IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,436 shares; 2024Q4: 52,036 shares; 2025Q1: 47,939 shares; 2025Q2: 64,147 shares; 2025Q3: 67,996 shares 67,996 $2.49M 0.02% +3,849 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,766 shares; 2024Q4: 77,569 shares; 2025Q1: 61,338 shares; 2025Q2: 59,930 shares; 2025Q3: 49,902 shares 49,902 $2.46M 0.02% -10,028 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 13,842 shares; 2025Q1: 44,648 shares; 2025Q2: 57,699 shares; 2025Q3: 65,609 shares 65,609 $2.45M 0.02% +7,910 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,630 shares; 2024Q4: 27,495 shares; 2025Q1: 27,495 shares; 2025Q2: 27,375 shares; 2025Q3: 20,245 shares 20,245 $2.45M 0.02% -7,130 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,401 shares; 2024Q4: 53,630 shares; 2025Q1: 57,491 shares; 2025Q2: 59,267 shares; 2025Q3: 50,476 shares 50,476 $2.44M 0.02% -8,791 Timeline SHY 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: 47,642 shares; 2024Q4: 38,544 shares; 2025Q1: 37,108 shares; 2025Q2: 38,929 shares; 2025Q3: 29,433 shares 29,433 $2.44M 0.02% -9,496 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 7,087 shares; 2025Q1: not reported; 2025Q2: 51,007 shares; 2025Q3: 57,681 shares 57,681 $2.44M 0.02% +6,674 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,529 shares; 2025Q1: 5,529 shares; 2025Q2: 5,533 shares; 2025Q3: 5,529 shares 5,529 $2.42M 0.02% -4 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,967 shares; 2024Q4: 42,558 shares; 2025Q1: 43,945 shares; 2025Q2: 42,496 shares; 2025Q3: 39,455 shares 39,455 $2.41M 0.02% -3,041 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,754 shares 92,754 $2.4M 0.02% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,194 shares 24,194 $2.39M 0.02% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,426 shares; 2024Q4: 83,455 shares; 2025Q1: 55,583 shares; 2025Q2: 54,486 shares; 2025Q3: 52,463 shares 52,463 $2.39M 0.02% -2,023 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,555 shares; 2024Q4: 19,076 shares; 2025Q1: 20,342 shares; 2025Q2: 20,240 shares; 2025Q3: 12,380 shares 12,380 $2.38M 0.02% -7,860 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares; 2025Q2: 110,000 shares; 2025Q3: 112,600 shares 112,600 $2.38M 0.02% +2,600 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,313 shares; 2024Q4: 57,882 shares; 2025Q1: 58,672 shares; 2025Q2: 57,528 shares; 2025Q3: 52,810 shares 52,810 $2.37M 0.02% -4,718 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: 227,972 shares; 2024Q4: 219,019 shares; 2025Q1: 203,148 shares; 2025Q2: 203,743 shares; 2025Q3: 17,190 shares 17,190 $2.37M 0.02% -186,553 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,018 shares; 2025Q3: 158,161 shares 158,161 $2.36M 0.02% +20,143 Timeline EMGF 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: 71,914 shares; 2024Q4: 67,962 shares; 2025Q1: 67,287 shares; 2025Q2: 47,535 shares; 2025Q3: 41,640 shares 41,640 $2.36M 0.02% -5,895 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: 19,868 shares; 2024Q4: 17,986 shares; 2025Q1: 19,665 shares; 2025Q2: 18,131 shares; 2025Q3: 9,960 shares 9,960 $2.35M 0.02% -8,171 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 9,091 shares; 2025Q1: 8,473 shares; 2025Q2: 6,696 shares; 2025Q3: 31,500 shares 31,500 $2.3M 0.02% +24,804 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 6,039 shares; 2025Q1: 25,467 shares; 2025Q2: 5,764 shares; 2025Q3: 6,731 shares 6,731 $2.3M 0.02% +967 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 8,275 shares; 2025Q1: 9,704 shares; 2025Q2: 8,167 shares; 2025Q3: 10,628 shares 10,628 $2.28M 0.02% +2,461 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: 39,870 shares; 2024Q4: 40,769 shares; 2025Q1: 41,144 shares; 2025Q2: 42,232 shares; 2025Q3: 36,797 shares 36,797 $2.2M 0.02% -5,435 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,862 shares; 2024Q4: 11,154 shares; 2025Q1: 10,225 shares; 2025Q2: 10,533 shares; 2025Q3: 8,837 shares 8,837 $2.17M 0.02% -1,696 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,193 shares; 2025Q1: 43,354 shares; 2025Q2: 34,823 shares; 2025Q3: 85,622 shares 85,622 $2.17M 0.02% +50,799 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,022 shares; 2025Q1: 2,055 shares; 2025Q2: 2,240 shares; 2025Q3: 4,549 shares 4,549 $2.17M 0.02% +2,309 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: 23,110 shares; 2024Q4: 9,359 shares; 2025Q1: 4,639 shares; 2025Q2: 11,558 shares; 2025Q3: 9,132 shares 9,132 $2.15M 0.02% -2,426 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: 32,962 shares; 2024Q4: 32,932 shares; 2025Q1: 32,951 shares; 2025Q2: 32,932 shares; 2025Q3: 33,144 shares 33,144 $2.15M 0.02% +212 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 4,337 shares; 2025Q1: 1,580 shares; 2025Q2: 1,639 shares; 2025Q3: 11,349 shares 11,349 $2.14M 0.02% +9,710 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 5,702 shares; 2025Q1: 5,879 shares; 2025Q2: 6,698 shares; 2025Q3: 6,179 shares 6,179 $2.14M 0.02% -519 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,728 shares; 2024Q4: not reported; 2025Q1: 63,728 shares; 2025Q2: not reported; 2025Q3: 64,781 shares 64,781 $2.13M 0.02% new Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,751 shares; 2024Q4: 38,434 shares; 2025Q1: 38,434 shares; 2025Q2: 39,065 shares; 2025Q3: 43,139 shares 43,139 $2.13M 0.02% +4,074 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: 67,374 shares; 2024Q4: 69,483 shares; 2025Q1: 69,572 shares; 2025Q2: 71,637 shares; 2025Q3: 30,894 shares 30,894 $2.12M 0.02% -40,743 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: 14,109 shares; 2024Q4: 15,538 shares; 2025Q1: 14,832 shares; 2025Q2: 21,294 shares; 2025Q3: 23,063 shares 23,063 $2.11M 0.02% +1,769 Timeline XSMO 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: not reported; 2025Q3: 28,516 shares 28,516 $2.1M 0.02% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,362 shares; 2024Q4: 24,988 shares; 2025Q1: 18,240 shares; 2025Q2: 22,947 shares; 2025Q3: 17,706 shares 17,706 $2.1M 0.02% -5,241 Timeline OEF 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: 5,208 shares; 2024Q4: 5,674 shares; 2025Q1: 5,522 shares; 2025Q2: 5,470 shares; 2025Q3: 6,236 shares 6,236 $2.08M 0.02% +766 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: 15,048 shares; 2024Q4: 17,527 shares; 2025Q1: 17,454 shares; 2025Q2: 16,976 shares; 2025Q3: 20,607 shares 20,607 $2.07M 0.02% +3,631 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: 15,145 shares; 2024Q4: 15,027 shares; 2025Q1: 14,609 shares; 2025Q2: 15,022 shares; 2025Q3: 4,152 shares 4,152 $2.07M 0.02% -10,870 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 9,312 shares; 2025Q1: 9,641 shares; 2025Q2: 9,649 shares; 2025Q3: 10,863 shares 10,863 $2.06M 0.02% +1,214 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 19,784 shares; 2025Q1: 19,323 shares; 2025Q2: 19,587 shares; 2025Q3: 18,270 shares 18,270 $2.06M 0.02% -1,317 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,122 shares 46,122 $2.05M 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 7,653 shares; 2025Q1: 7,700 shares; 2025Q2: 7,370 shares; 2025Q3: 7,307 shares 7,307 $2.04M 0.02% -63 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,137 shares; 2025Q1: 7,496 shares; 2025Q2: 7,379 shares; 2025Q3: 4,770 shares 4,770 $2.01M 0.02% -2,609 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,248 shares; 2024Q4: 41,125 shares; 2025Q1: 35,670 shares; 2025Q2: 37,704 shares; 2025Q3: 41,099 shares 41,099 $2M 0.02% +3,395 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 7,094 shares; 2025Q1: 7,847 shares; 2025Q2: 9,101 shares; 2025Q3: 14,118 shares 14,118 $1.99M 0.02% +5,017 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,706 shares; 2024Q4: 24,427 shares; 2025Q1: 24,160 shares; 2025Q2: 22,807 shares; 2025Q3: 25,691 shares 25,691 $1.97M 0.02% +2,884 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: 48,636 shares; 2024Q4: 36,286 shares; 2025Q1: 37,160 shares; 2025Q2: 36,748 shares; 2025Q3: 21,923 shares 21,923 $1.97M 0.02% -14,825 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: 47,247 shares; 2024Q4: 52,268 shares; 2025Q1: 52,446 shares; 2025Q2: 54,794 shares; 2025Q3: 59,881 shares 59,881 $1.97M 0.02% +5,087 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,248 shares; 2024Q4: 45,936 shares; 2025Q1: 42,842 shares; 2025Q2: 40,545 shares; 2025Q3: 32,883 shares 32,883 $1.96M 0.02% -7,662 BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,233 shares; 2024Q4: 33,123 shares; 2025Q1: 33,123 shares; 2025Q2: 32,746 shares; 2025Q3: 40,395 shares 40,395 $1.96M 0.02% +7,649 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: 25,869 shares; 2024Q4: 23,119 shares; 2025Q1: 22,538 shares; 2025Q2: 21,629 shares; 2025Q3: 24,079 shares 24,079 $1.94M 0.02% +2,450 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,816 shares; 2024Q4: 14,446 shares; 2025Q1: 12,001 shares; 2025Q2: 12,732 shares; 2025Q3: 92,635 shares 92,635 $1.94M 0.02% +79,903 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: 12,997 shares; 2024Q4: 13,430 shares; 2025Q1: 13,565 shares; 2025Q2: 13,295 shares; 2025Q3: 16,855 shares 16,855 $1.93M 0.02% +3,560 Timeline MGC 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: 24,433 shares; 2024Q4: 1,404 shares; 2025Q1: 2,740 shares; 2025Q2: 993 shares; 2025Q3: 7,829 shares 7,829 $1.91M 0.02% +6,836 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,266 shares; 2024Q4: 49,466 shares; 2025Q1: 65,966 shares; 2025Q2: 67,965 shares; 2025Q3: 55,139 shares 55,139 $1.91M 0.02% -12,826 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,201 shares; 2024Q4: 53,542 shares; 2025Q1: 54,279 shares; 2025Q2: 64,931 shares; 2025Q3: 47,223 shares 47,223 $1.9M 0.02% -17,708 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 887 shares; 2025Q1: 1,063 shares; 2025Q2: 938 shares; 2025Q3: 2,705 shares 2,705 $1.89M 0.02% +1,767 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: 40,306 shares; 2024Q4: 40,682 shares; 2025Q1: 40,520 shares; 2025Q2: 39,876 shares; 2025Q3: 38,087 shares 38,087 $1.87M 0.02% -1,789 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 12,649 shares; 2025Q1: 12,500 shares; 2025Q2: 10,429 shares; 2025Q3: 25,440 shares 25,440 $1.86M 0.02% +15,011 Timeline USXF 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: 32,375 shares 32,375 $1.86M 0.02% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,223 shares; 2024Q4: 17,870 shares; 2025Q1: 15,820 shares; 2025Q2: 17,645 shares; 2025Q3: 19,790 shares 19,790 $1.85M 0.02% +2,145 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 8,902 shares; 2025Q1: 8,362 shares; 2025Q2: 8,334 shares; 2025Q3: 8,611 shares 8,611 $1.84M 0.02% +277 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 5,030 shares; 2025Q1: 6,033 shares; 2025Q2: 6,037 shares; 2025Q3: 6,037 shares 6,037 $1.84M 0.02% 0 Timeline PWB 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: 13,817 shares; 2024Q4: 13,906 shares; 2025Q1: 15,286 shares; 2025Q2: 14,375 shares; 2025Q3: 14,500 shares 14,500 $1.82M 0.02% +125 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,538 shares; 2024Q4: 82,775 shares; 2025Q1: 78,990 shares; 2025Q2: 68,194 shares; 2025Q3: 52,920 shares 52,920 $1.81M 0.02% -15,274 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: 26,595 shares; 2024Q4: 25,903 shares; 2025Q1: 17,282 shares; 2025Q2: 16,085 shares; 2025Q3: 19,231 shares 19,231 $1.81M 0.02% +3,146 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: 7,100 shares; 2024Q4: 7,497 shares; 2025Q1: 11,178 shares; 2025Q2: 13,572 shares; 2025Q3: 15,790 shares 15,790 $1.81M 0.02% +2,218 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,656 shares; 2024Q4: 33,904 shares; 2025Q1: 35,046 shares; 2025Q2: 35,445 shares; 2025Q3: 25,276 shares 25,276 $1.81M 0.02% -10,169 Timeline DFSE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,984 shares 43,984 $1.81M 0.02% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 223 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 224 shares 224 $1.8M 0.02% +196 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 16,487 shares; 2025Q1: 42,952 shares; 2025Q2: 129,243 shares; 2025Q3: 132,581 shares 132,581 $1.79M 0.02% +3,338 Timeline ICLN 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: 146,952 shares; 2024Q4: 118,778 shares; 2025Q1: 106,196 shares; 2025Q2: 108,029 shares; 2025Q3: 115,067 shares 115,067 $1.78M 0.02% +7,038 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 21,921 shares; 2025Q1: 21,946 shares; 2025Q2: 19,333 shares; 2025Q3: 15,534 shares 15,534 $1.78M 0.02% -3,799 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 12,859 shares; 2025Q1: 12,295 shares; 2025Q2: 12,100 shares; 2025Q3: 11,441 shares 11,441 $1.78M 0.02% -659 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,391 shares; 2024Q4: 32,785 shares; 2025Q1: 32,034 shares; 2025Q2: 32,845 shares; 2025Q3: 32,621 shares 32,621 $1.78M 0.02% -224 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 13,576 shares; 2025Q1: 13,827 shares; 2025Q2: 13,584 shares; 2025Q3: 16,212 shares 16,212 $1.77M 0.01% +2,628 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 37,830 shares; 2025Q3: 62,060 shares 62,060 $1.76M 0.01% +24,230 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: 12,542 shares; 2024Q4: 13,193 shares; 2025Q1: 11,371 shares; 2025Q2: 11,100 shares; 2025Q3: 12,430 shares 12,430 $1.74M 0.01% +1,330 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,636 shares; 2024Q4: 23,001 shares; 2025Q1: 22,910 shares; 2025Q2: 22,881 shares; 2025Q3: 20,586 shares 20,586 $1.72M 0.01% -2,295 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 7,039 shares; 2025Q1: 7,168 shares; 2025Q2: 7,040 shares; 2025Q3: 7,278 shares 7,278 $1.72M 0.01% +238 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: 7,626 shares; 2024Q4: 4,701 shares; 2025Q1: 4,809 shares; 2025Q2: 3,965 shares; 2025Q3: 5,301 shares 5,301 $1.71M 0.01% +1,336 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,047 shares; 2025Q2: 58,440 shares; 2025Q3: 67,149 shares 67,149 $1.71M 0.01% +8,709 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 33,987 shares; 2025Q1: 29,200 shares; 2025Q2: 28,685 shares; 2025Q3: 35,807 shares 35,807 $1.7M 0.01% +7,122 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,140 shares 18,140 $1.7M 0.01% new Timeline DCOR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,449 shares 23,449 $1.69M 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 5,318 shares; 2025Q1: 4,156 shares; 2025Q2: 6,185 shares; 2025Q3: 3,760 shares 3,760 $1.68M 0.01% -2,425 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,001 shares; 2025Q1: 12,965 shares; 2025Q2: 22,073 shares; 2025Q3: 32,979 shares 32,979 $1.67M 0.01% +10,906 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,666 shares 18,666 $1.66M 0.01% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,755 shares; 2024Q4: 47,077 shares; 2025Q1: 46,364 shares; 2025Q2: 46,811 shares; 2025Q3: 49,336 shares 49,336 $1.66M 0.01% +2,525 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 1,503 shares; 2025Q1: 6,495 shares; 2025Q2: 1,708 shares; 2025Q3: 1,705 shares 1,705 $1.65M 0.01% -3 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,089 shares; 2025Q1: 10,184 shares; 2025Q2: 10,214 shares; 2025Q3: 12,612 shares 12,612 $1.64M 0.01% +2,398 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,020 shares; 2024Q4: 6,269 shares; 2025Q1: 6,408 shares; 2025Q2: 6,312 shares; 2025Q3: 8,403 shares 8,403 $1.62M 0.01% +2,091 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: 19,432 shares; 2024Q4: 19,380 shares; 2025Q1: 19,108 shares; 2025Q2: 18,389 shares; 2025Q3: 19,092 shares 19,092 $1.62M 0.01% +703 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 18,813 shares; 2025Q1: 18,813 shares; 2025Q2: 18,813 shares; 2025Q3: 18,062 shares 18,062 $1.61M 0.01% -751 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 17,605 shares; 2025Q1: 20,141 shares; 2025Q2: 19,696 shares; 2025Q3: 23,914 shares 23,914 $1.61M 0.01% +4,218 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: 24,202 shares; 2024Q4: 17,198 shares; 2025Q1: 19,493 shares; 2025Q2: 15,737 shares; 2025Q3: 18,221 shares 18,221 $1.61M 0.01% +2,484 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: 11,481 shares; 2024Q4: 11,811 shares; 2025Q1: 12,059 shares; 2025Q2: 11,765 shares; 2025Q3: 19,132 shares 19,132 $1.6M 0.01% +7,367 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,562 shares; 2024Q4: 40,722 shares; 2025Q1: 42,548 shares; 2025Q2: 45,595 shares; 2025Q3: 43,026 shares 43,026 $1.58M 0.01% -2,569 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 20,356 shares; 2025Q1: 101,628 shares; 2025Q2: 17,584 shares; 2025Q3: 16,623 shares 16,623 $1.58M 0.01% -961 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 14,778 shares; 2025Q1: 13,300 shares; 2025Q2: 11,547 shares; 2025Q3: 15,611 shares 15,611 $1.56M 0.01% +4,064 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,205 shares 39,205 $1.55M 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 15,597 shares; 2025Q1: 15,917 shares; 2025Q2: 14,744 shares; 2025Q3: 14,752 shares 14,752 $1.55M 0.01% +8 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: 1,042 shares; 2025Q2: 1,028 shares; 2025Q3: 1,029 shares 1,029 $1.54M 0.01% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 3,914 shares; 2025Q1: 3,970 shares; 2025Q2: 4,378 shares; 2025Q3: 4,673 shares 4,673 $1.54M 0.01% +295 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: 28,339 shares; 2024Q4: 28,157 shares; 2025Q1: 51,347 shares; 2025Q2: 48,576 shares; 2025Q3: 32,381 shares 32,381 $1.53M 0.01% -16,195 Timeline ACWX 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: 21,718 shares; 2024Q4: 27,940 shares; 2025Q1: 168,770 shares; 2025Q2: 151,430 shares; 2025Q3: 23,454 shares 23,454 $1.52M 0.01% -127,976 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 14,962 shares; 2025Q1: 10,366 shares; 2025Q2: 9,985 shares; 2025Q3: 8,537 shares 8,537 $1.52M 0.01% -1,448 Timeline BBEU 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: 52,434 shares; 2024Q4: 50,837 shares; 2025Q1: 49,238 shares; 2025Q2: 49,238 shares; 2025Q3: 21,779 shares 21,779 $1.52M 0.01% -27,459 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 25,584 shares; 2025Q1: 24,935 shares; 2025Q2: 23,398 shares; 2025Q3: 18,597 shares 18,597 $1.51M 0.01% -4,801 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: 5,492 shares; 2024Q4: 4,212 shares; 2025Q1: 5,959 shares; 2025Q2: 5,129 shares; 2025Q3: 6,875 shares 6,875 $1.51M 0.01% +1,746 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 18,693 shares; 2025Q1: 18,641 shares; 2025Q2: 18,868 shares; 2025Q3: 20,507 shares 20,507 $1.51M 0.01% +1,639 Timeline CGW 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: 3,460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,460 shares; 2025Q3: 23,360 shares 23,360 $1.5M 0.01% +19,900 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: 19,866 shares; 2024Q4: 24,207 shares; 2025Q1: 21,074 shares; 2025Q2: 19,999 shares; 2025Q3: 22,173 shares 22,173 $1.5M 0.01% +2,174 Timeline DFAW 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: 5,577 shares; 2024Q4: 7,694 shares; 2025Q1: 9,170 shares; 2025Q2: 9,544 shares; 2025Q3: 20,841 shares 20,841 $1.5M 0.01% +11,297 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: 17,971 shares; 2024Q4: 15,901 shares; 2025Q1: 14,125 shares; 2025Q2: 12,353 shares; 2025Q3: 11,036 shares 11,036 $1.49M 0.01% -1,317 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 6,311 shares; 2025Q1: 6,251 shares; 2025Q2: 6,326 shares; 2025Q3: 7,128 shares 7,128 $1.49M 0.01% +802 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: not reported; 2024Q4: not reported; 2025Q1: 8,523 shares; 2025Q2: 14,778 shares; 2025Q3: 17,744 shares 17,744 $1.48M 0.01% +2,966 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: 16,966 shares; 2024Q4: 21,799 shares; 2025Q1: 21,967 shares; 2025Q2: 47,467 shares; 2025Q3: 150,943 shares 150,943 $1.48M 0.01% +103,476 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: 3,659 shares; 2024Q4: 1,847 shares; 2025Q1: 1,758 shares; 2025Q2: 2,824 shares; 2025Q3: 4,553 shares 4,553 $1.47M 0.01% +1,729 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 6,400 shares; 2025Q1: 5,750 shares; 2025Q2: 5,221 shares; 2025Q3: 4,566 shares 4,566 $1.47M 0.01% -655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,081 shares 13,081 $1.47M 0.01% new 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: 60,097 shares; 2024Q4: 59,416 shares; 2025Q1: 59,791 shares; 2025Q2: 58,893 shares; 2025Q3: 17,736 shares 17,736 $1.46M 0.01% -41,157 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: 7,880 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,515 shares; 2025Q3: 21,482 shares 21,482 $1.46M 0.01% +12,967 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: 7,173 shares; 2024Q4: 6,679 shares; 2025Q1: 8,011 shares; 2025Q2: 11,376 shares; 2025Q3: 15,620 shares 15,620 $1.46M 0.01% +4,244 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,788 shares; 2024Q4: 32,836 shares; 2025Q1: 29,364 shares; 2025Q2: 30,359 shares; 2025Q3: 18,643 shares 18,643 $1.45M 0.01% -11,716 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,863 shares; 2024Q4: 73,341 shares; 2025Q1: 68,845 shares; 2025Q2: 49,124 shares; 2025Q3: 54,038 shares 54,038 $1.45M 0.01% +4,914 DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,343 shares; 2024Q4: 53,508 shares; 2025Q1: 52,997 shares; 2025Q2: 84,247 shares; 2025Q3: 144,568 shares 144,568 $1.45M 0.01% +60,321 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,791 shares; 2024Q4: 50,399 shares; 2025Q1: 41,284 shares; 2025Q2: 39,527 shares; 2025Q3: 10,162 shares 10,162 $1.44M 0.01% -29,365 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,199 shares; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 14,388 shares 14,388 $1.44M 0.01% +12,477 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 109 shares; 2025Q1: 132 shares; 2025Q2: 107 shares; 2025Q3: 334 shares 334 $1.43M 0.01% +227 Timeline FNDE 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: 38,547 shares; 2024Q4: 36,188 shares; 2025Q1: 38,381 shares; 2025Q2: 42,680 shares; 2025Q3: 39,561 shares 39,561 $1.43M 0.01% -3,119 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR 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: not reported; 2025Q3: 682,425 shares 682,425 $1.43M 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,468 shares; 2024Q4: 12,522 shares; 2025Q1: 39,538 shares; 2025Q2: 14,550 shares; 2025Q3: 14,910 shares 14,910 $1.42M 0.01% +360 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,561 shares; 2024Q4: 12,401 shares; 2025Q1: 10,615 shares; 2025Q2: 8,349 shares; 2025Q3: 9,362 shares 9,362 $1.41M 0.01% +1,013 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: not reported; 2024Q4: 11,042 shares; 2025Q1: 11,206 shares; 2025Q2: 11,375 shares; 2025Q3: 11,181 shares 11,181 $1.41M 0.01% -194 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,360 shares; 2024Q4: 37,900 shares; 2025Q1: 128,159 shares; 2025Q2: 41,698 shares; 2025Q3: 25,378 shares 25,378 $1.41M 0.01% -16,320 Timeline JMTG 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: 24,392 shares; 2025Q3: 27,547 shares 27,547 $1.4M 0.01% +3,155 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,225 shares; 2025Q1: 6,025 shares; 2025Q2: 8,775 shares; 2025Q3: 29,611 shares 29,611 $1.4M 0.01% +20,836 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 4,592 shares; 2025Q1: 3,344 shares; 2025Q2: 3,329 shares; 2025Q3: 3,217 shares 3,217 $1.38M 0.01% -112 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 5,058 shares; 2025Q1: 7,521 shares; 2025Q2: 7,547 shares; 2025Q3: 7,501 shares 7,501 $1.38M 0.01% -46 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 320 shares; 2025Q1: 386 shares; 2025Q2: 377 shares; 2025Q3: 1,446 shares 1,446 $1.38M 0.01% +1,069 Timeline LQDH 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: 3,330 shares; 2025Q2: 4,130 shares; 2025Q3: 14,712 shares 14,712 $1.38M 0.01% +10,582 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 7,963 shares; 2025Q1: 5,572 shares; 2025Q2: 13,693 shares; 2025Q3: 13,670 shares 13,670 $1.37M 0.01% -23 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; 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: 34,900 shares 34,900 $1.37M 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 311 shares; 2025Q1: 346 shares; 2025Q2: 348 shares; 2025Q3: 586 shares 586 $1.37M 0.01% +238 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,513 shares; 2025Q1: 4,709 shares; 2025Q2: 4,170 shares; 2025Q3: 5,720 shares 5,720 $1.37M 0.01% +1,550 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,463 shares; 2025Q1: 3,082 shares; 2025Q2: 2,747 shares; 2025Q3: 2,785 shares 2,785 $1.37M 0.01% +38 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,054 shares; 2024Q4: 75,130 shares; 2025Q1: 75,277 shares; 2025Q2: 62,868 shares; 2025Q3: 29,713 shares 29,713 $1.36M 0.01% -33,155 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,148 shares; 2025Q1: 6,548 shares; 2025Q2: 7,076 shares; 2025Q3: 7,577 shares 7,577 $1.36M 0.01% +501 Timeline SUSA 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: 8,667 shares; 2024Q4: 8,127 shares; 2025Q1: 9,205 shares; 2025Q2: 8,899 shares; 2025Q3: 10,009 shares 10,009 $1.36M 0.01% +1,110 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: 6,821 shares; 2024Q4: 7,608 shares; 2025Q1: 7,907 shares; 2025Q2: 8,108 shares; 2025Q3: 2,637 shares 2,637 $1.36M 0.01% -5,471 Timeline BNOV 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: 21,701 shares; 2024Q4: 39,565 shares; 2025Q1: 30,393 shares; 2025Q2: 29,820 shares; 2025Q3: 31,160 shares 31,160 $1.36M 0.01% +1,340 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 8,615 shares; 2025Q1: 8,626 shares; 2025Q2: 8,605 shares; 2025Q3: 10,145 shares 10,145 $1.35M 0.01% +1,540 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 8,483 shares; 2025Q1: 11,149 shares; 2025Q2: 10,054 shares; 2025Q3: 9,198 shares 9,198 $1.35M 0.01% -856 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: 19,839 shares; 2024Q4: 19,976 shares; 2025Q1: 20,376 shares; 2025Q2: 21,190 shares; 2025Q3: 16,300 shares 16,300 $1.34M 0.01% -4,890 Timeline MEAR 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: 21,018 shares; 2024Q4: 21,029 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 26,571 shares 26,571 $1.34M 0.01% +6,571 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,972 shares 31,972 $1.34M 0.01% new 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: 15,756 shares; 2024Q4: 15,008 shares; 2025Q1: 14,632 shares; 2025Q2: 15,227 shares; 2025Q3: 10,796 shares 10,796 $1.33M 0.01% -4,431 Timeline EPI 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: 43,411 shares; 2024Q4: 34,662 shares; 2025Q1: 35,211 shares; 2025Q2: 30,227 shares; 2025Q3: 29,930 shares 29,930 $1.32M 0.01% -297 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,124 shares; 2025Q2: 8,068 shares; 2025Q3: 9,209 shares 9,209 $1.32M 0.01% +1,141 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 33,574 shares; 2025Q1: 37,498 shares; 2025Q2: 40,445 shares; 2025Q3: 40,879 shares 40,879 $1.32M 0.01% +434 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,354 shares; 2025Q1: 7,047 shares; 2025Q2: 6,868 shares; 2025Q3: 7,356 shares 7,356 $1.31M 0.01% +488 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 10,681 shares; 2025Q1: 10,999 shares; 2025Q2: 11,069 shares; 2025Q3: 13,037 shares 13,037 $1.31M 0.01% +1,968 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,069 shares; 2024Q4: 19,978 shares; 2025Q1: 17,941 shares; 2025Q2: 18,472 shares; 2025Q3: 17,237 shares 17,237 $1.3M 0.01% -1,235 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,037 shares 130,037 $1.3M 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 12,855 shares; 2025Q1: 12,162 shares; 2025Q2: 13,916 shares; 2025Q3: 10,232 shares 10,232 $1.29M 0.01% -3,684 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 18,825 shares; 2025Q1: 18,825 shares; 2025Q2: 18,825 shares; 2025Q3: 15,230 shares 15,230 $1.29M 0.01% -3,595 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,759 shares; 2024Q4: 68,061 shares; 2025Q1: 64,884 shares; 2025Q2: 61,563 shares; 2025Q3: 54,233 shares 54,233 $1.29M 0.01% -7,330 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 16,810 shares; 2025Q1: 20,528 shares; 2025Q2: 18,462 shares; 2025Q3: 22,347 shares 22,347 $1.29M 0.01% +3,885 Timeline IHE 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: 20,076 shares; 2024Q4: 20,485 shares; 2025Q1: 19,885 shares; 2025Q2: 19,985 shares; 2025Q3: 17,700 shares 17,700 $1.28M 0.01% -2,285 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,758 shares; 2024Q4: 22,191 shares; 2025Q1: 17,863 shares; 2025Q2: 15,437 shares; 2025Q3: 16,430 shares 16,430 $1.28M 0.01% +993 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: 3,104 shares; 2024Q4: 2,602 shares; 2025Q1: 3,849 shares; 2025Q2: 3,295 shares; 2025Q3: 3,589 shares 3,589 $1.28M 0.01% +294 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 14,056 shares; 2025Q1: 13,154 shares; 2025Q2: 14,328 shares; 2025Q3: 13,095 shares 13,095 $1.28M 0.01% -1,233 Timeline IEO 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: 19,631 shares; 2024Q4: 19,681 shares; 2025Q1: 19,768 shares; 2025Q2: 18,530 shares; 2025Q3: 13,683 shares 13,683 $1.27M 0.01% -4,847 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: 14,241 shares; 2024Q4: 13,993 shares; 2025Q1: 14,167 shares; 2025Q2: 18,137 shares; 2025Q3: 26,238 shares 26,238 $1.27M 0.01% +8,101 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,223 shares; 2025Q1: 1,040 shares; 2025Q2: 1,092 shares; 2025Q3: 1,325 shares 1,325 $1.27M 0.01% +233 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 3,963 shares; 2025Q1: 4,117 shares; 2025Q2: 3,836 shares; 2025Q3: 3,972 shares 3,972 $1.26M 0.01% +136 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,629 shares 4,629 $1.26M 0.01% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 33,411 shares; 2025Q1: 33,423 shares; 2025Q2: 33,935 shares; 2025Q3: 28,287 shares 28,287 $1.26M 0.01% -5,648 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,365 shares; 2025Q1: 6,760 shares; 2025Q2: 6,892 shares; 2025Q3: 7,185 shares 7,185 $1.24M 0.01% +293 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 8,472 shares; 2025Q1: 8,321 shares; 2025Q2: 8,055 shares; 2025Q3: 9,570 shares 9,570 $1.24M 0.01% +1,515 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,917 shares; 2024Q4: 21,423 shares; 2025Q1: 20,101 shares; 2025Q2: 19,318 shares; 2025Q3: 39,148 shares 39,148 $1.24M 0.01% +19,830 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP 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: 17,662 shares 17,662 $1.24M 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,893 shares; 2024Q4: 63,489 shares; 2025Q1: 44,410 shares; 2025Q2: 38,846 shares; 2025Q3: 35,935 shares 35,935 $1.24M 0.01% -2,911 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,259 shares; 2024Q4: 122,529 shares; 2025Q1: 121,479 shares; 2025Q2: 132,329 shares; 2025Q3: 141,661 shares 141,661 $1.23M 0.01% +9,332 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,687 shares; 2024Q4: 32,267 shares; 2025Q1: 28,988 shares; 2025Q2: 24,411 shares; 2025Q3: 26,078 shares 26,078 $1.23M 0.01% +1,667 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,969 shares 10,969 $1.23M 0.01% new 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: 4,500 shares; 2024Q4: 5,097 shares; 2025Q1: 5,049 shares; 2025Q2: 4,903 shares; 2025Q3: 4,976 shares 4,976 $1.23M 0.01% +73 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,097 shares; 2025Q1: 1,974 shares; 2025Q2: 2,291 shares; 2025Q3: 2,876 shares 2,876 $1.22M 0.01% +585 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,203 shares 21,203 $1.22M 0.01% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 39,000 shares 39,000 $1.21M 0.01% +14,000 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: 25,594 shares; 2024Q4: 20,056 shares; 2025Q1: 20,498 shares; 2025Q2: 21,360 shares; 2025Q3: 15,774 shares 15,774 $1.21M 0.01% -5,586 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,266 shares; 2024Q4: 87,746 shares; 2025Q1: 62,555 shares; 2025Q2: 52,262 shares; 2025Q3: 35,078 shares 35,078 $1.21M 0.01% -17,184 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,702 shares; 2024Q4: 16,533 shares; 2025Q1: 11,794 shares; 2025Q2: 9,932 shares; 2025Q3: 9,928 shares 9,928 $1.2M 0.01% -4 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS 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: 12,155 shares 12,155 $1.2M 0.01% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 19,353 shares 19,353 $1.2M 0.01% new Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,768 shares; 2025Q1: 12,768 shares; 2025Q2: 12,768 shares; 2025Q3: 12,768 shares 12,768 $1.2M 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 2,983 shares; 2025Q1: 1,452 shares; 2025Q2: 1,424 shares; 2025Q3: 2,424 shares 2,424 $1.2M 0.01% +1,000 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,880 shares; 2024Q4: 36,227 shares; 2025Q1: 36,103 shares; 2025Q2: 35,309 shares; 2025Q3: 25,173 shares 25,173 $1.19M 0.01% -10,136 Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,095 shares 47,095 $1.19M 0.01% new Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,447 shares; 2024Q4: 46,453 shares; 2025Q1: not reported; 2025Q2: 40,809 shares; 2025Q3: 45,716 shares 45,716 $1.18M 0.01% +4,907 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: 20,206 shares; 2024Q4: 7,342 shares; 2025Q1: 9,309 shares; 2025Q2: 8,862 shares; 2025Q3: 14,990 shares 14,990 $1.18M 0.01% +6,128 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,991 shares; 2024Q4: 56,340 shares; 2025Q1: 52,140 shares; 2025Q2: 46,340 shares; 2025Q3: 33,700 shares 33,700 $1.17M 0.01% -12,640 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 5,053 shares; 2025Q1: 5,273 shares; 2025Q2: 5,195 shares; 2025Q3: 8,421 shares 8,421 $1.16M 0.01% +3,226 Timeline BUFR 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: 15,020 shares; 2024Q4: 15,499 shares; 2025Q1: 16,164 shares; 2025Q2: 26,613 shares; 2025Q3: 34,746 shares 34,746 $1.16M 0.01% +8,133 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,303 shares; 2025Q2: 49,612 shares; 2025Q3: 50,519 shares 50,519 $1.15M 0.01% +907 Timeline ITB 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: 12,180 shares; 2024Q4: 12,170 shares; 2025Q1: 12,170 shares; 2025Q2: 12,196 shares; 2025Q3: 10,718 shares 10,718 $1.15M 0.01% -1,478 Timeline PEY 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: 58,349 shares; 2024Q4: 57,536 shares; 2025Q1: 60,066 shares; 2025Q2: 59,479 shares; 2025Q3: 54,287 shares 54,287 $1.14M 0.01% -5,192 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,931 shares; 2024Q4: 45,919 shares; 2025Q1: 46,184 shares; 2025Q2: 45,377 shares; 2025Q3: 54,795 shares 54,795 $1.14M 0.01% +9,418 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 18,548 shares; 2025Q1: 13,782 shares; 2025Q2: 10,121 shares; 2025Q3: 11,279 shares 11,279 $1.13M 0.01% +1,158 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: not reported; 2025Q1: 21,919 shares; 2025Q2: 21,938 shares; 2025Q3: 19,635 shares 19,635 $1.13M 0.01% -2,303 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: 12,030 shares; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 11,890 shares; 2025Q3: 19,200 shares 19,200 $1.13M 0.01% +7,310 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,056 shares; 2025Q1: 26,643 shares; 2025Q2: 23,639 shares; 2025Q3: 11,681 shares 11,681 $1.13M 0.01% -11,958 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: 24,636 shares; 2024Q4: 25,053 shares; 2025Q1: 26,016 shares; 2025Q2: 25,681 shares; 2025Q3: 14,117 shares 14,117 $1.13M 0.01% -11,564 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 24,268 shares; 2025Q1: 24,270 shares; 2025Q2: 23,867 shares; 2025Q3: 22,736 shares 22,736 $1.12M 0.01% -1,131 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,788 shares; 2024Q4: 55,223 shares; 2025Q1: 56,234 shares; 2025Q2: 56,395 shares; 2025Q3: 51,715 shares 51,715 $1.12M 0.01% -4,680 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 6,144 shares; 2025Q1: 7,393 shares; 2025Q2: 6,038 shares; 2025Q3: 10,105 shares 10,105 $1.11M 0.01% +4,067 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,105 shares; 2025Q1: 2,111 shares; 2025Q2: 2,100 shares; 2025Q3: 581 shares 581 $1.11M 0.01% -1,519 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 7,850 shares; 2025Q1: 9,919 shares; 2025Q2: 13,067 shares; 2025Q3: 17,125 shares 17,125 $1.11M 0.01% +4,058 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 9,658 shares; 2025Q1: 9,711 shares; 2025Q2: 9,668 shares; 2025Q3: 11,474 shares 11,474 $1.1M 0.01% +1,806 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: not reported; 2025Q3: 10,632 shares 10,632 $1.1M 0.01% new Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 20,053 shares; 2025Q1: 21,501 shares; 2025Q2: 22,034 shares; 2025Q3: 22,829 shares 22,829 $1.09M 0.01% +795 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,166 shares; 2024Q4: 66,416 shares; 2025Q1: 59,083 shares; 2025Q2: 51,783 shares; 2025Q3: 44,031 shares 44,031 $1.09M 0.01% -7,752 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,666 shares 33,666 $1.09M 0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,021 shares 47,021 $1.09M 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,337 shares; 2025Q1: 3,218 shares; 2025Q2: 2,931 shares; 2025Q3: 3,984 shares 3,984 $1.09M 0.01% +1,053 Timeline Tradr 2X Long APP Daily ETF Tradr 2X Long APP Daily ETF More: the full row for Tradr 2X Long APP Daily 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: 7,350 shares 7,350 $1.09M 0.01% new RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,186 shares 21,186 $1.08M 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 1,490 shares; 2025Q1: 1,784 shares; 2025Q2: 1,978 shares; 2025Q3: 3,455 shares 3,455 $1.08M 0.01% +1,477 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: 4,182 shares; 2024Q4: 5,163 shares; 2025Q1: 5,220 shares; 2025Q2: 4,227 shares; 2025Q3: 11,864 shares 11,864 $1.08M 0.01% +7,637 Timeline SPPP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,715 shares 78,715 $1.07M 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,402 shares; 2024Q4: not reported; 2025Q1: 16,621 shares; 2025Q2: 18,267 shares; 2025Q3: 19,975 shares 19,975 $1.06M 0.01% +1,708 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,834 shares; 2025Q1: 1,817 shares; 2025Q2: 2,212 shares; 2025Q3: 3,024 shares 3,024 $1.06M 0.01% +812 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: 89,792 shares; 2024Q4: 82,747 shares; 2025Q1: 82,201 shares; 2025Q2: 81,551 shares; 2025Q3: 57,867 shares 57,867 $1.06M 0.01% -23,684 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: 19,605 shares; 2024Q4: 20,710 shares; 2025Q1: 19,491 shares; 2025Q2: 17,053 shares; 2025Q3: 19,593 shares 19,593 $1.05M 0.01% +2,540 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares 2,654 $1.05M 0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 52,400 shares; 2025Q3: 67,838 shares 67,838 $1.05M 0.01% +15,438 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,174 shares; 2024Q4: 25,451 shares; 2025Q1: 21,534 shares; 2025Q2: 15,687 shares; 2025Q3: 14,087 shares 14,087 $1.05M 0.01% -1,600 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,823 shares; 2024Q4: 46,658 shares; 2025Q1: 47,588 shares; 2025Q2: 47,368 shares; 2025Q3: 9,352 shares 9,352 $1.04M 0.01% -38,016 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: not reported; 2025Q2: not reported; 2025Q3: 79,378 shares 79,378 $1.04M 0.01% new Timeline DMXF 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: 13,681 shares 13,681 $1.04M 0.01% new Timeline FSTA 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: 20,748 shares 20,748 $1.03M 0.01% new 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: 26,656 shares; 2024Q4: 26,317 shares; 2025Q1: 27,453 shares; 2025Q2: 27,618 shares; 2025Q3: 27,455 shares 27,455 $1.03M 0.01% -163 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,121 shares; 2024Q4: 16,602 shares; 2025Q1: 19,287 shares; 2025Q2: 16,715 shares; 2025Q3: 16,888 shares 16,888 $1.03M 0.01% +173 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,197 shares; 2024Q4: 22,197 shares; 2025Q1: 21,484 shares; 2025Q2: 21,484 shares; 2025Q3: 30,060 shares 30,060 $1.02M 0.01% +8,576 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,493 shares; 2025Q1: 4,765 shares; 2025Q2: 6,529 shares; 2025Q3: 9,584 shares 9,584 $1.02M 0.01% +3,055 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: 9,948 shares; 2024Q4: 10,751 shares; 2025Q1: 12,277 shares; 2025Q2: 11,794 shares; 2025Q3: 11,315 shares 11,315 $1.02M 0.01% -479 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,800 shares 31,800 $1.02M 0.01% new 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: 4,298 shares; 2024Q4: 3,800 shares; 2025Q1: 5,336 shares; 2025Q2: 4,940 shares; 2025Q3: 4,218 shares 4,218 $1.02M 0.01% -722 Timeline IEV 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: 15,499 shares 15,499 $1.01M 0.01% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,506 shares; 2025Q1: 8,005 shares; 2025Q2: 12,858 shares; 2025Q3: 19,865 shares 19,865 $1.01M 0.01% +7,007 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 8,024 shares; 2025Q1: 7,948 shares; 2025Q2: 7,851 shares; 2025Q3: 7,597 shares 7,597 $1M 0.01% -254 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,685 shares 29,685 $1M 0.01% new Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,911 shares 26,911 $1M 0.01% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,631 shares; 2024Q4: 19,631 shares; 2025Q1: 19,631 shares; 2025Q2: 18,980 shares; 2025Q3: 39,051 shares 39,051 $998K 0.01% +20,071 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,654 shares; 2024Q4: 93,293 shares; 2025Q1: 99,778 shares; 2025Q2: 99,903 shares; 2025Q3: 75,790 shares 75,790 $996K 0.01% -24,113 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 16,545 shares; 2025Q1: 17,122 shares; 2025Q2: 14,725 shares; 2025Q3: 10,599 shares 10,599 $988K 0.01% -4,126 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 13,125 shares; 2025Q1: 13,125 shares; 2025Q2: 13,125 shares; 2025Q3: 17,157 shares 17,157 $983K 0.01% +4,032 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 27,609 shares; 2025Q1: 38,274 shares; 2025Q2: 37,894 shares; 2025Q3: 41,202 shares 41,202 $983K 0.01% +3,308 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 8,811 shares; 2025Q1: 8,803 shares; 2025Q2: 8,757 shares; 2025Q3: 7,981 shares 7,981 $977K 0.01% -776 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 8,888 shares; 2025Q1: 8,795 shares; 2025Q2: 8,208 shares; 2025Q3: 9,910 shares 9,910 $974K 0.01% +1,702 Timeline TSMU GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,500 shares 24,500 $971K 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,066 shares; 2024Q4: 27,586 shares; 2025Q1: 20,625 shares; 2025Q2: 17,892 shares; 2025Q3: 14,485 shares 14,485 $969K 0.01% -3,407 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: 65,700 shares; 2024Q4: 59,900 shares; 2025Q1: 55,100 shares; 2025Q2: 52,100 shares; 2025Q3: 36,800 shares 36,800 $962K 0.01% -15,300 Timeline UPRO 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: 8,998 shares; 2024Q4: 8,998 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares; 2025Q3: 8,580 shares 8,580 $957K 0.01% -418 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,218 shares; 2025Q1: 5,474 shares; 2025Q2: 7,540 shares; 2025Q3: 7,466 shares 7,466 $946K 0.01% -74 Timeline IBDX 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: 19,517 shares; 2024Q4: 22,515 shares; 2025Q1: 30,801 shares; 2025Q2: 31,865 shares; 2025Q3: 36,896 shares 36,896 $945K 0.01% +5,031 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,329 shares 11,329 $945K 0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,722 shares; 2025Q1: 3,862 shares; 2025Q2: 3,609 shares; 2025Q3: 4,530 shares 4,530 $943K 0.01% +921 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 5,523 shares; 2025Q1: 5,523 shares; 2025Q2: 5,616 shares; 2025Q3: 11,793 shares 11,793 $943K 0.01% +6,177 Timeline CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,917 shares; 2024Q4: 41,428 shares; 2025Q1: 39,629 shares; 2025Q2: 39,657 shares; 2025Q3: 36,064 shares 36,064 $942K 0.01% -3,593 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,426 shares 6,426 $937K 0.01% -74 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: 46,495 shares; 2024Q4: 42,957 shares; 2025Q1: 36,608 shares; 2025Q2: 22,951 shares; 2025Q3: 16,796 shares 16,796 $936K 0.01% -6,155 Timeline SH 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: 72,486 shares; 2025Q1: 60,131 shares; 2025Q2: 35,204 shares; 2025Q3: 25,231 shares 25,231 $933K 0.01% -9,973 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 75,000 shares 75,000 $929K 0.01% new 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: 21,260 shares; 2024Q4: 21,170 shares; 2025Q1: 21,170 shares; 2025Q2: 25,404 shares; 2025Q3: 25,304 shares 25,304 $928K 0.01% -100 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares 2,199 $922K 0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,449 shares; 2025Q1: 5,423 shares; 2025Q2: 5,351 shares; 2025Q3: 3,443 shares 3,443 $922K 0.01% -1,908 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 7,289 shares; 2025Q1: 7,168 shares; 2025Q2: 7,813 shares; 2025Q3: 9,013 shares 9,013 $919K 0.01% +1,200 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES 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: 7,110 shares 7,110 $914K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 7,986 shares; 2025Q1: 7,892 shares; 2025Q2: 7,528 shares; 2025Q3: 6,439 shares 6,439 $911K 0.01% -1,089 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: 5,905 shares; 2024Q4: 5,768 shares; 2025Q1: 9,772 shares; 2025Q2: 9,452 shares; 2025Q3: 8,298 shares 8,298 $910K 0.01% -1,154 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 3,339 shares; 2025Q1: 4,278 shares; 2025Q2: 17,080 shares; 2025Q3: 18,502 shares 18,502 $907K 0.01% +1,422 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,775 shares; 2024Q4: 11,901 shares; 2025Q1: 13,402 shares; 2025Q2: 11,229 shares; 2025Q3: 11,053 shares 11,053 $907K 0.01% -176 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: 64,849 shares; 2024Q4: 74,084 shares; 2025Q1: not reported; 2025Q2: 64,746 shares; 2025Q3: 53,133 shares 53,133 $906K 0.01% -11,613 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,082 shares; 2025Q1: 47,116 shares; 2025Q2: 51,999 shares; 2025Q3: 20,095 shares 20,095 $906K 0.01% -31,904 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 6,133 shares; 2025Q1: 6,061 shares; 2025Q2: 6,777 shares; 2025Q3: 9,604 shares 9,604 $906K 0.01% +2,827 Timeline FSEP 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: 8,811 shares; 2024Q4: 8,811 shares; 2025Q1: 8,511 shares; 2025Q2: 7,841 shares; 2025Q3: 17,915 shares 17,915 $905K 0.01% +10,074 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE 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: not reported; 2025Q2: not reported; 2025Q3: 64,024 shares 64,024 $904K 0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 8,895 shares 8,895 $896K 0.01% +4,050 Timeline PRF 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: 52,446 shares; 2024Q4: 50,264 shares; 2025Q1: 52,452 shares; 2025Q2: 53,125 shares; 2025Q3: 19,729 shares 19,729 $892K 0.01% -33,396 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,067 shares; 2025Q1: 6,067 shares; 2025Q2: 6,044 shares; 2025Q3: 6,284 shares 6,284 $889K 0.01% +240 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: 4,252 shares; 2024Q4: 20,583 shares; 2025Q1: 27,737 shares; 2025Q2: 22,671 shares; 2025Q3: 30,830 shares 30,830 $888K 0.01% +8,159 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,074 shares 5,074 $888K 0.01% new 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: 17,950 shares; 2024Q4: 18,825 shares; 2025Q1: 20,776 shares; 2025Q2: 20,341 shares; 2025Q3: 15,931 shares 15,931 $881K 0.01% -4,410 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376 shares; 2024Q4: 13,840 shares; 2025Q1: 14,938 shares; 2025Q2: 14,384 shares; 2025Q3: 10,664 shares 10,664 $878K 0.01% -3,720 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: 5,018 shares; 2024Q4: 5,020 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 7,278 shares 7,278 $873K 0.01% +3,043 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 3,054 shares; 2025Q1: 2,465 shares; 2025Q2: 3,159 shares; 2025Q3: 4,242 shares 4,242 $871K 0.01% +1,083 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: not reported; 2025Q3: 65,704 shares 65,704 $871K 0.01% new Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,849 shares; 2024Q4: 23,451 shares; 2025Q1: 20,896 shares; 2025Q2: 19,778 shares; 2025Q3: 13,532 shares 13,532 $867K 0.01% -6,246 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,926 shares; 2024Q4: 40,120 shares; 2025Q1: 40,307 shares; 2025Q2: 111,001 shares; 2025Q3: 108,418 shares 108,418 $866K 0.01% -2,583 Timeline BSMQ 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: 31,373 shares; 2024Q4: 31,379 shares; 2025Q1: 31,385 shares; 2025Q2: 31,179 shares; 2025Q3: 36,646 shares 36,646 $866K 0.01% +5,467 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: 68,313 shares; 2024Q4: 65,215 shares; 2025Q1: 55,157 shares; 2025Q2: 41,688 shares; 2025Q3: 37,728 shares 37,728 $865K 0.01% -3,960 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,663 shares; 2025Q1: 4,658 shares; 2025Q2: 4,661 shares; 2025Q3: 3,768 shares 3,768 $865K 0.01% -893 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,014 shares 9,014 $864K 0.01% new 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: not reported; 2025Q3: 17,462 shares 17,462 $859K 0.01% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; 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: 80,034 shares 80,034 $852K 0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 31,568 shares; 2025Q1: 27,397 shares; 2025Q2: 25,633 shares; 2025Q3: 27,334 shares 27,334 $852K 0.01% +1,701 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: 1,298 shares; 2025Q2: 1,584 shares; 2025Q3: 2,052 shares 2,052 $850K 0.01% +468 Timeline BMAR 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: 18,950 shares; 2024Q4: 18,890 shares; 2025Q1: 16,943 shares; 2025Q2: 15,723 shares; 2025Q3: 16,453 shares 16,453 $849K 0.01% +730 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,445 shares; 2025Q1: 24,848 shares; 2025Q2: 29,530 shares; 2025Q3: 36,553 shares 36,553 $848K 0.01% +7,023 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: not reported; 2024Q4: 2,361 shares; 2025Q1: 2,364 shares; 2025Q2: 2,667 shares; 2025Q3: 6,267 shares 6,267 $847K 0.01% +3,600 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,205 shares; 2024Q4: 28,405 shares; 2025Q1: 25,805 shares; 2025Q2: 23,030 shares; 2025Q3: 18,480 shares 18,480 $846K 0.01% -4,550 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: 50,498 shares; 2025Q2: 74,231 shares; 2025Q3: 59,456 shares 59,456 $844K 0.01% -14,775 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: 44,417 shares; 2024Q4: 41,540 shares; 2025Q1: 41,580 shares; 2025Q2: 41,859 shares; 2025Q3: 34,015 shares 34,015 $843K 0.01% -7,844 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 7,347 shares; 2025Q1: 7,384 shares; 2025Q2: 7,150 shares; 2025Q3: 5,363 shares 5,363 $842K 0.01% -1,787 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 19,987 shares; 2025Q1: 19,887 shares; 2025Q2: 20,247 shares; 2025Q3: 18,452 shares 18,452 $840K 0.01% -1,795 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,176 shares 19,176 $840K 0.01% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 753 shares; 2025Q1: 1,330 shares; 2025Q2: 1,479 shares; 2025Q3: 1,794 shares 1,794 $838K 0.01% +315 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 14,567 shares; 2025Q1: 13,862 shares; 2025Q2: 13,843 shares; 2025Q3: 17,583 shares 17,583 $836K 0.01% +3,740 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: 13,942 shares; 2024Q4: 12,434 shares; 2025Q1: 9,208 shares; 2025Q2: 7,749 shares; 2025Q3: 6,206 shares 6,206 $836K 0.01% -1,543 Timeline SHYM 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: not reported; 2025Q3: 37,339 shares 37,339 $834K 0.01% new 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: 16,034 shares; 2024Q4: 15,408 shares; 2025Q1: 13,535 shares; 2025Q2: 14,042 shares; 2025Q3: 14,697 shares 14,697 $834K 0.01% +655 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 12,590 shares; 2025Q1: 12,511 shares; 2025Q2: 13,173 shares; 2025Q3: 9,933 shares 9,933 $832K 0.01% -3,240 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 12,826 shares 12,826 $831K 0.01% +5,380 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,738 shares; 2025Q3: 51,598 shares 51,598 $830K 0.01% +40,860 Timeline QQQI 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: not reported; 2025Q2: not reported; 2025Q3: 15,222 shares 15,222 $825K 0.01% new 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: 4,255 shares; 2024Q4: 4,304 shares; 2025Q1: 7,533 shares; 2025Q2: 4,569 shares; 2025Q3: 16,070 shares 16,070 $824K 0.01% +11,501 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,757 shares; 2024Q4: 138,924 shares; 2025Q1: 138,509 shares; 2025Q2: 138,593 shares; 2025Q3: 45,123 shares 45,123 $824K 0.01% -93,470 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,237 shares 8,237 $823K 0.01% new 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: 1,149 shares; 2024Q4: 1,449 shares; 2025Q1: 1,450 shares; 2025Q2: 1,451 shares; 2025Q3: 2,472 shares 2,472 $822K 0.01% +1,021 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,461 shares; 2025Q3: 18,391 shares 18,391 $822K 0.01% +930 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,213 shares; 2025Q1: 3,203 shares; 2025Q2: 3,224 shares; 2025Q3: 9,232 shares 9,232 $818K 0.01% +6,008 Timeline AVSC 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: 25,266 shares; 2024Q4: 25,855 shares; 2025Q1: 16,173 shares; 2025Q2: 12,080 shares; 2025Q3: 14,262 shares 14,262 $816K 0.01% +2,182 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,584 shares; 2025Q1: 2,344 shares; 2025Q2: 2,335 shares; 2025Q3: 1,977 shares 1,977 $799K 0.01% -358 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 8,574 shares; 2025Q2: 10,186 shares; 2025Q3: 9,564 shares 9,564 $798K 0.01% -622 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,980 shares; 2024Q4: 27,881 shares; 2025Q1: 27,882 shares; 2025Q2: 27,883 shares; 2025Q3: 17,908 shares 17,908 $798K 0.01% -9,975 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,230 shares; 2025Q2: 12,213 shares; 2025Q3: 12,364 shares 12,364 $796K 0.01% +151 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: 12,114 shares; 2024Q4: 13,667 shares; 2025Q1: 11,007 shares; 2025Q2: 11,479 shares; 2025Q3: 10,538 shares 10,538 $791K 0.01% -941 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 22,237 shares; 2025Q1: 46,138 shares; 2025Q2: 54,804 shares; 2025Q3: 65,987 shares 65,987 $789K 0.01% +11,183 Timeline IBMR 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: 11,703 shares; 2025Q1: 16,742 shares; 2025Q2: 16,833 shares; 2025Q3: 30,841 shares 30,841 $787K 0.01% +14,008 Timeline RH RH More: the full row for RH Quarterly shares; 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: 3,870 shares 3,870 $786K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: 11,120 shares; 2025Q1: 11,117 shares; 2025Q2: 10,417 shares; 2025Q3: 10,003 shares 10,003 $784K 0.01% -414 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,293 shares; 2024Q4: 13,257 shares; 2025Q1: 13,018 shares; 2025Q2: 12,794 shares; 2025Q3: 12,953 shares 12,953 $784K 0.01% +159 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares 7,500 $782K 0.01% new 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: 4,566 shares; 2024Q4: 6,292 shares; 2025Q1: 5,547 shares; 2025Q2: 5,758 shares; 2025Q3: 11,501 shares 11,501 $776K 0.01% +5,743 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: 18,304 shares; 2024Q4: 19,899 shares; 2025Q1: 18,366 shares; 2025Q2: 19,518 shares; 2025Q3: 16,805 shares 16,805 $769K 0.01% -2,713 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 447 shares; 2025Q1: 460 shares; 2025Q2: 6,688 shares; 2025Q3: 7,116 shares 7,116 $767K 0.01% +428 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 2,908 shares; 2025Q3: 5,374 shares 5,374 $765K 0.01% +2,466 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: 47,300 shares; 2024Q4: 47,733 shares; 2025Q1: 46,780 shares; 2025Q2: 47,151 shares; 2025Q3: 12,700 shares 12,700 $757K 0.01% -34,451 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 8,134 shares; 2025Q1: 8,097 shares; 2025Q2: 16,693 shares; 2025Q3: 17,222 shares 17,222 $755K 0.01% +529 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: 927 shares; 2024Q4: 810 shares; 2025Q1: 1,322 shares; 2025Q2: 899 shares; 2025Q3: 1,321 shares 1,321 $749K 0.01% +422 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,850 shares; 2025Q1: 83,655 shares; 2025Q2: 96,355 shares; 2025Q3: 65,500 shares 65,500 $746K 0.01% -30,855 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: 4,226 shares; 2024Q4: 3,579 shares; 2025Q1: 3,830 shares; 2025Q2: 3,908 shares; 2025Q3: 3,805 shares 3,805 $745K 0.01% -103 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: 19,299 shares; 2024Q4: 15,559 shares; 2025Q1: 14,112 shares; 2025Q2: 13,730 shares; 2025Q3: 11,050 shares 11,050 $745K 0.01% -2,680 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,770 shares 24,770 $744K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,520 shares; 2025Q1: 6,545 shares; 2025Q2: 6,075 shares; 2025Q3: 11,034 shares 11,034 $744K 0.01% +4,959 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,322 shares; 2024Q4: 28,284 shares; 2025Q1: 25,821 shares; 2025Q2: 22,142 shares; 2025Q3: 14,746 shares 14,746 $743K 0.01% -7,396 Timeline HACK 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: 6,910 shares; 2024Q4: 7,110 shares; 2025Q1: 7,110 shares; 2025Q2: 7,110 shares; 2025Q3: 8,533 shares 8,533 $741K 0.01% +1,423 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: 27,165 shares; 2024Q4: 18,237 shares; 2025Q1: 17,228 shares; 2025Q2: 18,688 shares; 2025Q3: 14,884 shares 14,884 $739K 0.01% -3,804 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,726 shares 35,726 $738K 0.01% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 10,884 shares; 2025Q1: 10,884 shares; 2025Q2: 10,639 shares; 2025Q3: 10,409 shares 10,409 $732K 0.01% -230 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: not reported; 2024Q4: not reported; 2025Q1: 2,538 shares; 2025Q2: 2,538 shares; 2025Q3: 3,666 shares 3,666 $731K 0.01% +1,128 Timeline DFIP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,289 shares 17,289 $730K 0.01% new 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: 3,479 shares; 2024Q4: 3,444 shares; 2025Q1: 3,329 shares; 2025Q2: 3,339 shares; 2025Q3: 3,203 shares 3,203 $729K 0.01% -136 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,200 shares; 2025Q1: 5,847 shares; 2025Q2: 5,996 shares; 2025Q3: 5,002 shares 5,002 $729K 0.01% -994 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: 5,444 shares; 2024Q4: 5,447 shares; 2025Q1: 5,698 shares; 2025Q2: 5,701 shares; 2025Q3: 7,956 shares 7,956 $728K 0.01% +2,255 Timeline DNOW DNOW INC More: the full row for DNOW 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: 25,562 shares; 2025Q2: 34,366 shares; 2025Q3: 47,688 shares 47,688 $727K 0.01% +13,322 Timeline FELV 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: 21,649 shares 21,649 $726K 0.01% new Timeline SPXT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares 7,200 $726K 0.01% new 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: 17,350 shares; 2024Q4: 16,000 shares; 2025Q1: 13,100 shares; 2025Q2: 10,050 shares; 2025Q3: 7,650 shares 7,650 $725K 0.01% -2,400 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,286 shares; 2025Q1: 2,863 shares; 2025Q2: 3,097 shares; 2025Q3: 2,876 shares 2,876 $724K 0.01% -221 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; 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: 7,733 shares 7,733 $724K 0.01% new 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: 5,945 shares; 2024Q4: 5,943 shares; 2025Q1: 5,719 shares; 2025Q2: 5,670 shares; 2025Q3: 1,482 shares 1,482 $719K 0.01% -4,188 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,727 shares; 2024Q4: 16,129 shares; 2025Q1: 15,104 shares; 2025Q2: 17,888 shares; 2025Q3: 15,223 shares 15,223 $714K 0.01% -2,665 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; 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: 91,709 shares 91,709 $713K 0.01% new Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 30,967 shares; 2025Q1: 30,967 shares; 2025Q2: 62,372 shares; 2025Q3: 62,372 shares 62,372 $710K 0.01% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,883 shares 21,883 $709K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 62,176 shares 62,176 $708K 0.01% new Timeline DFSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,280 shares 13,280 $707K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 830 shares; 2025Q1: 719 shares; 2025Q2: 775 shares; 2025Q3: 536 shares 536 $706K 0.01% -239 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,080 shares; 2025Q2: 3,780 shares; 2025Q3: 4,205 shares 4,205 $706K 0.01% +425 Timeline IHI 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: 10,001 shares; 2024Q4: 7,405 shares; 2025Q1: 7,408 shares; 2025Q2: 6,842 shares; 2025Q3: 11,730 shares 11,730 $705K 0.01% +4,888 Timeline IBDY 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: 12,060 shares; 2024Q4: 13,903 shares; 2025Q1: 22,457 shares; 2025Q2: 21,909 shares; 2025Q3: 26,575 shares 26,575 $697K 0.01% +4,666 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,585 shares; 2025Q1: 4,854 shares; 2025Q2: 4,800 shares; 2025Q3: 4,355 shares 4,355 $695K 0.01% -445 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 47,910 shares; 2025Q1: 41,612 shares; 2025Q2: 34,274 shares; 2025Q3: 29,687 shares 29,687 $694K 0.01% -4,587 Timeline IGOV 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: 16,258 shares 16,258 $693K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,426 shares; 2025Q1: 4,237 shares; 2025Q2: 3,890 shares; 2025Q3: 2,586 shares 2,586 $691K 0.01% -1,304 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: 31,839 shares; 2024Q4: 30,828 shares; 2025Q1: 30,171 shares; 2025Q2: 31,257 shares; 2025Q3: 33,241 shares 33,241 $688K 0.01% +1,984 BIDU BAIDU INC More: the full row for BAIDU 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: 5,180 shares 5,180 $683K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,649 shares; 2024Q4: 12,048 shares; 2025Q1: 11,757 shares; 2025Q2: 11,755 shares; 2025Q3: 3,578 shares 3,578 $681K 0.01% -8,177 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: 7,892 shares; 2024Q4: 7,741 shares; 2025Q1: 7,738 shares; 2025Q2: 7,966 shares; 2025Q3: 5,533 shares 5,533 $678K 0.01% -2,433 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: 48,388 shares; 2024Q4: 55,754 shares; 2025Q1: 57,902 shares; 2025Q2: 61,918 shares; 2025Q3: 14,367 shares 14,367 $674K 0.01% -47,551 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 2,044 shares; 2025Q1: 1,973 shares; 2025Q2: 1,862 shares; 2025Q3: 3,557 shares 3,557 $669K 0.01% +1,695 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: 3,159 shares; 2024Q4: 2,809 shares; 2025Q1: 3,469 shares; 2025Q2: 3,433 shares; 2025Q3: 3,968 shares 3,968 $669K 0.01% +535 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: 12,116 shares; 2024Q4: 12,937 shares; 2025Q1: 13,135 shares; 2025Q2: 13,751 shares; 2025Q3: 14,807 shares 14,807 $666K 0.01% +1,056 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: 5,765 shares; 2024Q4: 5,283 shares; 2025Q1: 5,000 shares; 2025Q2: 5,430 shares; 2025Q3: 4,651 shares 4,651 $666K 0.01% -779 Timeline GGLL 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: not reported; 2025Q3: 10,496 shares 10,496 $663K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,264 shares; 2025Q1: 4,536 shares; 2025Q2: 4,541 shares; 2025Q3: 4,517 shares 4,517 $658K 0.01% -24 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: 4,867 shares; 2024Q4: 6,446 shares; 2025Q1: 6,651 shares; 2025Q2: 8,829 shares; 2025Q3: 5,194 shares 5,194 $658K 0.01% -3,635 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 25,418 shares; 2025Q1: 25,418 shares; 2025Q2: 25,418 shares; 2025Q3: 18,619 shares 18,619 $657K 0.01% -6,799 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,928 shares; 2024Q4: 21,089 shares; 2025Q1: 19,777 shares; 2025Q2: 20,401 shares; 2025Q3: 20,299 shares 20,299 $655K 0.01% -102 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,875 shares; 2024Q4: 122,000 shares; 2025Q1: 120,000 shares; 2025Q2: 108,900 shares; 2025Q3: 72,100 shares 72,100 $654K 0.01% -36,800 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,642 shares; 2025Q2: not reported; 2025Q3: 13,592 shares 13,592 $652K 0.01% new 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: 6,647 shares; 2024Q4: 6,717 shares; 2025Q1: 6,401 shares; 2025Q2: 6,203 shares; 2025Q3: 10,166 shares 10,166 $649K 0.01% +3,963 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 9,455 shares; 2025Q1: 9,548 shares; 2025Q2: 9,548 shares; 2025Q3: 7,149 shares 7,149 $649K 0.01% -2,399 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,191 shares; 2024Q4: 28,184 shares; 2025Q1: 27,650 shares; 2025Q2: 26,849 shares; 2025Q3: 28,249 shares 28,249 $648K 0.01% +1,400 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 864 shares; 2025Q3: 1,513 shares 1,513 $644K 0.01% +649 Timeline SCHK 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: 7,522 shares; 2024Q4: 15,058 shares; 2025Q1: 15,068 shares; 2025Q2: 15,563 shares; 2025Q3: 20,011 shares 20,011 $643K 0.01% +4,448 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,098 shares 13,098 $640K 0.01% new 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: 3,378 shares; 2024Q4: 3,369 shares; 2025Q1: 2,303 shares; 2025Q2: 3,017 shares; 2025Q3: 2,367 shares 2,367 $640K 0.01% -650 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 5,405 shares; 2025Q1: 5,444 shares; 2025Q2: 5,204 shares; 2025Q3: 7,271 shares 7,271 $637K 0.01% +2,067 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,133 shares 52,133 $637K 0.01% new Timeline TOST TOAST INC More: the full row for TOAST 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: 17,349 shares 17,349 $633K 0.01% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 10,809 shares; 2025Q1: 14,124 shares; 2025Q2: 13,667 shares; 2025Q3: 11,933 shares 11,933 $633K 0.01% -1,734 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 15,214 shares; 2025Q1: 15,190 shares; 2025Q2: 14,560 shares; 2025Q3: 7,939 shares 7,939 $630K 0.01% -6,621 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,158 shares; 2024Q4: 18,877 shares; 2025Q1: 32,484 shares; 2025Q2: 18,639 shares; 2025Q3: 18,651 shares 18,651 $628K 0.01% +12 Timeline TLT 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: 3,124 shares; 2024Q4: 5,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,971 shares 6,971 $623K 0.01% new Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,422 shares; 2024Q4: 58,655 shares; 2025Q1: 58,477 shares; 2025Q2: 59,872 shares; 2025Q3: 58,422 shares 58,422 $623K 0.01% -1,450 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,024 shares; 2024Q4: 24,823 shares; 2025Q1: 25,110 shares; 2025Q2: 26,349 shares; 2025Q3: 22,807 shares 22,807 $621K 0.01% -3,542 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 8,084 shares; 2025Q1: 8,702 shares; 2025Q2: 8,027 shares; 2025Q3: 6,279 shares 6,279 $618K 0.01% -1,748 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: 17,111 shares; 2024Q4: 17,111 shares; 2025Q1: 14,049 shares; 2025Q2: 31,717 shares; 2025Q3: 32,697 shares 32,697 $618K 0.01% +980 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 22,845 shares; 2025Q1: 22,845 shares; 2025Q2: 22,845 shares; 2025Q3: 16,345 shares 16,345 $614K 0.01% -6,500 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,472 shares; 2025Q1: 10,610 shares; 2025Q2: 10,419 shares; 2025Q3: 8,748 shares 8,748 $612K 0.01% -1,671 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,386 shares 15,386 $610K 0.01% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,483 shares 10,483 $602K 0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 20,200 shares; 2025Q1: 20,200 shares; 2025Q2: 19,700 shares; 2025Q3: 23,860 shares 23,860 $600K 0.01% +4,160 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,550 shares; 2025Q1: 127,050 shares; 2025Q2: 211,950 shares; 2025Q3: 161,600 shares 161,600 $598K 0.01% -50,350 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: 12,935 shares; 2024Q4: 12,252 shares; 2025Q1: 11,988 shares; 2025Q2: 11,266 shares; 2025Q3: 12,000 shares 12,000 $597K 0.01% +734 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,349 shares; 2025Q1: 16,868 shares; 2025Q2: 15,406 shares; 2025Q3: 15,216 shares 15,216 $597K 0.01% -190 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,742 shares; 2024Q4: 10,259 shares; 2025Q1: 10,035 shares; 2025Q2: 11,942 shares; 2025Q3: 15,892 shares 15,892 $591K 0.01% +3,950 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 4,661 shares; 2025Q2: 5,030 shares; 2025Q3: 9,090 shares 9,090 $590K 0.01% +4,060 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 12,600 shares 12,600 $585K <0.01% -2,000 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,140 shares; 2024Q4: 173,874 shares; 2025Q1: 131,729 shares; 2025Q2: 107,826 shares; 2025Q3: 22,118 shares 22,118 $584K <0.01% -85,708 Timeline GRNB 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: 12,881 shares; 2024Q4: 14,981 shares; 2025Q1: 14,981 shares; 2025Q2: 14,981 shares; 2025Q3: 23,898 shares 23,898 $584K <0.01% +8,917 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,676 shares; 2024Q4: 23,168 shares; 2025Q1: 22,243 shares; 2025Q2: 19,857 shares; 2025Q3: 6,045 shares 6,045 $583K <0.01% -13,812 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,724 shares; 2024Q4: 18,054 shares; 2025Q1: 18,890 shares; 2025Q2: 16,803 shares; 2025Q3: 13,691 shares 13,691 $583K <0.01% -3,112 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: 15,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 2,948 shares 2,948 $578K <0.01% +1,655 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 5,224 shares 5,224 $578K <0.01% -914 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 16,265 shares; 2025Q1: 16,323 shares; 2025Q2: 16,530 shares; 2025Q3: 13,422 shares 13,422 $576K <0.01% -3,108 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 17,113 shares; 2025Q1: 25,694 shares; 2025Q2: 27,596 shares; 2025Q3: 25,575 shares 25,575 $576K <0.01% -2,021 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,648 shares; 2025Q1: 2,997 shares; 2025Q2: 2,350 shares; 2025Q3: 3,759 shares 3,759 $573K <0.01% +1,409 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 7,693 shares; 2025Q1: 7,881 shares; 2025Q2: 7,925 shares; 2025Q3: 5,513 shares 5,513 $572K <0.01% -2,412 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,050 shares; 2025Q1: 25,218 shares; 2025Q2: 11,888 shares; 2025Q3: 22,840 shares 22,840 $571K <0.01% +10,952 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: 8,280 shares; 2024Q4: 8,571 shares; 2025Q1: 8,654 shares; 2025Q2: 8,555 shares; 2025Q3: 8,001 shares 8,001 $569K <0.01% -554 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,515 shares; 2024Q4: 19,515 shares; 2025Q1: 19,515 shares; 2025Q2: 19,050 shares; 2025Q3: 18,515 shares 18,515 $568K <0.01% -535 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,453 shares 21,453 $568K <0.01% new 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: 12,592 shares; 2024Q4: 15,502 shares; 2025Q1: 15,502 shares; 2025Q2: 15,503 shares; 2025Q3: 9,220 shares 9,220 $568K <0.01% -6,283 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,765 shares 6,765 $565K <0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,697 shares; 2025Q1: 2,965 shares; 2025Q2: 2,682 shares; 2025Q3: 3,291 shares 3,291 $562K <0.01% +609 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,043 shares; 2024Q4: 18,171 shares; 2025Q1: 18,125 shares; 2025Q2: 15,642 shares; 2025Q3: 16,149 shares 16,149 $560K <0.01% +507 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,280 shares; 2024Q4: 9,472 shares; 2025Q1: 9,505 shares; 2025Q2: 11,235 shares; 2025Q3: 13,301 shares 13,301 $559K <0.01% +2,066 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: 29,892 shares; 2024Q4: 32,730 shares; 2025Q1: 32,735 shares; 2025Q2: 32,536 shares; 2025Q3: 22,698 shares 22,698 $557K <0.01% -9,838 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: 3,489 shares; 2024Q4: 3,301 shares; 2025Q1: 3,286 shares; 2025Q2: 3,170 shares; 2025Q3: 2,883 shares 2,883 $551K <0.01% -287 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares 305 $546K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,145 shares; 2025Q1: 1,149 shares; 2025Q2: 1,055 shares; 2025Q3: 1,975 shares 1,975 $543K <0.01% +920 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: 25,198 shares; 2024Q4: 23,843 shares; 2025Q1: 26,289 shares; 2025Q2: 13,131 shares; 2025Q3: 11,342 shares 11,342 $541K <0.01% -1,789 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,624 shares 8,624 $541K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 4,609 shares; 2025Q1: 5,307 shares; 2025Q2: 4,819 shares; 2025Q3: 4,191 shares 4,191 $540K <0.01% -628 Timeline BSMT 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: 18,425 shares; 2024Q4: 16,251 shares; 2025Q1: 16,904 shares; 2025Q2: 17,350 shares; 2025Q3: 23,297 shares 23,297 $538K <0.01% +5,947 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,000 shares; 2025Q1: 4,447 shares; 2025Q2: 4,636 shares; 2025Q3: 4,737 shares 4,737 $536K <0.01% +101 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,530 shares; 2025Q1: 4,503 shares; 2025Q2: 4,072 shares; 2025Q3: 4,178 shares 4,178 $536K <0.01% +106 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,203 shares; 2024Q4: 25,500 shares; 2025Q1: 24,398 shares; 2025Q2: 23,115 shares; 2025Q3: 22,884 shares 22,884 $535K <0.01% -231 RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,863 shares; 2024Q4: 17,561 shares; 2025Q1: 22,391 shares; 2025Q2: 22,328 shares; 2025Q3: 36,333 shares 36,333 $533K <0.01% +14,005 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 2,075 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 3,768 shares 3,768 $533K <0.01% +2,057 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,308 shares; 2024Q4: 13,440 shares; 2025Q1: 14,581 shares; 2025Q2: 23,078 shares; 2025Q3: 22,438 shares 22,438 $531K <0.01% -640 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 21,918 shares; 2025Q1: 21,918 shares; 2025Q2: 21,918 shares; 2025Q3: 33,200 shares 33,200 $528K <0.01% +11,282 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 19,126 shares 19,126 $527K <0.01% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,366 shares 11,366 $526K <0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,338 shares; 2024Q4: 12,757 shares; 2025Q1: 12,794 shares; 2025Q2: 12,832 shares; 2025Q3: 26,504 shares 26,504 $525K <0.01% +13,672 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,002 shares; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares; 2025Q3: 1,903 shares 1,903 $525K <0.01% -92 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,686 shares; 2024Q4: 42,291 shares; 2025Q1: 41,737 shares; 2025Q2: 35,702 shares; 2025Q3: 12,110 shares 12,110 $524K <0.01% -23,592 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: 16,664 shares; 2024Q4: 16,733 shares; 2025Q1: 16,074 shares; 2025Q2: 16,143 shares; 2025Q3: 26,785 shares 26,785 $524K <0.01% +10,642 Timeline VTWO 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: 4,852 shares; 2024Q4: 5,633 shares; 2025Q1: 5,502 shares; 2025Q2: 5,506 shares; 2025Q3: 5,313 shares 5,313 $520K <0.01% -193 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 8,819 shares; 2025Q1: 11,255 shares; 2025Q2: 8,554 shares; 2025Q3: 12,031 shares 12,031 $519K <0.01% +3,477 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 8,601 shares; 2025Q1: 8,281 shares; 2025Q2: 10,261 shares; 2025Q3: 9,731 shares 9,731 $518K <0.01% -530 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,664 shares 20,664 $511K <0.01% new Timeline SMLV 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: 5,096 shares; 2024Q4: 5,024 shares; 2025Q1: 5,044 shares; 2025Q2: 4,391 shares; 2025Q3: 3,905 shares 3,905 $507K <0.01% -486 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,941 shares; 2025Q1: 5,602 shares; 2025Q2: 5,604 shares; 2025Q3: 7,757 shares 7,757 $506K <0.01% +2,153 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 24,198 shares; 2025Q1: 29,592 shares; 2025Q2: 29,592 shares; 2025Q3: 35,665 shares 35,665 $501K <0.01% +6,073 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: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares 1,820 $495K <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,206 shares; 2025Q1: 6,242 shares; 2025Q2: 6,206 shares; 2025Q3: 6,190 shares 6,190 $494K <0.01% -16 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 4,595 shares; 2025Q1: 4,870 shares; 2025Q2: 7,870 shares; 2025Q3: 4,420 shares 4,420 $492K <0.01% -3,450 Timeline JBND 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: 9,057 shares 9,057 $491K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 1,769 shares; 2025Q1: 1,869 shares; 2025Q2: 1,853 shares; 2025Q3: 1,880 shares 1,880 $486K <0.01% +27 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: 11,353 shares; 2024Q4: 11,013 shares; 2025Q1: 10,807 shares; 2025Q2: 10,767 shares; 2025Q3: 10,415 shares 10,415 $482K <0.01% -352 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,607 shares 4,607 $479K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: not reported; 2025Q1: 4,382 shares; 2025Q2: 5,034 shares; 2025Q3: 5,647 shares 5,647 $476K <0.01% +613 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: 2,326 shares; 2024Q4: 1,357 shares; 2025Q1: 1,447 shares; 2025Q2: 2,001 shares; 2025Q3: 1,356 shares 1,356 $476K <0.01% -645 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,371 shares; 2025Q1: 12,571 shares; 2025Q2: 12,609 shares; 2025Q3: 11,127 shares 11,127 $475K <0.01% -1,482 Timeline DGCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,545 shares 8,545 $474K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,438 shares; 2025Q3: 14,419 shares 14,419 $473K <0.01% -8,019 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,710 shares; 2025Q1: not reported; 2025Q2: 4,732 shares; 2025Q3: 9,432 shares 9,432 $471K <0.01% +4,700 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: 8,263 shares; 2025Q1: 9,088 shares; 2025Q2: 9,604 shares; 2025Q3: 8,111 shares 8,111 $470K <0.01% -1,493 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: 2,006 shares; 2024Q4: 2,555 shares; 2025Q1: 2,549 shares; 2025Q2: 2,551 shares; 2025Q3: 2,464 shares 2,464 $470K <0.01% -87 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 13,577 shares; 2025Q2: 13,577 shares; 2025Q3: 13,577 shares 13,577 $469K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 8,927 shares 8,927 $467K <0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,742 shares; 2024Q4: 12,660 shares; 2025Q1: 9,253 shares; 2025Q2: 8,928 shares; 2025Q3: 8,961 shares 8,961 $467K <0.01% +33 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,576 shares; 2024Q4: 50,576 shares; 2025Q1: 49,422 shares; 2025Q2: 45,061 shares; 2025Q3: 36,689 shares 36,689 $464K <0.01% -8,372 Timeline