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; 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; 2025Q3: 627,914 shares 627,914 $23.7M 0.03% -7,252 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,398 shares; 2024Q4: 80,829 shares; 2025Q1: 85,909 shares; 2025Q2: 79,946 shares; 2025Q3: 83,713 shares 83,713 $23.6M 0.03% +3,767 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,616 shares; 2024Q4: 51,480 shares; 2025Q1: 51,833 shares; 2025Q2: 51,008 shares; 2025Q3: 48,457 shares 48,457 $23.6M 0.03% -2,551 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,908 shares; 2024Q4: 142,307 shares; 2025Q1: 143,051 shares; 2025Q2: 140,625 shares; 2025Q3: 122,544 shares 122,544 $23.6M 0.03% -18,081 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,933 shares; 2024Q4: 400,390 shares; 2025Q1: 418,549 shares; 2025Q2: 816,641 shares; 2025Q3: 906,690 shares 906,690 $23.4M 0.03% +90,049 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,646 shares; 2024Q4: 142,115 shares; 2025Q1: 144,868 shares; 2025Q2: 131,205 shares; 2025Q3: 117,335 shares 117,335 $23.3M 0.03% -13,870 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,018 shares; 2024Q4: 305,622 shares; 2025Q1: 325,623 shares; 2025Q2: 375,074 shares; 2025Q3: 376,972 shares 376,972 $23.1M 0.03% +1,898 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,049 shares; 2024Q4: 301,699 shares; 2025Q1: 298,763 shares; 2025Q2: 287,713 shares; 2025Q3: 280,852 shares 280,852 $23.1M 0.03% -6,861 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,273 shares; 2024Q4: 898,414 shares; 2025Q1: 1,181,475 shares; 2025Q2: 621,017 shares; 2025Q3: 581,654 shares 581,654 $23M 0.03% -39,363 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,992 shares; 2024Q4: 150,109 shares; 2025Q1: 172,761 shares; 2025Q2: 171,854 shares; 2025Q3: 162,418 shares 162,418 $23M 0.03% -9,436 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,176 shares; 2024Q4: 577,562 shares; 2025Q1: 565,990 shares; 2025Q2: 678,963 shares; 2025Q3: 668,047 shares 668,047 $23M 0.03% -10,916 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,510 shares; 2024Q4: 253,467 shares; 2025Q1: 214,596 shares; 2025Q2: 199,413 shares; 2025Q3: 178,522 shares 178,522 $22.9M 0.03% -20,891 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,999 shares; 2024Q4: 241,942 shares; 2025Q1: 241,683 shares; 2025Q2: 241,942 shares; 2025Q3: 252,425 shares 252,425 $22.8M 0.03% +10,483 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,674 shares; 2024Q4: 141,729 shares; 2025Q1: 183,923 shares; 2025Q2: 196,813 shares; 2025Q3: 298,625 shares 298,625 $22.8M 0.03% +101,812 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,427 shares; 2024Q4: 64,120 shares; 2025Q1: 65,744 shares; 2025Q2: 59,398 shares; 2025Q3: 58,285 shares 58,285 $22.8M 0.03% -1,113 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,654 shares; 2024Q4: 631,724 shares; 2025Q1: 629,296 shares; 2025Q2: 612,786 shares; 2025Q3: 581,324 shares 581,324 $22.8M 0.03% -31,462 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,372 shares; 2024Q4: 72,775 shares; 2025Q1: 74,542 shares; 2025Q2: 77,213 shares; 2025Q3: 76,730 shares 76,730 $22.7M 0.03% -483 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,810 shares; 2024Q4: 1,070,553 shares; 2025Q1: 1,096,421 shares; 2025Q2: 1,108,782 shares; 2025Q3: 1,103,057 shares 1,103,057 $22.7M 0.03% -5,725 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,259 shares; 2024Q4: 119,700 shares; 2025Q1: 123,280 shares; 2025Q2: 92,120 shares; 2025Q3: 82,423 shares 82,423 $22.6M 0.03% -9,697 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,550 shares; 2024Q4: 335,330 shares; 2025Q1: 319,799 shares; 2025Q2: 197,446 shares; 2025Q3: 202,322 shares 202,322 $22.6M 0.03% +4,876 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,861 shares; 2024Q4: 227,915 shares; 2025Q1: 253,364 shares; 2025Q2: 237,347 shares; 2025Q3: 229,554 shares 229,554 $22.4M 0.03% -7,793 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,579 shares; 2024Q4: 293,044 shares; 2025Q1: 261,030 shares; 2025Q2: 243,460 shares; 2025Q3: 237,506 shares 237,506 $22.4M 0.03% -5,954 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,303 shares; 2024Q4: 521,398 shares; 2025Q1: 470,147 shares; 2025Q2: 391,367 shares; 2025Q3: 325,869 shares 325,869 $22.4M 0.03% -65,498 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,742 shares; 2024Q4: 136,915 shares; 2025Q1: 155,783 shares; 2025Q2: 164,954 shares; 2025Q3: 152,523 shares 152,523 $22.3M 0.03% -12,431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,867 shares; 2024Q4: 518,150 shares; 2025Q1: 508,599 shares; 2025Q2: 410,150 shares; 2025Q3: 577,045 shares 577,045 $22.3M 0.03% +166,895 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,710 shares; 2024Q4: 555,222 shares; 2025Q1: 777,229 shares; 2025Q2: 849,665 shares; 2025Q3: 859,867 shares 859,867 $22.3M 0.03% +10,202 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,776 shares; 2024Q4: 739,560 shares; 2025Q1: 741,119 shares; 2025Q2: 706,052 shares; 2025Q3: 670,969 shares 670,969 $22.2M 0.03% -35,083 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,740 shares; 2024Q4: 522,941 shares; 2025Q1: 555,152 shares; 2025Q2: 608,877 shares; 2025Q3: 504,843 shares 504,843 $22.2M 0.03% -104,034 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,474 shares; 2024Q4: 1,135,609 shares; 2025Q1: 1,259,805 shares; 2025Q2: 1,159,645 shares; 2025Q3: 1,088,018 shares 1,088,018 $22.2M 0.03% -71,627 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,101 shares; 2024Q4: 62,095 shares; 2025Q1: 64,033 shares; 2025Q2: 35,290 shares; 2025Q3: 72,113 shares 72,113 $22.2M 0.03% +36,823 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,372 shares; 2024Q4: 420,216 shares; 2025Q1: 452,844 shares; 2025Q2: 454,459 shares; 2025Q3: 438,923 shares 438,923 $22.1M 0.03% -15,536 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,429 shares; 2024Q4: 155,373 shares; 2025Q1: 185,150 shares; 2025Q2: 220,928 shares; 2025Q3: 213,092 shares 213,092 $22M 0.03% -7,836 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,386 shares; 2024Q4: 332,214 shares; 2025Q1: 469,963 shares; 2025Q2: 569,158 shares; 2025Q3: 438,310 shares 438,310 $22M 0.03% -130,848 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,166 shares; 2024Q4: 102,911 shares; 2025Q1: 211,505 shares; 2025Q2: 174,652 shares; 2025Q3: 161,980 shares 161,980 $22M 0.03% -12,672 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,475 shares; 2024Q4: 531,249 shares; 2025Q1: 507,770 shares; 2025Q2: 494,646 shares; 2025Q3: 422,247 shares 422,247 $21.9M 0.03% -72,399 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,931 shares; 2024Q4: 197,852 shares; 2025Q1: 202,990 shares; 2025Q2: 270,105 shares; 2025Q3: 272,231 shares 272,231 $21.9M 0.03% +2,126 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474,034 shares; 2024Q4: 2,170,537 shares; 2025Q1: 2,182,868 shares; 2025Q2: 2,070,589 shares; 2025Q3: 1,828,587 shares 1,828,587 $21.9M 0.03% -242,002 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,003 shares; 2024Q4: 135,427 shares; 2025Q1: 134,676 shares; 2025Q2: 135,647 shares; 2025Q3: 130,149 shares 130,149 $21.9M 0.03% -5,498 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,282 shares; 2024Q4: 326,888 shares; 2025Q1: 370,786 shares; 2025Q2: 383,892 shares; 2025Q3: 386,449 shares 386,449 $21.8M 0.03% +2,557 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,464 shares; 2024Q4: 432,904 shares; 2025Q1: 608,108 shares; 2025Q2: 619,443 shares; 2025Q3: 449,991 shares 449,991 $21.8M 0.03% -169,452 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,890 shares; 2024Q4: 367,801 shares; 2025Q1: 601,675 shares; 2025Q2: 606,068 shares; 2025Q3: 687,175 shares 687,175 $21.7M 0.03% +81,107 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,224 shares; 2024Q4: 165,211 shares; 2025Q1: 173,181 shares; 2025Q2: 201,001 shares; 2025Q3: 164,210 shares 164,210 $21.6M 0.03% -36,791 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,641 shares; 2024Q4: 925,220 shares; 2025Q1: 1,034,132 shares; 2025Q2: 1,063,178 shares; 2025Q3: 435,442 shares 435,442 $21.5M 0.03% -627,736 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,315 shares; 2024Q4: 45,879 shares; 2025Q1: 49,501 shares; 2025Q2: 50,834 shares; 2025Q3: 43,680 shares 43,680 $21.5M 0.03% -7,154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,717 shares; 2024Q4: 672,867 shares; 2025Q1: 617,298 shares; 2025Q2: 503,996 shares; 2025Q3: 511,065 shares 511,065 $21.4M 0.03% +7,069 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,285 shares; 2024Q4: 585,088 shares; 2025Q1: 462,491 shares; 2025Q2: 460,929 shares; 2025Q3: 563,104 shares 563,104 $21.4M 0.03% +102,175 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,518 shares; 2024Q4: 299,468 shares; 2025Q1: 294,113 shares; 2025Q2: 191,924 shares; 2025Q3: 193,201 shares 193,201 $21.3M 0.03% +1,277 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,504 shares; 2024Q4: 125,229 shares; 2025Q1: 195,222 shares; 2025Q2: 270,069 shares; 2025Q3: 324,041 shares 324,041 $21.3M 0.03% +53,972 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 150,745 shares; 2025Q1: 150,889 shares; 2025Q2: 154,478 shares; 2025Q3: 106,604 shares 106,604 $21.3M 0.03% -47,874 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,752 shares; 2024Q4: 902,396 shares; 2025Q1: 1,013,961 shares; 2025Q2: 767,257 shares; 2025Q3: 765,069 shares 765,069 $21.1M 0.03% -2,188 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,890 shares; 2024Q4: 338,784 shares; 2025Q1: 289,898 shares; 2025Q2: 259,076 shares; 2025Q3: 247,385 shares 247,385 $21.1M 0.03% -11,691 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,638 shares; 2024Q4: 673,653 shares; 2025Q1: 696,384 shares; 2025Q2: 708,935 shares; 2025Q3: 827,122 shares 827,122 $21.1M 0.03% +118,187 Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,052 shares; 2025Q2: 116,875 shares; 2025Q3: 678,912 shares 678,912 $21.1M 0.03% +562,037 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 8,403 shares; 2025Q1: 8,985 shares; 2025Q2: 9,697 shares; 2025Q3: 9,019 shares 9,019 $21.1M 0.03% -678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,775 shares; 2024Q4: 280,445 shares; 2025Q1: 252,502 shares; 2025Q2: 265,779 shares; 2025Q3: 295,874 shares 295,874 $21M 0.03% +30,095 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,067 shares; 2024Q4: 433,007 shares; 2025Q1: 441,744 shares; 2025Q2: 422,371 shares; 2025Q3: 353,229 shares 353,229 $20.9M 0.03% -69,142 SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,995 shares; 2024Q4: 67,150 shares; 2025Q1: 91,352 shares; 2025Q2: 111,677 shares; 2025Q3: 92,828 shares 92,828 $20.9M 0.03% -18,849 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,789 shares; 2024Q4: 358,717 shares; 2025Q1: 379,082 shares; 2025Q2: 405,533 shares; 2025Q3: 409,490 shares 409,490 $20.9M 0.03% +3,957 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,722 shares; 2024Q4: 271,322 shares; 2025Q1: 278,956 shares; 2025Q2: 267,861 shares; 2025Q3: 249,907 shares 249,907 $20.9M 0.03% -17,954 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,234 shares; 2024Q4: 479,032 shares; 2025Q1: 494,353 shares; 2025Q2: 503,948 shares; 2025Q3: 473,395 shares 473,395 $20.8M 0.03% -30,553 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,054 shares; 2024Q4: 368,016 shares; 2025Q1: 381,127 shares; 2025Q2: 340,072 shares; 2025Q3: 290,569 shares 290,569 $20.8M 0.03% -49,503 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,256 shares; 2024Q4: 485,028 shares; 2025Q1: 716,988 shares; 2025Q2: 724,195 shares; 2025Q3: 747,968 shares 747,968 $20.8M 0.03% +23,773 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,684 shares; 2024Q4: 230,211 shares; 2025Q1: 195,521 shares; 2025Q2: 155,239 shares; 2025Q3: 175,023 shares 175,023 $20.7M 0.03% +19,784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,775 shares; 2024Q4: 681,401 shares; 2025Q1: 657,323 shares; 2025Q2: 594,956 shares; 2025Q3: 602,903 shares 602,903 $20.7M 0.03% +7,947 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,017 shares; 2024Q4: 291,034 shares; 2025Q1: 297,360 shares; 2025Q2: 374,756 shares; 2025Q3: 304,986 shares 304,986 $20.6M 0.03% -69,770 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,955 shares 405,955 $20.5M 0.03% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,835 shares; 2025Q2: 654,161 shares; 2025Q3: 722,752 shares 722,752 $20.5M 0.03% +68,591 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,441 shares; 2024Q4: 248,820 shares; 2025Q1: 256,572 shares; 2025Q2: 247,459 shares; 2025Q3: 228,517 shares 228,517 $20.5M 0.03% -18,942 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,719 shares; 2024Q4: 266,842 shares; 2025Q1: 287,619 shares; 2025Q2: 287,621 shares; 2025Q3: 299,033 shares 299,033 $20.5M 0.03% +11,412 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,116 shares; 2024Q4: 299,289 shares; 2025Q1: 345,091 shares; 2025Q2: 365,248 shares; 2025Q3: 339,973 shares 339,973 $20.4M 0.03% -25,275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,532 shares; 2024Q4: 59,053 shares; 2025Q1: 84,342 shares; 2025Q2: 93,411 shares; 2025Q3: 91,776 shares 91,776 $20.4M 0.03% -1,635 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,116 shares; 2024Q4: 201,313 shares; 2025Q1: 209,174 shares; 2025Q2: 210,092 shares; 2025Q3: 177,891 shares 177,891 $20.4M 0.03% -32,201 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,055 shares; 2024Q4: 234,922 shares; 2025Q1: 234,426 shares; 2025Q2: 232,927 shares; 2025Q3: 221,155 shares 221,155 $20.2M 0.03% -11,772 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,419 shares; 2024Q4: 173,601 shares; 2025Q1: 194,516 shares; 2025Q2: 180,619 shares; 2025Q3: 139,684 shares 139,684 $20.2M 0.03% -40,935 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,122 shares; 2024Q4: 446,194 shares; 2025Q1: 489,575 shares; 2025Q2: 509,049 shares; 2025Q3: 508,238 shares 508,238 $20.1M 0.03% -811 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,797 shares; 2024Q4: 86,666 shares; 2025Q1: 88,080 shares; 2025Q2: 64,233 shares; 2025Q3: 65,230 shares 65,230 $19.9M 0.03% +997 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,590 shares; 2024Q4: 322,483 shares; 2025Q1: 350,979 shares; 2025Q2: 291,220 shares; 2025Q3: 330,524 shares 330,524 $19.9M 0.03% +39,304 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,024 shares; 2024Q4: 467,030 shares; 2025Q1: 768,134 shares; 2025Q2: 1,364,101 shares; 2025Q3: 1,291,101 shares 1,291,101 $19.8M 0.03% -73,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,612 shares; 2024Q4: 868,701 shares; 2025Q1: 853,658 shares; 2025Q2: 474,299 shares; 2025Q3: 568,067 shares 568,067 $19.8M 0.03% +93,768 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,026 shares; 2024Q4: 186,515 shares; 2025Q1: 184,526 shares; 2025Q2: 177,455 shares; 2025Q3: 157,765 shares 157,765 $19.7M 0.03% -19,690 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,545 shares; 2024Q4: 648,939 shares; 2025Q1: 1,045,626 shares; 2025Q2: 1,094,412 shares; 2025Q3: 908,155 shares 908,155 $19.6M 0.03% -186,257 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,659 shares; 2024Q4: 479,299 shares; 2025Q1: 472,729 shares; 2025Q2: 361,922 shares; 2025Q3: 345,237 shares 345,237 $19.6M 0.03% -16,685 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,447 shares; 2024Q4: 236,856 shares; 2025Q1: 265,246 shares; 2025Q2: 312,940 shares; 2025Q3: 390,963 shares 390,963 $19.5M 0.03% +78,023 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,291 shares; 2024Q4: 489,078 shares; 2025Q1: 596,861 shares; 2025Q2: 796,700 shares; 2025Q3: 735,340 shares 735,340 $19.5M 0.03% -61,360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,940 shares; 2024Q4: 351,299 shares; 2025Q1: 413,697 shares; 2025Q2: 434,242 shares; 2025Q3: 386,060 shares 386,060 $19.5M 0.03% -48,182 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,422 shares; 2024Q4: 246,498 shares; 2025Q1: 258,802 shares; 2025Q2: 251,558 shares; 2025Q3: 241,528 shares 241,528 $19.5M 0.03% -10,030 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,713 shares; 2024Q4: 67,357 shares; 2025Q1: 79,569 shares; 2025Q2: 75,629 shares; 2025Q3: 71,823 shares 71,823 $19.4M 0.03% -3,806 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,468 shares; 2024Q4: 171,394 shares; 2025Q1: 216,588 shares; 2025Q2: 235,828 shares; 2025Q3: 194,069 shares 194,069 $19.4M 0.03% -41,759 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,331 shares; 2024Q4: 102,584 shares; 2025Q1: 103,069 shares; 2025Q2: 96,156 shares; 2025Q3: 90,079 shares 90,079 $19.3M 0.03% -6,077 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 12,749 shares; 2025Q1: 15,693 shares; 2025Q2: 25,866 shares; 2025Q3: 26,862 shares 26,862 $19.3M 0.02% +996 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,226 shares; 2024Q4: 309,212 shares; 2025Q1: 384,349 shares; 2025Q2: 389,686 shares; 2025Q3: 380,355 shares 380,355 $19.3M 0.02% -9,331 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,476 shares; 2024Q4: 410,091 shares; 2025Q1: 435,448 shares; 2025Q2: 422,155 shares; 2025Q3: 386,485 shares 386,485 $19.3M 0.02% -35,670 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,147 shares; 2024Q4: 349,569 shares; 2025Q1: 362,714 shares; 2025Q2: 336,716 shares; 2025Q3: 345,346 shares 345,346 $19.2M 0.02% +8,630 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,180 shares; 2024Q4: 313,983 shares; 2025Q1: 344,391 shares; 2025Q2: 340,189 shares; 2025Q3: 340,284 shares 340,284 $19M 0.02% +95 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,376 shares; 2024Q4: 86,757 shares; 2025Q1: 97,669 shares; 2025Q2: 88,189 shares; 2025Q3: 80,637 shares 80,637 $19M 0.02% -7,552 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,319 shares; 2024Q4: 76,210 shares; 2025Q1: 88,235 shares; 2025Q2: 79,794 shares; 2025Q3: 76,953 shares 76,953 $19M 0.02% -2,841 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,011 shares; 2024Q4: 460,893 shares; 2025Q1: 524,193 shares; 2025Q2: 889,678 shares; 2025Q3: 525,251 shares 525,251 $19M 0.02% -364,427 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,490 shares; 2024Q4: 101,168 shares; 2025Q1: 102,805 shares; 2025Q2: 107,352 shares; 2025Q3: 252,848 shares 252,848 $18.9M 0.02% +145,496 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373,076 shares 373,076 $18.7M 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,150 shares; 2024Q4: 262,281 shares; 2025Q1: 279,541 shares; 2025Q2: 282,971 shares; 2025Q3: 262,645 shares 262,645 $18.7M 0.02% -20,326 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,503 shares; 2024Q4: 138,287 shares; 2025Q1: 311,763 shares; 2025Q2: 380,325 shares; 2025Q3: 401,410 shares 401,410 $18.6M 0.02% +21,085 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864,594 shares; 2024Q4: 882,795 shares; 2025Q1: 901,679 shares; 2025Q2: 763,051 shares; 2025Q3: 656,826 shares 656,826 $18.6M 0.02% -106,225 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 15,831 shares; 2025Q1: 41,992 shares; 2025Q2: 72,843 shares; 2025Q3: 136,730 shares 136,730 $18.5M 0.02% +63,887 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,403 shares; 2024Q4: 552,530 shares; 2025Q1: 567,171 shares; 2025Q2: 567,595 shares; 2025Q3: 577,457 shares 577,457 $18.5M 0.02% +9,862 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,686 shares; 2025Q1: 4,332 shares; 2025Q2: 271,409 shares; 2025Q3: 372,341 shares 372,341 $18.5M 0.02% +100,932 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,874 shares; 2024Q4: 346,497 shares; 2025Q1: 385,029 shares; 2025Q2: 409,786 shares; 2025Q3: 394,092 shares 394,092 $18.5M 0.02% -15,694 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,158 shares; 2024Q4: 156,473 shares; 2025Q1: 209,691 shares; 2025Q2: 149,747 shares; 2025Q3: 149,621 shares 149,621 $18.4M 0.02% -126 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,194 shares; 2024Q4: 95,633 shares; 2025Q1: 94,996 shares; 2025Q2: 102,707 shares; 2025Q3: 89,774 shares 89,774 $18.4M 0.02% -12,933 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,049 shares; 2024Q4: 121,036 shares; 2025Q1: 129,393 shares; 2025Q2: 129,123 shares; 2025Q3: 201,056 shares 201,056 $18.3M 0.02% +71,933 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,694 shares; 2024Q4: 230,950 shares; 2025Q1: 228,633 shares; 2025Q2: 206,463 shares; 2025Q3: 451,151 shares 451,151 $18.3M 0.02% +244,688 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,473 shares; 2024Q4: 631,301 shares; 2025Q1: 639,780 shares; 2025Q2: 676,805 shares; 2025Q3: 553,157 shares 553,157 $18.2M 0.02% -123,648 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,319 shares; 2024Q4: 424,143 shares; 2025Q1: 320,498 shares; 2025Q2: 240,906 shares; 2025Q3: 259,363 shares 259,363 $18.2M 0.02% +18,457 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,153 shares; 2024Q4: 148,578 shares; 2025Q1: 152,811 shares; 2025Q2: 171,083 shares; 2025Q3: 181,551 shares 181,551 $18.2M 0.02% +10,468 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,926 shares; 2024Q4: 248,068 shares; 2025Q1: 246,762 shares; 2025Q2: 252,292 shares; 2025Q3: 252,313 shares 252,313 $18.2M 0.02% +21 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,104 shares; 2024Q4: 238,676 shares; 2025Q1: 137,353 shares; 2025Q2: 186,243 shares; 2025Q3: 577,322 shares 577,322 $18.1M 0.02% +391,079 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,883 shares; 2024Q4: 118,903 shares; 2025Q1: 118,541 shares; 2025Q2: 115,086 shares; 2025Q3: 111,332 shares 111,332 $18.1M 0.02% -3,754 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,921 shares; 2024Q4: 86,759 shares; 2025Q1: 86,497 shares; 2025Q2: 100,013 shares; 2025Q3: 96,024 shares 96,024 $18M 0.02% -3,989 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,310 shares; 2024Q4: 58,450 shares; 2025Q1: 64,883 shares; 2025Q2: 65,301 shares; 2025Q3: 59,842 shares 59,842 $17.9M 0.02% -5,459 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,702 shares; 2024Q4: 225,063 shares; 2025Q1: 209,352 shares; 2025Q2: 203,788 shares; 2025Q3: 175,828 shares 175,828 $17.9M 0.02% -27,960 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,878 shares; 2024Q4: 79,872 shares; 2025Q1: 84,659 shares; 2025Q2: 78,239 shares; 2025Q3: 55,248 shares 55,248 $17.9M 0.02% -22,991 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,593 shares; 2024Q4: 468,627 shares; 2025Q1: 491,071 shares; 2025Q2: 475,884 shares; 2025Q3: 441,130 shares 441,130 $17.9M 0.02% -34,754 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,176 shares; 2024Q4: 162,376 shares; 2025Q1: 172,529 shares; 2025Q2: 179,757 shares; 2025Q3: 163,909 shares 163,909 $17.9M 0.02% -15,848 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,001 shares; 2024Q4: 593,826 shares; 2025Q1: 643,967 shares; 2025Q2: 691,716 shares; 2025Q3: 694,202 shares 694,202 $17.8M 0.02% +2,486 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,716 shares; 2024Q4: 332,043 shares; 2025Q1: 332,956 shares; 2025Q2: 313,928 shares; 2025Q3: 298,608 shares 298,608 $17.8M 0.02% -15,320 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,206 shares; 2024Q4: 70,913 shares; 2025Q1: 284,458 shares; 2025Q2: 68,554 shares; 2025Q3: 260,660 shares 260,660 $17.8M 0.02% +192,106 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,594 shares; 2024Q4: 683,150 shares; 2025Q1: 693,607 shares; 2025Q2: 683,501 shares; 2025Q3: 608,348 shares 608,348 $17.8M 0.02% -75,153 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,838 shares; 2024Q4: 460,678 shares; 2025Q1: 445,998 shares; 2025Q2: 425,430 shares; 2025Q3: 408,340 shares 408,340 $17.8M 0.02% -17,090 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,394 shares; 2024Q4: 420,657 shares; 2025Q1: 304,715 shares; 2025Q2: 361,339 shares; 2025Q3: 399,179 shares 399,179 $17.8M 0.02% +37,840 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,993 shares; 2024Q4: 171,488 shares; 2025Q1: 168,432 shares; 2025Q2: 173,628 shares; 2025Q3: 168,345 shares 168,345 $17.8M 0.02% -5,283 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,155 shares; 2024Q4: 192,495 shares; 2025Q1: 195,970 shares; 2025Q2: 180,405 shares; 2025Q3: 146,538 shares 146,538 $17.6M 0.02% -33,867 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,295 shares; 2024Q4: 907,646 shares; 2025Q1: 853,494 shares; 2025Q2: 830,198 shares; 2025Q3: 255,253 shares 255,253 $17.6M 0.02% -574,945 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,850 shares; 2024Q4: 389,806 shares; 2025Q1: 269,230 shares; 2025Q2: 322,943 shares; 2025Q3: 331,885 shares 331,885 $17.5M 0.02% +8,942 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,667 shares; 2024Q4: 111,542 shares; 2025Q1: 113,806 shares; 2025Q2: 110,795 shares; 2025Q3: 101,192 shares 101,192 $17.5M 0.02% -9,603 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,127 shares; 2024Q4: 313,540 shares; 2025Q1: 295,183 shares; 2025Q2: 206,077 shares; 2025Q3: 196,821 shares 196,821 $17.4M 0.02% -9,256 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,418 shares; 2024Q4: 169,039 shares; 2025Q1: 223,303 shares; 2025Q2: 112,764 shares; 2025Q3: 97,360 shares 97,360 $17.4M 0.02% -15,404 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,747 shares; 2024Q4: 854,227 shares; 2025Q1: 898,166 shares; 2025Q2: 778,332 shares; 2025Q3: 544,973 shares 544,973 $17.4M 0.02% -233,359 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,295 shares; 2024Q4: 75,651 shares; 2025Q1: 76,567 shares; 2025Q2: 71,168 shares; 2025Q3: 110,529 shares 110,529 $17.3M 0.02% +39,361 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840,191 shares; 2025Q1: 845,099 shares; 2025Q2: 858,878 shares; 2025Q3: 616,836 shares 616,836 $17.3M 0.02% -242,042 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,972 shares; 2024Q4: 430,970 shares; 2025Q1: 426,128 shares; 2025Q2: 427,979 shares; 2025Q3: 506,502 shares 506,502 $17.3M 0.02% +78,523 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,207 shares; 2024Q4: 68,495 shares; 2025Q1: 112,858 shares; 2025Q2: 186,803 shares; 2025Q3: 193,747 shares 193,747 $17.2M 0.02% +6,944 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,507 shares; 2024Q4: 458,958 shares; 2025Q1: 496,305 shares; 2025Q2: 336,246 shares; 2025Q3: 361,454 shares 361,454 $17.2M 0.02% +25,208 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,926 shares; 2024Q4: 96,516 shares; 2025Q1: 191,540 shares; 2025Q2: 140,759 shares; 2025Q3: 132,595 shares 132,595 $17.2M 0.02% -8,164 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; 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; 2025Q3: 1,056,221 shares 1,056,221 $17.1M 0.02% -11,081 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,554 shares; 2024Q4: 433,085 shares; 2025Q1: 447,801 shares; 2025Q2: 461,269 shares; 2025Q3: 464,794 shares 464,794 $17.1M 0.02% +3,525 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,519 shares; 2024Q4: 757,528 shares; 2025Q1: 768,422 shares; 2025Q2: 724,584 shares; 2025Q3: 655,532 shares 655,532 $17M 0.02% -69,052 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,799 shares; 2024Q4: 613,920 shares; 2025Q1: 705,991 shares; 2025Q2: 694,818 shares; 2025Q3: 799,964 shares 799,964 $17M 0.02% +105,146 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,511 shares; 2024Q4: 57,460 shares; 2025Q1: 54,717 shares; 2025Q2: 53,577 shares; 2025Q3: 50,070 shares 50,070 $16.9M 0.02% -3,507 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,592 shares; 2024Q4: 168,838 shares; 2025Q1: 171,763 shares; 2025Q2: 168,208 shares; 2025Q3: 180,153 shares 180,153 $16.9M 0.02% +11,945 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,497 shares; 2025Q2: 517,000 shares; 2025Q3: 827,918 shares 827,918 $16.9M 0.02% +310,918 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,219 shares; 2024Q4: 263,848 shares; 2025Q1: 172,724 shares; 2025Q2: 397,461 shares; 2025Q3: 403,371 shares 403,371 $16.8M 0.02% +5,910 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,020 shares; 2024Q4: 513,309 shares; 2025Q1: 474,384 shares; 2025Q2: 36,901 shares; 2025Q3: 582,132 shares 582,132 $16.8M 0.02% +545,231 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,661 shares; 2024Q4: 260,156 shares; 2025Q1: 258,384 shares; 2025Q2: 251,262 shares; 2025Q3: 218,745 shares 218,745 $16.8M 0.02% -32,517 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,231 shares; 2024Q4: 474,693 shares; 2025Q1: 462,939 shares; 2025Q2: 446,141 shares; 2025Q3: 408,026 shares 408,026 $16.8M 0.02% -38,115 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,795 shares; 2024Q4: 505,822 shares; 2025Q1: 554,434 shares; 2025Q2: 665,740 shares; 2025Q3: 309,221 shares 309,221 $16.7M 0.02% -356,519 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,585 shares; 2024Q4: 315,604 shares; 2025Q1: 327,438 shares; 2025Q2: 336,752 shares; 2025Q3: 329,858 shares 329,858 $16.7M 0.02% -6,894 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,567 shares; 2024Q4: 124,510 shares; 2025Q1: 205,837 shares; 2025Q2: 1,052,741 shares; 2025Q3: 416,169 shares 416,169 $16.7M 0.02% -636,572 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,231 shares; 2024Q4: 83,501 shares; 2025Q1: 105,486 shares; 2025Q2: 122,465 shares; 2025Q3: 134,742 shares 134,742 $16.7M 0.02% +12,277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,117 shares; 2024Q4: 243,574 shares; 2025Q1: 246,196 shares; 2025Q2: 240,984 shares; 2025Q3: 213,591 shares 213,591 $16.6M 0.02% -27,393 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,476 shares; 2024Q4: 20,508 shares; 2025Q1: 21,053 shares; 2025Q2: 546,643 shares; 2025Q3: 538,203 shares 538,203 $16.6M 0.02% -8,440 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,338 shares; 2024Q4: 68,073 shares; 2025Q1: 78,699 shares; 2025Q2: 98,683 shares; 2025Q3: 181,823 shares 181,823 $16.5M 0.02% +83,140 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,511 shares; 2024Q4: 138,564 shares; 2025Q1: 145,443 shares; 2025Q2: 185,192 shares; 2025Q3: 131,351 shares 131,351 $16.5M 0.02% -53,841 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,395 shares; 2024Q4: 271,247 shares; 2025Q1: 268,622 shares; 2025Q2: 365,034 shares; 2025Q3: 325,838 shares 325,838 $16.5M 0.02% -39,196 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,061 shares; 2024Q4: 148,196 shares; 2025Q1: 149,666 shares; 2025Q2: 149,772 shares; 2025Q3: 148,817 shares 148,817 $16.4M 0.02% -955 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,565 shares; 2024Q4: 720,438 shares; 2025Q1: 1,105,878 shares; 2025Q2: 862,488 shares; 2025Q3: 833,606 shares 833,606 $16.3M 0.02% -28,882 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,351 shares; 2024Q4: 53,918 shares; 2025Q1: 71,480 shares; 2025Q2: 93,761 shares; 2025Q3: 82,878 shares 82,878 $16.2M 0.02% -10,883 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,790 shares; 2024Q4: 215,625 shares; 2025Q1: 210,188 shares; 2025Q2: 207,410 shares; 2025Q3: 207,765 shares 207,765 $16.2M 0.02% +355 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,714 shares; 2024Q4: 319,603 shares; 2025Q1: 327,732 shares; 2025Q2: 309,744 shares; 2025Q3: 305,129 shares 305,129 $16.2M 0.02% -4,615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,868 shares; 2024Q4: 61,432 shares; 2025Q1: 325,050 shares; 2025Q2: 344,708 shares; 2025Q3: 383,523 shares 383,523 $16.2M 0.02% +38,815 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,419 shares; 2024Q4: 1,058,286 shares; 2025Q1: 1,019,540 shares; 2025Q2: 576,136 shares; 2025Q3: 554,908 shares 554,908 $16.2M 0.02% -21,228 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,831 shares; 2024Q4: 701,574 shares; 2025Q1: 629,295 shares; 2025Q2: 633,845 shares; 2025Q3: 334,206 shares 334,206 $16.1M 0.02% -299,639 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,674 shares; 2024Q4: 439,156 shares; 2025Q1: 445,728 shares; 2025Q2: 451,600 shares; 2025Q3: 445,079 shares 445,079 $16.1M 0.02% -6,521 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,744 shares; 2024Q4: 38,378 shares; 2025Q1: 78,320 shares; 2025Q2: 81,433 shares; 2025Q3: 97,103 shares 97,103 $16.1M 0.02% +15,670 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,399 shares; 2024Q4: 307,606 shares; 2025Q1: 303,114 shares; 2025Q2: 360,514 shares; 2025Q3: 513,794 shares 513,794 $16M 0.02% +153,280 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,832 shares; 2024Q4: 446,589 shares; 2025Q1: 348,440 shares; 2025Q2: 432,000 shares; 2025Q3: 477,042 shares 477,042 $15.9M 0.02% +45,042 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,549 shares; 2024Q4: 83,906 shares; 2025Q1: 82,663 shares; 2025Q2: 75,604 shares; 2025Q3: 69,162 shares 69,162 $15.9M 0.02% -6,442 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,815 shares; 2024Q4: 319,470 shares; 2025Q1: 331,109 shares; 2025Q2: 318,968 shares; 2025Q3: 343,820 shares 343,820 $15.9M 0.02% +24,852 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,967 shares; 2024Q4: 413,661 shares; 2025Q1: 298,745 shares; 2025Q2: 310,337 shares; 2025Q3: 285,967 shares 285,967 $15.8M 0.02% -24,370 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,261 shares; 2024Q4: 139,217 shares; 2025Q1: 243,569 shares; 2025Q2: 266,264 shares; 2025Q3: 381,659 shares 381,659 $15.8M 0.02% +115,395 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,895 shares; 2024Q4: 454,202 shares; 2025Q1: 1,189,172 shares; 2025Q2: 1,236,666 shares; 2025Q3: 474,989 shares 474,989 $15.7M 0.02% -761,677 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,171 shares; 2024Q4: 321,606 shares; 2025Q1: 290,137 shares; 2025Q2: 252,615 shares; 2025Q3: 233,604 shares 233,604 $15.7M 0.02% -19,011 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,730 shares; 2024Q4: 120,680 shares; 2025Q1: 113,834 shares; 2025Q2: 111,350 shares; 2025Q3: 116,928 shares 116,928 $15.6M 0.02% +5,578 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,537 shares; 2024Q4: 236,822 shares; 2025Q1: 213,079 shares; 2025Q2: 205,154 shares; 2025Q3: 189,024 shares 189,024 $15.6M 0.02% -16,130 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,808 shares; 2024Q4: 268,176 shares; 2025Q1: 279,355 shares; 2025Q2: 277,332 shares; 2025Q3: 245,072 shares 245,072 $15.5M 0.02% -32,260 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,127 shares; 2024Q4: 221,734 shares; 2025Q1: 238,753 shares; 2025Q2: 219,025 shares; 2025Q3: 306,680 shares 306,680 $15.5M 0.02% +87,655 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,327 shares; 2024Q4: 150,914 shares; 2025Q1: 143,122 shares; 2025Q2: 159,873 shares; 2025Q3: 210,370 shares 210,370 $15.5M 0.02% +50,497 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,995 shares; 2024Q4: 441,714 shares; 2025Q1: 504,628 shares; 2025Q2: 513,271 shares; 2025Q3: 501,187 shares 501,187 $15.5M 0.02% -12,084 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,032 shares; 2024Q4: 343,690 shares; 2025Q1: 345,612 shares; 2025Q2: 375,050 shares; 2025Q3: 295,937 shares 295,937 $15.5M 0.02% -79,113 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,921 shares; 2024Q4: 367,484 shares; 2025Q1: 398,963 shares; 2025Q2: 382,362 shares; 2025Q3: 185,989 shares 185,989 $15.4M 0.02% -196,373 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,945 shares; 2024Q4: 214,396 shares; 2025Q1: 214,483 shares; 2025Q2: 218,880 shares; 2025Q3: 237,227 shares 237,227 $15.4M 0.02% +18,347 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193,784 shares; 2024Q4: 2,265,127 shares; 2025Q1: 2,284,391 shares; 2025Q2: 2,366,589 shares; 2025Q3: 1,873,917 shares 1,873,917 $15.4M 0.02% -492,672 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,078 shares; 2024Q4: 81,801 shares; 2025Q1: 95,428 shares; 2025Q2: 130,070 shares; 2025Q3: 206,177 shares 206,177 $15.3M 0.02% +76,107 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,201 shares; 2024Q4: 320,725 shares; 2025Q1: 368,604 shares; 2025Q2: 378,667 shares; 2025Q3: 365,492 shares 365,492 $15.3M 0.02% -13,175 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,884 shares; 2024Q4: 147,619 shares; 2025Q1: 170,326 shares; 2025Q2: 161,107 shares; 2025Q3: 138,976 shares 138,976 $15.3M 0.02% -22,131 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,456 shares; 2024Q4: 326,212 shares; 2025Q1: 683,387 shares; 2025Q2: 855,367 shares; 2025Q3: 315,146 shares 315,146 $15.3M 0.02% -540,221 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,702 shares; 2025Q2: 204,293 shares; 2025Q3: 569,039 shares 569,039 $15.2M 0.02% +364,746 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,812 shares; 2024Q4: 85,585 shares; 2025Q1: 90,216 shares; 2025Q2: 92,095 shares; 2025Q3: 85,507 shares 85,507 $15.2M 0.02% -6,588 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,331 shares; 2024Q4: 188,900 shares; 2025Q1: 199,057 shares; 2025Q2: 195,186 shares; 2025Q3: 188,820 shares 188,820 $15.2M 0.02% -6,366 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; 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; 2025Q3: 1,312,229 shares 1,312,229 $15.2M 0.02% -88,622 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278,804 shares; 2025Q1: 326,602 shares; 2025Q2: 362,664 shares; 2025Q3: 317,296 shares 317,296 $15.2M 0.02% -45,368 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,385 shares; 2024Q4: 186,327 shares; 2025Q1: 344,930 shares; 2025Q2: 525,775 shares; 2025Q3: 598,566 shares 598,566 $15.1M 0.02% +72,791 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 21,851 shares; 2025Q1: 22,101 shares; 2025Q2: 21,611 shares; 2025Q3: 27,797 shares 27,797 $15.1M 0.02% +6,186 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,106 shares; 2024Q4: 299,677 shares; 2025Q1: 341,890 shares; 2025Q2: 379,098 shares; 2025Q3: 384,607 shares 384,607 $15.1M 0.02% +5,509 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,564 shares; 2024Q4: 108,543 shares; 2025Q1: 114,099 shares; 2025Q2: 98,698 shares; 2025Q3: 116,898 shares 116,898 $15.1M 0.02% +18,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,568 shares; 2024Q4: 182,673 shares; 2025Q1: 178,547 shares; 2025Q2: 157,063 shares; 2025Q3: 150,829 shares 150,829 $14.9M 0.02% -6,234 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,825 shares; 2025Q1: 1,817 shares; 2025Q2: 1,841 shares; 2025Q3: 1,859 shares 1,859 $14.9M 0.02% +18 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,521 shares; 2024Q4: 243,351 shares; 2025Q1: 359,608 shares; 2025Q2: 231,842 shares; 2025Q3: 205,221 shares 205,221 $14.8M 0.02% -26,621 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,597 shares; 2024Q4: 526,037 shares; 2025Q1: 424,571 shares; 2025Q2: 432,786 shares; 2025Q3: 389,696 shares 389,696 $14.8M 0.02% -43,090 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,802 shares; 2024Q4: 56,243 shares; 2025Q1: 48,862 shares; 2025Q2: 55,293 shares; 2025Q3: 427,910 shares 427,910 $14.8M 0.02% +372,617 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,920 shares; 2024Q4: 537,991 shares; 2025Q1: 543,484 shares; 2025Q2: 447,635 shares; 2025Q3: 438,825 shares 438,825 $14.7M 0.02% -8,810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,324 shares; 2024Q4: 192,433 shares; 2025Q1: 207,843 shares; 2025Q2: 200,548 shares; 2025Q3: 191,873 shares 191,873 $14.7M 0.02% -8,675 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,882 shares; 2024Q4: 86,759 shares; 2025Q1: 88,731 shares; 2025Q2: 86,521 shares; 2025Q3: 88,439 shares 88,439 $14.7M 0.02% +1,918 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,507 shares; 2024Q4: 124,851 shares; 2025Q1: 138,179 shares; 2025Q2: 138,790 shares; 2025Q3: 150,115 shares 150,115 $14.7M 0.02% +11,325 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,962 shares; 2024Q4: 140,599 shares; 2025Q1: 233,237 shares; 2025Q2: 389,010 shares; 2025Q3: 487,599 shares 487,599 $14.7M 0.02% +98,589 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479,595 shares; 2025Q3: 447,336 shares 447,336 $14.7M 0.02% -32,259 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,601 shares; 2024Q4: 240,781 shares; 2025Q1: 412,021 shares; 2025Q2: 203,949 shares; 2025Q3: 203,048 shares 203,048 $14.6M 0.02% -901 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,182 shares; 2024Q4: 272,165 shares; 2025Q1: 291,371 shares; 2025Q2: 266,020 shares; 2025Q3: 256,666 shares 256,666 $14.6M 0.02% -9,354 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,252 shares; 2024Q4: 31,131 shares; 2025Q1: 54,661 shares; 2025Q2: 77,473 shares; 2025Q3: 296,920 shares 296,920 $14.6M 0.02% +219,447 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,112 shares; 2024Q4: 48,782 shares; 2025Q1: 50,125 shares; 2025Q2: 45,478 shares; 2025Q3: 36,690 shares 36,690 $14.5M 0.02% -8,788 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,872 shares; 2024Q4: 418,259 shares; 2025Q1: 486,456 shares; 2025Q2: 536,722 shares; 2025Q3: 593,600 shares 593,600 $14.5M 0.02% +56,878 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,079 shares; 2024Q4: 210,802 shares; 2025Q1: 226,010 shares; 2025Q2: 243,618 shares; 2025Q3: 246,740 shares 246,740 $14.5M 0.02% +3,122 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,289 shares; 2024Q4: 1,159,114 shares; 2025Q1: 1,305,391 shares; 2025Q2: 1,384,094 shares; 2025Q3: 1,449,269 shares 1,449,269 $14.5M 0.02% +65,175 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,745 shares; 2024Q4: 124,963 shares; 2025Q1: 376,443 shares; 2025Q2: 409,766 shares; 2025Q3: 377,687 shares 377,687 $14.5M 0.02% -32,079 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,184 shares; 2024Q4: 154,263 shares; 2025Q1: 153,829 shares; 2025Q2: 204,781 shares; 2025Q3: 276,313 shares 276,313 $14.4M 0.02% +71,532 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 21,417 shares; 2025Q1: 29,395 shares; 2025Q2: 154,681 shares; 2025Q3: 266,857 shares 266,857 $14.4M 0.02% +112,176 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,762 shares; 2024Q4: 130,041 shares; 2025Q1: 550,190 shares; 2025Q2: 654,965 shares; 2025Q3: 271,574 shares 271,574 $14.4M 0.02% -383,391 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,928 shares; 2024Q4: 46,644 shares; 2025Q1: 54,277 shares; 2025Q2: 104,078 shares; 2025Q3: 204,966 shares 204,966 $14.4M 0.02% +100,888 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,211 shares; 2025Q1: 129,293 shares; 2025Q2: 343,855 shares; 2025Q3: 467,546 shares 467,546 $14.4M 0.02% +123,691 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,834 shares; 2024Q4: 567,703 shares; 2025Q1: 670,739 shares; 2025Q2: 498,815 shares; 2025Q3: 526,375 shares 526,375 $14.4M 0.02% +27,560 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,604 shares; 2025Q1: 114,975 shares; 2025Q2: 334,777 shares; 2025Q3: 465,829 shares 465,829 $14.4M 0.02% +131,052 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,388 shares; 2024Q4: 53,222 shares; 2025Q1: 69,073 shares; 2025Q2: 85,163 shares; 2025Q3: 86,161 shares 86,161 $14.3M 0.02% +998 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,771 shares; 2024Q4: 318,023 shares; 2025Q1: 331,319 shares; 2025Q2: 411,419 shares; 2025Q3: 366,674 shares 366,674 $14.3M 0.02% -44,745 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,181 shares; 2024Q4: 83,605 shares; 2025Q1: 85,116 shares; 2025Q2: 83,018 shares; 2025Q3: 75,397 shares 75,397 $14.2M 0.02% -7,621 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,968 shares; 2024Q4: 524,198 shares; 2025Q1: 618,457 shares; 2025Q2: 635,948 shares; 2025Q3: 643,107 shares 643,107 $14.2M 0.02% +7,159 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,191 shares; 2024Q4: 276,543 shares; 2025Q1: 369,942 shares; 2025Q2: 380,834 shares; 2025Q3: 324,380 shares 324,380 $14.2M 0.02% -56,454 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,151 shares; 2024Q4: 85,420 shares; 2025Q1: 89,964 shares; 2025Q2: 84,938 shares; 2025Q3: 75,862 shares 75,862 $14.2M 0.02% -9,076 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,911 shares; 2024Q4: 92,185 shares; 2025Q1: 128,315 shares; 2025Q2: 126,673 shares; 2025Q3: 123,488 shares 123,488 $14.1M 0.02% -3,185 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,245 shares; 2024Q4: 566,807 shares; 2025Q1: 579,677 shares; 2025Q2: 515,523 shares; 2025Q3: 508,219 shares 508,219 $14.1M 0.02% -7,304 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,079 shares; 2024Q4: 468,330 shares; 2025Q1: 504,507 shares; 2025Q2: 335,638 shares; 2025Q3: 325,450 shares 325,450 $14.1M 0.02% -10,188 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,096 shares; 2024Q4: 478,861 shares; 2025Q1: 708,867 shares; 2025Q2: 646,838 shares; 2025Q3: 616,104 shares 616,104 $14.1M 0.02% -30,734 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,314 shares; 2024Q4: 170,646 shares; 2025Q1: 198,508 shares; 2025Q2: 188,668 shares; 2025Q3: 277,837 shares 277,837 $14.1M 0.02% +89,169 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,311 shares; 2024Q4: 333,542 shares; 2025Q1: 274,185 shares; 2025Q2: 257,818 shares; 2025Q3: 337,430 shares 337,430 $14M 0.02% +79,612 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,396 shares; 2024Q4: 210,973 shares; 2025Q1: 329,188 shares; 2025Q2: 438,644 shares; 2025Q3: 484,484 shares 484,484 $14M 0.02% +45,840 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,485 shares; 2024Q4: 95,511 shares; 2025Q1: 97,996 shares; 2025Q2: 94,712 shares; 2025Q3: 69,467 shares 69,467 $14M 0.02% -25,245 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,152 shares; 2024Q4: 436,618 shares; 2025Q1: 435,162 shares; 2025Q2: 435,469 shares; 2025Q3: 415,615 shares 415,615 $14M 0.02% -19,854 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,920 shares; 2024Q4: 286,190 shares; 2025Q1: 306,688 shares; 2025Q2: 302,655 shares; 2025Q3: 289,519 shares 289,519 $14M 0.02% -13,136 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,775 shares; 2024Q4: 171,673 shares; 2025Q1: 174,544 shares; 2025Q2: 225,695 shares; 2025Q3: 121,218 shares 121,218 $13.9M 0.02% -104,477 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,114 shares; 2024Q4: 332,159 shares; 2025Q1: 362,523 shares; 2025Q2: 345,644 shares; 2025Q3: 309,579 shares 309,579 $13.9M 0.02% -36,065 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,516 shares; 2024Q4: 30,442 shares; 2025Q1: 32,701 shares; 2025Q2: 33,331 shares; 2025Q3: 63,718 shares 63,718 $13.8M 0.02% +30,387 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,779 shares; 2024Q4: 389,940 shares; 2025Q1: 347,489 shares; 2025Q2: 379,403 shares; 2025Q3: 431,648 shares 431,648 $13.8M 0.02% +52,245 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752,198 shares; 2025Q3: 685,146 shares 685,146 $13.8M 0.02% -67,052 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,882 shares; 2024Q4: 25,397 shares; 2025Q1: 27,515 shares; 2025Q2: 23,665 shares; 2025Q3: 46,192 shares 46,192 $13.8M 0.02% +22,527 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,573 shares; 2024Q4: 296,020 shares; 2025Q1: 419,999 shares; 2025Q2: 285,471 shares; 2025Q3: 275,979 shares 275,979 $13.6M 0.02% -9,492 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,242 shares; 2024Q4: 105,589 shares; 2025Q1: 100,621 shares; 2025Q2: 95,334 shares; 2025Q3: 108,127 shares 108,127 $13.6M 0.02% +12,793 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,023 shares; 2024Q4: 40,831 shares; 2025Q1: 226,418 shares; 2025Q2: 139,990 shares; 2025Q3: 138,274 shares 138,274 $13.5M 0.02% -1,716 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,248 shares; 2024Q4: 128,656 shares; 2025Q1: 116,662 shares; 2025Q2: 360,909 shares; 2025Q3: 470,774 shares 470,774 $13.5M 0.02% +109,865 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,475 shares; 2024Q4: 588,407 shares; 2025Q1: 637,870 shares; 2025Q2: 648,479 shares; 2025Q3: 614,165 shares 614,165 $13.5M 0.02% -34,314 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,434 shares; 2024Q4: 71,555 shares; 2025Q1: 69,114 shares; 2025Q2: 70,162 shares; 2025Q3: 68,164 shares 68,164 $13.5M 0.02% -1,998 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,300 shares; 2024Q4: 696,436 shares; 2025Q1: 937,363 shares; 2025Q2: 1,065,231 shares; 2025Q3: 1,049,862 shares 1,049,862 $13.4M 0.02% -15,369 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,413 shares; 2024Q4: 178,184 shares; 2025Q1: 307,240 shares; 2025Q2: 243,783 shares; 2025Q3: 320,354 shares 320,354 $13.3M 0.02% +76,571 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,788 shares; 2024Q4: 277,452 shares; 2025Q1: 279,762 shares; 2025Q2: 267,436 shares; 2025Q3: 207,642 shares 207,642 $13.3M 0.02% -59,794 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,292 shares; 2024Q4: 107,788 shares; 2025Q1: 115,773 shares; 2025Q2: 119,589 shares; 2025Q3: 128,607 shares 128,607 $13.2M 0.02% +9,018 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,607 shares; 2024Q4: 239,771 shares; 2025Q1: 232,553 shares; 2025Q2: 229,662 shares; 2025Q3: 270,481 shares 270,481 $13.2M 0.02% +40,819 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,333 shares; 2024Q4: 408,836 shares; 2025Q1: 379,271 shares; 2025Q2: 475,027 shares; 2025Q3: 237,978 shares 237,978 $13.2M 0.02% -237,049 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,089 shares; 2024Q4: 96,699 shares; 2025Q1: 97,976 shares; 2025Q2: 97,878 shares; 2025Q3: 95,213 shares 95,213 $13.2M 0.02% -2,665 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,283 shares; 2024Q4: 165,515 shares; 2025Q1: 171,233 shares; 2025Q2: 170,366 shares; 2025Q3: 152,383 shares 152,383 $13.2M 0.02% -17,983 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,310 shares; 2024Q4: 125,357 shares; 2025Q1: 127,872 shares; 2025Q2: 108,139 shares; 2025Q3: 118,733 shares 118,733 $13.2M 0.02% +10,594 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 14,522 shares; 2025Q1: 14,727 shares; 2025Q2: 16,644 shares; 2025Q3: 18,676 shares 18,676 $13M 0.02% +2,032 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,991 shares; 2024Q4: 251,391 shares; 2025Q1: 245,608 shares; 2025Q2: 230,754 shares; 2025Q3: 213,742 shares 213,742 $13M 0.02% -17,012 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,924 shares; 2024Q4: 245,476 shares; 2025Q1: 265,977 shares; 2025Q2: 264,574 shares; 2025Q3: 173,486 shares 173,486 $13M 0.02% -91,088 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,384 shares; 2024Q4: 31,967 shares; 2025Q1: 33,259 shares; 2025Q2: 45,236 shares; 2025Q3: 41,656 shares 41,656 $13M 0.02% -3,580 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,305 shares; 2024Q4: 200,134 shares; 2025Q1: 234,821 shares; 2025Q2: 242,517 shares; 2025Q3: 218,857 shares 218,857 $13M 0.02% -23,660 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,020 shares; 2024Q4: 561,606 shares; 2025Q1: 605,855 shares; 2025Q2: 603,607 shares; 2025Q3: 576,849 shares 576,849 $13M 0.02% -26,758 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,612 shares; 2024Q4: 219,681 shares; 2025Q1: 220,800 shares; 2025Q2: 385,735 shares; 2025Q3: 379,901 shares 379,901 $13M 0.02% -5,834 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,223 shares; 2024Q4: 202,391 shares; 2025Q1: 195,050 shares; 2025Q2: 174,478 shares; 2025Q3: 236,107 shares 236,107 $12.9M 0.02% +61,629 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,008 shares; 2024Q4: 94,863 shares; 2025Q1: 97,181 shares; 2025Q2: 139,842 shares; 2025Q3: 135,414 shares 135,414 $12.9M 0.02% -4,428 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,198 shares; 2024Q4: 304,605 shares; 2025Q1: 306,189 shares; 2025Q2: 311,536 shares; 2025Q3: 317,469 shares 317,469 $12.9M 0.02% +5,933 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,113 shares; 2024Q4: 492,245 shares; 2025Q1: 580,246 shares; 2025Q2: 613,937 shares; 2025Q3: 652,015 shares 652,015 $12.9M 0.02% +38,078 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,653 shares; 2024Q4: 160,526 shares; 2025Q1: 157,673 shares; 2025Q2: 153,141 shares; 2025Q3: 154,141 shares 154,141 $12.8M 0.02% +1,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,434 shares; 2024Q4: 180,705 shares; 2025Q1: 175,615 shares; 2025Q2: 175,329 shares; 2025Q3: 174,008 shares 174,008 $12.8M 0.02% -1,321 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,348 shares; 2024Q4: 341,720 shares; 2025Q1: 357,747 shares; 2025Q2: 376,025 shares; 2025Q3: 410,888 shares 410,888 $12.8M 0.02% +34,863 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,912 shares; 2024Q4: 609,961 shares; 2025Q1: 599,499 shares; 2025Q2: 585,917 shares; 2025Q3: 458,997 shares 458,997 $12.8M 0.02% -126,920 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,519 shares; 2024Q4: 229,186 shares; 2025Q1: 234,493 shares; 2025Q2: 266,359 shares; 2025Q3: 287,889 shares 287,889 $12.8M 0.02% +21,530 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,199 shares; 2024Q4: 193,950 shares; 2025Q1: 196,501 shares; 2025Q2: 203,112 shares; 2025Q3: 193,941 shares 193,941 $12.8M 0.02% -9,171 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,755 shares; 2024Q4: 347,667 shares; 2025Q1: 320,989 shares; 2025Q2: 329,635 shares; 2025Q3: 302,997 shares 302,997 $12.8M 0.02% -26,638 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,221 shares; 2024Q4: 1,063,237 shares; 2025Q1: 657,977 shares; 2025Q2: 724,892 shares; 2025Q3: 332,838 shares 332,838 $12.8M 0.02% -392,054 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,231 shares; 2024Q4: 399,742 shares; 2025Q1: 367,534 shares; 2025Q2: 391,512 shares; 2025Q3: 283,055 shares 283,055 $12.8M 0.02% -108,457 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,029 shares; 2024Q4: 41,288 shares; 2025Q1: 78,112 shares; 2025Q2: 83,959 shares; 2025Q3: 114,083 shares 114,083 $12.7M 0.02% +30,124 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,825 shares; 2024Q4: 572,936 shares; 2025Q1: 589,810 shares; 2025Q2: 597,469 shares; 2025Q3: 567,125 shares 567,125 $12.7M 0.02% -30,344 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,368 shares; 2024Q4: 118,148 shares; 2025Q1: 117,647 shares; 2025Q2: 117,678 shares; 2025Q3: 105,632 shares 105,632 $12.7M 0.02% -12,046 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,794 shares; 2024Q4: 132,203 shares; 2025Q1: 108,051 shares; 2025Q2: 93,865 shares; 2025Q3: 72,507 shares 72,507 $12.7M 0.02% -21,358 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 10,032 shares; 2025Q1: 10,222 shares; 2025Q2: 12,441 shares; 2025Q3: 25,620 shares 25,620 $12.6M 0.02% +13,179 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,461 shares; 2024Q4: 477,385 shares; 2025Q1: 544,277 shares; 2025Q2: 542,158 shares; 2025Q3: 477,880 shares 477,880 $12.6M 0.02% -64,278 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,790 shares; 2024Q4: 138,619 shares; 2025Q1: 174,259 shares; 2025Q2: 210,980 shares; 2025Q3: 198,960 shares 198,960 $12.6M 0.02% -12,020 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,846 shares; 2024Q4: 102,279 shares; 2025Q1: 103,319 shares; 2025Q2: 87,200 shares; 2025Q3: 83,004 shares 83,004 $12.6M 0.02% -4,196 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,542 shares; 2024Q4: 116,405 shares; 2025Q1: 135,711 shares; 2025Q2: 127,055 shares; 2025Q3: 122,004 shares 122,004 $12.6M 0.02% -5,051 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,912 shares; 2024Q4: 271,505 shares; 2025Q1: 300,720 shares; 2025Q2: 275,878 shares; 2025Q3: 266,762 shares 266,762 $12.6M 0.02% -9,116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,187 shares; 2024Q4: 58,114 shares; 2025Q1: 60,240 shares; 2025Q2: 62,101 shares; 2025Q3: 70,488 shares 70,488 $12.6M 0.02% +8,387 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,076 shares; 2024Q4: 448,409 shares; 2025Q1: 381,230 shares; 2025Q2: 376,531 shares; 2025Q3: 317,707 shares 317,707 $12.6M 0.02% -58,824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,919 shares; 2024Q4: 20,199 shares; 2025Q1: 20,774 shares; 2025Q2: 55,698 shares; 2025Q3: 58,791 shares 58,791 $12.6M 0.02% +3,093 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,295 shares; 2024Q4: 100,495 shares; 2025Q1: 99,756 shares; 2025Q2: 98,043 shares; 2025Q3: 85,140 shares 85,140 $12.5M 0.02% -12,903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,908 shares; 2024Q4: 275,047 shares; 2025Q1: 242,599 shares; 2025Q2: 222,906 shares; 2025Q3: 208,183 shares 208,183 $12.5M 0.02% -14,723 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,240 shares; 2024Q4: 125,024 shares; 2025Q1: 154,712 shares; 2025Q2: 130,892 shares; 2025Q3: 154,275 shares 154,275 $12.5M 0.02% +23,383 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,103 shares; 2024Q4: 348,385 shares; 2025Q1: 337,918 shares; 2025Q2: 319,198 shares; 2025Q3: 290,081 shares 290,081 $12.5M 0.02% -29,117 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,051 shares; 2025Q1: 68,942 shares; 2025Q2: 9,246 shares; 2025Q3: 93,380 shares 93,380 $12.5M 0.02% +84,134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,197 shares; 2024Q4: 287,397 shares; 2025Q1: 270,764 shares; 2025Q2: 366,346 shares; 2025Q3: 358,374 shares 358,374 $12.5M 0.02% -7,972 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,003 shares; 2024Q4: 33,043 shares; 2025Q1: 35,827 shares; 2025Q2: 37,378 shares; 2025Q3: 40,156 shares 40,156 $12.4M 0.02% +2,778 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,808 shares; 2024Q4: 179,077 shares; 2025Q1: 172,248 shares; 2025Q2: 172,030 shares; 2025Q3: 283,336 shares 283,336 $12.4M 0.02% +111,306 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,473 shares; 2024Q4: 266,624 shares; 2025Q1: 271,969 shares; 2025Q2: 274,555 shares; 2025Q3: 278,046 shares 278,046 $12.4M 0.02% +3,491 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,617 shares; 2024Q4: 349,070 shares; 2025Q1: 351,752 shares; 2025Q2: 363,327 shares; 2025Q3: 439,374 shares 439,374 $12.4M 0.02% +76,047 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,240 shares; 2024Q4: 152,430 shares; 2025Q1: 137,359 shares; 2025Q2: 123,514 shares; 2025Q3: 123,360 shares 123,360 $12.4M 0.02% -154 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,208 shares; 2024Q4: 57,937 shares; 2025Q1: 59,817 shares; 2025Q2: 60,893 shares; 2025Q3: 57,380 shares 57,380 $12.3M 0.02% -3,513 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,609 shares; 2024Q4: 222,315 shares; 2025Q1: 272,612 shares; 2025Q2: 506,254 shares; 2025Q3: 395,129 shares 395,129 $12.3M 0.02% -111,125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,865 shares; 2024Q4: 329,696 shares; 2025Q1: 326,989 shares; 2025Q2: 325,958 shares; 2025Q3: 319,864 shares 319,864 $12.3M 0.02% -6,094 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,037 shares; 2024Q4: 149,098 shares; 2025Q1: 151,262 shares; 2025Q2: 145,071 shares; 2025Q3: 134,199 shares 134,199 $12.3M 0.02% -10,872 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,068 shares; 2024Q4: 154,204 shares; 2025Q1: 140,343 shares; 2025Q2: 139,146 shares; 2025Q3: 132,608 shares 132,608 $12.3M 0.02% -6,538 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,764 shares; 2024Q4: 274,644 shares; 2025Q1: 269,302 shares; 2025Q2: 268,219 shares; 2025Q3: 261,672 shares 261,672 $12.3M 0.02% -6,547 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,305 shares; 2025Q3: 89,344 shares 89,344 $12.2M 0.02% +6,039 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,193 shares; 2024Q4: 138,969 shares; 2025Q1: 145,261 shares; 2025Q2: 135,498 shares; 2025Q3: 140,128 shares 140,128 $12.2M 0.02% +4,630 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,115 shares; 2024Q4: 35,913 shares; 2025Q1: 76,413 shares; 2025Q2: 136,058 shares; 2025Q3: 168,977 shares 168,977 $12.2M 0.02% +32,919 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,368 shares; 2024Q4: 175,112 shares; 2025Q1: 213,407 shares; 2025Q2: 213,723 shares; 2025Q3: 236,645 shares 236,645 $12.1M 0.02% +22,922 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,094 shares; 2024Q4: 44,280 shares; 2025Q1: 47,936 shares; 2025Q2: 48,108 shares; 2025Q3: 41,596 shares 41,596 $12M 0.02% -6,512 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,537 shares; 2024Q4: 286,085 shares; 2025Q1: 293,874 shares; 2025Q2: 294,025 shares; 2025Q3: 299,441 shares 299,441 $11.9M 0.02% +5,416 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,380 shares; 2024Q4: 158,699 shares; 2025Q1: 191,349 shares; 2025Q2: 527,871 shares; 2025Q3: 256,306 shares 256,306 $11.9M 0.02% -271,565 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,879 shares; 2024Q4: 116,657 shares; 2025Q1: 123,405 shares; 2025Q2: 103,652 shares; 2025Q3: 88,556 shares 88,556 $11.9M 0.02% -15,096 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,836 shares; 2024Q4: 68,919 shares; 2025Q1: 66,758 shares; 2025Q2: 471,390 shares; 2025Q3: 478,353 shares 478,353 $11.9M 0.02% +6,963 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,954 shares; 2024Q4: 290,985 shares; 2025Q1: 304,686 shares; 2025Q2: 302,155 shares; 2025Q3: 317,957 shares 317,957 $11.8M 0.02% +15,802 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,662 shares; 2024Q4: 15,059 shares; 2025Q1: 15,101 shares; 2025Q2: 14,958 shares; 2025Q3: 12,653 shares 12,653 $11.8M 0.02% -2,305 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 22,857 shares; 2025Q1: 23,870 shares; 2025Q2: 24,853 shares; 2025Q3: 24,754 shares 24,754 $11.8M 0.02% -99 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,886 shares; 2025Q2: 7,786 shares; 2025Q3: 232,147 shares 232,147 $11.8M 0.02% +224,361 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,712 shares; 2024Q4: 184,882 shares; 2025Q1: 182,125 shares; 2025Q2: 181,300 shares; 2025Q3: 176,377 shares 176,377 $11.8M 0.02% -4,923 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,357 shares; 2024Q4: 374,427 shares; 2025Q1: 451,953 shares; 2025Q2: 490,527 shares; 2025Q3: 541,597 shares 541,597 $11.8M 0.02% +51,070 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,473 shares; 2024Q4: 630,031 shares; 2025Q1: 742,190 shares; 2025Q2: 782,323 shares; 2025Q3: 816,120 shares 816,120 $11.7M 0.02% +33,797 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,321 shares; 2024Q4: 159,410 shares; 2025Q1: 297,028 shares; 2025Q2: 344,522 shares; 2025Q3: 347,660 shares 347,660 $11.7M 0.02% +3,138 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,894 shares; 2024Q4: 393,264 shares; 2025Q1: 384,436 shares; 2025Q2: 354,471 shares; 2025Q3: 320,410 shares 320,410 $11.7M 0.02% -34,061 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,559 shares; 2024Q4: 257,630 shares; 2025Q1: 253,774 shares; 2025Q2: 258,427 shares; 2025Q3: 256,915 shares 256,915 $11.7M 0.02% -1,512 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,990 shares; 2024Q4: 121,173 shares; 2025Q1: 157,021 shares; 2025Q2: 164,655 shares; 2025Q3: 185,659 shares 185,659 $11.6M 0.02% +21,004 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,570 shares; 2024Q4: 108,065 shares; 2025Q1: 111,237 shares; 2025Q2: 112,124 shares; 2025Q3: 108,074 shares 108,074 $11.6M 0.02% -4,050 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,890 shares; 2024Q4: 306,563 shares; 2025Q1: 614,753 shares; 2025Q2: 387,110 shares; 2025Q3: 373,549 shares 373,549 $11.6M 0.02% -13,561 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,167 shares; 2024Q4: 285,293 shares; 2025Q1: 257,549 shares; 2025Q2: 217,510 shares; 2025Q3: 182,672 shares 182,672 $11.6M 0.02% -34,838 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,692 shares; 2024Q4: 50,579 shares; 2025Q1: 53,772 shares; 2025Q2: 53,998 shares; 2025Q3: 35,903 shares 35,903 $11.6M 0.02% -18,095 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,527 shares; 2024Q4: 135,948 shares; 2025Q1: 175,826 shares; 2025Q2: 187,364 shares; 2025Q3: 221,820 shares 221,820 $11.6M 0.02% +34,456 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,946 shares; 2024Q4: 73,507 shares; 2025Q1: 83,115 shares; 2025Q2: 93,407 shares; 2025Q3: 100,670 shares 100,670 $11.5M 0.01% +7,263 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,550 shares; 2024Q4: 287,292 shares; 2025Q1: 290,365 shares; 2025Q2: 207,830 shares; 2025Q3: 208,194 shares 208,194 $11.5M 0.01% +364 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 122,593 shares; 2025Q1: 145,224 shares; 2025Q2: 129,263 shares; 2025Q3: 128,186 shares 128,186 $11.5M 0.01% -1,077 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,685 shares; 2024Q4: 179,605 shares; 2025Q1: 182,556 shares; 2025Q2: 383,358 shares; 2025Q3: 798,222 shares 798,222 $11.5M 0.01% +414,864 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 22,180 shares; 2025Q1: 39,420 shares; 2025Q2: 44,274 shares; 2025Q3: 39,991 shares 39,991 $11.5M 0.01% -4,283 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,615 shares; 2024Q4: 113,727 shares; 2025Q1: 125,809 shares; 2025Q2: 141,243 shares; 2025Q3: 285,105 shares 285,105 $11.5M 0.01% +143,862 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,643 shares; 2024Q4: 152,025 shares; 2025Q1: 176,179 shares; 2025Q2: 199,280 shares; 2025Q3: 224,882 shares 224,882 $11.5M 0.01% +25,602 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,556 shares; 2024Q4: 490,746 shares; 2025Q1: 499,259 shares; 2025Q2: 509,827 shares; 2025Q3: 526,944 shares 526,944 $11.5M 0.01% +17,117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,479 shares; 2024Q4: 139,704 shares; 2025Q1: 201,743 shares; 2025Q2: 191,712 shares; 2025Q3: 161,376 shares 161,376 $11.4M 0.01% -30,336 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,517 shares; 2024Q4: 296,100 shares; 2025Q1: 286,887 shares; 2025Q2: 277,673 shares; 2025Q3: 269,674 shares 269,674 $11.4M 0.01% -7,999 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,008 shares; 2024Q4: 101,361 shares; 2025Q1: 105,967 shares; 2025Q2: 109,195 shares; 2025Q3: 84,537 shares 84,537 $11.4M 0.01% -24,658 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,895 shares; 2024Q4: 62,998 shares; 2025Q1: 64,320 shares; 2025Q2: 62,736 shares; 2025Q3: 60,524 shares 60,524 $11.4M 0.01% -2,212 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,897 shares; 2024Q4: 223,225 shares; 2025Q1: 218,985 shares; 2025Q2: 197,152 shares; 2025Q3: 193,177 shares 193,177 $11.3M 0.01% -3,975 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,046 shares; 2024Q4: 23,306 shares; 2025Q1: 24,796 shares; 2025Q2: 25,017 shares; 2025Q3: 22,682 shares 22,682 $11.3M 0.01% -2,335 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,203 shares; 2024Q4: 107,416 shares; 2025Q1: 107,330 shares; 2025Q2: 104,138 shares; 2025Q3: 97,378 shares 97,378 $11.3M 0.01% -6,760 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,493 shares; 2024Q4: 227,517 shares; 2025Q1: 342,998 shares; 2025Q2: 256,535 shares; 2025Q3: 267,969 shares 267,969 $11.3M 0.01% +11,434 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,694 shares; 2024Q4: 686,444 shares; 2025Q1: 712,723 shares; 2025Q2: 702,944 shares; 2025Q3: 701,094 shares 701,094 $11.2M 0.01% -1,850 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,415 shares; 2024Q4: 231,144 shares; 2025Q1: 245,761 shares; 2025Q2: 239,872 shares; 2025Q3: 229,400 shares 229,400 $11.2M 0.01% -10,472 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,703 shares; 2024Q4: 341,099 shares; 2025Q1: 346,278 shares; 2025Q2: 335,967 shares; 2025Q3: 333,569 shares 333,569 $11.2M 0.01% -2,398 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,816 shares; 2024Q4: 149,266 shares; 2025Q1: 150,844 shares; 2025Q2: 125,065 shares; 2025Q3: 117,148 shares 117,148 $11.2M 0.01% -7,917 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,406 shares; 2024Q4: 42,991 shares; 2025Q1: 39,595 shares; 2025Q2: 353,689 shares; 2025Q3: 359,879 shares 359,879 $11.2M 0.01% +6,190 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,504 shares; 2024Q4: 70,148 shares; 2025Q1: 66,535 shares; 2025Q2: 89,769 shares; 2025Q3: 142,287 shares 142,287 $11.2M 0.01% +52,518 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,435 shares; 2024Q4: 28,024 shares; 2025Q1: 32,281 shares; 2025Q2: 28,010 shares; 2025Q3: 66,636 shares 66,636 $11.2M 0.01% +38,626 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,712 shares; 2024Q4: 215,184 shares; 2025Q1: 563,747 shares; 2025Q2: 587,144 shares; 2025Q3: 224,752 shares 224,752 $11.2M 0.01% -362,392 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 16,474 shares; 2025Q1: 16,725 shares; 2025Q2: 18,305 shares; 2025Q3: 17,407 shares 17,407 $11.1M 0.01% -898 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 135,351 shares; 2025Q1: 161,596 shares; 2025Q2: 184,901 shares; 2025Q3: 215,256 shares 215,256 $11.1M 0.01% +30,355 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,662 shares; 2024Q4: 130,492 shares; 2025Q1: 122,386 shares; 2025Q2: 124,310 shares; 2025Q3: 122,510 shares 122,510 $11.1M 0.01% -1,800 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,335 shares; 2024Q4: 327,647 shares; 2025Q1: 524,751 shares; 2025Q2: 493,839 shares; 2025Q3: 225,483 shares 225,483 $11.1M 0.01% -268,356 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,989 shares; 2024Q4: 43,598 shares; 2025Q1: 49,823 shares; 2025Q2: 52,888 shares; 2025Q3: 47,188 shares 47,188 $11.1M 0.01% -5,700 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,270 shares; 2024Q4: 134,495 shares; 2025Q1: 152,410 shares; 2025Q2: 164,776 shares; 2025Q3: 148,374 shares 148,374 $11.1M 0.01% -16,402 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,917 shares; 2024Q4: 235,116 shares; 2025Q1: 274,014 shares; 2025Q2: 323,608 shares; 2025Q3: 273,083 shares 273,083 $11.1M 0.01% -50,525 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,398 shares; 2024Q4: 345,356 shares; 2025Q1: 434,545 shares; 2025Q2: 477,748 shares; 2025Q3: 535,617 shares 535,617 $11M 0.01% +57,869 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,453 shares; 2024Q4: 202,996 shares; 2025Q1: 351,233 shares; 2025Q2: 345,959 shares; 2025Q3: 426,998 shares 426,998 $10.9M 0.01% +81,039 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,180 shares; 2024Q4: 62,413 shares; 2025Q1: 63,199 shares; 2025Q2: 85,947 shares; 2025Q3: 86,222 shares 86,222 $10.9M 0.01% +275 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,690 shares; 2024Q4: 466,783 shares; 2025Q1: 516,060 shares; 2025Q2: 423,201 shares; 2025Q3: 297,824 shares 297,824 $10.9M 0.01% -125,377 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,420 shares; 2024Q4: 193,361 shares; 2025Q1: 203,069 shares; 2025Q2: 197,208 shares; 2025Q3: 176,627 shares 176,627 $10.9M 0.01% -20,581 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,099 shares; 2024Q4: 505,801 shares; 2025Q1: 181,731 shares; 2025Q2: 319,579 shares; 2025Q3: 278,825 shares 278,825 $10.8M 0.01% -40,754 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,953 shares; 2024Q4: 523,321 shares; 2025Q1: 476,084 shares; 2025Q2: 497,407 shares; 2025Q3: 472,307 shares 472,307 $10.8M 0.01% -25,100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,230 shares; 2024Q4: 477,828 shares; 2025Q1: 502,523 shares; 2025Q2: 548,632 shares; 2025Q3: 467,519 shares 467,519 $10.8M 0.01% -81,113 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,875 shares; 2024Q4: 476,602 shares; 2025Q1: 505,984 shares; 2025Q2: 564,268 shares; 2025Q3: 564,538 shares 564,538 $10.8M 0.01% +270 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,211 shares; 2024Q4: 259,034 shares; 2025Q1: 266,696 shares; 2025Q2: 287,137 shares; 2025Q3: 244,257 shares 244,257 $10.8M 0.01% -42,880 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,260 shares; 2024Q4: 668,506 shares; 2025Q1: 697,072 shares; 2025Q2: 383,617 shares; 2025Q3: 364,002 shares 364,002 $10.8M 0.01% -19,615 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,085 shares; 2024Q4: 97,830 shares; 2025Q1: 101,849 shares; 2025Q2: 97,299 shares; 2025Q3: 142,288 shares 142,288 $10.8M 0.01% +44,989 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,412 shares; 2024Q4: 202,825 shares; 2025Q1: 158,670 shares; 2025Q2: 163,492 shares; 2025Q3: 127,925 shares 127,925 $10.8M 0.01% -35,567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,185 shares; 2024Q4: 263,264 shares; 2025Q1: 276,728 shares; 2025Q2: 198,666 shares; 2025Q3: 213,093 shares 213,093 $10.7M 0.01% +14,427 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,070 shares; 2024Q4: 28,368 shares; 2025Q1: 61,406 shares; 2025Q2: 58,619 shares; 2025Q3: 55,968 shares 55,968 $10.7M 0.01% -2,651 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,134 shares; 2024Q4: 126,330 shares; 2025Q1: 124,310 shares; 2025Q2: 118,937 shares; 2025Q3: 120,060 shares 120,060 $10.7M 0.01% +1,123 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,204 shares; 2024Q4: 82,149 shares; 2025Q1: 83,876 shares; 2025Q2: 78,839 shares; 2025Q3: 71,967 shares 71,967 $10.6M 0.01% -6,872 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,796 shares; 2024Q4: 634,217 shares; 2025Q1: 660,028 shares; 2025Q2: 400,115 shares; 2025Q3: 418,236 shares 418,236 $10.6M 0.01% +18,121 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,452 shares; 2024Q4: 152,311 shares; 2025Q1: 153,697 shares; 2025Q2: 218,226 shares; 2025Q3: 209,935 shares 209,935 $10.6M 0.01% -8,291 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 40,544 shares; 2025Q1: 50,805 shares; 2025Q2: 44,578 shares; 2025Q3: 47,918 shares 47,918 $10.6M 0.01% +3,340 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,534 shares; 2025Q2: not reported; 2025Q3: 212,550 shares 212,550 $10.6M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,081 shares; 2024Q4: 337,468 shares; 2025Q1: 355,211 shares; 2025Q2: 361,628 shares; 2025Q3: 386,614 shares 386,614 $10.6M 0.01% +24,986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,763 shares; 2024Q4: 218,162 shares; 2025Q1: 208,636 shares; 2025Q2: 233,308 shares; 2025Q3: 215,252 shares 215,252 $10.5M 0.01% -18,056 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 7,322 shares; 2025Q1: 7,120 shares; 2025Q2: 7,209 shares; 2025Q3: 7,025 shares 7,025 $10.5M 0.01% -184 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,452 shares; 2024Q4: 39,921 shares; 2025Q1: 47,892 shares; 2025Q2: 48,124 shares; 2025Q3: 62,348 shares 62,348 $10.5M 0.01% +14,224 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,371 shares; 2024Q4: 280,469 shares; 2025Q1: 197,716 shares; 2025Q2: 269,081 shares; 2025Q3: 258,935 shares 258,935 $10.5M 0.01% -10,146 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,274 shares; 2024Q4: 201,217 shares; 2025Q1: 241,811 shares; 2025Q2: 302,164 shares; 2025Q3: 328,596 shares 328,596 $10.5M 0.01% +26,432 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,117 shares; 2025Q2: 218,320 shares; 2025Q3: 222,162 shares 222,162 $10.4M 0.01% +3,842 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,546 shares; 2024Q4: 142,769 shares; 2025Q1: 134,213 shares; 2025Q2: 140,745 shares; 2025Q3: 115,899 shares 115,899 $10.4M 0.01% -24,846 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,958 shares; 2024Q4: 241,099 shares; 2025Q1: 250,471 shares; 2025Q2: 235,518 shares; 2025Q3: 217,498 shares 217,498 $10.4M 0.01% -18,020 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,412 shares; 2024Q4: 146,912 shares; 2025Q1: 143,511 shares; 2025Q2: 142,380 shares; 2025Q3: 102,301 shares 102,301 $10.4M 0.01% -40,079 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,136 shares; 2024Q4: 180,673 shares; 2025Q1: 354,722 shares; 2025Q2: 364,386 shares; 2025Q3: 353,043 shares 353,043 $10.3M 0.01% -11,343 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,542 shares; 2024Q4: 90,013 shares; 2025Q1: 90,308 shares; 2025Q2: 74,371 shares; 2025Q3: 74,042 shares 74,042 $10.3M 0.01% -329 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,397 shares; 2024Q4: 177,719 shares; 2025Q1: 245,622 shares; 2025Q2: 230,631 shares; 2025Q3: 205,278 shares 205,278 $10.3M 0.01% -25,353 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,139 shares; 2024Q4: 127,012 shares; 2025Q1: 132,602 shares; 2025Q2: 136,774 shares; 2025Q3: 137,236 shares 137,236 $10.3M 0.01% +462 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,377 shares; 2024Q4: 238,980 shares; 2025Q1: 234,532 shares; 2025Q2: 215,827 shares; 2025Q3: 204,138 shares 204,138 $10.2M 0.01% -11,689 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,336 shares; 2024Q4: 314,043 shares; 2025Q1: 428,266 shares; 2025Q2: 581,595 shares; 2025Q3: 804,934 shares 804,934 $10.2M 0.01% +223,339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,439 shares; 2024Q4: 717,547 shares; 2025Q1: 858,829 shares; 2025Q2: 934,785 shares; 2025Q3: 597,586 shares 597,586 $10.2M 0.01% -337,199 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,034 shares; 2025Q1: 146,952 shares; 2025Q2: 218,790 shares; 2025Q3: 406,656 shares 406,656 $10.2M 0.01% +187,866 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,526 shares; 2024Q4: 375,875 shares; 2025Q1: 434,843 shares; 2025Q2: 387,064 shares; 2025Q3: 251,802 shares 251,802 $10.2M 0.01% -135,262 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,250 shares; 2024Q4: 115,761 shares; 2025Q1: 113,517 shares; 2025Q2: 126,762 shares; 2025Q3: 136,265 shares 136,265 $10.1M 0.01% +9,503 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,981 shares; 2024Q4: 965,177 shares; 2025Q1: 1,279,968 shares; 2025Q2: 794,331 shares; 2025Q3: 487,541 shares 487,541 $10.1M 0.01% -306,790 JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,854 shares; 2024Q4: 87,085 shares; 2025Q1: 96,751 shares; 2025Q2: 101,937 shares; 2025Q3: 109,642 shares 109,642 $10.1M 0.01% +7,705 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,444 shares; 2024Q4: 69,698 shares; 2025Q1: 71,871 shares; 2025Q2: 48,164 shares; 2025Q3: 44,275 shares 44,275 $10.1M 0.01% -3,889 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 45,684 shares; 2025Q1: 52,482 shares; 2025Q2: 54,121 shares; 2025Q3: 43,613 shares 43,613 $10M 0.01% -10,508 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,528 shares; 2024Q4: 264,737 shares; 2025Q1: 288,208 shares; 2025Q2: 248,950 shares; 2025Q3: 228,459 shares 228,459 $10M 0.01% -20,491 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,127 shares; 2024Q4: 163,558 shares; 2025Q1: 164,001 shares; 2025Q2: 133,249 shares; 2025Q3: 128,353 shares 128,353 $9.98M 0.01% -4,896 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,658 shares; 2024Q4: 211,475 shares; 2025Q1: 177,715 shares; 2025Q2: 178,170 shares; 2025Q3: 166,379 shares 166,379 $9.94M 0.01% -11,791 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,145 shares; 2024Q4: 90,207 shares; 2025Q1: 80,403 shares; 2025Q2: 79,288 shares; 2025Q3: 71,600 shares 71,600 $9.92M 0.01% -7,688 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,806 shares; 2024Q4: 99,864 shares; 2025Q1: 106,557 shares; 2025Q2: 112,774 shares; 2025Q3: 138,629 shares 138,629 $9.86M 0.01% +25,855 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,433 shares; 2024Q4: 240,843 shares; 2025Q1: 250,800 shares; 2025Q2: 239,830 shares; 2025Q3: 384,943 shares 384,943 $9.86M 0.01% +145,113 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,307 shares; 2024Q4: 338,563 shares; 2025Q1: 345,975 shares; 2025Q2: 345,989 shares; 2025Q3: 220,903 shares 220,903 $9.85M 0.01% -125,086 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,427 shares; 2024Q4: 31,325 shares; 2025Q1: 37,655 shares; 2025Q2: 42,453 shares; 2025Q3: 42,763 shares 42,763 $9.84M 0.01% +310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,984 shares; 2024Q4: 19,904 shares; 2025Q1: 19,735 shares; 2025Q2: 445,119 shares; 2025Q3: 427,486 shares 427,486 $9.83M 0.01% -17,633 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,419 shares; 2024Q4: 184,041 shares; 2025Q1: 385,094 shares; 2025Q2: 376,601 shares; 2025Q3: 373,608 shares 373,608 $9.8M 0.01% -2,993 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,661 shares; 2024Q4: 140,970 shares; 2025Q1: 140,282 shares; 2025Q2: 143,099 shares; 2025Q3: 144,775 shares 144,775 $9.79M 0.01% +1,676 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,232 shares; 2024Q4: 378,277 shares; 2025Q1: 396,892 shares; 2025Q2: 573,478 shares; 2025Q3: 868,776 shares 868,776 $9.77M 0.01% +295,298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,917 shares; 2024Q4: 84,039 shares; 2025Q1: 89,513 shares; 2025Q2: 74,159 shares; 2025Q3: 65,068 shares 65,068 $9.75M 0.01% -9,091 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,110 shares; 2024Q4: 278,760 shares; 2025Q1: 290,901 shares; 2025Q2: 307,373 shares; 2025Q3: 292,268 shares 292,268 $9.74M 0.01% -15,105 Timeline SPD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,243 shares; 2024Q4: 113,758 shares; 2025Q1: 119,276 shares; 2025Q2: 143,982 shares; 2025Q3: 245,555 shares 245,555 $9.7M 0.01% +101,573 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,648 shares; 2024Q4: 700,345 shares; 2025Q1: 603,994 shares; 2025Q2: 430,831 shares; 2025Q3: 171,648 shares 171,648 $9.69M 0.01% -259,183 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,387 shares; 2024Q4: 59,639 shares; 2025Q1: 102,041 shares; 2025Q2: 223,276 shares; 2025Q3: 212,463 shares 212,463 $9.66M 0.01% -10,813 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,275 shares; 2024Q4: 144,328 shares; 2025Q1: 303,455 shares; 2025Q2: 328,417 shares; 2025Q3: 323,760 shares 323,760 $9.64M 0.01% -4,657 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,860 shares; 2024Q4: 117,355 shares; 2025Q1: 111,175 shares; 2025Q2: 110,418 shares; 2025Q3: 109,649 shares 109,649 $9.64M 0.01% -769 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 10,026 shares; 2025Q1: 10,514 shares; 2025Q2: 18,436 shares; 2025Q3: 35,419 shares 35,419 $9.63M 0.01% +16,983 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,573 shares; 2024Q4: 114,401 shares; 2025Q1: 111,419 shares; 2025Q2: 142,423 shares; 2025Q3: 141,664 shares 141,664 $9.63M 0.01% -759 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,368 shares; 2024Q4: 332,891 shares; 2025Q1: 383,544 shares; 2025Q2: 374,610 shares; 2025Q3: 453,249 shares 453,249 $9.62M 0.01% +78,639 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,444 shares; 2024Q4: 103,593 shares; 2025Q1: 102,352 shares; 2025Q2: 107,172 shares; 2025Q3: 88,358 shares 88,358 $9.6M 0.01% -18,814 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,732 shares; 2024Q4: 509,751 shares; 2025Q1: 509,483 shares; 2025Q2: 507,312 shares; 2025Q3: 373,355 shares 373,355 $9.59M 0.01% -133,957 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,779 shares; 2024Q4: 671,602 shares; 2025Q1: 707,151 shares; 2025Q2: 626,648 shares; 2025Q3: 553,116 shares 553,116 $9.55M 0.01% -73,532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,472 shares; 2024Q4: 721,914 shares; 2025Q1: 743,866 shares; 2025Q2: 769,784 shares; 2025Q3: 780,984 shares 780,984 $9.51M 0.01% +11,200 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,894 shares; 2024Q4: 92,373 shares; 2025Q1: 86,177 shares; 2025Q2: 263,086 shares; 2025Q3: 411,581 shares 411,581 $9.5M 0.01% +148,495 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,986 shares; 2024Q4: 62,961 shares; 2025Q1: 61,677 shares; 2025Q2: 65,181 shares; 2025Q3: 59,155 shares 59,155 $9.5M 0.01% -6,026 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,102 shares; 2024Q4: 348,289 shares; 2025Q1: 407,388 shares; 2025Q2: 252,391 shares; 2025Q3: 275,339 shares 275,339 $9.46M 0.01% +22,948 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,493 shares; 2024Q4: 52,780 shares; 2025Q1: 107,995 shares; 2025Q2: 160,837 shares; 2025Q3: 152,326 shares 152,326 $9.46M 0.01% -8,511 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,342 shares; 2024Q4: 78,758 shares; 2025Q1: 78,637 shares; 2025Q2: 71,308 shares; 2025Q3: 66,891 shares 66,891 $9.46M 0.01% -4,417 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,568 shares; 2025Q1: 9,904 shares; 2025Q2: 9,775 shares; 2025Q3: 9,923 shares 9,923 $9.46M 0.01% +148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,631 shares; 2024Q4: 242,106 shares; 2025Q1: 279,147 shares; 2025Q2: 426,120 shares; 2025Q3: 310,664 shares 310,664 $9.41M 0.01% -115,456 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,640 shares; 2024Q4: 299,677 shares; 2025Q1: 358,112 shares; 2025Q2: 372,149 shares; 2025Q3: 391,183 shares 391,183 $9.36M 0.01% +19,034 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,476 shares; 2024Q4: 675,396 shares; 2025Q1: 708,859 shares; 2025Q2: 781,188 shares; 2025Q3: 820,735 shares 820,735 $9.35M 0.01% +39,547 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991,746 shares; 2024Q4: 986,916 shares; 2025Q1: 1,082,365 shares; 2025Q2: 932,377 shares; 2025Q3: 643,326 shares 643,326 $9.29M 0.01% -289,051 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,598 shares; 2024Q4: 69,903 shares; 2025Q1: 78,212 shares; 2025Q2: 89,839 shares; 2025Q3: 74,238 shares 74,238 $9.28M 0.01% -15,601 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,238 shares; 2024Q4: 231,703 shares; 2025Q1: 226,208 shares; 2025Q2: 350,294 shares; 2025Q3: 287,948 shares 287,948 $9.27M 0.01% -62,346 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,994 shares; 2024Q4: 698,285 shares; 2025Q1: 668,024 shares; 2025Q2: 651,388 shares; 2025Q3: 637,681 shares 637,681 $9.24M 0.01% -13,707 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,916 shares; 2024Q4: 26,903 shares; 2025Q1: 23,768 shares; 2025Q2: 25,109 shares; 2025Q3: 25,906 shares 25,906 $9.24M 0.01% +797 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,391 shares; 2024Q4: 1,558,158 shares; 2025Q1: 1,556,779 shares; 2025Q2: 1,579,641 shares; 2025Q3: 1,521,376 shares 1,521,376 $9.23M 0.01% -58,265 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,616 shares; 2024Q4: 53,853 shares; 2025Q1: 53,944 shares; 2025Q2: 53,832 shares; 2025Q3: 53,448 shares 53,448 $9.22M 0.01% -384 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,258 shares; 2024Q4: 95,143 shares; 2025Q1: 128,404 shares; 2025Q2: 104,019 shares; 2025Q3: 104,248 shares 104,248 $9.22M 0.01% +229 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,021 shares; 2024Q4: 213,999 shares; 2025Q1: 196,651 shares; 2025Q2: 193,801 shares; 2025Q3: 188,123 shares 188,123 $9.19M 0.01% -5,678 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,189 shares; 2024Q4: 666,298 shares; 2025Q1: 672,177 shares; 2025Q2: 676,091 shares; 2025Q3: 650,339 shares 650,339 $9.18M 0.01% -25,752 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,796 shares; 2024Q4: 179,102 shares; 2025Q1: 223,143 shares; 2025Q2: 192,412 shares; 2025Q3: 180,959 shares 180,959 $9.17M 0.01% -11,453 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,193 shares; 2024Q4: 312,357 shares; 2025Q1: 330,420 shares; 2025Q2: 310,266 shares; 2025Q3: 292,980 shares 292,980 $9.13M 0.01% -17,286 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,292 shares; 2024Q4: 73,682 shares; 2025Q1: 74,034 shares; 2025Q2: 74,346 shares; 2025Q3: 70,981 shares 70,981 $9.11M 0.01% -3,365 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,352 shares; 2024Q4: 452,869 shares; 2025Q1: 413,304 shares; 2025Q2: 418,022 shares; 2025Q3: 334,286 shares 334,286 $9.09M 0.01% -83,736 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,206 shares; 2024Q4: 229,497 shares; 2025Q1: 309,980 shares; 2025Q2: 274,224 shares; 2025Q3: 265,868 shares 265,868 $9.09M 0.01% -8,356 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,759 shares; 2024Q4: 116,683 shares; 2025Q1: 118,643 shares; 2025Q2: 105,053 shares; 2025Q3: 98,416 shares 98,416 $9.09M 0.01% -6,637 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 190,536 shares; 2025Q1: 251,072 shares; 2025Q2: 440,154 shares; 2025Q3: 286,327 shares 286,327 $9.09M 0.01% -153,827 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,070 shares; 2024Q4: 160,137 shares; 2025Q1: 170,926 shares; 2025Q2: 116,110 shares; 2025Q3: 110,682 shares 110,682 $9.08M 0.01% -5,428 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 18,014 shares; 2025Q1: 18,419 shares; 2025Q2: 17,755 shares; 2025Q3: 16,134 shares 16,134 $9.07M 0.01% -1,621 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,836 shares; 2024Q4: 54,921 shares; 2025Q1: 135,962 shares; 2025Q2: 417,459 shares; 2025Q3: 414,906 shares 414,906 $9.07M 0.01% -2,553 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; 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; 2025Q3: 1,487,634 shares 1,487,634 $9.06M 0.01% -391,028 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,357 shares; 2024Q4: 183,727 shares; 2025Q1: 169,428 shares; 2025Q2: 114,111 shares; 2025Q3: 108,513 shares 108,513 $9.05M 0.01% -5,598 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,449 shares; 2024Q4: 141,928 shares; 2025Q1: 138,508 shares; 2025Q2: 197,777 shares; 2025Q3: 360,038 shares 360,038 $9.05M 0.01% +162,261 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,837 shares; 2024Q4: 21,471 shares; 2025Q1: 23,944 shares; 2025Q2: 24,673 shares; 2025Q3: 18,718 shares 18,718 $9.04M 0.01% -5,955 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,587 shares; 2024Q4: 98,795 shares; 2025Q1: 95,317 shares; 2025Q2: 93,216 shares; 2025Q3: 82,453 shares 82,453 $9.04M 0.01% -10,763 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 13,602 shares; 2025Q1: 13,813 shares; 2025Q2: 16,575 shares; 2025Q3: 15,957 shares 15,957 $9.02M 0.01% -618 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,476 shares; 2024Q4: 26,939 shares; 2025Q1: 25,777 shares; 2025Q2: 24,637 shares; 2025Q3: 36,731 shares 36,731 $9.01M 0.01% +12,094 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,891 shares; 2024Q4: 437,088 shares; 2025Q1: 459,602 shares; 2025Q2: 407,645 shares; 2025Q3: 344,145 shares 344,145 $8.96M 0.01% -63,500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 320,912 shares; 2025Q1: 303,878 shares; 2025Q2: 256,940 shares; 2025Q3: 219,645 shares 219,645 $8.96M 0.01% -37,295 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,542 shares; 2024Q4: 126,995 shares; 2025Q1: 408,645 shares; 2025Q2: 417,199 shares; 2025Q3: 437,327 shares 437,327 $8.95M 0.01% +20,128 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,630 shares; 2024Q4: 368,631 shares; 2025Q1: 394,356 shares; 2025Q2: 395,444 shares; 2025Q3: 382,949 shares 382,949 $8.95M 0.01% -12,495 VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,518 shares; 2024Q4: 22,943 shares; 2025Q1: 24,404 shares; 2025Q2: 28,914 shares; 2025Q3: 29,525 shares 29,525 $8.93M 0.01% +611 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,351 shares; 2024Q4: 706,386 shares; 2025Q1: 657,641 shares; 2025Q2: 152,128 shares; 2025Q3: 377,293 shares 377,293 $8.92M 0.01% +225,165 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,972 shares; 2024Q4: 62,622 shares; 2025Q1: 61,751 shares; 2025Q2: 56,364 shares; 2025Q3: 45,572 shares 45,572 $8.91M 0.01% -10,792 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,401 shares; 2024Q4: 183,632 shares; 2025Q1: 178,747 shares; 2025Q2: 187,484 shares; 2025Q3: 150,264 shares 150,264 $8.88M 0.01% -37,220 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,278 shares; 2024Q4: 451,201 shares; 2025Q1: 460,178 shares; 2025Q2: 452,065 shares; 2025Q3: 444,301 shares 444,301 $8.87M 0.01% -7,764 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,583 shares; 2024Q4: 298,759 shares; 2025Q1: 175,963 shares; 2025Q2: 129,193 shares; 2025Q3: 128,329 shares 128,329 $8.87M 0.01% -864 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,393 shares; 2024Q4: 106,214 shares; 2025Q1: 104,036 shares; 2025Q2: 105,941 shares; 2025Q3: 105,479 shares 105,479 $8.84M 0.01% -462 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,511 shares; 2024Q4: 24,378 shares; 2025Q1: 24,031 shares; 2025Q2: 24,443 shares; 2025Q3: 27,752 shares 27,752 $8.82M 0.01% +3,309 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,386 shares; 2024Q4: 21,302 shares; 2025Q1: 16,835 shares; 2025Q2: 16,061 shares; 2025Q3: 16,071 shares 16,071 $8.79M 0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,540 shares; 2024Q4: 162,433 shares; 2025Q1: 144,895 shares; 2025Q2: 144,514 shares; 2025Q3: 132,880 shares 132,880 $8.76M 0.01% -11,634 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,635 shares; 2025Q3: 240,208 shares 240,208 $8.76M 0.01% -12,427 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,456 shares; 2024Q4: 91,125 shares; 2025Q1: 103,797 shares; 2025Q2: 81,443 shares; 2025Q3: 78,189 shares 78,189 $8.74M 0.01% -3,254 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,540 shares; 2024Q4: 162,011 shares; 2025Q1: 178,035 shares; 2025Q2: 258,971 shares; 2025Q3: 348,301 shares 348,301 $8.74M 0.01% +89,330 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,447 shares; 2024Q4: 53,334 shares; 2025Q1: 48,556 shares; 2025Q2: 50,565 shares; 2025Q3: 94,272 shares 94,272 $8.71M 0.01% +43,707 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 30,015 shares; 2025Q1: 51,691 shares; 2025Q2: 121,473 shares; 2025Q3: 82,894 shares 82,894 $8.7M 0.01% -38,579 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,865 shares; 2024Q4: 456,616 shares; 2025Q1: 480,109 shares; 2025Q2: 488,783 shares; 2025Q3: 489,108 shares 489,108 $8.69M 0.01% +325 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,558 shares; 2025Q3: 179,586 shares 179,586 $8.6M 0.01% -1,972 Timeline