IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,219 shares; 2024Q4: 75,614 shares; 2025Q1: 121,489 shares; 2025Q2: 147,961 shares; 2025Q3: 229,469 shares 229,469 $28.9M 0.03% +81,508 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770,218 shares; 2024Q4: 2,547,828 shares; 2025Q1: 2,540,845 shares; 2025Q2: 2,508,234 shares; 2025Q3: 4,175,914 shares 4,175,914 $28.9M 0.03% +1,667,680 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,476 shares; 2025Q1: 6,134 shares; 2025Q2: 6,951 shares; 2025Q3: 12,314 shares 12,314 $28.8M 0.03% +5,363 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,454 shares; 2024Q4: 61,050 shares; 2025Q1: 87,491 shares; 2025Q2: 253,522 shares; 2025Q3: 409,456 shares 409,456 $28.8M 0.03% +155,934 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,022 shares; 2024Q4: 515,904 shares; 2025Q1: 533,612 shares; 2025Q2: 529,675 shares; 2025Q3: 547,008 shares 547,008 $28.6M 0.03% +17,333 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,936 shares; 2024Q4: 179,376 shares; 2025Q1: 155,782 shares; 2025Q2: 175,023 shares; 2025Q3: 229,886 shares 229,886 $28.6M 0.03% +54,863 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,449 shares; 2024Q4: 289,713 shares; 2025Q1: 299,756 shares; 2025Q2: 292,810 shares; 2025Q3: 342,252 shares 342,252 $28.5M 0.03% +49,442 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888,887 shares; 2024Q4: 1,036,690 shares; 2025Q1: 1,124,794 shares; 2025Q2: 1,118,033 shares; 2025Q3: 1,390,431 shares 1,390,431 $28.4M 0.03% +272,398 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,759 shares; 2024Q4: 113,170 shares; 2025Q1: 150,096 shares; 2025Q2: 106,394 shares; 2025Q3: 158,549 shares 158,549 $28.3M 0.03% +52,155 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,169 shares; 2024Q4: 224,519 shares; 2025Q1: 260,496 shares; 2025Q2: 215,321 shares; 2025Q3: 304,054 shares 304,054 $28.3M 0.03% +88,733 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,688 shares; 2024Q4: 575,574 shares; 2025Q1: 692,184 shares; 2025Q2: 698,676 shares; 2025Q3: 1,191,066 shares 1,191,066 $28.2M 0.03% +492,390 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,836 shares; 2024Q4: 54,726 shares; 2025Q1: 54,439 shares; 2025Q2: 65,437 shares; 2025Q3: 93,087 shares 93,087 $28.1M 0.03% +27,650 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,876 shares; 2025Q2: 51,501 shares; 2025Q3: 67,884 shares 67,884 $28.1M 0.03% +16,383 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,623 shares; 2024Q4: 75,498 shares; 2025Q1: 53,510 shares; 2025Q2: 52,619 shares; 2025Q3: 64,425 shares 64,425 $28.1M 0.03% +11,806 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,773 shares; 2024Q4: 23,009 shares; 2025Q1: 22,510 shares; 2025Q2: 33,469 shares; 2025Q3: 38,918 shares 38,918 $27.9M 0.03% +5,449 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,718 shares; 2024Q4: 626,556 shares; 2025Q1: 443,358 shares; 2025Q2: 447,619 shares; 2025Q3: 527,572 shares 527,572 $27.9M 0.03% +79,953 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 137,142 shares; 2025Q1: 19,379 shares; 2025Q2: 257,718 shares; 2025Q3: 786,754 shares 786,754 $27.8M 0.03% +529,036 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,623 shares; 2024Q4: 92,520 shares; 2025Q1: 104,188 shares; 2025Q2: 108,347 shares; 2025Q3: 137,330 shares 137,330 $27.7M 0.03% +28,983 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,625 shares; 2024Q4: 663,405 shares; 2025Q1: 750,607 shares; 2025Q2: 777,501 shares; 2025Q3: 826,069 shares 826,069 $27.6M 0.03% +48,568 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,142 shares; 2024Q4: 332,071 shares; 2025Q1: 382,582 shares; 2025Q2: 400,966 shares; 2025Q3: 562,459 shares 562,459 $27.5M 0.03% +161,493 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,433 shares; 2024Q4: 309,425 shares; 2025Q1: 263,825 shares; 2025Q2: 267,732 shares; 2025Q3: 286,998 shares 286,998 $27.5M 0.03% +19,266 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,250 shares; 2024Q4: 207,515 shares; 2025Q1: 249,664 shares; 2025Q2: 209,018 shares; 2025Q3: 328,242 shares 328,242 $27.4M 0.03% +119,224 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,445 shares; 2024Q4: 405,487 shares; 2025Q1: 435,033 shares; 2025Q2: 622,530 shares; 2025Q3: 745,888 shares 745,888 $27.1M 0.03% +123,358 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,581 shares; 2024Q4: 139,912 shares; 2025Q1: 160,478 shares; 2025Q2: 177,917 shares; 2025Q3: 215,209 shares 215,209 $27.1M 0.03% +37,292 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,031 shares; 2024Q4: 55,069 shares; 2025Q1: 83,222 shares; 2025Q2: 92,759 shares; 2025Q3: 114,815 shares 114,815 $27.1M 0.03% +22,056 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,310 shares; 2024Q4: 87,554 shares; 2025Q1: 96,998 shares; 2025Q2: 99,324 shares; 2025Q3: 117,867 shares 117,867 $27M 0.03% +18,543 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,939 shares; 2024Q4: 777,242 shares; 2025Q1: 729,613 shares; 2025Q2: 697,499 shares; 2025Q3: 787,077 shares 787,077 $27M 0.03% +89,578 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,704 shares; 2024Q4: 282,085 shares; 2025Q1: 249,883 shares; 2025Q2: 213,359 shares; 2025Q3: 250,917 shares 250,917 $26.8M 0.03% +37,558 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,832 shares; 2025Q3: 934,721 shares 934,721 $26.5M 0.03% +652,889 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,997 shares; 2024Q4: 20,596 shares; 2025Q1: 23,513 shares; 2025Q2: 26,209 shares; 2025Q3: 38,012 shares 38,012 $26.5M 0.03% +11,803 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,196 shares; 2024Q4: 334,041 shares; 2025Q1: 461,320 shares; 2025Q2: 622,109 shares; 2025Q3: 843,934 shares 843,934 $26.5M 0.03% +221,825 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,504 shares; 2025Q2: 64,831 shares; 2025Q3: 84,097 shares 84,097 $26.3M 0.03% +19,266 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,469 shares; 2024Q4: 95,015 shares; 2025Q1: 104,486 shares; 2025Q2: 97,847 shares; 2025Q3: 154,079 shares 154,079 $26.2M 0.03% +56,232 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,123 shares; 2024Q4: 352,275 shares; 2025Q1: 379,528 shares; 2025Q2: 430,947 shares; 2025Q3: 446,290 shares 446,290 $26.2M 0.03% +15,343 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776,301 shares; 2024Q4: 703,388 shares; 2025Q1: 759,763 shares; 2025Q2: 692,836 shares; 2025Q3: 891,541 shares 891,541 $26.1M 0.03% +198,705 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,250 shares; 2024Q4: 283,097 shares; 2025Q1: 277,332 shares; 2025Q2: 291,913 shares; 2025Q3: 415,223 shares 415,223 $25.9M 0.03% +123,310 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,080 shares; 2024Q4: 153,035 shares; 2025Q1: 168,743 shares; 2025Q2: 169,452 shares; 2025Q3: 254,352 shares 254,352 $25.9M 0.03% +84,900 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,245 shares; 2024Q4: 103,688 shares; 2025Q1: 111,662 shares; 2025Q2: 120,083 shares; 2025Q3: 164,947 shares 164,947 $25.9M 0.03% +44,864 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,675 shares; 2024Q4: 83,588 shares; 2025Q1: 83,812 shares; 2025Q2: 91,173 shares; 2025Q3: 109,037 shares 109,037 $25.7M 0.03% +17,864 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,940 shares; 2024Q4: 279,557 shares; 2025Q1: 282,711 shares; 2025Q2: 246,390 shares; 2025Q3: 286,087 shares 286,087 $25.6M 0.03% +39,697 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,284 shares; 2025Q2: 349,845 shares; 2025Q3: 607,279 shares 607,279 $25.5M 0.03% +257,434 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,073 shares; 2024Q4: 76,594 shares; 2025Q1: 77,370 shares; 2025Q2: 76,126 shares; 2025Q3: 85,417 shares 85,417 $25.4M 0.03% +9,291 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,688 shares; 2024Q4: 1,270,636 shares; 2025Q1: 1,165,864 shares; 2025Q2: 666,978 shares; 2025Q3: 618,007 shares 618,007 $25.4M 0.03% -48,971 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,194 shares; 2024Q4: 50,141 shares; 2025Q1: 59,996 shares; 2025Q2: 63,434 shares; 2025Q3: 78,205 shares 78,205 $25.3M 0.03% +14,771 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,995 shares; 2024Q4: 94,029 shares; 2025Q1: 179,124 shares; 2025Q2: 96,518 shares; 2025Q3: 227,909 shares 227,909 $25.2M 0.03% +131,391 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,933 shares; 2024Q4: 240,203 shares; 2025Q1: 375,075 shares; 2025Q2: 407,073 shares; 2025Q3: 570,405 shares 570,405 $25.1M 0.03% +163,332 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,777 shares; 2024Q4: 147,466 shares; 2025Q1: 155,135 shares; 2025Q2: 137,114 shares; 2025Q3: 217,638 shares 217,638 $24.9M 0.03% +80,524 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,386 shares; 2024Q4: 140,219 shares; 2025Q1: 397,589 shares; 2025Q2: 414,325 shares; 2025Q3: 523,083 shares 523,083 $24.9M 0.03% +108,758 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,444 shares; 2024Q4: 138,874 shares; 2025Q1: 145,174 shares; 2025Q2: 429,967 shares; 2025Q3: 474,925 shares 474,925 $24.8M 0.03% +44,958 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,610 shares; 2024Q4: 169,285 shares; 2025Q1: 170,443 shares; 2025Q2: 169,323 shares; 2025Q3: 197,204 shares 197,204 $24.7M 0.03% +27,881 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,418 shares; 2024Q4: 226,651 shares; 2025Q1: 451,613 shares; 2025Q2: 465,275 shares; 2025Q3: 447,897 shares 447,897 $24.7M 0.03% -17,378 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,754 shares; 2024Q4: 435,699 shares; 2025Q1: 480,070 shares; 2025Q2: 457,674 shares; 2025Q3: 485,946 shares 485,946 $24.7M 0.03% +28,272 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,504 shares; 2024Q4: 90,309 shares; 2025Q1: 132,209 shares; 2025Q2: 135,400 shares; 2025Q3: 246,300 shares 246,300 $24.6M 0.03% +110,900 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,036 shares; 2024Q4: 29,757 shares; 2025Q1: 27,369 shares; 2025Q2: 32,366 shares; 2025Q3: 37,822 shares 37,822 $24.6M 0.03% +5,456 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,494 shares; 2024Q4: 205,829 shares; 2025Q1: 169,660 shares; 2025Q2: 152,575 shares; 2025Q3: 171,844 shares 171,844 $24.4M 0.03% +19,269 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 64,262 shares; 2025Q1: 66,951 shares; 2025Q2: 68,049 shares; 2025Q3: 76,685 shares 76,685 $24.4M 0.03% +8,636 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,001 shares; 2024Q4: 1,043,412 shares; 2025Q1: 1,032,953 shares; 2025Q2: 1,092,128 shares; 2025Q3: 1,204,532 shares 1,204,532 $24.3M 0.03% +112,404 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,602 shares; 2024Q4: 482,570 shares; 2025Q1: 567,465 shares; 2025Q2: 717,907 shares; 2025Q3: 779,458 shares 779,458 $24.3M 0.03% +61,551 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,984 shares; 2024Q4: 29,171 shares; 2025Q1: 32,168 shares; 2025Q2: 32,379 shares; 2025Q3: 57,104 shares 57,104 $24.3M 0.03% +24,725 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985,624 shares; 2024Q4: 1,006,335 shares; 2025Q1: 1,110,948 shares; 2025Q2: 1,299,231 shares; 2025Q3: 1,543,803 shares 1,543,803 $24.2M 0.03% +244,572 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,036 shares; 2024Q4: 109,346 shares; 2025Q1: 130,249 shares; 2025Q2: 129,138 shares; 2025Q3: 216,026 shares 216,026 $24.2M 0.03% +86,888 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,817 shares; 2024Q4: 800,303 shares; 2025Q1: 1,097,789 shares; 2025Q2: 1,045,800 shares; 2025Q3: 986,161 shares 986,161 $24.1M 0.03% -59,639 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,137 shares; 2025Q2: 225,420 shares; 2025Q3: 240,782 shares 240,782 $24M 0.03% +15,362 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,858 shares; 2024Q4: 173,352 shares; 2025Q1: 305,563 shares; 2025Q2: 388,804 shares; 2025Q3: 342,363 shares 342,363 $24M 0.03% -46,441 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,094 shares; 2024Q4: 653,023 shares; 2025Q1: 459,605 shares; 2025Q2: 509,963 shares; 2025Q3: 503,316 shares 503,316 $24M 0.03% -6,647 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,770 shares; 2024Q4: 253,479 shares; 2025Q1: 286,043 shares; 2025Q2: 277,660 shares; 2025Q3: 354,722 shares 354,722 $24M 0.03% +77,062 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774,751 shares; 2024Q4: 1,446,222 shares; 2025Q1: 1,722,869 shares; 2025Q2: 1,627,120 shares; 2025Q3: 1,998,309 shares 1,998,309 $23.9M 0.03% +371,189 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,286 shares; 2024Q4: 359,807 shares; 2025Q1: 355,245 shares; 2025Q2: 404,772 shares; 2025Q3: 506,873 shares 506,873 $23.8M 0.03% +102,101 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,002 shares; 2024Q4: 120,381 shares; 2025Q1: 123,018 shares; 2025Q2: 57,432 shares; 2025Q3: 168,013 shares 168,013 $23.8M 0.03% +110,581 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,229 shares; 2024Q4: 120,563 shares; 2025Q1: 446,757 shares; 2025Q2: 466,395 shares; 2025Q3: 473,470 shares 473,470 $23.7M 0.03% +7,075 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 28,548 shares; 2025Q1: 34,734 shares; 2025Q2: 43,346 shares; 2025Q3: 48,094 shares 48,094 $23.7M 0.03% +4,748 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,570 shares; 2024Q4: 85,871 shares; 2025Q1: 91,493 shares; 2025Q2: 89,558 shares; 2025Q3: 115,742 shares 115,742 $23.7M 0.03% +26,184 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,167 shares; 2024Q4: 61,937 shares; 2025Q1: 73,566 shares; 2025Q2: 69,359 shares; 2025Q3: 73,090 shares 73,090 $23.7M 0.03% +3,731 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,992 shares; 2024Q4: 513,526 shares; 2025Q1: 525,769 shares; 2025Q2: 545,541 shares; 2025Q3: 648,621 shares 648,621 $23.6M 0.03% +103,080 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,196 shares; 2024Q4: 92,457 shares; 2025Q1: 95,184 shares; 2025Q2: 89,474 shares; 2025Q3: 106,127 shares 106,127 $23.6M 0.03% +16,653 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,153 shares; 2024Q4: 56,986 shares; 2025Q1: 66,804 shares; 2025Q2: 64,239 shares; 2025Q3: 78,252 shares 78,252 $23.5M 0.03% +14,013 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,865 shares; 2024Q4: 255,663 shares; 2025Q1: 289,001 shares; 2025Q2: 303,697 shares; 2025Q3: 323,886 shares 323,886 $23.5M 0.03% +20,189 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,917 shares; 2024Q4: 70,148 shares; 2025Q1: 89,109 shares; 2025Q2: 89,701 shares; 2025Q3: 99,552 shares 99,552 $23.4M 0.03% +9,851 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,905 shares; 2025Q2: 55,663 shares; 2025Q3: 83,749 shares 83,749 $23.4M 0.03% +28,086 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,647 shares; 2025Q1: 10,780 shares; 2025Q2: 14,808 shares; 2025Q3: 28,337 shares 28,337 $23.4M 0.03% +13,529 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,105 shares; 2024Q4: 140,829 shares; 2025Q1: 144,156 shares; 2025Q2: 149,707 shares; 2025Q3: 184,182 shares 184,182 $23.3M 0.03% +34,475 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,601 shares; 2024Q4: 64,094 shares; 2025Q1: 72,087 shares; 2025Q2: 73,405 shares; 2025Q3: 80,988 shares 80,988 $23.3M 0.03% +7,583 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,074 shares; 2024Q4: 184,243 shares; 2025Q1: 180,316 shares; 2025Q2: 181,928 shares; 2025Q3: 280,361 shares 280,361 $23.3M 0.03% +98,433 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,239 shares; 2024Q4: 325,591 shares; 2025Q1: 426,651 shares; 2025Q2: 443,208 shares; 2025Q3: 484,314 shares 484,314 $23.3M 0.03% +41,106 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,946 shares; 2024Q4: 124,343 shares; 2025Q1: 133,513 shares; 2025Q2: 132,412 shares; 2025Q3: 206,694 shares 206,694 $23.2M 0.03% +74,282 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,931 shares; 2024Q4: 202,175 shares; 2025Q1: 276,977 shares; 2025Q2: 311,729 shares; 2025Q3: 344,106 shares 344,106 $23.2M 0.03% +32,377 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,681 shares; 2024Q4: 59,216 shares; 2025Q1: 61,133 shares; 2025Q2: 62,751 shares; 2025Q3: 107,665 shares 107,665 $23.1M 0.03% +44,914 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,172 shares; 2024Q4: 187,489 shares; 2025Q1: 179,160 shares; 2025Q2: 175,115 shares; 2025Q3: 322,460 shares 322,460 $23.1M 0.03% +147,345 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,885 shares; 2024Q4: 125,831 shares; 2025Q1: 126,528 shares; 2025Q2: 147,261 shares; 2025Q3: 179,827 shares 179,827 $23.1M 0.03% +32,566 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,305 shares; 2024Q4: 617,155 shares; 2025Q1: 589,165 shares; 2025Q2: 579,120 shares; 2025Q3: 577,364 shares 577,364 $23M 0.03% -1,756 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,334 shares; 2024Q4: 106,020 shares; 2025Q1: 221,920 shares; 2025Q2: 405,877 shares; 2025Q3: 495,420 shares 495,420 $23M 0.03% +89,543 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,279 shares; 2024Q4: 60,237 shares; 2025Q1: 70,395 shares; 2025Q2: 72,335 shares; 2025Q3: 88,271 shares 88,271 $23M 0.03% +15,936 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,654 shares; 2024Q4: 168,400 shares; 2025Q1: 189,314 shares; 2025Q2: 192,858 shares; 2025Q3: 221,501 shares 221,501 $23M 0.03% +28,643 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,177 shares; 2024Q4: 156,752 shares; 2025Q1: 174,847 shares; 2025Q2: 333,892 shares; 2025Q3: 467,578 shares 467,578 $22.9M 0.03% +133,686 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,542 shares; 2024Q4: 137,144 shares; 2025Q1: 130,436 shares; 2025Q2: 157,823 shares; 2025Q3: 361,349 shares 361,349 $22.8M 0.03% +203,526 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,302 shares; 2024Q4: 176,004 shares; 2025Q1: 158,197 shares; 2025Q2: 196,778 shares; 2025Q3: 553,422 shares 553,422 $22.8M 0.03% +356,644 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,978 shares; 2024Q4: 120,776 shares; 2025Q1: 151,900 shares; 2025Q2: 152,807 shares; 2025Q3: 210,632 shares 210,632 $22.6M 0.03% +57,825 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275,035 shares; 2024Q4: 1,334,596 shares; 2025Q1: 1,380,021 shares; 2025Q2: 1,136,499 shares; 2025Q3: 979,756 shares 979,756 $22.6M 0.03% -156,743 JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,354 shares; 2024Q4: 166,383 shares; 2025Q1: 181,165 shares; 2025Q2: 198,865 shares; 2025Q3: 205,294 shares 205,294 $22.6M 0.03% +6,429 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,152 shares; 2024Q4: 83,731 shares; 2025Q1: 69,391 shares; 2025Q2: 55,601 shares; 2025Q3: 56,929 shares 56,929 $22.6M 0.03% +1,328 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,846 shares; 2024Q4: 19,714 shares; 2025Q1: 20,839 shares; 2025Q2: 17,058 shares; 2025Q3: 269,438 shares 269,438 $22.5M 0.03% +252,380 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,184 shares; 2024Q4: 189,333 shares; 2025Q1: 220,540 shares; 2025Q2: 225,662 shares; 2025Q3: 272,222 shares 272,222 $22.4M 0.03% +46,560 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,303 shares; 2024Q4: 383,811 shares; 2025Q1: 281,120 shares; 2025Q2: 210,123 shares; 2025Q3: 255,923 shares 255,923 $22.1M 0.03% +45,800 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,938 shares; 2024Q4: 195,444 shares; 2025Q1: 201,850 shares; 2025Q2: 250,803 shares; 2025Q3: 313,615 shares 313,615 $21.9M 0.03% +62,812 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,910 shares; 2024Q4: 133,910 shares; 2025Q1: 134,251 shares; 2025Q2: 126,249 shares; 2025Q3: 157,561 shares 157,561 $21.8M 0.03% +31,312 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,000 shares; 2024Q4: 79,825 shares; 2025Q1: 35,461 shares; 2025Q2: 117,500 shares; 2025Q3: 444,205 shares 444,205 $21.8M 0.03% +326,705 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,494 shares; 2024Q4: 149,501 shares; 2025Q1: 207,302 shares; 2025Q2: 679,327 shares; 2025Q3: 875,179 shares 875,179 $21.7M 0.03% +195,852 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,700 shares; 2024Q4: 115,960 shares; 2025Q1: 126,912 shares; 2025Q2: 142,165 shares; 2025Q3: 563,825 shares 563,825 $21.6M 0.03% +421,660 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,066 shares; 2024Q4: 31,145 shares; 2025Q1: 31,501 shares; 2025Q2: 41,695 shares; 2025Q3: 396,963 shares 396,963 $21.6M 0.03% +355,268 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,506 shares; 2024Q4: 66,353 shares; 2025Q1: 78,838 shares; 2025Q2: 83,538 shares; 2025Q3: 114,838 shares 114,838 $21.5M 0.02% +31,300 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,655 shares; 2024Q4: 171,417 shares; 2025Q1: 159,746 shares; 2025Q2: 147,926 shares; 2025Q3: 219,569 shares 219,569 $21.5M 0.02% +71,643 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,401 shares; 2024Q4: 311,315 shares; 2025Q1: 355,399 shares; 2025Q2: 173,466 shares; 2025Q3: 413,348 shares 413,348 $21.5M 0.02% +239,882 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,918 shares; 2024Q4: 64,157 shares; 2025Q1: 72,681 shares; 2025Q2: 100,093 shares; 2025Q3: 112,334 shares 112,334 $21.3M 0.02% +12,241 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,291 shares; 2024Q4: 313,280 shares; 2025Q1: 342,168 shares; 2025Q2: 153,062 shares; 2025Q3: 388,538 shares 388,538 $21.3M 0.02% +235,476 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,019 shares; 2024Q4: 46,001 shares; 2025Q1: 47,459 shares; 2025Q2: 47,409 shares; 2025Q3: 60,486 shares 60,486 $21.2M 0.02% +13,077 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,454 shares; 2024Q4: 506,074 shares; 2025Q1: 530,052 shares; 2025Q2: 523,940 shares; 2025Q3: 528,023 shares 528,023 $21.2M 0.02% +4,083 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,777 shares; 2024Q4: 130,433 shares; 2025Q1: 175,509 shares; 2025Q2: 195,253 shares; 2025Q3: 235,031 shares 235,031 $21.1M 0.02% +39,778 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,723 shares; 2024Q4: 65,295 shares; 2025Q1: 82,293 shares; 2025Q2: 88,243 shares; 2025Q3: 139,925 shares 139,925 $21.1M 0.02% +51,682 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,373 shares; 2024Q4: 135,066 shares; 2025Q1: 186,105 shares; 2025Q2: 175,115 shares; 2025Q3: 250,487 shares 250,487 $21.1M 0.02% +75,372 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,332 shares; 2024Q4: 407,245 shares; 2025Q1: 447,236 shares; 2025Q2: 429,456 shares; 2025Q3: 593,566 shares 593,566 $21.1M 0.02% +164,110 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,035 shares; 2024Q4: 65,720 shares; 2025Q1: 64,777 shares; 2025Q2: 64,964 shares; 2025Q3: 76,839 shares 76,839 $21M 0.02% +11,875 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,547 shares; 2024Q4: 71,350 shares; 2025Q1: 76,391 shares; 2025Q2: 78,035 shares; 2025Q3: 112,492 shares 112,492 $21M 0.02% +34,457 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,686 shares; 2024Q4: 125,716 shares; 2025Q1: 132,098 shares; 2025Q2: 136,472 shares; 2025Q3: 161,434 shares 161,434 $21M 0.02% +24,962 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,619 shares; 2024Q4: 125,226 shares; 2025Q1: 144,014 shares; 2025Q2: 148,363 shares; 2025Q3: 250,531 shares 250,531 $20.9M 0.02% +102,168 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,592 shares; 2025Q2: 67,303 shares; 2025Q3: 74,628 shares 74,628 $20.9M 0.02% +7,325 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,252 shares; 2024Q4: 593,512 shares; 2025Q1: 646,028 shares; 2025Q2: 757,729 shares; 2025Q3: 884,962 shares 884,962 $20.8M 0.02% +127,233 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,244 shares; 2024Q4: 457,277 shares; 2025Q1: 460,861 shares; 2025Q2: 408,851 shares; 2025Q3: 566,239 shares 566,239 $20.8M 0.02% +157,388 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,846 shares; 2024Q4: 275,938 shares; 2025Q1: 108,923 shares; 2025Q2: 340,663 shares; 2025Q3: 412,385 shares 412,385 $20.8M 0.02% +71,722 Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,335 shares; 2024Q4: 370,925 shares; 2025Q1: 397,555 shares; 2025Q2: 410,213 shares; 2025Q3: 440,714 shares 440,714 $20.8M 0.02% +30,501 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,338 shares; 2024Q4: 262,599 shares; 2025Q1: 286,547 shares; 2025Q2: 368,456 shares; 2025Q3: 480,182 shares 480,182 $20.7M 0.02% +111,726 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,005 shares; 2024Q4: 159,975 shares; 2025Q1: 152,333 shares; 2025Q2: 243,872 shares; 2025Q3: 450,061 shares 450,061 $20.7M 0.02% +206,189 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,281 shares; 2024Q4: 60,858 shares; 2025Q1: 90,788 shares; 2025Q2: 192,454 shares; 2025Q3: 308,864 shares 308,864 $20.7M 0.02% +116,410 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,321 shares; 2025Q3: 151,133 shares 151,133 $20.7M 0.02% +93,812 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,502 shares; 2025Q2: 200,189 shares; 2025Q3: 230,516 shares 230,516 $20.7M 0.02% +30,327 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,687 shares; 2024Q4: 122,596 shares; 2025Q1: 89,129 shares; 2025Q2: 94,458 shares; 2025Q3: 153,478 shares 153,478 $20.6M 0.02% +59,020 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,464 shares; 2024Q4: 229,150 shares; 2025Q1: 399,064 shares; 2025Q2: 605,862 shares; 2025Q3: 878,127 shares 878,127 $20.5M 0.02% +272,265 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382,793 shares; 2025Q3: 729,807 shares 729,807 $20.5M 0.02% +347,014 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,812 shares; 2024Q4: 319,934 shares; 2025Q1: 318,979 shares; 2025Q2: 313,673 shares; 2025Q3: 366,232 shares 366,232 $20.5M 0.02% +52,559 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 23 shares; 2025Q3: 27 shares 27 $20.4M 0.02% +4 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,852 shares; 2024Q4: 109,730 shares; 2025Q1: 154,934 shares; 2025Q2: 191,383 shares; 2025Q3: 224,472 shares 224,472 $20.4M 0.02% +33,089 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,395 shares; 2024Q4: 167,944 shares; 2025Q1: 136,967 shares; 2025Q2: 162,049 shares; 2025Q3: 160,767 shares 160,767 $20.4M 0.02% -1,282 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,494 shares; 2024Q4: 226,322 shares; 2025Q1: 223,022 shares; 2025Q2: 256,842 shares; 2025Q3: 399,269 shares 399,269 $20.2M 0.02% +142,427 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,511 shares; 2024Q4: 69,593 shares; 2025Q1: 73,840 shares; 2025Q2: 70,971 shares; 2025Q3: 80,311 shares 80,311 $20.2M 0.02% +9,340 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,184 shares; 2024Q4: 114,610 shares; 2025Q1: 118,019 shares; 2025Q2: 132,577 shares; 2025Q3: 149,095 shares 149,095 $20.2M 0.02% +16,518 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,819 shares; 2024Q4: 84,747 shares; 2025Q1: 82,626 shares; 2025Q2: 84,570 shares; 2025Q3: 104,704 shares 104,704 $20.2M 0.02% +20,134 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,322 shares; 2024Q4: 591,037 shares; 2025Q1: 604,190 shares; 2025Q2: 640,429 shares; 2025Q3: 802,764 shares 802,764 $20.2M 0.02% +162,335 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,158 shares; 2024Q4: 231,531 shares; 2025Q1: 203,737 shares; 2025Q2: 154,692 shares; 2025Q3: 200,981 shares 200,981 $20.1M 0.02% +46,289 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,994 shares; 2024Q4: 221,760 shares; 2025Q1: 273,205 shares; 2025Q2: 378,289 shares; 2025Q3: 430,484 shares 430,484 $20.1M 0.02% +52,195 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,246 shares; 2024Q4: 116,795 shares; 2025Q1: 236,350 shares; 2025Q2: 139,406 shares; 2025Q3: 199,428 shares 199,428 $20.1M 0.02% +60,022 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,154 shares; 2024Q4: 226,017 shares; 2025Q1: 239,802 shares; 2025Q2: 252,984 shares; 2025Q3: 337,116 shares 337,116 $20M 0.02% +84,132 ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,421 shares; 2024Q4: 251,567 shares; 2025Q1: 265,188 shares; 2025Q2: 275,868 shares; 2025Q3: 307,071 shares 307,071 $20M 0.02% +31,203 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,301 shares; 2024Q4: 413,694 shares; 2025Q1: 398,007 shares; 2025Q2: 393,444 shares; 2025Q3: 398,888 shares 398,888 $19.9M 0.02% +5,444 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,169 shares; 2024Q4: 248,992 shares; 2025Q1: 259,602 shares; 2025Q2: 300,387 shares; 2025Q3: 331,491 shares 331,491 $19.9M 0.02% +31,104 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,102 shares; 2024Q4: 15,395 shares; 2025Q1: 15,633 shares; 2025Q2: 16,121 shares; 2025Q3: 20,732 shares 20,732 $19.8M 0.02% +4,611 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,940 shares; 2024Q4: 155,616 shares; 2025Q1: 178,087 shares; 2025Q2: 172,136 shares; 2025Q3: 261,720 shares 261,720 $19.7M 0.02% +89,584 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,926 shares; 2024Q4: 263,965 shares; 2025Q1: 260,381 shares; 2025Q2: 181,753 shares; 2025Q3: 204,988 shares 204,988 $19.7M 0.02% +23,235 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929,536 shares; 2024Q4: 925,051 shares; 2025Q1: 969,138 shares; 2025Q2: 998,576 shares; 2025Q3: 1,315,651 shares 1,315,651 $19.6M 0.02% +317,075 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,010 shares; 2024Q4: 71,946 shares; 2025Q1: 68,115 shares; 2025Q2: 71,225 shares; 2025Q3: 85,220 shares 85,220 $19.6M 0.02% +13,995 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,030 shares; 2024Q4: 36,595 shares; 2025Q1: 38,275 shares; 2025Q2: 36,719 shares; 2025Q3: 39,767 shares 39,767 $19.5M 0.02% +3,048 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,156 shares; 2024Q4: 560,605 shares; 2025Q1: 587,930 shares; 2025Q2: 635,212 shares; 2025Q3: 755,916 shares 755,916 $19.4M 0.02% +120,704 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,924 shares; 2024Q4: 167,925 shares; 2025Q1: 189,447 shares; 2025Q2: 213,696 shares; 2025Q3: 268,821 shares 268,821 $19.3M 0.02% +55,125 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,615 shares; 2024Q4: 325,493 shares; 2025Q1: 322,373 shares; 2025Q2: 340,230 shares; 2025Q3: 490,396 shares 490,396 $19.3M 0.02% +150,166 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,079 shares; 2024Q4: 191,244 shares; 2025Q1: 259,205 shares; 2025Q2: 286,504 shares; 2025Q3: 430,895 shares 430,895 $19.2M 0.02% +144,391 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,205 shares; 2024Q4: 286,666 shares; 2025Q1: 273,958 shares; 2025Q2: 260,396 shares; 2025Q3: 312,485 shares 312,485 $19.1M 0.02% +52,089 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,754 shares; 2024Q4: 149,602 shares; 2025Q1: 159,055 shares; 2025Q2: 513,384 shares; 2025Q3: 556,525 shares 556,525 $19M 0.02% +43,141 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,685 shares; 2024Q4: 79,203 shares; 2025Q1: 79,097 shares; 2025Q2: 92,239 shares; 2025Q3: 88,419 shares 88,419 $19M 0.02% -3,820 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,489 shares; 2024Q4: 175,381 shares; 2025Q1: 200,589 shares; 2025Q2: 290,114 shares; 2025Q3: 357,295 shares 357,295 $19M 0.02% +67,181 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,198 shares; 2024Q4: 72,771 shares; 2025Q1: 80,629 shares; 2025Q2: 83,699 shares; 2025Q3: 96,568 shares 96,568 $18.9M 0.02% +12,869 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,890 shares; 2024Q4: 165,472 shares; 2025Q1: 175,879 shares; 2025Q2: 169,234 shares; 2025Q3: 208,231 shares 208,231 $18.9M 0.02% +38,997 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,531 shares; 2024Q4: 46,601 shares; 2025Q1: 46,718 shares; 2025Q2: 48,700 shares; 2025Q3: 65,394 shares 65,394 $18.9M 0.02% +16,694 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,495 shares; 2024Q4: 173,854 shares; 2025Q1: 192,699 shares; 2025Q2: 207,033 shares; 2025Q3: 308,454 shares 308,454 $18.9M 0.02% +101,421 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,479 shares; 2024Q4: 73,675 shares; 2025Q1: 102,268 shares; 2025Q2: 131,104 shares; 2025Q3: 205,761 shares 205,761 $18.7M 0.02% +74,657 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,686 shares; 2024Q4: 9,320 shares; 2025Q1: 9,496 shares; 2025Q2: 11,294 shares; 2025Q3: 23,871 shares 23,871 $18.7M 0.02% +12,577 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,713 shares; 2024Q4: 248,406 shares; 2025Q1: 274,401 shares; 2025Q2: 289,056 shares; 2025Q3: 326,538 shares 326,538 $18.7M 0.02% +37,482 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,253 shares; 2024Q4: 70,380 shares; 2025Q1: 76,544 shares; 2025Q2: 74,491 shares; 2025Q3: 110,785 shares 110,785 $18.7M 0.02% +36,294 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,774 shares; 2024Q4: 290,894 shares; 2025Q1: 302,101 shares; 2025Q2: 314,272 shares; 2025Q3: 496,264 shares 496,264 $18.5M 0.02% +181,992 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,071 shares; 2024Q4: 308,100 shares; 2025Q1: 413,419 shares; 2025Q2: 389,373 shares; 2025Q3: 469,936 shares 469,936 $18.4M 0.02% +80,563 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,328 shares; 2024Q4: 250,482 shares; 2025Q1: 296,651 shares; 2025Q2: 267,714 shares; 2025Q3: 330,618 shares 330,618 $18.3M 0.02% +62,904 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,485 shares; 2024Q4: 71,302 shares; 2025Q1: 92,592 shares; 2025Q2: 96,881 shares; 2025Q3: 112,661 shares 112,661 $18.2M 0.02% +15,780 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,145 shares; 2024Q4: 48,009 shares; 2025Q1: 43,944 shares; 2025Q2: 45,275 shares; 2025Q3: 197,200 shares 197,200 $18.2M 0.02% +151,925 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228,916 shares; 2025Q2: 226,211 shares; 2025Q3: 304,758 shares 304,758 $18.2M 0.02% +78,547 CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,225 shares; 2024Q4: 220,407 shares; 2025Q1: 232,961 shares; 2025Q2: 219,757 shares; 2025Q3: 317,739 shares 317,739 $18.1M 0.02% +97,982 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,449 shares; 2024Q4: 102,425 shares; 2025Q1: 110,051 shares; 2025Q2: 110,063 shares; 2025Q3: 128,327 shares 128,327 $18.1M 0.02% +18,264 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,973 shares; 2024Q4: 213,805 shares; 2025Q1: 217,179 shares; 2025Q2: 240,329 shares; 2025Q3: 292,044 shares 292,044 $18.1M 0.02% +51,715 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,214 shares; 2024Q4: 44,764 shares; 2025Q1: 48,685 shares; 2025Q2: 46,346 shares; 2025Q3: 52,224 shares 52,224 $18.1M 0.02% +5,878 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,679 shares; 2024Q4: 721,523 shares; 2025Q1: 743,788 shares; 2025Q2: 759,061 shares; 2025Q3: 795,652 shares 795,652 $18.1M 0.02% +36,591 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,132 shares; 2024Q4: 806,014 shares; 2025Q1: 514,416 shares; 2025Q2: 763,457 shares; 2025Q3: 341,392 shares 341,392 $18.1M 0.02% -422,065 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,244 shares; 2024Q4: 416,116 shares; 2025Q1: 606,509 shares; 2025Q2: 679,066 shares; 2025Q3: 1,203,938 shares 1,203,938 $18M 0.02% +524,872 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,497 shares; 2024Q4: 66,165 shares; 2025Q1: 73,638 shares; 2025Q2: 112,460 shares; 2025Q3: 148,394 shares 148,394 $18M 0.02% +35,934 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,259 shares; 2024Q4: 301,113 shares; 2025Q1: 348,584 shares; 2025Q2: 372,072 shares; 2025Q3: 365,073 shares 365,073 $18M 0.02% -6,999 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,357 shares; 2024Q4: 166,854 shares; 2025Q1: 176,077 shares; 2025Q2: 211,508 shares; 2025Q3: 300,640 shares 300,640 $17.9M 0.02% +89,132 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,240 shares; 2024Q4: 18,194 shares; 2025Q1: 16,193 shares; 2025Q2: 17,014 shares; 2025Q3: 228,389 shares 228,389 $17.9M 0.02% +211,375 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,746 shares; 2024Q4: 22,344 shares; 2025Q1: 28,425 shares; 2025Q2: 33,116 shares; 2025Q3: 37,501 shares 37,501 $17.9M 0.02% +4,385 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,014 shares; 2024Q4: 172,943 shares; 2025Q1: 191,846 shares; 2025Q2: 226,791 shares; 2025Q3: 400,650 shares 400,650 $17.8M 0.02% +173,859 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,541 shares; 2024Q4: 66,967 shares; 2025Q1: 69,995 shares; 2025Q2: 61,560 shares; 2025Q3: 77,980 shares 77,980 $17.8M 0.02% +16,420 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,906 shares; 2024Q4: 109,460 shares; 2025Q1: 115,248 shares; 2025Q2: 116,714 shares; 2025Q3: 121,355 shares 121,355 $17.8M 0.02% +4,641 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,806 shares; 2024Q4: 97,188 shares; 2025Q1: 113,127 shares; 2025Q2: 198,424 shares; 2025Q3: 248,544 shares 248,544 $17.7M 0.02% +50,120 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,423 shares; 2024Q4: 358,013 shares; 2025Q1: 380,860 shares; 2025Q2: 384,548 shares; 2025Q3: 510,915 shares 510,915 $17.6M 0.02% +126,367 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,142 shares; 2024Q4: 65,808 shares; 2025Q1: 63,500 shares; 2025Q2: 69,956 shares; 2025Q3: 146,679 shares 146,679 $17.6M 0.02% +76,723 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 2,724 shares; 2025Q1: 75,763 shares; 2025Q2: 168,957 shares; 2025Q3: 175,275 shares 175,275 $17.6M 0.02% +6,318 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,690 shares; 2024Q4: 523,458 shares; 2025Q1: 373,818 shares; 2025Q2: 362,103 shares; 2025Q3: 392,716 shares 392,716 $17.6M 0.02% +30,613 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,382 shares; 2024Q4: 376,061 shares; 2025Q1: 375,650 shares; 2025Q2: 374,053 shares; 2025Q3: 431,724 shares 431,724 $17.5M 0.02% +57,671 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,717 shares; 2024Q4: 86,199 shares; 2025Q1: 93,080 shares; 2025Q2: 99,030 shares; 2025Q3: 217,084 shares 217,084 $17.5M 0.02% +118,054 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,750 shares; 2024Q4: 435,767 shares; 2025Q1: 399,393 shares; 2025Q2: 385,468 shares; 2025Q3: 413,062 shares 413,062 $17.5M 0.02% +27,594 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,011 shares; 2024Q4: 124,327 shares; 2025Q1: 148,986 shares; 2025Q2: 149,234 shares; 2025Q3: 168,925 shares 168,925 $17.4M 0.02% +19,691 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,714 shares; 2024Q4: 187,365 shares; 2025Q1: 240,066 shares; 2025Q2: 277,619 shares; 2025Q3: 345,019 shares 345,019 $17.4M 0.02% +67,400 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,871 shares; 2024Q4: 33,877 shares; 2025Q1: 40,196 shares; 2025Q2: 41,630 shares; 2025Q3: 64,466 shares 64,466 $17.4M 0.02% +22,836 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,748 shares; 2024Q4: 52,902 shares; 2025Q1: 55,255 shares; 2025Q2: 59,733 shares; 2025Q3: 193,161 shares 193,161 $17.4M 0.02% +133,428 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,944 shares; 2024Q4: 63,427 shares; 2025Q1: 59,734 shares; 2025Q2: 47,688 shares; 2025Q3: 151,551 shares 151,551 $17.2M 0.02% +103,863 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,256 shares; 2024Q4: 157,193 shares; 2025Q1: 162,934 shares; 2025Q2: 163,597 shares; 2025Q3: 211,838 shares 211,838 $17.1M 0.02% +48,241 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,993 shares; 2024Q4: 49,214 shares; 2025Q1: 137,614 shares; 2025Q2: 157,438 shares; 2025Q3: 203,476 shares 203,476 $17M 0.02% +46,038 Timeline PSCW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,942 shares; 2024Q4: 27,973 shares; 2025Q1: 546,065 shares; 2025Q2: 587,142 shares; 2025Q3: 618,494 shares 618,494 $16.9M 0.02% +31,352 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 8,540 shares; 2025Q1: 9,039 shares; 2025Q2: 197,039 shares; 2025Q3: 265,444 shares 265,444 $16.8M 0.02% +68,405 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490,490 shares; 2025Q1: 505,953 shares; 2025Q2: 502,440 shares; 2025Q3: 598,214 shares 598,214 $16.7M 0.02% +95,774 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,130 shares; 2025Q1: 262,582 shares; 2025Q2: 449,832 shares; 2025Q3: 526,391 shares 526,391 $16.7M 0.02% +76,559 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,616 shares; 2024Q4: 46,774 shares; 2025Q1: 44,217 shares; 2025Q2: 53,940 shares; 2025Q3: 75,932 shares 75,932 $16.7M 0.02% +21,992 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,921 shares; 2024Q4: 598,113 shares; 2025Q1: 441,588 shares; 2025Q2: 527,388 shares; 2025Q3: 720,058 shares 720,058 $16.6M 0.02% +192,670 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 25,803 shares; 2025Q1: 34,260 shares; 2025Q2: 40,574 shares; 2025Q3: 67,407 shares 67,407 $16.6M 0.02% +26,833 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,470 shares; 2024Q4: 218,498 shares; 2025Q1: 210,967 shares; 2025Q2: 218,838 shares; 2025Q3: 229,843 shares 229,843 $16.6M 0.02% +11,005 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,705 shares; 2024Q4: 164,419 shares; 2025Q1: 160,511 shares; 2025Q2: 157,916 shares; 2025Q3: 240,841 shares 240,841 $16.5M 0.02% +82,925 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,588 shares; 2024Q4: 401,004 shares; 2025Q1: 394,714 shares; 2025Q2: 414,376 shares; 2025Q3: 420,131 shares 420,131 $16.5M 0.02% +5,755 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 11,963 shares; 2025Q1: 45,578 shares; 2025Q2: 57,143 shares; 2025Q3: 441,063 shares 441,063 $16.4M 0.02% +383,920 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,489 shares; 2024Q4: 211,071 shares; 2025Q1: 160,388 shares; 2025Q2: 254,647 shares; 2025Q3: 315,489 shares 315,489 $16.4M 0.02% +60,842 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,247 shares; 2024Q4: 442,491 shares; 2025Q1: 437,594 shares; 2025Q2: 301,795 shares; 2025Q3: 342,304 shares 342,304 $16.4M 0.02% +40,509 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,522 shares; 2024Q4: 455,770 shares; 2025Q1: 393,511 shares; 2025Q2: 383,795 shares; 2025Q3: 416,940 shares 416,940 $16.3M 0.02% +33,145 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,763 shares; 2024Q4: 409,378 shares; 2025Q1: 405,792 shares; 2025Q2: 405,828 shares; 2025Q3: 410,284 shares 410,284 $16.3M 0.02% +4,456 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,274 shares; 2024Q4: 312,453 shares; 2025Q1: 376,793 shares; 2025Q2: 372,096 shares; 2025Q3: 388,246 shares 388,246 $16.1M 0.02% +16,150 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,053 shares; 2024Q4: 135,923 shares; 2025Q1: 156,262 shares; 2025Q2: 155,409 shares; 2025Q3: 201,800 shares 201,800 $16.1M 0.02% +46,391 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,873 shares; 2024Q4: 117,328 shares; 2025Q1: 164,881 shares; 2025Q2: 177,883 shares; 2025Q3: 234,009 shares 234,009 $16.1M 0.02% +56,126 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,414 shares; 2024Q4: 97,921 shares; 2025Q1: 110,358 shares; 2025Q2: 107,587 shares; 2025Q3: 124,582 shares 124,582 $16.1M 0.02% +16,995 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,016 shares; 2024Q4: 243,423 shares; 2025Q1: 210,516 shares; 2025Q2: 253,826 shares; 2025Q3: 384,126 shares 384,126 $16M 0.02% +130,300 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,613 shares; 2024Q4: 18,799 shares; 2025Q1: 27,896 shares; 2025Q2: 34,097 shares; 2025Q3: 93,670 shares 93,670 $16M 0.02% +59,573 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,737 shares; 2024Q4: 75,922 shares; 2025Q1: 72,689 shares; 2025Q2: 78,709 shares; 2025Q3: 99,456 shares 99,456 $16M 0.02% +20,747 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,325 shares; 2024Q4: 202,054 shares; 2025Q1: 211,125 shares; 2025Q2: 176,294 shares; 2025Q3: 238,098 shares 238,098 $16M 0.02% +61,804 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,178 shares; 2024Q4: 881,036 shares; 2025Q1: 937,730 shares; 2025Q2: 678,079 shares; 2025Q3: 762,312 shares 762,312 $16M 0.02% +84,233 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,099 shares; 2024Q4: 37,498 shares; 2025Q1: 33,583 shares; 2025Q2: 33,301 shares; 2025Q3: 59,705 shares 59,705 $16M 0.02% +26,404 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 270,390 shares; 2025Q1: 289,868 shares; 2025Q2: 311,015 shares; 2025Q3: 83,136 shares 83,136 $15.9M 0.02% -227,879 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,869 shares; 2024Q4: 201,629 shares; 2025Q1: 228,821 shares; 2025Q2: 194,662 shares; 2025Q3: 335,459 shares 335,459 $15.9M 0.02% +140,797 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,524 shares; 2024Q4: 114,015 shares; 2025Q1: 114,317 shares; 2025Q2: 132,193 shares; 2025Q3: 417,142 shares 417,142 $15.9M 0.02% +284,949 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,296 shares; 2024Q4: 520,044 shares; 2025Q1: 538,257 shares; 2025Q2: 581,225 shares; 2025Q3: 600,400 shares 600,400 $15.9M 0.02% +19,175 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,377 shares; 2024Q4: 27,221 shares; 2025Q1: 35,991 shares; 2025Q2: 57,298 shares; 2025Q3: 178,924 shares 178,924 $15.8M 0.02% +121,626 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153,794 shares; 2025Q2: 164,728 shares; 2025Q3: 187,876 shares 187,876 $15.8M 0.02% +23,148 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 23,370 shares; 2025Q1: 38,523 shares; 2025Q2: 93,222 shares; 2025Q3: 150,421 shares 150,421 $15.8M 0.02% +57,199 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,311 shares; 2024Q4: 693,690 shares; 2025Q1: 680,286 shares; 2025Q2: 674,383 shares; 2025Q3: 819,788 shares 819,788 $15.7M 0.02% +145,405 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,169 shares; 2024Q4: 639,528 shares; 2025Q1: 647,529 shares; 2025Q2: 903,347 shares; 2025Q3: 1,374,173 shares 1,374,173 $15.6M 0.02% +470,826 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,621 shares; 2024Q4: 273,911 shares; 2025Q1: 266,556 shares; 2025Q2: 262,211 shares; 2025Q3: 389,430 shares 389,430 $15.6M 0.02% +127,219 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914,434 shares; 2024Q4: 910,415 shares; 2025Q1: 1,439,621 shares; 2025Q2: 1,466,153 shares; 2025Q3: 1,079,547 shares 1,079,547 $15.6M 0.02% -386,606 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,690 shares; 2024Q4: 97,743 shares; 2025Q1: 139,804 shares; 2025Q2: 133,400 shares; 2025Q3: 142,553 shares 142,553 $15.5M 0.02% +9,153 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,130 shares; 2024Q4: 220,490 shares; 2025Q1: 289,995 shares; 2025Q2: 285,047 shares; 2025Q3: 340,906 shares 340,906 $15.5M 0.02% +55,859 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,351 shares; 2024Q4: 242,349 shares; 2025Q1: 250,246 shares; 2025Q2: 258,139 shares; 2025Q3: 247,701 shares 247,701 $15.5M 0.02% -10,438 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,156 shares; 2024Q4: 377,512 shares; 2025Q1: 378,574 shares; 2025Q2: 389,600 shares; 2025Q3: 432,447 shares 432,447 $15.5M 0.02% +42,847 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,717 shares; 2024Q4: 160,625 shares; 2025Q1: 156,412 shares; 2025Q2: 159,643 shares; 2025Q3: 242,266 shares 242,266 $15.5M 0.02% +82,623 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,109 shares; 2024Q4: 210,649 shares; 2025Q1: 236,282 shares; 2025Q2: 232,361 shares; 2025Q3: 305,363 shares 305,363 $15.4M 0.02% +73,002 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,391 shares; 2024Q4: 148,726 shares; 2025Q1: 154,330 shares; 2025Q2: 157,722 shares; 2025Q3: 153,649 shares 153,649 $15.4M 0.02% -4,073 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,603 shares; 2024Q4: 357,770 shares; 2025Q1: 344,581 shares; 2025Q2: 343,383 shares; 2025Q3: 433,511 shares 433,511 $15.4M 0.02% +90,128 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 162,712 shares; 2025Q1: 173,196 shares; 2025Q2: 151,033 shares; 2025Q3: 183,004 shares 183,004 $15.3M 0.02% +31,971 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,802 shares; 2024Q4: 378,356 shares; 2025Q1: 421,312 shares; 2025Q2: 477,264 shares; 2025Q3: 504,393 shares 504,393 $15.3M 0.02% +27,129 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,470 shares; 2024Q4: 267,447 shares; 2025Q1: 264,942 shares; 2025Q2: 284,846 shares; 2025Q3: 296,712 shares 296,712 $15.3M 0.02% +11,866 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,815 shares; 2024Q4: 321,261 shares; 2025Q1: 569,677 shares; 2025Q2: 576,615 shares; 2025Q3: 608,039 shares 608,039 $15.3M 0.02% +31,424 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,793 shares; 2024Q4: 129,429 shares; 2025Q1: 131,034 shares; 2025Q2: 137,937 shares; 2025Q3: 187,186 shares 187,186 $15.3M 0.02% +49,249 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,437 shares; 2024Q4: 101,309 shares; 2025Q1: 98,619 shares; 2025Q2: 88,347 shares; 2025Q3: 91,795 shares 91,795 $15.3M 0.02% +3,448 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,789 shares; 2025Q2: 197,849 shares; 2025Q3: 453,179 shares 453,179 $15.2M 0.02% +255,330 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,106 shares; 2024Q4: 233,934 shares; 2025Q1: 262,744 shares; 2025Q2: 310,193 shares; 2025Q3: 399,539 shares 399,539 $15.2M 0.02% +89,346 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,305 shares; 2024Q4: 137,029 shares; 2025Q1: 153,453 shares; 2025Q2: 192,699 shares; 2025Q3: 152,039 shares 152,039 $15.2M 0.02% -40,660 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,293 shares; 2024Q4: 358,110 shares; 2025Q1: 359,294 shares; 2025Q2: 374,478 shares; 2025Q3: 415,021 shares 415,021 $15.2M 0.02% +40,543 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,857 shares; 2024Q4: 68,529 shares; 2025Q1: 69,073 shares; 2025Q2: 70,515 shares; 2025Q3: 90,556 shares 90,556 $15.2M 0.02% +20,041 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,989 shares; 2024Q4: 155,647 shares; 2025Q1: 204,139 shares; 2025Q2: 230,949 shares; 2025Q3: 223,742 shares 223,742 $15.2M 0.02% -7,207 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,323 shares; 2025Q1: 21,718 shares; 2025Q2: 38,434 shares; 2025Q3: 44,568 shares 44,568 $15.1M 0.02% +6,134 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,750 shares; 2024Q4: 360,135 shares; 2025Q1: 374,434 shares; 2025Q2: 389,422 shares; 2025Q3: 311,932 shares 311,932 $15.1M 0.02% -77,490 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534,251 shares 534,251 $15.1M 0.02% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,715 shares; 2024Q4: 265,088 shares; 2025Q1: 424,613 shares; 2025Q2: 376,411 shares; 2025Q3: 329,012 shares 329,012 $15.1M 0.02% -47,399 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,022 shares; 2024Q4: 290,311 shares; 2025Q1: 266,814 shares; 2025Q2: 260,763 shares; 2025Q3: 354,852 shares 354,852 $15.1M 0.02% +94,089 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,335 shares; 2024Q4: 234,675 shares; 2025Q1: 263,911 shares; 2025Q2: 154,519 shares; 2025Q3: 193,857 shares 193,857 $15.1M 0.02% +39,338 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,388 shares; 2024Q4: 42,118 shares; 2025Q1: 123,455 shares; 2025Q2: 117,720 shares; 2025Q3: 223,974 shares 223,974 $15M 0.02% +106,254 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,839 shares; 2024Q4: 405,452 shares; 2025Q1: 430,806 shares; 2025Q2: 521,593 shares; 2025Q3: 583,607 shares 583,607 $14.9M 0.02% +62,014 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,040 shares; 2024Q4: 217,959 shares; 2025Q1: 251,327 shares; 2025Q2: 254,187 shares; 2025Q3: 308,262 shares 308,262 $14.9M 0.02% +54,075 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,248 shares; 2024Q4: 99,099 shares; 2025Q1: 121,283 shares; 2025Q2: 132,297 shares; 2025Q3: 155,594 shares 155,594 $14.8M 0.02% +23,297 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,188 shares; 2024Q4: 31,714 shares; 2025Q1: 29,805 shares; 2025Q2: 27,314 shares; 2025Q3: 75,127 shares 75,127 $14.8M 0.02% +47,813 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,754 shares; 2024Q4: 1,262,888 shares; 2025Q1: 1,377,023 shares; 2025Q2: 1,440,398 shares; 2025Q3: 1,480,371 shares 1,480,371 $14.8M 0.02% +39,973 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,153 shares; 2024Q4: 93,096 shares; 2025Q1: 270,193 shares; 2025Q2: 288,073 shares; 2025Q3: 350,442 shares 350,442 $14.8M 0.02% +62,369 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,404 shares; 2024Q4: 262,702 shares; 2025Q1: 318,184 shares; 2025Q2: 428,152 shares; 2025Q3: 532,323 shares 532,323 $14.8M 0.02% +104,171 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,110 shares; 2024Q4: 211,544 shares; 2025Q1: 893,503 shares; 2025Q2: 1,372,257 shares; 2025Q3: 1,650,907 shares 1,650,907 $14.7M 0.02% +278,650 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 326,325 shares; 2025Q1: 377,767 shares; 2025Q2: 410,680 shares; 2025Q3: 558,323 shares 558,323 $14.7M 0.02% +147,643 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,067 shares; 2025Q1: 60,048 shares; 2025Q2: 138,396 shares; 2025Q3: 130,914 shares 130,914 $14.7M 0.02% -7,482 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,677 shares; 2025Q1: 257,659 shares; 2025Q2: 234,558 shares; 2025Q3: 306,379 shares 306,379 $14.7M 0.02% +71,821 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,207 shares; 2024Q4: 675,484 shares; 2025Q1: 686,307 shares; 2025Q2: 685,328 shares; 2025Q3: 761,379 shares 761,379 $14.7M 0.02% +76,051 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,880 shares; 2024Q4: 75,370 shares; 2025Q1: 85,209 shares; 2025Q2: 86,103 shares; 2025Q3: 106,048 shares 106,048 $14.7M 0.02% +19,945 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,806 shares; 2024Q4: 95,937 shares; 2025Q1: 132,685 shares; 2025Q2: 141,318 shares; 2025Q3: 175,834 shares 175,834 $14.6M 0.02% +34,516 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 152,203 shares; 2025Q1: 201,250 shares; 2025Q2: 205,089 shares; 2025Q3: 225,434 shares 225,434 $14.6M 0.02% +20,345 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,611 shares; 2024Q4: 63,528 shares; 2025Q1: 64,396 shares; 2025Q2: 52,427 shares; 2025Q3: 70,440 shares 70,440 $14.6M 0.02% +18,013 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,328 shares; 2024Q4: 214,587 shares; 2025Q1: 305,867 shares; 2025Q2: 300,557 shares; 2025Q3: 423,770 shares 423,770 $14.6M 0.02% +123,213 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,739 shares; 2024Q4: 572,588 shares; 2025Q1: 524,368 shares; 2025Q2: 482,629 shares; 2025Q3: 517,463 shares 517,463 $14.5M 0.02% +34,834 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,214 shares; 2024Q4: 308,505 shares; 2025Q1: 345,842 shares; 2025Q2: 350,522 shares; 2025Q3: 354,702 shares 354,702 $14.4M 0.02% +4,180 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,138 shares; 2024Q4: 187,109 shares; 2025Q1: 188,640 shares; 2025Q2: 191,210 shares; 2025Q3: 283,918 shares 283,918 $14.4M 0.02% +92,708 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,249 shares; 2024Q4: 32,229 shares; 2025Q1: 38,117 shares; 2025Q2: 50,489 shares; 2025Q3: 49,998 shares 49,998 $14.4M 0.02% -491 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,403 shares; 2024Q4: 103,548 shares; 2025Q1: 118,632 shares; 2025Q2: 143,390 shares; 2025Q3: 275,218 shares 275,218 $14.4M 0.02% +131,828 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,529 shares; 2024Q4: 238,312 shares; 2025Q1: 245,785 shares; 2025Q2: 233,817 shares; 2025Q3: 319,147 shares 319,147 $14.4M 0.02% +85,330 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,642 shares; 2024Q4: 230,367 shares; 2025Q1: 247,794 shares; 2025Q2: 245,934 shares; 2025Q3: 314,961 shares 314,961 $14.4M 0.02% +69,027 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,880 shares; 2024Q4: 35,323 shares; 2025Q1: 29,105 shares; 2025Q2: 27,649 shares; 2025Q3: 96,261 shares 96,261 $14.4M 0.02% +68,612 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,320 shares; 2024Q4: 199,138 shares; 2025Q1: 225,079 shares; 2025Q2: 242,039 shares; 2025Q3: 303,785 shares 303,785 $14.3M 0.02% +61,746 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 17,994 shares; 2025Q1: 19,420 shares; 2025Q2: 20,643 shares; 2025Q3: 22,434 shares 22,434 $14.3M 0.02% +1,791 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,879 shares; 2024Q4: 576,084 shares; 2025Q1: 543,972 shares; 2025Q2: 607,867 shares; 2025Q3: 731,950 shares 731,950 $14.2M 0.02% +124,083 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,178 shares; 2024Q4: 144,900 shares; 2025Q1: 158,754 shares; 2025Q2: 172,194 shares; 2025Q3: 207,881 shares 207,881 $14.2M 0.02% +35,687 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,403 shares; 2024Q4: 206,618 shares; 2025Q1: 229,684 shares; 2025Q2: 229,588 shares; 2025Q3: 326,929 shares 326,929 $14.2M 0.02% +97,341 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,112 shares; 2024Q4: 115,527 shares; 2025Q1: 124,242 shares; 2025Q2: 128,210 shares; 2025Q3: 137,270 shares 137,270 $14.2M 0.02% +9,060 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,124 shares; 2024Q4: 42,273 shares; 2025Q1: 47,364 shares; 2025Q2: 52,792 shares; 2025Q3: 57,787 shares 57,787 $14.2M 0.02% +4,995 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,755 shares; 2024Q4: 165,344 shares; 2025Q1: 111,201 shares; 2025Q2: 97,637 shares; 2025Q3: 220,474 shares 220,474 $14.2M 0.02% +122,837 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,193 shares; 2024Q4: 32,840 shares; 2025Q1: 38,781 shares; 2025Q2: 41,875 shares; 2025Q3: 83,640 shares 83,640 $14.1M 0.02% +41,765 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,581 shares; 2024Q4: 211,071 shares; 2025Q1: 183,146 shares; 2025Q2: 183,894 shares; 2025Q3: 246,973 shares 246,973 $14M 0.02% +63,079 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,234 shares; 2024Q4: 48,334 shares; 2025Q1: 48,944 shares; 2025Q2: 52,812 shares; 2025Q3: 58,195 shares 58,195 $14M 0.02% +5,383 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,309 shares; 2024Q4: 112,131 shares; 2025Q1: 101,083 shares; 2025Q2: 99,794 shares; 2025Q3: 145,134 shares 145,134 $14M 0.02% +45,340 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,652 shares; 2024Q4: 43,107 shares; 2025Q1: 45,776 shares; 2025Q2: 56,932 shares; 2025Q3: 74,425 shares 74,425 $14M 0.02% +17,493 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 471,786 shares 471,786 $13.9M 0.02% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,300 shares; 2024Q4: 22,412 shares; 2025Q1: 195,453 shares; 2025Q2: 207,094 shares; 2025Q3: 197,604 shares 197,604 $13.9M 0.02% -9,490 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,256 shares; 2024Q4: 63,635 shares; 2025Q1: 57,186 shares; 2025Q2: 76,489 shares; 2025Q3: 73,525 shares 73,525 $13.9M 0.02% -2,964 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,169 shares; 2024Q4: 98,026 shares; 2025Q1: 93,414 shares; 2025Q2: 91,984 shares; 2025Q3: 104,730 shares 104,730 $13.8M 0.02% +12,746 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 35,864 shares; 2025Q1: 78,827 shares; 2025Q2: 74,235 shares; 2025Q3: 76,117 shares 76,117 $13.8M 0.02% +1,882 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,146 shares; 2024Q4: 167,228 shares; 2025Q1: 178,106 shares; 2025Q2: 178,067 shares; 2025Q3: 206,125 shares 206,125 $13.8M 0.02% +28,058 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,377 shares; 2025Q3: 481,978 shares 481,978 $13.8M 0.02% +221,601 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,246 shares; 2024Q4: 703,415 shares; 2025Q1: 710,814 shares; 2025Q2: 692,694 shares; 2025Q3: 798,040 shares 798,040 $13.8M 0.02% +105,346 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,548 shares; 2024Q4: 146,609 shares; 2025Q1: 249,764 shares; 2025Q2: 213,902 shares; 2025Q3: 269,661 shares 269,661 $13.8M 0.02% +55,759 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276,237 shares; 2025Q2: 336,743 shares; 2025Q3: 390,567 shares 390,567 $13.7M 0.02% +53,824 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,744 shares; 2024Q4: 286,196 shares; 2025Q1: 293,736 shares; 2025Q2: 223,326 shares; 2025Q3: 360,316 shares 360,316 $13.7M 0.02% +136,990 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,246 shares; 2024Q4: 129,295 shares; 2025Q1: 143,244 shares; 2025Q2: 139,303 shares; 2025Q3: 162,697 shares 162,697 $13.7M 0.02% +23,394 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 24,116 shares; 2025Q1: 23,595 shares; 2025Q2: 17,823 shares; 2025Q3: 232,397 shares 232,397 $13.7M 0.02% +214,574 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,510 shares; 2024Q4: 49,242 shares; 2025Q1: 57,163 shares; 2025Q2: 54,237 shares; 2025Q3: 76,544 shares 76,544 $13.7M 0.02% +22,307 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 44,652 shares; 2025Q1: 51,410 shares; 2025Q2: 56,276 shares; 2025Q3: 71,795 shares 71,795 $13.7M 0.02% +15,519 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,517 shares; 2024Q4: 61,603 shares; 2025Q1: 78,899 shares; 2025Q2: 76,895 shares; 2025Q3: 95,873 shares 95,873 $13.7M 0.02% +18,978 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,331 shares; 2024Q4: 247,241 shares; 2025Q1: 439,307 shares; 2025Q2: 767,499 shares; 2025Q3: 906,750 shares 906,750 $13.6M 0.02% +139,251 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,249 shares; 2024Q4: 17,604 shares; 2025Q1: 17,523 shares; 2025Q2: 20,576 shares; 2025Q3: 24,053 shares 24,053 $13.6M 0.02% +3,477 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,820 shares; 2024Q4: 143,705 shares; 2025Q1: 112,955 shares; 2025Q2: 112,893 shares; 2025Q3: 122,432 shares 122,432 $13.5M 0.02% +9,539 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,387 shares; 2024Q4: 442,868 shares; 2025Q1: 453,969 shares; 2025Q2: 354,263 shares; 2025Q3: 440,076 shares 440,076 $13.5M 0.02% +85,813 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,093 shares; 2024Q4: 233,103 shares; 2025Q1: 275,716 shares; 2025Q2: 292,957 shares; 2025Q3: 349,614 shares 349,614 $13.4M 0.02% +56,657 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,556 shares; 2024Q4: 95,057 shares; 2025Q1: 92,278 shares; 2025Q2: 92,743 shares; 2025Q3: 377,936 shares 377,936 $13.4M 0.02% +285,193 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,013 shares; 2024Q4: 89,109 shares; 2025Q1: 88,033 shares; 2025Q2: 109,398 shares; 2025Q3: 114,678 shares 114,678 $13.4M 0.02% +5,280 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,182 shares; 2024Q4: 344,978 shares; 2025Q1: 353,269 shares; 2025Q2: 353,057 shares; 2025Q3: 158,431 shares 158,431 $13.3M 0.02% -194,626 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,922 shares; 2024Q4: 145,301 shares; 2025Q1: 167,954 shares; 2025Q2: 172,247 shares; 2025Q3: 202,006 shares 202,006 $13.3M 0.02% +29,759 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,547 shares; 2024Q4: 255,051 shares; 2025Q1: 253,590 shares; 2025Q2: 286,169 shares; 2025Q3: 350,269 shares 350,269 $13.3M 0.02% +64,100 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,072 shares; 2024Q4: 316,907 shares; 2025Q1: 260,360 shares; 2025Q2: 461,221 shares; 2025Q3: 511,903 shares 511,903 $13.3M 0.02% +50,682 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,152 shares; 2024Q4: 381,933 shares; 2025Q1: 373,443 shares; 2025Q2: 379,214 shares; 2025Q3: 434,193 shares 434,193 $13.2M 0.02% +54,979 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,421 shares; 2024Q4: 661,475 shares; 2025Q1: 764,902 shares; 2025Q2: 704,006 shares; 2025Q3: 680,269 shares 680,269 $13.2M 0.02% -23,737 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,411 shares; 2024Q4: 214,473 shares; 2025Q1: 212,384 shares; 2025Q2: 222,212 shares; 2025Q3: 264,764 shares 264,764 $13.1M 0.02% +42,552 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 57,620 shares; 2025Q1: 99,237 shares; 2025Q2: 111,822 shares; 2025Q3: 117,121 shares 117,121 $13.1M 0.02% +5,299 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252,676 shares 252,676 $13M 0.02% new Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,725 shares 258,725 $13M 0.02% new Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,570 shares; 2024Q4: 258,574 shares; 2025Q1: 264,846 shares; 2025Q2: 276,351 shares; 2025Q3: 309,485 shares 309,485 $12.9M 0.02% +33,134 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,868 shares; 2024Q4: 179,808 shares; 2025Q1: 275,934 shares; 2025Q2: 284,397 shares; 2025Q3: 347,726 shares 347,726 $12.9M 0.02% +63,329 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,380 shares; 2024Q4: 384,982 shares; 2025Q1: 342,412 shares; 2025Q2: 365,876 shares; 2025Q3: 344,961 shares 344,961 $12.9M 0.01% -20,915 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,346 shares; 2024Q4: 415,080 shares; 2025Q1: 448,898 shares; 2025Q2: 494,410 shares; 2025Q3: 557,946 shares 557,946 $12.8M 0.01% +63,536 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,266 shares; 2024Q4: 53,810 shares; 2025Q1: 51,858 shares; 2025Q2: 65,079 shares; 2025Q3: 93,749 shares 93,749 $12.7M 0.01% +28,670 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,171 shares; 2024Q4: 29,626 shares; 2025Q1: 27,859 shares; 2025Q2: 28,555 shares; 2025Q3: 36,341 shares 36,341 $12.7M 0.01% +7,786 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,084 shares; 2024Q4: 142,897 shares; 2025Q1: 175,603 shares; 2025Q2: 175,535 shares; 2025Q3: 200,638 shares 200,638 $12.7M 0.01% +25,103 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,633 shares; 2024Q4: 258,303 shares; 2025Q1: 253,416 shares; 2025Q2: 247,686 shares; 2025Q3: 267,897 shares 267,897 $12.7M 0.01% +20,211 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,350 shares; 2024Q4: 155,139 shares; 2025Q1: 160,284 shares; 2025Q2: 174,831 shares; 2025Q3: 187,463 shares 187,463 $12.6M 0.01% +12,632 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,055 shares; 2024Q4: 27,967 shares; 2025Q1: 30,073 shares; 2025Q2: 30,318 shares; 2025Q3: 39,060 shares 39,060 $12.6M 0.01% +8,742 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,856 shares; 2024Q4: 88,275 shares; 2025Q1: 93,556 shares; 2025Q2: 97,050 shares; 2025Q3: 125,441 shares 125,441 $12.6M 0.01% +28,391 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,490 shares; 2024Q4: 314,135 shares; 2025Q1: 312,192 shares; 2025Q2: 316,421 shares; 2025Q3: 330,500 shares 330,500 $12.6M 0.01% +14,079 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,237 shares; 2024Q4: 181,490 shares; 2025Q1: 186,594 shares; 2025Q2: 170,524 shares; 2025Q3: 187,855 shares 187,855 $12.6M 0.01% +17,331 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,596 shares; 2024Q4: 149,203 shares; 2025Q1: 167,186 shares; 2025Q2: 260,954 shares; 2025Q3: 282,424 shares 282,424 $12.6M 0.01% +21,470 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,536 shares; 2024Q4: 277,383 shares; 2025Q1: 312,204 shares; 2025Q2: 239,475 shares; 2025Q3: 218,487 shares 218,487 $12.5M 0.01% -20,988 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,899 shares; 2024Q4: 741,580 shares; 2025Q1: 812,853 shares; 2025Q2: 867,483 shares; 2025Q3: 770,965 shares 770,965 $12.5M 0.01% -96,518 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 16,718 shares; 2025Q1: 19,637 shares; 2025Q2: 19,402 shares; 2025Q3: 23,009 shares 23,009 $12.5M 0.01% +3,607 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,687 shares; 2024Q4: 68,018 shares; 2025Q1: 276,295 shares; 2025Q2: 309,496 shares; 2025Q3: 435,435 shares 435,435 $12.5M 0.01% +125,939 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,187 shares; 2025Q1: 155,245 shares; 2025Q2: 204,172 shares; 2025Q3: 413,616 shares 413,616 $12.5M 0.01% +209,444 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,259 shares; 2024Q4: 88,134 shares; 2025Q1: 102,412 shares; 2025Q2: 139,779 shares; 2025Q3: 297,086 shares 297,086 $12.4M 0.01% +157,307 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,895 shares; 2024Q4: 106,498 shares; 2025Q1: 164,884 shares; 2025Q2: 80,724 shares; 2025Q3: 95,894 shares 95,894 $12.4M 0.01% +15,170 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,849 shares; 2024Q4: 424,047 shares; 2025Q1: 388,504 shares; 2025Q2: 370,792 shares; 2025Q3: 327,967 shares 327,967 $12.4M 0.01% -42,825 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,774 shares; 2024Q4: 95,698 shares; 2025Q1: 92,408 shares; 2025Q2: 92,249 shares; 2025Q3: 93,752 shares 93,752 $12.4M 0.01% +1,503 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,562 shares; 2025Q1: 25,274 shares; 2025Q2: 50,136 shares; 2025Q3: 164,621 shares 164,621 $12.4M 0.01% +114,485 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,266 shares; 2024Q4: 315,678 shares; 2025Q1: 316,280 shares; 2025Q2: 322,938 shares; 2025Q3: 305,635 shares 305,635 $12.4M 0.01% -17,303 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 131,361 shares; 2025Q1: 214,460 shares; 2025Q2: 302,560 shares; 2025Q3: 318,688 shares 318,688 $12.4M 0.01% +16,128 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,783 shares; 2024Q4: 31,497 shares; 2025Q1: 35,251 shares; 2025Q2: 39,717 shares; 2025Q3: 71,451 shares 71,451 $12.4M 0.01% +31,734 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,890 shares; 2024Q4: 292,379 shares; 2025Q1: 365,190 shares; 2025Q2: 387,309 shares; 2025Q3: 466,013 shares 466,013 $12.3M 0.01% +78,704 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,915 shares; 2024Q4: 57,940 shares; 2025Q1: 192,448 shares; 2025Q2: 203,440 shares; 2025Q3: 141,535 shares 141,535 $12.3M 0.01% -61,905 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,632 shares; 2024Q4: 215,831 shares; 2025Q1: 273,827 shares; 2025Q2: 275,901 shares; 2025Q3: 292,054 shares 292,054 $12.3M 0.01% +16,153 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,493 shares; 2024Q4: 24,300 shares; 2025Q1: 21,850 shares; 2025Q2: 25,770 shares; 2025Q3: 32,201 shares 32,201 $12.1M 0.01% +6,431 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,353 shares; 2024Q4: 69,830 shares; 2025Q1: 113,982 shares; 2025Q2: 131,901 shares; 2025Q3: 137,539 shares 137,539 $12.1M 0.01% +5,638 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,886 shares; 2024Q4: 451,323 shares; 2025Q1: 248,951 shares; 2025Q2: 257,903 shares; 2025Q3: 264,301 shares 264,301 $12.1M 0.01% +6,398 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,205 shares; 2024Q4: 129,481 shares; 2025Q1: 135,781 shares; 2025Q2: 143,009 shares; 2025Q3: 154,715 shares 154,715 $12.1M 0.01% +11,706 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,776 shares; 2024Q4: 97,745 shares; 2025Q1: 167,159 shares; 2025Q2: 171,590 shares; 2025Q3: 196,842 shares 196,842 $12M 0.01% +25,252 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,131 shares; 2024Q4: 26,666 shares; 2025Q1: 69,712 shares; 2025Q2: 103,246 shares; 2025Q3: 117,920 shares 117,920 $12M 0.01% +14,674 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,838 shares; 2024Q4: 106,172 shares; 2025Q1: 208,656 shares; 2025Q2: 27,953 shares; 2025Q3: 238,287 shares 238,287 $12M 0.01% +210,334 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,226 shares; 2024Q4: 340,451 shares; 2025Q1: 363,492 shares; 2025Q2: 338,427 shares; 2025Q3: 313,852 shares 313,852 $11.9M 0.01% -24,575 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 40,471 shares; 2025Q1: 62,794 shares; 2025Q2: 134,328 shares; 2025Q3: 279,316 shares 279,316 $11.9M 0.01% +144,988 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,247 shares; 2024Q4: 173,692 shares; 2025Q1: 190,733 shares; 2025Q2: 188,969 shares; 2025Q3: 270,904 shares 270,904 $11.9M 0.01% +81,935 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,160 shares 213,160 $11.9M 0.01% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,529 shares; 2024Q4: 244,292 shares; 2025Q1: 246,508 shares; 2025Q2: 272,471 shares; 2025Q3: 270,496 shares 270,496 $11.9M 0.01% -1,975 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,167 shares; 2024Q4: 44,492 shares; 2025Q1: 39,322 shares; 2025Q2: 154,242 shares; 2025Q3: 171,589 shares 171,589 $11.8M 0.01% +17,347 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,266 shares; 2024Q4: 155,605 shares; 2025Q1: 157,473 shares; 2025Q2: 162,016 shares; 2025Q3: 274,427 shares 274,427 $11.8M 0.01% +112,411 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,329 shares; 2024Q4: 160,231 shares; 2025Q1: 170,826 shares; 2025Q2: 183,931 shares; 2025Q3: 172,177 shares 172,177 $11.8M 0.01% -11,754 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,633 shares; 2024Q4: 197,762 shares; 2025Q1: 200,877 shares; 2025Q2: 408,453 shares; 2025Q3: 291,173 shares 291,173 $11.8M 0.01% -117,280 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,952 shares; 2024Q4: 64,609 shares; 2025Q1: 73,818 shares; 2025Q2: 73,802 shares; 2025Q3: 88,337 shares 88,337 $11.8M 0.01% +14,535 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,579 shares; 2024Q4: 63,789 shares; 2025Q1: 62,984 shares; 2025Q2: 65,093 shares; 2025Q3: 95,994 shares 95,994 $11.8M 0.01% +30,901 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,157 shares; 2024Q4: 455,252 shares; 2025Q1: 340,067 shares; 2025Q2: 484,491 shares; 2025Q3: 246,375 shares 246,375 $11.7M 0.01% -238,116 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,732 shares; 2024Q4: 352,256 shares; 2025Q1: 351,352 shares; 2025Q2: 263,488 shares; 2025Q3: 276,909 shares 276,909 $11.7M 0.01% +13,421 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,847 shares; 2024Q4: 483,410 shares; 2025Q1: 472,969 shares; 2025Q2: 471,694 shares; 2025Q3: 520,738 shares 520,738 $11.7M 0.01% +49,044 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,779 shares; 2024Q4: 246,460 shares; 2025Q1: 279,775 shares; 2025Q2: 264,941 shares; 2025Q3: 332,007 shares 332,007 $11.6M 0.01% +67,066 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,650 shares; 2024Q4: 169,836 shares; 2025Q1: 189,083 shares; 2025Q2: 187,870 shares; 2025Q3: 194,725 shares 194,725 $11.6M 0.01% +6,855 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,686 shares; 2024Q4: 190,730 shares; 2025Q1: 203,823 shares; 2025Q2: 202,682 shares; 2025Q3: 244,793 shares 244,793 $11.6M 0.01% +42,111 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,365 shares; 2024Q4: 77,215 shares; 2025Q1: 74,892 shares; 2025Q2: 54,813 shares; 2025Q3: 92,796 shares 92,796 $11.6M 0.01% +37,983 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,145 shares; 2025Q2: 77,065 shares; 2025Q3: 344,700 shares 344,700 $11.6M 0.01% +267,635 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,398 shares; 2024Q4: 13,033 shares; 2025Q1: 20,069 shares; 2025Q2: 21,324 shares; 2025Q3: 23,212 shares 23,212 $11.6M 0.01% +1,888 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 8,938 shares; 2025Q1: 9,464 shares; 2025Q2: 8,938 shares; 2025Q3: 12,565 shares 12,565 $11.6M 0.01% +3,627 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,035 shares; 2024Q4: 466,607 shares; 2025Q1: 472,908 shares; 2025Q2: 533,193 shares; 2025Q3: 595,239 shares 595,239 $11.5M 0.01% +62,046 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,145 shares; 2025Q3: 365,766 shares 365,766 $11.5M 0.01% +267,621 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,451 shares; 2024Q4: 248,425 shares; 2025Q1: 462,561 shares; 2025Q2: 468,535 shares; 2025Q3: 529,704 shares 529,704 $11.5M 0.01% +61,169 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,888 shares; 2024Q4: 107,703 shares; 2025Q1: 100,399 shares; 2025Q2: 127,078 shares; 2025Q3: 105,524 shares 105,524 $11.5M 0.01% -21,554 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,445 shares; 2024Q4: 99,729 shares; 2025Q1: 158,067 shares; 2025Q2: 199,954 shares; 2025Q3: 250,561 shares 250,561 $11.5M 0.01% +50,607 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,737 shares; 2024Q4: 728,485 shares; 2025Q1: 953,135 shares; 2025Q2: 1,072,979 shares; 2025Q3: 590,552 shares 590,552 $11.5M 0.01% -482,427 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,345 shares; 2024Q4: 30,569 shares; 2025Q1: 121,573 shares; 2025Q2: 127,873 shares; 2025Q3: 221,841 shares 221,841 $11.4M 0.01% +93,968 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,428 shares; 2024Q4: 57,194 shares; 2025Q1: 49,328 shares; 2025Q2: 51,016 shares; 2025Q3: 65,337 shares 65,337 $11.4M 0.01% +14,321 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,756 shares; 2024Q4: 14,559 shares; 2025Q1: 192,178 shares; 2025Q2: 42,412 shares; 2025Q3: 409,441 shares 409,441 $11.4M 0.01% +367,029 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,266 shares; 2024Q4: 330,986 shares; 2025Q1: 363,227 shares; 2025Q2: 379,476 shares; 2025Q3: 438,859 shares 438,859 $11.4M 0.01% +59,383 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,408 shares; 2024Q4: 71,818 shares; 2025Q1: 76,650 shares; 2025Q2: 79,411 shares; 2025Q3: 171,978 shares 171,978 $11.4M 0.01% +92,567 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,688 shares; 2024Q4: 199,173 shares; 2025Q1: 220,614 shares; 2025Q2: 246,008 shares; 2025Q3: 346,881 shares 346,881 $11.3M 0.01% +100,873 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217,702 shares 217,702 $11.3M 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,257 shares; 2024Q4: 67,950 shares; 2025Q1: 49,359 shares; 2025Q2: 46,844 shares; 2025Q3: 66,373 shares 66,373 $11.2M 0.01% +19,529 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 126,615 shares; 2025Q1: 134,832 shares; 2025Q2: 149,502 shares; 2025Q3: 169,878 shares 169,878 $11.2M 0.01% +20,376 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,221 shares; 2024Q4: 119,598 shares; 2025Q1: 125,474 shares; 2025Q2: 128,741 shares; 2025Q3: 227,467 shares 227,467 $11.2M 0.01% +98,726 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,539 shares; 2024Q4: 162,113 shares; 2025Q1: 168,184 shares; 2025Q2: 187,629 shares; 2025Q3: 224,060 shares 224,060 $11.2M 0.01% +36,431 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,694 shares; 2024Q4: 192,829 shares; 2025Q1: 192,175 shares; 2025Q2: 173,888 shares; 2025Q3: 239,879 shares 239,879 $11.2M 0.01% +65,991 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,323 shares; 2024Q4: 117,433 shares; 2025Q1: 128,585 shares; 2025Q2: 132,333 shares; 2025Q3: 164,575 shares 164,575 $11.1M 0.01% +32,242 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,345 shares; 2024Q4: 279,781 shares; 2025Q1: 259,023 shares; 2025Q2: 283,808 shares; 2025Q3: 285,978 shares 285,978 $11.1M 0.01% +2,170 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,470 shares; 2024Q4: 251,864 shares; 2025Q1: 418,075 shares; 2025Q2: 498,833 shares; 2025Q3: 556,410 shares 556,410 $11.1M 0.01% +57,577 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,209 shares; 2024Q4: 209,617 shares; 2025Q1: 130,037 shares; 2025Q2: 278,137 shares; 2025Q3: 281,364 shares 281,364 $11M 0.01% +3,227 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,570 shares; 2024Q4: 35,726 shares; 2025Q1: 48,136 shares; 2025Q2: 47,953 shares; 2025Q3: 477,609 shares 477,609 $11M 0.01% +429,656 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,143 shares; 2024Q4: 31,659 shares; 2025Q1: 34,291 shares; 2025Q2: 30,936 shares; 2025Q3: 42,545 shares 42,545 $11M 0.01% +11,609 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,674 shares; 2024Q4: 252,731 shares; 2025Q1: 262,856 shares; 2025Q2: 263,901 shares; 2025Q3: 380,990 shares 380,990 $11M 0.01% +117,089 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,094 shares; 2024Q4: 76,807 shares; 2025Q1: 108,352 shares; 2025Q2: 115,368 shares; 2025Q3: 147,378 shares 147,378 $11M 0.01% +32,010 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,162 shares; 2024Q4: 195,215 shares; 2025Q1: 232,650 shares; 2025Q2: 275,595 shares; 2025Q3: 286,518 shares 286,518 $11M 0.01% +10,923 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 22,482 shares; 2025Q1: 24,334 shares; 2025Q2: 26,348 shares; 2025Q3: 57,377 shares 57,377 $11M 0.01% +31,029 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,980 shares; 2024Q4: 418,831 shares; 2025Q1: 438,849 shares; 2025Q2: 426,838 shares; 2025Q3: 406,138 shares 406,138 $10.9M 0.01% -20,700 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 426,002 shares; 2025Q2: 539,431 shares; 2025Q3: 611,783 shares 611,783 $10.9M 0.01% +72,352 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,514 shares; 2024Q4: 157,914 shares; 2025Q1: 170,220 shares; 2025Q2: 149,761 shares; 2025Q3: 192,201 shares 192,201 $10.9M 0.01% +42,440 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,291 shares; 2024Q4: 20,443 shares; 2025Q1: 27,713 shares; 2025Q2: 30,351 shares; 2025Q3: 50,031 shares 50,031 $10.9M 0.01% +19,680 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,287 shares; 2024Q4: 75,835 shares; 2025Q1: 79,879 shares; 2025Q2: 238,109 shares; 2025Q3: 236,674 shares 236,674 $10.9M 0.01% -1,435 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,619 shares; 2024Q4: 64,603 shares; 2025Q1: 61,057 shares; 2025Q2: 86,769 shares; 2025Q3: 116,774 shares 116,774 $10.9M 0.01% +30,005 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,562 shares; 2024Q4: 465,334 shares; 2025Q1: 396,763 shares; 2025Q2: 360,162 shares; 2025Q3: 346,785 shares 346,785 $10.9M 0.01% -13,377 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,129 shares; 2024Q4: 102,565 shares; 2025Q1: 102,022 shares; 2025Q2: 103,978 shares; 2025Q3: 121,246 shares 121,246 $10.8M 0.01% +17,268 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,391 shares; 2024Q4: 17,779 shares; 2025Q1: 22,757 shares; 2025Q2: 156,018 shares; 2025Q3: 231,828 shares 231,828 $10.8M 0.01% +75,810 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,758 shares; 2024Q4: 244,318 shares; 2025Q1: 245,788 shares; 2025Q2: 260,063 shares; 2025Q3: 320,024 shares 320,024 $10.8M 0.01% +59,961 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,054 shares; 2024Q4: 55,684 shares; 2025Q1: 94,413 shares; 2025Q2: 96,774 shares; 2025Q3: 248,900 shares 248,900 $10.8M 0.01% +152,126 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,678 shares; 2024Q4: 130,326 shares; 2025Q1: 135,029 shares; 2025Q2: 154,336 shares; 2025Q3: 244,194 shares 244,194 $10.7M 0.01% +89,858 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,662 shares; 2024Q4: 57,583 shares; 2025Q1: 59,956 shares; 2025Q2: 59,481 shares; 2025Q3: 66,705 shares 66,705 $10.7M 0.01% +7,224 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,036 shares; 2024Q4: 86,683 shares; 2025Q1: 110,161 shares; 2025Q2: 170,332 shares; 2025Q3: 216,954 shares 216,954 $10.6M 0.01% +46,622 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,733 shares; 2024Q4: 292,277 shares; 2025Q1: 317,533 shares; 2025Q2: 163,286 shares; 2025Q3: 189,940 shares 189,940 $10.6M 0.01% +26,654 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,146 shares; 2024Q4: 56,692 shares; 2025Q1: 84,738 shares; 2025Q2: 78,432 shares; 2025Q3: 86,128 shares 86,128 $10.6M 0.01% +7,696 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,547 shares; 2024Q4: 50,296 shares; 2025Q1: 51,196 shares; 2025Q2: 38,205 shares; 2025Q3: 190,057 shares 190,057 $10.6M 0.01% +151,852 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,117 shares; 2024Q4: 258,056 shares; 2025Q1: 295,046 shares; 2025Q2: 221,658 shares; 2025Q3: 251,269 shares 251,269 $10.6M 0.01% +29,611 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,072 shares; 2024Q4: 475,128 shares; 2025Q1: 504,008 shares; 2025Q2: 229,940 shares; 2025Q3: 354,762 shares 354,762 $10.5M 0.01% +124,822 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 36,501 shares; 2025Q1: 44,035 shares; 2025Q2: 36,935 shares; 2025Q3: 48,558 shares 48,558 $10.5M 0.01% +11,623 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,532 shares; 2025Q2: 161,095 shares; 2025Q3: 164,148 shares 164,148 $10.5M 0.01% +3,053 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,159 shares; 2024Q4: 250,037 shares; 2025Q1: 326,475 shares; 2025Q2: 296,511 shares; 2025Q3: 325,759 shares 325,759 $10.5M 0.01% +29,248 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,391 shares; 2024Q4: 201,353 shares; 2025Q1: 199,568 shares; 2025Q2: 212,948 shares; 2025Q3: 254,502 shares 254,502 $10.5M 0.01% +41,554 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,053 shares; 2024Q4: 278,419 shares; 2025Q1: 220,249 shares; 2025Q2: 213,204 shares; 2025Q3: 229,389 shares 229,389 $10.4M 0.01% +16,185 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,284 shares; 2024Q4: 71,930 shares; 2025Q1: 102,975 shares; 2025Q2: 378,358 shares; 2025Q3: 199,524 shares 199,524 $10.4M 0.01% -178,834 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,317 shares; 2025Q1: 101,407 shares; 2025Q2: 105,395 shares; 2025Q3: 198,000 shares 198,000 $10.4M 0.01% +92,605 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,107 shares; 2024Q4: 191,654 shares; 2025Q1: 205,425 shares; 2025Q2: 336,127 shares; 2025Q3: 397,693 shares 397,693 $10.4M 0.01% +61,566 Timeline ONOF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,681 shares; 2024Q4: 279,811 shares; 2025Q1: 279,240 shares; 2025Q2: 274,288 shares; 2025Q3: 279,359 shares 279,359 $10.4M 0.01% +5,071 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,691 shares; 2024Q4: 60,603 shares; 2025Q1: 100,412 shares; 2025Q2: 152,532 shares; 2025Q3: 203,778 shares 203,778 $10.3M 0.01% +51,246 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,651 shares; 2024Q4: 112,038 shares; 2025Q1: 143,411 shares; 2025Q2: 173,440 shares; 2025Q3: 200,922 shares 200,922 $10.3M 0.01% +27,482 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,615 shares; 2024Q4: 374,362 shares; 2025Q1: 473,610 shares; 2025Q2: 423,448 shares; 2025Q3: 465,602 shares 465,602 $10.3M 0.01% +42,154 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,597 shares; 2024Q4: 52,404 shares; 2025Q1: 52,102 shares; 2025Q2: 51,336 shares; 2025Q3: 67,625 shares 67,625 $10.3M 0.01% +16,289 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,017 shares; 2024Q4: 107,995 shares; 2025Q1: 71,163 shares; 2025Q2: 69,434 shares; 2025Q3: 128,472 shares 128,472 $10.3M 0.01% +59,038 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,590 shares; 2024Q4: 166,662 shares; 2025Q1: 178,462 shares; 2025Q2: 195,699 shares; 2025Q3: 433,429 shares 433,429 $10.3M 0.01% +237,730 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,726 shares; 2024Q4: 13,498 shares; 2025Q1: 18,197 shares; 2025Q2: 26,425 shares; 2025Q3: 37,676 shares 37,676 $10.2M 0.01% +11,251 Timeline BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,869 shares; 2024Q4: 266,685 shares; 2025Q1: 392,290 shares; 2025Q2: 392,486 shares; 2025Q3: 408,229 shares 408,229 $10.2M 0.01% +15,743 FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,965 shares; 2024Q4: 130,007 shares; 2025Q1: 151,113 shares; 2025Q2: 170,283 shares; 2025Q3: 215,169 shares 215,169 $10.2M 0.01% +44,886 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,959 shares; 2024Q4: 224,208 shares; 2025Q1: 259,504 shares; 2025Q2: 253,161 shares; 2025Q3: 272,614 shares 272,614 $10.2M 0.01% +19,453 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,363 shares; 2024Q4: 54,735 shares; 2025Q1: 62,049 shares; 2025Q2: 59,876 shares; 2025Q3: 76,407 shares 76,407 $10.2M 0.01% +16,531 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,361 shares; 2024Q4: 95,803 shares; 2025Q1: 118,366 shares; 2025Q2: 117,252 shares; 2025Q3: 139,958 shares 139,958 $10.2M 0.01% +22,706 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,254 shares; 2024Q4: 279,693 shares; 2025Q1: 308,204 shares; 2025Q2: 310,564 shares; 2025Q3: 407,674 shares 407,674 $10.2M 0.01% +97,110 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,303 shares; 2024Q4: 76,724 shares; 2025Q1: 85,239 shares; 2025Q2: 80,980 shares; 2025Q3: 90,836 shares 90,836 $10.2M 0.01% +9,856 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,338 shares; 2024Q4: 324,140 shares; 2025Q1: 322,360 shares; 2025Q2: 321,048 shares; 2025Q3: 344,734 shares 344,734 $10.1M 0.01% +23,686 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,469 shares; 2024Q4: 206,377 shares; 2025Q1: 229,680 shares; 2025Q2: 248,619 shares; 2025Q3: 261,733 shares 261,733 $10.1M 0.01% +13,114 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,434 shares; 2024Q4: 31,326 shares; 2025Q1: 49,544 shares; 2025Q2: 59,497 shares; 2025Q3: 80,418 shares 80,418 $10.1M 0.01% +20,921 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,397 shares; 2025Q1: 56,938 shares; 2025Q2: 55,437 shares; 2025Q3: 203,977 shares 203,977 $10.1M 0.01% +148,540 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 40,583 shares; 2025Q1: 44,605 shares; 2025Q2: 53,817 shares; 2025Q3: 68,694 shares 68,694 $10.1M 0.01% +14,877 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,399 shares; 2024Q4: 53,535 shares; 2025Q1: 60,150 shares; 2025Q2: 63,065 shares; 2025Q3: 72,307 shares 72,307 $10.1M 0.01% +9,242 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,313 shares; 2024Q4: 47,952 shares; 2025Q1: 62,036 shares; 2025Q2: 60,193 shares; 2025Q3: 70,579 shares 70,579 $10.1M 0.01% +10,386 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,518 shares; 2024Q4: 301,529 shares; 2025Q1: 328,669 shares; 2025Q2: 318,692 shares; 2025Q3: 324,414 shares 324,414 $10.1M 0.01% +5,722 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,186 shares; 2024Q4: 203,733 shares; 2025Q1: 274,053 shares; 2025Q2: 273,253 shares; 2025Q3: 251,653 shares 251,653 $10.1M 0.01% -21,600 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,658 shares; 2024Q4: 59,585 shares; 2025Q1: 72,604 shares; 2025Q2: 71,217 shares; 2025Q3: 96,452 shares 96,452 $10.1M 0.01% +25,235 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,298 shares; 2024Q4: 143,362 shares; 2025Q1: 303,781 shares; 2025Q2: 365,691 shares; 2025Q3: 511,003 shares 511,003 $10M 0.01% +145,312 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,955 shares; 2024Q4: 267,104 shares; 2025Q1: 337,573 shares; 2025Q2: 350,546 shares; 2025Q3: 434,773 shares 434,773 $9.97M 0.01% +84,227 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,795 shares; 2024Q4: 66,536 shares; 2025Q1: 66,249 shares; 2025Q2: 63,677 shares; 2025Q3: 130,904 shares 130,904 $9.95M 0.01% +67,227 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,680 shares; 2024Q4: 28,285 shares; 2025Q1: 31,322 shares; 2025Q2: 30,839 shares; 2025Q3: 41,771 shares 41,771 $9.95M 0.01% +10,932 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,593 shares; 2024Q4: 172,319 shares; 2025Q1: 250,362 shares; 2025Q2: 252,398 shares; 2025Q3: 250,263 shares 250,263 $9.93M 0.01% -2,135 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,675 shares; 2024Q4: 221,977 shares; 2025Q1: 217,375 shares; 2025Q2: 258,043 shares; 2025Q3: 282,182 shares 282,182 $9.93M 0.01% +24,139 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,158 shares; 2024Q4: 341,893 shares; 2025Q1: 387,792 shares; 2025Q2: 438,558 shares; 2025Q3: 479,406 shares 479,406 $9.92M 0.01% +40,848 ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,156 shares; 2024Q4: 114,604 shares; 2025Q1: 93,552 shares; 2025Q2: 73,830 shares; 2025Q3: 92,321 shares 92,321 $9.9M 0.01% +18,491 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,129 shares; 2024Q4: 44,076 shares; 2025Q1: 48,200 shares; 2025Q2: 78,510 shares; 2025Q3: 106,206 shares 106,206 $9.9M 0.01% +27,696 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,699 shares; 2024Q4: 28,118 shares; 2025Q1: 28,247 shares; 2025Q2: 27,982 shares; 2025Q3: 95,435 shares 95,435 $9.89M 0.01% +67,453 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,898 shares; 2024Q4: 77,278 shares; 2025Q1: 130,075 shares; 2025Q2: 46,637 shares; 2025Q3: 107,626 shares 107,626 $9.85M 0.01% +60,989 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,392 shares; 2024Q4: 181,644 shares; 2025Q1: 245,202 shares; 2025Q2: 202,263 shares; 2025Q3: 242,611 shares 242,611 $9.84M 0.01% +40,348 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,039 shares; 2024Q4: 123,382 shares; 2025Q1: 119,237 shares; 2025Q2: 130,924 shares; 2025Q3: 169,470 shares 169,470 $9.82M 0.01% +38,546 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,066 shares; 2024Q4: 153,612 shares; 2025Q1: 187,098 shares; 2025Q2: 165,639 shares; 2025Q3: 167,172 shares 167,172 $9.82M 0.01% +1,533 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,927 shares; 2024Q4: 50,758 shares; 2025Q1: 57,383 shares; 2025Q2: 59,159 shares; 2025Q3: 60,098 shares 60,098 $9.76M 0.01% +939 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,036 shares; 2024Q4: 245,693 shares; 2025Q1: 253,840 shares; 2025Q2: 262,312 shares; 2025Q3: 316,364 shares 316,364 $9.76M 0.01% +54,052 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,724 shares; 2024Q4: 167,936 shares; 2025Q1: 224,914 shares; 2025Q2: 215,659 shares; 2025Q3: 233,847 shares 233,847 $9.74M 0.01% +18,188 Timeline