STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,442 shares; 2024Q4: 98,953 shares; 2025Q1: 117,082 shares; 2025Q2: 10,427 shares; 2025Q3: 10,906 shares 10,906 $2.57M 0.02% +479 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: 195,347 shares; 2024Q4: 176,874 shares; 2025Q1: 172,986 shares; 2025Q2: 128,134 shares; 2025Q3: 126,699 shares 126,699 $2.56M 0.02% -1,435 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: 9,918 shares; 2024Q4: 14,861 shares; 2025Q1: 14,166 shares; 2025Q2: 13,998 shares; 2025Q3: 14,472 shares 14,472 $2.56M 0.02% +474 Timeline EEM 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: 5,012 shares; 2024Q4: 828 shares; 2025Q1: 316 shares; 2025Q2: 70,721 shares; 2025Q3: 47,873 shares 47,873 $2.56M 0.02% -22,848 Timeline XLF 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: 34,176 shares; 2024Q4: 256,645 shares; 2025Q1: 197,643 shares; 2025Q2: 42,035 shares; 2025Q3: 46,708 shares 46,708 $2.52M 0.02% +4,673 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,701 shares; 2024Q4: 136,619 shares; 2025Q1: 140,517 shares; 2025Q2: 148,673 shares; 2025Q3: 143,652 shares 143,652 $2.51M 0.02% -5,021 Timeline NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,515 shares; 2024Q4: 101,015 shares; 2025Q1: 90,957 shares; 2025Q2: 87,089 shares; 2025Q3: 76,200 shares 76,200 $2.5M 0.02% -10,889 JCPI 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: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 51,222 shares 51,222 $2.5M 0.02% +50,937 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 232,045 shares; 2025Q1: 463,914 shares; 2025Q2: 67,394 shares; 2025Q3: 93,958 shares 93,958 $2.47M 0.02% +26,564 Timeline LQD 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: 19,524 shares; 2024Q4: 22,509 shares; 2025Q1: 5,023 shares; 2025Q2: 6,073 shares; 2025Q3: 22,164 shares 22,164 $2.47M 0.02% +16,091 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,138 shares; 2025Q1: 223,554 shares; 2025Q2: 229,455 shares; 2025Q3: 121,079 shares 121,079 $2.46M 0.02% -108,376 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 12,174 shares; 2025Q1: 12,406 shares; 2025Q2: 11,700 shares; 2025Q3: 12,397 shares 12,397 $2.46M 0.02% +697 Timeline ZJUL 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: 92,514 shares; 2024Q4: 12,317 shares; 2025Q1: 2,137 shares; 2025Q2: 90,282 shares; 2025Q3: 85,030 shares 85,030 $2.44M 0.02% -5,252 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: 24,348 shares; 2024Q4: 25,110 shares; 2025Q1: 25,742 shares; 2025Q2: 25,890 shares; 2025Q3: 31,193 shares 31,193 $2.44M 0.02% +5,303 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION 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: 21,825 shares; 2025Q2: 23,231 shares; 2025Q3: 24,419 shares 24,419 $2.43M 0.02% +1,188 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 17,743 shares; 2025Q1: 17,348 shares; 2025Q2: 19,414 shares; 2025Q3: 22,236 shares 22,236 $2.42M 0.02% +2,822 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,038 shares; 2024Q4: 58,780 shares; 2025Q1: 58,570 shares; 2025Q2: 47,607 shares; 2025Q3: 47,724 shares 47,724 $2.41M 0.02% +117 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 2,540 shares; 2025Q1: 4,162 shares; 2025Q2: 5,060 shares; 2025Q3: 8,752 shares 8,752 $2.41M 0.02% +3,692 Timeline JANT 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: 22,807 shares; 2024Q4: 1,849,557 shares; 2025Q1: 1,847,290 shares; 2025Q2: 1,824,169 shares; 2025Q3: 60,338 shares 60,338 $2.4M 0.02% -1,763,831 Timeline FRI 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: 75,129 shares; 2024Q4: 75,921 shares; 2025Q1: 78,192 shares; 2025Q2: 84,299 shares; 2025Q3: 85,305 shares 85,305 $2.4M 0.02% +1,006 Timeline HYG 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: 27,325 shares; 2024Q4: 5,179 shares; 2025Q1: 12,119 shares; 2025Q2: 6,827 shares; 2025Q3: 29,367 shares 29,367 $2.38M 0.02% +22,540 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 2,792 shares; 2025Q1: 3,127 shares; 2025Q2: 3,997 shares; 2025Q3: 9,128 shares 9,128 $2.38M 0.02% +5,131 Timeline ILCG 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: 17,977 shares; 2024Q4: 16,380 shares; 2025Q1: 2,044 shares; 2025Q2: 61,416 shares; 2025Q3: 22,585 shares 22,585 $2.36M 0.02% -38,831 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,319 shares; 2024Q4: 255,786 shares; 2025Q1: 228,291 shares; 2025Q2: 23,525 shares; 2025Q3: 25,249 shares 25,249 $2.35M 0.01% +1,724 Timeline IYM 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: 15,450 shares; 2024Q4: 714 shares; 2025Q1: 14,412 shares; 2025Q2: 15,740 shares; 2025Q3: 15,805 shares 15,805 $2.34M 0.01% +65 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,674 shares; 2024Q4: 37,608 shares; 2025Q1: 31,570 shares; 2025Q2: 28,641 shares; 2025Q3: 27,646 shares 27,646 $2.33M 0.01% -995 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,085 shares; 2025Q1: 6,635 shares; 2025Q2: 4,818 shares; 2025Q3: 4,669 shares 4,669 $2.33M 0.01% -149 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,271 shares; 2024Q4: 42,437 shares; 2025Q1: 43,633 shares; 2025Q2: 61,433 shares; 2025Q3: 71,703 shares 71,703 $2.32M 0.01% +10,270 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,290 shares; 2024Q4: 33,635 shares; 2025Q1: 36,868 shares; 2025Q2: 37,012 shares; 2025Q3: 51,309 shares 51,309 $2.31M 0.01% +14,297 Timeline IWD 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: 9,118 shares; 2024Q4: 9,174 shares; 2025Q1: 10,122 shares; 2025Q2: 10,843 shares; 2025Q3: 11,328 shares 11,328 $2.31M 0.01% +485 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,516 shares; 2024Q4: 12,109 shares; 2025Q1: 15,025 shares; 2025Q2: 13,956 shares; 2025Q3: 23,011 shares 23,011 $2.3M 0.01% +9,055 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: 11,416 shares; 2024Q4: 19,499 shares; 2025Q1: 19,459 shares; 2025Q2: 20,600 shares; 2025Q3: 22,835 shares 22,835 $2.29M 0.01% +2,235 Timeline IBHF 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: 30,854 shares; 2024Q4: 31,021 shares; 2025Q1: 32,501 shares; 2025Q2: 33,020 shares; 2025Q3: 97,378 shares 97,378 $2.28M 0.01% +64,358 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,126 shares; 2024Q4: 85,112 shares; 2025Q1: 94,499 shares; 2025Q2: 94,933 shares; 2025Q3: 91,998 shares 91,998 $2.27M 0.01% -2,935 Timeline VONG 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: 42,692 shares; 2024Q4: 42,370 shares; 2025Q1: 22,256 shares; 2025Q2: 14,820 shares; 2025Q3: 18,798 shares 18,798 $2.27M 0.01% +3,978 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: 1,074 shares; 2024Q4: 1,780 shares; 2025Q1: 2,225 shares; 2025Q2: 2,633 shares; 2025Q3: 4,004 shares 4,004 $2.25M 0.01% +1,371 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: 31,252 shares; 2024Q4: 32,392 shares; 2025Q1: 113,727 shares; 2025Q2: 30,356 shares; 2025Q3: 30,421 shares 30,421 $2.24M 0.01% +65 Timeline PSTP 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: 7,897 shares; 2025Q3: 64,246 shares 64,246 $2.23M 0.01% +56,349 Timeline BSMU 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: 77,779 shares; 2024Q4: 82,174 shares; 2025Q1: 90,200 shares; 2025Q2: 97,290 shares; 2025Q3: 101,704 shares 101,704 $2.23M 0.01% +4,414 Timeline FIXD 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: 166,904 shares; 2024Q4: 88,215 shares; 2025Q1: 61,160 shares; 2025Q2: 50,228 shares; 2025Q3: 49,937 shares 49,937 $2.22M 0.01% -291 Timeline DGRO 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: 116,335 shares; 2024Q4: 60,774 shares; 2025Q1: 48,144 shares; 2025Q2: 33,047 shares; 2025Q3: 32,349 shares 32,349 $2.2M 0.01% -698 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 5,101 shares; 2025Q1: 4,868 shares; 2025Q2: 5,531 shares; 2025Q3: 6,410 shares 6,410 $2.19M 0.01% +879 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: 4,980 shares; 2024Q4: 5,420 shares; 2025Q1: 4,929 shares; 2025Q2: 8,551 shares; 2025Q3: 13,719 shares 13,719 $2.19M 0.01% +5,168 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,922 shares; 2024Q4: 635,659 shares; 2025Q1: 650,888 shares; 2025Q2: 95,682 shares; 2025Q3: 94,113 shares 94,113 $2.18M 0.01% -1,569 Timeline EUHY 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: 32,043 shares; 2024Q4: 33,657 shares; 2025Q1: 30,043 shares; 2025Q2: 34,013 shares; 2025Q3: 38,885 shares 38,885 $2.16M 0.01% +4,872 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 13,215 shares; 2025Q1: 17,361 shares; 2025Q2: 17,026 shares; 2025Q3: 22,238 shares 22,238 $2.15M 0.01% +5,212 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: 1,792 shares; 2024Q4: 1,811 shares; 2025Q1: 1,630 shares; 2025Q2: 2,456 shares; 2025Q3: 3,526 shares 3,526 $2.15M 0.01% +1,070 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: 13,969 shares; 2024Q4: 12,420 shares; 2025Q1: 12,617 shares; 2025Q2: 5,548 shares; 2025Q3: 5,023 shares 5,023 $2.14M 0.01% -525 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,307 shares; 2025Q1: 18,846 shares; 2025Q2: 20,795 shares; 2025Q3: 21,041 shares 21,041 $2.13M 0.01% +246 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: 1,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,060 shares; 2025Q3: 16,870 shares 16,870 $2.13M 0.01% +7,810 Timeline VNQ 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: 31,514 shares; 2024Q4: 22,009 shares; 2025Q1: 22,447 shares; 2025Q2: 21,421 shares; 2025Q3: 23,250 shares 23,250 $2.13M 0.01% +1,829 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,657 shares; 2024Q4: 17,107 shares; 2025Q1: 16,418 shares; 2025Q2: 24,701 shares; 2025Q3: 31,574 shares 31,574 $2.12M 0.01% +6,873 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: 18,584 shares; 2024Q4: 19,698 shares; 2025Q1: 18,808 shares; 2025Q2: 24,336 shares; 2025Q3: 26,175 shares 26,175 $2.11M 0.01% +1,839 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: 7,074 shares; 2024Q4: 6,988 shares; 2025Q1: 6,852 shares; 2025Q2: 6,910 shares; 2025Q3: 6,787 shares 6,787 $2.1M 0.01% -123 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: 44,236 shares; 2024Q4: 44,455 shares; 2025Q1: 56,506 shares; 2025Q2: 43,321 shares; 2025Q3: 45,718 shares 45,718 $2.09M 0.01% +2,397 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 2,826 shares; 2025Q2: 4,090 shares; 2025Q3: 8,325 shares 8,325 $2.08M 0.01% +4,235 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,688 shares; 2024Q4: 113,744 shares; 2025Q1: 22,091 shares; 2025Q2: 24,121 shares; 2025Q3: 26,101 shares 26,101 $2.05M 0.01% +1,980 Timeline XTWY 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: 6,522 shares; 2025Q1: 36,816 shares; 2025Q2: 36,255 shares; 2025Q3: 52,411 shares 52,411 $2.05M 0.01% +16,156 Timeline IWB 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: 3,505 shares; 2024Q4: 3,293 shares; 2025Q1: 4,781 shares; 2025Q2: 4,801 shares; 2025Q3: 5,580 shares 5,580 $2.04M 0.01% +779 Timeline ESGU 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: 11,989 shares; 2024Q4: 12,535 shares; 2025Q1: 9,943 shares; 2025Q2: 9,135 shares; 2025Q3: 13,968 shares 13,968 $2.03M 0.01% +4,833 Timeline BND 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: 118,213 shares; 2024Q4: 143,575 shares; 2025Q1: 76,505 shares; 2025Q2: 52,535 shares; 2025Q3: 27,307 shares 27,307 $2.03M 0.01% -25,228 Timeline ITA 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: 4,813 shares; 2024Q4: 5,567 shares; 2025Q1: 9,378 shares; 2025Q2: 6,584 shares; 2025Q3: 9,684 shares 9,684 $2.03M 0.01% +3,100 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 28,717 shares; 2025Q2: 30,381 shares; 2025Q3: 21,337 shares 21,337 $2.03M 0.01% -9,044 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: 1,415,085 shares; 2024Q4: 1,200,248 shares; 2025Q1: 54,211 shares; 2025Q2: 52,033 shares; 2025Q3: 47,033 shares 47,033 $2.02M 0.01% -5,000 Timeline POCT 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: 33,196 shares; 2024Q4: 57,135 shares; 2025Q1: 50,577 shares; 2025Q2: 46,030 shares; 2025Q3: 46,836 shares 46,836 $2.02M 0.01% +806 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,316 shares; 2024Q4: 35,115 shares; 2025Q1: 27,557 shares; 2025Q2: 26,355 shares; 2025Q3: 18,700 shares 18,700 $2.01M 0.01% -7,655 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,445 shares; 2024Q4: 31,306 shares; 2025Q1: 30,072 shares; 2025Q2: 25,757 shares; 2025Q3: 40,766 shares 40,766 $2.01M 0.01% +15,009 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,056 shares; 2024Q4: 951,458 shares; 2025Q1: 894,980 shares; 2025Q2: 39,700 shares; 2025Q3: 42,669 shares 42,669 $2M 0.01% +2,969 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: 10,498 shares; 2024Q4: 9,424 shares; 2025Q1: 7,800 shares; 2025Q2: 7,179 shares; 2025Q3: 6,689 shares 6,689 $1.99M 0.01% -490 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 8,230 shares; 2025Q1: 13,944 shares; 2025Q2: 14,712 shares; 2025Q3: 14,889 shares 14,889 $1.98M 0.01% +177 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 18,752 shares; 2025Q1: 28,092 shares; 2025Q2: 13,175 shares; 2025Q3: 21,857 shares 21,857 $1.98M 0.01% +8,682 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: not reported; 2024Q4: 5,805 shares; 2025Q1: 8,578 shares; 2025Q2: 21,030 shares; 2025Q3: 20,570 shares 20,570 $1.98M 0.01% -460 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,289 shares; 2024Q4: 305,758 shares; 2025Q1: 305,758 shares; 2025Q2: 113,314 shares; 2025Q3: 116,664 shares 116,664 $1.96M 0.01% +3,350 Timeline CERY 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: 18,396 shares; 2025Q1: 56,257 shares; 2025Q2: 42,560 shares; 2025Q3: 68,297 shares 68,297 $1.96M 0.01% +25,737 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,714 shares; 2025Q1: 1,851 shares; 2025Q2: 1,940 shares; 2025Q3: 3,962 shares 3,962 $1.95M 0.01% +2,022 Timeline PHYS 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: 78,636 shares; 2024Q4: 84,610 shares; 2025Q1: 62,940 shares; 2025Q2: 54,706 shares; 2025Q3: 65,676 shares 65,676 $1.95M 0.01% +10,970 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 12,725 shares; 2025Q1: 12,289 shares; 2025Q2: 11,063 shares; 2025Q3: 10,751 shares 10,751 $1.93M 0.01% -312 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,477 shares; 2024Q4: 24,672 shares; 2025Q1: 12,152 shares; 2025Q2: 10,694 shares; 2025Q3: 9,975 shares 9,975 $1.92M 0.01% -719 Timeline TJUL 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: 19,095 shares; 2024Q4: 15,119 shares; 2025Q1: 15,059 shares; 2025Q2: 15,560 shares; 2025Q3: 65,437 shares 65,437 $1.92M 0.01% +49,877 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,645 shares; 2024Q4: 69,709 shares; 2025Q1: 75,191 shares; 2025Q2: 67,488 shares; 2025Q3: 76,685 shares 76,685 $1.91M 0.01% +9,197 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,985 shares; 2024Q4: 71,322 shares; 2025Q1: 63,972 shares; 2025Q2: 60,773 shares; 2025Q3: 60,775 shares 60,775 $1.91M 0.01% +2 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,315 shares; 2024Q4: 41,550 shares; 2025Q1: 42,241 shares; 2025Q2: 41,302 shares; 2025Q3: 36,582 shares 36,582 $1.91M 0.01% -4,720 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,143 shares; 2024Q4: 28,051 shares; 2025Q1: 25,030 shares; 2025Q2: 25,125 shares; 2025Q3: 26,716 shares 26,716 $1.89M 0.01% +1,591 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,894 shares; 2024Q4: 82,599 shares; 2025Q1: 91,157 shares; 2025Q2: 14,309 shares; 2025Q3: 13,230 shares 13,230 $1.88M 0.01% -1,079 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: 19,731 shares; 2024Q4: 21,637 shares; 2025Q1: 21,318 shares; 2025Q2: 18,651 shares; 2025Q3: 24,615 shares 24,615 $1.87M 0.01% +5,964 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: 47,377 shares; 2024Q4: 53,281 shares; 2025Q1: 52,697 shares; 2025Q2: 25,766 shares; 2025Q3: 32,475 shares 32,475 $1.87M 0.01% +6,709 Timeline RSP 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: 12,681 shares; 2024Q4: 8,296 shares; 2025Q1: 9,347 shares; 2025Q2: 9,259 shares; 2025Q3: 9,796 shares 9,796 $1.86M 0.01% +537 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: 3,709 shares; 2024Q4: 7,315 shares; 2025Q1: 4,028 shares; 2025Q2: 4,311 shares; 2025Q3: 4,261 shares 4,261 $1.86M 0.01% -50 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: 8,037 shares; 2024Q4: 7,532 shares; 2025Q1: 7,314 shares; 2025Q2: 30,186 shares; 2025Q3: 26,887 shares 26,887 $1.85M 0.01% -3,299 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: 7,038 shares; 2024Q4: 12,467 shares; 2025Q1: 9,543 shares; 2025Q2: 6,647 shares; 2025Q3: 6,294 shares 6,294 $1.85M 0.01% -353 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: 37,662 shares; 2024Q4: 39,440 shares; 2025Q1: 169,985 shares; 2025Q2: 38,485 shares; 2025Q3: 42,370 shares 42,370 $1.84M 0.01% +3,885 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: 69,127 shares; 2024Q4: 57,567 shares; 2025Q1: 56,109 shares; 2025Q2: 45,330 shares; 2025Q3: 36,904 shares 36,904 $1.84M 0.01% -8,426 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 5,673 shares; 2025Q1: 6,066 shares; 2025Q2: 5,908 shares; 2025Q3: 8,024 shares 8,024 $1.83M 0.01% +2,116 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 11,323 shares; 2025Q2: 17,302 shares; 2025Q3: 20,377 shares 20,377 $1.81M 0.01% +3,075 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 3,433 shares; 2025Q1: 4,183 shares; 2025Q2: 7,097 shares; 2025Q3: 7,335 shares 7,335 $1.81M 0.01% +238 Timeline ARTY 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: 12,590 shares; 2024Q4: 10,441 shares; 2025Q1: 31,533 shares; 2025Q2: 32,819 shares; 2025Q3: 39,490 shares 39,490 $1.81M 0.01% +6,671 Timeline FISR 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: 89,458 shares; 2024Q4: 85,049 shares; 2025Q1: 105,510 shares; 2025Q2: 134,162 shares; 2025Q3: 69,154 shares 69,154 $1.8M 0.01% -65,008 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: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 864 shares; 2025Q3: 4,288 shares 4,288 $1.8M 0.01% +3,424 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: 13,798 shares; 2024Q4: 3,782 shares; 2025Q1: 4,056 shares; 2025Q2: 4,216 shares; 2025Q3: 6,207 shares 6,207 $1.79M 0.01% +1,991 Timeline SPBX 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: not reported; 2025Q1: not reported; 2025Q2: 8,161 shares; 2025Q3: 66,461 shares 66,461 $1.79M 0.01% +58,300 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,834 shares; 2024Q4: 40,949 shares; 2025Q1: 44,536 shares; 2025Q2: 46,768 shares; 2025Q3: 47,134 shares 47,134 $1.77M 0.01% +366 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: 12,466 shares; 2024Q4: 12,682 shares; 2025Q1: 13,782 shares; 2025Q2: 21,588 shares; 2025Q3: 23,188 shares 23,188 $1.77M 0.01% +1,600 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,137 shares; 2025Q1: 1,211 shares; 2025Q2: 17,006 shares; 2025Q3: 16,370 shares 16,370 $1.76M 0.01% -636 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 8,948 shares; 2025Q1: 7,411 shares; 2025Q2: 15,893 shares; 2025Q3: 70,030 shares 70,030 $1.76M 0.01% +54,137 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,976 shares; 2025Q2: 24,964 shares; 2025Q3: 35,628 shares 35,628 $1.75M 0.01% +10,664 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: 76,073 shares; 2024Q4: 49,978 shares; 2025Q1: 45,265 shares; 2025Q2: 43,662 shares; 2025Q3: 42,447 shares 42,447 $1.75M 0.01% -1,215 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,608 shares; 2024Q4: 90,260 shares; 2025Q1: 101,699 shares; 2025Q2: 93,788 shares; 2025Q3: 101,006 shares 101,006 $1.73M 0.01% +7,218 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: 85,291 shares; 2024Q4: 37,967 shares; 2025Q1: 36,333 shares; 2025Q2: 33,619 shares; 2025Q3: 37,615 shares 37,615 $1.72M 0.01% +3,996 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 5,151 shares; 2025Q1: 5,172 shares; 2025Q2: 5,751 shares; 2025Q3: 5,711 shares 5,711 $1.7M 0.01% -40 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 1,865 shares; 2025Q1: 10,079 shares; 2025Q2: 10,531 shares; 2025Q3: 11,250 shares 11,250 $1.7M 0.01% +719 Timeline XLV 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: 11,801 shares; 2024Q4: 13,846 shares; 2025Q1: 16,964 shares; 2025Q2: 15,061 shares; 2025Q3: 12,168 shares 12,168 $1.69M 0.01% -2,893 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 27,585 shares; 2025Q1: 8,697 shares; 2025Q2: 7,640 shares; 2025Q3: 7,048 shares 7,048 $1.69M 0.01% -592 Timeline FBCG 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: not reported; 2024Q4: 91,414 shares; 2025Q1: 1,460 shares; 2025Q2: 16,455 shares; 2025Q3: 31,434 shares 31,434 $1.69M 0.01% +14,979 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 22,424 shares; 2025Q1: 21,994 shares; 2025Q2: 23,637 shares; 2025Q3: 23,192 shares 23,192 $1.68M 0.01% -445 Timeline AGGY 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: 38,219 shares; 2024Q4: 38,869 shares; 2025Q1: 38,130 shares; 2025Q2: 34,055 shares; 2025Q3: 37,914 shares 37,914 $1.68M 0.01% +3,859 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 12,230 shares; 2025Q1: 7,630 shares; 2025Q2: 13,489 shares; 2025Q3: 13,548 shares 13,548 $1.68M 0.01% +59 Timeline HDV 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: 24,697 shares; 2024Q4: 13,851 shares; 2025Q1: 13,720 shares; 2025Q2: 14,404 shares; 2025Q3: 13,679 shares 13,679 $1.67M 0.01% -725 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: 12,844 shares; 2024Q4: 13,783 shares; 2025Q1: 16,410 shares; 2025Q2: 20,551 shares; 2025Q3: 72,448 shares 72,448 $1.67M 0.01% +51,897 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO 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: 16,010 shares 16,010 $1.67M 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,710 shares; 2025Q1: 4,516 shares; 2025Q2: 5,098 shares; 2025Q3: 5,425 shares 5,425 $1.66M 0.01% +327 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,638 shares 9,638 $1.65M 0.01% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,411 shares; 2024Q4: 79,986 shares; 2025Q1: 75,976 shares; 2025Q2: 62,581 shares; 2025Q3: 59,881 shares 59,881 $1.62M 0.01% -2,700 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,422 shares; 2024Q4: 24,215 shares; 2025Q1: 26,606 shares; 2025Q2: 25,067 shares; 2025Q3: 55,939 shares 55,939 $1.62M 0.01% +30,872 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,171 shares; 2025Q1: 2,317 shares; 2025Q2: 3,037 shares; 2025Q3: 4,367 shares 4,367 $1.61M 0.01% +1,330 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: 3,684 shares; 2024Q4: 5,980 shares; 2025Q1: 6,209 shares; 2025Q2: 8,213 shares; 2025Q3: 12,105 shares 12,105 $1.6M 0.01% +3,892 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 19,551 shares; 2025Q1: 22,367 shares; 2025Q2: 30,336 shares; 2025Q3: 33,048 shares 33,048 $1.59M 0.01% +2,712 Timeline FDEC 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: 54,517 shares; 2024Q4: 53,655 shares; 2025Q1: 51,470 shares; 2025Q2: 32,075 shares; 2025Q3: 32,163 shares 32,163 $1.58M 0.01% +88 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 6,120 shares; 2025Q1: 7,564 shares; 2025Q2: 7,315 shares; 2025Q3: 4,894 shares 4,894 $1.58M 0.01% -2,421 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,489 shares; 2024Q4: 99,511 shares; 2025Q1: 94,413 shares; 2025Q2: 74,461 shares; 2025Q3: 71,879 shares 71,879 $1.56M 0.01% -2,582 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,668 shares; 2024Q4: 43,687 shares; 2025Q1: 39,889 shares; 2025Q2: 36,472 shares; 2025Q3: 45,530 shares 45,530 $1.56M 0.01% +9,058 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 19,311 shares; 2025Q1: 21,983 shares; 2025Q2: 22,093 shares; 2025Q3: 31,557 shares 31,557 $1.56M 0.01% +9,464 Timeline ZAUG 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: 80,864 shares; 2024Q4: 68,702 shares; 2025Q1: 58,077 shares; 2025Q2: 58,077 shares; 2025Q3: 58,631 shares 58,631 $1.55M 0.01% +554 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,364 shares; 2024Q4: 46,405 shares; 2025Q1: 43,067 shares; 2025Q2: 32,453 shares; 2025Q3: 30,141 shares 30,141 $1.54M 0.01% -2,312 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 6,135 shares; 2025Q1: 4,868 shares; 2025Q2: 3,771 shares; 2025Q3: 12,156 shares 12,156 $1.54M 0.01% +8,385 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 12,614 shares 12,614 $1.53M 0.01% new Timeline AVSF 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: 3,602 shares; 2025Q1: 14,627 shares; 2025Q2: 20,120 shares; 2025Q3: 32,272 shares 32,272 $1.52M 0.01% +12,152 Timeline GWX 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: 30,265 shares; 2024Q4: 31,841 shares; 2025Q1: 36,181 shares; 2025Q2: 37,222 shares; 2025Q3: 37,911 shares 37,911 $1.52M 0.01% +689 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,645 shares; 2024Q4: 78,363 shares; 2025Q1: 81,259 shares; 2025Q2: 44,850 shares; 2025Q3: 27,313 shares 27,313 $1.52M 0.01% -17,537 Timeline DGRW 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: 14,373 shares; 2024Q4: 15,073 shares; 2025Q1: 13,969 shares; 2025Q2: 15,262 shares; 2025Q3: 17,080 shares 17,080 $1.52M 0.01% +1,818 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: 2,765 shares; 2024Q4: 2,296 shares; 2025Q1: 3,549 shares; 2025Q2: 4,288 shares; 2025Q3: 7,054 shares 7,054 $1.51M 0.01% +2,766 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: 18,431 shares; 2025Q1: 2,023 shares; 2025Q2: 6,687 shares; 2025Q3: 7,115 shares 7,115 $1.51M 0.01% +428 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.51M 0.01% 0 Timeline FDG 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: 3,145 shares; 2025Q1: 5,918 shares; 2025Q2: 8,619 shares; 2025Q3: 12,385 shares 12,385 $1.49M 0.01% +3,766 Timeline DVY 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: 8,246 shares; 2024Q4: 9,121 shares; 2025Q1: 7,347 shares; 2025Q2: 7,921 shares; 2025Q3: 10,479 shares 10,479 $1.49M 0.01% +2,558 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 20,284 shares; 2025Q1: 15,444 shares; 2025Q2: 16,048 shares; 2025Q3: 16,562 shares 16,562 $1.49M 0.01% +514 Timeline CMDT 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: 194,125 shares; 2024Q4: 203,362 shares; 2025Q1: 23,591 shares; 2025Q2: 24,368 shares; 2025Q3: 54,190 shares 54,190 $1.48M 0.01% +29,822 Timeline FIIG 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: 69,859 shares; 2024Q4: 69,312 shares; 2025Q1: 92,191 shares; 2025Q2: 70,814 shares; 2025Q3: 69,412 shares 69,412 $1.47M 0.01% -1,402 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,845 shares; 2024Q4: 91,354 shares; 2025Q1: 103,637 shares; 2025Q2: 130,672 shares; 2025Q3: 139,108 shares 139,108 $1.47M 0.01% +8,436 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: 9,087 shares; 2024Q4: 58,443 shares; 2025Q1: 11,901 shares; 2025Q2: 48,905 shares; 2025Q3: 14,608 shares 14,608 $1.46M 0.01% -34,297 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: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,161 shares; 2025Q2: 1,412 shares; 2025Q3: 2,574 shares 2,574 $1.46M 0.01% +1,162 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 8,369 shares; 2025Q1: 8,503 shares; 2025Q2: 10,633 shares; 2025Q3: 10,676 shares 10,676 $1.45M 0.01% +43 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 8,322 shares; 2025Q1: 6,730 shares; 2025Q2: 9,297 shares; 2025Q3: 14,415 shares 14,415 $1.45M 0.01% +5,118 Timeline TLH 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: 1,978 shares; 2024Q4: 1,903 shares; 2025Q1: 3,979 shares; 2025Q2: 5,221 shares; 2025Q3: 14,068 shares 14,068 $1.45M 0.01% +8,847 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,550 shares; 2025Q1: 4,248 shares; 2025Q2: 4,217 shares; 2025Q3: 2,180 shares 2,180 $1.44M 0.01% -2,037 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 138,114 shares; 2025Q2: not reported; 2025Q3: 41,273 shares 41,273 $1.43M 0.01% new 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: 21,126 shares; 2024Q4: 19,921 shares; 2025Q1: 15,889 shares; 2025Q2: 18,275 shares; 2025Q3: 21,305 shares 21,305 $1.43M 0.01% +3,030 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 18,714 shares; 2025Q1: 20,453 shares; 2025Q2: 21,458 shares; 2025Q3: 24,014 shares 24,014 $1.43M 0.01% +2,556 TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,201 shares; 2024Q4: 12,501 shares; 2025Q1: 9,005 shares; 2025Q2: 5,593 shares; 2025Q3: 5,543 shares 5,543 $1.43M 0.01% -50 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,681 shares; 2024Q4: 73,914 shares; 2025Q1: 43,169 shares; 2025Q2: 41,523 shares; 2025Q3: 51,783 shares 51,783 $1.43M 0.01% +10,260 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: 2,299 shares; 2024Q4: 2,316 shares; 2025Q1: 47,555 shares; 2025Q2: 12,789 shares; 2025Q3: 11,030 shares 11,030 $1.43M 0.01% -1,759 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: 15,342 shares; 2024Q4: 2,798 shares; 2025Q1: 5,009 shares; 2025Q2: 7,323 shares; 2025Q3: 7,532 shares 7,532 $1.43M 0.01% +209 Timeline ACU ACME UTD CORP More: the full row for ACME UTD 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: 15,917 shares; 2025Q2: 35,287 shares; 2025Q3: 34,741 shares 34,741 $1.43M 0.01% -546 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 16,288 shares; 2025Q1: 21,796 shares; 2025Q2: 37,836 shares; 2025Q3: 41,415 shares 41,415 $1.42M 0.01% +3,579 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: 18,205 shares; 2024Q4: 23,409 shares; 2025Q1: 22,809 shares; 2025Q2: 21,780 shares; 2025Q3: 9,051 shares 9,051 $1.42M 0.01% -12,729 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,643 shares; 2024Q4: 42,645 shares; 2025Q1: 52,505 shares; 2025Q2: 43,502 shares; 2025Q3: 45,281 shares 45,281 $1.42M 0.01% +1,779 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: 19,761 shares; 2024Q4: 19,995 shares; 2025Q1: 21,311 shares; 2025Q2: 29,448 shares; 2025Q3: 32,560 shares 32,560 $1.41M 0.01% +3,112 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,446 shares; 2025Q2: 10,959 shares; 2025Q3: 13,752 shares 13,752 $1.4M 0.01% +2,793 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: 8,821 shares; 2024Q4: 6,369 shares; 2025Q1: 4,798 shares; 2025Q2: 12,416 shares; 2025Q3: 16,653 shares 16,653 $1.4M 0.01% +4,237 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,655 shares; 2024Q4: 66,262 shares; 2025Q1: 18,586 shares; 2025Q2: 19,866 shares; 2025Q3: 14,268 shares 14,268 $1.39M 0.01% -5,598 Timeline GRID 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: 9,598 shares; 2024Q4: 9,668 shares; 2025Q1: 9,657 shares; 2025Q2: 8,244 shares; 2025Q3: 9,188 shares 9,188 $1.39M 0.01% +944 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: 27,729 shares; 2024Q4: 16,806 shares; 2025Q1: 12,120 shares; 2025Q2: 13,062 shares; 2025Q3: 13,566 shares 13,566 $1.38M 0.01% +504 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,305 shares; 2024Q4: 33,214 shares; 2025Q1: 27,984 shares; 2025Q2: 29,513 shares; 2025Q3: 40,796 shares 40,796 $1.38M 0.01% +11,283 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,933 shares; 2025Q1: 3,012 shares; 2025Q2: 4,095 shares; 2025Q3: 4,884 shares 4,884 $1.38M 0.01% +789 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,160 shares; 2024Q4: 29,148 shares; 2025Q1: 27,682 shares; 2025Q2: 21,953 shares; 2025Q3: 20,911 shares 20,911 $1.36M 0.01% -1,042 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: 65,714 shares; 2024Q4: 50,317 shares; 2025Q1: 33,192 shares; 2025Q2: 30,907 shares; 2025Q3: 30,807 shares 30,807 $1.35M 0.01% -100 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,591 shares; 2024Q4: 13,603 shares; 2025Q1: 13,667 shares; 2025Q2: 13,181 shares; 2025Q3: 11,544 shares 11,544 $1.35M 0.01% -1,637 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,446 shares; 2024Q4: 18,183 shares; 2025Q1: 17,772 shares; 2025Q2: 14,244 shares; 2025Q3: 14,335 shares 14,335 $1.34M 0.01% +91 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,483 shares; 2025Q1: 1,342 shares; 2025Q2: 1,452 shares; 2025Q3: 1,407 shares 1,407 $1.34M 0.01% -45 Timeline SPIP 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: 952 shares; 2025Q1: 879 shares; 2025Q2: 8,388 shares; 2025Q3: 50,639 shares 50,639 $1.33M 0.01% +42,251 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: 39,632 shares; 2024Q4: 139,149 shares; 2025Q1: 41,360 shares; 2025Q2: 44,130 shares; 2025Q3: 49,165 shares 49,165 $1.33M 0.01% +5,035 Timeline ROE 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: 28,325 shares; 2024Q4: 27,490 shares; 2025Q1: 37,952 shares; 2025Q2: 38,586 shares; 2025Q3: 38,193 shares 38,193 $1.32M 0.01% -393 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: 344,327 shares; 2024Q4: 3,948 shares; 2025Q1: 276,576 shares; 2025Q2: 270,223 shares; 2025Q3: 39,287 shares 39,287 $1.31M 0.01% -230,936 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: 6,801 shares; 2024Q4: 6,850 shares; 2025Q1: 11,244 shares; 2025Q2: 11,759 shares; 2025Q3: 11,541 shares 11,541 $1.3M 0.01% -218 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: 10,565 shares; 2024Q4: 20,772 shares; 2025Q1: 23,860 shares; 2025Q2: 26,179 shares; 2025Q3: 22,867 shares 22,867 $1.3M 0.01% -3,312 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: 156,007 shares; 2024Q4: 40,569 shares; 2025Q1: 44,340 shares; 2025Q2: 32,653 shares; 2025Q3: 57,720 shares 57,720 $1.3M 0.01% +25,067 Timeline IJS 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: 2,822 shares; 2025Q1: 61,797 shares; 2025Q2: 14,657 shares; 2025Q3: 11,604 shares 11,604 $1.28M 0.01% -3,053 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: 106,526 shares; 2024Q4: 101,993 shares; 2025Q1: 79,189 shares; 2025Q2: 29,305 shares; 2025Q3: 25,212 shares 25,212 $1.28M 0.01% -4,093 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: 13,966 shares; 2024Q4: 15,852 shares; 2025Q1: 16,760 shares; 2025Q2: 15,663 shares; 2025Q3: 16,981 shares 16,981 $1.28M 0.01% +1,318 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: 109,646 shares; 2024Q4: 45,715 shares; 2025Q1: 45,272 shares; 2025Q2: 44,462 shares; 2025Q3: 30,308 shares 30,308 $1.27M 0.01% -14,154 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 5,995 shares; 2025Q1: 4,966 shares; 2025Q2: 4,654 shares; 2025Q3: 3,940 shares 3,940 $1.27M 0.01% -714 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,013 shares; 2024Q4: 226,997 shares; 2025Q1: 274,603 shares; 2025Q2: 16,090 shares; 2025Q3: 18,864 shares 18,864 $1.27M 0.01% +2,774 Timeline AVRE 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: 4,928 shares; 2025Q1: 10,614 shares; 2025Q2: 20,450 shares; 2025Q3: 28,456 shares 28,456 $1.27M 0.01% +8,006 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 44,823 shares; 2025Q1: 5,321 shares; 2025Q2: 16,030 shares; 2025Q3: 17,939 shares 17,939 $1.27M 0.01% +1,909 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: 3,187 shares; 2024Q4: 3,007 shares; 2025Q1: 3,513 shares; 2025Q2: 3,959 shares; 2025Q3: 6,262 shares 6,262 $1.26M 0.01% +2,303 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: 11,541 shares; 2024Q4: 3,383 shares; 2025Q1: 3,463 shares; 2025Q2: 3,255 shares; 2025Q3: 4,090 shares 4,090 $1.26M 0.01% +835 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,530 shares; 2025Q1: 29,921 shares; 2025Q2: 36,858 shares; 2025Q3: 38,859 shares 38,859 $1.26M 0.01% +2,001 Timeline AOM 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: 15,325 shares; 2024Q4: 19,659 shares; 2025Q1: 18,846 shares; 2025Q2: 104,045 shares; 2025Q3: 26,449 shares 26,449 $1.26M 0.01% -77,596 Timeline JNK 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: 6,087 shares; 2024Q4: 14,631 shares; 2025Q1: 4,136 shares; 2025Q2: 9,612 shares; 2025Q3: 12,756 shares 12,756 $1.25M 0.01% +3,144 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,850 shares; 2024Q4: 14,591 shares; 2025Q1: 22,067 shares; 2025Q2: 26,325 shares; 2025Q3: 35,661 shares 35,661 $1.25M 0.01% +9,336 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,438 shares; 2025Q1: 44,684 shares; 2025Q2: 35,922 shares; 2025Q3: 34,842 shares 34,842 $1.24M 0.01% -1,080 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: 10,512 shares; 2024Q4: 12,690 shares; 2025Q1: 14,578 shares; 2025Q2: 17,647 shares; 2025Q3: 20,329 shares 20,329 $1.24M 0.01% +2,682 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: 7,375 shares; 2024Q4: 28,153 shares; 2025Q1: 10,166 shares; 2025Q2: 9,300 shares; 2025Q3: 9,723 shares 9,723 $1.22M 0.01% +423 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,302 shares; 2025Q1: 8,899 shares; 2025Q2: 10,420 shares; 2025Q3: 12,744 shares 12,744 $1.21M 0.01% +2,324 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,044 shares; 2024Q4: 11,680 shares; 2025Q1: 8,368 shares; 2025Q2: 12,048 shares; 2025Q3: 15,163 shares 15,163 $1.21M 0.01% +3,115 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,055 shares; 2025Q2: 24,580 shares; 2025Q3: 24,223 shares 24,223 $1.21M 0.01% -357 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,496 shares; 2025Q1: 2,107 shares; 2025Q2: 2,808 shares; 2025Q3: 2,863 shares 2,863 $1.21M 0.01% +55 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 10,835 shares; 2025Q1: 12,940 shares; 2025Q2: 36,383 shares; 2025Q3: 41,778 shares 41,778 $1.21M 0.01% +5,395 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,546 shares; 2024Q4: 35,179 shares; 2025Q1: 37,019 shares; 2025Q2: 24,156 shares; 2025Q3: 23,995 shares 23,995 $1.2M 0.01% -161 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 2,757 shares; 2025Q1: 2,414 shares; 2025Q2: 2,213 shares; 2025Q3: 2,120 shares 2,120 $1.2M 0.01% -93 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,413 shares; 2025Q1: 18,732 shares; 2025Q2: 26,970 shares; 2025Q3: 34,098 shares 34,098 $1.2M 0.01% +7,128 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,146 shares; 2024Q4: 126,782 shares; 2025Q1: 123,473 shares; 2025Q2: 129,850 shares; 2025Q3: 128,663 shares 128,663 $1.2M 0.01% -1,187 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 11,715 shares; 2025Q2: 12,430 shares; 2025Q3: 14,660 shares 14,660 $1.2M 0.01% +2,230 Timeline CRDT 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: 51,137 shares; 2025Q2: 51,756 shares; 2025Q3: 50,071 shares 50,071 $1.18M 0.01% -1,685 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 4,468 shares; 2025Q1: 5,358 shares; 2025Q2: 5,731 shares; 2025Q3: 13,997 shares 13,997 $1.18M 0.01% +8,266 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,410 shares; 2024Q4: 128,797 shares; 2025Q1: 17,817 shares; 2025Q2: 16,621 shares; 2025Q3: 15,531 shares 15,531 $1.18M 0.01% -1,090 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,334 shares; 2025Q1: 6,842 shares; 2025Q2: 5,755 shares; 2025Q3: 6,780 shares 6,780 $1.16M 0.01% +1,025 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 6,221 shares; 2025Q1: 6,709 shares; 2025Q2: 7,289 shares; 2025Q3: 9,030 shares 9,030 $1.16M 0.01% +1,741 Timeline EMCB 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: 14,552 shares; 2024Q4: 14,705 shares; 2025Q1: 12,958 shares; 2025Q2: 14,850 shares; 2025Q3: 17,234 shares 17,234 $1.15M 0.01% +2,384 Timeline GIAX 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: 14,207 shares; 2025Q1: 40,419 shares; 2025Q2: 55,516 shares; 2025Q3: 65,713 shares 65,713 $1.15M 0.01% +10,197 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: 11,416 shares; 2024Q4: 11,877 shares; 2025Q1: 11,815 shares; 2025Q2: 12,470 shares; 2025Q3: 11,971 shares 11,971 $1.15M 0.01% -499 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,833 shares; 2024Q4: 17,010 shares; 2025Q1: 18,532 shares; 2025Q2: 20,326 shares; 2025Q3: 12,995 shares 12,995 $1.14M 0.01% -7,331 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: 3,057 shares; 2024Q4: 3,452 shares; 2025Q1: 3,620 shares; 2025Q2: 4,328 shares; 2025Q3: 4,947 shares 4,947 $1.14M 0.01% +619 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: 10,787 shares; 2024Q4: 9,298 shares; 2025Q1: 8,593 shares; 2025Q2: 8,751 shares; 2025Q3: 9,899 shares 9,899 $1.13M 0.01% +1,148 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,425 shares; 2024Q4: 54,061 shares; 2025Q1: 58,277 shares; 2025Q2: 43,796 shares; 2025Q3: 41,943 shares 41,943 $1.12M 0.01% -1,853 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: 3,628 shares; 2024Q4: 3,179 shares; 2025Q1: 2,618 shares; 2025Q2: 2,385 shares; 2025Q3: 2,403 shares 2,403 $1.12M 0.01% +18 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: 222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,217 shares 1,217 $1.12M 0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,113 shares; 2024Q4: 15,399 shares; 2025Q1: 22,953 shares; 2025Q2: 21,926 shares; 2025Q3: 26,869 shares 26,869 $1.12M 0.01% +4,943 Timeline AOR 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: 15,884 shares; 2024Q4: 22,137 shares; 2025Q1: 26,900 shares; 2025Q2: 23,705 shares; 2025Q3: 17,264 shares 17,264 $1.11M 0.01% -6,441 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,108 shares; 2025Q1: 3,434 shares; 2025Q2: 3,619 shares; 2025Q3: 5,196 shares 5,196 $1.11M 0.01% +1,577 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: 2,443 shares; 2024Q4: 7,671 shares; 2025Q1: 4,718 shares; 2025Q2: 8,770 shares; 2025Q3: 5,302 shares 5,302 $1.11M 0.01% -3,468 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,609 shares; 2024Q4: 21,858 shares; 2025Q1: 17,989 shares; 2025Q2: 17,315 shares; 2025Q3: 16,069 shares 16,069 $1.1M 0.01% -1,246 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: 3,581 shares; 2024Q4: 3,211 shares; 2025Q1: 2,942 shares; 2025Q2: 3,875 shares; 2025Q3: 4,106 shares 4,106 $1.1M 0.01% +231 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 19,246 shares; 2025Q1: 19,709 shares; 2025Q2: 20,537 shares; 2025Q3: 23,233 shares 23,233 $1.1M 0.01% +2,696 Timeline PVEX ELEVATION SERIES TRUST More: the full row for ELEVATION 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: not reported; 2025Q3: 38,614 shares 38,614 $1.09M 0.01% new Timeline XT 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: 13,776 shares; 2024Q4: 14,983 shares; 2025Q1: 16,215 shares; 2025Q2: 15,304 shares; 2025Q3: 15,035 shares 15,035 $1.08M 0.01% -269 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,294 shares; 2025Q3: 36,004 shares 36,004 $1.08M 0.01% +30,710 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 36,921 shares; 2025Q3: 51,123 shares 51,123 $1.08M 0.01% +14,202 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,569 shares; 2024Q4: 77,426 shares; 2025Q1: 72,772 shares; 2025Q2: 72,362 shares; 2025Q3: 72,160 shares 72,160 $1.08M 0.01% -202 Timeline SOXX 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: 4,527 shares; 2024Q4: 4,250 shares; 2025Q1: 4,312 shares; 2025Q2: 4,073 shares; 2025Q3: 3,952 shares 3,952 $1.07M 0.01% -121 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 883 shares; 2025Q1: 1,366 shares; 2025Q2: 1,368 shares; 2025Q3: 1,486 shares 1,486 $1.07M 0.01% +118 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,821 shares; 2025Q1: 2,259 shares; 2025Q2: 4,486 shares; 2025Q3: 5,431 shares 5,431 $1.07M 0.01% +945 Timeline FDCF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,279 shares; 2025Q3: 21,117 shares 21,117 $1.05M 0.01% +10,838 Timeline USFR 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: 369,774 shares; 2024Q4: 326,723 shares; 2025Q1: 141,943 shares; 2025Q2: 32,071 shares; 2025Q3: 20,711 shares 20,711 $1.04M 0.01% -11,360 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 24,446 shares; 2025Q2: 23,330 shares; 2025Q3: 23,157 shares 23,157 $1.04M 0.01% -173 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,396 shares; 2024Q4: 50,283 shares; 2025Q1: 44,964 shares; 2025Q2: 40,789 shares; 2025Q3: 36,531 shares 36,531 $1.03M 0.01% -4,258 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: 15,200 shares; 2024Q4: 14,064 shares; 2025Q1: 6,162 shares; 2025Q2: 3,086 shares; 2025Q3: 23,665 shares 23,665 $1.02M 0.01% +20,579 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,928 shares; 2024Q4: 82,804 shares; 2025Q1: 83,344 shares; 2025Q2: 90,115 shares; 2025Q3: 90,361 shares 90,361 $1.02M 0.01% +246 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 14,680 shares; 2025Q1: 14,036 shares; 2025Q2: 14,031 shares; 2025Q3: 6,246 shares 6,246 $1.02M 0.01% -7,785 Timeline IHAK 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: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 9,231 shares; 2025Q3: 19,524 shares 19,524 $1.02M 0.01% +10,293 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: 1,686 shares; 2024Q4: 3,281 shares; 2025Q1: 3,200 shares; 2025Q2: 3,298 shares; 2025Q3: 5,069 shares 5,069 $1.02M 0.01% +1,771 Timeline EMHC 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: 18,663 shares; 2024Q4: 22,413 shares; 2025Q1: 37,527 shares; 2025Q2: 36,959 shares; 2025Q3: 40,033 shares 40,033 $1.01M 0.01% +3,074 Timeline UOCT 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: 28,044 shares; 2024Q4: 34,287 shares; 2025Q1: 28,580 shares; 2025Q2: 25,316 shares; 2025Q3: 25,928 shares 25,928 $996K 0.01% +612 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,515 shares; 2024Q4: 6,064 shares; 2025Q1: 5,751 shares; 2025Q2: 5,667 shares; 2025Q3: 5,827 shares 5,827 $988K 0.01% +160 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: 57,124 shares; 2024Q4: 34,107 shares; 2025Q1: 25,641 shares; 2025Q2: 23,778 shares; 2025Q3: 25,665 shares 25,665 $985K 0.01% +1,887 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,775 shares; 2024Q4: 14,438 shares; 2025Q1: 94,767 shares; 2025Q2: 14,353 shares; 2025Q3: 14,682 shares 14,682 $982K 0.01% +329 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: 55,721 shares; 2024Q4: 55,877 shares; 2025Q1: 5,794 shares; 2025Q2: 8,795 shares; 2025Q3: 8,800 shares 8,800 $968K 0.01% +5 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,315 shares; 2024Q4: 11,489 shares; 2025Q1: 11,131 shares; 2025Q2: 12,261 shares; 2025Q3: 13,510 shares 13,510 $966K 0.01% +1,249 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: 1,187 shares; 2024Q4: 1,300 shares; 2025Q1: 1,320 shares; 2025Q2: 1,908 shares; 2025Q3: 2,020 shares 2,020 $963K 0.01% +112 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,920 shares; 2025Q1: 2,697 shares; 2025Q2: 3,054 shares; 2025Q3: 3,745 shares 3,745 $961K 0.01% +691 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,725 shares; 2025Q1: 1,557 shares; 2025Q2: 1,449 shares; 2025Q3: 2,092 shares 2,092 $957K 0.01% +643 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: 22,585 shares; 2024Q4: 30,250 shares; 2025Q1: 35,933 shares; 2025Q2: 37,928 shares; 2025Q3: 42,350 shares 42,350 $952K 0.01% +4,422 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,019 shares; 2024Q4: 11,922 shares; 2025Q1: 11,794 shares; 2025Q2: 11,553 shares; 2025Q3: 13,385 shares 13,385 $952K 0.01% +1,832 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,900 shares; 2025Q1: 6,476 shares; 2025Q2: 9,239 shares; 2025Q3: 11,568 shares 11,568 $949K 0.01% +2,329 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,611 shares; 2024Q4: 43,904 shares; 2025Q1: 26,750 shares; 2025Q2: 17,558 shares; 2025Q3: 19,423 shares 19,423 $946K 0.01% +1,865 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: 7,799 shares; 2025Q3: 19,726 shares 19,726 $945K 0.01% +11,927 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,510 shares; 2024Q4: 24,091 shares; 2025Q1: 22,278 shares; 2025Q2: 29,618 shares; 2025Q3: 33,852 shares 33,852 $944K 0.01% +4,234 Timeline NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,966 shares; 2024Q4: 17,685 shares; 2025Q1: 20,627 shares; 2025Q2: 20,812 shares; 2025Q3: 30,109 shares 30,109 $944K 0.01% +9,297 IXN 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: 30,138 shares; 2024Q4: 32,217 shares; 2025Q1: 31,933 shares; 2025Q2: 33,229 shares; 2025Q3: 9,079 shares 9,079 $937K 0.01% -24,150 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 7,965 shares; 2025Q1: 11,077 shares; 2025Q2: 12,202 shares; 2025Q3: 2,904 shares 2,904 $936K 0.01% -9,298 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 7,957 shares; 2025Q1: 3,191 shares; 2025Q2: 3,064 shares; 2025Q3: 3,413 shares 3,413 $935K 0.01% +349 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 22,934 shares 22,934 $934K 0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,121 shares; 2024Q4: 65,861 shares; 2025Q1: 88,362 shares; 2025Q2: 83,194 shares; 2025Q3: 82,894 shares 82,894 $932K 0.01% -300 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,410 shares; 2024Q4: 24,707 shares; 2025Q1: 12,873 shares; 2025Q2: 7,809 shares; 2025Q3: 6,745 shares 6,745 $929K 0.01% -1,064 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,789 shares; 2024Q4: 29,174 shares; 2025Q1: 16,971 shares; 2025Q2: 12,518 shares; 2025Q3: 13,260 shares 13,260 $928K 0.01% +742 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 4,872 shares 4,872 $928K 0.01% +3,027 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: 4,775 shares; 2024Q4: 4,276 shares; 2025Q1: 3,564 shares; 2025Q2: 3,207 shares; 2025Q3: 2,982 shares 2,982 $926K 0.01% -225 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: not reported; 2024Q4: 4,853 shares; 2025Q1: not reported; 2025Q2: 6,919 shares; 2025Q3: 28,936 shares 28,936 $914K 0.01% +22,017 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: 1,374 shares; 2024Q4: 1,738 shares; 2025Q1: 2,016 shares; 2025Q2: 2,691 shares; 2025Q3: 2,856 shares 2,856 $907K 0.01% +165 Timeline EMXC 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: 460,111 shares; 2024Q4: 514,085 shares; 2025Q1: 312,684 shares; 2025Q2: 32,139 shares; 2025Q3: 13,435 shares 13,435 $907K 0.01% -18,704 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 23,217 shares; 2025Q1: 24,098 shares; 2025Q2: 24,261 shares; 2025Q3: 24,259 shares 24,259 $902K 0.01% -2 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: 64,090 shares; 2024Q4: 31,701 shares; 2025Q1: 20,554 shares; 2025Q2: 16,464 shares; 2025Q3: 8,083 shares 8,083 $899K 0.01% -8,381 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,932 shares; 2024Q4: 17,934 shares; 2025Q1: 19,595 shares; 2025Q2: 22,773 shares; 2025Q3: 22,887 shares 22,887 $898K 0.01% +114 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 37,090 shares; 2025Q1: 33,830 shares; 2025Q2: 20,197 shares; 2025Q3: 18,821 shares 18,821 $894K 0.01% -1,376 Timeline QBUL ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857,812 shares; 2024Q4: 945,437 shares; 2025Q1: 959,716 shares; 2025Q2: 967,149 shares; 2025Q3: 34,289 shares 34,289 $894K 0.01% -932,860 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,654 shares; 2024Q4: 48,564 shares; 2025Q1: 44,885 shares; 2025Q2: 20,969 shares; 2025Q3: 23,484 shares 23,484 $893K 0.01% +2,515 Timeline FBOT 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: not reported; 2024Q4: 455 shares; 2025Q1: 426 shares; 2025Q2: 13,298 shares; 2025Q3: 27,176 shares 27,176 $890K 0.01% +13,878 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,777 shares; 2024Q4: 58,302 shares; 2025Q1: 55,057 shares; 2025Q2: 54,199 shares; 2025Q3: 25,121 shares 25,121 $886K 0.01% -29,078 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: 5,870 shares; 2024Q4: 6,517 shares; 2025Q1: 5,602 shares; 2025Q2: 9,047 shares; 2025Q3: 9,731 shares 9,731 $873K 0.01% +684 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,272 shares; 2024Q4: 47,139 shares; 2025Q1: 46,784 shares; 2025Q2: 47,137 shares; 2025Q3: 47,211 shares 47,211 $872K 0.01% +74 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,690 shares; 2025Q1: 1,312 shares; 2025Q2: 1,294 shares; 2025Q3: 1,459 shares 1,459 $870K 0.01% +165 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,169 shares; 2025Q1: 21,381 shares; 2025Q2: 25,986 shares; 2025Q3: 31,736 shares 31,736 $867K 0.01% +5,750 Timeline IGV 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: 7,001 shares; 2024Q4: 6,555 shares; 2025Q1: 7,035 shares; 2025Q2: 7,973 shares; 2025Q3: 7,521 shares 7,521 $865K 0.01% -452 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: 8,352 shares; 2024Q4: 9,396 shares; 2025Q1: 9,681 shares; 2025Q2: 10,810 shares; 2025Q3: 11,200 shares 11,200 $859K 0.01% +390 Timeline USRT 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: 23,175 shares; 2024Q4: 26,722 shares; 2025Q1: 27,368 shares; 2025Q2: 19,382 shares; 2025Q3: 14,518 shares 14,518 $852K 0.01% -4,864 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: 10,852 shares; 2024Q4: 7,647 shares; 2025Q1: 6,208 shares; 2025Q2: 5,670 shares; 2025Q3: 5,332 shares 5,332 $852K 0.01% -338 Timeline COWZ 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: 27,947 shares; 2024Q4: 12,224 shares; 2025Q1: 24,463 shares; 2025Q2: 15,467 shares; 2025Q3: 14,644 shares 14,644 $842K 0.01% -823 Timeline FMAR 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: 20,190 shares; 2024Q4: 24,977 shares; 2025Q1: 20,756 shares; 2025Q2: 18,136 shares; 2025Q3: 18,073 shares 18,073 $838K 0.01% -63 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: 3,956 shares; 2024Q4: 3,370 shares; 2025Q1: 3,595 shares; 2025Q2: 3,008 shares; 2025Q3: 2,590 shares 2,590 $837K 0.01% -418 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: 19,718 shares; 2024Q4: 17,533 shares; 2025Q1: 22,537 shares; 2025Q2: 21,105 shares; 2025Q3: 19,850 shares 19,850 $835K 0.01% -1,255 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,425 shares; 2024Q4: 79,996 shares; 2025Q1: 79,348 shares; 2025Q2: 12,504 shares; 2025Q3: 13,168 shares 13,168 $834K 0.01% +664 Timeline UNOV 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: 21,486 shares; 2024Q4: 23,913 shares; 2025Q1: 24,062 shares; 2025Q2: 22,374 shares; 2025Q3: 22,163 shares 22,163 $830K 0.01% -211 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: 13,468 shares; 2024Q4: 11,864 shares; 2025Q1: 12,469 shares; 2025Q2: 31,474 shares; 2025Q3: 33,675 shares 33,675 $828K 0.01% +2,201 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,460 shares; 2025Q1: 9,211 shares; 2025Q2: 7,990 shares; 2025Q3: 8,305 shares 8,305 $825K 0.01% +315 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,555 shares; 2024Q4: 24,931 shares; 2025Q1: 24,506 shares; 2025Q2: 1,780 shares; 2025Q3: 2,034 shares 2,034 $823K 0.01% +254 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,049 shares; 2025Q1: 10,620 shares; 2025Q2: 10,199 shares; 2025Q3: 22,721 shares 22,721 $818K 0.01% +12,522 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,820 shares; 2025Q1: 7,708 shares; 2025Q2: 10,547 shares; 2025Q3: 17,152 shares 17,152 $816K 0.01% +6,605 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,672 shares; 2024Q4: 44,581 shares; 2025Q1: 33,660 shares; 2025Q2: 34,891 shares; 2025Q3: 34,079 shares 34,079 $808K 0.01% -812 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: 7,112 shares; 2024Q4: 7,687 shares; 2025Q1: 6,851 shares; 2025Q2: 6,214 shares; 2025Q3: 5,725 shares 5,725 $806K 0.01% -489 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,394 shares; 2025Q1: 8,691 shares; 2025Q2: 5,672 shares; 2025Q3: 5,983 shares 5,983 $804K 0.01% +311 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 2,761 shares; 2025Q1: 3,091 shares; 2025Q2: 3,313 shares; 2025Q3: 3,600 shares 3,600 $800K 0.01% +287 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 34,003 shares; 2025Q1: 35,274 shares; 2025Q2: 35,032 shares; 2025Q3: 15,648 shares 15,648 $799K 0.01% -19,384 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 4,282 shares; 2025Q1: 3,447 shares; 2025Q2: 4,343 shares; 2025Q3: 4,267 shares 4,267 $798K 0.01% -76 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,281 shares; 2025Q2: 1,673 shares; 2025Q3: 2,357 shares 2,357 $795K 0.01% +684 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 31,409 shares; 2025Q1: 29,386 shares; 2025Q2: 32,781 shares; 2025Q3: 36,043 shares 36,043 $791K 0.01% +3,262 Timeline AJUL 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: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 116,670 shares; 2025Q3: 27,631 shares 27,631 $791K 0.01% -89,039 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,903 shares; 2024Q4: 34,294 shares; 2025Q1: 21,268 shares; 2025Q2: 19,764 shares; 2025Q3: 19,247 shares 19,247 $790K 0.01% -517 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,827 shares; 2024Q4: 174,381 shares; 2025Q1: 125,926 shares; 2025Q2: 10,297 shares; 2025Q3: 11,503 shares 11,503 $788K 0.01% +1,206 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: 12,276 shares; 2024Q4: 12,251 shares; 2025Q1: 11,939 shares; 2025Q2: 11,790 shares; 2025Q3: 12,677 shares 12,677 $785K 0.01% +887 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 23,169 shares; 2025Q1: 24,356 shares; 2025Q2: 20,846 shares; 2025Q3: 22,614 shares 22,614 $779K <0.01% +1,768 Timeline NAUG 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: 26,871 shares; 2024Q4: 25,981 shares; 2025Q1: 25,831 shares; 2025Q2: 25,831 shares; 2025Q3: 26,621 shares 26,621 $771K <0.01% +790 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,418 shares; 2024Q4: 19,074 shares; 2025Q1: 19,335 shares; 2025Q2: 19,471 shares; 2025Q3: 19,087 shares 19,087 $770K <0.01% -384 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 181 shares; 2025Q1: 207 shares; 2025Q2: 230 shares; 2025Q3: 328 shares 328 $767K <0.01% +98 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,381 shares; 2025Q1: 6,631 shares; 2025Q2: 6,709 shares; 2025Q3: 8,449 shares 8,449 $767K <0.01% +1,740 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,709 shares; 2024Q4: 34,492 shares; 2025Q1: 33,648 shares; 2025Q2: 33,440 shares; 2025Q3: 16,485 shares 16,485 $766K <0.01% -16,955 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,179 shares; 2024Q4: 864,456 shares; 2025Q1: 758,506 shares; 2025Q2: 27,655 shares; 2025Q3: 33,271 shares 33,271 $763K <0.01% +5,616 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,476 shares; 2024Q4: 63,790 shares; 2025Q1: 45,611 shares; 2025Q2: 40,673 shares; 2025Q3: 26,542 shares 26,542 $759K <0.01% -14,131 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,329 shares; 2024Q4: 70,465 shares; 2025Q1: 75,147 shares; 2025Q2: 19,159 shares; 2025Q3: 10,051 shares 10,051 $751K <0.01% -9,108 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 34,906 shares; 2025Q3: 35,822 shares 35,822 $749K <0.01% +916 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,437 shares; 2025Q1: 2,158 shares; 2025Q2: 1,914 shares; 2025Q3: 2,664 shares 2,664 $744K <0.01% +750 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 5,467 shares; 2025Q3: 8,804 shares 8,804 $738K <0.01% +3,337 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 16,982 shares; 2025Q1: 14,931 shares; 2025Q2: 19,853 shares; 2025Q3: 28,549 shares 28,549 $738K <0.01% +8,696 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 1,815 shares; 2025Q2: 1,710 shares; 2025Q3: 2,624 shares 2,624 $737K <0.01% +914 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,221 shares; 2024Q4: 89,168 shares; 2025Q1: 95,701 shares; 2025Q2: 22,959 shares; 2025Q3: 10,681 shares 10,681 $736K <0.01% -12,278 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: not reported; 2025Q1: 7,214 shares; 2025Q2: 4,461 shares; 2025Q3: 8,048 shares 8,048 $735K <0.01% +3,587 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 9,855 shares; 2025Q1: 12,457 shares; 2025Q2: 15,749 shares; 2025Q3: 19,700 shares 19,700 $733K <0.01% +3,951 Timeline FDFF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,964 shares; 2025Q3: 20,224 shares 20,224 $732K <0.01% +10,260 Timeline REET 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: 33,141 shares; 2024Q4: 33,296 shares; 2025Q1: 32,300 shares; 2025Q2: 30,550 shares; 2025Q3: 28,575 shares 28,575 $730K <0.01% -1,975 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: not reported; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 228 shares; 2025Q3: 7,387 shares 7,387 $729K <0.01% +7,159 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 374 shares; 2025Q2: 734 shares; 2025Q3: 758 shares 758 $722K <0.01% +24 Timeline NJAN 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: 19,252 shares; 2024Q4: 11,112 shares; 2025Q1: 22,838 shares; 2025Q2: 13,262 shares; 2025Q3: 13,522 shares 13,522 $719K <0.01% +260 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 8,246 shares; 2025Q1: 9,180 shares; 2025Q2: 9,602 shares; 2025Q3: 9,890 shares 9,890 $719K <0.01% +288 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: 5,450 shares; 2024Q4: 5,856 shares; 2025Q1: 6,787 shares; 2025Q2: 7,193 shares; 2025Q3: 7,395 shares 7,395 $714K <0.01% +202 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: 7,865 shares; 2024Q4: 4,590 shares; 2025Q1: 8,943 shares; 2025Q2: 10,349 shares; 2025Q3: 10,549 shares 10,549 $713K <0.01% +200 Timeline AOA 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: 7,444 shares; 2024Q4: 8,304 shares; 2025Q1: 8,420 shares; 2025Q2: 8,287 shares; 2025Q3: 8,074 shares 8,074 $712K <0.01% -213 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,604 shares; 2025Q1: 6,244 shares; 2025Q2: 7,220 shares; 2025Q3: 8,639 shares 8,639 $709K <0.01% +1,419 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: 5,938 shares; 2024Q4: 5,440 shares; 2025Q1: 6,632 shares; 2025Q2: 8,812 shares; 2025Q3: 9,663 shares 9,663 $708K <0.01% +851 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,068 shares; 2025Q1: 9,860 shares; 2025Q2: 9,631 shares; 2025Q3: 11,025 shares 11,025 $707K <0.01% +1,394 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: 7,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 13,317 shares 13,317 $707K <0.01% +2,389 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 8,374 shares; 2025Q1: 8,112 shares; 2025Q2: 8,224 shares; 2025Q3: 9,068 shares 9,068 $706K <0.01% +844 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,482 shares; 2025Q1: 6,710 shares; 2025Q2: 5,552 shares; 2025Q3: 11,141 shares 11,141 $702K <0.01% +5,589 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 6,038 shares; 2025Q1: 7,282 shares; 2025Q2: 6,217 shares; 2025Q3: 5,085 shares 5,085 $701K <0.01% -1,132 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 34,233 shares; 2025Q1: 31,674 shares; 2025Q2: 29,974 shares; 2025Q3: 27,677 shares 27,677 $698K <0.01% -2,297 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,785 shares; 2024Q4: 19,901 shares; 2025Q1: 21,356 shares; 2025Q2: 19,212 shares; 2025Q3: 16,541 shares 16,541 $695K <0.01% -2,671 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,683 shares; 2025Q2: 7,949 shares; 2025Q3: 14,491 shares 14,491 $695K <0.01% +6,542 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: 1,136 shares; 2024Q4: 1,165 shares; 2025Q1: 1,164 shares; 2025Q2: 2,468 shares; 2025Q3: 1,772 shares 1,772 $694K <0.01% -696 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,312 shares; 2025Q1: 1,728 shares; 2025Q2: 1,354 shares; 2025Q3: 1,983 shares 1,983 $693K <0.01% +629 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 10,681 shares 10,681 $691K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,524 shares; 2025Q1: 1,686 shares; 2025Q2: 2,449 shares; 2025Q3: 2,511 shares 2,511 $685K <0.01% +62 Timeline LGLV 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: 2,504 shares; 2025Q1: 2,459 shares; 2025Q2: 2,353 shares; 2025Q3: 3,842 shares 3,842 $684K <0.01% +1,489 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 1,164 shares 1,164 $682K <0.01% new 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: 8,485 shares; 2024Q4: 27,774 shares; 2025Q1: 33,325 shares; 2025Q2: 25,449 shares; 2025Q3: 26,498 shares 26,498 $681K <0.01% +1,049 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,157 shares; 2024Q4: 9,821 shares; 2025Q1: 6,800 shares; 2025Q2: 5,968 shares; 2025Q3: 6,091 shares 6,091 $681K <0.01% +123 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: 845 shares; 2025Q3: 823 shares 823 $679K <0.01% -22 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,503 shares; 2025Q1: 4,316 shares; 2025Q2: 4,633 shares; 2025Q3: 5,508 shares 5,508 $679K <0.01% +875 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: 6,104 shares; 2024Q4: 6,968 shares; 2025Q1: 5,097 shares; 2025Q2: 4,833 shares; 2025Q3: 4,161 shares 4,161 $676K <0.01% -672 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,076 shares; 2025Q1: 5,006 shares; 2025Q2: 5,352 shares; 2025Q3: 7,964 shares 7,964 $674K <0.01% +2,612 Timeline FAUG 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: 46,941 shares; 2024Q4: 37,882 shares; 2025Q1: 20,903 shares; 2025Q2: 15,021 shares; 2025Q3: 12,967 shares 12,967 $673K <0.01% -2,054 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: 52,500 shares; 2024Q4: 67,429 shares; 2025Q1: 64,597 shares; 2025Q2: 48,532 shares; 2025Q3: 26,316 shares 26,316 $673K <0.01% -22,216 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: 11,967 shares; 2024Q4: 9,988 shares; 2025Q1: 14,904 shares; 2025Q2: 15,564 shares; 2025Q3: 19,188 shares 19,188 $673K <0.01% +3,624 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,489 shares; 2024Q4: 17,241 shares; 2025Q1: 17,191 shares; 2025Q2: 16,802 shares; 2025Q3: 16,955 shares 16,955 $672K <0.01% +153 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,477 shares; 2024Q4: 30,737 shares; 2025Q1: 28,799 shares; 2025Q2: 25,457 shares; 2025Q3: 26,483 shares 26,483 $665K <0.01% +1,026 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,447 shares; 2024Q4: 97,451 shares; 2025Q1: 43,161 shares; 2025Q2: 35,780 shares; 2025Q3: 34,260 shares 34,260 $658K <0.01% -1,520 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,865 shares; 2025Q1: 2,488 shares; 2025Q2: 2,211 shares; 2025Q3: 2,198 shares 2,198 $658K <0.01% -13 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,825 shares; 2025Q1: 133,982 shares; 2025Q2: 8,525 shares; 2025Q3: 8,436 shares 8,436 $656K <0.01% -89 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY 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: 5,190 shares 5,190 $650K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,834 shares; 2025Q1: 9,390 shares; 2025Q2: 9,613 shares; 2025Q3: 9,827 shares 9,827 $649K <0.01% +214 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 10,252 shares; 2025Q1: 11,149 shares; 2025Q2: 10,931 shares; 2025Q3: 12,948 shares 12,948 $648K <0.01% +2,017 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,670 shares; 2024Q4: 50,602 shares; 2025Q1: 13,263 shares; 2025Q2: 6,593 shares; 2025Q3: 21,368 shares 21,368 $647K <0.01% +14,775 Timeline IGLB 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: 11,752 shares; 2024Q4: 70 shares; 2025Q1: 13,187 shares; 2025Q2: 12,698 shares; 2025Q3: 12,552 shares 12,552 $647K <0.01% -146 Timeline 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: 13,848 shares; 2024Q4: 25,409 shares; 2025Q1: 18,875 shares; 2025Q2: 16,388 shares; 2025Q3: 16,818 shares 16,818 $645K <0.01% +430 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: 35,639 shares; 2024Q4: 10,424 shares; 2025Q1: 13,240 shares; 2025Q2: 11,867 shares; 2025Q3: 13,647 shares 13,647 $645K <0.01% +1,780 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: 7,571 shares; 2024Q4: 7,290 shares; 2025Q1: 8,759 shares; 2025Q2: 11,023 shares; 2025Q3: 10,784 shares 10,784 $644K <0.01% -239 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,173 shares; 2024Q4: 9,859 shares; 2025Q1: 11,768 shares; 2025Q2: 9,990 shares; 2025Q3: 12,680 shares 12,680 $642K <0.01% +2,690 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: 24,892 shares; 2024Q4: 20,101 shares; 2025Q1: 205,709 shares; 2025Q2: 17,969 shares; 2025Q3: 16,181 shares 16,181 $641K <0.01% -1,788 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 8,458 shares; 2025Q3: 7,729 shares 7,729 $641K <0.01% -729 Timeline CATH 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: 7,928 shares; 2024Q4: 7,947 shares; 2025Q1: 7,853 shares; 2025Q2: 7,857 shares; 2025Q3: 7,902 shares 7,902 $641K <0.01% +45 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 9,722 shares; 2025Q1: 13,434 shares; 2025Q2: 14,135 shares; 2025Q3: 14,279 shares 14,279 $638K <0.01% +144 Timeline EPS 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: 14 shares; 2025Q1: 14 shares; 2025Q2: 428 shares; 2025Q3: 9,238 shares 9,238 $637K <0.01% +8,810 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: 6,166 shares; 2024Q4: 6,400 shares; 2025Q1: 6,810 shares; 2025Q2: 4,788 shares; 2025Q3: 5,179 shares 5,179 $635K <0.01% +391 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,524 shares; 2025Q1: 5,375 shares; 2025Q2: 5,352 shares; 2025Q3: 3,628 shares 3,628 $631K <0.01% -1,724 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,370 shares; 2024Q4: 84,222 shares; 2025Q1: 87,771 shares; 2025Q2: 18,706 shares; 2025Q3: 7,485 shares 7,485 $623K <0.01% -11,221 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,070 shares; 2025Q1: 3,448 shares; 2025Q2: 3,121 shares; 2025Q3: 3,117 shares 3,117 $622K <0.01% -4 Timeline FJUL 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: 21,131 shares; 2024Q4: 20,452 shares; 2025Q1: 19,515 shares; 2025Q2: 11,568 shares; 2025Q3: 11,336 shares 11,336 $620K <0.01% -232 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP 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: 3,571 shares 3,571 $617K <0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,636 shares; 2025Q1: 12,124 shares; 2025Q2: 11,888 shares; 2025Q3: 11,545 shares 11,545 $616K <0.01% -343 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: 31,966 shares; 2024Q4: 26,575 shares; 2025Q1: 27,659 shares; 2025Q2: 29,745 shares; 2025Q3: 31,504 shares 31,504 $615K <0.01% +1,759 Timeline TAXX 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: not reported; 2025Q2: not reported; 2025Q3: 11,967 shares 11,967 $610K <0.01% new 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: 7,550 shares; 2024Q4: 7,075 shares; 2025Q1: 7,442 shares; 2025Q2: 7,511 shares; 2025Q3: 8,937 shares 8,937 $604K <0.01% +1,426 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 12,252 shares; 2025Q1: 22,474 shares; 2025Q2: 10,669 shares; 2025Q3: 12,208 shares 12,208 $603K <0.01% +1,539 Timeline USIG 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: 774,176 shares; 2024Q4: 789,085 shares; 2025Q1: 744,128 shares; 2025Q2: 10,950 shares; 2025Q3: 11,479 shares 11,479 $599K <0.01% +529 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,271 shares; 2025Q1: 3,191 shares; 2025Q2: 3,254 shares; 2025Q3: 3,255 shares 3,255 $599K <0.01% +1 Timeline SDY 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: 4,422 shares; 2024Q4: 4,578 shares; 2025Q1: 4,400 shares; 2025Q2: 4,404 shares; 2025Q3: 4,274 shares 4,274 $599K <0.01% -130 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,089 shares; 2024Q4: 17,657 shares; 2025Q1: 21,276 shares; 2025Q2: 19,522 shares; 2025Q3: 18,738 shares 18,738 $598K <0.01% -784 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 13,138 shares; 2025Q1: 28,690 shares; 2025Q2: 29,730 shares; 2025Q3: 23,426 shares 23,426 $598K <0.01% -6,304 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: 4,250 shares; 2024Q4: 5,969 shares; 2025Q1: 9,779 shares; 2025Q2: 7,722 shares; 2025Q3: 7,127 shares 7,127 $597K <0.01% -595 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,280 shares; 2025Q1: 2,040 shares; 2025Q2: 1,862 shares; 2025Q3: 3,189 shares 3,189 $597K <0.01% +1,327 Timeline TQQQ 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: 4,064 shares; 2024Q4: 5,223 shares; 2025Q1: 4,157 shares; 2025Q2: 5,745 shares; 2025Q3: 5,753 shares 5,753 $595K <0.01% +8 Timeline PSLV 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: 52,015 shares; 2024Q4: 35,613 shares; 2025Q1: 36,952 shares; 2025Q2: 24,525 shares; 2025Q3: 37,701 shares 37,701 $592K <0.01% +13,176 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: 5,079 shares; 2024Q4: 9,867 shares; 2025Q1: 6,284 shares; 2025Q2: 5,625 shares; 2025Q3: 6,542 shares 6,542 $589K <0.01% +917 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,205 shares; 2024Q4: 57,181 shares; 2025Q1: 26,464 shares; 2025Q2: 17,207 shares; 2025Q3: 19,260 shares 19,260 $587K <0.01% +2,053 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,659 shares; 2025Q1: 2,479 shares; 2025Q2: 2,688 shares; 2025Q3: 3,077 shares 3,077 $586K <0.01% +389 Timeline BFEB 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: 12,691 shares; 2024Q4: 11,060 shares; 2025Q1: 12,878 shares; 2025Q2: 12,878 shares; 2025Q3: 12,346 shares 12,346 $583K <0.01% -532 Timeline PRFD 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: 117,540 shares; 2024Q4: 11,464 shares; 2025Q1: 11,424 shares; 2025Q2: 12,033 shares; 2025Q3: 11,193 shares 11,193 $580K <0.01% -840 Timeline REZ 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: 16,938 shares; 2024Q4: 16,493 shares; 2025Q1: 15,634 shares; 2025Q2: 14,740 shares; 2025Q3: 6,816 shares 6,816 $579K <0.01% -7,924 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,586 shares; 2024Q4: 8,067 shares; 2025Q1: 7,631 shares; 2025Q2: 5,820 shares; 2025Q3: 5,569 shares 5,569 $577K <0.01% -251 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: 17,440 shares; 2024Q4: 15,001 shares; 2025Q1: 18,106 shares; 2025Q2: 18,620 shares; 2025Q3: 21,790 shares 21,790 $576K <0.01% +3,170 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: 14,050 shares; 2024Q4: 18,189 shares; 2025Q1: 13,430 shares; 2025Q2: 15,442 shares; 2025Q3: 17,229 shares 17,229 $573K <0.01% +1,787 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: not reported; 2024Q4: 11,026 shares; 2025Q1: 14,825 shares; 2025Q2: 13,400 shares; 2025Q3: 12,477 shares 12,477 $572K <0.01% -923 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: not reported; 2024Q4: 949 shares; 2025Q1: 1,100 shares; 2025Q2: 1,098 shares; 2025Q3: 2,429 shares 2,429 $571K <0.01% +1,331 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: not reported; 2024Q4: 2,895 shares; 2025Q1: 5,564 shares; 2025Q2: 7,133 shares; 2025Q3: 2,809 shares 2,809 $570K <0.01% -4,324 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,932 shares; 2025Q1: 2,083 shares; 2025Q2: 3,013 shares; 2025Q3: 3,188 shares 3,188 $568K <0.01% +175 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: 5,392 shares; 2024Q4: 6,064 shares; 2025Q1: 6,193 shares; 2025Q2: 6,715 shares; 2025Q3: 7,447 shares 7,447 $566K <0.01% +732 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: 90,554 shares; 2024Q4: 50,078 shares; 2025Q1: 46,587 shares; 2025Q2: 57,419 shares; 2025Q3: 24,682 shares 24,682 $566K <0.01% -32,737 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: 58,651 shares; 2024Q4: 23,567 shares; 2025Q1: 31,037 shares; 2025Q2: 29,249 shares; 2025Q3: 3,439 shares 3,439 $566K <0.01% -25,810 Timeline FFEB 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: 56,907 shares; 2024Q4: 17,189 shares; 2025Q1: 19,373 shares; 2025Q2: 10,237 shares; 2025Q3: 10,236 shares 10,236 $564K <0.01% -1 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,928 shares 3,928 $564K <0.01% new Timeline BMAY 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: 16,063 shares; 2024Q4: 14,873 shares; 2025Q1: 13,174 shares; 2025Q2: 13,142 shares; 2025Q3: 12,875 shares 12,875 $564K <0.01% -267 Timeline HAWX 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: 23,643 shares; 2024Q4: 19,918 shares; 2025Q1: 16,641 shares; 2025Q2: 16,368 shares; 2025Q3: 14,908 shares 14,908 $564K <0.01% -1,460 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: 7,076 shares; 2024Q4: 6,884 shares; 2025Q1: 6,836 shares; 2025Q2: 7,331 shares; 2025Q3: 6,326 shares 6,326 $561K <0.01% -1,005 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,145 shares; 2025Q1: not reported; 2025Q2: 50,164 shares; 2025Q3: 67,617 shares 67,617 $560K <0.01% +17,453 Timeline SPFF 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: 29,758 shares; 2024Q4: 33,618 shares; 2025Q1: 43,382 shares; 2025Q2: 50,036 shares; 2025Q3: 60,373 shares 60,373 $558K <0.01% +10,337 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 10,048 shares; 2025Q1: 9,413 shares; 2025Q2: 9,387 shares; 2025Q3: 10,987 shares 10,987 $556K <0.01% +1,600 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: 7,106 shares; 2024Q4: 22,812 shares; 2025Q1: 32,523 shares; 2025Q2: 33,027 shares; 2025Q3: 9,069 shares 9,069 $553K <0.01% -23,958 Timeline OVL 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: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 10,555 shares 10,555 $552K <0.01% +8,065 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,648 shares; 2025Q1: 7,882 shares; 2025Q2: 16,283 shares; 2025Q3: 18,624 shares 18,624 $552K <0.01% +2,341 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,446 shares; 2024Q4: 53,481 shares; 2025Q1: 63,868 shares; 2025Q2: 2,133 shares; 2025Q3: 1,631 shares 1,631 $551K <0.01% -502 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: 53,470 shares; 2024Q4: 54,316 shares; 2025Q1: 55,255 shares; 2025Q2: 8,077 shares; 2025Q3: 11,177 shares 11,177 $548K <0.01% +3,100 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,316 shares; 2024Q4: 26,924 shares; 2025Q1: 26,108 shares; 2025Q2: 28,413 shares; 2025Q3: 28,966 shares 28,966 $548K <0.01% +553 Timeline UMAY 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: 16,275 shares; 2024Q4: 16,169 shares; 2025Q1: 15,234 shares; 2025Q2: 15,404 shares; 2025Q3: 15,270 shares 15,270 $548K <0.01% -134 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 2,041 shares; 2025Q1: 858 shares; 2025Q2: 817 shares; 2025Q3: 841 shares 841 $547K <0.01% +24 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,884 shares; 2025Q1: 4,734 shares; 2025Q2: 4,741 shares; 2025Q3: 5,240 shares 5,240 $546K <0.01% +499 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: 2,079 shares; 2024Q4: 2,267 shares; 2025Q1: 2,303 shares; 2025Q2: 3,403 shares; 2025Q3: 3,635 shares 3,635 $545K <0.01% +232 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,575 shares; 2024Q4: 151,056 shares; 2025Q1: 167,532 shares; 2025Q2: 42,182 shares; 2025Q3: 50,440 shares 50,440 $539K <0.01% +8,258 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 5,759 shares; 2025Q1: 4,336 shares; 2025Q2: 4,045 shares; 2025Q3: 4,950 shares 4,950 $539K <0.01% +905 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES 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: 3,182 shares; 2025Q2: 3,123 shares; 2025Q3: 2,919 shares 2,919 $538K <0.01% -204 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: 18,238 shares; 2025Q1: 10,555 shares; 2025Q2: 8,225 shares; 2025Q3: 5,365 shares 5,365 $538K <0.01% -2,860 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: 4,096 shares; 2024Q4: 5,918 shares; 2025Q1: 6,392 shares; 2025Q2: 6,141 shares; 2025Q3: 8,449 shares 8,449 $537K <0.01% +2,308 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,712 shares; 2024Q4: 207,901 shares; 2025Q1: 234,472 shares; 2025Q2: 12,515 shares; 2025Q3: 12,460 shares 12,460 $537K <0.01% -55 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,639 shares; 2025Q1: 1,582 shares; 2025Q2: 1,622 shares; 2025Q3: 2,060 shares 2,060 $537K <0.01% +438 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,610 shares; 2025Q1: 2,583 shares; 2025Q2: 2,626 shares; 2025Q3: 2,118 shares 2,118 $535K <0.01% -508 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,898 shares; 2025Q1: 6,753 shares; 2025Q2: 7,369 shares; 2025Q3: 7,531 shares 7,531 $535K <0.01% +162 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,264 shares; 2025Q1: 1,312 shares; 2025Q2: 1,711 shares; 2025Q3: 1,456 shares 1,456 $531K <0.01% -255 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: 7,927 shares; 2024Q4: 12,649 shares; 2025Q1: 14,975 shares; 2025Q2: 15,771 shares; 2025Q3: 13,530 shares 13,530 $530K <0.01% -2,241 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 8,025 shares; 2025Q1: 7,878 shares; 2025Q2: 10,871 shares; 2025Q3: 11,364 shares 11,364 $530K <0.01% +493 Timeline EMLC 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: 25,408 shares; 2024Q4: 27,101 shares; 2025Q1: 18,487 shares; 2025Q2: 17,625 shares; 2025Q3: 20,753 shares 20,753 $529K <0.01% +3,128 Timeline REM 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: 30,082 shares; 2024Q4: 30,301 shares; 2025Q1: 28,585 shares; 2025Q2: 29,425 shares; 2025Q3: 23,942 shares 23,942 $526K <0.01% -5,483 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,651 shares 1,651 $525K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,524 shares; 2024Q4: 51,729 shares; 2025Q1: 56,737 shares; 2025Q2: 11,868 shares; 2025Q3: 2,387 shares 2,387 $524K <0.01% -9,481 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 8,965 shares; 2025Q3: 11,318 shares 11,318 $521K <0.01% +2,353 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,419 shares; 2025Q1: 12,961 shares; 2025Q2: 17,862 shares; 2025Q3: 22,299 shares 22,299 $520K <0.01% +4,437 Timeline KNGZ 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: 7,250 shares; 2024Q4: 9,582 shares; 2025Q1: 9,711 shares; 2025Q2: 12,019 shares; 2025Q3: 14,502 shares 14,502 $519K <0.01% +2,483 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,964 shares; 2025Q1: 11,011 shares; 2025Q2: 12,936 shares; 2025Q3: 19,323 shares 19,323 $519K <0.01% +6,387 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,101 shares; 2025Q1: 14,645 shares; 2025Q2: 15,227 shares; 2025Q3: 14,749 shares 14,749 $519K <0.01% -478 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,684 shares; 2025Q1: 2,374 shares; 2025Q2: 2,070 shares; 2025Q3: 3,216 shares 3,216 $517K <0.01% +1,146 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,425 shares; 2024Q4: 14,966 shares; 2025Q1: 456,936 shares; 2025Q2: 20,647 shares; 2025Q3: 22,847 shares 22,847 $517K <0.01% +2,200 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: 2,257 shares; 2024Q4: 2,688 shares; 2025Q1: 2,849 shares; 2025Q2: 3,771 shares; 2025Q3: 3,785 shares 3,785 $513K <0.01% +14 Timeline FTDS 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: 4,654 shares; 2024Q4: 6,146 shares; 2025Q1: 6,227 shares; 2025Q2: 7,662 shares; 2025Q3: 9,203 shares 9,203 $512K <0.01% +1,541 Timeline PTIR GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 854 shares; 2025Q3: 15,753 shares 15,753 $511K <0.01% +14,899 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: 43,351 shares; 2024Q4: 71,678 shares; 2025Q1: 39,528 shares; 2025Q2: 16,879 shares; 2025Q3: 16,160 shares 16,160 $511K <0.01% -719 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: 3,800 shares; 2024Q4: 3,535 shares; 2025Q1: 3,583 shares; 2025Q2: 3,591 shares; 2025Q3: 3,287 shares 3,287 $511K <0.01% -304 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 3,343 shares; 2025Q1: 2,570 shares; 2025Q2: 2,268 shares; 2025Q3: 2,151 shares 2,151 $507K <0.01% -117 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,395 shares; 2025Q1: 1,396 shares; 2025Q2: 2,576 shares; 2025Q3: 2,699 shares 2,699 $507K <0.01% +123 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 1,109 shares; 2025Q1: 6,094 shares; 2025Q2: 5,591 shares; 2025Q3: 1,674 shares 1,674 $506K <0.01% -3,917 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: 4,112 shares; 2024Q4: 6,175 shares; 2025Q1: 5,988 shares; 2025Q2: 5,404 shares; 2025Q3: 5,479 shares 5,479 $506K <0.01% +75 Timeline BJUN 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: 13,197 shares; 2024Q4: 11,377 shares; 2025Q1: 11,377 shares; 2025Q2: 11,458 shares; 2025Q3: 11,028 shares 11,028 $504K <0.01% -430 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,171 shares; 2025Q1: 1,537 shares; 2025Q2: 1,473 shares; 2025Q3: 2,133 shares 2,133 $503K <0.01% +660 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: not reported; 2024Q4: 1,160 shares; 2025Q1: 1,107 shares; 2025Q2: 1,236 shares; 2025Q3: 1,749 shares 1,749 $502K <0.01% +513 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,673 shares; 2025Q1: 22,687 shares; 2025Q2: 22,175 shares; 2025Q3: 22,423 shares 22,423 $500K <0.01% +248 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 5,914 shares; 2025Q1: 3,992 shares; 2025Q2: 3,465 shares; 2025Q3: 2,853 shares 2,853 $499K <0.01% -612 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 787 shares; 2025Q1: 581 shares; 2025Q2: 721 shares; 2025Q3: 1,398 shares 1,398 $499K <0.01% +677 Timeline DLN 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: 5,279 shares; 2024Q4: 5,284 shares; 2025Q1: 4,881 shares; 2025Q2: 5,724 shares; 2025Q3: 5,708 shares 5,708 $497K <0.01% -16 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 9,050 shares; 2025Q1: 7,873 shares; 2025Q2: 7,817 shares; 2025Q3: 3,384 shares 3,384 $493K <0.01% -4,433 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 4,753 shares; 2025Q1: 5,742 shares; 2025Q2: 5,700 shares; 2025Q3: 8,886 shares 8,886 $493K <0.01% +3,186 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 7,446 shares; 2025Q1: 8,559 shares; 2025Q2: 8,910 shares; 2025Q3: 8,830 shares 8,830 $492K <0.01% -80 Timeline ZOCT 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: 21,272 shares; 2025Q1: 21,534 shares; 2025Q2: 18,393 shares; 2025Q3: 18,393 shares 18,393 $489K <0.01% 0 Timeline QBUF 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: 265 shares; 2025Q2: 21,411 shares; 2025Q3: 17,009 shares 17,009 $488K <0.01% -4,402 Timeline SDIV 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: 10,689 shares; 2025Q1: 11,796 shares; 2025Q2: 14,518 shares; 2025Q3: 20,236 shares 20,236 $485K <0.01% +5,718 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 2,344 shares; 2025Q2: 2,578 shares; 2025Q3: 2,735 shares 2,735 $485K <0.01% +157 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 968 shares; 2025Q3: 1,781 shares 1,781 $484K <0.01% +813 Timeline JCPB 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: 508 shares; 2025Q1: 514 shares; 2025Q2: 593 shares; 2025Q3: 10,174 shares 10,174 $484K <0.01% +9,581 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,235 shares; 2024Q4: 27,320 shares; 2025Q1: 32,079 shares; 2025Q2: 33,123 shares; 2025Q3: 50,841 shares 50,841 $482K <0.01% +17,718 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE 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: 20,671 shares; 2025Q1: 21,406 shares; 2025Q2: 21,186 shares; 2025Q3: 20,612 shares 20,612 $481K <0.01% -574 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,134 shares; 2025Q1: 2,286 shares; 2025Q2: 3,532 shares; 2025Q3: 3,442 shares 3,442 $480K <0.01% -90 Timeline MGOV 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: not reported; 2025Q3: 23,420 shares 23,420 $479K <0.01% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,903 shares; 2024Q4: 4,037 shares; 2025Q1: 4,016 shares; 2025Q2: 1,736 shares; 2025Q3: 2,822 shares 2,822 $474K <0.01% +1,086 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 16,613 shares; 2025Q1: 10,254 shares; 2025Q2: 12,070 shares; 2025Q3: 11,856 shares 11,856 $473K <0.01% -214 Timeline ZJAN 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: 17,499 shares; 2025Q2: 17,272 shares; 2025Q3: 17,583 shares 17,583 $473K <0.01% +311 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: not reported; 2024Q4: 2,101 shares; 2025Q1: 15,467 shares; 2025Q2: 18,952 shares; 2025Q3: 14,789 shares 14,789 $471K <0.01% -4,163 Timeline AHYB 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: 2,730 shares; 2025Q1: 5,527 shares; 2025Q2: 7,440 shares; 2025Q3: 10,044 shares 10,044 $471K <0.01% +2,604 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,332 shares; 2024Q4: 211,812 shares; 2025Q1: 229,291 shares; 2025Q2: 110,311 shares; 2025Q3: 57,187 shares 57,187 $468K <0.01% -53,124