DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,429 shares; 2024Q4: 155,373 shares; 2025Q1: 185,150 shares; 2025Q2: 220,928 shares 220,928 $25.3M 0.03% +35,778 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,825 shares; 2024Q4: 212,693 shares; 2025Q1: 194,469 shares; 2025Q2: 187,773 shares 187,773 $25.2M 0.03% -6,696 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,629 shares; 2024Q4: 461,529 shares; 2025Q1: 403,670 shares; 2025Q2: 482,525 shares 482,525 $25.1M 0.03% +78,855 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,074 shares; 2024Q4: 164,179 shares; 2025Q1: 176,990 shares; 2025Q2: 180,574 shares 180,574 $25.1M 0.03% +3,584 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,995 shares; 2024Q4: 67,150 shares; 2025Q1: 91,352 shares; 2025Q2: 111,677 shares 111,677 $25M 0.03% +20,325 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506,406 shares; 2025Q2: 511,887 shares 511,887 $24.9M 0.03% +5,481 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,259 shares; 2024Q4: 119,700 shares; 2025Q1: 123,280 shares; 2025Q2: 92,120 shares 92,120 $24.8M 0.03% -31,160 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,810 shares; 2024Q4: 457,005 shares; 2025Q1: 350,924 shares; 2025Q2: 352,814 shares 352,814 $24.8M 0.03% +1,890 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,775 shares; 2024Q4: 171,673 shares; 2025Q1: 174,544 shares; 2025Q2: 225,695 shares 225,695 $24.7M 0.03% +51,151 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,890 shares; 2024Q4: 611,235 shares; 2025Q1: 655,910 shares; 2025Q2: 600,138 shares 600,138 $24.5M 0.03% -55,772 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,462 shares; 2024Q4: 301,423 shares; 2025Q1: 298,036 shares; 2025Q2: 584,019 shares 584,019 $24.5M 0.03% +285,983 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,878 shares; 2024Q4: 79,872 shares; 2025Q1: 84,659 shares; 2025Q2: 78,239 shares 78,239 $24.5M 0.03% -6,420 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,585 shares; 2024Q4: 416,501 shares; 2025Q1: 434,857 shares; 2025Q2: 449,800 shares 449,800 $24.3M 0.03% +14,943 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,890 shares; 2024Q4: 411,532 shares; 2025Q1: 492,182 shares; 2025Q2: 475,926 shares 475,926 $24.2M 0.03% -16,256 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,510 shares; 2024Q4: 253,467 shares; 2025Q1: 214,596 shares; 2025Q2: 199,413 shares 199,413 $24.1M 0.03% -15,183 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,054 shares; 2024Q4: 368,016 shares; 2025Q1: 381,127 shares; 2025Q2: 340,072 shares 340,072 $23.9M 0.03% -41,055 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,563 shares; 2024Q4: 238,654 shares; 2025Q1: 204,711 shares; 2025Q2: 205,197 shares 205,197 $23.8M 0.03% +486 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,062 shares; 2024Q4: 428,081 shares; 2025Q1: 426,509 shares; 2025Q2: 417,245 shares 417,245 $23.8M 0.03% -9,264 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,490 shares; 2024Q4: 256,034 shares; 2025Q1: 261,739 shares; 2025Q2: 261,973 shares 261,973 $23.8M 0.03% +234 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,536 shares; 2024Q4: 148,679 shares; 2025Q1: 367,606 shares; 2025Q2: 678,031 shares 678,031 $23.8M 0.03% +310,425 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,042 shares; 2024Q4: 208,072 shares; 2025Q1: 214,492 shares; 2025Q2: 216,333 shares 216,333 $23.8M 0.03% +1,841 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,484 shares; 2024Q4: 975,967 shares; 2025Q1: 1,019,650 shares; 2025Q2: 1,019,490 shares 1,019,490 $23.8M 0.03% -160 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,273 shares; 2024Q4: 898,414 shares; 2025Q1: 1,181,475 shares; 2025Q2: 621,017 shares 621,017 $23.6M 0.03% -560,458 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,380 shares; 2024Q4: 158,699 shares; 2025Q1: 191,349 shares; 2025Q2: 527,871 shares 527,871 $23.6M 0.03% +336,522 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,372 shares; 2024Q4: 420,216 shares; 2025Q1: 452,844 shares; 2025Q2: 454,459 shares 454,459 $23.5M 0.03% +1,615 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876,695 shares; 2024Q4: 849,407 shares; 2025Q1: 906,791 shares; 2025Q2: 960,965 shares 960,965 $23.5M 0.03% +54,174 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840,191 shares; 2025Q1: 845,099 shares; 2025Q2: 858,878 shares 858,878 $23.4M 0.03% +13,779 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898,232 shares; 2024Q4: 833,121 shares; 2025Q1: 584,114 shares; 2025Q2: 578,566 shares 578,566 $23.4M 0.03% -5,548 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,369 shares; 2024Q4: 399,644 shares; 2025Q1: 441,937 shares; 2025Q2: 398,302 shares 398,302 $23.2M 0.03% -43,635 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,398 shares; 2024Q4: 80,829 shares; 2025Q1: 85,909 shares; 2025Q2: 79,946 shares 79,946 $23.2M 0.03% -5,963 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,335 shares; 2024Q4: 327,647 shares; 2025Q1: 524,751 shares; 2025Q2: 493,839 shares 493,839 $23M 0.03% -30,912 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,776 shares; 2024Q4: 739,560 shares; 2025Q1: 741,119 shares; 2025Q2: 706,052 shares 706,052 $23M 0.03% -35,067 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,716 shares; 2024Q4: 332,043 shares; 2025Q1: 332,956 shares; 2025Q2: 313,928 shares 313,928 $23M 0.03% -19,028 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,747 shares; 2024Q4: 854,227 shares; 2025Q1: 898,166 shares; 2025Q2: 778,332 shares 778,332 $22.9M 0.03% -119,834 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,194 shares; 2024Q4: 95,633 shares; 2025Q1: 94,996 shares; 2025Q2: 102,707 shares 102,707 $22.9M 0.03% +7,711 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,419 shares; 2024Q4: 173,601 shares; 2025Q1: 194,516 shares; 2025Q2: 180,619 shares 180,619 $22.9M 0.03% -13,897 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 44,222 shares; 2025Q1: 48,148 shares; 2025Q2: 53,892 shares 53,892 $22.7M 0.03% +5,744 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,269 shares; 2024Q4: 1,041,876 shares; 2025Q1: 1,065,745 shares; 2025Q2: 635,166 shares 635,166 $22.6M 0.03% -430,579 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,722 shares; 2024Q4: 271,322 shares; 2025Q1: 278,956 shares; 2025Q2: 267,861 shares 267,861 $22.5M 0.03% -11,095 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474,034 shares; 2024Q4: 2,170,537 shares; 2025Q1: 2,182,868 shares; 2025Q2: 2,070,589 shares 2,070,589 $22.5M 0.03% -112,279 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,545 shares; 2024Q4: 648,939 shares; 2025Q1: 1,045,626 shares; 2025Q2: 1,094,412 shares 1,094,412 $22.4M 0.03% +48,786 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,594 shares; 2024Q4: 882,795 shares; 2025Q1: 901,679 shares; 2025Q2: 763,051 shares 763,051 $22.4M 0.03% -138,628 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,648 shares; 2024Q4: 700,345 shares; 2025Q1: 603,994 shares; 2025Q2: 430,831 shares 430,831 $22.4M 0.03% -173,163 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,468 shares; 2024Q4: 171,394 shares; 2025Q1: 216,588 shares; 2025Q2: 235,828 shares 235,828 $22.2M 0.03% +19,240 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,166 shares; 2024Q4: 102,911 shares; 2025Q1: 211,505 shares; 2025Q2: 174,652 shares 174,652 $22.1M 0.03% -36,853 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,511 shares; 2024Q4: 138,564 shares; 2025Q1: 145,443 shares; 2025Q2: 185,192 shares 185,192 $22.1M 0.03% +39,749 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,475 shares; 2024Q4: 531,249 shares; 2025Q1: 507,770 shares; 2025Q2: 494,646 shares 494,646 $21.9M 0.03% -13,124 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,931 shares; 2024Q4: 116,330 shares; 2025Q1: 113,901 shares; 2025Q2: 154,561 shares 154,561 $21.9M 0.03% +40,660 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,116 shares; 2024Q4: 201,313 shares; 2025Q1: 209,174 shares; 2025Q2: 210,092 shares 210,092 $21.9M 0.03% +918 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,116 shares; 2024Q4: 299,289 shares; 2025Q1: 345,091 shares; 2025Q2: 365,248 shares 365,248 $21.8M 0.03% +20,157 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,049 shares; 2024Q4: 301,699 shares; 2025Q1: 298,763 shares; 2025Q2: 287,713 shares 287,713 $21.8M 0.03% -11,050 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,365 shares; 2024Q4: 67,647 shares; 2025Q1: 439,220 shares; 2025Q2: 482,018 shares 482,018 $21.8M 0.03% +42,798 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,988 shares; 2024Q4: 193,207 shares; 2025Q1: 171,572 shares; 2025Q2: 159,290 shares 159,290 $21.7M 0.03% -12,282 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,810 shares; 2024Q4: 1,070,553 shares; 2025Q1: 1,096,421 shares; 2025Q2: 1,108,782 shares 1,108,782 $21.7M 0.03% +12,361 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,550 shares; 2024Q4: 335,330 shares; 2025Q1: 319,799 shares; 2025Q2: 197,446 shares 197,446 $21.6M 0.03% -122,353 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,372 shares; 2024Q4: 72,775 shares; 2025Q1: 74,542 shares; 2025Q2: 77,213 shares 77,213 $21.6M 0.03% +2,671 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,579 shares; 2024Q4: 293,044 shares; 2025Q1: 261,030 shares; 2025Q2: 243,460 shares 243,460 $21.6M 0.03% -17,570 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,476 shares; 2024Q4: 410,091 shares; 2025Q1: 435,448 shares; 2025Q2: 422,155 shares 422,155 $21.6M 0.03% -13,293 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,940 shares; 2024Q4: 351,299 shares; 2025Q1: 413,697 shares; 2025Q2: 434,242 shares 434,242 $21.6M 0.03% +20,545 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,473 shares; 2024Q4: 631,301 shares; 2025Q1: 639,780 shares; 2025Q2: 676,805 shares 676,805 $21.4M 0.03% +37,025 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,234 shares; 2024Q4: 479,032 shares; 2025Q1: 494,353 shares; 2025Q2: 503,948 shares 503,948 $21.4M 0.03% +9,595 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,003 shares; 2024Q4: 135,427 shares; 2025Q1: 134,676 shares; 2025Q2: 135,647 shares 135,647 $21.3M 0.03% +971 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,319 shares; 2024Q4: 76,210 shares; 2025Q1: 88,235 shares; 2025Q2: 79,794 shares 79,794 $21.3M 0.03% -8,441 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,710 shares; 2024Q4: 555,222 shares; 2025Q1: 777,229 shares; 2025Q2: 849,665 shares 849,665 $21.2M 0.03% +72,436 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,890 shares; 2024Q4: 338,784 shares; 2025Q1: 289,898 shares; 2025Q2: 259,076 shares 259,076 $21.1M 0.03% -30,822 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,992 shares; 2024Q4: 150,109 shares; 2025Q1: 172,761 shares; 2025Q2: 171,854 shares 171,854 $21.1M 0.03% -907 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,692 shares; 2024Q4: 50,579 shares; 2025Q1: 53,772 shares; 2025Q2: 53,998 shares 53,998 $21M 0.03% +226 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,441 shares; 2024Q4: 248,820 shares; 2025Q1: 256,572 shares; 2025Q2: 247,459 shares 247,459 $21M 0.03% -9,113 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,291 shares; 2024Q4: 489,078 shares; 2025Q1: 596,861 shares; 2025Q2: 796,700 shares 796,700 $21M 0.03% +199,839 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,702 shares; 2024Q4: 225,063 shares; 2025Q1: 209,352 shares; 2025Q2: 203,788 shares 203,788 $20.9M 0.03% -5,564 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,713 shares; 2024Q4: 67,357 shares; 2025Q1: 79,569 shares; 2025Q2: 75,629 shares 75,629 $20.8M 0.03% -3,940 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,485 shares; 2024Q4: 95,511 shares; 2025Q1: 97,996 shares; 2025Q2: 94,712 shares 94,712 $20.7M 0.03% -3,284 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,789 shares; 2024Q4: 358,717 shares; 2025Q1: 379,082 shares; 2025Q2: 405,533 shares 405,533 $20.7M 0.03% +26,451 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,595 shares; 2024Q4: 69,567 shares; 2025Q1: 65,027 shares; 2025Q2: 62,682 shares 62,682 $20.5M 0.03% -2,345 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,931 shares; 2024Q4: 197,852 shares; 2025Q1: 202,990 shares; 2025Q2: 270,105 shares 270,105 $20.5M 0.03% +67,115 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,310 shares; 2024Q4: 58,450 shares; 2025Q1: 64,883 shares; 2025Q2: 65,301 shares 65,301 $20.5M 0.03% +418 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,944 shares; 2024Q4: 815,920 shares; 2025Q1: 835,210 shares; 2025Q2: 832,782 shares 832,782 $20.4M 0.03% -2,428 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,752 shares; 2024Q4: 902,396 shares; 2025Q1: 1,013,961 shares; 2025Q2: 767,257 shares 767,257 $20.4M 0.03% -246,704 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,176 shares; 2024Q4: 577,562 shares; 2025Q1: 565,990 shares; 2025Q2: 678,963 shares 678,963 $20.3M 0.03% +112,973 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,055 shares; 2024Q4: 234,922 shares; 2025Q1: 234,426 shares; 2025Q2: 232,927 shares 232,927 $20.2M 0.03% -1,499 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,282 shares; 2024Q4: 326,888 shares; 2025Q1: 370,786 shares; 2025Q2: 383,892 shares 383,892 $20.2M 0.03% +13,106 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,775 shares; 2024Q4: 681,401 shares; 2025Q1: 657,323 shares; 2025Q2: 594,956 shares 594,956 $20.2M 0.03% -62,367 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,026 shares; 2024Q4: 186,515 shares; 2025Q1: 184,526 shares; 2025Q2: 177,455 shares 177,455 $20.1M 0.03% -7,071 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,999 shares; 2024Q4: 241,942 shares; 2025Q1: 241,683 shares; 2025Q2: 241,942 shares 241,942 $20M 0.03% +259 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,256 shares; 2024Q4: 485,028 shares; 2025Q1: 716,988 shares; 2025Q2: 724,195 shares 724,195 $19.9M 0.03% +7,207 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,933 shares; 2024Q4: 400,390 shares; 2025Q1: 418,549 shares; 2025Q2: 816,641 shares 816,641 $19.8M 0.03% +398,092 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,311 shares; 2024Q4: 451,039 shares; 2025Q1: 476,760 shares; 2025Q2: 479,466 shares 479,466 $19.8M 0.03% +2,706 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,594 shares; 2024Q4: 683,150 shares; 2025Q1: 693,607 shares; 2025Q2: 683,501 shares 683,501 $19.6M 0.03% -10,106 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,924 shares; 2024Q4: 245,476 shares; 2025Q1: 265,977 shares; 2025Q2: 264,574 shares 264,574 $19.6M 0.03% -1,403 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,520 shares; 2024Q4: 193,360 shares; 2025Q1: 234,885 shares; 2025Q2: 253,041 shares 253,041 $19.6M 0.03% +18,156 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,800 shares; 2024Q4: 624,260 shares; 2025Q1: 637,639 shares; 2025Q2: 571,374 shares 571,374 $19.5M 0.03% -66,265 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,155 shares; 2024Q4: 192,495 shares; 2025Q1: 195,970 shares; 2025Q2: 180,405 shares 180,405 $19.4M 0.03% -15,565 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,518 shares; 2024Q4: 299,468 shares; 2025Q1: 294,113 shares; 2025Q2: 191,924 shares 191,924 $19.4M 0.03% -102,189 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,226 shares; 2024Q4: 309,212 shares; 2025Q1: 384,349 shares; 2025Q2: 389,686 shares 389,686 $19.4M 0.03% +5,337 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,331 shares; 2024Q4: 102,584 shares; 2025Q1: 103,069 shares; 2025Q2: 96,156 shares 96,156 $19.4M 0.03% -6,913 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,667 shares; 2024Q4: 111,542 shares; 2025Q1: 113,806 shares; 2025Q2: 110,795 shares 110,795 $19.3M 0.03% -3,011 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,382 shares; 2024Q4: 104,883 shares; 2025Q1: 126,318 shares; 2025Q2: 176,171 shares 176,171 $19.2M 0.03% +49,853 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,593 shares; 2024Q4: 468,627 shares; 2025Q1: 491,071 shares; 2025Q2: 475,884 shares 475,884 $19.2M 0.03% -15,187 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,874 shares; 2024Q4: 346,497 shares; 2025Q1: 385,029 shares; 2025Q2: 409,786 shares 409,786 $19M 0.03% +24,757 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193,784 shares; 2024Q4: 2,265,127 shares; 2025Q1: 2,284,391 shares; 2025Q2: 2,366,589 shares 2,366,589 $19M 0.03% +82,198 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,525 shares; 2024Q4: 109,033 shares; 2025Q1: 134,666 shares; 2025Q2: 201,865 shares 201,865 $18.9M 0.02% +67,199 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,511 shares; 2024Q4: 57,460 shares; 2025Q1: 54,717 shares; 2025Q2: 53,577 shares 53,577 $18.8M 0.02% -1,140 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,171 shares; 2024Q4: 321,606 shares; 2025Q1: 290,137 shares; 2025Q2: 252,615 shares 252,615 $18.8M 0.02% -37,522 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,032 shares; 2024Q4: 343,690 shares; 2025Q1: 345,612 shares; 2025Q2: 375,050 shares 375,050 $18.8M 0.02% +29,438 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,926 shares; 2024Q4: 96,516 shares; 2025Q1: 191,540 shares; 2025Q2: 140,759 shares 140,759 $18.7M 0.02% -50,781 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,592 shares; 2024Q4: 168,838 shares; 2025Q1: 171,763 shares; 2025Q2: 168,208 shares 168,208 $18.6M 0.02% -3,555 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,532 shares; 2024Q4: 59,053 shares; 2025Q1: 84,342 shares; 2025Q2: 93,411 shares 93,411 $18.5M 0.02% +9,069 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,122 shares; 2024Q4: 446,194 shares; 2025Q1: 489,575 shares; 2025Q2: 509,049 shares 509,049 $18.4M 0.02% +19,474 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,395 shares; 2024Q4: 271,247 shares; 2025Q1: 268,622 shares; 2025Q2: 365,034 shares 365,034 $18.4M 0.02% +96,412 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,147 shares; 2024Q4: 349,569 shares; 2025Q1: 362,714 shares; 2025Q2: 336,716 shares 336,716 $18.3M 0.02% -25,998 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,993 shares; 2024Q4: 171,488 shares; 2025Q1: 168,432 shares; 2025Q2: 173,628 shares 173,628 $18.3M 0.02% +5,196 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,114 shares; 2024Q4: 508,742 shares; 2025Q1: 547,910 shares; 2025Q2: 487,638 shares 487,638 $18.3M 0.02% -60,272 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,661 shares; 2024Q4: 260,156 shares; 2025Q1: 258,384 shares; 2025Q2: 251,262 shares 251,262 $18.3M 0.02% -7,122 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,106 shares; 2024Q4: 367,841 shares; 2025Q1: 368,154 shares; 2025Q2: 427,211 shares 427,211 $18.3M 0.02% +59,057 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,180 shares; 2024Q4: 313,983 shares; 2025Q1: 344,391 shares; 2025Q2: 340,189 shares 340,189 $18.3M 0.02% -4,202 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,590 shares; 2024Q4: 322,483 shares; 2025Q1: 350,979 shares; 2025Q2: 291,220 shares 291,220 $18.2M 0.02% -59,759 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,351 shares; 2024Q4: 53,918 shares; 2025Q1: 71,480 shares; 2025Q2: 93,761 shares 93,761 $18.2M 0.02% +22,281 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,638 shares; 2024Q4: 673,653 shares; 2025Q1: 696,384 shares; 2025Q2: 708,935 shares 708,935 $18M 0.02% +12,551 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,150 shares; 2024Q4: 262,281 shares; 2025Q1: 279,541 shares; 2025Q2: 282,971 shares 282,971 $18M 0.02% +3,430 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,158 shares; 2024Q4: 156,473 shares; 2025Q1: 209,691 shares; 2025Q2: 149,747 shares 149,747 $18M 0.02% -59,944 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,519 shares; 2024Q4: 757,528 shares; 2025Q1: 768,422 shares; 2025Q2: 724,584 shares 724,584 $17.9M 0.02% -43,838 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,659 shares; 2024Q4: 479,299 shares; 2025Q1: 472,729 shares; 2025Q2: 361,922 shares 361,922 $17.8M 0.02% -110,807 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,719 shares; 2024Q4: 266,842 shares; 2025Q1: 287,619 shares; 2025Q2: 287,621 shares 287,621 $17.8M 0.02% +2 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278,804 shares; 2025Q1: 326,602 shares; 2025Q2: 362,664 shares 362,664 $17.8M 0.02% +36,062 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,838 shares; 2024Q4: 460,678 shares; 2025Q1: 445,998 shares; 2025Q2: 425,430 shares 425,430 $17.7M 0.02% -20,568 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,231 shares; 2024Q4: 474,693 shares; 2025Q1: 462,939 shares; 2025Q2: 446,141 shares 446,141 $17.6M 0.02% -16,798 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,503 shares; 2024Q4: 138,287 shares; 2025Q1: 311,763 shares; 2025Q2: 380,325 shares 380,325 $17.6M 0.02% +68,562 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,835 shares; 2025Q2: 654,161 shares 654,161 $17.6M 0.02% +412,326 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,890 shares; 2024Q4: 367,801 shares; 2025Q1: 601,675 shares; 2025Q2: 606,068 shares 606,068 $17.5M 0.02% +4,393 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,018 shares; 2024Q4: 305,622 shares; 2025Q1: 325,623 shares; 2025Q2: 375,074 shares 375,074 $17.4M 0.02% +49,451 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,808 shares; 2024Q4: 268,176 shares; 2025Q1: 279,355 shares; 2025Q2: 277,332 shares 277,332 $17.4M 0.02% -2,023 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,647 shares; 2024Q4: 127,088 shares; 2025Q1: 126,450 shares; 2025Q2: 105,956 shares 105,956 $17.4M 0.02% -20,494 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,883 shares; 2024Q4: 118,903 shares; 2025Q1: 118,541 shares; 2025Q2: 115,086 shares 115,086 $17.4M 0.02% -3,455 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,412 shares; 2024Q4: 202,825 shares; 2025Q1: 158,670 shares; 2025Q2: 163,492 shares 163,492 $17.3M 0.02% +4,822 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,921 shares; 2024Q4: 86,759 shares; 2025Q1: 86,497 shares; 2025Q2: 100,013 shares 100,013 $17.2M 0.02% +13,516 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,775 shares; 2024Q4: 280,445 shares; 2025Q1: 252,502 shares; 2025Q2: 265,779 shares 265,779 $17.2M 0.02% +13,277 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,245 shares; 2024Q4: 227,714 shares; 2025Q1: 231,909 shares; 2025Q2: 203,661 shares 203,661 $17.1M 0.02% -28,248 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,422 shares; 2024Q4: 246,498 shares; 2025Q1: 258,802 shares; 2025Q2: 251,558 shares 251,558 $17.1M 0.02% -7,244 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,096 shares; 2024Q4: 478,861 shares; 2025Q1: 708,867 shares; 2025Q2: 646,838 shares 646,838 $17.1M 0.02% -62,029 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 11,193 shares; 2025Q1: 11,151 shares; 2025Q2: 188,940 shares 188,940 $17M 0.02% +177,789 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,684 shares; 2024Q4: 230,211 shares; 2025Q1: 195,521 shares; 2025Q2: 155,239 shares 155,239 $17M 0.02% -40,282 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,564 shares; 2024Q4: 108,543 shares; 2025Q1: 114,099 shares; 2025Q2: 98,698 shares 98,698 $17M 0.02% -15,401 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,884 shares; 2024Q4: 147,619 shares; 2025Q1: 170,326 shares; 2025Q2: 161,107 shares 161,107 $17M 0.02% -9,219 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,585 shares; 2024Q4: 315,604 shares; 2025Q1: 327,438 shares; 2025Q2: 336,752 shares 336,752 $17M 0.02% +9,314 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,285 shares; 2024Q4: 585,088 shares; 2025Q1: 462,491 shares; 2025Q2: 460,929 shares 460,929 $16.9M 0.02% -1,562 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,879 shares; 2024Q4: 116,657 shares; 2025Q1: 123,405 shares; 2025Q2: 103,652 shares 103,652 $16.9M 0.02% -19,753 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,153 shares; 2024Q4: 148,578 shares; 2025Q1: 152,811 shares; 2025Q2: 171,083 shares 171,083 $16.9M 0.02% +18,272 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,403 shares; 2024Q4: 552,530 shares; 2025Q1: 567,171 shares; 2025Q2: 567,595 shares 567,595 $16.8M 0.02% +424 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,565 shares; 2024Q4: 720,438 shares; 2025Q1: 1,105,878 shares; 2025Q2: 862,488 shares 862,488 $16.8M 0.02% -243,390 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,763 shares; 2024Q4: 218,162 shares; 2025Q1: 208,636 shares; 2025Q2: 233,308 shares 233,308 $16.8M 0.02% +24,672 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,788 shares; 2024Q4: 277,452 shares; 2025Q1: 279,762 shares; 2025Q2: 267,436 shares 267,436 $16.8M 0.02% -12,326 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577,916 shares 577,916 $16.7M 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,117 shares; 2024Q4: 243,574 shares; 2025Q1: 246,196 shares; 2025Q2: 240,984 shares 240,984 $16.5M 0.02% -5,212 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,742 shares; 2024Q4: 1,059,577 shares; 2025Q1: 1,045,404 shares; 2025Q2: 1,067,302 shares 1,067,302 $16.5M 0.02% +21,898 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,537 shares; 2024Q4: 236,822 shares; 2025Q1: 213,079 shares; 2025Q2: 205,154 shares 205,154 $16.5M 0.02% -7,925 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,001 shares; 2024Q4: 593,826 shares; 2025Q1: 643,967 shares; 2025Q2: 691,716 shares 691,716 $16.5M 0.02% +47,749 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,112 shares; 2024Q4: 48,782 shares; 2025Q1: 50,125 shares; 2025Q2: 45,478 shares 45,478 $16.5M 0.02% -4,647 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,926 shares; 2024Q4: 248,068 shares; 2025Q1: 246,762 shares; 2025Q2: 252,292 shares 252,292 $16.5M 0.02% +5,530 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,127 shares; 2024Q4: 313,540 shares; 2025Q1: 295,183 shares; 2025Q2: 206,077 shares 206,077 $16.4M 0.02% -89,106 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,106 shares; 2024Q4: 299,677 shares; 2025Q1: 341,890 shares; 2025Q2: 379,098 shares 379,098 $16.4M 0.02% +37,208 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,981 shares; 2024Q4: 965,177 shares; 2025Q1: 1,279,968 shares; 2025Q2: 794,331 shares 794,331 $16.4M 0.02% -485,637 JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,738 shares; 2024Q4: 175,130 shares; 2025Q1: 192,239 shares; 2025Q2: 434,091 shares 434,091 $16.4M 0.02% +241,852 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,176 shares; 2024Q4: 162,376 shares; 2025Q1: 172,529 shares; 2025Q2: 179,757 shares 179,757 $16.4M 0.02% +7,228 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,504 shares; 2024Q4: 125,229 shares; 2025Q1: 195,222 shares; 2025Q2: 270,069 shares 270,069 $16.3M 0.02% +74,847 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,967 shares; 2024Q4: 413,661 shares; 2025Q1: 298,745 shares; 2025Q2: 310,337 shares 310,337 $16.3M 0.02% +11,592 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,218 shares; 2024Q4: 185,846 shares; 2025Q1: 408,449 shares; 2025Q2: 460,926 shares 460,926 $16.2M 0.02% +52,477 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,231 shares; 2024Q4: 399,742 shares; 2025Q1: 367,534 shares; 2025Q2: 391,512 shares 391,512 $16.2M 0.02% +23,978 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,476 shares; 2024Q4: 20,508 shares; 2025Q1: 21,053 shares; 2025Q2: 546,643 shares 546,643 $16.2M 0.02% +525,590 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,797 shares; 2024Q4: 86,666 shares; 2025Q1: 88,080 shares; 2025Q2: 64,233 shares 64,233 $16.1M 0.02% -23,847 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,549 shares; 2024Q4: 83,906 shares; 2025Q1: 82,663 shares; 2025Q2: 75,604 shares 75,604 $16.1M 0.02% -7,059 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,106 shares; 2024Q4: 229,199 shares; 2025Q1: 232,073 shares; 2025Q2: 237,484 shares 237,484 $16.1M 0.02% +5,411 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,191 shares; 2024Q4: 276,543 shares; 2025Q1: 369,942 shares; 2025Q2: 380,834 shares 380,834 $16.1M 0.02% +10,892 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,003 shares; 2024Q4: 472,538 shares; 2025Q1: 470,063 shares; 2025Q2: 482,573 shares 482,573 $16M 0.02% +12,510 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,419 shares; 2024Q4: 1,058,286 shares; 2025Q1: 1,019,540 shares; 2025Q2: 576,136 shares 576,136 $15.9M 0.02% -443,404 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,850 shares; 2024Q4: 389,806 shares; 2025Q1: 269,230 shares; 2025Q2: 322,943 shares 322,943 $15.9M 0.02% +53,713 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,995 shares; 2024Q4: 441,714 shares; 2025Q1: 504,628 shares; 2025Q2: 513,271 shares 513,271 $15.8M 0.02% +8,643 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,662 shares; 2024Q4: 15,059 shares; 2025Q1: 15,101 shares; 2025Q2: 14,958 shares 14,958 $15.8M 0.02% -143 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,597 shares; 2024Q4: 526,037 shares; 2025Q1: 424,571 shares; 2025Q2: 432,786 shares 432,786 $15.8M 0.02% +8,215 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,521 shares; 2024Q4: 243,351 shares; 2025Q1: 359,608 shares; 2025Q2: 231,842 shares 231,842 $15.7M 0.02% -127,766 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,612 shares; 2024Q4: 868,701 shares; 2025Q1: 853,658 shares; 2025Q2: 474,299 shares 474,299 $15.7M 0.02% -379,359 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,061 shares; 2024Q4: 148,196 shares; 2025Q1: 149,666 shares; 2025Q2: 149,772 shares 149,772 $15.7M 0.02% +106 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,152 shares; 2024Q4: 436,618 shares; 2025Q1: 435,162 shares; 2025Q2: 435,469 shares 435,469 $15.7M 0.02% +307 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,439 shares; 2024Q4: 717,547 shares; 2025Q1: 858,829 shares; 2025Q2: 934,785 shares 934,785 $15.6M 0.02% +75,956 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,219 shares; 2024Q4: 263,848 shares; 2025Q1: 172,724 shares; 2025Q2: 397,461 shares 397,461 $15.6M 0.02% +224,737 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,447 shares; 2024Q4: 236,856 shares; 2025Q1: 265,246 shares; 2025Q2: 312,940 shares 312,940 $15.6M 0.02% +47,694 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299,751 shares; 2024Q4: 1,448,097 shares; 2025Q1: 1,421,724 shares; 2025Q2: 1,400,851 shares 1,400,851 $15.6M 0.02% -20,873 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,771 shares; 2024Q4: 318,023 shares; 2025Q1: 331,319 shares; 2025Q2: 411,419 shares 411,419 $15.5M 0.02% +80,100 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,507 shares; 2024Q4: 458,958 shares; 2025Q1: 496,305 shares; 2025Q2: 336,246 shares 336,246 $15.4M 0.02% -160,059 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,300 shares; 2024Q4: 696,436 shares; 2025Q1: 937,363 shares; 2025Q2: 1,065,231 shares 1,065,231 $15.3M 0.02% +127,868 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,187 shares; 2024Q4: 58,114 shares; 2025Q1: 60,240 shares; 2025Q2: 62,101 shares 62,101 $15.2M 0.02% +1,861 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,867 shares; 2024Q4: 518,150 shares; 2025Q1: 508,599 shares; 2025Q2: 410,150 shares 410,150 $15.2M 0.02% -98,449 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,825 shares; 2024Q4: 651,258 shares; 2025Q1: 683,531 shares; 2025Q2: 697,799 shares 697,799 $15.1M 0.02% +14,268 Timeline TBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752,198 shares 752,198 $15M 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,114 shares; 2024Q4: 332,159 shares; 2025Q1: 362,523 shares; 2025Q2: 345,644 shares 345,644 $15M 0.02% -16,879 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,201 shares; 2024Q4: 320,725 shares; 2025Q1: 368,604 shares; 2025Q2: 378,667 shares 378,667 $14.9M 0.02% +10,063 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,745 shares; 2024Q4: 124,963 shares; 2025Q1: 376,443 shares; 2025Q2: 409,766 shares 409,766 $14.9M 0.02% +33,323 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,674 shares; 2024Q4: 439,156 shares; 2025Q1: 445,728 shares; 2025Q2: 451,600 shares 451,600 $14.9M 0.02% +5,872 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,609 shares; 2024Q4: 222,315 shares; 2025Q1: 272,612 shares; 2025Q2: 506,254 shares 506,254 $14.9M 0.02% +233,642 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,912 shares; 2024Q4: 609,961 shares; 2025Q1: 599,499 shares; 2025Q2: 585,917 shares 585,917 $14.8M 0.02% -13,582 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,207 shares; 2024Q4: 68,495 shares; 2025Q1: 112,858 shares; 2025Q2: 186,803 shares 186,803 $14.8M 0.02% +73,945 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,790 shares; 2024Q4: 215,625 shares; 2025Q1: 210,188 shares; 2025Q2: 207,410 shares 207,410 $14.8M 0.02% -2,778 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,394 shares; 2024Q4: 420,657 shares; 2025Q1: 304,715 shares; 2025Q2: 361,339 shares 361,339 $14.7M 0.02% +56,624 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,307 shares; 2024Q4: 338,563 shares; 2025Q1: 345,975 shares; 2025Q2: 345,989 shares 345,989 $14.7M 0.02% +14 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,901 shares; 2024Q4: 513,558 shares; 2025Q1: 581,137 shares; 2025Q2: 641,994 shares 641,994 $14.7M 0.02% +60,857 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,714 shares; 2024Q4: 319,603 shares; 2025Q1: 327,732 shares; 2025Q2: 309,744 shares 309,744 $14.7M 0.02% -17,988 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,799 shares; 2024Q4: 613,920 shares; 2025Q1: 705,991 shares; 2025Q2: 694,818 shares 694,818 $14.6M 0.02% -11,173 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,331 shares; 2024Q4: 188,900 shares; 2025Q1: 199,057 shares; 2025Q2: 195,186 shares 195,186 $14.6M 0.02% -3,871 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,554 shares; 2024Q4: 433,085 shares; 2025Q1: 447,801 shares; 2025Q2: 461,269 shares 461,269 $14.5M 0.02% +13,468 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,526 shares; 2024Q4: 375,875 shares; 2025Q1: 434,843 shares; 2025Q2: 387,064 shares 387,064 $14.5M 0.02% -47,779 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,868 shares; 2024Q4: 61,432 shares; 2025Q1: 325,050 shares; 2025Q2: 344,708 shares 344,708 $14.4M 0.02% +19,658 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,037 shares; 2024Q4: 149,098 shares; 2025Q1: 151,262 shares; 2025Q2: 145,071 shares 145,071 $14.4M 0.02% -6,191 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,079 shares; 2024Q4: 210,802 shares; 2025Q1: 226,010 shares; 2025Q2: 243,618 shares 243,618 $14.3M 0.02% +17,608 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,076 shares; 2024Q4: 448,409 shares; 2025Q1: 381,230 shares; 2025Q2: 376,531 shares 376,531 $14.3M 0.02% -4,699 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,920 shares; 2024Q4: 537,991 shares; 2025Q1: 543,484 shares; 2025Q2: 447,635 shares 447,635 $14.3M 0.02% -95,849 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,601 shares; 2024Q4: 240,781 shares; 2025Q1: 412,021 shares; 2025Q2: 203,949 shares 203,949 $14.3M 0.02% -208,072 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,475 shares; 2024Q4: 588,407 shares; 2025Q1: 637,870 shares; 2025Q2: 648,479 shares 648,479 $14.2M 0.02% +10,609 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,046 shares; 2024Q4: 23,306 shares; 2025Q1: 24,796 shares; 2025Q2: 25,017 shares 25,017 $14.2M 0.02% +221 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,283 shares; 2024Q4: 165,515 shares; 2025Q1: 171,233 shares; 2025Q2: 170,366 shares 170,366 $14.2M 0.02% -867 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,812 shares; 2024Q4: 85,585 shares; 2025Q1: 90,216 shares; 2025Q2: 92,095 shares 92,095 $14.2M 0.02% +1,879 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,730 shares; 2024Q4: 120,680 shares; 2025Q1: 113,834 shares; 2025Q2: 111,350 shares 111,350 $14.1M 0.02% -2,484 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,094 shares; 2024Q4: 44,280 shares; 2025Q1: 47,936 shares; 2025Q2: 48,108 shares 48,108 $14.1M 0.02% +172 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,151 shares; 2024Q4: 85,420 shares; 2025Q1: 89,964 shares; 2025Q2: 84,938 shares 84,938 $14.1M 0.02% -5,026 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,182 shares; 2024Q4: 272,165 shares; 2025Q1: 291,371 shares; 2025Q2: 266,020 shares 266,020 $14M 0.02% -25,351 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,324 shares; 2024Q4: 192,433 shares; 2025Q1: 207,843 shares; 2025Q2: 200,548 shares 200,548 $14M 0.02% -7,295 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,972 shares; 2024Q4: 430,970 shares; 2025Q1: 426,128 shares; 2025Q2: 427,979 shares 427,979 $14M 0.02% +1,851 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,968 shares; 2024Q4: 524,198 shares; 2025Q1: 618,457 shares; 2025Q2: 635,948 shares 635,948 $14M 0.02% +17,491 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,368 shares; 2024Q4: 118,148 shares; 2025Q1: 117,647 shares; 2025Q2: 117,678 shares 117,678 $14M 0.02% +31 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,245 shares; 2024Q4: 566,807 shares; 2025Q1: 579,677 shares; 2025Q2: 515,523 shares 515,523 $13.9M 0.02% -64,154 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,794 shares; 2024Q4: 132,203 shares; 2025Q1: 108,051 shares; 2025Q2: 93,865 shares 93,865 $13.9M 0.02% -14,186 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,920 shares; 2024Q4: 286,190 shares; 2025Q1: 306,688 shares; 2025Q2: 302,655 shares 302,655 $13.7M 0.02% -4,033 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,815 shares; 2024Q4: 319,470 shares; 2025Q1: 331,109 shares; 2025Q2: 318,968 shares 318,968 $13.7M 0.02% -12,141 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,211 shares; 2024Q4: 259,034 shares; 2025Q1: 266,696 shares; 2025Q2: 287,137 shares 287,137 $13.6M 0.02% +20,441 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,023 shares; 2024Q4: 40,831 shares; 2025Q1: 226,418 shares; 2025Q2: 139,990 shares 139,990 $13.6M 0.02% -86,428 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,434 shares; 2024Q4: 71,555 shares; 2025Q1: 69,114 shares; 2025Q2: 70,162 shares 70,162 $13.6M 0.02% +1,048 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,825 shares; 2025Q1: 1,817 shares; 2025Q2: 1,841 shares 1,841 $13.6M 0.02% +24 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,305 shares; 2024Q4: 200,134 shares; 2025Q1: 234,821 shares; 2025Q2: 242,517 shares 242,517 $13.6M 0.02% +7,696 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,305 shares 83,305 $13.6M 0.02% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,573 shares; 2024Q4: 296,020 shares; 2025Q1: 419,999 shares; 2025Q2: 285,471 shares 285,471 $13.6M 0.02% -134,528 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,020 shares; 2024Q4: 561,606 shares; 2025Q1: 605,855 shares; 2025Q2: 603,607 shares 603,607 $13.6M 0.02% -2,248 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,384 shares; 2024Q4: 31,967 shares; 2025Q1: 33,259 shares; 2025Q2: 45,236 shares 45,236 $13.6M 0.02% +11,977 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,289 shares; 2024Q4: 1,159,114 shares; 2025Q1: 1,305,391 shares; 2025Q2: 1,384,094 shares 1,384,094 $13.6M 0.02% +78,703 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,831 shares; 2024Q4: 331,539 shares; 2025Q1: 350,697 shares; 2025Q2: 364,982 shares 364,982 $13.5M 0.02% +14,285 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,686 shares; 2025Q1: 4,332 shares; 2025Q2: 271,409 shares 271,409 $13.5M 0.02% +267,077 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,167 shares; 2024Q4: 285,293 shares; 2025Q1: 257,549 shares; 2025Q2: 217,510 shares 217,510 $13.4M 0.02% -40,039 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,825 shares; 2024Q4: 572,936 shares; 2025Q1: 589,810 shares; 2025Q2: 597,469 shares 597,469 $13.4M 0.02% +7,659 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 45,684 shares; 2025Q1: 52,482 shares; 2025Q2: 54,121 shares 54,121 $13.3M 0.02% +1,639 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,479 shares; 2024Q4: 139,704 shares; 2025Q1: 201,743 shares; 2025Q2: 191,712 shares 191,712 $13.3M 0.02% -10,031 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,911 shares; 2024Q4: 92,185 shares; 2025Q1: 128,315 shares; 2025Q2: 126,673 shares 126,673 $13.3M 0.02% -1,642 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,654 shares; 2024Q4: 403,505 shares; 2025Q1: 418,661 shares; 2025Q2: 417,651 shares 417,651 $13.3M 0.02% -1,010 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,008 shares; 2024Q4: 101,361 shares; 2025Q1: 105,967 shares; 2025Q2: 109,195 shares 109,195 $13.3M 0.02% +3,228 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190,536 shares; 2025Q1: 251,072 shares; 2025Q2: 440,154 shares 440,154 $13.3M 0.02% +189,082 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 7,322 shares; 2025Q1: 7,120 shares; 2025Q2: 7,209 shares 7,209 $13.2M 0.02% +89 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,079 shares; 2024Q4: 468,330 shares; 2025Q1: 504,507 shares; 2025Q2: 335,638 shares 335,638 $13.1M 0.02% -168,869 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,181 shares; 2024Q4: 83,605 shares; 2025Q1: 85,116 shares; 2025Q2: 83,018 shares 83,018 $13.1M 0.02% -2,098 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,230 shares; 2024Q4: 477,828 shares; 2025Q1: 502,523 shares; 2025Q2: 548,632 shares 548,632 $13.1M 0.02% +46,109 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,542 shares; 2024Q4: 116,405 shares; 2025Q1: 135,711 shares; 2025Q2: 127,055 shares 127,055 $13.1M 0.02% -8,656 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,388 shares; 2024Q4: 53,222 shares; 2025Q1: 69,073 shares; 2025Q2: 85,163 shares 85,163 $13M 0.02% +16,090 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,832 shares; 2024Q4: 446,589 shares; 2025Q1: 348,440 shares; 2025Q2: 432,000 shares 432,000 $13M 0.02% +83,560 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991,746 shares; 2024Q4: 986,916 shares; 2025Q1: 1,082,365 shares; 2025Q2: 932,377 shares 932,377 $13M 0.02% -149,988 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,008 shares; 2024Q4: 94,863 shares; 2025Q1: 97,181 shares; 2025Q2: 139,842 shares 139,842 $13M 0.02% +42,661 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,385 shares; 2024Q4: 186,327 shares; 2025Q1: 344,930 shares; 2025Q2: 525,775 shares 525,775 $13M 0.02% +180,845 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,846 shares; 2024Q4: 102,279 shares; 2025Q1: 103,319 shares; 2025Q2: 87,200 shares 87,200 $12.9M 0.02% -16,119 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,295 shares; 2024Q4: 100,495 shares; 2025Q1: 99,756 shares; 2025Q2: 98,043 shares 98,043 $12.9M 0.02% -1,713 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,674 shares; 2024Q4: 141,729 shares; 2025Q1: 183,923 shares; 2025Q2: 196,813 shares 196,813 $12.9M 0.02% +12,890 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,989 shares; 2024Q4: 43,598 shares; 2025Q1: 49,823 shares; 2025Q2: 52,888 shares 52,888 $12.9M 0.02% +3,065 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,018 shares; 2024Q4: 122,784 shares; 2025Q1: 121,633 shares; 2025Q2: 313,557 shares 313,557 $12.9M 0.02% +191,924 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,631 shares; 2024Q4: 242,106 shares; 2025Q1: 279,147 shares; 2025Q2: 426,120 shares 426,120 $12.9M 0.02% +146,973 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,834 shares; 2024Q4: 567,703 shares; 2025Q1: 670,739 shares; 2025Q2: 498,815 shares 498,815 $12.8M 0.02% -171,924 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,908 shares; 2024Q4: 275,047 shares; 2025Q1: 242,599 shares; 2025Q2: 222,906 shares 222,906 $12.8M 0.02% -19,693 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,873 shares; 2024Q4: 192,367 shares; 2025Q1: 197,562 shares; 2025Q2: 179,441 shares 179,441 $12.8M 0.02% -18,121 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,418 shares; 2024Q4: 169,039 shares; 2025Q1: 223,303 shares; 2025Q2: 112,764 shares 112,764 $12.8M 0.02% -110,539 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 14,522 shares; 2025Q1: 14,727 shares; 2025Q2: 16,644 shares 16,644 $12.8M 0.02% +1,917 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,690 shares; 2024Q4: 466,783 shares; 2025Q1: 516,060 shares; 2025Q2: 423,201 shares 423,201 $12.7M 0.02% -92,859 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,376 shares; 2024Q4: 86,757 shares; 2025Q1: 97,669 shares; 2025Q2: 88,189 shares 88,189 $12.7M 0.02% -9,480 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,732 shares; 2024Q4: 509,751 shares; 2025Q1: 509,483 shares; 2025Q2: 507,312 shares 507,312 $12.7M 0.02% -2,171 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,612 shares; 2024Q4: 219,681 shares; 2025Q1: 220,800 shares; 2025Q2: 385,735 shares 385,735 $12.7M 0.02% +164,935 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,412 shares; 2024Q4: 146,912 shares; 2025Q1: 143,511 shares; 2025Q2: 142,380 shares 142,380 $12.6M 0.02% -1,131 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,396 shares; 2024Q4: 210,973 shares; 2025Q1: 329,188 shares; 2025Q2: 438,644 shares 438,644 $12.6M 0.02% +109,456 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,917 shares; 2024Q4: 235,116 shares; 2025Q1: 274,014 shares; 2025Q2: 323,608 shares 323,608 $12.6M 0.02% +49,594 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,882 shares; 2024Q4: 86,759 shares; 2025Q1: 88,731 shares; 2025Q2: 86,521 shares 86,521 $12.5M 0.02% -2,210 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,872 shares; 2024Q4: 418,259 shares; 2025Q1: 486,456 shares; 2025Q2: 536,722 shares 536,722 $12.5M 0.02% +50,266 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,434 shares; 2024Q4: 180,705 shares; 2025Q1: 175,615 shares; 2025Q2: 175,329 shares 175,329 $12.5M 0.02% -286 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,790 shares; 2024Q4: 138,619 shares; 2025Q1: 174,259 shares; 2025Q2: 210,980 shares 210,980 $12.5M 0.02% +36,721 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 22,857 shares; 2025Q1: 23,870 shares; 2025Q2: 24,853 shares 24,853 $12.5M 0.02% +983 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,103 shares; 2024Q4: 348,385 shares; 2025Q1: 337,918 shares; 2025Q2: 319,198 shares 319,198 $12.3M 0.02% -18,720 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,197 shares; 2024Q4: 287,397 shares; 2025Q1: 270,764 shares; 2025Q2: 366,346 shares 366,346 $12.2M 0.02% +95,582 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,869 shares; 2024Q4: 343,965 shares; 2025Q1: 392,657 shares; 2025Q2: 432,562 shares 432,562 $12.2M 0.02% +39,905 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,945 shares; 2024Q4: 214,396 shares; 2025Q1: 214,483 shares; 2025Q2: 218,880 shares 218,880 $12.1M 0.02% +4,397 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,507 shares; 2024Q4: 124,851 shares; 2025Q1: 138,179 shares; 2025Q2: 138,790 shares 138,790 $12.1M 0.02% +611 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,231 shares; 2024Q4: 83,501 shares; 2025Q1: 105,486 shares; 2025Q2: 122,465 shares 122,465 $12.1M 0.02% +16,979 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,755 shares; 2024Q4: 347,667 shares; 2025Q1: 320,989 shares; 2025Q2: 329,635 shares 329,635 $12.1M 0.02% +8,646 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,113 shares; 2024Q4: 492,245 shares; 2025Q1: 580,246 shares; 2025Q2: 613,937 shares 613,937 $12.1M 0.02% +33,691 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,894 shares; 2024Q4: 393,264 shares; 2025Q1: 384,436 shares; 2025Q2: 354,471 shares 354,471 $12.1M 0.02% -29,965 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,420 shares; 2024Q4: 193,361 shares; 2025Q1: 203,069 shares; 2025Q2: 197,208 shares 197,208 $12.1M 0.02% -5,861 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,653 shares; 2024Q4: 160,526 shares; 2025Q1: 157,673 shares; 2025Q2: 153,141 shares 153,141 $12M 0.02% -4,532 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,099 shares; 2024Q4: 505,801 shares; 2025Q1: 181,731 shares; 2025Q2: 319,579 shares 319,579 $12M 0.02% +137,848 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,865 shares; 2024Q4: 329,696 shares; 2025Q1: 326,989 shares; 2025Q2: 325,958 shares 325,958 $12M 0.02% -1,031 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,764 shares; 2024Q4: 274,644 shares; 2025Q1: 269,302 shares; 2025Q2: 268,219 shares 268,219 $12M 0.02% -1,083 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,003 shares; 2024Q4: 33,043 shares; 2025Q1: 35,827 shares; 2025Q2: 37,378 shares 37,378 $12M 0.02% +1,551 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,295 shares; 2024Q4: 75,651 shares; 2025Q1: 76,567 shares; 2025Q2: 71,168 shares 71,168 $12M 0.02% -5,399 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,068 shares; 2024Q4: 154,204 shares; 2025Q1: 140,343 shares; 2025Q2: 139,146 shares 139,146 $11.9M 0.02% -1,197 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,717 shares; 2024Q4: 672,867 shares; 2025Q1: 617,298 shares; 2025Q2: 503,996 shares 503,996 $11.9M 0.02% -113,302 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,208 shares; 2024Q4: 57,937 shares; 2025Q1: 59,817 shares; 2025Q2: 60,893 shares 60,893 $11.9M 0.02% +1,076 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,198 shares; 2024Q4: 304,605 shares; 2025Q1: 306,189 shares; 2025Q2: 311,536 shares 311,536 $11.9M 0.02% +5,347 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,816 shares; 2024Q4: 149,266 shares; 2025Q1: 150,844 shares; 2025Q2: 125,065 shares 125,065 $11.9M 0.02% -25,779 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,089 shares; 2024Q4: 96,699 shares; 2025Q1: 97,976 shares; 2025Q2: 97,878 shares 97,878 $11.9M 0.02% -98 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,199 shares; 2024Q4: 193,950 shares; 2025Q1: 196,501 shares; 2025Q2: 203,112 shares 203,112 $11.8M 0.02% +6,611 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,540 shares; 2024Q4: 162,433 shares; 2025Q1: 144,895 shares; 2025Q2: 144,514 shares 144,514 $11.8M 0.02% -381 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,777 shares; 2024Q4: 27,522 shares; 2025Q1: 162,122 shares; 2025Q2: 236,294 shares 236,294 $11.8M 0.02% +74,172 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,546 shares; 2024Q4: 142,769 shares; 2025Q1: 134,213 shares; 2025Q2: 140,745 shares 140,745 $11.7M 0.02% +6,532 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,261 shares; 2024Q4: 139,217 shares; 2025Q1: 243,569 shares; 2025Q2: 266,264 shares 266,264 $11.7M 0.02% +22,695 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,193 shares; 2024Q4: 138,969 shares; 2025Q1: 145,261 shares; 2025Q2: 135,498 shares 135,498 $11.7M 0.02% -9,763 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,537 shares; 2024Q4: 286,085 shares; 2025Q1: 293,874 shares; 2025Q2: 294,025 shares 294,025 $11.7M 0.02% +151 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,779 shares; 2024Q4: 389,940 shares; 2025Q1: 347,489 shares; 2025Q2: 379,403 shares 379,403 $11.6M 0.02% +31,914 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,912 shares; 2024Q4: 271,505 shares; 2025Q1: 300,720 shares; 2025Q2: 275,878 shares 275,878 $11.6M 0.02% -24,842 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,473 shares; 2024Q4: 266,624 shares; 2025Q1: 271,969 shares; 2025Q2: 274,555 shares 274,555 $11.6M 0.02% +2,586 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,024 shares; 2024Q4: 467,030 shares; 2025Q1: 768,134 shares; 2025Q2: 1,364,101 shares 1,364,101 $11.6M 0.02% +595,967 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,712 shares; 2024Q4: 184,882 shares; 2025Q1: 182,125 shares; 2025Q2: 181,300 shares 181,300 $11.6M 0.02% -825 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,270 shares; 2024Q4: 134,495 shares; 2025Q1: 152,410 shares; 2025Q2: 164,776 shares 164,776 $11.5M 0.02% +12,366 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,890 shares; 2024Q4: 306,563 shares; 2025Q1: 614,753 shares; 2025Q2: 387,110 shares 387,110 $11.4M 0.02% -227,643 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,953 shares; 2024Q4: 523,321 shares; 2025Q1: 476,084 shares; 2025Q2: 497,407 shares 497,407 $11.4M 0.02% +21,323 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,517 shares; 2024Q4: 296,100 shares; 2025Q1: 286,887 shares; 2025Q2: 277,673 shares 277,673 $11.4M 0.02% -9,214 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,991 shares; 2024Q4: 251,391 shares; 2025Q1: 245,608 shares; 2025Q2: 230,754 shares 230,754 $11.4M 0.01% -14,854 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,321 shares; 2024Q4: 159,410 shares; 2025Q1: 297,028 shares; 2025Q2: 344,522 shares 344,522 $11.3M 0.01% +47,494 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,493 shares; 2024Q4: 175,517 shares; 2025Q1: 163,980 shares; 2025Q2: 268,610 shares 268,610 $11.3M 0.01% +104,630 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,662 shares; 2024Q4: 130,492 shares; 2025Q1: 122,386 shares; 2025Q2: 124,310 shares 124,310 $11.3M 0.01% +1,924 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,310 shares; 2024Q4: 125,357 shares; 2025Q1: 127,872 shares; 2025Q2: 108,139 shares 108,139 $11.3M 0.01% -19,733 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,550 shares; 2024Q4: 287,292 shares; 2025Q1: 290,365 shares; 2025Q2: 207,830 shares 207,830 $11.3M 0.01% -82,535 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,292 shares; 2024Q4: 107,788 shares; 2025Q1: 115,773 shares; 2025Q2: 119,589 shares 119,589 $11.2M 0.01% +3,816 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,744 shares; 2024Q4: 38,378 shares; 2025Q1: 78,320 shares; 2025Q2: 81,433 shares 81,433 $11.2M 0.01% +3,113 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,604 shares; 2024Q4: 296,367 shares; 2025Q1: 372,963 shares; 2025Q2: 453,964 shares 453,964 $11.2M 0.01% +81,001 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,242 shares; 2024Q4: 105,589 shares; 2025Q1: 100,621 shares; 2025Q2: 95,334 shares 95,334 $11.2M 0.01% -5,287 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 30,015 shares; 2025Q1: 51,691 shares; 2025Q2: 121,473 shares 121,473 $11.2M 0.01% +69,782 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,962 shares; 2024Q4: 140,599 shares; 2025Q1: 233,237 shares; 2025Q2: 389,010 shares 389,010 $11.1M 0.01% +155,773 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,954 shares; 2025Q1: 334,993 shares; 2025Q2: 363,200 shares 363,200 $11.1M 0.01% +28,207 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,694 shares; 2024Q4: 686,444 shares; 2025Q1: 712,723 shares; 2025Q2: 702,944 shares 702,944 $11.1M 0.01% -9,779 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,473 shares; 2024Q4: 630,031 shares; 2025Q1: 742,190 shares; 2025Q2: 782,323 shares 782,323 $11.1M 0.01% +40,133 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,203 shares; 2024Q4: 107,416 shares; 2025Q1: 107,330 shares; 2025Q2: 104,138 shares 104,138 $11.1M 0.01% -3,192 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,180 shares; 2024Q4: 62,413 shares; 2025Q1: 63,199 shares; 2025Q2: 85,947 shares 85,947 $11M 0.01% +22,748 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,415 shares; 2024Q4: 231,144 shares; 2025Q1: 245,761 shares; 2025Q2: 239,872 shares 239,872 $11M 0.01% -5,889 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,348 shares; 2024Q4: 341,720 shares; 2025Q1: 357,747 shares; 2025Q2: 376,025 shares 376,025 $11M 0.01% +18,278 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,942 shares; 2024Q4: 368,827 shares; 2025Q1: 332,255 shares; 2025Q2: 336,327 shares 336,327 $11M 0.01% +4,072 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,319 shares; 2024Q4: 424,143 shares; 2025Q1: 320,498 shares; 2025Q2: 240,906 shares 240,906 $11M 0.01% -79,592 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,397 shares; 2024Q4: 177,719 shares; 2025Q1: 245,622 shares; 2025Q2: 230,631 shares 230,631 $11M 0.01% -14,991 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891,197 shares; 2024Q4: 1,903,700 shares; 2025Q1: 1,892,283 shares; 2025Q2: 1,878,662 shares 1,878,662 $10.9M 0.01% -13,621 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,452 shares; 2024Q4: 152,311 shares; 2025Q1: 153,697 shares; 2025Q2: 218,226 shares 218,226 $10.9M 0.01% +64,529 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,941 shares; 2024Q4: 399,623 shares; 2025Q1: 477,590 shares; 2025Q2: 304,017 shares 304,017 $10.9M 0.01% -173,573 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,368 shares; 2024Q4: 175,112 shares; 2025Q1: 213,407 shares; 2025Q2: 213,723 shares 213,723 $10.9M 0.01% +316 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,556 shares; 2024Q4: 490,746 shares; 2025Q1: 499,259 shares; 2025Q2: 509,827 shares 509,827 $10.9M 0.01% +10,568 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,327 shares; 2024Q4: 150,914 shares; 2025Q1: 143,122 shares; 2025Q2: 159,873 shares 159,873 $10.9M 0.01% +16,751 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,238 shares; 2024Q4: 231,703 shares; 2025Q1: 226,208 shares; 2025Q2: 350,294 shares 350,294 $10.9M 0.01% +124,086 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,377 shares; 2024Q4: 238,980 shares; 2025Q1: 234,532 shares; 2025Q2: 215,827 shares 215,827 $10.8M 0.01% -18,705 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,607 shares; 2024Q4: 239,771 shares; 2025Q1: 232,553 shares; 2025Q2: 229,662 shares 229,662 $10.8M 0.01% -2,891 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,167 shares; 2024Q4: 44,871 shares; 2025Q1: not reported; 2025Q2: 236,912 shares 236,912 $10.8M 0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,260 shares; 2024Q4: 668,506 shares; 2025Q1: 697,072 shares; 2025Q2: 383,617 shares 383,617 $10.8M 0.01% -313,455 Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,352 shares; 2024Q4: 452,869 shares; 2025Q1: 413,304 shares; 2025Q2: 418,022 shares 418,022 $10.7M 0.01% +4,718 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,078 shares; 2024Q4: 199,513 shares; 2025Q1: 203,522 shares; 2025Q2: 319,145 shares 319,145 $10.7M 0.01% +115,623 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,897 shares; 2024Q4: 223,225 shares; 2025Q1: 218,985 shares; 2025Q2: 197,152 shares 197,152 $10.7M 0.01% -21,833 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 22,180 shares; 2025Q1: 39,420 shares; 2025Q2: 44,274 shares 44,274 $10.7M 0.01% +4,854 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,703 shares; 2024Q4: 341,099 shares; 2025Q1: 346,278 shares; 2025Q2: 335,967 shares 335,967 $10.7M 0.01% -10,311 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,049 shares; 2024Q4: 121,036 shares; 2025Q1: 129,393 shares; 2025Q2: 129,123 shares 129,123 $10.7M 0.01% -270 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,661 shares; 2024Q4: 140,970 shares; 2025Q1: 140,282 shares; 2025Q2: 143,099 shares 143,099 $10.7M 0.01% +2,817 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,399 shares; 2024Q4: 307,606 shares; 2025Q1: 303,114 shares; 2025Q2: 360,514 shares 360,514 $10.7M 0.01% +57,400 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,958 shares; 2024Q4: 241,099 shares; 2025Q1: 250,471 shares; 2025Q2: 235,518 shares 235,518 $10.6M 0.01% -14,953 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,493 shares; 2024Q4: 227,517 shares; 2025Q1: 342,998 shares; 2025Q2: 256,535 shares 256,535 $10.6M 0.01% -86,463 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,568 shares; 2024Q4: 182,673 shares; 2025Q1: 178,547 shares; 2025Q2: 157,063 shares 157,063 $10.6M 0.01% -21,484 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 21,851 shares; 2025Q1: 22,101 shares; 2025Q2: 21,611 shares 21,611 $10.6M 0.01% -490 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,240 shares; 2024Q4: 125,024 shares; 2025Q1: 154,712 shares; 2025Q2: 130,892 shares 130,892 $10.6M 0.01% -23,820 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,371 shares; 2024Q4: 280,469 shares; 2025Q1: 197,716 shares; 2025Q2: 269,081 shares 269,081 $10.5M 0.01% +71,365 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,070 shares; 2024Q4: 28,368 shares; 2025Q1: 61,406 shares; 2025Q2: 58,619 shares 58,619 $10.5M 0.01% -2,787 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,891 shares; 2024Q4: 437,088 shares; 2025Q1: 459,602 shares; 2025Q2: 407,645 shares 407,645 $10.5M 0.01% -51,957 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,444 shares; 2024Q4: 103,593 shares; 2025Q1: 102,352 shares; 2025Q2: 107,172 shares 107,172 $10.5M 0.01% +4,820 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,444 shares; 2024Q4: 69,698 shares; 2025Q1: 71,871 shares; 2025Q2: 48,164 shares 48,164 $10.5M 0.01% -23,707 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,184 shares; 2024Q4: 154,263 shares; 2025Q1: 153,829 shares; 2025Q2: 204,781 shares 204,781 $10.5M 0.01% +50,952 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,940 shares; 2024Q4: 62,437 shares; 2025Q1: 57,554 shares; 2025Q2: 55,800 shares 55,800 $10.5M 0.01% -1,754 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,127 shares; 2024Q4: 221,734 shares; 2025Q1: 238,753 shares; 2025Q2: 219,025 shares 219,025 $10.5M 0.01% -19,728 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,559 shares; 2024Q4: 257,630 shares; 2025Q1: 253,774 shares; 2025Q2: 258,427 shares 258,427 $10.5M 0.01% +4,653 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,497 shares; 2025Q2: 517,000 shares 517,000 $10.5M 0.01% +506,503 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,779 shares; 2024Q4: 671,602 shares; 2025Q1: 707,151 shares; 2025Q2: 626,648 shares 626,648 $10.5M 0.01% -80,503 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,646 shares; 2024Q4: 51,341 shares; 2025Q1: 58,540 shares; 2025Q2: 64,928 shares 64,928 $10.5M 0.01% +6,388 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,598 shares; 2024Q4: 69,903 shares; 2025Q1: 78,212 shares; 2025Q2: 89,839 shares 89,839 $10.5M 0.01% +11,627 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,311 shares; 2024Q4: 333,542 shares; 2025Q1: 274,185 shares; 2025Q2: 257,818 shares 257,818 $10.5M 0.01% -16,367 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,984 shares; 2024Q4: 19,904 shares; 2025Q1: 19,735 shares; 2025Q2: 445,119 shares 445,119 $10.5M 0.01% +425,384 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,127 shares; 2024Q4: 163,558 shares; 2025Q1: 164,001 shares; 2025Q2: 133,249 shares 133,249 $10.4M 0.01% -30,752 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,528 shares; 2024Q4: 264,737 shares; 2025Q1: 288,208 shares; 2025Q2: 248,950 shares 248,950 $10.4M 0.01% -39,258 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,542 shares; 2024Q4: 90,013 shares; 2025Q1: 90,308 shares; 2025Q2: 74,371 shares 74,371 $10.3M 0.01% -15,937 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,357 shares; 2024Q4: 374,427 shares; 2025Q1: 451,953 shares; 2025Q2: 490,527 shares 490,527 $10.3M 0.01% +38,574 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,712 shares; 2024Q4: 1,132,035 shares; 2025Q1: 1,182,566 shares; 2025Q2: 1,180,610 shares 1,180,610 $10.3M 0.01% -1,956 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,990 shares; 2024Q4: 121,173 shares; 2025Q1: 157,021 shares; 2025Q2: 164,655 shares 164,655 $10.3M 0.01% +7,634 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,946 shares; 2024Q4: 73,507 shares; 2025Q1: 83,115 shares; 2025Q2: 93,407 shares 93,407 $10.3M 0.01% +10,292 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,240 shares; 2024Q4: 152,430 shares; 2025Q1: 137,359 shares; 2025Q2: 123,514 shares 123,514 $10.2M 0.01% -13,845 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,954 shares; 2024Q4: 290,985 shares; 2025Q1: 304,686 shares; 2025Q2: 302,155 shares 302,155 $10.2M 0.01% -2,531 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,204 shares; 2024Q4: 82,149 shares; 2025Q1: 83,876 shares; 2025Q2: 78,839 shares 78,839 $10.2M 0.01% -5,037 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,568 shares; 2025Q1: 9,904 shares; 2025Q2: 9,775 shares 9,775 $10.2M 0.01% -129 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,413 shares; 2024Q4: 178,184 shares; 2025Q1: 307,240 shares; 2025Q2: 243,783 shares 243,783 $10.1M 0.01% -63,457 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,643 shares; 2024Q4: 152,025 shares; 2025Q1: 176,179 shares; 2025Q2: 199,280 shares 199,280 $10.1M 0.01% +23,101 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,318 shares; 2024Q4: 284,978 shares; 2025Q1: 267,661 shares; 2025Q2: 346,488 shares 346,488 $10.1M 0.01% +78,827 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,895 shares; 2024Q4: 62,998 shares; 2025Q1: 64,320 shares; 2025Q2: 62,736 shares 62,736 $10.1M 0.01% -1,584 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,796 shares; 2024Q4: 634,217 shares; 2025Q1: 660,028 shares; 2025Q2: 400,115 shares 400,115 $10.1M 0.01% -259,913 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,759 shares; 2024Q4: 241,831 shares; 2025Q1: 248,665 shares; 2025Q2: 259,027 shares 259,027 $10.1M 0.01% +10,362 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,837 shares; 2024Q4: 21,471 shares; 2025Q1: 23,944 shares; 2025Q2: 24,673 shares 24,673 $10M 0.01% +729 CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,211 shares; 2025Q1: 129,293 shares; 2025Q2: 343,855 shares 343,855 $10M 0.01% +214,562 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,032 shares; 2024Q4: 161,711 shares; 2025Q1: 149,001 shares; 2025Q2: 146,525 shares 146,525 $10M 0.01% -2,476 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,570 shares; 2024Q4: 108,065 shares; 2025Q1: 111,237 shares; 2025Q2: 112,124 shares 112,124 $10M 0.01% +887 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,406 shares; 2024Q4: 42,991 shares; 2025Q1: 39,595 shares; 2025Q2: 353,689 shares 353,689 $10M 0.01% +314,094 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,515 shares; 2024Q4: 87,893 shares; 2025Q1: 241,497 shares; 2025Q2: 249,345 shares 249,345 $9.99M 0.01% +7,848 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479,595 shares 479,595 $9.98M 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,585 shares; 2024Q4: 138,298 shares; 2025Q1: 136,739 shares; 2025Q2: 135,709 shares 135,709 $9.97M 0.01% -1,030 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,248 shares; 2024Q4: 128,656 shares; 2025Q1: 116,662 shares; 2025Q2: 360,909 shares 360,909 $9.94M 0.01% +244,247 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,134 shares; 2024Q4: 126,330 shares; 2025Q1: 124,310 shares; 2025Q2: 118,937 shares 118,937 $9.93M 0.01% -5,373 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,193 shares; 2024Q4: 312,357 shares; 2025Q1: 330,420 shares; 2025Q2: 310,266 shares 310,266 $9.92M 0.01% -20,154 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,136 shares; 2024Q4: 180,673 shares; 2025Q1: 354,722 shares; 2025Q2: 364,386 shares 364,386 $9.91M 0.01% +9,664 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,875 shares; 2024Q4: 476,602 shares; 2025Q1: 505,984 shares; 2025Q2: 564,268 shares 564,268 $9.88M 0.01% +58,284 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,461 shares; 2024Q4: 477,385 shares; 2025Q1: 544,277 shares; 2025Q2: 542,158 shares 542,158 $9.87M 0.01% -2,119 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,969 shares; 2024Q4: 200,074 shares; 2025Q1: 195,056 shares; 2025Q2: 186,687 shares 186,687 $9.85M 0.01% -8,369 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,110 shares; 2024Q4: 278,760 shares; 2025Q1: 290,901 shares; 2025Q2: 307,373 shares 307,373 $9.84M 0.01% +16,472 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,135 shares; 2024Q4: 213,203 shares; 2025Q1: 104,623 shares; 2025Q2: 189,488 shares 189,488 $9.84M 0.01% +84,865 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 16,474 shares; 2025Q1: 16,725 shares; 2025Q2: 18,305 shares 18,305 $9.82M 0.01% +1,580 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,241 shares; 2024Q4: 120,179 shares; 2025Q1: 118,577 shares; 2025Q2: 102,221 shares 102,221 $9.82M 0.01% -16,356 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 122,593 shares; 2025Q1: 145,224 shares; 2025Q2: 129,263 shares 129,263 $9.79M 0.01% -15,961 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,398 shares; 2024Q4: 345,356 shares; 2025Q1: 434,545 shares; 2025Q2: 477,748 shares 477,748 $9.79M 0.01% +43,203 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,047 shares; 2024Q4: 340,659 shares; 2025Q1: 340,885 shares; 2025Q2: 216,882 shares 216,882 $9.77M 0.01% -124,003 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,419 shares; 2024Q4: 184,041 shares; 2025Q1: 385,094 shares; 2025Q2: 376,601 shares 376,601 $9.76M 0.01% -8,493 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,370 shares; 2024Q4: 214,315 shares; 2025Q1: 202,504 shares; 2025Q2: 303,114 shares 303,114 $9.75M 0.01% +100,610 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,917 shares; 2024Q4: 84,039 shares; 2025Q1: 89,513 shares; 2025Q2: 74,159 shares 74,159 $9.75M 0.01% -15,354 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,796 shares; 2024Q4: 179,102 shares; 2025Q1: 223,143 shares; 2025Q2: 192,412 shares 192,412 $9.75M 0.01% -30,731 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,604 shares; 2025Q1: 114,975 shares; 2025Q2: 334,777 shares 334,777 $9.74M 0.01% +219,802 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,081 shares; 2024Q4: 337,468 shares; 2025Q1: 355,211 shares; 2025Q2: 361,628 shares 361,628 $9.7M 0.01% +6,417 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,858 shares; 2024Q4: 128,898 shares; 2025Q1: 120,627 shares; 2025Q2: 130,347 shares 130,347 $9.68M 0.01% +9,720 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,994 shares; 2024Q4: 698,285 shares; 2025Q1: 668,024 shares; 2025Q2: 651,388 shares 651,388 $9.67M 0.01% -16,636 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,587 shares; 2024Q4: 98,795 shares; 2025Q1: 95,317 shares; 2025Q2: 93,216 shares 93,216 $9.66M 0.01% -2,101 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,032 shares; 2024Q4: 350,675 shares; 2025Q1: 270,617 shares; 2025Q2: 265,307 shares 265,307 $9.66M 0.01% -5,310 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 320,912 shares; 2025Q1: 303,878 shares; 2025Q2: 256,940 shares 256,940 $9.66M 0.01% -46,938 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,611 shares; 2024Q4: 102,115 shares; 2025Q1: 112,376 shares; 2025Q2: 95,424 shares 95,424 $9.66M 0.01% -16,952 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,447 shares; 2024Q4: 217,552 shares; 2025Q1: 209,717 shares; 2025Q2: 240,476 shares 240,476 $9.65M 0.01% +30,759 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,670 shares; 2025Q2: 303,821 shares 303,821 $9.64M 0.01% +235,151 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,401 shares; 2024Q4: 183,632 shares; 2025Q1: 178,747 shares; 2025Q2: 187,484 shares 187,484 $9.64M 0.01% +8,737 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,493 shares; 2024Q4: 52,780 shares; 2025Q1: 107,995 shares; 2025Q2: 160,837 shares 160,837 $9.61M 0.01% +52,842 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,986 shares; 2024Q4: 62,961 shares; 2025Q1: 61,677 shares; 2025Q2: 65,181 shares 65,181 $9.57M 0.01% +3,504 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,314 shares; 2024Q4: 170,646 shares; 2025Q1: 198,508 shares; 2025Q2: 188,668 shares 188,668 $9.57M 0.01% -9,840 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,573 shares; 2024Q4: 114,401 shares; 2025Q1: 111,419 shares; 2025Q2: 142,423 shares 142,423 $9.55M 0.01% +31,004 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,617 shares; 2024Q4: 349,070 shares; 2025Q1: 351,752 shares; 2025Q2: 363,327 shares 363,327 $9.52M 0.01% +11,575 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,387 shares; 2024Q4: 59,639 shares; 2025Q1: 102,041 shares; 2025Q2: 223,276 shares 223,276 $9.46M 0.01% +121,235 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,456 shares; 2024Q4: 129,235 shares; 2025Q1: 124,426 shares; 2025Q2: 107,580 shares 107,580 $9.45M 0.01% -16,846 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,342 shares; 2024Q4: 78,758 shares; 2025Q1: 78,637 shares; 2025Q2: 71,308 shares 71,308 $9.45M 0.01% -7,329 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 38,888 shares; 2025Q1: 102,480 shares; 2025Q2: 327,297 shares 327,297 $9.43M 0.01% +224,817 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,021 shares; 2024Q4: 213,999 shares; 2025Q1: 196,651 shares; 2025Q2: 193,801 shares 193,801 $9.43M 0.01% -2,850 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,527 shares; 2024Q4: 135,948 shares; 2025Q1: 175,826 shares; 2025Q2: 187,364 shares 187,364 $9.43M 0.01% +11,538 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,860 shares; 2024Q4: 117,355 shares; 2025Q1: 111,175 shares; 2025Q2: 110,418 shares 110,418 $9.42M 0.01% -757 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,117 shares; 2025Q2: 218,320 shares 218,320 $9.42M 0.01% +103,203 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,658 shares; 2024Q4: 211,475 shares; 2025Q1: 177,715 shares; 2025Q2: 178,170 shares 178,170 $9.4M 0.01% +455 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 20,199 shares; 2025Q1: 20,774 shares; 2025Q2: 55,698 shares 55,698 $9.39M 0.01% +34,924 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,771 shares; 2024Q4: 130,544 shares; 2025Q1: 236,983 shares; 2025Q2: 293,903 shares 293,903 $9.39M 0.01% +56,920 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,552 shares; 2024Q4: 94,734 shares; 2025Q1: 93,623 shares; 2025Q2: 92,669 shares 92,669 $9.35M 0.01% -954 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,472 shares; 2024Q4: 721,914 shares; 2025Q1: 743,866 shares; 2025Q2: 769,784 shares 769,784 $9.33M 0.01% +25,918 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,393 shares; 2024Q4: 106,214 shares; 2025Q1: 104,036 shares; 2025Q2: 105,941 shares 105,941 $9.32M 0.01% +1,905 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,014 shares; 2025Q1: 18,419 shares; 2025Q2: 17,755 shares 17,755 $9.32M 0.01% -664 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,396 shares; 2024Q4: 92,813 shares; 2025Q1: 94,241 shares; 2025Q2: 111,665 shares 111,665 $9.31M 0.01% +17,424 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,274 shares; 2024Q4: 201,217 shares; 2025Q1: 241,811 shares; 2025Q2: 302,164 shares 302,164 $9.31M 0.01% +60,353 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,258 shares; 2024Q4: 95,143 shares; 2025Q1: 128,404 shares; 2025Q2: 104,019 shares 104,019 $9.3M 0.01% -24,385 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,889 shares; 2024Q4: 133,320 shares; 2025Q1: 201,581 shares; 2025Q2: 284,867 shares 284,867 $9.27M 0.01% +83,286 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,877 shares; 2024Q4: 197,150 shares; 2025Q1: 249,111 shares; 2025Q2: 184,808 shares 184,808 $9.26M 0.01% -64,303 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,630 shares; 2024Q4: 368,631 shares; 2025Q1: 394,356 shares; 2025Q2: 395,444 shares 395,444 $9.24M 0.01% +1,088 XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,336 shares; 2024Q4: 314,043 shares; 2025Q1: 428,266 shares; 2025Q2: 581,595 shares 581,595 $9.24M 0.01% +153,329 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,070 shares; 2024Q4: 160,137 shares; 2025Q1: 170,926 shares; 2025Q2: 116,110 shares 116,110 $9.23M 0.01% -54,816 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,139 shares; 2024Q4: 127,012 shares; 2025Q1: 132,602 shares; 2025Q2: 136,774 shares 136,774 $9.22M 0.01% +4,172 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,972 shares; 2024Q4: 62,622 shares; 2025Q1: 61,751 shares; 2025Q2: 56,364 shares 56,364 $9.21M 0.01% -5,387 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,101 shares; 2024Q4: 62,095 shares; 2025Q1: 64,033 shares; 2025Q2: 35,290 shares 35,290 $9.2M 0.01% -28,743 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,875 shares; 2024Q4: 214,525 shares; 2025Q1: 225,988 shares; 2025Q2: 204,639 shares 204,639 $9.2M 0.01% -21,349 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,841 shares; 2024Q4: 304,512 shares; 2025Q1: 305,050 shares; 2025Q2: 325,242 shares 325,242 $9.18M 0.01% +20,192 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,329 shares; 2024Q4: 184,807 shares; 2025Q1: 224,928 shares; 2025Q2: 226,879 shares 226,879 $9.18M 0.01% +1,951 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,519 shares; 2024Q4: 229,186 shares; 2025Q1: 234,493 shares; 2025Q2: 266,359 shares 266,359 $9.16M 0.01% +31,866 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,391 shares; 2024Q4: 1,558,158 shares; 2025Q1: 1,556,779 shares; 2025Q2: 1,579,641 shares 1,579,641 $9.16M 0.01% +22,862 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,275 shares; 2024Q4: 144,328 shares; 2025Q1: 303,455 shares; 2025Q2: 328,417 shares 328,417 $9.16M 0.01% +24,962 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,969 shares; 2024Q4: 303,424 shares; 2025Q1: 248,612 shares; 2025Q2: 164,096 shares 164,096 $9.14M 0.01% -84,516 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,213 shares; 2024Q4: 910,426 shares; 2025Q1: 939,232 shares; 2025Q2: 994,022 shares 994,022 $9.13M 0.01% +54,790 PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,189 shares; 2024Q4: 666,298 shares; 2025Q1: 672,177 shares; 2025Q2: 676,091 shares 676,091 $9.11M 0.01% +3,914 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,504 shares; 2024Q4: 70,148 shares; 2025Q1: 66,535 shares; 2025Q2: 89,769 shares 89,769 $9.1M 0.01% +23,234 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 35,913 shares; 2025Q1: 76,413 shares; 2025Q2: 136,058 shares 136,058 $9.1M 0.01% +59,645 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,357 shares; 2024Q4: 183,727 shares; 2025Q1: 169,428 shares; 2025Q2: 114,111 shares 114,111 $9.06M 0.01% -55,317 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 12,749 shares; 2025Q1: 15,693 shares; 2025Q2: 25,866 shares 25,866 $9.05M 0.01% +10,173 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,740 shares; 2024Q4: 72,091 shares; 2025Q1: 74,565 shares; 2025Q2: 60,674 shares 60,674 $9.04M 0.01% -13,891 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,223 shares; 2024Q4: 202,391 shares; 2025Q1: 195,050 shares; 2025Q2: 174,478 shares 174,478 $9.03M 0.01% -20,572 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,635 shares 252,635 $9.03M 0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,640 shares; 2024Q4: 299,677 shares; 2025Q1: 358,112 shares; 2025Q2: 372,149 shares 372,149 $9.01M 0.01% +14,037 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,292 shares; 2024Q4: 73,682 shares; 2025Q1: 74,034 shares; 2025Q2: 74,346 shares 74,346 $8.99M 0.01% +312 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,916 shares; 2024Q4: 26,903 shares; 2025Q1: 23,768 shares; 2025Q2: 25,109 shares 25,109 $8.96M 0.01% +1,341 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,042 shares; 2024Q4: 199,496 shares; 2025Q1: 212,620 shares; 2025Q2: 229,677 shares 229,677 $8.94M 0.01% +17,057 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,606 shares; 2024Q4: 107,921 shares; 2025Q1: 88,362 shares; 2025Q2: 74,519 shares 74,519 $8.91M 0.01% -13,843 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,759 shares; 2024Q4: 116,683 shares; 2025Q1: 118,643 shares; 2025Q2: 105,053 shares 105,053 $8.9M 0.01% -13,590 Timeline SPUC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,185 shares; 2024Q4: 263,264 shares; 2025Q1: 276,728 shares; 2025Q2: 198,666 shares 198,666 $8.88M 0.01% -78,062 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,206 shares; 2024Q4: 229,497 shares; 2025Q1: 309,980 shares; 2025Q2: 274,224 shares 274,224 $8.88M 0.01% -35,756 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,974 shares; 2024Q4: 62,177 shares; 2025Q1: 65,453 shares; 2025Q2: 67,102 shares 67,102 $8.88M 0.01% +1,649 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,078 shares; 2024Q4: 81,801 shares; 2025Q1: 95,428 shares; 2025Q2: 130,070 shares 130,070 $8.84M 0.01% +34,642 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,278 shares; 2024Q4: 451,201 shares; 2025Q1: 460,178 shares; 2025Q2: 452,065 shares 452,065 $8.83M 0.01% -8,113 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,452 shares; 2024Q4: 39,921 shares; 2025Q1: 47,892 shares; 2025Q2: 48,124 shares 48,124 $8.83M 0.01% +232 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,836 shares; 2024Q4: 54,921 shares; 2025Q1: 135,962 shares; 2025Q2: 417,459 shares 417,459 $8.78M 0.01% +281,497 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,453 shares; 2024Q4: 202,996 shares; 2025Q1: 351,233 shares; 2025Q2: 345,959 shares 345,959 $8.75M 0.01% -5,274 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,044 shares; 2024Q4: 28,076 shares; 2025Q1: 47,826 shares; 2025Q2: 86,842 shares 86,842 $8.72M 0.01% +39,016 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 21,784 shares; 2025Q1: 22,262 shares; 2025Q2: 28,283 shares 28,283 $8.71M 0.01% +6,021 Timeline