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: not reported; 2025Q3: 5,289 shares 5,289 $1.44M 0.04% new Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,069 shares; 2025Q3: 59,554 shares 59,554 $1.44M 0.04% +50,485 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: 1,872 shares; 2024Q4: not reported; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 9,805 shares 9,805 $1.43M 0.04% +2,001 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,154 shares; 2024Q4: 11,008 shares; 2025Q1: 12,970 shares; 2025Q2: 13,084 shares; 2025Q3: 12,517 shares 12,517 $1.43M 0.03% -567 Timeline IWR 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: 3,263 shares; 2024Q4: 3,835 shares; 2025Q1: 3,669 shares; 2025Q2: 12,580 shares; 2025Q3: 14,756 shares 14,756 $1.42M 0.03% +2,176 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 25,136 shares; 2025Q1: 26,475 shares; 2025Q2: 24,450 shares; 2025Q3: 23,163 shares 23,163 $1.42M 0.03% -1,287 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: 2,119 shares; 2025Q1: 3,302 shares; 2025Q2: 7,305 shares; 2025Q3: 8,000 shares 8,000 $1.42M 0.03% +695 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,059 shares; 2025Q1: 3,295 shares; 2025Q2: 4,333 shares; 2025Q3: 4,702 shares 4,702 $1.41M 0.03% +369 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 9,243 shares; 2025Q2: 8,780 shares; 2025Q3: 11,098 shares 11,098 $1.41M 0.03% +2,318 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,556 shares; 2025Q1: 4,631 shares; 2025Q2: 5,068 shares; 2025Q3: 5,415 shares 5,415 $1.41M 0.03% +347 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,657 shares; 2025Q3: 18,063 shares 18,063 $1.4M 0.03% +406 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: 12,762 shares; 2024Q4: 8,976 shares; 2025Q1: 9,311 shares; 2025Q2: 11,195 shares; 2025Q3: 18,205 shares 18,205 $1.4M 0.03% +7,010 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: not reported; 2024Q4: not reported; 2025Q1: 15,246 shares; 2025Q2: 15,558 shares; 2025Q3: 17,862 shares 17,862 $1.39M 0.03% +2,304 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,258 shares; 2025Q3: 75,889 shares 75,889 $1.38M 0.03% +631 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,301 shares; 2025Q3: 32,202 shares 32,202 $1.38M 0.03% +18,901 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: 4,528 shares; 2024Q4: 4,561 shares; 2025Q1: 11,388 shares; 2025Q2: 5,168 shares; 2025Q3: 5,864 shares 5,864 $1.38M 0.03% +696 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,528 shares; 2025Q2: 14,142 shares; 2025Q3: 15,137 shares 15,137 $1.38M 0.03% +995 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 22,660 shares; 2025Q3: 22,957 shares 22,957 $1.37M 0.03% +297 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 3,446 shares; 2025Q2: 10,930 shares; 2025Q3: 11,897 shares 11,897 $1.36M 0.03% +967 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 864 shares; 2025Q1: 860 shares; 2025Q2: 929 shares; 2025Q3: 2,762 shares 2,762 $1.36M 0.03% +1,833 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,862 shares; 2024Q4: 66,282 shares; 2025Q1: 85,177 shares; 2025Q2: 89,904 shares; 2025Q3: 113,676 shares 113,676 $1.36M 0.03% +23,772 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: 4,295 shares; 2024Q4: 4,144 shares; 2025Q1: 8,634 shares; 2025Q2: 8,820 shares; 2025Q3: 9,015 shares 9,015 $1.35M 0.03% +195 Timeline SHV 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: 6,170 shares; 2024Q4: 5,399 shares; 2025Q1: 11,100 shares; 2025Q2: 12,584 shares; 2025Q3: 12,116 shares 12,116 $1.34M 0.03% -468 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: 11,318 shares; 2024Q4: not reported; 2025Q1: 73,664 shares; 2025Q2: 76,096 shares; 2025Q3: 84,605 shares 84,605 $1.33M 0.03% +8,509 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,486 shares; 2025Q1: 13,633 shares; 2025Q2: 17,139 shares; 2025Q3: 19,588 shares 19,588 $1.32M 0.03% +2,449 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,430 shares; 2024Q4: 16,347 shares; 2025Q1: 20,834 shares; 2025Q2: 22,756 shares; 2025Q3: 22,438 shares 22,438 $1.32M 0.03% -318 Timeline XMAR 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: 45,731 shares; 2024Q4: 38,745 shares; 2025Q1: 40,100 shares; 2025Q2: 33,518 shares; 2025Q3: 33,517 shares 33,517 $1.31M 0.03% -1 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: 6,509 shares; 2024Q4: 8,004 shares; 2025Q1: 9,675 shares; 2025Q2: 23,727 shares; 2025Q3: 24,360 shares 24,360 $1.3M 0.03% +633 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: 9,501 shares; 2024Q4: 8,103 shares; 2025Q1: 8,338 shares; 2025Q2: 8,706 shares; 2025Q3: 16,115 shares 16,115 $1.3M 0.03% +7,409 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,731 shares; 2025Q2: 24,666 shares; 2025Q3: 24,827 shares 24,827 $1.3M 0.03% +161 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 2,675 shares 2,675 $1.3M 0.03% +1,876 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 2,660 shares; 2025Q1: 2,824 shares; 2025Q2: 4,140 shares; 2025Q3: 5,506 shares 5,506 $1.29M 0.03% +1,366 Timeline IEF 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: 9,049 shares; 2024Q4: 11,433 shares; 2025Q1: 10,363 shares; 2025Q2: 13,640 shares; 2025Q3: 13,370 shares 13,370 $1.29M 0.03% -270 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 4,049 shares; 2025Q3: 4,086 shares 4,086 $1.29M 0.03% +37 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: not reported; 2024Q4: not reported; 2025Q1: 11,967 shares; 2025Q2: 12,268 shares; 2025Q3: 13,081 shares 13,081 $1.28M 0.03% +813 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,789 shares; 2025Q2: 36,789 shares; 2025Q3: 36,597 shares 36,597 $1.28M 0.03% -192 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 7,366 shares; 2025Q1: 16,722 shares; 2025Q2: 22,379 shares; 2025Q3: 27,054 shares 27,054 $1.27M 0.03% +4,675 Timeline BYLD 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: 47,895 shares; 2024Q4: 50,740 shares; 2025Q1: 48,327 shares; 2025Q2: 47,879 shares; 2025Q3: 55,335 shares 55,335 $1.27M 0.03% +7,456 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,945 shares; 2025Q3: 17,591 shares 17,591 $1.27M 0.03% +646 Timeline IYF 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: 5,818 shares; 2024Q4: 6,218 shares; 2025Q1: 7,687 shares; 2025Q2: 8,852 shares; 2025Q3: 9,984 shares 9,984 $1.26M 0.03% +1,132 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: 13,205 shares; 2024Q4: 12,269 shares; 2025Q1: 16,498 shares; 2025Q2: 22,388 shares; 2025Q3: 22,252 shares 22,252 $1.26M 0.03% -136 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,871 shares; 2024Q4: 105,587 shares; 2025Q1: 99,035 shares; 2025Q2: 103,954 shares; 2025Q3: 104,524 shares 104,524 $1.25M 0.03% +570 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,525 shares; 2025Q1: 3,375 shares; 2025Q2: 3,692 shares; 2025Q3: 5,189 shares 5,189 $1.25M 0.03% +1,497 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,843 shares; 2025Q1: 3,611 shares; 2025Q2: 12,981 shares; 2025Q3: 14,069 shares 14,069 $1.25M 0.03% +1,088 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 8,600 shares; 2025Q1: 9,160 shares; 2025Q2: 9,221 shares; 2025Q3: 9,227 shares 9,227 $1.25M 0.03% +6 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP 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: 68,503 shares; 2025Q2: 76,861 shares; 2025Q3: 79,503 shares 79,503 $1.24M 0.03% +2,642 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,434 shares; 2025Q3: 32,080 shares 32,080 $1.24M 0.03% +10,646 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: 9,182 shares; 2024Q4: 9,290 shares; 2025Q1: 38,649 shares; 2025Q2: 48,670 shares; 2025Q3: 50,193 shares 50,193 $1.23M 0.03% +1,523 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,831 shares; 2025Q2: 49,448 shares; 2025Q3: 49,797 shares 49,797 $1.23M 0.03% +349 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,196 shares; 2024Q4: 70,334 shares; 2025Q1: 70,899 shares; 2025Q2: 88,542 shares; 2025Q3: 99,924 shares 99,924 $1.23M 0.03% +11,382 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: 8,171 shares; 2024Q4: 8,443 shares; 2025Q1: 40,090 shares; 2025Q2: 39,317 shares; 2025Q3: 47,962 shares 47,962 $1.23M 0.03% +8,645 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,101 shares; 2024Q4: 110,196 shares; 2025Q1: 110,196 shares; 2025Q2: 110,196 shares; 2025Q3: 110,196 shares 110,196 $1.22M 0.03% 0 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: 13,635 shares; 2024Q4: 11,959 shares; 2025Q1: 12,260 shares; 2025Q2: 24,165 shares; 2025Q3: 21,819 shares 21,819 $1.22M 0.03% -2,346 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: not reported; 2024Q4: not reported; 2025Q1: 18,144 shares; 2025Q2: 19,954 shares; 2025Q3: 24,294 shares 24,294 $1.22M 0.03% +4,340 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 8,028 shares; 2025Q1: 11,322 shares; 2025Q2: 11,858 shares; 2025Q3: 11,704 shares 11,704 $1.21M 0.03% -154 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,291 shares; 2024Q4: 19,999 shares; 2025Q1: 33,672 shares; 2025Q2: 40,653 shares; 2025Q3: 49,752 shares 49,752 $1.21M 0.03% +9,099 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,423 shares; 2024Q4: 42,537 shares; 2025Q1: 38,940 shares; 2025Q2: 14,912 shares; 2025Q3: 14,473 shares 14,473 $1.21M 0.03% -439 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: 1,255 shares; 2024Q4: 1,235 shares; 2025Q1: 1,680 shares; 2025Q2: 3,023 shares; 2025Q3: 4,314 shares 4,314 $1.2M 0.03% +1,291 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: 15,660 shares; 2024Q4: 16,008 shares; 2025Q1: 19,377 shares; 2025Q2: 20,604 shares; 2025Q3: 14,837 shares 14,837 $1.2M 0.03% -5,767 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: 4,203 shares; 2024Q4: 5,178 shares; 2025Q1: 6,717 shares; 2025Q2: 8,281 shares; 2025Q3: 13,379 shares 13,379 $1.2M 0.03% +5,098 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: 1,306 shares; 2024Q4: 1,247 shares; 2025Q1: 1,425 shares; 2025Q2: 5,013 shares; 2025Q3: 4,622 shares 4,622 $1.2M 0.03% -391 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: 5,885 shares; 2024Q4: 5,923 shares; 2025Q1: 5,043 shares; 2025Q2: 5,677 shares; 2025Q3: 6,431 shares 6,431 $1.2M 0.03% +754 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,461 shares; 2025Q2: 15,227 shares; 2025Q3: 14,186 shares 14,186 $1.2M 0.03% -1,041 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,132 shares; 2025Q2: 15,589 shares; 2025Q3: 16,386 shares 16,386 $1.2M 0.03% +797 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: 1,120 shares; 2024Q4: not reported; 2025Q1: 5,299 shares; 2025Q2: 6,456 shares; 2025Q3: 6,374 shares 6,374 $1.19M 0.03% -82 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 8,891 shares; 2025Q2: 9,644 shares; 2025Q3: 10,399 shares 10,399 $1.19M 0.03% +755 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,839 shares; 2024Q4: 57,398 shares; 2025Q1: 57,195 shares; 2025Q2: 67,589 shares; 2025Q3: 121,595 shares 121,595 $1.19M 0.03% +54,006 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 20,146 shares; 2025Q1: 18,198 shares; 2025Q2: 17,647 shares; 2025Q3: 18,968 shares 18,968 $1.19M 0.03% +1,321 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,013 shares; 2025Q3: 17,370 shares 17,370 $1.18M 0.03% +13,357 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,858 shares; 2024Q4: 31,792 shares; 2025Q1: 37,114 shares; 2025Q2: 38,368 shares; 2025Q3: 39,629 shares 39,629 $1.18M 0.03% +1,261 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: not reported; 2024Q4: 2,406 shares; 2025Q1: 3,000 shares; 2025Q2: 2,941 shares; 2025Q3: 11,763 shares 11,763 $1.18M 0.03% +8,822 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,767 shares; 2024Q4: 33,061 shares; 2025Q1: 33,061 shares; 2025Q2: 35,746 shares; 2025Q3: 34,313 shares 34,313 $1.17M 0.03% -1,433 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,794 shares; 2025Q3: 30,052 shares 30,052 $1.17M 0.03% +4,258 Timeline BITO 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: not reported; 2024Q4: 34,592 shares; 2025Q1: 38,513 shares; 2025Q2: 38,008 shares; 2025Q3: 59,189 shares 59,189 $1.16M 0.03% +21,181 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,835 shares; 2025Q2: 15,178 shares; 2025Q3: 16,300 shares 16,300 $1.16M 0.03% +1,122 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,732 shares; 2025Q2: 19,262 shares; 2025Q3: 18,187 shares 18,187 $1.16M 0.03% -1,075 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,022 shares; 2025Q2: 19,762 shares; 2025Q3: 19,672 shares 19,672 $1.15M 0.03% -90 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,242 shares; 2024Q4: 37,222 shares; 2025Q1: 44,804 shares; 2025Q2: 40,077 shares; 2025Q3: 22,814 shares 22,814 $1.15M 0.03% -17,263 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,151 shares; 2025Q2: 11,003 shares; 2025Q3: 11,212 shares 11,212 $1.15M 0.03% +209 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,503 shares; 2025Q1: 6,788 shares; 2025Q2: 7,627 shares; 2025Q3: 8,026 shares 8,026 $1.15M 0.03% +399 Timeline NOV NOV INC More: the full row for NOV 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: 86,575 shares; 2025Q3: 86,544 shares 86,544 $1.15M 0.03% -31 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,967 shares; 2025Q1: 5,580 shares; 2025Q2: 8,610 shares; 2025Q3: 9,401 shares 9,401 $1.14M 0.03% +791 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,312 shares; 2025Q1: 6,240 shares; 2025Q2: 5,811 shares; 2025Q3: 8,104 shares 8,104 $1.13M 0.03% +2,293 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,299 shares; 2025Q1: 1,736 shares; 2025Q2: 2,008 shares; 2025Q3: 2,377 shares 2,377 $1.13M 0.03% +369 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,674 shares; 2025Q3: 52,848 shares 52,848 $1.13M 0.03% +14,174 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: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 2,040 shares; 2025Q3: 2,000 shares 2,000 $1.12M 0.03% -40 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,794 shares; 2024Q4: 18,553 shares; 2025Q1: 66,177 shares; 2025Q2: 64,071 shares; 2025Q3: 65,075 shares 65,075 $1.12M 0.03% +1,004 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: 55,802 shares; 2024Q4: 55,573 shares; 2025Q1: 57,579 shares; 2025Q2: 57,630 shares; 2025Q3: 59,179 shares 59,179 $1.12M 0.03% +1,549 Timeline DNOV 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: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 23,585 shares 23,585 $1.1M 0.03% +15,915 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 19,425 shares; 2025Q2: 18,223 shares; 2025Q3: 19,930 shares 19,930 $1.1M 0.03% +1,707 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: not reported; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 4,284 shares; 2025Q3: 5,870 shares 5,870 $1.1M 0.03% +1,586 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,112 shares; 2025Q1: 3,305 shares; 2025Q2: 3,632 shares; 2025Q3: 3,696 shares 3,696 $1.1M 0.03% +64 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: 11,827 shares; 2025Q3: 13,113 shares 13,113 $1.1M 0.03% +1,286 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,394 shares; 2025Q2: 18,242 shares; 2025Q3: 21,643 shares 21,643 $1.1M 0.03% +3,401 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: not reported; 2024Q4: not reported; 2025Q1: 21,241 shares; 2025Q2: 21,655 shares; 2025Q3: 23,203 shares 23,203 $1.1M 0.03% +1,548 Timeline PAVE 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: 20,136 shares; 2024Q4: 25,498 shares; 2025Q1: 27,730 shares; 2025Q2: 21,748 shares; 2025Q3: 22,989 shares 22,989 $1.09M 0.03% +1,241 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: 172,240 shares; 2024Q4: 211,001 shares; 2025Q1: 31,454 shares; 2025Q2: 25,490 shares; 2025Q3: 24,481 shares 24,481 $1.09M 0.03% -1,009 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,108 shares; 2024Q4: 21,761 shares; 2025Q1: 21,989 shares; 2025Q2: 56,904 shares; 2025Q3: 75,555 shares 75,555 $1.09M 0.03% +18,651 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,101 shares; 2025Q1: 9,943 shares; 2025Q2: 11,165 shares; 2025Q3: 10,940 shares 10,940 $1.09M 0.03% -225 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: 9,547 shares; 2024Q4: 7,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,627 shares 23,627 $1.08M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 5,489 shares 5,489 $1.08M 0.03% +4,295 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,110 shares; 2024Q4: 28,366 shares; 2025Q1: 28,715 shares; 2025Q2: 26,234 shares; 2025Q3: 23,179 shares 23,179 $1.08M 0.03% -3,055 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,620 shares 21,620 $1.07M 0.03% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,482 shares; 2025Q1: 1,777 shares; 2025Q2: 2,079 shares; 2025Q3: 2,215 shares 2,215 $1.07M 0.03% +136 IBB 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: 4,156 shares; 2024Q4: 4,092 shares; 2025Q1: 6,089 shares; 2025Q2: 6,917 shares; 2025Q3: 7,387 shares 7,387 $1.07M 0.03% +470 Timeline BSEP 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: not reported; 2025Q3: 22,080 shares 22,080 $1.07M 0.03% new 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: 11,331 shares; 2024Q4: 15,280 shares; 2025Q1: 15,771 shares; 2025Q2: 16,161 shares; 2025Q3: 20,354 shares 20,354 $1.06M 0.03% +4,193 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,101 shares; 2025Q2: 47,497 shares; 2025Q3: 55,279 shares 55,279 $1.06M 0.03% +7,782 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 24,278 shares; 2025Q2: 48,782 shares; 2025Q3: 52,216 shares 52,216 $1.05M 0.03% +3,434 Timeline MKC-V 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: not reported; 2024Q4: not reported; 2025Q1: 15,762 shares; 2025Q2: 15,682 shares; 2025Q3: 15,622 shares 15,622 $1.04M 0.03% -60 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,147 shares; 2025Q3: 17,958 shares 17,958 $1.04M 0.03% +5,811 Timeline SPYG 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: 3,520 shares; 2024Q4: 3,414 shares; 2025Q1: 8,252 shares; 2025Q2: 9,165 shares; 2025Q3: 9,949 shares 9,949 $1.04M 0.03% +784 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: 2,416 shares; 2024Q4: 2,591 shares; 2025Q1: 2,962 shares; 2025Q2: 2,836 shares; 2025Q3: 3,269 shares 3,269 $1.04M 0.03% +433 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,542 shares; 2025Q1: 10,477 shares; 2025Q2: 11,020 shares; 2025Q3: 11,119 shares 11,119 $1.04M 0.03% +99 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,886 shares; 2024Q4: 21,899 shares; 2025Q1: 21,899 shares; 2025Q2: 24,691 shares; 2025Q3: 23,589 shares 23,589 $1.04M 0.03% -1,102 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 1,923 shares; 2025Q1: 2,083 shares; 2025Q2: 1,588 shares; 2025Q3: 1,437 shares 1,437 $1.03M 0.03% -151 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 10,987 shares; 2025Q1: 16,750 shares; 2025Q2: 17,289 shares; 2025Q3: 18,046 shares 18,046 $1.03M 0.03% +757 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,403 shares; 2025Q1: 2,208 shares; 2025Q2: 3,159 shares; 2025Q3: 3,784 shares 3,784 $1.02M 0.03% +625 Timeline BALT 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: 50,436 shares; 2024Q4: 43,634 shares; 2025Q1: 43,634 shares; 2025Q2: 29,622 shares; 2025Q3: 31,126 shares 31,126 $1.02M 0.03% +1,504 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,119 shares; 2024Q4: 12,700 shares; 2025Q1: 12,431 shares; 2025Q2: 12,603 shares; 2025Q3: 54,370 shares 54,370 $1.02M 0.02% +41,767 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP 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: not reported; 2025Q2: not reported; 2025Q3: 13,547 shares 13,547 $1.01M 0.02% new 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: 9,361 shares; 2024Q4: 6,062 shares; 2025Q1: 21,424 shares; 2025Q2: 21,131 shares; 2025Q3: 20,171 shares 20,171 $1.01M 0.02% -960 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: not reported; 2025Q1: 5,331 shares; 2025Q2: 15,563 shares; 2025Q3: 15,741 shares 15,741 $1.01M 0.02% +178 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 5,398 shares; 2025Q1: 5,936 shares; 2025Q2: 7,397 shares; 2025Q3: 6,015 shares 6,015 $1.01M 0.02% -1,382 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 12,682 shares; 2025Q1: 12,156 shares; 2025Q2: 11,638 shares; 2025Q3: 11,220 shares 11,220 $1M 0.02% -418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,876 shares 21,876 $998K 0.02% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,371 shares; 2024Q4: 17,525 shares; 2025Q1: 18,295 shares; 2025Q2: 20,229 shares; 2025Q3: 20,920 shares 20,920 $997K 0.02% +691 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 5,909 shares 5,909 $995K 0.02% +4,204 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 13,139 shares; 2025Q1: 12,754 shares; 2025Q2: 12,834 shares; 2025Q3: 12,834 shares 12,834 $995K 0.02% 0 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: not reported; 2025Q1: 13,408 shares; 2025Q2: 13,678 shares; 2025Q3: 14,388 shares 14,388 $992K 0.02% +710 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,842 shares; 2025Q1: 5,636 shares; 2025Q2: 6,085 shares; 2025Q3: 11,879 shares 11,879 $991K 0.02% +5,794 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,722 shares; 2024Q4: 28,535 shares; 2025Q1: 45,833 shares; 2025Q2: 48,920 shares; 2025Q3: 39,820 shares 39,820 $987K 0.02% -9,100 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,833 shares; 2024Q4: 20,134 shares; 2025Q1: 18,932 shares; 2025Q2: 18,024 shares; 2025Q3: 23,396 shares 23,396 $986K 0.02% +5,372 Timeline VLUE 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: 5,455 shares; 2024Q4: 5,120 shares; 2025Q1: 6,807 shares; 2025Q2: 6,835 shares; 2025Q3: 7,869 shares 7,869 $984K 0.02% +1,034 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: 2,176 shares; 2024Q4: 1,997 shares; 2025Q1: 2,452 shares; 2025Q2: 2,733 shares; 2025Q3: 3,039 shares 3,039 $983K 0.02% +306 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,178 shares; 2025Q3: 22,823 shares 22,823 $983K 0.02% +645 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,376 shares; 2025Q1: 3,483 shares; 2025Q2: 4,266 shares; 2025Q3: 5,618 shares 5,618 $981K 0.02% +1,352 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW 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: 12,800 shares; 2025Q3: 13,165 shares 13,165 $980K 0.02% +365 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: 8,887 shares; 2024Q4: 10,288 shares; 2025Q1: 10,014 shares; 2025Q2: 13,162 shares; 2025Q3: 14,444 shares 14,444 $977K 0.02% +1,282 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 13,646 shares; 2025Q1: 17,089 shares; 2025Q2: 17,876 shares; 2025Q3: 21,022 shares 21,022 $974K 0.02% +3,146 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,696 shares; 2025Q2: 8,716 shares; 2025Q3: 9,275 shares 9,275 $973K 0.02% +559 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: 6,908 shares; 2024Q4: 5,634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,637 shares 23,637 $973K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 5,718 shares; 2025Q1: 5,443 shares; 2025Q2: 9,212 shares; 2025Q3: 15,466 shares 15,466 $966K 0.02% +6,254 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: 9,668 shares; 2024Q4: 10,075 shares; 2025Q1: 11,491 shares; 2025Q2: 12,793 shares; 2025Q3: 27,750 shares 27,750 $964K 0.02% +14,957 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 11,200 shares; 2025Q2: 20,004 shares; 2025Q3: 20,803 shares 20,803 $961K 0.02% +799 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,498 shares 30,498 $961K 0.02% new Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,585 shares; 2024Q4: 27,964 shares; 2025Q1: 33,966 shares; 2025Q2: 35,163 shares; 2025Q3: 36,008 shares 36,008 $960K 0.02% +845 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,243 shares; 2025Q1: 2,310 shares; 2025Q2: 2,376 shares; 2025Q3: 2,454 shares 2,454 $959K 0.02% +78 Timeline HYDB 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: 8,954 shares; 2024Q4: 9,568 shares; 2025Q1: 13,962 shares; 2025Q2: 15,761 shares; 2025Q3: 20,023 shares 20,023 $958K 0.02% +4,262 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,217 shares; 2025Q2: 19,987 shares; 2025Q3: 23,976 shares 23,976 $952K 0.02% +3,989 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,847 shares; 2025Q1: 7,121 shares; 2025Q2: 7,441 shares; 2025Q3: 7,358 shares 7,358 $949K 0.02% -83 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,110 shares; 2024Q4: 22,138 shares; 2025Q1: 11,664 shares; 2025Q2: 26,624 shares; 2025Q3: 25,095 shares 25,095 $948K 0.02% -1,529 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,347 shares 19,347 $948K 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 3,373 shares; 2025Q1: 13,555 shares; 2025Q2: 11,027 shares; 2025Q3: 12,058 shares 12,058 $947K 0.02% +1,031 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,002 shares; 2025Q2: 25,932 shares; 2025Q3: 26,789 shares 26,789 $946K 0.02% +857 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: 2,851 shares; 2024Q4: 1,655 shares; 2025Q1: 2,565 shares; 2025Q2: 2,229 shares; 2025Q3: 2,801 shares 2,801 $945K 0.02% +572 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,521 shares; 2024Q4: 16,653 shares; 2025Q1: 18,862 shares; 2025Q2: 21,847 shares; 2025Q3: 40,665 shares 40,665 $940K 0.02% +18,818 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,661 shares; 2025Q3: 4,389 shares 4,389 $934K 0.02% -272 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: 631 shares; 2024Q4: 800 shares; 2025Q1: 758 shares; 2025Q2: 1,225 shares; 2025Q3: 1,435 shares 1,435 $932K 0.02% +210 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,670 shares; 2025Q1: 22,900 shares; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares 22,900 $929K 0.02% 0 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: 5,479 shares; 2024Q4: 5,478 shares; 2025Q1: 5,279 shares; 2025Q2: 4,921 shares; 2025Q3: 4,868 shares 4,868 $928K 0.02% -53 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,837 shares; 2025Q1: 3,163 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $926K 0.02% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 10,911 shares; 2025Q2: 10,911 shares; 2025Q3: 10,782 shares 10,782 $925K 0.02% -129 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 13,048 shares; 2025Q1: 11,691 shares; 2025Q2: 23,808 shares; 2025Q3: 34,028 shares 34,028 $921K 0.02% +10,220 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: 2,067 shares; 2024Q4: 1,916 shares; 2025Q1: 4,340 shares; 2025Q2: 4,170 shares; 2025Q3: 7,310 shares 7,310 $921K 0.02% +3,140 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: 671 shares; 2024Q4: 1,081 shares; 2025Q1: 1,455 shares; 2025Q2: 2,152 shares; 2025Q3: 2,334 shares 2,334 $914K 0.02% +182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,371 shares 7,371 $909K 0.02% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 54,891 shares; 2025Q3: 101,061 shares 101,061 $908K 0.02% +46,170 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,340 shares 21,340 $906K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 5,180 shares; 2025Q1: 8,467 shares; 2025Q2: 8,542 shares; 2025Q3: 9,159 shares 9,159 $903K 0.02% +617 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,040 shares; 2025Q1: 2,249 shares; 2025Q2: 2,269 shares; 2025Q3: 2,818 shares 2,818 $902K 0.02% +549 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 14,793 shares; 2025Q2: 29,156 shares; 2025Q3: 29,179 shares 29,179 $901K 0.02% +23 Timeline WTPI 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: 49,982 shares; 2024Q4: 13,311 shares; 2025Q1: 18,870 shares; 2025Q2: 20,342 shares; 2025Q3: 27,027 shares 27,027 $899K 0.02% +6,685 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,916 shares; 2024Q4: 118,640 shares; 2025Q1: 98,665 shares; 2025Q2: 98,704 shares; 2025Q3: 98,742 shares 98,742 $894K 0.02% +38 Timeline NOBL 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: 6,087 shares; 2024Q4: 6,149 shares; 2025Q1: 5,377 shares; 2025Q2: 7,942 shares; 2025Q3: 8,651 shares 8,651 $892K 0.02% +709 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,034 shares; 2025Q1: 4,073 shares; 2025Q2: 4,253 shares; 2025Q3: 4,254 shares 4,254 $887K 0.02% +1 Timeline NAPR 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: 25,060 shares; 2024Q4: 24,085 shares; 2025Q1: 17,794 shares; 2025Q2: 17,300 shares; 2025Q3: 16,827 shares 16,827 $886K 0.02% -473 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,732 shares; 2025Q1: 6,030 shares; 2025Q2: 3,511 shares; 2025Q3: 4,968 shares 4,968 $884K 0.02% +1,457 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,738 shares; 2024Q4: 72,855 shares; 2025Q1: 109,536 shares; 2025Q2: 85,236 shares; 2025Q3: 81,316 shares 81,316 $883K 0.02% -3,920 Timeline IGM 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: 6,005 shares; 2024Q4: 6,584 shares; 2025Q1: 6,981 shares; 2025Q2: 7,076 shares; 2025Q3: 6,978 shares 6,978 $879K 0.02% -98 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 14,536 shares; 2025Q1: 15,800 shares; 2025Q2: 15,942 shares; 2025Q3: 14,741 shares 14,741 $874K 0.02% -1,201 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: not reported; 2024Q4: not reported; 2025Q1: 24,954 shares; 2025Q2: 101,913 shares; 2025Q3: 33,143 shares 33,143 $873K 0.02% -68,770 Timeline ARKF ARK ETF TR More: the full row for ARK 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: 17,110 shares; 2025Q2: 17,086 shares; 2025Q3: 15,328 shares 15,328 $871K 0.02% -1,758 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: 1,306 shares; 2024Q4: 1,368 shares; 2025Q1: 1,411 shares; 2025Q2: 1,402 shares; 2025Q3: 1,458 shares 1,458 $869K 0.02% +56 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,889 shares; 2024Q4: 71,085 shares; 2025Q1: 74,715 shares; 2025Q2: 74,797 shares; 2025Q3: 74,878 shares 74,878 $866K 0.02% +81 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 3,701 shares 3,701 $865K 0.02% +2,047 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: 10,046 shares; 2024Q4: 10,529 shares; 2025Q1: 11,796 shares; 2025Q2: 14,264 shares; 2025Q3: 17,101 shares 17,101 $863K 0.02% +2,837 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: 11,934 shares; 2024Q4: 10,085 shares; 2025Q1: 10,822 shares; 2025Q2: 13,993 shares; 2025Q3: 17,321 shares 17,321 $862K 0.02% +3,328 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: 4,440 shares; 2024Q4: 5,208 shares; 2025Q1: 5,174 shares; 2025Q2: 5,097 shares; 2025Q3: 5,362 shares 5,362 $861K 0.02% +265 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares 4,204 $861K 0.02% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,767 shares; 2025Q1: 3,252 shares; 2025Q2: 3,677 shares; 2025Q3: 3,739 shares 3,739 $859K 0.02% +62 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 4,680 shares; 2025Q1: 5,599 shares; 2025Q2: 10,339 shares; 2025Q3: 10,392 shares 10,392 $856K 0.02% +53 Timeline QQQM 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: 1,033 shares; 2024Q4: 1,992 shares; 2025Q1: 1,678 shares; 2025Q2: 3,531 shares; 2025Q3: 3,451 shares 3,451 $853K 0.02% -80 Timeline IXUS 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: 3,736 shares; 2024Q4: 3,746 shares; 2025Q1: 9,935 shares; 2025Q2: 10,337 shares; 2025Q3: 10,317 shares 10,317 $852K 0.02% -20 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,983 shares; 2025Q3: 8,984 shares 8,984 $852K 0.02% +1 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,605 shares; 2024Q4: 61,731 shares; 2025Q1: 71,342 shares; 2025Q2: 98,864 shares; 2025Q3: 122,802 shares 122,802 $849K 0.02% +23,938 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,498 shares; 2025Q2: 22,523 shares; 2025Q3: 20,191 shares 20,191 $848K 0.02% -2,332 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,350 shares; 2025Q3: 11,750 shares 11,750 $847K 0.02% +2,400 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,769 shares; 2024Q4: 53,369 shares; 2025Q1: 86,892 shares; 2025Q2: 91,328 shares; 2025Q3: 46,199 shares 46,199 $846K 0.02% -45,129 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,547 shares; 2024Q4: 12,790 shares; 2025Q1: 11,251 shares; 2025Q2: 10,876 shares; 2025Q3: 10,789 shares 10,789 $846K 0.02% -87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 3,072 shares 3,072 $845K 0.02% +776 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: 695 shares; 2024Q4: not reported; 2025Q1: 9,279 shares; 2025Q2: 11,711 shares; 2025Q3: 17,573 shares 17,573 $842K 0.02% +5,862 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: 24,468 shares; 2025Q1: 25,749 shares; 2025Q2: 11,138 shares; 2025Q3: 23,375 shares 23,375 $842K 0.02% +12,237 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,770 shares; 2024Q4: 133,618 shares; 2025Q1: 133,618 shares; 2025Q2: 133,618 shares; 2025Q3: 133,618 shares 133,618 $838K 0.02% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 9,534 shares; 2025Q1: 55,821 shares; 2025Q2: 15,746 shares; 2025Q3: 15,836 shares 15,836 $838K 0.02% +90 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,458 shares; 2024Q4: 58,766 shares; 2025Q1: 58,766 shares; 2025Q2: 58,766 shares; 2025Q3: 58,766 shares 58,766 $837K 0.02% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 986 shares; 2025Q2: 1,601 shares; 2025Q3: 2,505 shares 2,505 $833K 0.02% +904 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,026 shares; 2025Q3: 6,026 shares 6,026 $833K 0.02% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,080 shares; 2025Q2: 2,203 shares; 2025Q3: 6,500 shares 6,500 $832K 0.02% +4,297 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,884 shares 32,884 $832K 0.02% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 6,177 shares; 2025Q1: 7,530 shares; 2025Q2: 13,534 shares; 2025Q3: 13,978 shares 13,978 $829K 0.02% +444 FUTY 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: 6,290 shares; 2024Q4: 5,289 shares; 2025Q1: 83,354 shares; 2025Q2: 14,648 shares; 2025Q3: 14,633 shares 14,633 $826K 0.02% -15 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,566 shares; 2025Q1: 2,572 shares; 2025Q2: 2,714 shares; 2025Q3: 2,883 shares 2,883 $826K 0.02% +169 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,316 shares; 2025Q1: 3,197 shares; 2025Q2: 3,188 shares; 2025Q3: 3,346 shares 3,346 $825K 0.02% +158 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: not reported; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,797 shares; 2025Q3: 2,315 shares 2,315 $825K 0.02% +518 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 18,727 shares 18,727 $824K 0.02% new Timeline IDU 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: 4,143 shares; 2024Q4: 3,820 shares; 2025Q1: 5,567 shares; 2025Q2: 6,996 shares; 2025Q3: 7,408 shares 7,408 $822K 0.02% +412 Timeline UCON 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: 15,503 shares; 2024Q4: 14,719 shares; 2025Q1: 11,414 shares; 2025Q2: 34,530 shares; 2025Q3: 32,589 shares 32,589 $821K 0.02% -1,941 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,735 shares; 2025Q1: 12,547 shares; 2025Q2: 25,506 shares; 2025Q3: 22,312 shares 22,312 $818K 0.02% -3,194 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,640 shares; 2024Q4: 21,585 shares; 2025Q1: 21,627 shares; 2025Q2: 21,705 shares; 2025Q3: 21,657 shares 21,657 $815K 0.02% -48 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 8,628 shares; 2025Q1: 5,927 shares; 2025Q2: 6,078 shares; 2025Q3: 6,499 shares 6,499 $814K 0.02% +421 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,938 shares; 2024Q4: 48,640 shares; 2025Q1: 126,664 shares; 2025Q2: 146,528 shares; 2025Q3: 152,627 shares 152,627 $814K 0.02% +6,099 Timeline KCE 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: 4,346 shares; 2024Q4: 4,643 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,305 shares 5,305 $811K 0.02% +190 Timeline GOCT 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: 17,600 shares; 2024Q4: 20,250 shares; 2025Q1: 22,010 shares; 2025Q2: 21,010 shares; 2025Q3: 21,010 shares 21,010 $805K 0.02% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 6,498 shares; 2025Q1: 12,658 shares; 2025Q2: 14,631 shares; 2025Q3: 15,188 shares 15,188 $803K 0.02% +557 Timeline QXO QXO INC More: the full row for QXO 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: 13,270 shares; 2025Q2: 19,755 shares; 2025Q3: 41,903 shares 41,903 $799K 0.02% +22,148 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,288 shares; 2025Q3: 16,653 shares 16,653 $795K 0.02% +5,365 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM 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: 70,076 shares; 2025Q2: 73,000 shares; 2025Q3: 76,345 shares 76,345 $792K 0.02% +3,345 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 33,852 shares; 2025Q2: 33,593 shares; 2025Q3: 36,123 shares 36,123 $789K 0.02% +2,530 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 8,966 shares; 2025Q3: 15,031 shares 15,031 $786K 0.02% +6,065 Timeline FNOV 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: 13,046 shares; 2025Q1: 14,823 shares; 2025Q2: 14,823 shares; 2025Q3: 14,823 shares 14,823 $784K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares 6,520 $782K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,592 shares; 2024Q4: 19,079 shares; 2025Q1: 25,747 shares; 2025Q2: 18,958 shares; 2025Q3: 18,690 shares 18,690 $781K 0.02% -268 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,242 shares; 2025Q2: 6,879 shares; 2025Q3: 15,836 shares 15,836 $777K 0.02% +8,957 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: 6,843 shares; 2024Q4: 9,628 shares; 2025Q1: 9,628 shares; 2025Q2: 7,343 shares; 2025Q3: 14,956 shares 14,956 $776K 0.02% +7,613 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX 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: 9,714 shares; 2025Q2: 15,894 shares; 2025Q3: 16,797 shares 16,797 $775K 0.02% +903 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,644 shares; 2024Q4: not reported; 2025Q1: 7,394 shares; 2025Q2: 12,410 shares; 2025Q3: 15,632 shares 15,632 $773K 0.02% +3,222 Timeline SLQD 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: 12,738 shares; 2024Q4: 12,270 shares; 2025Q1: 12,057 shares; 2025Q2: 14,897 shares; 2025Q3: 15,209 shares 15,209 $773K 0.02% +312 Timeline SPTM 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: 8,188 shares; 2024Q4: 8,211 shares; 2025Q1: 9,702 shares; 2025Q2: 9,584 shares; 2025Q3: 9,584 shares 9,584 $773K 0.02% 0 Timeline IFV 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: 30,895 shares; 2024Q4: 33,228 shares; 2025Q1: 31,145 shares; 2025Q2: 31,471 shares; 2025Q3: 31,551 shares 31,551 $772K 0.02% +80 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,964 shares; 2025Q2: not reported; 2025Q3: 31,432 shares 31,432 $772K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,053 shares; 2025Q2: 10,517 shares; 2025Q3: 10,895 shares 10,895 $772K 0.02% +378 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,310 shares; 2024Q4: 20,684 shares; 2025Q1: 21,314 shares; 2025Q2: 22,247 shares; 2025Q3: 23,029 shares 23,029 $769K 0.02% +782 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,215 shares; 2024Q4: 22,475 shares; 2025Q1: 28,329 shares; 2025Q2: 13,215 shares; 2025Q3: 15,305 shares 15,305 $763K 0.02% +2,090 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,621 shares; 2025Q2: not reported; 2025Q3: 19,082 shares 19,082 $761K 0.02% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 5,071 shares; 2025Q1: 5,761 shares; 2025Q2: 7,705 shares; 2025Q3: 8,459 shares 8,459 $758K 0.02% +754 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 14,522 shares; 2025Q1: 16,033 shares; 2025Q2: 16,101 shares; 2025Q3: 15,927 shares 15,927 $757K 0.02% -174 Timeline XMHQ 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: 5,561 shares; 2024Q4: 7,555 shares; 2025Q1: 7,802 shares; 2025Q2: 7,818 shares; 2025Q3: 7,201 shares 7,201 $756K 0.02% -617 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,339 shares; 2024Q4: not reported; 2025Q1: 35,988 shares; 2025Q2: 37,075 shares; 2025Q3: 37,900 shares 37,900 $755K 0.02% +825 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 5,407 shares; 2025Q1: 8,167 shares; 2025Q2: 9,006 shares; 2025Q3: 12,565 shares 12,565 $754K 0.02% +3,559 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,691 shares; 2025Q2: 14,866 shares; 2025Q3: 14,006 shares 14,006 $753K 0.02% -860 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,296 shares 9,296 $745K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 2,401 shares 2,401 $745K 0.02% +24 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,262 shares; 2025Q2: 14,573 shares; 2025Q3: 14,494 shares 14,494 $743K 0.02% -79 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: 9,702 shares; 2024Q4: 9,833 shares; 2025Q1: 8,973 shares; 2025Q2: 9,130 shares; 2025Q3: 7,817 shares 7,817 $742K 0.02% -1,313 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,381 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 23,612 shares; 2025Q3: 23,036 shares 23,036 $741K 0.02% -576 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 12,485 shares; 2025Q1: 12,311 shares; 2025Q2: 13,527 shares; 2025Q3: 15,376 shares 15,376 $740K 0.02% +1,849 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,527 shares; 2024Q4: 13,872 shares; 2025Q1: 13,513 shares; 2025Q2: 12,118 shares; 2025Q3: 12,410 shares 12,410 $738K 0.02% +292 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: 993 shares; 2024Q4: 1,107 shares; 2025Q1: 1,932 shares; 2025Q2: 3,021 shares; 2025Q3: 2,282 shares 2,282 $737K 0.02% -739 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: not reported; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,779 shares; 2025Q3: 2,871 shares 2,871 $736K 0.02% +1,092 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: 8,343 shares; 2024Q4: 8,003 shares; 2025Q1: 9,172 shares; 2025Q2: 9,979 shares; 2025Q3: 11,295 shares 11,295 $731K 0.02% +1,316 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,317 shares 4,317 $728K 0.02% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,541 shares 24,541 $727K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,104 shares; 2025Q1: 7,177 shares; 2025Q2: 7,442 shares; 2025Q3: 7,583 shares 7,583 $727K 0.02% +141 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,859 shares; 2024Q4: 75,833 shares; 2025Q1: 75,286 shares; 2025Q2: 77,625 shares; 2025Q3: 80,784 shares 80,784 $725K 0.02% +3,159 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 15,772 shares; 2025Q1: 21,377 shares; 2025Q2: 22,726 shares; 2025Q3: 20,396 shares 20,396 $723K 0.02% -2,330 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 26,289 shares; 2025Q1: 26,289 shares; 2025Q2: 26,289 shares; 2025Q3: 26,289 shares 26,289 $722K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 3,518 shares; 2025Q1: 3,360 shares; 2025Q2: 7,272 shares; 2025Q3: 9,000 shares 9,000 $722K 0.02% +1,728 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,530 shares; 2025Q1: 6,478 shares; 2025Q2: 7,242 shares; 2025Q3: 5,343 shares 5,343 $719K 0.02% -1,899 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 1,125 shares 1,125 $719K 0.02% +370 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,307 shares; 2025Q3: 9,017 shares 9,017 $718K 0.02% +1,710 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 4,582 shares; 2025Q1: 4,116 shares; 2025Q2: 4,007 shares; 2025Q3: 3,731 shares 3,731 $717K 0.02% -276 Timeline FMC FMC CORP More: the full row for FMC 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: 20,395 shares; 2025Q2: 20,270 shares; 2025Q3: 21,279 shares 21,279 $716K 0.02% +1,009 Timeline TOTL 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: 18,290 shares; 2024Q4: 17,102 shares; 2025Q1: 17,632 shares; 2025Q2: 17,663 shares; 2025Q3: 17,525 shares 17,525 $711K 0.02% -138 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 2,507 shares; 2025Q3: 2,732 shares 2,732 $711K 0.02% +225 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,972 shares 4,972 $709K 0.02% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 14,784 shares; 2025Q3: 13,145 shares 13,145 $709K 0.02% -1,639 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: 845 shares; 2024Q4: not reported; 2025Q1: 2,131 shares; 2025Q2: 2,861 shares; 2025Q3: 3,093 shares 3,093 $704K 0.02% +232 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: not reported; 2024Q4: not reported; 2025Q1: 12,279 shares; 2025Q2: 17,608 shares; 2025Q3: 9,362 shares 9,362 $703K 0.02% -8,246 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 23,014 shares; 2025Q1: 23,926 shares; 2025Q2: 24,033 shares; 2025Q3: 24,226 shares 24,226 $701K 0.02% +193 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,449 shares; 2025Q1: 5,293 shares; 2025Q2: 5,736 shares; 2025Q3: 8,408 shares 8,408 $701K 0.02% +2,672 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,378 shares; 2025Q2: 3,894 shares; 2025Q3: 8,763 shares 8,763 $700K 0.02% +4,869 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: 21,347 shares; 2024Q4: 19,394 shares; 2025Q1: 16,114 shares; 2025Q2: 32,696 shares; 2025Q3: 18,129 shares 18,129 $695K 0.02% -14,567 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY 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: not reported; 2025Q1: not reported; 2025Q2: 6,851 shares; 2025Q3: 12,334 shares 12,334 $695K 0.02% +5,483 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,780 shares; 2025Q3: 7,690 shares 7,690 $695K 0.02% -90 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,935 shares; 2024Q4: 75,053 shares; 2025Q1: 84,378 shares; 2025Q2: 63,069 shares; 2025Q3: 68,305 shares 68,305 $695K 0.02% +5,236 Timeline GMAY 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: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares 17,055 $690K 0.02% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,041 shares; 2025Q3: 10,051 shares 10,051 $689K 0.02% +10 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP 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: 7,500 shares; 2025Q2: 7,239 shares; 2025Q3: 7,947 shares 7,947 $689K 0.02% +708 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: 3,202 shares; 2025Q1: 4,884 shares; 2025Q2: 4,525 shares; 2025Q3: 4,724 shares 4,724 $689K 0.02% +199 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,637 shares; 2025Q2: 10,486 shares; 2025Q3: 14,940 shares 14,940 $687K 0.02% +4,454 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 7,645 shares; 2025Q1: 8,963 shares; 2025Q2: 10,400 shares; 2025Q3: 15,239 shares 15,239 $686K 0.02% +4,839 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13,660 shares; 2025Q1: 13,392 shares; 2025Q2: 11,519 shares; 2025Q3: 13,555 shares 13,555 $684K 0.02% +2,036 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,985 shares; 2025Q3: 18,067 shares 18,067 $684K 0.02% +3,082 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: not reported; 2024Q4: not reported; 2025Q1: 20,437 shares; 2025Q2: 22,955 shares; 2025Q3: 14,915 shares 14,915 $683K 0.02% -8,040 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,151 shares; 2025Q3: 19,050 shares 19,050 $682K 0.02% -101 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 1,719 shares; 2025Q3: 2,856 shares 2,856 $680K 0.02% +1,137 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: 1,598 shares; 2024Q4: 2,041 shares; 2025Q1: 2,100 shares; 2025Q2: 2,504 shares; 2025Q3: 2,368 shares 2,368 $680K 0.02% -136 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,221 shares; 2024Q4: 59,945 shares; 2025Q1: 62,863 shares; 2025Q2: 66,316 shares; 2025Q3: 83,528 shares 83,528 $679K 0.02% +17,212 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA 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: 19,010 shares; 2025Q2: 34,241 shares; 2025Q3: 31,445 shares 31,445 $676K 0.02% -2,796 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,757 shares; 2025Q1: 4,434 shares; 2025Q2: 4,518 shares; 2025Q3: 4,826 shares 4,826 $674K 0.02% +308 Timeline AZZ AZZ INC More: the full row for AZZ 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: 2,508 shares; 2025Q2: 6,623 shares; 2025Q3: 6,167 shares 6,167 $673K 0.02% -456 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,067 shares 6,067 $672K 0.02% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 12,161 shares; 2025Q1: 11,238 shares; 2025Q2: 10,615 shares; 2025Q3: 10,368 shares 10,368 $672K 0.02% -247 Timeline FDT 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: 4,105 shares; 2024Q4: 9,463 shares; 2025Q1: 9,675 shares; 2025Q2: 8,486 shares; 2025Q3: 8,912 shares 8,912 $672K 0.02% +426 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,996 shares; 2025Q1: 6,181 shares; 2025Q2: 7,514 shares; 2025Q3: 7,320 shares 7,320 $669K 0.02% -194 Timeline HYLB 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: 11,420 shares; 2024Q4: 15,486 shares; 2025Q1: 15,329 shares; 2025Q2: 15,245 shares; 2025Q3: 17,934 shares 17,934 $666K 0.02% +2,689 Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 12,434 shares; 2025Q2: 11,792 shares; 2025Q3: 12,210 shares 12,210 $665K 0.02% +418 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: 4,872 shares; 2024Q4: 4,870 shares; 2025Q1: 4,986 shares; 2025Q2: 4,947 shares; 2025Q3: 4,818 shares 4,818 $664K 0.02% -129 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 3,560 shares; 2025Q3: 7,156 shares 7,156 $661K 0.02% +3,596 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 9,937 shares; 2025Q1: 10,676 shares; 2025Q2: 10,677 shares; 2025Q3: 10,677 shares 10,677 $658K 0.02% 0 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,848 shares 13,848 $658K 0.02% new Timeline BUFQ 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: 27,821 shares; 2024Q4: 16,425 shares; 2025Q1: 15,537 shares; 2025Q2: 15,875 shares; 2025Q3: 18,672 shares 18,672 $651K 0.02% +2,797 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: 10,624 shares; 2024Q4: 11,786 shares; 2025Q1: 16,235 shares; 2025Q2: 9,253 shares; 2025Q3: 9,632 shares 9,632 $650K 0.02% +379 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED 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: 3,339 shares; 2025Q2: 5,403 shares; 2025Q3: 5,303 shares 5,303 $649K 0.02% -100 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: 405 shares; 2025Q2: 479 shares; 2025Q3: 1,105 shares 1,105 $648K 0.02% +626 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,501 shares; 2025Q3: 1,694 shares 1,694 $639K 0.02% +193 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 8,348 shares 8,348 $638K 0.02% +3,893 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: 3,709 shares; 2024Q4: 2,593 shares; 2025Q1: 4,600 shares; 2025Q2: 4,381 shares; 2025Q3: 5,721 shares 5,721 $638K 0.02% +1,340 Timeline JANW 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: 20,686 shares; 2025Q3: 17,622 shares 17,622 $637K 0.02% -3,064 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,823 shares; 2024Q4: 19,886 shares; 2025Q1: 19,349 shares; 2025Q2: 21,897 shares; 2025Q3: 54,549 shares 54,549 $633K 0.02% +32,652 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,474 shares 18,474 $631K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,962 shares; 2025Q2: 5,406 shares; 2025Q3: 6,727 shares 6,727 $631K 0.02% +1,321 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,063 shares; 2025Q2: 5,078 shares; 2025Q3: 7,389 shares 7,389 $628K 0.02% +2,311 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: 1,885 shares; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 4,800 shares; 2025Q3: 6,096 shares 6,096 $628K 0.02% +1,296 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: 39,598 shares; 2024Q4: 6,467 shares; 2025Q1: 16,142 shares; 2025Q2: 11,761 shares; 2025Q3: 6,262 shares 6,262 $627K 0.02% -5,499 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares 1,440 $627K 0.02% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares 3,838 $627K 0.02% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,188 shares; 2024Q4: 19,259 shares; 2025Q1: 22,881 shares; 2025Q2: 23,019 shares; 2025Q3: 24,333 shares 24,333 $623K 0.02% +1,314 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,441 shares 4,441 $621K 0.02% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,683 shares; 2025Q1: 2,436 shares; 2025Q2: 1,711 shares; 2025Q3: 1,916 shares 1,916 $617K 0.02% +205 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,606 shares; 2024Q4: 23,395 shares; 2025Q1: 34,453 shares; 2025Q2: 49,758 shares; 2025Q3: 29,765 shares 29,765 $616K 0.02% -19,993 FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 15,985 shares; 2025Q1: 15,641 shares; 2025Q2: 15,391 shares; 2025Q3: 15,374 shares 15,374 $612K 0.02% -17 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,886 shares; 2025Q1: 5,111 shares; 2025Q2: 5,123 shares; 2025Q3: 5,431 shares 5,431 $610K 0.01% +308 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES 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: 84,896 shares; 2025Q3: 49,297 shares 49,297 $609K 0.01% -35,599 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 12,801 shares; 2025Q1: 11,654 shares; 2025Q2: 12,658 shares; 2025Q3: 12,817 shares 12,817 $609K 0.01% +159 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: 5,036 shares; 2024Q4: 4,848 shares; 2025Q1: 4,563 shares; 2025Q2: 4,520 shares; 2025Q3: 4,511 shares 4,511 $606K 0.01% -9 Timeline TRU TRANSUNION More: the full row for TRANSUNION 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: 7,219 shares 7,219 $605K 0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,619 shares; 2025Q1: 5,557 shares; 2025Q2: 5,528 shares; 2025Q3: 5,483 shares 5,483 $601K 0.01% -45 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,300 shares; 2025Q1: 31,200 shares; 2025Q2: 34,500 shares; 2025Q3: 34,500 shares 34,500 $601K 0.01% 0 Timeline OFS OFS CAP CORP More: the full row for OFS CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,961 shares; 2024Q4: 88,293 shares; 2025Q1: 87,261 shares; 2025Q2: 84,140 shares; 2025Q3: 77,724 shares 77,724 $598K 0.01% -6,416 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,521 shares; 2025Q2: 6,213 shares; 2025Q3: 7,094 shares 7,094 $596K 0.01% +881 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 2,288 shares; 2025Q2: 2,439 shares; 2025Q3: 3,076 shares 3,076 $594K 0.01% +637 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: not reported; 2024Q4: not reported; 2025Q1: 7,404 shares; 2025Q2: 7,333 shares; 2025Q3: 11,169 shares 11,169 $594K 0.01% +3,836 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,078 shares; 2025Q1: 13,573 shares; 2025Q2: 11,273 shares; 2025Q3: 12,909 shares 12,909 $592K 0.01% +1,636 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,899 shares 4,899 $591K 0.01% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,785 shares; 2025Q2: 7,369 shares; 2025Q3: 10,292 shares 10,292 $590K 0.01% +2,923 Timeline ETSY ETSY INC More: the full row for ETSY 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: 10,212 shares; 2025Q2: 8,207 shares; 2025Q3: 8,881 shares 8,881 $590K 0.01% +674 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 2,047 shares 2,047 $589K 0.01% +56 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,288 shares; 2025Q3: 7,374 shares 7,374 $588K 0.01% +2,086 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 2,835 shares; 2025Q1: 4,295 shares; 2025Q2: 4,767 shares; 2025Q3: 6,181 shares 6,181 $588K 0.01% +1,414 Timeline RSPR 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: 13,619 shares; 2024Q4: 14,853 shares; 2025Q1: 15,795 shares; 2025Q2: 16,901 shares; 2025Q3: 16,593 shares 16,593 $588K 0.01% -308 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,264 shares; 2025Q1: 1,255 shares; 2025Q2: 1,265 shares; 2025Q3: 2,234 shares 2,234 $586K 0.01% +969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 4,753 shares 4,753 $583K 0.01% +8 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: 2,912 shares; 2024Q4: 2,565 shares; 2025Q1: 3,741 shares; 2025Q2: 4,679 shares; 2025Q3: 4,268 shares 4,268 $578K 0.01% -411 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,021 shares; 2025Q1: 4,736 shares; 2025Q2: 4,697 shares; 2025Q3: 5,194 shares 5,194 $576K 0.01% +497 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,491 shares; 2025Q2: 10,247 shares; 2025Q3: 10,070 shares 10,070 $575K 0.01% -177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares 624 $575K 0.01% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,549 shares; 2025Q3: 5,548 shares 5,548 $573K 0.01% -1 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,024 shares; 2025Q2: 11,060 shares; 2025Q3: 10,923 shares 10,923 $571K 0.01% -137 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 7,195 shares; 2025Q1: 6,824 shares; 2025Q2: 7,035 shares; 2025Q3: 6,826 shares 6,826 $571K 0.01% -209 Timeline DJUL 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: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares 12,200 $570K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 2,056 shares; 2025Q1: 1,246 shares; 2025Q2: 1,639 shares; 2025Q3: 1,839 shares 1,839 $568K 0.01% +200 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,008 shares; 2025Q1: 1,220 shares; 2025Q2: 1,442 shares; 2025Q3: 1,830 shares 1,830 $567K 0.01% +388 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: 13,162 shares; 2025Q1: 13,162 shares; 2025Q2: 13,415 shares; 2025Q3: 14,349 shares 14,349 $567K 0.01% +934 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,461 shares 4,461 $567K 0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE 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: not reported; 2025Q1: 20,150 shares; 2025Q2: 34,467 shares; 2025Q3: 39,914 shares 39,914 $566K 0.01% +5,447 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: 1,077 shares; 2024Q4: 1,001 shares; 2025Q1: 2,006 shares; 2025Q2: 2,013 shares; 2025Q3: 2,086 shares 2,086 $566K 0.01% +73 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 2,153 shares; 2025Q1: 2,089 shares; 2025Q2: 2,758 shares; 2025Q3: 2,883 shares 2,883 $565K 0.01% +125 Timeline PBTP 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: 18,326 shares; 2024Q4: 19,307 shares; 2025Q1: 17,305 shares; 2025Q2: 21,398 shares; 2025Q3: 21,573 shares 21,573 $564K 0.01% +175 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 8,599 shares; 2025Q3: 9,934 shares 9,934 $563K 0.01% +1,335 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: 4,745 shares; 2024Q4: 9,213 shares; 2025Q1: 11,193 shares; 2025Q2: 19,386 shares; 2025Q3: 21,872 shares 21,872 $562K 0.01% +2,486 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,014 shares; 2025Q1: 4,962 shares; 2025Q2: 5,206 shares; 2025Q3: 5,371 shares 5,371 $559K 0.01% +165 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 1,763 shares 1,763 $557K 0.01% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 15,739 shares; 2025Q1: 15,233 shares; 2025Q2: 15,502 shares; 2025Q3: 15,657 shares 15,657 $556K 0.01% +155 Timeline SNAP SNAP INC More: the full row for SNAP 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: 144,524 shares; 2025Q3: 71,693 shares 71,693 $553K 0.01% -72,831 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: 12,199 shares; 2024Q4: 10,223 shares; 2025Q1: 9,178 shares; 2025Q2: 10,062 shares; 2025Q3: 9,241 shares 9,241 $552K 0.01% -821 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 3,339 shares; 2025Q1: 6,899 shares; 2025Q2: 6,999 shares; 2025Q3: 7,294 shares 7,294 $552K 0.01% +295 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS 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: 7,051 shares; 2025Q3: 6,205 shares 6,205 $547K 0.01% -846 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 15,373 shares; 2025Q1: 16,351 shares; 2025Q2: 17,718 shares; 2025Q3: 17,601 shares 17,601 $546K 0.01% -117 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,515 shares 4,515 $541K 0.01% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,541 shares; 2024Q4: 36,001 shares; 2025Q1: 37,791 shares; 2025Q2: 38,744 shares; 2025Q3: 27,946 shares 27,946 $540K 0.01% -10,798 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 3,935 shares; 2025Q1: 3,913 shares; 2025Q2: 4,006 shares; 2025Q3: 4,067 shares 4,067 $538K 0.01% +61 Timeline IWX 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: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 6,000 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares 6,102 $536K 0.01% 0 Timeline EEMV 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: not reported; 2024Q4: not reported; 2025Q1: 8,716 shares; 2025Q2: 8,578 shares; 2025Q3: 8,397 shares 8,397 $536K 0.01% -181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 1,797 shares 1,797 $535K 0.01% +917 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,075 shares; 2025Q1: 10,511 shares; 2025Q2: 10,370 shares; 2025Q3: 10,504 shares 10,504 $535K 0.01% +134 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 7,713 shares; 2025Q1: 9,878 shares; 2025Q2: 11,095 shares; 2025Q3: 13,125 shares 13,125 $534K 0.01% +2,030 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,308 shares 6,308 $533K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 9,299 shares; 2025Q3: 6,023 shares 6,023 $533K 0.01% -3,276 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: 1,167 shares; 2025Q3: 1,796 shares 1,796 $532K 0.01% +629 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,253 shares; 2025Q2: 12,063 shares; 2025Q3: 11,430 shares 11,430 $529K 0.01% -633 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,924 shares; 2025Q2: 7,601 shares; 2025Q3: 12,558 shares 12,558 $529K 0.01% +4,957 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: 1,768 shares; 2024Q4: 1,641 shares; 2025Q1: 1,752 shares; 2025Q2: 2,217 shares; 2025Q3: 2,246 shares 2,246 $528K 0.01% +29 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,095 shares; 2025Q3: 5,795 shares 5,795 $527K 0.01% +2,700 Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,989 shares 10,989 $525K 0.01% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,179 shares; 2025Q3: 3,911 shares 3,911 $524K 0.01% -268 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: 32,076 shares; 2024Q4: 29,164 shares; 2025Q1: 53,589 shares; 2025Q2: 51,911 shares; 2025Q3: 22,832 shares 22,832 $524K 0.01% -29,079 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 8,138 shares; 2025Q1: 8,324 shares; 2025Q2: 7,982 shares; 2025Q3: 7,794 shares 7,794 $521K 0.01% -188 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,698 shares; 2025Q2: 6,398 shares; 2025Q3: 7,097 shares 7,097 $521K 0.01% +699 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 5,006 shares; 2025Q2: 11,035 shares; 2025Q3: 8,699 shares 8,699 $520K 0.01% -2,336 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 3,927 shares; 2025Q1: 2,742 shares; 2025Q2: 2,519 shares; 2025Q3: 2,899 shares 2,899 $518K 0.01% +380 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,929 shares; 2025Q3: 10,208 shares 10,208 $518K 0.01% -3,721 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,558 shares; 2025Q2: 6,539 shares; 2025Q3: 6,770 shares 6,770 $517K 0.01% +231 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,069 shares; 2024Q4: 29,400 shares; 2025Q1: 26,296 shares; 2025Q2: 25,388 shares; 2025Q3: 25,540 shares 25,540 $516K 0.01% +152 Timeline LVHD 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: 9,398 shares; 2024Q4: 10,471 shares; 2025Q1: 14,603 shares; 2025Q2: 12,570 shares; 2025Q3: 12,485 shares 12,485 $516K 0.01% -85 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,053 shares; 2025Q1: 8,419 shares; 2025Q2: 9,505 shares; 2025Q3: 11,569 shares 11,569 $515K 0.01% +2,064 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 2,771 shares; 2025Q3: 2,697 shares 2,697 $515K 0.01% -74 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,105 shares; 2025Q1: 6,400 shares; 2025Q2: 6,638 shares; 2025Q3: 6,743 shares 6,743 $515K 0.01% +105 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: 15,676 shares; 2024Q4: 15,511 shares; 2025Q1: 12,599 shares; 2025Q2: 11,538 shares; 2025Q3: 12,194 shares 12,194 $513K 0.01% +656 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 21,865 shares; 2025Q1: 22,444 shares; 2025Q2: 23,717 shares; 2025Q3: 22,531 shares 22,531 $512K 0.01% -1,186 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 75,000 shares; 2025Q3: 66,250 shares 66,250 $511K 0.01% -8,750 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,947 shares 10,947 $509K 0.01% new Timeline IEI 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: 3,366 shares; 2024Q4: 3,077 shares; 2025Q1: 7,966 shares; 2025Q2: 4,724 shares; 2025Q3: 4,257 shares 4,257 $509K 0.01% -467 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,385 shares; 2025Q1: 1,715 shares; 2025Q2: 1,706 shares; 2025Q3: 1,746 shares 1,746 $504K 0.01% +40 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,651 shares; 2025Q3: 23,658 shares 23,658 $503K 0.01% +7 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,947 shares 12,947 $501K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,522 shares; 2025Q3: 10,762 shares 10,762 $500K 0.01% -2,760 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,801 shares; 2025Q3: 5,005 shares 5,005 $500K 0.01% +1,204 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,713 shares; 2024Q4: 25,089 shares; 2025Q1: 25,248 shares; 2025Q2: 28,918 shares; 2025Q3: 29,242 shares 29,242 $499K 0.01% +324 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,044 shares; 2025Q1: 5,249 shares; 2025Q2: 3,459 shares; 2025Q3: 3,223 shares 3,223 $499K 0.01% -236 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 6,139 shares; 2025Q1: 6,335 shares; 2025Q2: 8,442 shares; 2025Q3: 8,594 shares 8,594 $497K 0.01% +152 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: not reported; 2025Q1: 3,213 shares; 2025Q2: 4,046 shares; 2025Q3: 5,215 shares 5,215 $492K 0.01% +1,169 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,165 shares; 2025Q1: 11,374 shares; 2025Q2: 12,574 shares; 2025Q3: 13,664 shares 13,664 $491K 0.01% +1,090 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,627 shares; 2025Q3: 8,351 shares 8,351 $491K 0.01% +1,724 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 5,950 shares; 2025Q3: 6,669 shares 6,669 $490K 0.01% +719 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,606 shares; 2025Q3: 3,095 shares 3,095 $489K 0.01% +489 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,242 shares; 2025Q1: 4,836 shares; 2025Q2: 5,107 shares; 2025Q3: 6,216 shares 6,216 $485K 0.01% +1,109 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,518 shares; 2025Q1: 2,567 shares; 2025Q2: 2,587 shares; 2025Q3: 3,191 shares 3,191 $485K 0.01% +604 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,089 shares; 2025Q1: 2,034 shares; 2025Q2: 2,080 shares; 2025Q3: 2,213 shares 2,213 $482K 0.01% +133 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: 4,935 shares; 2024Q4: 4,913 shares; 2025Q1: 2,655 shares; 2025Q2: 2,600 shares; 2025Q3: 2,833 shares 2,833 $480K 0.01% +233 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 10,027 shares; 2025Q2: 9,849 shares; 2025Q3: 9,992 shares 9,992 $479K 0.01% +143 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,863 shares; 2024Q4: 20,403 shares; 2025Q1: 21,378 shares; 2025Q2: 21,247 shares; 2025Q3: 21,247 shares 21,247 $479K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA 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: 5,014 shares; 2025Q3: 5,211 shares 5,211 $478K 0.01% +197 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF 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: 34,205 shares 34,205 $477K 0.01% new 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: 644 shares; 2024Q4: 577 shares; 2025Q1: 286 shares; 2025Q2: 493 shares; 2025Q3: 501 shares 501 $477K 0.01% +8 Timeline NOCT 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: 4,342 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 8,393 shares 8,393 $477K 0.01% +1,379 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,493 shares; 2025Q1: 3,670 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares 3,716 $477K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,522 shares; 2025Q1: 2,281 shares; 2025Q2: 2,518 shares; 2025Q3: 2,855 shares 2,855 $476K 0.01% +337 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,962 shares; 2025Q2: 10,798 shares; 2025Q3: 11,547 shares 11,547 $475K 0.01% +749 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 7,254 shares; 2025Q1: 7,042 shares; 2025Q2: 7,527 shares; 2025Q3: 7,264 shares 7,264 $472K 0.01% -263 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS 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: 5,078 shares; 2025Q3: 5,164 shares 5,164 $472K 0.01% +86 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,552 shares; 2024Q4: 16,253 shares; 2025Q1: 14,764 shares; 2025Q2: 14,764 shares; 2025Q3: 15,144 shares 15,144 $471K 0.01% +380 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,346 shares; 2025Q3: 7,073 shares 7,073 $469K 0.01% -273 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,779 shares; 2024Q4: 43,545 shares; 2025Q1: 43,591 shares; 2025Q2: 43,639 shares; 2025Q3: 41,688 shares 41,688 $469K 0.01% -1,951 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES 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: 25,236 shares; 2025Q2: 25,556 shares; 2025Q3: 26,280 shares 26,280 $468K 0.01% +724 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,257 shares 12,257 $467K 0.01% new Timeline MDYG 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: 5,032 shares; 2024Q4: 4,823 shares; 2025Q1: 4,631 shares; 2025Q2: 5,174 shares; 2025Q3: 5,075 shares 5,075 $465K 0.01% -99 Timeline GJUL 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: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 11,439 shares 11,439 $464K 0.01% +4,239 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 3,438 shares 3,438 $463K 0.01% +1,491 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,982 shares 17,982 $459K 0.01% new Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,301 shares; 2025Q3: 8,759 shares 8,759 $458K 0.01% +4,458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,558 shares; 2025Q3: 10,329 shares 10,329 $457K 0.01% +2,771 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 4,007 shares; 2025Q3: 4,486 shares 4,486 $456K 0.01% +479 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,513 shares; 2025Q1: 5,766 shares; 2025Q2: 7,618 shares; 2025Q3: 9,339 shares 9,339 $452K 0.01% +1,721 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: not reported; 2024Q4: 3,313 shares; 2025Q1: 5,231 shares; 2025Q2: 5,002 shares; 2025Q3: 5,038 shares 5,038 $452K 0.01% +36 Timeline EWY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,461 shares; 2025Q3: 5,633 shares 5,633 $451K 0.01% +2,172 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares 1,282 $450K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,656 shares; 2025Q3: 4,470 shares 4,470 $449K 0.01% +1,814 Timeline FDRR 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: 9,039 shares; 2024Q4: 7,095 shares; 2025Q1: 7,132 shares; 2025Q2: 7,629 shares; 2025Q3: 7,664 shares 7,664 $449K 0.01% +35 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 873 shares 873 $449K 0.01% -170 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: not reported; 2024Q4: 383 shares; 2025Q1: 600 shares; 2025Q2: 520 shares; 2025Q3: 788 shares 788 $447K 0.01% +268 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: not reported; 2025Q2: 7,213 shares; 2025Q3: 9,068 shares 9,068 $446K 0.01% +1,855 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM 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: not reported; 2025Q1: not reported; 2025Q2: 18,417 shares; 2025Q3: 19,161 shares 19,161 $446K 0.01% +744 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,716 shares; 2024Q4: 14,181 shares; 2025Q1: 16,839 shares; 2025Q2: 16,450 shares; 2025Q3: 13,670 shares 13,670 $446K 0.01% -2,780 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 6,836 shares; 2025Q2: 6,957 shares; 2025Q3: 7,235 shares 7,235 $446K 0.01% +278 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,432 shares; 2024Q4: 18,125 shares; 2025Q1: 17,918 shares; 2025Q2: 22,079 shares; 2025Q3: 24,331 shares 24,331 $444K 0.01% +2,252 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 2,219 shares; 2025Q1: 2,783 shares; 2025Q2: 3,147 shares; 2025Q3: 3,493 shares 3,493 $444K 0.01% +346 Timeline DSI 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: 4,828 shares; 2024Q4: 4,911 shares; 2025Q1: 4,608 shares; 2025Q2: 4,675 shares; 2025Q3: 3,512 shares 3,512 $442K 0.01% -1,163 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 1,248 shares; 2025Q2: 1,312 shares; 2025Q3: 2,236 shares 2,236 $442K 0.01% +924 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 2,020 shares; 2025Q1: 2,358 shares; 2025Q2: 3,000 shares; 2025Q3: 3,431 shares 3,431 $442K 0.01% +431 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,889 shares; 2025Q1: 4,039 shares; 2025Q2: 4,342 shares; 2025Q3: 4,443 shares 4,443 $440K 0.01% +101 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: 12,648 shares; 2024Q4: 11,473 shares; 2025Q1: 15,454 shares; 2025Q2: 11,736 shares; 2025Q3: 11,047 shares 11,047 $438K 0.01% -689 Timeline FENI 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: not reported; 2025Q3: 12,364 shares 12,364 $436K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,379 shares; 2025Q3: 17,479 shares 17,479 $436K 0.01% +5,100 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: not reported; 2024Q4: 7,900 shares; 2025Q1: 7,900 shares; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares 7,900 $436K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 12,821 shares; 2025Q1: 27,140 shares; 2025Q2: 12,729 shares; 2025Q3: 9,896 shares 9,896 $435K 0.01% -2,833 Timeline UMAR 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: 10,279 shares; 2025Q3: 11,143 shares 11,143 $435K 0.01% +864 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 1,460 shares; 2025Q3: 1,672 shares 1,672 $433K 0.01% +212 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,846 shares 9,846 $432K 0.01% new 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,909 shares; 2025Q3: 2,269 shares 2,269 $431K 0.01% +360 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,298 shares; 2025Q1: 9,847 shares; 2025Q2: 10,302 shares; 2025Q3: 10,849 shares 10,849 $429K 0.01% +547 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,060 shares; 2025Q1: 47,060 shares; 2025Q2: 47,060 shares; 2025Q3: 47,060 shares 47,060 $428K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,861 shares; 2025Q2: 3,973 shares; 2025Q3: 3,935 shares 3,935 $428K 0.01% -38 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,285 shares; 2024Q4: 22,993 shares; 2025Q1: 34,743 shares; 2025Q2: 42,259 shares; 2025Q3: 21,803 shares 21,803 $426K 0.01% -20,456 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 5,699 shares; 2025Q1: 5,627 shares; 2025Q2: 5,814 shares; 2025Q3: 5,816 shares 5,816 $426K 0.01% +2 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,231 shares; 2025Q1: 4,270 shares; 2025Q2: 4,393 shares; 2025Q3: 4,551 shares 4,551 $426K 0.01% +158 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,828 shares 15,828 $425K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,670 shares 14,670 $422K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,602 shares; 2024Q4: 16,711 shares; 2025Q1: 10,782 shares; 2025Q2: not reported; 2025Q3: 13,150 shares 13,150 $420K 0.01% new Timeline BSCR 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: 23,000 shares; 2024Q4: 23,042 shares; 2025Q1: 34,732 shares; 2025Q2: 42,289 shares; 2025Q3: 21,257 shares 21,257 $419K 0.01% -21,032 Timeline GCC 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: 21,019 shares; 2024Q4: 19,923 shares; 2025Q1: 20,199 shares; 2025Q2: 20,199 shares; 2025Q3: 19,549 shares 19,549 $418K 0.01% -650 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 5,842 shares; 2025Q3: 6,324 shares 6,324 $417K 0.01% +482 Timeline UAUG 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: not reported; 2025Q3: 10,598 shares 10,598 $417K 0.01% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,685 shares; 2025Q1: 5,380 shares; 2025Q2: 5,566 shares; 2025Q3: 5,749 shares 5,749 $416K 0.01% +183 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: 1,340 shares; 2024Q4: 2,102 shares; 2025Q1: 1,866 shares; 2025Q2: 2,100 shares; 2025Q3: 2,082 shares 2,082 $415K 0.01% -18 Timeline TNET TRINET GROUP INC More: the full row for TRINET 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: 5,535 shares; 2025Q3: 6,204 shares 6,204 $415K 0.01% +669 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,371 shares; 2025Q1: 1,336 shares; 2025Q2: 1,416 shares; 2025Q3: 831 shares 831 $414K 0.01% -585 Timeline UJUN 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: not reported; 2025Q3: 11,289 shares 11,289 $414K 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: 5,022 shares; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 1,817 shares; 2025Q3: 1,886 shares 1,886 $414K 0.01% +69 Timeline