VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,940 shares; 2024Q4: 279,557 shares; 2025Q1: 282,711 shares; 2025Q2: 246,390 shares 246,390 $21M 0.04% -36,321 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,888 shares; 2024Q4: 107,703 shares; 2025Q1: 100,399 shares; 2025Q2: 127,078 shares 127,078 $20.9M 0.04% +26,679 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,369 shares; 2024Q4: 33,966 shares; 2025Q1: 49,116 shares; 2025Q2: 59,696 shares 59,696 $20.9M 0.04% +10,580 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,623 shares; 2024Q4: 75,498 shares; 2025Q1: 53,510 shares; 2025Q2: 52,619 shares 52,619 $20.9M 0.04% -891 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,675 shares; 2024Q4: 83,588 shares; 2025Q1: 83,812 shares; 2025Q2: 91,173 shares 91,173 $20.7M 0.03% +7,361 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,654 shares; 2024Q4: 168,400 shares; 2025Q1: 189,314 shares; 2025Q2: 192,858 shares 192,858 $20.7M 0.03% +3,544 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,536 shares; 2024Q4: 925,051 shares; 2025Q1: 969,138 shares; 2025Q2: 998,576 shares 998,576 $20.7M 0.03% +29,438 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,581 shares; 2024Q4: 139,912 shares; 2025Q1: 160,478 shares; 2025Q2: 177,917 shares 177,917 $20.7M 0.03% +17,439 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,335 shares; 2024Q4: 309,702 shares; 2025Q1: 379,159 shares; 2025Q2: 426,266 shares 426,266 $20.6M 0.03% +47,107 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,001 shares; 2024Q4: 1,043,412 shares; 2025Q1: 1,032,953 shares; 2025Q2: 1,092,128 shares 1,092,128 $20.6M 0.03% +59,175 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,865 shares; 2024Q4: 255,663 shares; 2025Q1: 289,001 shares; 2025Q2: 303,697 shares 303,697 $20.4M 0.03% +14,696 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,434 shares; 2024Q4: 910,415 shares; 2025Q1: 1,439,621 shares; 2025Q2: 1,466,153 shares 1,466,153 $20.4M 0.03% +26,532 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,301 shares; 2024Q4: 703,388 shares; 2025Q1: 759,763 shares; 2025Q2: 692,836 shares 692,836 $20.3M 0.03% -66,927 Timeline AIRR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,338 shares; 2024Q4: 225,302 shares; 2025Q1: 241,611 shares; 2025Q2: 249,049 shares 249,049 $20.3M 0.03% +7,438 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,737 shares; 2024Q4: 728,485 shares; 2025Q1: 953,135 shares; 2025Q2: 1,072,979 shares 1,072,979 $20.2M 0.03% +119,844 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,702 shares; 2024Q4: 108,850 shares; 2025Q1: 102,778 shares; 2025Q2: 106,973 shares 106,973 $20.2M 0.03% +4,195 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,245 shares; 2024Q4: 103,688 shares; 2025Q1: 111,662 shares; 2025Q2: 120,083 shares 120,083 $20.2M 0.03% +8,421 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,152 shares; 2024Q4: 83,731 shares; 2025Q1: 69,391 shares; 2025Q2: 55,601 shares 55,601 $20.1M 0.03% -13,790 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,997 shares; 2024Q4: 20,596 shares; 2025Q1: 23,513 shares; 2025Q2: 26,209 shares 26,209 $20.1M 0.03% +2,696 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,385 shares; 2024Q4: 226,134 shares; 2025Q1: 241,151 shares; 2025Q2: 274,406 shares 274,406 $19.9M 0.03% +33,255 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,611 shares; 2024Q4: 263,332 shares; 2025Q1: 249,450 shares; 2025Q2: 310,794 shares 310,794 $19.8M 0.03% +61,344 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,094 shares; 2024Q4: 653,023 shares; 2025Q1: 459,605 shares; 2025Q2: 509,963 shares 509,963 $19.8M 0.03% +50,358 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,286 shares; 2024Q4: 359,807 shares; 2025Q1: 355,245 shares; 2025Q2: 404,772 shares 404,772 $19.8M 0.03% +49,527 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,783 shares; 2024Q4: 197,917 shares; 2025Q1: 186,725 shares; 2025Q2: 235,123 shares 235,123 $19.8M 0.03% +48,398 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,279 shares; 2024Q4: 60,237 shares; 2025Q1: 70,395 shares; 2025Q2: 72,335 shares 72,335 $19.8M 0.03% +1,940 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,502 shares; 2025Q2: 200,189 shares 200,189 $19.7M 0.03% -6,313 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,250 shares; 2024Q4: 283,097 shares; 2025Q1: 277,332 shares; 2025Q2: 291,913 shares 291,913 $19.7M 0.03% +14,581 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,301 shares; 2024Q4: 413,694 shares; 2025Q1: 398,007 shares; 2025Q2: 393,444 shares 393,444 $19.7M 0.03% -4,563 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,395 shares; 2024Q4: 167,944 shares; 2025Q1: 136,967 shares; 2025Q2: 162,049 shares 162,049 $19.6M 0.03% +25,082 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,030 shares; 2024Q4: 36,595 shares; 2025Q1: 38,275 shares; 2025Q2: 36,719 shares 36,719 $19.6M 0.03% -1,556 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,750 shares; 2024Q4: 360,135 shares; 2025Q1: 374,434 shares; 2025Q2: 389,422 shares 389,422 $19.5M 0.03% +14,988 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,454 shares; 2024Q4: 506,074 shares; 2025Q1: 530,052 shares; 2025Q2: 523,940 shares 523,940 $19.5M 0.03% -6,112 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,876 shares; 2025Q2: 51,501 shares 51,501 $19.5M 0.03% +3,625 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,610 shares; 2024Q4: 169,285 shares; 2025Q1: 170,443 shares; 2025Q2: 169,323 shares 169,323 $19.4M 0.03% -1,120 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,504 shares; 2025Q2: 64,831 shares 64,831 $19.4M 0.03% -5,673 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,386 shares; 2024Q4: 140,219 shares; 2025Q1: 397,589 shares; 2025Q2: 414,325 shares 414,325 $19.4M 0.03% +16,736 Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,335 shares; 2024Q4: 370,925 shares; 2025Q1: 397,555 shares; 2025Q2: 410,213 shares 410,213 $19.4M 0.03% +12,658 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,305 shares; 2024Q4: 137,029 shares; 2025Q1: 153,453 shares; 2025Q2: 192,699 shares 192,699 $19.3M 0.03% +39,246 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,284 shares; 2024Q4: 71,930 shares; 2025Q1: 102,975 shares; 2025Q2: 378,358 shares 378,358 $18.9M 0.03% +275,383 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,540 shares; 2024Q4: 37,705 shares; 2025Q1: 68,274 shares; 2025Q2: 54,004 shares 54,004 $18.9M 0.03% -14,270 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,142 shares; 2024Q4: 332,071 shares; 2025Q1: 382,582 shares; 2025Q2: 400,966 shares 400,966 $18.8M 0.03% +18,384 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,169 shares; 2024Q4: 248,992 shares; 2025Q1: 259,602 shares; 2025Q2: 300,387 shares 300,387 $18.8M 0.03% +40,785 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,334 shares; 2024Q4: 106,020 shares; 2025Q1: 221,920 shares; 2025Q2: 405,877 shares 405,877 $18.8M 0.03% +183,957 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,494 shares; 2024Q4: 205,829 shares; 2025Q1: 169,660 shares; 2025Q2: 152,575 shares 152,575 $18.7M 0.03% -17,085 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,188 shares; 2024Q4: 213,260 shares; 2025Q1: 251,855 shares; 2025Q2: 240,863 shares 240,863 $18.6M 0.03% -10,992 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,276 shares; 2024Q4: 489,413 shares; 2025Q1: 521,343 shares; 2025Q2: 538,766 shares 538,766 $18.6M 0.03% +17,423 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,992 shares; 2024Q4: 513,526 shares; 2025Q1: 525,769 shares; 2025Q2: 545,541 shares 545,541 $18.6M 0.03% +19,772 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,414 shares; 2024Q4: 97,921 shares; 2025Q1: 110,358 shares; 2025Q2: 107,587 shares 107,587 $18.5M 0.03% -2,771 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,328 shares; 2024Q4: 250,482 shares; 2025Q1: 296,651 shares; 2025Q2: 267,714 shares 267,714 $18.5M 0.03% -28,937 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,836 shares; 2024Q4: 54,726 shares; 2025Q1: 54,439 shares; 2025Q2: 65,437 shares 65,437 $18.4M 0.03% +10,998 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,196 shares; 2024Q4: 334,041 shares; 2025Q1: 461,320 shares; 2025Q2: 622,109 shares 622,109 $18.3M 0.03% +160,789 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770,218 shares; 2024Q4: 2,547,828 shares; 2025Q1: 2,540,845 shares; 2025Q2: 2,508,234 shares 2,508,234 $18.2M 0.03% -32,611 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,906 shares; 2024Q4: 109,460 shares; 2025Q1: 115,248 shares; 2025Q2: 116,714 shares 116,714 $18.2M 0.03% +1,466 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,722 shares; 2024Q4: 1,079,428 shares; 2025Q1: 1,150,781 shares; 2025Q2: 710,779 shares 710,779 $18.2M 0.03% -440,002 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,476 shares; 2025Q1: 6,134 shares; 2025Q2: 6,951 shares 6,951 $18.2M 0.03% +817 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,899 shares; 2024Q4: 741,580 shares; 2025Q1: 812,853 shares; 2025Q2: 867,483 shares 867,483 $18.2M 0.03% +54,630 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,686 shares; 2024Q4: 125,716 shares; 2025Q1: 132,098 shares; 2025Q2: 136,472 shares 136,472 $18.2M 0.03% +4,374 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,184 shares; 2024Q4: 189,333 shares; 2025Q1: 220,540 shares; 2025Q2: 225,662 shares 225,662 $18.1M 0.03% +5,122 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,592 shares; 2025Q2: 67,303 shares 67,303 $18.1M 0.03% -2,289 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,685 shares; 2024Q4: 79,203 shares; 2025Q1: 79,097 shares; 2025Q2: 92,239 shares 92,239 $18.1M 0.03% +13,142 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,215 shares; 2024Q4: 63,771 shares; 2025Q1: 69,592 shares; 2025Q2: 72,504 shares 72,504 $17.9M 0.03% +2,912 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,169 shares; 2024Q4: 224,519 shares; 2025Q1: 260,496 shares; 2025Q2: 215,321 shares 215,321 $17.9M 0.03% -45,175 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,885 shares; 2024Q4: 125,831 shares; 2025Q1: 126,528 shares; 2025Q2: 147,261 shares 147,261 $17.8M 0.03% +20,733 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,938 shares; 2024Q4: 195,444 shares; 2025Q1: 201,850 shares; 2025Q2: 250,803 shares 250,803 $17.8M 0.03% +48,953 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774,751 shares; 2024Q4: 1,446,222 shares; 2025Q1: 1,722,869 shares; 2025Q2: 1,627,120 shares 1,627,120 $17.7M 0.03% -95,749 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,196 shares; 2024Q4: 92,457 shares; 2025Q1: 95,184 shares; 2025Q2: 89,474 shares 89,474 $17.6M 0.03% -5,710 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,252 shares; 2024Q4: 593,512 shares; 2025Q1: 646,028 shares; 2025Q2: 757,729 shares 757,729 $17.6M 0.03% +111,701 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,915 shares; 2024Q4: 57,940 shares; 2025Q1: 192,448 shares; 2025Q2: 203,440 shares 203,440 $17.6M 0.03% +10,992 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,035 shares; 2024Q4: 65,720 shares; 2025Q1: 64,777 shares; 2025Q2: 64,964 shares 64,964 $17.5M 0.03% +187 Timeline BBAG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,994 shares; 2024Q4: 221,760 shares; 2025Q1: 273,205 shares; 2025Q2: 378,289 shares 378,289 $17.5M 0.03% +105,084 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,570 shares; 2024Q4: 85,871 shares; 2025Q1: 91,493 shares; 2025Q2: 89,558 shares 89,558 $17.4M 0.03% -1,935 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,794 shares; 2025Q2: 164,728 shares 164,728 $17.4M 0.03% +10,934 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,851 shares; 2024Q4: 194,746 shares; 2025Q1: 251,195 shares; 2025Q2: 248,891 shares 248,891 $17.4M 0.03% -2,304 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,080 shares; 2024Q4: 153,035 shares; 2025Q1: 168,743 shares; 2025Q2: 169,452 shares 169,452 $17.4M 0.03% +709 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,259 shares; 2024Q4: 301,113 shares; 2025Q1: 348,584 shares; 2025Q2: 372,072 shares 372,072 $17.4M 0.03% +23,488 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,133 shares; 2024Q4: 416,053 shares; 2025Q1: 388,630 shares; 2025Q2: 382,493 shares 382,493 $17.3M 0.03% -6,137 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,770 shares; 2024Q4: 253,479 shares; 2025Q1: 286,043 shares; 2025Q2: 277,660 shares 277,660 $17.3M 0.03% -8,383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,036 shares; 2024Q4: 29,757 shares; 2025Q1: 27,369 shares; 2025Q2: 32,366 shares 32,366 $17.3M 0.03% +4,997 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,715 shares; 2024Q4: 265,088 shares; 2025Q1: 424,613 shares; 2025Q2: 376,411 shares 376,411 $17.3M 0.03% -48,202 Timeline PRFZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,390 shares; 2024Q4: 427,670 shares; 2025Q1: 431,612 shares; 2025Q2: 423,918 shares 423,918 $17.2M 0.03% -7,694 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,679 shares; 2024Q4: 721,523 shares; 2025Q1: 743,788 shares; 2025Q2: 759,061 shares 759,061 $17.2M 0.03% +15,273 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,184 shares; 2024Q4: 114,610 shares; 2025Q1: 118,019 shares; 2025Q2: 132,577 shares 132,577 $17.2M 0.03% +14,558 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,147 shares; 2025Q2: 330,060 shares 330,060 $16.9M 0.03% +222,913 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,885 shares; 2024Q4: 126,646 shares; 2025Q1: 138,417 shares; 2025Q2: 141,627 shares 141,627 $16.9M 0.03% +3,210 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,933 shares; 2024Q4: 240,203 shares; 2025Q1: 375,075 shares; 2025Q2: 407,073 shares 407,073 $16.9M 0.03% +31,998 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,071 shares; 2024Q4: 308,100 shares; 2025Q1: 413,419 shares; 2025Q2: 389,373 shares 389,373 $16.9M 0.03% -24,046 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,421 shares; 2024Q4: 251,567 shares; 2025Q1: 265,188 shares; 2025Q2: 275,868 shares 275,868 $16.8M 0.03% +10,680 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,102 shares; 2024Q4: 15,395 shares; 2025Q1: 15,633 shares; 2025Q2: 16,121 shares 16,121 $16.8M 0.03% +488 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 23 shares 23 $16.8M 0.03% +4 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 2,724 shares; 2025Q1: 75,763 shares; 2025Q2: 168,957 shares 168,957 $16.7M 0.03% +93,194 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,754 shares; 2024Q4: 149,602 shares; 2025Q1: 159,055 shares; 2025Q2: 513,384 shares 513,384 $16.6M 0.03% +354,329 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,219 shares; 2024Q4: 75,614 shares; 2025Q1: 121,489 shares; 2025Q2: 147,961 shares 147,961 $16.6M 0.03% +26,472 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 22,344 shares; 2025Q1: 28,425 shares; 2025Q2: 33,116 shares 33,116 $16.6M 0.03% +4,691 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,250 shares; 2024Q4: 207,515 shares; 2025Q1: 249,664 shares; 2025Q2: 209,018 shares 209,018 $16.6M 0.03% -40,646 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,926 shares; 2024Q4: 263,965 shares; 2025Q1: 260,381 shares; 2025Q2: 181,753 shares 181,753 $16.5M 0.03% -78,628 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,494 shares; 2024Q4: 149,501 shares; 2025Q1: 207,302 shares; 2025Q2: 679,327 shares 679,327 $16.5M 0.03% +472,025 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,825 shares; 2024Q4: 120,891 shares; 2025Q1: 568,973 shares; 2025Q2: 672,134 shares 672,134 $16.5M 0.03% +103,161 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,153 shares; 2024Q4: 56,986 shares; 2025Q1: 66,804 shares; 2025Q2: 64,239 shares 64,239 $16.4M 0.03% -2,565 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,846 shares; 2024Q4: 275,938 shares; 2025Q1: 108,923 shares; 2025Q2: 340,663 shares 340,663 $16.4M 0.03% +231,740 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,978 shares; 2024Q4: 120,776 shares; 2025Q1: 151,900 shares; 2025Q2: 152,807 shares 152,807 $16.3M 0.03% +907 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,162 shares; 2025Q1: 4,312 shares; 2025Q2: 4,377 shares 4,377 $16.2M 0.03% +65 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,351 shares; 2024Q4: 242,349 shares; 2025Q1: 250,246 shares; 2025Q2: 258,139 shares 258,139 $16.2M 0.03% +7,893 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,322 shares; 2024Q4: 591,037 shares; 2025Q1: 604,190 shares; 2025Q2: 640,429 shares 640,429 $16M 0.03% +36,239 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,633 shares; 2024Q4: 197,762 shares; 2025Q1: 200,877 shares; 2025Q2: 408,453 shares 408,453 $16M 0.03% +207,576 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,812 shares; 2024Q4: 319,934 shares; 2025Q1: 318,979 shares; 2025Q2: 313,673 shares 313,673 $16M 0.03% -5,306 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,688 shares; 2024Q4: 575,574 shares; 2025Q1: 692,184 shares; 2025Q2: 698,676 shares 698,676 $16M 0.03% +6,492 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985,624 shares; 2024Q4: 1,006,335 shares; 2025Q1: 1,110,948 shares; 2025Q2: 1,299,231 shares 1,299,231 $15.9M 0.03% +188,283 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,588 shares; 2024Q4: 401,004 shares; 2025Q1: 394,714 shares; 2025Q2: 414,376 shares 414,376 $15.9M 0.03% +19,662 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,632 shares; 2024Q4: 86,745 shares; 2025Q1: 98,244 shares; 2025Q2: 102,884 shares 102,884 $15.8M 0.03% +4,640 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,372 shares; 2024Q4: 591,732 shares; 2025Q1: 613,400 shares; 2025Q2: 705,895 shares 705,895 $15.8M 0.03% +92,495 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,918 shares; 2024Q4: 64,157 shares; 2025Q1: 72,681 shares; 2025Q2: 100,093 shares 100,093 $15.8M 0.03% +27,412 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,791 shares; 2024Q4: 494,520 shares; 2025Q1: 485,546 shares; 2025Q2: 560,658 shares 560,658 $15.7M 0.03% +75,112 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,713 shares; 2024Q4: 248,406 shares; 2025Q1: 274,401 shares; 2025Q2: 289,056 shares 289,056 $15.7M 0.03% +14,655 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,380 shares; 2024Q4: 384,982 shares; 2025Q1: 342,412 shares; 2025Q2: 365,876 shares 365,876 $15.7M 0.03% +23,464 Timeline PSCW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,942 shares; 2024Q4: 27,973 shares; 2025Q1: 546,065 shares; 2025Q2: 587,142 shares 587,142 $15.6M 0.03% +41,077 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,198 shares; 2024Q4: 72,771 shares; 2025Q1: 80,629 shares; 2025Q2: 83,699 shares 83,699 $15.6M 0.03% +3,070 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,485 shares; 2024Q4: 71,302 shares; 2025Q1: 92,592 shares; 2025Q2: 96,881 shares 96,881 $15.6M 0.03% +4,289 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,357 shares; 2024Q4: 166,854 shares; 2025Q1: 176,077 shares; 2025Q2: 211,508 shares 211,508 $15.5M 0.03% +35,431 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,274 shares; 2024Q4: 312,453 shares; 2025Q1: 376,793 shares; 2025Q2: 372,096 shares 372,096 $15.5M 0.03% -4,697 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,154 shares; 2024Q4: 226,017 shares; 2025Q1: 239,802 shares; 2025Q2: 252,984 shares 252,984 $15.5M 0.03% +13,182 EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,036 shares; 2024Q4: 109,346 shares; 2025Q1: 130,249 shares; 2025Q2: 129,138 shares 129,138 $15.4M 0.03% -1,111 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,536 shares; 2024Q4: 606,297 shares; 2025Q1: 605,351 shares; 2025Q2: 662,146 shares 662,146 $15.4M 0.03% +56,795 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,313 shares; 2024Q4: 253,397 shares; 2025Q1: 244,938 shares; 2025Q2: 446,409 shares 446,409 $15.4M 0.03% +201,471 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,750 shares; 2024Q4: 435,767 shares; 2025Q1: 399,393 shares; 2025Q2: 385,468 shares 385,468 $15.4M 0.03% -13,925 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,910 shares; 2024Q4: 133,910 shares; 2025Q1: 134,251 shares; 2025Q2: 126,249 shares 126,249 $15.3M 0.03% -8,002 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,690 shares; 2024Q4: 523,458 shares; 2025Q1: 373,818 shares; 2025Q2: 362,103 shares 362,103 $15.3M 0.03% -11,715 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,470 shares; 2024Q4: 218,498 shares; 2025Q1: 210,967 shares; 2025Q2: 218,838 shares 218,838 $15.3M 0.03% +7,871 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,454 shares; 2024Q4: 61,050 shares; 2025Q1: 87,491 shares; 2025Q2: 253,522 shares 253,522 $15.3M 0.03% +166,031 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,852 shares; 2024Q4: 109,730 shares; 2025Q1: 154,934 shares; 2025Q2: 191,383 shares 191,383 $15.2M 0.03% +36,449 Timeline QTEC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,010 shares; 2024Q4: 71,946 shares; 2025Q1: 68,115 shares; 2025Q2: 71,225 shares 71,225 $15.2M 0.03% +3,110 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,156 shares; 2024Q4: 560,605 shares; 2025Q1: 587,930 shares; 2025Q2: 635,212 shares 635,212 $15.1M 0.03% +47,282 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,763 shares; 2024Q4: 409,378 shares; 2025Q1: 405,792 shares; 2025Q2: 405,828 shares 405,828 $15.1M 0.03% +36 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,449 shares; 2024Q4: 102,425 shares; 2025Q1: 110,051 shares; 2025Q2: 110,063 shares 110,063 $15M 0.03% +12 Timeline TOTL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,382 shares; 2024Q4: 376,061 shares; 2025Q1: 375,650 shares; 2025Q2: 374,053 shares 374,053 $15M 0.03% -1,597 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,905 shares; 2025Q2: 55,663 shares 55,663 $14.9M 0.03% +758 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,497 shares; 2024Q4: 66,165 shares; 2025Q1: 73,638 shares; 2025Q2: 112,460 shares 112,460 $14.9M 0.03% +38,822 Timeline JGLO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,989 shares; 2024Q4: 155,647 shares; 2025Q1: 204,139 shares; 2025Q2: 230,949 shares 230,949 $14.9M 0.03% +26,810 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,777 shares; 2024Q4: 130,433 shares; 2025Q1: 175,509 shares; 2025Q2: 195,253 shares 195,253 $14.8M 0.02% +19,744 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,303 shares; 2024Q4: 383,811 shares; 2025Q1: 281,120 shares; 2025Q2: 210,123 shares 210,123 $14.8M 0.02% -70,997 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,112 shares; 2024Q4: 115,527 shares; 2025Q1: 124,242 shares; 2025Q2: 128,210 shares 128,210 $14.7M 0.02% +3,968 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,880 shares; 2024Q4: 393,855 shares; 2025Q1: 395,140 shares; 2025Q2: 385,088 shares 385,088 $14.6M 0.02% -10,052 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,019 shares; 2024Q4: 46,001 shares; 2025Q1: 47,459 shares; 2025Q2: 47,409 shares 47,409 $14.6M 0.02% -50 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,802 shares; 2024Q4: 378,356 shares; 2025Q1: 421,312 shares; 2025Q2: 477,264 shares 477,264 $14.6M 0.02% +55,952 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,074 shares; 2024Q4: 184,243 shares; 2025Q1: 180,316 shares; 2025Q2: 181,928 shares 181,928 $14.5M 0.02% +1,612 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,815 shares; 2024Q4: 321,261 shares; 2025Q1: 569,677 shares; 2025Q2: 576,615 shares 576,615 $14.4M 0.02% +6,938 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,214 shares; 2024Q4: 44,764 shares; 2025Q1: 48,685 shares; 2025Q2: 46,346 shares 46,346 $14.4M 0.02% -2,339 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,506 shares; 2024Q4: 66,353 shares; 2025Q1: 78,838 shares; 2025Q2: 83,538 shares 83,538 $14.4M 0.02% +4,700 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,247 shares; 2024Q4: 442,491 shares; 2025Q1: 437,594 shares; 2025Q2: 301,795 shares 301,795 $14.3M 0.02% -135,799 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,470 shares; 2024Q4: 267,447 shares; 2025Q1: 264,942 shares; 2025Q2: 284,846 shares 284,846 $14.3M 0.02% +19,904 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,946 shares; 2024Q4: 124,343 shares; 2025Q1: 133,513 shares; 2025Q2: 132,412 shares 132,412 $14.3M 0.02% -1,101 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,531 shares; 2024Q4: 46,601 shares; 2025Q1: 46,718 shares; 2025Q2: 48,700 shares 48,700 $14.3M 0.02% +1,982 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,777 shares; 2024Q4: 147,466 shares; 2025Q1: 155,135 shares; 2025Q2: 137,114 shares 137,114 $14.3M 0.02% -18,021 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,178 shares; 2024Q4: 881,036 shares; 2025Q1: 937,730 shares; 2025Q2: 678,079 shares 678,079 $14.2M 0.02% -259,651 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,338 shares; 2024Q4: 262,599 shares; 2025Q1: 286,547 shares; 2025Q2: 368,456 shares 368,456 $14.1M 0.02% +81,909 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,053 shares; 2024Q4: 135,923 shares; 2025Q1: 156,262 shares; 2025Q2: 155,409 shares 155,409 $14.1M 0.02% -853 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,754 shares; 2024Q4: 1,262,888 shares; 2025Q1: 1,377,023 shares; 2025Q2: 1,440,398 shares 1,440,398 $14.1M 0.02% +63,375 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,819 shares; 2024Q4: 84,747 shares; 2025Q1: 82,626 shares; 2025Q2: 84,570 shares 84,570 $14M 0.02% +1,944 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,464 shares; 2024Q4: 229,150 shares; 2025Q1: 399,064 shares; 2025Q2: 605,862 shares 605,862 $14M 0.02% +206,798 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,177 shares; 2024Q4: 156,752 shares; 2025Q1: 174,847 shares; 2025Q2: 333,892 shares 333,892 $14M 0.02% +159,045 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,246 shares; 2024Q4: 116,795 shares; 2025Q1: 236,350 shares; 2025Q2: 139,406 shares 139,406 $14M 0.02% -96,944 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,332 shares; 2024Q4: 407,245 shares; 2025Q1: 447,236 shares; 2025Q2: 429,456 shares 429,456 $14M 0.02% -17,780 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,807 shares; 2025Q2: 286,815 shares 286,815 $13.9M 0.02% +16,008 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,158 shares; 2024Q4: 231,531 shares; 2025Q1: 203,737 shares; 2025Q2: 154,692 shares 154,692 $13.9M 0.02% -49,045 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228,916 shares; 2025Q2: 226,211 shares 226,211 $13.9M 0.02% -2,705 JMHI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,714 shares; 2024Q4: 187,365 shares; 2025Q1: 240,066 shares; 2025Q2: 277,619 shares 277,619 $13.8M 0.02% +37,553 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,011 shares; 2024Q4: 124,327 shares; 2025Q1: 148,986 shares; 2025Q2: 149,234 shares 149,234 $13.8M 0.02% +248 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,489 shares; 2024Q4: 175,381 shares; 2025Q1: 200,589 shares; 2025Q2: 290,114 shares 290,114 $13.7M 0.02% +89,525 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,490 shares; 2025Q1: 505,953 shares; 2025Q2: 502,440 shares 502,440 $13.7M 0.02% -3,513 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,947 shares; 2024Q4: 437,036 shares; 2025Q1: 485,683 shares; 2025Q2: 466,528 shares 466,528 $13.7M 0.02% -19,155 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,253 shares; 2024Q4: 70,380 shares; 2025Q1: 76,544 shares; 2025Q2: 74,491 shares 74,491 $13.7M 0.02% -2,053 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,849 shares; 2024Q4: 424,047 shares; 2025Q1: 388,504 shares; 2025Q2: 370,792 shares 370,792 $13.6M 0.02% -17,712 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,284 shares; 2025Q2: 349,845 shares 349,845 $13.6M 0.02% +106,561 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,156 shares; 2024Q4: 377,512 shares; 2025Q1: 378,574 shares; 2025Q2: 389,600 shares 389,600 $13.6M 0.02% +11,026 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,130 shares; 2025Q1: 262,582 shares; 2025Q2: 449,832 shares 449,832 $13.5M 0.02% +187,250 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,647 shares; 2024Q4: 138,782 shares; 2025Q1: 176,425 shares; 2025Q2: 187,674 shares 187,674 $13.5M 0.02% +11,249 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,541 shares; 2024Q4: 66,967 shares; 2025Q1: 69,995 shares; 2025Q2: 61,560 shares 61,560 $13.5M 0.02% -8,435 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,031 shares; 2024Q4: 55,069 shares; 2025Q1: 83,222 shares; 2025Q2: 92,759 shares 92,759 $13.4M 0.02% +9,537 Timeline FPEI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,421 shares; 2024Q4: 661,475 shares; 2025Q1: 764,902 shares; 2025Q2: 704,006 shares 704,006 $13.4M 0.02% -60,896 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,248 shares; 2024Q4: 99,099 shares; 2025Q1: 121,283 shares; 2025Q2: 132,297 shares 132,297 $13.3M 0.02% +11,014 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,839 shares; 2024Q4: 405,452 shares; 2025Q1: 430,806 shares; 2025Q2: 521,593 shares 521,593 $13.3M 0.02% +90,787 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,615 shares; 2024Q4: 325,493 shares; 2025Q1: 322,373 shares; 2025Q2: 340,230 shares 340,230 $13.2M 0.02% +17,857 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,489 shares; 2024Q4: 211,071 shares; 2025Q1: 160,388 shares; 2025Q2: 254,647 shares 254,647 $13.2M 0.02% +94,259 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,469 shares; 2024Q4: 95,015 shares; 2025Q1: 104,486 shares; 2025Q2: 97,847 shares 97,847 $13.2M 0.02% -6,639 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,325 shares; 2024Q4: 202,054 shares; 2025Q1: 211,125 shares; 2025Q2: 176,294 shares 176,294 $13.1M 0.02% -34,831 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,391 shares; 2024Q4: 148,726 shares; 2025Q1: 154,330 shares; 2025Q2: 157,722 shares 157,722 $13.1M 0.02% +3,392 Timeline FRI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,739 shares; 2024Q4: 572,588 shares; 2025Q1: 524,368 shares; 2025Q2: 482,629 shares 482,629 $13.1M 0.02% -41,739 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,079 shares; 2025Q1: 5,995 shares; 2025Q2: 7,139 shares 7,139 $13M 0.02% +1,144 Timeline GEM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,214 shares; 2024Q4: 308,505 shares; 2025Q1: 345,842 shares; 2025Q2: 350,522 shares 350,522 $13M 0.02% +4,680 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,690 shares; 2024Q4: 97,743 shares; 2025Q1: 139,804 shares; 2025Q2: 133,400 shares 133,400 $13M 0.02% -6,404 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,547 shares; 2024Q4: 71,350 shares; 2025Q1: 76,391 shares; 2025Q2: 78,035 shares 78,035 $12.9M 0.02% +1,644 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,536 shares; 2024Q4: 277,383 shares; 2025Q1: 312,204 shares; 2025Q2: 239,475 shares 239,475 $12.9M 0.02% -72,729 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,655 shares; 2024Q4: 171,417 shares; 2025Q1: 159,746 shares; 2025Q2: 147,926 shares 147,926 $12.9M 0.02% -11,820 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,244 shares; 2024Q4: 457,277 shares; 2025Q1: 460,861 shares; 2025Q2: 408,851 shares 408,851 $12.9M 0.02% -52,010 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,311 shares; 2024Q4: 693,690 shares; 2025Q1: 680,286 shares; 2025Q2: 674,383 shares 674,383 $12.9M 0.02% -5,903 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,205 shares; 2024Q4: 286,666 shares; 2025Q1: 273,958 shares; 2025Q2: 260,396 shares 260,396 $12.8M 0.02% -13,562 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,437 shares; 2024Q4: 101,309 shares; 2025Q1: 98,619 shares; 2025Q2: 88,347 shares 88,347 $12.8M 0.02% -10,272 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,494 shares; 2024Q4: 226,322 shares; 2025Q1: 223,022 shares; 2025Q2: 256,842 shares 256,842 $12.8M 0.02% +33,820 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,852 shares; 2024Q4: 485,264 shares; 2025Q1: 532,642 shares; 2025Q2: 469,714 shares 469,714 $12.7M 0.02% -62,928 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,130 shares; 2024Q4: 220,490 shares; 2025Q1: 289,995 shares; 2025Q2: 285,047 shares 285,047 $12.7M 0.02% -4,948 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,504 shares; 2024Q4: 90,309 shares; 2025Q1: 132,209 shares; 2025Q2: 135,400 shares 135,400 $12.7M 0.02% +3,191 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,234 shares; 2024Q4: 48,334 shares; 2025Q1: 48,944 shares; 2025Q2: 52,812 shares 52,812 $12.7M 0.02% +3,868 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,540 shares; 2024Q4: 114,752 shares; 2025Q1: 122,656 shares; 2025Q2: 117,329 shares 117,329 $12.6M 0.02% -5,327 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,681 shares; 2024Q4: 59,216 shares; 2025Q1: 61,133 shares; 2025Q2: 62,751 shares 62,751 $12.6M 0.02% +1,618 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,806 shares; 2024Q4: 97,188 shares; 2025Q1: 113,127 shares; 2025Q2: 198,424 shares 198,424 $12.6M 0.02% +85,297 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,890 shares; 2024Q4: 165,472 shares; 2025Q1: 175,879 shares; 2025Q2: 169,234 shares 169,234 $12.6M 0.02% -6,645 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,266 shares; 2024Q4: 315,678 shares; 2025Q1: 316,280 shares; 2025Q2: 322,938 shares 322,938 $12.6M 0.02% +6,658 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 35,864 shares; 2025Q1: 78,827 shares; 2025Q2: 74,235 shares 74,235 $12.6M 0.02% -4,592 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,212 shares; 2024Q4: 37,859 shares; 2025Q1: 45,249 shares; 2025Q2: 48,939 shares 48,939 $12.6M 0.02% +3,690 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,207 shares; 2024Q4: 675,484 shares; 2025Q1: 686,307 shares; 2025Q2: 685,328 shares 685,328 $12.5M 0.02% -979 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,619 shares; 2024Q4: 125,226 shares; 2025Q1: 144,014 shares; 2025Q2: 148,363 shares 148,363 $12.5M 0.02% +4,349 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,300 shares; 2024Q4: 22,412 shares; 2025Q1: 195,453 shares; 2025Q2: 207,094 shares 207,094 $12.4M 0.02% +11,641 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,984 shares; 2024Q4: 29,171 shares; 2025Q1: 32,168 shares; 2025Q2: 32,379 shares 32,379 $12.4M 0.02% +211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,329 shares; 2024Q4: 160,231 shares; 2025Q1: 170,826 shares; 2025Q2: 183,931 shares 183,931 $12.4M 0.02% +13,105 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,172 shares; 2024Q4: 187,489 shares; 2025Q1: 179,160 shares; 2025Q2: 175,115 shares 175,115 $12.3M 0.02% -4,045 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,124 shares; 2024Q4: 42,273 shares; 2025Q1: 47,364 shares; 2025Q2: 52,792 shares 52,792 $12.3M 0.02% +5,428 Timeline GRID 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,723 shares; 2024Q4: 65,295 shares; 2025Q1: 82,293 shares; 2025Q2: 88,243 shares 88,243 $12.3M 0.02% +5,950 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 44,652 shares; 2025Q1: 51,410 shares; 2025Q2: 56,276 shares 56,276 $12.3M 0.02% +4,866 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,225 shares; 2024Q4: 220,407 shares; 2025Q1: 232,961 shares; 2025Q2: 219,757 shares 219,757 $12.2M 0.02% -13,204 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,106 shares; 2024Q4: 233,934 shares; 2025Q1: 262,744 shares; 2025Q2: 310,193 shares 310,193 $12.2M 0.02% +47,449 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,249 shares; 2024Q4: 32,229 shares; 2025Q1: 38,117 shares; 2025Q2: 50,489 shares 50,489 $12.2M 0.02% +12,372 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,040 shares; 2024Q4: 217,959 shares; 2025Q1: 251,327 shares; 2025Q2: 254,187 shares 254,187 $12.2M 0.02% +2,860 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,178 shares; 2024Q4: 144,900 shares; 2025Q1: 158,754 shares; 2025Q2: 172,194 shares 172,194 $12.1M 0.02% +13,440 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,398 shares; 2024Q4: 13,033 shares; 2025Q1: 20,069 shares; 2025Q2: 21,324 shares 21,324 $12.1M 0.02% +1,255 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,169 shares; 2024Q4: 639,528 shares; 2025Q1: 647,529 shares; 2025Q2: 903,347 shares 903,347 $12.1M 0.02% +255,818 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,256 shares; 2024Q4: 63,635 shares; 2025Q1: 57,186 shares; 2025Q2: 76,489 shares 76,489 $12.1M 0.02% +19,303 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,759 shares; 2024Q4: 113,170 shares; 2025Q1: 150,096 shares; 2025Q2: 106,394 shares 106,394 $12.1M 0.02% -43,702 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,109 shares; 2024Q4: 210,649 shares; 2025Q1: 236,282 shares; 2025Q2: 232,361 shares 232,361 $12M 0.02% -3,921 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,013 shares; 2024Q4: 89,109 shares; 2025Q1: 88,033 shares; 2025Q2: 109,398 shares 109,398 $12M 0.02% +21,365 Timeline OCTW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,644 shares; 2024Q4: 335,540 shares; 2025Q1: 331,779 shares; 2025Q2: 324,685 shares 324,685 $12M 0.02% -7,094 Timeline PBUS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,281 shares; 2024Q4: 60,858 shares; 2025Q1: 90,788 shares; 2025Q2: 192,454 shares 192,454 $12M 0.02% +101,666 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,825 shares; 2024Q4: 197,789 shares; 2025Q1: 217,101 shares; 2025Q2: 227,536 shares 227,536 $12M 0.02% +10,435 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,993 shares; 2024Q4: 49,214 shares; 2025Q1: 137,614 shares; 2025Q2: 157,438 shares 157,438 $11.9M 0.02% +19,824 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,141 shares; 2024Q4: 386,143 shares; 2025Q1: 348,827 shares; 2025Q2: 330,758 shares 330,758 $11.9M 0.02% -18,069 Timeline FTC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,737 shares; 2024Q4: 75,922 shares; 2025Q1: 72,689 shares; 2025Q2: 78,709 shares 78,709 $11.9M 0.02% +6,020 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,820 shares; 2024Q4: 143,705 shares; 2025Q1: 112,955 shares; 2025Q2: 112,893 shares 112,893 $11.9M 0.02% -62 Timeline FDT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,940 shares; 2024Q4: 155,616 shares; 2025Q1: 178,087 shares; 2025Q2: 172,136 shares 172,136 $11.8M 0.02% -5,951 Timeline PZA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,921 shares; 2024Q4: 598,113 shares; 2025Q1: 441,588 shares; 2025Q2: 527,388 shares 527,388 $11.8M 0.02% +85,800 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,110 shares; 2024Q4: 211,544 shares; 2025Q1: 893,503 shares; 2025Q2: 1,372,257 shares 1,372,257 $11.8M 0.02% +478,754 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,079 shares; 2024Q4: 191,244 shares; 2025Q1: 259,205 shares; 2025Q2: 286,504 shares 286,504 $11.8M 0.02% +27,299 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,346 shares; 2024Q4: 415,080 shares; 2025Q1: 448,898 shares; 2025Q2: 494,410 shares 494,410 $11.8M 0.02% +45,512 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,335 shares; 2024Q4: 234,675 shares; 2025Q1: 263,911 shares; 2025Q2: 154,519 shares 154,519 $11.7M 0.02% -109,392 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,495 shares; 2024Q4: 173,854 shares; 2025Q1: 192,699 shares; 2025Q2: 207,033 shares 207,033 $11.7M 0.02% +14,334 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,320 shares; 2024Q4: 199,138 shares; 2025Q1: 225,079 shares; 2025Q2: 242,039 shares 242,039 $11.7M 0.02% +16,960 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 30,686 shares; 2025Q1: 83,361 shares; 2025Q2: 105,124 shares 105,124 $11.7M 0.02% +21,763 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,146 shares; 2024Q4: 167,228 shares; 2025Q1: 178,106 shares; 2025Q2: 178,067 shares 178,067 $11.6M 0.02% -39 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,246 shares; 2024Q4: 703,415 shares; 2025Q1: 710,814 shares; 2025Q2: 692,694 shares 692,694 $11.6M 0.02% -18,120 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,611 shares; 2024Q4: 63,528 shares; 2025Q1: 64,396 shares; 2025Q2: 52,427 shares 52,427 $11.6M 0.02% -11,969 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,404 shares; 2024Q4: 262,702 shares; 2025Q1: 318,184 shares; 2025Q2: 428,152 shares 428,152 $11.6M 0.02% +109,968 Timeline GNOV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,490 shares; 2024Q4: 314,135 shares; 2025Q1: 312,192 shares; 2025Q2: 316,421 shares 316,421 $11.5M 0.02% +4,229 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,879 shares; 2024Q4: 576,084 shares; 2025Q1: 543,972 shares; 2025Q2: 607,867 shares 607,867 $11.5M 0.02% +63,895 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,423 shares; 2024Q4: 358,013 shares; 2025Q1: 380,860 shares; 2025Q2: 384,548 shares 384,548 $11.5M 0.02% +3,688 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,529 shares; 2024Q4: 244,292 shares; 2025Q1: 246,508 shares; 2025Q2: 272,471 shares 272,471 $11.5M 0.02% +25,963 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,072 shares; 2024Q4: 316,907 shares; 2025Q1: 260,360 shares; 2025Q2: 461,221 shares 461,221 $11.5M 0.02% +200,861 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,677 shares; 2025Q1: 257,659 shares; 2025Q2: 234,558 shares 234,558 $11.5M 0.02% -23,101 Timeline SKYY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,687 shares; 2024Q4: 122,596 shares; 2025Q1: 89,129 shares; 2025Q2: 94,458 shares 94,458 $11.5M 0.02% +5,329 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 8,540 shares; 2025Q1: 9,039 shares; 2025Q2: 197,039 shares 197,039 $11.5M 0.02% +188,000 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,871 shares; 2024Q4: 33,877 shares; 2025Q1: 40,196 shares; 2025Q2: 41,630 shares 41,630 $11.5M 0.02% +1,434 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,873 shares; 2024Q4: 117,328 shares; 2025Q1: 164,881 shares; 2025Q2: 177,883 shares 177,883 $11.4M 0.02% +13,002 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,886 shares; 2024Q4: 451,323 shares; 2025Q1: 248,951 shares; 2025Q2: 257,903 shares 257,903 $11.4M 0.02% +8,952 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,774 shares; 2024Q4: 290,894 shares; 2025Q1: 302,101 shares; 2025Q2: 314,272 shares 314,272 $11.4M 0.02% +12,171 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,479 shares; 2024Q4: 73,675 shares; 2025Q1: 102,268 shares; 2025Q2: 131,104 shares 131,104 $11.3M 0.02% +28,836 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,293 shares; 2024Q4: 358,110 shares; 2025Q1: 359,294 shares; 2025Q2: 374,478 shares 374,478 $11.3M 0.02% +15,184 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,603 shares; 2024Q4: 357,770 shares; 2025Q1: 344,581 shares; 2025Q2: 343,383 shares 343,383 $11.2M 0.02% -1,198 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 162,712 shares; 2025Q1: 173,196 shares; 2025Q2: 151,033 shares 151,033 $11.2M 0.02% -22,163 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,246 shares; 2024Q4: 129,295 shares; 2025Q1: 143,244 shares; 2025Q2: 139,303 shares 139,303 $11.2M 0.02% -3,941 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,256 shares; 2024Q4: 157,193 shares; 2025Q1: 162,934 shares; 2025Q2: 163,597 shares 163,597 $11.1M 0.02% +663 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,721 shares; 2024Q4: 63,769 shares; 2025Q1: 62,144 shares; 2025Q2: 84,837 shares 84,837 $11.1M 0.02% +22,693 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,857 shares; 2024Q4: 68,529 shares; 2025Q1: 69,073 shares; 2025Q2: 70,515 shares 70,515 $11.1M 0.02% +1,442 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,005 shares; 2024Q4: 159,975 shares; 2025Q1: 152,333 shares; 2025Q2: 243,872 shares 243,872 $11.1M 0.02% +91,539 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,880 shares; 2024Q4: 75,370 shares; 2025Q1: 85,209 shares; 2025Q2: 86,103 shares 86,103 $11.1M 0.02% +894 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 17,994 shares; 2025Q1: 19,420 shares; 2025Q2: 20,643 shares 20,643 $11.1M 0.02% +1,223 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,226 shares; 2024Q4: 340,451 shares; 2025Q1: 363,492 shares; 2025Q2: 338,427 shares 338,427 $11M 0.02% -25,065 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276,237 shares; 2025Q2: 336,743 shares 336,743 $11M 0.02% +60,506 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,632 shares; 2024Q4: 215,831 shares; 2025Q1: 273,827 shares; 2025Q2: 275,901 shares 275,901 $11M 0.02% +2,074 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,152 shares; 2024Q4: 381,933 shares; 2025Q1: 373,443 shares; 2025Q2: 379,214 shares 379,214 $11M 0.02% +5,771 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,353 shares; 2024Q4: 69,830 shares; 2025Q1: 113,982 shares; 2025Q2: 131,901 shares 131,901 $11M 0.02% +17,919 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 131,361 shares; 2025Q1: 214,460 shares; 2025Q2: 302,560 shares 302,560 $11M 0.02% +88,100 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,570 shares; 2024Q4: 258,574 shares; 2025Q1: 264,846 shares; 2025Q2: 276,351 shares 276,351 $11M 0.02% +11,505 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,237 shares; 2024Q4: 181,490 shares; 2025Q1: 186,594 shares; 2025Q2: 170,524 shares 170,524 $10.9M 0.02% -16,070 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,980 shares; 2024Q4: 418,831 shares; 2025Q1: 438,849 shares; 2025Q2: 426,838 shares 426,838 $10.9M 0.02% -12,011 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,548 shares; 2024Q4: 146,609 shares; 2025Q1: 249,764 shares; 2025Q2: 213,902 shares 213,902 $10.9M 0.02% -35,862 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,093 shares; 2024Q4: 233,103 shares; 2025Q1: 275,716 shares; 2025Q2: 292,957 shares 292,957 $10.9M 0.02% +17,241 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,973 shares; 2024Q4: 213,805 shares; 2025Q1: 217,179 shares; 2025Q2: 240,329 shares 240,329 $10.9M 0.02% +23,150 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,562 shares; 2024Q4: 465,334 shares; 2025Q1: 396,763 shares; 2025Q2: 360,162 shares 360,162 $10.9M 0.02% -36,601 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,732 shares; 2024Q4: 352,256 shares; 2025Q1: 351,352 shares; 2025Q2: 263,488 shares 263,488 $10.8M 0.02% -87,864 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,922 shares; 2024Q4: 145,301 shares; 2025Q1: 167,954 shares; 2025Q2: 172,247 shares 172,247 $10.8M 0.02% +4,293 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,642 shares; 2024Q4: 230,367 shares; 2025Q1: 247,794 shares; 2025Q2: 245,934 shares 245,934 $10.8M 0.02% -1,860 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,779 shares; 2024Q4: 164,420 shares; 2025Q1: 64,531 shares; 2025Q2: 110,908 shares 110,908 $10.7M 0.02% +46,377 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,596 shares; 2024Q4: 149,203 shares; 2025Q1: 167,186 shares; 2025Q2: 260,954 shares 260,954 $10.7M 0.02% +93,768 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,806 shares; 2024Q4: 95,937 shares; 2025Q1: 132,685 shares; 2025Q2: 141,318 shares 141,318 $10.7M 0.02% +8,633 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 326,325 shares; 2025Q1: 377,767 shares; 2025Q2: 410,680 shares 410,680 $10.7M 0.02% +32,913 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,035 shares; 2024Q4: 466,607 shares; 2025Q1: 472,908 shares; 2025Q2: 533,193 shares 533,193 $10.7M 0.02% +60,285 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,345 shares; 2024Q4: 279,781 shares; 2025Q1: 259,023 shares; 2025Q2: 283,808 shares 283,808 $10.7M 0.02% +24,785 Timeline GAPR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,209 shares; 2024Q4: 209,617 shares; 2025Q1: 130,037 shares; 2025Q2: 278,137 shares 278,137 $10.7M 0.02% +148,100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,186 shares; 2024Q4: 203,733 shares; 2025Q1: 274,053 shares; 2025Q2: 273,253 shares 273,253 $10.6M 0.02% -800 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,296 shares; 2024Q4: 520,044 shares; 2025Q1: 538,257 shares; 2025Q2: 581,225 shares 581,225 $10.6M 0.02% +42,968 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,350 shares; 2024Q4: 155,139 shares; 2025Q1: 160,284 shares; 2025Q2: 174,831 shares 174,831 $10.6M 0.02% +14,547 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,411 shares; 2024Q4: 214,473 shares; 2025Q1: 212,384 shares; 2025Q2: 222,212 shares 222,212 $10.6M 0.02% +9,828 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,153 shares; 2024Q4: 93,096 shares; 2025Q1: 270,193 shares; 2025Q2: 288,073 shares 288,073 $10.6M 0.02% +17,880 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,331 shares; 2024Q4: 247,241 shares; 2025Q1: 439,307 shares; 2025Q2: 767,499 shares 767,499 $10.6M 0.02% +328,192 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,022 shares; 2024Q4: 290,311 shares; 2025Q1: 266,814 shares; 2025Q2: 260,763 shares 260,763 $10.6M 0.02% -6,051 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,249 shares; 2024Q4: 17,604 shares; 2025Q1: 17,523 shares; 2025Q2: 20,576 shares 20,576 $10.5M 0.02% +3,053 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,387 shares; 2024Q4: 442,868 shares; 2025Q1: 453,969 shares; 2025Q2: 354,263 shares 354,263 $10.5M 0.02% -99,706 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,330 shares; 2024Q4: 147,579 shares; 2025Q1: 154,681 shares; 2025Q2: 155,837 shares 155,837 $10.5M 0.02% +1,156 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,952 shares; 2024Q4: 64,609 shares; 2025Q1: 73,818 shares; 2025Q2: 73,802 shares 73,802 $10.5M 0.02% -16 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,287 shares; 2024Q4: 75,835 shares; 2025Q1: 79,879 shares; 2025Q2: 238,109 shares 238,109 $10.4M 0.02% +158,230 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,084 shares; 2024Q4: 142,897 shares; 2025Q1: 175,603 shares; 2025Q2: 175,535 shares 175,535 $10.4M 0.02% -68 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,847 shares; 2024Q4: 483,410 shares; 2025Q1: 472,969 shares; 2025Q2: 471,694 shares 471,694 $10.4M 0.02% -1,275 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,131 shares; 2024Q4: 26,666 shares; 2025Q1: 69,712 shares; 2025Q2: 103,246 shares 103,246 $10.4M 0.02% +33,534 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,633 shares; 2024Q4: 258,303 shares; 2025Q1: 253,416 shares; 2025Q2: 247,686 shares 247,686 $10.4M 0.02% -5,730 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,107 shares; 2024Q4: 191,654 shares; 2025Q1: 205,425 shares; 2025Q2: 336,127 shares 336,127 $10.3M 0.02% +130,702 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,517 shares; 2024Q4: 61,603 shares; 2025Q1: 78,899 shares; 2025Q2: 76,895 shares 76,895 $10.3M 0.02% -2,004 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,662 shares; 2024Q4: 57,583 shares; 2025Q1: 59,956 shares; 2025Q2: 59,481 shares 59,481 $10.3M 0.02% -475 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,924 shares; 2024Q4: 167,925 shares; 2025Q1: 189,447 shares; 2025Q2: 213,696 shares 213,696 $10.3M 0.02% +24,249 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,162 shares; 2024Q4: 195,215 shares; 2025Q1: 232,650 shares; 2025Q2: 275,595 shares 275,595 $10.3M 0.02% +42,945 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,705 shares; 2024Q4: 164,419 shares; 2025Q1: 160,511 shares; 2025Q2: 157,916 shares 157,916 $10.3M 0.02% -2,595 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382,793 shares 382,793 $10.3M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,309 shares; 2024Q4: 112,131 shares; 2025Q1: 101,083 shares; 2025Q2: 99,794 shares 99,794 $10.3M 0.02% -1,289 Timeline KBWB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,205 shares; 2024Q4: 129,481 shares; 2025Q1: 135,781 shares; 2025Q2: 143,009 shares 143,009 $10.2M 0.02% +7,228 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,373 shares; 2024Q4: 135,066 shares; 2025Q1: 186,105 shares; 2025Q2: 175,115 shares 175,115 $10.2M 0.02% -10,990 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,621 shares; 2024Q4: 273,911 shares; 2025Q1: 266,556 shares; 2025Q2: 262,211 shares 262,211 $10.2M 0.02% -4,345 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,328 shares; 2024Q4: 214,587 shares; 2025Q1: 305,867 shares; 2025Q2: 300,557 shares 300,557 $10.2M 0.02% -5,310 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,529 shares; 2024Q4: 238,312 shares; 2025Q1: 245,785 shares; 2025Q2: 233,817 shares 233,817 $10.2M 0.02% -11,968 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,099 shares; 2024Q4: 37,498 shares; 2025Q1: 33,583 shares; 2025Q2: 33,301 shares 33,301 $10.1M 0.02% -282 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,244 shares; 2024Q4: 416,116 shares; 2025Q1: 606,509 shares; 2025Q2: 679,066 shares 679,066 $10.1M 0.02% +72,557 Timeline FLCB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,451 shares; 2024Q4: 248,425 shares; 2025Q1: 462,561 shares; 2025Q2: 468,535 shares 468,535 $10.1M 0.02% +5,974 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,532 shares; 2025Q2: 161,095 shares 161,095 $10.1M 0.02% +1,563 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,717 shares; 2024Q4: 160,625 shares; 2025Q1: 156,412 shares; 2025Q2: 159,643 shares 159,643 $10M 0.02% +3,231 Timeline SIXJ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,800 shares; 2024Q4: 327,732 shares; 2025Q1: 326,699 shares; 2025Q2: 312,600 shares 312,600 $10M 0.02% -14,099 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,418 shares; 2024Q4: 136,991 shares; 2025Q1: 84,027 shares; 2025Q2: 425,794 shares 425,794 $9.98M 0.02% +341,767 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,895 shares; 2024Q4: 106,498 shares; 2025Q1: 164,884 shares; 2025Q2: 80,724 shares 80,724 $9.98M 0.02% -84,160 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,016 shares; 2024Q4: 243,423 shares; 2025Q1: 210,516 shares; 2025Q2: 253,826 shares 253,826 $9.97M 0.02% +43,310 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,055 shares; 2024Q4: 27,967 shares; 2025Q1: 30,073 shares; 2025Q2: 30,318 shares 30,318 $9.94M 0.02% +245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,793 shares; 2024Q4: 129,429 shares; 2025Q1: 131,034 shares; 2025Q2: 137,937 shares 137,937 $9.92M 0.02% +6,903 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,650 shares; 2024Q4: 169,836 shares; 2025Q1: 189,083 shares; 2025Q2: 187,870 shares 187,870 $9.92M 0.02% -1,213 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,547 shares; 2024Q4: 255,051 shares; 2025Q1: 253,590 shares; 2025Q2: 286,169 shares 286,169 $9.87M 0.02% +32,579 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,323 shares; 2024Q4: 117,433 shares; 2025Q1: 128,585 shares; 2025Q2: 132,333 shares 132,333 $9.86M 0.02% +3,748 Timeline PXF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,776 shares; 2024Q4: 97,745 shares; 2025Q1: 167,159 shares; 2025Q2: 171,590 shares 171,590 $9.85M 0.02% +4,431 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,072 shares; 2024Q4: 235,735 shares; 2025Q1: 233,175 shares; 2025Q2: 258,367 shares 258,367 $9.76M 0.02% +25,192 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,470 shares; 2024Q4: 251,864 shares; 2025Q1: 418,075 shares; 2025Q2: 498,833 shares 498,833 $9.75M 0.02% +80,758 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,856 shares; 2024Q4: 88,275 shares; 2025Q1: 93,556 shares; 2025Q2: 97,050 shares 97,050 $9.74M 0.02% +3,494 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,169 shares; 2024Q4: 98,026 shares; 2025Q1: 93,414 shares; 2025Q2: 91,984 shares 91,984 $9.7M 0.02% -1,430 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,138 shares; 2024Q4: 187,109 shares; 2025Q1: 188,640 shares; 2025Q2: 191,210 shares 191,210 $9.67M 0.02% +2,570 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,539 shares; 2024Q4: 162,113 shares; 2025Q1: 168,184 shares; 2025Q2: 187,629 shares 187,629 $9.66M 0.02% +19,445 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,868 shares; 2024Q4: 179,808 shares; 2025Q1: 275,934 shares; 2025Q2: 284,397 shares 284,397 $9.64M 0.02% +8,463 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,995 shares; 2024Q4: 94,029 shares; 2025Q1: 179,124 shares; 2025Q2: 96,518 shares 96,518 $9.6M 0.02% -82,606 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,593 shares; 2024Q4: 172,319 shares; 2025Q1: 250,362 shares; 2025Q2: 252,398 shares 252,398 $9.59M 0.02% +2,036 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,675 shares; 2024Q4: 221,977 shares; 2025Q1: 217,375 shares; 2025Q2: 258,043 shares 258,043 $9.57M 0.02% +40,668 Timeline JANW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,786 shares; 2024Q4: 239,038 shares; 2025Q1: 256,117 shares; 2025Q2: 271,903 shares 271,903 $9.5M 0.02% +15,786 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,981 shares; 2024Q4: 165,775 shares; 2025Q1: 339,577 shares; 2025Q2: 258,054 shares 258,054 $9.49M 0.02% -81,523 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,171 shares; 2024Q4: 29,626 shares; 2025Q1: 27,859 shares; 2025Q2: 28,555 shares 28,555 $9.49M 0.02% +696 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 16,718 shares; 2025Q1: 19,637 shares; 2025Q2: 19,402 shares 19,402 $9.48M 0.02% -235 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,686 shares; 2024Q4: 190,730 shares; 2025Q1: 203,823 shares; 2025Q2: 202,682 shares 202,682 $9.47M 0.02% -1,141 Timeline GIGB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,226 shares; 2024Q4: 197,207 shares; 2025Q1: 249,204 shares; 2025Q2: 205,380 shares 205,380 $9.45M 0.02% -43,824 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,518 shares; 2024Q4: 301,529 shares; 2025Q1: 328,669 shares; 2025Q2: 318,692 shares 318,692 $9.42M 0.02% -9,977 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,002 shares; 2024Q4: 61,578 shares; 2025Q1: 60,698 shares; 2025Q2: 206,175 shares 206,175 $9.42M 0.02% +145,477 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,146 shares; 2024Q4: 56,692 shares; 2025Q1: 84,738 shares; 2025Q2: 78,432 shares 78,432 $9.42M 0.02% -6,306 Timeline ONOF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,681 shares; 2024Q4: 279,811 shares; 2025Q1: 279,240 shares; 2025Q2: 274,288 shares 274,288 $9.41M 0.02% -4,952 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,266 shares; 2024Q4: 330,986 shares; 2025Q1: 363,227 shares; 2025Q2: 379,476 shares 379,476 $9.36M 0.02% +16,249 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,066 shares; 2024Q4: 153,612 shares; 2025Q1: 187,098 shares; 2025Q2: 165,639 shares 165,639 $9.36M 0.02% -21,459 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,321 shares 57,321 $9.35M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,615 shares; 2024Q4: 374,362 shares; 2025Q1: 473,610 shares; 2025Q2: 423,448 shares 423,448 $9.34M 0.02% -50,162 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,399 shares; 2024Q4: 53,535 shares; 2025Q1: 60,150 shares; 2025Q2: 63,065 shares 63,065 $9.33M 0.02% +2,915 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 126,615 shares; 2025Q1: 134,832 shares; 2025Q2: 149,502 shares 149,502 $9.33M 0.02% +14,670 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,955 shares; 2024Q4: 267,104 shares; 2025Q1: 337,573 shares; 2025Q2: 350,546 shares 350,546 $9.28M 0.02% +12,973 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,117 shares; 2024Q4: 258,056 shares; 2025Q1: 295,046 shares; 2025Q2: 221,658 shares 221,658 $9.27M 0.02% -73,388 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,869 shares; 2024Q4: 201,629 shares; 2025Q1: 228,821 shares; 2025Q2: 194,662 shares 194,662 $9.27M 0.02% -34,159 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,338 shares; 2024Q4: 324,140 shares; 2025Q1: 322,360 shares; 2025Q2: 321,048 shares 321,048 $9.27M 0.02% -1,312 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,159 shares; 2024Q4: 250,037 shares; 2025Q1: 326,475 shares; 2025Q2: 296,511 shares 296,511 $9.19M 0.02% -29,964 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,542 shares; 2024Q4: 137,144 shares; 2025Q1: 130,436 shares; 2025Q2: 157,823 shares 157,823 $9.16M 0.02% +27,387 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,652 shares; 2024Q4: 43,107 shares; 2025Q1: 45,776 shares; 2025Q2: 56,932 shares 56,932 $9.15M 0.02% +11,156 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,233 shares; 2024Q4: 45,550 shares; 2025Q1: 62,772 shares; 2025Q2: 65,508 shares 65,508 $9.11M 0.02% +2,736 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,890 shares; 2024Q4: 292,379 shares; 2025Q1: 365,190 shares; 2025Q2: 387,309 shares 387,309 $9.11M 0.02% +22,119 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,616 shares; 2024Q4: 46,774 shares; 2025Q1: 44,217 shares; 2025Q2: 53,940 shares 53,940 $9.1M 0.02% +9,723 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,053 shares; 2024Q4: 278,419 shares; 2025Q1: 220,249 shares; 2025Q2: 213,204 shares 213,204 $9.08M 0.02% -7,045 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,158 shares; 2024Q4: 341,893 shares; 2025Q1: 387,792 shares; 2025Q2: 438,558 shares 438,558 $9.07M 0.02% +50,766 KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,730 shares; 2024Q4: 374,802 shares; 2025Q1: 359,242 shares; 2025Q2: 350,884 shares 350,884 $9.06M 0.02% -8,358 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,581 shares; 2024Q4: 211,071 shares; 2025Q1: 183,146 shares; 2025Q2: 183,894 shares 183,894 $9.04M 0.02% +748 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,323 shares; 2024Q4: 141,221 shares; 2025Q1: 107,098 shares; 2025Q2: 120,821 shares 120,821 $8.99M 0.02% +13,723 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,403 shares; 2024Q4: 206,618 shares; 2025Q1: 229,684 shares; 2025Q2: 229,588 shares 229,588 $8.99M 0.02% -96 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,686 shares; 2024Q4: 9,320 shares; 2025Q1: 9,496 shares; 2025Q2: 11,294 shares 11,294 $8.98M 0.02% +1,798 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,210 shares; 2024Q4: 515,489 shares; 2025Q1: 157,814 shares; 2025Q2: 310,200 shares 310,200 $8.98M 0.02% +152,386 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 152,203 shares; 2025Q1: 201,250 shares; 2025Q2: 205,089 shares 205,089 $8.98M 0.02% +3,839 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,959 shares; 2024Q4: 224,208 shares; 2025Q1: 259,504 shares; 2025Q2: 253,161 shares 253,161 $8.95M 0.02% -6,343 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,927 shares; 2024Q4: 50,758 shares; 2025Q1: 57,383 shares; 2025Q2: 59,159 shares 59,159 $8.93M 0.02% +1,776 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,881 shares; 2024Q4: 26,460 shares; 2025Q1: 42,550 shares; 2025Q2: 42,528 shares 42,528 $8.9M 0.02% -22 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,323 shares; 2025Q1: 21,718 shares; 2025Q2: 38,434 shares 38,434 $8.87M 0.01% +16,716 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,774 shares; 2024Q4: 95,698 shares; 2025Q1: 92,408 shares; 2025Q2: 92,249 shares 92,249 $8.85M 0.01% -159 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,590 shares; 2024Q4: 314,603 shares; 2025Q1: 226,213 shares; 2025Q2: 195,286 shares 195,286 $8.8M 0.01% -30,927 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,733 shares; 2024Q4: 292,277 shares; 2025Q1: 317,533 shares; 2025Q2: 163,286 shares 163,286 $8.76M 0.01% -154,247 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,361 shares; 2024Q4: 95,803 shares; 2025Q1: 118,366 shares; 2025Q2: 117,252 shares 117,252 $8.72M 0.01% -1,114 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,464 shares; 2024Q4: 170,153 shares; 2025Q1: 176,183 shares; 2025Q2: 189,207 shares 189,207 $8.72M 0.01% +13,024 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,089 shares; 2024Q4: 407,172 shares; 2025Q1: 405,110 shares; 2025Q2: 425,523 shares 425,523 $8.68M 0.01% +20,413 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,493 shares; 2024Q4: 24,300 shares; 2025Q1: 21,850 shares; 2025Q2: 25,770 shares 25,770 $8.68M 0.01% +3,920 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,510 shares; 2024Q4: 49,242 shares; 2025Q1: 57,163 shares; 2025Q2: 54,237 shares 54,237 $8.67M 0.01% -2,926 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,310 shares; 2024Q4: 188,868 shares; 2025Q1: 192,399 shares; 2025Q2: 172,639 shares 172,639 $8.67M 0.01% -19,760 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,340 shares; 2024Q4: 245,041 shares; 2025Q1: 264,225 shares; 2025Q2: 219,244 shares 219,244 $8.66M 0.01% -44,981 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 426,002 shares; 2025Q2: 539,431 shares 539,431 $8.66M 0.01% +113,429 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,697 shares; 2024Q4: 64,819 shares; 2025Q1: 81,354 shares; 2025Q2: 92,081 shares 92,081 $8.65M 0.01% +10,727 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,671 shares; 2024Q4: 434,258 shares; 2025Q1: 475,056 shares; 2025Q2: 522,340 shares 522,340 $8.63M 0.01% +47,284 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,724 shares; 2024Q4: 167,936 shares; 2025Q1: 224,914 shares; 2025Q2: 215,659 shares 215,659 $8.62M 0.01% -9,255 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,827 shares; 2025Q2: 351,146 shares 351,146 $8.61M 0.01% +6,319 Timeline XOCT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 160,139 shares; 2025Q1: 161,260 shares; 2025Q2: 240,480 shares 240,480 $8.6M 0.01% +79,220 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 137,142 shares; 2025Q1: 19,379 shares; 2025Q2: 257,718 shares 257,718 $8.57M 0.01% +238,339 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,376 shares; 2024Q4: 179,741 shares; 2025Q1: 232,571 shares; 2025Q2: 259,164 shares 259,164 $8.57M 0.01% +26,593 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 23,370 shares; 2025Q1: 38,523 shares; 2025Q2: 93,222 shares 93,222 $8.56M 0.01% +54,699 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,167 shares; 2024Q4: 44,492 shares; 2025Q1: 39,322 shares; 2025Q2: 154,242 shares 154,242 $8.55M 0.01% +114,920 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,776 shares; 2024Q4: 244,647 shares; 2025Q1: 447,172 shares; 2025Q2: 351,097 shares 351,097 $8.51M 0.01% -96,075 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,401 shares; 2024Q4: 311,315 shares; 2025Q1: 355,399 shares; 2025Q2: 173,466 shares 173,466 $8.51M 0.01% -181,933 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,391 shares; 2024Q4: 201,353 shares; 2025Q1: 199,568 shares; 2025Q2: 212,948 shares 212,948 $8.47M 0.01% +13,380 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,219 shares; 2024Q4: 176,000 shares; 2025Q1: 172,545 shares; 2025Q2: 172,451 shares 172,451 $8.46M 0.01% -94 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,367 shares; 2024Q4: 105,283 shares; 2025Q1: 148,551 shares; 2025Q2: 166,456 shares 166,456 $8.45M 0.01% +17,905 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,779 shares; 2024Q4: 246,460 shares; 2025Q1: 279,775 shares; 2025Q2: 264,941 shares 264,941 $8.43M 0.01% -14,834 Timeline FLHY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,967 shares; 2024Q4: 219,891 shares; 2025Q1: 232,569 shares; 2025Q2: 343,462 shares 343,462 $8.36M 0.01% +110,893 Timeline GSSC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,331 shares; 2024Q4: 119,386 shares; 2025Q1: 117,441 shares; 2025Q2: 121,886 shares 121,886 $8.36M 0.01% +4,445 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,166 shares; 2024Q4: 168,528 shares; 2025Q1: 135,091 shares; 2025Q2: 147,716 shares 147,716 $8.35M 0.01% +12,625 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,129 shares; 2024Q4: 102,565 shares; 2025Q1: 102,022 shares; 2025Q2: 103,978 shares 103,978 $8.33M 0.01% +1,956 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,297 shares; 2024Q4: 42,466 shares; 2025Q1: 26,853 shares; 2025Q2: 26,506 shares 26,506 $8.32M 0.01% -347 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,651 shares; 2024Q4: 112,038 shares; 2025Q1: 143,411 shares; 2025Q2: 173,440 shares 173,440 $8.29M 0.01% +30,029 Timeline TDVI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 68,018 shares; 2025Q1: 276,295 shares; 2025Q2: 309,496 shares 309,496 $8.29M 0.01% +33,201 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,313 shares; 2024Q4: 47,952 shares; 2025Q1: 62,036 shares; 2025Q2: 60,193 shares 60,193 $8.27M 0.01% -1,843 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,758 shares; 2024Q4: 244,318 shares; 2025Q1: 245,788 shares; 2025Q2: 260,063 shares 260,063 $8.26M 0.01% +14,275 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,811 shares; 2024Q4: 158,781 shares; 2025Q1: 156,695 shares; 2025Q2: 144,442 shares 144,442 $8.25M 0.01% -12,253 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,266 shares; 2024Q4: 53,810 shares; 2025Q1: 51,858 shares; 2025Q2: 65,079 shares 65,079 $8.25M 0.01% +13,221 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,143 shares; 2024Q4: 31,659 shares; 2025Q1: 34,291 shares; 2025Q2: 30,936 shares 30,936 $8.24M 0.01% -3,355 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,828 shares; 2024Q4: 120,980 shares; 2025Q1: 196,349 shares; 2025Q2: 201,480 shares 201,480 $8.18M 0.01% +5,131 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,860 shares; 2025Q2: 217,403 shares 217,403 $8.18M 0.01% +30,543 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,905 shares; 2024Q4: 359,092 shares; 2025Q1: 355,110 shares; 2025Q2: 347,371 shares 347,371 $8.16M 0.01% -7,739 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 57,430 shares; 2025Q1: 64,778 shares; 2025Q2: 71,953 shares 71,953 $8.13M 0.01% +7,175 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,036 shares; 2024Q4: 245,693 shares; 2025Q1: 253,840 shares; 2025Q2: 262,312 shares 262,312 $8.09M 0.01% +8,472 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 36,501 shares; 2025Q1: 44,035 shares; 2025Q2: 36,935 shares 36,935 $8.06M 0.01% -7,100 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,445 shares; 2024Q4: 99,729 shares; 2025Q1: 158,067 shares; 2025Q2: 199,954 shares 199,954 $8.05M 0.01% +41,887 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,094 shares; 2024Q4: 76,807 shares; 2025Q1: 108,352 shares; 2025Q2: 115,368 shares 115,368 $8.03M 0.01% +7,016 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,355 shares; 2024Q4: 41,879 shares; 2025Q1: 329,731 shares; 2025Q2: 251,891 shares 251,891 $8.03M 0.01% -77,840 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,688 shares; 2024Q4: 199,173 shares; 2025Q1: 220,614 shares; 2025Q2: 246,008 shares 246,008 $8.02M 0.01% +25,394 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,247 shares; 2024Q4: 173,692 shares; 2025Q1: 190,733 shares; 2025Q2: 188,969 shares 188,969 $8.02M 0.01% -1,764 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,813 shares; 2024Q4: 59,675 shares; 2025Q1: 177,033 shares; 2025Q2: 184,564 shares 184,564 $7.99M 0.01% +7,531 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,201 shares; 2024Q4: 53,524 shares; 2025Q1: 71,944 shares; 2025Q2: 361,722 shares 361,722 $7.97M 0.01% +289,778 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,036 shares; 2024Q4: 86,683 shares; 2025Q1: 110,161 shares; 2025Q2: 170,332 shares 170,332 $7.96M 0.01% +60,171 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,647 shares; 2025Q1: 10,780 shares; 2025Q2: 14,808 shares 14,808 $7.94M 0.01% +4,028 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,291 shares; 2024Q4: 313,280 shares; 2025Q1: 342,168 shares; 2025Q2: 153,062 shares 153,062 $7.92M 0.01% -189,106 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,694 shares; 2024Q4: 192,829 shares; 2025Q1: 192,175 shares; 2025Q2: 173,888 shares 173,888 $7.91M 0.01% -18,287 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,661 shares; 2024Q4: 113,618 shares; 2025Q1: 190,909 shares; 2025Q2: 176,297 shares 176,297 $7.91M 0.01% -14,612 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,514 shares; 2024Q4: 157,914 shares; 2025Q1: 170,220 shares; 2025Q2: 149,761 shares 149,761 $7.9M 0.01% -20,459 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,579 shares; 2024Q4: 63,789 shares; 2025Q1: 62,984 shares; 2025Q2: 65,093 shares 65,093 $7.9M 0.01% +2,109 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,392 shares; 2024Q4: 181,644 shares; 2025Q1: 245,202 shares; 2025Q2: 202,263 shares 202,263 $7.83M 0.01% -42,939 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,870 shares; 2024Q4: 177,437 shares; 2025Q1: 186,369 shares; 2025Q2: 171,892 shares 171,892 $7.81M 0.01% -14,477 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,014 shares; 2024Q4: 172,943 shares; 2025Q1: 191,846 shares; 2025Q2: 226,791 shares 226,791 $7.8M 0.01% +34,945 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,585 shares; 2024Q4: 58,817 shares; 2025Q1: 67,223 shares; 2025Q2: 73,177 shares 73,177 $7.8M 0.01% +5,954 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,048 shares; 2024Q4: 65,305 shares; 2025Q1: 62,921 shares; 2025Q2: 61,454 shares 61,454 $7.77M 0.01% -1,467 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,619 shares; 2024Q4: 64,603 shares; 2025Q1: 61,057 shares; 2025Q2: 86,769 shares 86,769 $7.74M 0.01% +25,712 Timeline BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,869 shares; 2024Q4: 266,685 shares; 2025Q1: 392,290 shares; 2025Q2: 392,486 shares 392,486 $7.74M 0.01% +196 SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,413 shares; 2024Q4: 342,482 shares; 2025Q1: 330,732 shares; 2025Q2: 311,546 shares 311,546 $7.73M 0.01% -19,186 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,795 shares; 2024Q4: 33,665 shares; 2025Q1: 42,483 shares; 2025Q2: 42,590 shares 42,590 $7.71M 0.01% +107 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,254 shares; 2024Q4: 279,693 shares; 2025Q1: 308,204 shares; 2025Q2: 310,564 shares 310,564 $7.7M 0.01% +2,360 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,121 shares; 2024Q4: 66,681 shares; 2025Q1: 71,107 shares; 2025Q2: 79,807 shares 79,807 $7.67M 0.01% +8,700 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,691 shares; 2024Q4: 60,603 shares; 2025Q1: 100,412 shares; 2025Q2: 152,532 shares 152,532 $7.67M 0.01% +52,120 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,867 shares; 2024Q4: 125,922 shares; 2025Q1: 142,759 shares; 2025Q2: 136,627 shares 136,627 $7.66M 0.01% -6,132 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,067 shares; 2025Q1: 60,048 shares; 2025Q2: 138,396 shares 138,396 $7.66M 0.01% +78,348 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,002 shares; 2024Q4: 120,381 shares; 2025Q1: 123,018 shares; 2025Q2: 57,432 shares 57,432 $7.64M 0.01% -65,586 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,873 shares; 2024Q4: 93,929 shares; 2025Q1: 154,705 shares; 2025Q2: 165,931 shares 165,931 $7.64M 0.01% +11,226 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,964 shares; 2024Q4: 89,510 shares; 2025Q1: 333,819 shares; 2025Q2: 348,460 shares 348,460 $7.64M 0.01% +14,641 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,597 shares; 2024Q4: 52,404 shares; 2025Q1: 52,102 shares; 2025Q2: 51,336 shares 51,336 $7.61M 0.01% -766 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,363 shares; 2024Q4: 54,735 shares; 2025Q1: 62,049 shares; 2025Q2: 59,876 shares 59,876 $7.6M 0.01% -2,173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,832 shares 281,832 $7.58M 0.01% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,101 shares; 2024Q4: 92,244 shares; 2025Q1: 113,194 shares; 2025Q2: 137,575 shares 137,575 $7.56M 0.01% +24,381 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,692 shares; 2025Q1: 4,695 shares; 2025Q2: 4,962 shares 4,962 $7.55M 0.01% +267 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,428 shares; 2024Q4: 57,194 shares; 2025Q1: 49,328 shares; 2025Q2: 51,016 shares 51,016 $7.53M 0.01% +1,688 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,989 shares; 2024Q4: 299,247 shares; 2025Q1: 312,438 shares; 2025Q2: 304,892 shares 304,892 $7.53M 0.01% -7,546 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,680 shares; 2024Q4: 28,285 shares; 2025Q1: 31,322 shares; 2025Q2: 30,839 shares 30,839 $7.49M 0.01% -483 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 11,003 shares; 2025Q1: 12,152 shares; 2025Q2: 12,636 shares 12,636 $7.49M 0.01% +484 Timeline FFOG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,965 shares; 2024Q4: 130,007 shares; 2025Q1: 151,113 shares; 2025Q2: 170,283 shares 170,283 $7.49M 0.01% +19,170 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,387 shares; 2024Q4: 303,421 shares; 2025Q1: 335,498 shares; 2025Q2: 370,335 shares 370,335 $7.48M 0.01% +34,837 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,593 shares; 2024Q4: 94,043 shares; 2025Q1: 127,293 shares; 2025Q2: 149,041 shares 149,041 $7.43M 0.01% +21,748 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,911 shares; 2024Q4: 125,271 shares; 2025Q1: 151,484 shares; 2025Q2: 147,806 shares 147,806 $7.42M 0.01% -3,678 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 25,991 shares; 2025Q1: 24,248 shares; 2025Q2: 20,803 shares 20,803 $7.42M 0.01% -3,445 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,674 shares; 2024Q4: 252,731 shares; 2025Q1: 262,856 shares; 2025Q2: 263,901 shares 263,901 $7.42M 0.01% +1,045 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,507 shares; 2024Q4: 144,984 shares; 2025Q1: 454,611 shares; 2025Q2: 398,077 shares 398,077 $7.42M 0.01% -56,534 Timeline JVAL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,339 shares; 2024Q4: 139,347 shares; 2025Q1: 166,347 shares; 2025Q2: 167,694 shares 167,694 $7.42M 0.01% +1,347 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,717 shares; 2024Q4: 86,199 shares; 2025Q1: 93,080 shares; 2025Q2: 99,030 shares 99,030 $7.42M 0.01% +5,950 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,281 shares; 2024Q4: 186,845 shares; 2025Q1: 189,612 shares; 2025Q2: 187,496 shares 187,496 $7.41M 0.01% -2,116 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,155 shares; 2024Q4: 51,313 shares; 2025Q1: 158,323 shares; 2025Q2: 123,392 shares 123,392 $7.34M 0.01% -34,931 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,286 shares; 2025Q2: 45,416 shares 45,416 $7.33M 0.01% +2,130 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,744 shares; 2024Q4: 286,196 shares; 2025Q1: 293,736 shares; 2025Q2: 223,326 shares 223,326 $7.3M 0.01% -70,410 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,302 shares; 2024Q4: 176,004 shares; 2025Q1: 158,197 shares; 2025Q2: 196,778 shares 196,778 $7.29M 0.01% +38,581 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,303 shares; 2024Q4: 76,724 shares; 2025Q1: 85,239 shares; 2025Q2: 80,980 shares 80,980 $7.27M 0.01% -4,259 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,403 shares; 2024Q4: 103,548 shares; 2025Q1: 118,632 shares; 2025Q2: 143,390 shares 143,390 $7.22M 0.01% +24,758 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,091 shares; 2024Q4: 189,999 shares; 2025Q1: 37,253 shares; 2025Q2: 75,654 shares 75,654 $7.17M 0.01% +38,401 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,452 shares; 2024Q4: 14,653 shares; 2025Q1: 18,400 shares; 2025Q2: 19,083 shares 19,083 $7.16M 0.01% +683 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,432 shares; 2025Q1: 30,484 shares; 2025Q2: 66,427 shares 66,427 $7.14M 0.01% +35,943 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,298 shares; 2024Q4: 143,362 shares; 2025Q1: 303,781 shares; 2025Q2: 365,691 shares 365,691 $7.14M 0.01% +61,910 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,669 shares; 2024Q4: 463,699 shares; 2025Q1: 630,800 shares; 2025Q2: 772,691 shares 772,691 $7.1M 0.01% +141,891 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 40,583 shares; 2025Q1: 44,605 shares; 2025Q2: 53,817 shares 53,817 $7.08M 0.01% +9,212 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,267 shares; 2024Q4: 60,647 shares; 2025Q1: 43,094 shares; 2025Q2: 30,704 shares 30,704 $7.07M 0.01% -12,390 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 25,166 shares; 2025Q1: 66,724 shares; 2025Q2: 70,339 shares 70,339 $7.06M 0.01% +3,615 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,469 shares; 2024Q4: 206,377 shares; 2025Q1: 229,680 shares; 2025Q2: 248,619 shares 248,619 $7.06M 0.01% +18,939 Timeline JHSC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,461 shares; 2024Q4: 43,589 shares; 2025Q1: 63,443 shares; 2025Q2: 180,060 shares 180,060 $7.03M 0.01% +116,617 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,193 shares; 2024Q4: 87,722 shares; 2025Q1: 108,121 shares; 2025Q2: 93,650 shares 93,650 $7.02M 0.01% -14,471 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,313 shares; 2024Q4: 45,071 shares; 2025Q1: 31,112 shares; 2025Q2: 125,670 shares 125,670 $7M 0.01% +94,558 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,199 shares; 2024Q4: 277,927 shares; 2025Q1: 230,303 shares; 2025Q2: 219,576 shares 219,576 $6.99M 0.01% -10,727 Timeline