FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 35,343 shares; 2025Q1: 34,592 shares; 2025Q2: 44,033 shares; 2025Q3: 46,214 shares 46,214 $2.86M 0.02% +2,181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,766 shares; 2025Q2: 97,311 shares; 2025Q3: 113,368 shares 113,368 $2.85M 0.02% +16,057 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: 14,193 shares; 2025Q1: 44,046 shares; 2025Q2: 40,273 shares; 2025Q3: 38,260 shares 38,260 $2.83M 0.02% -2,013 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,859 shares; 2025Q1: 5,907 shares; 2025Q2: 5,846 shares; 2025Q3: 7,024 shares 7,024 $2.83M 0.02% +1,178 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,171 shares; 2024Q4: 11,926 shares; 2025Q1: 14,217 shares; 2025Q2: 14,813 shares; 2025Q3: 13,661 shares 13,661 $2.8M 0.02% -1,152 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6,592 shares; 2025Q1: 8,494 shares; 2025Q2: 38,310 shares; 2025Q3: 38,374 shares 38,374 $2.8M 0.02% +64 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 7,600 shares; 2025Q3: 9,580 shares 9,580 $2.8M 0.02% +1,980 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,900 shares; 2025Q3: 53,026 shares 53,026 $2.76M 0.02% +45,126 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,979 shares; 2024Q4: 90,441 shares; 2025Q1: 93,694 shares; 2025Q2: 90,931 shares; 2025Q3: 107,425 shares 107,425 $2.75M 0.02% +16,494 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,723 shares; 2024Q4: 29,325 shares; 2025Q1: 27,524 shares; 2025Q2: 37,188 shares; 2025Q3: 57,495 shares 57,495 $2.73M 0.02% +20,307 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,555 shares; 2025Q2: 52,772 shares; 2025Q3: 55,299 shares 55,299 $2.72M 0.02% +2,527 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,119 shares; 2024Q4: 51,276 shares; 2025Q1: 51,417 shares; 2025Q2: 49,730 shares; 2025Q3: 48,938 shares 48,938 $2.72M 0.02% -792 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,500 shares; 2024Q4: 73,475 shares; 2025Q1: 73,960 shares; 2025Q2: 82,706 shares; 2025Q3: 80,903 shares 80,903 $2.71M 0.02% -1,803 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: 6,540 shares; 2025Q2: 9,559 shares; 2025Q3: 25,782 shares 25,782 $2.7M 0.02% +16,223 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,517 shares; 2025Q1: 42,347 shares; 2025Q2: 59,175 shares; 2025Q3: 59,426 shares 59,426 $2.7M 0.02% +251 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,374 shares; 2025Q1: 3,297 shares; 2025Q2: 3,402 shares; 2025Q3: 3,380 shares 3,380 $2.65M 0.02% -22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 9,004 shares; 2025Q1: 11,216 shares; 2025Q2: 12,882 shares; 2025Q3: 12,911 shares 12,911 $2.64M 0.02% +29 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,541 shares; 2024Q4: 45,887 shares; 2025Q1: 46,289 shares; 2025Q2: 46,265 shares; 2025Q3: 47,072 shares 47,072 $2.64M 0.02% +807 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,578 shares; 2024Q4: 71,396 shares; 2025Q1: 68,720 shares; 2025Q2: 70,722 shares; 2025Q3: 72,448 shares 72,448 $2.64M 0.02% +1,726 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,714 shares; 2024Q4: 18,729 shares; 2025Q1: 18,275 shares; 2025Q2: 18,878 shares; 2025Q3: 19,026 shares 19,026 $2.63M 0.02% +148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,419 shares; 2025Q1: 2,891 shares; 2025Q2: 4,164 shares; 2025Q3: 4,309 shares 4,309 $2.63M 0.02% +145 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 5,135 shares; 2025Q1: 6,049 shares; 2025Q2: 6,617 shares; 2025Q3: 7,046 shares 7,046 $2.6M 0.02% +429 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 8,616 shares; 2025Q1: 11,249 shares; 2025Q2: 18,312 shares; 2025Q3: 18,287 shares 18,287 $2.59M 0.02% -25 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,709 shares; 2025Q1: 14,841 shares; 2025Q2: 25,717 shares; 2025Q3: 36,805 shares 36,805 $2.59M 0.02% +11,088 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,155 shares; 2025Q1: 3,574 shares; 2025Q2: 6,526 shares; 2025Q3: 7,621 shares 7,621 $2.57M 0.02% +1,095 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,405 shares; 2024Q4: 28,219 shares; 2025Q1: 33,583 shares; 2025Q2: 32,072 shares; 2025Q3: 30,258 shares 30,258 $2.56M 0.02% -1,814 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,753 shares; 2025Q2: 89,091 shares; 2025Q3: 102,045 shares 102,045 $2.56M 0.02% +12,954 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,030 shares; 2025Q1: 22,050 shares; 2025Q2: 37,984 shares; 2025Q3: 49,440 shares 49,440 $2.55M 0.02% +11,456 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,614 shares; 2024Q4: 42,570 shares; 2025Q1: 48,651 shares; 2025Q2: 52,799 shares; 2025Q3: 54,077 shares 54,077 $2.54M 0.02% +1,278 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,330 shares; 2024Q4: 117,266 shares; 2025Q1: 135,201 shares; 2025Q2: 145,136 shares; 2025Q3: 147,529 shares 147,529 $2.53M 0.02% +2,393 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,491 shares; 2024Q4: 18,438 shares; 2025Q1: 19,031 shares; 2025Q2: 19,269 shares; 2025Q3: 19,153 shares 19,153 $2.51M 0.02% -116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,279 shares; 2025Q2: 78,434 shares; 2025Q3: 91,706 shares 91,706 $2.5M 0.02% +13,272 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,303 shares; 2025Q3: 79,787 shares 79,787 $2.49M 0.02% +10,484 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,919 shares; 2024Q4: 163,037 shares; 2025Q1: 155,512 shares; 2025Q2: 35,723 shares; 2025Q3: 36,917 shares 36,917 $2.49M 0.02% +1,194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,302 shares; 2024Q4: 33,381 shares; 2025Q1: 33,785 shares; 2025Q2: 35,723 shares; 2025Q3: 56,854 shares 56,854 $2.49M 0.02% +21,131 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,139 shares; 2024Q4: 31,410 shares; 2025Q1: 51,778 shares; 2025Q2: 67,894 shares; 2025Q3: 66,920 shares 66,920 $2.49M 0.02% -974 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 4,558 shares; 2025Q1: 5,212 shares; 2025Q2: 8,171 shares; 2025Q3: 8,302 shares 8,302 $2.49M 0.02% +131 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,675 shares; 2024Q4: 35,194 shares; 2025Q1: 53,867 shares; 2025Q2: 57,354 shares; 2025Q3: 49,370 shares 49,370 $2.48M 0.02% -7,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 19,582 shares; 2025Q1: 27,594 shares; 2025Q2: 31,112 shares; 2025Q3: 47,563 shares 47,563 $2.48M 0.02% +16,451 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,946 shares; 2025Q3: 51,889 shares 51,889 $2.47M 0.02% +17,943 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,039 shares; 2024Q4: 78,630 shares; 2025Q1: 81,030 shares; 2025Q2: 85,403 shares; 2025Q3: 88,480 shares 88,480 $2.47M 0.02% +3,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,990 shares; 2024Q4: 222,701 shares; 2025Q1: 186,405 shares; 2025Q2: 209,095 shares; 2025Q3: 237,506 shares 237,506 $2.45M 0.02% +28,411 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,506 shares; 2024Q4: 8,929 shares; 2025Q1: 11,251 shares; 2025Q2: 14,842 shares; 2025Q3: 18,929 shares 18,929 $2.44M 0.02% +4,087 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,811 shares; 2024Q4: 72,657 shares; 2025Q1: 55,915 shares; 2025Q2: 58,978 shares; 2025Q3: 56,178 shares 56,178 $2.43M 0.02% -2,800 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 7,965 shares; 2025Q1: 13,232 shares; 2025Q2: 15,691 shares; 2025Q3: 18,850 shares 18,850 $2.42M 0.02% +3,159 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,980 shares; 2024Q4: 24,993 shares; 2025Q1: 24,705 shares; 2025Q2: 62,086 shares; 2025Q3: 68,095 shares 68,095 $2.42M 0.02% +6,009 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,026 shares; 2024Q4: 28,056 shares; 2025Q1: 31,596 shares; 2025Q2: 36,331 shares; 2025Q3: 39,731 shares 39,731 $2.42M 0.02% +3,400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,169 shares; 2025Q1: 23,343 shares; 2025Q2: 50,201 shares; 2025Q3: 69,296 shares 69,296 $2.4M 0.02% +19,095 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: 5,969 shares; 2025Q2: 17,621 shares; 2025Q3: 17,906 shares 17,906 $2.4M 0.02% +285 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,077 shares; 2024Q4: 32,254 shares; 2025Q1: 26,201 shares; 2025Q2: 27,481 shares; 2025Q3: 29,201 shares 29,201 $2.4M 0.02% +1,720 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 20,483 shares; 2025Q1: 20,924 shares; 2025Q2: 21,691 shares; 2025Q3: 24,152 shares 24,152 $2.38M 0.02% +2,461 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,240 shares; 2024Q4: 62,233 shares; 2025Q1: 57,766 shares; 2025Q2: 51,246 shares; 2025Q3: 55,827 shares 55,827 $2.38M 0.02% +4,581 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,469 shares; 2024Q4: 20,715 shares; 2025Q1: 21,668 shares; 2025Q2: 22,015 shares; 2025Q3: 23,057 shares 23,057 $2.38M 0.02% +1,042 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,419 shares; 2024Q4: 38,223 shares; 2025Q1: 45,189 shares; 2025Q2: 52,625 shares; 2025Q3: 55,553 shares 55,553 $2.38M 0.02% +2,928 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,382 shares; 2024Q4: 17,167 shares; 2025Q1: 20,338 shares; 2025Q2: 28,825 shares; 2025Q3: 31,022 shares 31,022 $2.37M 0.02% +2,197 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,693 shares; 2024Q4: 36,082 shares; 2025Q1: 23,694 shares; 2025Q2: 21,031 shares; 2025Q3: 27,265 shares 27,265 $2.35M 0.02% +6,234 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,508 shares; 2024Q4: 35,328 shares; 2025Q1: 33,086 shares; 2025Q2: 37,758 shares; 2025Q3: 40,060 shares 40,060 $2.35M 0.02% +2,302 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,709 shares; 2024Q4: 26,974 shares; 2025Q1: 28,742 shares; 2025Q2: 25,968 shares; 2025Q3: 25,946 shares 25,946 $2.35M 0.02% -22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,709 shares; 2024Q4: 35,497 shares; 2025Q1: 45,384 shares; 2025Q2: 47,508 shares; 2025Q3: 47,264 shares 47,264 $2.34M 0.02% -244 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,410 shares; 2024Q4: 30,127 shares; 2025Q1: 33,323 shares; 2025Q2: 46,315 shares; 2025Q3: 47,180 shares 47,180 $2.33M 0.02% +865 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,693 shares; 2024Q4: 41,771 shares; 2025Q1: 47,986 shares; 2025Q2: 50,030 shares; 2025Q3: 53,697 shares 53,697 $2.31M 0.02% +3,667 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,998 shares; 2024Q4: 36,129 shares; 2025Q1: 27,666 shares; 2025Q2: 25,837 shares; 2025Q3: 25,221 shares 25,221 $2.31M 0.02% -616 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,755 shares; 2024Q4: 12,555 shares; 2025Q1: 13,026 shares; 2025Q2: 10,317 shares; 2025Q3: 9,735 shares 9,735 $2.3M 0.02% -582 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,565 shares; 2024Q4: 21,746 shares; 2025Q1: 19,702 shares; 2025Q2: 16,268 shares; 2025Q3: 21,427 shares 21,427 $2.3M 0.02% +5,159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,307 shares; 2024Q4: 175,616 shares; 2025Q1: 186,215 shares; 2025Q2: 197,848 shares; 2025Q3: 198,246 shares 198,246 $2.29M 0.02% +398 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,047 shares; 2024Q4: 32,924 shares; 2025Q1: 26,546 shares; 2025Q2: 27,511 shares; 2025Q3: 28,636 shares 28,636 $2.29M 0.02% +1,125 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 11,407 shares; 2025Q1: 88,637 shares; 2025Q2: 104,963 shares; 2025Q3: 128,506 shares 128,506 $2.28M 0.02% +23,543 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,853 shares; 2025Q1: 23,064 shares; 2025Q2: 33,001 shares; 2025Q3: 64,610 shares 64,610 $2.28M 0.02% +31,609 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,403 shares; 2025Q1: 20,160 shares; 2025Q2: 30,491 shares; 2025Q3: 44,671 shares 44,671 $2.28M 0.02% +14,180 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,501 shares; 2024Q4: 54,176 shares; 2025Q1: 50,300 shares; 2025Q2: 64,470 shares; 2025Q3: 76,570 shares 76,570 $2.27M 0.02% +12,100 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,805 shares; 2024Q4: 67,277 shares; 2025Q1: 69,734 shares; 2025Q2: 49,278 shares; 2025Q3: 39,412 shares 39,412 $2.26M 0.02% -9,866 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,769 shares; 2024Q4: 35,326 shares; 2025Q1: 52,153 shares; 2025Q2: 53,506 shares; 2025Q3: 55,877 shares 55,877 $2.26M 0.02% +2,371 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,451 shares; 2024Q4: 91,112 shares; 2025Q1: 92,684 shares; 2025Q2: 101,005 shares; 2025Q3: 105,363 shares 105,363 $2.25M 0.02% +4,358 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,703 shares; 2024Q4: 44,373 shares; 2025Q1: 46,025 shares; 2025Q2: 51,865 shares; 2025Q3: 59,368 shares 59,368 $2.24M 0.02% +7,503 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 16,733 shares; 2025Q1: 16,860 shares; 2025Q2: 15,988 shares; 2025Q3: 15,487 shares 15,487 $2.24M 0.02% -501 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,561 shares; 2024Q4: 288,863 shares; 2025Q1: 210,505 shares; 2025Q2: 141,223 shares; 2025Q3: 114,193 shares 114,193 $2.23M 0.02% -27,030 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,331 shares; 2024Q4: 22,081 shares; 2025Q1: 49,956 shares; 2025Q2: 44,364 shares; 2025Q3: 42,212 shares 42,212 $2.23M 0.02% -2,152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,986 shares; 2024Q4: 20,351 shares; 2025Q1: 18,093 shares; 2025Q2: 22,183 shares; 2025Q3: 28,440 shares 28,440 $2.22M 0.02% +6,257 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,336 shares; 2024Q4: 11,722 shares; 2025Q1: 43,906 shares; 2025Q2: 51,316 shares; 2025Q3: 60,521 shares 60,521 $2.22M 0.02% +9,205 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,299 shares; 2024Q4: 124,139 shares; 2025Q1: 108,871 shares; 2025Q2: 106,043 shares; 2025Q3: 95,027 shares 95,027 $2.22M 0.02% -11,016 MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,397 shares; 2025Q1: 1,563 shares; 2025Q2: 2,362 shares; 2025Q3: 2,856 shares 2,856 $2.21M 0.02% +494 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,291 shares; 2025Q1: 5,650 shares; 2025Q2: 9,704 shares; 2025Q3: 16,132 shares 16,132 $2.19M 0.02% +6,428 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,200 shares; 2025Q3: 67,566 shares 67,566 $2.18M 0.02% -634 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,848 shares; 2025Q3: 41,549 shares 41,549 $2.17M 0.02% +6,701 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 15,950 shares; 2025Q1: 16,907 shares; 2025Q2: 17,974 shares; 2025Q3: 16,655 shares 16,655 $2.16M 0.02% -1,319 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,224 shares; 2025Q1: 3,218 shares; 2025Q2: 4,415 shares; 2025Q3: 4,532 shares 4,532 $2.15M 0.02% +117 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,277 shares; 2024Q4: 60,442 shares; 2025Q1: 63,149 shares; 2025Q2: 67,147 shares; 2025Q3: 74,826 shares 74,826 $2.15M 0.02% +7,679 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 10,518 shares; 2025Q1: 9,768 shares; 2025Q2: 42,656 shares; 2025Q3: 59,887 shares 59,887 $2.15M 0.02% +17,231 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 21,514 shares; 2025Q1: 23,174 shares; 2025Q2: 29,423 shares; 2025Q3: 37,452 shares 37,452 $2.15M 0.02% +8,029 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 14,925 shares; 2025Q1: 18,841 shares; 2025Q2: 22,910 shares; 2025Q3: 26,067 shares 26,067 $2.15M 0.02% +3,157 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,779 shares; 2024Q4: 19,120 shares; 2025Q1: 19,001 shares; 2025Q2: 18,114 shares; 2025Q3: 17,633 shares 17,633 $2.15M 0.02% -481 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 18,671 shares; 2025Q3: 31,193 shares 31,193 $2.15M 0.02% +12,522 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 6,438 shares; 2025Q2: 12,232 shares; 2025Q3: 18,960 shares 18,960 $2.12M 0.02% +6,728 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,817 shares; 2025Q2: 13,460 shares; 2025Q3: 9,212 shares 9,212 $2.12M 0.02% -4,248 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,422 shares; 2024Q4: 34,849 shares; 2025Q1: 58,598 shares; 2025Q2: 44,555 shares; 2025Q3: 44,647 shares 44,647 $2.12M 0.02% +92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,202 shares; 2024Q4: 109,405 shares; 2025Q1: 35,730 shares; 2025Q2: 33,935 shares; 2025Q3: 30,590 shares 30,590 $2.11M 0.02% -3,345 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 9,163 shares; 2025Q1: 11,017 shares; 2025Q2: 14,640 shares; 2025Q3: 17,524 shares 17,524 $2.09M 0.02% +2,884 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,836 shares; 2024Q4: 48,070 shares; 2025Q1: 49,160 shares; 2025Q2: 49,464 shares; 2025Q3: 55,176 shares 55,176 $2.09M 0.02% +5,712 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,129 shares; 2024Q4: 53,268 shares; 2025Q1: 63,291 shares; 2025Q2: 73,367 shares; 2025Q3: 78,419 shares 78,419 $2.09M 0.02% +5,052 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,782 shares; 2024Q4: 104,800 shares; 2025Q1: 130,812 shares; 2025Q2: 131,207 shares; 2025Q3: 113,202 shares 113,202 $2.07M 0.02% -18,005 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,498 shares; 2024Q4: 42,295 shares; 2025Q1: 41,773 shares; 2025Q2: 46,012 shares; 2025Q3: 46,254 shares 46,254 $2.07M 0.02% +242 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 8,245 shares; 2025Q1: 8,418 shares; 2025Q2: 9,673 shares; 2025Q3: 9,841 shares 9,841 $2.06M 0.02% +168 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,175 shares; 2025Q1: 5,878 shares; 2025Q2: 7,213 shares; 2025Q3: 8,312 shares 8,312 $2.05M 0.02% +1,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,096 shares; 2024Q4: 15,441 shares; 2025Q1: 17,223 shares; 2025Q2: 17,576 shares; 2025Q3: 18,227 shares 18,227 $2.05M 0.02% +651 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,219 shares; 2024Q4: 124,217 shares; 2025Q1: 25,018 shares; 2025Q2: 31,455 shares; 2025Q3: 39,735 shares 39,735 $2.04M 0.02% +8,280 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 9,441 shares; 2025Q1: 10,680 shares; 2025Q2: 11,716 shares; 2025Q3: 13,999 shares 13,999 $2.04M 0.02% +2,283 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,897 shares; 2024Q4: 46,297 shares; 2025Q1: 46,167 shares; 2025Q2: 46,167 shares; 2025Q3: 46,290 shares 46,290 $2.03M 0.01% +123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 16,369 shares; 2025Q1: 21,288 shares; 2025Q2: 28,716 shares; 2025Q3: 41,440 shares 41,440 $2.03M 0.01% +12,724 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,515 shares; 2024Q4: 94,893 shares; 2025Q1: 102,438 shares; 2025Q2: 107,039 shares; 2025Q3: 121,779 shares 121,779 $2.03M 0.01% +14,740 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 10,437 shares; 2025Q1: 10,216 shares; 2025Q2: 10,487 shares; 2025Q3: 10,181 shares 10,181 $2.03M 0.01% -306 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,193 shares; 2024Q4: 50,187 shares; 2025Q1: 23,699 shares; 2025Q2: 28,607 shares; 2025Q3: 33,710 shares 33,710 $2.02M 0.01% +5,103 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 15,858 shares; 2025Q1: 14,638 shares; 2025Q2: 19,113 shares; 2025Q3: 25,565 shares 25,565 $2.02M 0.01% +6,452 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,910 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 5,921 shares 5,921 $2.01M 0.01% +4,863 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,792 shares; 2025Q2: 45,623 shares; 2025Q3: 50,948 shares 50,948 $2.01M 0.01% +5,325 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,743 shares; 2024Q4: 28,926 shares; 2025Q1: 25,814 shares; 2025Q2: 21,863 shares; 2025Q3: 20,176 shares 20,176 $2.01M 0.01% -1,687 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 11,450 shares; 2025Q1: 9,041 shares; 2025Q2: 10,291 shares; 2025Q3: 11,790 shares 11,790 $2.01M 0.01% +1,499 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 2,319 shares; 2025Q1: 2,700 shares; 2025Q2: 2,567 shares; 2025Q3: 12,043 shares 12,043 $2M 0.01% +9,476 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 7,032 shares; 2025Q1: 9,825 shares; 2025Q2: 18,451 shares; 2025Q3: 23,695 shares 23,695 $1.99M 0.01% +5,244 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 5,313 shares; 2025Q1: 6,047 shares; 2025Q2: 6,712 shares; 2025Q3: 7,025 shares 7,025 $1.98M 0.01% +313 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,577 shares; 2024Q4: 100,107 shares; 2025Q1: 153,040 shares; 2025Q2: 89,732 shares; 2025Q3: 87,872 shares 87,872 $1.98M 0.01% -1,860 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,822 shares; 2024Q4: 62,688 shares; 2025Q1: 66,821 shares; 2025Q2: 72,132 shares; 2025Q3: 80,234 shares 80,234 $1.96M 0.01% +8,102 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,414 shares; 2025Q1: 1,926 shares; 2025Q2: 2,398 shares; 2025Q3: 2,576 shares 2,576 $1.95M 0.01% +178 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,118 shares; 2025Q2: 61,603 shares; 2025Q3: 61,493 shares 61,493 $1.95M 0.01% -110 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,485 shares; 2024Q4: 22,109 shares; 2025Q1: 25,018 shares; 2025Q2: 23,567 shares; 2025Q3: 20,857 shares 20,857 $1.95M 0.01% -2,710 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,878 shares; 2024Q4: 341,604 shares; 2025Q1: 43,683 shares; 2025Q2: 43,185 shares; 2025Q3: 40,586 shares 40,586 $1.94M 0.01% -2,599 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,552 shares; 2025Q1: 16,552 shares; 2025Q2: 16,552 shares; 2025Q3: 16,552 shares 16,552 $1.94M 0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 6,747 shares; 2025Q1: 7,172 shares; 2025Q2: 45,887 shares; 2025Q3: 62,726 shares 62,726 $1.94M 0.01% +16,839 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 292 shares; 2025Q1: 327 shares; 2025Q2: 345 shares; 2025Q3: 358 shares 358 $1.93M 0.01% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,570 shares; 2024Q4: 89,509 shares; 2025Q1: 92,863 shares; 2025Q2: 96,505 shares; 2025Q3: 90,821 shares 90,821 $1.91M 0.01% -5,684 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 13,973 shares 13,973 $1.91M 0.01% +8,465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,509 shares; 2024Q4: 18,361 shares; 2025Q1: 18,754 shares; 2025Q2: 20,905 shares; 2025Q3: 20,773 shares 20,773 $1.9M 0.01% -132 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,759 shares; 2025Q2: 74,503 shares; 2025Q3: 51,130 shares 51,130 $1.9M 0.01% -23,373 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,128 shares; 2024Q4: 74,082 shares; 2025Q1: 90,594 shares; 2025Q2: 93,084 shares; 2025Q3: 97,507 shares 97,507 $1.89M 0.01% +4,423 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,479 shares; 2024Q4: 124,827 shares; 2025Q1: 134,782 shares; 2025Q2: 135,444 shares; 2025Q3: 151,718 shares 151,718 $1.88M 0.01% +16,274 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,641 shares; 2025Q3: 64,065 shares 64,065 $1.86M 0.01% +424 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,719 shares; 2024Q4: 55,728 shares; 2025Q1: 49,015 shares; 2025Q2: 39,341 shares; 2025Q3: 42,377 shares 42,377 $1.86M 0.01% +3,036 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,389 shares; 2025Q2: 43,309 shares; 2025Q3: 35,376 shares 35,376 $1.86M 0.01% -7,933 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,037 shares; 2025Q1: 8,154 shares; 2025Q2: 7,994 shares; 2025Q3: 7,967 shares 7,967 $1.86M 0.01% -27 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 8,823 shares; 2025Q1: 15,188 shares; 2025Q2: 19,075 shares; 2025Q3: 22,277 shares 22,277 $1.86M 0.01% +3,202 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,087 shares; 2024Q4: 49,632 shares; 2025Q1: 58,624 shares; 2025Q2: 63,327 shares; 2025Q3: 69,010 shares 69,010 $1.85M 0.01% +5,683 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,787 shares; 2025Q1: 3,309 shares; 2025Q2: 3,607 shares; 2025Q3: 3,793 shares 3,793 $1.85M 0.01% +186 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 54,755 shares; 2025Q1: 53,776 shares; 2025Q2: 40,727 shares; 2025Q3: 40,479 shares 40,479 $1.84M 0.01% -248 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 19,053 shares; 2025Q1: 19,858 shares; 2025Q2: 21,572 shares; 2025Q3: 23,926 shares 23,926 $1.84M 0.01% +2,354 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,852 shares; 2024Q4: 20,335 shares; 2025Q1: 20,474 shares; 2025Q2: 22,670 shares; 2025Q3: 24,426 shares 24,426 $1.83M 0.01% +1,756 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 11,017 shares; 2025Q1: 12,050 shares; 2025Q2: 13,428 shares; 2025Q3: 13,445 shares 13,445 $1.83M 0.01% +17 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,417 shares; 2024Q4: 17,564 shares; 2025Q1: 24,980 shares; 2025Q2: 28,272 shares; 2025Q3: 26,557 shares 26,557 $1.82M 0.01% -1,715 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,386 shares; 2024Q4: 31,602 shares; 2025Q1: 51,806 shares; 2025Q2: 46,744 shares; 2025Q3: 50,979 shares 50,979 $1.82M 0.01% +4,235 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 450 shares; 2025Q1: 1,491 shares; 2025Q2: 2,419 shares; 2025Q3: 2,609 shares 2,609 $1.82M 0.01% +190 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 16,726 shares; 2025Q1: 17,014 shares; 2025Q2: 18,252 shares; 2025Q3: 18,625 shares 18,625 $1.82M 0.01% +373 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,839 shares; 2024Q4: 27,565 shares; 2025Q1: 38,715 shares; 2025Q2: 53,437 shares; 2025Q3: 55,089 shares 55,089 $1.81M 0.01% +1,652 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 6,048 shares; 2025Q1: 8,632 shares; 2025Q2: 14,616 shares; 2025Q3: 16,120 shares 16,120 $1.81M 0.01% +1,504 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,377 shares; 2025Q1: 1,926 shares; 2025Q2: 8,442 shares; 2025Q3: 8,438 shares 8,438 $1.81M 0.01% -4 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,289 shares; 2024Q4: 163,680 shares; 2025Q1: 158,309 shares; 2025Q2: 157,801 shares; 2025Q3: 151,128 shares 151,128 $1.81M 0.01% -6,673 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,154 shares; 2024Q4: 23,369 shares; 2025Q1: 23,399 shares; 2025Q2: 22,699 shares; 2025Q3: 18,027 shares 18,027 $1.81M 0.01% -4,672 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 5,885 shares; 2025Q1: 6,337 shares; 2025Q2: 9,590 shares; 2025Q3: 9,036 shares 9,036 $1.79M 0.01% -554 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares; 2025Q3: 6,493 shares 6,493 $1.79M 0.01% +1,456 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 14,138 shares; 2025Q1: 15,611 shares; 2025Q2: 16,326 shares; 2025Q3: 16,275 shares 16,275 $1.77M 0.01% -51 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,539 shares; 2024Q4: 62,815 shares; 2025Q1: 67,703 shares; 2025Q2: 56,379 shares; 2025Q3: 61,279 shares 61,279 $1.77M 0.01% +4,900 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,599 shares; 2024Q4: 21,920 shares; 2025Q1: 33,829 shares; 2025Q2: 34,488 shares; 2025Q3: 41,629 shares 41,629 $1.76M 0.01% +7,141 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,763 shares; 2024Q4: 13,066 shares; 2025Q1: 14,981 shares; 2025Q2: 15,506 shares; 2025Q3: 15,651 shares 15,651 $1.75M 0.01% +145 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,751 shares; 2025Q2: 24,163 shares; 2025Q3: 26,702 shares 26,702 $1.75M 0.01% +2,539 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 8,581 shares; 2025Q1: not reported; 2025Q2: 49,818 shares; 2025Q3: 49,208 shares 49,208 $1.75M 0.01% -610 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 9,746 shares; 2025Q3: 43,798 shares 43,798 $1.74M 0.01% +34,052 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,712 shares; 2024Q4: 21,535 shares; 2025Q1: 21,848 shares; 2025Q2: 25,231 shares; 2025Q3: 25,834 shares 25,834 $1.74M 0.01% +603 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 8,996 shares; 2025Q1: 7,662 shares; 2025Q2: 7,626 shares; 2025Q3: 7,034 shares 7,034 $1.73M 0.01% -592 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,785 shares; 2025Q3: 43,890 shares 43,890 $1.73M 0.01% -7,895 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 20,492 shares; 2025Q1: 15,710 shares; 2025Q2: 15,187 shares; 2025Q3: 24,552 shares 24,552 $1.73M 0.01% +9,365 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,735 shares; 2024Q4: 24,883 shares; 2025Q1: 25,583 shares; 2025Q2: 26,024 shares; 2025Q3: 26,484 shares 26,484 $1.72M 0.01% +460 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,058 shares; 2024Q4: 33,439 shares; 2025Q1: 32,019 shares; 2025Q2: 34,082 shares; 2025Q3: 39,319 shares 39,319 $1.71M 0.01% +5,237 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 3,233 shares; 2025Q1: 3,197 shares; 2025Q2: 3,495 shares; 2025Q3: 4,554 shares 4,554 $1.7M 0.01% +1,059 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,192 shares; 2025Q3: 22,839 shares 22,839 $1.67M 0.01% +5,647 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,210 shares; 2024Q4: 54,512 shares; 2025Q1: 65,712 shares; 2025Q2: 61,713 shares; 2025Q3: 61,838 shares 61,838 $1.67M 0.01% +125 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 13,570 shares; 2025Q1: 13,708 shares; 2025Q2: 14,052 shares; 2025Q3: 16,536 shares 16,536 $1.66M 0.01% +2,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,266 shares; 2025Q3: 38,859 shares 38,859 $1.66M 0.01% +593 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 12,335 shares; 2025Q1: 11,998 shares; 2025Q2: 11,510 shares; 2025Q3: 48,031 shares 48,031 $1.65M 0.01% +36,521 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 18,732 shares; 2025Q1: 20,796 shares; 2025Q2: 23,456 shares; 2025Q3: 25,583 shares 25,583 $1.65M 0.01% +2,127 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 12,126 shares; 2025Q1: 18,200 shares; 2025Q2: 18,831 shares; 2025Q3: 18,311 shares 18,311 $1.64M 0.01% -520 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,079 shares; 2024Q4: 25,097 shares; 2025Q1: 21,755 shares; 2025Q2: 33,056 shares; 2025Q3: 34,025 shares 34,025 $1.64M 0.01% +969 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,704 shares; 2024Q4: 18,468 shares; 2025Q1: 24,646 shares; 2025Q2: 34,905 shares; 2025Q3: 37,262 shares 37,262 $1.64M 0.01% +2,357 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 6,633 shares; 2025Q1: 8,367 shares; 2025Q2: 10,939 shares; 2025Q3: 13,541 shares 13,541 $1.64M 0.01% +2,602 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 8,465 shares; 2025Q1: 8,299 shares; 2025Q2: 8,797 shares; 2025Q3: 8,470 shares 8,470 $1.63M 0.01% -327 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,297 shares; 2024Q4: 34,788 shares; 2025Q1: 37,929 shares; 2025Q2: 46,236 shares; 2025Q3: 62,444 shares 62,444 $1.62M 0.01% +16,208 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 21,758 shares; 2025Q1: 22,530 shares; 2025Q2: 22,022 shares; 2025Q3: 21,529 shares 21,529 $1.62M 0.01% -493 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,208 shares; 2025Q1: 4,573 shares; 2025Q2: 4,515 shares; 2025Q3: 5,456 shares 5,456 $1.62M 0.01% +941 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 8,195 shares; 2025Q1: 16,015 shares; 2025Q2: 29,326 shares; 2025Q3: 30,376 shares 30,376 $1.61M 0.01% +1,050 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,855 shares; 2025Q3: 49,035 shares 49,035 $1.61M 0.01% +7,180 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,801 shares; 2024Q4: 24,853 shares; 2025Q1: 24,640 shares; 2025Q2: 23,365 shares; 2025Q3: 22,037 shares 22,037 $1.59M 0.01% -1,328 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 8,564 shares; 2025Q1: 6,495 shares; 2025Q2: 12,826 shares; 2025Q3: 17,124 shares 17,124 $1.59M 0.01% +4,298 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,804 shares; 2024Q4: 28,299 shares; 2025Q1: 26,925 shares; 2025Q2: 27,106 shares; 2025Q3: 30,532 shares 30,532 $1.59M 0.01% +3,426 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,784 shares; 2024Q4: 27,505 shares; 2025Q1: 21,019 shares; 2025Q2: 22,265 shares; 2025Q3: 22,784 shares 22,784 $1.59M 0.01% +519 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,788 shares; 2025Q1: 5,402 shares; 2025Q2: 8,481 shares; 2025Q3: 11,481 shares 11,481 $1.58M 0.01% +3,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,271 shares; 2025Q1: 4,826 shares; 2025Q2: 4,300 shares; 2025Q3: 3,259 shares 3,259 $1.58M 0.01% -1,041 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,420 shares; 2024Q4: 31,375 shares; 2025Q1: 42,576 shares; 2025Q2: 58,157 shares; 2025Q3: 78,362 shares 78,362 $1.57M 0.01% +20,205 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 3,714 shares; 2025Q1: 5,547 shares; 2025Q2: 7,007 shares; 2025Q3: 8,836 shares 8,836 $1.57M 0.01% +1,829 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 22,447 shares; 2025Q1: 31,266 shares; 2025Q2: 28,381 shares; 2025Q3: 37,166 shares 37,166 $1.56M 0.01% +8,785 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,103 shares; 2024Q4: 459,382 shares; 2025Q1: 479,574 shares; 2025Q2: 507,027 shares; 2025Q3: 580,764 shares 580,764 $1.56M 0.01% +73,737 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,720 shares; 2024Q4: 20,810 shares; 2025Q1: 20,885 shares; 2025Q2: 18,587 shares; 2025Q3: 18,665 shares 18,665 $1.56M 0.01% +78 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 20,098 shares; 2025Q1: 28,594 shares; 2025Q2: 35,244 shares; 2025Q3: 33,822 shares 33,822 $1.55M 0.01% -1,422 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,681 shares; 2025Q1: not reported; 2025Q2: 11,884 shares; 2025Q3: 32,478 shares 32,478 $1.55M 0.01% +20,594 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,391 shares; 2025Q3: 60,239 shares 60,239 $1.54M 0.01% +24,848 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,419 shares; 2024Q4: 35,630 shares; 2025Q1: 32,163 shares; 2025Q2: 35,658 shares; 2025Q3: 17,113 shares 17,113 $1.53M 0.01% -18,545 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,754 shares; 2025Q1: 1,809 shares; 2025Q2: 2,119 shares; 2025Q3: 2,244 shares 2,244 $1.53M 0.01% +125 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,561 shares; 2024Q4: 32,283 shares; 2025Q1: 24,240 shares; 2025Q2: 24,981 shares; 2025Q3: 43,772 shares 43,772 $1.53M 0.01% +18,791 Timeline EWK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,297 shares; 2024Q4: 75,297 shares; 2025Q1: 78,097 shares; 2025Q2: 65,797 shares; 2025Q3: 65,797 shares 65,797 $1.53M 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,492 shares; 2025Q1: 6,370 shares; 2025Q2: 7,191 shares; 2025Q3: 8,037 shares 8,037 $1.52M 0.01% +846 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 1,313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,822 shares 4,822 $1.52M 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,604 shares; 2024Q4: 15,851 shares; 2025Q1: 19,095 shares; 2025Q2: 23,943 shares; 2025Q3: 32,165 shares 32,165 $1.52M 0.01% +8,222 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 12,969 shares; 2025Q1: 13,652 shares; 2025Q2: 16,458 shares; 2025Q3: 30,001 shares 30,001 $1.52M 0.01% +13,543 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,631 shares; 2025Q1: 8,661 shares; 2025Q2: 14,567 shares; 2025Q3: 17,163 shares 17,163 $1.51M 0.01% +2,596 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 27,023 shares; 2025Q1: 44,527 shares; 2025Q2: 56,320 shares; 2025Q3: 58,261 shares 58,261 $1.51M 0.01% +1,941 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,713 shares; 2024Q4: 35,278 shares; 2025Q1: 46,116 shares; 2025Q2: 43,471 shares; 2025Q3: 37,090 shares 37,090 $1.5M 0.01% -6,381 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares; 2025Q3: 2,089 shares 2,089 $1.5M 0.01% -2,751 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,224 shares; 2024Q4: 70,267 shares; 2025Q1: 74,110 shares; 2025Q2: 63,906 shares; 2025Q3: 61,525 shares 61,525 $1.49M 0.01% -2,381 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 291 shares; 2025Q1: 316 shares; 2025Q2: 362 shares; 2025Q3: 347 shares 347 $1.49M 0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,386 shares; 2025Q1: 33,745 shares; 2025Q2: 37,062 shares; 2025Q3: 41,817 shares 41,817 $1.48M 0.01% +4,755 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,471 shares; 2024Q4: 65,192 shares; 2025Q1: 74,988 shares; 2025Q2: 78,467 shares; 2025Q3: 81,905 shares 81,905 $1.47M 0.01% +3,438 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,428 shares; 2024Q4: 46,389 shares; 2025Q1: 35,958 shares; 2025Q2: 31,009 shares; 2025Q3: 30,406 shares 30,406 $1.47M 0.01% -603 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 21,428 shares; 2025Q1: 17,828 shares; 2025Q2: 15,645 shares; 2025Q3: 14,645 shares 14,645 $1.47M 0.01% -1,000 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,921 shares; 2024Q4: 19,921 shares; 2025Q1: 33,310 shares; 2025Q2: 33,480 shares; 2025Q3: 38,058 shares 38,058 $1.46M 0.01% +4,578 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,373 shares; 2025Q1: 1,793 shares; 2025Q2: 2,140 shares; 2025Q3: 2,567 shares 2,567 $1.46M 0.01% +427 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,307 shares; 2025Q3: 4,215 shares 4,215 $1.46M 0.01% -92 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,380 shares; 2024Q4: 57,853 shares; 2025Q1: 62,156 shares; 2025Q2: 58,806 shares; 2025Q3: 58,273 shares 58,273 $1.45M 0.01% -533 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,871 shares; 2024Q4: 12,019 shares; 2025Q1: 12,894 shares; 2025Q2: 13,345 shares; 2025Q3: 16,145 shares 16,145 $1.45M 0.01% +2,800 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,192 shares; 2025Q1: 4,527 shares; 2025Q2: 11,572 shares; 2025Q3: 9,916 shares 9,916 $1.44M 0.01% -1,656 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,652 shares; 2024Q4: 24,531 shares; 2025Q1: 34,568 shares; 2025Q2: 27,978 shares; 2025Q3: 28,263 shares 28,263 $1.44M 0.01% +285 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,849 shares 56,849 $1.44M 0.01% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 4,049 shares; 2025Q1: not reported; 2025Q2: 1,626 shares; 2025Q3: 10,809 shares 10,809 $1.43M 0.01% +9,183 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 4,469 shares 4,469 $1.43M 0.01% +3,210 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 11,137 shares; 2025Q1: 12,070 shares; 2025Q2: 13,678 shares; 2025Q3: 17,839 shares 17,839 $1.43M 0.01% +4,161 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,033 shares; 2024Q4: 51,824 shares; 2025Q1: 58,374 shares; 2025Q2: 69,044 shares; 2025Q3: 74,814 shares 74,814 $1.42M 0.01% +5,770 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,606 shares; 2025Q1: 1,632 shares; 2025Q2: 1,663 shares; 2025Q3: 1,960 shares 1,960 $1.41M 0.01% +297 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,501 shares; 2025Q1: 46,575 shares; 2025Q2: 32,676 shares; 2025Q3: 39,922 shares 39,922 $1.4M 0.01% +7,246 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,676 shares; 2024Q4: 28,261 shares; 2025Q1: 29,490 shares; 2025Q2: 32,051 shares; 2025Q3: 31,862 shares 31,862 $1.4M 0.01% -189 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 15,147 shares; 2025Q1: 14,811 shares; 2025Q2: 15,159 shares; 2025Q3: 15,235 shares 15,235 $1.39M 0.01% +76 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,659 shares; 2024Q4: 23,163 shares; 2025Q1: 15,972 shares; 2025Q2: 15,477 shares; 2025Q3: 10,331 shares 10,331 $1.38M 0.01% -5,146 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 13,108 shares; 2025Q1: 4,611 shares; 2025Q2: 6,984 shares; 2025Q3: 7,045 shares 7,045 $1.38M 0.01% +61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 6,819 shares; 2025Q1: 8,655 shares; 2025Q2: 6,798 shares; 2025Q3: 6,684 shares 6,684 $1.36M 0.01% -114 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,543 shares; 2024Q4: 37,574 shares; 2025Q1: 47,944 shares; 2025Q2: 38,237 shares; 2025Q3: 38,395 shares 38,395 $1.36M 0.01% +158 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,073 shares; 2024Q4: 21,079 shares; 2025Q1: 19,251 shares; 2025Q2: 21,744 shares; 2025Q3: 19,864 shares 19,864 $1.36M 0.01% -1,880 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,299 shares; 2025Q1: 3,666 shares; 2025Q2: 4,940 shares; 2025Q3: 4,681 shares 4,681 $1.35M 0.01% -259 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,331 shares; 2024Q4: 73,354 shares; 2025Q1: 90,512 shares; 2025Q2: 146,851 shares; 2025Q3: 174,851 shares 174,851 $1.35M 0.01% +28,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,897 shares; 2024Q4: 13,105 shares; 2025Q1: 12,712 shares; 2025Q2: 13,567 shares; 2025Q3: 13,526 shares 13,526 $1.35M 0.01% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,874 shares; 2024Q4: 21,678 shares; 2025Q1: 20,952 shares; 2025Q2: 24,093 shares; 2025Q3: 23,634 shares 23,634 $1.34M 0.01% -459 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 6,214 shares; 2025Q1: 5,549 shares; 2025Q2: 5,580 shares; 2025Q3: 6,247 shares 6,247 $1.34M 0.01% +667 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,404 shares; 2024Q4: 39,226 shares; 2025Q1: 38,734 shares; 2025Q2: 36,353 shares; 2025Q3: 30,346 shares 30,346 $1.34M 0.01% -6,007 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,124 shares; 2024Q4: 17,586 shares; 2025Q1: 19,376 shares; 2025Q2: 19,246 shares; 2025Q3: 20,056 shares 20,056 $1.34M 0.01% +810 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,796 shares; 2025Q3: 27,112 shares 27,112 $1.34M 0.01% +316 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,554 shares; 2024Q4: 43,763 shares; 2025Q1: 53,931 shares; 2025Q2: 57,372 shares; 2025Q3: 55,366 shares 55,366 $1.33M 0.01% -2,006 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,901 shares; 2025Q2: 7,982 shares; 2025Q3: 8,209 shares 8,209 $1.33M 0.01% +227 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,666 shares; 2024Q4: 17,400 shares; 2025Q1: 19,038 shares; 2025Q2: 20,334 shares; 2025Q3: 20,899 shares 20,899 $1.32M 0.01% +565 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,895 shares; 2025Q2: 74,525 shares; 2025Q3: 68,417 shares 68,417 $1.32M 0.01% -6,108 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,996 shares; 2025Q2: 6,716 shares; 2025Q3: 9,045 shares 9,045 $1.32M 0.01% +2,329 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,669 shares; 2025Q2: 16,375 shares; 2025Q3: 25,093 shares 25,093 $1.32M 0.01% +8,718 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 40,657 shares; 2025Q1: 51,956 shares; 2025Q2: 48,802 shares; 2025Q3: 44,926 shares 44,926 $1.31M 0.01% -3,876 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 8,959 shares; 2025Q1: 11,773 shares; 2025Q2: 15,763 shares; 2025Q3: 19,881 shares 19,881 $1.3M 0.01% +4,118 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,886 shares; 2024Q4: 37,073 shares; 2025Q1: 40,488 shares; 2025Q2: 37,965 shares; 2025Q3: 37,954 shares 37,954 $1.3M 0.01% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,732 shares; 2025Q1: 6,871 shares; 2025Q2: 16,124 shares; 2025Q3: 22,714 shares 22,714 $1.29M 0.01% +6,590 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 4,848 shares; 2025Q1: 4,078 shares; 2025Q2: 4,488 shares; 2025Q3: 4,776 shares 4,776 $1.29M 0.01% +288 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,107 shares; 2025Q1: 14,192 shares; 2025Q2: 25,536 shares; 2025Q3: 25,354 shares 25,354 $1.29M 0.01% -182 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 14,236 shares; 2025Q1: 36,505 shares; 2025Q2: 31,996 shares; 2025Q3: 26,608 shares 26,608 $1.29M 0.01% -5,388 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 11,329 shares; 2025Q1: 10,705 shares; 2025Q2: 11,609 shares; 2025Q3: 13,550 shares 13,550 $1.28M 0.01% +1,941 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,716 shares; 2024Q4: 25,144 shares; 2025Q1: 26,964 shares; 2025Q2: 23,124 shares; 2025Q3: 23,391 shares 23,391 $1.28M 0.01% +267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,859 shares; 2025Q1: 31,494 shares; 2025Q2: 41,968 shares; 2025Q3: 59,856 shares 59,856 $1.28M 0.01% +17,888 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,203 shares; 2024Q4: 96,396 shares; 2025Q1: 104,274 shares; 2025Q2: 94,043 shares; 2025Q3: 84,960 shares 84,960 $1.27M 0.01% -9,083 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,273 shares; 2024Q4: 41,409 shares; 2025Q1: 46,069 shares; 2025Q2: 49,476 shares; 2025Q3: 53,542 shares 53,542 $1.27M 0.01% +4,066 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 21,264 shares; 2025Q1: 18,664 shares; 2025Q2: 20,042 shares; 2025Q3: 17,516 shares 17,516 $1.27M 0.01% -2,526 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,310 shares; 2024Q4: 47,686 shares; 2025Q1: 46,861 shares; 2025Q2: 53,422 shares; 2025Q3: 51,324 shares 51,324 $1.26M 0.01% -2,098 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,617 shares; 2024Q4: 23,243 shares; 2025Q1: 10,211 shares; 2025Q2: 12,805 shares; 2025Q3: 15,951 shares 15,951 $1.26M 0.01% +3,146 Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,528 shares; 2024Q4: 18,528 shares; 2025Q1: 18,528 shares; 2025Q2: 17,428 shares; 2025Q3: 17,428 shares 17,428 $1.26M 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,468 shares; 2025Q1: 3,626 shares; 2025Q2: 4,286 shares; 2025Q3: 4,496 shares 4,496 $1.26M 0.01% +210 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 7,973 shares; 2025Q1: 7,428 shares; 2025Q2: 8,270 shares; 2025Q3: 5,300 shares 5,300 $1.25M 0.01% -2,970 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 7,015 shares; 2025Q1: 8,968 shares; 2025Q2: 11,354 shares; 2025Q3: 14,264 shares 14,264 $1.25M 0.01% +2,910 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 15,300 shares; 2025Q1: 16,900 shares; 2025Q2: 17,700 shares; 2025Q3: 18,500 shares 18,500 $1.25M 0.01% +800 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,599 shares; 2025Q2: 26,660 shares; 2025Q3: 32,581 shares 32,581 $1.24M 0.01% +5,921 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,515 shares; 2025Q1: 21,705 shares; 2025Q2: 21,256 shares; 2025Q3: 25,087 shares 25,087 $1.24M 0.01% +3,831 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,844 shares; 2024Q4: 34,431 shares; 2025Q1: 34,698 shares; 2025Q2: 33,079 shares; 2025Q3: 34,512 shares 34,512 $1.24M 0.01% +1,433 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 12,237 shares; 2025Q1: 9,509 shares; 2025Q2: 12,908 shares; 2025Q3: 20,161 shares 20,161 $1.23M 0.01% +7,253 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,218 shares; 2025Q3: 57,884 shares 57,884 $1.23M 0.01% +34,666 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,198 shares; 2024Q4: 76,915 shares; 2025Q1: 85,311 shares; 2025Q2: 102,561 shares; 2025Q3: 114,016 shares 114,016 $1.23M 0.01% +11,455 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,718 shares; 2025Q2: 30,198 shares; 2025Q3: 36,472 shares 36,472 $1.23M 0.01% +6,274 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,700 shares; 2025Q2: 12,430 shares; 2025Q3: 30,173 shares 30,173 $1.22M 0.01% +17,743 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 10,940 shares; 2025Q1: 11,649 shares; 2025Q2: 15,787 shares; 2025Q3: 15,230 shares 15,230 $1.21M 0.01% -557 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 6,777 shares; 2025Q1: 10,630 shares; 2025Q2: 18,529 shares; 2025Q3: 22,211 shares 22,211 $1.2M 0.01% +3,682 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: 11,061 shares; 2025Q3: 12,477 shares 12,477 $1.2M 0.01% +1,416 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,314 shares; 2025Q2: 60,814 shares; 2025Q3: 82,279 shares 82,279 $1.2M 0.01% +21,465 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,169 shares; 2024Q4: 40,547 shares; 2025Q1: 53,882 shares; 2025Q2: 63,507 shares; 2025Q3: 62,267 shares 62,267 $1.2M 0.01% -1,240 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,637 shares; 2024Q4: 60,637 shares; 2025Q1: 47,837 shares; 2025Q2: 40,237 shares; 2025Q3: 38,537 shares 38,537 $1.19M 0.01% -1,700 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 12,878 shares; 2025Q1: 13,920 shares; 2025Q2: 16,820 shares; 2025Q3: 24,414 shares 24,414 $1.18M 0.01% +7,594 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 7,975 shares; 2025Q1: 9,878 shares; 2025Q2: 9,304 shares; 2025Q3: 10,234 shares 10,234 $1.17M 0.01% +930 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,805 shares; 2025Q1: 5,684 shares; 2025Q2: 7,560 shares; 2025Q3: 8,395 shares 8,395 $1.17M 0.01% +835 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,330 shares; 2025Q1: 2,617 shares; 2025Q2: 4,555 shares; 2025Q3: 4,472 shares 4,472 $1.16M 0.01% -83 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,869 shares; 2025Q1: 2,323 shares; 2025Q2: 3,236 shares; 2025Q3: 3,759 shares 3,759 $1.16M 0.01% +523 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 5,472 shares; 2025Q1: 5,556 shares; 2025Q2: 6,122 shares; 2025Q3: 6,054 shares 6,054 $1.16M 0.01% -68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,840 shares; 2025Q2: 7,647 shares; 2025Q3: 8,113 shares 8,113 $1.16M 0.01% +466 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,716 shares; 2024Q4: 89,364 shares; 2025Q1: 49,841 shares; 2025Q2: 45,702 shares; 2025Q3: 45,643 shares 45,643 $1.16M 0.01% -59 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 7,836 shares; 2025Q3: 8,267 shares 8,267 $1.15M 0.01% +431 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,536 shares; 2024Q4: 23,456 shares; 2025Q1: 20,051 shares; 2025Q2: 18,214 shares; 2025Q3: 18,538 shares 18,538 $1.13M 0.01% +324 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,077 shares 30,077 $1.13M 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,990 shares; 2025Q1: 1,771 shares; 2025Q2: 2,793 shares; 2025Q3: 3,223 shares 3,223 $1.13M 0.01% +430 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,687 shares; 2024Q4: 65,533 shares; 2025Q1: 23,173 shares; 2025Q2: 11,849 shares; 2025Q3: 13,256 shares 13,256 $1.12M 0.01% +1,407 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,149 shares; 2025Q3: 6,689 shares 6,689 $1.12M 0.01% -4,460 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 9,091 shares; 2025Q1: 9,091 shares; 2025Q2: 8,918 shares; 2025Q3: 8,918 shares 8,918 $1.12M 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 19,446 shares; 2025Q1: 16,872 shares; 2025Q2: 17,469 shares; 2025Q3: 18,973 shares 18,973 $1.12M 0.01% +1,504 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,851 shares 45,851 $1.12M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,604 shares; 2024Q4: 110,232 shares; 2025Q1: 82,368 shares; 2025Q2: 40,271 shares; 2025Q3: 26,293 shares 26,293 $1.11M 0.01% -13,978 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 6,741 shares; 2025Q1: 7,499 shares; 2025Q2: 9,331 shares; 2025Q3: 10,209 shares 10,209 $1.11M 0.01% +878 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 12,394 shares; 2025Q1: 13,455 shares; 2025Q2: 15,327 shares; 2025Q3: 17,754 shares 17,754 $1.11M 0.01% +2,427 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,142 shares; 2025Q2: 41,228 shares; 2025Q3: 105,785 shares 105,785 $1.11M 0.01% +64,557 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 7,265 shares; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 6,335 shares 6,335 $1.11M 0.01% +3,257 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,090 shares; 2025Q1: 3,507 shares; 2025Q2: 3,828 shares; 2025Q3: 6,200 shares 6,200 $1.1M 0.01% +2,372 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,178 shares; 2025Q3: 35,795 shares 35,795 $1.1M 0.01% +16,617 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,158 shares; 2024Q4: 15,664 shares; 2025Q1: 14,015 shares; 2025Q2: 14,241 shares; 2025Q3: 12,131 shares 12,131 $1.1M 0.01% -2,110 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 4,738 shares; 2025Q1: 4,993 shares; 2025Q2: 9,301 shares; 2025Q3: 7,723 shares 7,723 $1.09M 0.01% -1,578 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,919 shares; 2024Q4: 23,158 shares; 2025Q1: 22,468 shares; 2025Q2: 24,431 shares; 2025Q3: 27,906 shares 27,906 $1.09M 0.01% +3,475 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 8,799 shares; 2025Q1: 8,671 shares; 2025Q2: 9,205 shares; 2025Q3: 9,668 shares 9,668 $1.08M 0.01% +463 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 11,863 shares; 2025Q1: 11,666 shares; 2025Q2: 30,551 shares; 2025Q3: 10,292 shares 10,292 $1.08M 0.01% -20,259 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,036 shares 16,036 $1.07M 0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 11,898 shares; 2025Q1: 7,904 shares; 2025Q2: 7,894 shares; 2025Q3: 7,875 shares 7,875 $1.07M 0.01% -19 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,010 shares; 2025Q1: 13,548 shares; 2025Q2: 31,019 shares; 2025Q3: 35,648 shares 35,648 $1.06M 0.01% +4,629 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 25,905 shares; 2025Q1: 25,686 shares; 2025Q2: 26,090 shares; 2025Q3: 25,683 shares 25,683 $1.06M 0.01% -407 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,248 shares; 2024Q4: 65,113 shares; 2025Q1: 64,459 shares; 2025Q2: 85,878 shares; 2025Q3: 77,798 shares 77,798 $1.05M 0.01% -8,080 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,683 shares; 2024Q4: 31,187 shares; 2025Q1: 34,783 shares; 2025Q2: 40,166 shares; 2025Q3: 42,059 shares 42,059 $1.05M 0.01% +1,893 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,248 shares 6,248 $1.05M 0.01% +152 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 7,346 shares 7,346 $1.05M 0.01% +127 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 5,160 shares; 2025Q1: 4,302 shares; 2025Q2: 5,060 shares; 2025Q3: 5,840 shares 5,840 $1.04M 0.01% +780 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,333 shares; 2025Q2: 18,045 shares; 2025Q3: 22,268 shares 22,268 $1.04M 0.01% +4,223 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,524 shares; 2024Q4: 15,166 shares; 2025Q1: 15,021 shares; 2025Q2: 15,858 shares; 2025Q3: 15,302 shares 15,302 $1.03M 0.01% -556 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,713 shares; 2024Q4: 17,799 shares; 2025Q1: 17,096 shares; 2025Q2: 18,058 shares; 2025Q3: 18,464 shares 18,464 $1.02M 0.01% +406 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,307 shares; 2024Q4: 31,758 shares; 2025Q1: 33,211 shares; 2025Q2: 39,375 shares; 2025Q3: 22,971 shares 22,971 $1.01M 0.01% -16,404 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,737 shares; 2025Q1: 2,152 shares; 2025Q2: 2,237 shares; 2025Q3: 2,560 shares 2,560 $1M 0.01% +323 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,197 shares; 2024Q4: 13,683 shares; 2025Q1: 18,540 shares; 2025Q2: 22,685 shares; 2025Q3: 24,635 shares 24,635 $1M 0.01% +1,950 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,684 shares; 2024Q4: 65,079 shares; 2025Q1: 61,113 shares; 2025Q2: 59,948 shares; 2025Q3: 44,026 shares 44,026 $1M 0.01% -15,922 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 3,517 shares; 2025Q3: 8,457 shares 8,457 $998K 0.01% +4,940 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 6,503 shares; 2025Q1: 6,282 shares; 2025Q2: 6,361 shares; 2025Q3: 6,152 shares 6,152 $996K 0.01% -209 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,131 shares; 2024Q4: 17,450 shares; 2025Q1: 19,404 shares; 2025Q2: 23,636 shares; 2025Q3: 26,601 shares 26,601 $995K 0.01% +2,965 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,671 shares; 2025Q1: 17,128 shares; 2025Q2: 20,056 shares; 2025Q3: 23,613 shares 23,613 $989K 0.01% +3,557 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 6,459 shares; 2025Q1: 6,387 shares; 2025Q2: 6,881 shares; 2025Q3: 8,606 shares 8,606 $986K 0.01% +1,725 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,843 shares; 2024Q4: 22,046 shares; 2025Q1: 16,541 shares; 2025Q2: 18,341 shares; 2025Q3: 18,854 shares 18,854 $982K 0.01% +513 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,087 shares; 2025Q1: 1,164 shares; 2025Q2: 2,376 shares; 2025Q3: 2,322 shares 2,322 $980K 0.01% -54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,818 shares; 2024Q4: 34,831 shares; 2025Q1: 39,068 shares; 2025Q2: 44,336 shares; 2025Q3: 46,505 shares 46,505 $977K 0.01% +2,169 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,199 shares; 2024Q4: 20,323 shares; 2025Q1: 16,329 shares; 2025Q2: 13,990 shares; 2025Q3: 14,246 shares 14,246 $972K 0.01% +256 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,306 shares; 2025Q2: 8,508 shares; 2025Q3: 9,528 shares 9,528 $971K 0.01% +1,020 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,772 shares; 2025Q3: 5,128 shares 5,128 $969K 0.01% +356 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,502 shares 39,502 $960K 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,346 shares; 2025Q1: 1,716 shares; 2025Q2: 2,177 shares; 2025Q3: 5,902 shares 5,902 $957K 0.01% +3,725 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,294 shares; 2024Q4: 11,793 shares; 2025Q1: 11,997 shares; 2025Q2: 12,260 shares; 2025Q3: 12,033 shares 12,033 $957K 0.01% -227 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,373 shares; 2024Q4: 57,648 shares; 2025Q1: 52,959 shares; 2025Q2: 29,820 shares; 2025Q3: 19,453 shares 19,453 $953K 0.01% -10,367 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 15,894 shares; 2025Q1: 18,647 shares; 2025Q2: 19,230 shares; 2025Q3: 19,326 shares 19,326 $953K 0.01% +96 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,116 shares; 2025Q1: 11,080 shares; 2025Q2: 10,351 shares; 2025Q3: 12,112 shares 12,112 $949K 0.01% +1,761 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 22,044 shares; 2025Q1: 20,462 shares; 2025Q2: 21,048 shares; 2025Q3: 21,265 shares 21,265 $948K 0.01% +217 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,290 shares; 2025Q3: 15,418 shares 15,418 $946K 0.01% +10,128 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,460 shares; 2024Q4: 16,725 shares; 2025Q1: 13,889 shares; 2025Q2: 13,674 shares; 2025Q3: 54,560 shares 54,560 $942K 0.01% +40,886 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,253 shares; 2024Q4: 7,467 shares; 2025Q1: 7,803 shares; 2025Q2: 7,957 shares; 2025Q3: 7,867 shares 7,867 $940K 0.01% -90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,787 shares; 2025Q1: 5,951 shares; 2025Q2: 6,152 shares; 2025Q3: 6,206 shares 6,206 $936K 0.01% +54 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,310 shares; 2024Q4: 53,573 shares; 2025Q1: 57,860 shares; 2025Q2: 50,853 shares; 2025Q3: 39,983 shares 39,983 $918K 0.01% -10,870 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 29,612 shares; 2025Q1: 29,645 shares; 2025Q2: 27,644 shares; 2025Q3: 26,076 shares 26,076 $914K 0.01% -1,568 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 7,872 shares; 2025Q1: 7,766 shares; 2025Q2: 8,134 shares; 2025Q3: 7,338 shares 7,338 $912K 0.01% -796 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,915 shares; 2024Q4: 29,270 shares; 2025Q1: 30,212 shares; 2025Q2: 33,659 shares; 2025Q3: 35,003 shares 35,003 $910K 0.01% +1,344 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,427 shares; 2025Q1: 6,180 shares; 2025Q2: 12,594 shares; 2025Q3: 17,951 shares 17,951 $910K 0.01% +5,357 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,987 shares; 2024Q4: 12,856 shares; 2025Q1: 10,855 shares; 2025Q2: 10,573 shares; 2025Q3: 9,364 shares 9,364 $903K 0.01% -1,209 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,017 shares; 2024Q4: 39,527 shares; 2025Q1: 27,705 shares; 2025Q2: 30,950 shares; 2025Q3: 19,069 shares 19,069 $901K 0.01% -11,881 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,968 shares; 2024Q4: 17,782 shares; 2025Q1: 15,967 shares; 2025Q2: 15,629 shares; 2025Q3: 16,905 shares 16,905 $901K 0.01% +1,276 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,454 shares; 2025Q1: 8,271 shares; 2025Q2: 8,134 shares; 2025Q3: 8,180 shares 8,180 $899K 0.01% +46 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,587 shares; 2025Q1: 13,874 shares; 2025Q2: 12,824 shares; 2025Q3: 14,970 shares 14,970 $890K 0.01% +2,146 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,423 shares; 2025Q3: 24,327 shares 24,327 $889K 0.01% +9,904 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,570 shares; 2025Q1: 2,715 shares; 2025Q2: 4,629 shares; 2025Q3: 5,272 shares 5,272 $889K 0.01% +643 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,050 shares 35,050 $883K 0.01% new DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,513 shares; 2025Q3: 12,013 shares 12,013 $879K 0.01% +2,500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,663 shares; 2025Q1: 5,551 shares; 2025Q2: 20,116 shares; 2025Q3: 25,101 shares 25,101 $878K 0.01% +4,985 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,600 shares; 2024Q4: 44,005 shares; 2025Q1: 42,005 shares; 2025Q2: 30,705 shares; 2025Q3: 30,705 shares 30,705 $876K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 13,341 shares; 2025Q1: 12,651 shares; 2025Q2: 13,223 shares; 2025Q3: 13,338 shares 13,338 $874K 0.01% +115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,972 shares; 2024Q4: 30,912 shares; 2025Q1: 31,410 shares; 2025Q2: 29,255 shares; 2025Q3: 29,255 shares 29,255 $867K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,946 shares; 2024Q4: 5,349 shares; 2025Q1: 9,110 shares; 2025Q2: 8,060 shares; 2025Q3: 9,953 shares 9,953 $864K 0.01% +1,893 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: 6,938 shares 6,938 $859K 0.01% +3,404 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 5,147 shares; 2025Q1: 6,410 shares; 2025Q2: 6,221 shares; 2025Q3: 6,772 shares 6,772 $858K 0.01% +551 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,201 shares; 2025Q1: 3,014 shares; 2025Q2: 3,729 shares; 2025Q3: 3,759 shares 3,759 $856K 0.01% +30 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 17,219 shares; 2025Q1: 18,634 shares; 2025Q2: 18,635 shares; 2025Q3: 18,626 shares 18,626 $856K 0.01% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 11,443 shares; 2025Q1: 13,120 shares; 2025Q2: 17,544 shares; 2025Q3: 18,685 shares 18,685 $854K 0.01% +1,141 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,234 shares; 2025Q3: 21,882 shares 21,882 $852K 0.01% +6,648 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 25,953 shares; 2025Q1: 30,501 shares; 2025Q2: 34,147 shares; 2025Q3: 36,530 shares 36,530 $850K 0.01% +2,383 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 16,367 shares; 2025Q1: 16,743 shares; 2025Q2: 16,759 shares; 2025Q3: 16,607 shares 16,607 $845K 0.01% -152 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,545 shares; 2025Q1: 1,742 shares; 2025Q2: 1,724 shares; 2025Q3: 1,998 shares 1,998 $844K 0.01% +274 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,768 shares; 2024Q4: 17,845 shares; 2025Q1: 18,414 shares; 2025Q2: 18,709 shares; 2025Q3: 18,718 shares 18,718 $842K 0.01% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,904 shares; 2025Q1: 9,369 shares; 2025Q2: 11,893 shares; 2025Q3: 13,353 shares 13,353 $842K 0.01% +1,460 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 9,538 shares; 2025Q1: 10,476 shares; 2025Q2: 9,840 shares; 2025Q3: 8,974 shares 8,974 $836K 0.01% -866 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,429 shares 16,429 $834K 0.01% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,447 shares 12,447 $833K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6,086 shares; 2025Q1: 6,754 shares; 2025Q2: 12,335 shares; 2025Q3: 12,573 shares 12,573 $830K 0.01% +238 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 427 shares; 2025Q1: 537 shares; 2025Q2: 685 shares; 2025Q3: 901 shares 901 $829K 0.01% +216 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 7,908 shares; 2025Q1: 11,104 shares; 2025Q2: 19,973 shares; 2025Q3: 21,700 shares 21,700 $829K 0.01% +1,727 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,369 shares; 2025Q3: 6,424 shares 6,424 $827K 0.01% +55 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 26,468 shares; 2025Q1: 31,873 shares; 2025Q2: 35,866 shares; 2025Q3: 40,773 shares 40,773 $824K 0.01% +4,907 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 29,697 shares; 2025Q1: 30,175 shares; 2025Q2: 34,280 shares; 2025Q3: 35,652 shares 35,652 $824K 0.01% +1,372 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,081 shares; 2024Q4: 56,799 shares; 2025Q1: 100,465 shares; 2025Q2: 24,019 shares; 2025Q3: 20,697 shares 20,697 $820K 0.01% -3,322 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,714 shares; 2025Q3: 12,187 shares 12,187 $817K 0.01% +4,473 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,332 shares; 2025Q3: 2,412 shares 2,412 $814K 0.01% +80 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,419 shares; 2025Q1: 1,397 shares; 2025Q2: 1,366 shares; 2025Q3: 1,439 shares 1,439 $813K 0.01% +73 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,845 shares; 2024Q4: 5,349 shares; 2025Q1: 7,682 shares; 2025Q2: 7,859 shares; 2025Q3: 7,700 shares 7,700 $813K 0.01% -159 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,595 shares; 2025Q1: 1,480 shares; 2025Q2: 1,424 shares; 2025Q3: 1,484 shares 1,484 $811K 0.01% +60 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,995 shares; 2024Q4: 20,620 shares; 2025Q1: 16,145 shares; 2025Q2: 25,177 shares; 2025Q3: 41,755 shares 41,755 $809K 0.01% +16,578 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 4,087 shares; 2025Q1: 5,582 shares; 2025Q2: 5,813 shares; 2025Q3: 6,071 shares 6,071 $809K 0.01% +258 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,333 shares; 2024Q4: not reported; 2025Q1: 10,158 shares; 2025Q2: 25,790 shares; 2025Q3: 35,317 shares 35,317 $809K 0.01% +9,527 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: not reported; 2025Q1: 33,387 shares; 2025Q2: 46,377 shares; 2025Q3: 50,208 shares 50,208 $807K 0.01% +3,831 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,445 shares; 2024Q4: 25,453 shares; 2025Q1: 30,539 shares; 2025Q2: 31,628 shares; 2025Q3: 35,837 shares 35,837 $807K 0.01% +4,209 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,913 shares; 2024Q4: 13,926 shares; 2025Q1: 15,148 shares; 2025Q2: 17,971 shares; 2025Q3: 17,350 shares 17,350 $805K 0.01% -621 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,928 shares; 2025Q1: 10,093 shares; 2025Q2: 14,342 shares; 2025Q3: 15,837 shares 15,837 $804K 0.01% +1,495 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,483 shares; 2025Q1: 4,082 shares; 2025Q2: 4,443 shares; 2025Q3: 5,017 shares 5,017 $802K 0.01% +574 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,041 shares 15,041 $801K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,856 shares; 2025Q2: 10,893 shares; 2025Q3: 15,892 shares 15,892 $798K 0.01% +4,999 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,188 shares; 2024Q4: 40,386 shares; 2025Q1: 40,694 shares; 2025Q2: 37,579 shares; 2025Q3: 34,104 shares 34,104 $798K 0.01% -3,475 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,159 shares; 2025Q1: 3,467 shares; 2025Q2: 4,935 shares; 2025Q3: 4,911 shares 4,911 $798K 0.01% -24 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,035 shares; 2025Q3: 27,015 shares 27,015 $792K 0.01% +1,980 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,218 shares 1,218 $791K 0.01% -290 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,167 shares; 2024Q4: 7,221 shares; 2025Q1: 8,487 shares; 2025Q2: 8,487 shares; 2025Q3: 8,760 shares 8,760 $786K 0.01% +273 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,263 shares; 2024Q4: 23,961 shares; 2025Q1: 27,039 shares; 2025Q2: 18,912 shares; 2025Q3: 17,039 shares 17,039 $785K 0.01% -1,873 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,152 shares; 2025Q3: 16,093 shares 16,093 $785K 0.01% +11,941 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 20,156 shares; 2025Q1: 16,851 shares; 2025Q2: 17,042 shares; 2025Q3: 16,407 shares 16,407 $783K 0.01% -635 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,532 shares; 2025Q1: 1,543 shares; 2025Q2: 1,555 shares; 2025Q3: 1,560 shares 1,560 $778K 0.01% +5 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,215 shares; 2024Q4: 122,133 shares; 2025Q1: 42,977 shares; 2025Q2: 41,481 shares; 2025Q3: 40,157 shares 40,157 $777K 0.01% -1,324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,496 shares; 2025Q3: 13,778 shares 13,778 $777K 0.01% +4,282 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,630 shares; 2025Q1: 16,208 shares; 2025Q2: 15,216 shares; 2025Q3: 14,528 shares 14,528 $775K 0.01% -688 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,464 shares; 2024Q4: 107,586 shares; 2025Q1: 12,633 shares; 2025Q2: 11,556 shares; 2025Q3: 11,556 shares 11,556 $775K 0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,639 shares; 2024Q4: 41,515 shares; 2025Q1: 43,128 shares; 2025Q2: 48,243 shares; 2025Q3: 51,419 shares 51,419 $770K 0.01% +3,176 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 15,400 shares; 2025Q1: 15,276 shares; 2025Q2: 15,278 shares; 2025Q3: 13,678 shares 13,678 $769K 0.01% -1,600 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,729 shares; 2025Q1: 3,799 shares; 2025Q2: 5,264 shares; 2025Q3: 5,674 shares 5,674 $768K 0.01% +410 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 13,760 shares; 2025Q1: 23,417 shares; 2025Q2: 24,862 shares; 2025Q3: 25,560 shares 25,560 $768K 0.01% +698 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,590 shares; 2024Q4: 30,323 shares; 2025Q1: 26,941 shares; 2025Q2: 21,962 shares; 2025Q3: 21,269 shares 21,269 $767K 0.01% -693 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,747 shares; 2025Q3: 3,519 shares 3,519 $764K 0.01% +1,772 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,549 shares; 2025Q1: 2,999 shares; 2025Q2: 3,495 shares; 2025Q3: 3,786 shares 3,786 $763K 0.01% +291 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,865 shares; 2024Q4: 11,165 shares; 2025Q1: 11,215 shares; 2025Q2: 12,265 shares; 2025Q3: 12,281 shares 12,281 $763K 0.01% +16 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 5,950 shares; 2025Q1: 17,152 shares; 2025Q2: 15,981 shares; 2025Q3: 13,756 shares 13,756 $759K 0.01% -2,225 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,268 shares; 2024Q4: 33,259 shares; 2025Q1: 35,241 shares; 2025Q2: 33,453 shares; 2025Q3: 37,192 shares 37,192 $759K 0.01% +3,739 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,066 shares; 2024Q4: 48,962 shares; 2025Q1: 47,312 shares; 2025Q2: 67,068 shares; 2025Q3: 69,495 shares 69,495 $755K 0.01% +2,427 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,256 shares; 2025Q3: 13,923 shares 13,923 $755K 0.01% +3,667 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,659 shares 7,659 $754K 0.01% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares 1 $754K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,568 shares; 2025Q3: 30,835 shares 30,835 $752K 0.01% +3,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,041 shares; 2025Q1: 2,056 shares; 2025Q2: 2,210 shares; 2025Q3: 2,172 shares 2,172 $752K 0.01% -38 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,384 shares 29,384 $750K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,517 shares; 2025Q1: 4,707 shares; 2025Q2: 8,040 shares; 2025Q3: 6,002 shares 6,002 $740K 0.01% -2,038 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,963 shares; 2025Q1: 3,477 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares 4,056 $736K 0.01% 0 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,056 shares; 2025Q1: 8,191 shares; 2025Q2: 4,830 shares; 2025Q3: 6,289 shares 6,289 $734K 0.01% +1,459 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 16,207 shares; 2025Q1: 12,654 shares; 2025Q2: 12,104 shares; 2025Q3: 12,137 shares 12,137 $733K 0.01% +33 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,570 shares 6,570 $733K 0.01% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 6,973 shares; 2025Q1: 7,397 shares; 2025Q2: 8,279 shares; 2025Q3: 8,267 shares 8,267 $727K 0.01% -12 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,428 shares; 2025Q3: 13,791 shares 13,791 $721K 0.01% +4,363 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,871 shares; 2024Q4: 12,873 shares; 2025Q1: 12,958 shares; 2025Q2: 13,710 shares; 2025Q3: 8,310 shares 8,310 $721K 0.01% -5,400 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,248 shares; 2025Q1: 6,413 shares; 2025Q2: 5,298 shares; 2025Q3: 5,212 shares 5,212 $720K 0.01% -86 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,018 shares; 2024Q4: 54,308 shares; 2025Q1: 46,575 shares; 2025Q2: 45,962 shares; 2025Q3: 57,649 shares 57,649 $719K 0.01% +11,687 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,975 shares 8,975 $718K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,449 shares; 2025Q1: 7,138 shares; 2025Q2: 8,895 shares; 2025Q3: 10,612 shares 10,612 $718K 0.01% +1,717 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,103 shares; 2025Q1: 2,782 shares; 2025Q2: 2,685 shares; 2025Q3: 2,752 shares 2,752 $718K 0.01% +67 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,472 shares; 2025Q3: 25,802 shares 25,802 $717K 0.01% -1,670 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 748 shares; 2025Q1: 778 shares; 2025Q2: 759 shares; 2025Q3: 745 shares 745 $710K 0.01% -14 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,998 shares; 2024Q4: 15,243 shares; 2025Q1: 15,029 shares; 2025Q2: 15,070 shares; 2025Q3: 14,072 shares 14,072 $710K 0.01% -998 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,186 shares; 2025Q3: 29,022 shares 29,022 $708K 0.01% +836 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,349 shares; 2024Q4: 14,546 shares; 2025Q1: 14,645 shares; 2025Q2: 13,402 shares; 2025Q3: 13,941 shares 13,941 $704K 0.01% +539 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 6,177 shares; 2025Q1: 6,529 shares; 2025Q2: 8,830 shares; 2025Q3: 12,952 shares 12,952 $703K 0.01% +4,122 Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 34,382 shares; 2025Q1: 37,810 shares; 2025Q2: 39,267 shares; 2025Q3: 40,067 shares 40,067 $703K 0.01% +800 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,553 shares 13,553 $700K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 9,767 shares; 2025Q1: 10,385 shares; 2025Q2: 11,370 shares; 2025Q3: 12,324 shares 12,324 $699K 0.01% +954 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,657 shares 6,657 $694K 0.01% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,941 shares; 2025Q1: 6,887 shares; 2025Q2: 6,904 shares; 2025Q3: 6,973 shares 6,973 $693K 0.01% +69 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,617 shares 40,617 $693K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,932 shares; 2025Q3: 21,567 shares 21,567 $693K 0.01% +635 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,264 shares; 2024Q4: 5,554 shares; 2025Q1: 4,403 shares; 2025Q2: 7,051 shares; 2025Q3: 6,482 shares 6,482 $692K 0.01% -569 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,780 shares; 2024Q4: 25,622 shares; 2025Q1: 25,609 shares; 2025Q2: 38,048 shares; 2025Q3: 30,150 shares 30,150 $692K 0.01% -7,898 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,573 shares; 2025Q1: 8,624 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares 8,573 $690K 0.01% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,210 shares; 2025Q3: 14,524 shares 14,524 $690K 0.01% +4,314 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: not reported; 2025Q1: 8,856 shares; 2025Q2: not reported; 2025Q3: 5,502 shares 5,502 $685K 0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 4,830 shares; 2025Q1: 8,320 shares; 2025Q2: 8,769 shares; 2025Q3: 7,389 shares 7,389 $684K 0.01% -1,380 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,987 shares; 2025Q3: 22,115 shares 22,115 $683K 0.01% +4,128 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 7,991 shares; 2025Q1: 8,026 shares; 2025Q2: 8,138 shares; 2025Q3: 8,236 shares 8,236 $683K 0.01% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,497 shares; 2025Q1: 36,197 shares; 2025Q2: 35,697 shares; 2025Q3: 31,797 shares 31,797 $681K 0.01% -3,900 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,076 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000 $680K 0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 6,291 shares; 2025Q1: 6,362 shares; 2025Q2: 9,793 shares; 2025Q3: 9,819 shares 9,819 $678K <0.01% +26 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,470 shares; 2025Q1: 19,470 shares; 2025Q2: 19,470 shares; 2025Q3: 26,511 shares 26,511 $678K <0.01% +7,041 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,616 shares; 2025Q1: 3,549 shares; 2025Q2: 3,740 shares; 2025Q3: 3,915 shares 3,915 $676K <0.01% +175 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 18,339 shares; 2025Q1: 24,391 shares; 2025Q2: 30,732 shares; 2025Q3: 39,087 shares 39,087 $674K <0.01% +8,355 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,224 shares; 2024Q4: 43,589 shares; 2025Q1: 38,525 shares; 2025Q2: 31,090 shares; 2025Q3: 25,459 shares 25,459 $673K <0.01% -5,631 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 6,458 shares; 2025Q1: 5,694 shares; 2025Q2: 5,701 shares; 2025Q3: 5,907 shares 5,907 $669K <0.01% +206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 8,992 shares; 2025Q3: 9,092 shares 9,092 $668K <0.01% +100 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,205 shares; 2025Q2: 4,894 shares; 2025Q3: 13,178 shares 13,178 $668K <0.01% +8,284 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 19,367 shares; 2025Q1: 18,882 shares; 2025Q2: 15,669 shares; 2025Q3: 16,565 shares 16,565 $665K <0.01% +896 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 2,131 shares; 2025Q1: 2,168 shares; 2025Q2: 1,745 shares; 2025Q3: 1,679 shares 1,679 $665K <0.01% -66 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 15,430 shares; 2025Q1: 15,517 shares; 2025Q2: 14,670 shares; 2025Q3: 14,586 shares 14,586 $664K <0.01% -84 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 7,959 shares; 2025Q1: 7,600 shares; 2025Q2: 7,422 shares; 2025Q3: 6,505 shares 6,505 $663K <0.01% -917 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,755 shares 12,755 $662K <0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,211 shares; 2025Q1: 1,035 shares; 2025Q2: 1,159 shares; 2025Q3: 2,162 shares 2,162 $660K <0.01% +1,003 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 7,039 shares; 2025Q1: 9,750 shares; 2025Q2: 9,878 shares; 2025Q3: 10,373 shares 10,373 $660K <0.01% +495 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,877 shares; 2024Q4: 25,680 shares; 2025Q1: 21,947 shares; 2025Q2: 14,371 shares; 2025Q3: 13,712 shares 13,712 $656K <0.01% -659 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,148 shares; 2024Q4: 20,277 shares; 2025Q1: 32,794 shares; 2025Q2: 62,763 shares; 2025Q3: 66,611 shares 66,611 $652K <0.01% +3,848 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,410 shares; 2025Q1: 2,432 shares; 2025Q2: 3,126 shares; 2025Q3: 4,921 shares 4,921 $650K <0.01% +1,795 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,363 shares; 2024Q4: 33,363 shares; 2025Q1: 28,863 shares; 2025Q2: 24,763 shares; 2025Q3: 22,863 shares 22,863 $648K <0.01% -1,900 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 6,706 shares; 2025Q1: 7,155 shares; 2025Q2: 7,260 shares; 2025Q3: 8,450 shares 8,450 $647K <0.01% +1,190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,380 shares; 2024Q4: 15,180 shares; 2025Q1: 13,783 shares; 2025Q2: 14,876 shares; 2025Q3: 14,684 shares 14,684 $641K <0.01% -192 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,462 shares; 2024Q4: 5,602 shares; 2025Q1: 4,235 shares; 2025Q2: 5,519 shares; 2025Q3: 5,409 shares 5,409 $641K <0.01% -110 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 7,787 shares; 2025Q2: 3,509 shares; 2025Q3: 3,392 shares 3,392 $640K <0.01% -117 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,058 shares; 2025Q1: 5,771 shares; 2025Q2: 7,080 shares; 2025Q3: 7,237 shares 7,237 $640K <0.01% +157 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 575 shares; 2025Q1: 574 shares; 2025Q2: 586 shares; 2025Q3: 590 shares 590 $636K <0.01% +4 Timeline