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: 911 shares; 2024Q4: 678 shares; 2025Q1: 934 shares; 2025Q2: 1,119 shares; 2025Q3: 3,447 shares 3,447 $395K 0.01% +2,328 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,090 shares; 2024Q4: 33,306 shares; 2025Q1: 34,497 shares; 2025Q2: 16,584 shares; 2025Q3: 8,294 shares 8,294 $395K 0.01% -8,290 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 15,225 shares; 2025Q3: 7,816 shares 7,816 $394K 0.01% -7,409 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 11,523 shares; 2025Q1: 11,317 shares; 2025Q2: 11,633 shares; 2025Q3: 11,633 shares 11,633 $394K 0.01% 0 Timeline FVD 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: 29,996 shares; 2024Q4: 6,981 shares; 2025Q1: 6,626 shares; 2025Q2: 6,117 shares; 2025Q3: 8,483 shares 8,483 $392K 0.01% +2,366 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: 28,058 shares; 2024Q4: 13,233 shares; 2025Q1: 10,202 shares; 2025Q2: 11,254 shares; 2025Q3: 10,882 shares 10,882 $391K 0.01% -372 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 6,846 shares; 2025Q1: 5,417 shares; 2025Q2: 3,497 shares; 2025Q3: 3,762 shares 3,762 $390K 0.01% +265 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 4,589 shares; 2025Q1: 4,476 shares; 2025Q2: 5,036 shares; 2025Q3: 4,995 shares 4,995 $388K 0.01% -41 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 3,072 shares; 2025Q1: 1,808 shares; 2025Q2: 1,798 shares; 2025Q3: 2,708 shares 2,708 $387K 0.01% +910 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 3,968 shares; 2025Q1: 6,771 shares; 2025Q2: 9,492 shares; 2025Q3: 13,399 shares 13,399 $387K 0.01% +3,907 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 4,937 shares 4,937 $387K 0.01% +4,718 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: 668 shares; 2024Q4: 1,850 shares; 2025Q1: 4,057 shares; 2025Q2: 1,289 shares; 2025Q3: 1,263 shares 1,263 $386K 0.01% -26 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: 467 shares; 2024Q4: 1,870 shares; 2025Q1: 14,380 shares; 2025Q2: 23,264 shares; 2025Q3: 13,341 shares 13,341 $385K 0.01% -9,923 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,338 shares; 2025Q1: 1,163 shares; 2025Q2: 1,920 shares; 2025Q3: 1,785 shares 1,785 $385K 0.01% -135 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 1,888 shares; 2025Q1: 1,252 shares; 2025Q2: 1,201 shares; 2025Q3: 1,169 shares 1,169 $385K 0.01% -32 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,057 shares; 2025Q1: 1,309 shares; 2025Q2: 2,253 shares; 2025Q3: 2,276 shares 2,276 $383K 0.01% +23 Timeline SHV 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: 1,468 shares; 2024Q4: 1,543 shares; 2025Q1: 1,302 shares; 2025Q2: 3,685 shares; 2025Q3: 3,459 shares 3,459 $382K 0.01% -226 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,054 shares; 2025Q1: 1,028 shares; 2025Q2: 1,020 shares; 2025Q3: 1,012 shares 1,012 $382K 0.01% -8 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,224 shares; 2024Q4: 10,322 shares; 2025Q1: 12,600 shares; 2025Q2: 12,929 shares; 2025Q3: 11,896 shares 11,896 $379K 0.01% -1,033 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: 21,534 shares; 2024Q4: 25,870 shares; 2025Q1: 15,480 shares; 2025Q2: 12,843 shares; 2025Q3: 9,906 shares 9,906 $378K 0.01% -2,937 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,075 shares; 2025Q1: 1,477 shares; 2025Q2: 2,497 shares; 2025Q3: 2,469 shares 2,469 $375K 0.01% -28 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: 3,673 shares; 2024Q4: 6,993 shares; 2025Q1: 2,614 shares; 2025Q2: 2,948 shares; 2025Q3: 3,301 shares 3,301 $374K 0.01% +353 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: 3,643 shares; 2024Q4: 3,613 shares; 2025Q1: 2,840 shares; 2025Q2: 5,894 shares; 2025Q3: 5,964 shares 5,964 $364K 0.01% +70 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 3,869 shares; 2025Q1: 3,192 shares; 2025Q2: 6,242 shares; 2025Q3: 7,402 shares 7,402 $363K 0.01% +1,160 Timeline INTF 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: 47,084 shares; 2024Q4: 46,213 shares; 2025Q1: 12,510 shares; 2025Q2: 10,847 shares; 2025Q3: 10,094 shares 10,094 $362K 0.01% -753 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: 7,791 shares; 2024Q4: 6,865 shares; 2025Q1: 5,348 shares; 2025Q2: 5,305 shares; 2025Q3: 5,353 shares 5,353 $362K 0.01% +48 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,359 shares; 2025Q1: 3,713 shares; 2025Q2: 3,692 shares; 2025Q3: 3,861 shares 3,861 $361K 0.01% +169 Timeline JEMA 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: 14,070 shares; 2024Q4: 12,974 shares; 2025Q1: 9,032 shares; 2025Q2: 8,648 shares; 2025Q3: 7,558 shares 7,558 $359K 0.01% -1,090 Timeline IWP 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 shares; 2024Q4: 2,356 shares; 2025Q1: 2,378 shares; 2025Q2: 2,258 shares; 2025Q3: 2,519 shares 2,519 $359K 0.01% +261 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,153 shares; 2025Q1: 1,498 shares; 2025Q2: 1,501 shares; 2025Q3: 1,490 shares 1,490 $359K 0.01% -11 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: 14,656 shares; 2024Q4: 53,680 shares; 2025Q1: 12,885 shares; 2025Q2: 16,377 shares; 2025Q3: 891 shares 891 $359K 0.01% -15,486 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 8,624 shares; 2025Q1: 8,106 shares; 2025Q2: 5,338 shares; 2025Q3: 8,708 shares 8,708 $357K 0.01% +3,370 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 741 shares; 2025Q1: 594 shares; 2025Q2: 572 shares; 2025Q3: 734 shares 734 $356K 0.01% +162 Timeline AGGA 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: not reported; 2025Q2: 11,989 shares; 2025Q3: 14,008 shares 14,008 $356K 0.01% +2,019 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 7,606 shares; 2025Q1: 6,001 shares; 2025Q2: 14,682 shares; 2025Q3: 18,419 shares 18,419 $355K 0.01% +3,737 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,324 shares; 2024Q4: 9,301 shares; 2025Q1: 10,422 shares; 2025Q2: 9,003 shares; 2025Q3: 7,638 shares 7,638 $354K 0.01% -1,365 Timeline GQQQ 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: not reported; 2025Q2: 7,489 shares; 2025Q3: 12,006 shares 12,006 $354K 0.01% +4,517 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 8,171 shares; 2025Q1: 9,339 shares; 2025Q2: 5,525 shares; 2025Q3: 5,542 shares 5,542 $353K 0.01% +17 Timeline PAVE 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: 22,684 shares; 2024Q4: 20,114 shares; 2025Q1: 15,512 shares; 2025Q2: 21,435 shares; 2025Q3: 7,398 shares 7,398 $352K 0.01% -14,037 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 424 shares; 2025Q1: 440 shares; 2025Q2: 394 shares; 2025Q3: 2,542 shares 2,542 $352K 0.01% +2,148 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: 352 shares; 2024Q4: 451 shares; 2025Q1: 408 shares; 2025Q2: 386 shares; 2025Q3: 368 shares 368 $351K 0.01% -18 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: 10,541 shares; 2025Q1: 10,384 shares; 2025Q2: 10,400 shares; 2025Q3: 9,843 shares 9,843 $346K 0.01% -557 Timeline DFSD 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: 831 shares; 2024Q4: 843 shares; 2025Q1: 8,010 shares; 2025Q2: 1,665 shares; 2025Q3: 7,152 shares 7,152 $345K 0.01% +5,487 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: 2,646 shares; 2024Q4: 2,405 shares; 2025Q1: 1,268 shares; 2025Q2: 1,580 shares; 2025Q3: 1,705 shares 1,705 $344K 0.01% +125 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,893 shares 9,893 $343K 0.01% new 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: 13,791 shares; 2024Q4: 2,728 shares; 2025Q1: 2,589 shares; 2025Q2: 2,900 shares; 2025Q3: 4,117 shares 4,117 $343K 0.01% +1,217 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: 1,989 shares; 2024Q4: 1,823 shares; 2025Q1: 1,221 shares; 2025Q2: 1,324 shares; 2025Q3: 1,264 shares 1,264 $342K 0.01% -60 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,380 shares; 2025Q3: 8,758 shares 8,758 $340K 0.01% +2,378 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: 4,942 shares; 2024Q4: 4,261 shares; 2025Q1: 4,981 shares; 2025Q2: 5,611 shares; 2025Q3: 7,006 shares 7,006 $339K 0.01% +1,395 Timeline DTCR 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: 13,410 shares; 2024Q4: 11,862 shares; 2025Q1: 17,572 shares; 2025Q2: 18,705 shares; 2025Q3: 16,499 shares 16,499 $338K 0.01% -2,206 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: 6,247 shares; 2024Q4: 6,019 shares; 2025Q1: 2,433 shares; 2025Q2: 1,480 shares; 2025Q3: 1,363 shares 1,363 $337K 0.01% -117 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 1,499 shares; 2025Q1: 438 shares; 2025Q2: 531 shares; 2025Q3: 1,172 shares 1,172 $336K 0.01% +641 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,618 shares; 2024Q4: 14,919 shares; 2025Q1: 10,477 shares; 2025Q2: 11,173 shares; 2025Q3: 9,923 shares 9,923 $336K 0.01% -1,250 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 22,083 shares; 2025Q1: 12,902 shares; 2025Q2: 12,985 shares; 2025Q3: 12,299 shares 12,299 $336K 0.01% -686 Timeline DSTL 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: 309,277 shares; 2024Q4: 246,987 shares; 2025Q1: 7,235 shares; 2025Q2: 6,447 shares; 2025Q3: 5,778 shares 5,778 $335K 0.01% -669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,168 shares 4,168 $332K 0.01% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,516 shares; 2025Q3: 6,582 shares 6,582 $332K 0.01% +66 Timeline JPME 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: 11,747 shares; 2024Q4: 11,189 shares; 2025Q1: 3,782 shares; 2025Q2: 3,291 shares; 2025Q3: 3,054 shares 3,054 $331K 0.01% -237 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: 7,038 shares; 2025Q1: 6,090 shares; 2025Q2: 5,264 shares; 2025Q3: 5,544 shares 5,544 $331K 0.01% +280 HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 1,148 shares 1,148 $331K 0.01% +923 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: 2,411 shares; 2024Q4: 2,023 shares; 2025Q1: 1,749 shares; 2025Q2: 2,090 shares; 2025Q3: 2,649 shares 2,649 $329K 0.01% +559 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,723 shares; 2024Q4: 45,325 shares; 2025Q1: 6,205 shares; 2025Q2: 5,889 shares; 2025Q3: 5,815 shares 5,815 $328K 0.01% -74 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,428 shares; 2025Q1: 1,459 shares; 2025Q2: 1,110 shares; 2025Q3: 1,194 shares 1,194 $325K 0.01% +84 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 9,366 shares; 2025Q1: 3,639 shares; 2025Q2: 3,415 shares; 2025Q3: 4,821 shares 4,821 $324K 0.01% +1,406 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: 3,415 shares; 2024Q4: 2,885 shares; 2025Q1: 1,781 shares; 2025Q2: 1,551 shares; 2025Q3: 1,370 shares 1,370 $324K 0.01% -181 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: 191,566 shares; 2024Q4: 76,748 shares; 2025Q1: 26,527 shares; 2025Q2: 7,912 shares; 2025Q3: 8,011 shares 8,011 $322K 0.01% +99 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: 21,829 shares; 2024Q4: 17,189 shares; 2025Q1: 17,611 shares; 2025Q2: 18,004 shares; 2025Q3: 16,450 shares 16,450 $320K 0.01% -1,554 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 40,314 shares 40,314 $319K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,957 shares; 2025Q1: 1,555 shares; 2025Q2: 1,539 shares; 2025Q3: 1,607 shares 1,607 $318K 0.01% +68 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: 21,286 shares; 2024Q4: 16,675 shares; 2025Q1: 12,338 shares; 2025Q2: 11,799 shares; 2025Q3: 12,092 shares 12,092 $313K 0.01% +293 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: 19,995 shares; 2024Q4: 18,286 shares; 2025Q1: 17,434 shares; 2025Q2: 11,472 shares; 2025Q3: 4,638 shares 4,638 $313K 0.01% -6,834 Timeline CTA 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: 28,321 shares; 2024Q4: 22,733 shares; 2025Q1: 11,973 shares; 2025Q2: 11,816 shares; 2025Q3: 11,194 shares 11,194 $313K 0.01% -622 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 14,644 shares; 2025Q1: 10,067 shares; 2025Q2: 13,727 shares; 2025Q3: 8,637 shares 8,637 $312K 0.01% -5,090 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,198 shares; 2025Q1: 619 shares; 2025Q2: 723 shares; 2025Q3: 636 shares 636 $312K 0.01% -87 Timeline SCHX 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: 7 shares; 2024Q4: 9,656 shares; 2025Q1: 13,986 shares; 2025Q2: 10,546 shares; 2025Q3: 11,817 shares 11,817 $311K 0.01% +1,271 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: 5,210 shares; 2024Q4: 6,422 shares; 2025Q1: 4,135 shares; 2025Q2: 3,859 shares; 2025Q3: 3,470 shares 3,470 $311K 0.01% -389 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: 41,365 shares; 2024Q4: 14,558 shares; 2025Q1: 14,495 shares; 2025Q2: 14,142 shares; 2025Q3: 14,661 shares 14,661 $311K 0.01% +519 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 260 shares; 2025Q1: 196 shares; 2025Q2: 2,721 shares; 2025Q3: 2,879 shares 2,879 $310K 0.01% +158 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 2,473 shares; 2025Q1: 3,505 shares; 2025Q2: 2,238 shares; 2025Q3: 1,990 shares 1,990 $309K 0.01% -248 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: not reported; 2025Q2: not reported; 2025Q3: 9,710 shares 9,710 $308K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 1,126 shares; 2025Q1: 1,014 shares; 2025Q2: 922 shares; 2025Q3: 1,717 shares 1,717 $307K 0.01% +795 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: not reported; 2024Q4: not reported; 2025Q1: 9,301 shares; 2025Q2: 9,301 shares; 2025Q3: 9,301 shares 9,301 $306K 0.01% 0 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: 7,035 shares; 2024Q4: 5,814 shares; 2025Q1: 4,553 shares; 2025Q2: 4,706 shares; 2025Q3: 4,816 shares 4,816 $305K 0.01% +110 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: 225 shares; 2024Q4: 253 shares; 2025Q1: 1,946 shares; 2025Q2: 352 shares; 2025Q3: 467 shares 467 $304K 0.01% +115 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 559 shares; 2025Q1: 145 shares; 2025Q2: 231 shares; 2025Q3: 2,534 shares 2,534 $304K 0.01% +2,303 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: 20,141 shares; 2025Q1: 46,364 shares; 2025Q2: 9,418 shares; 2025Q3: 6,671 shares 6,671 $303K 0.01% -2,747 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 273 shares; 2025Q1: 237 shares; 2025Q2: 233 shares; 2025Q3: 230 shares 230 $303K 0.01% -3 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: 8,588 shares; 2024Q4: 6,611 shares; 2025Q1: 10,294 shares; 2025Q2: 11,923 shares; 2025Q3: 17,547 shares 17,547 $303K 0.01% +5,624 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,570 shares; 2025Q1: 1,427 shares; 2025Q2: 1,581 shares; 2025Q3: 1,582 shares 1,582 $301K 0.01% +1 Timeline BOTZ 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: 13,888 shares; 2024Q4: 11,801 shares; 2025Q1: 11,337 shares; 2025Q2: 9,857 shares; 2025Q3: 8,471 shares 8,471 $300K 0.01% -1,386 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: 4,049 shares; 2024Q4: 3,542 shares; 2025Q1: not reported; 2025Q2: 15,992 shares; 2025Q3: 12,028 shares 12,028 $300K 0.01% -3,964 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,137 shares; 2024Q4: 37,332 shares; 2025Q1: 22,448 shares; 2025Q2: 22,368 shares; 2025Q3: 21,169 shares 21,169 $300K 0.01% -1,199 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,626 shares; 2025Q1: 1,086 shares; 2025Q2: 1,128 shares; 2025Q3: 1,150 shares 1,150 $298K 0.01% +22 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 5,296 shares; 2025Q1: 4,731 shares; 2025Q2: 6,314 shares; 2025Q3: 6,493 shares 6,493 $298K 0.01% +179 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 7,520 shares 7,520 $297K 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: 8,413 shares; 2024Q4: 14,496 shares; 2025Q1: 6,066 shares; 2025Q2: 5,532 shares; 2025Q3: 5,239 shares 5,239 $297K 0.01% -293 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: not reported; 2025Q3: 5,718 shares 5,718 $297K 0.01% new Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,616 shares 10,616 $297K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,509 shares; 2024Q4: 12,461 shares; 2025Q1: 34,695 shares; 2025Q2: 5,590 shares; 2025Q3: 5,828 shares 5,828 $295K 0.01% +238 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,735 shares; 2024Q4: 9,229 shares; 2025Q1: 11,543 shares; 2025Q2: 8,722 shares; 2025Q3: 7,510 shares 7,510 $295K 0.01% -1,212 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW 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: 8,736 shares; 2025Q2: 12,138 shares; 2025Q3: 8,037 shares 8,037 $292K 0.01% -4,101 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: 339 shares; 2024Q4: 411 shares; 2025Q1: 9,685 shares; 2025Q2: 5,596 shares; 2025Q3: 3,173 shares 3,173 $290K 0.01% -2,423 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 4,071 shares; 2025Q1: not reported; 2025Q2: 10,664 shares; 2025Q3: 15,489 shares 15,489 $289K 0.01% +4,825 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 4,984 shares; 2025Q1: 2,182 shares; 2025Q2: 16,104 shares; 2025Q3: 3,826 shares 3,826 $288K 0.01% -12,278 Timeline LQDH 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: 2,238 shares; 2025Q2: 2,962 shares; 2025Q3: 3,045 shares 3,045 $285K 0.01% +83 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 4,363 shares; 2025Q1: 4,263 shares; 2025Q2: 3,058 shares; 2025Q3: 3,236 shares 3,236 $284K 0.01% +178 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,530 shares; 2024Q4: 22,232 shares; 2025Q1: 20,790 shares; 2025Q2: 20,328 shares; 2025Q3: 16,597 shares 16,597 $282K 0.01% -3,731 Timeline FIXD 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: 68,371 shares; 2024Q4: 9,624 shares; 2025Q1: 6,250 shares; 2025Q2: 6,029 shares; 2025Q3: 6,352 shares 6,352 $282K 0.01% +323 Timeline FINX 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: 7,476 shares; 2024Q4: 6,672 shares; 2025Q1: 8,983 shares; 2025Q2: 9,432 shares; 2025Q3: 8,368 shares 8,368 $280K 0.01% -1,064 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,360 shares; 2025Q3: 3,006 shares 3,006 $278K 0.01% +646 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 4,473 shares; 2025Q1: 4,763 shares; 2025Q2: 4,508 shares; 2025Q3: 3,209 shares 3,209 $277K 0.01% -1,299 Timeline FDT 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: 10,287 shares; 2024Q4: 2,970 shares; 2025Q1: 2,729 shares; 2025Q2: 2,708 shares; 2025Q3: 3,661 shares 3,661 $276K 0.01% +953 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 6,285 shares; 2025Q1: 6,727 shares; 2025Q2: 10,886 shares; 2025Q3: 10,754 shares 10,754 $274K 0.01% -132 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: 4,270 shares; 2024Q4: 3,113 shares; 2025Q1: 1,474 shares; 2025Q2: 1,345 shares; 2025Q3: 1,377 shares 1,377 $273K 0.01% +32 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 4,688 shares; 2025Q1: 3,995 shares; 2025Q2: 3,948 shares; 2025Q3: 7,985 shares 7,985 $273K 0.01% +4,037 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT 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: 11,189 shares; 2025Q3: 12,202 shares 12,202 $272K 0.01% +1,013 Timeline SPTL 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: 43,498 shares; 2024Q4: 11,276 shares; 2025Q1: 12,981 shares; 2025Q2: 18,100 shares; 2025Q3: 10,095 shares 10,095 $272K 0.01% -8,005 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 790 shares; 2025Q1: 739 shares; 2025Q2: 738 shares; 2025Q3: 789 shares 789 $272K 0.01% +51 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 11,107 shares; 2025Q1: 11,937 shares; 2025Q2: 9,456 shares; 2025Q3: 9,721 shares 9,721 $269K 0.01% +265 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: 2,472 shares; 2024Q4: 3,026 shares; 2025Q1: 1,901 shares; 2025Q2: 2,875 shares; 2025Q3: 3,206 shares 3,206 $268K 0.01% +331 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 7,690 shares; 2025Q1: not reported; 2025Q2: 7,823 shares; 2025Q3: 9,905 shares 9,905 $268K 0.01% +2,082 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: 2,340 shares; 2024Q4: 1,947 shares; 2025Q1: 1,272 shares; 2025Q2: 4,812 shares; 2025Q3: 3,889 shares 3,889 $268K 0.01% -923 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 1,145 shares; 2025Q1: 583 shares; 2025Q2: 593 shares; 2025Q3: 627 shares 627 $267K 0.01% +34 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 5,029 shares; 2025Q1: 133 shares; 2025Q2: 6,278 shares; 2025Q3: 6,277 shares 6,277 $267K 0.01% -1 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 776 shares; 2025Q3: 627 shares 627 $267K 0.01% -149 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,455 shares; 2025Q1: 1,517 shares; 2025Q2: 1,999 shares; 2025Q3: 1,993 shares 1,993 $266K 0.01% -6 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 858 shares; 2025Q1: 866 shares; 2025Q2: 517 shares; 2025Q3: 1,714 shares 1,714 $266K 0.01% +1,197 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 309 shares; 2025Q1: 189 shares; 2025Q2: 197 shares; 2025Q3: 1,495 shares 1,495 $265K 0.01% +1,298 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: 21,237 shares; 2024Q4: 5,531 shares; 2025Q1: 25,608 shares; 2025Q2: 8,728 shares; 2025Q3: 4,325 shares 4,325 $260K 0.01% -4,403 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 2,594 shares; 2025Q1: 2,741 shares; 2025Q2: 3,040 shares; 2025Q3: 3,185 shares 3,185 $257K 0.01% +145 Timeline VCIT 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: 66,254 shares; 2024Q4: 13,647 shares; 2025Q1: 13,185 shares; 2025Q2: 9,631 shares; 2025Q3: 3,047 shares 3,047 $256K 0.01% -6,584 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,677 shares; 2025Q1: 25,150 shares; 2025Q2: 17,799 shares; 2025Q3: 23,490 shares 23,490 $255K 0.01% +5,691 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 811 shares; 2025Q1: 574 shares; 2025Q2: 876 shares; 2025Q3: 1,105 shares 1,105 $253K 0.01% +229 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 2,973 shares; 2025Q1: 1,386 shares; 2025Q2: 1,417 shares; 2025Q3: 774 shares 774 $250K 0.01% -643 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,297 shares; 2025Q2: 4,297 shares; 2025Q3: 4,297 shares 4,297 $250K 0.01% 0 Timeline SGOV 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: 1,383 shares; 2024Q4: 24,630 shares; 2025Q1: 1,240 shares; 2025Q2: 2,509 shares; 2025Q3: 2,484 shares 2,484 $250K 0.01% -25 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 1,954 shares; 2025Q1: 1,609 shares; 2025Q2: 1,992 shares; 2025Q3: 1,851 shares 1,851 $249K 0.01% -141 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,990 shares 7,990 $246K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,726 shares; 2025Q1: 664 shares; 2025Q2: 2,904 shares; 2025Q3: 2,976 shares 2,976 $246K 0.01% +72 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: 2,480 shares; 2024Q4: 1,486 shares; 2025Q1: 941 shares; 2025Q2: 998 shares; 2025Q3: 1,190 shares 1,190 $244K 0.01% +192 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 5,811 shares 5,811 $244K 0.01% new 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: 12,952 shares; 2024Q4: 23,567 shares; 2025Q1: 19,666 shares; 2025Q2: 23,732 shares; 2025Q3: 23,294 shares 23,294 $244K 0.01% -438 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: not reported; 2025Q2: not reported; 2025Q3: 8,885 shares 8,885 $242K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 1,125 shares; 2025Q1: 1,080 shares; 2025Q2: 1,094 shares; 2025Q3: 1,068 shares 1,068 $241K 0.01% -26 Timeline PNQI 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: not reported; 2025Q1: 96,503 shares; 2025Q2: 66,545 shares; 2025Q3: 4,313 shares 4,313 $241K 0.01% -62,232 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: 633 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 372 shares; 2025Q3: 3,073 shares 3,073 $240K 0.01% +2,701 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 2,010 shares; 2025Q1: 1,477 shares; 2025Q2: 2,346 shares; 2025Q3: 2,365 shares 2,365 $240K 0.01% +19 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 302,363 shares; 2025Q1: 789 shares; 2025Q2: not reported; 2025Q3: 2,673 shares 2,673 $238K 0.01% new Timeline SCHP 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: 9,413 shares; 2024Q4: 6,244 shares; 2025Q1: 8,889 shares; 2025Q2: 7,906 shares; 2025Q3: 8,830 shares 8,830 $238K 0.01% +924 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,828 shares; 2025Q1: 2,925 shares; 2025Q2: 2,544 shares; 2025Q3: 2,157 shares 2,157 $237K 0.01% -387 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 10,154 shares; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 3,343 shares 3,343 $237K 0.01% +2,922 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,855 shares; 2024Q4: 24,647 shares; 2025Q1: 1,548 shares; 2025Q2: 1,208 shares; 2025Q3: 1,064 shares 1,064 $236K 0.01% -144 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 3,757 shares; 2025Q1: 1,484 shares; 2025Q2: 2,673 shares; 2025Q3: 2,808 shares 2,808 $236K 0.01% +135 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,064 shares; 2025Q1: 3,307 shares; 2025Q2: 3,189 shares; 2025Q3: 3,182 shares 3,182 $234K 0.01% -7 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 465 shares 465 $232K 0.01% +25 Timeline IWM 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: 1,225 shares; 2024Q4: 2,670 shares; 2025Q1: 2,086 shares; 2025Q2: 1,052 shares; 2025Q3: 956 shares 956 $231K 0.01% -96 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,364 shares 10,364 $231K 0.01% new Timeline MILN 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: 4,864 shares; 2024Q4: 4,182 shares; 2025Q1: 4,941 shares; 2025Q2: 4,963 shares; 2025Q3: 4,643 shares 4,643 $230K 0.01% -320 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,139 shares; 2025Q1: 2,177 shares; 2025Q2: 2,986 shares; 2025Q3: 5,150 shares 5,150 $229K 0.01% +2,164 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,259 shares; 2024Q4: 12,337 shares; 2025Q1: 944 shares; 2025Q2: 1,525 shares; 2025Q3: 17,076 shares 17,076 $229K 0.01% +15,551 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: 1,869 shares; 2024Q4: 1,520 shares; 2025Q1: 1,361 shares; 2025Q2: 1,346 shares; 2025Q3: 1,333 shares 1,333 $227K 0.01% -13 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: 2,050 shares; 2024Q4: 2,101 shares; 2025Q1: 1,780 shares; 2025Q2: 1,726 shares; 2025Q3: 1,736 shares 1,736 $226K 0.01% +10 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 5,984 shares; 2025Q1: 3,894 shares; 2025Q2: 6,493 shares; 2025Q3: 6,493 shares 6,493 $225K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 704 shares; 2025Q1: 389 shares; 2025Q2: 401 shares; 2025Q3: 457 shares 457 $225K 0.01% +56 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: 945 shares; 2024Q4: 909 shares; 2025Q1: 551 shares; 2025Q2: 929 shares; 2025Q3: 1,181 shares 1,181 $223K 0.01% +252 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,244 shares; 2025Q1: not reported; 2025Q2: 1,328 shares; 2025Q3: 1,187 shares 1,187 $223K 0.01% -141 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 368 shares; 2025Q1: 372 shares; 2025Q2: 280 shares; 2025Q3: 233 shares 233 $222K 0.01% -47 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 1,266 shares; 2025Q1: 310 shares; 2025Q2: 927 shares; 2025Q3: 448 shares 448 $221K 0.01% -479 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,392 shares; 2024Q4: 13,171 shares; 2025Q1: 4,548 shares; 2025Q2: 3,456 shares; 2025Q3: 2,916 shares 2,916 $220K 0.01% -540 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 410 shares; 2025Q1: 252 shares; 2025Q2: 450 shares; 2025Q3: 923 shares 923 $220K 0.01% +473 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 853 shares; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,586 shares 1,586 $220K 0.01% +217 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: 4,036 shares; 2024Q4: 4,120 shares; 2025Q1: 2,042 shares; 2025Q2: 1,767 shares; 2025Q3: 1,714 shares 1,714 $217K 0.01% -53 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,065 shares; 2025Q1: 2,860 shares; 2025Q2: 4,505 shares; 2025Q3: 4,293 shares 4,293 $216K 0.01% -212 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: 4,308 shares; 2024Q4: 5,918 shares; 2025Q1: 5,149 shares; 2025Q2: 3,026 shares; 2025Q3: 3,214 shares 3,214 $216K 0.01% +188 Timeline EMHC 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: 53,751 shares; 2024Q4: 56,242 shares; 2025Q1: 9,333 shares; 2025Q2: 8,977 shares; 2025Q3: 8,512 shares 8,512 $214K 0.01% -465 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: 2,035 shares; 2024Q4: 1,784 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 819 shares 819 $213K 0.01% +85 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,277 shares; 2025Q1: 8,098 shares; 2025Q2: 1,062 shares; 2025Q3: 3,228 shares 3,228 $213K 0.01% +2,166 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 905 shares; 2025Q1: 460 shares; 2025Q2: 696 shares; 2025Q3: 776 shares 776 $212K 0.01% +80 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: 110,066 shares; 2024Q4: 86,596 shares; 2025Q1: 13,610 shares; 2025Q2: 5,433 shares; 2025Q3: 5,199 shares 5,199 $210K 0.01% -234 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: 21,917 shares; 2024Q4: 6,225 shares; 2025Q1: 3,531 shares; 2025Q2: 3,189 shares; 2025Q3: 3,007 shares 3,007 $210K 0.01% -182 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 389 shares; 2025Q1: 385 shares; 2025Q2: 2,268 shares; 2025Q3: 2,735 shares 2,735 $210K 0.01% +467 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 776 shares; 2025Q1: 612 shares; 2025Q2: 655 shares; 2025Q3: 627 shares 627 $209K 0.01% -28 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,366 shares; 2025Q1: 4,135 shares; 2025Q2: 388 shares; 2025Q3: 3,773 shares 3,773 $209K 0.01% +3,385 Timeline GOVT 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: 3,344 shares; 2024Q4: 4,749 shares; 2025Q1: 5,352 shares; 2025Q2: 5,258 shares; 2025Q3: 9,017 shares 9,017 $208K 0.01% +3,759 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: 4,360 shares; 2024Q4: 9,001 shares; 2025Q1: 3,505 shares; 2025Q2: 6,414 shares; 2025Q3: 6,052 shares 6,052 $208K 0.01% -362 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: 4,558 shares; 2024Q4: 4,360 shares; 2025Q1: 2,407 shares; 2025Q2: 4,602 shares; 2025Q3: 4,582 shares 4,582 $206K 0.01% -20 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,882 shares; 2025Q1: 1,747 shares; 2025Q2: 1,796 shares; 2025Q3: 1,065 shares 1,065 $205K 0.01% -731 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 161 shares; 2025Q1: 71 shares; 2025Q2: 166 shares; 2025Q3: 681 shares 681 $202K 0.01% +515 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 2,759 shares; 2025Q1: 689 shares; 2025Q2: 677 shares; 2025Q3: 1,647 shares 1,647 $201K 0.01% +970 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: 4,231 shares; 2024Q4: 5,795 shares; 2025Q1: 6,265 shares; 2025Q2: 4,675 shares; 2025Q3: 2,243 shares 2,243 $201K 0.01% -2,432 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,219 shares; 2025Q1: 1,124 shares; 2025Q2: 829 shares; 2025Q3: 796 shares 796 $200K 0.01% -33 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,168 shares; 2024Q4: 34,726 shares; 2025Q1: 6,365 shares; 2025Q2: 4,922 shares; 2025Q3: 4,812 shares 4,812 $200K 0.01% -110 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 2,118 shares; 2025Q1: 1,742 shares; 2025Q2: 1,864 shares; 2025Q3: 2,071 shares 2,071 $200K 0.01% +207 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,540 shares; 2024Q4: 18,546 shares; 2025Q1: 49,778 shares; 2025Q2: 13,558 shares; 2025Q3: 13,172 shares 13,172 $199K 0.01% -386 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 1,912 shares 1,912 $198K 0.01% +898 Timeline EFG 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: 6,312 shares; 2024Q4: 7,113 shares; 2025Q1: 4,898 shares; 2025Q2: 5,112 shares; 2025Q3: 1,733 shares 1,733 $197K 0.01% -3,379 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: 902 shares; 2024Q4: 515 shares; 2025Q1: 349 shares; 2025Q2: 288 shares; 2025Q3: 274 shares 274 $197K 0.01% -14 Timeline DMXF 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: 447 shares; 2024Q4: 8,749 shares; 2025Q1: 11,222 shares; 2025Q2: 16,717 shares; 2025Q3: 2,575 shares 2,575 $195K 0.01% -14,142 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: 134 shares; 2024Q4: 659 shares; 2025Q1: not reported; 2025Q2: 3,964 shares; 2025Q3: 4,035 shares 4,035 $193K 0.01% +71 Timeline MLN 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: 3,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,653 shares 10,653 $186K 0.01% new Timeline PBE 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: 12,566 shares; 2024Q4: 10,246 shares; 2025Q1: 2,992 shares; 2025Q2: 2,832 shares; 2025Q3: 2,621 shares 2,621 $183K 0.01% -211 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: 56,249 shares; 2024Q4: 56,178 shares; 2025Q1: 300,215 shares; 2025Q2: 135,340 shares; 2025Q3: 9,481 shares 9,481 $183K 0.01% -125,859 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 6,022 shares; 2025Q2: 4,865 shares; 2025Q3: 3,448 shares 3,448 $176K 0.01% -1,417 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,866 shares; 2025Q1: 1,357 shares; 2025Q2: 819 shares; 2025Q3: 3,726 shares 3,726 $170K 0.01% +2,907 Timeline SCHQ 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: 3,521 shares; 2024Q4: 1,662 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,246 shares 5,246 $169K 0.01% new Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,358 shares 5,358 $163K 0.01% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,372 shares 6,372 $161K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,051 shares; 2024Q4: 14,616 shares; 2025Q1: 37,412 shares; 2025Q2: 34,536 shares; 2025Q3: 31,395 shares 31,395 $159K 0.01% -3,141 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 6,762 shares; 2025Q1: 4,698 shares; 2025Q2: 9,017 shares; 2025Q3: 9,342 shares 9,342 $156K 0.01% +325 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: 6,581 shares; 2024Q4: 5,192 shares; 2025Q1: 2,214 shares; 2025Q2: 1,919 shares; 2025Q3: 1,924 shares 1,924 $154K 0.01% +5 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 10,071 shares; 2025Q1: not reported; 2025Q2: 12,997 shares; 2025Q3: 13,747 shares 13,747 $152K 0.01% +750 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,924 shares 1,924 $145K 0.01% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 2,952 shares; 2025Q1: not reported; 2025Q2: 8,512 shares; 2025Q3: 1,917 shares 1,917 $145K 0.01% -6,595 Timeline BBHY 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: 11,241 shares; 2024Q4: 8,328 shares; 2025Q1: 7,666 shares; 2025Q2: not reported; 2025Q3: 3,061 shares 3,061 $144K 0.01% new Timeline HPP HUDSON PAC PPTYS INC More: the full row for HUDSON PAC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,911 shares; 2025Q1: not reported; 2025Q2: 16,038 shares; 2025Q3: 50,705 shares 50,705 $140K 0.01% +34,667 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 2,622 shares; 2025Q1: 674 shares; 2025Q2: 737 shares; 2025Q3: 633 shares 633 $137K <0.01% -104 Timeline TDTT 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: 5,178 shares 5,178 $126K <0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 3,928 shares; 2025Q1: 6,332 shares; 2025Q2: 7,532 shares; 2025Q3: 15,389 shares 15,389 $126K <0.01% +7,857 TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares 1,400 $124K <0.01% new Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,563 shares 1,563 $122K <0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 13,518 shares; 2025Q1: 17,724 shares; 2025Q2: 14,251 shares; 2025Q3: 15,710 shares 15,710 $119K <0.01% +1,459 Timeline IYW 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: 10,551 shares; 2024Q4: 10,081 shares; 2025Q1: 10,477 shares; 2025Q2: 9,170 shares; 2025Q3: 603 shares 603 $118K <0.01% -8,567 Timeline TILT 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: 481 shares 481 $117K <0.01% new 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: 1 shares; 2024Q4: 598 shares; 2025Q1: 601 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares 1,807 $97.7K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,594 shares; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 2,706 shares 2,706 $93.8K <0.01% +1,325 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 17,686 shares; 2025Q1: 10,991 shares; 2025Q2: 12,704 shares; 2025Q3: 13,750 shares 13,750 $92.1K <0.01% +1,046 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares 3,426 $92.1K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 43,916 shares; 2025Q1: 31,576 shares; 2025Q2: 37,605 shares; 2025Q3: 34,430 shares 34,430 $90.6K <0.01% -3,175 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 16,908 shares; 2025Q1: 10,761 shares; 2025Q2: 11,055 shares; 2025Q3: 12,098 shares 12,098 $88K <0.01% +1,043 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,478 shares; 2025Q1: 839 shares; 2025Q2: 722 shares; 2025Q3: 762 shares 762 $86.2K <0.01% +40 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 13,036 shares; 2025Q1: 13,224 shares; 2025Q2: 10,700 shares; 2025Q3: 10,570 shares 10,570 $84.5K <0.01% -130 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,316 shares; 2025Q1: 90,129 shares; 2025Q2: 105,478 shares; 2025Q3: 2,322 shares 2,322 $83.9K <0.01% -103,156 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. 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: 1,273 shares 1,273 $77K <0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A 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: 9,675 shares; 2025Q3: 10,167 shares 10,167 $74.6K <0.01% +492 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 1,070 shares; 2025Q1: 703 shares; 2025Q2: 568 shares; 2025Q3: 550 shares 550 $72.8K <0.01% -18 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,132 shares 2,132 $70.3K <0.01% new 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: not reported; 2025Q2: 1,614 shares; 2025Q3: 1,398 shares 1,398 $68.8K <0.01% -216 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,204 shares; 2025Q1: 2,601 shares; 2025Q2: 1,835 shares; 2025Q3: 1,926 shares 1,926 $66.6K <0.01% +91 Timeline TLTE 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: 876 shares 876 $55.3K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,818 shares; 2025Q1: 8,764 shares; 2025Q2: 15,930 shares; 2025Q3: 10,740 shares 10,740 $51.7K <0.01% -5,190 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares 200 $49.2K <0.01% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,868 shares 3,868 $43.5K <0.01% new Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,553 shares; 2024Q4: 9,101 shares; 2025Q1: 11,992 shares; 2025Q2: 13,405 shares; 2025Q3: 1,093 shares 1,093 $42K <0.01% -12,312 Timeline VNET VNET GROUP INC More: the full row for VNET 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: 3,087 shares; 2025Q3: 3,969 shares 3,969 $41K <0.01% +882 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 102 shares; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 1,347 shares 1,347 $33.9K <0.01% +1,038 Timeline NFRA 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: 529 shares 529 $33.3K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 7,494 shares; 2025Q1: 1,231 shares; 2025Q2: 947 shares; 2025Q3: 694 shares 694 $29.4K <0.01% -253 Timeline BNDC 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: 1,297 shares 1,297 $29.2K <0.01% new Timeline BKHY 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: 2,363 shares; 2024Q4: 1,703 shares; 2025Q1: 980 shares; 2025Q2: 556 shares; 2025Q3: 434 shares 434 $21.1K <0.01% -122 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,219 shares; 2024Q4: 31,159 shares; 2025Q1: 26,645 shares; 2025Q2: 38,171 shares; 2025Q3: 204 shares 204 $20.6K <0.01% -37,967 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 364 shares; 2025Q2: 408 shares; 2025Q3: 383 shares 383 $15.9K <0.01% -25 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 452 shares 452 $14.1K <0.01% new Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares 329 $10.5K <0.01% new Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,988 shares; 2024Q4: 27,555 shares; 2025Q1: 28,393 shares; 2025Q2: 31,561 shares; 2025Q3: 421 shares 421 $10.4K <0.01% -31,140 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 8 shares; 2025Q2: 293 shares; 2025Q3: 171 shares 171 $7.97K <0.01% -122 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares 129 $3.56K <0.01% new Timeline DBP 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: not reported; 2024Q4: not reported; 2025Q1: 15,156 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $3.2K <0.01% 0 Timeline NEOS ETF TRUST 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: 12 shares; 2025Q3: 12 shares 12 $357 <0.01% 0 ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $163 <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: 51,822 shares; 2024Q4: 94 shares; 2025Q1: 87 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $46 <0.01% 0 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER 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: 1 shares; 2025Q3: 1 shares 1 $40 <0.01% 0 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $39 <0.01% 0 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 1 shares; 2025Q3: 1 shares 1 $30 <0.01% 0 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $27 <0.01% 0 Timeline