MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,294 shares; 2024Q4: 23,161 shares; 2025Q1: 34,794 shares; 2025Q2: 33,350 shares; 2025Q3: 30,982 shares 30,982 $1.55M 0.02% -2,368 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,855 shares; 2025Q1: 12,714 shares; 2025Q2: 24,851 shares; 2025Q3: 16,222 shares 16,222 $1.53M 0.02% -8,629 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 16,101 shares; 2025Q1: 16,709 shares; 2025Q2: 18,378 shares; 2025Q3: 18,624 shares 18,624 $1.53M 0.02% +246 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,887 shares; 2024Q4: 20,358 shares; 2025Q1: 27,399 shares; 2025Q2: 27,011 shares; 2025Q3: 32,059 shares 32,059 $1.52M 0.02% +5,048 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,730 shares; 2024Q4: 34,563 shares; 2025Q1: 8,413 shares; 2025Q2: 6,592 shares; 2025Q3: 5,634 shares 5,634 $1.52M 0.02% -958 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 2,671 shares; 2025Q1: 3,062 shares; 2025Q2: 15,551 shares; 2025Q3: 15,160 shares 15,160 $1.52M 0.02% -391 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,398 shares; 2024Q4: 45,096 shares; 2025Q1: 66,740 shares; 2025Q2: 62,505 shares; 2025Q3: 59,878 shares 59,878 $1.5M 0.02% -2,627 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,910 shares; 2024Q4: 31,043 shares; 2025Q1: 28,930 shares; 2025Q2: 16,743 shares; 2025Q3: 56,469 shares 56,469 $1.49M 0.02% +39,726 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,214 shares; 2024Q4: 62,385 shares; 2025Q1: 9,070 shares; 2025Q2: 10,687 shares; 2025Q3: 7,747 shares 7,747 $1.49M 0.02% -2,940 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,457 shares; 2024Q4: 31,701 shares; 2025Q1: 33,590 shares; 2025Q2: 33,217 shares; 2025Q3: 34,468 shares 34,468 $1.49M 0.02% +1,251 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,075 shares; 2024Q4: 44,089 shares; 2025Q1: 50,763 shares; 2025Q2: 49,663 shares; 2025Q3: 44,323 shares 44,323 $1.49M 0.02% -5,340 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,492 shares; 2024Q4: 13,797 shares; 2025Q1: 484,754 shares; 2025Q2: 512,656 shares; 2025Q3: 27,970 shares 27,970 $1.48M 0.02% -484,686 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,208 shares; 2025Q3: 36,488 shares 36,488 $1.48M 0.02% -720 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 3,995 shares; 2025Q1: 3,716 shares; 2025Q2: 3,471 shares; 2025Q3: 3,465 shares 3,465 $1.48M 0.02% -6 Timeline JPST 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: 23,564 shares; 2024Q4: 26,714 shares; 2025Q1: 17,534 shares; 2025Q2: 30,110 shares; 2025Q3: 28,984 shares 28,984 $1.47M 0.02% -1,126 Timeline APRJ 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: 74,069 shares; 2024Q4: 70,354 shares; 2025Q1: 64,805 shares; 2025Q2: 67,570 shares; 2025Q3: 59,475 shares 59,475 $1.47M 0.02% -8,095 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 8,879 shares; 2025Q1: 7,363 shares; 2025Q2: 7,608 shares; 2025Q3: 7,498 shares 7,498 $1.44M 0.02% -110 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,766 shares 54,766 $1.44M 0.02% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 10,693 shares; 2025Q1: 11,829 shares; 2025Q2: 12,154 shares; 2025Q3: 17,946 shares 17,946 $1.43M 0.02% +5,792 Timeline JULH 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: 70,115 shares; 2024Q4: 64,351 shares; 2025Q1: 53,241 shares; 2025Q2: 49,958 shares; 2025Q3: 57,137 shares 57,137 $1.43M 0.02% +7,179 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,722 shares; 2024Q4: 35,139 shares; 2025Q1: 34,973 shares; 2025Q2: 28,470 shares; 2025Q3: 26,657 shares 26,657 $1.41M 0.02% -1,813 Timeline OCTJ 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: 57,059 shares; 2024Q4: 62,909 shares; 2025Q1: 61,925 shares; 2025Q2: 62,339 shares; 2025Q3: 59,091 shares 59,091 $1.41M 0.02% -3,248 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,986 shares; 2025Q2: 34,060 shares; 2025Q3: 35,884 shares 35,884 $1.41M 0.02% +1,824 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,804 shares; 2024Q4: 29,531 shares; 2025Q1: 39,829 shares; 2025Q2: 39,791 shares; 2025Q3: 29,531 shares 29,531 $1.4M 0.02% -10,260 Timeline QQH 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: 19,275 shares; 2024Q4: 19,246 shares; 2025Q1: 19,408 shares; 2025Q2: 18,958 shares; 2025Q3: 18,345 shares 18,345 $1.4M 0.02% -613 Timeline ARKG 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: 66,484 shares; 2024Q4: 58,467 shares; 2025Q1: 55,306 shares; 2025Q2: 52,678 shares; 2025Q3: 50,289 shares 50,289 $1.4M 0.02% -2,389 Timeline OCTH 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: 60,401 shares; 2024Q4: 58,584 shares; 2025Q1: 57,439 shares; 2025Q2: 62,005 shares; 2025Q3: 58,066 shares 58,066 $1.4M 0.02% -3,939 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 9,125 shares; 2025Q1: 9,196 shares; 2025Q2: 7,758 shares; 2025Q3: 8,824 shares 8,824 $1.39M 0.02% +1,066 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,093 shares; 2024Q4: 129,791 shares; 2025Q1: 14,306 shares; 2025Q2: 11,718 shares; 2025Q3: 12,642 shares 12,642 $1.38M 0.02% +924 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 17,413 shares; 2025Q1: 19,669 shares; 2025Q2: 18,835 shares; 2025Q3: 22,139 shares 22,139 $1.38M 0.02% +3,304 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 22,357 shares; 2025Q1: 23,013 shares; 2025Q2: 24,585 shares; 2025Q3: 51,977 shares 51,977 $1.38M 0.02% +27,392 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 3,214 shares; 2025Q1: 3,680 shares; 2025Q2: 14,557 shares; 2025Q3: 6,301 shares 6,301 $1.34M 0.02% -8,256 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,854 shares; 2024Q4: 212,982 shares; 2025Q1: 35,371 shares; 2025Q2: 37,959 shares; 2025Q3: 42,464 shares 42,464 $1.33M 0.02% +4,505 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,368 shares 48,368 $1.33M 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,380 shares; 2024Q4: 19,797 shares; 2025Q1: 21,408 shares; 2025Q2: 19,312 shares; 2025Q3: 19,671 shares 19,671 $1.33M 0.02% +359 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 14,785 shares; 2025Q1: 14,189 shares; 2025Q2: 22,037 shares; 2025Q3: 23,853 shares 23,853 $1.32M 0.02% +1,816 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 15,394 shares; 2025Q1: 16,041 shares; 2025Q2: 15,223 shares; 2025Q3: 6,579 shares 6,579 $1.32M 0.02% -8,644 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,278 shares; 2024Q4: 32,371 shares; 2025Q1: 26,780 shares; 2025Q2: 28,357 shares; 2025Q3: 29,687 shares 29,687 $1.32M 0.02% +1,330 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,102 shares; 2025Q3: 1,124 shares 1,124 $1.31M 0.02% +22 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,334 shares; 2024Q4: 15,823 shares; 2025Q1: 16,084 shares; 2025Q2: 17,451 shares; 2025Q3: 19,512 shares 19,512 $1.31M 0.02% +2,061 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 12,014 shares; 2025Q1: 11,273 shares; 2025Q2: 9,607 shares; 2025Q3: 9,172 shares 9,172 $1.3M 0.02% -435 Timeline DOCT 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: 29,547 shares; 2024Q4: 29,040 shares; 2025Q1: 29,040 shares; 2025Q2: 30,010 shares; 2025Q3: 30,010 shares 30,010 $1.3M 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,352 shares; 2025Q1: 1,345 shares; 2025Q2: 2,160 shares; 2025Q3: 4,590 shares 4,590 $1.3M 0.02% +2,430 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,495 shares; 2024Q4: 33,195 shares; 2025Q1: 32,887 shares; 2025Q2: 34,193 shares; 2025Q3: 33,019 shares 33,019 $1.3M 0.02% -1,174 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 13,310 shares; 2025Q1: 13,240 shares; 2025Q2: 14,871 shares; 2025Q3: 14,749 shares 14,749 $1.29M 0.02% -122 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 11,928 shares; 2025Q1: 5,624 shares; 2025Q2: 4,785 shares; 2025Q3: 4,761 shares 4,761 $1.29M 0.02% -24 Timeline HYTI 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: 57,655 shares; 2025Q2: 62,348 shares; 2025Q3: 63,986 shares 63,986 $1.28M 0.02% +1,638 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,194 shares; 2025Q1: 3,146 shares; 2025Q2: 3,537 shares; 2025Q3: 3,496 shares 3,496 $1.28M 0.02% -41 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,242 shares; 2025Q1: 5,042 shares; 2025Q2: 7,494 shares; 2025Q3: 11,411 shares 11,411 $1.28M 0.02% +3,917 Timeline VSEC VSE CORP More: the full row for VSE 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: 8,507 shares; 2025Q2: 8,507 shares; 2025Q3: 7,567 shares 7,567 $1.26M 0.02% -940 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 8,526 shares; 2025Q1: 9,175 shares; 2025Q2: 9,126 shares; 2025Q3: 9,280 shares 9,280 $1.25M 0.01% +154 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,007 shares; 2024Q4: 99,820 shares; 2025Q1: 101,582 shares; 2025Q2: 98,655 shares; 2025Q3: 97,589 shares 97,589 $1.25M 0.01% -1,066 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,237 shares; 2024Q4: 24,333 shares; 2025Q1: 24,652 shares; 2025Q2: 31,321 shares; 2025Q3: 35,092 shares 35,092 $1.24M 0.01% +3,771 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,325 shares; 2025Q2: 14,129 shares; 2025Q3: 23,717 shares 23,717 $1.24M 0.01% +9,588 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 8,198 shares; 2025Q1: 4,864 shares; 2025Q2: 9,294 shares; 2025Q3: 8,853 shares 8,853 $1.24M 0.01% -441 Timeline XDSQ 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: 30,931 shares; 2024Q4: 30,721 shares; 2025Q1: 22,341 shares; 2025Q2: 25,403 shares; 2025Q3: 30,923 shares 30,923 $1.23M 0.01% +5,520 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,230 shares; 2024Q4: 30,033 shares; 2025Q1: 54,857 shares; 2025Q2: 54,291 shares; 2025Q3: 54,619 shares 54,619 $1.23M 0.01% +328 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,641 shares; 2024Q4: 20,347 shares; 2025Q1: 20,418 shares; 2025Q2: 21,760 shares; 2025Q3: 21,572 shares 21,572 $1.23M 0.01% -188 Timeline SCHF 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: 23,834 shares; 2024Q4: 41,703 shares; 2025Q1: 44,869 shares; 2025Q2: 43,285 shares; 2025Q3: 52,589 shares 52,589 $1.22M 0.01% +9,304 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,845 shares; 2024Q4: 77,674 shares; 2025Q1: 77,175 shares; 2025Q2: 71,921 shares; 2025Q3: 66,929 shares 66,929 $1.22M 0.01% -4,992 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 933 shares; 2025Q1: 747 shares; 2025Q2: 643 shares; 2025Q3: 2,457 shares 2,457 $1.21M 0.01% +1,814 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,392 shares; 2024Q4: 144,952 shares; 2025Q1: 14,706 shares; 2025Q2: 14,084 shares; 2025Q3: 14,767 shares 14,767 $1.21M 0.01% +683 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,145 shares; 2024Q4: 13,038 shares; 2025Q1: 11,551 shares; 2025Q2: 16,333 shares; 2025Q3: 6,071 shares 6,071 $1.21M 0.01% -10,262 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 4,506 shares; 2025Q1: 2,962 shares; 2025Q2: 3,681 shares; 2025Q3: 3,711 shares 3,711 $1.2M 0.01% +30 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,571 shares; 2024Q4: 30,030 shares; 2025Q1: 29,646 shares; 2025Q2: 33,573 shares; 2025Q3: 33,532 shares 33,532 $1.2M 0.01% -41 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 8,059 shares; 2025Q1: 9,080 shares; 2025Q2: 8,835 shares; 2025Q3: 10,498 shares 10,498 $1.2M 0.01% +1,663 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,354 shares; 2024Q4: 50,600 shares; 2025Q1: 45,926 shares; 2025Q2: 42,337 shares; 2025Q3: 46,011 shares 46,011 $1.19M 0.01% +3,674 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,878 shares; 2025Q3: 29,252 shares 29,252 $1.18M 0.01% -626 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,688 shares; 2025Q1: 4,578 shares; 2025Q2: 4,765 shares; 2025Q3: 4,492 shares 4,492 $1.17M 0.01% -273 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,411 shares; 2025Q1: 1,302 shares; 2025Q2: 1,646 shares; 2025Q3: 1,671 shares 1,671 $1.17M 0.01% +25 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,250 shares; 2025Q2: 35,756 shares; 2025Q3: 41,567 shares 41,567 $1.16M 0.01% +5,811 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,020 shares; 2024Q4: 10,992 shares; 2025Q1: 12,673 shares; 2025Q2: 10,331 shares; 2025Q3: 9,725 shares 9,725 $1.16M 0.01% -606 Timeline XDQQ 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: 30,957 shares; 2024Q4: 30,603 shares; 2025Q1: 21,424 shares; 2025Q2: 24,898 shares; 2025Q3: 30,709 shares 30,709 $1.16M 0.01% +5,811 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 16,083 shares; 2025Q1: 22,242 shares; 2025Q2: 23,780 shares; 2025Q3: 23,528 shares 23,528 $1.16M 0.01% -252 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 8,053 shares; 2025Q1: 8,796 shares; 2025Q2: 14,299 shares; 2025Q3: 14,410 shares 14,410 $1.16M 0.01% +111 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 155 shares; 2025Q1: 158 shares; 2025Q2: 232 shares; 2025Q3: 212 shares 212 $1.15M 0.01% -20 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,306 shares; 2024Q4: 8,822 shares; 2025Q1: 8,987 shares; 2025Q2: 9,507 shares; 2025Q3: 8,883 shares 8,883 $1.15M 0.01% -624 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 3,801 shares; 2025Q1: 4,511 shares; 2025Q2: 4,002 shares; 2025Q3: 3,997 shares 3,997 $1.12M 0.01% -5 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,016 shares; 2024Q4: 41,691 shares; 2025Q1: 37,415 shares; 2025Q2: 33,749 shares; 2025Q3: 32,364 shares 32,364 $1.11M 0.01% -1,385 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 2,993 shares; 2025Q1: 2,995 shares; 2025Q2: 3,376 shares; 2025Q3: 3,698 shares 3,698 $1.11M 0.01% +322 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 3,995 shares; 2025Q1: 3,904 shares; 2025Q2: 3,545 shares; 2025Q3: 3,533 shares 3,533 $1.1M 0.01% -12 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS 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: 17,856 shares 17,856 $1.1M 0.01% new Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,933 shares; 2024Q4: 30,765 shares; 2025Q1: 27,727 shares; 2025Q2: 32,036 shares; 2025Q3: 30,703 shares 30,703 $1.1M 0.01% -1,333 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 3,318 shares; 2025Q1: 4,274 shares; 2025Q2: 4,573 shares; 2025Q3: 5,246 shares 5,246 $1.1M 0.01% +673 Timeline VGLT 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: 265,260 shares; 2024Q4: 59,807 shares; 2025Q1: 37,586 shares; 2025Q2: 31,086 shares; 2025Q3: 19,303 shares 19,303 $1.1M 0.01% -11,783 Timeline XBJL 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: 29,281 shares 29,281 $1.1M 0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,387 shares; 2024Q4: 29,387 shares; 2025Q1: 29,463 shares; 2025Q2: 29,367 shares; 2025Q3: 29,367 shares 29,367 $1.09M 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 8,072 shares; 2025Q1: 5,988 shares; 2025Q2: 5,688 shares; 2025Q3: 6,394 shares 6,394 $1.09M 0.01% +706 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,569 shares; 2025Q3: 22,030 shares 22,030 $1.09M 0.01% -4,539 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,430 shares; 2025Q2: 15,682 shares; 2025Q3: 16,313 shares 16,313 $1.07M 0.01% +631 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,173 shares; 2024Q4: 12,248 shares; 2025Q1: 14,551 shares; 2025Q2: 14,760 shares; 2025Q3: 14,179 shares 14,179 $1.06M 0.01% -581 Timeline DUHP 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: 6,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,943 shares; 2025Q3: 27,905 shares 27,905 $1.05M 0.01% +6,962 Timeline SHOC 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: 8,674 shares; 2024Q4: 9,946 shares; 2025Q1: 14,648 shares; 2025Q2: 17,684 shares; 2025Q3: 16,870 shares 16,870 $1.05M 0.01% -814 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,538 shares; 2024Q4: 47,597 shares; 2025Q1: 28,300 shares; 2025Q2: 27,393 shares; 2025Q3: 26,119 shares 26,119 $1.05M 0.01% -1,274 Timeline TIPX 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: 30,418 shares; 2024Q4: 32,276 shares; 2025Q1: 56,750 shares; 2025Q2: 57,134 shares; 2025Q3: 54,355 shares 54,355 $1.05M 0.01% -2,779 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,072 shares; 2024Q4: 15,883 shares; 2025Q1: 15,683 shares; 2025Q2: 15,603 shares; 2025Q3: 15,543 shares 15,543 $1.04M 0.01% -60 Timeline ESML 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: 22,841 shares; 2024Q4: 23,601 shares; 2025Q1: 22,184 shares; 2025Q2: 21,040 shares; 2025Q3: 22,881 shares 22,881 $1.03M 0.01% +1,841 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,865 shares; 2024Q4: 23,859 shares; 2025Q1: 24,787 shares; 2025Q2: 31,979 shares; 2025Q3: 32,558 shares 32,558 $1.03M 0.01% +579 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,872 shares; 2024Q4: 10,824 shares; 2025Q1: 10,489 shares; 2025Q2: 9,787 shares; 2025Q3: 9,276 shares 9,276 $1.02M 0.01% -511 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 7,855 shares; 2025Q1: 7,351 shares; 2025Q2: 8,574 shares; 2025Q3: 9,019 shares 9,019 $1.02M 0.01% +445 Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,058 shares; 2024Q4: 42,382 shares; 2025Q1: 40,597 shares; 2025Q2: 42,899 shares; 2025Q3: 41,220 shares 41,220 $1.02M 0.01% -1,679 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 35,738 shares; 2025Q1: 40,629 shares; 2025Q2: 42,281 shares; 2025Q3: 43,024 shares 43,024 $1.02M 0.01% +743 Timeline VEU 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: 5,292 shares; 2024Q4: 5,297 shares; 2025Q1: 5,260 shares; 2025Q2: 6,217 shares; 2025Q3: 14,261 shares 14,261 $1.02M 0.01% +8,044 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,433 shares; 2025Q3: 18,348 shares 18,348 $1.02M 0.01% +2,915 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,346 shares; 2024Q4: 8,644 shares; 2025Q1: 3,378 shares; 2025Q2: 2,960 shares; 2025Q3: 4,571 shares 4,571 $1.02M 0.01% +1,611 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,581 shares; 2025Q1: 4,480 shares; 2025Q2: 12,248 shares; 2025Q3: 12,036 shares 12,036 $1.01M 0.01% -212 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 10,268 shares; 2025Q1: 10,422 shares; 2025Q2: 13,146 shares; 2025Q3: 13,371 shares 13,371 $1.01M 0.01% +225 Timeline BSTP 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: 241,163 shares; 2024Q4: 240,310 shares; 2025Q1: 251,319 shares; 2025Q2: 28,161 shares; 2025Q3: 27,715 shares 27,715 $1.01M 0.01% -446 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,681 shares; 2024Q4: 13,910 shares; 2025Q1: 28,176 shares; 2025Q2: 29,347 shares; 2025Q3: 31,737 shares 31,737 $993K 0.01% +2,390 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,973 shares 5,973 $992K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 10,602 shares; 2025Q1: 9,995 shares; 2025Q2: 11,242 shares; 2025Q3: 13,449 shares 13,449 $986K 0.01% +2,207 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,477 shares; 2025Q3: 4,997 shares 4,997 $981K 0.01% +1,520 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,804 shares; 2025Q1: 3,717 shares; 2025Q2: 3,659 shares; 2025Q3: 3,737 shares 3,737 $973K 0.01% +78 Timeline FFTY 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: 25,967 shares 25,967 $970K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,239 shares; 2024Q4: 17,562 shares; 2025Q1: 17,885 shares; 2025Q2: 19,603 shares; 2025Q3: 16,134 shares 16,134 $969K 0.01% -3,469 Timeline JULJ 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: 52,553 shares; 2024Q4: 53,399 shares; 2025Q1: 46,217 shares; 2025Q2: 44,172 shares; 2025Q3: 38,551 shares 38,551 $963K 0.01% -5,621 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 11,187 shares; 2025Q1: 13,860 shares; 2025Q2: 13,847 shares; 2025Q3: 15,924 shares 15,924 $962K 0.01% +2,077 Timeline DFAT 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: 4,078 shares; 2024Q4: 4,150 shares; 2025Q1: 5,049 shares; 2025Q2: 4,435 shares; 2025Q3: 16,519 shares 16,519 $962K 0.01% +12,084 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,850 shares 15,850 $958K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 7,196 shares; 2025Q1: 7,222 shares; 2025Q2: 8,266 shares; 2025Q3: 8,227 shares 8,227 $954K 0.01% -39 Timeline ZDEK 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: 181,652 shares; 2025Q2: 39,947 shares; 2025Q3: 37,735 shares 37,735 $953K 0.01% -2,212 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 4,165 shares; 2025Q1: 4,017 shares; 2025Q2: 3,809 shares; 2025Q3: 3,788 shares 3,788 $953K 0.01% -21 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,717 shares; 2025Q3: 29,916 shares 29,916 $953K 0.01% +9,199 Timeline ZMAR 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: 22,512 shares; 2025Q2: 34,334 shares; 2025Q3: 34,933 shares 34,933 $946K 0.01% +599 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,575 shares; 2025Q1: 1,659 shares; 2025Q2: 2,051 shares; 2025Q3: 1,985 shares 1,985 $946K 0.01% -66 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,431 shares; 2025Q3: 28,837 shares 28,837 $946K 0.01% +11,406 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,456 shares; 2024Q4: 171,256 shares; 2025Q1: 10,416 shares; 2025Q2: 9,639 shares; 2025Q3: 10,104 shares 10,104 $942K 0.01% +465 Timeline ZFEB 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: 30,627 shares; 2025Q2: 42,574 shares; 2025Q3: 37,463 shares 37,463 $935K 0.01% -5,111 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 15,326 shares; 2025Q1: 14,623 shares; 2025Q2: 11,797 shares; 2025Q3: 11,633 shares 11,633 $933K 0.01% -164 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,923 shares 36,923 $929K 0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,254 shares; 2024Q4: 45,977 shares; 2025Q1: 38,581 shares; 2025Q2: 51,366 shares; 2025Q3: 18,290 shares 18,290 $928K 0.01% -33,076 Timeline DDTS 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: 44,028 shares 44,028 $921K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 8,581 shares; 2025Q1: 8,583 shares; 2025Q2: 9,227 shares; 2025Q3: 9,350 shares 9,350 $921K 0.01% +123 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 13,628 shares; 2025Q1: 12,638 shares; 2025Q2: 10,716 shares; 2025Q3: 10,335 shares 10,335 $919K 0.01% -381 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,890 shares; 2024Q4: 9,850 shares; 2025Q1: 11,321 shares; 2025Q2: 8,806 shares; 2025Q3: 9,099 shares 9,099 $910K 0.01% +293 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 8,034 shares; 2025Q1: 8,046 shares; 2025Q2: 14,820 shares; 2025Q3: 6,300 shares 6,300 $910K 0.01% -8,520 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,151 shares; 2025Q3: 16,272 shares 16,272 $904K 0.01% +3,121 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 14,062 shares; 2025Q1: 19,516 shares; 2025Q2: 20,408 shares; 2025Q3: 20,044 shares 20,044 $902K 0.01% -364 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 4,861 shares; 2025Q1: 5,102 shares; 2025Q2: 4,219 shares; 2025Q3: 4,349 shares 4,349 $900K 0.01% +130 Timeline FEZ 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: not reported; 2024Q4: not reported; 2025Q1: 418,436 shares; 2025Q2: 268,943 shares; 2025Q3: 14,452 shares 14,452 $898K 0.01% -254,491 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 3,094 shares; 2025Q1: 2,257 shares; 2025Q2: 2,496 shares; 2025Q3: 2,422 shares 2,422 $895K 0.01% -74 Timeline VFH 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: 6,633 shares; 2024Q4: 8,669 shares; 2025Q1: 8,002 shares; 2025Q2: 6,357 shares; 2025Q3: 6,718 shares 6,718 $882K 0.01% +361 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,581 shares; 2024Q4: 17,534 shares; 2025Q1: 17,725 shares; 2025Q2: 16,072 shares; 2025Q3: 15,429 shares 15,429 $876K 0.01% -643 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,595 shares; 2024Q4: 30,248 shares; 2025Q1: 16,788 shares; 2025Q2: 553,510 shares; 2025Q3: 18,580 shares 18,580 $872K 0.01% -534,930 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 5,849 shares; 2025Q1: 6,230 shares; 2025Q2: 6,197 shares; 2025Q3: 6,197 shares 6,197 $864K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 19,512 shares; 2025Q1: 66,021 shares; 2025Q2: 20,577 shares; 2025Q3: 21,776 shares 21,776 $863K 0.01% +1,199 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,630 shares; 2024Q4: 41,469 shares; 2025Q1: 42,667 shares; 2025Q2: 31,097 shares; 2025Q3: 30,132 shares 30,132 $862K 0.01% -965 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,136 shares; 2025Q1: 10,155 shares; 2025Q2: 10,146 shares; 2025Q3: 10,114 shares 10,114 $859K 0.01% -32 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares 932 $858K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 27,548 shares; 2025Q1: 31,836 shares; 2025Q2: 39,050 shares; 2025Q3: 41,971 shares 41,971 $857K 0.01% +2,921 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,652 shares; 2024Q4: 17,664 shares; 2025Q1: 20,587 shares; 2025Q2: 21,158 shares; 2025Q3: 25,527 shares 25,527 $852K 0.01% +4,369 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,844 shares; 2024Q4: 16,198 shares; 2025Q1: 18,801 shares; 2025Q2: 17,647 shares; 2025Q3: 16,287 shares 16,287 $848K 0.01% -1,360 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,939 shares; 2024Q4: 32,094 shares; 2025Q1: 27,859 shares; 2025Q2: 24,586 shares; 2025Q3: 22,844 shares 22,844 $848K 0.01% -1,742 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,698 shares; 2025Q1: 1,864 shares; 2025Q2: 2,461 shares; 2025Q3: 2,000 shares 2,000 $845K 0.01% -461 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 4,925 shares; 2025Q3: 19,962 shares 19,962 $839K 0.01% +15,037 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,896 shares; 2024Q4: 47,001 shares; 2025Q1: 23,504 shares; 2025Q2: 22,884 shares; 2025Q3: 27,864 shares 27,864 $839K 0.01% +4,980 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,162 shares; 2025Q2: 6,326 shares; 2025Q3: 6,759 shares 6,759 $836K 0.01% +433 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,278 shares; 2025Q1: 4,133 shares; 2025Q2: 4,083 shares; 2025Q3: 4,070 shares 4,070 $835K 0.01% -13 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,277 shares; 2025Q1: 2,279 shares; 2025Q2: 2,368 shares; 2025Q3: 2,469 shares 2,469 $833K 0.01% +101 Timeline BSJR 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: 32,693 shares; 2024Q4: 33,877 shares; 2025Q1: 34,924 shares; 2025Q2: 30,974 shares; 2025Q3: 36,621 shares 36,621 $833K 0.01% +5,647 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 15,629 shares; 2025Q1: 14,047 shares; 2025Q2: 16,625 shares; 2025Q3: 17,899 shares 17,899 $825K 0.01% +1,274 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,163 shares; 2025Q1: 5,282 shares; 2025Q2: 2,989 shares; 2025Q3: 3,022 shares 3,022 $824K 0.01% +33 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 5,786 shares; 2025Q1: 5,510 shares; 2025Q2: 6,067 shares; 2025Q3: 6,519 shares 6,519 $821K 0.01% +452 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 4,405 shares; 2025Q1: 5,214 shares; 2025Q2: 7,077 shares; 2025Q3: 7,925 shares 7,925 $818K 0.01% +848 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,826 shares; 2025Q1: 3,545 shares; 2025Q2: 3,468 shares; 2025Q3: 3,807 shares 3,807 $817K 0.01% +339 Timeline ESGV 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: 9,370 shares; 2024Q4: 9,233 shares; 2025Q1: 7,531 shares; 2025Q2: 6,676 shares; 2025Q3: 6,885 shares 6,885 $815K 0.01% +209 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 33,708 shares; 2025Q1: 35,346 shares; 2025Q2: 34,795 shares; 2025Q3: 33,325 shares 33,325 $811K 0.01% -1,470 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,228 shares; 2024Q4: 29,390 shares; 2025Q1: 30,280 shares; 2025Q2: 30,282 shares; 2025Q3: 31,769 shares 31,769 $811K 0.01% +1,487 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,493 shares; 2025Q1: 1,582 shares; 2025Q2: 1,736 shares; 2025Q3: 1,920 shares 1,920 $810K 0.01% +184 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,430 shares; 2024Q4: 32,667 shares; 2025Q1: 34,200 shares; 2025Q2: 33,643 shares; 2025Q3: 33,153 shares 33,153 $806K 0.01% -490 Timeline IBMP 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: 8,256 shares; 2025Q1: 9,157 shares; 2025Q2: 18,909 shares; 2025Q3: 31,531 shares 31,531 $803K 0.01% +12,622 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 16,344 shares; 2025Q1: 14,766 shares; 2025Q2: 14,633 shares; 2025Q3: 14,718 shares 14,718 $796K 0.01% +85 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 2,515 shares; 2025Q3: 5,571 shares 5,571 $796K 0.01% +3,056 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 909 shares; 2025Q1: 918 shares; 2025Q2: 813 shares; 2025Q3: 821 shares 821 $794K 0.01% +8 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 10,539 shares; 2025Q1: 9,700 shares; 2025Q2: 25,654 shares; 2025Q3: 27,565 shares 27,565 $792K 0.01% +1,911 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,009 shares; 2025Q1: 4,425 shares; 2025Q2: 4,167 shares; 2025Q3: 4,000 shares 4,000 $790K 0.01% -167 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,543 shares; 2024Q4: not reported; 2025Q1: 15,580 shares; 2025Q2: 13,386 shares; 2025Q3: 15,766 shares 15,766 $788K 0.01% +2,380 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,577 shares; 2024Q4: 21,800 shares; 2025Q1: 21,073 shares; 2025Q2: 22,606 shares; 2025Q3: 19,843 shares 19,843 $786K 0.01% -2,763 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 3,985 shares; 2025Q1: 4,075 shares; 2025Q2: 3,846 shares; 2025Q3: 3,828 shares 3,828 $786K 0.01% -18 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 2,318 shares; 2025Q1: 2,993 shares; 2025Q2: 4,559 shares; 2025Q3: 6,276 shares 6,276 $785K 0.01% +1,717 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,733 shares; 2025Q3: 8,929 shares 8,929 $785K 0.01% -804 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 14,300 shares; 2025Q1: 11,129 shares; 2025Q2: 8,341 shares; 2025Q3: 9,722 shares 9,722 $784K 0.01% +1,381 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,220 shares; 2025Q3: 7,118 shares 7,118 $783K 0.01% +898 Timeline YYY 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: 68,946 shares; 2024Q4: 62,050 shares; 2025Q1: 49,414 shares; 2025Q2: 60,672 shares; 2025Q3: 65,955 shares 65,955 $779K 0.01% +5,283 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 13,335 shares; 2025Q1: 6,999 shares; 2025Q2: 15,019 shares; 2025Q3: 14,116 shares 14,116 $778K 0.01% -903 Timeline FALN 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: 26,050 shares; 2024Q4: 25,676 shares; 2025Q1: 26,952 shares; 2025Q2: 26,700 shares; 2025Q3: 27,999 shares 27,999 $778K 0.01% +1,299 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,133 shares; 2025Q1: 17,006 shares; 2025Q2: 18,297 shares; 2025Q3: 24,549 shares 24,549 $774K 0.01% +6,252 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,206 shares; 2024Q4: 23,545 shares; 2025Q1: 20,610 shares; 2025Q2: 22,920 shares; 2025Q3: 21,761 shares 21,761 $773K 0.01% -1,159 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 11,095 shares; 2025Q1: 10,696 shares; 2025Q2: 10,938 shares; 2025Q3: 15,271 shares 15,271 $772K 0.01% +4,333 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 17,425 shares; 2025Q1: 16,800 shares; 2025Q2: 15,864 shares; 2025Q3: 17,543 shares 17,543 $770K 0.01% +1,679 Timeline GMAR 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: 16,253 shares; 2024Q4: 16,253 shares; 2025Q1: 16,799 shares; 2025Q2: 22,330 shares; 2025Q3: 19,156 shares 19,156 $768K 0.01% -3,174 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,958 shares; 2025Q1: 4,507 shares; 2025Q2: 5,048 shares; 2025Q3: 10,024 shares 10,024 $762K 0.01% +4,976 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,234 shares; 2024Q4: 40,932 shares; 2025Q1: 38,857 shares; 2025Q2: 24,547 shares; 2025Q3: 24,248 shares 24,248 $758K 0.01% -299 Timeline IBDU 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: 30,180 shares; 2025Q1: 32,720 shares; 2025Q2: 33,081 shares; 2025Q3: 32,087 shares 32,087 $753K 0.01% -994 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: 26,915 shares; 2024Q4: 31,896 shares; 2025Q1: 31,850 shares; 2025Q2: 33,332 shares; 2025Q3: 29,768 shares 29,768 $750K 0.01% -3,564 SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,869 shares; 2024Q4: 63,137 shares; 2025Q1: 62,012 shares; 2025Q2: 62,328 shares; 2025Q3: 28,313 shares 28,313 $748K 0.01% -34,015 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 828 shares; 2025Q3: 2,411 shares 2,411 $744K 0.01% +1,583 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,679 shares; 2024Q4: 25,871 shares; 2025Q1: 26,745 shares; 2025Q2: 17,002 shares; 2025Q3: 15,590 shares 15,590 $743K 0.01% -1,412 Timeline BSJQ 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: 27,384 shares; 2024Q4: 28,528 shares; 2025Q1: 29,559 shares; 2025Q2: 26,153 shares; 2025Q3: 31,645 shares 31,645 $741K 0.01% +5,492 Timeline INVESCO EXCH TRD SLF IDX FD 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: 35,867 shares; 2024Q4: 36,856 shares; 2025Q1: 30,862 shares; 2025Q2: 28,371 shares; 2025Q3: 32,109 shares 32,109 $740K 0.01% +3,738 VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,644 shares; 2025Q3: 3,773 shares 3,773 $739K 0.01% -871 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,379 shares; 2025Q1: 2,414 shares; 2025Q2: 2,423 shares; 2025Q3: 4,917 shares 4,917 $737K 0.01% +2,494 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,758 shares 3,758 $735K 0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,592 shares; 2025Q1: 2,838 shares; 2025Q2: 2,205 shares; 2025Q3: 3,122 shares 3,122 $734K 0.01% +917 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,529 shares; 2024Q4: 65,002 shares; 2025Q1: 64,930 shares; 2025Q2: 56,269 shares; 2025Q3: 48,884 shares 48,884 $732K 0.01% -7,385 Timeline AVDE 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: 24,099 shares; 2024Q4: 15,867 shares; 2025Q1: 14,198 shares; 2025Q2: 10,370 shares; 2025Q3: 9,276 shares 9,276 $732K 0.01% -1,094 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,679 shares; 2025Q3: 20,088 shares 20,088 $729K 0.01% +409 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,493 shares 12,493 $724K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,252 shares; 2025Q3: 5,476 shares 5,476 $724K 0.01% +3,224 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,509 shares 15,509 $723K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,530 shares; 2025Q2: 3,529 shares; 2025Q3: 3,537 shares 3,537 $718K 0.01% +8 Timeline WK WORKIVA INC More: the full row for WORKIVA 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: 8,329 shares 8,329 $717K 0.01% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 17,348 shares; 2025Q1: 17,203 shares; 2025Q2: 22,180 shares; 2025Q3: 26,688 shares 26,688 $717K 0.01% +4,508 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 1,440 shares; 2025Q2: 1,444 shares; 2025Q3: 1,304 shares 1,304 $713K 0.01% -140 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,124 shares; 2024Q4: 15,932 shares; 2025Q1: 14,887 shares; 2025Q2: 14,726 shares; 2025Q3: 13,636 shares 13,636 $712K 0.01% -1,090 Timeline ARKX 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: 29,725 shares; 2024Q4: 27,056 shares; 2025Q1: 25,878 shares; 2025Q2: 26,204 shares; 2025Q3: 24,898 shares 24,898 $711K 0.01% -1,306 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,609 shares; 2025Q1: 2,512 shares; 2025Q2: 2,408 shares; 2025Q3: 2,305 shares 2,305 $710K 0.01% -103 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 13,029 shares; 2025Q1: 28,508 shares; 2025Q2: 1,800 shares; 2025Q3: 4,173 shares 4,173 $707K 0.01% +2,373 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,523 shares; 2025Q1: 3,805 shares; 2025Q2: 2,114 shares; 2025Q3: 1,785 shares 1,785 $707K 0.01% -329 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,630 shares; 2025Q3: 4,201 shares 4,201 $701K 0.01% +1,571 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 602 shares; 2025Q1: 644 shares; 2025Q2: 686 shares; 2025Q3: 2,522 shares 2,522 $694K 0.01% +1,836 Timeline BSJS 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: 28,997 shares; 2024Q4: 30,188 shares; 2025Q1: 28,617 shares; 2025Q2: 27,104 shares; 2025Q3: 31,117 shares 31,117 $687K 0.01% +4,013 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,548 shares; 2024Q4: 96,574 shares; 2025Q1: 82,523 shares; 2025Q2: 12,235 shares; 2025Q3: 12,111 shares 12,111 $684K 0.01% -124 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,508 shares; 2024Q4: 54,671 shares; 2025Q1: 56,494 shares; 2025Q2: 61,957 shares; 2025Q3: 68,040 shares 68,040 $681K 0.01% +6,083 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares 1,445 $676K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,628 shares; 2025Q1: 1,832 shares; 2025Q2: 2,519 shares; 2025Q3: 2,417 shares 2,417 $675K 0.01% -102 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,069 shares 3,069 $666K 0.01% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,457 shares; 2025Q2: 15,457 shares; 2025Q3: 25,030 shares 25,030 $665K 0.01% +9,573 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,889 shares; 2025Q1: 1,895 shares; 2025Q2: 2,241 shares; 2025Q3: 2,698 shares 2,698 $663K 0.01% +457 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 6,694 shares 6,694 $663K 0.01% +3,537 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,682 shares 11,682 $663K 0.01% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,282 shares; 2025Q2: 14,423 shares; 2025Q3: 13,455 shares 13,455 $663K 0.01% -968 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 6,504 shares; 2025Q1: 6,550 shares; 2025Q2: 6,729 shares; 2025Q3: 8,043 shares 8,043 $663K 0.01% +1,314 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,016 shares 16,016 $661K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 3,993 shares; 2025Q1: 3,805 shares; 2025Q2: 3,491 shares; 2025Q3: 2,797 shares 2,797 $660K 0.01% -694 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,230 shares; 2025Q1: 9,793 shares; 2025Q2: 10,299 shares; 2025Q3: 2,040 shares 2,040 $659K 0.01% -8,259 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 29,296 shares; 2025Q1: 31,030 shares; 2025Q2: 2,236 shares; 2025Q3: 2,067 shares 2,067 $657K 0.01% -169 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,446 shares 6,446 $653K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,263 shares; 2024Q4: 11,630 shares; 2025Q1: 12,667 shares; 2025Q2: 16,968 shares; 2025Q3: 13,829 shares 13,829 $653K 0.01% -3,139 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 7,599 shares; 2025Q1: 7,868 shares; 2025Q2: 7,782 shares; 2025Q3: 7,816 shares 7,816 $652K 0.01% +34 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,158 shares; 2025Q1: 4,194 shares; 2025Q2: 3,944 shares; 2025Q3: 2,638 shares 2,638 $651K 0.01% -1,306 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,854 shares 7,854 $648K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,137 shares 18,137 $647K 0.01% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 14,718 shares; 2025Q1: 12,781 shares; 2025Q2: not reported; 2025Q3: 11,792 shares 11,792 $645K 0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 15,888 shares 15,888 $643K 0.01% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,036 shares; 2025Q3: 20,440 shares 20,440 $641K 0.01% +13,404 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,875 shares; 2024Q4: 44,742 shares; 2025Q1: 41,833 shares; 2025Q2: 22,990 shares; 2025Q3: 22,871 shares 22,871 $639K 0.01% -119 Timeline CGSD 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: 21,207 shares; 2025Q1: 18,648 shares; 2025Q2: 25,366 shares; 2025Q3: 24,475 shares 24,475 $636K 0.01% -891 Timeline QLD 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: 10,612 shares; 2024Q4: 6,174 shares; 2025Q1: 5,555 shares; 2025Q2: 7,020 shares; 2025Q3: 4,617 shares 4,617 $633K 0.01% -2,403 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 17,521 shares; 2025Q1: 17,608 shares; 2025Q2: 17,521 shares; 2025Q3: 17,521 shares 17,521 $633K 0.01% 0 Timeline BUFG 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: 11,787 shares; 2024Q4: 16,736 shares; 2025Q1: 17,288 shares; 2025Q2: 22,957 shares; 2025Q3: 23,105 shares 23,105 $622K 0.01% +148 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,116 shares; 2024Q4: 17,114 shares; 2025Q1: 17,107 shares; 2025Q2: 12,016 shares; 2025Q3: 18,007 shares 18,007 $619K 0.01% +5,991 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 162 shares; 2025Q1: 161 shares; 2025Q2: 140 shares; 2025Q3: 144 shares 144 $618K 0.01% +4 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,183 shares; 2024Q4: 9,890 shares; 2025Q1: 8,876 shares; 2025Q2: 14,407 shares; 2025Q3: 14,051 shares 14,051 $616K 0.01% -356 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,226 shares; 2025Q2: 11,341 shares; 2025Q3: 23,996 shares 23,996 $613K 0.01% +12,655 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 4,674 shares; 2025Q1: not reported; 2025Q2: 9,101 shares; 2025Q3: 7,463 shares 7,463 $612K 0.01% -1,638 Timeline IBMQ 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: 8,363 shares; 2025Q1: 9,260 shares; 2025Q2: 11,292 shares; 2025Q3: 23,854 shares 23,854 $612K 0.01% +12,562 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,353 shares 4,353 $611K 0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 18,946 shares 18,946 $609K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 8,005 shares; 2025Q1: 7,509 shares; 2025Q2: 9,618 shares; 2025Q3: 10,716 shares 10,716 $609K 0.01% +1,098 Timeline IBMO 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: 8,019 shares; 2025Q1: 9,056 shares; 2025Q2: 11,068 shares; 2025Q3: 23,584 shares 23,584 $605K 0.01% +12,516 Timeline JBBB 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: 172,728 shares; 2025Q1: 193,542 shares; 2025Q2: 167,050 shares; 2025Q3: 12,542 shares 12,542 $604K 0.01% -154,508 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,925 shares 1,925 $604K 0.01% new Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,691 shares; 2025Q1: 8,679 shares; 2025Q2: 10,545 shares; 2025Q3: 22,530 shares 22,530 $604K 0.01% +11,985 SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 3,727 shares; 2025Q1: 3,551 shares; 2025Q2: 3,501 shares; 2025Q3: 4,058 shares 4,058 $603K 0.01% +557 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,604 shares; 2025Q2: 14,216 shares; 2025Q3: 17,234 shares 17,234 $602K 0.01% +3,018 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,901 shares; 2024Q4: 29,183 shares; 2025Q1: 22,681 shares; 2025Q2: 19,721 shares; 2025Q3: 16,269 shares 16,269 $595K 0.01% -3,452 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,575 shares 2,575 $592K 0.01% new Timeline BSJT 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: 29,857 shares; 2025Q1: 28,102 shares; 2025Q2: 27,169 shares; 2025Q3: 27,430 shares 27,430 $592K 0.01% +261 Timeline DDFS 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: 27,943 shares 27,943 $584K 0.01% new Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 23,981 shares; 2025Q2: 23,081 shares; 2025Q3: 22,156 shares 22,156 $582K 0.01% -925 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,943 shares; 2025Q1: 4,930 shares; 2025Q2: 4,489 shares; 2025Q3: 4,537 shares 4,537 $581K 0.01% +48 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,346 shares 8,346 $579K 0.01% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,873 shares; 2024Q4: 14,250 shares; 2025Q1: 17,466 shares; 2025Q2: 15,225 shares; 2025Q3: 17,403 shares 17,403 $577K 0.01% +2,178 Timeline ZMAY 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: 24,285 shares; 2025Q3: 22,928 shares 22,928 $576K 0.01% -1,357 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,026 shares; 2024Q4: 16,543 shares; 2025Q1: 19,254 shares; 2025Q2: 19,747 shares; 2025Q3: 22,800 shares 22,800 $574K 0.01% +3,053 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,892 shares 6,892 $574K 0.01% new Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 532,716 shares; 2025Q1: 577,180 shares; 2025Q2: 18,219 shares; 2025Q3: 13,132 shares 13,132 $571K 0.01% -5,087 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 2,812 shares; 2025Q3: 3,196 shares 3,196 $569K 0.01% +384 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,461 shares; 2024Q4: 23,162 shares; 2025Q1: 18,523 shares; 2025Q2: 16,190 shares; 2025Q3: 12,045 shares 12,045 $565K 0.01% -4,145 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 7,626 shares; 2025Q1: 7,765 shares; 2025Q2: 8,581 shares; 2025Q3: 8,565 shares 8,565 $564K 0.01% -16 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 10,651 shares; 2025Q1: 10,004 shares; 2025Q2: not reported; 2025Q3: 10,850 shares 10,850 $563K 0.01% new Timeline DJUN 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: 13,251 shares; 2024Q4: 13,227 shares; 2025Q1: 13,053 shares; 2025Q2: 12,621 shares; 2025Q3: 12,094 shares 12,094 $562K 0.01% -527 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,333 shares 6,333 $558K 0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,953 shares; 2024Q4: 9,876 shares; 2025Q1: 10,589 shares; 2025Q2: 10,054 shares; 2025Q3: 10,100 shares 10,100 $553K 0.01% +46 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 11,268 shares; 2025Q1: 11,563 shares; 2025Q2: 11,362 shares; 2025Q3: 10,855 shares 10,855 $550K 0.01% -507 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,862 shares; 2024Q4: 12,382 shares; 2025Q1: 11,874 shares; 2025Q2: 13,197 shares; 2025Q3: 14,272 shares 14,272 $549K 0.01% +1,075 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,034 shares; 2025Q1: 4,556 shares; 2025Q2: 5,907 shares; 2025Q3: 5,687 shares 5,687 $549K 0.01% -220 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 17,395 shares; 2025Q1: 16,823 shares; 2025Q2: 16,651 shares; 2025Q3: 16,553 shares 16,553 $547K 0.01% -98 Timeline EIRL 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: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 6,175 shares; 2025Q2: 6,375 shares; 2025Q3: 8,089 shares 8,089 $546K 0.01% +1,714 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,653 shares; 2025Q1: 2,804 shares; 2025Q2: 3,063 shares; 2025Q3: 2,868 shares 2,868 $545K 0.01% -195 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 20,315 shares; 2025Q1: 35,906 shares; 2025Q2: 39,634 shares; 2025Q3: 44,992 shares 44,992 $542K 0.01% +5,358 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,147 shares; 2025Q2: 10,228 shares; 2025Q3: 12,874 shares 12,874 $536K 0.01% +2,646 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 17,260 shares; 2025Q1: 16,264 shares; 2025Q2: 17,711 shares; 2025Q3: 19,863 shares 19,863 $535K 0.01% +2,152 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,680 shares; 2025Q3: 6,315 shares 6,315 $535K 0.01% +3,635 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,186 shares; 2024Q4: 10,036 shares; 2025Q1: 15,807 shares; 2025Q2: 9,285 shares; 2025Q3: 9,960 shares 9,960 $530K 0.01% +675 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,170 shares; 2024Q4: 32,818 shares; 2025Q1: 34,666 shares; 2025Q2: 11,076 shares; 2025Q3: 11,546 shares 11,546 $528K 0.01% +470 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares 1,810 $528K 0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 3,227 shares; 2025Q3: 5,028 shares 5,028 $528K 0.01% +1,801 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,404 shares 3,404 $526K 0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,077 shares; 2024Q4: 19,754 shares; 2025Q1: 14,569 shares; 2025Q2: 17,810 shares; 2025Q3: 20,498 shares 20,498 $524K 0.01% +2,688 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,566 shares; 2025Q1: 2,980 shares; 2025Q2: 2,764 shares; 2025Q3: 3,158 shares 3,158 $522K 0.01% +394 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,526 shares; 2024Q4: 23,711 shares; 2025Q1: 24,001 shares; 2025Q2: 29,765 shares; 2025Q3: 26,971 shares 26,971 $520K 0.01% -2,794 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,827 shares; 2024Q4: 6,041 shares; 2025Q1: 6,139 shares; 2025Q2: 6,011 shares; 2025Q3: 8,349 shares 8,349 $520K 0.01% +2,338 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,800 shares 6,800 $518K 0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,745 shares; 2025Q1: 2,682 shares; 2025Q2: 3,516 shares; 2025Q3: 3,827 shares 3,827 $518K 0.01% +311 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 6,066 shares; 2025Q1: 5,792 shares; 2025Q2: 6,389 shares; 2025Q3: 6,407 shares 6,407 $517K 0.01% +18 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 3,249 shares; 2025Q1: 2,765 shares; 2025Q2: 3,013 shares; 2025Q3: 3,088 shares 3,088 $515K 0.01% +75 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,680 shares; 2024Q4: 262,700 shares; 2025Q1: 355,263 shares; 2025Q2: 336,035 shares; 2025Q3: 22,423 shares 22,423 $514K 0.01% -313,612 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,499 shares; 2024Q4: 50,588 shares; 2025Q1: 5,790 shares; 2025Q2: 4,139 shares; 2025Q3: 4,054 shares 4,054 $513K 0.01% -85 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 2,014 shares; 2025Q1: 1,739 shares; 2025Q2: 2,521 shares; 2025Q3: 2,879 shares 2,879 $512K 0.01% +358 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 5,121 shares 5,121 $510K 0.01% +2,373 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 9,289 shares; 2025Q1: 12,265 shares; 2025Q2: 12,621 shares; 2025Q3: 13,565 shares 13,565 $504K 0.01% +944 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 19,409 shares; 2025Q1: 21,505 shares; 2025Q2: 18,025 shares; 2025Q3: 19,085 shares 19,085 $502K 0.01% +1,060 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,085 shares; 2025Q3: 21,648 shares 21,648 $500K 0.01% +2,563 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares 13,041 $497K 0.01% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 19,193 shares; 2025Q1: 17,496 shares; 2025Q2: 9,001 shares; 2025Q3: 8,735 shares 8,735 $489K 0.01% -266 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 13,535 shares; 2025Q1: 11,081 shares; 2025Q2: 7,344 shares; 2025Q3: 7,815 shares 7,815 $488K 0.01% +471 Timeline SLJY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,549 shares 16,549 $486K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 6,040 shares; 2025Q1: 3,496 shares; 2025Q2: 3,497 shares; 2025Q3: 5,442 shares 5,442 $485K 0.01% +1,945 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,057 shares 10,057 $485K 0.01% new Timeline PGX 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: 60,724 shares; 2024Q4: 49,148 shares; 2025Q1: 47,254 shares; 2025Q2: 43,925 shares; 2025Q3: 41,622 shares 41,622 $483K 0.01% -2,303 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 3,477 shares; 2025Q1: 5,724 shares; 2025Q2: 5,967 shares; 2025Q3: 6,049 shares 6,049 $483K 0.01% +82 Timeline EWU 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: 6,220 shares; 2025Q2: 8,300 shares; 2025Q3: 11,451 shares 11,451 $481K 0.01% +3,151 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,431 shares; 2025Q1: 2,529 shares; 2025Q2: 1,509 shares; 2025Q3: 1,614 shares 1,614 $478K 0.01% +105 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,095 shares; 2025Q3: 4,717 shares 4,717 $477K 0.01% -1,378 Timeline ZNOV 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: 30,899 shares; 2025Q2: 18,774 shares; 2025Q3: 17,880 shares 17,880 $472K 0.01% -894 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,286 shares; 2025Q3: 9,827 shares 9,827 $471K 0.01% -459 Timeline HYGH 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: 2,497 shares; 2024Q4: 3,869 shares; 2025Q1: 3,976 shares; 2025Q2: 4,874 shares; 2025Q3: 5,416 shares 5,416 $470K 0.01% +542 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,622 shares; 2025Q1: 3,684 shares; 2025Q2: 4,493 shares; 2025Q3: 4,477 shares 4,477 $470K 0.01% -16 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,249 shares; 2025Q2: 12,457 shares; 2025Q3: 11,960 shares 11,960 $470K 0.01% -497 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,495 shares 5,495 $464K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,021 shares; 2024Q4: 15,734 shares; 2025Q1: 14,190 shares; 2025Q2: 5,098 shares; 2025Q3: 5,151 shares 5,151 $462K 0.01% +53 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,413 shares; 2025Q1: 1,575 shares; 2025Q2: 1,693 shares; 2025Q3: 1,680 shares 1,680 $460K 0.01% -13 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,884 shares; 2025Q1: 2,619 shares; 2025Q2: 2,626 shares; 2025Q3: 2,619 shares 2,619 $458K 0.01% -7 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,990 shares 12,990 $454K 0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares 1,431 $451K 0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 5,381 shares; 2025Q1: 4,839 shares; 2025Q2: 4,612 shares; 2025Q3: 4,811 shares 4,811 $451K 0.01% +199 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 13,491 shares; 2025Q1: not reported; 2025Q2: 7,813 shares; 2025Q3: 9,350 shares 9,350 $446K 0.01% +1,537 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 974 shares; 2025Q1: 858 shares; 2025Q2: 791 shares; 2025Q3: 620 shares 620 $445K 0.01% -171 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 5,074 shares; 2025Q1: 5,065 shares; 2025Q2: 5,054 shares; 2025Q3: 10,212 shares 10,212 $443K 0.01% +5,158 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,851 shares; 2025Q1: 9,841 shares; 2025Q2: 8,871 shares; 2025Q3: 8,856 shares 8,856 $441K 0.01% -15 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,084 shares; 2025Q1: 6,437 shares; 2025Q2: 5,288 shares; 2025Q3: 5,424 shares 5,424 $440K 0.01% +136 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 11,258 shares; 2025Q1: 11,560 shares; 2025Q2: 10,816 shares; 2025Q3: 4,210 shares 4,210 $435K 0.01% -6,606 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,553 shares; 2025Q1: 7,281 shares; 2025Q2: 10,321 shares; 2025Q3: 9,998 shares 9,998 $435K 0.01% -323 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 5,074 shares; 2025Q1: 5,367 shares; 2025Q2: 5,636 shares; 2025Q3: 5,911 shares 5,911 $434K 0.01% +275 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,873 shares 3,873 $432K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,034 shares; 2025Q1: 3,042 shares; 2025Q2: 4,973 shares; 2025Q3: 3,050 shares 3,050 $431K 0.01% -1,923 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 14,025 shares; 2025Q1: 6,567 shares; 2025Q2: 8,531 shares; 2025Q3: 9,274 shares 9,274 $430K 0.01% +743 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,187 shares; 2025Q2: 16,269 shares; 2025Q3: 19,814 shares 19,814 $427K 0.01% +3,545 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 9,679 shares; 2025Q1: 9,284 shares; 2025Q2: 8,633 shares; 2025Q3: 9,222 shares 9,222 $427K 0.01% +589 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,614 shares 15,614 $426K 0.01% new Timeline CGMS 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: 19,858 shares; 2025Q1: 17,519 shares; 2025Q2: 16,533 shares; 2025Q3: 15,366 shares 15,366 $426K 0.01% -1,167 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,352 shares; 2025Q2: 16,459 shares; 2025Q3: 20,078 shares 20,078 $425K 0.01% +3,619 Timeline GJUN 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: 12,886 shares; 2024Q4: 12,439 shares; 2025Q1: 10,788 shares; 2025Q2: 10,966 shares; 2025Q3: 10,905 shares 10,905 $424K 0.01% -61 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,260 shares 2,260 $422K 0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,457 shares; 2024Q4: 8,615 shares; 2025Q1: 7,740 shares; 2025Q2: 5,587 shares; 2025Q3: 5,022 shares 5,022 $422K 0.01% -565 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,561 shares; 2024Q4: 13,127 shares; 2025Q1: 12,602 shares; 2025Q2: 12,265 shares; 2025Q3: 9,976 shares 9,976 $421K 0.01% -2,289 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,652 shares; 2025Q3: 7,937 shares 7,937 $420K 0.01% +2,285 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,164 shares; 2024Q4: 35,066 shares; 2025Q1: 37,972 shares; 2025Q2: 43,847 shares; 2025Q3: 55,286 shares 55,286 $417K <0.01% +11,439 Timeline MSSS 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: 21,113 shares; 2024Q4: 14,821 shares; 2025Q1: 14,816 shares; 2025Q2: 13,481 shares; 2025Q3: 13,480 shares 13,480 $414K <0.01% -1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,589 shares; 2024Q4: 15,583 shares; 2025Q1: 94,868 shares; 2025Q2: 22,885 shares; 2025Q3: 42,279 shares 42,279 $414K <0.01% +19,394 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,868 shares 5,868 $414K <0.01% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,620 shares; 2025Q2: 10,512 shares; 2025Q3: 10,060 shares 10,060 $414K <0.01% -452 Timeline VTHR 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: 1,405 shares; 2024Q4: 1,409 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares 1,405 $414K <0.01% 0 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,753 shares 12,753 $413K <0.01% new Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,667 shares; 2024Q4: 10,684 shares; 2025Q1: 10,684 shares; 2025Q2: 10,668 shares; 2025Q3: 10,690 shares 10,690 $413K <0.01% +22 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,641 shares; 2025Q1: 4,777 shares; 2025Q2: 4,491 shares; 2025Q3: 4,895 shares 4,895 $412K <0.01% +404 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,604 shares; 2025Q1: 4,849 shares; 2025Q2: 5,329 shares; 2025Q3: 5,602 shares 5,602 $411K <0.01% +273 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: not reported; 2025Q1: 35,455 shares; 2025Q2: 9,987 shares; 2025Q3: 10,369 shares 10,369 $411K <0.01% +382 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,883 shares; 2024Q4: 7,049 shares; 2025Q1: 6,732 shares; 2025Q2: 6,384 shares; 2025Q3: 5,666 shares 5,666 $410K <0.01% -718 Timeline ARGT 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: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 6,123 shares; 2025Q2: 6,223 shares; 2025Q3: 5,874 shares 5,874 $410K <0.01% -349 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,671 shares; 2024Q4: 21,934 shares; 2025Q1: 16,086 shares; 2025Q2: 15,804 shares; 2025Q3: 15,813 shares 15,813 $409K <0.01% +9 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 15,985 shares; 2025Q1: 16,458 shares; 2025Q2: 19,000 shares; 2025Q3: 25,179 shares 25,179 $407K <0.01% +6,179 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,220 shares; 2024Q4: 20,074 shares; 2025Q1: 17,149 shares; 2025Q2: 17,149 shares; 2025Q3: 14,728 shares 14,728 $405K <0.01% -2,421 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,646 shares 9,646 $404K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 802 shares; 2025Q1: 668 shares; 2025Q2: 641 shares; 2025Q3: 641 shares 641 $404K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,724 shares; 2025Q1: 2,929 shares; 2025Q2: 3,623 shares; 2025Q3: 4,933 shares 4,933 $402K <0.01% +1,310 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,034 shares 9,034 $402K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,440 shares; 2024Q4: 229,753 shares; 2025Q1: 12,708 shares; 2025Q2: 11,561 shares; 2025Q3: 8,658 shares 8,658 $402K <0.01% -2,903 Timeline IQLT 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: 29,055 shares; 2025Q1: 7,162 shares; 2025Q2: 9,720 shares; 2025Q3: 9,033 shares 9,033 $399K <0.01% -687 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,074 shares; 2025Q1: 1,032 shares; 2025Q2: 1,101 shares; 2025Q3: 1,139 shares 1,139 $398K <0.01% +38 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,479 shares; 2024Q4: 6,210 shares; 2025Q1: 5,906 shares; 2025Q2: 3,919 shares; 2025Q3: 3,776 shares 3,776 $396K <0.01% -143 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 7,350 shares; 2025Q1: 7,283 shares; 2025Q2: 7,497 shares; 2025Q3: 7,438 shares 7,438 $395K <0.01% -59 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares 3,265 $394K <0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 13,735 shares; 2025Q1: 16,159 shares; 2025Q2: 29,465 shares; 2025Q3: 14,066 shares 14,066 $392K <0.01% -15,399 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,102 shares; 2025Q1: 8,708 shares; 2025Q2: 8,991 shares; 2025Q3: 11,246 shares 11,246 $392K <0.01% +2,255 Timeline DOGG 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: 16,267 shares; 2025Q2: 16,267 shares; 2025Q3: 19,566 shares 19,566 $391K <0.01% +3,299 Timeline QETH INVESCO GALAXY ETHEREUM ETF More: the full row for INVESCO GALAXY ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,353 shares; 2025Q3: 9,415 shares 9,415 $391K <0.01% +1,062 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,466 shares; 2024Q4: not reported; 2025Q1: 10,315 shares; 2025Q2: 9,598 shares; 2025Q3: 10,241 shares 10,241 $390K <0.01% +643 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,897 shares 10,897 $389K <0.01% new Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 11,620 shares; 2025Q3: 13,032 shares 13,032 $389K <0.01% +1,412 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,107 shares 2,107 $388K <0.01% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,112 shares 11,112 $387K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,767 shares; 2025Q1: 2,941 shares; 2025Q2: 2,877 shares; 2025Q3: 2,645 shares 2,645 $387K <0.01% -232 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,684 shares; 2025Q1: 2,560 shares; 2025Q2: 2,634 shares; 2025Q3: 2,808 shares 2,808 $387K <0.01% +174 Timeline BUFB 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: 9,769 shares; 2025Q2: 9,769 shares; 2025Q3: 10,754 shares 10,754 $384K <0.01% +985 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,214 shares; 2024Q4: 51,014 shares; 2025Q1: 3,041 shares; 2025Q2: 3,325 shares; 2025Q3: 3,460 shares 3,460 $384K <0.01% +135 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,336 shares; 2024Q4: 165,314 shares; 2025Q1: 8,459 shares; 2025Q2: 6,309 shares; 2025Q3: 6,273 shares 6,273 $382K <0.01% -36 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,649 shares; 2025Q3: 6,276 shares 6,276 $382K <0.01% +627 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 18,036 shares; 2025Q1: 17,980 shares; 2025Q2: 16,036 shares; 2025Q3: 16,429 shares 16,429 $380K <0.01% +393 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,250 shares; 2025Q1: 12,425 shares; 2025Q2: 20,740 shares; 2025Q3: 16,693 shares 16,693 $379K <0.01% -4,047 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,658 shares; 2025Q1: 2,680 shares; 2025Q2: 2,683 shares; 2025Q3: 2,664 shares 2,664 $378K <0.01% -19 Timeline MDPL 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: 37,343 shares; 2024Q4: 21,400 shares; 2025Q1: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 14,240 shares 14,240 $378K <0.01% -7,160 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,082 shares; 2024Q4: 19,971 shares; 2025Q1: 7,683 shares; 2025Q2: 16,700 shares; 2025Q3: 7,232 shares 7,232 $378K <0.01% -9,468 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 13,834 shares; 2025Q1: 13,822 shares; 2025Q2: 13,272 shares; 2025Q3: 12,977 shares 12,977 $375K <0.01% -295 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,097 shares; 2025Q2: 3,992 shares; 2025Q3: 3,992 shares 3,992 $374K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,044 shares; 2024Q4: 9,551 shares; 2025Q1: 8,986 shares; 2025Q2: 9,189 shares; 2025Q3: 9,516 shares 9,516 $373K <0.01% +327 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,737 shares; 2025Q2: 1,983 shares; 2025Q3: 2,088 shares 2,088 $373K <0.01% +105 Timeline FREL 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: 18,826 shares; 2024Q4: 18,644 shares; 2025Q1: 14,391 shares; 2025Q2: 13,660 shares; 2025Q3: 13,324 shares 13,324 $371K <0.01% -336 Timeline CGIB 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: 21,368 shares; 2025Q1: 10,170 shares; 2025Q2: 15,756 shares; 2025Q3: 14,491 shares 14,491 $368K <0.01% -1,265 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,083 shares; 2024Q4: 10,389 shares; 2025Q1: 10,399 shares; 2025Q2: 8,107 shares; 2025Q3: 8,209 shares 8,209 $367K <0.01% +102 Timeline IBDW 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: 26,600 shares; 2024Q4: 27,039 shares; 2025Q1: 19,382 shares; 2025Q2: 18,007 shares; 2025Q3: 17,204 shares 17,204 $365K <0.01% -803 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,507 shares; 2025Q1: 3,791 shares; 2025Q2: 3,998 shares; 2025Q3: 3,762 shares 3,762 $363K <0.01% -236 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,298 shares 11,298 $362K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 1,871 shares; 2025Q1: 1,787 shares; 2025Q2: 1,694 shares; 2025Q3: 1,648 shares 1,648 $362K <0.01% -46 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,362 shares 7,362 $361K <0.01% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,972 shares; 2024Q4: 13,489 shares; 2025Q1: 14,753 shares; 2025Q2: 14,624 shares; 2025Q3: 18,176 shares 18,176 $358K <0.01% +3,552 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,651 shares; 2025Q1: 2,707 shares; 2025Q2: 2,939 shares; 2025Q3: 2,917 shares 2,917 $357K <0.01% -22 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,046 shares; 2024Q4: 22,195 shares; 2025Q1: 21,127 shares; 2025Q2: 20,390 shares; 2025Q3: 18,234 shares 18,234 $356K <0.01% -2,156 Timeline DFAR 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: 11,332 shares; 2024Q4: 11,369 shares; 2025Q1: 11,494 shares; 2025Q2: 12,013 shares; 2025Q3: 14,811 shares 14,811 $353K <0.01% +2,798 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,213 shares; 2025Q1: 3,076 shares; 2025Q2: 4,884 shares; 2025Q3: 2,874 shares 2,874 $352K <0.01% -2,010 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,210 shares; 2025Q1: 1,241 shares; 2025Q2: 1,324 shares; 2025Q3: 1,418 shares 1,418 $350K <0.01% +94 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,647 shares; 2025Q3: 10,378 shares 10,378 $349K <0.01% +731 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,588 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares 1,425 $348K <0.01% 0 Timeline CGCB 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: 20,256 shares; 2025Q1: 42,971 shares; 2025Q2: 21,382 shares; 2025Q3: 13,016 shares 13,016 $346K <0.01% -8,366 Timeline CEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,375 shares 8,375 $341K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,322 shares; 2024Q4: 6,579 shares; 2025Q1: 6,827 shares; 2025Q2: 9,231 shares; 2025Q3: 6,336 shares 6,336 $338K <0.01% -2,895 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,153 shares 12,153 $337K <0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,096 shares; 2025Q1: 3,147 shares; 2025Q2: 3,186 shares; 2025Q3: 3,227 shares 3,227 $337K <0.01% +41 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,342 shares; 2024Q4: 85,927 shares; 2025Q1: 75,993 shares; 2025Q2: 4,970 shares; 2025Q3: 4,986 shares 4,986 $337K <0.01% +16 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,530 shares; 2024Q4: 15,504 shares; 2025Q1: 13,008 shares; 2025Q2: 12,286 shares; 2025Q3: 9,896 shares 9,896 $335K <0.01% -2,390 Timeline ZJUN 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: 12,465 shares; 2025Q3: 12,618 shares 12,618 $334K <0.01% +153 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,230 shares 8,230 $334K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,061 shares; 2025Q1: 4,062 shares; 2025Q2: 4,072 shares; 2025Q3: 4,088 shares 4,088 $334K <0.01% +16 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,329 shares 2,329 $333K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,830 shares; 2025Q1: 1,735 shares; 2025Q2: 1,831 shares; 2025Q3: 953 shares 953 $330K <0.01% -878 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,355 shares; 2024Q4: 12,130 shares; 2025Q1: 13,011 shares; 2025Q2: 12,307 shares; 2025Q3: 11,343 shares 11,343 $328K <0.01% -964 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,062 shares; 2025Q1: 2,160 shares; 2025Q2: 2,407 shares; 2025Q3: 2,421 shares 2,421 $328K <0.01% +14 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,367 shares 6,367 $326K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 302 shares 302 $325K <0.01% +35 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 7,221 shares; 2025Q1: 7,417 shares; 2025Q2: 6,985 shares; 2025Q3: 6,991 shares 6,991 $324K <0.01% +6 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,232 shares; 2025Q3: 6,533 shares 6,533 $323K <0.01% +1,301 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,021 shares; 2025Q1: not reported; 2025Q2: 9,101 shares; 2025Q3: 8,775 shares 8,775 $322K <0.01% -326 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,866 shares; 2025Q1: 4,017 shares; 2025Q2: 4,817 shares; 2025Q3: 5,056 shares 5,056 $321K <0.01% +239 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 11,715 shares; 2025Q1: 11,715 shares; 2025Q2: 11,715 shares; 2025Q3: 11,715 shares 11,715 $321K <0.01% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,009 shares 10,009 $319K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 2,353 shares 2,353 $319K <0.01% +362 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,297 shares 6,297 $319K <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,206 shares; 2025Q1: 4,120 shares; 2025Q2: 3,584 shares; 2025Q3: 3,592 shares 3,592 $318K <0.01% +8 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 952 shares; 2025Q1: 1,143 shares; 2025Q2: 1,319 shares; 2025Q3: 1,184 shares 1,184 $316K <0.01% -135 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: not reported; 2025Q1: 9,092 shares; 2025Q2: 9,336 shares; 2025Q3: 7,601 shares 7,601 $316K <0.01% -1,735 Timeline PDP 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: 2,889 shares; 2024Q4: 2,820 shares; 2025Q1: 2,645 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares 2,674 $316K <0.01% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,390 shares; 2024Q4: 21,570 shares; 2025Q1: 17,797 shares; 2025Q2: not reported; 2025Q3: 4,439 shares 4,439 $316K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,639 shares; 2024Q4: 35,279 shares; 2025Q1: 10,155 shares; 2025Q2: 9,320 shares; 2025Q3: 8,040 shares 8,040 $315K <0.01% -1,280 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 6,250 shares; 2025Q1: 5,678 shares; 2025Q2: 7,124 shares; 2025Q3: 6,968 shares 6,968 $315K <0.01% -156 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 11,560 shares; 2025Q1: 13,375 shares; 2025Q2: 11,512 shares; 2025Q3: 11,663 shares 11,663 $314K <0.01% +151 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,142 shares; 2025Q3: 5,083 shares 5,083 $313K <0.01% +941 Timeline KAUG 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: 15,957 shares; 2024Q4: 14,858 shares; 2025Q1: 13,441 shares; 2025Q2: 12,209 shares; 2025Q3: 12,020 shares 12,020 $312K <0.01% -189 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 482,860 shares; 2025Q1: 529,915 shares; 2025Q2: 20,693 shares; 2025Q3: 6,451 shares 6,451 $312K <0.01% -14,242 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,934 shares; 2025Q2: not reported; 2025Q3: 6,502 shares 6,502 $312K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 962 shares; 2025Q1: 1,186 shares; 2025Q2: 1,293 shares; 2025Q3: 1,037 shares 1,037 $309K <0.01% -256 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,143 shares; 2024Q4: 78,429 shares; 2025Q1: 76,789 shares; 2025Q2: 7,543 shares; 2025Q3: 7,386 shares 7,386 $307K <0.01% -157 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,788 shares; 2025Q3: 8,055 shares 8,055 $306K <0.01% +267 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 2,051 shares; 2025Q1: 2,146 shares; 2025Q2: 2,279 shares; 2025Q3: 2,354 shares 2,354 $305K <0.01% +75 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,381 shares; 2025Q1: 3,751 shares; 2025Q2: 4,078 shares; 2025Q3: 4,242 shares 4,242 $303K <0.01% +164 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,931 shares; 2025Q3: 6,035 shares 6,035 $303K <0.01% +104 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,894 shares; 2025Q3: 9,940 shares 9,940 $302K <0.01% +3,046 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares 1,084 $301K <0.01% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,819 shares 5,819 $301K <0.01% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,159 shares; 2024Q4: 8,204 shares; 2025Q1: 6,740 shares; 2025Q2: 6,189 shares; 2025Q3: 5,709 shares 5,709 $301K <0.01% -480 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,293 shares 10,293 $300K <0.01% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 609 shares; 2025Q2: 688 shares; 2025Q3: 621 shares 621 $300K <0.01% -67 HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,226 shares; 2024Q4: 34,822 shares; 2025Q1: 8,031 shares; 2025Q2: 7,531 shares; 2025Q3: 7,107 shares 7,107 $299K <0.01% -424 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,906 shares; 2025Q1: 5,348 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares 5,348 $298K <0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 6,865 shares; 2025Q1: 3,452 shares; 2025Q2: 3,708 shares; 2025Q3: 3,834 shares 3,834 $298K <0.01% +126 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 991 shares; 2025Q1: 1,037 shares; 2025Q2: 1,018 shares; 2025Q3: 1,030 shares 1,030 $297K <0.01% +12 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 9,421 shares; 2025Q1: 8,013 shares; 2025Q2: 8,711 shares; 2025Q3: 8,588 shares 8,588 $296K <0.01% -123 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,410 shares; 2024Q4: 5,726 shares; 2025Q1: 4,992 shares; 2025Q2: 4,657 shares; 2025Q3: 4,589 shares 4,589 $295K <0.01% -68 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 3,717 shares; 2025Q1: 2,801 shares; 2025Q2: 2,964 shares; 2025Q3: 1,545 shares 1,545 $295K <0.01% -1,419 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,349 shares; 2025Q1: not reported; 2025Q2: 1,321 shares; 2025Q3: 1,333 shares 1,333 $294K <0.01% +12 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares 1,185 $292K <0.01% new Timeline FTRI 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: 19,212 shares 19,212 $292K <0.01% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 14,658 shares; 2025Q1: 10,914 shares; 2025Q2: 12,403 shares; 2025Q3: 11,563 shares 11,563 $290K <0.01% -840 Timeline IYK 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: 4,812 shares; 2024Q4: 5,248 shares; 2025Q1: 3,634 shares; 2025Q2: 4,714 shares; 2025Q3: 4,234 shares 4,234 $290K <0.01% -480 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,263 shares; 2025Q1: 1,317 shares; 2025Q2: 1,113 shares; 2025Q3: 999 shares 999 $289K <0.01% -114 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares 1,139 $288K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 6,746 shares; 2025Q1: 5,156 shares; 2025Q2: 4,963 shares; 2025Q3: 4,250 shares 4,250 $286K <0.01% -713 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,584 shares; 2025Q2: 10,345 shares; 2025Q3: 10,696 shares 10,696 $286K <0.01% +351 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 2,350 shares 2,350 $285K <0.01% +91 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares 1,890 $285K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares 2,523 $283K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,536 shares; 2025Q1: 2,659 shares; 2025Q2: 2,544 shares; 2025Q3: 2,961 shares 2,961 $283K <0.01% +417 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,830 shares; 2025Q1: 5,748 shares; 2025Q2: 5,692 shares; 2025Q3: 5,923 shares 5,923 $281K <0.01% +231 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,949 shares; 2025Q3: 7,799 shares 7,799 $281K <0.01% -3,150 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 903 shares; 2025Q3: 936 shares 936 $280K <0.01% +33 Timeline KBWD 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: 51,815 shares; 2024Q4: 46,706 shares; 2025Q1: 36,735 shares; 2025Q2: 30,419 shares; 2025Q3: 20,641 shares 20,641 $279K <0.01% -9,778 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,735 shares; 2024Q4: 11,282 shares; 2025Q1: 12,619 shares; 2025Q2: 9,317 shares; 2025Q3: 8,944 shares 8,944 $279K <0.01% -373 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,530 shares 5,530 $278K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,718 shares 1,718 $278K <0.01% +112 Timeline