FYC 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: 86,560 shares; 2024Q4: 84,686 shares; 2025Q1: 34,508 shares; 2025Q2: 36,606 shares; 2025Q3: 47,142 shares 47,142 $4.28M 0.01% +10,536 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,819 shares; 2024Q4: 121,255 shares; 2025Q1: 95,681 shares; 2025Q2: 109,284 shares; 2025Q3: 116,746 shares 116,746 $4.27M 0.01% +7,462 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,338 shares; 2024Q4: 26,180 shares; 2025Q1: 31,551 shares; 2025Q2: 33,774 shares; 2025Q3: 29,797 shares 29,797 $4.26M 0.01% -3,977 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 12,243 shares; 2025Q1: 11,531 shares; 2025Q2: 12,960 shares; 2025Q3: 12,166 shares 12,166 $4.25M 0.01% -794 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,838 shares; 2024Q4: 64,441 shares; 2025Q1: 68,062 shares; 2025Q2: 72,905 shares; 2025Q3: 84,703 shares 84,703 $4.23M 0.01% +11,798 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,837 shares; 2024Q4: 88,486 shares; 2025Q1: 93,462 shares; 2025Q2: 101,419 shares; 2025Q3: 107,571 shares 107,571 $4.23M 0.01% +6,152 Timeline FDMO 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: 15,171 shares; 2024Q4: 47,805 shares; 2025Q1: 50,200 shares; 2025Q2: 49,872 shares; 2025Q3: 50,873 shares 50,873 $4.23M 0.01% +1,001 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,624 shares; 2024Q4: 28,725 shares; 2025Q1: 25,984 shares; 2025Q2: 23,635 shares; 2025Q3: 23,922 shares 23,922 $4.23M 0.01% +287 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,044 shares; 2024Q4: 70,410 shares; 2025Q1: 68,108 shares; 2025Q2: 64,475 shares; 2025Q3: 67,110 shares 67,110 $4.23M 0.01% +2,635 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,214 shares; 2024Q4: 34,969 shares; 2025Q1: 43,541 shares; 2025Q2: 49,420 shares; 2025Q3: 52,026 shares 52,026 $4.22M 0.01% +2,606 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,807 shares; 2025Q1: 3,222 shares; 2025Q2: 3,550 shares; 2025Q3: 3,410 shares 3,410 $4.21M 0.01% -140 GJAN 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: 57,141 shares; 2024Q4: 44,705 shares; 2025Q1: 122,007 shares; 2025Q2: 119,473 shares; 2025Q3: 100,757 shares 100,757 $4.2M 0.01% -18,716 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,068 shares 83,068 $4.18M 0.01% new Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,425 shares; 2024Q4: 27,082 shares; 2025Q1: 27,587 shares; 2025Q2: 30,042 shares; 2025Q3: 25,845 shares 25,845 $4.18M 0.01% -4,197 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,311 shares; 2025Q3: 155,459 shares 155,459 $4.18M 0.01% +60,148 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,818 shares; 2024Q4: 102,941 shares; 2025Q1: 120,503 shares; 2025Q2: 106,785 shares; 2025Q3: 105,153 shares 105,153 $4.17M 0.01% -1,632 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: 199,875 shares; 2024Q4: 198,401 shares; 2025Q1: 200,580 shares; 2025Q2: 194,087 shares; 2025Q3: 178,632 shares 178,632 $4.17M 0.01% -15,455 JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: 14,927 shares; 2025Q1: 9,683 shares; 2025Q2: 7,374 shares; 2025Q3: 19,215 shares 19,215 $4.17M 0.01% +11,841 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,904 shares; 2024Q4: 119,428 shares; 2025Q1: 123,756 shares; 2025Q2: 110,364 shares; 2025Q3: 112,298 shares 112,298 $4.17M 0.01% +1,934 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,841 shares; 2024Q4: 35,171 shares; 2025Q1: 30,263 shares; 2025Q2: 33,461 shares; 2025Q3: 34,205 shares 34,205 $4.15M 0.01% +744 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,565 shares; 2024Q4: 80,818 shares; 2025Q1: 85,794 shares; 2025Q2: 97,893 shares; 2025Q3: 89,385 shares 89,385 $4.14M 0.01% -8,508 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,480 shares; 2024Q4: 22,175 shares; 2025Q1: 25,520 shares; 2025Q2: 26,072 shares; 2025Q3: 24,698 shares 24,698 $4.13M 0.01% -1,374 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,522 shares; 2024Q4: 74,775 shares; 2025Q1: 73,215 shares; 2025Q2: 62,138 shares; 2025Q3: 60,064 shares 60,064 $4.12M 0.01% -2,074 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,737 shares; 2024Q4: 38,085 shares; 2025Q1: 38,788 shares; 2025Q2: 37,930 shares; 2025Q3: 43,190 shares 43,190 $4.12M 0.01% +5,260 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,096 shares; 2024Q4: 56,566 shares; 2025Q1: 73,775 shares; 2025Q2: 83,401 shares; 2025Q3: 97,140 shares 97,140 $4.1M 0.01% +13,739 Timeline STXF 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: 104,581 shares; 2024Q4: 137,578 shares; 2025Q1: 148,775 shares; 2025Q2: 120,032 shares; 2025Q3: 94,695 shares 94,695 $4.09M 0.01% -25,337 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,985 shares; 2024Q4: 354,022 shares; 2025Q1: 408,182 shares; 2025Q2: 656,930 shares; 2025Q3: 671,570 shares 671,570 $4.09M 0.01% +14,640 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,771 shares; 2024Q4: 281,146 shares; 2025Q1: 227,528 shares; 2025Q2: 278,678 shares; 2025Q3: 325,304 shares 325,304 $4.09M 0.01% +46,626 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,639 shares; 2024Q4: 89,386 shares; 2025Q1: 153,774 shares; 2025Q2: 109,676 shares; 2025Q3: 109,937 shares 109,937 $4.08M 0.01% +261 Timeline YJUN 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: 100,317 shares; 2024Q4: 105,934 shares; 2025Q1: 101,463 shares; 2025Q2: 94,166 shares; 2025Q3: 162,446 shares 162,446 $4.07M 0.01% +68,280 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 17,348 shares; 2025Q1: 17,540 shares; 2025Q2: 18,639 shares; 2025Q3: 18,506 shares 18,506 $4.06M 0.01% -133 Timeline TAXF 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: 95,339 shares; 2024Q4: 91,425 shares; 2025Q1: 85,518 shares; 2025Q2: 82,489 shares; 2025Q3: 80,667 shares 80,667 $4.05M 0.01% -1,822 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,181 shares; 2025Q1: 6,703 shares; 2025Q2: 43,890 shares; 2025Q3: 50,415 shares 50,415 $4.05M 0.01% +6,525 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,862 shares; 2024Q4: 104,784 shares; 2025Q1: 59,580 shares; 2025Q2: 59,455 shares; 2025Q3: 68,899 shares 68,899 $4.05M 0.01% +9,444 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,765 shares; 2024Q4: 303,506 shares; 2025Q1: 259,885 shares; 2025Q2: 238,758 shares; 2025Q3: 250,675 shares 250,675 $4.04M 0.01% +11,917 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,744 shares; 2024Q4: 81,554 shares; 2025Q1: 92,272 shares; 2025Q2: 96,736 shares; 2025Q3: 101,151 shares 101,151 $4.04M 0.01% +4,415 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,373 shares; 2024Q4: 272,187 shares; 2025Q1: 363,391 shares; 2025Q2: 174,557 shares; 2025Q3: 172,514 shares 172,514 $4.03M 0.01% -2,043 Timeline PCEF 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: 209,905 shares; 2024Q4: 214,465 shares; 2025Q1: 233,941 shares; 2025Q2: 202,780 shares; 2025Q3: 201,914 shares 201,914 $4.03M 0.01% -866 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,711 shares; 2025Q1: 12,062 shares; 2025Q2: 116,153 shares; 2025Q3: 121,878 shares 121,878 $4.03M 0.01% +5,725 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,723 shares; 2024Q4: 139,792 shares; 2025Q1: 156,593 shares; 2025Q2: 145,915 shares; 2025Q3: 152,741 shares 152,741 $4.03M 0.01% +6,826 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,584 shares; 2024Q4: 121,924 shares; 2025Q1: 25,094 shares; 2025Q2: 24,649 shares; 2025Q3: 78,144 shares 78,144 $4.03M 0.01% +53,495 Timeline TCHP 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: 128,424 shares; 2024Q4: 114,013 shares; 2025Q1: 96,337 shares; 2025Q2: 99,201 shares; 2025Q3: 81,753 shares 81,753 $4M 0.01% -17,448 Timeline STXE 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: 147,667 shares; 2024Q4: 145,976 shares; 2025Q1: 124,876 shares; 2025Q2: 124,160 shares; 2025Q3: 121,510 shares 121,510 $4M 0.01% -2,650 Timeline FMHI 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: 106,048 shares; 2024Q4: 123,008 shares; 2025Q1: 134,146 shares; 2025Q2: 72,761 shares; 2025Q3: 83,959 shares 83,959 $3.99M 0.01% +11,198 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,518 shares; 2024Q4: 139,362 shares; 2025Q1: 95,085 shares; 2025Q2: 94,382 shares; 2025Q3: 98,403 shares 98,403 $3.97M 0.01% +4,021 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,481 shares; 2024Q4: 41,401 shares; 2025Q1: 41,113 shares; 2025Q2: 42,024 shares; 2025Q3: 28,422 shares 28,422 $3.96M 0.01% -13,602 Timeline VPL 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: 107,112 shares; 2024Q4: 75,081 shares; 2025Q1: 65,107 shares; 2025Q2: 57,644 shares; 2025Q3: 44,937 shares 44,937 $3.95M 0.01% -12,707 Timeline STXI EA SER TR More: the full row for EA SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,605 shares; 2024Q4: 187,095 shares; 2025Q1: 169,386 shares; 2025Q2: 148,513 shares; 2025Q3: 131,511 shares 131,511 $3.94M 0.01% -17,002 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,192 shares; 2025Q3: 79,222 shares 79,222 $3.94M 0.01% -970 Timeline QJUN 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: 164,246 shares; 2024Q4: 137,876 shares; 2025Q1: 130,328 shares; 2025Q2: 118,785 shares; 2025Q3: 126,014 shares 126,014 $3.92M 0.01% +7,229 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,020 shares; 2024Q4: 89,944 shares; 2025Q1: 71,407 shares; 2025Q2: 112,656 shares; 2025Q3: 112,393 shares 112,393 $3.92M 0.01% -263 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,741 shares; 2024Q4: 4,339 shares; 2025Q1: 10,700 shares; 2025Q2: 5,683 shares; 2025Q3: 6,017 shares 6,017 $3.91M 0.01% +334 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,924 shares; 2025Q3: 38,666 shares 38,666 $3.9M 0.01% +35,742 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,976 shares; 2024Q4: 132,519 shares; 2025Q1: 130,008 shares; 2025Q2: 64,521 shares; 2025Q3: 91,818 shares 91,818 $3.9M 0.01% +27,297 Timeline AVUS 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: 66,807 shares; 2024Q4: 33,173 shares; 2025Q1: 34,801 shares; 2025Q2: 35,005 shares; 2025Q3: 35,824 shares 35,824 $3.89M 0.01% +819 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,556 shares; 2024Q4: 173,963 shares; 2025Q1: 144,174 shares; 2025Q2: 94,460 shares; 2025Q3: 83,508 shares 83,508 $3.87M 0.01% -10,952 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,708 shares; 2024Q4: 84,800 shares; 2025Q1: 88,298 shares; 2025Q2: 91,696 shares; 2025Q3: 97,605 shares 97,605 $3.87M 0.01% +5,909 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,280 shares; 2024Q4: 26,909 shares; 2025Q1: 25,226 shares; 2025Q2: 25,712 shares; 2025Q3: 36,555 shares 36,555 $3.84M 0.01% +10,843 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,689 shares; 2024Q4: 48,842 shares; 2025Q1: 50,093 shares; 2025Q2: 48,028 shares; 2025Q3: 53,272 shares 53,272 $3.84M 0.01% +5,244 Timeline URTH 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: 11,285 shares; 2024Q4: 9,328 shares; 2025Q1: 9,153 shares; 2025Q2: 21,370 shares; 2025Q3: 21,136 shares 21,136 $3.84M 0.01% -234 Timeline EDV 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: 147,350 shares; 2024Q4: 102,214 shares; 2025Q1: 49,475 shares; 2025Q2: 49,199 shares; 2025Q3: 55,830 shares 55,830 $3.82M 0.01% +6,631 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 13,901 shares; 2025Q1: 16,866 shares; 2025Q2: 17,557 shares; 2025Q3: 18,621 shares 18,621 $3.81M 0.01% +1,064 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,945 shares; 2024Q4: 42,258 shares; 2025Q1: 40,549 shares; 2025Q2: 40,263 shares; 2025Q3: 38,053 shares 38,053 $3.81M 0.01% -2,210 Timeline FNCL 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: 51,625 shares; 2024Q4: 50,759 shares; 2025Q1: 49,171 shares; 2025Q2: 50,949 shares; 2025Q3: 49,900 shares 49,900 $3.81M 0.01% -1,049 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,967 shares; 2024Q4: 58,119 shares; 2025Q1: 61,277 shares; 2025Q2: 61,913 shares; 2025Q3: 68,312 shares 68,312 $3.81M 0.01% +6,399 Timeline AVIG 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: 65,706 shares; 2024Q4: 71,516 shares; 2025Q1: 73,438 shares; 2025Q2: 94,506 shares; 2025Q3: 90,506 shares 90,506 $3.81M 0.01% -4,000 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,627 shares; 2025Q3: 190,443 shares 190,443 $3.81M 0.01% +92,816 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,375 shares; 2025Q1: 143,141 shares; 2025Q2: 136,870 shares; 2025Q3: 133,465 shares 133,465 $3.81M 0.01% -3,405 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,521 shares; 2024Q4: 98,795 shares; 2025Q1: 97,890 shares; 2025Q2: 94,356 shares; 2025Q3: 80,312 shares 80,312 $3.79M 0.01% -14,044 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,873 shares; 2024Q4: 85,845 shares; 2025Q1: 88,770 shares; 2025Q2: 88,621 shares; 2025Q3: 85,175 shares 85,175 $3.79M 0.01% -3,446 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,563 shares; 2024Q4: 53,670 shares; 2025Q1: 51,088 shares; 2025Q2: 49,907 shares; 2025Q3: 81,218 shares 81,218 $3.79M 0.01% +31,311 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,783 shares; 2024Q4: 48,522 shares; 2025Q1: 89,549 shares; 2025Q2: 132,274 shares; 2025Q3: 161,348 shares 161,348 $3.79M 0.01% +29,074 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,631 shares; 2024Q4: 66,115 shares; 2025Q1: 76,952 shares; 2025Q2: 77,789 shares; 2025Q3: 71,160 shares 71,160 $3.79M 0.01% -6,629 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,297 shares; 2025Q2: 89,344 shares; 2025Q3: 133,123 shares 133,123 $3.78M 0.01% +43,779 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,992 shares; 2024Q4: 112,788 shares; 2025Q1: 111,531 shares; 2025Q2: 101,082 shares; 2025Q3: 103,952 shares 103,952 $3.75M 0.01% +2,870 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,322 shares; 2024Q4: 446,237 shares; 2025Q1: 481,711 shares; 2025Q2: 471,113 shares; 2025Q3: 456,630 shares 456,630 $3.74M 0.01% -14,483 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 20,718 shares; 2025Q1: 20,289 shares; 2025Q2: 20,163 shares; 2025Q3: 28,050 shares 28,050 $3.74M 0.01% +7,887 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,431 shares; 2024Q4: 55,727 shares; 2025Q1: 57,339 shares; 2025Q2: 47,814 shares; 2025Q3: 65,803 shares 65,803 $3.74M 0.01% +17,989 Timeline YEAR 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: 339,634 shares; 2024Q4: 148,902 shares; 2025Q1: 69,807 shares; 2025Q2: 63,649 shares; 2025Q3: 73,722 shares 73,722 $3.74M 0.01% +10,073 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,781 shares; 2024Q4: 74,235 shares; 2025Q1: 75,890 shares; 2025Q2: 49,990 shares; 2025Q3: 56,876 shares 56,876 $3.73M 0.01% +6,886 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,432 shares; 2024Q4: 81,921 shares; 2025Q1: 379,018 shares; 2025Q2: 252,138 shares; 2025Q3: 302,594 shares 302,594 $3.73M 0.01% +50,456 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,760 shares 71,760 $3.73M 0.01% new Timeline DAUG 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: 132,978 shares; 2024Q4: 118,199 shares; 2025Q1: 114,627 shares; 2025Q2: 93,456 shares; 2025Q3: 85,398 shares 85,398 $3.73M 0.01% -8,058 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,096 shares; 2024Q4: 182,526 shares; 2025Q1: 193,154 shares; 2025Q2: 186,749 shares; 2025Q3: 137,184 shares 137,184 $3.72M 0.01% -49,565 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,085 shares; 2024Q4: 41,915 shares; 2025Q1: 60,103 shares; 2025Q2: 66,437 shares; 2025Q3: 96,355 shares 96,355 $3.71M 0.01% +29,918 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 5,608 shares; 2025Q1: 4,696 shares; 2025Q2: 8,016 shares; 2025Q3: 13,645 shares 13,645 $3.71M 0.01% +5,629 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,942 shares; 2024Q4: 69,425 shares; 2025Q1: 62,135 shares; 2025Q2: 64,894 shares; 2025Q3: 72,547 shares 72,547 $3.69M 0.01% +7,653 Timeline FLBL 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: 79,734 shares; 2024Q4: 86,415 shares; 2025Q1: 99,757 shares; 2025Q2: 143,218 shares; 2025Q3: 153,634 shares 153,634 $3.69M 0.01% +10,416 Timeline JPEF 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: 5,977 shares; 2024Q4: 25,972 shares; 2025Q1: 41,418 shares; 2025Q2: 36,008 shares; 2025Q3: 49,694 shares 49,694 $3.68M 0.01% +13,686 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,099 shares; 2024Q4: 41,455 shares; 2025Q1: 66,910 shares; 2025Q2: 56,647 shares; 2025Q3: 58,975 shares 58,975 $3.66M 0.01% +2,328 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337,901 shares; 2025Q1: 153,367 shares; 2025Q2: 141,148 shares; 2025Q3: 141,347 shares 141,347 $3.66M 0.01% +199 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,496 shares; 2024Q4: 54,330 shares; 2025Q1: 42,330 shares; 2025Q2: 38,222 shares; 2025Q3: 40,535 shares 40,535 $3.65M 0.01% +2,313 Timeline VFMV 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: 4,863 shares; 2024Q4: 26,197 shares; 2025Q1: 28,497 shares; 2025Q2: 28,695 shares; 2025Q3: 27,655 shares 27,655 $3.63M 0.01% -1,040 Timeline SMDV 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: 61,639 shares; 2024Q4: 61,692 shares; 2025Q1: 56,011 shares; 2025Q2: 54,029 shares; 2025Q3: 54,412 shares 54,412 $3.63M 0.01% +383 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,387 shares; 2025Q3: 62,942 shares 62,942 $3.61M 0.01% +57,555 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,271 shares; 2024Q4: 62,454 shares; 2025Q1: 71,333 shares; 2025Q2: 75,236 shares; 2025Q3: 78,608 shares 78,608 $3.6M 0.01% +3,372 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,275 shares; 2024Q4: 120,328 shares; 2025Q1: 122,814 shares; 2025Q2: 125,393 shares; 2025Q3: 110,572 shares 110,572 $3.6M 0.01% -14,821 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,703 shares; 2024Q4: 69,504 shares; 2025Q1: 90,144 shares; 2025Q2: 97,611 shares; 2025Q3: 106,228 shares 106,228 $3.6M 0.01% +8,617 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,300 shares; 2024Q4: 269,094 shares; 2025Q1: 272,239 shares; 2025Q2: 238,321 shares; 2025Q3: 252,149 shares 252,149 $3.59M 0.01% +13,828 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,961 shares; 2024Q4: 299,775 shares; 2025Q1: 306,880 shares; 2025Q2: 285,457 shares; 2025Q3: 296,735 shares 296,735 $3.59M 0.01% +11,278 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,432 shares; 2024Q4: 20,410 shares; 2025Q1: 18,471 shares; 2025Q2: 18,223 shares; 2025Q3: 24,339 shares 24,339 $3.59M 0.01% +6,116 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,309 shares; 2024Q4: 228,988 shares; 2025Q1: 234,987 shares; 2025Q2: 231,937 shares; 2025Q3: 95,571 shares 95,571 $3.58M 0.01% -136,366 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,997 shares; 2024Q4: 47,067 shares; 2025Q1: 46,717 shares; 2025Q2: 46,894 shares; 2025Q3: 47,035 shares 47,035 $3.58M 0.01% +141 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,608 shares; 2024Q4: 87,393 shares; 2025Q1: 100,874 shares; 2025Q2: 107,080 shares; 2025Q3: 106,644 shares 106,644 $3.58M 0.01% -436 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,416 shares; 2024Q4: 43,921 shares; 2025Q1: 49,377 shares; 2025Q2: 52,316 shares; 2025Q3: 52,860 shares 52,860 $3.58M 0.01% +544 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,527 shares; 2024Q4: 94,089 shares; 2025Q1: 93,387 shares; 2025Q2: 92,119 shares; 2025Q3: 88,111 shares 88,111 $3.57M 0.01% -4,008 Timeline SMIG 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: 34,041 shares; 2024Q4: 42,000 shares; 2025Q1: 71,870 shares; 2025Q2: 79,749 shares; 2025Q3: 120,523 shares 120,523 $3.57M 0.01% +40,774 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,739 shares; 2024Q4: 31,024 shares; 2025Q1: 30,465 shares; 2025Q2: 31,250 shares; 2025Q3: 28,385 shares 28,385 $3.55M 0.01% -2,865 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,919 shares; 2024Q4: 113,496 shares; 2025Q1: 118,128 shares; 2025Q2: 119,795 shares; 2025Q3: 113,883 shares 113,883 $3.55M 0.01% -5,912 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,484 shares; 2024Q4: 72,207 shares; 2025Q1: 71,529 shares; 2025Q2: 75,590 shares; 2025Q3: 61,880 shares 61,880 $3.55M 0.01% -13,710 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,758 shares; 2025Q1: 40,930 shares; 2025Q2: 55,361 shares; 2025Q3: 90,151 shares 90,151 $3.53M 0.01% +34,790 Timeline SDVD 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: 130,280 shares; 2024Q4: 95,020 shares; 2025Q1: 103,693 shares; 2025Q2: 102,193 shares; 2025Q3: 163,263 shares 163,263 $3.53M 0.01% +61,070 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,517 shares; 2024Q4: 97,569 shares; 2025Q1: 93,686 shares; 2025Q2: 61,293 shares; 2025Q3: 67,970 shares 67,970 $3.53M 0.01% +6,677 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,504 shares; 2024Q4: 51,201 shares; 2025Q1: 54,107 shares; 2025Q2: 59,500 shares; 2025Q3: 98,416 shares 98,416 $3.53M 0.01% +38,916 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,167 shares; 2024Q4: 39,665 shares; 2025Q1: 37,946 shares; 2025Q2: 35,307 shares; 2025Q3: 29,334 shares 29,334 $3.52M 0.01% -5,973 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 7,263 shares; 2025Q1: 35,839 shares; 2025Q2: 96,540 shares; 2025Q3: 98,233 shares 98,233 $3.52M 0.01% +1,693 Timeline EUDG 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: 300,340 shares; 2024Q4: 184,893 shares; 2025Q1: 158,547 shares; 2025Q2: 140,614 shares; 2025Q3: 99,469 shares 99,469 $3.5M 0.01% -41,145 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,986 shares 137,986 $3.49M 0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 306 shares; 2025Q1: 350 shares; 2025Q2: 310 shares; 2025Q3: 434 shares 434 $3.49M 0.01% +124 Timeline CPNJ 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: 277,825 shares; 2024Q4: 260,273 shares; 2025Q1: 153,113 shares; 2025Q2: 221,108 shares; 2025Q3: 130,839 shares 130,839 $3.49M 0.01% -90,269 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 91,167 shares; 2025Q1: 89,086 shares; 2025Q2: 82,169 shares; 2025Q3: 86,591 shares 86,591 $3.48M 0.01% +4,422 Timeline FJP 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: 25,489 shares; 2024Q4: 27,680 shares; 2025Q1: 29,735 shares; 2025Q2: 44,007 shares; 2025Q3: 53,342 shares 53,342 $3.48M 0.01% +9,335 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,690 shares; 2024Q4: 136,558 shares; 2025Q1: 76,063 shares; 2025Q2: 91,125 shares; 2025Q3: 83,924 shares 83,924 $3.45M 0.01% -7,201 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 26,898 shares; 2025Q1: 24,689 shares; 2025Q2: 29,642 shares; 2025Q3: 28,406 shares 28,406 $3.45M 0.01% -1,236 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,111 shares; 2024Q4: 82,298 shares; 2025Q1: 85,857 shares; 2025Q2: 70,991 shares; 2025Q3: 83,055 shares 83,055 $3.45M 0.01% +12,064 Timeline PFXF 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: 166,982 shares; 2024Q4: 162,170 shares; 2025Q1: 163,490 shares; 2025Q2: 163,622 shares; 2025Q3: 193,234 shares 193,234 $3.43M 0.01% +29,612 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,479 shares; 2024Q4: 28,972 shares; 2025Q1: 47,775 shares; 2025Q2: 31,455 shares; 2025Q3: 34,045 shares 34,045 $3.43M 0.01% +2,590 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,692 shares; 2024Q4: 78,036 shares; 2025Q1: 55,210 shares; 2025Q2: 49,556 shares; 2025Q3: 82,121 shares 82,121 $3.43M 0.01% +32,565 Timeline JOET 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: not reported; 2024Q4: 6,106 shares; 2025Q1: 11,295 shares; 2025Q2: 11,563 shares; 2025Q3: 79,711 shares 79,711 $3.43M 0.01% +68,148 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,138 shares; 2024Q4: 55,273 shares; 2025Q1: 46,011 shares; 2025Q2: 39,198 shares; 2025Q3: 37,073 shares 37,073 $3.43M 0.01% -2,125 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,234 shares; 2024Q4: 91,741 shares; 2025Q1: 93,097 shares; 2025Q2: 94,435 shares; 2025Q3: 99,160 shares 99,160 $3.43M 0.01% +4,725 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,652 shares; 2025Q1: 82,559 shares; 2025Q2: 16,751 shares; 2025Q3: 43,082 shares 43,082 $3.42M 0.01% +26,331 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,185 shares; 2024Q4: 34,121 shares; 2025Q1: 38,096 shares; 2025Q2: 37,203 shares; 2025Q3: 33,952 shares 33,952 $3.4M 0.01% -3,251 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,748 shares; 2025Q1: 1,743 shares; 2025Q2: 1,654 shares; 2025Q3: 1,776 shares 1,776 $3.4M 0.01% +122 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 13,977 shares; 2025Q1: 19,710 shares; 2025Q2: 18,289 shares; 2025Q3: 19,218 shares 19,218 $3.38M 0.01% +929 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 12,020 shares; 2025Q1: 19,363 shares; 2025Q2: 19,278 shares; 2025Q3: 23,334 shares 23,334 $3.38M 0.01% +4,056 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,017 shares; 2024Q4: 234,266 shares; 2025Q1: 278,629 shares; 2025Q2: 280,271 shares; 2025Q3: 270,927 shares 270,927 $3.38M 0.01% -9,344 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 15,724 shares; 2025Q1: 14,311 shares; 2025Q2: 15,491 shares; 2025Q3: 15,477 shares 15,477 $3.37M 0.01% -14 Timeline NUSC 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: 112,661 shares; 2024Q4: 108,297 shares; 2025Q1: 107,476 shares; 2025Q2: 79,922 shares; 2025Q3: 76,105 shares 76,105 $3.36M 0.01% -3,817 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,526 shares; 2024Q4: 63,975 shares; 2025Q1: 85,873 shares; 2025Q2: 83,573 shares; 2025Q3: 58,455 shares 58,455 $3.35M 0.01% -25,118 Timeline FCA 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: 36,100 shares; 2024Q4: 36,234 shares; 2025Q1: 36,722 shares; 2025Q2: 36,722 shares; 2025Q3: 115,586 shares 115,586 $3.35M 0.01% +78,864 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,355 shares; 2025Q1: 9,229 shares; 2025Q2: 1,610 shares; 2025Q3: 17,476 shares 17,476 $3.34M 0.01% +15,866 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,480 shares; 2024Q4: 110,743 shares; 2025Q1: 130,730 shares; 2025Q2: 112,784 shares; 2025Q3: 133,957 shares 133,957 $3.33M 0.01% +21,173 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 12,613 shares; 2025Q1: 13,789 shares; 2025Q2: 14,461 shares; 2025Q3: 14,934 shares 14,934 $3.33M 0.01% +473 Timeline WINN 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: 88,065 shares; 2024Q4: 118,779 shares; 2025Q1: 98,106 shares; 2025Q2: 96,562 shares; 2025Q3: 106,797 shares 106,797 $3.33M 0.01% +10,235 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,328 shares; 2025Q2: 17,103 shares; 2025Q3: 90,723 shares 90,723 $3.33M 0.01% +73,620 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,206 shares; 2024Q4: 254,463 shares; 2025Q1: 254,508 shares; 2025Q2: 260,911 shares; 2025Q3: 257,831 shares 257,831 $3.32M 0.01% -3,080 Timeline IGLD 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: 75,078 shares; 2024Q4: 80,924 shares; 2025Q1: 95,574 shares; 2025Q2: 109,732 shares; 2025Q3: 138,659 shares 138,659 $3.32M 0.01% +28,927 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,144 shares; 2024Q4: 32,377 shares; 2025Q1: 29,807 shares; 2025Q2: 24,371 shares; 2025Q3: 25,107 shares 25,107 $3.32M 0.01% +736 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,921 shares; 2024Q4: 124,403 shares; 2025Q1: 123,967 shares; 2025Q2: 113,590 shares; 2025Q3: 121,796 shares 121,796 $3.32M 0.01% +8,206 Timeline AVLV 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: 62,800 shares; 2024Q4: 41,582 shares; 2025Q1: 45,973 shares; 2025Q2: 45,593 shares; 2025Q3: 45,872 shares 45,872 $3.31M 0.01% +279 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 5,201 shares; 2025Q1: 4,639 shares; 2025Q2: 5,000 shares; 2025Q3: 5,185 shares 5,185 $3.31M 0.01% +185 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,887 shares; 2024Q4: 24,057 shares; 2025Q1: 27,586 shares; 2025Q2: 53,992 shares; 2025Q3: 54,125 shares 54,125 $3.31M 0.01% +133 Timeline SIL 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: 24,447 shares; 2024Q4: 30,512 shares; 2025Q1: 28,216 shares; 2025Q2: 33,330 shares; 2025Q3: 46,132 shares 46,132 $3.3M 0.01% +12,802 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,673 shares; 2024Q4: 76,607 shares; 2025Q1: 102,240 shares; 2025Q2: 138,810 shares; 2025Q3: 175,606 shares 175,606 $3.3M 0.01% +36,796 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,031 shares; 2024Q4: 278,637 shares; 2025Q1: 252,815 shares; 2025Q2: 171,461 shares; 2025Q3: 125,789 shares 125,789 $3.3M 0.01% -45,672 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,632 shares; 2025Q1: 5,196 shares; 2025Q2: 36,271 shares; 2025Q3: 64,341 shares 64,341 $3.3M 0.01% +28,070 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 6,774 shares; 2025Q1: 5,384 shares; 2025Q2: 5,029 shares; 2025Q3: 6,030 shares 6,030 $3.3M 0.01% +1,001 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,741 shares; 2024Q4: 39,127 shares; 2025Q1: 58,479 shares; 2025Q2: 57,941 shares; 2025Q3: 67,157 shares 67,157 $3.3M 0.01% +9,216 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,243 shares; 2024Q4: 26,924 shares; 2025Q1: 36,898 shares; 2025Q2: 47,861 shares; 2025Q3: 41,177 shares 41,177 $3.29M 0.01% -6,684 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,674 shares; 2025Q1: 107,047 shares; 2025Q2: 93,748 shares; 2025Q3: 114,467 shares 114,467 $3.28M 0.01% +20,719 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,912 shares; 2025Q1: 6,668 shares; 2025Q2: 29,524 shares; 2025Q3: 29,793 shares 29,793 $3.27M 0.01% +269 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 15,729 shares; 2025Q1: 17,402 shares; 2025Q2: 16,032 shares; 2025Q3: 16,709 shares 16,709 $3.27M 0.01% +677 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,530 shares; 2024Q4: 94,477 shares; 2025Q1: 90,852 shares; 2025Q2: 81,653 shares; 2025Q3: 75,649 shares 75,649 $3.26M 0.01% -6,004 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,949 shares; 2024Q4: 41,738 shares; 2025Q1: 41,159 shares; 2025Q2: 78,615 shares; 2025Q3: 81,550 shares 81,550 $3.26M 0.01% +2,935 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 14,563 shares; 2025Q1: 16,491 shares; 2025Q2: 18,660 shares; 2025Q3: 20,046 shares 20,046 $3.26M 0.01% +1,386 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,121 shares; 2024Q4: 61,086 shares; 2025Q1: 53,146 shares; 2025Q2: 54,511 shares; 2025Q3: 61,531 shares 61,531 $3.25M 0.01% +7,020 Timeline KRE 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: 81,143 shares; 2024Q4: 44,344 shares; 2025Q1: 86,866 shares; 2025Q2: 42,003 shares; 2025Q3: 51,368 shares 51,368 $3.25M 0.01% +9,365 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,289 shares; 2024Q4: 64,382 shares; 2025Q1: 69,156 shares; 2025Q2: 70,050 shares; 2025Q3: 70,969 shares 70,969 $3.25M 0.01% +919 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,480 shares; 2024Q4: 29,342 shares; 2025Q1: 38,424 shares; 2025Q2: 37,301 shares; 2025Q3: 38,431 shares 38,431 $3.25M 0.01% +1,130 Timeline USTB 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: 41,892 shares; 2024Q4: 46,801 shares; 2025Q1: 54,917 shares; 2025Q2: 58,391 shares; 2025Q3: 63,527 shares 63,527 $3.24M 0.01% +5,136 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,577 shares; 2024Q4: 48,695 shares; 2025Q1: 47,398 shares; 2025Q2: 43,432 shares; 2025Q3: 34,657 shares 34,657 $3.23M 0.01% -8,775 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,043 shares; 2024Q4: 77,895 shares; 2025Q1: 73,229 shares; 2025Q2: 71,862 shares; 2025Q3: 64,379 shares 64,379 $3.23M 0.01% -7,483 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 6,078 shares; 2025Q1: 6,367 shares; 2025Q2: 6,454 shares; 2025Q3: 6,448 shares 6,448 $3.22M 0.01% -6 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,266 shares; 2024Q4: 67,843 shares; 2025Q1: 63,360 shares; 2025Q2: 61,620 shares; 2025Q3: 61,085 shares 61,085 $3.22M 0.01% -535 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 4,561 shares; 2025Q1: 5,022 shares; 2025Q2: 58,728 shares; 2025Q3: 63,323 shares 63,323 $3.21M 0.01% +4,595 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,456 shares; 2025Q1: 8,436 shares; 2025Q2: 7,887 shares; 2025Q3: 8,984 shares 8,984 $3.2M 0.01% +1,097 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,437 shares; 2024Q4: 35,890 shares; 2025Q1: 38,131 shares; 2025Q2: 36,282 shares; 2025Q3: 37,838 shares 37,838 $3.19M 0.01% +1,556 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,170 shares; 2024Q4: 67,938 shares; 2025Q1: 69,873 shares; 2025Q2: 69,024 shares; 2025Q3: 72,041 shares 72,041 $3.18M 0.01% +3,017 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,210 shares; 2024Q4: 81,560 shares; 2025Q1: 82,366 shares; 2025Q2: 74,311 shares; 2025Q3: 90,415 shares 90,415 $3.18M 0.01% +16,104 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 17,833 shares; 2025Q1: 20,413 shares; 2025Q2: 8,321 shares; 2025Q3: 21,266 shares 21,266 $3.17M 0.01% +12,945 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,547 shares; 2024Q4: 89,660 shares; 2025Q1: 41,233 shares; 2025Q2: 42,958 shares; 2025Q3: 36,500 shares 36,500 $3.17M 0.01% -6,458 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,725 shares; 2024Q4: 122,013 shares; 2025Q1: 129,118 shares; 2025Q2: 112,326 shares; 2025Q3: 101,866 shares 101,866 $3.17M 0.01% -10,460 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,030 shares; 2024Q4: 84,619 shares; 2025Q1: 84,795 shares; 2025Q2: 60,860 shares; 2025Q3: 57,444 shares 57,444 $3.17M 0.01% -3,416 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,500 shares; 2024Q4: 162,106 shares; 2025Q1: 153,147 shares; 2025Q2: 164,755 shares; 2025Q3: 167,468 shares 167,468 $3.17M 0.01% +2,713 Timeline CRPT 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: 38,006 shares; 2024Q4: 54,227 shares; 2025Q1: 58,961 shares; 2025Q2: 100,806 shares; 2025Q3: 141,589 shares 141,589 $3.15M 0.01% +40,783 Timeline MINO 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: 93,530 shares; 2024Q4: 106,571 shares; 2025Q1: 102,827 shares; 2025Q2: 85,456 shares; 2025Q3: 69,571 shares 69,571 $3.15M 0.01% -15,885 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 13,416 shares; 2025Q1: 12,723 shares; 2025Q2: 12,101 shares; 2025Q3: 13,022 shares 13,022 $3.13M 0.01% +921 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,631 shares; 2024Q4: 468,217 shares; 2025Q1: 443,128 shares; 2025Q2: 395,558 shares; 2025Q3: 348,985 shares 348,985 $3.13M 0.01% -46,573 Timeline TIMOTHY PLAN TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,955 shares; 2024Q4: 125,617 shares; 2025Q1: 120,656 shares; 2025Q2: 119,420 shares; 2025Q3: 113,730 shares 113,730 $3.13M 0.01% -5,690 BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,910 shares; 2024Q4: 49,891 shares; 2025Q1: 55,997 shares; 2025Q2: 61,615 shares; 2025Q3: 62,120 shares 62,120 $3.13M 0.01% +505 Timeline CZA 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: 34,550 shares; 2024Q4: 33,859 shares; 2025Q1: 32,023 shares; 2025Q2: 29,484 shares; 2025Q3: 28,500 shares 28,500 $3.13M 0.01% -984 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,940 shares; 2024Q4: 62,992 shares; 2025Q1: 66,418 shares; 2025Q2: 74,719 shares; 2025Q3: 92,652 shares 92,652 $3.12M 0.01% +17,933 Timeline KBE 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: 9,711 shares; 2024Q4: 66,770 shares; 2025Q1: 9,969 shares; 2025Q2: 10,524 shares; 2025Q3: 52,404 shares 52,404 $3.11M 0.01% +41,880 Timeline FDIS 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: 37,318 shares; 2024Q4: 36,430 shares; 2025Q1: 35,499 shares; 2025Q2: 32,439 shares; 2025Q3: 30,233 shares 30,233 $3.11M 0.01% -2,206 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,281 shares; 2024Q4: 269,989 shares; 2025Q1: 268,775 shares; 2025Q2: 285,852 shares; 2025Q3: 237,023 shares 237,023 $3.11M 0.01% -48,829 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,688 shares; 2024Q4: 112,011 shares; 2025Q1: 78,296 shares; 2025Q2: 46,958 shares; 2025Q3: 66,200 shares 66,200 $3.11M 0.01% +19,242 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,984 shares; 2024Q4: 153,798 shares; 2025Q1: 164,392 shares; 2025Q2: 184,590 shares; 2025Q3: 209,557 shares 209,557 $3.1M 0.01% +24,967 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,601 shares; 2024Q4: 40,605 shares; 2025Q1: 37,575 shares; 2025Q2: 37,304 shares; 2025Q3: 39,643 shares 39,643 $3.1M 0.01% +2,339 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,095 shares; 2024Q4: 19,362 shares; 2025Q1: 25,864 shares; 2025Q2: 30,224 shares; 2025Q3: 30,367 shares 30,367 $3.1M 0.01% +143 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 15,926 shares; 2025Q1: 24,669 shares; 2025Q2: 48,791 shares; 2025Q3: 36,561 shares 36,561 $3.09M 0.01% -12,230 Timeline EDOW 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: 59,814 shares; 2024Q4: 214,540 shares; 2025Q1: 678,806 shares; 2025Q2: 197,063 shares; 2025Q3: 77,268 shares 77,268 $3.09M 0.01% -119,795 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,183 shares; 2024Q4: 41,787 shares; 2025Q1: 33,676 shares; 2025Q2: 29,782 shares; 2025Q3: 37,682 shares 37,682 $3.07M 0.01% +7,900 Timeline QSPT 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: 124,599 shares; 2024Q4: 131,496 shares; 2025Q1: 134,592 shares; 2025Q2: 91,707 shares; 2025Q3: 98,429 shares 98,429 $3.06M 0.01% +6,722 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,538 shares; 2024Q4: 101,289 shares; 2025Q1: 94,962 shares; 2025Q2: 122,128 shares; 2025Q3: 124,171 shares 124,171 $3.06M 0.01% +2,043 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,812 shares; 2024Q4: 215,606 shares; 2025Q1: 170,890 shares; 2025Q2: 170,863 shares; 2025Q3: 196,439 shares 196,439 $3.04M 0.01% +25,576 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 16,879 shares; 2025Q1: 20,010 shares; 2025Q2: 19,988 shares; 2025Q3: 25,045 shares 25,045 $3.04M 0.01% +5,057 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,249 shares; 2024Q4: 68,714 shares; 2025Q1: 66,027 shares; 2025Q2: 77,621 shares; 2025Q3: 77,826 shares 77,826 $3.03M 0.01% +205 Timeline FEMS 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: 52,325 shares; 2024Q4: 48,204 shares; 2025Q1: 69,494 shares; 2025Q2: 63,452 shares; 2025Q3: 68,439 shares 68,439 $3.02M 0.01% +4,987 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,924 shares; 2024Q4: 54,784 shares; 2025Q1: 58,290 shares; 2025Q2: 64,601 shares; 2025Q3: 63,562 shares 63,562 $3.02M 0.01% -1,039 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,113 shares; 2024Q4: 28,703 shares; 2025Q1: 28,785 shares; 2025Q2: 35,786 shares; 2025Q3: 36,344 shares 36,344 $3.02M 0.01% +558 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,302 shares; 2024Q4: 34,275 shares; 2025Q1: 39,189 shares; 2025Q2: 45,467 shares; 2025Q3: 46,587 shares 46,587 $3.02M 0.01% +1,120 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,892 shares; 2024Q4: 172,642 shares; 2025Q1: 233,356 shares; 2025Q2: 203,808 shares; 2025Q3: 247,185 shares 247,185 $3.02M 0.01% +43,377 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 11,680 shares; 2025Q1: 5,118 shares; 2025Q2: 6,563 shares; 2025Q3: 11,651 shares 11,651 $3.01M 0.01% +5,088 Timeline EVSM 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: 4,034 shares; 2024Q4: 11,924 shares; 2025Q1: 20,570 shares; 2025Q2: 49,083 shares; 2025Q3: 59,689 shares 59,689 $3.01M 0.01% +10,606 Timeline FVAL 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: 36,719 shares; 2024Q4: 37,650 shares; 2025Q1: 34,601 shares; 2025Q2: 43,647 shares; 2025Q3: 43,495 shares 43,495 $3M 0.01% -152 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,913 shares; 2024Q4: 9,983 shares; 2025Q1: 10,075 shares; 2025Q2: 10,314 shares; 2025Q3: 10,433 shares 10,433 $3M 0.01% +119 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,193 shares; 2024Q4: 235,711 shares; 2025Q1: 241,993 shares; 2025Q2: 239,956 shares; 2025Q3: 256,134 shares 256,134 $2.99M 0.01% +16,178 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,480 shares; 2024Q4: 19,945 shares; 2025Q1: 26,265 shares; 2025Q2: 26,716 shares; 2025Q3: 26,829 shares 26,829 $2.99M 0.01% +113 Timeline GOLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,692 shares; 2025Q3: 90,623 shares 90,623 $2.99M 0.01% +12,931 Timeline FNY 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: 81,427 shares; 2024Q4: 17,759 shares; 2025Q1: 18,630 shares; 2025Q2: 18,995 shares; 2025Q3: 32,612 shares 32,612 $2.99M 0.01% +13,617 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,243 shares; 2024Q4: 46,037 shares; 2025Q1: 68,244 shares; 2025Q2: 67,860 shares; 2025Q3: 54,881 shares 54,881 $2.99M 0.01% -12,979 Timeline VFMO 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: 17,360 shares; 2024Q4: 17,375 shares; 2025Q1: 16,545 shares; 2025Q2: 15,560 shares; 2025Q3: 15,571 shares 15,571 $2.98M 0.01% +11 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,262 shares; 2024Q4: 46,115 shares; 2025Q1: 46,708 shares; 2025Q2: 45,082 shares; 2025Q3: 48,328 shares 48,328 $2.98M 0.01% +3,246 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,985 shares; 2024Q4: 106,094 shares; 2025Q1: 60,937 shares; 2025Q2: 59,090 shares; 2025Q3: 56,013 shares 56,013 $2.96M 0.01% -3,077 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,260 shares; 2024Q4: 86,133 shares; 2025Q1: 215,707 shares; 2025Q2: 207,751 shares; 2025Q3: 157,431 shares 157,431 $2.95M 0.01% -50,320 Timeline FFLG 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: 78,900 shares; 2024Q4: 95,755 shares; 2025Q1: 99,962 shares; 2025Q2: 96,072 shares; 2025Q3: 99,799 shares 99,799 $2.94M 0.01% +3,727 Timeline JULW 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: 118,351 shares; 2024Q4: 76,466 shares; 2025Q1: 71,976 shares; 2025Q2: 69,912 shares; 2025Q3: 76,379 shares 76,379 $2.93M 0.01% +6,467 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,904 shares; 2025Q2: 21,740 shares; 2025Q3: 38,763 shares 38,763 $2.93M 0.01% +17,023 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,117 shares; 2024Q4: 69,042 shares; 2025Q1: 65,382 shares; 2025Q2: 65,841 shares; 2025Q3: 71,171 shares 71,171 $2.92M 0.01% +5,330 Timeline PFFD 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: 129,806 shares; 2024Q4: 169,511 shares; 2025Q1: 155,630 shares; 2025Q2: 150,010 shares; 2025Q3: 150,124 shares 150,124 $2.92M 0.01% +114 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,060 shares; 2024Q4: 49,956 shares; 2025Q1: 41,403 shares; 2025Q2: 65,587 shares; 2025Q3: 45,226 shares 45,226 $2.92M 0.01% -20,361 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,762 shares; 2024Q4: 40,434 shares; 2025Q1: 40,733 shares; 2025Q2: 38,036 shares; 2025Q3: 35,529 shares 35,529 $2.91M 0.01% -2,507 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,924 shares; 2024Q4: 131,467 shares; 2025Q1: 133,304 shares; 2025Q2: 126,908 shares; 2025Q3: 117,818 shares 117,818 $2.91M 0.01% -9,090 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,850 shares; 2024Q4: 57,369 shares; 2025Q1: 72,083 shares; 2025Q2: 58,989 shares; 2025Q3: 60,416 shares 60,416 $2.91M 0.01% +1,427 Timeline SRVR 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: 126,040 shares; 2024Q4: 79,644 shares; 2025Q1: 95,459 shares; 2025Q2: 72,179 shares; 2025Q3: 91,739 shares 91,739 $2.91M 0.01% +19,560 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,328 shares; 2024Q4: 160,333 shares; 2025Q1: 120,099 shares; 2025Q2: 115,224 shares; 2025Q3: 118,017 shares 118,017 $2.9M 0.01% +2,793 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,277 shares; 2024Q4: 176,890 shares; 2025Q1: 176,813 shares; 2025Q2: 153,564 shares; 2025Q3: 149,971 shares 149,971 $2.89M 0.01% -3,593 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,665 shares; 2024Q4: 255,100 shares; 2025Q1: 257,992 shares; 2025Q2: 254,973 shares; 2025Q3: 253,448 shares 253,448 $2.89M 0.01% -1,525 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,028 shares; 2024Q4: 59,857 shares; 2025Q1: 55,375 shares; 2025Q2: 48,311 shares; 2025Q3: 56,667 shares 56,667 $2.86M 0.01% +8,356 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154 shares; 2024Q4: 9,685 shares; 2025Q1: 9,131 shares; 2025Q2: 9,736 shares; 2025Q3: 10,435 shares 10,435 $2.86M 0.01% +699 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,239 shares; 2024Q4: 166,179 shares; 2025Q1: 156,523 shares; 2025Q2: 148,563 shares; 2025Q3: 245,116 shares 245,116 $2.84M 0.01% +96,553 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,502 shares; 2024Q4: 15,003 shares; 2025Q1: 13,924 shares; 2025Q2: 13,300 shares; 2025Q3: 13,637 shares 13,637 $2.84M 0.01% +337 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 15,252 shares; 2025Q1: 18,603 shares; 2025Q2: 16,273 shares; 2025Q3: 30,258 shares 30,258 $2.84M 0.01% +13,985 Timeline VRP 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: 277,661 shares; 2024Q4: 248,549 shares; 2025Q1: 213,592 shares; 2025Q2: 103,903 shares; 2025Q3: 114,899 shares 114,899 $2.84M 0.01% +10,996 Timeline CNTY CENTURY CASINOS INC More: the full row for CENTURY CASINOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,275 shares; 2024Q4: 628,100 shares; 2025Q1: 760,800 shares; 2025Q2: 1,062,400 shares; 2025Q3: 1,084,955 shares 1,084,955 $2.83M 0.01% +22,555 Timeline PFM 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: 38,281 shares; 2024Q4: 45,988 shares; 2025Q1: 51,892 shares; 2025Q2: 54,635 shares; 2025Q3: 55,715 shares 55,715 $2.83M 0.01% +1,080 Timeline SKOR 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: 7,117 shares; 2024Q4: 17,496 shares; 2025Q1: 16,942 shares; 2025Q2: 54,100 shares; 2025Q3: 57,085 shares 57,085 $2.81M 0.01% +2,985 Timeline SEPW 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: 37,556 shares; 2024Q4: 36,769 shares; 2025Q1: 33,314 shares; 2025Q2: 40,995 shares; 2025Q3: 89,486 shares 89,486 $2.81M 0.01% +48,491 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,239 shares; 2024Q4: 99,813 shares; 2025Q1: 95,395 shares; 2025Q2: 88,430 shares; 2025Q3: 80,734 shares 80,734 $2.81M 0.01% -7,696 Timeline PMBS 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: 13,273 shares; 2024Q4: 52,771 shares; 2025Q1: 51,455 shares; 2025Q2: 52,201 shares; 2025Q3: 56,366 shares 56,366 $2.8M 0.01% +4,165 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,573 shares; 2024Q4: 126,111 shares; 2025Q1: 113,720 shares; 2025Q2: 97,345 shares; 2025Q3: 81,566 shares 81,566 $2.79M 0.01% -15,779 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,793 shares 111,793 $2.79M 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,102 shares; 2024Q4: 30,049 shares; 2025Q1: 30,558 shares; 2025Q2: 30,598 shares; 2025Q3: 62,066 shares 62,066 $2.79M 0.01% +31,468 Timeline QCLN 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: 79,727 shares; 2024Q4: 69,184 shares; 2025Q1: 53,160 shares; 2025Q2: 38,359 shares; 2025Q3: 66,354 shares 66,354 $2.78M 0.01% +27,995 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,827 shares; 2024Q4: 406,448 shares; 2025Q1: 421,383 shares; 2025Q2: 314,516 shares; 2025Q3: 387,083 shares 387,083 $2.78M 0.01% +72,567 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,854 shares; 2024Q4: 17,605 shares; 2025Q1: 31,723 shares; 2025Q2: 36,621 shares; 2025Q3: 35,791 shares 35,791 $2.77M 0.01% -830 Timeline SDIV 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: 83,100 shares; 2024Q4: 89,296 shares; 2025Q1: 116,390 shares; 2025Q2: 120,288 shares; 2025Q3: 115,428 shares 115,428 $2.77M 0.01% -4,860 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,119 shares; 2025Q2: 25,781 shares; 2025Q3: 34,278 shares 34,278 $2.77M 0.01% +8,497 Timeline FGD 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: 73,065 shares; 2024Q4: 82,107 shares; 2025Q1: 81,740 shares; 2025Q2: 92,782 shares; 2025Q3: 96,204 shares 96,204 $2.77M 0.01% +3,422 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 15,627 shares; 2025Q1: 54,938 shares; 2025Q2: 81,516 shares; 2025Q3: 108,280 shares 108,280 $2.76M 0.01% +26,764 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,580 shares; 2024Q4: 74,288 shares; 2025Q1: 42,012 shares; 2025Q2: 47,941 shares; 2025Q3: 52,894 shares 52,894 $2.76M 0.01% +4,953 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,236 shares; 2024Q4: 5,102 shares; 2025Q1: 5,133 shares; 2025Q2: 5,045 shares; 2025Q3: 5,229 shares 5,229 $2.74M 0.01% +184 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,798 shares; 2024Q4: 224,915 shares; 2025Q1: 219,771 shares; 2025Q2: 218,419 shares; 2025Q3: 207,936 shares 207,936 $2.73M 0.01% -10,483 Timeline SSUS 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: 61,404 shares; 2024Q4: 61,345 shares; 2025Q1: 56,484 shares; 2025Q2: 44,440 shares; 2025Q3: 56,575 shares 56,575 $2.73M 0.01% +12,135 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,731 shares 28,731 $2.72M 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,407 shares; 2024Q4: 468,412 shares; 2025Q1: 464,097 shares; 2025Q2: 485,176 shares; 2025Q3: 536,952 shares 536,952 $2.72M 0.01% +51,776 Timeline RSPN 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: 43,302 shares; 2024Q4: 45,990 shares; 2025Q1: 44,711 shares; 2025Q2: 45,845 shares; 2025Q3: 48,512 shares 48,512 $2.72M 0.01% +2,667 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,187 shares; 2024Q4: 64,658 shares; 2025Q1: 63,687 shares; 2025Q2: 73,900 shares; 2025Q3: 67,224 shares 67,224 $2.72M 0.01% -6,676 Timeline FTQI 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: 51,754 shares; 2024Q4: 96,962 shares; 2025Q1: 113,770 shares; 2025Q2: 117,273 shares; 2025Q3: 131,973 shares 131,973 $2.72M 0.01% +14,700 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,945 shares; 2024Q4: 33,543 shares; 2025Q1: 32,762 shares; 2025Q2: 34,063 shares; 2025Q3: 39,858 shares 39,858 $2.72M 0.01% +5,795 Timeline MRSK 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: 18,789 shares; 2024Q4: 20,733 shares; 2025Q1: 65,188 shares; 2025Q2: 65,324 shares; 2025Q3: 75,998 shares 75,998 $2.71M 0.01% +10,674 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,548 shares; 2025Q1: 5,315 shares; 2025Q2: 8,584 shares; 2025Q3: 9,389 shares 9,389 $2.7M 0.01% +805 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,427 shares; 2024Q4: 9,306 shares; 2025Q1: 9,124 shares; 2025Q2: 8,679 shares; 2025Q3: 8,769 shares 8,769 $2.7M 0.01% +90 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,942 shares; 2024Q4: 13,303 shares; 2025Q1: 14,489 shares; 2025Q2: 12,677 shares; 2025Q3: 14,145 shares 14,145 $2.69M 0.01% +1,468 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,686 shares; 2024Q4: 35,996 shares; 2025Q1: 31,176 shares; 2025Q2: 21,029 shares; 2025Q3: 37,325 shares 37,325 $2.69M 0.01% +16,296 Timeline VSDA 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: 45,050 shares; 2024Q4: 44,901 shares; 2025Q1: 43,762 shares; 2025Q2: 44,522 shares; 2025Q3: 50,261 shares 50,261 $2.69M 0.01% +5,739 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,674 shares; 2025Q1: 60,786 shares; 2025Q2: 51,973 shares; 2025Q3: 41,682 shares 41,682 $2.69M 0.01% -10,291 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,741 shares; 2025Q1: 12,420 shares; 2025Q2: 13,678 shares; 2025Q3: 15,988 shares 15,988 $2.68M 0.01% +2,310 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,070 shares; 2024Q4: 37,508 shares; 2025Q1: 45,517 shares; 2025Q2: 45,117 shares; 2025Q3: 46,557 shares 46,557 $2.68M 0.01% +1,440 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,033 shares; 2024Q4: 256,741 shares; 2025Q1: 207,895 shares; 2025Q2: 218,223 shares; 2025Q3: 235,056 shares 235,056 $2.68M 0.01% +16,833 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,344 shares; 2025Q3: 99,453 shares 99,453 $2.67M 0.01% +3,109 Timeline FLCG 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: 7,134 shares; 2025Q1: 81,451 shares; 2025Q2: 81,320 shares; 2025Q3: 81,875 shares 81,875 $2.67M 0.01% +555 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,673 shares; 2024Q4: 56,491 shares; 2025Q1: 42,786 shares; 2025Q2: 41,154 shares; 2025Q3: 40,536 shares 40,536 $2.67M 0.01% -618 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,593 shares; 2024Q4: 100,665 shares; 2025Q1: 95,045 shares; 2025Q2: 95,760 shares; 2025Q3: 91,130 shares 91,130 $2.67M 0.01% -4,630 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 38,891 shares; 2025Q1: 41,213 shares; 2025Q2: 38,430 shares; 2025Q3: 44,746 shares 44,746 $2.67M 0.01% +6,316 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,098 shares; 2024Q4: 31,302 shares; 2025Q1: 31,673 shares; 2025Q2: 29,640 shares; 2025Q3: 29,133 shares 29,133 $2.66M 0.01% -507 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,839 shares; 2024Q4: 96,192 shares; 2025Q1: 74,456 shares; 2025Q2: 77,572 shares; 2025Q3: 63,208 shares 63,208 $2.66M 0.01% -14,364 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,463 shares; 2024Q4: 90,707 shares; 2025Q1: 87,265 shares; 2025Q2: 144,297 shares; 2025Q3: 277,771 shares 277,771 $2.66M 0.01% +133,474 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,861 shares; 2024Q4: 229,283 shares; 2025Q1: 290,878 shares; 2025Q2: 278,027 shares; 2025Q3: 280,102 shares 280,102 $2.66M 0.01% +2,075 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,367 shares; 2024Q4: 23,456 shares; 2025Q1: 22,565 shares; 2025Q2: 20,939 shares; 2025Q3: 20,742 shares 20,742 $2.66M 0.01% -197 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,238 shares; 2025Q1: 4,216 shares; 2025Q2: 5,473 shares; 2025Q3: 5,494 shares 5,494 $2.66M 0.01% +21 Timeline MDIV 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: 122,646 shares; 2024Q4: 166,882 shares; 2025Q1: 173,028 shares; 2025Q2: 149,886 shares; 2025Q3: 165,789 shares 165,789 $2.66M 0.01% +15,903 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,082 shares; 2025Q3: 46,636 shares 46,636 $2.65M 0.01% +34,554 Timeline SNOV 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: 102,920 shares; 2024Q4: 165,740 shares; 2025Q1: 157,200 shares; 2025Q2: 130,441 shares; 2025Q3: 107,219 shares 107,219 $2.65M 0.01% -23,222 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,028 shares; 2024Q4: 279,940 shares; 2025Q1: 312,908 shares; 2025Q2: 288,560 shares; 2025Q3: 290,724 shares 290,724 $2.65M 0.01% +2,164 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 24,974 shares; 2025Q1: 26,359 shares; 2025Q2: 26,247 shares; 2025Q3: 28,231 shares 28,231 $2.64M 0.01% +1,984 Timeline DDEC 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: 48,618 shares; 2024Q4: 51,377 shares; 2025Q1: 77,365 shares; 2025Q2: 63,854 shares; 2025Q3: 60,192 shares 60,192 $2.63M 0.01% -3,662 Timeline EMHC 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: 54,201 shares; 2024Q4: 57,274 shares; 2025Q1: 97,830 shares; 2025Q2: 104,353 shares; 2025Q3: 104,428 shares 104,428 $2.63M 0.01% +75 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,564 shares; 2024Q4: 44,513 shares; 2025Q1: 40,365 shares; 2025Q2: 41,876 shares; 2025Q3: 107,886 shares 107,886 $2.62M 0.01% +66,010 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,424 shares; 2024Q4: 53,824 shares; 2025Q1: 49,607 shares; 2025Q2: 52,719 shares; 2025Q3: 52,682 shares 52,682 $2.62M 0.01% -37 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,505 shares; 2024Q4: 367,092 shares; 2025Q1: 345,910 shares; 2025Q2: 324,080 shares; 2025Q3: 320,793 shares 320,793 $2.61M 0.01% -3,287 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,532 shares; 2025Q1: 5,035 shares; 2025Q2: 4,559 shares; 2025Q3: 5,470 shares 5,470 $2.61M 0.01% +911 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,886 shares; 2025Q1: 2,199 shares; 2025Q2: 3,202 shares; 2025Q3: 14,726 shares 14,726 $2.6M 0.01% +11,524 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,151 shares; 2024Q4: 15,536 shares; 2025Q1: 16,231 shares; 2025Q2: 15,590 shares; 2025Q3: 15,603 shares 15,603 $2.6M 0.01% +13 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 56,463 shares; 2025Q1: 41,080 shares; 2025Q2: 42,517 shares; 2025Q3: 43,025 shares 43,025 $2.6M 0.01% +508 Timeline CFA 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: 27,598 shares; 2024Q4: 27,563 shares; 2025Q1: 28,555 shares; 2025Q2: 28,566 shares; 2025Q3: 28,567 shares 28,567 $2.6M 0.01% +1 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 9,694 shares; 2025Q1: 9,486 shares; 2025Q2: 9,327 shares; 2025Q3: 9,252 shares 9,252 $2.6M 0.01% -75 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,620 shares; 2024Q4: 48,709 shares; 2025Q1: 47,328 shares; 2025Q2: 69,995 shares; 2025Q3: 77,773 shares 77,773 $2.6M 0.01% +7,778 Timeline TDVG 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: 29,912 shares; 2024Q4: 31,899 shares; 2025Q1: 50,670 shares; 2025Q2: 57,224 shares; 2025Q3: 59,002 shares 59,002 $2.59M 0.01% +1,778 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,830 shares; 2024Q4: 119,458 shares; 2025Q1: 116,761 shares; 2025Q2: 105,633 shares; 2025Q3: 112,203 shares 112,203 $2.59M 0.01% +6,570 GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,334 shares; 2024Q4: 37,793 shares; 2025Q1: 38,679 shares; 2025Q2: 37,943 shares; 2025Q3: 48,787 shares 48,787 $2.58M 0.01% +10,844 Timeline FPXI 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: 19,209 shares; 2024Q4: 34,007 shares; 2025Q1: 32,585 shares; 2025Q2: 22,084 shares; 2025Q3: 43,037 shares 43,037 $2.58M 0.01% +20,953 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 4,938 shares; 2025Q1: 6,156 shares; 2025Q2: 21,365 shares; 2025Q3: 55,346 shares 55,346 $2.57M 0.01% +33,981 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,746 shares; 2025Q1: 4,487 shares; 2025Q2: 12,701 shares; 2025Q3: 14,882 shares 14,882 $2.57M 0.01% +2,181 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 13,547 shares; 2025Q1: 18,591 shares; 2025Q2: 66,583 shares; 2025Q3: 66,987 shares 66,987 $2.57M 0.01% +404 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,406 shares; 2025Q2: 29,613 shares; 2025Q3: 58,109 shares 58,109 $2.57M 0.01% +28,496 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 8,520 shares; 2025Q1: 8,951 shares; 2025Q2: 9,434 shares; 2025Q3: 10,375 shares 10,375 $2.57M 0.01% +941 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 5,983 shares; 2025Q1: 10,187 shares; 2025Q2: 11,602 shares; 2025Q3: 9,998 shares 9,998 $2.56M 0.01% -1,604 Timeline HFSI 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: not reported; 2025Q2: not reported; 2025Q3: 72,072 shares 72,072 $2.56M 0.01% new Timeline JPUS 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: 20,879 shares; 2024Q4: 20,879 shares; 2025Q1: 20,313 shares; 2025Q2: 20,413 shares; 2025Q3: 20,633 shares 20,633 $2.56M 0.01% +220 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,881 shares; 2025Q1: 101,497 shares; 2025Q2: 100,797 shares; 2025Q3: 109,657 shares 109,657 $2.56M 0.01% +8,860 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 2,866 shares; 2025Q1: 2,669 shares; 2025Q2: 2,574 shares; 2025Q3: 9,283 shares 9,283 $2.55M 0.01% +6,709 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH 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: 22,078 shares; 2025Q3: 79,471 shares 79,471 $2.55M 0.01% +57,393 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,820 shares; 2025Q3: 19,230 shares 19,230 $2.55M 0.01% +16,410 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 12,256 shares; 2025Q1: 17,409 shares; 2025Q2: 15,277 shares; 2025Q3: 14,264 shares 14,264 $2.55M 0.01% -1,013 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,002 shares; 2024Q4: 47,586 shares; 2025Q1: 28,150 shares; 2025Q2: 37,122 shares; 2025Q3: 44,294 shares 44,294 $2.55M 0.01% +7,172 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,017 shares; 2024Q4: 149,983 shares; 2025Q1: 154,777 shares; 2025Q2: 164,432 shares; 2025Q3: 175,926 shares 175,926 $2.55M 0.01% +11,494 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,599 shares; 2024Q4: 52,874 shares; 2025Q1: 32,540 shares; 2025Q2: 24,641 shares; 2025Q3: 26,378 shares 26,378 $2.54M 0.01% +1,737 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,593 shares; 2024Q4: 206,451 shares; 2025Q1: 211,757 shares; 2025Q2: 196,071 shares; 2025Q3: 158,275 shares 158,275 $2.54M 0.01% -37,796 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,409 shares; 2024Q4: 47,283 shares; 2025Q1: 43,191 shares; 2025Q2: 49,734 shares; 2025Q3: 52,432 shares 52,432 $2.54M 0.01% +2,698 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,588 shares; 2024Q4: 28,918 shares; 2025Q1: 25,313 shares; 2025Q2: 30,871 shares; 2025Q3: 30,255 shares 30,255 $2.54M 0.01% -616 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,748 shares; 2024Q4: 60,195 shares; 2025Q1: 95,925 shares; 2025Q2: 51,586 shares; 2025Q3: 33,848 shares 33,848 $2.53M 0.01% -17,738 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,272 shares; 2024Q4: 121,349 shares; 2025Q1: 125,064 shares; 2025Q2: 126,720 shares; 2025Q3: 138,173 shares 138,173 $2.53M 0.01% +11,453 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,536 shares; 2025Q2: 51,976 shares; 2025Q3: 47,807 shares 47,807 $2.52M 0.01% -4,169 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,569 shares; 2024Q4: 62,342 shares; 2025Q1: 68,773 shares; 2025Q2: 71,542 shares; 2025Q3: 70,317 shares 70,317 $2.51M 0.01% -1,225 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,714 shares; 2024Q4: 29,365 shares; 2025Q1: 29,287 shares; 2025Q2: 30,132 shares; 2025Q3: 31,637 shares 31,637 $2.51M 0.01% +1,505 Timeline CANQ 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: 27,780 shares; 2025Q2: 81,980 shares; 2025Q3: 83,349 shares 83,349 $2.51M 0.01% +1,369 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,217 shares; 2024Q4: 79,844 shares; 2025Q1: 113,226 shares; 2025Q2: 112,294 shares; 2025Q3: 118,893 shares 118,893 $2.5M 0.01% +6,599 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 14,522 shares; 2025Q1: 15,534 shares; 2025Q2: 62,777 shares; 2025Q3: 62,400 shares 62,400 $2.5M 0.01% -377 Timeline INDS 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: 101,134 shares; 2024Q4: 61,102 shares; 2025Q1: 60,881 shares; 2025Q2: 63,768 shares; 2025Q3: 67,090 shares 67,090 $2.5M 0.01% +3,322 Timeline TFLR 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: 10,259 shares; 2024Q4: 16,014 shares; 2025Q1: 31,385 shares; 2025Q2: 46,565 shares; 2025Q3: 48,458 shares 48,458 $2.49M 0.01% +1,893 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,851 shares; 2025Q3: 26,334 shares 26,334 $2.49M 0.01% -2,517 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,096 shares; 2024Q4: 59,700 shares; 2025Q1: 53,899 shares; 2025Q2: 34,059 shares; 2025Q3: 41,670 shares 41,670 $2.49M 0.01% +7,611 PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,499 shares; 2024Q4: 64,927 shares; 2025Q1: 110,504 shares; 2025Q2: 124,374 shares; 2025Q3: 136,196 shares 136,196 $2.48M 0.01% +11,822 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,872 shares; 2024Q4: 12,475 shares; 2025Q1: 13,096 shares; 2025Q2: 11,606 shares; 2025Q3: 10,891 shares 10,891 $2.48M 0.01% -715 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,263 shares; 2024Q4: 23,805 shares; 2025Q1: 30,802 shares; 2025Q2: 42,087 shares; 2025Q3: 47,656 shares 47,656 $2.48M 0.01% +5,569 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,945 shares; 2024Q4: 28,035 shares; 2025Q1: 24,494 shares; 2025Q2: 27,429 shares; 2025Q3: 32,255 shares 32,255 $2.47M 0.01% +4,826 Timeline FXG 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: 34,341 shares; 2024Q4: 35,389 shares; 2025Q1: 33,216 shares; 2025Q2: 40,960 shares; 2025Q3: 39,315 shares 39,315 $2.46M 0.01% -1,645 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 7,215 shares; 2025Q1: 8,908 shares; 2025Q2: 10,515 shares; 2025Q3: 12,916 shares 12,916 $2.46M 0.01% +2,401 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,478 shares; 2024Q4: 44,491 shares; 2025Q1: 41,964 shares; 2025Q2: 42,865 shares; 2025Q3: 46,263 shares 46,263 $2.46M 0.01% +3,398 Timeline XDEC 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: 150,954 shares; 2024Q4: 116,926 shares; 2025Q1: 136,120 shares; 2025Q2: 100,079 shares; 2025Q3: 61,299 shares 61,299 $2.46M 0.01% -38,780 Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,491 shares; 2024Q4: 43,982 shares; 2025Q1: 45,452 shares; 2025Q2: 42,730 shares; 2025Q3: 43,749 shares 43,749 $2.46M 0.01% +1,019 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 5,953 shares; 2025Q1: 6,302 shares; 2025Q2: 6,236 shares; 2025Q3: 7,797 shares 7,797 $2.46M 0.01% +1,561 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,342 shares; 2024Q4: 12,091 shares; 2025Q1: 12,802 shares; 2025Q2: 13,653 shares; 2025Q3: 13,814 shares 13,814 $2.46M 0.01% +161 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,378 shares; 2024Q4: 478,099 shares; 2025Q1: 494,708 shares; 2025Q2: 531,744 shares; 2025Q3: 421,303 shares 421,303 $2.45M 0.01% -110,441 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 20,099 shares; 2025Q1: 22,230 shares; 2025Q2: 20,971 shares; 2025Q3: 18,537 shares 18,537 $2.45M 0.01% -2,434 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,851 shares; 2025Q1: 10,680 shares; 2025Q2: 11,132 shares; 2025Q3: 12,143 shares 12,143 $2.45M 0.01% +1,011 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,218 shares; 2024Q4: 118,219 shares; 2025Q1: 113,777 shares; 2025Q2: 89,608 shares; 2025Q3: 76,437 shares 76,437 $2.44M 0.01% -13,171 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 11,332 shares; 2025Q1: 11,795 shares; 2025Q2: 27,820 shares; 2025Q3: 29,213 shares 29,213 $2.44M 0.01% +1,393 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 28,850 shares; 2025Q1: 36,125 shares; 2025Q2: 54,230 shares; 2025Q3: 62,460 shares 62,460 $2.43M 0.01% +8,230 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,448 shares; 2024Q4: 14,658 shares; 2025Q1: 9,520 shares; 2025Q2: 14,150 shares; 2025Q3: 13,603 shares 13,603 $2.42M 0.01% -547 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,915 shares; 2024Q4: 92,430 shares; 2025Q1: 95,862 shares; 2025Q2: 93,617 shares; 2025Q3: 76,159 shares 76,159 $2.42M 0.01% -17,458 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,614 shares; 2024Q4: 13,457 shares; 2025Q1: 11,603 shares; 2025Q2: 8,598 shares; 2025Q3: 18,846 shares 18,846 $2.42M 0.01% +10,248 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 12,709 shares; 2025Q2: 12,784 shares; 2025Q3: 82,767 shares 82,767 $2.42M 0.01% +69,983 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,405 shares; 2024Q4: 49,617 shares; 2025Q1: 53,484 shares; 2025Q2: 50,586 shares; 2025Q3: 52,114 shares 52,114 $2.41M 0.01% +1,528 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,778 shares; 2024Q4: 25,125 shares; 2025Q1: 23,414 shares; 2025Q2: 24,632 shares; 2025Q3: 30,580 shares 30,580 $2.4M 0.01% +5,948 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,387 shares; 2024Q4: 85,760 shares; 2025Q1: 99,620 shares; 2025Q2: 114,180 shares; 2025Q3: 156,335 shares 156,335 $2.4M 0.01% +42,155 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,483 shares; 2025Q1: 12,564 shares; 2025Q2: 13,319 shares; 2025Q3: 11,889 shares 11,889 $2.4M 0.01% -1,430 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 14,959 shares; 2025Q1: 16,317 shares; 2025Q2: 17,956 shares; 2025Q3: 17,763 shares 17,763 $2.39M 0.01% -193 Timeline TGRT 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: not reported; 2024Q4: 8,102 shares; 2025Q1: 15,579 shares; 2025Q2: 51,907 shares; 2025Q3: 54,797 shares 54,797 $2.39M 0.01% +2,890 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 3,214 shares; 2025Q3: 3,238 shares 3,238 $2.39M 0.01% +24 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,886 shares; 2024Q4: 11,906 shares; 2025Q1: 9,191 shares; 2025Q2: 9,693 shares; 2025Q3: 10,514 shares 10,514 $2.39M 0.01% +821 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,381 shares; 2024Q4: 49,985 shares; 2025Q1: 45,007 shares; 2025Q2: 52,092 shares; 2025Q3: 45,670 shares 45,670 $2.39M 0.01% -6,422 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,689 shares; 2024Q4: 64,968 shares; 2025Q1: 68,778 shares; 2025Q2: 59,459 shares; 2025Q3: 53,589 shares 53,589 $2.38M 0.01% -5,870 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,761 shares; 2025Q1: 6,421 shares; 2025Q2: 11,644 shares; 2025Q3: 15,980 shares 15,980 $2.38M 0.01% +4,336 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,210 shares; 2024Q4: 19,604 shares; 2025Q1: 23,738 shares; 2025Q2: 21,328 shares; 2025Q3: 18,533 shares 18,533 $2.38M 0.01% -2,795 Timeline NUDV 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: not reported; 2024Q4: 12,053 shares; 2025Q1: 88,190 shares; 2025Q2: 81,182 shares; 2025Q3: 81,646 shares 81,646 $2.38M 0.01% +464 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,464 shares; 2025Q1: 3,561 shares; 2025Q2: 3,777 shares; 2025Q3: 34,464 shares 34,464 $2.38M 0.01% +30,687 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,659 shares; 2024Q4: 141,631 shares; 2025Q1: 135,980 shares; 2025Q2: 135,593 shares; 2025Q3: 131,716 shares 131,716 $2.38M 0.01% -3,877 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,625 shares; 2024Q4: 68,011 shares; 2025Q1: 59,402 shares; 2025Q2: 59,829 shares; 2025Q3: 61,744 shares 61,744 $2.36M 0.01% +1,915 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,907 shares; 2024Q4: 84,120 shares; 2025Q1: 99,915 shares; 2025Q2: 105,012 shares; 2025Q3: 104,618 shares 104,618 $2.36M 0.01% -394 Timeline SPGM 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: 18,657 shares; 2024Q4: 19,229 shares; 2025Q1: 22,248 shares; 2025Q2: 27,088 shares; 2025Q3: 31,410 shares 31,410 $2.35M 0.01% +4,322 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 7,415 shares; 2025Q1: 6,851 shares; 2025Q2: 8,778 shares; 2025Q3: 9,064 shares 9,064 $2.35M 0.01% +286 Timeline JPLD 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: 4,055 shares; 2024Q4: 16,458 shares; 2025Q1: 17,572 shares; 2025Q2: 20,294 shares; 2025Q3: 44,747 shares 44,747 $2.35M 0.01% +24,453 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,864 shares; 2024Q4: 37,582 shares; 2025Q1: 44,750 shares; 2025Q2: 44,685 shares; 2025Q3: 61,298 shares 61,298 $2.33M 0.01% +16,613 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,733 shares; 2024Q4: 55,726 shares; 2025Q1: 54,382 shares; 2025Q2: 54,446 shares; 2025Q3: 54,134 shares 54,134 $2.33M 0.01% -312 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,053 shares; 2024Q4: 23,113 shares; 2025Q1: 23,956 shares; 2025Q2: 35,287 shares; 2025Q3: 51,670 shares 51,670 $2.32M 0.01% +16,383 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,636 shares; 2024Q4: 34,156 shares; 2025Q1: 34,891 shares; 2025Q2: 35,563 shares; 2025Q3: 34,830 shares 34,830 $2.32M 0.01% -733 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,992 shares; 2025Q3: 88,991 shares 88,991 $2.32M 0.01% +999 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,898 shares; 2024Q4: 61,976 shares; 2025Q1: 63,720 shares; 2025Q2: 70,852 shares; 2025Q3: 76,003 shares 76,003 $2.32M 0.01% +5,151 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,635 shares; 2024Q4: 25,407 shares; 2025Q1: 27,701 shares; 2025Q2: 27,054 shares; 2025Q3: 32,182 shares 32,182 $2.31M 0.01% +5,128 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,964 shares; 2024Q4: 76,110 shares; 2025Q1: 55,052 shares; 2025Q2: 51,884 shares; 2025Q3: 57,054 shares 57,054 $2.31M 0.01% +5,170 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,596 shares; 2024Q4: 93,278 shares; 2025Q1: 94,117 shares; 2025Q2: 76,685 shares; 2025Q3: 83,060 shares 83,060 $2.31M 0.01% +6,375 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 8,141 shares; 2025Q1: 7,309 shares; 2025Q2: 6,793 shares; 2025Q3: 12,505 shares 12,505 $2.31M 0.01% +5,712 Timeline VCEB 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: 32,054 shares; 2024Q4: 32,594 shares; 2025Q1: 32,176 shares; 2025Q2: 33,191 shares; 2025Q3: 35,911 shares 35,911 $2.31M 0.01% +2,720 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,950 shares; 2024Q4: 105,567 shares; 2025Q1: 73,856 shares; 2025Q2: 74,608 shares; 2025Q3: 82,464 shares 82,464 $2.29M 0.01% +7,856 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,177 shares; 2025Q3: 54,656 shares 54,656 $2.29M 0.01% +479 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,388 shares; 2024Q4: 93,971 shares; 2025Q1: 55,371 shares; 2025Q2: 55,625 shares; 2025Q3: 53,228 shares 53,228 $2.29M 0.01% -2,397 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,764 shares 65,764 $2.29M 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,456 shares; 2024Q4: 33,010 shares; 2025Q1: 33,328 shares; 2025Q2: 38,688 shares; 2025Q3: 48,422 shares 48,422 $2.29M 0.01% +9,734 Timeline PTIN 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: 75,384 shares; 2024Q4: 77,702 shares; 2025Q1: 79,205 shares; 2025Q2: 89,140 shares; 2025Q3: 75,033 shares 75,033 $2.29M 0.01% -14,107 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,459 shares; 2024Q4: 64,056 shares; 2025Q1: 71,663 shares; 2025Q2: 98,217 shares; 2025Q3: 140,664 shares 140,664 $2.27M 0.01% +42,447 Timeline VWOB 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: 27,513 shares; 2024Q4: 25,159 shares; 2025Q1: 21,507 shares; 2025Q2: 22,521 shares; 2025Q3: 33,912 shares 33,912 $2.27M 0.01% +11,391 Timeline DWAS 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: 70,503 shares; 2024Q4: 74,120 shares; 2025Q1: 64,064 shares; 2025Q2: 63,415 shares; 2025Q3: 24,603 shares 24,603 $2.27M 0.01% -38,812 Timeline DNL 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: 47,543 shares; 2024Q4: 49,763 shares; 2025Q1: 52,543 shares; 2025Q2: 55,025 shares; 2025Q3: 55,958 shares 55,958 $2.27M 0.01% +933 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 4,330 shares; 2025Q1: 3,920 shares; 2025Q2: 3,905 shares; 2025Q3: 4,021 shares 4,021 $2.26M 0.01% +116 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,207 shares; 2025Q1: 3,168 shares; 2025Q2: 3,249 shares; 2025Q3: 3,980 shares 3,980 $2.26M 0.01% +731 Timeline PAMC 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: 30,783 shares; 2024Q4: 30,008 shares; 2025Q1: 35,741 shares; 2025Q2: 35,621 shares; 2025Q3: 47,987 shares 47,987 $2.26M 0.01% +12,366 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,170 shares; 2024Q4: 160,343 shares; 2025Q1: 175,196 shares; 2025Q2: 196,833 shares; 2025Q3: 186,174 shares 186,174 $2.25M 0.01% -10,659 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,057 shares; 2024Q4: 171,163 shares; 2025Q1: 164,804 shares; 2025Q2: 184,708 shares; 2025Q3: 177,862 shares 177,862 $2.25M 0.01% -6,846 Timeline FXZ 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: 62,814 shares; 2024Q4: 59,707 shares; 2025Q1: 49,022 shares; 2025Q2: 41,681 shares; 2025Q3: 36,557 shares 36,557 $2.25M 0.01% -5,124 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,615 shares; 2024Q4: 223,216 shares; 2025Q1: 131,994 shares; 2025Q2: 106,620 shares; 2025Q3: 182,828 shares 182,828 $2.25M 0.01% +76,208 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,386 shares; 2024Q4: 102,106 shares; 2025Q1: 106,140 shares; 2025Q2: 115,853 shares; 2025Q3: 138,317 shares 138,317 $2.25M 0.01% +22,464 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,895 shares; 2024Q4: 17,045 shares; 2025Q1: 18,998 shares; 2025Q2: 26,409 shares; 2025Q3: 32,953 shares 32,953 $2.25M 0.01% +6,544 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,828 shares; 2025Q1: 23,247 shares; 2025Q2: 28,299 shares; 2025Q3: 29,172 shares 29,172 $2.24M 0.01% +873 Timeline IGPT 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: 37,213 shares; 2024Q4: 38,514 shares; 2025Q1: 40,318 shares; 2025Q2: 40,931 shares; 2025Q3: 41,399 shares 41,399 $2.24M 0.01% +468 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,612 shares; 2024Q4: 22,385 shares; 2025Q1: 36,289 shares; 2025Q2: 21,825 shares; 2025Q3: 22,701 shares 22,701 $2.23M 0.01% +876 Timeline CVY 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: 69,827 shares; 2024Q4: 74,807 shares; 2025Q1: 81,765 shares; 2025Q2: 82,653 shares; 2025Q3: 83,248 shares 83,248 $2.23M 0.01% +595 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,460 shares; 2024Q4: 13,349 shares; 2025Q1: 13,578 shares; 2025Q2: 14,544 shares; 2025Q3: 17,420 shares 17,420 $2.23M 0.01% +2,876 Timeline INKM SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,666 shares; 2024Q4: 60,024 shares; 2025Q1: 65,731 shares; 2025Q2: 65,840 shares; 2025Q3: 67,329 shares 67,329 $2.23M 0.01% +1,489 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,787 shares; 2024Q4: 108,787 shares; 2025Q1: 114,155 shares; 2025Q2: 107,281 shares; 2025Q3: 122,209 shares 122,209 $2.22M 0.01% +14,928 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,168 shares; 2025Q1: 91,756 shares; 2025Q2: 87,559 shares; 2025Q3: 87,122 shares 87,122 $2.22M 0.01% -437 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,360 shares; 2024Q4: 95,938 shares; 2025Q1: 101,468 shares; 2025Q2: 100,762 shares; 2025Q3: 96,665 shares 96,665 $2.22M 0.01% -4,097 Timeline SMOT 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: 98,842 shares; 2024Q4: 113,254 shares; 2025Q1: 84,297 shares; 2025Q2: 87,938 shares; 2025Q3: 61,444 shares 61,444 $2.22M 0.01% -26,494 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,695 shares; 2024Q4: 46,166 shares; 2025Q1: 46,390 shares; 2025Q2: 55,349 shares; 2025Q3: 50,836 shares 50,836 $2.21M 0.01% -4,513 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 9,367 shares; 2025Q1: 2,385 shares; 2025Q2: 2,205 shares; 2025Q3: 2,400 shares 2,400 $2.21M 0.01% +195 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,961 shares; 2025Q2: 41,351 shares; 2025Q3: 44,153 shares 44,153 $2.21M 0.01% +2,802 Timeline PEXL 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: 83,339 shares; 2024Q4: 84,103 shares; 2025Q1: 83,631 shares; 2025Q2: 49,925 shares; 2025Q3: 38,486 shares 38,486 $2.21M 0.01% -11,439 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 16,091 shares; 2025Q1: 32,866 shares; 2025Q2: 21,439 shares; 2025Q3: 21,776 shares 21,776 $2.2M 0.01% +337 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,157 shares; 2024Q4: 33,208 shares; 2025Q1: 55,194 shares; 2025Q2: 57,113 shares; 2025Q3: 54,242 shares 54,242 $2.2M 0.01% -2,871 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,023 shares; 2024Q4: 141,254 shares; 2025Q1: 131,255 shares; 2025Q2: 124,761 shares; 2025Q3: 125,788 shares 125,788 $2.2M 0.01% +1,027 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,816 shares; 2024Q4: 29,223 shares; 2025Q1: 29,563 shares; 2025Q2: 26,447 shares; 2025Q3: 27,485 shares 27,485 $2.2M 0.01% +1,038 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,694 shares; 2024Q4: 55,158 shares; 2025Q1: 53,756 shares; 2025Q2: 48,226 shares; 2025Q3: 54,394 shares 54,394 $2.19M 0.01% +6,168 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 12,375 shares; 2025Q1: 5,174 shares; 2025Q2: 5,116 shares; 2025Q3: 11,659 shares 11,659 $2.19M 0.01% +6,543 Timeline FCEF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,121 shares; 2024Q4: 79,228 shares; 2025Q1: 93,413 shares; 2025Q2: 93,569 shares; 2025Q3: 95,708 shares 95,708 $2.19M 0.01% +2,139 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,719 shares; 2024Q4: 49,388 shares; 2025Q1: 48,945 shares; 2025Q2: 48,433 shares; 2025Q3: 46,747 shares 46,747 $2.19M 0.01% -1,686 Timeline SEIM 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: 43,855 shares; 2024Q4: 44,550 shares; 2025Q1: 38,271 shares; 2025Q2: 40,528 shares; 2025Q3: 48,126 shares 48,126 $2.19M 0.01% +7,598 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 30,055 shares; 2025Q1: 31,025 shares; 2025Q2: 28,667 shares; 2025Q3: 23,785 shares 23,785 $2.18M 0.01% -4,882 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,241 shares; 2024Q4: 33,085 shares; 2025Q1: 32,867 shares; 2025Q2: 34,579 shares; 2025Q3: 85,372 shares 85,372 $2.18M 0.01% +50,793 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 7,450 shares; 2025Q1: 7,748 shares; 2025Q2: 7,781 shares; 2025Q3: 7,014 shares 7,014 $2.18M 0.01% -767 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,911 shares; 2024Q4: 42,795 shares; 2025Q1: 44,845 shares; 2025Q2: 47,250 shares; 2025Q3: 48,486 shares 48,486 $2.18M 0.01% +1,236 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,434 shares; 2025Q2: 65,076 shares; 2025Q3: 46,334 shares 46,334 $2.18M 0.01% -18,742 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,821 shares; 2024Q4: 122,316 shares; 2025Q1: 201,210 shares; 2025Q2: 230,009 shares; 2025Q3: 358,517 shares 358,517 $2.18M 0.01% +128,508 Timeline DWX 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: 18,399 shares; 2024Q4: 16,710 shares; 2025Q1: 16,412 shares; 2025Q2: 48,403 shares; 2025Q3: 50,921 shares 50,921 $2.17M 0.01% +2,518 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,409 shares; 2024Q4: 37,959 shares; 2025Q1: 63,421 shares; 2025Q2: 64,521 shares; 2025Q3: 75,666 shares 75,666 $2.17M 0.01% +11,145 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,179 shares; 2024Q4: 30,238 shares; 2025Q1: 26,178 shares; 2025Q2: 29,180 shares; 2025Q3: 30,128 shares 30,128 $2.17M 0.01% +948 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,649 shares; 2024Q4: 36,239 shares; 2025Q1: 59,086 shares; 2025Q2: 54,404 shares; 2025Q3: 33,735 shares 33,735 $2.17M 0.01% -20,669 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,023 shares; 2025Q1: 8,683 shares; 2025Q2: 10,478 shares; 2025Q3: 22,984 shares 22,984 $2.16M 0.01% +12,506 Timeline FCSH 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: 11,264 shares; 2024Q4: 16,462 shares; 2025Q1: 17,304 shares; 2025Q2: 29,818 shares; 2025Q3: 88,439 shares 88,439 $2.16M 0.01% +58,621 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,734 shares; 2024Q4: 90,660 shares; 2025Q1: 113,571 shares; 2025Q2: 90,453 shares; 2025Q3: 144,374 shares 144,374 $2.16M 0.01% +53,921 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,360 shares; 2024Q4: 67,888 shares; 2025Q1: 65,415 shares; 2025Q2: 65,851 shares; 2025Q3: 64,113 shares 64,113 $2.15M 0.01% -1,738 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,537 shares; 2024Q4: 54,528 shares; 2025Q1: 66,981 shares; 2025Q2: 76,016 shares; 2025Q3: 77,642 shares 77,642 $2.15M 0.01% +1,626 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,702 shares; 2024Q4: 13,215 shares; 2025Q1: 12,583 shares; 2025Q2: 11,466 shares; 2025Q3: 30,560 shares 30,560 $2.15M 0.01% +19,094 Timeline EVSD 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: 41,411 shares; 2025Q3: 41,843 shares 41,843 $2.15M 0.01% +432 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,755 shares; 2025Q2: 70,580 shares; 2025Q3: 93,691 shares 93,691 $2.15M 0.01% +23,111 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,367 shares; 2024Q4: 457,872 shares; 2025Q1: 430,181 shares; 2025Q2: 454,215 shares; 2025Q3: 430,043 shares 430,043 $2.15M 0.01% -24,172 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 38,841 shares; 2025Q1: 37,917 shares; 2025Q2: 27,473 shares; 2025Q3: 34,340 shares 34,340 $2.15M 0.01% +6,867 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,387 shares; 2024Q4: 15,446 shares; 2025Q1: 10,764 shares; 2025Q2: 42,763 shares; 2025Q3: 42,156 shares 42,156 $2.14M 0.01% -607 Timeline PRN 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: 30,333 shares; 2024Q4: 28,667 shares; 2025Q1: 28,229 shares; 2025Q2: 21,214 shares; 2025Q3: 12,401 shares 12,401 $2.14M 0.01% -8,813 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,190 shares; 2024Q4: 20,254 shares; 2025Q1: 19,589 shares; 2025Q2: 23,785 shares; 2025Q3: 25,627 shares 25,627 $2.14M 0.01% +1,842 Timeline FLQS 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: 49,562 shares; 2024Q4: 56,474 shares; 2025Q1: 66,218 shares; 2025Q2: 68,074 shares; 2025Q3: 48,639 shares 48,639 $2.14M 0.01% -19,435 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,293 shares; 2024Q4: 81,984 shares; 2025Q1: 88,547 shares; 2025Q2: 87,150 shares; 2025Q3: 64,112 shares 64,112 $2.13M 0.01% -23,038 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,635 shares; 2024Q4: 106,495 shares; 2025Q1: 108,646 shares; 2025Q2: 109,463 shares; 2025Q3: 110,399 shares 110,399 $2.13M 0.01% +936 Timeline DTH 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: 79,398 shares; 2024Q4: 36,402 shares; 2025Q1: 45,111 shares; 2025Q2: 44,633 shares; 2025Q3: 43,262 shares 43,262 $2.13M 0.01% -1,371 Timeline FSMB 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: 48,549 shares; 2024Q4: 45,911 shares; 2025Q1: 27,415 shares; 2025Q2: 89,466 shares; 2025Q3: 105,451 shares 105,451 $2.12M 0.01% +15,985 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,241 shares; 2024Q4: 426,138 shares; 2025Q1: 423,222 shares; 2025Q2: 397,194 shares; 2025Q3: 388,647 shares 388,647 $2.11M 0.01% -8,547 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,087 shares; 2025Q3: 33,787 shares 33,787 $2.11M 0.01% +2,700 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 13,890 shares; 2025Q1: 22,326 shares; 2025Q2: 12,828 shares; 2025Q3: 11,826 shares 11,826 $2.11M 0.01% -1,002 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,452 shares; 2024Q4: 33,070 shares; 2025Q1: 34,243 shares; 2025Q2: 28,824 shares; 2025Q3: 26,976 shares 26,976 $2.1M 0.01% -1,848 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,503 shares; 2024Q4: 121,347 shares; 2025Q1: 124,521 shares; 2025Q2: 121,530 shares; 2025Q3: 129,789 shares 129,789 $2.09M 0.01% +8,259 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,419 shares; 2024Q4: 96,570 shares; 2025Q1: 107,532 shares; 2025Q2: 100,981 shares; 2025Q3: 97,761 shares 97,761 $2.09M 0.01% -3,220 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,682 shares; 2024Q4: 95,378 shares; 2025Q1: 90,808 shares; 2025Q2: 88,721 shares; 2025Q3: 83,175 shares 83,175 $2.09M 0.01% -5,546 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,991 shares; 2024Q4: 21,039 shares; 2025Q1: 19,572 shares; 2025Q2: 19,116 shares; 2025Q3: 19,239 shares 19,239 $2.09M 0.01% +123 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,868 shares; 2024Q4: 22,547 shares; 2025Q1: 19,737 shares; 2025Q2: 27,730 shares; 2025Q3: 14,642 shares 14,642 $2.08M 0.01% -13,088 Timeline GOAU 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: 23,517 shares; 2024Q4: 23,811 shares; 2025Q1: 46,019 shares; 2025Q2: 53,284 shares; 2025Q3: 51,821 shares 51,821 $2.08M 0.01% -1,463 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,976 shares; 2025Q3: 69,692 shares 69,692 $2.08M 0.01% +1,716 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,953 shares; 2024Q4: 33,464 shares; 2025Q1: 37,723 shares; 2025Q2: 34,948 shares; 2025Q3: 35,077 shares 35,077 $2.08M 0.01% +129 Timeline SIXO 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: 37,541 shares; 2024Q4: 46,160 shares; 2025Q1: 45,236 shares; 2025Q2: 40,589 shares; 2025Q3: 61,298 shares 61,298 $2.08M 0.01% +20,709 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,092 shares; 2024Q4: 40,234 shares; 2025Q1: 20,298 shares; 2025Q2: 51,011 shares; 2025Q3: 64,246 shares 64,246 $2.08M 0.01% +13,235 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,460 shares; 2024Q4: 131,709 shares; 2025Q1: 147,415 shares; 2025Q2: 151,654 shares; 2025Q3: 146,907 shares 146,907 $2.07M 0.01% -4,747 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,277 shares; 2024Q4: 25,513 shares; 2025Q1: 14,904 shares; 2025Q2: 13,787 shares; 2025Q3: 15,385 shares 15,385 $2.07M 0.01% +1,598 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,559 shares; 2024Q4: 62,304 shares; 2025Q1: 70,207 shares; 2025Q2: 38,529 shares; 2025Q3: 39,514 shares 39,514 $2.06M 0.01% +985 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,354 shares; 2024Q4: 33,841 shares; 2025Q1: 28,459 shares; 2025Q2: 28,465 shares; 2025Q3: 26,530 shares 26,530 $2.06M 0.01% -1,935 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 16,528 shares; 2025Q1: 10,123 shares; 2025Q2: 20,397 shares; 2025Q3: 38,623 shares 38,623 $2.06M 0.01% +18,226 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 43,408 shares; 2025Q1: 42,882 shares; 2025Q2: 53,564 shares; 2025Q3: 53,101 shares 53,101 $2.06M 0.01% -463 Timeline SCHY 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: 74,397 shares; 2024Q4: 72,680 shares; 2025Q1: 71,776 shares; 2025Q2: 77,993 shares; 2025Q3: 73,606 shares 73,606 $2.06M 0.01% -4,387 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,112 shares; 2024Q4: 40,100 shares; 2025Q1: 28,684 shares; 2025Q2: 26,661 shares; 2025Q3: 29,631 shares 29,631 $2.06M 0.01% +2,970 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,663 shares; 2025Q2: 3,174 shares; 2025Q3: 27,509 shares 27,509 $2.06M 0.01% +24,335 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 10,029 shares; 2025Q1: 5,248 shares; 2025Q2: 7,195 shares; 2025Q3: 5,440 shares 5,440 $2.05M 0.01% -1,755 Timeline JPSE 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: 26,910 shares; 2024Q4: 25,294 shares; 2025Q1: 26,172 shares; 2025Q2: 23,663 shares; 2025Q3: 41,196 shares 41,196 $2.05M 0.01% +17,533 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,278 shares; 2025Q2: 92,657 shares; 2025Q3: 95,732 shares 95,732 $2.05M 0.01% +3,075 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 29,231 shares; 2025Q1: 27,428 shares; 2025Q2: 48,394 shares; 2025Q3: 36,149 shares 36,149 $2.05M 0.01% -12,245 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 5,853 shares; 2025Q1: 1,858 shares; 2025Q2: 1,562 shares; 2025Q3: 1,551 shares 1,551 $2.04M 0.01% -11 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 29,987 shares; 2025Q1: 28,107 shares; 2025Q2: 31,276 shares; 2025Q3: 33,817 shares 33,817 $2.04M 0.01% +2,541 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,592 shares; 2024Q4: 221,141 shares; 2025Q1: 207,157 shares; 2025Q2: 217,821 shares; 2025Q3: 232,938 shares 232,938 $2.04M 0.01% +15,117 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,786 shares; 2024Q4: 57,812 shares; 2025Q1: 55,772 shares; 2025Q2: 45,681 shares; 2025Q3: 24,450 shares 24,450 $2.04M 0.01% -21,231 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,616 shares; 2024Q4: 131,078 shares; 2025Q1: 92,082 shares; 2025Q2: 81,719 shares; 2025Q3: 81,956 shares 81,956 $2.03M 0.01% +237 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,158 shares; 2024Q4: 116,823 shares; 2025Q1: 129,282 shares; 2025Q2: 129,458 shares; 2025Q3: 210,071 shares 210,071 $2.03M 0.01% +80,613 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,081 shares; 2024Q4: 59,581 shares; 2025Q1: 79,784 shares; 2025Q2: 83,117 shares; 2025Q3: 91,661 shares 91,661 $2.02M 0.01% +8,544 Timeline