HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,555 shares; 2025Q2: 52,772 shares 52,772 $2.57M 0.02% -3,783 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 4,558 shares; 2025Q1: 5,212 shares; 2025Q2: 8,171 shares 8,171 $2.57M 0.02% +2,959 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,506 shares; 2024Q4: 8,929 shares; 2025Q1: 11,251 shares; 2025Q2: 14,842 shares 14,842 $2.56M 0.02% +3,591 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,539 shares; 2024Q4: 50,444 shares; 2025Q1: 51,578 shares; 2025Q2: 53,110 shares 53,110 $2.56M 0.02% +1,532 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,801 shares; 2024Q4: 79,883 shares; 2025Q1: 109,197 shares; 2025Q2: 134,833 shares 134,833 $2.56M 0.02% +25,636 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,454 shares; 2024Q4: 23,973 shares; 2025Q1: 24,536 shares; 2025Q2: 25,703 shares 25,703 $2.56M 0.02% +1,167 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,811 shares; 2024Q4: 72,657 shares; 2025Q1: 55,915 shares; 2025Q2: 58,978 shares 58,978 $2.54M 0.02% +3,063 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,517 shares; 2024Q4: 83,118 shares; 2025Q1: 83,490 shares; 2025Q2: 90,008 shares 90,008 $2.52M 0.02% +6,518 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,517 shares; 2025Q1: 42,347 shares; 2025Q2: 59,175 shares 59,175 $2.51M 0.02% +16,828 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,724 shares; 2025Q2: 101,378 shares 101,378 $2.48M 0.02% +24,654 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,299 shares; 2024Q4: 124,139 shares; 2025Q1: 108,871 shares; 2025Q2: 106,043 shares 106,043 $2.48M 0.02% -2,828 RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,541 shares; 2024Q4: 45,887 shares; 2025Q1: 46,289 shares; 2025Q2: 46,265 shares 46,265 $2.48M 0.02% -24 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,652 shares; 2024Q4: 33,570 shares; 2025Q1: 38,377 shares; 2025Q2: 53,134 shares 53,134 $2.46M 0.02% +14,757 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,139 shares; 2024Q4: 31,410 shares; 2025Q1: 51,778 shares; 2025Q2: 67,894 shares 67,894 $2.45M 0.02% +16,116 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,766 shares; 2025Q2: 97,311 shares 97,311 $2.44M 0.02% +81,545 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,714 shares; 2024Q4: 18,729 shares; 2025Q1: 18,275 shares; 2025Q2: 18,878 shares 18,878 $2.43M 0.02% +603 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: 6,646 shares; 2025Q1: 5,688 shares; 2025Q2: 6,261 shares 6,261 $2.42M 0.02% +573 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,578 shares; 2024Q4: 71,396 shares; 2025Q1: 68,720 shares; 2025Q2: 70,722 shares 70,722 $2.41M 0.02% +2,002 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 15,950 shares; 2025Q1: 16,907 shares; 2025Q2: 17,974 shares 17,974 $2.39M 0.02% +1,067 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,759 shares; 2025Q2: 74,503 shares 74,503 $2.38M 0.02% +58,744 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,755 shares; 2024Q4: 12,555 shares; 2025Q1: 13,026 shares; 2025Q2: 10,317 shares 10,317 $2.37M 0.02% -2,709 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,990 shares; 2024Q4: 222,701 shares; 2025Q1: 186,405 shares; 2025Q2: 209,095 shares 209,095 $2.37M 0.02% +22,690 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 9,004 shares; 2025Q1: 11,216 shares; 2025Q2: 12,882 shares 12,882 $2.36M 0.02% +1,666 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,709 shares; 2024Q4: 35,497 shares; 2025Q1: 45,384 shares; 2025Q2: 47,508 shares 47,508 $2.35M 0.02% +2,124 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,979 shares; 2024Q4: 90,441 shares; 2025Q1: 93,694 shares; 2025Q2: 90,931 shares 90,931 $2.32M 0.02% -2,763 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,474 shares; 2024Q4: 47,920 shares; 2025Q1: 52,098 shares; 2025Q2: 60,279 shares 60,279 $2.31M 0.02% +8,181 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,626 shares; 2025Q2: 65,820 shares 65,820 $2.31M 0.02% +25,194 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,998 shares; 2024Q4: 36,129 shares; 2025Q1: 27,666 shares; 2025Q2: 25,837 shares 25,837 $2.3M 0.02% -1,829 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,155 shares; 2025Q1: 3,574 shares; 2025Q2: 6,526 shares 6,526 $2.29M 0.02% +2,952 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 8,996 shares; 2025Q1: 7,662 shares; 2025Q2: 7,626 shares 7,626 $2.28M 0.02% -36 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,410 shares; 2024Q4: 30,127 shares; 2025Q1: 33,323 shares; 2025Q2: 46,315 shares 46,315 $2.27M 0.02% +12,992 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,919 shares; 2024Q4: 163,037 shares; 2025Q1: 155,512 shares; 2025Q2: 35,723 shares 35,723 $2.26M 0.02% -119,789 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,419 shares; 2024Q4: 38,223 shares; 2025Q1: 45,189 shares; 2025Q2: 52,625 shares 52,625 $2.22M 0.02% +7,436 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,753 shares; 2025Q2: 89,091 shares 89,091 $2.22M 0.02% +4,338 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,202 shares; 2024Q4: 109,405 shares; 2025Q1: 35,730 shares; 2025Q2: 33,935 shares 33,935 $2.22M 0.02% -1,795 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,331 shares; 2024Q4: 22,081 shares; 2025Q1: 49,956 shares; 2025Q2: 44,364 shares 44,364 $2.18M 0.02% -5,592 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,485 shares; 2024Q4: 22,109 shares; 2025Q1: 25,018 shares; 2025Q2: 23,567 shares 23,567 $2.17M 0.02% -1,451 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,039 shares; 2024Q4: 78,630 shares; 2025Q1: 81,030 shares; 2025Q2: 85,403 shares 85,403 $2.16M 0.02% +4,373 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,373 shares; 2024Q4: 57,648 shares; 2025Q1: 52,959 shares; 2025Q2: 29,820 shares 29,820 $2.15M 0.02% -23,139 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,709 shares; 2024Q4: 26,974 shares; 2025Q1: 28,742 shares; 2025Q2: 25,968 shares 25,968 $2.15M 0.02% -2,774 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 70,921 shares; 2025Q1: 75,316 shares; 2025Q2: 80,799 shares 80,799 $2.15M 0.02% +5,483 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,018 shares; 2024Q4: 28,507 shares; 2025Q1: 36,133 shares; 2025Q2: 36,610 shares 36,610 $2.14M 0.02% +477 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,859 shares; 2025Q1: 5,907 shares; 2025Q2: 5,846 shares 5,846 $2.14M 0.02% -61 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,508 shares; 2024Q4: 35,328 shares; 2025Q1: 33,086 shares; 2025Q2: 37,758 shares 37,758 $2.14M 0.02% +4,672 Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,451 shares; 2024Q4: 91,112 shares; 2025Q1: 92,684 shares; 2025Q2: 101,005 shares 101,005 $2.14M 0.02% +8,321 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 839 shares; 2025Q1: not reported; 2025Q2: 8,720 shares 8,720 $2.13M 0.02% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,436 shares; 2024Q4: 21,511 shares; 2025Q1: 22,342 shares; 2025Q2: 24,787 shares 24,787 $2.13M 0.02% +2,445 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,422 shares; 2024Q4: 34,849 shares; 2025Q1: 58,598 shares; 2025Q2: 44,555 shares 44,555 $2.12M 0.02% -14,043 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 20,483 shares; 2025Q1: 20,924 shares; 2025Q2: 21,691 shares 21,691 $2.11M 0.02% +767 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,389 shares; 2025Q2: 43,309 shares 43,309 $2.11M 0.02% +20,920 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,307 shares; 2024Q4: 175,616 shares; 2025Q1: 186,215 shares; 2025Q2: 197,848 shares 197,848 $2.1M 0.02% +11,633 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,604 shares; 2024Q4: 110,232 shares; 2025Q1: 82,368 shares; 2025Q2: 40,271 shares 40,271 $2.1M 0.02% -42,097 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,279 shares; 2025Q2: 78,434 shares 78,434 $2.09M 0.02% +57,155 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,026 shares; 2024Q4: 28,056 shares; 2025Q1: 31,596 shares; 2025Q2: 36,331 shares 36,331 $2.09M 0.02% +4,735 Timeline JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,769 shares; 2024Q4: 35,326 shares; 2025Q1: 52,153 shares; 2025Q2: 53,506 shares 53,506 $2.08M 0.02% +1,353 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,303 shares 69,303 $2.08M 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,419 shares; 2025Q1: 2,891 shares; 2025Q2: 4,164 shares 4,164 $2.08M 0.02% +1,273 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,659 shares; 2024Q4: 23,163 shares; 2025Q1: 15,972 shares; 2025Q2: 15,477 shares 15,477 $2.08M 0.02% -495 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,779 shares; 2024Q4: 19,120 shares; 2025Q1: 19,001 shares; 2025Q2: 18,114 shares 18,114 $2.07M 0.02% -887 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,224 shares; 2025Q1: 3,218 shares; 2025Q2: 4,415 shares 4,415 $2.07M 0.02% +1,197 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,965 shares; 2025Q1: 13,232 shares; 2025Q2: 15,691 shares 15,691 $2.07M 0.02% +2,459 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares 5,037 $2.06M 0.02% new Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,240 shares; 2024Q4: 62,233 shares; 2025Q1: 57,766 shares; 2025Q2: 51,246 shares 51,246 $2.05M 0.02% -6,520 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,980 shares; 2024Q4: 24,993 shares; 2025Q1: 24,705 shares; 2025Q2: 62,086 shares 62,086 $2.04M 0.02% +37,381 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,693 shares; 2024Q4: 41,771 shares; 2025Q1: 47,986 shares; 2025Q2: 50,030 shares 50,030 $2.04M 0.02% +2,044 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,469 shares; 2024Q4: 20,715 shares; 2025Q1: 21,668 shares; 2025Q2: 22,015 shares 22,015 $2.03M 0.02% +347 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,200 shares 68,200 $2.03M 0.02% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,817 shares; 2025Q2: 13,460 shares 13,460 $2.03M 0.02% +5,643 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 16,733 shares; 2025Q1: 16,860 shares; 2025Q2: 15,988 shares 15,988 $2.02M 0.02% -872 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,047 shares; 2024Q4: 32,924 shares; 2025Q1: 26,546 shares; 2025Q2: 27,511 shares 27,511 $2.02M 0.02% +965 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,577 shares; 2024Q4: 100,107 shares; 2025Q1: 153,040 shares; 2025Q2: 89,732 shares 89,732 $2.01M 0.02% -63,308 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 292 shares; 2025Q1: 327 shares; 2025Q2: 345 shares 345 $2M 0.02% +18 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,199 shares; 2024Q4: 18,892 shares; 2025Q1: 15,909 shares; 2025Q2: 17,436 shares 17,436 $1.99M 0.02% +1,527 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,743 shares; 2024Q4: 28,926 shares; 2025Q1: 25,814 shares; 2025Q2: 21,863 shares 21,863 $1.99M 0.02% -3,951 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 10,437 shares; 2025Q1: 10,216 shares; 2025Q2: 10,487 shares 10,487 $1.98M 0.02% +271 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,897 shares; 2024Q4: 46,297 shares; 2025Q1: 46,167 shares; 2025Q2: 46,167 shares 46,167 $1.98M 0.02% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,878 shares; 2024Q4: 341,604 shares; 2025Q1: 43,683 shares; 2025Q2: 43,185 shares 43,185 $1.97M 0.02% -498 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,570 shares; 2024Q4: 89,509 shares; 2025Q1: 92,863 shares; 2025Q2: 96,505 shares 96,505 $1.97M 0.02% +3,642 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 16,726 shares; 2025Q1: 17,014 shares; 2025Q2: 18,252 shares 18,252 $1.96M 0.02% +1,238 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,030 shares; 2025Q1: 22,050 shares; 2025Q2: 37,984 shares 37,984 $1.95M 0.02% +15,934 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,203 shares; 2024Q4: 96,396 shares; 2025Q1: 104,274 shares; 2025Q2: 94,043 shares 94,043 $1.95M 0.02% -10,231 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 7,032 shares; 2025Q1: 9,825 shares; 2025Q2: 18,451 shares 18,451 $1.95M 0.02% +8,626 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,498 shares; 2024Q4: 42,295 shares; 2025Q1: 41,773 shares; 2025Q2: 46,012 shares 46,012 $1.95M 0.02% +4,239 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 5,313 shares; 2025Q1: 6,047 shares; 2025Q2: 6,712 shares 6,712 $1.94M 0.02% +665 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,785 shares 51,785 $1.93M 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 8,823 shares; 2025Q1: 15,188 shares; 2025Q2: 19,075 shares 19,075 $1.93M 0.02% +3,887 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,175 shares; 2025Q1: 5,878 shares; 2025Q2: 7,213 shares 7,213 $1.92M 0.02% +1,335 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,129 shares; 2024Q4: 53,268 shares; 2025Q1: 63,291 shares; 2025Q2: 73,367 shares 73,367 $1.92M 0.02% +10,076 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,787 shares; 2025Q1: 3,309 shares; 2025Q2: 3,607 shares 3,607 $1.9M 0.02% +298 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 5,885 shares; 2025Q1: 6,337 shares; 2025Q2: 9,590 shares 9,590 $1.89M 0.02% +3,253 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 54,755 shares; 2025Q1: 53,776 shares; 2025Q2: 40,727 shares 40,727 $1.89M 0.02% -13,049 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,154 shares; 2024Q4: 23,369 shares; 2025Q1: 23,399 shares; 2025Q2: 22,699 shares 22,699 $1.88M 0.02% -700 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 7,973 shares; 2025Q1: 7,428 shares; 2025Q2: 8,270 shares 8,270 $1.88M 0.02% +842 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 8,245 shares; 2025Q1: 8,418 shares; 2025Q2: 9,673 shares 9,673 $1.86M 0.02% +1,255 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 7,600 shares 7,600 $1.86M 0.02% +4,100 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 450 shares; 2025Q1: 1,491 shares; 2025Q2: 2,419 shares 2,419 $1.86M 0.02% +928 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,118 shares; 2025Q2: 61,603 shares 61,603 $1.85M 0.02% +17,485 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 13,066 shares; 2025Q1: 14,981 shares; 2025Q2: 15,506 shares 15,506 $1.85M 0.02% +525 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,500 shares; 2024Q4: 73,475 shares; 2025Q1: 73,960 shares; 2025Q2: 82,706 shares 82,706 $1.85M 0.02% +8,746 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,277 shares; 2024Q4: 60,442 shares; 2025Q1: 63,149 shares; 2025Q2: 67,147 shares 67,147 $1.85M 0.02% +3,998 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,501 shares; 2024Q4: 54,176 shares; 2025Q1: 50,300 shares; 2025Q2: 64,470 shares 64,470 $1.85M 0.02% +14,170 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 14,925 shares; 2025Q1: 18,841 shares; 2025Q2: 22,910 shares 22,910 $1.84M 0.02% +4,069 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,417 shares; 2024Q4: 17,564 shares; 2025Q1: 24,980 shares; 2025Q2: 28,272 shares 28,272 $1.84M 0.02% +3,292 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 11,527 shares; 2025Q1: 21,866 shares; 2025Q2: 34,216 shares 34,216 $1.83M 0.02% +12,350 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,703 shares; 2024Q4: 44,373 shares; 2025Q1: 46,025 shares; 2025Q2: 51,865 shares 51,865 $1.83M 0.02% +5,840 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,096 shares; 2024Q4: 15,441 shares; 2025Q1: 17,223 shares; 2025Q2: 17,576 shares 17,576 $1.82M 0.02% +353 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,712 shares; 2024Q4: 21,535 shares; 2025Q1: 21,848 shares; 2025Q2: 25,231 shares 25,231 $1.81M 0.01% +3,383 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 11,407 shares; 2025Q1: 88,637 shares; 2025Q2: 104,963 shares 104,963 $1.8M 0.01% +16,326 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,552 shares; 2025Q1: 16,552 shares; 2025Q2: 16,552 shares 16,552 $1.79M 0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,515 shares; 2024Q4: 94,893 shares; 2025Q1: 102,438 shares; 2025Q2: 107,039 shares 107,039 $1.77M 0.01% +4,601 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,128 shares; 2024Q4: 74,082 shares; 2025Q1: 90,594 shares; 2025Q2: 93,084 shares 93,084 $1.75M 0.01% +2,490 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,713 shares; 2024Q4: 35,278 shares; 2025Q1: 46,116 shares; 2025Q2: 43,471 shares 43,471 $1.74M 0.01% -2,645 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,271 shares; 2025Q1: 4,826 shares; 2025Q2: 4,300 shares 4,300 $1.74M 0.01% -526 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 9,163 shares; 2025Q1: 11,017 shares; 2025Q2: 14,640 shares 14,640 $1.74M 0.01% +3,623 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,397 shares; 2025Q1: 1,563 shares; 2025Q2: 2,362 shares 2,362 $1.73M 0.01% +799 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,509 shares; 2024Q4: 18,361 shares; 2025Q1: 18,754 shares; 2025Q2: 20,905 shares 20,905 $1.72M 0.01% +2,151 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,986 shares; 2024Q4: 20,351 shares; 2025Q1: 18,093 shares; 2025Q2: 22,183 shares 22,183 $1.72M 0.01% +4,090 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: 5,969 shares; 2025Q2: 17,621 shares 17,621 $1.72M 0.01% +11,652 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,307 shares; 2024Q4: 31,758 shares; 2025Q1: 33,211 shares; 2025Q2: 39,375 shares 39,375 $1.71M 0.01% +6,164 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,289 shares; 2024Q4: 163,680 shares; 2025Q1: 158,309 shares; 2025Q2: 157,801 shares 157,801 $1.71M 0.01% -508 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,193 shares; 2024Q4: 50,187 shares; 2025Q1: 23,699 shares; 2025Q2: 28,607 shares 28,607 $1.71M 0.01% +4,908 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,836 shares; 2024Q4: 48,070 shares; 2025Q1: 49,160 shares; 2025Q2: 49,464 shares 49,464 $1.71M 0.01% +304 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 8,581 shares; 2025Q1: not reported; 2025Q2: 49,818 shares 49,818 $1.7M 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares 4,840 $1.69M 0.01% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,169 shares; 2025Q1: 23,343 shares; 2025Q2: 50,201 shares 50,201 $1.69M 0.01% +26,858 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,848 shares 34,848 $1.68M 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,414 shares; 2025Q1: 1,926 shares; 2025Q2: 2,398 shares 2,398 $1.67M 0.01% +472 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,719 shares; 2024Q4: 55,728 shares; 2025Q1: 49,015 shares; 2025Q2: 39,341 shares 39,341 $1.67M 0.01% -9,674 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,754 shares; 2025Q1: 1,809 shares; 2025Q2: 2,119 shares 2,119 $1.67M 0.01% +310 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,641 shares 63,641 $1.67M 0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 9,441 shares; 2025Q1: 10,680 shares; 2025Q2: 11,716 shares 11,716 $1.67M 0.01% +1,036 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,037 shares; 2025Q1: 8,154 shares; 2025Q2: 7,994 shares 7,994 $1.67M 0.01% -160 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 16,369 shares; 2025Q1: 21,288 shares; 2025Q2: 28,716 shares 28,716 $1.66M 0.01% +7,428 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,386 shares; 2024Q4: 31,602 shares; 2025Q1: 51,806 shares; 2025Q2: 46,744 shares 46,744 $1.66M 0.01% -5,062 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,839 shares; 2024Q4: 27,565 shares; 2025Q1: 38,715 shares; 2025Q2: 53,437 shares 53,437 $1.66M 0.01% +14,722 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,087 shares; 2024Q4: 49,632 shares; 2025Q1: 58,624 shares; 2025Q2: 63,327 shares 63,327 $1.66M 0.01% +4,703 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,377 shares; 2025Q1: 1,926 shares; 2025Q2: 8,442 shares 8,442 $1.65M 0.01% +6,516 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,723 shares; 2024Q4: 29,325 shares; 2025Q1: 27,524 shares; 2025Q2: 37,188 shares 37,188 $1.64M 0.01% +9,664 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,299 shares; 2025Q1: 3,666 shares; 2025Q2: 4,940 shares 4,940 $1.63M 0.01% +1,274 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 21,758 shares; 2025Q1: 22,530 shares; 2025Q2: 22,022 shares 22,022 $1.63M 0.01% -508 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,210 shares; 2024Q4: 54,512 shares; 2025Q1: 65,712 shares; 2025Q2: 61,713 shares 61,713 $1.62M 0.01% -3,999 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 20,098 shares; 2025Q1: 28,594 shares; 2025Q2: 35,244 shares 35,244 $1.62M 0.01% +6,650 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,266 shares 38,266 $1.61M 0.01% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 12,126 shares; 2025Q1: 18,200 shares; 2025Q2: 18,831 shares 18,831 $1.61M 0.01% +631 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 14,236 shares; 2025Q1: 36,505 shares; 2025Q2: 31,996 shares 31,996 $1.61M 0.01% -4,509 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 11,017 shares; 2025Q1: 12,050 shares; 2025Q2: 13,428 shares 13,428 $1.6M 0.01% +1,378 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,219 shares; 2024Q4: 124,217 shares; 2025Q1: 25,018 shares; 2025Q2: 31,455 shares 31,455 $1.6M 0.01% +6,437 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,149 shares 11,149 $1.6M 0.01% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,801 shares; 2024Q4: 24,853 shares; 2025Q1: 24,640 shares; 2025Q2: 23,365 shares 23,365 $1.59M 0.01% -1,275 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,822 shares; 2024Q4: 62,688 shares; 2025Q1: 66,821 shares; 2025Q2: 72,132 shares 72,132 $1.59M 0.01% +5,311 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 14,138 shares; 2025Q1: 15,611 shares; 2025Q2: 16,326 shares 16,326 $1.59M 0.01% +715 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,735 shares; 2024Q4: 24,883 shares; 2025Q1: 25,583 shares; 2025Q2: 26,024 shares 26,024 $1.59M 0.01% +441 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,784 shares; 2024Q4: 27,505 shares; 2025Q1: 21,019 shares; 2025Q2: 22,265 shares 22,265 $1.58M 0.01% +1,246 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,079 shares; 2024Q4: 25,097 shares; 2025Q1: 21,755 shares; 2025Q2: 33,056 shares 33,056 $1.58M 0.01% +11,301 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 6,048 shares; 2025Q1: 8,632 shares; 2025Q2: 14,616 shares 14,616 $1.58M 0.01% +5,984 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,792 shares; 2025Q2: 45,623 shares 45,623 $1.57M 0.01% +7,831 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,946 shares 33,946 $1.56M 0.01% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,852 shares; 2024Q4: 20,335 shares; 2025Q1: 20,474 shares; 2025Q2: 22,670 shares 22,670 $1.55M 0.01% +2,196 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,403 shares; 2025Q1: 20,160 shares; 2025Q2: 30,491 shares 30,491 $1.55M 0.01% +10,331 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,709 shares; 2025Q1: 14,841 shares; 2025Q2: 25,717 shares 25,717 $1.55M 0.01% +10,876 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 8,195 shares; 2025Q1: 16,015 shares; 2025Q2: 29,326 shares 29,326 $1.55M 0.01% +13,311 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 21,514 shares; 2025Q1: 23,174 shares; 2025Q2: 29,423 shares 29,423 $1.55M 0.01% +6,249 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,336 shares; 2024Q4: 11,722 shares; 2025Q1: 43,906 shares; 2025Q2: 51,316 shares 51,316 $1.54M 0.01% +7,410 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,224 shares; 2024Q4: 70,267 shares; 2025Q1: 74,110 shares; 2025Q2: 63,906 shares 63,906 $1.54M 0.01% -10,204 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,502 shares; 2025Q1: 25,091 shares; 2025Q2: 44,678 shares 44,678 $1.54M 0.01% +19,587 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,479 shares; 2024Q4: 124,827 shares; 2025Q1: 134,782 shares; 2025Q2: 135,444 shares 135,444 $1.54M 0.01% +662 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,073 shares; 2024Q4: 21,079 shares; 2025Q1: 19,251 shares; 2025Q2: 21,744 shares 21,744 $1.53M 0.01% +2,493 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 19,582 shares; 2025Q1: 27,594 shares; 2025Q2: 31,112 shares 31,112 $1.52M 0.01% +3,518 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,565 shares; 2024Q4: 21,746 shares; 2025Q1: 19,702 shares; 2025Q2: 16,268 shares 16,268 $1.52M 0.01% -3,434 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 19,053 shares; 2025Q1: 19,858 shares; 2025Q2: 21,572 shares 21,572 $1.51M 0.01% +1,714 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,382 shares; 2024Q4: 17,167 shares; 2025Q1: 20,338 shares; 2025Q2: 28,825 shares 28,825 $1.5M 0.01% +8,487 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,302 shares; 2024Q4: 33,381 shares; 2025Q1: 33,785 shares; 2025Q2: 35,723 shares 35,723 $1.5M 0.01% +1,938 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 21,428 shares; 2025Q1: 17,828 shares; 2025Q2: 15,645 shares 15,645 $1.48M 0.01% -2,183 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,568 shares; 2024Q4: 62,445 shares; 2025Q1: 20,561 shares; 2025Q2: 21,486 shares 21,486 $1.48M 0.01% +925 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,404 shares; 2024Q4: 39,226 shares; 2025Q1: 38,734 shares; 2025Q2: 36,353 shares 36,353 $1.48M 0.01% -2,381 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,693 shares; 2024Q4: 36,082 shares; 2025Q1: 23,694 shares; 2025Q2: 21,031 shares 21,031 $1.48M 0.01% -2,663 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,539 shares; 2024Q4: 62,815 shares; 2025Q1: 67,703 shares; 2025Q2: 56,379 shares 56,379 $1.48M 0.01% -11,324 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,720 shares; 2024Q4: 20,810 shares; 2025Q1: 20,885 shares; 2025Q2: 18,587 shares 18,587 $1.46M 0.01% -2,298 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 8,500 shares; 2025Q1: 9,760 shares; 2025Q2: 13,975 shares 13,975 $1.46M 0.01% +4,215 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 8,465 shares; 2025Q1: 8,299 shares; 2025Q2: 8,797 shares 8,797 $1.46M 0.01% +498 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,751 shares; 2025Q2: 24,163 shares 24,163 $1.46M 0.01% +13,412 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 10,518 shares; 2025Q1: 9,768 shares; 2025Q2: 42,656 shares 42,656 $1.46M 0.01% +32,888 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,380 shares; 2024Q4: 57,853 shares; 2025Q1: 62,156 shares; 2025Q2: 58,806 shares 58,806 $1.46M 0.01% -3,350 Timeline EWK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,297 shares; 2024Q4: 75,297 shares; 2025Q1: 78,097 shares; 2025Q2: 65,797 shares 65,797 $1.45M 0.01% -12,300 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,704 shares; 2024Q4: 18,468 shares; 2025Q1: 24,646 shares; 2025Q2: 34,905 shares 34,905 $1.45M 0.01% +10,259 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,077 shares; 2024Q4: 32,254 shares; 2025Q1: 26,201 shares; 2025Q2: 27,481 shares 27,481 $1.45M 0.01% +1,280 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 18,732 shares; 2025Q1: 20,796 shares; 2025Q2: 23,456 shares 23,456 $1.44M 0.01% +2,660 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,599 shares; 2024Q4: 21,920 shares; 2025Q1: 33,829 shares; 2025Q2: 34,488 shares 34,488 $1.44M 0.01% +659 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,895 shares; 2025Q2: 74,525 shares 74,525 $1.43M 0.01% +35,630 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 15,010 shares; 2025Q1: 34,437 shares; 2025Q2: 58,791 shares 58,791 $1.43M 0.01% +24,354 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,652 shares; 2024Q4: 24,531 shares; 2025Q1: 34,568 shares; 2025Q2: 27,978 shares 27,978 $1.42M 0.01% -6,590 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,759 shares 9,759 $1.42M 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 6,747 shares; 2025Q1: 7,172 shares; 2025Q2: 45,887 shares 45,887 $1.41M 0.01% +38,715 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 15,858 shares; 2025Q1: 14,638 shares; 2025Q2: 19,113 shares 19,113 $1.41M 0.01% +4,475 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 13,570 shares; 2025Q1: 13,708 shares; 2025Q2: 14,052 shares 14,052 $1.41M 0.01% +344 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,428 shares; 2024Q4: 46,389 shares; 2025Q1: 35,958 shares; 2025Q2: 31,009 shares 31,009 $1.4M 0.01% -4,949 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 27,023 shares; 2025Q1: 44,527 shares; 2025Q2: 56,320 shares 56,320 $1.39M 0.01% +11,793 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,554 shares; 2024Q4: 43,763 shares; 2025Q1: 53,931 shares; 2025Q2: 57,372 shares 57,372 $1.39M 0.01% +3,441 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 11,450 shares; 2025Q1: 9,041 shares; 2025Q2: 10,291 shares 10,291 $1.38M 0.01% +1,250 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,606 shares; 2025Q1: 1,632 shares; 2025Q2: 1,663 shares 1,663 $1.38M 0.01% +31 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,103 shares; 2024Q4: 459,382 shares; 2025Q1: 479,574 shares; 2025Q2: 507,027 shares 507,027 $1.37M 0.01% +27,453 Timeline CRTO CRITEO S A More: the full row for CRITEO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 8,285 shares; 2025Q1: 11,277 shares; 2025Q2: 57,115 shares 57,115 $1.37M 0.01% +45,838 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 21,264 shares; 2025Q1: 18,664 shares; 2025Q2: 20,042 shares 20,042 $1.36M 0.01% +1,378 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,684 shares; 2024Q4: 65,079 shares; 2025Q1: 61,113 shares; 2025Q2: 59,948 shares 59,948 $1.36M 0.01% -1,165 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 13,108 shares; 2025Q1: 4,611 shares; 2025Q2: 6,984 shares 6,984 $1.35M 0.01% +2,373 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,472 shares; 2025Q1: 5,556 shares; 2025Q2: 6,122 shares 6,122 $1.35M 0.01% +566 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,971 shares; 2025Q2: 20,821 shares 20,821 $1.35M 0.01% -8,150 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,874 shares; 2024Q4: 21,678 shares; 2025Q1: 20,952 shares; 2025Q2: 24,093 shares 24,093 $1.35M 0.01% +3,141 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 40,657 shares; 2025Q1: 51,956 shares; 2025Q2: 48,802 shares 48,802 $1.35M 0.01% -3,154 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 291 shares; 2025Q1: 316 shares; 2025Q2: 362 shares 362 $1.34M 0.01% +46 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,058 shares; 2024Q4: 33,439 shares; 2025Q1: 32,019 shares; 2025Q2: 34,082 shares 34,082 $1.33M 0.01% +2,063 Timeline EEMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,471 shares; 2024Q4: 65,192 shares; 2025Q1: 74,988 shares; 2025Q2: 78,467 shares 78,467 $1.32M 0.01% +3,479 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,676 shares; 2024Q4: 28,261 shares; 2025Q1: 29,490 shares; 2025Q2: 32,051 shares 32,051 $1.32M 0.01% +2,561 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,871 shares; 2024Q4: 12,019 shares; 2025Q1: 12,894 shares; 2025Q2: 13,345 shares 13,345 $1.32M 0.01% +451 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,310 shares; 2024Q4: 47,686 shares; 2025Q1: 46,861 shares; 2025Q2: 53,422 shares 53,422 $1.31M 0.01% +6,561 SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,796 shares 26,796 $1.31M 0.01% new Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 6,819 shares; 2025Q1: 8,655 shares; 2025Q2: 6,798 shares 6,798 $1.31M 0.01% -1,857 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,017 shares; 2024Q4: 39,527 shares; 2025Q1: 27,705 shares; 2025Q2: 30,950 shares 30,950 $1.3M 0.01% +3,245 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,386 shares; 2025Q1: 33,745 shares; 2025Q2: 37,062 shares 37,062 $1.3M 0.01% +3,317 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,804 shares; 2024Q4: 28,299 shares; 2025Q1: 26,925 shares; 2025Q2: 27,106 shares 27,106 $1.3M 0.01% +181 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,107 shares; 2025Q1: 14,192 shares; 2025Q2: 25,536 shares 25,536 $1.29M 0.01% +11,344 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,033 shares; 2024Q4: 51,824 shares; 2025Q1: 58,374 shares; 2025Q2: 69,044 shares 69,044 $1.29M 0.01% +10,670 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 6,633 shares; 2025Q1: 8,367 shares; 2025Q2: 10,939 shares 10,939 $1.28M 0.01% +2,572 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,666 shares; 2024Q4: 17,400 shares; 2025Q1: 19,038 shares; 2025Q2: 20,334 shares 20,334 $1.28M 0.01% +1,296 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,331 shares; 2024Q4: 73,354 shares; 2025Q1: 90,512 shares; 2025Q2: 146,851 shares 146,851 $1.28M 0.01% +56,339 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,897 shares; 2024Q4: 13,105 shares; 2025Q1: 12,712 shares; 2025Q2: 13,567 shares 13,567 $1.27M 0.01% +855 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares 696 $1.27M 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,492 shares; 2025Q1: 6,370 shares; 2025Q2: 7,191 shares 7,191 $1.27M 0.01% +821 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,208 shares; 2025Q1: 4,573 shares; 2025Q2: 4,515 shares 4,515 $1.26M 0.01% -58 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,921 shares; 2024Q4: 19,921 shares; 2025Q1: 33,310 shares; 2025Q2: 33,480 shares 33,480 $1.26M 0.01% +170 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,158 shares; 2024Q4: 15,664 shares; 2025Q1: 14,015 shares; 2025Q2: 14,241 shares 14,241 $1.25M 0.01% +226 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,124 shares; 2024Q4: 17,586 shares; 2025Q1: 19,376 shares; 2025Q2: 19,246 shares 19,246 $1.25M 0.01% -130 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 46,874 shares 46,874 $1.25M 0.01% +12,052 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,233 shares; 2025Q1: 3,197 shares; 2025Q2: 3,495 shares 3,495 $1.25M 0.01% +298 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,543 shares; 2024Q4: 37,574 shares; 2025Q1: 47,944 shares; 2025Q2: 38,237 shares 38,237 $1.25M 0.01% -9,707 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 10,940 shares; 2025Q1: 11,649 shares; 2025Q2: 15,787 shares 15,787 $1.25M 0.01% +4,138 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,330 shares; 2025Q1: 2,617 shares; 2025Q2: 4,555 shares 4,555 $1.24M 0.01% +1,938 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 11,137 shares; 2025Q1: 12,070 shares; 2025Q2: 13,678 shares 13,678 $1.24M 0.01% +1,608 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 4,848 shares; 2025Q1: 4,078 shares; 2025Q2: 4,488 shares 4,488 $1.24M 0.01% +410 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,373 shares; 2025Q1: 1,793 shares; 2025Q2: 2,140 shares 2,140 $1.23M 0.01% +347 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,631 shares; 2025Q1: 8,661 shares; 2025Q2: 14,567 shares 14,567 $1.21M 0.01% +5,906 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,169 shares; 2024Q4: 40,547 shares; 2025Q1: 53,882 shares; 2025Q2: 63,507 shares 63,507 $1.21M 0.01% +9,625 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,714 shares; 2024Q4: 29,439 shares; 2025Q1: 18,579 shares; 2025Q2: 16,261 shares 16,261 $1.21M 0.01% -2,318 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,901 shares; 2025Q2: 7,982 shares 7,982 $1.2M 0.01% +6,081 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 5,160 shares; 2025Q1: 4,302 shares; 2025Q2: 5,060 shares 5,060 $1.2M 0.01% +758 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,886 shares; 2024Q4: 37,073 shares; 2025Q1: 40,488 shares; 2025Q2: 37,965 shares 37,965 $1.2M 0.01% -2,523 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,248 shares; 2024Q4: 65,113 shares; 2025Q1: 64,459 shares; 2025Q2: 85,878 shares 85,878 $1.19M 0.01% +21,419 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 8,959 shares; 2025Q1: 11,773 shares; 2025Q2: 15,763 shares 15,763 $1.19M 0.01% +3,990 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 15,300 shares; 2025Q1: 16,900 shares; 2025Q2: 17,700 shares 17,700 $1.19M 0.01% +800 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,192 shares; 2025Q1: 4,527 shares; 2025Q2: 11,572 shares 11,572 $1.18M 0.01% +7,045 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,637 shares; 2024Q4: 60,637 shares; 2025Q1: 47,837 shares; 2025Q2: 40,237 shares 40,237 $1.18M 0.01% -7,600 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,524 shares; 2024Q4: 15,166 shares; 2025Q1: 15,021 shares; 2025Q2: 15,858 shares 15,858 $1.18M 0.01% +837 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,716 shares; 2024Q4: 25,144 shares; 2025Q1: 26,964 shares; 2025Q2: 23,124 shares 23,124 $1.17M 0.01% -3,840 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,310 shares; 2024Q4: 53,573 shares; 2025Q1: 57,860 shares; 2025Q2: 50,853 shares 50,853 $1.17M 0.01% -7,007 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,528 shares; 2024Q4: 18,528 shares; 2025Q1: 18,528 shares; 2025Q2: 17,428 shares 17,428 $1.17M 0.01% -1,100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,273 shares; 2024Q4: 41,409 shares; 2025Q1: 46,069 shares; 2025Q2: 49,476 shares 49,476 $1.16M 0.01% +3,407 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,420 shares; 2024Q4: 31,375 shares; 2025Q1: 42,576 shares; 2025Q2: 58,157 shares 58,157 $1.16M 0.01% +15,581 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,604 shares; 2024Q4: 15,851 shares; 2025Q1: 19,095 shares; 2025Q2: 23,943 shares 23,943 $1.16M 0.01% +4,848 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,716 shares; 2024Q4: 89,364 shares; 2025Q1: 49,841 shares; 2025Q2: 45,702 shares 45,702 $1.15M 0.01% -4,139 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,468 shares; 2025Q1: 3,626 shares; 2025Q2: 4,286 shares 4,286 $1.15M 0.01% +660 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 8,564 shares; 2025Q1: 6,495 shares; 2025Q2: 12,826 shares 12,826 $1.14M 0.01% +6,331 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,297 shares; 2024Q4: 34,788 shares; 2025Q1: 37,929 shares; 2025Q2: 46,236 shares 46,236 $1.14M 0.01% +8,307 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 4,738 shares; 2025Q1: 4,993 shares; 2025Q2: 9,301 shares 9,301 $1.14M 0.01% +4,308 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,159 shares; 2024Q4: 19,112 shares; 2025Q1: 23,518 shares; 2025Q2: 10,790 shares 10,790 $1.14M 0.01% -12,728 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 15,147 shares; 2025Q1: 14,811 shares; 2025Q2: 15,159 shares 15,159 $1.13M 0.01% +348 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 6,214 shares; 2025Q1: 5,549 shares; 2025Q2: 5,580 shares 5,580 $1.12M 0.01% +31 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,192 shares 17,192 $1.11M 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 6,438 shares; 2025Q2: 12,232 shares 12,232 $1.1M 0.01% +5,794 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,853 shares; 2025Q1: 23,064 shares; 2025Q2: 33,001 shares 33,001 $1.1M 0.01% +9,937 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 7,836 shares 7,836 $1.09M 0.01% +5,639 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,788 shares; 2025Q1: 5,402 shares; 2025Q2: 8,481 shares 8,481 $1.09M 0.01% +3,079 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,198 shares; 2024Q4: 76,915 shares; 2025Q1: 85,311 shares; 2025Q2: 102,561 shares 102,561 $1.08M 0.01% +17,250 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,291 shares; 2025Q1: 5,650 shares; 2025Q2: 9,704 shares 9,704 $1.08M 0.01% +4,054 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,501 shares; 2025Q1: 46,575 shares; 2025Q2: 32,676 shares 32,676 $1.07M 0.01% -13,899 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,871 shares; 2024Q4: 12,873 shares; 2025Q1: 12,958 shares; 2025Q2: 13,710 shares 13,710 $1.07M 0.01% +752 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,919 shares; 2024Q4: 23,158 shares; 2025Q1: 22,468 shares; 2025Q2: 24,431 shares 24,431 $1.06M 0.01% +1,963 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,844 shares; 2024Q4: 34,431 shares; 2025Q1: 34,698 shares; 2025Q2: 33,079 shares 33,079 $1.06M 0.01% -1,619 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 7,872 shares; 2025Q1: 7,766 shares; 2025Q2: 8,134 shares 8,134 $1.05M 0.01% +368 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,515 shares; 2025Q1: 21,705 shares; 2025Q2: 21,256 shares 21,256 $1.05M 0.01% -449 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 13,760 shares; 2025Q1: 23,417 shares; 2025Q2: 24,862 shares 24,862 $1.04M 0.01% +1,445 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 11,329 shares; 2025Q1: 10,705 shares; 2025Q2: 11,609 shares 11,609 $1.04M 0.01% +904 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,087 shares; 2025Q1: 1,164 shares; 2025Q2: 2,376 shares 2,376 $1.04M 0.01% +1,212 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,869 shares; 2025Q1: 2,323 shares; 2025Q2: 3,236 shares 3,236 $1.04M 0.01% +913 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,173 shares; 2025Q2: 15,210 shares 15,210 $1.04M 0.01% +10,037 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 18,671 shares 18,671 $1.03M 0.01% +17,066 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 12,394 shares; 2025Q1: 13,455 shares; 2025Q2: 15,327 shares 15,327 $1.03M 0.01% +1,872 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 19,446 shares; 2025Q1: 16,872 shares; 2025Q2: 17,469 shares 17,469 $1.03M 0.01% +597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 9,091 shares; 2025Q1: 9,091 shares; 2025Q2: 8,918 shares 8,918 $1.02M 0.01% -173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 6,503 shares; 2025Q1: 6,282 shares; 2025Q2: 6,361 shares 6,361 $1.02M 0.01% +79 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,843 shares; 2024Q4: 22,046 shares; 2025Q1: 16,541 shares; 2025Q2: 18,341 shares 18,341 $1.02M 0.01% +1,800 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,131 shares; 2024Q4: 17,450 shares; 2025Q1: 19,404 shares; 2025Q2: 23,636 shares 23,636 $1.01M 0.01% +4,232 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,987 shares; 2024Q4: 12,856 shares; 2025Q1: 10,855 shares; 2025Q2: 10,573 shares 10,573 $1.01M 0.01% -282 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 25,905 shares; 2025Q1: 25,686 shares; 2025Q2: 26,090 shares 26,090 $1.01M 0.01% +404 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,617 shares; 2024Q4: 23,243 shares; 2025Q1: 10,211 shares; 2025Q2: 12,805 shares 12,805 $1.01M 0.01% +2,594 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 11,898 shares; 2025Q1: 7,904 shares; 2025Q2: 7,894 shares 7,894 $1M 0.01% -10 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,687 shares; 2024Q4: 65,533 shares; 2025Q1: 23,173 shares; 2025Q2: 11,849 shares 11,849 $996K 0.01% -11,324 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,737 shares; 2025Q1: 2,152 shares; 2025Q2: 2,237 shares 2,237 $996K 0.01% +85 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 6,777 shares; 2025Q1: 10,630 shares; 2025Q2: 18,529 shares 18,529 $987K 0.01% +7,899 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,683 shares; 2024Q4: 31,187 shares; 2025Q1: 34,783 shares; 2025Q2: 40,166 shares 40,166 $983K 0.01% +5,383 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 20,492 shares; 2025Q1: 15,710 shares; 2025Q2: 15,187 shares 15,187 $980K 0.01% -523 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 7,975 shares; 2025Q1: 9,878 shares; 2025Q2: 9,304 shares 9,304 $978K 0.01% -574 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,718 shares; 2025Q2: 30,198 shares 30,198 $978K 0.01% +10,480 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 22,447 shares; 2025Q1: 31,266 shares; 2025Q2: 28,381 shares 28,381 $974K 0.01% -2,885 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 8,799 shares; 2025Q1: 8,671 shares; 2025Q2: 9,205 shares 9,205 $971K 0.01% +534 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares 7,219 $970K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,805 shares; 2025Q1: 5,684 shares; 2025Q2: 7,560 shares 7,560 $968K 0.01% +1,876 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,732 shares; 2025Q1: 6,871 shares; 2025Q2: 16,124 shares 16,124 $967K 0.01% +9,253 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,307 shares 4,307 $966K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,517 shares; 2025Q1: 4,707 shares; 2025Q2: 8,040 shares 8,040 $965K 0.01% +3,333 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares 6,096 $959K 0.01% 0 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,278 shares 15,278 $957K 0.01% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,467 shares; 2025Q1: 9,842 shares; 2025Q2: 13,255 shares 13,255 $954K 0.01% +3,413 LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 7,015 shares; 2025Q1: 8,968 shares; 2025Q2: 11,354 shares 11,354 $943K 0.01% +2,386 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 6,741 shares; 2025Q1: 7,499 shares; 2025Q2: 9,331 shares 9,331 $941K 0.01% +1,832 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,713 shares; 2024Q4: 17,799 shares; 2025Q1: 17,096 shares; 2025Q2: 18,058 shares 18,058 $935K 0.01% +962 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,990 shares; 2025Q1: 1,771 shares; 2025Q2: 2,793 shares 2,793 $928K 0.01% +1,022 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: 11,061 shares 11,061 $926K 0.01% new Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,197 shares; 2024Q4: 13,683 shares; 2025Q1: 18,540 shares; 2025Q2: 22,685 shares 22,685 $922K 0.01% +4,145 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,294 shares; 2024Q4: 11,793 shares; 2025Q1: 11,997 shares; 2025Q2: 12,260 shares 12,260 $921K 0.01% +263 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,825 shares; 2025Q2: 14,333 shares 14,333 $917K 0.01% -3,492 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,818 shares; 2024Q4: 34,831 shares; 2025Q1: 39,068 shares; 2025Q2: 44,336 shares 44,336 $914K 0.01% +5,268 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,081 shares; 2024Q4: 56,799 shares; 2025Q1: 100,465 shares; 2025Q2: 24,019 shares 24,019 $912K 0.01% -76,446 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 15,894 shares; 2025Q1: 18,647 shares; 2025Q2: 19,230 shares 19,230 $911K 0.01% +583 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 5,367 shares 5,367 $908K 0.01% +3,486 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 5,147 shares; 2025Q1: 6,410 shares; 2025Q2: 6,221 shares 6,221 $905K 0.01% -189 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 7,467 shares; 2025Q1: 7,803 shares; 2025Q2: 7,957 shares 7,957 $899K 0.01% +154 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,508 shares 5,508 $898K 0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,859 shares; 2025Q1: 31,494 shares; 2025Q2: 41,968 shares 41,968 $898K 0.01% +10,474 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,536 shares; 2024Q4: 23,456 shares; 2025Q1: 20,051 shares; 2025Q2: 18,214 shares 18,214 $896K 0.01% -1,837 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,391 shares 35,391 $895K 0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,904 shares; 2025Q1: 9,369 shares; 2025Q2: 11,893 shares 11,893 $888K 0.01% +2,524 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,532 shares; 2025Q1: 1,543 shares; 2025Q2: 1,555 shares 1,555 $881K 0.01% +12 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 29,612 shares; 2025Q1: 29,645 shares; 2025Q2: 27,644 shares 27,644 $879K 0.01% -2,001 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: 6,540 shares; 2025Q2: 9,559 shares 9,559 $878K 0.01% +3,019 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,188 shares; 2024Q4: 40,386 shares; 2025Q1: 40,694 shares; 2025Q2: 37,579 shares 37,579 $877K 0.01% -3,115 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,787 shares; 2025Q2: 10,974 shares 10,974 $876K 0.01% +3,187 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,855 shares 41,855 $871K 0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,599 shares; 2025Q2: 26,660 shares 26,660 $871K 0.01% +5,061 Timeline ANEW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,337 shares; 2025Q2: 17,321 shares 17,321 $869K 0.01% +10,984 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,454 shares; 2025Q1: 8,271 shares; 2025Q2: 8,134 shares 8,134 $868K 0.01% -137 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 22,044 shares; 2025Q1: 20,462 shares; 2025Q2: 21,048 shares 21,048 $858K 0.01% +586 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,600 shares; 2024Q4: 44,005 shares; 2025Q1: 42,005 shares; 2025Q2: 30,705 shares 30,705 $856K 0.01% -11,300 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,669 shares; 2025Q2: 16,375 shares 16,375 $855K 0.01% +3,706 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,263 shares; 2024Q4: 23,961 shares; 2025Q1: 27,039 shares; 2025Q2: 18,912 shares 18,912 $852K 0.01% -8,127 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 17,219 shares; 2025Q1: 18,634 shares; 2025Q2: 18,635 shares 18,635 $850K 0.01% +1 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,199 shares; 2024Q4: 20,323 shares; 2025Q1: 16,329 shares; 2025Q2: 13,990 shares 13,990 $847K 0.01% -2,339 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,913 shares; 2024Q4: 13,926 shares; 2025Q1: 15,148 shares; 2025Q2: 17,971 shares 17,971 $842K 0.01% +2,823 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 16,367 shares; 2025Q1: 16,743 shares; 2025Q2: 16,759 shares 16,759 $841K 0.01% +16 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,845 shares; 2024Q4: 5,349 shares; 2025Q1: 7,682 shares; 2025Q2: 7,859 shares 7,859 $829K 0.01% +177 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 12,969 shares; 2025Q1: 13,652 shares; 2025Q2: 16,458 shares 16,458 $826K 0.01% +2,806 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 4,087 shares; 2025Q1: 5,582 shares; 2025Q2: 5,813 shares 5,813 $825K 0.01% +231 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 5,950 shares; 2025Q1: 17,152 shares; 2025Q2: 15,981 shares 15,981 $823K 0.01% -1,171 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 15,400 shares; 2025Q1: 15,276 shares; 2025Q2: 15,278 shares 15,278 $822K 0.01% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 9,538 shares; 2025Q1: 10,476 shares; 2025Q2: 9,840 shares 9,840 $818K 0.01% -636 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,561 shares; 2024Q4: 32,283 shares; 2025Q1: 24,240 shares; 2025Q2: 24,981 shares 24,981 $816K 0.01% +741 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 7,908 shares; 2025Q1: 11,104 shares; 2025Q2: 19,973 shares 19,973 $815K 0.01% +8,869 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,201 shares; 2025Q1: 3,014 shares; 2025Q2: 3,729 shares 3,729 $815K 0.01% +715 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,768 shares; 2024Q4: 17,845 shares; 2025Q1: 18,414 shares; 2025Q2: 18,709 shares 18,709 $812K 0.01% +295 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 12,878 shares; 2025Q1: 13,920 shares; 2025Q2: 16,820 shares 16,820 $811K 0.01% +2,900 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares 1,508 $807K 0.01% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,306 shares; 2025Q2: 8,508 shares 8,508 $800K 0.01% +202 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,896 shares; 2025Q2: 16,307 shares 16,307 $799K 0.01% +10,411 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 3,714 shares; 2025Q1: 5,547 shares; 2025Q2: 7,007 shares 7,007 $797K 0.01% +1,460 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,968 shares; 2024Q4: 17,782 shares; 2025Q1: 15,967 shares; 2025Q2: 15,629 shares 15,629 $795K 0.01% -338 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,333 shares; 2025Q2: 18,045 shares 18,045 $794K 0.01% +4,712 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,630 shares; 2025Q1: 16,208 shares; 2025Q2: 15,216 shares 15,216 $793K 0.01% -992 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,814 shares; 2024Q4: 30,154 shares; 2025Q1: 14,590 shares; 2025Q2: 14,976 shares 14,976 $792K 0.01% +386 QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,671 shares; 2025Q1: 17,128 shares; 2025Q2: 20,056 shares 20,056 $791K 0.01% +2,928 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 13,341 shares; 2025Q1: 12,651 shares; 2025Q2: 13,223 shares 13,223 $790K 0.01% +572 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,787 shares; 2025Q1: 5,951 shares; 2025Q2: 6,152 shares 6,152 $790K 0.01% +201 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 748 shares; 2025Q1: 778 shares; 2025Q2: 759 shares 759 $790K 0.01% -19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,215 shares; 2024Q4: 122,133 shares; 2025Q1: 42,977 shares; 2025Q2: 41,481 shares 41,481 $788K 0.01% -1,496 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,503 shares 3,503 $788K 0.01% new Timeline ONEO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,369 shares 6,369 $786K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,998 shares; 2024Q4: 15,243 shares; 2025Q1: 15,029 shares; 2025Q2: 15,070 shares 15,070 $781K 0.01% +41 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 20,156 shares; 2025Q1: 16,851 shares; 2025Q2: 17,042 shares 17,042 $780K 0.01% +191 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 29,697 shares; 2025Q1: 30,175 shares; 2025Q2: 34,280 shares 34,280 $778K 0.01% +4,105 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 4,830 shares; 2025Q1: 8,320 shares; 2025Q2: 8,769 shares 8,769 $777K 0.01% +449 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,483 shares; 2025Q1: 4,082 shares; 2025Q2: 4,443 shares 4,443 $770K 0.01% +361 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,590 shares; 2024Q4: 30,323 shares; 2025Q1: 26,941 shares; 2025Q2: 21,962 shares 21,962 $764K 0.01% -4,979 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,549 shares; 2025Q1: 2,999 shares; 2025Q2: 3,495 shares 3,495 $764K 0.01% +496 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,959 shares; 2025Q1: 7,600 shares; 2025Q2: 7,422 shares 7,422 $761K 0.01% -178 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,715 shares; 2024Q4: 21,820 shares; 2025Q1: 23,239 shares; 2025Q2: 28,717 shares 28,717 $760K 0.01% +5,478 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,116 shares; 2025Q1: 11,080 shares; 2025Q2: 10,351 shares 10,351 $759K 0.01% -729 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,041 shares; 2025Q1: 2,056 shares; 2025Q2: 2,210 shares 2,210 $759K 0.01% +154 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 25,953 shares; 2025Q1: 30,501 shares; 2025Q2: 34,147 shares 34,147 $755K 0.01% +3,646 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 11,443 shares; 2025Q1: 13,120 shares; 2025Q2: 17,544 shares 17,544 $754K 0.01% +4,424 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,772 shares 4,772 $753K 0.01% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,264 shares; 2024Q4: 5,554 shares; 2025Q1: 4,403 shares; 2025Q2: 7,051 shares 7,051 $750K 0.01% +2,648 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,472 shares 27,472 $746K 0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,159 shares; 2025Q1: 3,467 shares; 2025Q2: 4,935 shares 4,935 $745K 0.01% +1,468 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,972 shares; 2024Q4: 30,912 shares; 2025Q1: 31,410 shares; 2025Q2: 29,255 shares 29,255 $742K 0.01% -2,155 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,268 shares; 2024Q4: 33,259 shares; 2025Q1: 35,241 shares; 2025Q2: 33,453 shares 33,453 $735K 0.01% -1,788 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,915 shares; 2024Q4: 29,270 shares; 2025Q1: 30,212 shares; 2025Q2: 33,659 shares 33,659 $731K 0.01% +3,447 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 12,237 shares; 2025Q1: 9,509 shares; 2025Q2: 12,908 shares 12,908 $730K 0.01% +3,399 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,928 shares; 2025Q1: 10,093 shares; 2025Q2: 14,342 shares 14,342 $727K 0.01% +4,249 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,167 shares; 2024Q4: 7,221 shares; 2025Q1: 8,487 shares; 2025Q2: 8,487 shares 8,487 $720K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6,086 shares; 2025Q1: 6,754 shares; 2025Q2: 12,335 shares 12,335 $720K 0.01% +5,581 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,464 shares; 2024Q4: 107,586 shares; 2025Q1: 12,633 shares; 2025Q2: 11,556 shares 11,556 $719K 0.01% -1,077 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,639 shares; 2024Q4: 41,515 shares; 2025Q1: 43,128 shares; 2025Q2: 48,243 shares 48,243 $718K 0.01% +5,115 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 6,459 shares; 2025Q1: 6,387 shares; 2025Q2: 6,881 shares 6,881 $717K 0.01% +494 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,840 shares; 2025Q2: 7,647 shares 7,647 $716K 0.01% +2,807 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,587 shares; 2025Q1: 13,874 shares; 2025Q2: 12,824 shares 12,824 $715K 0.01% -1,050 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 5,232 shares; 2025Q1: 5,232 shares; 2025Q2: 5,100 shares 5,100 $715K 0.01% -132 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,445 shares; 2024Q4: 25,453 shares; 2025Q1: 30,539 shares; 2025Q2: 31,628 shares 31,628 $711K 0.01% +1,089 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,497 shares; 2025Q1: 36,197 shares; 2025Q2: 35,697 shares 35,697 $711K 0.01% -500 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,589 shares; 2025Q1: 1,649 shares; 2025Q2: 2,515 shares 2,515 $709K 0.01% +866 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 5,401 shares; 2025Q1: 6,129 shares; 2025Q2: 5,938 shares 5,938 $707K 0.01% -191 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,946 shares; 2024Q4: 5,349 shares; 2025Q1: 9,110 shares; 2025Q2: 8,060 shares 8,060 $697K 0.01% -1,050 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,419 shares; 2025Q1: 1,397 shares; 2025Q2: 1,366 shares 1,366 $697K 0.01% -31 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 6,973 shares; 2025Q1: 7,397 shares; 2025Q2: 8,279 shares 8,279 $697K 0.01% +882 Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 34,382 shares; 2025Q1: 37,810 shares; 2025Q2: 39,267 shares 39,267 $692K 0.01% +1,457 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,186 shares 28,186 $687K 0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,963 shares; 2025Q1: 3,477 shares; 2025Q2: 4,056 shares 4,056 $687K 0.01% +579 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,314 shares; 2025Q2: 60,814 shares 60,814 $684K 0.01% +3,500 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,877 shares; 2024Q4: 25,680 shares; 2025Q1: 21,947 shares; 2025Q2: 14,371 shares 14,371 $682K 0.01% -7,576 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,729 shares; 2025Q1: 3,799 shares; 2025Q2: 5,264 shares 5,264 $682K 0.01% +1,465 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 26,468 shares; 2025Q1: 31,873 shares; 2025Q2: 35,866 shares 35,866 $675K 0.01% +3,993 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 10,565 shares; 2025Q1: 10,417 shares; 2025Q2: 13,693 shares 13,693 $670K 0.01% +3,276 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,595 shares; 2025Q1: 1,480 shares; 2025Q2: 1,424 shares 1,424 $666K 0.01% -56 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,573 shares; 2025Q1: 8,624 shares; 2025Q2: 8,573 shares 8,573 $664K 0.01% -51 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,103 shares; 2025Q1: 2,782 shares; 2025Q2: 2,685 shares 2,685 $664K 0.01% -97 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,449 shares; 2025Q1: 7,138 shares; 2025Q2: 8,895 shares 8,895 $663K 0.01% +1,757 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,349 shares; 2024Q4: 14,546 shares; 2025Q1: 14,645 shares; 2025Q2: 13,402 shares 13,402 $662K 0.01% -1,243 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 8,992 shares 8,992 $662K 0.01% +4,649 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,663 shares; 2025Q1: 5,551 shares; 2025Q2: 20,116 shares 20,116 $657K 0.01% +14,565 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,342 shares; 2024Q4: 52,542 shares; 2025Q1: 72,863 shares; 2025Q2: 51,213 shares 51,213 $656K 0.01% -21,650 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,066 shares; 2024Q4: 48,962 shares; 2025Q1: 47,312 shares; 2025Q2: 67,068 shares 67,068 $651K 0.01% +19,756 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,941 shares; 2025Q1: 6,887 shares; 2025Q2: 6,904 shares 6,904 $647K 0.01% +17 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,991 shares; 2025Q1: 8,026 shares; 2025Q2: 8,138 shares 8,138 $646K 0.01% +112 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,496 shares 9,496 $646K 0.01% new Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,363 shares; 2024Q4: 33,363 shares; 2025Q1: 28,863 shares; 2025Q2: 24,763 shares 24,763 $643K 0.01% -4,100 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,427 shares; 2025Q1: 6,180 shares; 2025Q2: 12,594 shares 12,594 $638K 0.01% +6,414 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,035 shares 5,035 $635K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,058 shares; 2025Q1: 5,771 shares; 2025Q2: 7,080 shares 7,080 $633K 0.01% +1,309 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 2,131 shares; 2025Q1: 2,168 shares; 2025Q2: 1,745 shares 1,745 $632K 0.01% -423 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,332 shares 2,332 $630K 0.01% +34 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 10,052 shares; 2025Q1: 7,995 shares; 2025Q2: 8,780 shares 8,780 $629K 0.01% +785 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 6,291 shares; 2025Q1: 6,362 shares; 2025Q2: 9,793 shares 9,793 $628K 0.01% +3,431 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 15,430 shares; 2025Q1: 15,517 shares; 2025Q2: 14,670 shares 14,670 $625K 0.01% -847 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,932 shares 20,932 $624K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 3,570 shares; 2025Q1: 3,443 shares; 2025Q2: 6,128 shares 6,128 $622K 0.01% +2,685 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,076 shares; 2025Q2: 45,000 shares 45,000 $621K 0.01% -76 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,616 shares; 2025Q1: 3,549 shares; 2025Q2: 3,740 shares 3,740 $619K 0.01% +191 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 19,367 shares; 2025Q1: 18,882 shares; 2025Q2: 15,669 shares 15,669 $612K 0.01% -3,213 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 7,787 shares; 2025Q2: 3,509 shares 3,509 $612K 0.01% -4,278 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,768 shares; 2024Q4: 10,861 shares; 2025Q1: 10,927 shares; 2025Q2: 10,823 shares 10,823 $607K 0.01% -104 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,588 shares; 2024Q4: 24,438 shares; 2025Q1: 23,188 shares; 2025Q2: 22,338 shares 22,338 $606K <0.01% -850 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,462 shares; 2024Q4: 5,602 shares; 2025Q1: 4,235 shares; 2025Q2: 5,519 shares 5,519 $605K <0.01% +1,284 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,248 shares; 2025Q1: 6,413 shares; 2025Q2: 5,298 shares 5,298 $605K <0.01% -1,115 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,780 shares; 2024Q4: 25,622 shares; 2025Q1: 25,609 shares; 2025Q2: 38,048 shares 38,048 $600K <0.01% +12,439 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 348 shares; 2025Q1: 400 shares; 2025Q2: 494 shares 494 $599K <0.01% +94 BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,234 shares 15,234 $598K <0.01% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 7,952 shares; 2025Q1: 8,129 shares; 2025Q2: 11,958 shares 11,958 $596K <0.01% +3,829 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,090 shares; 2025Q1: 3,507 shares; 2025Q2: 3,828 shares 3,828 $588K <0.01% +321 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 8,977 shares; 2025Q1: 8,947 shares; 2025Q2: 9,854 shares 9,854 $586K <0.01% +907 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 7,372 shares; 2025Q1: 10,090 shares; 2025Q2: 13,969 shares 13,969 $584K <0.01% +3,879 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 7,039 shares; 2025Q1: 9,750 shares; 2025Q2: 9,878 shares 9,878 $584K <0.01% +128 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,513 shares 9,513 $584K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,333 shares; 2024Q4: not reported; 2025Q1: 10,158 shares; 2025Q2: 25,790 shares 25,790 $583K <0.01% +15,632 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 16,207 shares; 2025Q1: 12,654 shares; 2025Q2: 12,104 shares 12,104 $580K <0.01% -550 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,568 shares 27,568 $577K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,148 shares; 2024Q4: 20,277 shares; 2025Q1: 32,794 shares; 2025Q2: 62,763 shares 62,763 $577K <0.01% +29,969 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,018 shares; 2024Q4: 54,308 shares; 2025Q1: 46,575 shares; 2025Q2: 45,962 shares 45,962 $572K <0.01% -613 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 11,456 shares; 2025Q1: 14,023 shares; 2025Q2: 13,703 shares 13,703 $567K <0.01% -320 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,224 shares; 2024Q4: 43,589 shares; 2025Q1: 38,525 shares; 2025Q2: 31,090 shares 31,090 $566K <0.01% -7,435 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,545 shares; 2025Q1: 1,742 shares; 2025Q2: 1,724 shares 1,724 $565K <0.01% -18 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 11,384 shares; 2025Q1: 11,406 shares; 2025Q2: 10,174 shares 10,174 $560K <0.01% -1,232 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 9,767 shares; 2025Q1: 10,385 shares; 2025Q2: 11,370 shares 11,370 $559K <0.01% +985 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,178 shares 19,178 $558K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 3,287 shares; 2025Q1: 3,639 shares; 2025Q2: 3,319 shares 3,319 $558K <0.01% -320 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares 1,165 $555K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,570 shares; 2025Q1: 2,715 shares; 2025Q2: 4,629 shares 4,629 $551K <0.01% +1,914 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,996 shares; 2025Q2: 6,716 shares 6,716 $546K <0.01% +1,720 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,856 shares; 2025Q2: 10,893 shares 10,893 $546K <0.01% +2,037 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,641 shares 12,641 $545K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,017 shares; 2024Q4: 13,258 shares; 2025Q1: 13,124 shares; 2025Q2: 18,193 shares 18,193 $545K <0.01% +5,069 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,105 shares; 2024Q4: 10,423 shares; 2025Q1: 4,295 shares; 2025Q2: 4,112 shares 4,112 $544K <0.01% -183 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 12,333 shares; 2025Q1: 12,119 shares; 2025Q2: 10,373 shares 10,373 $539K <0.01% -1,746 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,056 shares; 2025Q1: 8,191 shares; 2025Q2: 4,830 shares 4,830 $535K <0.01% -3,361 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,236 shares 35,236 $535K <0.01% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,256 shares 10,256 $533K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 6,706 shares; 2025Q1: 7,155 shares; 2025Q2: 7,260 shares 7,260 $533K <0.01% +105 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,374 shares; 2025Q1: 8,368 shares; 2025Q2: 8,364 shares 8,364 $533K <0.01% -4 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,191 shares; 2024Q4: 41,844 shares; 2025Q1: 55,421 shares; 2025Q2: 55,958 shares 55,958 $529K <0.01% +537 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,513 shares; 2024Q4: 20,963 shares; 2025Q1: 17,363 shares; 2025Q2: 38,037 shares 38,037 $528K <0.01% +20,674 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,739 shares; 2025Q2: 20,451 shares 20,451 $526K <0.01% +6,712 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 575 shares; 2025Q1: 574 shares; 2025Q2: 586 shares 586 $525K <0.01% +12 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,000 shares; 2025Q1: 1,066 shares; 2025Q2: 1,713 shares 1,713 $521K <0.01% +647 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,987 shares 17,987 $518K <0.01% new Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,865 shares; 2024Q4: 11,165 shares; 2025Q1: 11,215 shares; 2025Q2: 12,265 shares 12,265 $513K <0.01% +1,050 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,307 shares; 2025Q2: 10,307 shares 10,307 $513K <0.01% -1,000 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 6,646 shares; 2025Q1: 6,600 shares; 2025Q2: 7,272 shares 7,272 $512K <0.01% +672 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,470 shares; 2025Q1: 10,520 shares; 2025Q2: 10,491 shares 10,491 $512K <0.01% -29 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,174 shares; 2025Q1: 6,325 shares; 2025Q2: 7,447 shares 7,447 $511K <0.01% +1,122 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,380 shares; 2024Q4: 15,180 shares; 2025Q1: 13,783 shares; 2025Q2: 14,876 shares 14,876 $510K <0.01% +1,093 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 2,135 shares; 2025Q2: 2,718 shares 2,718 $506K <0.01% +583 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,431 shares 20,431 $502K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 537 shares; 2025Q2: 685 shares 685 $501K <0.01% +148 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,480 shares; 2025Q1: 5,646 shares; 2025Q2: 5,800 shares 5,800 $501K <0.01% +154 Timeline