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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,306 shares; 2024Q4: 9,418 shares; 2025Q1: 10,205 shares; 2025Q2: 35,251 shares; 2025Q3: 37,935 shares 37,935 $2.5M 0.04% +2,684 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,808 shares; 2024Q4: 20,144 shares; 2025Q1: 23,040 shares; 2025Q2: 22,208 shares; 2025Q3: 26,162 shares 26,162 $2.5M 0.04% +3,954 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,580 shares; 2024Q4: 15,270 shares; 2025Q1: 13,126 shares; 2025Q2: 82,224 shares; 2025Q3: 88,750 shares 88,750 $2.49M 0.04% +6,526 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 11,324 shares; 2025Q1: 12,257 shares; 2025Q2: 17,482 shares; 2025Q3: 19,139 shares 19,139 $2.48M 0.04% +1,657 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 25,540 shares; 2025Q1: 11,816 shares; 2025Q2: 21,677 shares; 2025Q3: 22,259 shares 22,259 $2.48M 0.04% +582 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: not reported; 2025Q1: 17,116 shares; 2025Q2: 21,142 shares; 2025Q3: 22,092 shares 22,092 $2.47M 0.04% +950 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,132 shares; 2024Q4: 86,907 shares; 2025Q1: 84,941 shares; 2025Q2: 90,206 shares; 2025Q3: 93,293 shares 93,293 $2.45M 0.04% +3,087 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,626 shares; 2024Q4: 199,833 shares; 2025Q1: 198,646 shares; 2025Q2: 212,630 shares; 2025Q3: 229,166 shares 229,166 $2.45M 0.04% +16,536 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,659 shares; 2024Q4: 8,691 shares; 2025Q1: 58,726 shares; 2025Q2: 63,469 shares; 2025Q3: 60,524 shares 60,524 $2.44M 0.04% -2,945 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,241 shares; 2024Q4: 72,912 shares; 2025Q1: 67,173 shares; 2025Q2: 50,015 shares; 2025Q3: 77,694 shares 77,694 $2.44M 0.04% +27,679 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,109 shares; 2024Q4: 93,213 shares; 2025Q1: 90,883 shares; 2025Q2: 86,834 shares; 2025Q3: 89,605 shares 89,605 $2.44M 0.04% +2,771 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,370 shares; 2024Q4: 25,354 shares; 2025Q1: 22,663 shares; 2025Q2: 24,040 shares; 2025Q3: 32,464 shares 32,464 $2.44M 0.04% +8,424 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,788 shares; 2025Q1: 5,810 shares; 2025Q2: 5,208 shares; 2025Q3: 5,188 shares 5,188 $2.43M 0.04% -20 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,058 shares; 2024Q4: 47,711 shares; 2025Q1: 60,971 shares; 2025Q2: 60,971 shares; 2025Q3: 60,971 shares 60,971 $2.42M 0.04% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 13,539 shares; 2025Q1: 12,658 shares; 2025Q2: 22,721 shares; 2025Q3: 28,766 shares 28,766 $2.42M 0.04% +6,045 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,181 shares; 2024Q4: 97,280 shares; 2025Q1: 157,315 shares; 2025Q2: 213,018 shares; 2025Q3: 202,237 shares 202,237 $2.42M 0.04% -10,781 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,967 shares; 2025Q1: 8,092 shares; 2025Q2: 10,769 shares; 2025Q3: 10,772 shares 10,772 $2.4M 0.04% +3 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,951 shares; 2024Q4: 23,448 shares; 2025Q1: 28,068 shares; 2025Q2: 34,871 shares; 2025Q3: 34,948 shares 34,948 $2.39M 0.04% +77 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 11,183 shares; 2025Q1: 11,236 shares; 2025Q2: 16,877 shares; 2025Q3: 17,106 shares 17,106 $2.39M 0.04% +229 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 7,489 shares; 2025Q1: 8,611 shares; 2025Q2: 13,541 shares; 2025Q3: 14,173 shares 14,173 $2.39M 0.04% +632 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,481 shares; 2024Q4: 46,659 shares; 2025Q1: 53,463 shares; 2025Q2: 64,347 shares; 2025Q3: 60,762 shares 60,762 $2.39M 0.03% -3,585 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,196 shares; 2024Q4: 128,845 shares; 2025Q1: 150,264 shares; 2025Q2: 126,993 shares; 2025Q3: 103,079 shares 103,079 $2.38M 0.03% -23,914 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 15,105 shares; 2025Q1: 14,842 shares; 2025Q2: 14,521 shares; 2025Q3: 11,325 shares 11,325 $2.36M 0.03% -3,196 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,499 shares; 2024Q4: 37,094 shares; 2025Q1: 37,190 shares; 2025Q2: 37,025 shares; 2025Q3: 37,028 shares 37,028 $2.35M 0.03% +3 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,610 shares; 2024Q4: 23,683 shares; 2025Q1: 40,896 shares; 2025Q2: 56,015 shares; 2025Q3: 62,563 shares 62,563 $2.35M 0.03% +6,548 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 23,318 shares; 2025Q1: 29,956 shares; 2025Q2: 30,100 shares; 2025Q3: 30,667 shares 30,667 $2.35M 0.03% +567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 17,152 shares; 2025Q1: 17,953 shares; 2025Q2: 18,649 shares; 2025Q3: 19,135 shares 19,135 $2.35M 0.03% +486 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,316 shares; 2025Q3: 30,737 shares 30,737 $2.34M 0.03% +1,421 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,483 shares; 2024Q4: 81,133 shares; 2025Q1: 82,132 shares; 2025Q2: 75,758 shares; 2025Q3: 54,191 shares 54,191 $2.34M 0.03% -21,567 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,611 shares; 2024Q4: 61,892 shares; 2025Q1: 62,027 shares; 2025Q2: 65,120 shares; 2025Q3: 65,840 shares 65,840 $2.34M 0.03% +720 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,732 shares; 2024Q4: 21,780 shares; 2025Q1: 32,687 shares; 2025Q2: 41,751 shares; 2025Q3: 46,788 shares 46,788 $2.34M 0.03% +5,037 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,286 shares; 2024Q4: 62,748 shares; 2025Q1: not reported; 2025Q2: 70,830 shares; 2025Q3: 70,076 shares 70,076 $2.32M 0.03% -754 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,325 shares; 2024Q4: 81,319 shares; 2025Q1: 52,854 shares; 2025Q2: 51,011 shares; 2025Q3: 20,401 shares 20,401 $2.32M 0.03% -30,610 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,700 shares; 2024Q4: 26,652 shares; 2025Q1: 25,581 shares; 2025Q2: 26,250 shares; 2025Q3: 25,800 shares 25,800 $2.32M 0.03% -450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,118 shares; 2025Q1: 5,079 shares; 2025Q2: 33,945 shares; 2025Q3: 34,487 shares 34,487 $2.32M 0.03% +542 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 10,885 shares; 2025Q1: 9,916 shares; 2025Q2: 28,920 shares; 2025Q3: 45,677 shares 45,677 $2.32M 0.03% +16,757 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 18,794 shares; 2025Q1: 21,067 shares; 2025Q2: 21,723 shares; 2025Q3: 24,232 shares 24,232 $2.32M 0.03% +2,509 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 17,763 shares; 2025Q1: 6,941 shares; 2025Q2: 7,354 shares; 2025Q3: 7,876 shares 7,876 $2.31M 0.03% +522 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,547 shares; 2024Q4: 63,285 shares; 2025Q1: 53,760 shares; 2025Q2: 44,662 shares; 2025Q3: 45,727 shares 45,727 $2.31M 0.03% +1,065 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,793 shares; 2024Q4: 44,369 shares; 2025Q1: 40,079 shares; 2025Q2: 43,430 shares; 2025Q3: 47,343 shares 47,343 $2.31M 0.03% +3,913 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,188 shares; 2024Q4: 14,252 shares; 2025Q1: 14,237 shares; 2025Q2: 16,680 shares; 2025Q3: 17,189 shares 17,189 $2.29M 0.03% +509 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,607 shares; 2024Q4: 44,994 shares; 2025Q1: 53,801 shares; 2025Q2: 53,467 shares; 2025Q3: 49,646 shares 49,646 $2.29M 0.03% -3,821 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,554 shares; 2024Q4: 32,121 shares; 2025Q1: 37,132 shares; 2025Q2: 38,304 shares; 2025Q3: 36,285 shares 36,285 $2.28M 0.03% -2,019 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,655 shares; 2025Q2: 21,261 shares; 2025Q3: 22,111 shares 22,111 $2.28M 0.03% +850 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,516 shares; 2024Q4: 5,629 shares; 2025Q1: 13,536 shares; 2025Q2: 49,541 shares; 2025Q3: 50,199 shares 50,199 $2.24M 0.03% +658 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 4,922 shares; 2025Q1: 5,875 shares; 2025Q2: 4,030 shares; 2025Q3: 3,981 shares 3,981 $2.24M 0.03% -49 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,196 shares 99,196 $2.23M 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,455 shares; 2024Q4: 49,168 shares; 2025Q1: 57,562 shares; 2025Q2: 53,658 shares; 2025Q3: 53,317 shares 53,317 $2.23M 0.03% -341 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,022 shares; 2025Q3: 17,288 shares 17,288 $2.22M 0.03% +1,266 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,128 shares; 2025Q3: 18,476 shares 18,476 $2.22M 0.03% +10,348 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,583 shares; 2025Q3: 57,478 shares 57,478 $2.21M 0.03% -1,105 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,229 shares; 2024Q4: 19,263 shares; 2025Q1: 18,592 shares; 2025Q2: 21,771 shares; 2025Q3: 24,578 shares 24,578 $2.2M 0.03% +2,807 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 18,320 shares; 2025Q1: 21,752 shares; 2025Q2: 49,773 shares; 2025Q3: 49,392 shares 49,392 $2.2M 0.03% -381 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 15,196 shares; 2025Q1: 15,619 shares; 2025Q2: 21,646 shares; 2025Q3: 19,955 shares 19,955 $2.19M 0.03% -1,691 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 12,180 shares; 2025Q1: 12,767 shares; 2025Q2: 17,732 shares; 2025Q3: 16,535 shares 16,535 $2.18M 0.03% -1,197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,709 shares; 2024Q4: 74,500 shares; 2025Q1: 49,801 shares; 2025Q2: 60,609 shares; 2025Q3: 62,232 shares 62,232 $2.18M 0.03% +1,623 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 26,793 shares; 2025Q1: 25,578 shares; 2025Q2: 31,062 shares; 2025Q3: 34,382 shares 34,382 $2.18M 0.03% +3,320 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,141 shares 86,141 $2.17M 0.03% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,332 shares; 2025Q1: 38,407 shares; 2025Q2: 40,453 shares; 2025Q3: 43,100 shares 43,100 $2.17M 0.03% +2,647 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 11,742 shares; 2025Q1: 10,458 shares; 2025Q2: 7,565 shares; 2025Q3: 9,901 shares 9,901 $2.15M 0.03% +2,336 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,569 shares; 2024Q4: 42,042 shares; 2025Q1: 38,711 shares; 2025Q2: 47,054 shares; 2025Q3: 48,124 shares 48,124 $2.13M 0.03% +1,070 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,948 shares; 2024Q4: 19,714 shares; 2025Q1: 19,674 shares; 2025Q2: 20,086 shares; 2025Q3: 19,515 shares 19,515 $2.12M 0.03% -571 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,026 shares; 2024Q4: 47,888 shares; 2025Q1: 47,849 shares; 2025Q2: 46,129 shares; 2025Q3: 46,105 shares 46,105 $2.12M 0.03% -24 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,152 shares; 2024Q4: 24,760 shares; 2025Q1: 26,826 shares; 2025Q2: 27,895 shares; 2025Q3: 28,717 shares 28,717 $2.11M 0.03% +822 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,382 shares; 2024Q4: 20,088 shares; 2025Q1: 20,500 shares; 2025Q2: 25,626 shares; 2025Q3: 26,856 shares 26,856 $2.1M 0.03% +1,230 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,424 shares; 2024Q4: 173,804 shares; 2025Q1: 95,693 shares; 2025Q2: 100,749 shares; 2025Q3: 103,686 shares 103,686 $2.1M 0.03% +2,937 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,420 shares; 2025Q3: 46,658 shares 46,658 $2.09M 0.03% +1,238 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,184 shares; 2024Q4: 27,842 shares; 2025Q1: 28,468 shares; 2025Q2: 37,691 shares; 2025Q3: 38,392 shares 38,392 $2.08M 0.03% +701 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,917 shares; 2025Q1: 14,209 shares; 2025Q2: 14,325 shares; 2025Q3: 23,767 shares 23,767 $2.08M 0.03% +9,442 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,495 shares; 2024Q4: 98,268 shares; 2025Q1: 119,440 shares; 2025Q2: 87,744 shares; 2025Q3: 93,230 shares 93,230 $2.08M 0.03% +5,486 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 2,399 shares; 2025Q1: 2,277 shares; 2025Q2: 3,833 shares; 2025Q3: 6,427 shares 6,427 $2.08M 0.03% +2,594 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,914 shares; 2024Q4: 16,239 shares; 2025Q1: 14,903 shares; 2025Q2: 11,769 shares; 2025Q3: 17,531 shares 17,531 $2.08M 0.03% +5,762 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 13,160 shares; 2025Q1: 14,928 shares; 2025Q2: 26,514 shares; 2025Q3: 38,110 shares 38,110 $2.07M 0.03% +11,596 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,983 shares; 2025Q1: 6,164 shares; 2025Q2: 6,392 shares; 2025Q3: 6,699 shares 6,699 $2.06M 0.03% +307 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,061 shares; 2025Q2: 73,848 shares; 2025Q3: 72,923 shares 72,923 $2.05M 0.03% -925 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 9,405 shares; 2025Q1: 10,139 shares; 2025Q2: 18,821 shares; 2025Q3: 26,921 shares 26,921 $2.05M 0.03% +8,100 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 15,790 shares; 2025Q1: 17,894 shares; 2025Q2: 15,356 shares; 2025Q3: 15,458 shares 15,458 $2.04M 0.03% +102 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 4,673 shares; 2025Q1: 4,820 shares; 2025Q2: 18,979 shares; 2025Q3: 6,838 shares 6,838 $2.04M 0.03% -12,141 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,447 shares; 2024Q4: 24,984 shares; 2025Q1: 29,856 shares; 2025Q2: 24,622 shares; 2025Q3: 25,360 shares 25,360 $2.03M 0.03% +738 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 7,236 shares; 2025Q1: 9,957 shares; 2025Q2: 11,034 shares; 2025Q3: 11,469 shares 11,469 $2.03M 0.03% +435 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 17,957 shares; 2025Q1: 17,134 shares; 2025Q2: 40,124 shares; 2025Q3: 41,306 shares 41,306 $2.03M 0.03% +1,182 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 9,090 shares; 2025Q1: 9,221 shares; 2025Q2: 9,326 shares; 2025Q3: 9,392 shares 9,392 $2.02M 0.03% +66 Timeline BCDF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,700 shares; 2025Q2: 63,306 shares; 2025Q3: 63,756 shares 63,756 $2.01M 0.03% +450 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 11,821 shares; 2025Q1: 11,681 shares; 2025Q2: 12,120 shares; 2025Q3: 12,185 shares 12,185 $2M 0.03% +65 Timeline GSEP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,613 shares 52,613 $2M 0.03% new Timeline FAPR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,205 shares; 2025Q2: 45,137 shares; 2025Q3: 45,944 shares 45,944 $2M 0.03% +807 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,534 shares; 2024Q4: 57,666 shares; 2025Q1: 17,322 shares; 2025Q2: 18,354 shares; 2025Q3: 18,693 shares 18,693 $2M 0.03% +339 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,120 shares 78,120 $1.99M 0.03% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,651 shares; 2025Q3: 10,184 shares 10,184 $1.99M 0.03% +2,533 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,083 shares 52,083 $1.99M 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,733 shares; 2025Q1: 6,971 shares; 2025Q2: 9,355 shares; 2025Q3: 8,301 shares 8,301 $1.99M 0.03% -1,054 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,716 shares; 2024Q4: 19,811 shares; 2025Q1: 39,661 shares; 2025Q2: 47,220 shares; 2025Q3: 46,293 shares 46,293 $1.98M 0.03% -927 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 4,943 shares; 2025Q1: 4,903 shares; 2025Q2: 4,552 shares; 2025Q3: 4,645 shares 4,645 $1.98M 0.03% +93 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,692 shares; 2024Q4: 60,975 shares; 2025Q1: 64,231 shares; 2025Q2: 61,792 shares; 2025Q3: 68,193 shares 68,193 $1.97M 0.03% +6,401 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,340 shares; 2024Q4: 17,225 shares; 2025Q1: 17,642 shares; 2025Q2: 16,632 shares; 2025Q3: 16,118 shares 16,118 $1.96M 0.03% -514 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,697 shares; 2024Q4: 65,479 shares; 2025Q1: 94,090 shares; 2025Q2: 119,721 shares; 2025Q3: 122,077 shares 122,077 $1.95M 0.03% +2,356 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,364 shares; 2025Q2: 40,698 shares; 2025Q3: 47,043 shares 47,043 $1.94M 0.03% +6,345 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 3,343 shares; 2025Q1: 8,824 shares; 2025Q2: 15,239 shares; 2025Q3: 19,209 shares 19,209 $1.93M 0.03% +3,970 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,880 shares; 2024Q4: 21,548 shares; 2025Q1: 22,851 shares; 2025Q2: 24,532 shares; 2025Q3: 25,380 shares 25,380 $1.93M 0.03% +848 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,329 shares; 2024Q4: 30,060 shares; 2025Q1: 33,580 shares; 2025Q2: 23,273 shares; 2025Q3: 27,172 shares 27,172 $1.93M 0.03% +3,899 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 9,831 shares; 2025Q1: 9,672 shares; 2025Q2: 28,801 shares; 2025Q3: 28,370 shares 28,370 $1.92M 0.03% -431 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 19,133 shares; 2025Q1: 23,804 shares; 2025Q2: 47,793 shares; 2025Q3: 50,453 shares 50,453 $1.91M 0.03% +2,660 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,298 shares; 2024Q4: 36,322 shares; 2025Q1: 40,870 shares; 2025Q2: 41,892 shares; 2025Q3: 41,899 shares 41,899 $1.9M 0.03% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,804 shares; 2024Q4: 103,703 shares; 2025Q1: 98,529 shares; 2025Q2: 89,381 shares; 2025Q3: 82,323 shares 82,323 $1.9M 0.03% -7,058 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,030 shares; 2024Q4: 26,075 shares; 2025Q1: 21,361 shares; 2025Q2: 23,358 shares; 2025Q3: 19,814 shares 19,814 $1.9M 0.03% -3,544 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,448 shares; 2024Q4: 20,460 shares; 2025Q1: 14,579 shares; 2025Q2: 16,577 shares; 2025Q3: 20,881 shares 20,881 $1.9M 0.03% +4,304 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 6,796 shares; 2025Q1: 5,713 shares; 2025Q2: 6,122 shares; 2025Q3: 4,847 shares 4,847 $1.9M 0.03% -1,275 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 9,958 shares; 2025Q1: 13,925 shares; 2025Q2: 17,935 shares; 2025Q3: 9,237 shares 9,237 $1.9M 0.03% -8,698 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,318 shares; 2025Q1: 7,082 shares; 2025Q2: 36,409 shares; 2025Q3: 44,428 shares 44,428 $1.89M 0.03% +8,019 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 11,965 shares; 2025Q1: 12,350 shares; 2025Q2: 15,896 shares; 2025Q3: 16,715 shares 16,715 $1.88M 0.03% +819 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,804 shares; 2025Q1: 8,522 shares; 2025Q2: 8,393 shares; 2025Q3: 8,473 shares 8,473 $1.86M 0.03% +80 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 14,682 shares; 2025Q1: 15,252 shares; 2025Q2: 16,794 shares; 2025Q3: 16,782 shares 16,782 $1.86M 0.03% -12 Timeline XISE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,388 shares; 2024Q4: 55,001 shares; 2025Q1: 55,107 shares; 2025Q2: 56,060 shares; 2025Q3: 61,158 shares 61,158 $1.85M 0.03% +5,098 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,308 shares; 2025Q1: 3,471 shares; 2025Q2: 3,756 shares; 2025Q3: 3,855 shares 3,855 $1.84M 0.03% +99 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,897 shares; 2024Q4: 23,365 shares; 2025Q1: 18,183 shares; 2025Q2: 17,263 shares; 2025Q3: 18,148 shares 18,148 $1.84M 0.03% +885 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,443 shares; 2025Q2: 6,711 shares; 2025Q3: 6,799 shares 6,799 $1.84M 0.03% +88 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,828 shares; 2024Q4: 25,640 shares; 2025Q1: 40,047 shares; 2025Q2: 40,046 shares; 2025Q3: 40,046 shares 40,046 $1.83M 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 40,009 shares 40,009 $1.83M 0.03% +28,724 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,489 shares; 2024Q4: 105,240 shares; 2025Q1: 135,324 shares; 2025Q2: 59,675 shares; 2025Q3: 57,949 shares 57,949 $1.83M 0.03% -1,726 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,845 shares; 2025Q1: 3,988 shares; 2025Q2: 3,541 shares; 2025Q3: 5,867 shares 5,867 $1.82M 0.03% +2,326 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 22,670 shares; 2025Q1: 8,977 shares; 2025Q2: 7,206 shares; 2025Q3: 7,009 shares 7,009 $1.82M 0.03% -197 Timeline AVLV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,829 shares; 2025Q1: 23,383 shares; 2025Q2: 24,641 shares; 2025Q3: 25,158 shares 25,158 $1.82M 0.03% +517 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 15,256 shares; 2025Q1: 24,173 shares; 2025Q2: 11,380 shares; 2025Q3: 17,803 shares 17,803 $1.8M 0.03% +6,423 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 11,452 shares; 2025Q1: 11,731 shares; 2025Q2: 12,847 shares; 2025Q3: 12,688 shares 12,688 $1.8M 0.03% -159 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,878 shares; 2024Q4: 53,454 shares; 2025Q1: 64,125 shares; 2025Q2: 75,451 shares; 2025Q3: 98,180 shares 98,180 $1.79M 0.03% +22,729 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 7,794 shares; 2025Q1: 7,646 shares; 2025Q2: 8,279 shares; 2025Q3: 8,905 shares 8,905 $1.79M 0.03% +626 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 15,331 shares; 2025Q1: 20,240 shares; 2025Q2: 18,479 shares; 2025Q3: 13,766 shares 13,766 $1.79M 0.03% -4,713 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,231 shares; 2025Q1: 78,224 shares; 2025Q2: 78,384 shares; 2025Q3: 79,532 shares 79,532 $1.79M 0.03% +1,148 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 17,026 shares; 2025Q1: 16,614 shares; 2025Q2: 28,355 shares; 2025Q3: 26,506 shares 26,506 $1.79M 0.03% -1,849 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,031 shares; 2024Q4: 38,137 shares; 2025Q1: 66,772 shares; 2025Q2: 74,451 shares; 2025Q3: 74,936 shares 74,936 $1.79M 0.03% +485 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 14,168 shares; 2025Q1: 14,285 shares; 2025Q2: 15,645 shares; 2025Q3: 15,725 shares 15,725 $1.78M 0.03% +80 Timeline JEPQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 14,874 shares; 2025Q1: 23,557 shares; 2025Q2: 34,613 shares; 2025Q3: 30,740 shares 30,740 $1.77M 0.03% -3,873 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 3,621 shares; 2025Q1: 2,759 shares; 2025Q2: 2,987 shares; 2025Q3: 2,888 shares 2,888 $1.76M 0.03% -99 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,293 shares; 2024Q4: 6,317 shares; 2025Q1: 4,866 shares; 2025Q2: 4,790 shares; 2025Q3: 4,990 shares 4,990 $1.75M 0.03% +200 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,799 shares; 2025Q3: 24,862 shares 24,862 $1.75M 0.03% +19,063 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,247 shares; 2025Q2: 9,793 shares; 2025Q3: 12,007 shares 12,007 $1.75M 0.03% +2,214 Timeline RDVY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,739 shares; 2024Q4: 29,310 shares; 2025Q1: 28,037 shares; 2025Q2: 25,869 shares; 2025Q3: 25,915 shares 25,915 $1.74M 0.03% +46 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,599 shares; 2024Q4: 87,739 shares; 2025Q1: 98,878 shares; 2025Q2: 55,824 shares; 2025Q3: 39,646 shares 39,646 $1.74M 0.03% -16,178 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,133 shares; 2025Q1: 38,447 shares; 2025Q2: 43,702 shares; 2025Q3: 43,286 shares 43,286 $1.73M 0.03% -416 Timeline LQTI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,231 shares; 2025Q3: 83,811 shares 83,811 $1.71M 0.03% +2,580 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 10,130 shares; 2025Q1: 19,586 shares; 2025Q2: 27,917 shares; 2025Q3: 34,628 shares 34,628 $1.71M 0.03% +6,711 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,830 shares; 2025Q1: 33,830 shares; 2025Q2: 33,686 shares; 2025Q3: 39,700 shares 39,700 $1.71M 0.03% +6,014 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,827 shares; 2024Q4: 10,928 shares; 2025Q1: 11,577 shares; 2025Q2: 11,985 shares; 2025Q3: 11,948 shares 11,948 $1.7M 0.02% -37 Timeline XLG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 13,919 shares; 2025Q1: 13,311 shares; 2025Q2: 19,180 shares; 2025Q3: 29,610 shares 29,610 $1.7M 0.02% +10,430 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,426 shares; 2025Q1: 2,243 shares; 2025Q2: 2,197 shares; 2025Q3: 5,936 shares 5,936 $1.7M 0.02% +3,739 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,607 shares; 2025Q3: 67,033 shares 67,033 $1.7M 0.02% +7,426 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,405 shares; 2024Q4: 40,503 shares; 2025Q1: 40,738 shares; 2025Q2: 38,076 shares; 2025Q3: 38,110 shares 38,110 $1.7M 0.02% +34 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,187 shares; 2024Q4: 9,744 shares; 2025Q1: 9,740 shares; 2025Q2: 8,564 shares; 2025Q3: 12,521 shares 12,521 $1.7M 0.02% +3,957 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,571 shares; 2024Q4: 220,959 shares; 2025Q1: 228,936 shares; 2025Q2: 52,495 shares; 2025Q3: 68,353 shares 68,353 $1.69M 0.02% +15,858 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,590 shares; 2024Q4: 20,939 shares; 2025Q1: 23,014 shares; 2025Q2: 40,024 shares; 2025Q3: 40,024 shares 40,024 $1.68M 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,496 shares; 2025Q1: 4,930 shares; 2025Q2: 6,569 shares; 2025Q3: 7,317 shares 7,317 $1.68M 0.02% +748 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,609 shares; 2025Q1: 2,007 shares; 2025Q2: 4,310 shares; 2025Q3: 6,177 shares 6,177 $1.67M 0.02% +1,867 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,982 shares; 2024Q4: 25,814 shares; 2025Q1: 73,547 shares; 2025Q2: 39,301 shares; 2025Q3: 41,921 shares 41,921 $1.66M 0.02% +2,620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,231 shares; 2025Q3: 34,598 shares 34,598 $1.66M 0.02% +4,367 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,752 shares; 2024Q4: 27,255 shares; 2025Q1: 27,653 shares; 2025Q2: 30,465 shares; 2025Q3: 30,481 shares 30,481 $1.65M 0.02% +16 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,918 shares; 2025Q3: 56,859 shares 56,859 $1.65M 0.02% +1,941 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,687 shares; 2025Q1: 15,917 shares; 2025Q2: 16,754 shares; 2025Q3: 19,088 shares 19,088 $1.65M 0.02% +2,334 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 7,434 shares; 2025Q1: 18,983 shares; 2025Q2: 19,822 shares; 2025Q3: 32,435 shares 32,435 $1.64M 0.02% +12,613 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 24,500 shares; 2025Q1: 27,796 shares; 2025Q2: 30,741 shares; 2025Q3: 27,086 shares 27,086 $1.64M 0.02% -3,655 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,359 shares; 2024Q4: 16,536 shares; 2025Q1: 17,856 shares; 2025Q2: 28,003 shares; 2025Q3: 27,301 shares 27,301 $1.63M 0.02% -702 Timeline PSFJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,162 shares 50,162 $1.63M 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,451 shares; 2025Q1: 5,217 shares; 2025Q2: 5,371 shares; 2025Q3: 5,657 shares 5,657 $1.62M 0.02% +286 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 577 shares; 2025Q1: 826 shares; 2025Q2: 2,014 shares; 2025Q3: 2,871 shares 2,871 $1.62M 0.02% +857 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,360 shares; 2024Q4: 22,129 shares; 2025Q1: 21,441 shares; 2025Q2: 21,030 shares; 2025Q3: 21,605 shares 21,605 $1.62M 0.02% +575 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,100 shares; 2025Q2: 62,895 shares; 2025Q3: 61,836 shares 61,836 $1.62M 0.02% -1,059 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 21,880 shares; 2025Q1: 24,489 shares; 2025Q2: 21,695 shares; 2025Q3: 9,613 shares 9,613 $1.61M 0.02% -12,082 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,897 shares; 2024Q4: 20,754 shares; 2025Q1: 18,411 shares; 2025Q2: 18,775 shares; 2025Q3: 21,867 shares 21,867 $1.61M 0.02% +3,092 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,543 shares; 2025Q1: 48,043 shares; 2025Q2: 48,179 shares; 2025Q3: 64,564 shares 64,564 $1.6M 0.02% +16,385 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,068 shares; 2024Q4: 51,772 shares; 2025Q1: 45,329 shares; 2025Q2: 50,283 shares; 2025Q3: 50,724 shares 50,724 $1.6M 0.02% +441 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,384 shares; 2025Q1: 2,181 shares; 2025Q2: 2,433 shares; 2025Q3: 11,621 shares 11,621 $1.6M 0.02% +9,188 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,345 shares; 2024Q4: 77,022 shares; 2025Q1: 58,983 shares; 2025Q2: 60,029 shares; 2025Q3: 62,096 shares 62,096 $1.6M 0.02% +2,067 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 21,684 shares; 2025Q1: 22,198 shares; 2025Q2: 24,281 shares; 2025Q3: 24,665 shares 24,665 $1.6M 0.02% +384 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,258 shares; 2025Q1: not reported; 2025Q2: 11,470 shares; 2025Q3: 12,900 shares 12,900 $1.59M 0.02% +1,430 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 13,297 shares; 2025Q1: 15,650 shares; 2025Q2: 15,857 shares; 2025Q3: 16,685 shares 16,685 $1.59M 0.02% +828 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,482 shares; 2025Q3: 22,586 shares 22,586 $1.59M 0.02% +6,104 Timeline UXOC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,284 shares 45,284 $1.58M 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,489 shares; 2025Q2: 8,949 shares; 2025Q3: 11,638 shares 11,638 $1.58M 0.02% +2,689 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares 23,522 $1.58M 0.02% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,366 shares; 2024Q4: 11,269 shares; 2025Q1: 11,200 shares; 2025Q2: 11,197 shares; 2025Q3: 11,193 shares 11,193 $1.58M 0.02% -4 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,621 shares; 2025Q3: 55,621 shares 55,621 $1.57M 0.02% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,790 shares; 2024Q4: 66,445 shares; 2025Q1: 67,180 shares; 2025Q2: 76,065 shares; 2025Q3: 69,080 shares 69,080 $1.57M 0.02% -6,985 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 10,126 shares; 2025Q1: 14,581 shares; 2025Q2: 22,963 shares; 2025Q3: 16,555 shares 16,555 $1.56M 0.02% -6,408 Timeline SPHQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 18,787 shares; 2025Q1: 19,512 shares; 2025Q2: 21,456 shares; 2025Q3: 21,255 shares 21,255 $1.56M 0.02% -201 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,141 shares; 2024Q4: 36,043 shares; 2025Q1: 32,354 shares; 2025Q2: 36,794 shares; 2025Q3: 39,640 shares 39,640 $1.55M 0.02% +2,846 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,914 shares; 2024Q4: 16,872 shares; 2025Q1: 15,908 shares; 2025Q2: 15,080 shares; 2025Q3: 14,453 shares 14,453 $1.55M 0.02% -627 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,057 shares; 2024Q4: 46,053 shares; 2025Q1: 50,492 shares; 2025Q2: 63,715 shares; 2025Q3: 66,084 shares 66,084 $1.55M 0.02% +2,369 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,609 shares; 2024Q4: 19,529 shares; 2025Q1: 19,559 shares; 2025Q2: 19,935 shares; 2025Q3: 20,191 shares 20,191 $1.55M 0.02% +256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 10,297 shares; 2025Q1: 15,075 shares; 2025Q2: 22,022 shares; 2025Q3: 16,031 shares 16,031 $1.55M 0.02% -5,991 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,813 shares; 2024Q4: 28,598 shares; 2025Q1: 29,760 shares; 2025Q2: 27,895 shares; 2025Q3: 25,292 shares 25,292 $1.55M 0.02% -2,603 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,316 shares; 2025Q1: 3,302 shares; 2025Q2: 16,557 shares; 2025Q3: 16,732 shares 16,732 $1.55M 0.02% +175 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 34,238 shares; 2025Q1: 28,482 shares; 2025Q2: 37,067 shares; 2025Q3: 36,682 shares 36,682 $1.54M 0.02% -385 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,586 shares; 2024Q4: 27,812 shares; 2025Q1: 24,866 shares; 2025Q2: 13,403 shares; 2025Q3: 21,348 shares 21,348 $1.54M 0.02% +7,945 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,342 shares; 2025Q1: 6,422 shares; 2025Q2: 7,459 shares; 2025Q3: 5,748 shares 5,748 $1.54M 0.02% -1,711 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,175 shares; 2025Q2: 13,534 shares; 2025Q3: 13,448 shares 13,448 $1.53M 0.02% -86 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 30,917 shares; 2025Q1: 28,565 shares; 2025Q2: 25,262 shares; 2025Q3: 25,128 shares 25,128 $1.53M 0.02% -134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 6,617 shares; 2025Q1: 6,732 shares; 2025Q2: 7,910 shares; 2025Q3: 7,605 shares 7,605 $1.53M 0.02% -305 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 8,839 shares; 2025Q1: 8,669 shares; 2025Q2: 8,653 shares; 2025Q3: 7,544 shares 7,544 $1.52M 0.02% -1,109 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 8,140 shares; 2025Q1: 9,241 shares; 2025Q2: 14,610 shares; 2025Q3: 10,421 shares 10,421 $1.52M 0.02% -4,189 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,303 shares; 2025Q1: 35,492 shares; 2025Q2: 30,063 shares; 2025Q3: 31,087 shares 31,087 $1.51M 0.02% +1,024 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,167 shares; 2024Q4: 9,591 shares; 2025Q1: 9,641 shares; 2025Q2: 44,713 shares; 2025Q3: 39,632 shares 39,632 $1.51M 0.02% -5,081 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 10,844 shares; 2025Q3: 21,879 shares 21,879 $1.51M 0.02% +11,035 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 30,536 shares; 2025Q1: 27,977 shares; 2025Q2: 29,439 shares; 2025Q3: 34,733 shares 34,733 $1.5M 0.02% +5,294 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,205 shares; 2024Q4: 7,665 shares; 2025Q1: 6,716 shares; 2025Q2: 29,853 shares; 2025Q3: 47,581 shares 47,581 $1.5M 0.02% +17,728 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,156 shares; 2024Q4: 35,939 shares; 2025Q1: 35,939 shares; 2025Q2: 36,098 shares; 2025Q3: 35,753 shares 35,753 $1.5M 0.02% -345 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,491 shares; 2024Q4: 36,767 shares; 2025Q1: 35,796 shares; 2025Q2: 37,526 shares; 2025Q3: 37,125 shares 37,125 $1.5M 0.02% -401 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 6,631 shares; 2025Q1: 6,642 shares; 2025Q2: 7,138 shares; 2025Q3: 7,267 shares 7,267 $1.49M 0.02% +129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 3,399 shares; 2025Q1: 3,790 shares; 2025Q2: 3,314 shares; 2025Q3: 3,423 shares 3,423 $1.49M 0.02% +109 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,729 shares; 2024Q4: 91,510 shares; 2025Q1: 75,576 shares; 2025Q2: 80,582 shares; 2025Q3: 78,993 shares 78,993 $1.48M 0.02% -1,589 Timeline SPMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,618 shares; 2024Q4: 9,270 shares; 2025Q1: 7,917 shares; 2025Q2: 11,964 shares; 2025Q3: 12,169 shares 12,169 $1.47M 0.02% +205 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 10,222 shares; 2025Q1: 10,200 shares; 2025Q2: 12,466 shares; 2025Q3: 12,622 shares 12,622 $1.46M 0.02% +156 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,117 shares; 2024Q4: 12,768 shares; 2025Q1: 12,070 shares; 2025Q2: 28,379 shares; 2025Q3: 40,058 shares 40,058 $1.46M 0.02% +11,679 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,700 shares; 2024Q4: 28,934 shares; 2025Q1: 30,650 shares; 2025Q2: 31,209 shares; 2025Q3: 30,478 shares 30,478 $1.46M 0.02% -731 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,274 shares; 2024Q4: 16,465 shares; 2025Q1: 15,376 shares; 2025Q2: 14,912 shares; 2025Q3: 14,631 shares 14,631 $1.46M 0.02% -281 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 22,777 shares; 2025Q1: 23,140 shares; 2025Q2: 22,481 shares; 2025Q3: 24,776 shares 24,776 $1.46M 0.02% +2,295 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 2,888 shares; 2025Q1: 1,567 shares; 2025Q2: 1,223 shares; 2025Q3: 5,583 shares 5,583 $1.45M 0.02% +4,360 Timeline SNOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,728 shares; 2025Q2: 58,776 shares; 2025Q3: 58,696 shares 58,696 $1.45M 0.02% -80 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 25,629 shares; 2025Q1: 22,060 shares; 2025Q2: 18,286 shares; 2025Q3: 28,607 shares 28,607 $1.45M 0.02% +10,321 Timeline SMAY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,285 shares; 2025Q2: 57,059 shares; 2025Q3: 57,180 shares 57,180 $1.45M 0.02% +121 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 23,559 shares; 2025Q1: 21,547 shares; 2025Q2: 17,668 shares; 2025Q3: 17,739 shares 17,739 $1.44M 0.02% +71 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,629 shares; 2024Q4: 11,842 shares; 2025Q1: 41,679 shares; 2025Q2: 54,500 shares; 2025Q3: 58,501 shares 58,501 $1.44M 0.02% +4,001 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,562 shares; 2025Q1: 4,819 shares; 2025Q2: not reported; 2025Q3: 4,580 shares 4,580 $1.44M 0.02% new Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,227 shares; 2025Q2: 237,397 shares; 2025Q3: 237,397 shares 237,397 $1.43M 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 5,851 shares; 2025Q1: 5,491 shares; 2025Q2: 6,824 shares; 2025Q3: 7,061 shares 7,061 $1.43M 0.02% +237 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,626 shares 56,626 $1.43M 0.02% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 14,761 shares; 2025Q1: 12,888 shares; 2025Q2: 14,771 shares; 2025Q3: 14,984 shares 14,984 $1.43M 0.02% +213 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,499 shares; 2024Q4: 88,988 shares; 2025Q1: 60,107 shares; 2025Q2: 59,628 shares; 2025Q3: 60,531 shares 60,531 $1.43M 0.02% +903 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: not reported; 2025Q2: 13,627 shares; 2025Q3: 24,771 shares 24,771 $1.42M 0.02% +11,144 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,331 shares; 2025Q1: 37,331 shares; 2025Q2: 37,331 shares; 2025Q3: 36,742 shares 36,742 $1.42M 0.02% -589 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,204 shares; 2024Q4: 8,353 shares; 2025Q1: 8,120 shares; 2025Q2: 8,399 shares; 2025Q3: 4,580 shares 4,580 $1.42M 0.02% -3,819 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 4,420 shares; 2025Q1: 4,375 shares; 2025Q2: 5,167 shares; 2025Q3: 4,919 shares 4,919 $1.42M 0.02% -248 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,003 shares; 2024Q4: 57,400 shares; 2025Q1: 39,291 shares; 2025Q2: 32,303 shares; 2025Q3: 28,468 shares 28,468 $1.42M 0.02% -3,835 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 42,710 shares; 2025Q1: 28,060 shares; 2025Q2: 24,538 shares; 2025Q3: 24,363 shares 24,363 $1.41M 0.02% -175 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,131 shares; 2025Q2: 112,605 shares; 2025Q3: 112,605 shares 112,605 $1.41M 0.02% 0 UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 37,138 shares; 2025Q1: 37,138 shares; 2025Q2: 36,718 shares; 2025Q3: 36,718 shares 36,718 $1.41M 0.02% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,574 shares; 2024Q4: 42,409 shares; 2025Q1: 43,496 shares; 2025Q2: 44,988 shares; 2025Q3: 42,251 shares 42,251 $1.41M 0.02% -2,737 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 10,689 shares; 2025Q1: 10,626 shares; 2025Q2: 10,693 shares; 2025Q3: 10,767 shares 10,767 $1.4M 0.02% +74 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,876 shares; 2024Q4: 35,549 shares; 2025Q1: 37,457 shares; 2025Q2: 41,432 shares; 2025Q3: 45,912 shares 45,912 $1.4M 0.02% +4,480 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 15,359 shares; 2025Q1: 14,530 shares; 2025Q2: 11,497 shares; 2025Q3: 12,223 shares 12,223 $1.4M 0.02% +726 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,590 shares; 2024Q4: 90,672 shares; 2025Q1: 63,127 shares; 2025Q2: 33,969 shares; 2025Q3: 33,969 shares 33,969 $1.4M 0.02% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 15,294 shares; 2025Q1: 13,317 shares; 2025Q2: 14,489 shares; 2025Q3: 15,625 shares 15,625 $1.4M 0.02% +1,136 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,321 shares; 2024Q4: 127,542 shares; 2025Q1: 83,710 shares; 2025Q2: 65,407 shares; 2025Q3: 63,613 shares 63,613 $1.39M 0.02% -1,794 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 17,220 shares; 2025Q1: 15,364 shares; 2025Q2: 17,021 shares; 2025Q3: 16,824 shares 16,824 $1.39M 0.02% -197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,176 shares; 2024Q4: 30,608 shares; 2025Q1: 27,230 shares; 2025Q2: 25,508 shares; 2025Q3: 26,083 shares 26,083 $1.38M 0.02% +575 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 6,452 shares; 2025Q1: 3,053 shares; 2025Q2: 5,323 shares; 2025Q3: 7,743 shares 7,743 $1.38M 0.02% +2,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,392 shares; 2024Q4: 49,386 shares; 2025Q1: 49,429 shares; 2025Q2: 34,726 shares; 2025Q3: 22,430 shares 22,430 $1.37M 0.02% -12,296 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,547 shares; 2024Q4: 44,643 shares; 2025Q1: 47,449 shares; 2025Q2: 46,670 shares; 2025Q3: 55,301 shares 55,301 $1.37M 0.02% +8,631 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 23,962 shares; 2025Q1: 23,867 shares; 2025Q2: 30,025 shares; 2025Q3: 30,025 shares 30,025 $1.37M 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,691 shares; 2025Q1: 5,100 shares; 2025Q2: 6,230 shares; 2025Q3: 6,401 shares 6,401 $1.37M 0.02% +171 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,059 shares; 2025Q1: 4,413 shares; 2025Q2: 4,544 shares; 2025Q3: 9,818 shares 9,818 $1.36M 0.02% +5,274 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 10,450 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 12,400 shares 12,400 $1.36M 0.02% -850 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,807 shares; 2025Q3: 15,148 shares 15,148 $1.35M 0.02% +4,341 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,513 shares; 2025Q1: 12,885 shares; 2025Q2: 15,469 shares; 2025Q3: 17,616 shares 17,616 $1.34M 0.02% +2,147 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,503 shares; 2024Q4: 15,820 shares; 2025Q1: 17,895 shares; 2025Q2: 19,442 shares; 2025Q3: 19,446 shares 19,446 $1.33M 0.02% +4 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,773 shares; 2024Q4: 19,224 shares; 2025Q1: 19,223 shares; 2025Q2: 20,639 shares; 2025Q3: 20,039 shares 20,039 $1.33M 0.02% -600 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,149 shares; 2024Q4: 34,657 shares; 2025Q1: 34,285 shares; 2025Q2: 36,982 shares; 2025Q3: 41,323 shares 41,323 $1.32M 0.02% +4,341 Timeline YSEP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,857 shares; 2025Q1: 39,163 shares; 2025Q2: 50,890 shares; 2025Q3: 51,266 shares 51,266 $1.31M 0.02% +376 Timeline YMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,041 shares; 2025Q1: 37,372 shares; 2025Q2: 48,485 shares; 2025Q3: 49,725 shares 49,725 $1.31M 0.02% +1,240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,450 shares; 2025Q1: 14,251 shares; 2025Q2: 7,523 shares; 2025Q3: 7,541 shares 7,541 $1.3M 0.02% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 13,067 shares; 2025Q1: 14,255 shares; 2025Q2: 14,977 shares; 2025Q3: 10,799 shares 10,799 $1.3M 0.02% -4,178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,685 shares; 2025Q3: 51,065 shares 51,065 $1.3M 0.02% -620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,569 shares; 2025Q1: 2,520 shares; 2025Q2: 2,605 shares; 2025Q3: 5,148 shares 5,148 $1.29M 0.02% +2,543 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,014 shares 10,014 $1.29M 0.02% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,362 shares; 2024Q4: 21,349 shares; 2025Q1: 31,653 shares; 2025Q2: 30,400 shares; 2025Q3: 29,540 shares 29,540 $1.29M 0.02% -860 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,319 shares; 2025Q2: 3,322 shares; 2025Q3: 3,307 shares 3,307 $1.29M 0.02% -15 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,141 shares; 2024Q4: 85,995 shares; 2025Q1: 87,553 shares; 2025Q2: 43,763 shares; 2025Q3: 24,887 shares 24,887 $1.29M 0.02% -18,876 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,198 shares; 2024Q4: 77,331 shares; 2025Q1: 116,636 shares; 2025Q2: 47,517 shares; 2025Q3: 50,738 shares 50,738 $1.28M 0.02% +3,221 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 7,922 shares; 2025Q2: 4,690 shares; 2025Q3: 5,972 shares 5,972 $1.28M 0.02% +1,282 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,439 shares; 2024Q4: 19,190 shares; 2025Q1: 20,938 shares; 2025Q2: 21,921 shares; 2025Q3: 23,105 shares 23,105 $1.28M 0.02% +1,184 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,821 shares; 2024Q4: 140,677 shares; 2025Q1: 137,713 shares; 2025Q2: 52,804 shares; 2025Q3: 58,865 shares 58,865 $1.28M 0.02% +6,061 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,528 shares; 2024Q4: 36,230 shares; 2025Q1: 34,047 shares; 2025Q2: 47,161 shares; 2025Q3: 44,450 shares 44,450 $1.26M 0.02% -2,711 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,307 shares; 2025Q1: 7,839 shares; 2025Q2: 11,421 shares; 2025Q3: 13,507 shares 13,507 $1.26M 0.02% +2,086 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,389 shares; 2024Q4: 26,157 shares; 2025Q1: 31,118 shares; 2025Q2: 31,758 shares; 2025Q3: 23,902 shares 23,902 $1.25M 0.02% -7,856 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 10,253 shares; 2025Q1: 15,511 shares; 2025Q2: 15,211 shares; 2025Q3: 15,328 shares 15,328 $1.25M 0.02% +117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,721 shares; 2024Q4: 28,296 shares; 2025Q1: 12,016 shares; 2025Q2: 11,664 shares; 2025Q3: 12,149 shares 12,149 $1.24M 0.02% +485 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 8,555 shares; 2025Q1: 15,641 shares; 2025Q2: 9,159 shares; 2025Q3: 7,739 shares 7,739 $1.24M 0.02% -1,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 25,688 shares; 2025Q1: 28,550 shares; 2025Q2: 54,228 shares; 2025Q3: 50,247 shares 50,247 $1.23M 0.02% -3,981 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,508 shares; 2024Q4: 19,612 shares; 2025Q1: 21,095 shares; 2025Q2: 20,888 shares; 2025Q3: 19,919 shares 19,919 $1.23M 0.02% -969 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,057 shares; 2024Q4: 51,126 shares; 2025Q1: 51,126 shares; 2025Q2: 44,537 shares; 2025Q3: 39,653 shares 39,653 $1.23M 0.02% -4,884 Timeline TBUX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,059 shares; 2025Q3: 24,563 shares 24,563 $1.22M 0.02% +13,504 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 55,736 shares; 2025Q1: 55,456 shares; 2025Q2: 100,254 shares; 2025Q3: 25,872 shares 25,872 $1.21M 0.02% -74,382 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 25,047 shares; 2025Q1: 37,873 shares; 2025Q2: 35,345 shares; 2025Q3: 12,993 shares 12,993 $1.21M 0.02% -22,352 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,827 shares; 2025Q3: 17,652 shares 17,652 $1.21M 0.02% +1,825 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,244 shares; 2024Q4: 15,991 shares; 2025Q1: 16,018 shares; 2025Q2: 31,484 shares; 2025Q3: 31,484 shares 31,484 $1.21M 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 10,700 shares; 2025Q1: 7,940 shares; 2025Q2: 7,104 shares; 2025Q3: 23,188 shares 23,188 $1.21M 0.02% +16,084 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,267 shares; 2024Q4: 24,608 shares; 2025Q1: 24,665 shares; 2025Q2: 14,664 shares; 2025Q3: 14,364 shares 14,364 $1.2M 0.02% -300 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,539 shares; 2024Q4: 31,425 shares; 2025Q1: 31,062 shares; 2025Q2: 32,298 shares; 2025Q3: 36,508 shares 36,508 $1.2M 0.02% +4,210 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 2,437 shares; 2025Q1: 3,071 shares; 2025Q2: not reported; 2025Q3: 15,806 shares 15,806 $1.2M 0.02% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 15,372 shares; 2025Q1: 15,218 shares; 2025Q2: 15,135 shares; 2025Q3: 15,496 shares 15,496 $1.19M 0.02% +361 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 17,146 shares; 2025Q1: 18,616 shares; 2025Q2: 19,640 shares; 2025Q3: 20,928 shares 20,928 $1.18M 0.02% +1,288 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 2,650 shares; 2025Q1: 2,464 shares; 2025Q2: 3,132 shares; 2025Q3: 3,785 shares 3,785 $1.18M 0.02% +653 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 16,792 shares; 2025Q1: 19,141 shares; 2025Q2: 16,798 shares; 2025Q3: 17,080 shares 17,080 $1.18M 0.02% +282 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: not reported; 2025Q1: 1,238 shares; 2025Q2: 890 shares; 2025Q3: 4,777 shares 4,777 $1.17M 0.02% +3,887 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,693 shares; 2024Q4: 30,117 shares; 2025Q1: 35,158 shares; 2025Q2: 36,318 shares; 2025Q3: 36,535 shares 36,535 $1.17M 0.02% +217 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,397 shares; 2024Q4: 23,704 shares; 2025Q1: 19,920 shares; 2025Q2: 22,221 shares; 2025Q3: 22,858 shares 22,858 $1.17M 0.02% +637 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,677 shares; 2024Q4: 30,307 shares; 2025Q1: 27,950 shares; 2025Q2: 33,716 shares; 2025Q3: 26,808 shares 26,808 $1.16M 0.02% -6,908 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 17,472 shares; 2025Q1: 21,260 shares; 2025Q2: 30,315 shares; 2025Q3: 34,634 shares 34,634 $1.16M 0.02% +4,319 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,221 shares; 2024Q4: 18,676 shares; 2025Q1: 18,701 shares; 2025Q2: 17,640 shares; 2025Q3: 17,175 shares 17,175 $1.16M 0.02% -465 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,813 shares; 2025Q3: 28,813 shares 28,813 $1.15M 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,171 shares; 2025Q2: 4,717 shares; 2025Q3: 4,696 shares 4,696 $1.15M 0.02% -21 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 7,944 shares; 2025Q1: 7,653 shares; 2025Q2: 7,677 shares; 2025Q3: 7,651 shares 7,651 $1.15M 0.02% -26 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,662 shares; 2024Q4: 27,348 shares; 2025Q1: 24,723 shares; 2025Q2: 9,984 shares; 2025Q3: 10,044 shares 10,044 $1.14M 0.02% +60 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,722 shares; 2025Q1: 5,106 shares; 2025Q2: 4,250 shares; 2025Q3: 5,447 shares 5,447 $1.14M 0.02% +1,197 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,763 shares; 2025Q3: 26,417 shares 26,417 $1.14M 0.02% +1,654 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 2,304 shares 2,304 $1.14M 0.02% +496 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,210 shares; 2024Q4: 6,319 shares; 2025Q1: 25,054 shares; 2025Q2: 23,429 shares; 2025Q3: 23,965 shares 23,965 $1.14M 0.02% +536 Timeline QMAG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,835 shares 48,835 $1.13M 0.02% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,594 shares; 2024Q4: 235,223 shares; 2025Q1: 284,884 shares; 2025Q2: 301,637 shares; 2025Q3: 363,262 shares 363,262 $1.13M 0.02% +61,625 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,290 shares 28,290 $1.13M 0.02% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,978 shares; 2024Q4: 41,907 shares; 2025Q1: 52,939 shares; 2025Q2: 16,093 shares; 2025Q3: 26,838 shares 26,838 $1.13M 0.02% +10,745 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,614 shares; 2024Q4: 50,495 shares; 2025Q1: 65,561 shares; 2025Q2: 66,519 shares; 2025Q3: 85,820 shares 85,820 $1.13M 0.02% +19,301 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 32,764 shares; 2025Q3: 23,872 shares 23,872 $1.12M 0.02% -8,892 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,289 shares 13,289 $1.12M 0.02% new Timeline FMUB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,977 shares 21,977 $1.12M 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 12,766 shares; 2025Q1: 12,575 shares; 2025Q2: 3,257 shares; 2025Q3: 3,483 shares 3,483 $1.11M 0.02% +226 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,130 shares; 2024Q4: 29,101 shares; 2025Q1: 30,121 shares; 2025Q2: 30,285 shares; 2025Q3: 29,802 shares 29,802 $1.11M 0.02% -483 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 21,752 shares; 2025Q1: 22,094 shares; 2025Q2: 22,457 shares; 2025Q3: 22,569 shares 22,569 $1.1M 0.02% +112 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 14,421 shares; 2025Q1: 12,288 shares; 2025Q2: 13,799 shares; 2025Q3: 13,140 shares 13,140 $1.1M 0.02% -659 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,026 shares; 2024Q4: 21,817 shares; 2025Q1: 23,006 shares; 2025Q2: 17,931 shares; 2025Q3: 17,124 shares 17,124 $1.1M 0.02% -807 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 3,525 shares; 2025Q1: 3,604 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares 3,442 $1.1M 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 8,064 shares; 2025Q1: 7,561 shares; 2025Q2: 7,597 shares; 2025Q3: 7,926 shares 7,926 $1.1M 0.02% +329 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,204 shares; 2024Q4: 41,602 shares; 2025Q1: 47,867 shares; 2025Q2: 47,817 shares; 2025Q3: 47,570 shares 47,570 $1.09M 0.02% -247 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,116 shares; 2024Q4: 38,177 shares; 2025Q1: 37,903 shares; 2025Q2: 38,390 shares; 2025Q3: 38,102 shares 38,102 $1.09M 0.02% -288 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,522 shares; 2024Q4: 18,315 shares; 2025Q1: 13,972 shares; 2025Q2: 10,900 shares; 2025Q3: 12,171 shares 12,171 $1.09M 0.02% +1,271 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 3,894 shares; 2025Q1: 3,909 shares; 2025Q2: 5,836 shares; 2025Q3: 5,740 shares 5,740 $1.09M 0.02% -96 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,865 shares; 2025Q1: 33,485 shares; 2025Q2: 28,391 shares; 2025Q3: 49,532 shares 49,532 $1.09M 0.02% +21,141 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,462 shares; 2024Q4: 45,258 shares; 2025Q1: 41,526 shares; 2025Q2: 18,968 shares; 2025Q3: 17,839 shares 17,839 $1.09M 0.02% -1,129 Timeline QMAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,983 shares; 2025Q1: 30,768 shares; 2025Q2: 33,574 shares; 2025Q3: 33,797 shares 33,797 $1.09M 0.02% +223 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,727 shares; 2024Q4: 26,534 shares; 2025Q1: 26,484 shares; 2025Q2: 26,484 shares; 2025Q3: 26,401 shares 26,401 $1.09M 0.02% -83 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,496 shares; 2025Q1: 1,657 shares; 2025Q2: 1,908 shares; 2025Q3: 1,710 shares 1,710 $1.08M 0.02% -198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 22,775 shares; 2025Q1: 7,804 shares; 2025Q2: 5,625 shares; 2025Q3: 5,679 shares 5,679 $1.08M 0.02% +54 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,711 shares; 2024Q4: 21,636 shares; 2025Q1: 23,196 shares; 2025Q2: 21,730 shares; 2025Q3: 21,921 shares 21,921 $1.08M 0.02% +191 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 13,492 shares; 2025Q1: 11,586 shares; 2025Q2: 10,123 shares; 2025Q3: 10,713 shares 10,713 $1.07M 0.02% +590 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,793 shares; 2024Q4: 21,552 shares; 2025Q1: 23,787 shares; 2025Q2: 23,904 shares; 2025Q3: 22,905 shares 22,905 $1.07M 0.02% -999 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,303 shares; 2024Q4: 40,656 shares; 2025Q1: 42,652 shares; 2025Q2: 47,737 shares; 2025Q3: 53,055 shares 53,055 $1.07M 0.02% +5,318 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,179 shares; 2024Q4: 24,696 shares; 2025Q1: 28,518 shares; 2025Q2: 49,467 shares; 2025Q3: 54,596 shares 54,596 $1.07M 0.02% +5,129 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,899 shares; 2025Q1: 27,908 shares; 2025Q2: 28,092 shares; 2025Q3: 17,027 shares 17,027 $1.07M 0.02% -11,065 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,622 shares; 2024Q4: 39,385 shares; 2025Q1: 52,975 shares; 2025Q2: 52,477 shares; 2025Q3: 58,248 shares 58,248 $1.07M 0.02% +5,771 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,128 shares; 2024Q4: 54,836 shares; 2025Q1: 50,640 shares; 2025Q2: 51,992 shares; 2025Q3: 52,218 shares 52,218 $1.07M 0.02% +226 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 43,579 shares; 2025Q1: 29,998 shares; 2025Q2: 26,588 shares; 2025Q3: 42,847 shares 42,847 $1.06M 0.02% +16,259 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,425 shares; 2024Q4: 30,818 shares; 2025Q1: 30,214 shares; 2025Q2: 30,143 shares; 2025Q3: 29,593 shares 29,593 $1.05M 0.02% -550 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,038 shares; 2025Q1: 5,779 shares; 2025Q2: 6,097 shares; 2025Q3: 6,001 shares 6,001 $1.05M 0.02% -96 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,579 shares; 2025Q3: 6,447 shares 6,447 $1.05M 0.02% -132 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,072 shares; 2024Q4: 92,270 shares; 2025Q1: 107,466 shares; 2025Q2: 104,186 shares; 2025Q3: 105,086 shares 105,086 $1.05M 0.02% +900 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,979 shares; 2024Q4: 14,979 shares; 2025Q1: 14,979 shares; 2025Q2: 32,808 shares; 2025Q3: 32,461 shares 32,461 $1.04M 0.02% -347 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,609 shares; 2024Q4: 35,079 shares; 2025Q1: 63,799 shares; 2025Q2: 53,211 shares; 2025Q3: 45,448 shares 45,448 $1.04M 0.02% -7,763 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 6,360 shares; 2025Q1: 7,703 shares; 2025Q2: 5,340 shares; 2025Q3: 5,033 shares 5,033 $1.04M 0.02% -307 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,755 shares; 2025Q1: 10,966 shares; 2025Q2: 6,706 shares; 2025Q3: 6,499 shares 6,499 $1.04M 0.02% -207 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 21,208 shares; 2025Q1: 27,508 shares; 2025Q2: 27,549 shares; 2025Q3: 21,872 shares 21,872 $1.03M 0.02% -5,677 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 10,465 shares; 2025Q1: 10,323 shares; 2025Q2: 10,378 shares; 2025Q3: 10,446 shares 10,446 $1.03M 0.02% +68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 28,143 shares; 2025Q1: 26,595 shares; 2025Q2: 26,773 shares; 2025Q3: 26,609 shares 26,609 $1.03M 0.02% -164 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 21,098 shares; 2025Q1: 16,694 shares; 2025Q2: 20,245 shares; 2025Q3: 22,667 shares 22,667 $1.03M 0.02% +2,422 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 5,965 shares; 2025Q1: 6,447 shares; 2025Q2: 6,076 shares; 2025Q3: 6,150 shares 6,150 $1.02M 0.01% +74 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,812 shares; 2024Q4: 52,281 shares; 2025Q1: 48,824 shares; 2025Q2: 49,807 shares; 2025Q3: 62,883 shares 62,883 $1.02M 0.01% +13,076 Timeline RSSE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,390 shares; 2025Q2: 47,259 shares; 2025Q3: 48,101 shares 48,101 $1.02M 0.01% +842 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,756 shares; 2024Q4: 19,241 shares; 2025Q1: 17,409 shares; 2025Q2: 17,136 shares; 2025Q3: 16,814 shares 16,814 $1.02M 0.01% -322 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 61,779 shares; 2025Q1: 109,860 shares; 2025Q2: 109,302 shares; 2025Q3: 66,173 shares 66,173 $1.02M 0.01% -43,129 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,627 shares; 2024Q4: 13,398 shares; 2025Q1: 12,256 shares; 2025Q2: 12,588 shares; 2025Q3: 12,680 shares 12,680 $1.02M 0.01% +92 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,430 shares; 2024Q4: 66,200 shares; 2025Q1: 64,491 shares; 2025Q2: 64,723 shares; 2025Q3: 47,188 shares 47,188 $1.02M 0.01% -17,535 Timeline RSMR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,765 shares; 2025Q2: 46,395 shares; 2025Q3: 47,006 shares 47,006 $1.01M 0.01% +611 Timeline TEXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,823 shares; 2025Q3: 36,361 shares 36,361 $1.01M 0.01% +7,538 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,898 shares; 2024Q4: 10,675 shares; 2025Q1: 10,992 shares; 2025Q2: 10,209 shares; 2025Q3: 10,806 shares 10,806 $1.01M 0.01% +597 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,467 shares; 2025Q1: 6,922 shares; 2025Q2: 7,219 shares; 2025Q3: 7,911 shares 7,911 $1M 0.01% +692 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,839 shares; 2025Q3: 40,542 shares 40,542 $1M 0.01% +2,703 Timeline JMOM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,873 shares; 2025Q2: 15,124 shares; 2025Q3: 14,610 shares 14,610 $992K 0.01% -514 Timeline PSCW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,224 shares; 2025Q3: 36,225 shares 36,225 $992K 0.01% -68,999 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,720 shares; 2024Q4: 72,849 shares; 2025Q1: 68,824 shares; 2025Q2: 63,151 shares; 2025Q3: 84,744 shares 84,744 $991K 0.01% +21,593 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,062 shares; 2025Q1: 22,736 shares; 2025Q2: 22,651 shares; 2025Q3: 22,427 shares 22,427 $989K 0.01% -224 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 13,210 shares; 2025Q1: 12,982 shares; 2025Q2: 12,085 shares; 2025Q3: 11,882 shares 11,882 $987K 0.01% -203 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,408 shares; 2025Q1: 2,352 shares; 2025Q2: 1,852 shares; 2025Q3: 7,046 shares 7,046 $985K 0.01% +5,194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,117 shares; 2025Q3: 15,179 shares 15,179 $985K 0.01% +11,062 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,361 shares; 2024Q4: 79,066 shares; 2025Q1: 77,425 shares; 2025Q2: 70,982 shares; 2025Q3: 89,035 shares 89,035 $984K 0.01% +18,053 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 16,560 shares; 2025Q1: 14,017 shares; 2025Q2: 16,779 shares; 2025Q3: 16,529 shares 16,529 $982K 0.01% -250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,943 shares; 2024Q4: 27,885 shares; 2025Q1: 29,596 shares; 2025Q2: 40,154 shares; 2025Q3: 37,684 shares 37,684 $981K 0.01% -2,470 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,245 shares; 2025Q1: 64,226 shares; 2025Q2: 25,026 shares; 2025Q3: 25,248 shares 25,248 $974K 0.01% +222 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,556 shares; 2025Q3: 11,418 shares 11,418 $971K 0.01% +1,862 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,430 shares; 2025Q3: 7,670 shares 7,670 $967K 0.01% -3,760 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 23,094 shares; 2025Q1: 17,831 shares; 2025Q2: 18,241 shares; 2025Q3: 19,543 shares 19,543 $967K 0.01% +1,302 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,466 shares; 2025Q1: 10,239 shares; 2025Q2: 11,285 shares; 2025Q3: 12,993 shares 12,993 $966K 0.01% +1,708 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,653 shares; 2025Q3: 13,094 shares 13,094 $960K 0.01% +1,441 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,169 shares; 2024Q4: 7,563 shares; 2025Q1: 8,223 shares; 2025Q2: 5,492 shares; 2025Q3: 6,103 shares 6,103 $958K 0.01% +611 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,916 shares; 2025Q3: 10,505 shares 10,505 $956K 0.01% +1,589 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,681 shares; 2025Q1: 5,077 shares; 2025Q2: 5,104 shares; 2025Q3: 5,079 shares 5,079 $954K 0.01% -25 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,843 shares; 2025Q3: 27,843 shares 27,843 $952K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,272 shares; 2024Q4: 34,470 shares; 2025Q1: 75,258 shares; 2025Q2: 19,034 shares; 2025Q3: 36,192 shares 36,192 $951K 0.01% +17,158 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,015 shares; 2024Q4: 29,147 shares; 2025Q1: 29,876 shares; 2025Q2: 6,262 shares; 2025Q3: 6,519 shares 6,519 $951K 0.01% +257 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 12,319 shares; 2025Q1: 11,775 shares; 2025Q2: 12,120 shares; 2025Q3: 11,776 shares 11,776 $950K 0.01% -344 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 11,710 shares; 2025Q1: 9,051 shares; 2025Q2: 10,098 shares; 2025Q3: 10,713 shares 10,713 $950K 0.01% +615 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,785 shares; 2024Q4: 13,276 shares; 2025Q1: 10,887 shares; 2025Q2: 10,899 shares; 2025Q3: 10,139 shares 10,139 $949K 0.01% -760 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,730 shares; 2024Q4: 26,497 shares; 2025Q1: 26,597 shares; 2025Q2: 24,930 shares; 2025Q3: 25,834 shares 25,834 $948K 0.01% +904 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,185 shares; 2024Q4: 103,434 shares; 2025Q1: 150,478 shares; 2025Q2: 169,761 shares; 2025Q3: 186,879 shares 186,879 $947K 0.01% +17,118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,772 shares; 2024Q4: 213,103 shares; 2025Q1: 93,486 shares; 2025Q2: 52,135 shares; 2025Q3: 51,923 shares 51,923 $947K 0.01% -212 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 10,937 shares; 2025Q1: 9,650 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares 23,000 $946K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,166 shares; 2024Q4: 27,429 shares; 2025Q1: 24,563 shares; 2025Q2: 12,355 shares; 2025Q3: 12,159 shares 12,159 $946K 0.01% -196 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,731 shares; 2025Q1: 11,769 shares; 2025Q2: 12,444 shares; 2025Q3: 13,268 shares 13,268 $944K 0.01% +824 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 4,220 shares; 2025Q1: 5,242 shares; 2025Q2: 24,299 shares; 2025Q3: 24,814 shares 24,814 $943K 0.01% +515 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,433 shares; 2025Q3: 14,531 shares 14,531 $940K 0.01% +7,098 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,691 shares; 2024Q4: 15,025 shares; 2025Q1: 18,773 shares; 2025Q2: 25,215 shares; 2025Q3: 25,782 shares 25,782 $939K 0.01% +567 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,744 shares 18,744 $937K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,460 shares; 2025Q1: 4,462 shares; 2025Q2: 4,472 shares; 2025Q3: 4,603 shares 4,603 $934K 0.01% +131 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 482 shares; 2025Q1: 478 shares; 2025Q2: 1,854 shares; 2025Q3: 2,070 shares 2,070 $927K 0.01% +216 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,617 shares; 2024Q4: 38,017 shares; 2025Q1: 32,854 shares; 2025Q2: 21,747 shares; 2025Q3: 21,507 shares 21,507 $924K 0.01% -240 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,314 shares; 2025Q1: 1,829 shares; 2025Q2: 3,547 shares; 2025Q3: 3,848 shares 3,848 $917K 0.01% +301 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,325 shares; 2025Q1: 1,802 shares; 2025Q2: 3,117 shares; 2025Q3: 2,695 shares 2,695 $915K 0.01% -422 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,276 shares; 2024Q4: 50,825 shares; 2025Q1: 53,285 shares; 2025Q2: 33,850 shares; 2025Q3: 34,648 shares 34,648 $915K 0.01% +798 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,539 shares; 2025Q1: 27,181 shares; 2025Q2: 27,294 shares; 2025Q3: 27,431 shares 27,431 $915K 0.01% +137 Timeline JHCR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,965 shares; 2025Q3: 35,733 shares 35,733 $911K 0.01% +26,768 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,135 shares; 2025Q3: 34,502 shares 34,502 $909K 0.01% +6,367 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 3,051 shares; 2025Q1: 3,313 shares; 2025Q2: 2,880 shares; 2025Q3: 2,851 shares 2,851 $906K 0.01% -29 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 4,820 shares; 2025Q1: 4,952 shares; 2025Q2: 5,707 shares; 2025Q3: 5,932 shares 5,932 $904K 0.01% +225 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,943 shares; 2025Q1: 4,939 shares; 2025Q2: 6,683 shares; 2025Q3: 7,038 shares 7,038 $903K 0.01% +355 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,609 shares; 2024Q4: 49,407 shares; 2025Q1: 102,008 shares; 2025Q2: 110,103 shares; 2025Q3: 59,844 shares 59,844 $902K 0.01% -50,259 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,900 shares; 2025Q1: 55,602 shares; 2025Q2: 95,227 shares; 2025Q3: 58,256 shares 58,256 $902K 0.01% -36,971 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares; 2025Q3: 36,373 shares 36,373 $901K 0.01% +24,377 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,334 shares; 2025Q3: 52,366 shares 52,366 $900K 0.01% +1,032 Timeline RIGEL PHARMACEUTICALS INC RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,721 shares 31,721 $899K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,505 shares; 2024Q4: 125,336 shares; 2025Q1: 123,289 shares; 2025Q2: 108,730 shares; 2025Q3: 109,470 shares 109,470 $898K 0.01% +740 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,376 shares; 2025Q1: 33,704 shares; 2025Q2: 35,242 shares; 2025Q3: 35,242 shares 35,242 $896K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 10,057 shares; 2025Q1: 9,961 shares; 2025Q2: 13,470 shares; 2025Q3: 13,820 shares 13,820 $896K 0.01% +350 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,316 shares; 2024Q4: 70,934 shares; 2025Q1: 74,981 shares; 2025Q2: 16,620 shares; 2025Q3: 15,254 shares 15,254 $896K 0.01% -1,366 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,196 shares 4,196 $893K 0.01% new Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,126 shares; 2025Q1: 25,812 shares; 2025Q2: 33,517 shares; 2025Q3: 33,667 shares 33,667 $891K 0.01% +150 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 1,910 shares; 2025Q1: 781 shares; 2025Q2: 840 shares; 2025Q3: 967 shares 967 $890K 0.01% +127 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,574 shares; 2024Q4: 19,815 shares; 2025Q1: 30,059 shares; 2025Q2: 27,553 shares; 2025Q3: 35,905 shares 35,905 $888K 0.01% +8,352 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 8,980 shares; 2025Q1: 17,490 shares; 2025Q2: 23,126 shares; 2025Q3: 24,735 shares 24,735 $888K 0.01% +1,609 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,581 shares; 2024Q4: 92,388 shares; 2025Q1: 96,903 shares; 2025Q2: 105,501 shares; 2025Q3: 108,585 shares 108,585 $888K 0.01% +3,084 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: 34,729 shares; 2025Q1: 32,154 shares; 2025Q2: 32,294 shares; 2025Q3: 32,948 shares 32,948 $888K 0.01% +654 Timeline PPA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,057 shares; 2025Q1: 6,280 shares; 2025Q2: 5,826 shares; 2025Q3: 5,700 shares 5,700 $886K 0.01% -126 Timeline TAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,282 shares 20,282 $885K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,076 shares; 2025Q1: 3,555 shares; 2025Q2: 3,114 shares; 2025Q3: 3,591 shares 3,591 $884K 0.01% +477 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,059 shares; 2024Q4: 32,708 shares; 2025Q1: 12,291 shares; 2025Q2: 13,306 shares; 2025Q3: 13,209 shares 13,209 $883K 0.01% -97 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 14,972 shares; 2025Q1: 9,168 shares; 2025Q2: 8,947 shares; 2025Q3: 8,762 shares 8,762 $883K 0.01% -185 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,629 shares; 2025Q1: 10,362 shares; 2025Q2: 16,764 shares; 2025Q3: 17,403 shares 17,403 $881K 0.01% +639 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,754 shares; 2024Q4: 14,653 shares; 2025Q1: 14,690 shares; 2025Q2: 14,727 shares; 2025Q3: 13,967 shares 13,967 $881K 0.01% -760 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,758 shares 25,758 $880K 0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 26,125 shares; 2025Q1: 26,572 shares; 2025Q2: 33,222 shares; 2025Q3: 34,376 shares 34,376 $879K 0.01% +1,154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 11,819 shares; 2025Q1: 16,041 shares; 2025Q2: 15,339 shares; 2025Q3: 15,299 shares 15,299 $875K 0.01% -40 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,722 shares; 2025Q1: 4,881 shares; 2025Q2: 8,760 shares; 2025Q3: 7,209 shares 7,209 $874K 0.01% -1,551 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,651 shares; 2025Q2: 36,637 shares; 2025Q3: 36,637 shares 36,637 $874K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,061 shares; 2024Q4: 51,315 shares; 2025Q1: 38,197 shares; 2025Q2: 35,407 shares; 2025Q3: 44,690 shares 44,690 $873K 0.01% +9,283 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,845 shares; 2025Q1: 13,056 shares; 2025Q2: 21,368 shares; 2025Q3: 21,995 shares 21,995 $871K 0.01% +627 Timeline JMST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,215 shares; 2025Q1: 8,057 shares; 2025Q2: 8,784 shares; 2025Q3: 17,051 shares 17,051 $870K 0.01% +8,267 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,384 shares; 2024Q4: 19,990 shares; 2025Q1: 20,660 shares; 2025Q2: 21,516 shares; 2025Q3: 21,814 shares 21,814 $868K 0.01% +298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,793 shares; 2025Q1: 30,026 shares; 2025Q2: 28,744 shares; 2025Q3: 31,164 shares 31,164 $864K 0.01% +2,420 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 10,894 shares; 2025Q1: 13,271 shares; 2025Q2: 10,732 shares; 2025Q3: 11,308 shares 11,308 $861K 0.01% +576 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,000 shares; 2025Q1: 31,000 shares; 2025Q2: 37,000 shares; 2025Q3: 41,000 shares 41,000 $861K 0.01% +4,000 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,088 shares; 2025Q2: 10,796 shares; 2025Q3: 10,801 shares 10,801 $858K 0.01% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,374 shares; 2025Q3: 21,874 shares 21,874 $857K 0.01% +500 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,636 shares; 2024Q4: 27,166 shares; 2025Q1: 21,884 shares; 2025Q2: 19,483 shares; 2025Q3: 19,483 shares 19,483 $856K 0.01% 0 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,622 shares; 2025Q3: 49,444 shares 49,444 $854K 0.01% +2,822 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,489 shares; 2024Q4: 179,296 shares; 2025Q1: 52,843 shares; 2025Q2: 69,977 shares; 2025Q3: 27,433 shares 27,433 $852K 0.01% -42,544 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,700 shares; 2025Q1: 4,161 shares; 2025Q2: 4,535 shares; 2025Q3: 5,240 shares 5,240 $851K 0.01% +705 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,873 shares; 2024Q4: 87,555 shares; 2025Q1: 66,637 shares; 2025Q2: 11,340 shares; 2025Q3: 11,981 shares 11,981 $850K 0.01% +641 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,405 shares; 2024Q4: 16,405 shares; 2025Q1: 16,050 shares; 2025Q2: 16,050 shares; 2025Q3: 15,955 shares 15,955 $846K 0.01% -95 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 9,275 shares; 2025Q1: 9,227 shares; 2025Q2: 10,435 shares; 2025Q3: 10,591 shares 10,591 $844K 0.01% +156 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 23,636 shares; 2025Q1: 27,353 shares; 2025Q2: 32,439 shares; 2025Q3: 34,548 shares 34,548 $841K 0.01% +2,109 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 4,517 shares; 2025Q1: 4,380 shares; 2025Q2: 4,395 shares; 2025Q3: 23,108 shares 23,108 $840K 0.01% +18,713 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 2,835 shares; 2025Q1: 3,496 shares; 2025Q2: 2,449 shares; 2025Q3: 1,999 shares 1,999 $838K 0.01% -450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,788 shares; 2024Q4: 39,727 shares; 2025Q1: 39,839 shares; 2025Q2: 15,950 shares; 2025Q3: 14,752 shares 14,752 $837K 0.01% -1,198 Timeline TDIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 4,550 shares; 2025Q1: 5,854 shares; 2025Q2: 6,480 shares; 2025Q3: 8,479 shares 8,479 $836K 0.01% +1,999 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 8,347 shares; 2025Q1: 8,330 shares; 2025Q2: 8,017 shares; 2025Q3: 8,351 shares 8,351 $836K 0.01% +334 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,840 shares; 2024Q4: 39,567 shares; 2025Q1: 32,780 shares; 2025Q2: 33,324 shares; 2025Q3: 33,782 shares 33,782 $834K 0.01% +458 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,100 shares; 2025Q3: 37,181 shares 37,181 $834K 0.01% +3,081 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,204 shares; 2025Q1: 89,302 shares; 2025Q2: 102,626 shares; 2025Q3: 100,929 shares 100,929 $826K 0.01% -1,697 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 10,406 shares; 2025Q1: 9,874 shares; 2025Q2: 13,292 shares; 2025Q3: 24,440 shares 24,440 $823K 0.01% +11,148 Timeline PHO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 7,171 shares; 2025Q1: 8,232 shares; 2025Q2: 10,554 shares; 2025Q3: 11,368 shares 11,368 $820K 0.01% +814 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,916 shares; 2025Q3: 24,221 shares 24,221 $819K 0.01% -30,695 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,038 shares; 2025Q3: 17,989 shares 17,989 $817K 0.01% +1,951 Timeline AVGE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,837 shares; 2024Q4: 24,357 shares; 2025Q1: 10,882 shares; 2025Q2: 9,777 shares; 2025Q3: 9,777 shares 9,777 $816K 0.01% 0 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,699 shares; 2024Q4: 32,340 shares; 2025Q1: 37,855 shares; 2025Q2: 17,338 shares; 2025Q3: 15,969 shares 15,969 $815K 0.01% -1,369 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 5,875 shares; 2025Q1: 6,357 shares; 2025Q2: 5,582 shares; 2025Q3: 6,448 shares 6,448 $812K 0.01% +866 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,973 shares; 2025Q2: not reported; 2025Q3: 65,626 shares 65,626 $809K 0.01% new Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,117 shares; 2025Q1: 21,851 shares; 2025Q2: 25,248 shares; 2025Q3: 24,544 shares 24,544 $808K 0.01% -704 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 4,024 shares; 2025Q1: 2,927 shares; 2025Q2: 2,806 shares; 2025Q3: 6,277 shares 6,277 $806K 0.01% +3,471 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,043 shares; 2025Q1: 64,976 shares; 2025Q2: 73,043 shares; 2025Q3: 71,710 shares 71,710 $805K 0.01% -1,333 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,901 shares; 2024Q4: 17,081 shares; 2025Q1: 18,942 shares; 2025Q2: 25,439 shares; 2025Q3: 25,194 shares 25,194 $802K 0.01% -245 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 11,357 shares; 2025Q1: 14,464 shares; 2025Q2: 17,414 shares; 2025Q3: 22,758 shares 22,758 $801K 0.01% +5,344 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 8,972 shares; 2025Q1: 8,852 shares; 2025Q2: 8,789 shares; 2025Q3: 8,778 shares 8,778 $801K 0.01% -11 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,573 shares; 2025Q1: 2,828 shares; 2025Q2: 3,531 shares; 2025Q3: 3,400 shares 3,400 $799K 0.01% -131 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,692 shares; 2025Q2: 11,955 shares; 2025Q3: 17,115 shares 17,115 $798K 0.01% +5,160 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,756 shares; 2024Q4: 31,698 shares; 2025Q1: 33,432 shares; 2025Q2: 17,188 shares; 2025Q3: 17,405 shares 17,405 $798K 0.01% +217 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,855 shares; 2025Q1: 12,664 shares; 2025Q2: 21,494 shares; 2025Q3: 22,383 shares 22,383 $795K 0.01% +889 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 6,621 shares; 2025Q1: 8,181 shares; 2025Q2: 8,756 shares; 2025Q3: 8,900 shares 8,900 $789K 0.01% +144 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,560 shares; 2025Q1: 14,560 shares; 2025Q2: 14,560 shares; 2025Q3: 29,732 shares 29,732 $788K 0.01% +15,172 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 23,303 shares; 2025Q1: 26,057 shares; 2025Q2: 30,243 shares; 2025Q3: 32,389 shares 32,389 $787K 0.01% +2,146 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,397 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 15,300 shares 15,300 $785K 0.01% -1,900 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,249 shares; 2025Q1: 4,529 shares; 2025Q2: 1,768 shares; 2025Q3: 2,080 shares 2,080 $785K 0.01% +312 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,177 shares; 2025Q1: 44,921 shares; 2025Q2: 59,900 shares; 2025Q3: 30,567 shares 30,567 $783K 0.01% -29,333 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,044 shares; 2024Q4: 17,364 shares; 2025Q1: 17,813 shares; 2025Q2: 17,813 shares; 2025Q3: 17,813 shares 17,813 $782K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,880 shares; 2025Q1: 13,885 shares; 2025Q2: 10,129 shares; 2025Q3: 16,765 shares 16,765 $777K 0.01% +6,636 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 26,889 shares; 2025Q1: 24,854 shares; 2025Q2: 25,183 shares; 2025Q3: 25,183 shares 25,183 $776K 0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 7,859 shares; 2025Q1: 8,335 shares; 2025Q2: 5,509 shares; 2025Q3: 5,493 shares 5,493 $773K 0.01% -16 Timeline ARQQ ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,603 shares; 2025Q3: 19,944 shares 19,944 $773K 0.01% -1,659 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 5,417 shares; 2025Q1: 6,372 shares; 2025Q2: 9,120 shares; 2025Q3: 8,022 shares 8,022 $771K 0.01% -1,098 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,286 shares; 2024Q4: 19,688 shares; 2025Q1: 29,016 shares; 2025Q2: 25,340 shares; 2025Q3: 21,756 shares 21,756 $771K 0.01% -3,584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,226 shares; 2025Q1: 10,980 shares; 2025Q2: 11,745 shares; 2025Q3: 11,399 shares 11,399 $770K 0.01% -346 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,739 shares; 2025Q1: 10,245 shares; 2025Q2: 7,601 shares; 2025Q3: 8,364 shares 8,364 $764K 0.01% +763 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,174 shares; 2024Q4: 29,382 shares; 2025Q1: 36,013 shares; 2025Q2: 40,173 shares; 2025Q3: 39,857 shares 39,857 $763K 0.01% -316 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,328 shares; 2024Q4: 83,450 shares; 2025Q1: 84,032 shares; 2025Q2: 82,327 shares; 2025Q3: 84,555 shares 84,555 $760K 0.01% +2,228 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,316 shares; 2025Q3: 34,961 shares 34,961 $759K 0.01% +15,645 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,955 shares; 2025Q3: 23,164 shares 23,164 $759K 0.01% +9,209 Timeline