MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,709 shares; 2024Q4: 76,056 shares; 2025Q1: 84,484 shares; 2025Q2: 83,950 shares; 2025Q3: 83,150 shares; 2025Q4: 32,469 shares 32,469 $1.75M 0.03% -50,681 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,548 shares; 2024Q4: 68,356 shares; 2025Q1: 19,548 shares; 2025Q2: 16,920 shares; 2025Q3: 16,657 shares; 2025Q4: 16,868 shares 16,868 $1.75M 0.03% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,668 shares; 2025Q3: 18,719 shares; 2025Q4: 35,507 shares 35,507 $1.75M 0.03% +16,788 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,373 shares; 2024Q4: 28,440 shares; 2025Q1: 25,799 shares; 2025Q2: 22,166 shares; 2025Q3: 25,247 shares; 2025Q4: 36,411 shares 36,411 $1.74M 0.03% +11,164 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: 882 shares; 2024Q4: 934 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 653 shares; 2025Q4: 3,899 shares 3,899 $1.73M 0.03% +3,246 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,255 shares 34,255 $1.72M 0.03% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,619 shares; 2025Q2: 70,010 shares; 2025Q3: 74,843 shares; 2025Q4: 81,496 shares 81,496 $1.72M 0.03% +6,653 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,437 shares; 2024Q4: 33,459 shares; 2025Q1: 27,117 shares; 2025Q2: 27,253 shares; 2025Q3: 30,411 shares; 2025Q4: 46,916 shares 46,916 $1.72M 0.03% +16,505 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,017 shares; 2024Q4: 34,022 shares; 2025Q1: 34,748 shares; 2025Q2: 30,034 shares; 2025Q3: 38,548 shares; 2025Q4: 43,389 shares 43,389 $1.72M 0.03% +4,841 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,552 shares; 2025Q1: 2,858 shares; 2025Q2: 2,146 shares; 2025Q3: 11,003 shares; 2025Q4: 11,058 shares 11,058 $1.71M 0.03% +55 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,506 shares; 2025Q1: 8,506 shares; 2025Q2: 8,506 shares; 2025Q3: 8,506 shares; 2025Q4: 8,506 shares 8,506 $1.71M 0.03% 0 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: 25,918 shares; 2024Q4: 25,110 shares; 2025Q1: 36,655 shares; 2025Q2: 37,768 shares; 2025Q3: 47,093 shares; 2025Q4: 47,687 shares 47,687 $1.7M 0.03% +594 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,691 shares; 2024Q4: 11,846 shares; 2025Q1: 12,133 shares; 2025Q2: 14,884 shares; 2025Q3: 16,049 shares; 2025Q4: 29,293 shares 29,293 $1.7M 0.03% +13,244 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 820 shares; 2025Q1: 1,160 shares; 2025Q2: 1,098 shares; 2025Q3: 1,054 shares; 2025Q4: 1,392 shares 1,392 $1.69M 0.03% +338 Timeline TDV 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: 14,070 shares; 2024Q4: 13,870 shares; 2025Q1: 14,730 shares; 2025Q2: 16,535 shares; 2025Q3: 17,040 shares; 2025Q4: 19,425 shares 19,425 $1.68M 0.03% +2,385 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,653 shares 12,653 $1.67M 0.03% new 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: 27,615 shares; 2024Q4: 29,701 shares; 2025Q1: 29,130 shares; 2025Q2: 28,735 shares; 2025Q3: 22,961 shares; 2025Q4: 26,602 shares 26,602 $1.67M 0.03% +3,641 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,866 shares; 2025Q4: 99,520 shares 99,520 $1.67M 0.03% +6,654 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 56,767 shares; 2025Q1: 6,112 shares; 2025Q2: 58,003 shares; 2025Q3: 5,484 shares; 2025Q4: 5,521 shares 5,521 $1.67M 0.03% +37 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,290 shares 16,290 $1.66M 0.03% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,846 shares; 2024Q4: 25,078 shares; 2025Q1: 37,084 shares; 2025Q2: 34,076 shares; 2025Q3: 36,251 shares; 2025Q4: 23,288 shares 23,288 $1.65M 0.03% -12,963 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,506 shares; 2025Q1: 2,686 shares; 2025Q2: 2,693 shares; 2025Q3: 2,866 shares; 2025Q4: 4,655 shares 4,655 $1.64M 0.03% +1,789 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: 33,168 shares; 2024Q4: 45,348 shares; 2025Q1: 39,678 shares; 2025Q2: 44,872 shares; 2025Q3: 38,847 shares; 2025Q4: 125,292 shares 125,292 $1.64M 0.03% +86,445 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 7,146 shares; 2025Q1: 7,811 shares; 2025Q2: 8,134 shares; 2025Q3: 8,073 shares; 2025Q4: 7,917 shares 7,917 $1.63M 0.03% -156 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,645 shares; 2025Q1: 2,108 shares; 2025Q2: 2,843 shares; 2025Q3: 2,756 shares; 2025Q4: 3,829 shares 3,829 $1.63M 0.03% +1,073 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,421 shares; 2024Q4: 33,670 shares; 2025Q1: 33,554 shares; 2025Q2: 30,876 shares; 2025Q3: 27,011 shares; 2025Q4: 45,927 shares 45,927 $1.63M 0.03% +18,916 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: 874 shares; 2024Q4: 4,780 shares; 2025Q1: 5,356 shares; 2025Q2: 5,330 shares; 2025Q3: 5,347 shares; 2025Q4: 5,346 shares 5,346 $1.61M 0.03% -1 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: 4,305 shares; 2024Q4: 4,524 shares; 2025Q1: 4,287 shares; 2025Q2: 4,250 shares; 2025Q3: 3,405 shares; 2025Q4: 5,332 shares 5,332 $1.6M 0.03% +1,927 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 7,694 shares; 2025Q1: 8,079 shares; 2025Q2: 11,271 shares; 2025Q3: 11,808 shares; 2025Q4: 12,407 shares 12,407 $1.6M 0.03% +599 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,300 shares; 2025Q2: 39,092 shares; 2025Q3: 53,522 shares; 2025Q4: 60,164 shares 60,164 $1.59M 0.03% +6,642 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,434 shares 50,434 $1.58M 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 1,372 shares; 2025Q1: 1,380 shares; 2025Q2: 1,933 shares; 2025Q3: 2,135 shares; 2025Q4: 3,403 shares 3,403 $1.58M 0.03% +1,268 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: 10,252 shares; 2024Q4: 10,660 shares; 2025Q1: 11,379 shares; 2025Q2: 10,560 shares; 2025Q3: 10,193 shares; 2025Q4: 10,799 shares 10,799 $1.58M 0.03% +606 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: 70,577 shares; 2024Q4: 64,739 shares; 2025Q1: 56,773 shares; 2025Q2: 59,708 shares; 2025Q3: 65,227 shares; 2025Q4: 72,995 shares 72,995 $1.58M 0.03% +7,768 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,333 shares; 2024Q4: 28,178 shares; 2025Q1: 38,526 shares; 2025Q2: 35,143 shares; 2025Q3: 29,820 shares; 2025Q4: 31,422 shares 31,422 $1.58M 0.03% +1,602 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 1,539 shares; 2025Q1: 1,555 shares; 2025Q2: 1,530 shares; 2025Q3: 1,285 shares; 2025Q4: 1,689 shares 1,689 $1.58M 0.03% +404 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 3,495 shares; 2025Q1: 4,866 shares; 2025Q2: 6,921 shares; 2025Q3: 7,853 shares; 2025Q4: 5,698 shares 5,698 $1.57M 0.03% -2,155 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,421 shares; 2025Q4: 7,336 shares 7,336 $1.57M 0.03% +915 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,308 shares; 2024Q4: 16,308 shares; 2025Q1: 16,023 shares; 2025Q2: 15,823 shares; 2025Q3: 15,806 shares; 2025Q4: 15,346 shares 15,346 $1.56M 0.03% -460 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 49,070 shares; 2025Q1: 50,341 shares; 2025Q2: 51,374 shares; 2025Q3: 48,220 shares; 2025Q4: 53,530 shares 53,530 $1.56M 0.03% +5,310 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 6,586 shares; 2025Q1: 6,378 shares; 2025Q2: 13,761 shares; 2025Q3: 13,787 shares; 2025Q4: 13,809 shares 13,809 $1.55M 0.03% +22 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: not reported; 2024Q4: 3,071 shares; 2025Q1: 2,824 shares; 2025Q2: 4,113 shares; 2025Q3: 10,305 shares; 2025Q4: 12,179 shares 12,179 $1.53M 0.03% +1,874 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,636 shares; 2025Q3: 19,364 shares; 2025Q4: 20,588 shares 20,588 $1.53M 0.03% +1,224 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: 2,477 shares; 2024Q4: 2,825 shares; 2025Q1: 2,840 shares; 2025Q2: 5,008 shares; 2025Q3: 5,212 shares; 2025Q4: 7,412 shares 7,412 $1.52M 0.03% +2,200 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,501 shares; 2025Q1: 12,001 shares; 2025Q2: 11,402 shares; 2025Q3: 11,532 shares; 2025Q4: 20,615 shares 20,615 $1.52M 0.02% +9,083 Timeline JULJ 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: 71,646 shares; 2024Q4: 69,711 shares; 2025Q1: 61,477 shares; 2025Q2: 58,243 shares; 2025Q3: 59,456 shares; 2025Q4: 60,726 shares 60,726 $1.51M 0.02% +1,270 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: 1,722 shares; 2024Q4: 1,731 shares; 2025Q1: 1,734 shares; 2025Q2: 1,748 shares; 2025Q3: 1,790 shares; 2025Q4: 1,869 shares 1,869 $1.51M 0.02% +79 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: not reported; 2025Q1: 12,184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,215 shares 69,215 $1.5M 0.02% new 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: 5,500 shares; 2024Q4: 7,930 shares; 2025Q1: 8,834 shares; 2025Q2: 13,128 shares; 2025Q3: 13,793 shares; 2025Q4: 26,309 shares 26,309 $1.49M 0.02% +12,516 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,547 shares; 2024Q4: 24,299 shares; 2025Q1: 18,235 shares; 2025Q2: 15,713 shares; 2025Q3: 13,617 shares; 2025Q4: 34,795 shares 34,795 $1.49M 0.02% +21,178 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,238 shares; 2025Q1: 19,562 shares; 2025Q2: 40,654 shares; 2025Q3: 49,323 shares; 2025Q4: 47,427 shares 47,427 $1.48M 0.02% -1,896 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 4,502 shares; 2025Q1: 4,221 shares; 2025Q2: 4,284 shares; 2025Q3: 3,651 shares; 2025Q4: 3,828 shares 3,828 $1.48M 0.02% +177 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 10,581 shares; 2025Q1: 1,708 shares; 2025Q2: 1,716 shares; 2025Q3: 1,632 shares; 2025Q4: 3,738 shares 3,738 $1.47M 0.02% +2,106 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,470 shares; 2024Q4: 50,713 shares; 2025Q1: 51,025 shares; 2025Q2: 51,789 shares; 2025Q3: 52,519 shares; 2025Q4: 56,031 shares 56,031 $1.47M 0.02% +3,512 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,150 shares; 2025Q2: 10,812 shares; 2025Q3: 28,910 shares; 2025Q4: 50,882 shares 50,882 $1.47M 0.02% +21,972 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,085 shares; 2025Q1: 3,567 shares; 2025Q2: 6,174 shares; 2025Q3: 7,002 shares; 2025Q4: 7,872 shares 7,872 $1.46M 0.02% +870 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 18,291 shares; 2025Q1: 13,378 shares; 2025Q2: 18,157 shares; 2025Q3: 17,662 shares; 2025Q4: 28,679 shares 28,679 $1.46M 0.02% +11,017 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,387 shares; 2024Q4: 219,061 shares; 2025Q1: 32,054 shares; 2025Q2: 28,310 shares; 2025Q3: 27,349 shares; 2025Q4: 27,322 shares 27,322 $1.45M 0.02% -27 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: 15,279 shares; 2024Q4: 14,974 shares; 2025Q1: 15,787 shares; 2025Q2: 15,787 shares; 2025Q3: 15,517 shares; 2025Q4: 15,285 shares 15,285 $1.44M 0.02% -232 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: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,685 shares; 2025Q2: 1,810 shares; 2025Q3: 2,494 shares; 2025Q4: 5,111 shares 5,111 $1.43M 0.02% +2,617 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,261 shares; 2024Q4: 46,654 shares; 2025Q1: 44,252 shares; 2025Q2: 40,005 shares; 2025Q3: 42,646 shares; 2025Q4: 48,380 shares 48,380 $1.42M 0.02% +5,734 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,276 shares 144,276 $1.42M 0.02% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,173 shares; 2024Q4: 373,216 shares; 2025Q1: 42,071 shares; 2025Q2: 34,575 shares; 2025Q3: 32,536 shares; 2025Q4: 32,416 shares 32,416 $1.41M 0.02% -120 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,870 shares 18,870 $1.41M 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,476 shares; 2025Q1: 1,345 shares; 2025Q2: 1,335 shares; 2025Q3: 1,314 shares; 2025Q4: 1,392 shares 1,392 $1.4M 0.02% +78 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: not reported; 2024Q4: 6,098 shares; 2025Q1: 6,162 shares; 2025Q2: 6,679 shares; 2025Q3: 7,177 shares; 2025Q4: 9,154 shares 9,154 $1.39M 0.02% +1,977 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: 10,057 shares; 2024Q4: 8,996 shares; 2025Q1: 15,170 shares; 2025Q2: 12,304 shares; 2025Q3: 33,279 shares; 2025Q4: 58,762 shares 58,762 $1.39M 0.02% +25,483 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,456 shares 34,456 $1.39M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,362 shares; 2025Q4: 7,162 shares 7,162 $1.39M 0.02% -200 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,845 shares; 2024Q4: 36,905 shares; 2025Q1: 37,626 shares; 2025Q2: 40,615 shares; 2025Q3: 40,615 shares; 2025Q4: 55,827 shares 55,827 $1.39M 0.02% +15,212 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: not reported; 2024Q4: not reported; 2025Q1: 6,246 shares; 2025Q2: 16,409 shares; 2025Q3: 14,196 shares; 2025Q4: 27,510 shares 27,510 $1.38M 0.02% +13,314 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,578 shares; 2024Q4: 12,522 shares; 2025Q1: 12,443 shares; 2025Q2: 14,256 shares; 2025Q3: 14,223 shares; 2025Q4: 15,718 shares 15,718 $1.37M 0.02% +1,495 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: 2,792 shares; 2024Q4: 4,981 shares; 2025Q1: 5,038 shares; 2025Q2: 4,663 shares; 2025Q3: 5,944 shares; 2025Q4: 12,164 shares 12,164 $1.37M 0.02% +6,220 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: 3,798 shares; 2024Q4: 11,883 shares; 2025Q1: 11,667 shares; 2025Q2: 11,360 shares; 2025Q3: 12,161 shares; 2025Q4: 17,592 shares 17,592 $1.37M 0.02% +5,431 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029,553 shares; 2024Q4: 1,029,553 shares; 2025Q1: 1,029,553 shares; 2025Q2: 1,032,403 shares; 2025Q3: 1,039,779 shares; 2025Q4: 1,033,779 shares 1,033,779 $1.36M 0.02% -6,000 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,851 shares; 2025Q1: 13,859 shares; 2025Q2: 11,171 shares; 2025Q3: 6,850 shares; 2025Q4: 10,402 shares 10,402 $1.36M 0.02% +3,552 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,452 shares; 2024Q4: 17,152 shares; 2025Q1: 17,152 shares; 2025Q2: 22,588 shares; 2025Q3: 23,838 shares; 2025Q4: 31,920 shares 31,920 $1.34M 0.02% +8,082 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: 545 shares; 2024Q4: 2,342 shares; 2025Q1: 2,266 shares; 2025Q2: 2,039 shares; 2025Q3: 1,974 shares; 2025Q4: 2,207 shares 2,207 $1.34M 0.02% +233 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,390 shares; 2024Q4: 36,358 shares; 2025Q1: 39,056 shares; 2025Q2: 42,815 shares; 2025Q3: 49,276 shares; 2025Q4: 57,044 shares 57,044 $1.33M 0.02% +7,768 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,723 shares; 2025Q2: not reported; 2025Q3: 47,090 shares; 2025Q4: 53,304 shares 53,304 $1.33M 0.02% +6,214 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,646 shares 52,646 $1.33M 0.02% new 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: 5,729 shares; 2024Q4: 6,173 shares; 2025Q1: 6,436 shares; 2025Q2: 7,021 shares; 2025Q3: 12,453 shares; 2025Q4: 26,923 shares 26,923 $1.33M 0.02% +14,470 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,308 shares; 2025Q2: 37,450 shares; 2025Q3: 37,361 shares; 2025Q4: 35,228 shares 35,228 $1.33M 0.02% -2,133 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 1,510 shares; 2025Q1: 1,800 shares; 2025Q2: 2,179 shares; 2025Q3: 2,768 shares; 2025Q4: 4,588 shares 4,588 $1.33M 0.02% +1,820 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: not reported; 2024Q4: 27,785 shares; 2025Q1: 29,376 shares; 2025Q2: 32,715 shares; 2025Q3: 34,069 shares; 2025Q4: 55,040 shares 55,040 $1.32M 0.02% +20,971 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: not reported; 2025Q1: 300,016 shares; 2025Q2: 97,249 shares; 2025Q3: 23,558 shares; 2025Q4: 74,357 shares 74,357 $1.32M 0.02% +50,799 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: 83,792 shares; 2024Q4: 84,877 shares; 2025Q1: 35,836 shares; 2025Q2: 33,101 shares; 2025Q3: 32,276 shares; 2025Q4: 32,012 shares 32,012 $1.32M 0.02% -264 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: 79,648 shares; 2024Q4: 12,686 shares; 2025Q1: 14,163 shares; 2025Q2: 36,796 shares; 2025Q3: 20,067 shares; 2025Q4: 25,689 shares 25,689 $1.31M 0.02% +5,622 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,412 shares 26,412 $1.31M 0.02% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 23,829 shares; 2025Q1: 25,588 shares; 2025Q2: 27,026 shares; 2025Q3: 27,466 shares; 2025Q4: 48,139 shares 48,139 $1.31M 0.02% +20,673 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,957 shares 20,957 $1.31M 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,695 shares; 2025Q1: 7,508 shares; 2025Q2: 4,310 shares; 2025Q3: 4,336 shares; 2025Q4: 8,057 shares 8,057 $1.3M 0.02% +3,721 Timeline GTOQ 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: 61,505 shares; 2024Q4: 46,822 shares; 2025Q1: 49,941 shares; 2025Q2: 51,938 shares; 2025Q3: 52,457 shares; 2025Q4: 57,325 shares 57,325 $1.3M 0.02% +4,868 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 4,912 shares; 2025Q2: 5,011 shares; 2025Q3: 4,157 shares; 2025Q4: 5,709 shares 5,709 $1.29M 0.02% +1,552 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 841 shares; 2025Q4: 1,902 shares 1,902 $1.29M 0.02% +1,061 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,132 shares 43,132 $1.29M 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,027 shares; 2024Q4: 17,436 shares; 2025Q1: 19,149 shares; 2025Q2: 36,011 shares; 2025Q3: 31,131 shares; 2025Q4: 41,467 shares 41,467 $1.28M 0.02% +10,336 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: 3,395 shares; 2024Q4: 4,467 shares; 2025Q1: 4,729 shares; 2025Q2: 5,533 shares; 2025Q3: 5,685 shares; 2025Q4: 7,090 shares 7,090 $1.28M 0.02% +1,405 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: 15,641 shares; 2024Q4: 24,310 shares; 2025Q1: 31,369 shares; 2025Q2: 28,068 shares; 2025Q3: 28,042 shares; 2025Q4: 28,830 shares 28,830 $1.28M 0.02% +788 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,707 shares; 2024Q4: 20,531 shares; 2025Q1: 20,281 shares; 2025Q2: 20,378 shares; 2025Q3: 15,978 shares; 2025Q4: 86,263 shares 86,263 $1.28M 0.02% +70,285 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 9,632 shares; 2025Q2: 13,225 shares; 2025Q3: 14,575 shares; 2025Q4: 36,472 shares 36,472 $1.28M 0.02% +21,897 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,729 shares; 2024Q4: 53,364 shares; 2025Q1: 52,702 shares; 2025Q2: 48,584 shares; 2025Q3: 61,223 shares; 2025Q4: 72,102 shares 72,102 $1.27M 0.02% +10,879 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,936 shares 24,936 $1.27M 0.02% new Timeline DBEU 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: 18,989 shares; 2024Q4: 25,187 shares; 2025Q1: 26,543 shares; 2025Q2: 26,553 shares; 2025Q3: 27,062 shares; 2025Q4: 26,135 shares 26,135 $1.25M 0.02% -927 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,206 shares; 2024Q4: 52,781 shares; 2025Q1: 56,512 shares; 2025Q2: 54,853 shares; 2025Q3: 54,943 shares; 2025Q4: 56,045 shares 56,045 $1.25M 0.02% +1,102 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,882 shares; 2024Q4: 44,047 shares; 2025Q1: 21,348 shares; 2025Q2: 21,414 shares; 2025Q3: 21,778 shares; 2025Q4: 19,616 shares 19,616 $1.25M 0.02% -2,162 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,193 shares; 2025Q2: 24,300 shares; 2025Q3: 28,776 shares; 2025Q4: 33,587 shares 33,587 $1.25M 0.02% +4,811 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 7,408 shares; 2025Q1: 9,595 shares; 2025Q2: 7,587 shares; 2025Q3: 7,061 shares; 2025Q4: 12,726 shares 12,726 $1.24M 0.02% +5,665 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,531 shares; 2025Q4: 13,107 shares 13,107 $1.23M 0.02% +576 Timeline JANJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,420 shares; 2024Q4: 11,420 shares; 2025Q1: 42,170 shares; 2025Q2: 49,120 shares; 2025Q3: 49,870 shares; 2025Q4: 49,870 shares 49,870 $1.23M 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,748 shares; 2024Q4: 8,430 shares; 2025Q1: 9,170 shares; 2025Q2: 8,843 shares; 2025Q3: 8,655 shares; 2025Q4: 9,484 shares 9,484 $1.22M 0.02% +829 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 8,616 shares; 2025Q1: 22,792 shares; 2025Q2: 14,895 shares; 2025Q3: 15,265 shares; 2025Q4: 13,368 shares 13,368 $1.22M 0.02% -1,897 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,612 shares 24,612 $1.22M 0.02% new 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: 4,802 shares; 2024Q4: 7,450 shares; 2025Q1: 8,524 shares; 2025Q2: 7,444 shares; 2025Q3: 7,361 shares; 2025Q4: 15,075 shares 15,075 $1.21M 0.02% +7,714 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 2,442 shares; 2025Q1: 7,530 shares; 2025Q2: 7,199 shares; 2025Q3: 7,319 shares; 2025Q4: 8,063 shares 8,063 $1.2M 0.02% +744 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,564 shares; 2025Q1: 18,556 shares; 2025Q2: 18,558 shares; 2025Q3: 18,446 shares; 2025Q4: 19,286 shares 19,286 $1.2M 0.02% +840 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,628 shares 11,628 $1.2M 0.02% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,848 shares; 2024Q4: 24,686 shares; 2025Q1: 29,963 shares; 2025Q2: 30,926 shares; 2025Q3: 30,948 shares; 2025Q4: 30,948 shares 30,948 $1.2M 0.02% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,335 shares; 2024Q4: 26,605 shares; 2025Q1: 26,358 shares; 2025Q2: 22,125 shares; 2025Q3: 22,125 shares; 2025Q4: 23,920 shares 23,920 $1.2M 0.02% +1,795 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: not reported; 2024Q4: 3,364 shares; 2025Q1: 4,117 shares; 2025Q2: 4,037 shares; 2025Q3: 19,032 shares; 2025Q4: 15,700 shares 15,700 $1.2M 0.02% -3,332 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: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 31,525 shares; 2025Q2: 34,925 shares; 2025Q3: 33,829 shares; 2025Q4: 31,348 shares 31,348 $1.19M 0.02% -2,481 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,823 shares; 2024Q4: 6,996 shares; 2025Q1: 7,089 shares; 2025Q2: 8,339 shares; 2025Q3: 8,144 shares; 2025Q4: 8,212 shares 8,212 $1.19M 0.02% +68 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: 5,766 shares; 2024Q4: 6,311 shares; 2025Q1: 6,294 shares; 2025Q2: 6,478 shares; 2025Q3: 6,422 shares; 2025Q4: 6,739 shares 6,739 $1.19M 0.02% +317 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: not reported; 2024Q4: 4,555 shares; 2025Q1: 4,999 shares; 2025Q2: 7,605 shares; 2025Q3: 7,409 shares; 2025Q4: 10,576 shares 10,576 $1.18M 0.02% +3,167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,385 shares; 2025Q4: 13,423 shares 13,423 $1.18M 0.02% +3,038 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 3,331 shares; 2025Q1: 3,500 shares; 2025Q2: 3,631 shares; 2025Q3: 3,562 shares; 2025Q4: 4,881 shares 4,881 $1.18M 0.02% +1,319 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 948 shares; 2025Q2: 2,564 shares; 2025Q3: 2,604 shares; 2025Q4: 3,409 shares 3,409 $1.17M 0.02% +805 Timeline REVS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,326 shares 41,326 $1.17M 0.02% new Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,688 shares 55,688 $1.16M 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: 2,231 shares; 2025Q3: 3,627 shares; 2025Q4: 5,280 shares 5,280 $1.16M 0.02% +1,653 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: 796 shares; 2024Q4: 2,491 shares; 2025Q1: 3,076 shares; 2025Q2: 3,352 shares; 2025Q3: 3,349 shares; 2025Q4: 3,264 shares 3,264 $1.15M 0.02% -85 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,123 shares 16,123 $1.15M 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 8,534 shares; 2025Q1: 5,484 shares; 2025Q2: 8,411 shares; 2025Q3: 11,194 shares; 2025Q4: 13,880 shares 13,880 $1.15M 0.02% +2,686 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,643 shares; 2024Q4: 13,107 shares; 2025Q1: 12,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,242 shares 65,242 $1.14M 0.02% new Timeline JANH 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: 38,507 shares; 2024Q4: 36,306 shares; 2025Q1: 43,705 shares; 2025Q2: 51,854 shares; 2025Q3: 48,011 shares; 2025Q4: 46,396 shares 46,396 $1.14M 0.02% -1,615 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,390 shares; 2025Q1: 2,391 shares; 2025Q2: 2,368 shares; 2025Q3: 2,340 shares; 2025Q4: 9,444 shares 9,444 $1.14M 0.02% +7,104 Timeline HDEF 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: 15,257 shares; 2024Q4: 26,288 shares; 2025Q1: 24,112 shares; 2025Q2: 23,766 shares; 2025Q3: 35,277 shares; 2025Q4: 36,814 shares 36,814 $1.14M 0.02% +1,537 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: 4,229 shares; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 2,581 shares; 2025Q3: 2,369 shares; 2025Q4: 5,098 shares 5,098 $1.14M 0.02% +2,729 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,401 shares; 2025Q1: 13,060 shares; 2025Q2: 13,656 shares; 2025Q3: 21,062 shares; 2025Q4: 39,346 shares 39,346 $1.13M 0.02% +18,284 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 20,497 shares 20,497 $1.13M 0.02% +16,447 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: 20,033 shares; 2024Q4: 10,590 shares; 2025Q1: 6,091 shares; 2025Q2: 3,013 shares; 2025Q3: 3,018 shares; 2025Q4: 12,901 shares 12,901 $1.12M 0.02% +9,883 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: not reported; 2024Q4: 4,533 shares; 2025Q1: 4,791 shares; 2025Q2: 4,866 shares; 2025Q3: 5,000 shares; 2025Q4: 5,402 shares 5,402 $1.12M 0.02% +402 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,332 shares 23,332 $1.12M 0.02% new Timeline CGIC 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: not reported; 2024Q4: 11,457 shares; 2025Q1: 18,178 shares; 2025Q2: 13,694 shares; 2025Q3: 22,323 shares; 2025Q4: 34,399 shares 34,399 $1.12M 0.02% +12,076 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: 2,998 shares; 2024Q4: 6,735 shares; 2025Q1: 7,664 shares; 2025Q2: 7,631 shares; 2025Q3: 7,427 shares; 2025Q4: 8,123 shares 8,123 $1.11M 0.02% +696 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,795 shares 12,795 $1.11M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,963 shares 4,963 $1.1M 0.02% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 9,856 shares; 2025Q1: 10,124 shares; 2025Q2: 9,752 shares; 2025Q3: 18,379 shares; 2025Q4: 22,874 shares 22,874 $1.1M 0.02% +4,495 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,994 shares; 2025Q3: 14,099 shares; 2025Q4: 41,691 shares 41,691 $1.09M 0.02% +27,592 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,547 shares 43,547 $1.09M 0.02% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: 5,275 shares; 2025Q3: 5,113 shares; 2025Q4: 23,789 shares 23,789 $1.09M 0.02% +18,676 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: 7,975 shares; 2024Q4: 8,962 shares; 2025Q1: 9,829 shares; 2025Q2: 5,411 shares; 2025Q3: 7,418 shares; 2025Q4: 7,678 shares 7,678 $1.08M 0.02% +260 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,394 shares; 2024Q4: 31,994 shares; 2025Q1: 31,720 shares; 2025Q2: 98,694 shares; 2025Q3: 100,962 shares; 2025Q4: 37,405 shares 37,405 $1.06M 0.02% -63,557 Timeline UPRO 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: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 6,554 shares; 2025Q2: 9,231 shares; 2025Q3: 8,905 shares; 2025Q4: 9,179 shares 9,179 $1.06M 0.02% +274 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,958 shares 9,958 $1.06M 0.02% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,023 shares; 2025Q4: 37,780 shares 37,780 $1.06M 0.02% +1,757 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 5,938 shares; 2025Q1: 7,189 shares; 2025Q2: 7,417 shares; 2025Q3: 10,172 shares; 2025Q4: 13,422 shares 13,422 $1.06M 0.02% +3,250 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: 10,387 shares; 2024Q4: 9,976 shares; 2025Q1: 9,782 shares; 2025Q2: 9,208 shares; 2025Q3: 9,130 shares; 2025Q4: 8,360 shares 8,360 $1.06M 0.02% -770 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: 13,091 shares; 2024Q4: 13,145 shares; 2025Q1: 2,180 shares; 2025Q2: 2,173 shares; 2025Q3: 2,145 shares; 2025Q4: 3,543 shares 3,543 $1.06M 0.02% +1,398 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 25,251 shares; 2025Q1: 19,641 shares; 2025Q2: 18,896 shares; 2025Q3: 20,560 shares; 2025Q4: 29,049 shares 29,049 $1.05M 0.02% +8,489 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,497 shares; 2025Q1: 3,479 shares; 2025Q2: 5,211 shares; 2025Q3: 4,801 shares; 2025Q4: 6,457 shares 6,457 $1.05M 0.02% +1,656 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: 87,340 shares; 2024Q4: 91,157 shares; 2025Q1: 36,661 shares; 2025Q2: 23,243 shares; 2025Q3: 25,473 shares; 2025Q4: 35,448 shares 35,448 $1.04M 0.02% +9,975 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: 5,918 shares; 2024Q4: 9,983 shares; 2025Q1: 9,740 shares; 2025Q2: 13,490 shares; 2025Q3: 12,810 shares; 2025Q4: 14,957 shares 14,957 $1.04M 0.02% +2,147 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: 25,864 shares; 2024Q4: 25,443 shares; 2025Q1: 25,302 shares; 2025Q2: 24,659 shares; 2025Q3: 22,767 shares; 2025Q4: 25,167 shares 25,167 $1.04M 0.02% +2,400 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: 552 shares; 2024Q4: 712 shares; 2025Q1: 1,093 shares; 2025Q2: 1,752 shares; 2025Q3: 1,236 shares; 2025Q4: 1,691 shares 1,691 $1.03M 0.02% +455 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,066 shares; 2024Q4: 26,510 shares; 2025Q1: 25,234 shares; 2025Q2: 26,584 shares; 2025Q3: 28,804 shares; 2025Q4: 30,668 shares 30,668 $1.03M 0.02% +1,864 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,421 shares; 2025Q4: 5,950 shares 5,950 $1.03M 0.02% +3,529 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 19,005 shares; 2025Q1: 16,984 shares; 2025Q2: 9,154 shares; 2025Q3: 13,378 shares; 2025Q4: 17,337 shares 17,337 $1.02M 0.02% +3,959 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 10,431 shares; 2025Q1: 10,276 shares; 2025Q2: 9,570 shares; 2025Q3: 9,592 shares; 2025Q4: 9,895 shares 9,895 $1.01M 0.02% +303 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: 4,245 shares; 2024Q4: 4,323 shares; 2025Q1: 4,407 shares; 2025Q2: 4,161 shares; 2025Q3: 4,674 shares; 2025Q4: 6,188 shares 6,188 $1.01M 0.02% +1,514 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: 6,439 shares; 2024Q4: 6,416 shares; 2025Q1: 6,441 shares; 2025Q2: 6,298 shares; 2025Q3: 5,180 shares; 2025Q4: 4,907 shares 4,907 $1.01M 0.02% -273 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,004 shares 18,004 $1M 0.02% new 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: 5,400 shares; 2024Q4: 21,794 shares; 2025Q1: 25,608 shares; 2025Q2: 23,418 shares; 2025Q3: 21,848 shares; 2025Q4: 22,628 shares 22,628 $1M 0.02% +780 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,846 shares; 2025Q4: 79,193 shares 79,193 $1M 0.02% +18,347 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,603 shares; 2025Q1: 15,539 shares; 2025Q2: 18,189 shares; 2025Q3: 18,157 shares; 2025Q4: 36,266 shares 36,266 $1M 0.02% +18,109 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: not reported; 2024Q4: 1,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,573 shares; 2025Q4: 5,485 shares 5,485 $998K 0.02% +1,912 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 25,505 shares; 2025Q1: 26,670 shares; 2025Q2: 26,658 shares; 2025Q3: 31,801 shares; 2025Q4: 32,017 shares 32,017 $998K 0.02% +216 Timeline JPEF 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: 12,994 shares; 2024Q4: 13,139 shares; 2025Q1: 13,139 shares; 2025Q2: 13,139 shares; 2025Q3: 13,125 shares; 2025Q4: 13,217 shares 13,217 $987K 0.02% +92 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,735 shares; 2025Q4: 47,849 shares 47,849 $983K 0.02% +25,114 Timeline USFR 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: 19,015 shares; 2024Q4: 4,589 shares; 2025Q1: 4,295 shares; 2025Q2: 12,633 shares; 2025Q3: 11,097 shares; 2025Q4: 19,526 shares 19,526 $983K 0.02% +8,429 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: 4,920 shares; 2024Q4: 5,958 shares; 2025Q1: 5,893 shares; 2025Q2: 7,107 shares; 2025Q3: 7,515 shares; 2025Q4: 9,695 shares 9,695 $978K 0.02% +2,180 Timeline FTQI 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: 25,780 shares; 2024Q4: 24,877 shares; 2025Q1: 24,184 shares; 2025Q2: 22,788 shares; 2025Q3: 22,893 shares; 2025Q4: 46,906 shares 46,906 $977K 0.02% +24,013 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,974 shares; 2025Q4: 77,379 shares 77,379 $973K 0.02% +13,405 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,847 shares; 2024Q4: 15,278 shares; 2025Q1: 15,844 shares; 2025Q2: 15,590 shares; 2025Q3: 8,887 shares; 2025Q4: 38,929 shares 38,929 $971K 0.02% +30,042 Timeline EZM 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: 87,703 shares; 2024Q4: 87,478 shares; 2025Q1: 16,522 shares; 2025Q2: 14,377 shares; 2025Q3: 14,548 shares; 2025Q4: 14,508 shares 14,508 $969K 0.02% -40 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,226 shares; 2024Q4: 27,002 shares; 2025Q1: 34,522 shares; 2025Q2: 33,247 shares; 2025Q3: 52,685 shares; 2025Q4: 46,124 shares 46,124 $969K 0.02% -6,561 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,943 shares; 2024Q4: 34,019 shares; 2025Q1: 32,327 shares; 2025Q2: 31,856 shares; 2025Q3: 28,359 shares; 2025Q4: 27,590 shares 27,590 $968K 0.02% -769 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: 21,745 shares; 2024Q4: 22,330 shares; 2025Q1: 23,818 shares; 2025Q2: 23,220 shares; 2025Q3: 31,526 shares; 2025Q4: 36,813 shares 36,813 $964K 0.02% +5,287 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: 12,359 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,025 shares; 2025Q3: 13,223 shares; 2025Q4: 18,045 shares 18,045 $963K 0.02% +4,822 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,855 shares; 2025Q3: 27,855 shares; 2025Q4: 82,417 shares 82,417 $963K 0.02% +54,562 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 5,057 shares; 2025Q1: 5,443 shares; 2025Q2: 5,447 shares; 2025Q3: 5,364 shares; 2025Q4: 5,286 shares 5,286 $961K 0.02% -78 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 7,560 shares; 2025Q1: 6,231 shares; 2025Q2: 6,419 shares; 2025Q3: 6,691 shares; 2025Q4: 11,815 shares 11,815 $961K 0.02% +5,124 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,526 shares; 2025Q1: 4,808 shares; 2025Q2: 6,915 shares; 2025Q3: 7,386 shares; 2025Q4: 10,199 shares 10,199 $961K 0.02% +2,813 Timeline AFEM 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: 8,101 shares; 2024Q4: 8,848 shares; 2025Q1: 9,772 shares; 2025Q2: 10,378 shares; 2025Q3: 11,448 shares; 2025Q4: 11,982 shares 11,982 $949K 0.02% +534 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,663 shares 202,663 $946K 0.02% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,578 shares 44,578 $946K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,154 shares; 2025Q2: 6,614 shares; 2025Q3: 3,932 shares; 2025Q4: 4,175 shares 4,175 $946K 0.02% +243 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,116 shares; 2025Q3: 3,029 shares; 2025Q4: 4,028 shares 4,028 $942K 0.02% +999 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: 1,912 shares; 2024Q4: 5,275 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 5,026 shares; 2025Q4: 6,670 shares 6,670 $941K 0.02% +1,644 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 6,791 shares; 2025Q1: 8,101 shares; 2025Q2: 11,653 shares; 2025Q3: 11,104 shares; 2025Q4: 21,575 shares 21,575 $940K 0.02% +10,471 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 15,754 shares; 2025Q1: 1,047 shares; 2025Q2: 1,476 shares; 2025Q3: 1,344 shares; 2025Q4: 2,905 shares 2,905 $934K 0.02% +1,561 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 4,103 shares; 2025Q3: 7,244 shares; 2025Q4: 10,010 shares 10,010 $934K 0.02% +2,766 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,775 shares; 2025Q4: 48,962 shares 48,962 $927K 0.02% -813 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,511 shares; 2025Q3: 37,633 shares; 2025Q4: 39,894 shares 39,894 $925K 0.02% +2,261 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,497 shares 25,497 $922K 0.02% new 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: 3,534 shares; 2024Q4: 3,878 shares; 2025Q1: 4,907 shares; 2025Q2: 4,357 shares; 2025Q3: 4,349 shares; 2025Q4: 4,975 shares 4,975 $921K 0.02% +626 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,787 shares; 2025Q1: 9,315 shares; 2025Q2: 10,875 shares; 2025Q3: 10,243 shares; 2025Q4: 10,755 shares 10,755 $920K 0.02% +512 Timeline XMMO 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: 3,830 shares; 2024Q4: 12,216 shares; 2025Q1: 4,548 shares; 2025Q2: 4,627 shares; 2025Q3: 6,509 shares; 2025Q4: 6,622 shares 6,622 $917K 0.02% +113 Timeline JAJL 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: 31,725 shares; 2024Q4: 31,725 shares; 2025Q1: 24,625 shares; 2025Q2: 24,625 shares; 2025Q3: 24,525 shares; 2025Q4: 31,507 shares 31,507 $916K 0.02% +6,982 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: 4,453 shares; 2024Q4: not reported; 2025Q1: 3,735 shares; 2025Q2: 3,804 shares; 2025Q3: 4,379 shares; 2025Q4: 5,389 shares 5,389 $914K 0.02% +1,010 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: 14,103 shares; 2024Q4: 21,615 shares; 2025Q1: 16,002 shares; 2025Q2: 16,340 shares; 2025Q3: 17,044 shares; 2025Q4: 26,191 shares 26,191 $910K 0.01% +9,147 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,085 shares 26,085 $909K 0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 15,238 shares; 2025Q1: 15,238 shares; 2025Q2: 18,254 shares; 2025Q3: 18,384 shares; 2025Q4: 19,025 shares 19,025 $908K 0.01% +641 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,476 shares; 2025Q1: 12,207 shares; 2025Q2: 16,828 shares; 2025Q3: 15,620 shares; 2025Q4: 19,809 shares 19,809 $903K 0.01% +4,189 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,887 shares 26,887 $901K 0.01% new 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: 2,598 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,510 shares; 2025Q3: 3,505 shares; 2025Q4: 3,748 shares 3,748 $898K 0.01% +243 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 11,409 shares 11,409 $897K 0.01% +6,304 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: not reported; 2024Q4: not reported; 2025Q1: 9,996 shares; 2025Q2: 6,449 shares; 2025Q3: 8,195 shares; 2025Q4: 15,338 shares 15,338 $896K 0.01% +7,143 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 1,253 shares; 2025Q3: 1,431 shares; 2025Q4: 1,972 shares 1,972 $894K 0.01% +541 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: 990 shares; 2024Q4: 1,763 shares; 2025Q1: 2,300 shares; 2025Q2: 3,743 shares; 2025Q3: 3,821 shares; 2025Q4: 3,667 shares 3,667 $891K 0.01% -154 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 7,377 shares; 2025Q1: 7,851 shares; 2025Q2: 7,209 shares; 2025Q3: 7,137 shares; 2025Q4: 9,389 shares 9,389 $890K 0.01% +2,252 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 4,136 shares; 2025Q3: 4,558 shares; 2025Q4: 11,302 shares 11,302 $889K 0.01% +6,744 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 4,137 shares; 2025Q1: 3,955 shares; 2025Q2: 3,896 shares; 2025Q3: 4,336 shares; 2025Q4: 4,187 shares 4,187 $887K 0.01% -149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 559 shares; 2025Q4: 1,735 shares 1,735 $886K 0.01% +1,176 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,635 shares; 2025Q2: 9,241 shares; 2025Q3: 10,861 shares; 2025Q4: 12,080 shares 12,080 $883K 0.01% +1,219 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,924 shares 28,924 $881K 0.01% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,778 shares; 2025Q4: 16,496 shares 16,496 $880K 0.01% +5,718 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,894 shares; 2024Q4: 20,497 shares; 2025Q1: 20,271 shares; 2025Q2: 18,548 shares; 2025Q3: 20,938 shares; 2025Q4: 21,148 shares 21,148 $874K 0.01% +210 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 3,292 shares; 2025Q1: 4,148 shares; 2025Q2: 3,824 shares; 2025Q3: 3,955 shares; 2025Q4: 6,304 shares 6,304 $869K 0.01% +2,349 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 11,072 shares; 2025Q1: 4,910 shares; 2025Q2: 4,759 shares; 2025Q3: 4,805 shares; 2025Q4: 7,842 shares 7,842 $864K 0.01% +3,037 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,866 shares 27,866 $859K 0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 6,737 shares; 2025Q1: 9,525 shares; 2025Q2: 5,608 shares; 2025Q3: 5,581 shares; 2025Q4: 5,983 shares 5,983 $858K 0.01% +402 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,753 shares; 2025Q2: 19,868 shares; 2025Q3: 22,329 shares; 2025Q4: 33,483 shares 33,483 $857K 0.01% +11,154 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: 12,509 shares; 2024Q4: 16,170 shares; 2025Q1: 23,451 shares; 2025Q2: 20,109 shares; 2025Q3: 19,690 shares; 2025Q4: 20,712 shares 20,712 $857K 0.01% +1,022 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,849 shares; 2025Q3: 2,470 shares; 2025Q4: 3,253 shares 3,253 $844K 0.01% +783 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,844 shares; 2025Q1: 4,854 shares; 2025Q2: 4,853 shares; 2025Q3: 4,811 shares; 2025Q4: 11,378 shares 11,378 $844K 0.01% +6,567 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,672 shares 25,672 $835K 0.01% new Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,555 shares 38,555 $833K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 12,867 shares; 2025Q1: 14,801 shares; 2025Q2: 10,956 shares; 2025Q3: 11,353 shares; 2025Q4: 29,563 shares 29,563 $831K 0.01% +18,210 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 15,223 shares; 2025Q1: 18,466 shares; 2025Q2: 15,865 shares; 2025Q3: 20,308 shares; 2025Q4: 22,901 shares 22,901 $831K 0.01% +2,593 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: 3,267 shares; 2024Q4: 3,354 shares; 2025Q1: 3,342 shares; 2025Q2: 3,514 shares; 2025Q3: 3,491 shares; 2025Q4: 4,238 shares 4,238 $828K 0.01% +747 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,911 shares; 2024Q4: 20,932 shares; 2025Q1: 22,795 shares; 2025Q2: 16,790 shares; 2025Q3: 13,071 shares; 2025Q4: 14,268 shares 14,268 $822K 0.01% +1,197 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,919 shares; 2024Q4: 23,922 shares; 2025Q1: 23,925 shares; 2025Q2: 22,727 shares; 2025Q3: 22,729 shares; 2025Q4: 22,272 shares 22,272 $821K 0.01% -457 Timeline PTL 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: not reported; 2024Q4: 2,271 shares; 2025Q1: 2,756 shares; 2025Q2: 2,891 shares; 2025Q3: 3,046 shares; 2025Q4: 3,290 shares 3,290 $817K 0.01% +244 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,748 shares 9,748 $816K 0.01% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,194 shares; 2025Q2: 6,011 shares; 2025Q3: 8,718 shares; 2025Q4: 16,310 shares 16,310 $815K 0.01% +7,592 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,593 shares; 2025Q3: 31,593 shares; 2025Q4: 31,593 shares 31,593 $814K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,326 shares; 2025Q4: 100,323 shares 100,323 $814K 0.01% +81,997 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,512 shares; 2024Q4: 5,559 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,815 shares; 2025Q4: 6,229 shares 6,229 $810K 0.01% +414 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: 5,421 shares; 2024Q4: 7,941 shares; 2025Q1: 7,386 shares; 2025Q2: 8,994 shares; 2025Q3: 9,503 shares; 2025Q4: 12,084 shares 12,084 $810K 0.01% +2,581 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: 5,457 shares; 2024Q4: 9,152 shares; 2025Q1: 9,898 shares; 2025Q2: 9,158 shares; 2025Q3: 9,010 shares; 2025Q4: 17,267 shares 17,267 $803K 0.01% +8,257 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,625 shares; 2025Q1: 6,909 shares; 2025Q2: 6,903 shares; 2025Q3: 8,155 shares; 2025Q4: 12,469 shares 12,469 $802K 0.01% +4,314 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: 10,306 shares; 2024Q4: 9,725 shares; 2025Q1: 14,819 shares; 2025Q2: 16,172 shares; 2025Q3: 12,404 shares; 2025Q4: 16,134 shares 16,134 $791K 0.01% +3,730 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: 4,466 shares; 2024Q4: 4,978 shares; 2025Q1: 4,688 shares; 2025Q2: 5,574 shares; 2025Q3: 5,555 shares; 2025Q4: 5,813 shares 5,813 $791K 0.01% +258 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: 7,811 shares; 2024Q4: 26,131 shares; 2025Q1: 9,121 shares; 2025Q2: 9,635 shares; 2025Q3: 8,863 shares; 2025Q4: 10,670 shares 10,670 $786K 0.01% +1,807 Timeline UDOW 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: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 4,785 shares; 2025Q2: 6,772 shares; 2025Q3: 6,487 shares; 2025Q4: 13,556 shares 13,556 $785K 0.01% +7,069 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: 8,911 shares; 2024Q4: 10,366 shares; 2025Q1: 9,240 shares; 2025Q2: 9,149 shares; 2025Q3: 8,044 shares; 2025Q4: 12,042 shares 12,042 $783K 0.01% +3,998 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,971 shares; 2025Q1: 5,975 shares; 2025Q2: 5,841 shares; 2025Q3: 5,544 shares; 2025Q4: 7,181 shares 7,181 $780K 0.01% +1,637 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174 shares; 2024Q4: 21,486 shares; 2025Q1: 22,777 shares; 2025Q2: 22,798 shares; 2025Q3: 23,104 shares; 2025Q4: 21,503 shares 21,503 $778K 0.01% -1,601 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: 3,717 shares; 2024Q4: 3,852 shares; 2025Q1: 3,922 shares; 2025Q2: 4,252 shares; 2025Q3: 5,472 shares; 2025Q4: 10,836 shares 10,836 $774K 0.01% +5,364 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,808 shares; 2025Q2: 4,219 shares; 2025Q3: 4,053 shares; 2025Q4: 4,240 shares 4,240 $774K 0.01% +187 Timeline RIET ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,433 shares; 2025Q1: 46,836 shares; 2025Q2: 84,438 shares; 2025Q3: 95,043 shares; 2025Q4: 83,242 shares 83,242 $773K 0.01% -11,801 Timeline VEU 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: not reported; 2024Q4: 3,632 shares; 2025Q1: 4,578 shares; 2025Q2: 4,929 shares; 2025Q3: 6,878 shares; 2025Q4: 10,469 shares 10,469 $770K 0.01% +3,591 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 8,918 shares; 2025Q1: 11,327 shares; 2025Q2: 9,123 shares; 2025Q3: 9,244 shares; 2025Q4: 9,952 shares 9,952 $770K 0.01% +708 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,991 shares; 2025Q1: 5,516 shares; 2025Q2: 8,318 shares; 2025Q3: 8,517 shares; 2025Q4: 14,559 shares 14,559 $769K 0.01% +6,042 Timeline TMSL 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: 17,811 shares; 2024Q4: 18,829 shares; 2025Q1: 20,811 shares; 2025Q2: 18,310 shares; 2025Q3: 18,310 shares; 2025Q4: 21,336 shares 21,336 $766K 0.01% +3,026 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: 64,487 shares; 2024Q4: 62,731 shares; 2025Q1: 59,630 shares; 2025Q2: 36,590 shares; 2025Q3: 40,699 shares; 2025Q4: 18,478 shares 18,478 $763K 0.01% -22,221 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 5,773 shares; 2025Q1: 4,090 shares; 2025Q2: 4,091 shares; 2025Q3: 3,775 shares; 2025Q4: 4,327 shares 4,327 $760K 0.01% +552 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 9,276 shares; 2025Q1: 9,088 shares; 2025Q2: 3,757 shares; 2025Q3: 3,780 shares; 2025Q4: 4,171 shares 4,171 $756K 0.01% +391 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: 15,501 shares 15,501 $755K 0.01% +10,784 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,538 shares; 2025Q2: 14,699 shares; 2025Q3: 16,118 shares; 2025Q4: 15,887 shares 15,887 $752K 0.01% -231 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: 13,635 shares; 2024Q4: 13,343 shares; 2025Q1: 12,406 shares; 2025Q2: 14,356 shares; 2025Q3: 14,807 shares; 2025Q4: 24,451 shares 24,451 $747K 0.01% +9,644 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 1,696 shares; 2025Q1: 1,840 shares; 2025Q2: 1,639 shares; 2025Q3: 2,136 shares; 2025Q4: 3,664 shares 3,664 $744K 0.01% +1,528 Timeline FNCL 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: 9,064 shares; 2024Q4: 9,099 shares; 2025Q1: 9,137 shares; 2025Q2: 9,636 shares; 2025Q3: 9,334 shares; 2025Q4: 9,566 shares 9,566 $744K 0.01% +232 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,868 shares; 2025Q4: 2,007 shares 2,007 $742K 0.01% +139 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,558 shares; 2024Q4: 20,558 shares; 2025Q1: 20,558 shares; 2025Q2: 21,034 shares; 2025Q3: 39,768 shares; 2025Q4: 40,606 shares 40,606 $737K 0.01% +838 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 12,595 shares; 2025Q4: 17,782 shares 17,782 $737K 0.01% +5,187 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,184 shares; 2024Q4: 19,069 shares; 2025Q1: 4,455 shares; 2025Q2: 8,660 shares; 2025Q3: 9,690 shares; 2025Q4: 16,122 shares 16,122 $736K 0.01% +6,432 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,488 shares 39,488 $736K 0.01% new 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: 20,993 shares; 2024Q4: 20,980 shares; 2025Q1: 7,769 shares; 2025Q2: 6,245 shares; 2025Q3: 11,880 shares; 2025Q4: 16,938 shares 16,938 $733K 0.01% +5,058 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: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,604 shares 1,604 $730K 0.01% +151 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,132 shares; 2024Q4: 18,757 shares; 2025Q1: 18,557 shares; 2025Q2: 13,777 shares; 2025Q3: 13,777 shares; 2025Q4: 10,987 shares 10,987 $729K 0.01% -2,790 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 3,386 shares; 2025Q1: 4,603 shares; 2025Q2: 3,689 shares; 2025Q3: 3,837 shares; 2025Q4: 5,901 shares 5,901 $728K 0.01% +2,064 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,728 shares 66,728 $726K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 11,357 shares; 2025Q1: 12,106 shares; 2025Q2: 12,108 shares; 2025Q3: 12,756 shares; 2025Q4: 16,375 shares 16,375 $723K 0.01% +3,619 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 3,287 shares; 2025Q1: 4,086 shares; 2025Q2: 4,901 shares; 2025Q3: 4,924 shares; 2025Q4: 5,154 shares 5,154 $721K 0.01% +230 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,830 shares; 2025Q1: 7,930 shares; 2025Q2: 7,830 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares 7,830 $714K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,934 shares 8,934 $713K 0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,807 shares; 2025Q4: 10,217 shares 10,217 $708K 0.01% +4,410 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,245 shares; 2024Q4: 49,609 shares; 2025Q1: 45,157 shares; 2025Q2: 42,225 shares; 2025Q3: 41,930 shares; 2025Q4: 7,740 shares 7,740 $708K 0.01% -34,190 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,885 shares; 2025Q4: 29,869 shares 29,869 $707K 0.01% -1,016 Timeline JTEK 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: 3,650 shares; 2024Q4: 3,600 shares; 2025Q1: 6,200 shares; 2025Q2: 5,720 shares; 2025Q3: 7,520 shares; 2025Q4: 7,845 shares 7,845 $707K 0.01% +325 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: 7,507 shares; 2024Q4: 10,918 shares; 2025Q1: 11,292 shares; 2025Q2: 11,292 shares; 2025Q3: 11,292 shares; 2025Q4: 12,709 shares 12,709 $706K 0.01% +1,417 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,178 shares 3,178 $706K 0.01% +678 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,834 shares; 2025Q4: 67,694 shares 67,694 $702K 0.01% +11,860 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,490 shares; 2025Q1: 6,000 shares; 2025Q2: 4,387 shares; 2025Q3: 5,350 shares; 2025Q4: 6,402 shares 6,402 $701K 0.01% +1,052 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,142 shares; 2025Q2: not reported; 2025Q3: 9,731 shares; 2025Q4: 16,056 shares 16,056 $701K 0.01% +6,325 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: not reported; 2025Q1: 2,816 shares; 2025Q2: 3,531 shares; 2025Q3: 3,655 shares; 2025Q4: 4,629 shares 4,629 $700K 0.01% +974 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 4,507 shares; 2025Q1: 4,507 shares; 2025Q2: 4,492 shares; 2025Q3: 4,668 shares; 2025Q4: 4,919 shares 4,919 $699K 0.01% +251 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 3,343 shares; 2025Q4: 4,555 shares 4,555 $698K 0.01% +1,212 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 6,817 shares; 2025Q1: 9,703 shares; 2025Q2: 5,629 shares; 2025Q3: 3,941 shares; 2025Q4: 6,298 shares 6,298 $694K 0.01% +2,357 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,904 shares; 2024Q4: 12,863 shares; 2025Q1: 11,537 shares; 2025Q2: 11,565 shares; 2025Q3: 12,093 shares; 2025Q4: 16,329 shares 16,329 $694K 0.01% +4,236 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,092 shares; 2025Q4: 4,272 shares 4,272 $690K 0.01% -820 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: 3,374 shares; 2024Q4: 2,236 shares; 2025Q1: 2,180 shares; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 7,729 shares 7,729 $687K 0.01% +5,568 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: 13,925 shares; 2024Q4: 21,706 shares; 2025Q1: 19,098 shares; 2025Q2: 17,474 shares; 2025Q3: 18,109 shares; 2025Q4: 13,403 shares 13,403 $682K 0.01% -4,706 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,406 shares 10,406 $682K 0.01% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,474 shares 25,474 $680K 0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,230 shares; 2025Q1: 7,530 shares; 2025Q2: 7,505 shares; 2025Q3: 7,057 shares; 2025Q4: 16,715 shares 16,715 $679K 0.01% +9,658 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,014 shares 10,014 $674K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,496 shares; 2025Q1: 4,616 shares; 2025Q2: 6,788 shares; 2025Q3: 8,630 shares; 2025Q4: 9,106 shares 9,106 $673K 0.01% +476 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 12,939 shares; 2025Q1: 9,414 shares; 2025Q2: 10,567 shares; 2025Q3: 7,916 shares; 2025Q4: 22,154 shares 22,154 $669K 0.01% +14,238 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: 2,787 shares; 2024Q4: 2,952 shares; 2025Q1: 6,321 shares; 2025Q2: 5,752 shares; 2025Q3: 5,785 shares; 2025Q4: 6,930 shares 6,930 $665K 0.01% +1,145 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,655 shares; 2025Q1: not reported; 2025Q2: 5,899 shares; 2025Q3: 7,156 shares; 2025Q4: 22,699 shares 22,699 $664K 0.01% +15,543 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 9,836 shares; 2025Q1: 18,529 shares; 2025Q2: 8,598 shares; 2025Q3: 9,766 shares; 2025Q4: 14,118 shares 14,118 $664K 0.01% +4,352 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,648 shares; 2025Q4: 2,403 shares 2,403 $663K 0.01% -245 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: 5,412 shares; 2024Q4: 8,724 shares; 2025Q1: 7,694 shares; 2025Q2: 7,549 shares; 2025Q3: 6,767 shares; 2025Q4: 6,768 shares 6,768 $662K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,967 shares; 2025Q3: not reported; 2025Q4: 23,577 shares 23,577 $660K 0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,849 shares; 2025Q1: 5,808 shares; 2025Q2: 6,170 shares; 2025Q3: 5,282 shares; 2025Q4: 9,106 shares 9,106 $660K 0.01% +3,824 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 3,060 shares; 2025Q1: 3,638 shares; 2025Q2: 5,011 shares; 2025Q3: 3,791 shares; 2025Q4: 4,142 shares 4,142 $660K 0.01% +351 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,926 shares; 2024Q4: 23,926 shares; 2025Q1: 23,926 shares; 2025Q2: 23,926 shares; 2025Q3: 23,926 shares; 2025Q4: 23,179 shares 23,179 $659K 0.01% -747 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,399 shares 13,399 $651K 0.01% new Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,698 shares; 2025Q4: 25,698 shares 25,698 $650K 0.01% 0 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: not reported; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: 2,196 shares; 2025Q3: 2,405 shares; 2025Q4: 2,857 shares 2,857 $650K 0.01% +452 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: not reported; 2024Q4: 915 shares; 2025Q1: 667 shares; 2025Q2: 565 shares; 2025Q3: 639 shares; 2025Q4: 842 shares 842 $645K 0.01% +203 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,580 shares; 2024Q4: 24,622 shares; 2025Q1: 24,093 shares; 2025Q2: 23,090 shares; 2025Q3: 21,260 shares; 2025Q4: 17,721 shares 17,721 $639K 0.01% -3,539 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,440 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 3,772 shares; 2025Q4: 3,892 shares 3,892 $637K 0.01% +120 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 7,150 shares; 2025Q1: 19,077 shares; 2025Q2: 11,146 shares; 2025Q3: 13,540 shares; 2025Q4: 13,225 shares 13,225 $636K 0.01% -315 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,214 shares; 2025Q4: 9,084 shares 9,084 $634K 0.01% +870 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,693 shares 32,693 $631K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,237 shares; 2025Q3: 5,802 shares; 2025Q4: 8,225 shares 8,225 $631K 0.01% +2,423 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,830 shares; 2025Q4: 26,873 shares 26,873 $629K 0.01% +16,043 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,902 shares; 2025Q3: 5,719 shares; 2025Q4: 8,537 shares 8,537 $629K 0.01% +2,818 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: 3,757 shares; 2024Q4: 4,963 shares; 2025Q1: 4,992 shares; 2025Q2: 4,972 shares; 2025Q3: 4,968 shares; 2025Q4: 4,835 shares 4,835 $628K 0.01% -133 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: not reported; 2024Q4: not reported; 2025Q1: 3,576 shares; 2025Q2: 4,432 shares; 2025Q3: 4,630 shares; 2025Q4: 2,803 shares 2,803 $627K 0.01% -1,827 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 4,359 shares; 2025Q4: 4,895 shares 4,895 $624K 0.01% +536 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: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 549 shares; 2025Q3: 510 shares; 2025Q4: 798 shares 798 $616K 0.01% +288 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,210 shares 7,210 $616K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 9,744 shares; 2025Q1: 34,372 shares; 2025Q2: 10,151 shares; 2025Q3: 8,105 shares; 2025Q4: 8,587 shares 8,587 $613K 0.01% +482 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,235 shares; 2024Q4: 27,086 shares; 2025Q1: 28,671 shares; 2025Q2: 28,597 shares; 2025Q3: 32,118 shares; 2025Q4: 43,221 shares 43,221 $613K 0.01% +11,103 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: 28,908 shares; 2024Q4: 35,022 shares; 2025Q1: 36,122 shares; 2025Q2: 20,231 shares; 2025Q3: 8,355 shares; 2025Q4: 5,665 shares 5,665 $608K 0.01% -2,690 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,712 shares; 2025Q1: 10,712 shares; 2025Q2: 10,795 shares; 2025Q3: 9,240 shares; 2025Q4: 9,286 shares 9,286 $608K 0.01% +46 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 11,265 shares; 2025Q1: 14,301 shares; 2025Q2: 8,716 shares; 2025Q3: 9,220 shares; 2025Q4: 11,951 shares 11,951 $608K 0.01% +2,731 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: 18,475 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 13,982 shares 13,982 $607K 0.01% +847 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,751 shares; 2025Q1: 2,739 shares; 2025Q2: 3,365 shares; 2025Q3: 3,130 shares; 2025Q4: 2,978 shares 2,978 $606K 0.01% -152 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,821 shares; 2025Q1: 9,163 shares; 2025Q2: 8,423 shares; 2025Q3: 9,231 shares; 2025Q4: 13,194 shares 13,194 $602K 0.01% +3,963 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,041 shares; 2025Q3: 4,724 shares; 2025Q4: 7,310 shares 7,310 $599K 0.01% +2,586 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: 3,870 shares; 2024Q4: 4,136 shares; 2025Q1: 4,155 shares; 2025Q2: 4,132 shares; 2025Q3: 4,277 shares; 2025Q4: 4,231 shares 4,231 $597K 0.01% -46 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: not reported; 2024Q4: 3,676 shares; 2025Q1: 4,415 shares; 2025Q2: 3,643 shares; 2025Q3: 3,718 shares; 2025Q4: 6,734 shares 6,734 $595K 0.01% +3,016 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,890 shares; 2025Q3: 13,514 shares; 2025Q4: 23,331 shares 23,331 $594K 0.01% +9,817 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,558 shares; 2025Q1: 4,005 shares; 2025Q2: 3,018 shares; 2025Q3: 3,439 shares; 2025Q4: 4,758 shares 4,758 $594K 0.01% +1,319 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 10,237 shares 10,237 $593K 0.01% +6,442 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,621 shares; 2025Q4: 4,578 shares 4,578 $591K 0.01% -2,043 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 7,863 shares; 2025Q1: 9,847 shares; 2025Q2: 10,475 shares; 2025Q3: 11,804 shares; 2025Q4: 12,612 shares 12,612 $589K 0.01% +808 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: 5,690 shares; 2024Q4: 5,690 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 14,075 shares 14,075 $588K 0.01% +8,685 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,549 shares 6,549 $588K 0.01% new 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: not reported; 2024Q4: 764 shares; 2025Q1: 508 shares; 2025Q2: 690 shares; 2025Q3: 755 shares; 2025Q4: 1,035 shares 1,035 $588K 0.01% +280 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,203 shares; 2024Q4: 30,856 shares; 2025Q1: 30,382 shares; 2025Q2: 28,856 shares; 2025Q3: not reported; 2025Q4: 15,283 shares 15,283 $586K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares 272 $584K 0.01% new Timeline EDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,972 shares 8,972 $583K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares; 2025Q4: 2,533 shares 2,533 $582K 0.01% +689 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 19,885 shares; 2025Q1: 26,943 shares; 2025Q2: 9,101 shares; 2025Q3: 8,840 shares; 2025Q4: 19,095 shares 19,095 $582K 0.01% +10,255 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,092 shares; 2024Q4: 25,234 shares; 2025Q1: 26,325 shares; 2025Q2: 20,670 shares; 2025Q3: 21,645 shares; 2025Q4: 24,831 shares 24,831 $582K 0.01% +3,186 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 6,434 shares; 2025Q1: 8,044 shares; 2025Q2: 8,362 shares; 2025Q3: 8,002 shares; 2025Q4: 5,533 shares 5,533 $581K 0.01% -2,469 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,849 shares; 2024Q4: 43,297 shares; 2025Q1: 43,297 shares; 2025Q2: 43,297 shares; 2025Q3: 43,297 shares; 2025Q4: 43,297 shares 43,297 $578K 0.01% 0 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,275 shares; 2024Q4: 16,711 shares; 2025Q1: 29,842 shares; 2025Q2: 13,871 shares; 2025Q3: 15,374 shares; 2025Q4: 21,260 shares 21,260 $576K 0.01% +5,886 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,637 shares 43,637 $576K 0.01% new 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: 4,973 shares; 2024Q4: 5,582 shares; 2025Q1: 5,745 shares; 2025Q2: 6,719 shares; 2025Q3: 7,579 shares; 2025Q4: 14,991 shares 14,991 $575K 0.01% +7,412 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,106 shares; 2025Q3: 2,374 shares; 2025Q4: 8,026 shares 8,026 $575K 0.01% +5,652 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,459 shares; 2025Q3: 8,411 shares; 2025Q4: 7,176 shares 7,176 $573K 0.01% -1,235 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: 1,206 shares; 2024Q4: 1,581 shares; 2025Q1: 1,681 shares; 2025Q2: 1,663 shares; 2025Q3: 1,597 shares; 2025Q4: 1,760 shares 1,760 $570K 0.01% +163 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 6,607 shares; 2025Q1: 7,852 shares; 2025Q2: 6,237 shares; 2025Q3: 6,245 shares; 2025Q4: 6,828 shares 6,828 $567K 0.01% +583 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,645 shares 5,645 $564K 0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,187 shares; 2025Q1: 7,580 shares; 2025Q2: 7,161 shares; 2025Q3: 8,539 shares; 2025Q4: 11,077 shares 11,077 $563K 0.01% +2,538 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: not reported; 2024Q4: 1,723 shares; 2025Q1: 1,775 shares; 2025Q2: 3,007 shares; 2025Q3: 3,439 shares; 2025Q4: 3,472 shares 3,472 $561K 0.01% +33 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,958 shares; 2025Q1: 6,921 shares; 2025Q2: 6,967 shares; 2025Q3: 7,216 shares; 2025Q4: 8,034 shares 8,034 $560K 0.01% +818 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,744 shares; 2025Q1: 2,848 shares; 2025Q2: 2,836 shares; 2025Q3: 2,861 shares; 2025Q4: 6,004 shares 6,004 $559K 0.01% +3,143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,746 shares 11,746 $555K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 4,259 shares; 2025Q1: 4,301 shares; 2025Q2: 3,419 shares; 2025Q3: 3,529 shares; 2025Q4: 3,848 shares 3,848 $554K 0.01% +319 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 5,012 shares; 2025Q1: 8,203 shares; 2025Q2: 7,234 shares; 2025Q3: 6,552 shares; 2025Q4: 6,746 shares 6,746 $553K 0.01% +194 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,993 shares; 2025Q1: 9,956 shares; 2025Q2: 10,648 shares; 2025Q3: 11,147 shares; 2025Q4: 12,358 shares 12,358 $553K 0.01% +1,211 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 23,244 shares; 2025Q1: 23,244 shares; 2025Q2: 14,643 shares; 2025Q3: 14,423 shares; 2025Q4: 43,881 shares 43,881 $552K 0.01% +29,458 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,840 shares; 2024Q4: 14,159 shares; 2025Q1: 13,369 shares; 2025Q2: 13,748 shares; 2025Q3: 14,623 shares; 2025Q4: 15,991 shares 15,991 $551K 0.01% +1,368 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,934 shares; 2025Q1: 2,980 shares; 2025Q2: 4,670 shares; 2025Q3: 5,797 shares; 2025Q4: 5,744 shares 5,744 $546K 0.01% -53 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,854 shares; 2024Q4: 26,929 shares; 2025Q1: 28,233 shares; 2025Q2: 30,586 shares; 2025Q3: 30,849 shares; 2025Q4: 29,166 shares 29,166 $542K 0.01% -1,683 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,283 shares 8,283 $542K 0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,501 shares; 2025Q2: 8,580 shares; 2025Q3: 8,832 shares; 2025Q4: 9,743 shares 9,743 $541K 0.01% +911 Timeline QTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,700 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 15,805 shares 15,805 $540K 0.01% +3,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,559 shares; 2025Q3: 4,659 shares; 2025Q4: 7,893 shares 7,893 $540K 0.01% +3,234 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,758 shares; 2025Q3: 14,761 shares; 2025Q4: 14,657 shares 14,657 $539K 0.01% -104 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,609 shares; 2025Q2: 10,529 shares; 2025Q3: 11,009 shares; 2025Q4: 20,989 shares 20,989 $536K 0.01% +9,980 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,106 shares; 2024Q4: 15,294 shares; 2025Q1: 16,373 shares; 2025Q2: 17,211 shares; 2025Q3: 17,710 shares; 2025Q4: 19,398 shares 19,398 $534K 0.01% +1,688 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,119 shares; 2024Q4: 21,678 shares; 2025Q1: 6,160 shares; 2025Q2: 6,418 shares; 2025Q3: 8,338 shares; 2025Q4: 8,448 shares 8,448 $534K 0.01% +110 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,041 shares; 2025Q4: 22,788 shares 22,788 $533K 0.01% -1,253 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,091 shares 14,091 $532K 0.01% new Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 12,019 shares; 2025Q2: 10,512 shares; 2025Q3: 10,501 shares; 2025Q4: 11,285 shares 11,285 $532K 0.01% +784 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 820 shares; 2025Q1: 866 shares; 2025Q2: 865 shares; 2025Q3: not reported; 2025Q4: 1,720 shares 1,720 $532K 0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,182 shares; 2025Q3: 8,299 shares; 2025Q4: 6,744 shares 6,744 $531K 0.01% -1,555 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,705 shares; 2025Q3: 3,733 shares; 2025Q4: 3,084 shares 3,084 $527K 0.01% -649 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: not reported; 2024Q4: not reported; 2025Q1: 11,075 shares; 2025Q2: 11,102 shares; 2025Q3: not reported; 2025Q4: 28,890 shares 28,890 $526K 0.01% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,675 shares; 2025Q4: 2,029 shares 2,029 $526K 0.01% +354 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,178 shares 27,178 $526K 0.01% new Timeline RTRE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,759 shares 20,759 $524K 0.01% new 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: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,031 shares; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 2,078 shares 2,078 $522K 0.01% +686 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: not reported; 2024Q4: 1,063 shares; 2025Q1: 639 shares; 2025Q2: 744 shares; 2025Q3: 779 shares; 2025Q4: 1,581 shares 1,581 $520K 0.01% +802 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 9,635 shares; 2025Q1: 17,855 shares; 2025Q2: 10,142 shares; 2025Q3: 7,630 shares; 2025Q4: 7,737 shares 7,737 $518K 0.01% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,050 shares; 2025Q3: 2,173 shares; 2025Q4: 2,607 shares 2,607 $518K 0.01% +434 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,819 shares; 2025Q4: 4,170 shares 4,170 $518K 0.01% -649 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,423 shares 18,423 $517K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,726 shares; 2024Q4: 29,393 shares; 2025Q1: 29,926 shares; 2025Q2: 32,189 shares; 2025Q3: 29,679 shares; 2025Q4: 30,037 shares 30,037 $514K 0.01% +358 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: 1,097 shares; 2024Q4: 1,299 shares; 2025Q1: 2,328 shares; 2025Q2: 1,393 shares; 2025Q3: 1,055 shares; 2025Q4: 1,054 shares 1,054 $514K 0.01% -1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 14,311 shares; 2025Q1: 14,857 shares; 2025Q2: 11,506 shares; 2025Q3: 13,792 shares; 2025Q4: 21,138 shares 21,138 $513K 0.01% +7,346 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: 4,077 shares; 2024Q4: 4,356 shares; 2025Q1: 4,357 shares; 2025Q2: 4,144 shares; 2025Q3: 4,157 shares; 2025Q4: 7,564 shares 7,564 $509K 0.01% +3,407 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,087 shares; 2025Q3: 10,087 shares; 2025Q4: 10,087 shares 10,087 $506K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,770 shares; 2025Q1: 6,770 shares; 2025Q2: 6,712 shares; 2025Q3: 6,712 shares; 2025Q4: 11,119 shares 11,119 $506K 0.01% +4,407 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,832 shares; 2025Q4: 11,614 shares 11,614 $506K 0.01% +782 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: not reported; 2024Q4: 11,116 shares; 2025Q1: 11,646 shares; 2025Q2: 11,226 shares; 2025Q3: not reported; 2025Q4: 28,062 shares 28,062 $505K 0.01% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,952 shares; 2025Q1: 7,952 shares; 2025Q2: 7,952 shares; 2025Q3: 7,793 shares; 2025Q4: 7,635 shares 7,635 $505K 0.01% -158 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,969 shares 6,969 $504K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,120 shares; 2025Q3: 15,065 shares; 2025Q4: 15,717 shares 15,717 $502K 0.01% +652 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: 4,897 shares; 2024Q4: 4,591 shares; 2025Q1: 5,530 shares; 2025Q2: 5,309 shares; 2025Q3: 5,236 shares; 2025Q4: 3,837 shares 3,837 $501K 0.01% -1,399 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,708 shares 6,708 $498K 0.01% new 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: 1,058 shares; 2024Q4: 1,229 shares; 2025Q1: 1,079 shares; 2025Q2: 1,076 shares; 2025Q3: not reported; 2025Q4: 2,356 shares 2,356 $498K 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 9,163 shares; 2025Q1: 10,138 shares; 2025Q2: 10,916 shares; 2025Q3: 12,448 shares; 2025Q4: 13,092 shares 13,092 $497K 0.01% +644 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,336 shares; 2025Q4: 1,104 shares 1,104 $495K 0.01% -232 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,884 shares 5,884 $494K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,884 shares; 2024Q4: 26,528 shares; 2025Q1: 6,436 shares; 2025Q2: 7,286 shares; 2025Q3: 6,660 shares; 2025Q4: 7,830 shares 7,830 $489K 0.01% +1,170 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: not reported; 2024Q4: 3,114 shares; 2025Q1: 3,758 shares; 2025Q2: 5,429 shares; 2025Q3: 5,324 shares; 2025Q4: 6,150 shares 6,150 $488K 0.01% +826 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: 15,837 shares; 2024Q4: 16,749 shares; 2025Q1: 15,749 shares; 2025Q2: 16,026 shares; 2025Q3: 16,065 shares; 2025Q4: 17,855 shares 17,855 $484K 0.01% +1,790 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,668 shares 20,668 $482K 0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,623 shares; 2025Q1: 7,714 shares; 2025Q2: 6,314 shares; 2025Q3: 2,975 shares; 2025Q4: 3,797 shares 3,797 $479K 0.01% +822 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,266 shares; 2024Q4: 37,058 shares; 2025Q1: 39,869 shares; 2025Q2: 6,701 shares; 2025Q3: 6,630 shares; 2025Q4: 10,191 shares 10,191 $479K 0.01% +3,561 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 3,530 shares; 2025Q1: 5,107 shares; 2025Q2: 4,284 shares; 2025Q3: 4,316 shares; 2025Q4: 4,687 shares 4,687 $478K 0.01% +371 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: 3,865 shares; 2024Q4: 4,002 shares; 2025Q1: 4,002 shares; 2025Q2: 4,003 shares; 2025Q3: 4,000 shares; 2025Q4: 4,021 shares 4,021 $478K 0.01% +21 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,365 shares; 2025Q1: 3,672 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,703 shares 3,703 $477K 0.01% +75 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,998 shares; 2025Q1: 2,261 shares; 2025Q2: 2,051 shares; 2025Q3: 1,808 shares; 2025Q4: 4,708 shares 4,708 $475K 0.01% +2,900 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,156 shares; 2025Q4: 30,967 shares 30,967 $475K 0.01% +811 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 7,223 shares; 2025Q1: 7,510 shares; 2025Q2: 8,336 shares; 2025Q3: 9,654 shares; 2025Q4: 9,873 shares 9,873 $475K 0.01% +219 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,476 shares; 2025Q1: 2,555 shares; 2025Q2: 2,623 shares; 2025Q3: 2,633 shares; 2025Q4: 2,733 shares 2,733 $474K 0.01% +100 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 5,920 shares; 2025Q1: 5,823 shares; 2025Q2: 3,075 shares; 2025Q3: 3,189 shares; 2025Q4: 3,384 shares 3,384 $473K 0.01% +195 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,257 shares 9,257 $473K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,015 shares; 2025Q2: 5,484 shares; 2025Q3: 6,267 shares; 2025Q4: 6,730 shares 6,730 $472K 0.01% +463 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,849 shares 24,849 $470K 0.01% new 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: 6,139 shares; 2024Q4: 11,930 shares; 2025Q1: 15,294 shares; 2025Q2: 10,866 shares; 2025Q3: 9,108 shares; 2025Q4: 10,020 shares 10,020 $469K 0.01% +912 Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,650 shares 31,650 $465K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: 842 shares 842 $464K 0.01% +457 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,115 shares; 2025Q4: 44,459 shares 44,459 $464K 0.01% +12,344 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,422 shares; 2025Q2: 14,955 shares; 2025Q3: 14,394 shares; 2025Q4: 22,381 shares 22,381 $462K 0.01% +7,987 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,569 shares 15,569 $462K 0.01% new 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: 9,515 shares; 2024Q4: 12,047 shares; 2025Q1: 3,557 shares; 2025Q2: 3,985 shares; 2025Q3: 4,280 shares; 2025Q4: 3,922 shares 3,922 $460K 0.01% -358 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,039 shares 24,039 $460K 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 22,152 shares; 2025Q1: 11,287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,263 shares 15,263 $459K 0.01% new Timeline CLOA 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: 4,189 shares; 2024Q4: 4,147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,868 shares 8,868 $459K 0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,026 shares; 2025Q4: 50,523 shares 50,523 $458K 0.01% +3,497 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,374 shares 17,374 $458K 0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 5,321 shares; 2025Q4: 6,015 shares 6,015 $457K 0.01% +694 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,025 shares 6,025 $455K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,655 shares; 2025Q3: 1,603 shares; 2025Q4: 2,716 shares 2,716 $455K 0.01% +1,113 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,970 shares 4,970 $455K 0.01% new Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,599 shares; 2025Q4: 14,181 shares 14,181 $454K 0.01% +6,582 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: not reported; 2024Q4: not reported; 2025Q1: 3,154 shares; 2025Q2: 1,319 shares; 2025Q3: 1,353 shares; 2025Q4: 1,532 shares 1,532 $453K 0.01% +179 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 26,773 shares 26,773 $453K 0.01% +12,860 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: 7,300 shares; 2024Q4: 8,717 shares; 2025Q1: 8,717 shares; 2025Q2: 8,717 shares; 2025Q3: 8,717 shares; 2025Q4: 11,724 shares 11,724 $451K 0.01% +3,007 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,006 shares; 2025Q1: 23,664 shares; 2025Q2: 23,540 shares; 2025Q3: 24,419 shares; 2025Q4: 22,407 shares 22,407 $449K 0.01% -2,012 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,500 shares; 2025Q3: 4,420 shares; 2025Q4: 8,563 shares 8,563 $449K 0.01% +4,143 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,116 shares; 2025Q4: 6,089 shares 6,089 $449K 0.01% +2,973 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,891 shares; 2025Q2: 5,575 shares; 2025Q3: 8,627 shares; 2025Q4: 9,563 shares 9,563 $447K 0.01% +936 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,082 shares; 2024Q4: 20,082 shares; 2025Q1: 23,982 shares; 2025Q2: 30,276 shares; 2025Q3: 23,176 shares; 2025Q4: 23,177 shares 23,177 $447K 0.01% +1 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: not reported; 2024Q4: 6,756 shares; 2025Q1: 6,761 shares; 2025Q2: 6,708 shares; 2025Q3: 8,163 shares; 2025Q4: 8,605 shares 8,605 $444K 0.01% +442 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: 12,033 shares; 2024Q4: 12,521 shares; 2025Q1: 12,718 shares; 2025Q2: 11,540 shares; 2025Q3: 13,283 shares; 2025Q4: 21,920 shares 21,920 $443K 0.01% +8,637 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,135 shares; 2025Q1: 5,134 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares; 2025Q4: 5,124 shares 5,124 $442K 0.01% +7 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares 23,000 $441K 0.01% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,258 shares 15,258 $440K 0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,504 shares 17,504 $439K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,376 shares; 2024Q4: 17,097 shares; 2025Q1: 17,097 shares; 2025Q2: 17,097 shares; 2025Q3: 15,591 shares; 2025Q4: 33,546 shares 33,546 $437K 0.01% +17,955 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares 3,200 $436K 0.01% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 2,125 shares; 2025Q4: 2,589 shares 2,589 $436K 0.01% +464 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,908 shares; 2025Q4: 6,605 shares 6,605 $436K 0.01% -19,303 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: 1,249 shares; 2024Q4: 2,685 shares; 2025Q1: 1,942 shares; 2025Q2: 1,895 shares; 2025Q3: 1,998 shares; 2025Q4: 2,240 shares 2,240 $436K 0.01% +242 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,666 shares; 2025Q2: 2,555 shares; 2025Q3: 2,349 shares; 2025Q4: 1,278 shares 1,278 $434K 0.01% -1,071 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,926 shares 9,926 $434K 0.01% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,075 shares 1,075 $434K 0.01% +20 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,745 shares 4,745 $434K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 7,728 shares; 2025Q1: 8,137 shares; 2025Q2: 8,062 shares; 2025Q3: 8,156 shares; 2025Q4: 12,803 shares 12,803 $433K 0.01% +4,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,201 shares; 2025Q3: 1,399 shares; 2025Q4: 1,724 shares 1,724 $433K 0.01% +325 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,323 shares; 2025Q4: 2,690 shares 2,690 $433K 0.01% +367 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,268 shares; 2025Q3: 7,329 shares; 2025Q4: 6,289 shares 6,289 $432K 0.01% -1,040 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,477 shares; 2025Q2: 18,146 shares; 2025Q3: 14,234 shares; 2025Q4: 30,090 shares 30,090 $431K 0.01% +15,856 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: 5,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 5,028 shares 5,028 $431K 0.01% +1,796 Timeline MUST 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: 15,745 shares; 2024Q4: 30,444 shares; 2025Q1: 18,084 shares; 2025Q2: 18,084 shares; 2025Q3: 20,497 shares; 2025Q4: 20,783 shares 20,783 $428K 0.01% +286 Timeline FHLC 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: 7,768 shares; 2024Q4: 7,785 shares; 2025Q1: 7,862 shares; 2025Q2: 8,377 shares; 2025Q3: 4,118 shares; 2025Q4: 5,759 shares 5,759 $428K 0.01% +1,641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,610 shares; 2025Q3: 2,462 shares; 2025Q4: 3,141 shares 3,141 $427K 0.01% +679 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: not reported; 2024Q4: 682 shares; 2025Q1: 658 shares; 2025Q2: 726 shares; 2025Q3: 709 shares; 2025Q4: 740 shares 740 $425K 0.01% +31 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,699 shares; 2025Q4: 18,893 shares 18,893 $424K 0.01% -2,806 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,558 shares 11,558 $424K 0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,336 shares; 2025Q1: not reported; 2025Q2: 3,329 shares; 2025Q3: 3,552 shares; 2025Q4: 4,089 shares 4,089 $424K 0.01% +537 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,622 shares; 2025Q4: 9,562 shares 9,562 $422K 0.01% +3,940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,208 shares 8,208 $421K 0.01% new 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: not reported; 2024Q4: 2,343 shares; 2025Q1: 1,710 shares; 2025Q2: 1,324 shares; 2025Q3: 1,166 shares; 2025Q4: 1,081 shares 1,081 $421K 0.01% -85 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,392 shares 12,392 $419K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,628 shares 18,628 $419K 0.01% new Timeline