QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,922 shares; 2024Q4: 360,510 shares; 2025Q1: 341,808 shares; 2025Q2: 446,283 shares; 2025Q3: 449,413 shares 449,413 $270M 3.22% +3,130 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,251 shares; 2024Q4: 366,068 shares; 2025Q1: 354,445 shares; 2025Q2: 353,733 shares; 2025Q3: 355,918 shares 355,918 $237M 2.83% +2,185 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,568 shares; 2024Q4: 416,823 shares; 2025Q1: 393,036 shares; 2025Q2: 386,221 shares; 2025Q3: 401,576 shares 401,576 $193M 2.3% +15,355 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,534 shares; 2024Q4: 877,747 shares; 2025Q1: 891,119 shares; 2025Q2: 907,305 shares; 2025Q3: 964,897 shares 964,897 $180M 2.15% +57,592 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928,490 shares; 2024Q4: 894,233 shares; 2025Q1: 917,836 shares; 2025Q2: 928,821 shares; 2025Q3: 923,681 shares 923,681 $172M 2.06% -5,140 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,413 shares; 2024Q4: 568,037 shares; 2025Q1: 581,748 shares; 2025Q2: 574,673 shares; 2025Q3: 580,647 shares 580,647 $148M 1.76% +5,974 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553,732 shares; 2024Q4: 2,819,832 shares; 2025Q1: 2,823,845 shares; 2025Q2: 3,023,201 shares; 2025Q3: 3,235,350 shares 3,235,350 $123M 1.47% +212,149 Timeline IVV 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: 200,858 shares; 2024Q4: 191,699 shares; 2025Q1: 183,632 shares; 2025Q2: 170,185 shares; 2025Q3: 169,462 shares 169,462 $113M 1.35% -723 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,709 shares; 2024Q4: 207,143 shares; 2025Q1: 207,623 shares; 2025Q2: 206,666 shares; 2025Q3: 212,574 shares 212,574 $110M 1.31% +5,908 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,437 shares; 2024Q4: 451,963 shares; 2025Q1: 445,783 shares; 2025Q2: 470,405 shares; 2025Q3: 484,953 shares 484,953 $106M 1.27% +14,548 Timeline BAMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436,801 shares; 2024Q4: 2,636,398 shares; 2025Q1: 2,742,567 shares; 2025Q2: 2,908,469 shares; 2025Q3: 3,076,101 shares 3,076,101 $96.6M 1.15% +167,632 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447,993 shares; 2024Q4: 2,558,828 shares; 2025Q1: 2,757,018 shares; 2025Q2: 3,061,871 shares; 2025Q3: 2,892,715 shares 2,892,715 $92.4M 1.1% -169,156 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,386 shares; 2024Q4: 1,702,691 shares; 2025Q1: 1,647,997 shares; 2025Q2: 1,667,268 shares; 2025Q3: 1,702,972 shares 1,702,972 $86.5M 1.03% +35,704 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,415 shares; 2024Q4: 981,832 shares; 2025Q1: 982,584 shares; 2025Q2: 927,795 shares; 2025Q3: 901,586 shares 901,586 $85.8M 1.02% -26,209 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,885 shares; 2024Q4: 91,811 shares; 2025Q1: 100,761 shares; 2025Q2: 118,900 shares; 2025Q3: 123,759 shares 123,759 $75.8M 0.9% +4,859 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421,386 shares; 2024Q4: 736,078 shares; 2025Q1: 712,489 shares; 2025Q2: 697,093 shares; 2025Q3: 746,095 shares 746,095 $74.8M 0.89% +49,002 Timeline IEFA 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: 37,237 shares; 2024Q4: 36,454 shares; 2025Q1: 30,452 shares; 2025Q2: 821,573 shares; 2025Q3: 853,587 shares 853,587 $74.5M 0.89% +32,014 Timeline BAMU NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389,774 shares; 2024Q4: 2,487,297 shares; 2025Q1: 2,620,198 shares; 2025Q2: 2,677,186 shares; 2025Q3: 2,758,875 shares 2,758,875 $69.7M 0.83% +81,689 Timeline IEMG 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: 74,146 shares; 2024Q4: 69,167 shares; 2025Q1: 91,793 shares; 2025Q2: 1,010,657 shares; 2025Q3: 1,053,619 shares 1,053,619 $69.5M 0.83% +42,962 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,537 shares; 2024Q4: 336,609 shares; 2025Q1: 309,075 shares; 2025Q2: 305,764 shares; 2025Q3: 319,407 shares 319,407 $68.9M 0.82% +13,643 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,310 shares; 2024Q4: 333,688 shares; 2025Q1: 317,991 shares; 2025Q2: 281,913 shares; 2025Q3: 282,880 shares 282,880 $68.8M 0.82% +967 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 443,492 shares; 2025Q1: 450,714 shares; 2025Q2: 248,025 shares; 2025Q3: 268,074 shares 268,074 $64.9M 0.77% +20,049 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162,422 shares; 2024Q4: 1,434,951 shares; 2025Q1: 115,615 shares; 2025Q2: 125,575 shares; 2025Q3: 1,648,859 shares 1,648,859 $64.8M 0.77% +1,523,284 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,146 shares; 2024Q4: 39,924 shares; 2025Q1: 36,896 shares; 2025Q2: 34,975 shares; 2025Q3: 1,633,596 shares 1,633,596 $62.3M 0.74% +1,598,621 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,971 shares; 2024Q4: 868,157 shares; 2025Q1: 48,737 shares; 2025Q2: 49,533 shares; 2025Q3: 1,589,985 shares 1,589,985 $61.5M 0.73% +1,540,452 2026-09-30, 13G Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,692 shares; 2024Q4: 121,443 shares; 2025Q1: 139,469 shares; 2025Q2: 167,784 shares; 2025Q3: 171,961 shares 171,961 $61.1M 0.73% +4,177 Timeline BAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033,085 shares; 2024Q4: 2,137,649 shares; 2025Q1: 2,246,415 shares; 2025Q2: 2,251,367 shares; 2025Q3: 2,291,437 shares 2,291,437 $60.7M 0.72% +40,070 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,890 shares; 2024Q4: 78,426 shares; 2025Q1: 24,563 shares; 2025Q2: 1,554,378 shares; 2025Q3: 1,555,883 shares 1,555,883 $60.7M 0.72% +1,505 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: 583,767 shares; 2024Q4: 37,323 shares; 2025Q1: 35,102 shares; 2025Q2: 33,952 shares; 2025Q3: 1,651,928 shares 1,651,928 $60.6M 0.72% +1,617,976 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,834 shares; 2024Q4: 124,727 shares; 2025Q1: 134,224 shares; 2025Q2: 132,291 shares; 2025Q3: 126,887 shares 126,887 $56.4M 0.67% -5,404 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463,920 shares; 2024Q4: 740,873 shares; 2025Q1: 771,567 shares; 2025Q2: 837,127 shares; 2025Q3: 928,446 shares 928,446 $55.6M 0.66% +91,319 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987,365 shares; 2024Q4: 965,202 shares; 2025Q1: 958,599 shares; 2025Q2: 974,449 shares; 2025Q3: 1,001,612 shares 1,001,612 $50.7M 0.6% +27,163 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,681 shares; 2024Q4: 240,485 shares; 2025Q1: 223,219 shares; 2025Q2: 275,872 shares; 2025Q3: 263,393 shares 263,393 $50M 0.6% -12,479 Timeline SPYM 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: 909,890 shares; 2024Q4: 715,568 shares; 2025Q1: 691,446 shares; 2025Q2: 679,645 shares; 2025Q3: 628,701 shares 628,701 $49.3M 0.59% -50,944 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,358 shares; 2024Q4: 51,881 shares; 2025Q1: 54,518 shares; 2025Q2: 61,489 shares; 2025Q3: 66,320 shares 66,320 $48.7M 0.58% +4,831 Timeline JEPI 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: 754,765 shares; 2024Q4: 758,913 shares; 2025Q1: 794,178 shares; 2025Q2: 828,514 shares; 2025Q3: 823,606 shares 823,606 $47M 0.56% -4,908 Timeline BAMA NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,406 shares; 2024Q4: 1,222,100 shares; 2025Q1: 1,237,141 shares; 2025Q2: 1,267,688 shares; 2025Q3: 1,293,158 shares 1,293,158 $43.3M 0.52% +25,470 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,647 shares; 2024Q4: 1,029,385 shares; 2025Q1: 976,192 shares; 2025Q2: 989,142 shares; 2025Q3: 1,068,366 shares 1,068,366 $42.5M 0.51% +79,224 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915,269 shares; 2024Q4: 1,436,678 shares; 2025Q1: 950,881 shares; 2025Q2: 964,532 shares; 2025Q3: 975,410 shares 975,410 $41.6M 0.5% +10,878 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,283 shares; 2024Q4: 358,293 shares; 2025Q1: 517,565 shares; 2025Q2: 451,645 shares; 2025Q3: 448,143 shares 448,143 $41.1M 0.49% -3,502 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: 627,650 shares; 2024Q4: 605,607 shares; 2025Q1: 618,922 shares; 2025Q2: 575,598 shares; 2025Q3: 558,604 shares 558,604 $41M 0.49% -16,994 Timeline BAMO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135,857 shares; 2024Q4: 1,173,880 shares; 2025Q1: 1,190,120 shares; 2025Q2: 1,219,892 shares; 2025Q3: 1,250,087 shares 1,250,087 $40.1M 0.48% +30,195 Timeline BAMY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,932 shares; 2024Q4: 1,286,897 shares; 2025Q1: 1,341,657 shares; 2025Q2: 1,383,840 shares; 2025Q3: 1,431,315 shares 1,431,315 $39.6M 0.47% +47,475 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,420 shares; 2024Q4: 388,528 shares; 2025Q1: 375,242 shares; 2025Q2: 203,841 shares; 2025Q3: 939,195 shares 939,195 $38.6M 0.46% +735,354 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,134 shares; 2024Q4: 143,243 shares; 2025Q1: 1,010,380 shares; 2025Q2: 989,111 shares; 2025Q3: 964,742 shares 964,742 $38.3M 0.46% -24,369 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,926 shares; 2024Q4: 947,996 shares; 2025Q1: 200,847 shares; 2025Q2: 167,787 shares; 2025Q3: 901,501 shares 901,501 $38.3M 0.46% +733,714 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,762 shares; 2024Q4: 68,971 shares; 2025Q1: 71,676 shares; 2025Q2: 63,605 shares; 2025Q3: 75,582 shares 75,582 $37.1M 0.44% +11,977 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,632 shares; 2024Q4: 119,328 shares; 2025Q1: 106,173 shares; 2025Q2: 81,656 shares; 2025Q3: 797,215 shares 797,215 $36.4M 0.43% +715,559 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,666 shares; 2024Q4: 894,965 shares; 2025Q1: 148,978 shares; 2025Q2: 90,984 shares; 2025Q3: 825,432 shares 825,432 $35.5M 0.42% +734,448 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,029 shares; 2024Q4: 37,329 shares; 2025Q1: 36,296 shares; 2025Q2: 41,767 shares; 2025Q3: 46,325 shares 46,325 $35.3M 0.42% +4,558 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: 632,770 shares; 2024Q4: 694,526 shares; 2025Q1: 690,361 shares; 2025Q2: 697,313 shares; 2025Q3: 719,287 shares 719,287 $33.3M 0.4% +21,974 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,300 shares; 2024Q4: 85,357 shares; 2025Q1: 98,194 shares; 2025Q2: 104,044 shares; 2025Q3: 102,383 shares 102,383 $32.3M 0.39% -1,661 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: 720,709 shares; 2024Q4: 707,786 shares; 2025Q1: 782,703 shares; 2025Q2: 822,531 shares; 2025Q3: 809,658 shares 809,658 $31.8M 0.38% -12,873 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979,003 shares; 2024Q4: 736,731 shares; 2025Q1: 510,329 shares; 2025Q2: 524,445 shares; 2025Q3: 532,301 shares 532,301 $31.3M 0.37% +7,856 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791,882 shares; 2024Q4: 1,573,958 shares; 2025Q1: 1,051,498 shares; 2025Q2: 1,068,085 shares; 2025Q3: 1,069,781 shares 1,069,781 $30.8M 0.37% +1,696 Timeline TBLL 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: 314,375 shares; 2024Q4: 312,235 shares; 2025Q1: 291,456 shares; 2025Q2: 304,427 shares; 2025Q3: 291,083 shares 291,083 $30.7M 0.37% -13,344 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,465 shares; 2024Q4: 955,217 shares; 2025Q1: 2,367,341 shares; 2025Q2: 2,401,201 shares; 2025Q3: 794,662 shares 794,662 $30.5M 0.36% -1,606,539 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: 1,159,685 shares; 2024Q4: 1,258,641 shares; 2025Q1: 1,116,749 shares; 2025Q2: 934,486 shares; 2025Q3: 910,409 shares 910,409 $30.4M 0.36% -24,077 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015,140 shares; 2024Q4: 896,260 shares; 2025Q1: 876,551 shares; 2025Q2: 328,477 shares; 2025Q3: 306,215 shares 306,215 $30.3M 0.36% -22,262 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,442 shares; 2024Q4: 174,139 shares; 2025Q1: 175,040 shares; 2025Q2: 179,345 shares; 2025Q3: 206,262 shares 206,262 $30M 0.36% +26,917 Timeline SGOV 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: 195,373 shares; 2024Q4: 394,061 shares; 2025Q1: 340,079 shares; 2025Q2: 356,478 shares; 2025Q3: 295,286 shares 295,286 $29.7M 0.35% -61,192 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: 31,276 shares; 2025Q1: 55,711 shares; 2025Q2: 61,428 shares; 2025Q3: 61,422 shares 61,422 $29.3M 0.35% -6 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: 1,524,540 shares; 2024Q4: 1,503,251 shares; 2025Q1: 1,463,425 shares; 2025Q2: 1,388,446 shares; 2025Q3: 1,400,084 shares 1,400,084 $29M 0.35% +11,638 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: 21,411 shares; 2024Q4: 16,872 shares; 2025Q1: 561,526 shares; 2025Q2: 597,194 shares; 2025Q3: 611,231 shares 611,231 $28.9M 0.34% +14,037 2026-09-30, 13G/A 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: 1,598,076 shares; 2024Q4: 1,576,598 shares; 2025Q1: 1,541,556 shares; 2025Q2: 1,463,128 shares; 2025Q3: 1,475,983 shares 1,475,983 $28.9M 0.34% +12,855 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,905 shares; 2024Q4: 1,567,110 shares; 2025Q1: 1,531,447 shares; 2025Q2: 1,452,466 shares; 2025Q3: 1,464,506 shares 1,464,506 $28.9M 0.34% +12,040 Timeline BSCS 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: 1,500,306 shares; 2024Q4: 1,481,609 shares; 2025Q1: 1,445,120 shares; 2025Q2: 1,371,721 shares; 2025Q3: 1,387,954 shares 1,387,954 $28.6M 0.34% +16,233 Timeline MBB 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: 528,594 shares; 2024Q4: 401,514 shares; 2025Q1: 290,653 shares; 2025Q2: 289,984 shares; 2025Q3: 298,881 shares 298,881 $28.4M 0.34% +8,897 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,416 shares; 2024Q4: 179,975 shares; 2025Q1: 241,134 shares; 2025Q2: 250,913 shares; 2025Q3: 250,090 shares 250,090 $28.2M 0.34% -823 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,458 shares; 2024Q4: 27,258 shares; 2025Q1: 105,285 shares; 2025Q2: 121,864 shares; 2025Q3: 99,333 shares 99,333 $27.9M 0.33% -22,531 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: 388,724 shares; 2024Q4: 474,240 shares; 2025Q1: 16,168 shares; 2025Q2: 14,748 shares; 2025Q3: 569,324 shares 569,324 $27.9M 0.33% +554,576 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,041 shares; 2024Q4: 248,332 shares; 2025Q1: 249,194 shares; 2025Q2: 264,912 shares; 2025Q3: 270,435 shares 270,435 $27.9M 0.33% +5,523 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,796 shares; 2024Q4: 89,593 shares; 2025Q1: 91,660 shares; 2025Q2: 97,908 shares; 2025Q3: 107,961 shares 107,961 $27.5M 0.33% +10,053 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: 374,418 shares; 2024Q4: 12,795 shares; 2025Q1: 8,971 shares; 2025Q2: 7,608 shares; 2025Q3: 549,177 shares 549,177 $27.3M 0.33% +541,569 Timeline QUAL 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: 157,021 shares; 2024Q4: 157,534 shares; 2025Q1: 176,665 shares; 2025Q2: 153,520 shares; 2025Q3: 139,484 shares 139,484 $27.1M 0.32% -14,036 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: 398,421 shares; 2024Q4: 487,623 shares; 2025Q1: 17,303 shares; 2025Q2: 16,004 shares; 2025Q3: 561,151 shares 561,151 $27.1M 0.32% +545,147 2026-09-30, 13G Timeline IVW 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: 228,446 shares; 2024Q4: 203,305 shares; 2025Q1: 210,340 shares; 2025Q2: 214,890 shares; 2025Q3: 224,389 shares 224,389 $27.1M 0.32% +9,499 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,855 shares; 2024Q4: 297,478 shares; 2025Q1: 276,261 shares; 2025Q2: 273,205 shares; 2025Q3: 255,612 shares 255,612 $26.7M 0.32% -17,593 Timeline IWY 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: 70,655 shares; 2024Q4: 75,154 shares; 2025Q1: 81,927 shares; 2025Q2: 94,439 shares; 2025Q3: 97,518 shares 97,518 $26.7M 0.32% +3,079 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,529 shares; 2024Q4: 72,892 shares; 2025Q1: 76,012 shares; 2025Q2: 71,111 shares; 2025Q3: 87,642 shares 87,642 $26.6M 0.32% +16,531 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: 409,159 shares; 2024Q4: 15,979 shares; 2025Q1: 15,910 shares; 2025Q2: 16,952 shares; 2025Q3: 581,996 shares 581,996 $26.6M 0.32% +565,044 2026-09-30, 13G/A Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,924 shares; 2024Q4: 499,559 shares; 2025Q1: 499,833 shares; 2025Q2: 506,401 shares; 2025Q3: 501,587 shares 501,587 $26.1M 0.31% -4,814 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: 623,561 shares; 2024Q4: 597,247 shares; 2025Q1: 609,619 shares; 2025Q2: 640,059 shares; 2025Q3: 771,556 shares 771,556 $25.3M 0.3% +131,497 Timeline OMFL 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: 448,909 shares; 2024Q4: 445,290 shares; 2025Q1: 412,775 shares; 2025Q2: 449,356 shares; 2025Q3: 414,256 shares 414,256 $25M 0.3% -35,100 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: 4,984 shares; 2024Q4: 3,075 shares; 2025Q1: 4,929 shares; 2025Q2: 12,043 shares; 2025Q3: 195,748 shares 195,748 $23.7M 0.28% +183,705 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,345 shares; 2024Q4: 537,954 shares; 2025Q1: 499,964 shares; 2025Q2: 518,467 shares; 2025Q3: 494,094 shares 494,094 $23.5M 0.28% -24,373 Timeline BSCT 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: not reported; 2024Q4: 1,343,717 shares; 2025Q1: 1,305,358 shares; 2025Q2: 1,244,446 shares; 2025Q3: 1,244,789 shares 1,244,789 $23.4M 0.28% +343 Timeline IUSB 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: 738,028 shares; 2024Q4: 581,972 shares; 2025Q1: 588,526 shares; 2025Q2: 541,681 shares; 2025Q3: 500,993 shares 500,993 $23.4M 0.28% -40,688 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: 313,852 shares; 2024Q4: 308,140 shares; 2025Q1: 286,353 shares; 2025Q2: 303,874 shares; 2025Q3: 278,513 shares 278,513 $23M 0.27% -25,361 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223,939 shares; 2024Q4: 1,198,211 shares; 2025Q1: 1,307,458 shares; 2025Q2: 1,423,652 shares; 2025Q3: 1,347,705 shares 1,347,705 $22.9M 0.27% -75,947 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,631 shares; 2024Q4: 313,588 shares; 2025Q1: 351,255 shares; 2025Q2: 371,638 shares; 2025Q3: 455,356 shares 455,356 $22.8M 0.27% +83,718 Timeline VWO 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: 274,030 shares; 2024Q4: 291,204 shares; 2025Q1: 313,048 shares; 2025Q2: 362,732 shares; 2025Q3: 419,593 shares 419,593 $22.7M 0.27% +56,861 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,894 shares; 2024Q4: 84,752 shares; 2025Q1: 80,066 shares; 2025Q2: 77,613 shares; 2025Q3: 97,713 shares 97,713 $22.6M 0.27% +20,100 Timeline IVE 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: 72,941 shares; 2024Q4: 69,237 shares; 2025Q1: 85,690 shares; 2025Q2: 98,596 shares; 2025Q3: 107,094 shares 107,094 $22.1M 0.26% +8,498 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,021 shares; 2024Q4: 660,238 shares; 2025Q1: 753,926 shares; 2025Q2: 750,871 shares; 2025Q3: 799,028 shares 799,028 $22.1M 0.26% +48,157 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,595 shares; 2024Q4: 275,398 shares; 2025Q1: 296,983 shares; 2025Q2: 287,906 shares; 2025Q3: 300,113 shares 300,113 $21.8M 0.26% +12,207 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: 472,500 shares; 2024Q4: 465,344 shares; 2025Q1: 437,877 shares; 2025Q2: 441,694 shares; 2025Q3: 434,141 shares 434,141 $21.6M 0.26% -7,553 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,647 shares; 2024Q4: 278,089 shares; 2025Q1: 304,203 shares; 2025Q2: 281,604 shares; 2025Q3: 359,424 shares 359,424 $21.3M 0.25% +77,820 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: 91,795 shares; 2024Q4: 122,859 shares; 2025Q1: 158,221 shares; 2025Q2: 148,060 shares; 2025Q3: 207,443 shares 207,443 $21.1M 0.25% +59,383 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,109 shares; 2024Q4: 103,182 shares; 2025Q1: 113,781 shares; 2025Q2: 121,243 shares; 2025Q3: 135,499 shares 135,499 $21M 0.25% +14,256 Timeline IWV 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: 59,937 shares; 2024Q4: 63,103 shares; 2025Q1: 57,953 shares; 2025Q2: 53,155 shares; 2025Q3: 55,288 shares 55,288 $21M 0.25% +2,133 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: 286,573 shares; 2024Q4: 267,279 shares; 2025Q1: 268,860 shares; 2025Q2: 248,404 shares; 2025Q3: 238,682 shares 238,682 $20.2M 0.24% -9,722 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,790 shares; 2024Q4: 19,252 shares; 2025Q1: 49,752 shares; 2025Q2: 55,269 shares; 2025Q3: 71,311 shares 71,311 $20.1M 0.24% +16,042 Timeline MSTQ ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,387 shares; 2024Q4: 460,027 shares; 2025Q1: 488,075 shares; 2025Q2: 500,742 shares; 2025Q3: 511,418 shares 511,418 $19.9M 0.24% +10,676 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,225 shares; 2024Q4: 341,837 shares; 2025Q1: 343,519 shares; 2025Q2: 322,262 shares; 2025Q3: 312,946 shares 312,946 $19.9M 0.24% -9,316 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,515 shares; 2024Q4: 57,167 shares; 2025Q1: 45,731 shares; 2025Q2: 49,926 shares; 2025Q3: 82,986 shares 82,986 $19.7M 0.23% +33,060 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,706 shares; 2024Q4: 37,633 shares; 2025Q1: 104,088 shares; 2025Q2: 108,302 shares; 2025Q3: 116,849 shares 116,849 $19.6M 0.23% +8,547 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,281 shares; 2024Q4: 81,953 shares; 2025Q1: 84,916 shares; 2025Q2: 54,358 shares; 2025Q3: 57,829 shares 57,829 $19.2M 0.23% +3,471 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: not reported; 2025Q1: 127,995 shares; 2025Q2: 171,220 shares; 2025Q3: 130,564 shares 130,564 $19M 0.23% -40,656 Timeline SCHD 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: 130,241 shares; 2024Q4: 474,334 shares; 2025Q1: 1,142,979 shares; 2025Q2: 697,549 shares; 2025Q3: 686,679 shares 686,679 $18.7M 0.22% -10,870 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: 57,862 shares; 2024Q4: 46,413 shares; 2025Q1: 53,961 shares; 2025Q2: 50,102 shares; 2025Q3: 75,006 shares 75,006 $18.5M 0.22% +24,904 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,803 shares; 2024Q4: 39,007 shares; 2025Q1: 49,919 shares; 2025Q2: 51,172 shares; 2025Q3: 55,322 shares 55,322 $18.3M 0.22% +4,150 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793,140 shares; 2024Q4: 741,661 shares; 2025Q1: 650,723 shares; 2025Q2: 664,452 shares; 2025Q3: 642,907 shares 642,907 $18.2M 0.22% -21,545 Timeline ITOT 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: 150,895 shares; 2024Q4: 146,113 shares; 2025Q1: 128,245 shares; 2025Q2: 127,698 shares; 2025Q3: 124,149 shares 124,149 $18.1M 0.22% -3,549 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,214 shares; 2024Q4: 396,568 shares; 2025Q1: 385,681 shares; 2025Q2: 373,290 shares; 2025Q3: 357,733 shares 357,733 $17.9M 0.21% -15,557 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,897 shares; 2024Q4: 159,043 shares; 2025Q1: 197,546 shares; 2025Q2: 205,080 shares; 2025Q3: 110,694 shares 110,694 $17.9M 0.21% -94,386 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,527 shares; 2024Q4: 45,378 shares; 2025Q1: 99,428 shares; 2025Q2: 77,117 shares; 2025Q3: 86,006 shares 86,006 $17.6M 0.21% +8,889 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 13,106 shares; 2025Q1: 10,581 shares; 2025Q2: 11,360 shares; 2025Q3: 37,501 shares 37,501 $17.6M 0.21% +26,141 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,419 shares; 2024Q4: 386,661 shares; 2025Q1: 393,238 shares; 2025Q2: 398,761 shares; 2025Q3: 398,951 shares 398,951 $17.5M 0.21% +190 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,106 shares; 2024Q4: 37,878 shares; 2025Q1: 43,830 shares; 2025Q2: 49,659 shares; 2025Q3: 51,145 shares 51,145 $17.5M 0.21% +1,486 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 44,383 shares; 2025Q1: 39,083 shares; 2025Q2: 36,844 shares; 2025Q3: 33,825 shares 33,825 $17M 0.2% -3,019 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,463 shares; 2024Q4: 70,302 shares; 2025Q1: 68,813 shares; 2025Q2: 71,126 shares; 2025Q3: 81,775 shares 81,775 $16.7M 0.2% +10,649 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: 14,439 shares; 2024Q4: 18,102 shares; 2025Q1: 21,389 shares; 2025Q2: 24,693 shares; 2025Q3: 36,707 shares 36,707 $16.4M 0.2% +12,014 Timeline CLOI 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: 228,374 shares; 2025Q1: 299,903 shares; 2025Q2: 286,458 shares; 2025Q3: 308,695 shares 308,695 $16.4M 0.2% +22,237 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,129 shares; 2024Q4: 340,812 shares; 2025Q1: 323,296 shares; 2025Q2: 314,993 shares; 2025Q3: 294,132 shares 294,132 $16.3M 0.19% -20,861 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,283 shares; 2024Q4: 143,754 shares; 2025Q1: 144,750 shares; 2025Q2: 138,033 shares; 2025Q3: 161,521 shares 161,521 $16.3M 0.19% +23,488 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: 277,814 shares; 2024Q4: 303,499 shares; 2025Q1: 287,391 shares; 2025Q2: 329,374 shares; 2025Q3: 322,514 shares 322,514 $15.9M 0.19% -6,860 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,724 shares; 2024Q4: 30,499 shares; 2025Q1: 31,271 shares; 2025Q2: 38,413 shares; 2025Q3: 51,316 shares 51,316 $15.9M 0.19% +12,903 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,086 shares; 2024Q4: 15,560 shares; 2025Q1: 15,447 shares; 2025Q2: 15,637 shares; 2025Q3: 17,264 shares 17,264 $15.9M 0.19% +1,627 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,915 shares; 2024Q4: 41,938 shares; 2025Q1: 41,347 shares; 2025Q2: 43,035 shares; 2025Q3: 48,327 shares 48,327 $15.9M 0.19% +5,292 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,157 shares; 2024Q4: 13,382 shares; 2025Q1: 13,836 shares; 2025Q2: 49,849 shares; 2025Q3: 53,523 shares 53,523 $15.7M 0.19% +3,674 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: 500 shares; 2024Q4: not reported; 2025Q1: 6,440 shares; 2025Q2: 123,988 shares; 2025Q3: 144,312 shares 144,312 $15.6M 0.19% +20,324 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,179 shares; 2024Q4: 200,342 shares; 2025Q1: 147,516 shares; 2025Q2: 150,199 shares; 2025Q3: 157,654 shares 157,654 $15.4M 0.18% +7,455 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,400 shares; 2024Q4: 420,364 shares; 2025Q1: 409,444 shares; 2025Q2: 381,021 shares; 2025Q3: 366,200 shares 366,200 $15.4M 0.18% -14,821 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,932 shares; 2025Q1: 2,003 shares; 2025Q2: 2,073 shares; 2025Q3: 22,552 shares 22,552 $15.4M 0.18% +20,479 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,084 shares; 2024Q4: 275,849 shares; 2025Q1: 286,750 shares; 2025Q2: 299,179 shares; 2025Q3: 336,095 shares 336,095 $15.4M 0.18% +36,916 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,915 shares; 2024Q4: 17,448 shares; 2025Q1: 16,193 shares; 2025Q2: 16,595 shares; 2025Q3: 16,384 shares 16,384 $15.2M 0.18% -211 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: 257,272 shares; 2024Q4: 220,234 shares; 2025Q1: 176,467 shares; 2025Q2: 167,475 shares; 2025Q3: 168,961 shares 168,961 $15.1M 0.18% +1,486 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,227 shares; 2024Q4: 116,998 shares; 2025Q1: 121,572 shares; 2025Q2: 124,988 shares; 2025Q3: 120,496 shares 120,496 $14.9M 0.18% -4,492 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: 20,826 shares; 2024Q4: 21,206 shares; 2025Q1: 196,903 shares; 2025Q2: 208,437 shares; 2025Q3: 206,797 shares 206,797 $14.7M 0.18% -1,640 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,168 shares; 2024Q4: 157,705 shares; 2025Q1: 170,110 shares; 2025Q2: 183,891 shares; 2025Q3: 185,894 shares 185,894 $14.7M 0.18% +2,003 Timeline RWL 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: 36,409 shares; 2024Q4: 34,122 shares; 2025Q1: 40,281 shares; 2025Q2: 104,156 shares; 2025Q3: 131,974 shares 131,974 $14.6M 0.17% +27,818 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,392 shares; 2024Q4: 85,140 shares; 2025Q1: 106,879 shares; 2025Q2: 125,556 shares; 2025Q3: 152,754 shares 152,754 $14.5M 0.17% +27,198 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: 24,537 shares; 2024Q4: 29,982 shares; 2025Q1: 33,825 shares; 2025Q2: 31,678 shares; 2025Q3: 34,932 shares 34,932 $14.5M 0.17% +3,254 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266,057 shares; 2024Q4: 906,456 shares; 2025Q1: 604,474 shares; 2025Q2: 616,905 shares; 2025Q3: 645,380 shares 645,380 $14.4M 0.17% +28,475 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,671 shares; 2024Q4: 22,619 shares; 2025Q1: 32,607 shares; 2025Q2: 31,159 shares; 2025Q3: 28,488 shares 28,488 $14.2M 0.17% -2,671 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,472 shares; 2024Q4: 26,026 shares; 2025Q1: 31,676 shares; 2025Q2: 31,734 shares; 2025Q3: 34,547 shares 34,547 $14M 0.17% +2,813 Timeline MUB 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: 75,915 shares; 2024Q4: 73,818 shares; 2025Q1: 88,564 shares; 2025Q2: 99,339 shares; 2025Q3: 130,663 shares 130,663 $13.9M 0.17% +31,324 Timeline EFV 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: 195,145 shares; 2024Q4: 184,366 shares; 2025Q1: 146,686 shares; 2025Q2: 226,417 shares; 2025Q3: 203,218 shares 203,218 $13.8M 0.16% -23,199 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: 127,384 shares; 2024Q4: 128,220 shares; 2025Q1: 126,279 shares; 2025Q2: 128,768 shares; 2025Q3: 121,972 shares 121,972 $13.7M 0.16% -6,796 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,507 shares; 2024Q4: 204,262 shares; 2025Q1: 217,115 shares; 2025Q2: 222,869 shares; 2025Q3: 224,320 shares 224,320 $13.6M 0.16% +1,451 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,089 shares 113,089 $13.6M 0.16% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,852 shares; 2024Q4: 147,452 shares; 2025Q1: 119,440 shares; 2025Q2: 123,288 shares; 2025Q3: 120,649 shares 120,649 $13.4M 0.16% -2,639 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,544 shares; 2024Q4: 140,883 shares; 2025Q1: 109,650 shares; 2025Q2: 114,563 shares; 2025Q3: 116,940 shares 116,940 $13.4M 0.16% +2,377 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: 124,485 shares; 2024Q4: 123,471 shares; 2025Q1: 122,609 shares; 2025Q2: 122,994 shares; 2025Q3: 116,514 shares 116,514 $13.4M 0.16% -6,480 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,811 shares; 2024Q4: 72,345 shares; 2025Q1: 73,544 shares; 2025Q2: 75,428 shares; 2025Q3: 71,225 shares 71,225 $13.2M 0.16% -4,203 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955,129 shares; 2024Q4: 1,238,452 shares; 2025Q1: 1,220,496 shares; 2025Q2: 1,232,780 shares; 2025Q3: 1,102,897 shares 1,102,897 $13.2M 0.16% -129,883 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,774 shares 185,774 $13M 0.16% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,395 shares; 2024Q4: 244,688 shares; 2025Q1: 263,793 shares; 2025Q2: 272,949 shares; 2025Q3: 267,583 shares 267,583 $12.9M 0.15% -5,366 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: not reported; 2024Q4: 2,267 shares; 2025Q1: 2,615 shares; 2025Q2: 98,996 shares; 2025Q3: 99,378 shares 99,378 $12.9M 0.15% +382 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,912 shares; 2025Q1: 68,828 shares; 2025Q2: 71,467 shares; 2025Q3: 68,706 shares 68,706 $12.9M 0.15% -2,761 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,432 shares; 2024Q4: 96,273 shares; 2025Q1: 127,146 shares; 2025Q2: 123,919 shares; 2025Q3: 195,886 shares 195,886 $12.7M 0.15% +71,967 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,679 shares; 2024Q4: 694,290 shares; 2025Q1: 716,902 shares; 2025Q2: 734,963 shares; 2025Q3: 736,896 shares 736,896 $12.7M 0.15% +1,933 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,549 shares; 2024Q4: 332,588 shares; 2025Q1: 311,827 shares; 2025Q2: 305,361 shares; 2025Q3: 278,166 shares 278,166 $12.7M 0.15% -27,195 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: 317,589 shares; 2024Q4: 325,021 shares; 2025Q1: 348,803 shares; 2025Q2: 375,218 shares; 2025Q3: 464,344 shares 464,344 $12.6M 0.15% +89,126 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: 85,553 shares; 2024Q4: 105,860 shares; 2025Q1: 112,961 shares; 2025Q2: 115,415 shares; 2025Q3: 129,321 shares 129,321 $12.6M 0.15% +13,906 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: 703,362 shares; 2024Q4: 677,337 shares; 2025Q1: 645,534 shares; 2025Q2: 635,278 shares; 2025Q3: 602,240 shares 602,240 $12.6M 0.15% -33,038 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,767 shares; 2024Q4: 491,831 shares; 2025Q1: 539,713 shares; 2025Q2: 566,362 shares; 2025Q3: 657,647 shares 657,647 $12.6M 0.15% +91,285 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,468 shares; 2024Q4: 126,119 shares; 2025Q1: 135,140 shares; 2025Q2: 148,092 shares; 2025Q3: 161,201 shares 161,201 $12.6M 0.15% +13,109 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: 201,001 shares; 2024Q4: 199,354 shares; 2025Q1: 210,393 shares; 2025Q2: 218,889 shares; 2025Q3: 204,929 shares 204,929 $12.5M 0.15% -13,960 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 381,192 shares; 2025Q1: 395,039 shares; 2025Q2: 483,218 shares; 2025Q3: 489,440 shares 489,440 $12.5M 0.15% +6,222 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,378 shares; 2024Q4: 489,545 shares; 2025Q1: 459,486 shares; 2025Q2: 461,349 shares; 2025Q3: 442,737 shares 442,737 $12.5M 0.15% -18,612 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,472 shares; 2024Q4: 192,236 shares; 2025Q1: 199,750 shares; 2025Q2: 229,254 shares; 2025Q3: 250,534 shares 250,534 $12.4M 0.15% +21,280 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252,344 shares; 2025Q2: 369,984 shares; 2025Q3: 459,074 shares 459,074 $12.3M 0.15% +89,090 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: 130,548 shares; 2024Q4: 131,877 shares; 2025Q1: 214,949 shares; 2025Q2: 218,523 shares; 2025Q3: 220,391 shares 220,391 $12.2M 0.15% +1,868 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: 15,234 shares; 2024Q4: 19,950 shares; 2025Q1: 192,568 shares; 2025Q2: 206,921 shares; 2025Q3: 240,400 shares 240,400 $12.1M 0.14% +33,479 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: 15,535 shares; 2024Q4: 15,430 shares; 2025Q1: 40,947 shares; 2025Q2: 48,517 shares; 2025Q3: 52,816 shares 52,816 $12.1M 0.14% +4,299 Timeline VGT 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: 11,012 shares; 2024Q4: 10,945 shares; 2025Q1: 10,803 shares; 2025Q2: 11,671 shares; 2025Q3: 16,175 shares 16,175 $12.1M 0.14% +4,504 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 12,415 shares; 2025Q1: 11,726 shares; 2025Q2: 15,908 shares; 2025Q3: 644,438 shares 644,438 $12M 0.14% +628,530 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: 1,025 shares; 2024Q4: 1,305 shares; 2025Q1: 12,432 shares; 2025Q2: 18,494 shares; 2025Q3: 36,006 shares 36,006 $12M 0.14% +17,512 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,701 shares; 2025Q2: 226,217 shares; 2025Q3: 221,561 shares 221,561 $11.9M 0.14% -4,656 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267,884 shares 267,884 $11.8M 0.14% new 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: 86,222 shares; 2024Q4: 89,943 shares; 2025Q1: 105,870 shares; 2025Q2: 109,162 shares; 2025Q3: 113,453 shares 113,453 $11.8M 0.14% +4,291 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,382 shares; 2024Q4: 191,555 shares; 2025Q1: 176,569 shares; 2025Q2: 179,821 shares; 2025Q3: 179,436 shares 179,436 $11.7M 0.14% -385 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,967 shares; 2024Q4: 342,880 shares; 2025Q1: 378,951 shares; 2025Q2: 407,208 shares; 2025Q3: 447,659 shares 447,659 $11.7M 0.14% +40,451 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: 5,910 shares; 2024Q4: 5,881 shares; 2025Q1: 5,927 shares; 2025Q2: 6,308 shares; 2025Q3: 94,332 shares 94,332 $11.6M 0.14% +88,024 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,795 shares; 2024Q4: 71,805 shares; 2025Q1: 77,333 shares; 2025Q2: 77,410 shares; 2025Q3: 82,221 shares 82,221 $11.6M 0.14% +4,811 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,021 shares; 2024Q4: 85,199 shares; 2025Q1: 88,171 shares; 2025Q2: 90,844 shares; 2025Q3: 93,106 shares 93,106 $11.6M 0.14% +2,262 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,316 shares; 2024Q4: 50,863 shares; 2025Q1: 48,868 shares; 2025Q2: 45,350 shares; 2025Q3: 47,058 shares 47,058 $11.5M 0.14% +1,708 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,366 shares; 2024Q4: 19,455 shares; 2025Q1: 118,439 shares; 2025Q2: 125,137 shares; 2025Q3: 142,888 shares 142,888 $11.4M 0.14% +17,751 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,089 shares; 2024Q4: 100,176 shares; 2025Q1: 107,202 shares; 2025Q2: 112,832 shares; 2025Q3: 110,565 shares 110,565 $11.3M 0.14% -2,267 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,176 shares; 2024Q4: 105,797 shares; 2025Q1: 130,595 shares; 2025Q2: 151,152 shares; 2025Q3: 161,996 shares 161,996 $11.3M 0.13% +10,844 Timeline FLQL 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: 136,826 shares; 2024Q4: 137,846 shares; 2025Q1: 141,903 shares; 2025Q2: 156,377 shares; 2025Q3: 162,715 shares 162,715 $11.1M 0.13% +6,338 Timeline SSO 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: 167,233 shares; 2024Q4: 147,511 shares; 2025Q1: 104,116 shares; 2025Q2: 140,591 shares; 2025Q3: 98,095 shares 98,095 $11M 0.13% -42,496 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,649 shares; 2024Q4: 294,930 shares; 2025Q1: 278,048 shares; 2025Q2: 275,080 shares; 2025Q3: 256,216 shares 256,216 $11M 0.13% -18,864 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: 126,621 shares; 2024Q4: 128,233 shares; 2025Q1: 126,201 shares; 2025Q2: 124,216 shares; 2025Q3: 121,543 shares 121,543 $10.9M 0.13% -2,673 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,186 shares; 2025Q2: 70,076 shares; 2025Q3: 76,652 shares 76,652 $10.8M 0.13% +6,576 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,648 shares; 2024Q4: 62,272 shares; 2025Q1: 73,111 shares; 2025Q2: 77,970 shares; 2025Q3: 100,896 shares 100,896 $10.8M 0.13% +22,926 Timeline STIP 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: 185,739 shares; 2024Q4: 139,656 shares; 2025Q1: 91,594 shares; 2025Q2: 101,207 shares; 2025Q3: 103,776 shares 103,776 $10.7M 0.13% +2,569 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: 93,957 shares; 2024Q4: 97,088 shares; 2025Q1: 120,881 shares; 2025Q2: 121,615 shares; 2025Q3: 110,885 shares 110,885 $10.7M 0.13% -10,730 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,111 shares; 2024Q4: 435,992 shares; 2025Q1: 421,493 shares; 2025Q2: 421,192 shares; 2025Q3: 389,639 shares 389,639 $10.5M 0.12% -31,553 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,947 shares; 2024Q4: 106,879 shares; 2025Q1: 127,236 shares; 2025Q2: 138,167 shares; 2025Q3: 137,898 shares 137,898 $10.3M 0.12% -269 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,634 shares; 2024Q4: 251,702 shares; 2025Q1: 236,438 shares; 2025Q2: 233,392 shares; 2025Q3: 216,284 shares 216,284 $10.1M 0.12% -17,108 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,690 shares; 2024Q4: 164,887 shares; 2025Q1: 287,798 shares; 2025Q2: 291,689 shares; 2025Q3: 300,710 shares 300,710 $10.1M 0.12% +9,021 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,412 shares; 2024Q4: 147,848 shares; 2025Q1: 130,253 shares; 2025Q2: 117,043 shares; 2025Q3: 115,242 shares 115,242 $9.95M 0.12% -1,801 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,533 shares 117,533 $9.85M 0.12% 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: 168,397 shares; 2024Q4: 165,050 shares; 2025Q1: 169,009 shares; 2025Q2: 157,618 shares; 2025Q3: 152,706 shares 152,706 $9.75M 0.12% -4,912 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: 142,909 shares; 2024Q4: 118,009 shares; 2025Q1: 119,283 shares; 2025Q2: 115,710 shares; 2025Q3: 116,320 shares 116,320 $9.65M 0.12% +610 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,148 shares; 2024Q4: 21,665 shares; 2025Q1: 54,824 shares; 2025Q2: 58,241 shares; 2025Q3: 57,998 shares 57,998 $9.65M 0.12% -243 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,447 shares; 2024Q4: 157,172 shares; 2025Q1: 107,754 shares; 2025Q2: 105,208 shares; 2025Q3: 184,761 shares 184,761 $9.53M 0.11% +79,553 Timeline SCHG 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: 57,498 shares; 2024Q4: 236,115 shares; 2025Q1: 308,791 shares; 2025Q2: 301,073 shares; 2025Q3: 294,459 shares 294,459 $9.4M 0.11% -6,614 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,979 shares; 2024Q4: 55,972 shares; 2025Q1: 175,624 shares; 2025Q2: 94,981 shares; 2025Q3: 95,996 shares 95,996 $9.26M 0.11% +1,015 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 17,092 shares; 2025Q1: 16,365 shares; 2025Q2: 16,359 shares; 2025Q3: 15,429 shares 15,429 $9.2M 0.11% -930 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,207 shares 175,207 $9.16M 0.11% new Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,133 shares; 2024Q4: 208,336 shares; 2025Q1: 212,975 shares; 2025Q2: 201,484 shares; 2025Q3: 197,155 shares 197,155 $9.13M 0.11% -4,329 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: 18,237 shares; 2024Q4: 29,125 shares; 2025Q1: 46,488 shares; 2025Q2: 90,823 shares; 2025Q3: 135,368 shares 135,368 $9.1M 0.11% +44,545 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,548 shares; 2024Q4: 15,562 shares; 2025Q1: 32,419 shares; 2025Q2: 19,567 shares; 2025Q3: 117,905 shares 117,905 $9.01M 0.11% +98,338 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 10,473 shares; 2025Q1: 8,688 shares; 2025Q2: 10,065 shares; 2025Q3: 11,634 shares 11,634 $8.99M 0.11% +1,569 Timeline XLK 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: 25,048 shares; 2024Q4: 25,705 shares; 2025Q1: 22,868 shares; 2025Q2: 34,087 shares; 2025Q3: 31,779 shares 31,779 $8.96M 0.11% -2,308 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,454 shares; 2024Q4: 205,188 shares; 2025Q1: 342,943 shares; 2025Q2: 342,337 shares; 2025Q3: 347,771 shares 347,771 $8.94M 0.11% +5,434 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,790 shares; 2024Q4: 66,511 shares; 2025Q1: 76,073 shares; 2025Q2: 63,287 shares; 2025Q3: 105,425 shares 105,425 $8.85M 0.11% +42,138 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: 23,120 shares; 2024Q4: 18,410 shares; 2025Q1: 27,943 shares; 2025Q2: 27,331 shares; 2025Q3: 25,789 shares 25,789 $8.79M 0.1% -1,542 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 6,916 shares; 2025Q1: 11,378 shares; 2025Q2: 13,733 shares; 2025Q3: 18,435 shares 18,435 $8.76M 0.1% +4,702 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,297 shares; 2024Q4: 952,820 shares; 2025Q1: 973,543 shares; 2025Q2: 212,505 shares; 2025Q3: 202,684 shares 202,684 $8.74M 0.1% -9,821 Timeline MTUM 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: 3,467 shares; 2024Q4: 31,924 shares; 2025Q1: 35,399 shares; 2025Q2: 33,077 shares; 2025Q3: 33,705 shares 33,705 $8.64M 0.1% +628 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,624 shares; 2024Q4: 23,011 shares; 2025Q1: 21,963 shares; 2025Q2: 41,655 shares; 2025Q3: 47,132 shares 47,132 $8.6M 0.1% +5,477 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,212 shares; 2024Q4: 56,945 shares; 2025Q1: 56,522 shares; 2025Q2: 59,812 shares; 2025Q3: 55,581 shares 55,581 $8.54M 0.1% -4,231 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,038 shares; 2024Q4: 86,284 shares; 2025Q1: 86,512 shares; 2025Q2: 83,497 shares; 2025Q3: 83,735 shares 83,735 $8.36M 0.1% +238 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 26,580 shares; 2025Q1: 49,404 shares; 2025Q2: 51,752 shares; 2025Q3: 59,180 shares 59,180 $8.31M 0.1% +7,428 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,232 shares; 2024Q4: 257,928 shares; 2025Q1: 245,923 shares; 2025Q2: 215,272 shares; 2025Q3: 224,316 shares 224,316 $8.23M 0.1% +9,044 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,392 shares; 2025Q1: 7,584 shares; 2025Q2: 7,308 shares; 2025Q3: 6,843 shares 6,843 $8.2M 0.1% -465 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,867 shares; 2024Q4: 144,719 shares; 2025Q1: 128,334 shares; 2025Q2: 147,489 shares; 2025Q3: 185,259 shares 185,259 $8.14M 0.1% +37,770 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: 8,502 shares; 2024Q4: 5,007 shares; 2025Q1: 7,179 shares; 2025Q2: 7,724 shares; 2025Q3: 45,359 shares 45,359 $8.08M 0.1% +37,635 Timeline RYLD 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: 448,336 shares; 2024Q4: 457,302 shares; 2025Q1: 510,183 shares; 2025Q2: 527,237 shares; 2025Q3: 530,600 shares 530,600 $7.99M 0.1% +3,363 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: 30,817 shares; 2024Q4: 46,374 shares; 2025Q1: 40,190 shares; 2025Q2: 69,692 shares; 2025Q3: 66,907 shares 66,907 $7.92M 0.09% -2,785 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,931 shares; 2024Q4: 99,719 shares; 2025Q1: 100,501 shares; 2025Q2: 86,147 shares; 2025Q3: 86,373 shares 86,373 $7.9M 0.09% +226 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,110 shares; 2024Q4: 434,883 shares; 2025Q1: 426,449 shares; 2025Q2: 486,451 shares; 2025Q3: 491,550 shares 491,550 $7.72M 0.09% +5,099 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 36,034 shares; 2025Q1: 56,674 shares; 2025Q2: 57,738 shares; 2025Q3: 75,914 shares 75,914 $7.71M 0.09% +18,176 Timeline SCHV 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: 37,175 shares; 2024Q4: 142,031 shares; 2025Q1: 223,030 shares; 2025Q2: 225,649 shares; 2025Q3: 263,858 shares 263,858 $7.68M 0.09% +38,209 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: 194,136 shares; 2024Q4: 201,659 shares; 2025Q1: 354,788 shares; 2025Q2: 353,272 shares; 2025Q3: 327,742 shares 327,742 $7.66M 0.09% -25,530 TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,359 shares; 2025Q2: 56,934 shares; 2025Q3: 74,241 shares 74,241 $7.65M 0.09% +17,307 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,927 shares; 2024Q4: 20,010 shares; 2025Q1: 21,325 shares; 2025Q2: 21,856 shares; 2025Q3: 25,213 shares 25,213 $7.58M 0.09% +3,357 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: 4,630 shares; 2024Q4: 4,285 shares; 2025Q1: 3,908 shares; 2025Q2: 5,183 shares; 2025Q3: 154,115 shares 154,115 $7.55M 0.09% +148,932 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $7.54M 0.09% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,757 shares; 2024Q4: 557,742 shares; 2025Q1: 561,583 shares; 2025Q2: 77,873 shares; 2025Q3: 73,139 shares 73,139 $7.54M 0.09% -4,734 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,820 shares; 2025Q1: 14,225 shares; 2025Q2: 18,863 shares; 2025Q3: 20,116 shares 20,116 $7.53M 0.09% +1,253 Timeline SYLD 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: 70,534 shares; 2024Q4: 72,555 shares; 2025Q1: 76,604 shares; 2025Q2: 102,198 shares; 2025Q3: 108,014 shares 108,014 $7.42M 0.09% +5,816 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: 10,674 shares; 2024Q4: 14,532 shares; 2025Q1: 17,430 shares; 2025Q2: 23,057 shares; 2025Q3: 20,240 shares 20,240 $7.11M 0.08% -2,817 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,502 shares; 2025Q1: 11,714 shares; 2025Q2: 13,198 shares; 2025Q3: 16,302 shares 16,302 $7.1M 0.08% +3,104 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,440 shares; 2024Q4: 397,990 shares; 2025Q1: 429,956 shares; 2025Q2: 489,753 shares; 2025Q3: 527,799 shares 527,799 $7.09M 0.08% +38,046 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,545 shares; 2024Q4: 7,531 shares; 2025Q1: 10,225 shares; 2025Q2: 30,273 shares; 2025Q3: 29,282 shares 29,282 $7.02M 0.08% -991 Timeline IPKW 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: 105,999 shares; 2024Q4: 109,365 shares; 2025Q1: 113,912 shares; 2025Q2: 126,168 shares; 2025Q3: 132,671 shares 132,671 $6.99M 0.08% +6,503 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,786 shares; 2025Q3: 204,504 shares 204,504 $6.99M 0.08% +131,718 Timeline SPHD 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: 162,393 shares; 2024Q4: 146,514 shares; 2025Q1: 158,095 shares; 2025Q2: 146,762 shares; 2025Q3: 140,296 shares 140,296 $6.94M 0.08% -6,466 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,048 shares; 2024Q4: 950,579 shares; 2025Q1: 999,404 shares; 2025Q2: 929,495 shares; 2025Q3: 164,244 shares 164,244 $6.9M 0.08% -765,251 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,518 shares; 2025Q1: 6,255 shares; 2025Q2: 7,313 shares; 2025Q3: 9,072 shares 9,072 $6.88M 0.08% +1,759 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,930 shares; 2024Q4: 109,153 shares; 2025Q1: 116,746 shares; 2025Q2: 115,095 shares; 2025Q3: 269,381 shares 269,381 $6.86M 0.08% +154,286 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,809 shares; 2024Q4: 79,276 shares; 2025Q1: 82,198 shares; 2025Q2: 90,384 shares; 2025Q3: 94,881 shares 94,881 $6.83M 0.08% +4,497 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 739 shares; 2025Q1: 676 shares; 2025Q2: 11,523 shares; 2025Q3: 14,846 shares 14,846 $6.79M 0.08% +3,323 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: 31,615 shares; 2024Q4: 8,581 shares; 2025Q1: 10,190 shares; 2025Q2: 125,882 shares; 2025Q3: 103,889 shares 103,889 $6.74M 0.08% -21,993 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,711 shares; 2024Q4: 63,963 shares; 2025Q1: 62,984 shares; 2025Q2: 60,604 shares; 2025Q3: 59,834 shares 59,834 $6.68M 0.08% -770 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,637 shares; 2025Q3: 172,726 shares 172,726 $6.54M 0.08% +22,089 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,252 shares; 2024Q4: 27,456 shares; 2025Q1: 30,240 shares; 2025Q2: 30,881 shares; 2025Q3: 29,519 shares 29,519 $6.52M 0.08% -1,362 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,740 shares; 2024Q4: 117,971 shares; 2025Q1: 114,508 shares; 2025Q2: 103,438 shares; 2025Q3: 98,657 shares 98,657 $6.52M 0.08% -4,781 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,676 shares; 2024Q4: 138,955 shares; 2025Q1: 183,924 shares; 2025Q2: 846,204 shares; 2025Q3: 147,132 shares 147,132 $6.46M 0.08% -699,072 Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272,999 shares 272,999 $6.43M 0.08% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 10,592 shares; 2025Q1: 30,227 shares; 2025Q2: 30,507 shares; 2025Q3: 29,037 shares 29,037 $6.27M 0.07% -1,470 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: 3,029 shares; 2024Q4: 16,599 shares; 2025Q1: 52,215 shares; 2025Q2: 51,138 shares; 2025Q3: 44,127 shares 44,127 $6.26M 0.07% -7,011 Timeline PMAY 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: 242,968 shares; 2024Q4: 176,107 shares; 2025Q1: 168,276 shares; 2025Q2: 163,667 shares; 2025Q3: 159,170 shares 159,170 $6.19M 0.07% -4,497 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,289 shares; 2024Q4: 26,444 shares; 2025Q1: 13,291 shares; 2025Q2: 17,251 shares; 2025Q3: 17,715 shares 17,715 $6.12M 0.07% +464 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,117 shares; 2024Q4: 89,365 shares; 2025Q1: 89,130 shares; 2025Q2: 101,617 shares; 2025Q3: 143,832 shares 143,832 $6.09M 0.07% +42,215 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,625 shares; 2024Q4: 179,901 shares; 2025Q1: 193,206 shares; 2025Q2: 200,581 shares; 2025Q3: 205,371 shares 205,371 $6.09M 0.07% +4,790 Timeline FICS 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: 19,998 shares; 2024Q4: 42,149 shares; 2025Q1: 36,532 shares; 2025Q2: 152,766 shares; 2025Q3: 158,916 shares 158,916 $6.06M 0.07% +6,150 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,053 shares; 2024Q4: 20,676 shares; 2025Q1: 24,566 shares; 2025Q2: 21,766 shares; 2025Q3: 28,985 shares 28,985 $6.05M 0.07% +7,219 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,569 shares; 2024Q4: 16,674 shares; 2025Q1: 34,033 shares; 2025Q2: 31,902 shares; 2025Q3: 32,824 shares 32,824 $6.03M 0.07% +922 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 3,757 shares; 2025Q1: 6,699 shares; 2025Q2: 6,911 shares; 2025Q3: 7,567 shares 7,567 $6.03M 0.07% +656 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,240 shares; 2024Q4: 33,478 shares; 2025Q1: 32,807 shares; 2025Q2: 96,820 shares; 2025Q3: 156,018 shares 156,018 $6.02M 0.07% +59,198 Timeline MGK 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: 11,368 shares; 2024Q4: 12,745 shares; 2025Q1: 13,387 shares; 2025Q2: 14,196 shares; 2025Q3: 14,757 shares 14,757 $5.94M 0.07% +561 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: 130,428 shares; 2024Q4: 190,022 shares; 2025Q1: 175,592 shares; 2025Q2: 198,810 shares; 2025Q3: 186,778 shares 186,778 $5.91M 0.07% -12,032 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,758 shares; 2024Q4: 98,820 shares; 2025Q1: 103,780 shares; 2025Q2: 116,480 shares; 2025Q3: 123,334 shares 123,334 $5.79M 0.07% +6,854 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,785 shares; 2024Q4: 69,653 shares; 2025Q1: 826,246 shares; 2025Q2: 782,663 shares; 2025Q3: 123,963 shares 123,963 $5.68M 0.07% -658,700 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,458 shares; 2024Q4: 111,063 shares; 2025Q1: 137,608 shares; 2025Q2: 153,998 shares; 2025Q3: 85,544 shares 85,544 $5.67M 0.07% -68,454 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,762 shares; 2024Q4: 47,473 shares; 2025Q1: 33,221 shares; 2025Q2: 33,634 shares; 2025Q3: 42,276 shares 42,276 $5.66M 0.07% +8,642 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927,708 shares; 2024Q4: 157,382 shares; 2025Q1: 97,136 shares; 2025Q2: 887,824 shares; 2025Q3: 146,980 shares 146,980 $5.64M 0.07% -740,844 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,593 shares; 2024Q4: 155,565 shares; 2025Q1: 163,811 shares; 2025Q2: 161,290 shares; 2025Q3: 187,115 shares 187,115 $5.54M 0.07% +25,825 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,639 shares; 2024Q4: 186,155 shares; 2025Q1: 38,769 shares; 2025Q2: 40,127 shares; 2025Q3: 122,613 shares 122,613 $5.53M 0.07% +82,486 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,438 shares; 2024Q4: 34,564 shares; 2025Q1: 33,885 shares; 2025Q2: 31,083 shares; 2025Q3: 31,224 shares 31,224 $5.52M 0.07% +141 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: 10,126 shares; 2024Q4: 13,429 shares; 2025Q1: 14,557 shares; 2025Q2: 15,102 shares; 2025Q3: 17,039 shares 17,039 $5.49M 0.07% +1,937 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,517 shares; 2024Q4: 70,974 shares; 2025Q1: 88,837 shares; 2025Q2: 92,097 shares; 2025Q3: 95,294 shares 95,294 $5.48M 0.07% +3,197 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 41,281 shares; 2025Q2: 41,554 shares; 2025Q3: 47,563 shares 47,563 $5.42M 0.06% +6,009 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,013 shares; 2024Q4: 23,269 shares; 2025Q1: 22,967 shares; 2025Q2: 22,931 shares; 2025Q3: 21,541 shares 21,541 $5.41M 0.06% -1,390 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,665 shares; 2024Q4: 60,941 shares; 2025Q1: 64,884 shares; 2025Q2: 71,051 shares; 2025Q3: 76,160 shares 76,160 $5.4M 0.06% +5,109 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,548 shares; 2024Q4: 16,289 shares; 2025Q1: 17,795 shares; 2025Q2: 16,988 shares; 2025Q3: 19,115 shares 19,115 $5.39M 0.06% +2,127 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,105 shares; 2024Q4: 90,076 shares; 2025Q1: 89,852 shares; 2025Q2: 89,526 shares; 2025Q3: 183,512 shares 183,512 $5.37M 0.06% +93,986 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: 93,884 shares; 2024Q4: 169,461 shares; 2025Q1: 90,759 shares; 2025Q2: 89,040 shares; 2025Q3: 100,375 shares 100,375 $5.34M 0.06% +11,335 Timeline SMH 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: 28,793 shares; 2024Q4: 17,586 shares; 2025Q1: 10,912 shares; 2025Q2: 22,368 shares; 2025Q3: 16,204 shares 16,204 $5.29M 0.06% -6,164 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: 9,902 shares; 2024Q4: 11,821 shares; 2025Q1: 11,644 shares; 2025Q2: 13,740 shares; 2025Q3: 15,979 shares 15,979 $5.26M 0.06% +2,239 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,919 shares; 2024Q4: 34,564 shares; 2025Q1: 74,421 shares; 2025Q2: 89,688 shares; 2025Q3: 97,252 shares 97,252 $5.25M 0.06% +7,564 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,426 shares; 2024Q4: 93,576 shares; 2025Q1: 88,294 shares; 2025Q2: 43,135 shares; 2025Q3: 44,092 shares 44,092 $5.24M 0.06% +957 Timeline DFIV 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: 31,426 shares; 2024Q4: not reported; 2025Q1: 84,729 shares; 2025Q2: 105,355 shares; 2025Q3: 112,504 shares 112,504 $5.19M 0.06% +7,149 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,841 shares; 2024Q4: 135,959 shares; 2025Q1: 147,394 shares; 2025Q2: 142,378 shares; 2025Q3: 112,735 shares 112,735 $5.17M 0.06% -29,643 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,855 shares; 2025Q3: 50,044 shares 50,044 $4.98M 0.06% -1,811 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 11,921 shares; 2025Q1: 31,537 shares; 2025Q2: 27,879 shares; 2025Q3: 29,643 shares 29,643 $4.96M 0.06% +1,764 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 9,099 shares; 2025Q1: 10,283 shares; 2025Q2: 9,989 shares; 2025Q3: 16,829 shares 16,829 $4.94M 0.06% +6,840 Timeline IJH 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: 74,189 shares; 2024Q4: 81,347 shares; 2025Q1: 77,826 shares; 2025Q2: 77,264 shares; 2025Q3: 75,591 shares 75,591 $4.93M 0.06% -1,673 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 13,636 shares; 2025Q1: 21,360 shares; 2025Q2: 57,514 shares; 2025Q3: 65,649 shares 65,649 $4.93M 0.06% +8,135 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,923 shares; 2025Q1: 5,044 shares; 2025Q2: 5,830 shares; 2025Q3: 7,943 shares 7,943 $4.88M 0.06% +2,113 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,284 shares; 2024Q4: 964,594 shares; 2025Q1: 903,612 shares; 2025Q2: 137,015 shares; 2025Q3: 116,449 shares 116,449 $4.78M 0.06% -20,566 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,918 shares; 2024Q4: 99,042 shares; 2025Q1: 98,325 shares; 2025Q2: 101,121 shares; 2025Q3: 62,365 shares 62,365 $4.77M 0.06% -38,756 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,468 shares; 2024Q4: 90,174 shares; 2025Q1: 218,196 shares; 2025Q2: 215,504 shares; 2025Q3: 202,407 shares 202,407 $4.75M 0.06% -13,097 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 8,393 shares; 2025Q1: 8,458 shares; 2025Q2: 8,573 shares; 2025Q3: 10,187 shares 10,187 $4.72M 0.06% +1,614 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,046 shares; 2025Q1: 8,292 shares; 2025Q2: 8,260 shares; 2025Q3: 8,279 shares 8,279 $4.71M 0.06% +19 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,086 shares; 2024Q4: 32,543 shares; 2025Q1: 29,457 shares; 2025Q2: 28,228 shares; 2025Q3: 26,650 shares 26,650 $4.65M 0.06% -1,578 Timeline IAGG 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: 78,106 shares; 2025Q3: 90,657 shares 90,657 $4.64M 0.06% +12,551 Timeline TJAN 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: 106,435 shares; 2025Q2: 175,561 shares; 2025Q3: 169,491 shares 169,491 $4.58M 0.05% -6,070 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 6,527 shares; 2025Q1: 54,061 shares; 2025Q2: 54,113 shares; 2025Q3: 47,708 shares 47,708 $4.55M 0.05% -6,405 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: 34,884 shares; 2024Q4: 35,349 shares; 2025Q1: 33,069 shares; 2025Q2: 30,760 shares; 2025Q3: 33,081 shares 33,081 $4.49M 0.05% +2,321 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: 57,269 shares; 2024Q4: 62,118 shares; 2025Q1: 70,427 shares; 2025Q2: 76,910 shares; 2025Q3: 77,837 shares 77,837 $4.47M 0.05% +927 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,953 shares; 2024Q4: 26,572 shares; 2025Q1: 26,045 shares; 2025Q2: 26,267 shares; 2025Q3: 27,439 shares 27,439 $4.45M 0.05% +1,172 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,170 shares; 2024Q4: 21,728 shares; 2025Q1: 24,215 shares; 2025Q2: 22,434 shares; 2025Q3: 23,623 shares 23,623 $4.43M 0.05% +1,189 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: 18,060 shares; 2024Q4: 21,011 shares; 2025Q1: 47,697 shares; 2025Q2: 56,597 shares; 2025Q3: 25,619 shares 25,619 $4.43M 0.05% -30,978 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: 36,884 shares; 2024Q4: 539,726 shares; 2025Q1: 595,448 shares; 2025Q2: 631,930 shares; 2025Q3: 92,043 shares 92,043 $4.41M 0.05% -539,887 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,287 shares; 2024Q4: 63,445 shares; 2025Q1: 70,796 shares; 2025Q2: 161,291 shares; 2025Q3: 87,851 shares 87,851 $4.38M 0.05% -73,440 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,458 shares; 2024Q4: 37,758 shares; 2025Q1: 54,160 shares; 2025Q2: 53,735 shares; 2025Q3: 59,149 shares 59,149 $4.32M 0.05% +5,414 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,236 shares; 2024Q4: 64,555 shares; 2025Q1: 68,407 shares; 2025Q2: 121,519 shares; 2025Q3: 135,268 shares 135,268 $4.31M 0.05% +13,749 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 9,422 shares; 2025Q1: 20,043 shares; 2025Q2: 23,984 shares; 2025Q3: 25,183 shares 25,183 $4.3M 0.05% +1,199 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 15,943 shares; 2025Q1: 17,850 shares; 2025Q2: 19,500 shares; 2025Q3: 22,737 shares 22,737 $4.26M 0.05% +3,237 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,899 shares; 2024Q4: 4,758 shares; 2025Q1: 11,046 shares; 2025Q2: 11,302 shares; 2025Q3: 12,012 shares 12,012 $4.24M 0.05% +710 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,537 shares; 2024Q4: 28,226 shares; 2025Q1: 17,245 shares; 2025Q2: 16,645 shares; 2025Q3: 16,468 shares 16,468 $4.22M 0.05% -177 Timeline XLI 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: 21,834 shares; 2024Q4: 11,364 shares; 2025Q1: 30,007 shares; 2025Q2: 24,202 shares; 2025Q3: 27,136 shares 27,136 $4.19M 0.05% +2,934 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,042 shares; 2024Q4: 66,913 shares; 2025Q1: 71,433 shares; 2025Q2: 59,391 shares; 2025Q3: 98,621 shares 98,621 $4.15M 0.05% +39,230 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,986 shares; 2024Q4: 45,453 shares; 2025Q1: 48,295 shares; 2025Q2: 51,119 shares; 2025Q3: 56,533 shares 56,533 $4.15M 0.05% +5,414 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: 123,133 shares; 2024Q4: 122,729 shares; 2025Q1: 122,963 shares; 2025Q2: 122,371 shares; 2025Q3: 120,702 shares 120,702 $4.14M 0.05% -1,669 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,330 shares; 2025Q1: 8,128 shares; 2025Q2: 8,923 shares; 2025Q3: 8,452 shares 8,452 $4.1M 0.05% -471 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 3,005 shares; 2025Q1: 6,640 shares; 2025Q2: 6,649 shares; 2025Q3: 6,725 shares 6,725 $4.1M 0.05% +76 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,547 shares; 2025Q1: 24,954 shares; 2025Q2: 5,037 shares; 2025Q3: 45,539 shares 45,539 $4.08M 0.05% +40,502 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,358 shares; 2024Q4: 225,829 shares; 2025Q1: 244,204 shares; 2025Q2: 249,040 shares; 2025Q3: 237,637 shares 237,637 $4.08M 0.05% -11,403 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,489 shares; 2024Q4: 12,367 shares; 2025Q1: 15,954 shares; 2025Q2: 12,773 shares; 2025Q3: 13,762 shares 13,762 $4.04M 0.05% +989 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,999 shares 31,999 $4.03M 0.05% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 12,537 shares; 2025Q1: 14,371 shares; 2025Q2: 17,390 shares; 2025Q3: 25,916 shares 25,916 $4.03M 0.05% +8,526 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: 60,640 shares; 2024Q4: 59,011 shares; 2025Q1: 56,744 shares; 2025Q2: 63,798 shares; 2025Q3: 62,332 shares 62,332 $4.01M 0.05% -1,466 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: 43,561 shares; 2024Q4: 37,799 shares; 2025Q1: 37,043 shares; 2025Q2: 40,300 shares; 2025Q3: 40,703 shares 40,703 $3.98M 0.05% +403 Timeline XLE 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: 27,136 shares; 2024Q4: 37,873 shares; 2025Q1: 49,118 shares; 2025Q2: 49,464 shares; 2025Q3: 44,483 shares 44,483 $3.97M 0.05% -4,981 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,269 shares; 2024Q4: 63,551 shares; 2025Q1: 83,460 shares; 2025Q2: 76,843 shares; 2025Q3: 109,994 shares 109,994 $3.96M 0.05% +33,151 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 17,676 shares; 2025Q1: 40,630 shares; 2025Q2: 44,038 shares; 2025Q3: 46,603 shares 46,603 $3.91M 0.05% +2,565 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173,679 shares; 2025Q2: 217,056 shares; 2025Q3: 232,396 shares 232,396 $3.77M 0.05% +15,340 Timeline EALT 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: 8,143 shares; 2024Q4: 8,845 shares; 2025Q1: 7,959 shares; 2025Q2: 12,449 shares; 2025Q3: 109,125 shares 109,125 $3.77M 0.04% +96,676 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: 15,734 shares; 2024Q4: 16,654 shares; 2025Q1: 47,414 shares; 2025Q2: 48,003 shares; 2025Q3: 27,993 shares 27,993 $3.77M 0.04% -20,010 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 10,776 shares; 2025Q1: 60,292 shares; 2025Q2: 55,266 shares; 2025Q3: 56,208 shares 56,208 $3.77M 0.04% +942 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,081 shares; 2024Q4: 32,724 shares; 2025Q1: 39,592 shares; 2025Q2: 41,793 shares; 2025Q3: 76,126 shares 76,126 $3.76M 0.04% +34,333 Timeline ACWV 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: 24,153 shares; 2024Q4: 25,685 shares; 2025Q1: 28,390 shares; 2025Q2: 30,463 shares; 2025Q3: 31,313 shares 31,313 $3.76M 0.04% +850 Timeline MARM 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: 70,475 shares; 2024Q4: 65,500 shares; 2025Q1: 70,534 shares; 2025Q2: 110,385 shares; 2025Q3: 114,970 shares 114,970 $3.75M 0.04% +4,585 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 48,396 shares; 2025Q2: 50,996 shares; 2025Q3: 76,393 shares 76,393 $3.74M 0.04% +25,397 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: 4,304 shares; 2024Q4: 4,032 shares; 2025Q1: 4,273 shares; 2025Q2: 3,452 shares; 2025Q3: 17,696 shares 17,696 $3.7M 0.04% +14,244 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,754 shares; 2025Q1: 21,103 shares; 2025Q2: 22,591 shares; 2025Q3: 23,142 shares 23,142 $3.68M 0.04% +551 Timeline FLOT 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: 47,211 shares; 2024Q4: 46,366 shares; 2025Q1: 71,852 shares; 2025Q2: 61,723 shares; 2025Q3: 71,717 shares 71,717 $3.66M 0.04% +9,994 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,169 shares 15,169 $3.65M 0.04% new 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: 122,105 shares; 2024Q4: 136,073 shares; 2025Q1: 124,874 shares; 2025Q2: 132,342 shares; 2025Q3: 73,826 shares 73,826 $3.61M 0.04% -58,516 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,551 shares; 2025Q1: 7,883 shares; 2025Q2: 29,267 shares; 2025Q3: 38,394 shares 38,394 $3.6M 0.04% +9,127 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,044 shares; 2024Q4: 43,401 shares; 2025Q1: 44,493 shares; 2025Q2: 40,875 shares; 2025Q3: 41,961 shares 41,961 $3.53M 0.04% +1,086 Timeline SCHO 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: 37,308 shares; 2024Q4: 85,282 shares; 2025Q1: 143,193 shares; 2025Q2: 142,549 shares; 2025Q3: 144,182 shares 144,182 $3.52M 0.04% +1,633 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: not reported; 2024Q4: 10,157 shares; 2025Q1: 213,376 shares; 2025Q2: 222,907 shares; 2025Q3: 177,360 shares 177,360 $3.51M 0.04% -45,547 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,921 shares; 2024Q4: 53,729 shares; 2025Q1: 20,910 shares; 2025Q2: 16,168 shares; 2025Q3: 16,472 shares 16,472 $3.47M 0.04% +304 Timeline UJAN 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: 45,023 shares; 2024Q4: 44,120 shares; 2025Q1: 1,444,403 shares; 2025Q2: 1,491,194 shares; 2025Q3: 82,291 shares 82,291 $3.47M 0.04% -1,408,903 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: 119,207 shares; 2024Q4: 132,761 shares; 2025Q1: 142,790 shares; 2025Q2: 160,523 shares; 2025Q3: 189,707 shares 189,707 $3.46M 0.04% +29,184 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,745 shares; 2024Q4: 97,847 shares; 2025Q1: 58,819 shares; 2025Q2: 56,702 shares; 2025Q3: 52,423 shares 52,423 $3.46M 0.04% -4,279 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,578 shares; 2024Q4: 92,889 shares; 2025Q1: 81,636 shares; 2025Q2: 74,295 shares; 2025Q3: 72,074 shares 72,074 $3.43M 0.04% -2,221 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,478 shares; 2024Q4: 29,002 shares; 2025Q1: 31,144 shares; 2025Q2: 32,663 shares; 2025Q3: 34,305 shares 34,305 $3.36M 0.04% +1,642 Timeline FYLD 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: 99,091 shares; 2025Q3: 106,490 shares 106,490 $3.32M 0.04% +7,399 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,620 shares; 2025Q1: 12,183 shares; 2025Q2: 10,675 shares; 2025Q3: 10,783 shares 10,783 $3.29M 0.04% +108 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: 127,373 shares; 2024Q4: 97,671 shares; 2025Q1: 91,903 shares; 2025Q2: 85,352 shares; 2025Q3: 89,033 shares 89,033 $3.28M 0.04% +3,681 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,282 shares; 2025Q2: 12,854 shares; 2025Q3: 16,132 shares 16,132 $3.28M 0.04% +3,278 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 7,442 shares; 2025Q1: 8,437 shares; 2025Q2: 10,185 shares; 2025Q3: 11,722 shares 11,722 $3.27M 0.04% +1,537 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,294 shares; 2024Q4: 72,304 shares; 2025Q1: 83,406 shares; 2025Q2: 82,326 shares; 2025Q3: 80,694 shares 80,694 $3.26M 0.04% -1,632 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,768 shares; 2024Q4: 79,528 shares; 2025Q1: 87,317 shares; 2025Q2: 60,551 shares; 2025Q3: 75,968 shares 75,968 $3.19M 0.04% +15,417 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: 59,150 shares; 2024Q4: 61,306 shares; 2025Q1: 54,561 shares; 2025Q2: 53,539 shares; 2025Q3: 62,102 shares 62,102 $3.18M 0.04% +8,563 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,165 shares; 2024Q4: 929,814 shares; 2025Q1: 1,648,631 shares; 2025Q2: 84,887 shares; 2025Q3: 84,718 shares 84,718 $3.17M 0.04% -169 Timeline IYW 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: 73,373 shares; 2024Q4: 69,332 shares; 2025Q1: 37,634 shares; 2025Q2: 35,857 shares; 2025Q3: 15,856 shares 15,856 $3.11M 0.04% -20,001 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: 5,999 shares; 2024Q4: 5,813 shares; 2025Q1: 8,806 shares; 2025Q2: 16,161 shares; 2025Q3: 51,852 shares 51,852 $3.1M 0.04% +35,691 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,424 shares; 2024Q4: 40,673 shares; 2025Q1: 61,363 shares; 2025Q2: 65,522 shares; 2025Q3: 81,076 shares 81,076 $3.08M 0.04% +15,554 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,301 shares; 2024Q4: 118,727 shares; 2025Q1: 143,155 shares; 2025Q2: 118,677 shares; 2025Q3: 134,999 shares 134,999 $3.07M 0.04% +16,322 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,338 shares; 2024Q4: 871,112 shares; 2025Q1: 1,585,729 shares; 2025Q2: 57,368 shares; 2025Q3: 79,053 shares 79,053 $3.04M 0.04% +21,685 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,121 shares; 2025Q1: 41,268 shares; 2025Q2: 49,990 shares; 2025Q3: 47,771 shares 47,771 $3.01M 0.04% -2,219 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: 32,931 shares; 2024Q4: 33,211 shares; 2025Q1: 34,193 shares; 2025Q2: 32,265 shares; 2025Q3: 34,029 shares 34,029 $2.95M 0.04% +1,764 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,702 shares; 2024Q4: 30,792 shares; 2025Q1: 27,245 shares; 2025Q2: 46,796 shares; 2025Q3: 21,205 shares 21,205 $2.95M 0.04% -25,591 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,609 shares; 2025Q2: 4,312 shares; 2025Q3: 4,470 shares 4,470 $2.9M 0.03% +158 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 8,143 shares; 2025Q1: 7,159 shares; 2025Q2: 4,485 shares; 2025Q3: 9,677 shares 9,677 $2.88M 0.03% +5,192 Timeline QQA 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: 4,787 shares; 2025Q3: 54,646 shares 54,646 $2.88M 0.03% +49,859 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: 4,264 shares; 2024Q4: 4,978 shares; 2025Q1: 19,748 shares; 2025Q2: 15,189 shares; 2025Q3: 15,091 shares 15,091 $2.85M 0.03% -98 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 13,908 shares; 2025Q1: 11,764 shares; 2025Q2: 17,098 shares; 2025Q3: 19,770 shares 19,770 $2.82M 0.03% +2,672 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,868 shares; 2024Q4: 69,605 shares; 2025Q1: 61,165 shares; 2025Q2: 54,472 shares; 2025Q3: 49,080 shares 49,080 $2.79M 0.03% -5,392 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,239 shares; 2024Q4: 13,731 shares; 2025Q1: 12,699 shares; 2025Q2: 11,380 shares; 2025Q3: 11,743 shares 11,743 $2.78M 0.03% +363 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,962 shares; 2024Q4: 72,040 shares; 2025Q1: 68,276 shares; 2025Q2: 1,896,502 shares; 2025Q3: 86,272 shares 86,272 $2.77M 0.03% -1,810,230 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,875 shares; 2025Q1: 11,729 shares; 2025Q2: 11,193 shares; 2025Q3: 11,785 shares 11,785 $2.77M 0.03% +592 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: 1,117 shares; 2024Q4: 2,005 shares; 2025Q1: 11,269 shares; 2025Q2: 11,010 shares; 2025Q3: 11,524 shares 11,524 $2.76M 0.03% +514 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,030 shares; 2024Q4: 67,695 shares; 2025Q1: 56,168 shares; 2025Q2: 37,253 shares; 2025Q3: 50,958 shares 50,958 $2.75M 0.03% +13,705 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,883 shares; 2024Q4: 86,267 shares; 2025Q1: 97,055 shares; 2025Q2: 101,949 shares; 2025Q3: 94,882 shares 94,882 $2.72M 0.03% -7,067 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,127 shares; 2024Q4: 20,564 shares; 2025Q1: 19,516 shares; 2025Q2: 20,130 shares; 2025Q3: 19,688 shares 19,688 $2.68M 0.03% -442 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,162 shares; 2024Q4: 169,765 shares; 2025Q1: 100,413 shares; 2025Q2: 98,936 shares; 2025Q3: 83,437 shares 83,437 $2.64M 0.03% -15,499 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: 50,908 shares; 2024Q4: 51,724 shares; 2025Q1: 63,371 shares; 2025Q2: 57,287 shares; 2025Q3: 57,451 shares 57,451 $2.59M 0.03% +164 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,791 shares; 2024Q4: 52,550 shares; 2025Q1: 51,027 shares; 2025Q2: 50,888 shares; 2025Q3: 51,179 shares 51,179 $2.58M 0.03% +291 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,813 shares; 2024Q4: 87,448 shares; 2025Q1: 35,757 shares; 2025Q2: 33,529 shares; 2025Q3: 34,043 shares 34,043 $2.57M 0.03% +514 Timeline AOCT 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: 100,484 shares; 2025Q2: 98,884 shares; 2025Q3: 97,746 shares 97,746 $2.57M 0.03% -1,138 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,658 shares; 2024Q4: 26,683 shares; 2025Q1: 26,358 shares; 2025Q2: 29,214 shares; 2025Q3: 29,436 shares 29,436 $2.49M 0.03% +222 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 10,944 shares; 2025Q1: 11,841 shares; 2025Q2: 11,720 shares; 2025Q3: 9,443 shares 9,443 $2.45M 0.03% -2,277 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: 71,286 shares; 2024Q4: 103,634 shares; 2025Q1: 21,550 shares; 2025Q2: 20,607 shares; 2025Q3: 26,212 shares 26,212 $2.45M 0.03% +5,605 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,668 shares; 2024Q4: 123,894 shares; 2025Q1: 111,948 shares; 2025Q2: 102,103 shares; 2025Q3: 92,519 shares 92,519 $2.44M 0.03% -9,584 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,962 shares; 2024Q4: 19,601 shares; 2025Q1: 30,110 shares; 2025Q2: 29,591 shares; 2025Q3: 29,144 shares 29,144 $2.43M 0.03% -447 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: 257 shares; 2024Q4: 1,749 shares; 2025Q1: 3,821 shares; 2025Q2: 2,449 shares; 2025Q3: 2,538 shares 2,538 $2.42M 0.03% +89 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,154 shares; 2025Q2: 48,399 shares; 2025Q3: 49,561 shares 49,561 $2.41M 0.03% +1,162 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: 24,173 shares; 2024Q4: 24,642 shares; 2025Q1: 25,120 shares; 2025Q2: 24,926 shares; 2025Q3: 23,936 shares 23,936 $2.41M 0.03% -990 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: 62,589 shares; 2024Q4: 69,420 shares; 2025Q1: 72,895 shares; 2025Q2: 88,296 shares; 2025Q3: 31,832 shares 31,832 $2.4M 0.03% -56,464 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: 12,856 shares; 2024Q4: 11,533 shares; 2025Q1: 12,009 shares; 2025Q2: 10,523 shares; 2025Q3: 10,145 shares 10,145 $2.39M 0.03% -378 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: 9,746 shares; 2024Q4: 13,228 shares; 2025Q1: 23,753 shares; 2025Q2: 24,210 shares; 2025Q3: 24,992 shares 24,992 $2.36M 0.03% +782 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: 10,781 shares; 2024Q4: 14,975 shares; 2025Q1: 25,610 shares; 2025Q2: 25,565 shares; 2025Q3: 26,555 shares 26,555 $2.35M 0.03% +990 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,218 shares; 2025Q2: 31,394 shares; 2025Q3: 20,368 shares 20,368 $2.34M 0.03% -11,026 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 17,619 shares; 2025Q2: 15,946 shares; 2025Q3: 17,438 shares 17,438 $2.33M 0.03% +1,492 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: 10,549 shares; 2024Q4: 14,245 shares; 2025Q1: 25,121 shares; 2025Q2: 25,431 shares; 2025Q3: 25,417 shares 25,417 $2.33M 0.03% -14 Timeline SUSL 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: 22,467 shares; 2024Q4: 22,546 shares; 2025Q1: 19,640 shares; 2025Q2: 18,312 shares; 2025Q3: 19,542 shares 19,542 $2.29M 0.03% +1,230 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 18,826 shares; 2025Q1: 22,705 shares; 2025Q2: 21,780 shares; 2025Q3: 23,942 shares 23,942 $2.28M 0.03% +2,162 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 26,957 shares; 2025Q1: 26,967 shares; 2025Q2: 26,997 shares; 2025Q3: 26,967 shares 26,967 $2.24M 0.03% -30 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,638 shares; 2024Q4: 101,454 shares; 2025Q1: 58,476 shares; 2025Q2: 62,200 shares; 2025Q3: 19,493 shares 19,493 $2.22M 0.03% -42,707 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: 2,857 shares; 2024Q4: 3,027 shares; 2025Q1: 16,643 shares; 2025Q2: 16,857 shares; 2025Q3: 17,480 shares 17,480 $2.22M 0.03% +623 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: 4,798 shares; 2025Q2: 4,931 shares; 2025Q3: 5,280 shares 5,280 $2.21M 0.03% +349 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,188 shares; 2025Q1: 12,254 shares; 2025Q2: 13,766 shares; 2025Q3: 45,775 shares 45,775 $2.21M 0.03% +32,009 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,863 shares; 2024Q4: 46,441 shares; 2025Q1: 26,262 shares; 2025Q2: 26,565 shares; 2025Q3: 25,210 shares 25,210 $2.2M 0.03% -1,355 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,233 shares; 2025Q1: 10,086 shares; 2025Q2: 10,047 shares; 2025Q3: 9,949 shares 9,949 $2.17M 0.03% -98 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 10,091 shares; 2025Q1: 9,981 shares; 2025Q2: 10,920 shares; 2025Q3: 10,524 shares 10,524 $2.14M 0.03% -396 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: 17,977 shares; 2024Q4: 20,026 shares; 2025Q1: 20,263 shares; 2025Q2: 22,772 shares; 2025Q3: 22,365 shares 22,365 $2.13M 0.03% -407 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,460 shares; 2024Q4: 40,029 shares; 2025Q1: 35,308 shares; 2025Q2: 35,758 shares; 2025Q3: 30,988 shares 30,988 $2.12M 0.03% -4,770 Timeline ESGD 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: 22,727 shares; 2024Q4: 23,960 shares; 2025Q1: 22,453 shares; 2025Q2: 21,057 shares; 2025Q3: 22,678 shares 22,678 $2.11M 0.03% +1,621 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: 6,439 shares; 2024Q4: 10,498 shares; 2025Q1: 10,769 shares; 2025Q2: 9,775 shares; 2025Q3: 9,769 shares 9,769 $2.1M 0.03% -6 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: 15,908 shares; 2024Q4: 14,813 shares; 2025Q1: 17,024 shares; 2025Q2: 18,273 shares; 2025Q3: 18,766 shares 18,766 $2.1M 0.03% +493 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,039 shares; 2024Q4: 82,389 shares; 2025Q1: 79,553 shares; 2025Q2: 75,265 shares; 2025Q3: 82,647 shares 82,647 $2.09M 0.02% +7,382 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,790 shares; 2024Q4: 114,652 shares; 2025Q1: 118,324 shares; 2025Q2: 113,387 shares; 2025Q3: 87,229 shares 87,229 $2.09M 0.02% -26,158 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,174 shares; 2025Q3: 81,729 shares 81,729 $2.08M 0.02% -21,445 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: 27,274 shares; 2025Q3: 38,119 shares 38,119 $2.07M 0.02% +10,845 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,734 shares; 2024Q4: 25,201 shares; 2025Q1: 14,942 shares; 2025Q2: 17,273 shares; 2025Q3: 17,072 shares 17,072 $2.06M 0.02% -201 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 30,148 shares; 2025Q1: 34,492 shares; 2025Q2: 42,297 shares; 2025Q3: 33,845 shares 33,845 $2.03M 0.02% -8,452 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,952 shares; 2025Q2: 33,477 shares; 2025Q3: 43,663 shares 43,663 $2.03M 0.02% +10,186 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: not reported; 2024Q4: 2,669 shares; 2025Q1: 3,488 shares; 2025Q2: 8,858 shares; 2025Q3: 15,191 shares 15,191 $2.02M 0.02% +6,333 Timeline BFRZ 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: 76,251 shares 76,251 $2.02M 0.02% new 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: 103 shares; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 1,349 shares 1,349 $2.02M 0.02% +1,150 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,439 shares; 2024Q4: 24,488 shares; 2025Q1: 22,892 shares; 2025Q2: 22,833 shares; 2025Q3: 22,867 shares 22,867 $2.02M 0.02% +34 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,278 shares; 2024Q4: 79,170 shares; 2025Q1: 76,719 shares; 2025Q2: 68,520 shares; 2025Q3: 53,334 shares 53,334 $2.01M 0.02% -15,186 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,182 shares; 2024Q4: 108,837 shares; 2025Q1: 119,468 shares; 2025Q2: 131,416 shares; 2025Q3: 24,092 shares 24,092 $2.01M 0.02% -107,324 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,626 shares; 2024Q4: 14,611 shares; 2025Q1: 13,724 shares; 2025Q2: 9,120 shares; 2025Q3: 11,420 shares 11,420 $1.99M 0.02% +2,300 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: 20,645 shares; 2024Q4: 20,660 shares; 2025Q1: 21,246 shares; 2025Q2: 9,489 shares; 2025Q3: 9,307 shares 9,307 $1.99M 0.02% -182 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,963 shares 36,963 $1.98M 0.02% new Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,720 shares; 2024Q4: 52,720 shares; 2025Q1: 52,720 shares; 2025Q2: 52,720 shares; 2025Q3: 52,720 shares 52,720 $1.98M 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,978 shares; 2024Q4: 18,833 shares; 2025Q1: 14,069 shares; 2025Q2: 15,018 shares; 2025Q3: 15,100 shares 15,100 $1.98M 0.02% +82 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 7,060 shares; 2025Q1: 7,718 shares; 2025Q2: 14,640 shares; 2025Q3: 15,733 shares 15,733 $1.98M 0.02% +1,093 Timeline BLOK 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: 17,303 shares; 2024Q4: 21,457 shares; 2025Q1: 23,962 shares; 2025Q2: 23,652 shares; 2025Q3: 29,532 shares 29,532 $1.98M 0.02% +5,880 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 28,795 shares; 2025Q1: 29,071 shares; 2025Q2: 26,866 shares; 2025Q3: 25,927 shares 25,927 $1.97M 0.02% -939 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,382 shares; 2024Q4: 31,101 shares; 2025Q1: 33,304 shares; 2025Q2: 39,246 shares; 2025Q3: 42,648 shares 42,648 $1.95M 0.02% +3,402 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 5,628 shares; 2025Q1: 5,601 shares; 2025Q2: 5,325 shares; 2025Q3: 4,501 shares 4,501 $1.94M 0.02% -824 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: 42,734 shares; 2024Q4: 70,521 shares; 2025Q1: 64,987 shares; 2025Q2: 35,468 shares; 2025Q3: 24,719 shares 24,719 $1.94M 0.02% -10,749 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,636 shares 19,636 $1.94M 0.02% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,169 shares; 2024Q4: 79,217 shares; 2025Q1: 77,088 shares; 2025Q2: 73,372 shares; 2025Q3: 81,450 shares 81,450 $1.92M 0.02% +8,078 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,900 shares; 2024Q4: 38,998 shares; 2025Q1: 37,906 shares; 2025Q2: 36,411 shares; 2025Q3: 39,948 shares 39,948 $1.92M 0.02% +3,537 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,988 shares; 2024Q4: 13,610 shares; 2025Q1: 12,451 shares; 2025Q2: 11,978 shares; 2025Q3: 12,263 shares 12,263 $1.9M 0.02% +285 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: 91,675 shares; 2024Q4: 84,818 shares; 2025Q1: 43,889 shares; 2025Q2: 31,218 shares; 2025Q3: 32,914 shares 32,914 $1.89M 0.02% +1,696 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,113 shares; 2024Q4: 13,001 shares; 2025Q1: 12,166 shares; 2025Q2: 12,035 shares; 2025Q3: 13,074 shares 13,074 $1.89M 0.02% +1,039 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,142 shares; 2024Q4: 47,360 shares; 2025Q1: 47,412 shares; 2025Q2: 63,220 shares; 2025Q3: 62,514 shares 62,514 $1.88M 0.02% -706 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,530 shares; 2025Q1: 43,552 shares; 2025Q2: 62,875 shares; 2025Q3: 72,309 shares 72,309 $1.87M 0.02% +9,434 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: 2,203 shares; 2024Q4: 16,142 shares; 2025Q1: 16,808 shares; 2025Q2: 20,159 shares; 2025Q3: 18,934 shares 18,934 $1.86M 0.02% -1,225 Timeline DDTL 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: 89,311 shares 89,311 $1.83M 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 19,414 shares; 2025Q1: 19,304 shares; 2025Q2: 89,497 shares; 2025Q3: 74,182 shares 74,182 $1.82M 0.02% -15,315 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,004 shares; 2025Q1: 57,903 shares; 2025Q2: 74,414 shares; 2025Q3: 71,730 shares 71,730 $1.81M 0.02% -2,684 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 19,901 shares; 2025Q1: 18,494 shares; 2025Q2: 15,324 shares; 2025Q3: 19,967 shares 19,967 $1.81M 0.02% +4,643 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 125,855 shares; 2025Q2: 132,192 shares; 2025Q3: 140,643 shares 140,643 $1.8M 0.02% +8,451 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,443 shares; 2025Q1: 4,356 shares; 2025Q2: 4,312 shares; 2025Q3: 3,883 shares 3,883 $1.78M 0.02% -429 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: 5,546 shares; 2024Q4: 5,509 shares; 2025Q1: 5,338 shares; 2025Q2: 5,450 shares; 2025Q3: 5,101 shares 5,101 $1.77M 0.02% -349 Timeline IGSB 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: 34,214 shares; 2024Q4: 33,809 shares; 2025Q1: 33,112 shares; 2025Q2: 32,939 shares; 2025Q3: 33,167 shares 33,167 $1.76M 0.02% +228 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: not reported; 2025Q1: 31,559 shares; 2025Q2: 31,423 shares; 2025Q3: 34,643 shares 34,643 $1.75M 0.02% +3,220 Timeline EFA 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: 6,277 shares; 2024Q4: 6,123 shares; 2025Q1: 6,352 shares; 2025Q2: 188,512 shares; 2025Q3: 18,771 shares 18,771 $1.75M 0.02% -169,741 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 8,470 shares; 2025Q1: 9,069 shares; 2025Q2: 9,997 shares; 2025Q3: 12,602 shares 12,602 $1.75M 0.02% +2,605 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: 34,133 shares; 2024Q4: 37,029 shares; 2025Q1: 62,769 shares; 2025Q2: 67,021 shares; 2025Q3: 75,925 shares 75,925 $1.74M 0.02% +8,904 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: 983 shares; 2024Q4: 917 shares; 2025Q1: 1,020 shares; 2025Q2: 5,604 shares; 2025Q3: 4,853 shares 4,853 $1.73M 0.02% -751 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,304 shares; 2024Q4: 88,091 shares; 2025Q1: 80,745 shares; 2025Q2: 80,176 shares; 2025Q3: 74,755 shares 74,755 $1.73M 0.02% -5,421 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,896 shares; 2024Q4: 22,631 shares; 2025Q1: 28,332 shares; 2025Q2: 39,964 shares; 2025Q3: 38,561 shares 38,561 $1.72M 0.02% -1,403 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,148 shares; 2024Q4: 15,887 shares; 2025Q1: 14,699 shares; 2025Q2: 14,466 shares; 2025Q3: 12,971 shares 12,971 $1.71M 0.02% -1,495 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 16,177 shares; 2025Q3: 48,533 shares 48,533 $1.71M 0.02% +32,356 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,236 shares; 2025Q2: 62,082 shares; 2025Q3: 61,521 shares 61,521 $1.71M 0.02% -561 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: not reported; 2024Q4: not reported; 2025Q1: 13,221 shares; 2025Q2: 12,410 shares; 2025Q3: 11,835 shares 11,835 $1.69M 0.02% -575 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: 7,094 shares; 2024Q4: 8,122 shares; 2025Q1: 7,356 shares; 2025Q2: 8,774 shares; 2025Q3: 8,930 shares 8,930 $1.69M 0.02% +156 Timeline GAUG 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: 16,841 shares; 2024Q4: 34,160 shares; 2025Q1: 33,702 shares; 2025Q2: 43,362 shares; 2025Q3: 43,358 shares 43,358 $1.67M 0.02% -4 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 19,758 shares; 2025Q1: 28,412 shares; 2025Q2: 28,524 shares; 2025Q3: 26,351 shares 26,351 $1.67M 0.02% -2,173 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: 20,248 shares; 2024Q4: 7,834 shares; 2025Q1: 32,885 shares; 2025Q2: 525,039 shares; 2025Q3: 32,069 shares 32,069 $1.65M 0.02% -492,970 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 8,928 shares; 2025Q1: 36,529 shares; 2025Q2: 32,722 shares; 2025Q3: 51,073 shares 51,073 $1.65M 0.02% +18,351 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,640 shares; 2024Q4: 14,191 shares; 2025Q1: 13,335 shares; 2025Q2: 13,280 shares; 2025Q3: 14,774 shares 14,774 $1.65M 0.02% +1,494 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,742 shares; 2024Q4: 14,876 shares; 2025Q1: 13,040 shares; 2025Q2: 12,935 shares; 2025Q3: 14,730 shares 14,730 $1.64M 0.02% +1,795 Timeline ESGE 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: 31,154 shares; 2024Q4: 30,947 shares; 2025Q1: 31,121 shares; 2025Q2: 32,110 shares; 2025Q3: 37,130 shares 37,130 $1.61M 0.02% +5,020 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,313 shares; 2024Q4: 50,058 shares; 2025Q1: 1,686,095 shares; 2025Q2: 1,732,839 shares; 2025Q3: 44,983 shares 44,983 $1.61M 0.02% -1,687,856 2026-09-30, 13G/A Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 895 shares; 2025Q1: 1,108 shares; 2025Q2: 1,234 shares; 2025Q3: 2,227 shares 2,227 $1.6M 0.02% +993 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 10,357 shares; 2025Q1: 11,080 shares; 2025Q2: 11,005 shares; 2025Q3: 8,061 shares 8,061 $1.6M 0.02% -2,944 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,548 shares; 2024Q4: 25,070 shares; 2025Q1: 23,479 shares; 2025Q2: 23,543 shares; 2025Q3: 23,167 shares 23,167 $1.58M 0.02% -376 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,199 shares; 2024Q4: 26,427 shares; 2025Q1: 27,034 shares; 2025Q2: 26,619 shares; 2025Q3: 25,884 shares 25,884 $1.56M 0.02% -735 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,905 shares; 2025Q1: 12,127 shares; 2025Q2: 11,487 shares; 2025Q3: 12,107 shares 12,107 $1.55M 0.02% +620 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 3,397 shares; 2025Q1: 2,730 shares; 2025Q2: 4,852 shares; 2025Q3: 4,841 shares 4,841 $1.55M 0.02% -11 Timeline