NYF 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: 105,651 shares; 2024Q4: 119,395 shares; 2025Q1: 127,728 shares; 2025Q2: 134,102 shares 134,102 $6.99M 0.01% +6,374 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,678 shares; 2024Q4: 518,776 shares; 2025Q1: 491,263 shares; 2025Q2: 508,947 shares 508,947 $6.98M 0.01% +17,684 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,391 shares; 2024Q4: 17,779 shares; 2025Q1: 22,757 shares; 2025Q2: 156,018 shares 156,018 $6.97M 0.01% +133,261 Timeline UFOX 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: 123,068 shares; 2024Q4: 124,789 shares; 2025Q1: 138,561 shares; 2025Q2: 131,836 shares 131,836 $6.96M 0.01% -6,725 Timeline APRW 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: 204,128 shares; 2024Q4: 206,596 shares; 2025Q1: 203,133 shares; 2025Q2: 208,447 shares 208,447 $6.95M 0.01% +5,314 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,783 shares; 2024Q4: 31,497 shares; 2025Q1: 35,251 shares; 2025Q2: 39,717 shares 39,717 $6.92M 0.01% +4,466 Timeline ITB 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: 104,156 shares; 2024Q4: 114,604 shares; 2025Q1: 93,552 shares; 2025Q2: 73,830 shares 73,830 $6.88M 0.01% -19,722 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,755 shares; 2024Q4: 165,344 shares; 2025Q1: 111,201 shares; 2025Q2: 97,637 shares 97,637 $6.87M 0.01% -13,564 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,658 shares; 2024Q4: 59,585 shares; 2025Q1: 72,604 shares; 2025Q2: 71,217 shares 71,217 $6.84M 0.01% -1,387 Timeline AFDM 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: 35,186 shares; 2024Q4: 51,388 shares; 2025Q1: 79,138 shares; 2025Q2: 93,760 shares 93,760 $6.84M 0.01% +14,622 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 27,575 shares; 2025Q1: 32,000 shares; 2025Q2: 32,743 shares 32,743 $6.83M 0.01% +743 Timeline IYJ 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: 40,102 shares; 2024Q4: 40,404 shares; 2025Q1: 46,913 shares; 2025Q2: 47,871 shares 47,871 $6.81M 0.01% +958 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,674 shares; 2024Q4: 232,749 shares; 2025Q1: 300,641 shares; 2025Q2: 332,060 shares 332,060 $6.81M 0.01% +31,419 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,518 shares; 2024Q4: 231,621 shares; 2025Q1: 242,276 shares; 2025Q2: 229,383 shares 229,383 $6.79M 0.01% -12,893 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,502 shares; 2024Q4: 162,203 shares; 2025Q1: 161,379 shares; 2025Q2: 163,454 shares 163,454 $6.75M 0.01% +2,075 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,072 shares; 2024Q4: 475,128 shares; 2025Q1: 504,008 shares; 2025Q2: 229,940 shares 229,940 $6.73M 0.01% -274,068 Timeline REMG 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: 260,377 shares 260,377 $6.73M 0.01% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 43,242 shares; 2025Q1: 54,399 shares; 2025Q2: 56,685 shares 56,685 $6.71M 0.01% +2,286 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,439 shares; 2024Q4: 14,800 shares; 2025Q1: 47,148 shares; 2025Q2: 63,406 shares 63,406 $6.69M 0.01% +16,258 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,733 shares; 2024Q4: 89,370 shares; 2025Q1: 91,219 shares; 2025Q2: 97,569 shares 97,569 $6.67M 0.01% +6,350 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,671 shares; 2024Q4: 12,828 shares; 2025Q1: 14,216 shares; 2025Q2: 14,780 shares 14,780 $6.66M 0.01% +564 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,266 shares; 2024Q4: 155,605 shares; 2025Q1: 157,473 shares; 2025Q2: 162,016 shares 162,016 $6.62M 0.01% +4,543 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,335 shares; 2024Q4: 109,870 shares; 2025Q1: 60,011 shares; 2025Q2: 60,659 shares 60,659 $6.62M 0.01% +648 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,666 shares; 2025Q1: 79,787 shares; 2025Q2: 128,629 shares 128,629 $6.62M 0.01% +48,842 Timeline LGOV 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: 363,849 shares; 2024Q4: 389,155 shares; 2025Q1: 424,856 shares; 2025Q2: 308,692 shares 308,692 $6.61M 0.01% -116,164 Timeline ISTB 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: 119,157 shares; 2024Q4: 134,890 shares; 2025Q1: 137,897 shares; 2025Q2: 135,754 shares 135,754 $6.6M 0.01% -2,143 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 9,282 shares; 2025Q1: 11,854 shares; 2025Q2: 12,029 shares 12,029 $6.6M 0.01% +175 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,797 shares; 2024Q4: 513,373 shares; 2025Q1: 671,895 shares; 2025Q2: 618,856 shares 618,856 $6.6M 0.01% -53,039 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,838 shares; 2024Q4: 129,858 shares; 2025Q1: 78,923 shares; 2025Q2: 52,417 shares 52,417 $6.59M 0.01% -26,506 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,434 shares; 2024Q4: 31,326 shares; 2025Q1: 49,544 shares; 2025Q2: 59,497 shares 59,497 $6.58M 0.01% +9,953 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,971 shares; 2024Q4: 92,895 shares; 2025Q1: 92,825 shares; 2025Q2: 95,749 shares 95,749 $6.57M 0.01% +2,924 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,738 shares; 2024Q4: 71,541 shares; 2025Q1: 86,011 shares; 2025Q2: 82,294 shares 82,294 $6.56M 0.01% -3,717 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,498 shares; 2024Q4: 723,840 shares; 2025Q1: 721,364 shares; 2025Q2: 705,406 shares 705,406 $6.55M 0.01% -15,958 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,678 shares; 2024Q4: 130,326 shares; 2025Q1: 135,029 shares; 2025Q2: 154,336 shares 154,336 $6.54M 0.01% +19,307 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 8,938 shares; 2025Q1: 9,464 shares; 2025Q2: 8,938 shares 8,938 $6.54M 0.01% -526 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,039 shares; 2024Q4: 123,382 shares; 2025Q1: 119,237 shares; 2025Q2: 130,924 shares 130,924 $6.54M 0.01% +11,687 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,789 shares; 2025Q2: 197,849 shares 197,849 $6.53M 0.01% +12,060 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,726 shares; 2024Q4: 13,498 shares; 2025Q1: 18,197 shares; 2025Q2: 26,425 shares 26,425 $6.51M 0.01% +8,228 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,053 shares; 2024Q4: 103,459 shares; 2025Q1: 175,043 shares; 2025Q2: 194,041 shares 194,041 $6.51M 0.01% +18,998 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 30,569 shares; 2025Q1: 121,573 shares; 2025Q2: 127,873 shares 127,873 $6.5M 0.01% +6,300 Timeline ACWV 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: 60,367 shares; 2024Q4: 62,381 shares; 2025Q1: 54,971 shares; 2025Q2: 54,852 shares 54,852 $6.5M 0.01% -119 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,292 shares; 2024Q4: 86,839 shares; 2025Q1: 84,517 shares; 2025Q2: 88,079 shares 88,079 $6.48M 0.01% +3,562 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,804 shares; 2024Q4: 54,794 shares; 2025Q1: 49,907 shares; 2025Q2: 51,950 shares 51,950 $6.46M 0.01% +2,043 Timeline OUSM 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: 22,625 shares; 2024Q4: 88,833 shares; 2025Q1: 129,831 shares; 2025Q2: 149,413 shares 149,413 $6.46M 0.01% +19,582 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: 35,400 shares; 2025Q1: 40,714 shares; 2025Q2: 37,000 shares 37,000 $6.44M 0.01% -3,714 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,135 shares; 2024Q4: 576,144 shares; 2025Q1: 597,625 shares; 2025Q2: 627,418 shares 627,418 $6.44M 0.01% +29,793 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,142 shares; 2024Q4: 65,808 shares; 2025Q1: 63,500 shares; 2025Q2: 69,956 shares 69,956 $6.42M 0.01% +6,456 Timeline EUSB 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: 142,557 shares; 2024Q4: 107,034 shares; 2025Q1: 111,919 shares; 2025Q2: 147,271 shares 147,271 $6.41M 0.01% +35,352 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,308 shares; 2024Q4: 198,051 shares; 2025Q1: 196,500 shares; 2025Q2: 174,413 shares 174,413 $6.41M 0.01% -22,087 Timeline DOL 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: 83,457 shares; 2024Q4: 90,219 shares; 2025Q1: 54,700 shares; 2025Q2: 107,281 shares 107,281 $6.39M 0.01% +52,581 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 13,234 shares; 2025Q1: 15,080 shares; 2025Q2: 38,891 shares 38,891 $6.35M 0.01% +23,811 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,446 shares; 2024Q4: 95,195 shares; 2025Q1: 100,429 shares; 2025Q2: 108,887 shares 108,887 $6.35M 0.01% +8,458 Timeline FLGV 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: 53,052 shares; 2024Q4: 78,768 shares; 2025Q1: 286,060 shares; 2025Q2: 308,850 shares 308,850 $6.35M 0.01% +22,790 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 25,803 shares; 2025Q1: 34,260 shares; 2025Q2: 40,574 shares 40,574 $6.33M 0.01% +6,314 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,259 shares; 2024Q4: 43,215 shares; 2025Q1: 77,834 shares; 2025Q2: 197,343 shares 197,343 $6.31M 0.01% +119,509 Timeline IHF 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: 122,221 shares; 2024Q4: 119,598 shares; 2025Q1: 125,474 shares; 2025Q2: 128,741 shares 128,741 $6.26M 0.01% +3,267 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 57,620 shares; 2025Q1: 99,237 shares; 2025Q2: 111,822 shares 111,822 $6.26M 0.01% +12,585 Timeline IJUN 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: 9,790 shares; 2024Q4: 10,365 shares; 2025Q1: 14,480 shares; 2025Q2: 224,671 shares 224,671 $6.23M 0.01% +210,191 Timeline NFTY 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: 20,749 shares; 2024Q4: 77,514 shares; 2025Q1: 81,327 shares; 2025Q2: 103,517 shares 103,517 $6.21M 0.01% +22,190 Timeline VLUE 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: 77,365 shares; 2024Q4: 77,215 shares; 2025Q1: 74,892 shares; 2025Q2: 54,813 shares 54,813 $6.21M 0.01% -20,079 Timeline XHB 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: 92,934 shares; 2024Q4: 66,978 shares; 2025Q1: 66,069 shares; 2025Q2: 62,926 shares 62,926 $6.2M 0.01% -3,143 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,907 shares; 2024Q4: 76,382 shares; 2025Q1: 74,956 shares; 2025Q2: 75,968 shares 75,968 $6.19M 0.01% +1,012 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,493 shares; 2024Q4: 231,559 shares; 2025Q1: 260,251 shares; 2025Q2: 251,955 shares 251,955 $6.19M 0.01% -8,296 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,656 shares; 2024Q4: 121,144 shares; 2025Q1: 137,269 shares; 2025Q2: 136,317 shares 136,317 $6.16M 0.01% -952 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,607 shares; 2024Q4: 52,568 shares; 2025Q1: 61,640 shares; 2025Q2: 67,500 shares 67,500 $6.16M 0.01% +5,860 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,448 shares; 2024Q4: 232,019 shares; 2025Q1: 273,770 shares; 2025Q2: 327,860 shares 327,860 $6.13M 0.01% +54,090 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,416 shares; 2024Q4: 30,038 shares; 2025Q1: 45,481 shares; 2025Q2: 46,306 shares 46,306 $6.13M 0.01% +825 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,634 shares; 2024Q4: 87,595 shares; 2025Q1: 101,441 shares; 2025Q2: 56,033 shares 56,033 $6.12M 0.01% -45,408 Timeline IYE 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: 167,231 shares; 2024Q4: 171,355 shares; 2025Q1: 185,521 shares; 2025Q2: 135,404 shares 135,404 $6.12M 0.01% -50,117 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,162 shares; 2024Q4: 460,698 shares; 2025Q1: 475,214 shares; 2025Q2: 513,512 shares 513,512 $6.12M 0.01% +38,298 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 6,761 shares; 2025Q1: 7,944 shares; 2025Q2: 27,243 shares 27,243 $6.1M 0.01% +19,299 Timeline FNDE 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: 95,678 shares; 2024Q4: 95,843 shares; 2025Q1: 114,090 shares; 2025Q2: 183,487 shares 183,487 $6.06M 0.01% +69,397 Timeline QSML 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: 148,900 shares; 2024Q4: 198,208 shares; 2025Q1: 215,410 shares; 2025Q2: 229,954 shares 229,954 $6.05M 0.01% +14,544 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,139 shares; 2024Q4: 82,998 shares; 2025Q1: 84,926 shares; 2025Q2: 75,939 shares 75,939 $6.04M 0.01% -8,987 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,257 shares; 2024Q4: 67,950 shares; 2025Q1: 49,359 shares; 2025Q2: 46,844 shares 46,844 $6.04M 0.01% -2,515 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,259 shares; 2024Q4: 53,209 shares; 2025Q1: 68,893 shares; 2025Q2: 70,381 shares 70,381 $6.02M 0.01% +1,488 Timeline DTEC 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: 108,663 shares; 2024Q4: 120,570 shares; 2025Q1: 121,151 shares; 2025Q2: 121,746 shares 121,746 $6.01M 0.01% +595 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,178 shares; 2024Q4: 41,561 shares; 2025Q1: 34,641 shares; 2025Q2: 36,914 shares 36,914 $6.01M 0.01% +2,273 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,459 shares; 2024Q4: 23,382 shares; 2025Q1: 23,308 shares; 2025Q2: 25,946 shares 25,946 $6M 0.01% +2,638 Timeline QMMY 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: 67,694 shares; 2024Q4: 59,136 shares; 2025Q1: 52,738 shares; 2025Q2: 255,410 shares 255,410 $6M 0.01% +202,672 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,665 shares; 2024Q4: 56,626 shares; 2025Q1: 83,523 shares; 2025Q2: 141,357 shares 141,357 $5.99M 0.01% +57,834 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,859 shares; 2024Q4: 92,303 shares; 2025Q1: 124,566 shares; 2025Q2: 141,786 shares 141,786 $5.98M 0.01% +17,220 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,472 shares; 2024Q4: 459,360 shares; 2025Q1: 507,748 shares; 2025Q2: 528,118 shares 528,118 $5.96M 0.01% +20,370 Timeline DAPR 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: 32,660 shares; 2024Q4: 104,074 shares; 2025Q1: 51,772 shares; 2025Q2: 157,978 shares 157,978 $5.96M 0.01% +106,206 Timeline EUFN 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: 181,932 shares; 2025Q2: 188,245 shares 188,245 $5.95M 0.01% +6,313 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,354 shares; 2024Q4: 116,674 shares; 2025Q1: 118,599 shares; 2025Q2: 134,939 shares 134,939 $5.95M 0.01% +16,340 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 10,146 shares; 2025Q1: 11,331 shares; 2025Q2: 12,163 shares 12,163 $5.95M 0.01% +832 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,300 shares; 2024Q4: 79,544 shares; 2025Q1: 80,168 shares; 2025Q2: 79,654 shares 79,654 $5.9M 0.01% -514 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,808 shares; 2024Q4: 58,308 shares; 2025Q1: 188,855 shares; 2025Q2: 186,280 shares 186,280 $5.88M 0.01% -2,575 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,292 shares; 2024Q4: 293,982 shares; 2025Q1: 276,433 shares; 2025Q2: 314,164 shares 314,164 $5.87M 0.01% +37,731 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,187 shares; 2025Q1: 155,245 shares; 2025Q2: 204,172 shares 204,172 $5.84M 0.01% +48,927 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,797 shares; 2024Q4: 72,182 shares; 2025Q1: 78,879 shares; 2025Q2: 66,785 shares 66,785 $5.83M 0.01% -12,094 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,734 shares; 2024Q4: 101,063 shares; 2025Q1: 96,641 shares; 2025Q2: 100,781 shares 100,781 $5.82M 0.01% +4,140 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,862 shares; 2024Q4: 36,967 shares; 2025Q1: 62,495 shares; 2025Q2: 71,961 shares 71,961 $5.81M 0.01% +9,466 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,677 shares; 2024Q4: 61,624 shares; 2025Q1: 63,776 shares; 2025Q2: 65,353 shares 65,353 $5.8M 0.01% +1,577 Timeline WTPI 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: 60,408 shares; 2024Q4: 56,642 shares; 2025Q1: 141,095 shares; 2025Q2: 181,006 shares 181,006 $5.8M 0.01% +39,911 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,074 shares; 2024Q4: 24,795 shares; 2025Q1: 28,216 shares; 2025Q2: 29,127 shares 29,127 $5.78M 0.01% +911 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,124 shares; 2024Q4: 97,300 shares; 2025Q1: 122,068 shares; 2025Q2: 99,654 shares 99,654 $5.77M 0.01% -22,414 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,988 shares; 2024Q4: 90,126 shares; 2025Q1: 103,273 shares; 2025Q2: 129,124 shares 129,124 $5.76M 0.01% +25,851 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,285 shares; 2024Q4: 118,442 shares; 2025Q1: 432,970 shares; 2025Q2: 153,508 shares 153,508 $5.75M 0.01% -279,462 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,799 shares; 2024Q4: 228,069 shares; 2025Q1: 233,784 shares; 2025Q2: 220,754 shares 220,754 $5.75M 0.01% -13,030 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,924 shares; 2024Q4: 141,950 shares; 2025Q1: 163,266 shares; 2025Q2: 163,201 shares 163,201 $5.74M 0.01% -65 Timeline CRTC 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: 29,245 shares; 2024Q4: 39,632 shares; 2025Q1: 154,505 shares; 2025Q2: 168,293 shares 168,293 $5.72M 0.01% +13,788 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,291 shares; 2024Q4: 20,443 shares; 2025Q1: 27,713 shares; 2025Q2: 30,351 shares 30,351 $5.72M 0.01% +2,638 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,021 shares; 2024Q4: 29,224 shares; 2025Q1: 27,561 shares; 2025Q2: 24,067 shares 24,067 $5.72M 0.01% -3,494 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,000 shares; 2024Q4: 79,825 shares; 2025Q1: 35,461 shares; 2025Q2: 117,500 shares 117,500 $5.71M 0.01% +82,039 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,595 shares; 2025Q2: 177,790 shares 177,790 $5.71M 0.01% +27,195 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,775 shares; 2024Q4: 88,405 shares; 2025Q1: 77,972 shares; 2025Q2: 83,919 shares 83,919 $5.7M 0.01% +5,947 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,355 shares; 2024Q4: 92,223 shares; 2025Q1: 89,299 shares; 2025Q2: 87,490 shares 87,490 $5.69M 0.01% -1,809 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 5,100 shares; 2025Q1: 103,384 shares; 2025Q2: 110,684 shares 110,684 $5.69M 0.01% +7,300 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,802 shares; 2024Q4: 103,324 shares; 2025Q1: 107,761 shares; 2025Q2: 116,714 shares 116,714 $5.69M 0.01% +8,953 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,615 shares; 2024Q4: 69,520 shares; 2025Q1: 64,113 shares; 2025Q2: 54,803 shares 54,803 $5.68M 0.01% -9,310 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 40,471 shares; 2025Q1: 62,794 shares; 2025Q2: 134,328 shares 134,328 $5.68M 0.01% +71,534 Timeline IBDR 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: 153,926 shares; 2024Q4: 205,376 shares; 2025Q1: 236,411 shares; 2025Q2: 234,015 shares 234,015 $5.67M 0.01% -2,396 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,416 shares; 2024Q4: 60,604 shares; 2025Q1: 59,435 shares; 2025Q2: 51,621 shares 51,621 $5.66M 0.01% -7,814 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,451 shares; 2024Q4: 65,634 shares; 2025Q1: 49,335 shares; 2025Q2: 55,009 shares 55,009 $5.65M 0.01% +5,674 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,495 shares; 2024Q4: 48,451 shares; 2025Q1: 171,642 shares; 2025Q2: 169,845 shares 169,845 $5.63M 0.01% -1,797 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2025Q1: 102,130 shares; 2025Q2: 113,386 shares 113,386 $5.62M 0.01% +11,256 Timeline PWB 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: 18,070 shares; 2024Q4: 21,134 shares; 2025Q1: 25,908 shares; 2025Q2: 47,778 shares 47,778 $5.61M 0.01% +21,870 Timeline SPDV 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: 77,474 shares; 2024Q4: 103,463 shares; 2025Q1: 127,157 shares; 2025Q2: 172,879 shares 172,879 $5.61M 0.01% +45,722 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,270 shares; 2024Q4: 44,014 shares; 2025Q1: 39,307 shares; 2025Q2: 38,024 shares 38,024 $5.61M 0.01% -1,283 Timeline IAI 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: 41,541 shares; 2024Q4: 58,936 shares; 2025Q1: 37,651 shares; 2025Q2: 33,134 shares 33,134 $5.6M 0.01% -4,517 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,934 shares; 2024Q4: 100,421 shares; 2025Q1: 150,803 shares; 2025Q2: 173,960 shares 173,960 $5.59M 0.01% +23,157 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,949 shares; 2024Q4: 82,637 shares; 2025Q1: 88,233 shares; 2025Q2: 105,006 shares 105,006 $5.58M 0.01% +16,773 Timeline HSMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,394 shares; 2024Q4: 146,750 shares; 2025Q1: 147,218 shares; 2025Q2: 155,405 shares 155,405 $5.57M 0.01% +8,187 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,777 shares; 2024Q4: 41,298 shares; 2025Q1: 56,999 shares; 2025Q2: 69,925 shares 69,925 $5.57M 0.01% +12,926 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 14,431 shares; 2025Q1: 14,921 shares; 2025Q2: 13,665 shares 13,665 $5.56M 0.01% -1,256 HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,251 shares; 2024Q4: 52,380 shares; 2025Q1: 69,037 shares; 2025Q2: 74,893 shares 74,893 $5.53M 0.01% +5,856 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,066 shares; 2024Q4: 77,139 shares; 2025Q1: 46,044 shares; 2025Q2: 50,237 shares 50,237 $5.52M 0.01% +4,193 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,259 shares; 2024Q4: 88,134 shares; 2025Q1: 102,412 shares; 2025Q2: 139,779 shares 139,779 $5.52M 0.01% +37,367 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,864 shares; 2024Q4: 31,871 shares; 2025Q1: 42,666 shares; 2025Q2: 39,318 shares 39,318 $5.51M 0.01% -3,348 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,178 shares; 2024Q4: 49,866 shares; 2025Q1: 62,872 shares; 2025Q2: 98,148 shares 98,148 $5.5M 0.01% +35,276 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,990 shares; 2024Q4: 92,425 shares; 2025Q1: 113,765 shares; 2025Q2: 119,205 shares 119,205 $5.5M 0.01% +5,440 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,722 shares; 2024Q4: 334,089 shares; 2025Q1: 353,572 shares; 2025Q2: 367,863 shares 367,863 $5.48M 0.01% +14,291 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 12,048 shares; 2025Q1: 16,475 shares; 2025Q2: 19,722 shares 19,722 $5.45M 0.01% +3,247 Timeline IBDS 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: 107,318 shares; 2024Q4: 163,536 shares; 2025Q1: 214,316 shares; 2025Q2: 224,270 shares 224,270 $5.44M 0.01% +9,954 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,275 shares; 2024Q4: 144,331 shares; 2025Q1: 149,311 shares; 2025Q2: 150,407 shares 150,407 $5.44M 0.01% +1,096 Timeline TEQI 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: 102,025 shares; 2024Q4: 105,129 shares; 2025Q1: 116,468 shares; 2025Q2: 127,292 shares 127,292 $5.42M 0.01% +10,824 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,737 shares; 2024Q4: 19,379 shares; 2025Q1: 18,164 shares; 2025Q2: 22,287 shares 22,287 $5.41M 0.01% +4,123 Timeline IGF 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: 77,295 shares; 2024Q4: 76,870 shares; 2025Q1: 75,509 shares; 2025Q2: 91,356 shares 91,356 $5.41M 0.01% +15,847 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,017 shares; 2024Q4: 107,995 shares; 2025Q1: 71,163 shares; 2025Q2: 69,434 shares 69,434 $5.38M 0.01% -1,729 Timeline BBCA 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: 126,157 shares; 2024Q4: 122,456 shares; 2025Q1: 94,013 shares; 2025Q2: 66,647 shares 66,647 $5.38M 0.01% -27,366 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,789 shares; 2024Q4: 43,146 shares; 2025Q1: 56,418 shares; 2025Q2: 59,031 shares 59,031 $5.37M 0.01% +2,613 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,168 shares; 2024Q4: 202,230 shares; 2025Q1: 154,848 shares; 2025Q2: 158,637 shares 158,637 $5.37M 0.01% +3,789 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,302 shares; 2024Q4: 188,701 shares; 2025Q1: 223,039 shares; 2025Q2: 213,175 shares 213,175 $5.37M 0.01% -9,864 IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,743 shares; 2024Q4: 17,245 shares; 2025Q1: 15,917 shares; 2025Q2: 13,257 shares 13,257 $5.36M 0.01% -2,660 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,206 shares; 2024Q4: 56,960 shares; 2025Q1: 71,364 shares; 2025Q2: 89,722 shares 89,722 $5.36M 0.01% +18,358 Timeline NULV 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: 160,849 shares; 2024Q4: 152,980 shares; 2025Q1: 130,943 shares; 2025Q2: 127,675 shares 127,675 $5.35M 0.01% -3,268 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,747 shares; 2024Q4: 85,980 shares; 2025Q1: 165,286 shares; 2025Q2: 148,971 shares 148,971 $5.34M 0.01% -16,315 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 20,571 shares; 2025Q1: 23,450 shares; 2025Q2: 24,391 shares 24,391 $5.34M 0.01% +941 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,700 shares; 2024Q4: 115,960 shares; 2025Q1: 126,912 shares; 2025Q2: 142,165 shares 142,165 $5.33M 0.01% +15,253 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,324 shares; 2024Q4: 195,509 shares; 2025Q1: 190,226 shares; 2025Q2: 208,391 shares 208,391 $5.32M 0.01% +18,165 Timeline RSPF 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: 75,670 shares; 2024Q4: 71,325 shares; 2025Q1: 72,253 shares; 2025Q2: 69,733 shares 69,733 $5.31M 0.01% -2,520 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,188 shares; 2024Q4: 31,714 shares; 2025Q1: 29,805 shares; 2025Q2: 27,314 shares 27,314 $5.3M 0.01% -2,491 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,033 shares; 2024Q4: 71,058 shares; 2025Q1: 73,139 shares; 2025Q2: 78,840 shares 78,840 $5.29M 0.01% +5,701 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,317 shares; 2025Q1: 101,407 shares; 2025Q2: 105,395 shares 105,395 $5.29M 0.01% +3,988 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,287 shares; 2024Q4: 59,354 shares; 2025Q1: 62,074 shares; 2025Q2: 63,551 shares 63,551 $5.29M 0.01% +1,477 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,129 shares; 2024Q4: 44,076 shares; 2025Q1: 48,200 shares; 2025Q2: 78,510 shares 78,510 $5.28M 0.01% +30,310 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,991 shares; 2024Q4: 87,531 shares; 2025Q1: 90,061 shares; 2025Q2: 92,316 shares 92,316 $5.26M 0.01% +2,255 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,613 shares; 2024Q4: 18,799 shares; 2025Q1: 27,896 shares; 2025Q2: 34,097 shares 34,097 $5.25M 0.01% +6,201 Timeline IBDT 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: 84,771 shares; 2024Q4: 127,245 shares; 2025Q1: 188,628 shares; 2025Q2: 206,648 shares 206,648 $5.25M 0.01% +18,020 Timeline XAPR 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: 95,479 shares; 2024Q4: 135,313 shares; 2025Q1: 12,773 shares; 2025Q2: 149,167 shares 149,167 $5.23M 0.01% +136,394 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,635 shares; 2024Q4: 195,802 shares; 2025Q1: 116,501 shares; 2025Q2: 130,356 shares 130,356 $5.23M 0.01% +13,855 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,595 shares; 2024Q4: 155,418 shares; 2025Q1: 120,004 shares; 2025Q2: 115,861 shares 115,861 $5.18M 0.01% -4,143 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 21,292 shares; 2025Q1: 25,706 shares; 2025Q2: 22,003 shares 22,003 $5.18M 0.01% -3,703 Timeline WCMI 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: 87,161 shares; 2025Q2: 325,178 shares 325,178 $5.17M 0.01% +238,017 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,151 shares; 2024Q4: 16,453 shares; 2025Q1: 19,916 shares; 2025Q2: 19,648 shares 19,648 $5.16M 0.01% -268 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,040 shares; 2024Q4: 51,121 shares; 2025Q1: 57,710 shares; 2025Q2: 62,506 shares 62,506 $5.15M 0.01% +4,796 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,247 shares; 2024Q4: 133,252 shares; 2025Q1: 130,317 shares; 2025Q2: 126,153 shares 126,153 $5.15M 0.01% -4,164 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,150 shares; 2024Q4: 30,457 shares; 2025Q1: 111,991 shares; 2025Q2: 187,410 shares 187,410 $5.15M 0.01% +75,419 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,944 shares; 2024Q4: 63,427 shares; 2025Q1: 59,734 shares; 2025Q2: 47,688 shares 47,688 $5.14M 0.01% -12,046 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,824 shares; 2024Q4: 157,212 shares; 2025Q1: 158,607 shares; 2025Q2: 199,414 shares 199,414 $5.13M 0.01% +40,807 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 27,221 shares; 2025Q1: 35,991 shares; 2025Q2: 57,298 shares 57,298 $5.12M 0.01% +21,307 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 9,239 shares; 2025Q1: 10,575 shares; 2025Q2: 9,754 shares 9,754 $5.12M 0.01% -821 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,558 shares; 2024Q4: 39,900 shares; 2025Q1: 49,223 shares; 2025Q2: 43,840 shares 43,840 $5.12M 0.01% -5,383 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,414 shares; 2024Q4: 23,200 shares; 2025Q1: 31,919 shares; 2025Q2: 28,389 shares 28,389 $5.11M 0.01% -3,530 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,473 shares; 2024Q4: 21,019 shares; 2025Q1: 28,820 shares; 2025Q2: 28,924 shares 28,924 $5.09M 0.01% +104 Timeline VTWV 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: 28,288 shares; 2024Q4: 30,212 shares; 2025Q1: 36,160 shares; 2025Q2: 36,596 shares 36,596 $5.09M 0.01% +436 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,617 shares; 2024Q4: 51,277 shares; 2025Q1: 63,336 shares; 2025Q2: 126,099 shares 126,099 $5.09M 0.01% +62,763 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,328 shares; 2024Q4: 171,789 shares; 2025Q1: 175,170 shares; 2025Q2: 191,379 shares 191,379 $5.08M 0.01% +16,209 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,072 shares; 2024Q4: 27,120 shares; 2025Q1: 27,256 shares; 2025Q2: 27,711 shares 27,711 $5.08M 0.01% +455 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,933 shares; 2024Q4: 148,560 shares; 2025Q1: 155,432 shares; 2025Q2: 158,282 shares 158,282 $5.06M 0.01% +2,850 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 21,549 shares; 2025Q1: 43,091 shares; 2025Q2: 44,788 shares 44,788 $5.05M 0.01% +1,697 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,485 shares; 2024Q4: 62,019 shares; 2025Q1: 58,982 shares; 2025Q2: 62,078 shares 62,078 $5.05M 0.01% +3,096 Timeline IBTP 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: 24,774 shares; 2025Q1: 180,214 shares; 2025Q2: 196,400 shares 196,400 $5.05M 0.01% +16,186 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,938 shares; 2024Q4: 24,935 shares; 2025Q1: 17,993 shares; 2025Q2: 18,502 shares 18,502 $5.05M 0.01% +509 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,895 shares; 2024Q4: 43,034 shares; 2025Q1: 40,811 shares; 2025Q2: 68,633 shares 68,633 $5.04M 0.01% +27,822 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,548 shares; 2024Q4: 20,639 shares; 2025Q1: 24,729 shares; 2025Q2: 24,808 shares 24,808 $5.04M 0.01% +79 Timeline IBTK 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: 198,581 shares; 2024Q4: 204,565 shares; 2025Q1: 242,554 shares; 2025Q2: 253,494 shares 253,494 $5.03M 0.01% +10,940 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I 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: 137,607 shares 137,607 $4.99M 0.01% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,116 shares; 2024Q4: 282,898 shares; 2025Q1: 283,075 shares; 2025Q2: 284,319 shares 284,319 $4.98M 0.01% +1,244 Timeline ILCV 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: 55,748 shares; 2024Q4: 52,902 shares; 2025Q1: 55,255 shares; 2025Q2: 59,733 shares 59,733 $4.98M 0.01% +4,478 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,193 shares; 2024Q4: 32,840 shares; 2025Q1: 38,781 shares; 2025Q2: 41,875 shares 41,875 $4.98M 0.01% +3,094 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,590 shares; 2024Q4: 166,662 shares; 2025Q1: 178,462 shares; 2025Q2: 195,699 shares 195,699 $4.97M 0.01% +17,237 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,353 shares; 2024Q4: 81,528 shares; 2025Q1: 87,547 shares; 2025Q2: 96,244 shares 96,244 $4.97M 0.01% +8,697 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,375 shares; 2024Q4: 276,429 shares; 2025Q1: 225,260 shares; 2025Q2: 209,590 shares 209,590 $4.96M 0.01% -15,670 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,803 shares; 2024Q4: 279,306 shares; 2025Q1: 505,121 shares; 2025Q2: 610,585 shares 610,585 $4.96M 0.01% +105,464 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,781 shares; 2024Q4: 40,975 shares; 2025Q1: 32,515 shares; 2025Q2: 30,654 shares 30,654 $4.96M 0.01% -1,861 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,550 shares; 2024Q4: 129,673 shares; 2025Q1: 118,870 shares; 2025Q2: 118,503 shares 118,503 $4.94M 0.01% -367 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,356 shares; 2024Q4: 56,103 shares; 2025Q1: 61,564 shares; 2025Q2: 62,059 shares 62,059 $4.93M 0.01% +495 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,837 shares; 2024Q4: 56,764 shares; 2025Q1: 58,194 shares; 2025Q2: 52,344 shares 52,344 $4.92M 0.01% -5,850 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,796 shares; 2024Q4: 362,311 shares; 2025Q1: 381,847 shares; 2025Q2: 377,086 shares 377,086 $4.92M 0.01% -4,761 Timeline ILTB 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: 83,763 shares; 2024Q4: 95,006 shares; 2025Q1: 91,750 shares; 2025Q2: 99,482 shares 99,482 $4.92M 0.01% +7,732 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,910 shares; 2024Q4: 111,062 shares; 2025Q1: 132,570 shares; 2025Q2: 148,399 shares 148,399 $4.9M 0.01% +15,829 Timeline VTWG 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: 136,731 shares; 2024Q4: 21,407 shares; 2025Q1: 22,702 shares; 2025Q2: 23,439 shares 23,439 $4.89M 0.01% +737 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,944 shares; 2024Q4: 54,998 shares; 2025Q1: 130,352 shares; 2025Q2: 123,476 shares 123,476 $4.88M 0.01% -6,876 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,359 shares; 2024Q4: 73,268 shares; 2025Q1: 82,146 shares; 2025Q2: 84,773 shares 84,773 $4.88M 0.01% +2,627 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238,689 shares; 2024Q4: 1,238,520 shares; 2025Q1: 1,129,738 shares; 2025Q2: 1,148,280 shares 1,148,280 $4.88M 0.01% +18,542 Timeline JTEK 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: not reported; 2024Q4: not reported; 2025Q1: 50,996 shares; 2025Q2: 57,695 shares 57,695 $4.87M 0.01% +6,699 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,800 shares; 2024Q4: 52,509 shares; 2025Q1: 70,594 shares; 2025Q2: 65,138 shares 65,138 $4.86M 0.01% -5,456 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,362 shares; 2024Q4: 197,956 shares; 2025Q1: 204,522 shares; 2025Q2: 208,051 shares 208,051 $4.86M 0.01% +3,529 ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,996 shares; 2024Q4: 115,766 shares; 2025Q1: 127,479 shares; 2025Q2: 96,554 shares 96,554 $4.85M 0.01% -30,925 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,263 shares; 2024Q4: 54,334 shares; 2025Q1: 50,880 shares; 2025Q2: 48,046 shares 48,046 $4.85M 0.01% -2,834 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,524 shares; 2024Q4: 114,015 shares; 2025Q1: 114,317 shares; 2025Q2: 132,193 shares 132,193 $4.85M 0.01% +17,876 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,934 shares; 2024Q4: 120,068 shares; 2025Q1: 316,822 shares; 2025Q2: 189,931 shares 189,931 $4.84M 0.01% -126,891 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,736 shares; 2024Q4: 23,942 shares; 2025Q1: 28,699 shares; 2025Q2: 31,566 shares 31,566 $4.84M 0.01% +2,867 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,244 shares; 2024Q4: 63,322 shares; 2025Q1: 122,471 shares; 2025Q2: 161,789 shares 161,789 $4.83M 0.01% +39,318 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,121 shares; 2024Q4: 94,033 shares; 2025Q1: 93,026 shares; 2025Q2: 104,057 shares 104,057 $4.83M 0.01% +11,031 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,106 shares; 2024Q4: 65,881 shares; 2025Q1: 67,204 shares; 2025Q2: 73,695 shares 73,695 $4.83M 0.01% +6,491 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 17,819 shares; 2025Q1: 19,745 shares; 2025Q2: 23,708 shares 23,708 $4.82M 0.01% +3,963 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,491 shares; 2024Q4: 57,577 shares; 2025Q1: 66,536 shares; 2025Q2: 93,008 shares 93,008 $4.82M 0.01% +26,472 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,141 shares; 2024Q4: 203,112 shares; 2025Q1: 210,205 shares; 2025Q2: 206,997 shares 206,997 $4.81M 0.01% -3,208 IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,361 shares; 2024Q4: 270,287 shares; 2025Q1: 267,660 shares; 2025Q2: 272,052 shares 272,052 $4.81M 0.01% +4,392 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,177 shares; 2024Q4: 103,125 shares; 2025Q1: 125,496 shares; 2025Q2: 124,980 shares 124,980 $4.8M 0.01% -516 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,698 shares; 2024Q4: 38,518 shares; 2025Q1: 49,492 shares; 2025Q2: 53,958 shares 53,958 $4.79M 0.01% +4,466 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,358 shares; 2024Q4: 196,840 shares; 2025Q1: 208,579 shares; 2025Q2: 209,045 shares 209,045 $4.76M 0.01% +466 Timeline INMU 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: 48,191 shares; 2024Q4: 58,012 shares; 2025Q1: 96,197 shares; 2025Q2: 202,692 shares 202,692 $4.75M 0.01% +106,495 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,819 shares; 2024Q4: 130,787 shares; 2025Q1: 138,453 shares; 2025Q2: 142,904 shares 142,904 $4.73M 0.01% +4,451 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,787 shares; 2024Q4: 62,962 shares; 2025Q1: 64,940 shares; 2025Q2: 61,850 shares 61,850 $4.73M 0.01% -3,090 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 55,745 shares; 2025Q1: 55,872 shares; 2025Q2: 42,680 shares 42,680 $4.72M 0.01% -13,192 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 11,434 shares; 2025Q1: 11,772 shares; 2025Q2: 10,068 shares 10,068 $4.71M 0.01% -1,704 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 9,217 shares; 2025Q1: 9,714 shares; 2025Q2: 9,155 shares 9,155 $4.69M 0.01% -559 Timeline PWV 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: 36,549 shares; 2024Q4: 36,769 shares; 2025Q1: 36,944 shares; 2025Q2: 75,311 shares 75,311 $4.68M 0.01% +38,367 Timeline YDEC 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: 158,508 shares; 2024Q4: 163,712 shares; 2025Q1: 195,212 shares; 2025Q2: 186,119 shares 186,119 $4.66M 0.01% -9,093 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,532 shares; 2024Q4: 105,551 shares; 2025Q1: 117,157 shares; 2025Q2: 120,008 shares 120,008 $4.63M 0.01% +2,851 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,408 shares; 2024Q4: 71,818 shares; 2025Q1: 76,650 shares; 2025Q2: 79,411 shares 79,411 $4.63M 0.01% +2,761 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,608 shares; 2024Q4: 79,920 shares; 2025Q1: 79,017 shares; 2025Q2: 73,928 shares 73,928 $4.63M 0.01% -5,089 Timeline HYHG PROSHARES TR More: the full row for PROSHARES 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: 68,512 shares; 2025Q2: 71,386 shares 71,386 $4.63M 0.01% +2,874 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,239 shares; 2024Q4: 195,444 shares; 2025Q1: 178,911 shares; 2025Q2: 171,133 shares 171,133 $4.61M 0.01% -7,778 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 18,159 shares; 2025Q1: 21,421 shares; 2025Q2: 22,235 shares 22,235 $4.61M 0.01% +814 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 12,012 shares; 2025Q1: 13,024 shares; 2025Q2: 13,096 shares 13,096 $4.6M 0.01% +72 ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,070 shares; 2024Q4: 25,372 shares; 2025Q1: 26,969 shares; 2025Q2: 28,289 shares 28,289 $4.59M 0.01% +1,320 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,655 shares; 2024Q4: 44,075 shares; 2025Q1: 47,027 shares; 2025Q2: 48,282 shares 48,282 $4.59M 0.01% +1,255 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,954 shares; 2024Q4: 24,139 shares; 2025Q1: 28,284 shares; 2025Q2: 29,712 shares 29,712 $4.58M 0.01% +1,428 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,350 shares; 2024Q4: 78,830 shares; 2025Q1: 96,702 shares; 2025Q2: 97,860 shares 97,860 $4.58M 0.01% +1,158 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,608 shares; 2024Q4: 177,353 shares; 2025Q1: 168,646 shares; 2025Q2: 188,236 shares 188,236 $4.57M 0.01% +19,590 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,470 shares; 2024Q4: 103,381 shares; 2025Q1: 130,553 shares; 2025Q2: 134,762 shares 134,762 $4.57M 0.01% +4,209 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,719 shares; 2024Q4: 56,253 shares; 2025Q1: 56,420 shares; 2025Q2: 61,960 shares 61,960 $4.55M 0.01% +5,540 Timeline IVLU 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: 178,653 shares; 2024Q4: 139,096 shares; 2025Q1: 137,192 shares; 2025Q2: 138,344 shares 138,344 $4.55M 0.01% +1,152 Timeline QVML 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: 138,534 shares; 2024Q4: 128,440 shares; 2025Q1: 126,856 shares; 2025Q2: 124,190 shares 124,190 $4.55M 0.01% -2,666 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,699 shares; 2024Q4: 145,405 shares; 2025Q1: 154,608 shares; 2025Q2: 192,814 shares 192,814 $4.54M 0.01% +38,206 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 22,482 shares; 2025Q1: 24,334 shares; 2025Q2: 26,348 shares 26,348 $4.54M 0.01% +2,014 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,483 shares; 2024Q4: 83,039 shares; 2025Q1: 112,945 shares; 2025Q2: 118,268 shares 118,268 $4.53M 0.01% +5,323 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,006 shares; 2024Q4: 311,584 shares; 2025Q1: 306,353 shares; 2025Q2: 323,081 shares 323,081 $4.51M 0.01% +16,728 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,548 shares; 2024Q4: 175,008 shares; 2025Q1: 188,764 shares; 2025Q2: 194,243 shares 194,243 $4.51M 0.01% +5,479 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,905 shares; 2025Q1: 80,039 shares; 2025Q2: 97,591 shares 97,591 $4.5M 0.01% +17,552 Timeline GTIP 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: 70,880 shares; 2024Q4: 82,054 shares; 2025Q1: 87,106 shares; 2025Q2: 90,904 shares 90,904 $4.5M 0.01% +3,798 Timeline SCHH 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: 201,022 shares; 2024Q4: 206,170 shares; 2025Q1: 202,202 shares; 2025Q2: 212,355 shares 212,355 $4.49M 0.01% +10,153 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,584 shares; 2025Q1: 15,420 shares; 2025Q2: 141,229 shares 141,229 $4.49M 0.01% +125,809 Timeline IYC 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: 13,794 shares; 2024Q4: 13,713 shares; 2025Q1: 13,551 shares; 2025Q2: 44,848 shares 44,848 $4.47M 0.01% +31,297 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,469 shares; 2024Q4: 51,409 shares; 2025Q1: 43,424 shares; 2025Q2: 60,924 shares 60,924 $4.46M 0.01% +17,500 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,686 shares; 2024Q4: 430,249 shares; 2025Q1: 192,823 shares; 2025Q2: 227,043 shares 227,043 $4.46M 0.01% +34,220 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,193 shares; 2024Q4: 137,629 shares; 2025Q1: 168,533 shares; 2025Q2: 160,640 shares 160,640 $4.46M 0.01% -7,893 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,254 shares; 2024Q4: 173,170 shares; 2025Q1: 185,648 shares; 2025Q2: 200,422 shares 200,422 $4.46M 0.01% +14,774 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,561 shares; 2024Q4: 43,023 shares; 2025Q1: 43,293 shares; 2025Q2: 41,815 shares 41,815 $4.45M 0.01% -1,478 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,617 shares; 2024Q4: 40,020 shares; 2025Q1: 41,819 shares; 2025Q2: 41,825 shares 41,825 $4.44M 0.01% +6 Timeline DSTL 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: 127,592 shares; 2024Q4: 124,342 shares; 2025Q1: 97,347 shares; 2025Q2: 80,091 shares 80,091 $4.43M 0.01% -17,256 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2025Q1: 109,259 shares; 2025Q2: 114,176 shares 114,176 $4.43M 0.01% +4,917 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 44,996 shares; 2025Q1: 50,750 shares; 2025Q2: 42,560 shares 42,560 $4.43M 0.01% -8,190 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,570 shares; 2024Q4: 56,438 shares; 2025Q1: 58,082 shares; 2025Q2: 65,890 shares 65,890 $4.4M 0.01% +7,808 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,679 shares 56,679 $4.4M 0.01% new Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,507 shares; 2025Q2: 87,284 shares 87,284 $4.39M 0.01% +72,777 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,702 shares; 2024Q4: 435,875 shares; 2025Q1: 407,829 shares; 2025Q2: 383,165 shares 383,165 $4.39M 0.01% -24,664 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,795 shares; 2024Q4: 66,536 shares; 2025Q1: 66,249 shares; 2025Q2: 63,677 shares 63,677 $4.39M 0.01% -2,572 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,446 shares; 2024Q4: 205,919 shares; 2025Q1: 222,327 shares; 2025Q2: 284,872 shares 284,872 $4.38M 0.01% +62,545 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,688 shares; 2024Q4: 110,956 shares; 2025Q1: 117,072 shares; 2025Q2: 127,204 shares 127,204 $4.37M 0.01% +10,132 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,502 shares; 2025Q2: 55,854 shares 55,854 $4.37M 0.01% +352 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,395 shares; 2024Q4: 36,280 shares; 2025Q1: 43,878 shares; 2025Q2: 39,391 shares 39,391 $4.37M 0.01% -4,487 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,452 shares; 2024Q4: 405,978 shares; 2025Q1: 382,158 shares; 2025Q2: 326,007 shares 326,007 $4.36M 0.01% -56,151 Timeline SPIP 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: 77,146 shares; 2024Q4: 77,644 shares; 2025Q1: 79,673 shares; 2025Q2: 166,920 shares 166,920 $4.35M 0.01% +87,247 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,311 shares; 2024Q4: 389,970 shares; 2025Q1: 411,582 shares; 2025Q2: 390,385 shares 390,385 $4.34M 0.01% -21,197 Timeline XTL 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: 37,625 shares; 2024Q4: 35,713 shares; 2025Q1: 35,886 shares; 2025Q2: 36,984 shares 36,984 $4.34M 0.01% +1,098 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,566 shares; 2024Q4: 93,911 shares; 2025Q1: 94,831 shares; 2025Q2: 52,626 shares 52,626 $4.32M 0.01% -42,205 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,552 shares; 2024Q4: 36,938 shares; 2025Q1: 43,442 shares; 2025Q2: 40,062 shares 40,062 $4.32M 0.01% -3,380 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,331 shares; 2024Q4: 106,398 shares; 2025Q1: 122,303 shares; 2025Q2: 133,100 shares 133,100 $4.32M 0.01% +10,797 Timeline QGRW 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: 57,113 shares; 2024Q4: 63,548 shares; 2025Q1: 63,304 shares; 2025Q2: 81,936 shares 81,936 $4.31M 0.01% +18,632 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,966 shares; 2024Q4: 64,197 shares; 2025Q1: 92,945 shares; 2025Q2: 102,992 shares 102,992 $4.3M 0.01% +10,047 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,217 shares; 2024Q4: 249,724 shares; 2025Q1: 174,189 shares; 2025Q2: 141,860 shares 141,860 $4.29M 0.01% -32,329 Timeline RTH 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: 15,164 shares; 2024Q4: 17,145 shares; 2025Q1: 19,076 shares; 2025Q2: 17,951 shares 17,951 $4.28M 0.01% -1,125 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,937 shares; 2024Q4: 18,399 shares; 2025Q1: 23,006 shares; 2025Q2: 23,841 shares 23,841 $4.28M 0.01% +835 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,440 shares; 2024Q4: 16,131 shares; 2025Q1: 15,568 shares; 2025Q2: 16,509 shares 16,509 $4.28M 0.01% +941 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,922 shares; 2024Q4: 51,695 shares; 2025Q1: 62,856 shares; 2025Q2: 64,370 shares 64,370 $4.28M 0.01% +1,514 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,352 shares; 2024Q4: 68,919 shares; 2025Q1: 64,268 shares; 2025Q2: 83,790 shares 83,790 $4.27M 0.01% +19,522 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 11,956 shares; 2025Q1: 37,495 shares; 2025Q2: 46,151 shares 46,151 $4.27M 0.01% +8,656 Timeline FDEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,663 shares 152,663 $4.27M 0.01% new Timeline DEUS 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: not reported; 2024Q4: not reported; 2025Q1: 68,904 shares; 2025Q2: 75,909 shares 75,909 $4.27M 0.01% +7,005 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,388 shares; 2024Q4: 223,091 shares; 2025Q1: 255,021 shares; 2025Q2: 269,657 shares 269,657 $4.26M 0.01% +14,636 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,534 shares; 2024Q4: 221,322 shares; 2025Q1: 255,579 shares; 2025Q2: 282,078 shares 282,078 $4.26M 0.01% +26,499 Timeline APCB 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: 123,650 shares; 2025Q2: 143,741 shares 143,741 $4.26M 0.01% +20,091 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,327 shares; 2024Q4: 50,485 shares; 2025Q1: 77,626 shares; 2025Q2: 50,566 shares 50,566 $4.26M 0.01% -27,060 Timeline XUDV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,417 shares 166,417 $4.25M 0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 19,764 shares; 2025Q1: 28,986 shares; 2025Q2: 28,488 shares 28,488 $4.24M 0.01% -498 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,907 shares 202,907 $4.22M 0.01% new Timeline BUFT 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: 183,846 shares; 2024Q4: 184,774 shares; 2025Q1: 183,644 shares; 2025Q2: 179,290 shares 179,290 $4.22M 0.01% -4,354 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,490 shares; 2024Q4: 285,927 shares; 2025Q1: 287,574 shares; 2025Q2: 292,396 shares 292,396 $4.22M 0.01% +4,822 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,167 shares; 2024Q4: 97,143 shares; 2025Q1: 122,891 shares; 2025Q2: 123,498 shares 123,498 $4.22M 0.01% +607 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,854 shares; 2024Q4: 46,797 shares; 2025Q1: 42,700 shares; 2025Q2: 42,621 shares 42,621 $4.22M 0.01% -79 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,915 shares; 2024Q4: 66,403 shares; 2025Q1: 90,349 shares; 2025Q2: 106,546 shares 106,546 $4.22M 0.01% +16,197 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,078 shares; 2024Q4: 51,419 shares; 2025Q1: 36,888 shares; 2025Q2: 43,762 shares 43,762 $4.2M 0.01% +6,874 Timeline IDU 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: 29,051 shares; 2024Q4: 64,802 shares; 2025Q1: 33,990 shares; 2025Q2: 40,104 shares 40,104 $4.19M 0.01% +6,114 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,459 shares; 2024Q4: 41,661 shares; 2025Q1: 49,868 shares; 2025Q2: 64,953 shares 64,953 $4.19M 0.01% +15,085 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,547 shares; 2024Q4: 86,181 shares; 2025Q1: 144,349 shares; 2025Q2: 157,638 shares 157,638 $4.18M 0.01% +13,289 Timeline AGGY 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: 55,810 shares; 2024Q4: 61,837 shares; 2025Q1: 105,878 shares; 2025Q2: 95,641 shares 95,641 $4.17M 0.01% -10,237 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,230 shares; 2024Q4: 60,227 shares; 2025Q1: 56,500 shares; 2025Q2: 61,129 shares 61,129 $4.16M 0.01% +4,629 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,171 shares; 2024Q4: 34,486 shares; 2025Q1: 43,415 shares; 2025Q2: 36,508 shares 36,508 $4.15M 0.01% -6,907 Timeline APIE 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: 110,415 shares; 2025Q2: 124,543 shares 124,543 $4.15M 0.01% +14,128 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,574 shares; 2024Q4: 207,298 shares; 2025Q1: 239,959 shares; 2025Q2: 232,855 shares 232,855 $4.08M 0.01% -7,104 Timeline LCTD 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: 66,945 shares; 2024Q4: 69,060 shares; 2025Q1: 77,508 shares; 2025Q2: 80,148 shares 80,148 $4.08M 0.01% +2,640 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,551 shares; 2024Q4: 191,088 shares; 2025Q1: 188,179 shares; 2025Q2: 186,597 shares 186,597 $4.07M 0.01% -1,582 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,497 shares; 2024Q4: 28,561 shares; 2025Q1: 97,338 shares; 2025Q2: 98,973 shares 98,973 $4.07M 0.01% +1,635 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,575 shares; 2024Q4: 208,035 shares; 2025Q1: 310,924 shares; 2025Q2: 374,059 shares 374,059 $4.06M 0.01% +63,135 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,709 shares; 2024Q4: 19,643 shares; 2025Q1: 25,290 shares; 2025Q2: 29,254 shares 29,254 $4.05M 0.01% +3,964 MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,898 shares; 2024Q4: 77,278 shares; 2025Q1: 130,075 shares; 2025Q2: 46,637 shares 46,637 $4.05M 0.01% -83,438 Timeline DWM 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: 45,320 shares; 2024Q4: 47,716 shares; 2025Q1: 48,842 shares; 2025Q2: 63,652 shares 63,652 $4.05M 0.01% +14,810 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,910 shares; 2024Q4: 22,710 shares; 2025Q1: 20,537 shares; 2025Q2: 23,972 shares 23,972 $4.04M 0.01% +3,435 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,387 shares; 2024Q4: 53,248 shares; 2025Q1: 64,995 shares; 2025Q2: 91,295 shares 91,295 $4.04M 0.01% +26,300 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,425 shares; 2024Q4: 52,869 shares; 2025Q1: 55,281 shares; 2025Q2: 73,088 shares 73,088 $4.04M 0.01% +17,807 Timeline BSCY 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: not reported; 2024Q4: 116,662 shares; 2025Q1: 175,389 shares; 2025Q2: 193,928 shares 193,928 $4.02M 0.01% +18,539 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,027 shares; 2024Q4: 50,329 shares; 2025Q1: 48,099 shares; 2025Q2: 51,606 shares 51,606 $4.02M 0.01% +3,507 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 22,927 shares; 2025Q1: 25,437 shares; 2025Q2: 24,274 shares 24,274 $4.02M 0.01% -1,163 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,727 shares; 2024Q4: 57,493 shares; 2025Q1: 74,660 shares; 2025Q2: 64,634 shares 64,634 $4.02M 0.01% -10,026 Timeline PXE 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: 14,809 shares; 2024Q4: 95,865 shares; 2025Q1: 129,717 shares; 2025Q2: 143,548 shares 143,548 $4.02M 0.01% +13,831 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,937 shares; 2024Q4: 45,784 shares; 2025Q1: 36,592 shares; 2025Q2: 39,809 shares 39,809 $4.01M 0.01% +3,217 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 10,628 shares; 2025Q1: 8,114 shares; 2025Q2: 6,954 shares 6,954 $4.01M 0.01% -1,160 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,975 shares; 2024Q4: 23,560 shares; 2025Q1: 33,418 shares; 2025Q2: 27,999 shares 27,999 $4.01M 0.01% -5,419 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 8,036 shares; 2025Q1: 8,625 shares; 2025Q2: 8,260 shares 8,260 $4M 0.01% -365 Timeline IBTH 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: 145,694 shares; 2024Q4: 177,667 shares; 2025Q1: 185,105 shares; 2025Q2: 177,646 shares 177,646 $4M 0.01% -7,459 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,107 shares; 2025Q2: 64,683 shares 64,683 $3.99M 0.01% +576 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 9,716 shares; 2025Q1: 9,120 shares; 2025Q2: 8,962 shares 8,962 $3.99M 0.01% -158 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,207 shares; 2024Q4: 298,885 shares; 2025Q1: 297,613 shares; 2025Q2: 296,938 shares 296,938 $3.98M 0.01% -675 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 4,148 shares; 2025Q1: 4,330 shares; 2025Q2: 12,654 shares 12,654 $3.98M 0.01% +8,324 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,398 shares; 2024Q4: 131,324 shares; 2025Q1: 85,504 shares; 2025Q2: 82,396 shares 82,396 $3.98M 0.01% -3,108 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,999 shares; 2024Q4: 21,218 shares; 2025Q1: 23,660 shares; 2025Q2: 24,837 shares 24,837 $3.95M 0.01% +1,177 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,262 shares; 2024Q4: 48,454 shares; 2025Q1: 55,174 shares; 2025Q2: 55,233 shares 55,233 $3.93M 0.01% +59 Timeline NUMG 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: 90,256 shares; 2024Q4: 87,250 shares; 2025Q1: 98,138 shares; 2025Q2: 81,032 shares 81,032 $3.93M 0.01% -17,106 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,063 shares; 2024Q4: 147,830 shares; 2025Q1: 144,718 shares; 2025Q2: 136,057 shares 136,057 $3.93M 0.01% -8,661 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,540 shares; 2024Q4: 97,749 shares; 2025Q1: 104,222 shares; 2025Q2: 105,941 shares 105,941 $3.92M 0.01% +1,719 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,388 shares; 2024Q4: 42,118 shares; 2025Q1: 123,455 shares; 2025Q2: 117,720 shares 117,720 $3.92M 0.01% -5,735 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,165 shares; 2024Q4: 98,631 shares; 2025Q1: 193,029 shares; 2025Q2: 180,264 shares 180,264 $3.91M 0.01% -12,765 Timeline PSTP 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: 86,359 shares; 2024Q4: 101,653 shares; 2025Q1: 105,712 shares; 2025Q2: 117,029 shares 117,029 $3.91M 0.01% +11,317 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,054 shares; 2024Q4: 55,684 shares; 2025Q1: 94,413 shares; 2025Q2: 96,774 shares 96,774 $3.9M 0.01% +2,361 Timeline MLRG 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: 49,145 shares; 2024Q4: 48,009 shares; 2025Q1: 43,944 shares; 2025Q2: 45,275 shares 45,275 $3.88M 0.01% +1,331 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,696 shares; 2024Q4: 62,831 shares; 2025Q1: 63,696 shares; 2025Q2: 87,503 shares 87,503 $3.88M 0.01% +23,807 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 12,032 shares; 2025Q1: 12,014 shares; 2025Q2: 12,337 shares 12,337 $3.87M 0.01% +323 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,824 shares; 2024Q4: 87,752 shares; 2025Q1: 79,040 shares; 2025Q2: 91,850 shares 91,850 $3.87M 0.01% +12,810 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,974 shares; 2024Q4: 54,316 shares; 2025Q1: 49,388 shares; 2025Q2: 48,821 shares 48,821 $3.87M 0.01% -567 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,019 shares; 2024Q4: 66,301 shares; 2025Q1: 88,028 shares; 2025Q2: 82,097 shares 82,097 $3.87M 0.01% -5,931 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,494 shares; 2024Q4: 33,544 shares; 2025Q1: 36,267 shares; 2025Q2: 32,770 shares 32,770 $3.87M 0.01% -3,497 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,169 shares; 2024Q4: 173,809 shares; 2025Q1: 155,329 shares; 2025Q2: 159,684 shares 159,684 $3.87M 0.01% +4,355 Timeline IYZ 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: 19,045 shares; 2024Q4: 157,370 shares; 2025Q1: 23,782 shares; 2025Q2: 129,576 shares 129,576 $3.86M 0.01% +105,794 Timeline EEMA 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: 9,983 shares; 2024Q4: 9,408 shares; 2025Q1: 8,329 shares; 2025Q2: 46,682 shares 46,682 $3.85M 0.01% +38,353 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 7,929 shares; 2025Q1: 8,432 shares; 2025Q2: 8,710 shares 8,710 $3.85M 0.01% +278 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,353 shares; 2024Q4: 24,643 shares; 2025Q1: 63,263 shares; 2025Q2: 68,540 shares 68,540 $3.84M 0.01% +5,277 Timeline DSEP 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: 61,953 shares; 2024Q4: 87,826 shares; 2025Q1: 94,107 shares; 2025Q2: 90,567 shares 90,567 $3.84M 0.01% -3,540 Timeline PSP 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: 86,383 shares; 2024Q4: 80,251 shares; 2025Q1: 56,254 shares; 2025Q2: 55,699 shares 55,699 $3.83M 0.01% -555 Timeline EMHY 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: 65,109 shares; 2024Q4: 82,933 shares; 2025Q1: 111,921 shares; 2025Q2: 98,380 shares 98,380 $3.83M 0.01% -13,541 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,604 shares; 2024Q4: 296,386 shares; 2025Q1: 286,995 shares; 2025Q2: 302,009 shares 302,009 $3.83M 0.01% +15,014 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,353 shares; 2024Q4: 92,181 shares; 2025Q1: 101,766 shares; 2025Q2: 103,992 shares 103,992 $3.82M 0.01% +2,226 Timeline CRAK 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: 16,448 shares; 2024Q4: 88,438 shares; 2025Q1: 99,220 shares; 2025Q2: 116,408 shares 116,408 $3.82M 0.01% +17,188 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,191 shares; 2024Q4: 153,037 shares; 2025Q1: 159,567 shares; 2025Q2: 163,056 shares 163,056 $3.81M 0.01% +3,489 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 13,977 shares; 2025Q1: 13,284 shares; 2025Q2: 14,622 shares 14,622 $3.81M 0.01% +1,338 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,677 shares; 2024Q4: 161,483 shares; 2025Q1: 159,226 shares; 2025Q2: 190,924 shares 190,924 $3.8M 0.01% +31,698 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 14,316 shares; 2025Q1: 19,424 shares; 2025Q2: 18,051 shares 18,051 $3.79M 0.01% -1,373 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,235 shares; 2024Q4: 452,375 shares; 2025Q1: 462,470 shares; 2025Q2: 470,523 shares 470,523 $3.77M 0.01% +8,053 Timeline CORP 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: 43,239 shares; 2024Q4: 45,876 shares; 2025Q1: 42,815 shares; 2025Q2: 38,722 shares 38,722 $3.77M 0.01% -4,093 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,685 shares; 2024Q4: 30,887 shares; 2025Q1: 34,183 shares; 2025Q2: 35,811 shares 35,811 $3.77M 0.01% +1,628 Timeline IEV 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: 29,253 shares; 2024Q4: 27,794 shares; 2025Q1: 27,714 shares; 2025Q2: 59,531 shares 59,531 $3.77M 0.01% +31,817 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,267 shares; 2024Q4: 14,384 shares; 2025Q1: 15,201 shares; 2025Q2: 16,282 shares 16,282 $3.76M 0.01% +1,081 Timeline IYG 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: 25,775 shares; 2024Q4: 45,105 shares; 2025Q1: 45,419 shares; 2025Q2: 43,951 shares 43,951 $3.76M 0.01% -1,468 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,633 shares; 2024Q4: 144,009 shares; 2025Q1: 165,042 shares; 2025Q2: 153,755 shares 153,755 $3.76M 0.01% -11,287 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,747 shares; 2024Q4: 253,621 shares; 2025Q1: 290,936 shares; 2025Q2: 128,377 shares 128,377 $3.75M 0.01% -162,559 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,917 shares; 2024Q4: 48,865 shares; 2025Q1: 46,697 shares; 2025Q2: 38,837 shares 38,837 $3.75M 0.01% -7,860 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2025Q1: 40,873 shares; 2025Q2: 140,950 shares 140,950 $3.75M 0.01% +100,077 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 13,639 shares; 2025Q1: 27,846 shares; 2025Q2: 27,099 shares 27,099 $3.74M 0.01% -747 Timeline HSCZ 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: 81,945 shares; 2024Q4: 88,959 shares; 2025Q1: 94,351 shares; 2025Q2: 105,079 shares 105,079 $3.74M 0.01% +10,728 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,493 shares; 2024Q4: 163,073 shares; 2025Q1: 156,662 shares; 2025Q2: 152,778 shares 152,778 $3.74M 0.01% -3,884 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,750 shares; 2024Q4: 181,299 shares; 2025Q1: 194,723 shares; 2025Q2: 192,203 shares 192,203 $3.73M 0.01% -2,520 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,132 shares; 2024Q4: 174,784 shares; 2025Q1: 209,555 shares; 2025Q2: 241,286 shares 241,286 $3.73M 0.01% +31,731 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,991 shares; 2024Q4: 19,552 shares; 2025Q1: 20,885 shares; 2025Q2: 20,692 shares 20,692 $3.73M 0.01% -193 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,540 shares; 2024Q4: 43,085 shares; 2025Q1: 43,707 shares; 2025Q2: 42,405 shares 42,405 $3.73M 0.01% -1,302 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,698 shares; 2024Q4: 11,844 shares; 2025Q1: 13,212 shares; 2025Q2: 12,614 shares 12,614 $3.72M 0.01% -598 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,727 shares; 2024Q4: 29,081 shares; 2025Q1: 59,660 shares; 2025Q2: 72,589 shares 72,589 $3.71M 0.01% +12,929 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,323 shares; 2024Q4: 390,560 shares; 2025Q1: 418,477 shares; 2025Q2: 448,622 shares 448,622 $3.71M 0.01% +30,145 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,052 shares; 2024Q4: 50,710 shares; 2025Q1: 60,692 shares; 2025Q2: 66,307 shares 66,307 $3.71M 0.01% +5,615 Timeline RUSC 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: 133,930 shares 133,930 $3.69M 0.01% new Timeline IWX 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: 440,282 shares; 2024Q4: 67,686 shares; 2025Q1: 344,708 shares; 2025Q2: 43,862 shares 43,862 $3.69M 0.01% -300,846 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,023 shares; 2024Q4: 8,658 shares; 2025Q1: 8,401 shares; 2025Q2: 9,007 shares 9,007 $3.68M 0.01% +606 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 2,418 shares; 2025Q1: 6,455 shares; 2025Q2: 11,677 shares 11,677 $3.67M 0.01% +5,222 Timeline SHE 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: 32,987 shares; 2024Q4: 31,300 shares; 2025Q1: 29,385 shares; 2025Q2: 29,387 shares 29,387 $3.67M 0.01% +2 Timeline IWL 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: 34,555 shares; 2024Q4: 41,045 shares; 2025Q1: 50,694 shares; 2025Q2: 23,912 shares 23,912 $3.66M 0.01% -26,782 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC 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: 31,314 shares; 2025Q2: 80,307 shares 80,307 $3.66M 0.01% +48,993 Timeline IJUL 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: 76,301 shares; 2024Q4: 76,990 shares; 2025Q1: 119,646 shares; 2025Q2: 114,523 shares 114,523 $3.66M 0.01% -5,123 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,096 shares; 2024Q4: 38,380 shares; 2025Q1: 33,958 shares; 2025Q2: 32,020 shares 32,020 $3.65M 0.01% -1,938 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 15,108 shares; 2025Q1: 20,041 shares; 2025Q2: 19,572 shares 19,572 $3.65M 0.01% -469 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,276 shares; 2024Q4: 75,706 shares; 2025Q1: 85,775 shares; 2025Q2: 82,155 shares 82,155 $3.65M 0.01% -3,620 Timeline ARTY 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: 24,520 shares; 2024Q4: 39,809 shares; 2025Q1: 89,321 shares; 2025Q2: 88,977 shares 88,977 $3.65M 0.01% -344 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,428 shares; 2024Q4: 321,708 shares; 2025Q1: 329,795 shares; 2025Q2: 351,167 shares 351,167 $3.64M 0.01% +21,372 Timeline IMCV 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: 21,346 shares; 2024Q4: 21,746 shares; 2025Q1: 22,155 shares; 2025Q2: 47,852 shares 47,852 $3.64M 0.01% +25,697 Timeline DGRE 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: 112,373 shares; 2024Q4: 126,706 shares; 2025Q1: 110,575 shares; 2025Q2: 131,837 shares 131,837 $3.63M 0.01% +21,262 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,235 shares; 2024Q4: 26,809 shares; 2025Q1: 24,940 shares; 2025Q2: 27,990 shares 27,990 $3.62M 0.01% +3,050 Timeline SLNZ TCW ETF TRUST More: the full row for TCW 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: 66,511 shares; 2025Q1: 77,616 shares; 2025Q2: 76,990 shares 76,990 $3.62M 0.01% -626 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,964 shares; 2024Q4: 35,801 shares; 2025Q1: 30,766 shares; 2025Q2: 52,199 shares 52,199 $3.61M 0.01% +21,433 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,069 shares; 2024Q4: 18,583 shares; 2025Q1: 22,123 shares; 2025Q2: 18,247 shares 18,247 $3.6M 0.01% -3,876 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,691 shares; 2024Q4: 21,403 shares; 2025Q1: 32,435 shares; 2025Q2: 40,351 shares 40,351 $3.6M 0.01% +7,916 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,486 shares; 2024Q4: 132,903 shares; 2025Q1: 177,641 shares; 2025Q2: 167,241 shares 167,241 $3.6M 0.01% -10,400 Timeline IFLN 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: 116,416 shares; 2024Q4: 150,090 shares; 2025Q1: 170,058 shares; 2025Q2: 194,649 shares 194,649 $3.59M 0.01% +24,591 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,849 shares; 2024Q4: 61,331 shares; 2025Q1: 62,343 shares; 2025Q2: 69,757 shares 69,757 $3.59M 0.01% +7,414 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,564 shares; 2024Q4: 67,081 shares; 2025Q1: 69,090 shares; 2025Q2: 64,011 shares 64,011 $3.59M 0.01% -5,079 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,464 shares; 2024Q4: 129,350 shares; 2025Q1: 210,703 shares; 2025Q2: 250,323 shares 250,323 $3.59M 0.01% +39,620 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,333 shares; 2024Q4: 155,454 shares; 2025Q1: 178,470 shares; 2025Q2: 175,126 shares 175,126 $3.58M 0.01% -3,344 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,163 shares; 2025Q1: 51,559 shares; 2025Q2: 82,810 shares 82,810 $3.58M 0.01% +31,251 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,595 shares; 2024Q4: 277,531 shares; 2025Q1: 287,605 shares; 2025Q2: 316,187 shares 316,187 $3.57M 0.01% +28,582 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,718 shares; 2024Q4: 59,110 shares; 2025Q1: 76,529 shares; 2025Q2: 51,907 shares 51,907 $3.57M 0.01% -24,622 Timeline ESML 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: 64,747 shares; 2024Q4: 71,576 shares; 2025Q1: 80,804 shares; 2025Q2: 86,248 shares 86,248 $3.56M 0.01% +5,444 Timeline DTH 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: 70,459 shares; 2024Q4: 74,062 shares; 2025Q1: 73,847 shares; 2025Q2: 76,863 shares 76,863 $3.56M 0.01% +3,016 Timeline EWY 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: not reported; 2024Q4: 8,283 shares; 2025Q1: 8,895 shares; 2025Q2: 49,582 shares 49,582 $3.56M 0.01% +40,687 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,131 shares; 2024Q4: 200,010 shares; 2025Q1: 190,934 shares; 2025Q2: 193,994 shares 193,994 $3.55M 0.01% +3,060 Timeline HYBB 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: 26,941 shares; 2024Q4: 29,281 shares; 2025Q1: 82,167 shares; 2025Q2: 75,508 shares 75,508 $3.55M 0.01% -6,659 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,666 shares; 2024Q4: 50,603 shares; 2025Q1: 43,357 shares; 2025Q2: 40,395 shares 40,395 $3.55M 0.01% -2,962 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,840 shares; 2024Q4: 54,264 shares; 2025Q1: 49,321 shares; 2025Q2: 47,769 shares 47,769 $3.55M 0.01% -1,552 Timeline FTXN 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: 101,664 shares; 2024Q4: 133,693 shares; 2025Q1: 122,118 shares; 2025Q2: 130,120 shares 130,120 $3.54M 0.01% +8,002 Timeline XSVM 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: 99,738 shares; 2024Q4: 103,503 shares; 2025Q1: 73,391 shares; 2025Q2: 68,059 shares 68,059 $3.54M 0.01% -5,332 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,097 shares; 2024Q4: 45,655 shares; 2025Q1: 47,689 shares; 2025Q2: 52,433 shares 52,433 $3.54M 0.01% +4,744 Timeline IWC 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: 30,880 shares; 2024Q4: 35,323 shares; 2025Q1: 29,105 shares; 2025Q2: 27,649 shares 27,649 $3.53M 0.01% -1,456 Timeline AFGR 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: 77,964 shares; 2024Q4: 95,601 shares; 2025Q1: 100,447 shares; 2025Q2: 104,875 shares 104,875 $3.53M 0.01% +4,428 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,406 shares; 2024Q4: 310,880 shares; 2025Q1: 306,685 shares; 2025Q2: 322,983 shares 322,983 $3.53M 0.01% +16,298 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,156 shares; 2024Q4: 152,573 shares; 2025Q1: 191,097 shares; 2025Q2: 192,823 shares 192,823 $3.52M 0.01% +1,726 Timeline GNR 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: 67,388 shares; 2024Q4: 49,649 shares; 2025Q1: 62,145 shares; 2025Q2: 64,979 shares 64,979 $3.52M 0.01% +2,834 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,091 shares; 2024Q4: 55,460 shares; 2025Q1: 53,713 shares; 2025Q2: 64,809 shares 64,809 $3.52M 0.01% +11,096 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,292 shares; 2024Q4: 265,105 shares; 2025Q1: 303,458 shares; 2025Q2: 382,557 shares 382,557 $3.52M 0.01% +79,099 EWC 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: 110,117 shares; 2024Q4: 90,333 shares; 2025Q1: 68,234 shares; 2025Q2: 76,053 shares 76,053 $3.51M 0.01% +7,819 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,847 shares; 2025Q1: 19,241 shares; 2025Q2: 24,139 shares 24,139 $3.5M 0.01% +4,898 Timeline DMAY 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: 87,985 shares; 2024Q4: 71,009 shares; 2025Q1: 50,841 shares; 2025Q2: 81,803 shares 81,803 $3.5M 0.01% +30,962 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,754 shares; 2024Q4: 505,444 shares; 2025Q1: 573,601 shares; 2025Q2: 601,262 shares 601,262 $3.5M 0.01% +27,661 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,287 shares; 2024Q4: 43,426 shares; 2025Q1: 42,983 shares; 2025Q2: 27,365 shares 27,365 $3.49M 0.01% -15,618 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,943 shares; 2024Q4: 93,699 shares; 2025Q1: 66,453 shares; 2025Q2: 85,630 shares 85,630 $3.49M 0.01% +19,177 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,396 shares; 2024Q4: 209,246 shares; 2025Q1: 211,501 shares; 2025Q2: 218,674 shares 218,674 $3.48M 0.01% +7,173 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,562 shares; 2025Q1: 25,274 shares; 2025Q2: 50,136 shares 50,136 $3.47M 0.01% +24,862 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,941 shares; 2024Q4: 111,881 shares; 2025Q1: 145,839 shares; 2025Q2: 74,491 shares 74,491 $3.47M 0.01% -71,348 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,188 shares; 2024Q4: 90,152 shares; 2025Q1: 90,036 shares; 2025Q2: 92,739 shares 92,739 $3.47M 0.01% +2,703 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,514 shares; 2024Q4: 122,738 shares; 2025Q1: 154,760 shares; 2025Q2: 192,402 shares 192,402 $3.47M 0.01% +37,642 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,104 shares; 2024Q4: 63,506 shares; 2025Q1: 100,806 shares; 2025Q2: 112,606 shares 112,606 $3.47M 0.01% +11,800 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,116 shares; 2024Q4: 121,965 shares; 2025Q1: 152,210 shares; 2025Q2: 152,306 shares 152,306 $3.47M 0.01% +96 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,974 shares; 2024Q4: 48,800 shares; 2025Q1: 57,576 shares; 2025Q2: 89,419 shares 89,419 $3.46M 0.01% +31,843 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,315 shares; 2024Q4: 225,359 shares; 2025Q1: 207,387 shares; 2025Q2: 198,484 shares 198,484 $3.46M 0.01% -8,903 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,185 shares; 2024Q4: 33,180 shares; 2025Q1: 35,592 shares; 2025Q2: 34,164 shares 34,164 $3.46M 0.01% -1,428 Timeline EZM 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: 94,899 shares; 2024Q4: 75,193 shares; 2025Q1: 65,948 shares; 2025Q2: 55,899 shares 55,899 $3.45M 0.01% -10,049 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,401 shares; 2024Q4: 191,636 shares; 2025Q1: 174,043 shares; 2025Q2: 168,614 shares 168,614 $3.45M 0.01% -5,429 Timeline GGUS 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: not reported; 2024Q4: not reported; 2025Q1: 60,142 shares; 2025Q2: 59,328 shares 59,328 $3.44M 0.01% -814 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,649 shares; 2025Q1: 1,662 shares; 2025Q2: 1,721 shares 1,721 $3.44M 0.01% +59 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 5,440 shares; 2025Q1: 79,622 shares; 2025Q2: 83,406 shares 83,406 $3.44M 0.01% +3,784 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,956 shares; 2024Q4: 24,797 shares; 2025Q1: 18,239 shares; 2025Q2: 23,830 shares 23,830 $3.43M 0.01% +5,591 Timeline IVVW 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: 24,875 shares; 2024Q4: 51,743 shares; 2025Q1: 67,031 shares; 2025Q2: 74,618 shares 74,618 $3.43M 0.01% +7,587 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,658 shares; 2024Q4: 15,790 shares; 2025Q1: 19,663 shares; 2025Q2: 27,598 shares 27,598 $3.42M 0.01% +7,935 Timeline RSPS 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: 123,278 shares; 2024Q4: 119,155 shares; 2025Q1: 120,378 shares; 2025Q2: 113,918 shares 113,918 $3.41M 0.01% -6,460 Timeline GSWO 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: 58,545 shares; 2024Q4: 64,019 shares; 2025Q1: 62,629 shares; 2025Q2: 62,246 shares 62,246 $3.41M 0.01% -383 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,643 shares; 2024Q4: 30,364 shares; 2025Q1: 42,058 shares; 2025Q2: 43,576 shares 43,576 $3.4M 0.01% +1,518 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,601 shares; 2024Q4: 27,975 shares; 2025Q1: 28,166 shares; 2025Q2: 27,498 shares 27,498 $3.4M 0.01% -668 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,500 shares; 2024Q4: 41,044 shares; 2025Q1: 69,495 shares; 2025Q2: 74,885 shares 74,885 $3.38M 0.01% +5,390 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,486 shares; 2024Q4: 17,118 shares; 2025Q1: 13,549 shares; 2025Q2: 21,188 shares 21,188 $3.38M 0.01% +7,639 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,948 shares; 2024Q4: 37,032 shares; 2025Q1: 39,389 shares; 2025Q2: 31,002 shares 31,002 $3.38M 0.01% -8,387 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 263,995 shares; 2025Q2: 378,403 shares 378,403 $3.37M 0.01% +114,408 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 8,424 shares; 2025Q1: 8,882 shares; 2025Q2: 9,020 shares 9,020 $3.37M 0.01% +138 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,489 shares; 2024Q4: 45,346 shares; 2025Q1: 93,857 shares; 2025Q2: 103,345 shares 103,345 $3.37M 0.01% +9,488 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,544 shares; 2024Q4: 20,727 shares; 2025Q1: 22,438 shares; 2025Q2: 18,562 shares 18,562 $3.34M 0.01% -3,876 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,738 shares; 2024Q4: 28,002 shares; 2025Q1: 27,133 shares; 2025Q2: 30,421 shares 30,421 $3.32M 0.01% +3,288 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 8,656 shares; 2025Q1: 8,507 shares; 2025Q2: 8,083 shares 8,083 $3.31M 0.01% -424 Timeline DMAR 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: 59,835 shares; 2024Q4: 54,128 shares; 2025Q1: 158,171 shares; 2025Q2: 83,528 shares 83,528 $3.31M 0.01% -74,643 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,131 shares; 2024Q4: 64,776 shares; 2025Q1: 61,685 shares; 2025Q2: 60,592 shares 60,592 $3.3M 0.01% -1,093 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 11,291 shares; 2025Q1: 11,765 shares; 2025Q2: 11,528 shares 11,528 $3.29M 0.01% -237 Timeline MLN 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: 50,508 shares; 2024Q4: 46,771 shares; 2025Q1: 53,810 shares; 2025Q2: 194,521 shares 194,521 $3.29M 0.01% +140,711 Timeline IBDU 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: 118,381 shares; 2025Q2: 140,458 shares 140,458 $3.28M 0.01% +22,077 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,594 shares; 2024Q4: 70,827 shares; 2025Q1: 136,380 shares; 2025Q2: 141,498 shares 141,498 $3.27M 0.01% +5,118 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,535 shares; 2024Q4: 77,493 shares; 2025Q1: 93,070 shares; 2025Q2: 93,344 shares 93,344 $3.26M 0.01% +274 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 18,833 shares; 2025Q1: 14,255 shares; 2025Q2: 19,259 shares 19,259 $3.25M 0.01% +5,004 Timeline FNK 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: 18,301 shares; 2024Q4: 23,569 shares; 2025Q1: 25,611 shares; 2025Q2: 62,711 shares 62,711 $3.25M 0.01% +37,100 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,362 shares; 2024Q4: 149,207 shares; 2025Q1: 150,506 shares; 2025Q2: 149,468 shares 149,468 $3.24M 0.01% -1,038 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,363 shares; 2024Q4: 46,010 shares; 2025Q1: 47,847 shares; 2025Q2: 48,030 shares 48,030 $3.24M 0.01% +183 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,151 shares; 2024Q4: 21,411 shares; 2025Q1: 18,592 shares; 2025Q2: 32,069 shares 32,069 $3.24M 0.01% +13,477 Timeline LIT 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: 90,512 shares; 2024Q4: 93,602 shares; 2025Q1: 88,449 shares; 2025Q2: 84,202 shares 84,202 $3.23M 0.01% -4,247 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,506 shares; 2024Q4: 4,108 shares; 2025Q1: 4,993 shares; 2025Q2: 24,006 shares 24,006 $3.23M 0.01% +19,013 Timeline RSPH 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: 108,131 shares; 2024Q4: 84,564 shares; 2025Q1: 98,688 shares; 2025Q2: 110,709 shares 110,709 $3.23M 0.01% +12,021 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,850 shares; 2024Q4: 48,473 shares; 2025Q1: 48,906 shares; 2025Q2: 50,661 shares 50,661 $3.23M 0.01% +1,755 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,017 shares; 2024Q4: 71,953 shares; 2025Q1: 98,685 shares; 2025Q2: 95,915 shares 95,915 $3.23M 0.01% -2,770 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 4,770 shares; 2025Q1: 8,017 shares; 2025Q2: 9,888 shares 9,888 $3.22M 0.01% +1,871 Timeline ABERDEEN ABERDEEN More: the full row for ABERDEEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,470 shares; 2024Q4: 658,538 shares; 2025Q1: 689,163 shares; 2025Q2: 718,084 shares 718,084 $3.21M 0.01% +28,921 FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,956 shares; 2024Q4: 90,209 shares; 2025Q1: 107,948 shares; 2025Q2: 111,896 shares 111,896 $3.21M 0.01% +3,948 Timeline HERO 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: 73,234 shares; 2024Q4: 71,649 shares; 2025Q1: 55,609 shares; 2025Q2: 97,717 shares 97,717 $3.2M 0.01% +42,108 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,323 shares; 2024Q4: 17,832 shares; 2025Q1: 16,999 shares; 2025Q2: 13,080 shares 13,080 $3.2M 0.01% -3,919 Timeline IXJ 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: 38,519 shares; 2024Q4: 35,538 shares; 2025Q1: 36,398 shares; 2025Q2: 37,103 shares 37,103 $3.19M 0.01% +705 Timeline