MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 3,994 shares; 2025Q1: 4,063 shares; 2025Q2: 4,117 shares; 2025Q3: 4,498 shares 4,498 $8.6M 0.01% +381 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,562 shares; 2024Q4: 93,862 shares; 2025Q1: 118,026 shares; 2025Q2: 124,598 shares; 2025Q3: 127,330 shares 127,330 $8.58M 0.01% +2,732 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,493 shares; 2024Q4: 175,517 shares; 2025Q1: 163,980 shares; 2025Q2: 268,610 shares; 2025Q3: 197,210 shares 197,210 $8.58M 0.01% -71,400 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,200 shares; 2024Q4: 409,771 shares; 2025Q1: 406,472 shares; 2025Q2: 254,094 shares; 2025Q3: 409,643 shares 409,643 $8.57M 0.01% +155,549 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,370 shares; 2024Q4: 214,315 shares; 2025Q1: 202,504 shares; 2025Q2: 303,114 shares; 2025Q3: 260,183 shares 260,183 $8.57M 0.01% -42,931 Timeline CDX 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: 169,548 shares; 2024Q4: 175,977 shares; 2025Q1: 178,902 shares; 2025Q2: 368,894 shares; 2025Q3: 373,713 shares 373,713 $8.56M 0.01% +4,819 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,869 shares; 2024Q4: 343,965 shares; 2025Q1: 392,657 shares; 2025Q2: 432,562 shares; 2025Q3: 298,659 shares 298,659 $8.56M 0.01% -133,903 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,484 shares; 2024Q4: 101,401 shares; 2025Q1: 151,288 shares; 2025Q2: 189,066 shares; 2025Q3: 204,037 shares 204,037 $8.54M 0.01% +14,971 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,670 shares; 2025Q2: 303,821 shares; 2025Q3: 262,819 shares 262,819 $8.52M 0.01% -41,002 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 70,307 shares; 2025Q1: 70,327 shares; 2025Q2: 69,240 shares; 2025Q3: 67,910 shares 67,910 $8.52M 0.01% -1,330 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,552 shares; 2024Q4: 94,734 shares; 2025Q1: 93,623 shares; 2025Q2: 92,669 shares; 2025Q3: 89,228 shares 89,228 $8.52M 0.01% -3,441 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,548 shares; 2024Q4: 41,230 shares; 2025Q1: 47,515 shares; 2025Q2: 55,041 shares; 2025Q3: 61,579 shares 61,579 $8.51M 0.01% +6,538 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,044 shares; 2024Q4: 28,076 shares; 2025Q1: 47,826 shares; 2025Q2: 86,842 shares; 2025Q3: 84,556 shares 84,556 $8.49M 0.01% -2,286 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,656 shares; 2024Q4: 188,865 shares; 2025Q1: 192,095 shares; 2025Q2: 195,014 shares; 2025Q3: 209,650 shares 209,650 $8.48M 0.01% +14,636 Timeline AVSU 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: 116,811 shares; 2024Q4: 117,491 shares; 2025Q1: 113,589 shares; 2025Q2: 115,637 shares; 2025Q3: 115,255 shares 115,255 $8.48M 0.01% -382 Timeline CZA 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: 80,137 shares; 2024Q4: 82,789 shares; 2025Q1: 82,730 shares; 2025Q2: 81,222 shares; 2025Q3: 77,091 shares 77,091 $8.47M 0.01% -4,131 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,771 shares; 2024Q4: 130,544 shares; 2025Q1: 236,983 shares; 2025Q2: 293,903 shares; 2025Q3: 255,505 shares 255,505 $8.47M 0.01% -38,398 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,319 shares; 2024Q4: 722,434 shares; 2025Q1: 812,562 shares; 2025Q2: 857,958 shares; 2025Q3: 862,825 shares 862,825 $8.45M 0.01% +4,867 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,472 shares; 2024Q4: 53,354 shares; 2025Q1: 53,104 shares; 2025Q2: 49,522 shares; 2025Q3: 50,431 shares 50,431 $8.44M 0.01% +909 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,456 shares; 2024Q4: 129,235 shares; 2025Q1: 124,426 shares; 2025Q2: 107,580 shares; 2025Q3: 93,678 shares 93,678 $8.39M 0.01% -13,902 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,477 shares; 2024Q4: 124,662 shares; 2025Q1: 142,272 shares; 2025Q2: 142,861 shares; 2025Q3: 148,050 shares 148,050 $8.36M 0.01% +5,189 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,032 shares; 2024Q4: 350,675 shares; 2025Q1: 270,617 shares; 2025Q2: 265,307 shares; 2025Q3: 250,783 shares 250,783 $8.34M 0.01% -14,524 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,118 shares; 2024Q4: 21,784 shares; 2025Q1: 22,262 shares; 2025Q2: 28,283 shares; 2025Q3: 23,714 shares 23,714 $8.33M 0.01% -4,569 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,811 shares; 2024Q4: 149,117 shares; 2025Q1: 124,689 shares; 2025Q2: 126,453 shares; 2025Q3: 160,107 shares 160,107 $8.31M 0.01% +33,654 Timeline IBHG 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: 366,431 shares; 2024Q4: 381,279 shares; 2025Q1: 389,017 shares; 2025Q2: 384,009 shares; 2025Q3: 369,401 shares 369,401 $8.31M 0.01% -14,608 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,878 shares; 2024Q4: 241,041 shares; 2025Q1: 243,967 shares; 2025Q2: 207,742 shares; 2025Q3: 207,908 shares 207,908 $8.3M 0.01% +166 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,296 shares; 2024Q4: 46,558 shares; 2025Q1: 44,560 shares; 2025Q2: 45,953 shares; 2025Q3: 38,974 shares 38,974 $8.29M 0.01% -6,979 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,873 shares; 2024Q4: 192,367 shares; 2025Q1: 197,562 shares; 2025Q2: 179,441 shares; 2025Q3: 106,847 shares 106,847 $8.28M 0.01% -72,594 Timeline EDOW 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: 161,732 shares; 2024Q4: 184,130 shares; 2025Q1: 202,238 shares; 2025Q2: 210,145 shares; 2025Q3: 207,154 shares 207,154 $8.27M 0.01% -2,991 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,404 shares; 2024Q4: 162,665 shares; 2025Q1: 171,402 shares; 2025Q2: 171,019 shares; 2025Q3: 179,625 shares 179,625 $8.23M 0.01% +8,606 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,318 shares; 2024Q4: 284,978 shares; 2025Q1: 267,661 shares; 2025Q2: 346,488 shares; 2025Q3: 265,089 shares 265,089 $8.21M 0.01% -81,399 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,877 shares; 2024Q4: 197,150 shares; 2025Q1: 249,111 shares; 2025Q2: 184,808 shares; 2025Q3: 154,720 shares 154,720 $8.18M 0.01% -30,088 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,213 shares; 2024Q4: 910,426 shares; 2025Q1: 939,232 shares; 2025Q2: 994,022 shares; 2025Q3: 998,858 shares 998,858 $8.17M 0.01% +4,836 GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,218 shares; 2024Q4: 185,846 shares; 2025Q1: 408,449 shares; 2025Q2: 460,926 shares; 2025Q3: 222,633 shares 222,633 $8.17M 0.01% -238,293 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,515 shares; 2024Q4: 87,893 shares; 2025Q1: 241,497 shares; 2025Q2: 249,345 shares; 2025Q3: 188,961 shares 188,961 $8.16M 0.01% -60,384 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,241 shares; 2024Q4: 120,179 shares; 2025Q1: 118,577 shares; 2025Q2: 102,221 shares; 2025Q3: 78,015 shares 78,015 $8.14M 0.01% -24,206 Timeline ZJUL 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: 278,803 shares; 2024Q4: 273,238 shares; 2025Q1: 291,323 shares; 2025Q2: 296,486 shares; 2025Q3: 283,341 shares 283,341 $8.14M 0.01% -13,145 Timeline DVYE 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: 71,881 shares; 2024Q4: 144,516 shares; 2025Q1: 172,225 shares; 2025Q2: 193,626 shares; 2025Q3: 273,904 shares 273,904 $8.13M 0.01% +80,278 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,601 shares; 2025Q1: 26,498 shares; 2025Q2: 36,665 shares; 2025Q3: 55,546 shares 55,546 $8.09M 0.01% +18,881 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,170 shares; 2024Q4: 21,551 shares; 2025Q1: 25,827 shares; 2025Q2: 32,290 shares; 2025Q3: 33,579 shares 33,579 $8.08M 0.01% +1,289 Timeline DFGX 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: 97,942 shares; 2024Q4: 118,367 shares; 2025Q1: 123,103 shares; 2025Q2: 123,756 shares; 2025Q3: 149,683 shares 149,683 $8.08M 0.01% +25,927 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,107 shares; 2024Q4: 816,036 shares; 2025Q1: 939,695 shares; 2025Q2: 475,439 shares; 2025Q3: 513,523 shares 513,523 $8.06M 0.01% +38,084 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,078 shares; 2024Q4: 199,513 shares; 2025Q1: 203,522 shares; 2025Q2: 319,145 shares; 2025Q3: 237,589 shares 237,589 $8.05M 0.01% -81,556 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,564 shares; 2024Q4: 420,848 shares; 2025Q1: 498,078 shares; 2025Q2: 542,086 shares; 2025Q3: 535,382 shares 535,382 $8.05M 0.01% -6,704 Timeline ISPY 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: 12,485 shares; 2024Q4: 41,326 shares; 2025Q1: 104,440 shares; 2025Q2: 131,263 shares; 2025Q3: 177,897 shares 177,897 $8.03M 0.01% +46,634 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,765 shares; 2024Q4: 37,723 shares; 2025Q1: 51,854 shares; 2025Q2: 34,404 shares; 2025Q3: 32,520 shares 32,520 $8.01M 0.01% -1,884 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,954 shares; 2025Q1: 334,993 shares; 2025Q2: 363,200 shares; 2025Q3: 263,661 shares 263,661 $8.01M 0.01% -99,539 Timeline SMMD 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: 129,811 shares; 2024Q4: 144,461 shares; 2025Q1: 132,164 shares; 2025Q2: 126,877 shares; 2025Q3: 108,489 shares 108,489 $8M 0.01% -18,388 Timeline FTLS 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: 63,829 shares; 2024Q4: 75,448 shares; 2025Q1: 121,674 shares; 2025Q2: 93,521 shares; 2025Q3: 114,314 shares 114,314 $8M 0.01% +20,793 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 55,098 shares; 2025Q1: 58,784 shares; 2025Q2: 58,536 shares; 2025Q3: 57,829 shares 57,829 $7.99M 0.01% -707 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,018 shares; 2025Q1: 1,974 shares; 2025Q2: 2,162 shares; 2025Q3: 1,857 shares 1,857 $7.97M 0.01% -305 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,858 shares; 2024Q4: 128,898 shares; 2025Q1: 120,627 shares; 2025Q2: 130,347 shares; 2025Q3: 94,817 shares 94,817 $7.95M 0.01% -35,530 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,672 shares; 2024Q4: 115,766 shares; 2025Q1: 116,421 shares; 2025Q2: 118,133 shares; 2025Q3: 126,794 shares 126,794 $7.95M 0.01% +8,661 Timeline IXJ 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: 95,197 shares; 2024Q4: 95,784 shares; 2025Q1: 94,526 shares; 2025Q2: 85,648 shares; 2025Q3: 89,603 shares 89,603 $7.94M 0.01% +3,955 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,323 shares; 2024Q4: 71,456 shares; 2025Q1: 78,322 shares; 2025Q2: 59,630 shares; 2025Q3: 47,054 shares 47,054 $7.93M 0.01% -12,576 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,329 shares; 2024Q4: 184,807 shares; 2025Q1: 224,928 shares; 2025Q2: 226,879 shares; 2025Q3: 187,452 shares 187,452 $7.9M 0.01% -39,427 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,280 shares; 2024Q4: 537,843 shares; 2025Q1: 502,414 shares; 2025Q2: 503,025 shares; 2025Q3: 404,105 shares 404,105 $7.89M 0.01% -98,920 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,307 shares; 2024Q4: 311,588 shares; 2025Q1: 299,517 shares; 2025Q2: 288,700 shares; 2025Q3: 262,074 shares 262,074 $7.88M 0.01% -26,626 Timeline SPYX 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: 126,375 shares; 2024Q4: 137,418 shares; 2025Q1: 132,421 shares; 2025Q2: 143,825 shares; 2025Q3: 143,614 shares 143,614 $7.88M 0.01% -211 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,654 shares; 2024Q4: 403,505 shares; 2025Q1: 418,661 shares; 2025Q2: 417,651 shares; 2025Q3: 224,317 shares 224,317 $7.87M 0.01% -193,334 Timeline DFLV 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: 130,914 shares; 2024Q4: 161,336 shares; 2025Q1: 209,810 shares; 2025Q2: 219,399 shares; 2025Q3: 238,393 shares 238,393 $7.84M 0.01% +18,994 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,127 shares; 2024Q4: 45,462 shares; 2025Q1: 73,463 shares; 2025Q2: 79,862 shares; 2025Q3: 100,015 shares 100,015 $7.84M 0.01% +20,153 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,396 shares; 2024Q4: 92,813 shares; 2025Q1: 94,241 shares; 2025Q2: 111,665 shares; 2025Q3: 88,621 shares 88,621 $7.81M 0.01% -23,044 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 17,008 shares; 2025Q1: 20,556 shares; 2025Q2: 72,078 shares; 2025Q3: 113,349 shares 113,349 $7.8M 0.01% +41,271 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,889 shares; 2024Q4: 133,320 shares; 2025Q1: 201,581 shares; 2025Q2: 284,867 shares; 2025Q3: 232,084 shares 232,084 $7.8M 0.01% -52,783 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,332 shares; 2024Q4: 322,830 shares; 2025Q1: 362,944 shares; 2025Q2: 427,447 shares; 2025Q3: 460,639 shares 460,639 $7.8M 0.01% +33,192 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,002 shares; 2024Q4: 9,947 shares; 2025Q1: 22,947 shares; 2025Q2: 10,568 shares; 2025Q3: 11,926 shares 11,926 $7.75M 0.01% +1,358 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,127 shares; 2024Q4: 111,325 shares; 2025Q1: 214,997 shares; 2025Q2: 214,089 shares; 2025Q3: 189,851 shares 189,851 $7.74M 0.01% -24,238 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,788 shares; 2024Q4: 60,803 shares; 2025Q1: 58,505 shares; 2025Q2: 59,079 shares; 2025Q3: 58,418 shares 58,418 $7.74M 0.01% -661 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,567 shares; 2024Q4: 19,392 shares; 2025Q1: 20,400 shares; 2025Q2: 16,643 shares; 2025Q3: 18,130 shares 18,130 $7.73M 0.01% +1,487 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,129 shares; 2024Q4: 97,960 shares; 2025Q1: 101,242 shares; 2025Q2: 104,680 shares; 2025Q3: 82,686 shares 82,686 $7.71M 0.01% -21,994 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,453 shares; 2024Q4: 99,578 shares; 2025Q1: 101,128 shares; 2025Q2: 105,253 shares; 2025Q3: 118,473 shares 118,473 $7.7M 0.01% +13,220 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,440 shares; 2024Q4: 172,653 shares; 2025Q1: 191,222 shares; 2025Q2: 187,194 shares; 2025Q3: 181,305 shares 181,305 $7.7M 0.01% -5,889 Timeline IHDG 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: 351,047 shares; 2024Q4: 340,659 shares; 2025Q1: 340,885 shares; 2025Q2: 216,882 shares; 2025Q3: 166,798 shares 166,798 $7.69M 0.01% -50,084 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,167 shares; 2024Q4: 44,871 shares; 2025Q1: not reported; 2025Q2: 236,912 shares; 2025Q3: 165,748 shares 165,748 $7.63M 0.01% -71,164 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,759 shares; 2024Q4: 241,831 shares; 2025Q1: 248,665 shares; 2025Q2: 259,027 shares; 2025Q3: 159,882 shares 159,882 $7.62M 0.01% -99,145 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,940 shares; 2024Q4: 62,437 shares; 2025Q1: 57,554 shares; 2025Q2: 55,800 shares; 2025Q3: 34,910 shares 34,910 $7.61M 0.01% -20,890 Timeline SMMV 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: 191,956 shares; 2024Q4: 188,402 shares; 2025Q1: 184,971 shares; 2025Q2: 177,992 shares; 2025Q3: 176,529 shares 176,529 $7.6M 0.01% -1,463 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,774 shares; 2024Q4: 237,969 shares; 2025Q1: 228,317 shares; 2025Q2: 215,472 shares; 2025Q3: 183,820 shares 183,820 $7.6M 0.01% -31,652 Timeline AGGY 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: 24,773 shares; 2024Q4: 91,043 shares; 2025Q1: 139,359 shares; 2025Q2: 153,283 shares; 2025Q3: 170,861 shares 170,861 $7.56M 0.01% +17,578 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 17,505 shares; 2025Q1: 17,575 shares; 2025Q2: 17,600 shares; 2025Q3: 17,516 shares 17,516 $7.56M 0.01% -84 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,922 shares; 2024Q4: 64,609 shares; 2025Q1: 73,282 shares; 2025Q2: 74,709 shares; 2025Q3: 110,699 shares 110,699 $7.55M 0.01% +35,990 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,109 shares; 2024Q4: 150,073 shares; 2025Q1: 253,679 shares; 2025Q2: 252,340 shares; 2025Q3: 235,696 shares 235,696 $7.53M 0.01% -16,644 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,683 shares; 2024Q4: 179,393 shares; 2025Q1: 180,260 shares; 2025Q2: 174,665 shares; 2025Q3: 184,686 shares 184,686 $7.51M 0.01% +10,021 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,538 shares; 2024Q4: 197,928 shares; 2025Q1: 209,418 shares; 2025Q2: 219,939 shares; 2025Q3: 208,556 shares 208,556 $7.51M 0.01% -11,383 Timeline GSEW 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: 21,769 shares; 2024Q4: 22,919 shares; 2025Q1: 31,065 shares; 2025Q2: 50,262 shares; 2025Q3: 87,852 shares 87,852 $7.47M 0.01% +37,590 Timeline DOL 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: 128,231 shares; 2024Q4: 125,971 shares; 2025Q1: 121,840 shares; 2025Q2: 121,161 shares; 2025Q3: 120,013 shares 120,013 $7.47M 0.01% -1,148 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,558 shares; 2024Q4: 224,399 shares; 2025Q1: 172,983 shares; 2025Q2: 145,806 shares; 2025Q3: 123,762 shares 123,762 $7.46M 0.01% -22,044 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,373 shares; 2024Q4: 34,788 shares; 2025Q1: 34,508 shares; 2025Q2: 33,514 shares; 2025Q3: 39,011 shares 39,011 $7.43M 0.01% +5,497 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,931 shares; 2024Q4: 137,513 shares; 2025Q1: 134,933 shares; 2025Q2: 122,270 shares; 2025Q3: 129,541 shares 129,541 $7.41M 0.01% +7,271 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,941 shares; 2024Q4: 399,623 shares; 2025Q1: 477,590 shares; 2025Q2: 304,017 shares; 2025Q3: 204,486 shares 204,486 $7.39M 0.01% -99,531 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,790 shares; 2024Q4: 104,075 shares; 2025Q1: 104,543 shares; 2025Q2: 103,063 shares; 2025Q3: 90,506 shares 90,506 $7.38M 0.01% -12,557 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 176,502 shares; 2025Q2: 73,242 shares; 2025Q3: 166,562 shares 166,562 $7.37M 0.01% +93,320 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP 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: 2,986 shares; 2025Q2: 4,027 shares; 2025Q3: 72,823 shares 72,823 $7.35M 0.01% +68,796 Timeline IBHI 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: 296,081 shares; 2024Q4: 298,704 shares; 2025Q1: 310,446 shares; 2025Q2: 323,834 shares; 2025Q3: 307,101 shares 307,101 $7.32M 0.01% -16,733 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,418 shares; 2024Q4: 153,247 shares; 2025Q1: 159,055 shares; 2025Q2: 154,882 shares; 2025Q3: 143,654 shares 143,654 $7.3M 0.01% -11,228 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,252 shares; 2024Q4: 238,398 shares; 2025Q1: 290,815 shares; 2025Q2: 238,045 shares; 2025Q3: 245,552 shares 245,552 $7.3M 0.01% +7,507 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,032 shares; 2024Q4: 161,711 shares; 2025Q1: 149,001 shares; 2025Q2: 146,525 shares; 2025Q3: 139,363 shares 139,363 $7.29M 0.01% -7,162 Timeline AVIG 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: 104,199 shares; 2024Q4: 132,587 shares; 2025Q1: 193,504 shares; 2025Q2: 203,931 shares; 2025Q3: 173,138 shares 173,138 $7.29M 0.01% -30,793 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,897 shares; 2024Q4: 87,977 shares; 2025Q1: 88,682 shares; 2025Q2: 66,937 shares; 2025Q3: 66,604 shares 66,604 $7.26M 0.01% -333 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,049 shares; 2024Q4: 216,241 shares; 2025Q1: 220,266 shares; 2025Q2: 202,075 shares; 2025Q3: 162,871 shares 162,871 $7.26M 0.01% -39,204 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,186 shares; 2024Q4: 111,655 shares; 2025Q1: 141,635 shares; 2025Q2: 201,054 shares; 2025Q3: 275,137 shares 275,137 $7.25M 0.01% +74,083 Timeline AUGU 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: 50,262 shares; 2024Q4: 30,605 shares; 2025Q1: 30,605 shares; 2025Q2: 46,351 shares; 2025Q3: 249,865 shares 249,865 $7.24M 0.01% +203,514 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,741 shares; 2024Q4: 89,542 shares; 2025Q1: 105,112 shares; 2025Q2: 112,329 shares; 2025Q3: 119,712 shares 119,712 $7.23M 0.01% +7,383 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,670 shares; 2024Q4: 181,869 shares; 2025Q1: 185,069 shares; 2025Q2: 134,134 shares; 2025Q3: 150,218 shares 150,218 $7.2M 0.01% +16,084 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,740 shares; 2024Q4: 72,091 shares; 2025Q1: 74,565 shares; 2025Q2: 60,674 shares; 2025Q3: 45,449 shares 45,449 $7.18M 0.01% -15,225 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,214 shares; 2024Q4: 103,822 shares; 2025Q1: 103,763 shares; 2025Q2: 102,563 shares; 2025Q3: 89,731 shares 89,731 $7.17M 0.01% -12,832 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,258 shares; 2024Q4: 160,834 shares; 2025Q1: 155,035 shares; 2025Q2: 156,704 shares; 2025Q3: 158,749 shares 158,749 $7.15M 0.01% +2,045 Timeline SUSL 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: 56,743 shares; 2024Q4: 56,574 shares; 2025Q1: 55,455 shares; 2025Q2: 57,611 shares; 2025Q3: 61,099 shares 61,099 $7.15M 0.01% +3,488 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,631 shares; 2024Q4: 314,841 shares; 2025Q1: 303,659 shares; 2025Q2: 263,040 shares; 2025Q3: 232,781 shares 232,781 $7.15M 0.01% -30,259 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,370 shares; 2024Q4: 376,720 shares; 2025Q1: 386,334 shares; 2025Q2: 400,867 shares; 2025Q3: 352,502 shares 352,502 $7.12M 0.01% -48,365 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,974 shares; 2024Q4: 62,177 shares; 2025Q1: 65,453 shares; 2025Q2: 67,102 shares; 2025Q3: 58,652 shares 58,652 $7.12M 0.01% -8,450 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,201 shares; 2024Q4: 168,637 shares; 2025Q1: 163,933 shares; 2025Q2: 189,832 shares; 2025Q3: 183,834 shares 183,834 $7.1M 0.01% -5,998 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,585 shares; 2024Q4: 138,298 shares; 2025Q1: 136,739 shares; 2025Q2: 135,709 shares; 2025Q3: 92,499 shares 92,499 $7.09M 0.01% -43,210 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,895 shares; 2024Q4: 314,643 shares; 2025Q1: 358,615 shares; 2025Q2: 346,456 shares; 2025Q3: 375,462 shares 375,462 $7.06M 0.01% +29,006 Timeline GPIQ 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: 4,186 shares; 2024Q4: 7,748 shares; 2025Q1: 11,231 shares; 2025Q2: 27,413 shares; 2025Q3: 134,283 shares 134,283 $7.04M 0.01% +106,870 Timeline DECM 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: not reported; 2024Q4: 31,109 shares; 2025Q1: 300,663 shares; 2025Q2: 267,370 shares; 2025Q3: 218,223 shares 218,223 $7.04M 0.01% -49,147 Timeline PSFF 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: 141,661 shares; 2024Q4: 152,082 shares; 2025Q1: 185,525 shares; 2025Q2: 215,263 shares; 2025Q3: 222,671 shares 222,671 $7.04M 0.01% +7,408 Timeline NVBW 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: 201,692 shares; 2024Q4: 220,886 shares; 2025Q1: 214,298 shares; 2025Q2: 247,392 shares; 2025Q3: 211,273 shares 211,273 $7.03M 0.01% -36,119 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,228 shares 135,228 $7.02M 0.01% new Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,700 shares; 2024Q4: 152,402 shares; 2025Q1: 149,521 shares; 2025Q2: 149,798 shares; 2025Q3: 147,375 shares 147,375 $7M 0.01% -2,423 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,969 shares; 2024Q4: 303,424 shares; 2025Q1: 248,612 shares; 2025Q2: 164,096 shares; 2025Q3: 133,693 shares 133,693 $6.96M 0.01% -30,403 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,606 shares; 2024Q4: 107,921 shares; 2025Q1: 88,362 shares; 2025Q2: 74,519 shares; 2025Q3: 62,059 shares 62,059 $6.96M 0.01% -12,460 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,601 shares; 2024Q4: 179,733 shares; 2025Q1: 174,745 shares; 2025Q2: 188,579 shares; 2025Q3: 177,370 shares 177,370 $6.96M 0.01% -11,209 Timeline JUNM 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: 242,326 shares; 2024Q4: 228,331 shares; 2025Q1: 216,177 shares; 2025Q2: 217,117 shares; 2025Q3: 205,676 shares 205,676 $6.96M 0.01% -11,441 Timeline AOM 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: 147,812 shares; 2024Q4: 145,594 shares; 2025Q1: 139,117 shares; 2025Q2: 141,683 shares; 2025Q3: 145,115 shares 145,115 $6.91M 0.01% +3,432 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,348 shares; 2024Q4: 173,235 shares; 2025Q1: 173,416 shares; 2025Q2: 164,588 shares; 2025Q3: 151,366 shares 151,366 $6.9M 0.01% -13,222 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,477 shares; 2024Q4: 161,454 shares; 2025Q1: 158,382 shares; 2025Q2: 152,969 shares; 2025Q3: 146,087 shares 146,087 $6.89M 0.01% -6,882 Timeline BSMQ 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: 302,893 shares; 2024Q4: 314,924 shares; 2025Q1: 308,971 shares; 2025Q2: 291,874 shares; 2025Q3: 291,342 shares 291,342 $6.88M 0.01% -532 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,432 shares; 2024Q4: 141,598 shares; 2025Q1: 382,729 shares; 2025Q2: 400,149 shares; 2025Q3: 427,959 shares 427,959 $6.85M 0.01% +27,810 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,168 shares; 2024Q4: 76,560 shares; 2025Q1: 90,747 shares; 2025Q2: 91,477 shares; 2025Q3: 93,323 shares 93,323 $6.84M 0.01% +1,846 Timeline SPHY 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: 59,193 shares; 2024Q4: 100,237 shares; 2025Q1: 117,381 shares; 2025Q2: 131,267 shares; 2025Q3: 284,302 shares 284,302 $6.81M 0.01% +153,035 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,481 shares; 2024Q4: 24,191 shares; 2025Q1: 25,681 shares; 2025Q2: 28,354 shares; 2025Q3: 27,633 shares 27,633 $6.8M 0.01% -721 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 11,968 shares; 2025Q1: 11,357 shares; 2025Q2: 13,434 shares; 2025Q3: 12,982 shares 12,982 $6.79M 0.01% -452 Timeline XMVM 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: 91,071 shares; 2024Q4: 91,515 shares; 2025Q1: 91,415 shares; 2025Q2: 69,750 shares; 2025Q3: 110,164 shares 110,164 $6.79M 0.01% +40,414 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,917 shares; 2024Q4: 184,535 shares; 2025Q1: 248,296 shares; 2025Q2: 165,753 shares; 2025Q3: 139,223 shares 139,223 $6.78M 0.01% -26,530 Timeline BNOV 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: 154,291 shares; 2024Q4: 166,826 shares; 2025Q1: 165,287 shares; 2025Q2: 161,253 shares; 2025Q3: 155,368 shares 155,368 $6.76M 0.01% -5,885 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,781 shares; 2024Q4: 394,842 shares; 2025Q1: 223,373 shares; 2025Q2: 222,820 shares; 2025Q3: 207,088 shares 207,088 $6.75M 0.01% -15,732 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,037 shares; 2024Q4: 189,112 shares; 2025Q1: 175,768 shares; 2025Q2: 172,303 shares; 2025Q3: 186,711 shares 186,711 $6.75M 0.01% +14,408 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,890 shares; 2024Q4: 411,532 shares; 2025Q1: 492,182 shares; 2025Q2: 475,926 shares; 2025Q3: 126,759 shares 126,759 $6.74M 0.01% -349,167 Timeline IMTM 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: 45,716 shares; 2024Q4: 45,738 shares; 2025Q1: 48,381 shares; 2025Q2: 111,920 shares; 2025Q3: 140,697 shares 140,697 $6.74M 0.01% +28,777 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,530 shares; 2024Q4: 120,913 shares; 2025Q1: 123,619 shares; 2025Q2: 116,101 shares; 2025Q3: 92,668 shares 92,668 $6.73M 0.01% -23,433 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,725 shares; 2024Q4: 241,933 shares; 2025Q1: 262,279 shares; 2025Q2: 258,240 shares; 2025Q3: 255,992 shares 255,992 $6.72M 0.01% -2,248 Timeline FCOR 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: 165,862 shares; 2024Q4: 171,798 shares; 2025Q1: 171,050 shares; 2025Q2: 170,171 shares; 2025Q3: 139,902 shares 139,902 $6.71M 0.01% -30,269 Timeline ICLN 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: 897,979 shares; 2024Q4: 672,304 shares; 2025Q1: 591,040 shares; 2025Q2: 462,221 shares; 2025Q3: 433,422 shares 433,422 $6.71M 0.01% -28,799 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 5,383 shares; 2025Q1: 5,410 shares; 2025Q2: 5,329 shares; 2025Q3: 5,435 shares 5,435 $6.71M 0.01% +106 GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,846 shares; 2024Q4: 268,366 shares; 2025Q1: 339,848 shares; 2025Q2: 16,907 shares; 2025Q3: 236,956 shares 236,956 $6.71M 0.01% +220,049 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,135 shares; 2024Q4: 213,203 shares; 2025Q1: 104,623 shares; 2025Q2: 189,488 shares; 2025Q3: 128,972 shares 128,972 $6.7M 0.01% -60,516 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,674 shares; 2025Q1: 5,816 shares; 2025Q2: 6,019 shares; 2025Q3: 131,861 shares 131,861 $6.7M 0.01% +125,842 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,712 shares; 2024Q4: 1,132,035 shares; 2025Q1: 1,182,566 shares; 2025Q2: 1,180,610 shares; 2025Q3: 734,998 shares 734,998 $6.69M 0.01% -445,612 Timeline RSST 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: 26,706 shares; 2024Q4: 47,538 shares; 2025Q1: 69,177 shares; 2025Q2: 183,373 shares; 2025Q3: 252,591 shares 252,591 $6.68M 0.01% +69,218 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 12,970 shares; 2025Q1: 6,280 shares; 2025Q2: 6,996 shares; 2025Q3: 7,249 shares 7,249 $6.67M 0.01% +253 Timeline VOX 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: 31,893 shares; 2024Q4: 31,793 shares; 2025Q1: 32,681 shares; 2025Q2: 36,346 shares; 2025Q3: 35,441 shares 35,441 $6.65M 0.01% -905 Timeline BSJQ 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: 174,410 shares; 2024Q4: 187,358 shares; 2025Q1: 248,597 shares; 2025Q2: 282,299 shares; 2025Q3: 283,795 shares 283,795 $6.64M 0.01% +1,496 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,235 shares; 2024Q4: 418,545 shares; 2025Q1: 532,251 shares; 2025Q2: 753,983 shares; 2025Q3: 543,917 shares 543,917 $6.64M 0.01% -210,066 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,168 shares; 2024Q4: 23,469 shares; 2025Q1: 26,717 shares; 2025Q2: 24,894 shares; 2025Q3: 20,777 shares 20,777 $6.63M 0.01% -4,117 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,918 shares; 2024Q4: 45,491 shares; 2025Q1: 47,622 shares; 2025Q2: 47,401 shares; 2025Q3: 47,544 shares 47,544 $6.63M 0.01% +143 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,920 shares; 2024Q4: 166,476 shares; 2025Q1: 159,753 shares; 2025Q2: 151,129 shares; 2025Q3: 116,199 shares 116,199 $6.63M 0.01% -34,930 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 131,101 shares; 2025Q1: 130,998 shares; 2025Q2: 158,425 shares; 2025Q3: 158,558 shares 158,558 $6.62M 0.01% +133 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,421 shares; 2024Q4: 175,969 shares; 2025Q1: 177,344 shares; 2025Q2: 178,346 shares; 2025Q3: 174,491 shares 174,491 $6.62M 0.01% -3,855 Timeline IYE 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: 141,950 shares; 2024Q4: 147,492 shares; 2025Q1: 193,696 shares; 2025Q2: 177,023 shares; 2025Q3: 139,257 shares 139,257 $6.62M 0.01% -37,766 Timeline CWI 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: 231,294 shares; 2024Q4: 210,766 shares; 2025Q1: 252,981 shares; 2025Q2: 205,393 shares; 2025Q3: 189,484 shares 189,484 $6.62M 0.01% -15,909 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,737 shares; 2024Q4: 50,995 shares; 2025Q1: 49,738 shares; 2025Q2: 49,987 shares; 2025Q3: 46,027 shares 46,027 $6.59M 0.01% -3,960 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 10,724 shares; 2025Q1: 11,506 shares; 2025Q2: 13,983 shares; 2025Q3: 15,257 shares 15,257 $6.57M 0.01% +1,274 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,246 shares; 2024Q4: 198,349 shares; 2025Q1: 244,484 shares; 2025Q2: 242,357 shares; 2025Q3: 235,917 shares 235,917 $6.54M 0.01% -6,440 Timeline SHYD 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: 232,707 shares; 2024Q4: 245,564 shares; 2025Q1: 307,934 shares; 2025Q2: 300,902 shares; 2025Q3: 285,027 shares 285,027 $6.53M 0.01% -15,875 Timeline BMAR 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: 131,160 shares; 2024Q4: 119,804 shares; 2025Q1: 132,014 shares; 2025Q2: 134,891 shares; 2025Q3: 125,879 shares 125,879 $6.5M 0.01% -9,012 Timeline BSMR 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: 181,348 shares; 2024Q4: 175,521 shares; 2025Q1: 166,527 shares; 2025Q2: 183,010 shares; 2025Q3: 272,724 shares 272,724 $6.45M 0.01% +89,714 Timeline IYC 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: 65,491 shares; 2024Q4: 67,726 shares; 2025Q1: 71,648 shares; 2025Q2: 70,143 shares; 2025Q3: 61,475 shares 61,475 $6.44M 0.01% -8,668 Timeline DXJ 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: 27,260 shares; 2024Q4: 19,327 shares; 2025Q1: 17,534 shares; 2025Q2: 17,823 shares; 2025Q3: 50,318 shares 50,318 $6.44M 0.01% +32,495 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,397 shares; 2024Q4: 118,804 shares; 2025Q1: 87,876 shares; 2025Q2: 90,871 shares; 2025Q3: 117,719 shares 117,719 $6.41M 0.01% +26,848 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,650 shares; 2024Q4: 161,498 shares; 2025Q1: 158,475 shares; 2025Q2: 157,937 shares; 2025Q3: 157,158 shares 157,158 $6.4M 0.01% -779 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,538 shares; 2024Q4: 49,639 shares; 2025Q1: 49,483 shares; 2025Q2: 18,396 shares; 2025Q3: 18,457 shares 18,457 $6.4M 0.01% +61 Timeline UAUG 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: 174,604 shares; 2024Q4: 173,782 shares; 2025Q1: 155,184 shares; 2025Q2: 152,738 shares; 2025Q3: 162,676 shares 162,676 $6.39M 0.01% +9,938 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,903 shares; 2024Q4: 108,858 shares; 2025Q1: 129,521 shares; 2025Q2: 126,201 shares; 2025Q3: 153,943 shares 153,943 $6.39M 0.01% +27,742 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,062 shares; 2024Q4: 428,081 shares; 2025Q1: 426,509 shares; 2025Q2: 417,245 shares; 2025Q3: 95,173 shares 95,173 $6.38M 0.01% -322,072 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,859 shares; 2024Q4: 77,545 shares; 2025Q1: 69,366 shares; 2025Q2: 69,863 shares; 2025Q3: 70,891 shares 70,891 $6.37M 0.01% +1,028 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,213 shares; 2024Q4: 65,585 shares; 2025Q1: 75,650 shares; 2025Q2: 65,861 shares; 2025Q3: 64,632 shares 64,632 $6.36M 0.01% -1,229 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 48,175 shares; 2025Q1: 105,633 shares; 2025Q2: 128,282 shares; 2025Q3: 207,005 shares 207,005 $6.35M 0.01% +78,723 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,082 shares; 2024Q4: 465,283 shares; 2025Q1: 313,105 shares; 2025Q2: 289,017 shares; 2025Q3: 328,185 shares 328,185 $6.35M 0.01% +39,168 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,048 shares; 2024Q4: 161,398 shares; 2025Q1: 133,317 shares; 2025Q2: 154,455 shares; 2025Q3: 136,725 shares 136,725 $6.34M 0.01% -17,730 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,711 shares; 2024Q4: 59,708 shares; 2025Q1: 63,386 shares; 2025Q2: 61,550 shares; 2025Q3: 62,633 shares 62,633 $6.33M 0.01% +1,083 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,302 shares; 2024Q4: 115,869 shares; 2025Q1: 121,178 shares; 2025Q2: 112,461 shares; 2025Q3: 94,332 shares 94,332 $6.31M 0.01% -18,129 Timeline SMDV 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: 84,865 shares; 2024Q4: 89,121 shares; 2025Q1: 93,758 shares; 2025Q2: 94,117 shares; 2025Q3: 94,670 shares 94,670 $6.31M 0.01% +553 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,135 shares; 2024Q4: 97,388 shares; 2025Q1: 286,158 shares; 2025Q2: 230,349 shares; 2025Q3: 226,970 shares 226,970 $6.3M 0.01% -3,379 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,747 shares; 2024Q4: 18,825 shares; 2025Q1: 19,185 shares; 2025Q2: 30,589 shares; 2025Q3: 28,703 shares 28,703 $6.3M 0.01% -1,886 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,119 shares; 2024Q4: 28,877 shares; 2025Q1: 28,027 shares; 2025Q2: 26,963 shares; 2025Q3: 26,455 shares 26,455 $6.3M 0.01% -508 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 28,124 shares; 2025Q1: 181,901 shares; 2025Q2: 58,841 shares; 2025Q3: 55,335 shares 55,335 $6.3M 0.01% -3,506 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,970 shares; 2024Q4: 105,519 shares; 2025Q1: 122,261 shares; 2025Q2: 122,708 shares; 2025Q3: 137,260 shares 137,260 $6.29M 0.01% +14,552 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,853 shares; 2024Q4: 11,029 shares; 2025Q1: 19,750 shares; 2025Q2: 61,056 shares; 2025Q3: 75,295 shares 75,295 $6.28M 0.01% +14,239 Timeline BMAY 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: 131,505 shares; 2024Q4: 101,889 shares; 2025Q1: 112,736 shares; 2025Q2: 158,963 shares; 2025Q3: 143,191 shares 143,191 $6.28M 0.01% -15,772 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,493 shares; 2024Q4: 38,934 shares; 2025Q1: 45,229 shares; 2025Q2: 41,002 shares; 2025Q3: 38,534 shares 38,534 $6.24M 0.01% -2,468 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,916 shares; 2024Q4: 52,123 shares; 2025Q1: 64,259 shares; 2025Q2: 55,757 shares; 2025Q3: 46,587 shares 46,587 $6.21M 0.01% -9,170 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,120 shares; 2024Q4: 55,547 shares; 2025Q1: 91,203 shares; 2025Q2: 130,661 shares; 2025Q3: 120,526 shares 120,526 $6.2M 0.01% -10,135 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,212 shares; 2024Q4: 44,840 shares; 2025Q1: 51,839 shares; 2025Q2: 83,524 shares; 2025Q3: 74,161 shares 74,161 $6.19M 0.01% -9,363 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,379 shares; 2024Q4: 129,350 shares; 2025Q1: 128,653 shares; 2025Q2: 128,499 shares; 2025Q3: 133,060 shares 133,060 $6.18M 0.01% +4,561 Timeline BSMS 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: 193,678 shares; 2024Q4: 195,457 shares; 2025Q1: 198,482 shares; 2025Q2: 248,437 shares; 2025Q3: 263,906 shares 263,906 $6.18M 0.01% +15,469 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,942 shares; 2024Q4: 368,827 shares; 2025Q1: 332,255 shares; 2025Q2: 336,327 shares; 2025Q3: 162,078 shares 162,078 $6.18M 0.01% -174,249 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,425 shares; 2024Q4: 162,340 shares; 2025Q1: 160,713 shares; 2025Q2: 145,380 shares; 2025Q3: 129,831 shares 129,831 $6.17M 0.01% -15,549 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,632 shares; 2024Q4: 137,771 shares; 2025Q1: 122,991 shares; 2025Q2: 127,809 shares; 2025Q3: 168,793 shares 168,793 $6.16M 0.01% +40,984 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,785 shares; 2024Q4: 130,956 shares; 2025Q1: 133,430 shares; 2025Q2: 136,281 shares; 2025Q3: 122,420 shares 122,420 $6.12M 0.01% -13,861 Timeline USRT 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: 112,956 shares; 2024Q4: 106,761 shares; 2025Q1: 108,767 shares; 2025Q2: 106,061 shares; 2025Q3: 103,934 shares 103,934 $6.1M 0.01% -2,127 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,235 shares; 2024Q4: 269,868 shares; 2025Q1: 241,714 shares; 2025Q2: 231,383 shares; 2025Q3: 247,805 shares 247,805 $6.09M 0.01% +16,422 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,229 shares; 2024Q4: 65,296 shares; 2025Q1: 83,096 shares; 2025Q2: 82,791 shares; 2025Q3: 80,034 shares 80,034 $6.08M 0.01% -2,757 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,471 shares; 2024Q4: 174,327 shares; 2025Q1: 188,428 shares; 2025Q2: 179,179 shares; 2025Q3: 243,979 shares 243,979 $6.08M 0.01% +64,800 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,260 shares; 2024Q4: 150,945 shares; 2025Q1: 187,976 shares; 2025Q2: 184,032 shares; 2025Q3: 142,497 shares 142,497 $6.07M 0.01% -41,535 Timeline DIHP 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: 161,178 shares; 2024Q4: 168,289 shares; 2025Q1: 212,041 shares; 2025Q2: 186,072 shares; 2025Q3: 199,524 shares 199,524 $6.07M 0.01% +13,452 Timeline VPLS 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: not reported; 2024Q4: 8,805 shares; 2025Q1: 13,086 shares; 2025Q2: 38,366 shares; 2025Q3: 77,080 shares 77,080 $6.06M 0.01% +38,714 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,354 shares; 2024Q4: 106,095 shares; 2025Q1: 105,479 shares; 2025Q2: 99,823 shares; 2025Q3: 92,345 shares 92,345 $6.05M 0.01% -7,478 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,802 shares; 2024Q4: 195,127 shares; 2025Q1: 231,596 shares; 2025Q2: 188,160 shares; 2025Q3: 176,085 shares 176,085 $6.04M 0.01% -12,075 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,760 shares; 2024Q4: 124,886 shares; 2025Q1: 125,656 shares; 2025Q2: 142,475 shares; 2025Q3: 124,085 shares 124,085 $6.04M 0.01% -18,390 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 12,292 shares; 2025Q1: 12,240 shares; 2025Q2: 12,124 shares; 2025Q3: 12,088 shares 12,088 $6.03M 0.01% -36 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,553 shares; 2024Q4: 69,402 shares; 2025Q1: 72,614 shares; 2025Q2: 72,869 shares; 2025Q3: 62,461 shares 62,461 $6.03M 0.01% -10,408 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,613 shares; 2024Q4: 54,365 shares; 2025Q1: 49,186 shares; 2025Q2: 40,034 shares; 2025Q3: 86,830 shares 86,830 $6.01M 0.01% +46,796 Timeline NYF 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: 48,215 shares; 2024Q4: 63,018 shares; 2025Q1: 58,517 shares; 2025Q2: 85,566 shares; 2025Q3: 112,440 shares 112,440 $6M 0.01% +26,874 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,305 shares; 2025Q1: 12,096 shares; 2025Q2: 10,678 shares; 2025Q3: 9,502 shares 9,502 $5.99M 0.01% -1,176 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,437 shares; 2024Q4: 79,859 shares; 2025Q1: 79,672 shares; 2025Q2: 80,630 shares; 2025Q3: 77,660 shares 77,660 $5.98M 0.01% -2,970 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,787 shares; 2024Q4: 106,302 shares; 2025Q1: 107,307 shares; 2025Q2: 104,896 shares; 2025Q3: 104,845 shares 104,845 $5.96M 0.01% -51 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,420 shares; 2024Q4: 75,596 shares; 2025Q1: 76,459 shares; 2025Q2: 62,404 shares; 2025Q3: 67,804 shares 67,804 $5.94M 0.01% +5,400 Timeline MEDI 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: 200,783 shares; 2024Q4: 215,374 shares; 2025Q1: 216,781 shares; 2025Q2: 200,834 shares; 2025Q3: 207,933 shares 207,933 $5.94M 0.01% +7,099 Timeline FMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,422 shares 116,422 $5.92M 0.01% new Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,953 shares; 2025Q2: 57,434 shares; 2025Q3: 112,497 shares 112,497 $5.92M 0.01% +55,063 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,058,725 shares 1,058,725 $5.92M 0.01% new Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 10,096 shares; 2025Q1: 27,007 shares; 2025Q2: 112,016 shares; 2025Q3: 201,441 shares 201,441 $5.92M 0.01% +89,425 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,635 shares; 2024Q4: 89,141 shares; 2025Q1: 88,583 shares; 2025Q2: 84,560 shares; 2025Q3: 80,565 shares 80,565 $5.91M 0.01% -3,995 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,176 shares; 2024Q4: 107,774 shares; 2025Q1: 146,496 shares; 2025Q2: 161,480 shares; 2025Q3: 141,834 shares 141,834 $5.91M 0.01% -19,646 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,150 shares; 2024Q4: 87,993 shares; 2025Q1: 200,254 shares; 2025Q2: 238,480 shares; 2025Q3: 259,260 shares 259,260 $5.9M 0.01% +20,780 Timeline IYJ 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: 41,270 shares; 2024Q4: 43,437 shares; 2025Q1: 43,088 shares; 2025Q2: 39,178 shares; 2025Q3: 40,380 shares 40,380 $5.89M 0.01% +1,202 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 10,098 shares; 2025Q1: 9,987 shares; 2025Q2: 10,508 shares; 2025Q3: 40,614 shares 40,614 $5.88M 0.01% +30,106 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,932 shares; 2024Q4: 100,721 shares; 2025Q1: 98,587 shares; 2025Q2: 94,042 shares; 2025Q3: 91,518 shares 91,518 $5.88M 0.01% -2,524 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,998 shares; 2024Q4: 34,410 shares; 2025Q1: 42,326 shares; 2025Q2: 51,771 shares; 2025Q3: 87,554 shares 87,554 $5.87M 0.01% +35,783 Timeline RPV 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: 64,973 shares; 2024Q4: 67,340 shares; 2025Q1: 64,835 shares; 2025Q2: 62,788 shares; 2025Q3: 59,080 shares 59,080 $5.87M 0.01% -3,708 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,518 shares; 2024Q4: 189,029 shares; 2025Q1: 191,624 shares; 2025Q2: 162,346 shares; 2025Q3: 126,499 shares 126,499 $5.87M 0.01% -35,847 Timeline COPX 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: 100,510 shares; 2024Q4: 99,682 shares; 2025Q1: 98,631 shares; 2025Q2: 100,562 shares; 2025Q3: 97,940 shares 97,940 $5.86M 0.01% -2,622 Timeline USMF 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: 9,780 shares; 2024Q4: 44,809 shares; 2025Q1: 88,093 shares; 2025Q2: 102,226 shares; 2025Q3: 111,938 shares 111,938 $5.85M 0.01% +9,712 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,592 shares; 2024Q4: 613,757 shares; 2025Q1: 637,601 shares; 2025Q2: 565,861 shares; 2025Q3: 541,626 shares 541,626 $5.84M 0.01% -24,235 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,156 shares; 2024Q4: 45,214 shares; 2025Q1: 47,892 shares; 2025Q2: 49,081 shares; 2025Q3: 34,435 shares 34,435 $5.84M 0.01% -14,646 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,244 shares; 2024Q4: 115,897 shares; 2025Q1: 109,494 shares; 2025Q2: 104,863 shares; 2025Q3: 107,243 shares 107,243 $5.83M 0.01% +2,380 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,646 shares; 2024Q4: 51,341 shares; 2025Q1: 58,540 shares; 2025Q2: 64,928 shares; 2025Q3: 41,194 shares 41,194 $5.83M 0.01% -23,734 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 11,046 shares; 2025Q1: 20,756 shares; 2025Q2: 91,331 shares; 2025Q3: 165,527 shares 165,527 $5.82M 0.01% +74,196 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,242 shares; 2024Q4: 212,259 shares; 2025Q1: 251,275 shares; 2025Q2: 253,767 shares; 2025Q3: 220,045 shares 220,045 $5.8M 0.01% -33,722 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 6,897 shares; 2025Q1: 7,172 shares; 2025Q2: 7,485 shares; 2025Q3: 7,394 shares 7,394 $5.79M 0.01% -91 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,233 shares; 2024Q4: 61,570 shares; 2025Q1: 53,318 shares; 2025Q2: 57,398 shares; 2025Q3: 43,808 shares 43,808 $5.79M 0.01% -13,590 Timeline USIG 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: 59,917 shares; 2024Q4: 58,771 shares; 2025Q1: 56,684 shares; 2025Q2: 87,617 shares; 2025Q3: 110,795 shares 110,795 $5.79M 0.01% +23,178 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,596 shares; 2024Q4: 158,315 shares; 2025Q1: 165,631 shares; 2025Q2: 163,035 shares; 2025Q3: 285,736 shares 285,736 $5.77M 0.01% +122,701 Timeline IYT 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: 103,960 shares; 2024Q4: 98,462 shares; 2025Q1: 93,775 shares; 2025Q2: 86,063 shares; 2025Q3: 80,371 shares 80,371 $5.76M 0.01% -5,692 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 24,735 shares; 2025Q1: 18,372 shares; 2025Q2: 17,630 shares; 2025Q3: 18,842 shares 18,842 $5.74M 0.01% +1,212 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,969 shares; 2024Q4: 200,074 shares; 2025Q1: 195,056 shares; 2025Q2: 186,687 shares; 2025Q3: 92,831 shares 92,831 $5.73M 0.01% -93,856 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,875 shares; 2024Q4: 214,525 shares; 2025Q1: 225,988 shares; 2025Q2: 204,639 shares; 2025Q3: 118,542 shares 118,542 $5.73M 0.01% -86,097 Timeline BDYN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,837 shares 225,837 $5.72M 0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,270 shares; 2024Q4: 84,011 shares; 2025Q1: 83,017 shares; 2025Q2: 84,827 shares; 2025Q3: 83,057 shares 83,057 $5.69M 0.01% -1,770 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,777 shares; 2024Q4: 27,522 shares; 2025Q1: 162,122 shares; 2025Q2: 236,294 shares; 2025Q3: 114,162 shares 114,162 $5.69M 0.01% -122,132 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,468 shares; 2024Q4: 340,286 shares; 2025Q1: 350,253 shares; 2025Q2: 466,028 shares; 2025Q3: 474,348 shares 474,348 $5.69M 0.01% +8,320 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,590 shares; 2024Q4: 176,446 shares; 2025Q1: 172,477 shares; 2025Q2: 153,001 shares; 2025Q3: 173,878 shares 173,878 $5.68M 0.01% +20,877 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,448 shares; 2024Q4: 164,851 shares; 2025Q1: 221,614 shares; 2025Q2: 247,150 shares; 2025Q3: 256,749 shares 256,749 $5.68M 0.01% +9,599 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,768 shares; 2024Q4: 61,143 shares; 2025Q1: 63,549 shares; 2025Q2: 58,676 shares; 2025Q3: 54,015 shares 54,015 $5.68M 0.01% -4,661 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,177 shares; 2024Q4: 87,749 shares; 2025Q1: 76,406 shares; 2025Q2: 74,136 shares; 2025Q3: 72,561 shares 72,561 $5.66M 0.01% -1,575 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,832 shares; 2024Q4: 58,894 shares; 2025Q1: 72,723 shares; 2025Q2: 105,648 shares; 2025Q3: 99,852 shares 99,852 $5.66M 0.01% -5,796 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,561 shares; 2024Q4: 173,071 shares; 2025Q1: 170,973 shares; 2025Q2: 150,875 shares; 2025Q3: 146,011 shares 146,011 $5.65M 0.01% -4,864 Timeline RSSE 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: not reported; 2024Q4: 46,059 shares; 2025Q1: 55,701 shares; 2025Q2: 257,777 shares; 2025Q3: 266,812 shares 266,812 $5.64M 0.01% +9,035 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,252 shares; 2024Q4: 59,471 shares; 2025Q1: 56,731 shares; 2025Q2: 56,459 shares; 2025Q3: 55,464 shares 55,464 $5.64M 0.01% -995 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,925 shares; 2024Q4: 39,054 shares; 2025Q1: 118,510 shares; 2025Q2: 175,485 shares; 2025Q3: 181,667 shares 181,667 $5.63M 0.01% +6,182 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,054 shares; 2024Q4: 41,332 shares; 2025Q1: 33,905 shares; 2025Q2: 53,356 shares; 2025Q3: 67,714 shares 67,714 $5.63M 0.01% +14,358 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,083 shares; 2024Q4: 37,883 shares; 2025Q1: 35,184 shares; 2025Q2: 56,428 shares; 2025Q3: 66,586 shares 66,586 $5.63M 0.01% +10,158 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,515 shares; 2025Q1: 17,336 shares; 2025Q2: 14,490 shares; 2025Q3: 18,131 shares 18,131 $5.63M 0.01% +3,641 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,284 shares; 2024Q4: 151,430 shares; 2025Q1: 170,594 shares; 2025Q2: 130,284 shares; 2025Q3: 127,473 shares 127,473 $5.62M 0.01% -2,811 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,993 shares; 2024Q4: 119,042 shares; 2025Q1: 95,636 shares; 2025Q2: 131,241 shares; 2025Q3: 126,742 shares 126,742 $5.62M 0.01% -4,499 Timeline BSCU 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: 94,476 shares; 2024Q4: 118,423 shares; 2025Q1: 134,830 shares; 2025Q2: 105,120 shares; 2025Q3: 332,249 shares 332,249 $5.62M 0.01% +227,129 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,425 shares; 2024Q4: 87,956 shares; 2025Q1: 78,374 shares; 2025Q2: 68,696 shares; 2025Q3: 52,157 shares 52,157 $5.59M 0.01% -16,539 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,370 shares; 2024Q4: 407,266 shares; 2025Q1: 281,329 shares; 2025Q2: 315,350 shares; 2025Q3: 272,463 shares 272,463 $5.59M 0.01% -42,887 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,214 shares; 2024Q4: 572,473 shares; 2025Q1: 585,303 shares; 2025Q2: 602,737 shares; 2025Q3: 612,985 shares 612,985 $5.58M 0.01% +10,248 Timeline DISV 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: 124,252 shares; 2024Q4: 127,955 shares; 2025Q1: 154,201 shares; 2025Q2: 164,990 shares; 2025Q3: 156,261 shares 156,261 $5.58M 0.01% -8,729 Timeline IJAN 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: 116,007 shares; 2024Q4: 113,118 shares; 2025Q1: 103,503 shares; 2025Q2: 160,405 shares; 2025Q3: 158,260 shares 158,260 $5.57M 0.01% -2,145 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,314 shares; 2024Q4: 177,036 shares; 2025Q1: 272,532 shares; 2025Q2: 517,399 shares; 2025Q3: 546,677 shares 546,677 $5.56M 0.01% +29,278 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 12,055 shares; 2025Q1: 11,836 shares; 2025Q2: 16,287 shares; 2025Q3: 15,861 shares 15,861 $5.55M 0.01% -426 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,008 shares; 2024Q4: 101,686 shares; 2025Q1: 109,328 shares; 2025Q2: 65,412 shares; 2025Q3: 66,351 shares 66,351 $5.53M 0.01% +939 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,201 shares; 2024Q4: 16,803 shares; 2025Q1: 20,015 shares; 2025Q2: 20,472 shares; 2025Q3: 21,281 shares 21,281 $5.52M 0.01% +809 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,968 shares; 2024Q4: 434,734 shares; 2025Q1: 436,252 shares; 2025Q2: 297,363 shares; 2025Q3: 295,087 shares 295,087 $5.51M 0.01% -2,276 Timeline OVLH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,704 shares; 2025Q3: 141,407 shares 141,407 $5.51M 0.01% +37,703 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,372 shares; 2024Q4: 303,319 shares; 2025Q1: 299,623 shares; 2025Q2: 305,236 shares; 2025Q3: 287,794 shares 287,794 $5.51M 0.01% -17,442 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 21,677 shares; 2025Q1: 42,690 shares; 2025Q2: 68,467 shares; 2025Q3: 146,058 shares 146,058 $5.48M 0.01% +77,591 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,003 shares; 2024Q4: 68,096 shares; 2025Q1: 61,433 shares; 2025Q2: 149,610 shares; 2025Q3: 139,562 shares 139,562 $5.48M 0.01% -10,048 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,258 shares; 2025Q1: 56,329 shares; 2025Q2: 94,467 shares; 2025Q3: 130,636 shares 130,636 $5.47M 0.01% +36,169 Timeline DGRS 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: 93,057 shares; 2024Q4: 105,647 shares; 2025Q1: 111,211 shares; 2025Q2: 111,726 shares; 2025Q3: 109,372 shares 109,372 $5.47M 0.01% -2,354 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,960 shares; 2024Q4: 120,903 shares; 2025Q1: 197,653 shares; 2025Q2: 174,616 shares; 2025Q3: 146,112 shares 146,112 $5.45M 0.01% -28,504 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,879 shares; 2024Q4: 137,585 shares; 2025Q1: 165,411 shares; 2025Q2: 187,384 shares; 2025Q3: 242,100 shares 242,100 $5.44M 0.01% +54,716 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,092 shares; 2024Q4: 84,055 shares; 2025Q1: 83,592 shares; 2025Q2: 104,396 shares; 2025Q3: 122,605 shares 122,605 $5.42M 0.01% +18,209 Timeline IYR 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: 53,373 shares; 2024Q4: 75,672 shares; 2025Q1: 64,541 shares; 2025Q2: 60,001 shares; 2025Q3: 55,696 shares 55,696 $5.41M 0.01% -4,305 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,686 shares; 2024Q4: 55,674 shares; 2025Q1: 55,150 shares; 2025Q2: 42,355 shares; 2025Q3: 41,421 shares 41,421 $5.39M 0.01% -934 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,672 shares; 2024Q4: 140,396 shares; 2025Q1: 120,588 shares; 2025Q2: 132,696 shares; 2025Q3: 102,423 shares 102,423 $5.39M 0.01% -30,273 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,796 shares; 2024Q4: 29,892 shares; 2025Q1: 32,895 shares; 2025Q2: 28,721 shares; 2025Q3: 26,178 shares 26,178 $5.36M 0.01% -2,543 Timeline ARKQ 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: 54,898 shares; 2024Q4: 51,240 shares; 2025Q1: 51,074 shares; 2025Q2: 48,179 shares; 2025Q3: 48,004 shares 48,004 $5.36M 0.01% -175 Timeline CHAT 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: 130,803 shares; 2024Q4: 129,989 shares; 2025Q1: 113,005 shares; 2025Q2: 81,318 shares; 2025Q3: 87,073 shares 87,073 $5.36M 0.01% +5,755 Timeline BIZD 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: 323,649 shares; 2024Q4: 340,472 shares; 2025Q1: 372,134 shares; 2025Q2: 375,874 shares; 2025Q3: 358,050 shares 358,050 $5.35M 0.01% -17,824 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,894 shares; 2024Q4: 146,766 shares; 2025Q1: 161,894 shares; 2025Q2: 178,056 shares; 2025Q3: 174,178 shares 174,178 $5.35M 0.01% -3,878 Timeline XJUL 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: 103,593 shares; 2024Q4: 84,563 shares; 2025Q1: 72,564 shares; 2025Q2: 59,853 shares; 2025Q3: 139,369 shares 139,369 $5.35M 0.01% +79,516 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,598 shares; 2024Q4: 260,652 shares; 2025Q1: 326,051 shares; 2025Q2: 420,363 shares; 2025Q3: 481,341 shares 481,341 $5.34M 0.01% +60,978 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,157 shares; 2024Q4: 84,976 shares; 2025Q1: 87,249 shares; 2025Q2: 92,260 shares; 2025Q3: 90,523 shares 90,523 $5.34M 0.01% -1,737 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,518 shares; 2024Q4: 205,951 shares; 2025Q1: 209,460 shares; 2025Q2: 180,430 shares; 2025Q3: 171,243 shares 171,243 $5.34M 0.01% -9,187 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,435 shares; 2024Q4: 195,253 shares; 2025Q1: 190,779 shares; 2025Q2: 174,202 shares; 2025Q3: 155,450 shares 155,450 $5.33M 0.01% -18,752 Timeline IWX 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: 221,245 shares; 2024Q4: 227,714 shares; 2025Q1: 231,909 shares; 2025Q2: 203,661 shares; 2025Q3: 60,431 shares 60,431 $5.31M 0.01% -143,230 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,791 shares; 2024Q4: 119,428 shares; 2025Q1: 114,979 shares; 2025Q2: 104,907 shares; 2025Q3: 95,017 shares 95,017 $5.31M 0.01% -9,890 Timeline EMGF 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: 50,464 shares; 2024Q4: 54,197 shares; 2025Q1: 58,729 shares; 2025Q2: 79,494 shares; 2025Q3: 93,738 shares 93,738 $5.3M 0.01% +14,244 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,959 shares; 2024Q4: 220,527 shares; 2025Q1: 257,267 shares; 2025Q2: 265,724 shares; 2025Q3: 290,577 shares 290,577 $5.3M 0.01% +24,853 Timeline VNLA 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: 65,718 shares; 2024Q4: 76,226 shares; 2025Q1: 93,978 shares; 2025Q2: 104,879 shares; 2025Q3: 107,536 shares 107,536 $5.3M 0.01% +2,657 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,520 shares; 2024Q4: 432,834 shares; 2025Q1: 255,032 shares; 2025Q2: 233,194 shares; 2025Q3: 214,527 shares 214,527 $5.3M 0.01% -18,667 Timeline IVOV 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: 40,941 shares; 2024Q4: 49,613 shares; 2025Q1: 54,409 shares; 2025Q2: 51,568 shares; 2025Q3: 52,566 shares 52,566 $5.3M 0.01% +998 Timeline IAT 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: 111,899 shares; 2024Q4: 117,740 shares; 2025Q1: 115,586 shares; 2025Q2: 106,403 shares; 2025Q3: 100,820 shares 100,820 $5.3M 0.01% -5,583 Timeline JULU 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: 174,432 shares; 2024Q4: 173,474 shares; 2025Q1: 172,206 shares; 2025Q2: 175,750 shares; 2025Q3: 180,901 shares 180,901 $5.29M 0.01% +5,151 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,042 shares; 2024Q4: 199,496 shares; 2025Q1: 212,620 shares; 2025Q2: 229,677 shares; 2025Q3: 134,023 shares 134,023 $5.26M 0.01% -95,654 Timeline AVGE 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: 58,322 shares; 2024Q4: 60,622 shares; 2025Q1: 62,680 shares; 2025Q2: 61,069 shares; 2025Q3: 63,026 shares 63,026 $5.26M 0.01% +1,957 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,443 shares; 2024Q4: 134,758 shares; 2025Q1: 135,335 shares; 2025Q2: 93,207 shares; 2025Q3: 89,546 shares 89,546 $5.26M 0.01% -3,661 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,048 shares; 2024Q4: 77,668 shares; 2025Q1: 65,903 shares; 2025Q2: 65,809 shares; 2025Q3: 63,339 shares 63,339 $5.25M 0.01% -2,470 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 13,669 shares; 2025Q1: 14,123 shares; 2025Q2: 12,848 shares; 2025Q3: 12,981 shares 12,981 $5.25M 0.01% +133 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,997 shares; 2024Q4: 152,736 shares; 2025Q1: 141,385 shares; 2025Q2: 125,234 shares; 2025Q3: 113,337 shares 113,337 $5.24M 0.01% -11,897 Timeline GPIX 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: 24,448 shares; 2024Q4: 39,519 shares; 2025Q1: 408,280 shares; 2025Q2: 78,224 shares; 2025Q3: 100,232 shares 100,232 $5.24M 0.01% +22,008 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 19,626 shares; 2025Q1: 24,252 shares; 2025Q2: 27,794 shares; 2025Q3: 28,384 shares 28,384 $5.23M 0.01% +590 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,944 shares; 2024Q4: 51,771 shares; 2025Q1: 105,784 shares; 2025Q2: 109,602 shares; 2025Q3: 93,360 shares 93,360 $5.23M 0.01% -16,242 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,492 shares; 2024Q4: 40,505 shares; 2025Q1: 41,108 shares; 2025Q2: 38,887 shares; 2025Q3: 38,750 shares 38,750 $5.22M 0.01% -137 Timeline UAPR 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: 279,313 shares; 2024Q4: 253,260 shares; 2025Q1: 169,265 shares; 2025Q2: 170,960 shares; 2025Q3: 161,762 shares 161,762 $5.2M 0.01% -9,198 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,517 shares; 2024Q4: 107,053 shares; 2025Q1: 103,672 shares; 2025Q2: 117,478 shares; 2025Q3: 94,030 shares 94,030 $5.2M 0.01% -23,448 Timeline EUSA 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: 51,536 shares; 2024Q4: 54,723 shares; 2025Q1: 48,016 shares; 2025Q2: 49,430 shares; 2025Q3: 50,404 shares 50,404 $5.19M 0.01% +974 Timeline PBTP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,288 shares; 2025Q1: 150,685 shares; 2025Q2: 193,350 shares; 2025Q3: 198,445 shares 198,445 $5.19M 0.01% +5,095 Timeline EDIV 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: 106,029 shares; 2024Q4: 135,452 shares; 2025Q1: 92,218 shares; 2025Q2: 152,509 shares; 2025Q3: 133,453 shares 133,453 $5.18M 0.01% -19,056 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,414 shares; 2024Q4: 25,336 shares; 2025Q1: 29,831 shares; 2025Q2: 28,824 shares; 2025Q3: 30,360 shares 30,360 $5.18M 0.01% +1,536 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,947 shares; 2024Q4: 26,104 shares; 2025Q1: 28,716 shares; 2025Q2: 28,724 shares; 2025Q3: 27,100 shares 27,100 $5.15M 0.01% -1,624 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,214 shares; 2024Q4: 99,583 shares; 2025Q1: 101,757 shares; 2025Q2: 111,296 shares; 2025Q3: 128,523 shares 128,523 $5.14M 0.01% +17,227 Timeline EWJ 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: 58,218 shares; 2024Q4: 61,548 shares; 2025Q1: 62,245 shares; 2025Q2: 63,057 shares; 2025Q3: 63,918 shares 63,918 $5.13M 0.01% +861 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,208 shares; 2024Q4: 128,254 shares; 2025Q1: 162,396 shares; 2025Q2: 162,092 shares; 2025Q3: 206,884 shares 206,884 $5.12M 0.01% +44,792 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 16,915 shares; 2025Q1: 21,776 shares; 2025Q2: 17,726 shares; 2025Q3: 17,837 shares 17,837 $5.12M 0.01% +111 Timeline MINO 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: 23,949 shares; 2024Q4: 25,689 shares; 2025Q1: 85,996 shares; 2025Q2: 113,448 shares; 2025Q3: 112,758 shares 112,758 $5.11M 0.01% -690 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,832 shares; 2024Q4: 39,400 shares; 2025Q1: 39,488 shares; 2025Q2: 35,769 shares; 2025Q3: 28,458 shares 28,458 $5.1M 0.01% -7,311 Timeline LQDW 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: 16,341 shares; 2024Q4: 11,078 shares; 2025Q1: 11,373 shares; 2025Q2: 195,613 shares; 2025Q3: 201,570 shares 201,570 $5.09M 0.01% +5,957 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,469 shares; 2024Q4: 36,576 shares; 2025Q1: 38,819 shares; 2025Q2: 35,204 shares; 2025Q3: 42,428 shares 42,428 $5.09M 0.01% +7,224 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,225 shares; 2024Q4: 127,564 shares; 2025Q1: 117,768 shares; 2025Q2: 116,060 shares; 2025Q3: 112,385 shares 112,385 $5.08M 0.01% -3,675 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,822 shares; 2024Q4: 175,308 shares; 2025Q1: 131,793 shares; 2025Q2: 135,446 shares; 2025Q3: 136,700 shares 136,700 $5.08M 0.01% +1,254 Timeline IGF 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: 37,134 shares; 2024Q4: 35,418 shares; 2025Q1: 35,083 shares; 2025Q2: 68,624 shares; 2025Q3: 83,161 shares 83,161 $5.08M 0.01% +14,537 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,286 shares; 2024Q4: 103,260 shares; 2025Q1: 99,454 shares; 2025Q2: 102,462 shares; 2025Q3: 159,933 shares 159,933 $5.08M 0.01% +57,471 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,038 shares; 2024Q4: 49,730 shares; 2025Q1: 63,716 shares; 2025Q2: 91,389 shares; 2025Q3: 78,583 shares 78,583 $5.08M 0.01% -12,806 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,974 shares; 2024Q4: 453,929 shares; 2025Q1: 478,923 shares; 2025Q2: 535,325 shares; 2025Q3: 434,493 shares 434,493 $5.08M 0.01% -100,832 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,324 shares; 2024Q4: 82,662 shares; 2025Q1: 82,201 shares; 2025Q2: 84,454 shares; 2025Q3: 57,785 shares 57,785 $5.08M 0.01% -26,669 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,138 shares; 2025Q3: 216,755 shares 216,755 $5.07M 0.01% +12,617 Timeline BJUN 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: 127,189 shares; 2024Q4: 113,384 shares; 2025Q1: 119,171 shares; 2025Q2: 128,185 shares; 2025Q3: 110,566 shares 110,566 $5.06M 0.01% -17,619 Timeline AUGT 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: 103,085 shares; 2024Q4: 94,523 shares; 2025Q1: 85,094 shares; 2025Q2: 112,286 shares; 2025Q3: 144,752 shares 144,752 $5.05M 0.01% +32,466 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,579 shares; 2025Q2: 33,731 shares; 2025Q3: 44,800 shares 44,800 $5.03M 0.01% +11,069 Timeline HMOP 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: 141,901 shares; 2024Q4: 154,839 shares; 2025Q1: 159,373 shares; 2025Q2: 136,533 shares; 2025Q3: 129,009 shares 129,009 $5.03M 0.01% -7,524 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,944 shares; 2024Q4: 52,503 shares; 2025Q1: 59,268 shares; 2025Q2: 58,193 shares; 2025Q3: 51,974 shares 51,974 $5.01M 0.01% -6,219 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,353 shares; 2024Q4: 125,734 shares; 2025Q1: 129,060 shares; 2025Q2: 136,774 shares; 2025Q3: 103,806 shares 103,806 $5M 0.01% -32,968 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,934 shares; 2024Q4: 116,844 shares; 2025Q1: 147,367 shares; 2025Q2: 159,514 shares; 2025Q3: 153,186 shares 153,186 $5M 0.01% -6,328 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,123 shares; 2024Q4: 120,770 shares; 2025Q1: 94,594 shares; 2025Q2: 92,191 shares; 2025Q3: 96,833 shares 96,833 $4.99M 0.01% +4,642 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,734 shares; 2024Q4: 41,871 shares; 2025Q1: 42,741 shares; 2025Q2: 45,808 shares; 2025Q3: 44,092 shares 44,092 $4.99M 0.01% -1,716 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,203 shares; 2024Q4: 197,965 shares; 2025Q1: 197,542 shares; 2025Q2: 203,309 shares; 2025Q3: 203,769 shares 203,769 $4.98M 0.01% +460 Timeline APRT 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: 107,252 shares; 2024Q4: 109,741 shares; 2025Q1: 99,946 shares; 2025Q2: 136,911 shares; 2025Q3: 122,272 shares 122,272 $4.98M 0.01% -14,639 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 5,603 shares; 2025Q1: 5,740 shares; 2025Q2: 26,107 shares; 2025Q3: 27,212 shares 27,212 $4.97M 0.01% +1,105 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,628 shares; 2024Q4: 79,834 shares; 2025Q1: 85,282 shares; 2025Q2: 82,763 shares; 2025Q3: 76,917 shares 76,917 $4.94M 0.01% -5,846 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,035 shares; 2024Q4: 15,592 shares; 2025Q1: 14,276 shares; 2025Q2: 15,191 shares; 2025Q3: 15,250 shares 15,250 $4.92M 0.01% +59 Timeline UTEN 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: 103,966 shares; 2024Q4: 121,557 shares; 2025Q1: 106,415 shares; 2025Q2: 104,013 shares; 2025Q3: 111,074 shares 111,074 $4.91M 0.01% +7,061 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,969 shares; 2024Q4: 188,681 shares; 2025Q1: 194,691 shares; 2025Q2: 188,119 shares; 2025Q3: 166,908 shares 166,908 $4.91M 0.01% -21,211 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,891 shares; 2024Q4: 216,625 shares; 2025Q1: 248,887 shares; 2025Q2: 270,274 shares; 2025Q3: 343,036 shares 343,036 $4.91M 0.01% +72,762 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,910 shares; 2024Q4: 22,610 shares; 2025Q1: 23,721 shares; 2025Q2: 409,766 shares; 2025Q3: 408,096 shares 408,096 $4.91M 0.01% -1,670 Timeline TAXF 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: 102,192 shares; 2024Q4: 107,308 shares; 2025Q1: 107,300 shares; 2025Q2: 97,590 shares; 2025Q3: 97,596 shares 97,596 $4.9M 0.01% +6 Timeline HYGV 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: 117,388 shares; 2024Q4: 111,751 shares; 2025Q1: 110,841 shares; 2025Q2: 113,186 shares; 2025Q3: 118,766 shares 118,766 $4.89M 0.01% +5,580 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS 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: 52,187 shares; 2025Q2: 111,417 shares; 2025Q3: 682,343 shares 682,343 $4.89M 0.01% +570,926 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,365 shares; 2024Q4: 67,647 shares; 2025Q1: 439,220 shares; 2025Q2: 482,018 shares; 2025Q3: 104,244 shares 104,244 $4.89M 0.01% -377,774 Timeline SPBU 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: not reported; 2024Q4: not reported; 2025Q1: 16,860 shares; 2025Q2: 81,467 shares; 2025Q3: 176,465 shares 176,465 $4.89M 0.01% +94,998 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,523 shares; 2024Q4: 165,751 shares; 2025Q1: 161,394 shares; 2025Q2: 147,459 shares; 2025Q3: 130,439 shares 130,439 $4.88M 0.01% -17,020 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,018 shares; 2024Q4: 122,784 shares; 2025Q1: 121,633 shares; 2025Q2: 313,557 shares; 2025Q3: 112,698 shares 112,698 $4.87M 0.01% -200,859 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,593 shares; 2024Q4: 281,996 shares; 2025Q1: 79,654 shares; 2025Q2: 77,217 shares; 2025Q3: 62,688 shares 62,688 $4.87M 0.01% -14,529 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,674 shares; 2024Q4: 15,364 shares; 2025Q1: 13,501 shares; 2025Q2: 36,501 shares; 2025Q3: 40,097 shares 40,097 $4.86M 0.01% +3,596 Timeline DDTL 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: not reported; 2025Q3: 237,002 shares 237,002 $4.85M 0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,259 shares; 2024Q4: 622,119 shares; 2025Q1: 431,428 shares; 2025Q2: 449,781 shares; 2025Q3: 394,447 shares 394,447 $4.85M 0.01% -55,334 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,013 shares; 2024Q4: 587,666 shares; 2025Q1: 582,368 shares; 2025Q2: 466,935 shares; 2025Q3: 475,563 shares 475,563 $4.84M 0.01% +8,628 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,054 shares; 2024Q4: 44,504 shares; 2025Q1: 81,848 shares; 2025Q2: 88,197 shares; 2025Q3: 94,526 shares 94,526 $4.83M 0.01% +6,329 Timeline ZSEP 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: 127,455 shares; 2024Q4: 135,325 shares; 2025Q1: 127,706 shares; 2025Q2: 126,865 shares; 2025Q3: 182,187 shares 182,187 $4.83M 0.01% +55,322 Timeline QUS 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: 29,438 shares; 2024Q4: 30,059 shares; 2025Q1: 28,148 shares; 2025Q2: 28,312 shares; 2025Q3: 28,154 shares 28,154 $4.82M 0.01% -158 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,194 shares; 2024Q4: 260,223 shares; 2025Q1: 259,954 shares; 2025Q2: 267,685 shares; 2025Q3: 277,343 shares 277,343 $4.81M 0.01% +9,658 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,880 shares; 2024Q4: 60,210 shares; 2025Q1: 57,697 shares; 2025Q2: 62,149 shares; 2025Q3: 142,976 shares 142,976 $4.81M 0.01% +80,827 Timeline YSEP 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: 179,461 shares; 2024Q4: 241,884 shares; 2025Q1: 251,686 shares; 2025Q2: 255,794 shares; 2025Q3: 188,610 shares 188,610 $4.81M 0.01% -67,184 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,752 shares; 2024Q4: 19,709 shares; 2025Q1: 219,430 shares; 2025Q2: 216,344 shares; 2025Q3: 207,182 shares 207,182 $4.8M 0.01% -9,162 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,831 shares; 2024Q4: 331,539 shares; 2025Q1: 350,697 shares; 2025Q2: 364,982 shares; 2025Q3: 128,320 shares 128,320 $4.78M 0.01% -236,662 Timeline DFAW 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: 47,418 shares; 2024Q4: 49,440 shares; 2025Q1: 53,017 shares; 2025Q2: 61,429 shares; 2025Q3: 66,410 shares 66,410 $4.77M 0.01% +4,981 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,544 shares; 2024Q4: 46,491 shares; 2025Q1: 45,681 shares; 2025Q2: 45,136 shares; 2025Q3: 51,135 shares 51,135 $4.76M 0.01% +5,999 Timeline PID 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: 195,711 shares; 2024Q4: 222,624 shares; 2025Q1: 246,803 shares; 2025Q2: 231,826 shares; 2025Q3: 223,816 shares 223,816 $4.76M 0.01% -8,010 Timeline DFIS 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: 135,174 shares; 2024Q4: 135,360 shares; 2025Q1: 140,425 shares; 2025Q2: 146,843 shares; 2025Q3: 150,213 shares 150,213 $4.75M 0.01% +3,370 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,698 shares; 2024Q4: 182,368 shares; 2025Q1: 179,713 shares; 2025Q2: 184,347 shares; 2025Q3: 201,270 shares 201,270 $4.74M 0.01% +16,923 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,418 shares; 2024Q4: 125,079 shares; 2025Q1: 124,747 shares; 2025Q2: 98,475 shares; 2025Q3: 85,046 shares 85,046 $4.74M 0.01% -13,429 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,281 shares; 2024Q4: 107,268 shares; 2025Q1: 119,089 shares; 2025Q2: 118,253 shares; 2025Q3: 74,550 shares 74,550 $4.74M 0.01% -43,703 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 38,549 shares; 2025Q1: 30,422 shares; 2025Q2: 26,018 shares; 2025Q3: 26,050 shares 26,050 $4.73M 0.01% +32 Timeline IEO 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: 61,033 shares; 2024Q4: 57,072 shares; 2025Q1: 54,751 shares; 2025Q2: 53,097 shares; 2025Q3: 50,960 shares 50,960 $4.72M 0.01% -2,137 Timeline IYM 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: 31,246 shares; 2024Q4: 33,224 shares; 2025Q1: 30,355 shares; 2025Q2: 30,479 shares; 2025Q3: 31,822 shares 31,822 $4.72M 0.01% +1,343 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,485 shares; 2024Q4: 88,934 shares; 2025Q1: 86,842 shares; 2025Q2: 87,298 shares; 2025Q3: 73,249 shares 73,249 $4.72M 0.01% -14,049 Timeline FXG 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: 28,780 shares; 2024Q4: 26,650 shares; 2025Q1: 31,048 shares; 2025Q2: 68,709 shares; 2025Q3: 75,234 shares 75,234 $4.71M 0.01% +6,525 Timeline FLV 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: 66,708 shares; 2024Q4: 66,936 shares; 2025Q1: 67,496 shares; 2025Q2: 64,116 shares; 2025Q3: 63,921 shares 63,921 $4.71M 0.01% -195 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,852 shares; 2024Q4: 273,719 shares; 2025Q1: 256,781 shares; 2025Q2: 169,978 shares; 2025Q3: 175,509 shares 175,509 $4.7M 0.01% +5,531 LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,867 shares; 2024Q4: 145,579 shares; 2025Q1: 143,955 shares; 2025Q2: 137,708 shares; 2025Q3: 95,831 shares 95,831 $4.7M 0.01% -41,877 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,643 shares; 2024Q4: 50,726 shares; 2025Q1: 67,942 shares; 2025Q2: 80,165 shares; 2025Q3: 66,624 shares 66,624 $4.7M 0.01% -13,541 Timeline IBHH 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: 169,893 shares; 2024Q4: 184,225 shares; 2025Q1: 189,803 shares; 2025Q2: 198,252 shares; 2025Q3: 196,787 shares 196,787 $4.7M 0.01% -1,465 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,134 shares; 2024Q4: 115,866 shares; 2025Q1: 119,837 shares; 2025Q2: 118,636 shares; 2025Q3: 123,294 shares 123,294 $4.69M 0.01% +4,658 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,489 shares; 2024Q4: 69,591 shares; 2025Q1: 34,487 shares; 2025Q2: 108,394 shares; 2025Q3: 129,256 shares 129,256 $4.68M 0.01% +20,862 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 17,321 shares; 2025Q1: 16,148 shares; 2025Q2: 16,033 shares; 2025Q3: 15,895 shares 15,895 $4.68M 0.01% -138 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,921 shares; 2025Q2: 45,599 shares; 2025Q3: 158,367 shares 158,367 $4.68M 0.01% +112,768 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,876 shares; 2024Q4: 135,105 shares; 2025Q1: 143,125 shares; 2025Q2: 137,077 shares; 2025Q3: 161,986 shares 161,986 $4.66M 0.01% +24,909 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195,380 shares; 2025Q1: 185,792 shares; 2025Q2: 154,330 shares; 2025Q3: 131,375 shares 131,375 $4.66M 0.01% -22,955 Timeline OCTU 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: not reported; 2024Q4: 136,541 shares; 2025Q1: 199,532 shares; 2025Q2: 178,954 shares; 2025Q3: 166,265 shares 166,265 $4.65M 0.01% -12,689 Timeline DJUN 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: 127,908 shares; 2024Q4: 123,367 shares; 2025Q1: 116,855 shares; 2025Q2: 108,515 shares; 2025Q3: 99,532 shares 99,532 $4.63M 0.01% -8,983 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,183 shares; 2024Q4: 67,192 shares; 2025Q1: 68,527 shares; 2025Q2: 65,759 shares; 2025Q3: 65,791 shares 65,791 $4.63M 0.01% +32 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,873 shares; 2024Q4: 161,987 shares; 2025Q1: 166,006 shares; 2025Q2: 194,980 shares; 2025Q3: 212,318 shares 212,318 $4.62M 0.01% +17,338 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,042 shares; 2024Q4: 70,992 shares; 2025Q1: 68,726 shares; 2025Q2: 69,507 shares; 2025Q3: 69,923 shares 69,923 $4.62M 0.01% +416 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,303 shares; 2024Q4: 179,603 shares; 2025Q1: 174,617 shares; 2025Q2: 183,530 shares; 2025Q3: 86,779 shares 86,779 $4.61M 0.01% -96,751 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,182 shares; 2024Q4: 27,626 shares; 2025Q1: 29,053 shares; 2025Q2: 28,724 shares; 2025Q3: 27,611 shares 27,611 $4.61M 0.01% -1,113 Timeline DDFS 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: not reported; 2025Q3: 220,348 shares 220,348 $4.6M 0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,252 shares; 2024Q4: 117,193 shares; 2025Q1: 115,442 shares; 2025Q2: 198,108 shares; 2025Q3: 211,469 shares 211,469 $4.59M 0.01% +13,361 Timeline CFA 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: 49,360 shares; 2024Q4: 52,055 shares; 2025Q1: 50,737 shares; 2025Q2: 50,192 shares; 2025Q3: 50,447 shares 50,447 $4.59M 0.01% +255 Timeline JSMD 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: 31,064 shares; 2024Q4: 38,156 shares; 2025Q1: 41,627 shares; 2025Q2: 43,410 shares; 2025Q3: 54,833 shares 54,833 $4.58M 0.01% +11,423 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,821 shares; 2025Q1: 2,012 shares; 2025Q2: 2,068 shares; 2025Q3: 19,732 shares 19,732 $4.58M 0.01% +17,664 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,947 shares; 2024Q4: 43,862 shares; 2025Q1: 44,933 shares; 2025Q2: 38,730 shares; 2025Q3: 35,605 shares 35,605 $4.57M 0.01% -3,125 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,303 shares; 2024Q4: 78,135 shares; 2025Q1: 83,694 shares; 2025Q2: 83,468 shares; 2025Q3: 83,645 shares 83,645 $4.54M 0.01% +177 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,038 shares; 2024Q4: 429,497 shares; 2025Q1: 420,662 shares; 2025Q2: 434,750 shares; 2025Q3: 398,464 shares 398,464 $4.54M 0.01% -36,286 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,445 shares; 2024Q4: 110,865 shares; 2025Q1: 104,107 shares; 2025Q2: 123,592 shares; 2025Q3: 73,732 shares 73,732 $4.53M 0.01% -49,860 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,757 shares; 2024Q4: 106,317 shares; 2025Q1: 101,956 shares; 2025Q2: 87,807 shares; 2025Q3: 131,674 shares 131,674 $4.53M 0.01% +43,867 Timeline JMTG 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: 158,356 shares; 2025Q3: 88,658 shares 88,658 $4.52M 0.01% -69,698 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,668 shares; 2024Q4: 20,809 shares; 2025Q1: 20,661 shares; 2025Q2: 26,870 shares; 2025Q3: 77,827 shares 77,827 $4.52M 0.01% +50,957 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,931 shares; 2024Q4: 33,154 shares; 2025Q1: 71,942 shares; 2025Q2: 69,194 shares; 2025Q3: 69,283 shares 69,283 $4.52M 0.01% +89 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,385 shares; 2024Q4: 52,652 shares; 2025Q1: 64,154 shares; 2025Q2: 64,110 shares; 2025Q3: 59,547 shares 59,547 $4.52M 0.01% -4,563 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,403 shares; 2024Q4: 111,974 shares; 2025Q1: 112,781 shares; 2025Q2: 111,343 shares; 2025Q3: 107,245 shares 107,245 $4.51M 0.01% -4,098 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 7,612 shares; 2025Q1: 10,954 shares; 2025Q2: 11,256 shares; 2025Q3: 17,386 shares 17,386 $4.49M 0.01% +6,130 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,987 shares; 2025Q1: 28,081 shares; 2025Q2: 160,763 shares; 2025Q3: 176,537 shares 176,537 $4.48M 0.01% +15,774 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,408 shares; 2024Q4: 68,614 shares; 2025Q1: 74,882 shares; 2025Q2: 62,574 shares; 2025Q3: 69,097 shares 69,097 $4.48M 0.01% +6,523 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,982 shares; 2024Q4: 43,087 shares; 2025Q1: 44,728 shares; 2025Q2: 37,281 shares; 2025Q3: 27,597 shares 27,597 $4.47M 0.01% -9,684 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,182 shares; 2024Q4: 30,465 shares; 2025Q1: 34,708 shares; 2025Q2: 22,957 shares; 2025Q3: 23,402 shares 23,402 $4.47M 0.01% +445 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,342 shares; 2024Q4: 4,503 shares; 2025Q1: 4,386 shares; 2025Q2: 18,912 shares; 2025Q3: 17,678 shares 17,678 $4.47M 0.01% -1,234 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,503 shares; 2024Q4: 8,532 shares; 2025Q1: 9,788 shares; 2025Q2: 7,275 shares; 2025Q3: 7,595 shares 7,595 $4.45M 0.01% +320 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,948 shares; 2024Q4: 146,417 shares; 2025Q1: 139,481 shares; 2025Q2: 140,601 shares; 2025Q3: 128,244 shares 128,244 $4.45M 0.01% -12,357 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,362 shares; 2024Q4: 75,918 shares; 2025Q1: 103,379 shares; 2025Q2: 118,416 shares; 2025Q3: 108,859 shares 108,859 $4.43M 0.01% -9,557 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,405 shares; 2024Q4: 229,142 shares; 2025Q1: 247,460 shares; 2025Q2: 249,649 shares; 2025Q3: 191,988 shares 191,988 $4.43M 0.01% -57,661 MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,244 shares; 2024Q4: 17,146 shares; 2025Q1: 27,825 shares; 2025Q2: 1,641 shares; 2025Q3: 23,065 shares 23,065 $4.41M 0.01% +21,424 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,554 shares; 2024Q4: 45,028 shares; 2025Q1: 44,030 shares; 2025Q2: 45,684 shares; 2025Q3: 45,895 shares 45,895 $4.41M 0.01% +211 Timeline BDVL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176,231 shares 176,231 $4.41M 0.01% new Timeline ARTY 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: 88,580 shares; 2024Q4: 79,683 shares; 2025Q1: 113,287 shares; 2025Q2: 95,032 shares; 2025Q3: 96,121 shares 96,121 $4.4M 0.01% +1,089 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,171 shares; 2024Q4: 20,647 shares; 2025Q1: 25,040 shares; 2025Q2: 15,602 shares; 2025Q3: 21,139 shares 21,139 $4.4M 0.01% +5,537 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,796 shares; 2024Q4: 14,884 shares; 2025Q1: 14,859 shares; 2025Q2: 15,410 shares; 2025Q3: 17,654 shares 17,654 $4.4M 0.01% +2,244 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,292 shares; 2024Q4: 358,574 shares; 2025Q1: 367,368 shares; 2025Q2: 338,631 shares; 2025Q3: 352,146 shares 352,146 $4.39M 0.01% +13,515 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,666 shares; 2024Q4: 50,904 shares; 2025Q1: 50,444 shares; 2025Q2: 49,992 shares; 2025Q3: 48,221 shares 48,221 $4.39M 0.01% -1,771 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC 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: 119,289 shares; 2025Q3: 123,568 shares 123,568 $4.38M 0.01% +4,279 Timeline IBDZ 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: 25,618 shares; 2024Q4: 49,697 shares; 2025Q1: 96,769 shares; 2025Q2: 145,151 shares; 2025Q3: 165,418 shares 165,418 $4.38M 0.01% +20,267 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,746 shares; 2024Q4: 18,664 shares; 2025Q1: 36,850 shares; 2025Q2: 22,900 shares; 2025Q3: 24,498 shares 24,498 $4.38M 0.01% +1,598 Timeline DDFL 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: not reported; 2025Q3: 216,524 shares 216,524 $4.37M 0.01% new Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,003 shares; 2024Q4: 472,538 shares; 2025Q1: 470,063 shares; 2025Q2: 482,573 shares; 2025Q3: 128,900 shares 128,900 $4.37M 0.01% -353,673 Timeline TQQQ 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: 27,220 shares; 2024Q4: 26,229 shares; 2025Q1: 33,771 shares; 2025Q2: 36,068 shares; 2025Q3: 42,137 shares 42,137 $4.36M 0.01% +6,069 Timeline EZM 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: 39,257 shares; 2024Q4: 54,228 shares; 2025Q1: 61,287 shares; 2025Q2: 62,634 shares; 2025Q3: 66,091 shares 66,091 $4.36M 0.01% +3,457 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,410 shares; 2024Q4: 192,574 shares; 2025Q1: 194,992 shares; 2025Q2: 58,199 shares; 2025Q3: 67,541 shares 67,541 $4.36M 0.01% +9,342 Timeline FUMB 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: 216,820 shares; 2024Q4: 222,274 shares; 2025Q1: 220,737 shares; 2025Q2: 222,217 shares; 2025Q3: 216,128 shares 216,128 $4.34M 0.01% -6,089 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,476 shares; 2024Q4: 327,372 shares; 2025Q1: 274,413 shares; 2025Q2: 287,158 shares; 2025Q3: 228,669 shares 228,669 $4.32M 0.01% -58,489 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,738 shares; 2024Q4: 175,130 shares; 2025Q1: 192,239 shares; 2025Q2: 434,091 shares; 2025Q3: 108,675 shares 108,675 $4.32M 0.01% -325,416 Timeline DUSB 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: 66,141 shares; 2024Q4: 75,169 shares; 2025Q1: 75,396 shares; 2025Q2: 82,345 shares; 2025Q3: 84,618 shares 84,618 $4.3M 0.01% +2,273 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,713 shares; 2024Q4: 44,613 shares; 2025Q1: 41,984 shares; 2025Q2: 39,396 shares; 2025Q3: 38,756 shares 38,756 $4.29M 0.01% -640 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,360 shares; 2024Q4: 217,429 shares; 2025Q1: 300,416 shares; 2025Q2: 309,306 shares; 2025Q3: 175,916 shares 175,916 $4.29M 0.01% -133,390 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 6,537 shares; 2025Q1: 8,471 shares; 2025Q2: 9,926 shares; 2025Q3: 9,407 shares 9,407 $4.29M 0.01% -519 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,329 shares; 2024Q4: 157,258 shares; 2025Q1: 101,860 shares; 2025Q2: 105,249 shares; 2025Q3: 95,317 shares 95,317 $4.29M 0.01% -9,932 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,723 shares; 2024Q4: 91,626 shares; 2025Q1: 94,071 shares; 2025Q2: 77,993 shares; 2025Q3: 78,306 shares 78,306 $4.28M 0.01% +313 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,157 shares; 2024Q4: 16,665 shares; 2025Q1: 18,382 shares; 2025Q2: 17,170 shares; 2025Q3: 13,839 shares 13,839 $4.27M 0.01% -3,331 Timeline JUNW 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: 138,981 shares; 2024Q4: 138,054 shares; 2025Q1: 133,979 shares; 2025Q2: 170,452 shares; 2025Q3: 130,214 shares 130,214 $4.27M 0.01% -40,238 Timeline FTRI 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: 329,273 shares; 2024Q4: 278,338 shares; 2025Q1: 155,106 shares; 2025Q2: 136,390 shares; 2025Q3: 280,399 shares 280,399 $4.26M 0.01% +144,009 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,373 shares; 2024Q4: 385,270 shares; 2025Q1: 368,056 shares; 2025Q2: 369,601 shares; 2025Q3: 351,643 shares 351,643 $4.25M 0.01% -17,958 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,977 shares; 2024Q4: 82,792 shares; 2025Q1: 81,607 shares; 2025Q2: 75,009 shares; 2025Q3: 71,261 shares 71,261 $4.25M 0.01% -3,748 KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,326 shares; 2024Q4: 277,208 shares; 2025Q1: 325,832 shares; 2025Q2: 314,436 shares; 2025Q3: 261,356 shares 261,356 $4.24M 0.01% -53,080 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,661 shares; 2024Q4: 61,808 shares; 2025Q1: 66,862 shares; 2025Q2: 65,006 shares; 2025Q3: 69,214 shares 69,214 $4.23M 0.01% +4,208 Timeline HISF 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: 17,455 shares; 2024Q4: 27,460 shares; 2025Q1: 55,248 shares; 2025Q2: 63,968 shares; 2025Q3: 93,741 shares 93,741 $4.23M 0.01% +29,773 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,041 shares; 2024Q4: 8,559 shares; 2025Q1: 9,448 shares; 2025Q2: 8,593 shares; 2025Q3: 13,432 shares 13,432 $4.23M 0.01% +4,839 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,204 shares; 2024Q4: 481,916 shares; 2025Q1: 442,941 shares; 2025Q2: 443,659 shares; 2025Q3: 343,185 shares 343,185 $4.23M 0.01% -100,474 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,969 shares; 2024Q4: 34,830 shares; 2025Q1: 38,558 shares; 2025Q2: 36,160 shares; 2025Q3: 35,839 shares 35,839 $4.22M 0.01% -321 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 21,084 shares; 2025Q1: 24,008 shares; 2025Q2: 23,815 shares; 2025Q3: 20,416 shares 20,416 $4.22M 0.01% -3,399 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,593 shares; 2024Q4: 166,130 shares; 2025Q1: 215,758 shares; 2025Q2: 178,801 shares; 2025Q3: 171,648 shares 171,648 $4.22M 0.01% -7,153 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,101 shares; 2024Q4: 110,312 shares; 2025Q1: 111,738 shares; 2025Q2: 111,935 shares; 2025Q3: 109,376 shares 109,376 $4.22M 0.01% -2,559 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,326 shares; 2024Q4: 361,604 shares; 2025Q1: 349,528 shares; 2025Q2: 327,849 shares; 2025Q3: 292,118 shares 292,118 $4.22M 0.01% -35,731 Timeline PFM 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: 90,033 shares; 2024Q4: 94,206 shares; 2025Q1: 89,866 shares; 2025Q2: 85,698 shares; 2025Q3: 83,134 shares 83,134 $4.22M 0.01% -2,564 Timeline BFEB 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: 117,027 shares; 2024Q4: 102,958 shares; 2025Q1: 122,724 shares; 2025Q2: 101,742 shares; 2025Q3: 89,204 shares 89,204 $4.21M 0.01% -12,538 Timeline IBMP 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: 88,867 shares; 2024Q4: 120,565 shares; 2025Q1: 142,174 shares; 2025Q2: 156,883 shares; 2025Q3: 165,304 shares 165,304 $4.21M 0.01% +8,421 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,510 shares; 2025Q2: 28,880 shares; 2025Q3: 55,771 shares 55,771 $4.21M 0.01% +26,891 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,080 shares; 2024Q4: 131,018 shares; 2025Q1: 232,431 shares; 2025Q2: 337,570 shares; 2025Q3: 840,468 shares 840,468 $4.19M 0.01% +502,898 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,581 shares; 2024Q4: 54,594 shares; 2025Q1: 76,516 shares; 2025Q2: 95,458 shares; 2025Q3: 189,537 shares 189,537 $4.18M 0.01% +94,079 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,343 shares; 2024Q4: 190,176 shares; 2025Q1: 187,604 shares; 2025Q2: 240,041 shares; 2025Q3: 247,095 shares 247,095 $4.17M 0.01% +7,054 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,647 shares; 2024Q4: 224,873 shares; 2025Q1: 223,869 shares; 2025Q2: 229,289 shares; 2025Q3: 197,370 shares 197,370 $4.17M 0.01% -31,919 Timeline ZDEK 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: 161,989 shares; 2025Q1: 183,500 shares; 2025Q2: 189,683 shares; 2025Q3: 164,995 shares 164,995 $4.17M 0.01% -24,688 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,225 shares; 2024Q4: 196,013 shares; 2025Q1: 289,573 shares; 2025Q2: 83,876 shares; 2025Q3: 65,812 shares 65,812 $4.17M 0.01% -18,064 Timeline AVSD 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: 55,480 shares; 2024Q4: 57,950 shares; 2025Q1: 57,534 shares; 2025Q2: 58,689 shares; 2025Q3: 58,174 shares 58,174 $4.16M 0.01% -515 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 16,658 shares; 2025Q1: 26,442 shares; 2025Q2: 17,896 shares; 2025Q3: 15,572 shares 15,572 $4.16M 0.01% -2,324 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,516 shares; 2024Q4: 84,994 shares; 2025Q1: 281,113 shares; 2025Q2: 99,762 shares; 2025Q3: 120,189 shares 120,189 $4.15M 0.01% +20,427 Timeline LDEM 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: 72,676 shares; 2024Q4: 81,464 shares; 2025Q1: 43,298 shares; 2025Q2: 70,058 shares; 2025Q3: 70,301 shares 70,301 $4.14M 0.01% +243 Timeline FMUN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,965 shares; 2025Q3: 83,018 shares 83,018 $4.14M 0.01% -52,947 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,021 shares; 2024Q4: 112,006 shares; 2025Q1: 120,034 shares; 2025Q2: 65,511 shares; 2025Q3: 51,000 shares 51,000 $4.13M 0.01% -14,511 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,457 shares; 2024Q4: 86,353 shares; 2025Q1: 82,955 shares; 2025Q2: 82,517 shares; 2025Q3: 69,290 shares 69,290 $4.12M 0.01% -13,227 Timeline LDUR 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: 32,734 shares; 2024Q4: 24,590 shares; 2025Q1: 23,041 shares; 2025Q2: 42,809 shares; 2025Q3: 42,777 shares 42,777 $4.11M 0.01% -32 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,106 shares; 2024Q4: 32,301 shares; 2025Q1: 38,745 shares; 2025Q2: 47,630 shares; 2025Q3: 74,367 shares 74,367 $4.11M 0.01% +26,737 Timeline UFEB 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: 75,079 shares; 2024Q4: 68,816 shares; 2025Q1: 139,320 shares; 2025Q2: 141,524 shares; 2025Q3: 114,331 shares 114,331 $4.09M 0.01% -27,193 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,249 shares; 2024Q4: 55,417 shares; 2025Q1: 55,645 shares; 2025Q2: 35,316 shares; 2025Q3: 22,903 shares 22,903 $4.08M 0.01% -12,413 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,396 shares; 2024Q4: 156,504 shares; 2025Q1: 157,946 shares; 2025Q2: 130,101 shares; 2025Q3: 74,594 shares 74,594 $4.05M 0.01% -55,507 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,522 shares; 2024Q4: 29,863 shares; 2025Q1: 30,665 shares; 2025Q2: 31,155 shares; 2025Q3: 22,650 shares 22,650 $4.05M 0.01% -8,505 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 9,484 shares; 2025Q1: 35,281 shares; 2025Q2: 57,925 shares; 2025Q3: 59,172 shares 59,172 $4.05M 0.01% +1,247 Timeline IDOG 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: 132,235 shares; 2024Q4: 135,086 shares; 2025Q1: 121,003 shares; 2025Q2: 111,601 shares; 2025Q3: 113,419 shares 113,419 $4.04M 0.01% +1,818 Timeline