 0.01% -32 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,714 shares; 2025Q1: 161,433 shares; 2025Q2: 158,595 shares; 2025Q3: 164,976 shares; 2025Q4: 164,561 shares 164,561 $8.53M 0.01% -415 Timeline GOVZ 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: restricted; 2024Q4: 948,396 shares; 2025Q1: 945,603 shares; 2025Q2: 1,036,735 shares; 2025Q3: 1,042,265 shares; 2025Q4: 922,390 shares 922,390 $8.53M 0.01% -119,875 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,258 shares; 2025Q1: 26,730 shares; 2025Q2: 79,431 shares; 2025Q3: 41,484 shares; 2025Q4: 65,555 shares 65,555 $8.52M 0.01% +24,071 Timeline GTO 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: restricted; 2024Q4: 176,218 shares; 2025Q1: 265,234 shares; 2025Q2: 205,289 shares; 2025Q3: 201,798 shares; 2025Q4: 179,241 shares 179,241 $8.52M 0.01% -22,557 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,249 shares; 2025Q1: 243,969 shares; 2025Q2: 263,612 shares; 2025Q3: 283,861 shares; 2025Q4: 294,061 shares 294,061 $8.45M 0.01% +10,200 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,707 shares; 2025Q1: 3,350 shares; 2025Q2: 14,336 shares; 2025Q3: 11,481 shares; 2025Q4: 46,537 shares 46,537 $8.45M 0.01% +35,056 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,257 shares; 2025Q1: 62,016 shares; 2025Q2: 64,749 shares; 2025Q3: 66,881 shares; 2025Q4: 64,287 shares 64,287 $8.44M 0.01% -2,594 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: restricted; 2024Q4: 15,298 shares; 2025Q1: 15,639 shares; 2025Q2: 33,618 shares; 2025Q3: 35,956 shares; 2025Q4: 41,470 shares 41,470 $8.44M 0.01% +5,514 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: restricted; 2024Q4: 31,263 shares; 2025Q1: 23,796 shares; 2025Q2: 43,651 shares; 2025Q3: 51,495 shares; 2025Q4: 93,330 shares 93,330 $8.42M 0.01% +41,835 Timeline AIRR 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: restricted; 2024Q4: 35,514 shares; 2025Q1: 55,213 shares; 2025Q2: 55,507 shares; 2025Q3: 60,912 shares; 2025Q4: 79,338 shares 79,338 $8.39M 0.01% +18,426 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362,398 shares; 2025Q1: 345,685 shares; 2025Q2: 337,422 shares; 2025Q3: 471,426 shares; 2025Q4: 472,339 shares 472,339 $8.37M 0.01% +913 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,386 shares; 2025Q1: 126,591 shares; 2025Q2: 72,247 shares; 2025Q3: 406,712 shares; 2025Q4: 192,544 shares 192,544 $8.37M 0.01% -214,168 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,538 shares; 2025Q4: 344,155 shares 344,155 $8.37M 0.01% +68,617 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,493 shares; 2025Q3: 147,280 shares; 2025Q4: 147,635 shares 147,635 $8.35M 0.01% +355 Timeline PCEF 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: restricted; 2024Q4: 462,798 shares; 2025Q1: 438,955 shares; 2025Q2: 469,408 shares; 2025Q3: 423,347 shares; 2025Q4: 417,400 shares 417,400 $8.34M 0.01% -5,947 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,135 shares; 2025Q1: 143,198 shares; 2025Q2: 141,958 shares; 2025Q3: 144,716 shares; 2025Q4: 144,881 shares 144,881 $8.34M 0.01% +165 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,182 shares; 2025Q1: 254,092 shares; 2025Q2: 281,761 shares; 2025Q3: 337,358 shares; 2025Q4: 372,367 shares 372,367 $8.26M 0.01% +35,009 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 291,626 shares; 2025Q1: 296,637 shares; 2025Q2: 299,200 shares; 2025Q3: 315,129 shares; 2025Q4: 331,346 shares 331,346 $8.26M 0.01% +16,217 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,150 shares; 2025Q1: 6,316 shares; 2025Q2: 22,393 shares; 2025Q3: 22,684 shares; 2025Q4: 23,722 shares 23,722 $8.25M 0.01% +1,038 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: restricted; 2024Q4: 77,328 shares; 2025Q1: 77,016 shares; 2025Q2: 163,202 shares; 2025Q3: 94,559 shares; 2025Q4: 95,829 shares 95,829 $8.24M 0.01% +1,270 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185,619 shares; 2025Q1: 193,490 shares; 2025Q2: 188,584 shares; 2025Q3: 201,958 shares; 2025Q4: 206,463 shares 206,463 $8.24M 0.01% +4,505 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,842 shares; 2025Q1: 110,036 shares; 2025Q2: 119,011 shares; 2025Q3: 115,167 shares; 2025Q4: 187,154 shares 187,154 $8.22M 0.01% +71,987 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: restricted; 2024Q4: 103,953 shares; 2025Q1: 155,287 shares; 2025Q2: 163,984 shares; 2025Q3: 176,577 shares; 2025Q4: 204,058 shares 204,058 $8.22M 0.01% +27,481 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: restricted; 2024Q4: 18,528 shares; 2025Q1: 29,963 shares; 2025Q2: 33,666 shares; 2025Q3: 137,285 shares; 2025Q4: 33,469 shares 33,469 $8.21M 0.01% -103,816 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,397 shares; 2025Q1: 59,336 shares; 2025Q2: 66,545 shares; 2025Q3: 65,889 shares; 2025Q4: 61,558 shares 61,558 $8.19M 0.01% -4,331 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,258 shares; 2025Q1: 28,933 shares; 2025Q2: 28,482 shares; 2025Q3: 31,782 shares; 2025Q4: 36,837 shares 36,837 $8.17M 0.01% +5,055 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,688 shares; 2025Q1: 51,591 shares; 2025Q2: 58,029 shares; 2025Q3: 60,354 shares; 2025Q4: 350,439 shares 350,439 $8.15M 0.01% +290,085 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,283 shares; 2025Q3: 235,149 shares; 2025Q4: 292,322 shares 292,322 $8.12M 0.01% +57,173 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,353 shares; 2025Q1: 6,928 shares; 2025Q2: 10,339 shares; 2025Q3: 11,702 shares; 2025Q4: 13,667 shares 13,667 $8.12M 0.01% +1,965 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219,444 shares; 2025Q1: 214,609 shares; 2025Q2: 189,193 shares; 2025Q3: 154,444 shares; 2025Q4: 158,383 shares 158,383 $8.1M 0.01% +3,939 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,366 shares; 2025Q1: 32,291 shares; 2025Q2: 36,253 shares; 2025Q3: 33,718 shares; 2025Q4: 32,823 shares 32,823 $8.09M 0.01% -895 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: restricted; 2024Q4: 6,918 shares; 2025Q1: 18,670 shares; 2025Q2: 48,559 shares; 2025Q3: 56,018 shares; 2025Q4: 55,506 shares 55,506 $8.06M 0.01% -512 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,701 shares; 2025Q1: 89,378 shares; 2025Q2: 84,057 shares; 2025Q3: 66,372 shares; 2025Q4: 91,667 shares 91,667 $8.05M 0.01% +25,295 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: restricted; 2024Q4: 63,897 shares; 2025Q1: 60,791 shares; 2025Q2: 81,831 shares; 2025Q3: 82,094 shares; 2025Q4: 103,589 shares 103,589 $8.03M 0.01% +21,495 Timeline SAEF 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: restricted; 2024Q4: 272,367 shares; 2025Q1: 261,589 shares; 2025Q2: 258,417 shares; 2025Q3: 269,371 shares; 2025Q4: 281,343 shares 281,343 $8.02M 0.01% +11,972 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,990 shares; 2025Q1: 43,817 shares; 2025Q2: 54,421 shares; 2025Q3: 58,757 shares; 2025Q4: 34,777 shares 34,777 $7.98M 0.01% -23,980 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,268 shares; 2025Q1: 26,421 shares; 2025Q2: 9,476 shares; 2025Q3: 10,760 shares; 2025Q4: 12,149 shares 12,149 $7.97M 0.01% +1,389 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,188 shares; 2025Q1: 103,747 shares; 2025Q2: 107,163 shares; 2025Q3: 107,783 shares; 2025Q4: 157,940 shares 157,940 $7.94M 0.01% +50,157 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: restricted; 2024Q4: 82,914 shares; 2025Q1: 85,638 shares; 2025Q2: 83,724 shares; 2025Q3: 81,768 shares; 2025Q4: 74,724 shares 74,724 $7.9M 0.01% -7,044 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,925 shares; 2025Q1: 138,252 shares; 2025Q2: 141,925 shares; 2025Q3: 146,716 shares; 2025Q4: 89,048 shares 89,048 $7.83M 0.01% -57,668 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,202 shares; 2025Q1: 198,092 shares; 2025Q2: 196,493 shares; 2025Q3: 223,500 shares; 2025Q4: 216,307 shares 216,307 $7.77M 0.01% -7,193 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,754 shares; 2025Q1: 51,950 shares; 2025Q2: 61,243 shares; 2025Q3: 71,002 shares; 2025Q4: 72,743 shares 72,743 $7.77M 0.01% +1,741 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: restricted; 2024Q4: 31,097 shares; 2025Q1: 35,790 shares; 2025Q2: 36,267 shares; 2025Q3: 36,229 shares; 2025Q4: 37,134 shares 37,134 $7.74M 0.01% +905 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,164 shares; 2025Q1: 5,263 shares; 2025Q2: 7,878 shares; 2025Q3: 9,626 shares; 2025Q4: 47,593 shares 47,593 $7.73M 0.01% +37,967 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,665 shares; 2025Q1: 13,524 shares; 2025Q2: 26,612 shares; 2025Q3: 38,454 shares; 2025Q4: 28,675 shares 28,675 $7.72M 0.01% -9,779 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,223 shares; 2025Q1: 42,394 shares; 2025Q2: 60,551 shares; 2025Q3: 62,698 shares; 2025Q4: 60,392 shares 60,392 $7.69M 0.01% -2,306 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,660 shares; 2025Q1: 16,360 shares; 2025Q2: 20,201 shares; 2025Q3: 23,595 shares; 2025Q4: 189,046 shares 189,046 $7.68M 0.01% +165,451 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: restricted; 2024Q4: 136,137 shares; 2025Q1: not reported; 2025Q2: 128,961 shares; 2025Q3: 129,299 shares; 2025Q4: 130,360 shares 130,360 $7.68M 0.01% +1,061 Timeline PCY 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: restricted; 2024Q4: 706,345 shares; 2025Q1: 515,882 shares; 2025Q2: 456,200 shares; 2025Q3: 386,780 shares; 2025Q4: 353,713 shares 353,713 $7.67M 0.01% -33,067 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,643 shares; 2025Q1: 3,429 shares; 2025Q2: 6,084 shares; 2025Q3: 6,693 shares; 2025Q4: 14,971 shares 14,971 $7.62M 0.01% +8,278 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 759,558 shares; 2025Q2: 748,854 shares; 2025Q3: 390,678 shares; 2025Q4: 396,445 shares 396,445 $7.59M 0.01% +5,767 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,721 shares; 2025Q1: 124,766 shares; 2025Q2: 146,593 shares; 2025Q3: 162,900 shares; 2025Q4: 168,449 shares 168,449 $7.57M 0.01% +5,549 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: restricted; 2024Q4: 153,562 shares; 2025Q1: 146,529 shares; 2025Q2: 131,169 shares; 2025Q3: 138,599 shares; 2025Q4: 149,850 shares 149,850 $7.56M 0.01% +11,251 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,694 shares; 2025Q1: 25,072 shares; 2025Q2: 29,515 shares; 2025Q3: 42,997 shares; 2025Q4: 34,047 shares 34,047 $7.56M 0.01% -8,950 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,260 shares; 2025Q1: 28,612 shares; 2025Q2: 34,964 shares; 2025Q3: 22,291 shares; 2025Q4: 30,797 shares 30,797 $7.55M 0.01% +8,506 Timeline GSST 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: restricted; 2024Q4: 146,960 shares; 2025Q1: 102,638 shares; 2025Q2: 95,797 shares; 2025Q3: 115,966 shares; 2025Q4: 149,420 shares 149,420 $7.55M 0.01% +33,454 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,741 shares; 2025Q1: 72,156 shares; 2025Q2: 95,184 shares; 2025Q3: 62,673 shares; 2025Q4: 80,357 shares 80,357 $7.55M 0.01% +17,684 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167,516 shares; 2025Q1: 162,349 shares; 2025Q2: 116,978 shares; 2025Q3: 167,642 shares; 2025Q4: 171,556 shares 171,556 $7.54M 0.01% +3,914 Timeline DFSI 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: restricted; 2024Q4: 143,838 shares; 2025Q1: 145,123 shares; 2025Q2: 144,049 shares; 2025Q3: 162,946 shares; 2025Q4: 172,077 shares 172,077 $7.54M 0.01% +9,131 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,429 shares; 2025Q1: 198,707 shares; 2025Q2: 195,474 shares; 2025Q3: 280,434 shares; 2025Q4: 283,193 shares 283,193 $7.54M 0.01% +2,759 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,386 shares; 2025Q1: 182,724 shares; 2025Q2: 183,021 shares; 2025Q3: 186,280 shares; 2025Q4: 190,134 shares 190,134 $7.53M 0.01% +3,854 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: restricted; 2024Q4: 1,652 shares; 2025Q1: 5,085 shares; 2025Q2: 8,895 shares; 2025Q3: 5,413 shares; 2025Q4: 4,686 shares 4,686 $7.5M 0.01% -727 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,886 shares; 2025Q1: 5,806 shares; 2025Q2: 19,107 shares; 2025Q3: 40,859 shares; 2025Q4: 54,393 shares 54,393 $7.49M 0.01% +13,534 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,212 shares; 2025Q1: 64,579 shares; 2025Q2: 65,961 shares; 2025Q3: 67,711 shares; 2025Q4: 69,485 shares 69,485 $7.49M 0.01% +1,774 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: restricted; 2024Q4: 58,047 shares; 2025Q1: 56,737 shares; 2025Q2: 55,915 shares; 2025Q3: 58,024 shares; 2025Q4: 59,595 shares 59,595 $7.48M 0.01% +1,571 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,253 shares; 2025Q1: 98,803 shares; 2025Q2: 180,509 shares; 2025Q3: 113,681 shares; 2025Q4: 88,250 shares 88,250 $7.48M 0.01% -25,431 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,977 shares; 2025Q1: 49,001 shares; 2025Q2: 89,056 shares; 2025Q3: 142,593 shares; 2025Q4: 155,734 shares 155,734 $7.47M 0.01% +13,141 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,140 shares; 2025Q1: 12,921 shares; 2025Q2: 22,907 shares; 2025Q3: 23,034 shares; 2025Q4: 25,365 shares 25,365 $7.47M 0.01% +2,331 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,373 shares; 2025Q1: 35,172 shares; 2025Q2: 15,729 shares; 2025Q3: 16,476 shares; 2025Q4: 20,461 shares 20,461 $7.46M 0.01% +3,985 Timeline TQQQ 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: restricted; 2024Q4: 53,239 shares; 2025Q1: 67,691 shares; 2025Q2: 66,878 shares; 2025Q3: 67,296 shares; 2025Q4: 135,309 shares 135,309 $7.44M 0.01% +68,013 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,537 shares; 2025Q1: 31,882 shares; 2025Q2: 33,034 shares; 2025Q3: 33,832 shares; 2025Q4: 35,202 shares 35,202 $7.42M 0.01% +1,370 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: restricted; 2024Q4: 132,183 shares; 2025Q1: 126,719 shares; 2025Q2: 106,099 shares; 2025Q3: 109,051 shares; 2025Q4: 112,977 shares 112,977 $7.39M 0.01% +3,926 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,075 shares; 2025Q1: 37,864 shares; 2025Q2: 49,317 shares; 2025Q3: 61,604 shares; 2025Q4: 63,375 shares 63,375 $7.38M 0.01% +1,771 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: restricted; 2024Q4: 376,733 shares; 2025Q1: 321,485 shares; 2025Q2: 342,709 shares; 2025Q3: 360,920 shares; 2025Q4: 401,525 shares 401,525 $7.35M 0.01% +40,605 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,502 shares; 2025Q1: 192,141 shares; 2025Q2: 169,788 shares; 2025Q3: 183,168 shares; 2025Q4: 196,985 shares 196,985 $7.33M 0.01% +13,817 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,117 shares; 2025Q1: 19,378 shares; 2025Q2: 19,109 shares; 2025Q3: 20,333 shares; 2025Q4: 22,451 shares 22,451 $7.32M 0.01% +2,118 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: restricted; 2024Q4: 30,652 shares; 2025Q1: 32,268 shares; 2025Q2: 36,045 shares; 2025Q3: 37,253 shares; 2025Q4: 36,872 shares 36,872 $7.3M 0.01% -381 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: restricted; 2024Q4: 70,937 shares; 2025Q1: 73,999 shares; 2025Q2: 148,438 shares; 2025Q3: 144,124 shares; 2025Q4: 148,325 shares 148,325 $7.29M 0.01% +4,201 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,594 shares; 2025Q2: 24,421 shares; 2025Q3: 40,303 shares; 2025Q4: 96,023 shares 96,023 $7.28M 0.01% +55,720 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,891 shares; 2025Q1: 25,040 shares; 2025Q2: 26,621 shares; 2025Q3: 35,695 shares; 2025Q4: 91,116 shares 91,116 $7.27M 0.01% +55,421 Timeline PFLD 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: restricted; 2024Q4: not reported; 2025Q1: 91,632 shares; 2025Q2: 164,770 shares; 2025Q3: 352,488 shares; 2025Q4: 369,417 shares 369,417 $7.26M 0.01% +16,929 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,364 shares; 2025Q1: 152,961 shares; 2025Q2: 163,003 shares; 2025Q3: 168,037 shares; 2025Q4: 145,406 shares 145,406 $7.24M 0.01% -22,631 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,354 shares; 2025Q1: 111,540 shares; 2025Q2: 131,891 shares; 2025Q3: 150,841 shares; 2025Q4: 165,614 shares 165,614 $7.21M 0.01% +14,773 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,443 shares; 2025Q1: 19,049 shares; 2025Q2: 27,867 shares; 2025Q3: 32,907 shares; 2025Q4: 37,948 shares 37,948 $7.2M 0.01% +5,041 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: restricted; 2024Q4: 139,417 shares; 2025Q1: 125,417 shares; 2025Q2: 124,919 shares; 2025Q3: 129,135 shares; 2025Q4: 149,645 shares 149,645 $7.18M 0.01% +20,510 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,532 shares; 2025Q1: 37,689 shares; 2025Q2: 61,792 shares; 2025Q3: 105,015 shares; 2025Q4: 262,358 shares 262,358 $7.17M 0.01% +157,343 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: restricted; 2024Q4: 98,839 shares; 2025Q1: 138,258 shares; 2025Q2: 150,193 shares; 2025Q3: 147,097 shares; 2025Q4: 144,845 shares 144,845 $7.17M 0.01% -2,252 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 256,196 shares; 2025Q3: 359,764 shares; 2025Q4: 388,779 shares 388,779 $7.15M 0.01% +29,015 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: restricted; 2024Q4: 79,380 shares; 2025Q1: 79,087 shares; 2025Q2: 83,359 shares; 2025Q3: 72,802 shares; 2025Q4: 72,942 shares 72,942 $7.12M 0.01% +140 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: restricted; 2024Q4: 215,771 shares; 2025Q1: 200,310 shares; 2025Q2: 189,571 shares; 2025Q3: 176,819 shares; 2025Q4: 142,087 shares 142,087 $7.11M 0.01% -34,732 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: restricted; 2024Q4: 120,859 shares; 2025Q1: 102,095 shares; 2025Q2: 100,209 shares; 2025Q3: 106,120 shares; 2025Q4: 102,538 shares 102,538 $7.09M 0.01% -3,582 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,371 shares; 2025Q1: 7,160 shares; 2025Q2: 7,124 shares; 2025Q3: 6,909 shares; 2025Q4: 7,937 shares 7,937 $7.08M 0.01% +1,028 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,233 shares; 2025Q1: 166,900 shares; 2025Q2: 179,657 shares; 2025Q3: 188,899 shares; 2025Q4: 198,040 shares 198,040 $7.05M 0.01% +9,141 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: restricted; 2024Q4: 93,181 shares; 2025Q1: 108,988 shares; 2025Q2: 120,832 shares; 2025Q3: 121,222 shares; 2025Q4: 134,640 shares 134,640 $7.03M 0.01% +13,418 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: restricted; 2024Q4: 86,525 shares; 2025Q1: 90,126 shares; 2025Q2: 88,216 shares; 2025Q3: 102,442 shares; 2025Q4: 89,284 shares 89,284 $7.01M 0.01% -13,158 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,524 shares; 2025Q1: 43,224 shares; 2025Q2: 32,673 shares; 2025Q3: 29,024 shares; 2025Q4: 104,211 shares 104,211 $7.01M 0.01% +75,187 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,402 shares; 2025Q1: 4,610 shares; 2025Q2: 13,808 shares; 2025Q3: 14,006 shares; 2025Q4: 14,590 shares 14,590 $6.99M 0.01% +584 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,484 shares; 2025Q1: 42,982 shares; 2025Q2: 43,909 shares; 2025Q3: 42,104 shares; 2025Q4: 39,676 shares 39,676 $6.98M 0.01% -2,428 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,277 shares; 2025Q1: 8,078 shares; 2025Q2: 10,493 shares; 2025Q3: 21,668 shares; 2025Q4: 26,763 shares 26,763 $6.97M 0.01% +5,095 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,657 shares; 2025Q3: 207,021 shares; 2025Q4: 207,686 shares 207,686 $6.93M 0.01% +665 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,013 shares; 2025Q1: 2,742 shares; 2025Q2: 5,336 shares; 2025Q3: 14,307 shares; 2025Q4: 62,600 shares 62,600 $6.93M 0.01% +48,293 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: restricted; 2024Q4: 305,583 shares; 2025Q1: 393,517 shares; 2025Q2: 355,708 shares; 2025Q3: 392,343 shares; 2025Q4: 336,154 shares 336,154 $6.92M 0.01% -56,189 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,245 shares; 2025Q1: 6,384 shares; 2025Q2: 24,880 shares; 2025Q3: 25,020 shares; 2025Q4: 25,659 shares 25,659 $6.92M 0.01% +639 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,424 shares; 2025Q1: 159,533 shares; 2025Q2: 246,224 shares; 2025Q3: 198,316 shares; 2025Q4: 225,431 shares 225,431 $6.91M 0.01% +27,115 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,800 shares; 2025Q1: 105,434 shares; 2025Q2: 107,988 shares; 2025Q3: 139,778 shares; 2025Q4: 167,078 shares 167,078 $6.91M 0.01% +27,300 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,088 shares; 2025Q1: 131,310 shares; 2025Q2: 155,352 shares; 2025Q3: 149,087 shares; 2025Q4: 104,062 shares 104,062 $6.9M 0.01% -45,025 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,409 shares; 2025Q1: 35,169 shares; 2025Q2: 40,047 shares; 2025Q3: 45,993 shares; 2025Q4: 41,065 shares 41,065 $6.87M 0.01% -4,928 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,639 shares; 2025Q1: 47,426 shares; 2025Q2: 64,544 shares; 2025Q3: 100,388 shares; 2025Q4: 101,872 shares 101,872 $6.87M 0.01% +1,484 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,189 shares; 2025Q1: 33,415 shares; 2025Q2: 34,964 shares; 2025Q3: 38,154 shares; 2025Q4: 40,159 shares 40,159 $6.84M 0.01% +2,005 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: restricted; 2024Q4: 87,613 shares; 2025Q1: 96,595 shares; 2025Q2: 470,892 shares; 2025Q3: 169,348 shares; 2025Q4: 175,045 shares 175,045 $6.82M 0.01% +5,697 Timeline CALI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,965 shares; 2025Q3: 23,324 shares; 2025Q4: 134,985 shares 134,985 $6.82M 0.01% +111,661 Timeline FPE 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: restricted; 2024Q4: 636,290 shares; 2025Q1: 561,213 shares; 2025Q2: 530,667 shares; 2025Q3: 387,438 shares; 2025Q4: 373,288 shares 373,288 $6.81M 0.01% -14,150 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: restricted; 2024Q4: 114,716 shares; 2025Q1: 97,357 shares; 2025Q2: 83,959 shares; 2025Q3: 81,028 shares; 2025Q4: 78,276 shares 78,276 $6.8M 0.01% -2,752 Timeline WOOD 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: restricted; 2024Q4: not reported; 2025Q1: 190,459 shares; 2025Q2: 189,628 shares; 2025Q3: 171,233 shares; 2025Q4: 92,726 shares 92,726 $6.8M 0.01% -78,507 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: restricted; 2024Q4: 27,563 shares; 2025Q1: 28,139 shares; 2025Q2: 26,973 shares; 2025Q3: 28,269 shares; 2025Q4: 29,317 shares 29,317 $6.77M 0.01% +1,048 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: restricted; 2024Q4: 31,299 shares; 2025Q1: 41,457 shares; 2025Q2: 48,930 shares; 2025Q3: 29,187 shares; 2025Q4: 39,177 shares 39,177 $6.77M 0.01% +9,990 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: restricted; 2024Q4: 138,640 shares; 2025Q1: 97,226 shares; 2025Q2: 82,296 shares; 2025Q3: 82,630 shares; 2025Q4: 140,194 shares 140,194 $6.77M 0.01% +57,564 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: restricted; 2024Q4: 23,340 shares; 2025Q1: 23,743 shares; 2025Q2: 154,097 shares; 2025Q3: 42,412 shares; 2025Q4: 57,379 shares 57,379 $6.75M 0.01% +14,967 Timeline PTRB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,059 shares; 2025Q3: 159,598 shares; 2025Q4: 160,054 shares 160,054 $6.73M 0.01% +456 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440,157 shares; 2025Q1: 450,089 shares; 2025Q2: 200,276 shares; 2025Q3: 274,194 shares; 2025Q4: 247,661 shares 247,661 $6.68M 0.01% -26,533 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,511 shares; 2025Q1: 48,372 shares; 2025Q2: 49,869 shares; 2025Q3: 49,773 shares; 2025Q4: 53,630 shares 53,630 $6.67M 0.01% +3,857 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: restricted; 2024Q4: 40,761 shares; 2025Q1: 41,921 shares; 2025Q2: 37,161 shares; 2025Q3: 35,314 shares; 2025Q4: 38,724 shares 38,724 $6.64M 0.01% +3,410 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,875 shares; 2025Q1: 6,875 shares; 2025Q2: 8,774 shares; 2025Q3: 131,657 shares; 2025Q4: 132,892 shares 132,892 $6.63M 0.01% +1,235 Timeline EMNT 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: restricted; 2024Q4: 76,279 shares; 2025Q1: 59,444 shares; 2025Q2: 60,701 shares; 2025Q3: 62,945 shares; 2025Q4: 66,996 shares 66,996 $6.61M 0.01% +4,051 Timeline IMCG 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: restricted; 2024Q4: 85,339 shares; 2025Q1: 80,660 shares; 2025Q2: 78,321 shares; 2025Q3: 79,024 shares; 2025Q4: 79,500 shares 79,500 $6.6M 0.01% +476 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,768 shares; 2025Q1: 66,921 shares; 2025Q2: 64,062 shares; 2025Q3: 68,516 shares; 2025Q4: 64,421 shares 64,421 $6.58M 0.01% -4,095 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,737 shares; 2025Q1: 83,080 shares; 2025Q2: 84,651 shares; 2025Q3: 90,015 shares; 2025Q4: 62,858 shares 62,858 $6.57M 0.01% -27,157 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,125 shares; 2025Q1: 25,373 shares; 2025Q2: 64,522 shares; 2025Q3: 73,520 shares; 2025Q4: 94,748 shares 94,748 $6.57M 0.01% +21,228 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: restricted; 2024Q4: 212,164 shares; 2025Q1: 129,218 shares; 2025Q2: 101,288 shares; 2025Q3: 122,087 shares; 2025Q4: 140,801 shares 140,801 $6.56M 0.01% +18,714 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,658 shares; 2025Q1: 37,666 shares; 2025Q2: 47,827 shares; 2025Q3: 45,623 shares; 2025Q4: 63,791 shares 63,791 $6.55M 0.01% +18,168 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 7,334 shares; 2025Q2: 22,035 shares; 2025Q3: 20,807 shares; 2025Q4: 21,016 shares 21,016 $6.53M 0.01% +209 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,640 shares; 2025Q1: 15,484 shares; 2025Q2: 5,366 shares; 2025Q3: 14,369 shares; 2025Q4: 152,633 shares 152,633 $6.53M 0.01% +138,264 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: restricted; 2024Q4: 174,688 shares; 2025Q1: 178,510 shares; 2025Q2: 169,669 shares; 2025Q3: 153,429 shares; 2025Q4: 128,517 shares 128,517 $6.51M 0.01% -24,912 Timeline LONZ 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: restricted; 2024Q4: 1,308,599 shares; 2025Q1: 1,350,282 shares; 2025Q2: 1,357,269 shares; 2025Q3: 1,335,456 shares; 2025Q4: 129,009 shares 129,009 $6.5M 0.01% -1,206,447 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: restricted; 2024Q4: 7,509 shares; 2025Q1: 25,441 shares; 2025Q2: 8,092 shares; 2025Q3: 10,843 shares; 2025Q4: 11,372 shares 11,372 $6.5M 0.01% +529 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,518 shares; 2025Q4: 129,998 shares 129,998 $6.49M 0.01% +7,480 Timeline FTEC 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: restricted; 2024Q4: 30,581 shares; 2025Q1: 27,490 shares; 2025Q2: 24,453 shares; 2025Q3: 26,534 shares; 2025Q4: 28,288 shares 28,288 $6.47M 0.01% +1,754 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,811 shares; 2025Q1: 131,735 shares; 2025Q2: 154,326 shares; 2025Q3: 164,614 shares; 2025Q4: 119,531 shares 119,531 $6.46M 0.01% -45,083 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,076 shares; 2025Q1: 40,545 shares; 2025Q2: 34,863 shares; 2025Q3: 34,734 shares; 2025Q4: 30,615 shares 30,615 $6.44M 0.01% -4,119 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,265 shares; 2025Q1: 85,740 shares; 2025Q2: 76,174 shares; 2025Q3: 70,125 shares; 2025Q4: 59,019 shares 59,019 $6.43M 0.01% -11,106 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 439,010 shares; 2025Q1: 356,421 shares; 2025Q2: 324,547 shares; 2025Q3: 320,919 shares; 2025Q4: 305,777 shares 305,777 $6.43M 0.01% -15,142 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: restricted; 2024Q4: 11,120 shares; 2025Q1: 15,798 shares; 2025Q2: 19,938 shares; 2025Q3: 21,109 shares; 2025Q4: 21,419 shares 21,419 $6.43M 0.01% +310 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,836 shares; 2025Q1: 8,185 shares; 2025Q2: 17,266 shares; 2025Q3: 27,032 shares; 2025Q4: 30,661 shares 30,661 $6.39M 0.01% +3,629 Timeline VDE 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: restricted; 2024Q4: 36,429 shares; 2025Q1: 55,590 shares; 2025Q2: 50,448 shares; 2025Q3: 48,551 shares; 2025Q4: 49,830 shares 49,830 $6.39M 0.01% +1,279 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,660 shares; 2025Q1: 25,854 shares; 2025Q2: 31,923 shares; 2025Q3: 32,024 shares; 2025Q4: 34,234 shares 34,234 $6.38M 0.01% +2,210 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: restricted; 2024Q4: 50,972 shares; 2025Q1: 51,328 shares; 2025Q2: 50,914 shares; 2025Q3: 61,924 shares; 2025Q4: 40,509 shares 40,509 $6.38M 0.01% -21,415 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,127 shares; 2025Q1: 42,969 shares; 2025Q2: 39,511 shares; 2025Q3: 75,067 shares; 2025Q4: 39,412 shares 39,412 $6.38M 0.01% -35,655 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: restricted; 2024Q4: not reported; 2025Q1: 62,050 shares; 2025Q2: 83,792 shares; 2025Q3: 165,737 shares; 2025Q4: 210,722 shares 210,722 $6.37M 0.01% +44,985 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,633 shares; 2025Q1: 48,093 shares; 2025Q2: 55,116 shares; 2025Q3: 57,298 shares; 2025Q4: 53,787 shares 53,787 $6.36M 0.01% -3,511 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,890 shares 99,890 $6.35M 0.01% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,874 shares; 2025Q1: 13,094 shares; 2025Q2: 19,583 shares; 2025Q3: 9,797 shares; 2025Q4: 105,968 shares 105,968 $6.34M 0.01% +96,171 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,537 shares; 2025Q1: 86,506 shares; 2025Q2: 88,539 shares; 2025Q3: 92,937 shares; 2025Q4: 92,146 shares 92,146 $6.32M 0.01% -791 Timeline KORP 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: restricted; 2024Q4: 100,315 shares; 2025Q1: 112,555 shares; 2025Q2: 100,360 shares; 2025Q3: 110,060 shares; 2025Q4: 133,261 shares 133,261 $6.31M 0.01% +23,201 Timeline ZROZ 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: restricted; 2024Q4: 35,980 shares; 2025Q1: 315,842 shares; 2025Q2: 104,126 shares; 2025Q3: 114,195 shares; 2025Q4: 97,978 shares 97,978 $6.29M 0.01% -16,217 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,173 shares; 2025Q1: 106,641 shares; 2025Q2: 123,280 shares; 2025Q3: 140,989 shares; 2025Q4: 172,515 shares 172,515 $6.27M 0.01% +31,526 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149,757 shares; 2025Q1: 158,077 shares; 2025Q2: 152,509 shares; 2025Q3: 85,549 shares; 2025Q4: 81,642 shares 81,642 $6.27M 0.01% -3,907 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,166 shares; 2025Q1: 124,395 shares; 2025Q2: 121,067 shares; 2025Q3: 121,385 shares; 2025Q4: 132,190 shares 132,190 $6.25M 0.01% +10,805 Timeline IBTH 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: restricted; 2024Q4: 591,169 shares; 2025Q1: 596,976 shares; 2025Q2: 595,846 shares; 2025Q3: 373,031 shares; 2025Q4: 277,747 shares 277,747 $6.25M 0.01% -95,284 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: restricted; 2024Q4: 115,648 shares; 2025Q1: 116,342 shares; 2025Q2: 113,119 shares; 2025Q3: 89,449 shares; 2025Q4: 126,777 shares 126,777 $6.23M 0.01% +37,328 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,318 shares; 2025Q1: 26,310 shares; 2025Q2: 23,313 shares; 2025Q3: 28,029 shares; 2025Q4: 27,660 shares 27,660 $6.22M 0.01% -369 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: restricted; 2024Q4: 9,975 shares; 2025Q1: 10,139 shares; 2025Q2: 14,561 shares; 2025Q3: 14,063 shares; 2025Q4: 164,491 shares 164,491 $6.18M 0.01% +150,428 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,370 shares; 2025Q1: 5,927 shares; 2025Q2: 5,763 shares; 2025Q3: 6,084 shares; 2025Q4: 20,903 shares 20,903 $6.13M 0.01% +14,819 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: restricted; 2024Q4: 27,108 shares; 2025Q1: 28,639 shares; 2025Q2: 27,694 shares; 2025Q3: 31,463 shares; 2025Q4: 28,924 shares 28,924 $6.12M 0.01% -2,539 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,132 shares; 2025Q3: 47,504 shares; 2025Q4: 78,472 shares 78,472 $6.12M 0.01% +30,968 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,177 shares; 2025Q1: 285,666 shares; 2025Q2: 336,495 shares; 2025Q3: 397,725 shares; 2025Q4: 412,066 shares 412,066 $6.09M 0.01% +14,341 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264,785 shares; 2025Q1: 282,317 shares; 2025Q2: 332,384 shares; 2025Q3: 341,695 shares; 2025Q4: 340,480 shares 340,480 $6.08M 0.01% -1,215 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,307 shares; 2025Q1: 172,866 shares; 2025Q2: 164,004 shares; 2025Q3: 190,343 shares; 2025Q4: 165,621 shares 165,621 $6.08M 0.01% -24,722 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: restricted; 2024Q4: 199,482 shares; 2025Q1: 179,814 shares; 2025Q2: 167,898 shares; 2025Q3: 165,442 shares; 2025Q4: 146,370 shares 146,370 $6.05M 0.01% -19,072 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,094 shares; 2025Q1: 113,918 shares; 2025Q2: 113,886 shares; 2025Q3: 89,914 shares; 2025Q4: 91,572 shares 91,572 $6.05M 0.01% +1,658 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,178 shares 66,178 $6.05M 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,190 shares; 2025Q1: 212,728 shares; 2025Q2: 290,594 shares; 2025Q3: 768,196 shares; 2025Q4: 735,575 shares 735,575 $6.04M 0.01% -32,621 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,252 shares; 2025Q1: 27,934 shares; 2025Q2: 26,552 shares; 2025Q3: 29,173 shares; 2025Q4: 21,480 shares 21,480 $6.03M 0.01% -7,693 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,178 shares; 2025Q1: 3,811 shares; 2025Q2: 17,259 shares; 2025Q3: 19,382 shares; 2025Q4: 23,885 shares 23,885 $6.02M 0.01% +4,503 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,490 shares; 2025Q1: 113,117 shares; 2025Q2: 102,704 shares; 2025Q3: 95,789 shares; 2025Q4: 79,102 shares 79,102 $5.99M 0.01% -16,687 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,150 shares; 2025Q4: 185,011 shares 185,011 $5.98M 0.01% +117,861 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,531 shares; 2025Q1: 16,533 shares; 2025Q2: 33,705 shares; 2025Q3: 175,861 shares; 2025Q4: 254,159 shares 254,159 $5.98M 0.01% +78,298 Timeline FCPI 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: restricted; 2024Q4: 91,700 shares; 2025Q1: 95,534 shares; 2025Q2: 104,838 shares; 2025Q3: 108,320 shares; 2025Q4: 118,673 shares 118,673 $5.95M 0.01% +10,353 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: restricted; 2024Q4: 138,580 shares; 2025Q1: 133,763 shares; 2025Q2: 134,641 shares; 2025Q3: 131,128 shares; 2025Q4: 121,690 shares 121,690 $5.94M 0.01% -9,438 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,997 shares; 2025Q1: 33,138 shares; 2025Q2: 34,872 shares; 2025Q3: 35,265 shares; 2025Q4: 32,840 shares 32,840 $5.93M 0.01% -2,425 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,736 shares; 2025Q1: 13,557 shares; 2025Q2: 16,372 shares; 2025Q3: 116,535 shares; 2025Q4: 180,949 shares 180,949 $5.93M 0.01% +64,414 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,283 shares; 2025Q1: 175,923 shares; 2025Q2: 205,136 shares; 2025Q3: 214,118 shares; 2025Q4: 248,350 shares 248,350 $5.91M 0.01% +34,232 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: restricted; 2024Q4: 238,253 shares; 2025Q1: 185,425 shares; 2025Q2: 168,763 shares; 2025Q3: 151,305 shares; 2025Q4: 145,272 shares 145,272 $5.89M 0.01% -6,033 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: restricted; 2024Q4: 5,300 shares; 2025Q1: 5,498 shares; 2025Q2: 10,988 shares; 2025Q3: 11,111 shares; 2025Q4: 11,947 shares 11,947 $5.89M 0.01% +836 Timeline MBSD 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: restricted; 2024Q4: 83,479 shares; 2025Q1: 93,012 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283,516 shares 283,516 $5.89M 0.01% new 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: restricted; 2024Q4: 220,812 shares; 2025Q1: 232,699 shares; 2025Q2: 238,237 shares; 2025Q3: 252,953 shares; 2025Q4: 246,994 shares 246,994 $5.87M 0.01% -5,959 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235,081 shares; 2025Q1: 235,285 shares; 2025Q2: 233,154 shares; 2025Q3: 233,927 shares; 2025Q4: 245,025 shares 245,025 $5.85M 0.01% +11,098 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,301 shares; 2025Q1: 209,269 shares; 2025Q2: 163,749 shares; 2025Q3: 189,499 shares; 2025Q4: 176,898 shares 176,898 $5.81M 0.01% -12,601 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,519 shares; 2025Q1: 72,049 shares; 2025Q2: 88,317 shares; 2025Q3: 102,091 shares; 2025Q4: 109,483 shares 109,483 $5.81M 0.01% +7,392 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,708 shares; 2025Q1: 34,835 shares; 2025Q2: 46,335 shares; 2025Q3: 74,609 shares; 2025Q4: 103,769 shares 103,769 $5.79M 0.01% +29,160 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,605 shares; 2025Q1: 15,211 shares; 2025Q2: 16,064 shares; 2025Q3: 16,130 shares; 2025Q4: 29,889 shares 29,889 $5.78M 0.01% +13,759 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,028 shares; 2025Q1: 4,557 shares; 2025Q2: 5,169 shares; 2025Q3: 5,224 shares; 2025Q4: 7,275 shares 7,275 $5.77M 0.01% +2,051 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: restricted; 2024Q4: 16,586 shares; 2025Q1: 17,640 shares; 2025Q2: 18,408 shares; 2025Q3: 19,125 shares; 2025Q4: 19,210 shares 19,210 $5.75M 0.01% +85 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,566 shares; 2025Q1: 14,404 shares; 2025Q2: 5,118 shares; 2025Q3: 14,525 shares; 2025Q4: 14,087 shares 14,087 $5.74M 0.01% -438 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,144 shares; 2025Q1: 74,070 shares; 2025Q2: 70,716 shares; 2025Q3: 75,624 shares; 2025Q4: 70,116 shares 70,116 $5.74M 0.01% -5,508 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,864 shares; 2025Q1: 103,738 shares; 2025Q2: 121,893 shares; 2025Q3: 105,081 shares; 2025Q4: 84,796 shares 84,796 $5.69M 0.01% -20,285 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,414 shares; 2025Q1: 60,528 shares; 2025Q2: 65,402 shares; 2025Q3: 71,295 shares; 2025Q4: 53,759 shares 53,759 $5.68M 0.01% -17,536 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,558 shares; 2025Q1: 163,014 shares; 2025Q2: 177,458 shares; 2025Q3: 190,964 shares; 2025Q4: 82,375 shares 82,375 $5.67M 0.01% -108,589 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,184 shares; 2025Q1: 29,013 shares; 2025Q2: 35,655 shares; 2025Q3: 36,717 shares; 2025Q4: 38,970 shares 38,970 $5.67M 0.01% +2,253 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,800 shares; 2025Q1: 17,709 shares; 2025Q2: 17,814 shares; 2025Q3: 24,420 shares; 2025Q4: 39,266 shares 39,266 $5.66M 0.01% +14,846 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,483 shares; 2025Q2: 75,419 shares; 2025Q3: 77,061 shares; 2025Q4: 42,520 shares 42,520 $5.65M 0.01% -34,541 Timeline EYEG 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: restricted; 2024Q4: 70,026 shares; 2025Q1: 96,107 shares; 2025Q2: 112,029 shares; 2025Q3: 119,017 shares; 2025Q4: 157,702 shares 157,702 $5.63M 0.01% +38,685 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,825 shares; 2025Q1: 151,216 shares; 2025Q2: 160,191 shares; 2025Q3: 167,602 shares; 2025Q4: 173,851 shares 173,851 $5.62M 0.01% +6,249 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,879 shares; 2025Q1: 4,556 shares; 2025Q2: 12,485 shares; 2025Q3: 14,927 shares; 2025Q4: 14,959 shares 14,959 $5.61M 0.01% +32 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,682 shares; 2025Q1: 34,773 shares; 2025Q2: 31,168 shares; 2025Q3: 44,387 shares; 2025Q4: 73,472 shares 73,472 $5.59M 0.01% +29,085 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: restricted; 2024Q4: 52,240 shares; 2025Q1: 49,624 shares; 2025Q2: 43,614 shares; 2025Q3: 40,815 shares; 2025Q4: 38,120 shares 38,120 $5.57M 0.01% -2,695 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,446 shares; 2025Q1: 202,901 shares; 2025Q2: 198,359 shares; 2025Q3: 195,826 shares; 2025Q4: 202,188 shares 202,188 $5.55M 0.01% +6,362 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,145 shares; 2025Q1: 146,786 shares; 2025Q2: 136,360 shares; 2025Q3: 134,393 shares; 2025Q4: 130,408 shares 130,408 $5.53M 0.01% -3,985 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: restricted; 2024Q4: 6,143 shares; 2025Q1: 12,633 shares; 2025Q2: 18,419 shares; 2025Q3: 24,416 shares; 2025Q4: 39,572 shares 39,572 $5.49M 0.01% +15,156 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,583 shares; 2025Q1: 25,182 shares; 2025Q2: 25,187 shares; 2025Q3: 23,436 shares; 2025Q4: 25,769 shares 25,769 $5.47M 0.01% +2,333 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,509 shares; 2025Q1: 103,132 shares; 2025Q2: 123,338 shares; 2025Q3: 124,824 shares; 2025Q4: 131,174 shares 131,174 $5.46M 0.01% +6,350 Timeline BINC 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: restricted; 2024Q4: 39,056 shares; 2025Q1: 26,809 shares; 2025Q2: 58,786 shares; 2025Q3: 77,658 shares; 2025Q4: 102,058 shares 102,058 $5.4M 0.01% +24,400 Timeline HYFI 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: restricted; 2024Q4: 33,798 shares; 2025Q1: 115,838 shares; 2025Q2: 113,824 shares; 2025Q3: 134,240 shares; 2025Q4: 142,470 shares 142,470 $5.38M 0.01% +8,230 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,506 shares; 2025Q1: 17,422 shares; 2025Q2: 34,771 shares; 2025Q3: 35,721 shares; 2025Q4: 39,158 shares 39,158 $5.37M 0.01% +3,437 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,318 shares; 2025Q1: 11,619 shares; 2025Q2: 11,365 shares; 2025Q3: 13,119 shares; 2025Q4: 13,367 shares 13,367 $5.36M 0.01% +248 Timeline GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,937 shares; 2025Q3: 102,424 shares; 2025Q4: 133,751 shares 133,751 $5.35M 0.01% +31,327 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,485 shares; 2025Q1: 29,103 shares; 2025Q2: 27,674 shares; 2025Q3: 28,844 shares; 2025Q4: 28,878 shares 28,878 $5.34M 0.01% +34 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,427 shares; 2025Q1: 19,711 shares; 2025Q2: 12,487 shares; 2025Q3: 19,369 shares; 2025Q4: 40,086 shares 40,086 $5.34M 0.01% +20,717 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: restricted; 2024Q4: 72,559 shares; 2025Q1: 73,080 shares; 2025Q2: 75,593 shares; 2025Q3: 77,660 shares; 2025Q4: 82,375 shares 82,375 $5.34M 0.01% +4,715 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,378 shares; 2025Q1: 15,389 shares; 2025Q2: 33,822 shares; 2025Q3: 37,384 shares; 2025Q4: 51,477 shares 51,477 $5.34M 0.01% +14,093 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,280 shares; 2025Q3: 150,479 shares; 2025Q4: 158,688 shares 158,688 $5.33M 0.01% +8,209 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,654 shares; 2025Q1: 5,159 shares; 2025Q2: 6,811 shares; 2025Q3: 7,457 shares; 2025Q4: 8,056 shares 8,056 $5.33M 0.01% +599 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,907 shares; 2025Q1: 27,511 shares; 2025Q2: 32,988 shares; 2025Q3: 31,198 shares; 2025Q4: 30,819 shares 30,819 $5.32M 0.01% -379 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349,884 shares; 2025Q1: 347,528 shares; 2025Q2: 529,236 shares; 2025Q3: 514,524 shares; 2025Q4: 322,312 shares 322,312 $5.32M 0.01% -192,212 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,774 shares; 2025Q1: 38,086 shares; 2025Q2: 33,654 shares; 2025Q3: 23,837 shares; 2025Q4: 29,741 shares 29,741 $5.3M 0.01% +5,904 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: restricted; 2024Q4: 15,512 shares; 2025Q1: 14,843 shares; 2025Q2: 23,656 shares; 2025Q3: 106,322 shares; 2025Q4: 217,309 shares 217,309 $5.3M 0.01% +110,987 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,695 shares; 2025Q1: 132,950 shares; 2025Q2: 137,654 shares; 2025Q3: 135,764 shares; 2025Q4: 135,679 shares 135,679 $5.29M 0.01% -85 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,267 shares; 2025Q1: 16,397 shares; 2025Q2: 21,369 shares; 2025Q3: 24,429 shares; 2025Q4: 25,863 shares 25,863 $5.28M 0.01% +1,434 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: restricted; 2024Q4: 142,198 shares; 2025Q1: 135,546 shares; 2025Q2: 134,937 shares; 2025Q3: 124,739 shares; 2025Q4: 123,277 shares 123,277 $5.28M 0.01% -1,462 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: restricted; 2024Q4: 88,563 shares; 2025Q1: 111,922 shares; 2025Q2: 106,142 shares; 2025Q3: 98,932 shares; 2025Q4: 97,609 shares 97,609 $5.28M 0.01% -1,323 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,923 shares; 2025Q1: 133,014 shares; 2025Q2: 81,978 shares; 2025Q3: 80,982 shares; 2025Q4: 80,089 shares 80,089 $5.27M 0.01% -893 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: restricted; 2024Q4: 107,533 shares; 2025Q1: 115,569 shares; 2025Q2: 101,929 shares; 2025Q3: 103,518 shares; 2025Q4: 99,243 shares 99,243 $5.27M 0.01% -4,275 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: restricted; 2024Q4: 43,546 shares; 2025Q1: 39,349 shares; 2025Q2: 40,663 shares; 2025Q3: 39,576 shares; 2025Q4: 38,165 shares 38,165 $5.27M 0.01% -1,411 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,617 shares; 2025Q1: 39,500 shares; 2025Q2: 44,520 shares; 2025Q3: 153,684 shares; 2025Q4: 204,404 shares 204,404 $5.27M 0.01% +50,720 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,699 shares; 2025Q1: 13,762 shares; 2025Q2: 9,965 shares; 2025Q3: 8,806 shares; 2025Q4: 8,953 shares 8,953 $5.25M 0.01% +147 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,863 shares; 2025Q3: 164,207 shares; 2025Q4: 164,003 shares 164,003 $5.24M 0.01% -204 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: restricted; 2024Q4: 44,541 shares; 2025Q1: 42,589 shares; 2025Q2: 50,586 shares; 2025Q3: 50,756 shares; 2025Q4: 51,575 shares 51,575 $5.23M 0.01% +819 Timeline NUEM 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: restricted; 2024Q4: 120,845 shares; 2025Q1: 135,627 shares; 2025Q2: 136,588 shares; 2025Q3: 137,894 shares; 2025Q4: 140,765 shares 140,765 $5.23M 0.01% +2,871 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 303,071 shares; 2025Q1: 343,173 shares; 2025Q2: 299,084 shares; 2025Q3: 231,603 shares; 2025Q4: 203,793 shares 203,793 $5.21M 0.01% -27,810 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,311 shares; 2025Q1: 94,100 shares; 2025Q2: 82,607 shares; 2025Q3: 84,016 shares; 2025Q4: 89,356 shares 89,356 $5.2M 0.01% +5,340 Timeline AVGV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,804 shares 68,804 $5.2M 0.01% new 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: restricted; 2024Q4: 56,678 shares; 2025Q1: 57,941 shares; 2025Q2: 61,248 shares; 2025Q3: 115,230 shares; 2025Q4: 112,877 shares 112,877 $5.18M 0.01% -2,353 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: restricted; 2024Q4: 195,091 shares; 2025Q1: 221,022 shares; 2025Q2: 210,529 shares; 2025Q3: 193,990 shares; 2025Q4: 200,545 shares 200,545 $5.18M 0.01% +6,555 Timeline FTCS 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: restricted; 2024Q4: 56,367 shares; 2025Q1: 55,144 shares; 2025Q2: 54,892 shares; 2025Q3: 52,228 shares; 2025Q4: 54,876 shares 54,876 $5.18M 0.01% +2,648 Timeline