FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,799 shares; 2024Q4: 186,109 shares; 2025Q1: 194,612 shares; 2025Q2: 422,559 shares; 2025Q3: 445,794 shares 445,794 $12.1M 0.03% +23,235 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,672 shares; 2024Q4: 404,449 shares; 2025Q1: 390,685 shares; 2025Q2: 254,000 shares; 2025Q3: 253,969 shares 253,969 $12.1M 0.03% -31 Timeline FSMD 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: 46,724 shares; 2024Q4: 156,605 shares; 2025Q1: 249,372 shares; 2025Q2: 256,896 shares; 2025Q3: 271,903 shares 271,903 $12M 0.03% +15,007 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: 36,574 shares; 2024Q4: 15,629 shares; 2025Q1: 54,769 shares; 2025Q2: 74,557 shares; 2025Q3: 113,478 shares 113,478 $11.9M 0.03% +38,921 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: 84,116 shares; 2024Q4: 87,736 shares; 2025Q1: 103,970 shares; 2025Q2: 93,303 shares; 2025Q3: 91,532 shares 91,532 $11.9M 0.03% -1,771 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,573 shares; 2024Q4: 180,018 shares; 2025Q1: 215,439 shares; 2025Q2: 195,411 shares; 2025Q3: 273,585 shares 273,585 $11.8M 0.03% +78,174 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,075 shares; 2024Q4: 846,848 shares; 2025Q1: 807,887 shares; 2025Q2: 591,707 shares; 2025Q3: 962,548 shares 962,548 $11.8M 0.03% +370,841 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: 44,200 shares; 2024Q4: 47,665 shares; 2025Q1: 69,958 shares; 2025Q2: 71,975 shares; 2025Q3: 95,180 shares 95,180 $11.8M 0.03% +23,205 Timeline CDC 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: 186,582 shares; 2024Q4: 218,365 shares; 2025Q1: 211,027 shares; 2025Q2: 170,500 shares; 2025Q3: 176,496 shares 176,496 $11.8M 0.03% +5,996 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,317 shares; 2024Q4: 99,806 shares; 2025Q1: 99,333 shares; 2025Q2: 100,558 shares; 2025Q3: 102,650 shares 102,650 $11.8M 0.03% +2,092 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: 172,820 shares; 2024Q4: 218,425 shares; 2025Q1: 321,994 shares; 2025Q2: 293,640 shares; 2025Q3: 307,638 shares 307,638 $11.7M 0.03% +13,998 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,757 shares; 2024Q4: 167,568 shares; 2025Q1: 96,032 shares; 2025Q2: 174,566 shares; 2025Q3: 166,701 shares 166,701 $11.7M 0.03% -7,865 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: 418,773 shares; 2024Q4: 406,845 shares; 2025Q1: 367,854 shares; 2025Q2: 360,297 shares; 2025Q3: 339,824 shares 339,824 $11.7M 0.03% -20,473 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: 41,119 shares; 2025Q1: 68,577 shares; 2025Q2: 105,852 shares; 2025Q3: 104,010 shares 104,010 $11.6M 0.03% -1,842 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,396 shares; 2024Q4: 18,064 shares; 2025Q1: 18,490 shares; 2025Q2: 20,573 shares; 2025Q3: 20,444 shares 20,444 $11.6M 0.03% -129 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,499 shares; 2024Q4: 14,865 shares; 2025Q1: 14,879 shares; 2025Q2: 15,251 shares; 2025Q3: 16,899 shares 16,899 $11.5M 0.03% +1,648 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: 86,924 shares; 2024Q4: 89,878 shares; 2025Q1: 100,856 shares; 2025Q2: 91,447 shares; 2025Q3: 87,502 shares 87,502 $11.5M 0.03% -3,945 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: 2,296 shares; 2024Q4: 2,255 shares; 2025Q1: 2,195 shares; 2025Q2: 2,278 shares; 2025Q3: 2,672 shares 2,672 $11.5M 0.03% +394 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: 462,902 shares; 2024Q4: 467,085 shares; 2025Q1: 498,115 shares; 2025Q2: 253,388 shares; 2025Q3: 248,336 shares 248,336 $11.4M 0.03% -5,052 Timeline IMCG 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: 121,356 shares; 2024Q4: 140,180 shares; 2025Q1: 144,821 shares; 2025Q2: 139,361 shares; 2025Q3: 137,852 shares 137,852 $11.4M 0.03% -1,509 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,889 shares; 2024Q4: 38,190 shares; 2025Q1: 40,839 shares; 2025Q2: 53,906 shares; 2025Q3: 47,144 shares 47,144 $11.3M 0.03% -6,762 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,674 shares; 2024Q4: 180,826 shares; 2025Q1: 171,640 shares; 2025Q2: 167,371 shares; 2025Q3: 167,383 shares 167,383 $11.2M 0.03% +12 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: 125,707 shares; 2024Q4: 126,879 shares; 2025Q1: 145,547 shares; 2025Q2: 192,941 shares; 2025Q3: 166,028 shares 166,028 $11.2M 0.03% -26,913 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,757 shares; 2025Q1: 5,135 shares; 2025Q2: 53,850 shares; 2025Q3: 166,325 shares 166,325 $11M 0.03% +112,475 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 51,610 shares; 2025Q1: 49,841 shares; 2025Q2: 48,267 shares; 2025Q3: 48,803 shares 48,803 $11M 0.03% +536 Timeline QGRO 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: 91,257 shares; 2024Q4: 62,967 shares; 2025Q1: 63,547 shares; 2025Q2: 85,618 shares; 2025Q3: 96,187 shares 96,187 $11M 0.03% +10,569 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,407 shares; 2025Q1: 132,265 shares; 2025Q2: 232,529 shares; 2025Q3: 283,497 shares 283,497 $11M 0.03% +50,968 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 195,274 shares 195,274 $11M 0.03% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,364 shares; 2024Q4: 62,296 shares; 2025Q1: 62,314 shares; 2025Q2: 64,427 shares; 2025Q3: 84,284 shares 84,284 $11M 0.03% +19,857 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: 422,688 shares; 2024Q4: 453,293 shares; 2025Q1: 483,728 shares; 2025Q2: 503,547 shares; 2025Q3: 928,329 shares 928,329 $11M 0.03% +424,782 Timeline JAVA 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: 31,497 shares; 2024Q4: 22,287 shares; 2025Q1: 100,834 shares; 2025Q2: 139,197 shares; 2025Q3: 158,103 shares 158,103 $10.9M 0.03% +18,906 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,778 shares; 2024Q4: 431,493 shares; 2025Q1: 369,865 shares; 2025Q2: 382,900 shares; 2025Q3: 418,602 shares 418,602 $10.9M 0.03% +35,702 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,171 shares; 2024Q4: 175,892 shares; 2025Q1: 212,951 shares; 2025Q2: 219,147 shares; 2025Q3: 228,818 shares 228,818 $10.8M 0.03% +9,671 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: 216,854 shares; 2024Q4: 241,366 shares; 2025Q1: 250,322 shares; 2025Q2: 313,981 shares; 2025Q3: 329,436 shares 329,436 $10.8M 0.03% +15,455 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,950 shares; 2025Q1: 4,609 shares; 2025Q2: 4,394 shares; 2025Q3: 4,618 shares 4,618 $10.8M 0.03% +224 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 20,646 shares; 2025Q1: 21,304 shares; 2025Q2: 21,101 shares; 2025Q3: 22,627 shares 22,627 $10.7M 0.03% +1,526 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,024 shares; 2024Q4: 300,843 shares; 2025Q1: 322,732 shares; 2025Q2: 200,291 shares; 2025Q3: 211,805 shares 211,805 $10.7M 0.03% +11,514 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,080 shares; 2024Q4: 109,895 shares; 2025Q1: 110,695 shares; 2025Q2: 117,116 shares; 2025Q3: 120,345 shares 120,345 $10.7M 0.03% +3,229 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 374,858 shares; 2025Q2: 414,493 shares; 2025Q3: 392,959 shares 392,959 $10.7M 0.03% -21,534 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: 199,174 shares; 2025Q1: 186,883 shares; 2025Q2: 191,992 shares; 2025Q3: 221,214 shares 221,214 $10.6M 0.03% +29,222 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,786 shares; 2024Q4: 66,493 shares; 2025Q1: 69,108 shares; 2025Q2: 87,274 shares; 2025Q3: 101,620 shares 101,620 $10.6M 0.03% +14,346 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: 67,486 shares; 2024Q4: 67,360 shares; 2025Q1: 69,425 shares; 2025Q2: 71,117 shares; 2025Q3: 62,240 shares 62,240 $10.6M 0.03% -8,877 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,754 shares; 2024Q4: 111,459 shares; 2025Q1: 119,952 shares; 2025Q2: 84,254 shares; 2025Q3: 87,724 shares 87,724 $10.5M 0.03% +3,470 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,915 shares; 2024Q4: 147,620 shares; 2025Q1: 213,840 shares; 2025Q2: 240,780 shares; 2025Q3: 260,815 shares 260,815 $10.5M 0.03% +20,035 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,215 shares; 2024Q4: 216,725 shares; 2025Q1: 216,534 shares; 2025Q2: 205,561 shares; 2025Q3: 201,212 shares 201,212 $10.5M 0.03% -4,349 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,165 shares; 2024Q4: 188,394 shares; 2025Q1: 117,063 shares; 2025Q2: 183,254 shares; 2025Q3: 162,166 shares 162,166 $10.5M 0.03% -21,088 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,504 shares; 2024Q4: 26,478 shares; 2025Q1: 39,017 shares; 2025Q2: 44,746 shares; 2025Q3: 44,744 shares 44,744 $10.5M 0.03% -2 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,472 shares; 2024Q4: 104,910 shares; 2025Q1: 109,720 shares; 2025Q2: 95,437 shares; 2025Q3: 74,279 shares 74,279 $10.5M 0.03% -21,158 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: 72,206 shares; 2024Q4: 71,032 shares; 2025Q1: 78,539 shares; 2025Q2: 77,609 shares; 2025Q3: 77,051 shares 77,051 $10.4M 0.03% -558 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,619 shares; 2024Q4: 26,552 shares; 2025Q1: 23,020 shares; 2025Q2: 29,951 shares; 2025Q3: 29,583 shares 29,583 $10.4M 0.03% -368 Timeline IVOO 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: 100,428 shares; 2024Q4: 103,343 shares; 2025Q1: 102,430 shares; 2025Q2: 106,816 shares; 2025Q3: 94,126 shares 94,126 $10.4M 0.03% -12,690 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: 86,949 shares; 2024Q4: 94,001 shares; 2025Q1: 98,554 shares; 2025Q2: 114,882 shares; 2025Q3: 115,542 shares 115,542 $10.4M 0.03% +660 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,417 shares; 2024Q4: 157,467 shares; 2025Q1: 158,072 shares; 2025Q2: 182,055 shares; 2025Q3: 180,890 shares 180,890 $10.3M 0.03% -1,165 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,775 shares; 2024Q4: 57,493 shares; 2025Q1: 49,450 shares; 2025Q2: 48,893 shares; 2025Q3: 92,895 shares 92,895 $10.3M 0.03% +44,002 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,565 shares; 2024Q4: 27,294 shares; 2025Q1: 21,604 shares; 2025Q2: 22,042 shares; 2025Q3: 24,709 shares 24,709 $10.2M 0.03% +2,667 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,890 shares; 2024Q4: 496,026 shares; 2025Q1: 459,951 shares; 2025Q2: 465,205 shares; 2025Q3: 487,593 shares 487,593 $10.2M 0.03% +22,388 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: 55,850 shares; 2024Q4: 51,841 shares; 2025Q1: 50,389 shares; 2025Q2: 50,716 shares; 2025Q3: 43,142 shares 43,142 $10.2M 0.03% -7,574 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,426 shares; 2024Q4: 102,123 shares; 2025Q1: 259,575 shares; 2025Q2: 88,525 shares; 2025Q3: 86,905 shares 86,905 $10.2M 0.03% -1,620 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: 41,019 shares; 2024Q4: 43,811 shares; 2025Q1: 43,619 shares; 2025Q2: 36,593 shares; 2025Q3: 37,213 shares 37,213 $10.1M 0.03% +620 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: 262,972 shares; 2024Q4: 289,341 shares; 2025Q1: 296,732 shares; 2025Q2: 297,716 shares; 2025Q3: 303,971 shares 303,971 $10.1M 0.03% +6,255 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,745 shares; 2024Q4: 850,437 shares; 2025Q1: 880,394 shares; 2025Q2: 228,842 shares; 2025Q3: 270,920 shares 270,920 $10.1M 0.03% +42,078 Timeline ICOW 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: 176,908 shares; 2024Q4: 124,176 shares; 2025Q1: 99,234 shares; 2025Q2: 201,322 shares; 2025Q3: 276,657 shares 276,657 $10.1M 0.03% +75,335 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: 266,170 shares; 2024Q4: 281,732 shares; 2025Q1: 295,424 shares; 2025Q2: 299,078 shares; 2025Q3: 312,581 shares 312,581 $10M 0.03% +13,503 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: 121,978 shares; 2024Q4: 143,844 shares; 2025Q1: 199,048 shares; 2025Q2: 241,240 shares; 2025Q3: 384,686 shares 384,686 $9.99M 0.03% +143,446 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,738 shares; 2024Q4: 137,485 shares; 2025Q1: 100,385 shares; 2025Q2: 87,016 shares; 2025Q3: 88,892 shares 88,892 $9.99M 0.03% +1,876 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,939 shares; 2024Q4: 48,376 shares; 2025Q1: 48,762 shares; 2025Q2: 50,189 shares; 2025Q3: 46,502 shares 46,502 $9.98M 0.03% -3,687 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,726 shares; 2024Q4: 152,209 shares; 2025Q1: 153,497 shares; 2025Q2: 139,518 shares; 2025Q3: 147,488 shares 147,488 $9.97M 0.03% +7,970 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: 53,368 shares; 2024Q4: 51,539 shares; 2025Q1: 50,778 shares; 2025Q2: 50,061 shares; 2025Q3: 40,382 shares 40,382 $9.96M 0.03% -9,679 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: 46,830 shares; 2024Q4: 42,251 shares; 2025Q1: 39,587 shares; 2025Q2: 39,183 shares; 2025Q3: 40,530 shares 40,530 $9.96M 0.03% +1,347 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: 102,378 shares; 2024Q4: 106,724 shares; 2025Q1: 112,137 shares; 2025Q2: 114,841 shares; 2025Q3: 120,885 shares 120,885 $9.96M 0.03% +6,044 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420,789 shares; 2024Q4: 1,144,956 shares; 2025Q1: 1,276,221 shares; 2025Q2: 232,003 shares; 2025Q3: 197,976 shares 197,976 $9.95M 0.03% -34,027 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,841 shares; 2024Q4: 279,480 shares; 2025Q1: 383,249 shares; 2025Q2: 383,130 shares; 2025Q3: 393,077 shares 393,077 $9.87M 0.03% +9,947 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,670 shares; 2024Q4: 199,819 shares; 2025Q1: 195,935 shares; 2025Q2: 218,269 shares; 2025Q3: 226,360 shares 226,360 $9.83M 0.03% +8,091 Timeline PKW 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: 44,621 shares; 2024Q4: 44,209 shares; 2025Q1: 43,888 shares; 2025Q2: 68,399 shares; 2025Q3: 73,905 shares 73,905 $9.79M 0.03% +5,506 Timeline JIVE 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: 3,752 shares; 2025Q2: 32,131 shares; 2025Q3: 129,787 shares 129,787 $9.79M 0.03% +97,656 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,746 shares; 2024Q4: 106,556 shares; 2025Q1: 144,155 shares; 2025Q2: 171,349 shares; 2025Q3: 189,938 shares 189,938 $9.78M 0.03% +18,589 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,176 shares; 2024Q4: 42,420 shares; 2025Q1: 52,413 shares; 2025Q2: 55,141 shares; 2025Q3: 56,346 shares 56,346 $9.74M 0.03% +1,205 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,212 shares; 2024Q4: 194,247 shares; 2025Q1: 214,169 shares; 2025Q2: 202,522 shares; 2025Q3: 196,548 shares 196,548 $9.72M 0.03% -5,974 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,791 shares; 2024Q4: 78,888 shares; 2025Q1: 92,643 shares; 2025Q2: 90,573 shares; 2025Q3: 95,817 shares 95,817 $9.63M 0.03% +5,244 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: 80,350 shares; 2024Q4: 86,320 shares; 2025Q1: 77,362 shares; 2025Q2: 79,450 shares; 2025Q3: 74,690 shares 74,690 $9.63M 0.03% -4,760 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: 137,347 shares; 2024Q4: 139,042 shares; 2025Q1: 137,941 shares; 2025Q2: 139,179 shares; 2025Q3: 150,704 shares 150,704 $9.58M 0.03% +11,525 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: 36,716 shares; 2024Q4: 37,925 shares; 2025Q1: 36,922 shares; 2025Q2: 36,263 shares; 2025Q3: 36,626 shares 36,626 $9.54M 0.03% +363 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: 89,728 shares; 2024Q4: 86,838 shares; 2025Q1: 42,163 shares; 2025Q2: 53,327 shares; 2025Q3: 85,803 shares 85,803 $9.52M 0.03% +32,476 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: 80,932 shares; 2024Q4: 84,161 shares; 2025Q1: 86,617 shares; 2025Q2: 87,526 shares; 2025Q3: 86,267 shares 86,267 $9.48M 0.03% -1,259 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: 39,297 shares; 2024Q4: 40,320 shares; 2025Q1: 36,608 shares; 2025Q2: 36,546 shares; 2025Q3: 80,081 shares 80,081 $9.45M 0.03% +43,535 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,474 shares; 2024Q4: 88,999 shares; 2025Q1: 114,965 shares; 2025Q2: 119,170 shares; 2025Q3: 122,969 shares 122,969 $9.43M 0.03% +3,799 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,379 shares; 2024Q4: 404,263 shares; 2025Q1: 412,553 shares; 2025Q2: 379,198 shares; 2025Q3: 443,577 shares 443,577 $9.42M 0.03% +64,379 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: 246,608 shares; 2024Q4: 245,189 shares; 2025Q1: 251,757 shares; 2025Q2: 239,968 shares; 2025Q3: 161,668 shares 161,668 $9.41M 0.03% -78,300 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,524 shares; 2024Q4: 183,568 shares; 2025Q1: 236,706 shares; 2025Q2: 259,156 shares; 2025Q3: 267,371 shares 267,371 $9.4M 0.03% +8,215 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: 45,404 shares; 2024Q4: 59,359 shares; 2025Q1: 58,897 shares; 2025Q2: 60,332 shares; 2025Q3: 56,450 shares 56,450 $9.38M 0.03% -3,882 Timeline JPIE 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: 44,205 shares; 2024Q4: 39,508 shares; 2025Q1: 66,508 shares; 2025Q2: 115,004 shares; 2025Q3: 201,936 shares 201,936 $9.37M 0.03% +86,932 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,073 shares; 2024Q4: 87,328 shares; 2025Q1: 83,462 shares; 2025Q2: 121,428 shares; 2025Q3: 117,550 shares 117,550 $9.37M 0.03% -3,878 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: 186,935 shares; 2024Q4: 186,261 shares; 2025Q1: 220,088 shares; 2025Q2: 243,463 shares; 2025Q3: 264,022 shares 264,022 $9.35M 0.03% +20,559 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: 64,699 shares; 2024Q4: 67,720 shares; 2025Q1: 66,390 shares; 2025Q2: 54,643 shares; 2025Q3: 66,070 shares 66,070 $9.35M 0.03% +11,427 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,828 shares; 2024Q4: 118,031 shares; 2025Q1: 142,201 shares; 2025Q2: 87,390 shares; 2025Q3: 85,369 shares 85,369 $9.3M 0.03% -2,021 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: 27,586 shares; 2024Q4: 29,863 shares; 2025Q1: 28,472 shares; 2025Q2: 31,615 shares; 2025Q3: 32,074 shares 32,074 $9.24M 0.03% +459 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,740 shares; 2024Q4: 279,859 shares; 2025Q1: 241,798 shares; 2025Q2: 270,895 shares; 2025Q3: 356,825 shares 356,825 $9.21M 0.03% +85,930 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,359 shares; 2024Q4: 149,589 shares; 2025Q1: 158,825 shares; 2025Q2: 173,208 shares; 2025Q3: 204,425 shares 204,425 $9.2M 0.03% +31,217 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,937 shares; 2024Q4: 334,385 shares; 2025Q1: 357,520 shares; 2025Q2: 394,095 shares; 2025Q3: 479,182 shares 479,182 $9.18M 0.03% +85,087 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,193 shares; 2024Q4: 304,362 shares; 2025Q1: 431,187 shares; 2025Q2: 243,074 shares; 2025Q3: 308,478 shares 308,478 $9.17M 0.03% +65,404 Timeline BSCU 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: 375,350 shares; 2024Q4: 462,593 shares; 2025Q1: 493,966 shares; 2025Q2: 521,327 shares; 2025Q3: 541,911 shares 541,911 $9.16M 0.03% +20,584 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: 874,167 shares; 2024Q4: 918,584 shares; 2025Q1: 846,024 shares; 2025Q2: 805,910 shares; 2025Q3: 789,123 shares 789,123 $9.15M 0.03% -16,787 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: 10,174 shares; 2024Q4: 10,865 shares; 2025Q1: 10,052 shares; 2025Q2: 10,810 shares; 2025Q3: 12,731 shares 12,731 $9.14M 0.03% +1,921 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,267 shares; 2024Q4: 278,335 shares; 2025Q1: 278,358 shares; 2025Q2: 284,316 shares; 2025Q3: 291,709 shares 291,709 $9.1M 0.02% +7,393 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,881 shares; 2024Q4: 141,219 shares; 2025Q1: 113,856 shares; 2025Q2: 84,115 shares; 2025Q3: 97,295 shares 97,295 $9.08M 0.02% +13,180 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,013 shares; 2024Q4: 203,417 shares; 2025Q1: 189,110 shares; 2025Q2: 181,833 shares; 2025Q3: 188,558 shares 188,558 $9.06M 0.02% +6,725 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,209 shares; 2024Q4: 160,496 shares; 2025Q1: 162,628 shares; 2025Q2: 163,180 shares; 2025Q3: 160,064 shares 160,064 $9.06M 0.02% -3,116 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,123 shares; 2024Q4: 42,493 shares; 2025Q1: 49,679 shares; 2025Q2: 46,183 shares; 2025Q3: 47,917 shares 47,917 $9.05M 0.02% +1,734 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 56,756 shares; 2025Q1: 56,221 shares; 2025Q2: 61,873 shares; 2025Q3: 62,594 shares 62,594 $9.03M 0.02% +721 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,840 shares; 2024Q4: 135,606 shares; 2025Q1: 143,226 shares; 2025Q2: 122,656 shares; 2025Q3: 182,386 shares 182,386 $9.01M 0.02% +59,730 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,120 shares; 2024Q4: 250,257 shares; 2025Q1: 294,858 shares; 2025Q2: 306,177 shares; 2025Q3: 256,871 shares 256,871 $9.01M 0.02% -49,306 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,275 shares; 2024Q4: 21,595 shares; 2025Q1: 19,411 shares; 2025Q2: 18,978 shares; 2025Q3: 19,643 shares 19,643 $8.98M 0.02% +665 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 29,582 shares; 2025Q1: 106,035 shares; 2025Q2: 116,289 shares; 2025Q3: 165,736 shares 165,736 $8.98M 0.02% +49,447 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,506 shares; 2024Q4: 88,935 shares; 2025Q1: 84,263 shares; 2025Q2: 77,465 shares; 2025Q3: 80,020 shares 80,020 $8.97M 0.02% +2,555 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,855 shares; 2024Q4: 136,449 shares; 2025Q1: 137,177 shares; 2025Q2: 131,809 shares; 2025Q3: 122,594 shares 122,594 $8.95M 0.02% -9,215 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,839 shares; 2024Q4: 60,824 shares; 2025Q1: 61,948 shares; 2025Q2: 64,889 shares; 2025Q3: 68,863 shares 68,863 $8.93M 0.02% +3,974 Timeline BBHY 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: 317,219 shares; 2024Q4: 279,210 shares; 2025Q1: 312,551 shares; 2025Q2: 183,166 shares; 2025Q3: 189,763 shares 189,763 $8.92M 0.02% +6,597 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 31,531 shares; 2025Q3: 65,149 shares 65,149 $8.92M 0.02% +33,618 Timeline QUS 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: 23,369 shares; 2024Q4: 29,351 shares; 2025Q1: 52,232 shares; 2025Q2: 69,858 shares; 2025Q3: 52,017 shares 52,017 $8.9M 0.02% -17,841 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,473 shares; 2024Q4: 125,013 shares; 2025Q1: 140,973 shares; 2025Q2: 141,166 shares; 2025Q3: 140,311 shares 140,311 $8.89M 0.02% -855 Timeline EMLP 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: 169,494 shares; 2024Q4: 199,821 shares; 2025Q1: 281,546 shares; 2025Q2: 248,446 shares; 2025Q3: 231,816 shares 231,816 $8.88M 0.02% -16,630 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 18,917 shares; 2025Q1: 99,916 shares; 2025Q2: 94,327 shares; 2025Q3: 167,015 shares 167,015 $8.87M 0.02% +72,688 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,301 shares; 2024Q4: 139,008 shares; 2025Q1: 141,921 shares; 2025Q2: 137,890 shares; 2025Q3: 129,195 shares 129,195 $8.87M 0.02% -8,695 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,102 shares; 2024Q4: 71,397 shares; 2025Q1: 216,978 shares; 2025Q2: 255,294 shares; 2025Q3: 262,116 shares 262,116 $8.84M 0.02% +6,822 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: 83,206 shares; 2024Q4: 85,910 shares; 2025Q1: 69,568 shares; 2025Q2: 71,137 shares; 2025Q3: 70,164 shares 70,164 $8.84M 0.02% -973 Timeline JSML 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: 34,508 shares; 2024Q4: 98,771 shares; 2025Q1: 121,990 shares; 2025Q2: 112,932 shares; 2025Q3: 117,830 shares 117,830 $8.81M 0.02% +4,898 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,369 shares; 2024Q4: 111,269 shares; 2025Q1: 122,092 shares; 2025Q2: 121,664 shares; 2025Q3: 126,251 shares 126,251 $8.8M 0.02% +4,587 Timeline SCZ 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: 64,183 shares; 2024Q4: 108,695 shares; 2025Q1: 116,522 shares; 2025Q2: 290,122 shares; 2025Q3: 114,534 shares 114,534 $8.79M 0.02% -175,588 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: 31,251 shares; 2024Q4: 30,403 shares; 2025Q1: 33,304 shares; 2025Q2: 28,968 shares; 2025Q3: 27,118 shares 27,118 $8.76M 0.02% -1,850 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,448 shares; 2024Q4: 112,157 shares; 2025Q1: 160,094 shares; 2025Q2: 123,930 shares; 2025Q3: 142,448 shares 142,448 $8.76M 0.02% +18,518 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: 143,835 shares; 2024Q4: 128,690 shares; 2025Q1: 126,747 shares; 2025Q2: 129,953 shares; 2025Q3: 122,132 shares 122,132 $8.74M 0.02% -7,821 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,644 shares; 2024Q4: 370,806 shares; 2025Q1: 374,408 shares; 2025Q2: 376,982 shares; 2025Q3: 388,916 shares 388,916 $8.66M 0.02% +11,934 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: 146,003 shares; 2024Q4: 142,750 shares; 2025Q1: 137,429 shares; 2025Q2: 138,083 shares; 2025Q3: 137,988 shares 137,988 $8.62M 0.02% -95 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,237 shares; 2024Q4: 227,470 shares; 2025Q1: 244,767 shares; 2025Q2: 255,778 shares; 2025Q3: 263,647 shares 263,647 $8.6M 0.02% +7,869 Timeline PTMC 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: 272,429 shares; 2024Q4: 265,262 shares; 2025Q1: 267,608 shares; 2025Q2: 217,067 shares; 2025Q3: 239,872 shares 239,872 $8.59M 0.02% +22,805 Timeline VIGI 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: 57,340 shares; 2024Q4: 61,816 shares; 2025Q1: 62,916 shares; 2025Q2: 91,349 shares; 2025Q3: 95,842 shares 95,842 $8.59M 0.02% +4,493 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: 186,757 shares; 2024Q4: 173,268 shares; 2025Q1: 165,425 shares; 2025Q2: 147,483 shares; 2025Q3: 142,662 shares 142,662 $8.57M 0.02% -4,821 Timeline DFCF 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: 184,869 shares; 2024Q4: 200,738 shares; 2025Q1: 195,108 shares; 2025Q2: 194,590 shares; 2025Q3: 199,655 shares 199,655 $8.54M 0.02% +5,065 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,077 shares; 2024Q4: 101,327 shares; 2025Q1: 102,318 shares; 2025Q2: 85,189 shares; 2025Q3: 83,703 shares 83,703 $8.47M 0.02% -1,486 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: 27,225 shares; 2024Q4: 19,593 shares; 2025Q1: 20,557 shares; 2025Q2: 25,920 shares; 2025Q3: 34,330 shares 34,330 $8.46M 0.02% +8,410 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,855 shares; 2024Q4: 174,418 shares; 2025Q1: 169,918 shares; 2025Q2: 169,334 shares; 2025Q3: 172,260 shares 172,260 $8.42M 0.02% +2,926 Timeline GVI 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: 21,180 shares; 2024Q4: 29,101 shares; 2025Q1: 85,057 shares; 2025Q2: 82,406 shares; 2025Q3: 78,329 shares 78,329 $8.41M 0.02% -4,077 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,470 shares; 2025Q2: 219,643 shares; 2025Q3: 225,317 shares 225,317 $8.4M 0.02% +5,674 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: 29,247 shares; 2024Q4: 28,846 shares; 2025Q1: 32,335 shares; 2025Q2: 32,409 shares; 2025Q3: 30,580 shares 30,580 $8.38M 0.02% -1,829 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,882 shares; 2024Q4: 131,692 shares; 2025Q1: 142,632 shares; 2025Q2: 127,939 shares; 2025Q3: 124,750 shares 124,750 $8.34M 0.02% -3,189 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 36,424 shares; 2025Q1: 34,834 shares; 2025Q2: 133,162 shares; 2025Q3: 198,995 shares 198,995 $8.34M 0.02% +65,833 Timeline ILCV 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: 85,976 shares; 2024Q4: 85,486 shares; 2025Q1: 86,471 shares; 2025Q2: 88,532 shares; 2025Q3: 92,627 shares 92,627 $8.34M 0.02% +4,095 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: 68,712 shares; 2024Q4: 69,230 shares; 2025Q1: 67,580 shares; 2025Q2: 58,051 shares; 2025Q3: 57,650 shares 57,650 $8.32M 0.02% -401 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,190 shares; 2024Q4: 49,550 shares; 2025Q1: 41,488 shares; 2025Q2: 49,107 shares; 2025Q3: 49,288 shares 49,288 $8.31M 0.02% +181 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: 245,968 shares; 2024Q4: 187,671 shares; 2025Q1: 160,726 shares; 2025Q2: 207,969 shares; 2025Q3: 149,628 shares 149,628 $8.3M 0.02% -58,341 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,394 shares; 2024Q4: 443,919 shares; 2025Q1: 463,512 shares; 2025Q2: 285,452 shares; 2025Q3: 274,118 shares 274,118 $8.3M 0.02% -11,334 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,516 shares; 2024Q4: 41,520 shares; 2025Q1: 85,766 shares; 2025Q2: 56,969 shares; 2025Q3: 67,133 shares 67,133 $8.28M 0.02% +10,164 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,636 shares; 2024Q4: 141,187 shares; 2025Q1: 167,515 shares; 2025Q2: 140,675 shares; 2025Q3: 138,548 shares 138,548 $8.28M 0.02% -2,127 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: 254,901 shares; 2025Q1: 266,550 shares; 2025Q2: 282,412 shares; 2025Q3: 295,763 shares 295,763 $8.27M 0.02% +13,351 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,558 shares; 2024Q4: 102,497 shares; 2025Q1: 104,725 shares; 2025Q2: 104,186 shares; 2025Q3: 79,547 shares 79,547 $8.25M 0.02% -24,639 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: 9,874 shares; 2025Q2: 30,036 shares; 2025Q3: 73,410 shares 73,410 $8.24M 0.02% +43,374 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: 63,771 shares; 2024Q4: 90,003 shares; 2025Q1: 95,446 shares; 2025Q2: 126,323 shares; 2025Q3: 132,371 shares 132,371 $8.24M 0.02% +6,048 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,395 shares; 2024Q4: 75,968 shares; 2025Q1: 78,393 shares; 2025Q2: 82,285 shares; 2025Q3: 87,804 shares 87,804 $8.24M 0.02% +5,519 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: 194,997 shares; 2024Q4: 308,670 shares; 2025Q1: 438,649 shares; 2025Q2: 339,361 shares; 2025Q3: 295,858 shares 295,858 $8.22M 0.02% -43,503 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,881 shares; 2024Q4: 170,753 shares; 2025Q1: 200,704 shares; 2025Q2: 184,590 shares; 2025Q3: 162,704 shares 162,704 $8.22M 0.02% -21,886 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,120 shares; 2024Q4: 153,128 shares; 2025Q1: 148,412 shares; 2025Q2: 152,072 shares; 2025Q3: 179,948 shares 179,948 $8.21M 0.02% +27,876 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: 187,877 shares; 2024Q4: 185,208 shares; 2025Q1: 192,936 shares; 2025Q2: 225,480 shares; 2025Q3: 181,763 shares 181,763 $8.19M 0.02% -43,717 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 55,608 shares; 2025Q1: 115,054 shares; 2025Q2: 93,664 shares; 2025Q3: 83,474 shares 83,474 $8.18M 0.02% -10,190 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,730 shares; 2024Q4: 435,880 shares; 2025Q1: 1,489,201 shares; 2025Q2: 315,742 shares; 2025Q3: 608,746 shares 608,746 $8.18M 0.02% +293,004 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,306 shares; 2024Q4: 73,968 shares; 2025Q1: 67,512 shares; 2025Q2: 65,425 shares; 2025Q3: 71,298 shares 71,298 $8.16M 0.02% +5,873 Timeline ONEY 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: 9,379 shares; 2024Q4: 48,394 shares; 2025Q1: 63,599 shares; 2025Q2: 65,856 shares; 2025Q3: 71,940 shares 71,940 $8.14M 0.02% +6,084 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,427 shares; 2024Q4: 150,450 shares; 2025Q1: 132,110 shares; 2025Q2: 132,219 shares; 2025Q3: 170,549 shares 170,549 $8.12M 0.02% +38,330 Timeline IBDV 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: 249,604 shares; 2024Q4: 277,452 shares; 2025Q1: 326,034 shares; 2025Q2: 356,151 shares; 2025Q3: 365,730 shares 365,730 $8.1M 0.02% +9,579 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,124 shares; 2024Q4: 220,040 shares; 2025Q1: 231,503 shares; 2025Q2: 240,634 shares; 2025Q3: 206,084 shares 206,084 $8.09M 0.02% -34,550 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: 265,531 shares; 2024Q4: 265,616 shares; 2025Q1: 225,243 shares; 2025Q2: 213,235 shares; 2025Q3: 206,055 shares 206,055 $8.07M 0.02% -7,180 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: 150,230 shares; 2024Q4: 68,909 shares; 2025Q1: 84,092 shares; 2025Q2: 86,142 shares; 2025Q3: 195,126 shares 195,126 $8.06M 0.02% +108,984 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: 216,797 shares; 2024Q4: 197,205 shares; 2025Q1: 166,893 shares; 2025Q2: 182,076 shares; 2025Q3: 160,298 shares 160,298 $8.01M 0.02% -21,778 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,158 shares; 2024Q4: 50,328 shares; 2025Q1: 53,889 shares; 2025Q2: 101,603 shares; 2025Q3: 158,781 shares 158,781 $8.01M 0.02% +57,178 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,823 shares; 2024Q4: 56,806 shares; 2025Q1: 54,219 shares; 2025Q2: 73,148 shares; 2025Q3: 75,026 shares 75,026 $8.01M 0.02% +1,878 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,058 shares; 2024Q4: 252,337 shares; 2025Q1: 188,631 shares; 2025Q2: 121,677 shares; 2025Q3: 160,670 shares 160,670 $8.01M 0.02% +38,993 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: 35,005 shares; 2024Q4: 62,578 shares; 2025Q1: 78,470 shares; 2025Q2: 78,496 shares; 2025Q3: 85,919 shares 85,919 $8.01M 0.02% +7,423 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 19,096 shares; 2025Q1: 17,961 shares; 2025Q2: 21,361 shares; 2025Q3: 21,124 shares 21,124 $8.01M 0.02% -237 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,775 shares; 2024Q4: 90,492 shares; 2025Q1: 109,395 shares; 2025Q2: 103,510 shares; 2025Q3: 72,116 shares 72,116 $7.97M 0.02% -31,394 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,903 shares; 2024Q4: 403,947 shares; 2025Q1: 464,721 shares; 2025Q2: 376,921 shares; 2025Q3: 380,967 shares 380,967 $7.97M 0.02% +4,046 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,366 shares; 2024Q4: 471,340 shares; 2025Q1: 534,013 shares; 2025Q2: 425,394 shares; 2025Q3: 413,729 shares 413,729 $7.95M 0.02% -11,665 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,985 shares; 2024Q4: 54,383 shares; 2025Q1: 53,435 shares; 2025Q2: 58,477 shares; 2025Q3: 62,251 shares 62,251 $7.89M 0.02% +3,774 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: 103,534 shares; 2024Q4: 96,271 shares; 2025Q1: 97,336 shares; 2025Q2: 92,157 shares; 2025Q3: 97,606 shares 97,606 $7.87M 0.02% +5,449 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: 566,510 shares; 2024Q4: 440,382 shares; 2025Q1: 394,236 shares; 2025Q2: 333,592 shares; 2025Q3: 311,581 shares 311,581 $7.82M 0.02% -22,011 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,972 shares; 2024Q4: 98,849 shares; 2025Q1: 77,651 shares; 2025Q2: 104,666 shares; 2025Q3: 81,497 shares 81,497 $7.82M 0.02% -23,169 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: 8,750 shares; 2024Q4: 7,364 shares; 2025Q1: 8,543 shares; 2025Q2: 10,585 shares; 2025Q3: 11,140 shares 11,140 $7.78M 0.02% +555 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,533 shares; 2024Q4: 546,195 shares; 2025Q1: 558,246 shares; 2025Q2: 567,331 shares; 2025Q3: 536,826 shares 536,826 $7.75M 0.02% -30,505 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: 196,461 shares; 2024Q4: 184,208 shares; 2025Q1: 189,765 shares; 2025Q2: 196,387 shares; 2025Q3: 197,403 shares 197,403 $7.74M 0.02% +1,016 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 15,309 shares; 2025Q1: 13,527 shares; 2025Q2: 27,241 shares; 2025Q3: 28,434 shares 28,434 $7.74M 0.02% +1,193 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,054 shares; 2024Q4: 551,708 shares; 2025Q1: 518,477 shares; 2025Q2: 459,694 shares; 2025Q3: 471,449 shares 471,449 $7.73M 0.02% +11,755 Timeline SPYX 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: 131,013 shares; 2024Q4: 138,277 shares; 2025Q1: 128,004 shares; 2025Q2: 125,644 shares; 2025Q3: 140,640 shares 140,640 $7.71M 0.02% +14,996 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: 13,112 shares; 2024Q4: 32,095 shares; 2025Q1: 64,565 shares; 2025Q2: 84,666 shares; 2025Q3: 73,560 shares 73,560 $7.71M 0.02% -11,106 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,897 shares; 2024Q4: 157,360 shares; 2025Q1: 161,163 shares; 2025Q2: 166,670 shares; 2025Q3: 169,075 shares 169,075 $7.71M 0.02% +2,405 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,987 shares; 2024Q4: 148,002 shares; 2025Q1: 177,643 shares; 2025Q2: 166,675 shares; 2025Q3: 172,864 shares 172,864 $7.71M 0.02% +6,189 Timeline FXU 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: 21,605 shares; 2024Q4: 21,273 shares; 2025Q1: 66,377 shares; 2025Q2: 340,578 shares; 2025Q3: 168,215 shares 168,215 $7.64M 0.02% -172,363 Timeline VIOV 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: 15,391 shares; 2024Q4: 62,660 shares; 2025Q1: 70,100 shares; 2025Q2: 71,452 shares; 2025Q3: 80,266 shares 80,266 $7.64M 0.02% +8,814 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: 158,939 shares; 2024Q4: 204,906 shares; 2025Q1: 239,198 shares; 2025Q2: 275,517 shares; 2025Q3: 264,291 shares 264,291 $7.64M 0.02% -11,226 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: 63,932 shares; 2024Q4: 72,412 shares; 2025Q1: 77,278 shares; 2025Q2: 75,210 shares; 2025Q3: 70,036 shares 70,036 $7.63M 0.02% -5,174 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,827 shares; 2024Q4: 32,217 shares; 2025Q1: 29,301 shares; 2025Q2: 37,853 shares; 2025Q3: 32,276 shares 32,276 $7.62M 0.02% -5,577 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: 124,582 shares; 2024Q4: 198,913 shares; 2025Q1: 111,556 shares; 2025Q2: 106,947 shares; 2025Q3: 90,390 shares 90,390 $7.6M 0.02% -16,557 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,370 shares; 2024Q4: 101,382 shares; 2025Q1: 79,480 shares; 2025Q2: 78,478 shares; 2025Q3: 84,607 shares 84,607 $7.58M 0.02% +6,129 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,455 shares; 2024Q4: 262,155 shares; 2025Q1: 212,548 shares; 2025Q2: 185,264 shares; 2025Q3: 179,757 shares 179,757 $7.57M 0.02% -5,507 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912,874 shares; 2024Q4: 905,919 shares; 2025Q1: 859,402 shares; 2025Q2: 902,203 shares; 2025Q3: 798,395 shares 798,395 $7.57M 0.02% -103,808 Timeline FXO 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: 106,645 shares; 2024Q4: 155,497 shares; 2025Q1: 134,070 shares; 2025Q2: 296,337 shares; 2025Q3: 127,103 shares 127,103 $7.55M 0.02% -169,234 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: 41,956 shares; 2024Q4: 40,103 shares; 2025Q1: 42,998 shares; 2025Q2: 43,285 shares; 2025Q3: 39,172 shares 39,172 $7.53M 0.02% -4,113 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,976 shares; 2024Q4: 128,058 shares; 2025Q1: 71,779 shares; 2025Q2: 72,537 shares; 2025Q3: 76,982 shares 76,982 $7.53M 0.02% +4,445 Timeline RPG 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: 133,456 shares; 2024Q4: 160,305 shares; 2025Q1: 180,818 shares; 2025Q2: 161,314 shares; 2025Q3: 156,509 shares 156,509 $7.47M 0.02% -4,805 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,186 shares; 2024Q4: 48,552 shares; 2025Q1: 45,592 shares; 2025Q2: 48,514 shares; 2025Q3: 190,668 shares 190,668 $7.42M 0.02% +142,154 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,550 shares; 2024Q4: 34,257 shares; 2025Q1: 32,607 shares; 2025Q2: 28,694 shares; 2025Q3: 30,091 shares 30,091 $7.41M 0.02% +1,397 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: 27,330 shares; 2024Q4: 30,067 shares; 2025Q1: 33,532 shares; 2025Q2: 33,430 shares; 2025Q3: 37,534 shares 37,534 $7.37M 0.02% +4,104 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,809 shares; 2024Q4: 48,313 shares; 2025Q1: 48,199 shares; 2025Q2: 53,930 shares; 2025Q3: 75,021 shares 75,021 $7.32M 0.02% +21,091 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,709 shares; 2024Q4: 76,061 shares; 2025Q1: 79,705 shares; 2025Q2: 83,538 shares; 2025Q3: 87,863 shares 87,863 $7.3M 0.02% +4,325 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: 870,658 shares; 2024Q4: 751,241 shares; 2025Q1: 733,789 shares; 2025Q2: 744,739 shares; 2025Q3: 728,466 shares 728,466 $7.29M 0.02% -16,273 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,721 shares; 2024Q4: 49,714 shares; 2025Q1: 45,510 shares; 2025Q2: 36,629 shares; 2025Q3: 36,763 shares 36,763 $7.29M 0.02% +134 Timeline BUFS 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: 93,969 shares; 2024Q4: 72,787 shares; 2025Q1: 198,953 shares; 2025Q2: 288,893 shares; 2025Q3: 324,373 shares 324,373 $7.29M 0.02% +35,480 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,203 shares; 2024Q4: 44,302 shares; 2025Q1: 42,989 shares; 2025Q2: 42,698 shares; 2025Q3: 43,372 shares 43,372 $7.29M 0.02% +674 Timeline JIG 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: 5,797 shares; 2024Q4: 6,097 shares; 2025Q1: 5,243 shares; 2025Q2: 4,423 shares; 2025Q3: 96,688 shares 96,688 $7.29M 0.02% +92,265 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: 49,164 shares; 2024Q4: 62,338 shares; 2025Q1: 99,673 shares; 2025Q2: 122,568 shares; 2025Q3: 134,450 shares 134,450 $7.27M 0.02% +11,882 Timeline RPV 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: 71,993 shares; 2024Q4: 72,933 shares; 2025Q1: 74,073 shares; 2025Q2: 75,208 shares; 2025Q3: 72,619 shares 72,619 $7.22M 0.02% -2,589 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: 24,491 shares; 2024Q4: 24,045 shares; 2025Q1: 26,725 shares; 2025Q2: 25,104 shares; 2025Q3: 25,778 shares 25,778 $7.2M 0.02% +674 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,867 shares; 2024Q4: 104,927 shares; 2025Q1: 58,465 shares; 2025Q2: 52,862 shares; 2025Q3: 56,101 shares 56,101 $7.19M 0.02% +3,239 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,580 shares; 2024Q4: 92,904 shares; 2025Q1: 94,994 shares; 2025Q2: 86,140 shares; 2025Q3: 82,795 shares 82,795 $7.19M 0.02% -3,345 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 56,623 shares; 2025Q1: 81,137 shares; 2025Q2: 206,895 shares; 2025Q3: 230,725 shares 230,725 $7.13M 0.02% +23,830 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,555 shares; 2024Q4: 88,168 shares; 2025Q1: 84,886 shares; 2025Q2: 86,555 shares; 2025Q3: 85,791 shares 85,791 $7.11M 0.02% -764 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,264 shares; 2024Q4: 86,943 shares; 2025Q1: 87,674 shares; 2025Q2: 91,707 shares; 2025Q3: 119,944 shares 119,944 $7.11M 0.02% +28,237 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: 33,290 shares; 2024Q4: 32,494 shares; 2025Q1: 38,483 shares; 2025Q2: 37,004 shares; 2025Q3: 34,608 shares 34,608 $7.1M 0.02% -2,396 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,578 shares; 2024Q4: 190,769 shares; 2025Q1: 206,252 shares; 2025Q2: 196,398 shares; 2025Q3: 168,930 shares 168,930 $7.1M 0.02% -27,468 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,661 shares; 2024Q4: 435,534 shares; 2025Q1: 454,333 shares; 2025Q2: 435,279 shares; 2025Q3: 490,924 shares 490,924 $7.09M 0.02% +55,645 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: 173,779 shares; 2024Q4: 145,085 shares; 2025Q1: 141,906 shares; 2025Q2: 119,669 shares; 2025Q3: 133,043 shares 133,043 $7.06M 0.02% +13,374 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,849 shares; 2024Q4: 112,017 shares; 2025Q1: 105,726 shares; 2025Q2: 104,930 shares; 2025Q3: 109,227 shares 109,227 $7.02M 0.02% +4,297 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,783 shares; 2025Q1: 21,730 shares; 2025Q2: 43,933 shares; 2025Q3: 48,185 shares 48,185 $7.02M 0.02% +4,252 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: 202,316 shares; 2024Q4: 148,833 shares; 2025Q1: 69,141 shares; 2025Q2: 132,587 shares; 2025Q3: 134,204 shares 134,204 $6.99M 0.02% +1,617 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,960 shares; 2024Q4: 54,927 shares; 2025Q1: 56,380 shares; 2025Q2: 53,200 shares; 2025Q3: 55,469 shares 55,469 $6.96M 0.02% +2,269 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,425 shares; 2024Q4: 231,316 shares; 2025Q1: 209,260 shares; 2025Q2: 184,462 shares; 2025Q3: 165,360 shares 165,360 $6.95M 0.02% -19,102 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,986 shares; 2024Q4: 338,949 shares; 2025Q1: 367,519 shares; 2025Q2: 346,906 shares; 2025Q3: 343,529 shares 343,529 $6.94M 0.02% -3,377 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: 48,469 shares; 2024Q4: 44,357 shares; 2025Q1: 45,452 shares; 2025Q2: 33,353 shares; 2025Q3: 40,960 shares 40,960 $6.94M 0.02% +7,607 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: 61,373 shares; 2024Q4: 66,046 shares; 2025Q1: 70,370 shares; 2025Q2: 75,178 shares; 2025Q3: 78,570 shares 78,570 $6.91M 0.02% +3,392 Timeline SPYD 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: 117,721 shares; 2024Q4: 126,983 shares; 2025Q1: 136,532 shares; 2025Q2: 146,741 shares; 2025Q3: 156,880 shares 156,880 $6.9M 0.02% +10,139 Timeline VCRB 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: 7,889 shares; 2024Q4: 8,046 shares; 2025Q1: 59,734 shares; 2025Q2: 75,820 shares; 2025Q3: 87,803 shares 87,803 $6.88M 0.02% +11,983 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: 57,159 shares; 2024Q4: 69,563 shares; 2025Q1: 57,052 shares; 2025Q2: 85,243 shares; 2025Q3: 144,193 shares 144,193 $6.87M 0.02% +58,950 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,596 shares; 2024Q4: 59,220 shares; 2025Q1: 63,917 shares; 2025Q2: 59,979 shares; 2025Q3: 71,723 shares 71,723 $6.86M 0.02% +11,744 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,209 shares; 2024Q4: 100,400 shares; 2025Q1: 56,561 shares; 2025Q2: 60,582 shares; 2025Q3: 63,500 shares 63,500 $6.81M 0.02% +2,918 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: 322,383 shares; 2024Q4: 338,661 shares; 2025Q1: 338,062 shares; 2025Q2: 112,212 shares; 2025Q3: 100,623 shares 100,623 $6.79M 0.02% -11,589 Timeline CWI 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: 16,440 shares; 2024Q4: 69,328 shares; 2025Q1: 65,958 shares; 2025Q2: 96,785 shares; 2025Q3: 194,343 shares 194,343 $6.79M 0.02% +97,558 Timeline BUXX 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: 84,428 shares; 2024Q4: 109,944 shares; 2025Q1: 165,778 shares; 2025Q2: 256,970 shares; 2025Q3: 334,198 shares 334,198 $6.78M 0.02% +77,228 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: 95,765 shares; 2025Q1: 92,975 shares; 2025Q2: 108,096 shares; 2025Q3: 214,995 shares 214,995 $6.77M 0.02% +106,899 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,992 shares; 2024Q4: 76,362 shares; 2025Q1: 86,657 shares; 2025Q2: 112,216 shares; 2025Q3: 190,239 shares 190,239 $6.77M 0.02% +78,023 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS 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: 245,859 shares; 2025Q3: 258,234 shares 258,234 $6.76M 0.02% +12,375 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 15,403 shares; 2025Q1: 12,750 shares; 2025Q2: 28,826 shares; 2025Q3: 31,584 shares 31,584 $6.75M 0.02% +2,758 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: 39,371 shares; 2024Q4: 62,449 shares; 2025Q1: 67,499 shares; 2025Q2: 43,436 shares; 2025Q3: 67,398 shares 67,398 $6.74M 0.02% +23,962 Timeline RSPU 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: 83,314 shares; 2024Q4: 83,776 shares; 2025Q1: 84,270 shares; 2025Q2: 82,122 shares; 2025Q3: 87,903 shares 87,903 $6.74M 0.02% +5,781 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: 127,916 shares; 2024Q4: 143,532 shares; 2025Q1: 126,913 shares; 2025Q2: 128,188 shares; 2025Q3: 211,004 shares 211,004 $6.72M 0.02% +82,816 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,540 shares; 2024Q4: 130,240 shares; 2025Q1: 124,703 shares; 2025Q2: 135,883 shares; 2025Q3: 133,045 shares 133,045 $6.71M 0.02% -2,838 Timeline REGL 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: 93,738 shares; 2024Q4: 93,926 shares; 2025Q1: 86,347 shares; 2025Q2: 93,467 shares; 2025Q3: 78,530 shares 78,530 $6.7M 0.02% -14,937 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,196 shares; 2024Q4: 171,578 shares; 2025Q1: 170,823 shares; 2025Q2: 123,935 shares; 2025Q3: 138,497 shares 138,497 $6.69M 0.02% +14,562 Timeline ISTB 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: 145,061 shares; 2024Q4: 155,190 shares; 2025Q1: 156,380 shares; 2025Q2: 158,312 shares; 2025Q3: 136,617 shares 136,617 $6.67M 0.02% -21,695 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,415 shares; 2024Q4: 65,772 shares; 2025Q1: 71,301 shares; 2025Q2: 101,666 shares; 2025Q3: 102,606 shares 102,606 $6.67M 0.02% +940 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189,433 shares; 2025Q1: 111,325 shares; 2025Q2: 153,389 shares; 2025Q3: 269,870 shares 269,870 $6.67M 0.02% +116,481 Timeline BSCW 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: 240,030 shares; 2024Q4: 260,269 shares; 2025Q1: 296,916 shares; 2025Q2: 306,754 shares; 2025Q3: 318,040 shares 318,040 $6.64M 0.02% +11,286 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,868 shares; 2024Q4: 53,628 shares; 2025Q1: 53,777 shares; 2025Q2: 46,908 shares; 2025Q3: 47,992 shares 47,992 $6.63M 0.02% +1,084 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 31,407 shares; 2025Q1: 31,061 shares; 2025Q2: 35,338 shares; 2025Q3: 36,977 shares 36,977 $6.63M 0.02% +1,639 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: 25,443 shares; 2024Q4: 23,934 shares; 2025Q1: 20,708 shares; 2025Q2: 21,355 shares; 2025Q3: 22,054 shares 22,054 $6.61M 0.02% +699 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,567 shares; 2024Q4: 50,645 shares; 2025Q1: 48,944 shares; 2025Q2: 46,362 shares; 2025Q3: 48,695 shares 48,695 $6.61M 0.02% +2,333 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: 30,906 shares; 2024Q4: 31,334 shares; 2025Q1: 53,288 shares; 2025Q2: 43,765 shares; 2025Q3: 40,755 shares 40,755 $6.6M 0.02% -3,010 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,507 shares; 2024Q4: 518,404 shares; 2025Q1: 483,240 shares; 2025Q2: 453,799 shares; 2025Q3: 452,024 shares 452,024 $6.54M 0.02% -1,775 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: 189,594 shares; 2024Q4: 197,604 shares; 2025Q1: 195,205 shares; 2025Q2: 131,949 shares; 2025Q3: 137,001 shares 137,001 $6.51M 0.02% +5,052 Timeline DDWM 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: 10,604 shares; 2024Q4: 16,091 shares; 2025Q1: 119,556 shares; 2025Q2: 147,612 shares; 2025Q3: 155,439 shares 155,439 $6.5M 0.02% +7,827 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,760 shares; 2024Q4: 149,201 shares; 2025Q1: 159,515 shares; 2025Q2: 171,284 shares; 2025Q3: 168,780 shares 168,780 $6.47M 0.02% -2,504 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,409 shares; 2024Q4: 72,629 shares; 2025Q1: 76,419 shares; 2025Q2: 67,598 shares; 2025Q3: 68,217 shares 68,217 $6.43M 0.02% +619 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,301 shares; 2024Q4: 110,322 shares; 2025Q1: 98,715 shares; 2025Q2: 95,764 shares; 2025Q3: 85,574 shares 85,574 $6.43M 0.02% -10,190 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,233 shares; 2025Q1: 22,485 shares; 2025Q2: 69,604 shares; 2025Q3: 70,334 shares 70,334 $6.43M 0.02% +730 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,267 shares; 2024Q4: 205,392 shares; 2025Q1: 209,595 shares; 2025Q2: 193,676 shares; 2025Q3: 179,593 shares 179,593 $6.41M 0.02% -14,083 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: 74,492 shares; 2024Q4: 68,910 shares; 2025Q1: 75,327 shares; 2025Q2: 78,851 shares; 2025Q3: 77,822 shares 77,822 $6.41M 0.02% -1,029 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,666 shares; 2024Q4: 133,031 shares; 2025Q1: 130,802 shares; 2025Q2: 263,133 shares; 2025Q3: 267,898 shares 267,898 $6.38M 0.02% +4,765 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,359 shares; 2024Q4: 25,181 shares; 2025Q1: 27,196 shares; 2025Q2: 30,799 shares; 2025Q3: 31,726 shares 31,726 $6.36M 0.02% +927 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: 274,889 shares; 2024Q4: 263,520 shares; 2025Q1: 255,741 shares; 2025Q2: 249,689 shares; 2025Q3: 219,748 shares 219,748 $6.35M 0.02% -29,941 Timeline ILF 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: 269,428 shares; 2024Q4: 263,869 shares; 2025Q1: 243,538 shares; 2025Q2: 63,986 shares; 2025Q3: 219,272 shares 219,272 $6.33M 0.02% +155,286 Timeline AFMC 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: 97,111 shares; 2024Q4: 264,168 shares; 2025Q1: 131,743 shares; 2025Q2: 190,795 shares; 2025Q3: 184,434 shares 184,434 $6.33M 0.02% -6,361 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,729 shares; 2024Q4: 122,637 shares; 2025Q1: 139,678 shares; 2025Q2: 139,596 shares; 2025Q3: 137,902 shares 137,902 $6.32M 0.02% -1,694 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,354 shares; 2024Q4: 305,655 shares; 2025Q1: 383,765 shares; 2025Q2: 296,302 shares; 2025Q3: 289,664 shares 289,664 $6.31M 0.02% -6,638 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: 76,169 shares; 2025Q3: 131,101 shares 131,101 $6.28M 0.02% +54,932 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,292 shares; 2024Q4: 57,786 shares; 2025Q1: 66,402 shares; 2025Q2: 63,282 shares; 2025Q3: 88,144 shares 88,144 $6.27M 0.02% +24,862 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,011 shares; 2024Q4: 51,020 shares; 2025Q1: 49,729 shares; 2025Q2: 109,335 shares; 2025Q3: 127,664 shares 127,664 $6.26M 0.02% +18,329 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,905 shares; 2024Q4: 277,393 shares; 2025Q1: 258,649 shares; 2025Q2: 265,957 shares; 2025Q3: 236,438 shares 236,438 $6.25M 0.02% -29,519 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,123 shares; 2024Q4: 4,794 shares; 2025Q1: 26,266 shares; 2025Q2: 35,932 shares; 2025Q3: 70,069 shares 70,069 $6.24M 0.02% +34,137 Timeline FTXL 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: 61,169 shares; 2024Q4: 59,827 shares; 2025Q1: 58,121 shares; 2025Q2: 57,196 shares; 2025Q3: 55,760 shares 55,760 $6.24M 0.02% -1,436 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: 28,123 shares; 2024Q4: 28,533 shares; 2025Q1: 28,571 shares; 2025Q2: 31,902 shares; 2025Q3: 32,822 shares 32,822 $6.23M 0.02% +920 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: 64,451 shares; 2024Q4: 80,690 shares; 2025Q1: 62,168 shares; 2025Q2: 60,277 shares; 2025Q3: 71,097 shares 71,097 $6.23M 0.02% +10,820 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,992 shares; 2024Q4: 39,422 shares; 2025Q1: 39,877 shares; 2025Q2: 42,302 shares; 2025Q3: 42,584 shares 42,584 $6.21M 0.02% +282 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,107 shares; 2024Q4: 126,630 shares; 2025Q1: 126,681 shares; 2025Q2: 130,075 shares; 2025Q3: 105,618 shares 105,618 $6.2M 0.02% -24,457 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: 247,682 shares; 2024Q4: 221,836 shares; 2025Q1: 233,197 shares; 2025Q2: 284,202 shares; 2025Q3: 270,136 shares 270,136 $6.19M 0.02% -14,066 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,420 shares; 2024Q4: 114,936 shares; 2025Q1: 218,000 shares; 2025Q2: 205,419 shares; 2025Q3: 123,485 shares 123,485 $6.19M 0.02% -81,934 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: 69,359 shares; 2024Q4: 102,380 shares; 2025Q1: 92,887 shares; 2025Q2: 97,991 shares; 2025Q3: 91,736 shares 91,736 $6.18M 0.02% -6,255 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,605 shares; 2024Q4: 23,783 shares; 2025Q1: 18,323 shares; 2025Q2: 17,778 shares; 2025Q3: 19,266 shares 19,266 $6.17M 0.02% +1,488 Timeline FLRN 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: 305,883 shares; 2024Q4: 306,428 shares; 2025Q1: 347,066 shares; 2025Q2: 372,140 shares; 2025Q3: 199,398 shares 199,398 $6.15M 0.02% -172,742 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,664 shares; 2024Q4: 469,395 shares; 2025Q1: 440,644 shares; 2025Q2: 390,591 shares; 2025Q3: 386,084 shares 386,084 $6.14M 0.02% -4,507 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,972 shares; 2025Q1: 31,693 shares; 2025Q2: 120,292 shares; 2025Q3: 199,239 shares 199,239 $6.13M 0.02% +78,947 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: 60,005 shares; 2024Q4: 67,350 shares; 2025Q1: 57,388 shares; 2025Q2: 53,275 shares; 2025Q3: 54,844 shares 54,844 $6.13M 0.02% +1,569 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,741 shares; 2024Q4: 75,390 shares; 2025Q1: 80,385 shares; 2025Q2: 69,604 shares; 2025Q3: 78,463 shares 78,463 $6.11M 0.02% +8,859 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,659 shares; 2024Q4: 351,454 shares; 2025Q1: 345,744 shares; 2025Q2: 347,279 shares; 2025Q3: 353,202 shares 353,202 $6.1M 0.02% +5,923 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: 18,936 shares; 2024Q4: 14,300 shares; 2025Q1: 14,683 shares; 2025Q2: 27,776 shares; 2025Q3: 26,471 shares 26,471 $6.09M 0.02% -1,305 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: 151,533 shares; 2024Q4: 146,354 shares; 2025Q1: 193,098 shares; 2025Q2: 169,664 shares; 2025Q3: 168,617 shares 168,617 $6.07M 0.02% -1,047 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,957 shares; 2024Q4: 121,439 shares; 2025Q1: 116,782 shares; 2025Q2: 136,263 shares; 2025Q3: 147,646 shares 147,646 $6.07M 0.02% +11,383 Timeline GLOF 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: 113,624 shares; 2025Q3: 117,604 shares 117,604 $6.07M 0.02% +3,980 Timeline EIPI 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: 318,058 shares; 2024Q4: 313,054 shares; 2025Q1: 323,759 shares; 2025Q2: 289,673 shares; 2025Q3: 306,178 shares 306,178 $6.07M 0.02% +16,505 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,312 shares; 2024Q4: 13,238 shares; 2025Q1: 14,308 shares; 2025Q2: 14,861 shares; 2025Q3: 19,585 shares 19,585 $6.07M 0.02% +4,724 Timeline IFRA 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: 180,590 shares; 2024Q4: 172,378 shares; 2025Q1: 111,109 shares; 2025Q2: 100,927 shares; 2025Q3: 114,694 shares 114,694 $6.06M 0.02% +13,767 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,739 shares; 2024Q4: 78,100 shares; 2025Q1: 73,941 shares; 2025Q2: 74,782 shares; 2025Q3: 77,051 shares 77,051 $6.05M 0.02% +2,269 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,518 shares; 2024Q4: 460,371 shares; 2025Q1: 233,455 shares; 2025Q2: 341,231 shares; 2025Q3: 257,081 shares 257,081 $6.03M 0.02% -84,150 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: 25,402 shares; 2024Q4: 27,386 shares; 2025Q1: 26,350 shares; 2025Q2: 26,933 shares; 2025Q3: 27,199 shares 27,199 $6M 0.02% +266 Timeline IYR 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: 57,086 shares; 2024Q4: 85,220 shares; 2025Q1: 64,638 shares; 2025Q2: 118,361 shares; 2025Q3: 61,671 shares 61,671 $5.99M 0.02% -56,690 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: 103,760 shares; 2024Q4: 100,338 shares; 2025Q1: 98,306 shares; 2025Q2: 96,631 shares; 2025Q3: 106,899 shares 106,899 $5.98M 0.02% +10,268 Timeline QLTA 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: 51,819 shares; 2024Q4: 131,772 shares; 2025Q1: 106,732 shares; 2025Q2: 112,146 shares; 2025Q3: 123,266 shares 123,266 $5.97M 0.02% +11,120 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: 111,376 shares; 2024Q4: 255,752 shares; 2025Q1: 247,719 shares; 2025Q2: 232,079 shares; 2025Q3: 237,598 shares 237,598 $5.97M 0.02% +5,519 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,568 shares; 2024Q4: 72,038 shares; 2025Q1: 75,031 shares; 2025Q2: 74,891 shares; 2025Q3: 71,176 shares 71,176 $5.97M 0.02% -3,715 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,479 shares; 2024Q4: 239,125 shares; 2025Q1: 219,148 shares; 2025Q2: 228,573 shares; 2025Q3: 252,912 shares 252,912 $5.96M 0.02% +24,339 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,283 shares; 2024Q4: 195,912 shares; 2025Q1: 216,146 shares; 2025Q2: 169,778 shares; 2025Q3: 188,543 shares 188,543 $5.96M 0.02% +18,765 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,971 shares; 2024Q4: 737,149 shares; 2025Q1: 949,184 shares; 2025Q2: 939,421 shares; 2025Q3: 934,988 shares 934,988 $5.94M 0.02% -4,433 Timeline CPSD 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: 85,311 shares; 2025Q2: 242,919 shares; 2025Q3: 232,433 shares 232,433 $5.93M 0.02% -10,486 Timeline FELC 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: 66,879 shares; 2024Q4: 126,887 shares; 2025Q1: 153,074 shares; 2025Q2: 156,612 shares; 2025Q3: 158,708 shares 158,708 $5.92M 0.02% +2,096 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 19,588 shares; 2025Q1: 19,333 shares; 2025Q2: 23,773 shares; 2025Q3: 23,981 shares 23,981 $5.89M 0.02% +208 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,905 shares; 2024Q4: 176,953 shares; 2025Q1: 184,170 shares; 2025Q2: 182,427 shares; 2025Q3: 85,798 shares 85,798 $5.87M 0.02% -96,629 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: 8,604 shares; 2024Q4: 6,198 shares; 2025Q1: 6,748 shares; 2025Q2: 7,095 shares; 2025Q3: 11,889 shares 11,889 $5.87M 0.02% +4,794 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,685 shares; 2024Q4: 84,774 shares; 2025Q1: 90,709 shares; 2025Q2: 131,794 shares; 2025Q3: 178,464 shares 178,464 $5.86M 0.02% +46,670 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: 64,423 shares; 2024Q4: 63,297 shares; 2025Q1: 60,680 shares; 2025Q2: 63,728 shares; 2025Q3: 66,197 shares 66,197 $5.86M 0.02% +2,469 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: 148,048 shares; 2024Q4: 166,974 shares; 2025Q1: 212,873 shares; 2025Q2: 223,333 shares; 2025Q3: 240,414 shares 240,414 $5.85M 0.02% +17,081 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: 9,345 shares; 2024Q4: 8,964 shares; 2025Q1: 22,483 shares; 2025Q2: 28,415 shares; 2025Q3: 35,243 shares 35,243 $5.83M 0.02% +6,828 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: 155,360 shares; 2024Q4: 173,237 shares; 2025Q1: 222,097 shares; 2025Q2: 228,020 shares; 2025Q3: 239,705 shares 239,705 $5.83M 0.02% +11,685 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,512 shares; 2024Q4: 35,557 shares; 2025Q1: 35,251 shares; 2025Q2: 39,987 shares; 2025Q3: 32,596 shares 32,596 $5.81M 0.02% -7,391 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,490 shares; 2025Q1: 13,906 shares; 2025Q2: 23,010 shares; 2025Q3: 29,621 shares 29,621 $5.8M 0.02% +6,611 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: 11,640 shares; 2024Q4: 8,943 shares; 2025Q1: 10,141 shares; 2025Q2: 10,906 shares; 2025Q3: 13,695 shares 13,695 $5.78M 0.02% +2,789 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: 15,895 shares; 2024Q4: 13,388 shares; 2025Q1: 13,617 shares; 2025Q2: 13,489 shares; 2025Q3: 18,173 shares 18,173 $5.77M 0.02% +4,684 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: 61,800 shares; 2024Q4: 55,419 shares; 2025Q1: 45,986 shares; 2025Q2: 44,570 shares; 2025Q3: 39,383 shares 39,383 $5.76M 0.02% -5,187 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,344 shares; 2024Q4: 62,604 shares; 2025Q1: 62,844 shares; 2025Q2: 62,509 shares; 2025Q3: 63,491 shares 63,491 $5.76M 0.02% +982 Timeline SPTS 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: 260,725 shares; 2024Q4: 205,763 shares; 2025Q1: 212,630 shares; 2025Q2: 197,451 shares; 2025Q3: 195,277 shares 195,277 $5.73M 0.02% -2,174 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,400 shares; 2025Q1: 188,967 shares; 2025Q2: 179,066 shares; 2025Q3: 192,007 shares 192,007 $5.72M 0.02% +12,941 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,077 shares; 2024Q4: 240,755 shares; 2025Q1: 210,679 shares; 2025Q2: 196,550 shares; 2025Q3: 208,938 shares 208,938 $5.71M 0.02% +12,388 Timeline RING 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: 61,682 shares; 2024Q4: 68,302 shares; 2025Q1: 109,908 shares; 2025Q2: 114,229 shares; 2025Q3: 87,879 shares 87,879 $5.69M 0.02% -26,350 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: 101,939 shares; 2024Q4: 198,579 shares; 2025Q1: 187,312 shares; 2025Q2: 201,240 shares; 2025Q3: 210,895 shares 210,895 $5.68M 0.02% +9,655 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: 37,043 shares; 2024Q4: 42,307 shares; 2025Q1: 35,936 shares; 2025Q2: 37,468 shares; 2025Q3: 40,650 shares 40,650 $5.68M 0.02% +3,182 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,776 shares; 2024Q4: 81,608 shares; 2025Q1: 85,118 shares; 2025Q2: 93,986 shares; 2025Q3: 93,859 shares 93,859 $5.68M 0.02% -127 Timeline BBLU 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: 333,669 shares; 2024Q4: 365,310 shares; 2025Q1: 437,951 shares; 2025Q2: 382,433 shares; 2025Q3: 377,771 shares 377,771 $5.68M 0.02% -4,662 Timeline PSI 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: 84,125 shares; 2024Q4: 99,276 shares; 2025Q1: 101,200 shares; 2025Q2: 95,123 shares; 2025Q3: 80,712 shares 80,712 $5.68M 0.02% -14,411 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,442 shares; 2024Q4: 243,273 shares; 2025Q1: 225,769 shares; 2025Q2: 239,137 shares; 2025Q3: 232,445 shares 232,445 $5.67M 0.02% -6,692 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,438 shares; 2024Q4: 98,126 shares; 2025Q1: 109,482 shares; 2025Q2: 99,611 shares; 2025Q3: 90,345 shares 90,345 $5.67M 0.02% -9,266 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,470 shares; 2024Q4: 33,860 shares; 2025Q1: 34,484 shares; 2025Q2: 33,473 shares; 2025Q3: 28,563 shares 28,563 $5.65M 0.02% -4,910 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,934 shares; 2024Q4: 37,807 shares; 2025Q1: 38,098 shares; 2025Q2: 38,089 shares; 2025Q3: 39,512 shares 39,512 $5.63M 0.02% +1,423 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: 41,025 shares; 2024Q4: 33,172 shares; 2025Q1: 33,113 shares; 2025Q2: 34,297 shares; 2025Q3: 35,855 shares 35,855 $5.63M 0.02% +1,558 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 1,847 shares; 2025Q1: 3,664 shares; 2025Q2: 4,963 shares; 2025Q3: 10,355 shares 10,355 $5.62M 0.02% +5,392 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,333 shares; 2024Q4: 28,376 shares; 2025Q1: 27,690 shares; 2025Q2: 30,390 shares; 2025Q3: 29,938 shares 29,938 $5.62M 0.02% -452 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: 101,558 shares; 2024Q4: 105,925 shares; 2025Q1: 105,892 shares; 2025Q2: 97,995 shares; 2025Q3: 91,965 shares 91,965 $5.61M 0.02% -6,030 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 69,125 shares; 2025Q1: 94,565 shares; 2025Q2: 190,811 shares; 2025Q3: 214,953 shares 214,953 $5.6M 0.02% +24,142 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: 15,080 shares; 2024Q4: 15,293 shares; 2025Q1: 15,982 shares; 2025Q2: 16,700 shares; 2025Q3: 16,103 shares 16,103 $5.58M 0.02% -597 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,030 shares; 2024Q4: 39,037 shares; 2025Q1: 40,625 shares; 2025Q2: 43,374 shares; 2025Q3: 39,929 shares 39,929 $5.56M 0.02% -3,445 Timeline GRPM 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: 17,266 shares; 2024Q4: 21,045 shares; 2025Q1: 21,495 shares; 2025Q2: 41,225 shares; 2025Q3: 45,886 shares 45,886 $5.54M 0.02% +4,661 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: 12,581 shares; 2025Q1: 16,331 shares; 2025Q2: 17,329 shares; 2025Q3: 14,117 shares 14,117 $5.53M 0.02% -3,212 Timeline PFFV 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: 102,219 shares; 2024Q4: 258,814 shares; 2025Q1: 295,339 shares; 2025Q2: 239,531 shares; 2025Q3: 238,030 shares 238,030 $5.5M 0.02% -1,501 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 108,611 shares 108,611 $5.49M 0.02% new Timeline PFLD 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: 249,988 shares; 2024Q4: 274,733 shares; 2025Q1: 300,667 shares; 2025Q2: 287,444 shares; 2025Q3: 278,198 shares 278,198 $5.48M 0.02% -9,246 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,699 shares; 2024Q4: 44,521 shares; 2025Q1: 34,561 shares; 2025Q2: 36,339 shares; 2025Q3: 41,000 shares 41,000 $5.46M 0.02% +4,661 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: 134,060 shares; 2024Q4: 120,897 shares; 2025Q1: 118,184 shares; 2025Q2: 112,582 shares; 2025Q3: 126,386 shares 126,386 $5.46M 0.01% +13,804 Timeline DGS 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: 66,730 shares; 2024Q4: 65,669 shares; 2025Q1: 82,571 shares; 2025Q2: 92,198 shares; 2025Q3: 95,537 shares 95,537 $5.46M 0.01% +3,339 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,951 shares; 2024Q4: 69,602 shares; 2025Q1: 63,931 shares; 2025Q2: 67,056 shares; 2025Q3: 81,377 shares 81,377 $5.46M 0.01% +14,321 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: 8,935 shares; 2024Q4: 10,172 shares; 2025Q1: 9,337 shares; 2025Q2: 8,519 shares; 2025Q3: 8,646 shares 8,646 $5.45M 0.01% +127 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,645 shares; 2024Q4: 150,945 shares; 2025Q1: 145,144 shares; 2025Q2: 166,008 shares; 2025Q3: 218,279 shares 218,279 $5.44M 0.01% +52,271 Timeline CGSM 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: 115,347 shares; 2024Q4: 142,114 shares; 2025Q1: 158,384 shares; 2025Q2: 194,393 shares; 2025Q3: 206,193 shares 206,193 $5.43M 0.01% +11,800 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,075 shares; 2024Q4: 90,415 shares; 2025Q1: 87,166 shares; 2025Q2: 83,695 shares; 2025Q3: 82,233 shares 82,233 $5.43M 0.01% -1,462 Timeline SOXQ 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: 100,279 shares; 2024Q4: 101,780 shares; 2025Q1: 107,674 shares; 2025Q2: 108,268 shares; 2025Q3: 108,128 shares 108,128 $5.42M 0.01% -140 Timeline EWZ 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: 21,063 shares; 2024Q4: 15,775 shares; 2025Q1: 178,363 shares; 2025Q2: 180,203 shares; 2025Q3: 174,785 shares 174,785 $5.42M 0.01% -5,418 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,238 shares; 2024Q4: 19,642 shares; 2025Q1: 21,912 shares; 2025Q2: 24,249 shares; 2025Q3: 23,475 shares 23,475 $5.39M 0.01% -774 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,256 shares; 2024Q4: 36,316 shares; 2025Q1: 41,929 shares; 2025Q2: 51,011 shares; 2025Q3: 79,983 shares 79,983 $5.36M 0.01% +28,972 Timeline EZM 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: 114,876 shares; 2024Q4: 107,429 shares; 2025Q1: 102,102 shares; 2025Q2: 82,954 shares; 2025Q3: 81,018 shares 81,018 $5.34M 0.01% -1,936 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,861 shares; 2024Q4: 463,544 shares; 2025Q1: 499,380 shares; 2025Q2: 472,767 shares; 2025Q3: 490,974 shares 490,974 $5.33M 0.01% +18,207 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: 348,783 shares; 2024Q4: 331,637 shares; 2025Q1: 334,490 shares; 2025Q2: 334,975 shares; 2025Q3: 415,683 shares 415,683 $5.31M 0.01% +80,708 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,914 shares; 2024Q4: 389,253 shares; 2025Q1: 395,880 shares; 2025Q2: 399,907 shares; 2025Q3: 402,554 shares 402,554 $5.29M 0.01% +2,647 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,961 shares; 2024Q4: 63,932 shares; 2025Q1: 59,736 shares; 2025Q2: 58,121 shares; 2025Q3: 57,702 shares 57,702 $5.28M 0.01% -419 Timeline FCOM 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: 57,982 shares; 2024Q4: 67,741 shares; 2025Q1: 66,633 shares; 2025Q2: 90,418 shares; 2025Q3: 74,150 shares 74,150 $5.26M 0.01% -16,268 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,556 shares; 2024Q4: 48,544 shares; 2025Q1: 52,418 shares; 2025Q2: 196,105 shares; 2025Q3: 214,330 shares 214,330 $5.25M 0.01% +18,225 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: 34,952 shares; 2024Q4: 58,193 shares; 2025Q1: 92,589 shares; 2025Q2: 76,211 shares; 2025Q3: 100,315 shares 100,315 $5.25M 0.01% +24,104 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: 153,938 shares; 2024Q4: 118,006 shares; 2025Q1: 113,729 shares; 2025Q2: 113,073 shares; 2025Q3: 117,031 shares 117,031 $5.23M 0.01% +3,958 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: 53,063 shares; 2024Q4: 66,911 shares; 2025Q1: 67,260 shares; 2025Q2: 64,894 shares; 2025Q3: 62,516 shares 62,516 $5.22M 0.01% -2,378 Timeline JPIB 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: 33,800 shares; 2024Q4: 32,828 shares; 2025Q1: 40,869 shares; 2025Q2: 100,830 shares; 2025Q3: 106,246 shares 106,246 $5.21M 0.01% +5,416 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,830 shares; 2025Q1: 83,895 shares; 2025Q2: 89,897 shares; 2025Q3: 102,812 shares 102,812 $5.21M 0.01% +12,915 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,542 shares; 2025Q2: 129,601 shares; 2025Q3: 146,792 shares 146,792 $5.2M 0.01% +17,191 Timeline HSMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,725 shares; 2024Q4: 135,221 shares; 2025Q1: 138,661 shares; 2025Q2: 136,958 shares; 2025Q3: 142,946 shares 142,946 $5.2M 0.01% +5,988 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,564 shares; 2024Q4: 31,636 shares; 2025Q1: 27,485 shares; 2025Q2: 25,177 shares; 2025Q3: 41,202 shares 41,202 $5.19M 0.01% +16,025 Timeline XME 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: 51,327 shares; 2024Q4: 54,178 shares; 2025Q1: 61,212 shares; 2025Q2: 61,125 shares; 2025Q3: 55,496 shares 55,496 $5.17M 0.01% -5,629 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,281 shares; 2024Q4: 24,674 shares; 2025Q1: 32,751 shares; 2025Q2: 31,735 shares; 2025Q3: 30,662 shares 30,662 $5.17M 0.01% -1,073 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 11,941 shares; 2025Q1: 16,410 shares; 2025Q2: 16,415 shares; 2025Q3: 24,237 shares 24,237 $5.16M 0.01% +7,822 Timeline VOX 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: 28,571 shares; 2024Q4: 29,104 shares; 2025Q1: 31,103 shares; 2025Q2: 28,535 shares; 2025Q3: 27,386 shares 27,386 $5.14M 0.01% -1,149 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,753 shares; 2024Q4: 26,860 shares; 2025Q1: 42,978 shares; 2025Q2: 46,247 shares; 2025Q3: 47,253 shares 47,253 $5.14M 0.01% +1,006 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,497 shares; 2024Q4: 36,016 shares; 2025Q1: 33,929 shares; 2025Q2: 34,322 shares; 2025Q3: 37,075 shares 37,075 $5.14M 0.01% +2,753 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: 21,983 shares; 2024Q4: 35,303 shares; 2025Q1: 102,973 shares; 2025Q2: 110,197 shares; 2025Q3: 170,355 shares 170,355 $5.13M 0.01% +60,158 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 91,196 shares; 2025Q3: 203,210 shares 203,210 $5.13M 0.01% +112,014 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 19,732 shares; 2025Q1: 19,742 shares; 2025Q2: 19,732 shares; 2025Q3: 21,118 shares 21,118 $5.12M 0.01% +1,386 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,561 shares; 2024Q4: 37,974 shares; 2025Q1: 66,906 shares; 2025Q2: 49,038 shares; 2025Q3: 76,010 shares 76,010 $5.12M 0.01% +26,972 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,179 shares; 2024Q4: 110,639 shares; 2025Q1: 112,668 shares; 2025Q2: 114,874 shares; 2025Q3: 114,758 shares 114,758 $5.12M 0.01% -116 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,584 shares; 2024Q4: 224,687 shares; 2025Q1: 230,445 shares; 2025Q2: 239,626 shares; 2025Q3: 240,225 shares 240,225 $5.11M 0.01% +599 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: 18,706 shares; 2024Q4: 18,772 shares; 2025Q1: 22,886 shares; 2025Q2: 18,284 shares; 2025Q3: 17,224 shares 17,224 $5.1M 0.01% -1,060 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,896 shares; 2024Q4: 55,997 shares; 2025Q1: 54,861 shares; 2025Q2: 87,698 shares; 2025Q3: 70,579 shares 70,579 $5.1M 0.01% -17,119 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 44,428 shares; 2025Q1: 25,716 shares; 2025Q2: 43,596 shares; 2025Q3: 42,348 shares 42,348 $5.1M 0.01% -1,248 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 9,829 shares; 2025Q1: 11,411 shares; 2025Q2: 31,750 shares; 2025Q3: 36,882 shares 36,882 $5.09M 0.01% +5,132 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 24,689 shares; 2025Q1: 24,115 shares; 2025Q2: 16,470 shares; 2025Q3: 16,399 shares 16,399 $5.08M 0.01% -71 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,106 shares; 2024Q4: 88,026 shares; 2025Q1: 88,222 shares; 2025Q2: 69,368 shares; 2025Q3: 86,729 shares 86,729 $5.08M 0.01% +17,361 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,775 shares; 2024Q4: 125,936 shares; 2025Q1: 123,262 shares; 2025Q2: 160,306 shares; 2025Q3: 176,439 shares 176,439 $5.08M 0.01% +16,133 Timeline FESM 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: 48,914 shares; 2024Q4: 60,301 shares; 2025Q1: 143,727 shares; 2025Q2: 140,224 shares; 2025Q3: 138,894 shares 138,894 $5.08M 0.01% -1,330 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: 75,321 shares; 2024Q4: 64,219 shares; 2025Q1: 56,625 shares; 2025Q2: 45,981 shares; 2025Q3: 48,650 shares 48,650 $5.08M 0.01% +2,669 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 8,558 shares; 2025Q1: 9,082 shares; 2025Q2: 9,644 shares; 2025Q3: 6,127 shares 6,127 $5.06M 0.01% -3,517 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,485 shares; 2024Q4: 28,511 shares; 2025Q1: 29,074 shares; 2025Q2: 29,255 shares; 2025Q3: 29,355 shares 29,355 $5.05M 0.01% +100 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: 30,837 shares; 2024Q4: 32,335 shares; 2025Q1: 31,968 shares; 2025Q2: 34,150 shares; 2025Q3: 35,701 shares 35,701 $5.05M 0.01% +1,551 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,776 shares; 2024Q4: 125,670 shares; 2025Q1: 117,620 shares; 2025Q2: 141,075 shares; 2025Q3: 102,988 shares 102,988 $5.05M 0.01% -38,087 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 5,497 shares; 2025Q1: 5,917 shares; 2025Q2: 6,676 shares; 2025Q3: 10,267 shares 10,267 $5.04M 0.01% +3,591 Timeline EWQ 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: 124,666 shares; 2025Q2: 114,959 shares; 2025Q3: 114,508 shares 114,508 $5.03M 0.01% -451 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,803 shares; 2024Q4: 28,704 shares; 2025Q1: 29,861 shares; 2025Q2: 28,633 shares; 2025Q3: 29,451 shares 29,451 $5.03M 0.01% +818 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: 91,846 shares; 2024Q4: 87,967 shares; 2025Q1: 99,180 shares; 2025Q2: 98,934 shares; 2025Q3: 100,794 shares 100,794 $5.02M 0.01% +1,860 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,592 shares; 2024Q4: 90,225 shares; 2025Q1: 205,468 shares; 2025Q2: 126,056 shares; 2025Q3: 119,189 shares 119,189 $5.01M 0.01% -6,867 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: 82,298 shares; 2024Q4: 104,623 shares; 2025Q1: 142,121 shares; 2025Q2: 180,264 shares; 2025Q3: 196,220 shares 196,220 $5.01M 0.01% +15,956 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,662 shares; 2024Q4: 222,458 shares; 2025Q1: 234,826 shares; 2025Q2: 212,515 shares; 2025Q3: 198,501 shares 198,501 $5M 0.01% -14,014 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: 86,630 shares; 2024Q4: 81,836 shares; 2025Q1: 78,715 shares; 2025Q2: 68,861 shares; 2025Q3: 91,198 shares 91,198 $4.99M 0.01% +22,337 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: 18,230 shares; 2024Q4: 17,721 shares; 2025Q1: 15,812 shares; 2025Q2: 16,341 shares; 2025Q3: 16,936 shares 16,936 $4.99M 0.01% +595 Timeline EDIV 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: 52,059 shares; 2024Q4: 70,969 shares; 2025Q1: 85,817 shares; 2025Q2: 115,143 shares; 2025Q3: 128,073 shares 128,073 $4.98M 0.01% +12,930 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,306 shares; 2024Q4: 63,502 shares; 2025Q1: 66,698 shares; 2025Q2: 84,423 shares; 2025Q3: 102,001 shares 102,001 $4.97M 0.01% +17,578 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: 55,057 shares; 2024Q4: 56,636 shares; 2025Q1: 55,425 shares; 2025Q2: 56,081 shares; 2025Q3: 59,132 shares 59,132 $4.97M 0.01% +3,051 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,356 shares; 2024Q4: 27,623 shares; 2025Q1: 30,921 shares; 2025Q2: 33,492 shares; 2025Q3: 35,095 shares 35,095 $4.96M 0.01% +1,603 Timeline IUS 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: 65,417 shares; 2024Q4: 85,673 shares; 2025Q1: 91,506 shares; 2025Q2: 86,886 shares; 2025Q3: 89,857 shares 89,857 $4.96M 0.01% +2,971 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,839 shares; 2025Q1: 5,095 shares; 2025Q2: 5,061 shares; 2025Q3: 5,203 shares 5,203 $4.96M 0.01% +142 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: 74,039 shares; 2024Q4: 69,180 shares; 2025Q1: 65,949 shares; 2025Q2: 70,097 shares; 2025Q3: 73,949 shares 73,949 $4.95M 0.01% +3,852 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: 46,436 shares; 2024Q4: 82,055 shares; 2025Q1: 99,392 shares; 2025Q2: 172,958 shares; 2025Q3: 250,789 shares 250,789 $4.94M 0.01% +77,831 Timeline XHLF 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: 186,443 shares; 2024Q4: 77,725 shares; 2025Q1: 90,387 shares; 2025Q2: 89,416 shares; 2025Q3: 97,840 shares 97,840 $4.93M 0.01% +8,424 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: 241,189 shares; 2024Q4: 82,629 shares; 2025Q1: 104,141 shares; 2025Q2: 107,261 shares; 2025Q3: 110,685 shares 110,685 $4.92M 0.01% +3,424 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,970 shares; 2024Q4: 68,041 shares; 2025Q1: 45,095 shares; 2025Q2: 47,006 shares; 2025Q3: 44,735 shares 44,735 $4.91M 0.01% -2,271 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: 71,128 shares; 2024Q4: 65,402 shares; 2025Q1: 59,542 shares; 2025Q2: 52,726 shares; 2025Q3: 48,965 shares 48,965 $4.91M 0.01% -3,761 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,507 shares; 2025Q1: 34,328 shares; 2025Q2: 80,561 shares; 2025Q3: 176,687 shares 176,687 $4.91M 0.01% +96,126 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: 28,784 shares; 2024Q4: 28,730 shares; 2025Q1: 26,769 shares; 2025Q2: 22,546 shares; 2025Q3: 23,678 shares 23,678 $4.9M 0.01% +1,132 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,541 shares; 2024Q4: 124,473 shares; 2025Q1: 132,533 shares; 2025Q2: 142,359 shares; 2025Q3: 142,310 shares 142,310 $4.89M 0.01% -49 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 23,595 shares; 2025Q1: 24,054 shares; 2025Q2: 24,194 shares; 2025Q3: 26,093 shares 26,093 $4.88M 0.01% +1,899 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,679 shares; 2024Q4: 118,912 shares; 2025Q1: 125,105 shares; 2025Q2: 142,208 shares; 2025Q3: 121,296 shares 121,296 $4.87M 0.01% -20,912 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: 45,513 shares; 2024Q4: 62,979 shares; 2025Q1: 74,724 shares; 2025Q2: 83,603 shares; 2025Q3: 85,634 shares 85,634 $4.87M 0.01% +2,031 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: 157,054 shares; 2024Q4: 162,709 shares; 2025Q1: 168,789 shares; 2025Q2: 103,799 shares; 2025Q3: 98,428 shares 98,428 $4.85M 0.01% -5,371 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,902 shares; 2024Q4: 105,597 shares; 2025Q1: 146,544 shares; 2025Q2: 167,819 shares; 2025Q3: 209,953 shares 209,953 $4.84M 0.01% +42,134 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: 42,812 shares; 2024Q4: 43,025 shares; 2025Q1: 41,033 shares; 2025Q2: 122,468 shares; 2025Q3: 127,038 shares 127,038 $4.83M 0.01% +4,570 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,045 shares; 2024Q4: 18,094 shares; 2025Q1: 18,911 shares; 2025Q2: 20,272 shares; 2025Q3: 21,715 shares 21,715 $4.83M 0.01% +1,443 Timeline TDV 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: 59,118 shares; 2024Q4: 49,867 shares; 2025Q1: 56,463 shares; 2025Q2: 56,762 shares; 2025Q3: 55,785 shares 55,785 $4.83M 0.01% -977 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 125,666 shares; 2025Q3: 120,105 shares 120,105 $4.81M 0.01% -5,561 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: 19,652 shares; 2024Q4: 20,059 shares; 2025Q1: 15,819 shares; 2025Q2: 15,362 shares; 2025Q3: 16,510 shares 16,510 $4.77M 0.01% +1,148 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,712 shares; 2024Q4: 171,299 shares; 2025Q1: 168,859 shares; 2025Q2: 141,325 shares; 2025Q3: 126,274 shares 126,274 $4.76M 0.01% -15,051 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,980 shares; 2024Q4: 297,550 shares; 2025Q1: 265,171 shares; 2025Q2: 160,797 shares; 2025Q3: 147,728 shares 147,728 $4.75M 0.01% -13,069 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 8,483 shares; 2025Q1: 11,459 shares; 2025Q2: 14,527 shares; 2025Q3: 14,407 shares 14,407 $4.74M 0.01% -120 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: 64,292 shares; 2024Q4: 71,564 shares; 2025Q1: 80,635 shares; 2025Q2: 90,786 shares; 2025Q3: 98,097 shares 98,097 $4.73M 0.01% +7,311 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,932 shares; 2024Q4: 62,279 shares; 2025Q1: 61,155 shares; 2025Q2: 66,290 shares; 2025Q3: 65,042 shares 65,042 $4.72M 0.01% -1,248 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: 226,866 shares; 2024Q4: 210,316 shares; 2025Q1: 219,391 shares; 2025Q2: 201,757 shares; 2025Q3: 241,307 shares 241,307 $4.71M 0.01% +39,550 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,516 shares; 2024Q4: 164,415 shares; 2025Q1: 179,703 shares; 2025Q2: 191,411 shares; 2025Q3: 189,995 shares 189,995 $4.71M 0.01% -1,416 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,661 shares; 2025Q3: 143,667 shares 143,667 $4.71M 0.01% +26,006 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,245 shares; 2024Q4: 29,164 shares; 2025Q1: 41,728 shares; 2025Q2: 47,357 shares; 2025Q3: 52,521 shares 52,521 $4.7M 0.01% +5,164 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: 151,043 shares; 2024Q4: 161,452 shares; 2025Q1: 160,730 shares; 2025Q2: 162,034 shares; 2025Q3: 174,526 shares 174,526 $4.7M 0.01% +12,492 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: 25,673 shares; 2024Q4: 39,607 shares; 2025Q1: 51,992 shares; 2025Q2: 130,131 shares; 2025Q3: 181,061 shares 181,061 $4.69M 0.01% +50,930 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: 22,507 shares; 2024Q4: 21,693 shares; 2025Q1: 22,629 shares; 2025Q2: 22,823 shares; 2025Q3: 23,711 shares 23,711 $4.69M 0.01% +888 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: 169,963 shares; 2024Q4: 205,540 shares; 2025Q1: 209,242 shares; 2025Q2: 232,281 shares; 2025Q3: 201,205 shares 201,205 $4.67M 0.01% -31,076 TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,832 shares; 2024Q4: 42,219 shares; 2025Q1: 43,433 shares; 2025Q2: 44,332 shares; 2025Q3: 45,481 shares 45,481 $4.67M 0.01% +1,149 Timeline ZROZ 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: 38,434 shares; 2024Q4: 71,072 shares; 2025Q1: 86,820 shares; 2025Q2: 66,703 shares; 2025Q3: 68,542 shares 68,542 $4.66M 0.01% +1,839 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: 470,155 shares; 2024Q4: 586,628 shares; 2025Q1: 612,122 shares; 2025Q2: 407,556 shares; 2025Q3: 474,821 shares 474,821 $4.65M 0.01% +67,265 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: 9,356 shares; 2024Q4: 9,966 shares; 2025Q1: 9,718 shares; 2025Q2: 9,337 shares; 2025Q3: 10,832 shares 10,832 $4.62M 0.01% +1,495 Timeline XSD 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: 12,973 shares; 2024Q4: 15,985 shares; 2025Q1: 14,329 shares; 2025Q2: 15,007 shares; 2025Q3: 14,436 shares 14,436 $4.61M 0.01% -571 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,044 shares; 2024Q4: 96,391 shares; 2025Q1: 79,469 shares; 2025Q2: 95,423 shares; 2025Q3: 77,132 shares 77,132 $4.61M 0.01% -18,291 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,964 shares; 2024Q4: 80,156 shares; 2025Q1: 155,867 shares; 2025Q2: 156,440 shares; 2025Q3: 167,886 shares 167,886 $4.6M 0.01% +11,446 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,302 shares; 2024Q4: 105,803 shares; 2025Q1: 107,181 shares; 2025Q2: 107,754 shares; 2025Q3: 104,735 shares 104,735 $4.6M 0.01% -3,019 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: 65,767 shares; 2024Q4: 65,929 shares; 2025Q1: 64,953 shares; 2025Q2: 61,135 shares; 2025Q3: 64,661 shares 64,661 $4.6M 0.01% +3,526 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA 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: 152,594 shares 152,594 $4.58M 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,834 shares; 2024Q4: 34,627 shares; 2025Q1: 42,327 shares; 2025Q2: 39,690 shares; 2025Q3: 44,056 shares 44,056 $4.55M 0.01% +4,366 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,505 shares; 2024Q4: 18,711 shares; 2025Q1: 22,484 shares; 2025Q2: 29,641 shares; 2025Q3: 60,429 shares 60,429 $4.54M 0.01% +30,788 Timeline VONV 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: 39,956 shares; 2024Q4: 109,803 shares; 2025Q1: 40,604 shares; 2025Q2: 47,961 shares; 2025Q3: 50,750 shares 50,750 $4.54M 0.01% +2,789 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 5,478 shares; 2025Q1: 7,404 shares; 2025Q2: 7,219 shares; 2025Q3: 44,737 shares 44,737 $4.53M 0.01% +37,518 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,037 shares; 2025Q1: 16,354 shares; 2025Q2: 50,774 shares; 2025Q3: 83,433 shares 83,433 $4.52M 0.01% +32,659 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 22,786 shares; 2025Q1: 27,215 shares; 2025Q2: 28,712 shares; 2025Q3: 30,569 shares 30,569 $4.51M 0.01% +1,857 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,816 shares; 2024Q4: 108,552 shares; 2025Q1: 151,132 shares; 2025Q2: 180,788 shares; 2025Q3: 201,769 shares 201,769 $4.51M 0.01% +20,981 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,804 shares; 2024Q4: 112,546 shares; 2025Q1: 139,582 shares; 2025Q2: 150,844 shares; 2025Q3: 180,767 shares 180,767 $4.48M 0.01% +29,923 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,539 shares; 2024Q4: 50,082 shares; 2025Q1: 48,151 shares; 2025Q2: 49,697 shares; 2025Q3: 49,114 shares 49,114 $4.47M 0.01% -583 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,921 shares; 2024Q4: 52,886 shares; 2025Q1: 55,003 shares; 2025Q2: 123,153 shares; 2025Q3: 155,792 shares 155,792 $4.46M 0.01% +32,639 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,313 shares; 2024Q4: 30,172 shares; 2025Q1: 28,455 shares; 2025Q2: 29,469 shares; 2025Q3: 29,337 shares 29,337 $4.46M 0.01% -132 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,949 shares; 2024Q4: 126,336 shares; 2025Q1: 211,504 shares; 2025Q2: 174,147 shares; 2025Q3: 188,824 shares 188,824 $4.45M 0.01% +14,677 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 70,835 shares; 2025Q1: 80,539 shares; 2025Q2: 136,889 shares; 2025Q3: 175,705 shares 175,705 $4.44M 0.01% +38,816 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,990 shares; 2024Q4: 127,251 shares; 2025Q1: 101,780 shares; 2025Q2: 115,296 shares; 2025Q3: 118,804 shares 118,804 $4.44M 0.01% +3,508 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 33,727 shares; 2025Q1: 31,942 shares; 2025Q2: 38,459 shares; 2025Q3: 25,248 shares 25,248 $4.41M 0.01% -13,211 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: 149,895 shares; 2025Q1: 186,582 shares; 2025Q2: 180,132 shares; 2025Q3: 176,828 shares 176,828 $4.41M 0.01% -3,304 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,933 shares; 2024Q4: 62,461 shares; 2025Q1: 64,699 shares; 2025Q2: 82,026 shares; 2025Q3: 86,065 shares 86,065 $4.41M 0.01% +4,039 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,042 shares; 2024Q4: 23,442 shares; 2025Q1: 49,191 shares; 2025Q2: 64,426 shares; 2025Q3: 44,116 shares 44,116 $4.39M 0.01% -20,310 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: 474,842 shares; 2024Q4: 470,244 shares; 2025Q1: 446,142 shares; 2025Q2: 409,402 shares; 2025Q3: 288,855 shares 288,855 $4.39M 0.01% -120,547 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,650 shares; 2025Q1: 32,527 shares; 2025Q2: 155,350 shares; 2025Q3: 146,234 shares 146,234 $4.39M 0.01% -9,116 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,645 shares; 2024Q4: 24,685 shares; 2025Q1: 25,410 shares; 2025Q2: 27,659 shares; 2025Q3: 31,608 shares 31,608 $4.38M 0.01% +3,949 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: 22,985 shares; 2024Q4: 21,357 shares; 2025Q1: 33,181 shares; 2025Q2: 43,633 shares; 2025Q3: 44,210 shares 44,210 $4.38M 0.01% +577 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,361 shares; 2024Q4: 141,649 shares; 2025Q1: 98,891 shares; 2025Q2: 90,849 shares; 2025Q3: 101,887 shares 101,887 $4.38M 0.01% +11,038 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 77,179 shares; 2025Q1: 21,883 shares; 2025Q2: 23,175 shares; 2025Q3: 32,630 shares 32,630 $4.37M 0.01% +9,455 Timeline DUKQ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,541 shares; 2025Q1: 123,549 shares; 2025Q2: 148,781 shares; 2025Q3: 158,728 shares 158,728 $4.37M 0.01% +9,947 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,918 shares; 2024Q4: 85,399 shares; 2025Q1: 89,080 shares; 2025Q2: 105,161 shares; 2025Q3: 93,874 shares 93,874 $4.37M 0.01% -11,287 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: 465,501 shares; 2024Q4: 448,362 shares; 2025Q1: 644,809 shares; 2025Q2: 236,170 shares; 2025Q3: 291,622 shares 291,622 $4.37M 0.01% +55,452 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,047 shares; 2024Q4: 407,653 shares; 2025Q1: 521,955 shares; 2025Q2: 498,849 shares; 2025Q3: 525,268 shares 525,268 $4.35M 0.01% +26,419 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,265 shares; 2025Q1: 12,994 shares; 2025Q2: 13,910 shares; 2025Q3: 18,185 shares 18,185 $4.33M 0.01% +4,275 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: 19,773 shares; 2024Q4: 21,629 shares; 2025Q1: 20,839 shares; 2025Q2: 23,476 shares; 2025Q3: 28,686 shares 28,686 $4.3M 0.01% +5,210 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: 104,523 shares; 2024Q4: 105,330 shares; 2025Q1: 81,465 shares; 2025Q2: 101,317 shares; 2025Q3: 113,732 shares 113,732 $4.3M 0.01% +12,415 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,246 shares; 2024Q4: 98,413 shares; 2025Q1: 99,296 shares; 2025Q2: 84,706 shares; 2025Q3: 83,843 shares 83,843 $4.28M 0.01% -863 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 15,554 shares; 2025Q2: 144,064 shares; 2025Q3: 133,553 shares 133,553 $4.28M 0.01% -10,511 Timeline