AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: 6,385 shares; 2025Q1: 6,461 shares; 2025Q2: 6,376 shares; 2025Q3: 5,840 shares 5,840 $1.12M 0.03% -536 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 623 shares; 2025Q1: 622 shares; 2025Q2: 604 shares; 2025Q3: 1,417 shares 1,417 $1.11M 0.03% +813 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,287 shares; 2025Q3: 10,925 shares 10,925 $1.1M 0.03% +638 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: 7,699 shares; 2024Q4: 6,499 shares; 2025Q1: 6,607 shares; 2025Q2: 6,265 shares; 2025Q3: 6,374 shares 6,374 $1.09M 0.03% +109 Timeline IBMO 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: 41,603 shares; 2025Q1: 41,766 shares; 2025Q2: 42,008 shares; 2025Q3: 42,259 shares 42,259 $1.08M 0.03% +251 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 1,416 shares; 2025Q3: 4,159 shares 4,159 $1.08M 0.03% +2,743 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 16,900 shares; 2025Q1: 17,684 shares; 2025Q2: 16,989 shares; 2025Q3: 15,797 shares 15,797 $1.08M 0.03% -1,192 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: 10,057 shares; 2024Q4: 8,258 shares; 2025Q1: 8,539 shares; 2025Q2: 8,223 shares; 2025Q3: 8,464 shares 8,464 $1.07M 0.03% +241 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: not reported; 2025Q3: 56,502 shares 56,502 $1.07M 0.03% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,687 shares; 2025Q2: 22,380 shares; 2025Q3: 20,979 shares 20,979 $1.05M 0.03% -1,401 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,545 shares; 2025Q1: 2,426 shares; 2025Q2: 2,624 shares; 2025Q3: 2,844 shares 2,844 $1.05M 0.03% +220 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,306 shares; 2025Q1: 14,600 shares; 2025Q2: 10,827 shares; 2025Q3: 27,627 shares 27,627 $1.04M 0.03% +16,800 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,381 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,153 shares 5,153 $1.04M 0.03% -247 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,547 shares; 2024Q4: 10,988 shares; 2025Q1: 11,773 shares; 2025Q2: 13,614 shares; 2025Q3: 12,682 shares 12,682 $1.04M 0.03% -932 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,013 shares 25,013 $1.04M 0.03% new Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,648 shares; 2024Q4: 52,675 shares; 2025Q1: 46,239 shares; 2025Q2: 45,743 shares; 2025Q3: 45,422 shares 45,422 $1.03M 0.03% -321 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: not reported; 2025Q2: 13,621 shares; 2025Q3: 22,171 shares 22,171 $1.03M 0.03% +8,550 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: 12,124 shares; 2024Q4: 11,200 shares; 2025Q1: 15,552 shares; 2025Q2: 15,339 shares; 2025Q3: 14,784 shares 14,784 $1.03M 0.03% -555 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,116 shares; 2024Q4: 35,237 shares; 2025Q1: 32,936 shares; 2025Q2: 30,731 shares; 2025Q3: 10,746 shares 10,746 $1.02M 0.03% -19,985 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,408 shares; 2024Q4: 32,220 shares; 2025Q1: 28,882 shares; 2025Q2: 14,177 shares; 2025Q3: 14,605 shares 14,605 $1.02M 0.03% +428 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,303 shares; 2024Q4: 15,578 shares; 2025Q1: 15,259 shares; 2025Q2: 15,223 shares; 2025Q3: 12,227 shares 12,227 $1.02M 0.03% -2,996 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: 26,181 shares; 2025Q2: 20,493 shares; 2025Q3: 20,713 shares 20,713 $1.02M 0.03% +220 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,388 shares; 2024Q4: 27,688 shares; 2025Q1: 27,688 shares; 2025Q2: 27,688 shares; 2025Q3: 27,688 shares 27,688 $1.02M 0.03% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,697 shares; 2024Q4: 17,974 shares; 2025Q1: 19,631 shares; 2025Q2: 19,817 shares; 2025Q3: 19,228 shares 19,228 $1.02M 0.03% -589 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 1,921 shares; 2025Q1: 1,858 shares; 2025Q2: 1,844 shares; 2025Q3: 1,839 shares 1,839 $1.01M 0.03% -5 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 2,633 shares; 2025Q1: 2,549 shares; 2025Q2: 2,525 shares; 2025Q3: 2,746 shares 2,746 $1M 0.03% +221 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,820 shares; 2024Q4: 20,247 shares; 2025Q1: 22,246 shares; 2025Q2: 25,343 shares; 2025Q3: 14,663 shares 14,663 $1M 0.03% -10,680 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,317 shares; 2024Q4: 15,068 shares; 2025Q1: 14,278 shares; 2025Q2: 15,256 shares; 2025Q3: 13,644 shares 13,644 $1M 0.03% -1,612 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,348 shares; 2025Q1: 5,069 shares; 2025Q2: 4,918 shares; 2025Q3: 3,124 shares 3,124 $997K 0.03% -1,794 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: 2,399 shares; 2024Q4: 1,685 shares; 2025Q1: 1,629 shares; 2025Q2: 1,592 shares; 2025Q3: 4,023 shares 4,023 $994K 0.03% +2,431 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 4,933 shares; 2025Q1: 5,124 shares; 2025Q2: 4,909 shares; 2025Q3: 5,013 shares 5,013 $994K 0.03% +104 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,944 shares; 2024Q4: 24,507 shares; 2025Q1: 30,492 shares; 2025Q2: 29,369 shares; 2025Q3: 35,784 shares 35,784 $994K 0.03% +6,415 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,640 shares; 2025Q2: 8,795 shares; 2025Q3: 9,214 shares 9,214 $993K 0.03% +419 Timeline WELD TEMA ETF TRUST More: the full row for TEMA 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: 28,613 shares; 2025Q1: 9,409 shares; 2025Q2: 8,211 shares; 2025Q3: 22,456 shares 22,456 $992K 0.03% +14,245 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: 3,355 shares; 2024Q4: 3,083 shares; 2025Q1: 3,160 shares; 2025Q2: 3,188 shares; 2025Q3: 3,241 shares 3,241 $990K 0.03% +53 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,097 shares; 2025Q1: 1,982 shares; 2025Q2: 1,998 shares; 2025Q3: 1,985 shares 1,985 $968K 0.02% -13 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,165 shares; 2024Q4: 114,331 shares; 2025Q1: 106,931 shares; 2025Q2: 104,531 shares; 2025Q3: 102,231 shares 102,231 $967K 0.02% -2,300 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA 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: 33,862 shares; 2025Q1: 9,667 shares; 2025Q2: 8,987 shares; 2025Q3: 27,770 shares 27,770 $966K 0.02% +18,783 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,558 shares; 2025Q1: 28,751 shares; 2025Q2: 28,298 shares; 2025Q3: 23,899 shares 23,899 $966K 0.02% -4,399 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,900 shares; 2025Q1: 3,971 shares; 2025Q2: 3,805 shares; 2025Q3: 4,092 shares 4,092 $965K 0.02% +287 Timeline WAB WABTEC More: the full row for WABTEC 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: 4,493 shares; 2025Q2: 4,571 shares; 2025Q3: 4,806 shares 4,806 $963K 0.02% +235 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,758 shares 38,758 $960K 0.02% new Timeline NDIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,650 shares; 2025Q1: 15,150 shares; 2025Q2: 16,250 shares; 2025Q3: 33,505 shares 33,505 $960K 0.02% +17,255 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,629 shares; 2024Q4: 26,388 shares; 2025Q1: 33,278 shares; 2025Q2: 35,910 shares; 2025Q3: 37,419 shares 37,419 $957K 0.02% +1,509 Timeline HRTS TEMA ETF TRUST More: the full row for TEMA 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: 41,743 shares; 2025Q1: 10,886 shares; 2025Q2: 10,748 shares; 2025Q3: 28,664 shares 28,664 $948K 0.02% +17,916 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,242 shares; 2025Q1: 4,219 shares; 2025Q2: 4,232 shares; 2025Q3: 4,713 shares 4,713 $945K 0.02% +481 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,867 shares; 2025Q1: 2,294 shares; 2025Q2: 4,433 shares; 2025Q3: 4,429 shares 4,429 $942K 0.02% -4 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,343 shares; 2025Q3: 11,258 shares 11,258 $941K 0.02% +915 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: 50,449 shares; 2024Q4: 12,745 shares; 2025Q1: 11,546 shares; 2025Q2: 12,299 shares; 2025Q3: 12,417 shares 12,417 $936K 0.02% +118 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 5,126 shares; 2025Q1: 3,446 shares; 2025Q2: 3,276 shares; 2025Q3: 3,435 shares 3,435 $931K 0.02% +159 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL 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: 7,845 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares 7,845 $928K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,346 shares; 2025Q1: 2,331 shares; 2025Q2: 2,333 shares; 2025Q3: 2,339 shares 2,339 $926K 0.02% +6 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 28,671 shares; 2025Q1: 25,281 shares; 2025Q2: 24,347 shares; 2025Q3: 24,328 shares 24,328 $926K 0.02% -19 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: 15,770 shares; 2024Q4: 12,110 shares; 2025Q1: 12,400 shares; 2025Q2: 12,185 shares; 2025Q3: 11,027 shares 11,027 $924K 0.02% -1,158 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,943 shares; 2025Q1: 11,006 shares; 2025Q2: 11,053 shares; 2025Q3: 11,095 shares 11,095 $923K 0.02% +42 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,125 shares 27,125 $920K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,875 shares; 2024Q4: 20,376 shares; 2025Q1: 20,437 shares; 2025Q2: 20,509 shares; 2025Q3: 20,578 shares 20,578 $920K 0.02% +69 Timeline JPST 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: 209,952 shares; 2024Q4: 99,498 shares; 2025Q1: 87,664 shares; 2025Q2: 93,185 shares; 2025Q3: 18,119 shares 18,119 $919K 0.02% -75,066 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,671 shares; 2024Q4: 19,590 shares; 2025Q1: 19,944 shares; 2025Q2: 19,859 shares; 2025Q3: 23,374 shares 23,374 $916K 0.02% +3,515 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 989 shares; 2025Q1: 1,062 shares; 2025Q2: 1,168 shares; 2025Q3: 1,185 shares 1,185 $916K 0.02% +17 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,811 shares; 2024Q4: 162,882 shares; 2025Q1: 162,661 shares; 2025Q2: 158,190 shares; 2025Q3: 158,196 shares 158,196 $910K 0.02% +6 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,318 shares; 2025Q1: 21,965 shares; 2025Q2: 19,642 shares; 2025Q3: 20,751 shares 20,751 $905K 0.02% +1,109 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,601 shares; 2024Q4: 88,328 shares; 2025Q1: 22,758 shares; 2025Q2: 25,672 shares; 2025Q3: 18,104 shares 18,104 $905K 0.02% -7,568 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,872 shares; 2024Q4: 9,810 shares; 2025Q1: 9,043 shares; 2025Q2: 11,900 shares; 2025Q3: 12,429 shares 12,429 $889K 0.02% +529 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,997 shares; 2025Q3: 5,139 shares 5,139 $888K 0.02% +142 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 29,704 shares; 2025Q1: 30,778 shares; 2025Q2: 32,356 shares; 2025Q3: 25,727 shares 25,727 $884K 0.02% -6,629 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,310 shares; 2025Q3: 42,529 shares 42,529 $881K 0.02% +219 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,485 shares; 2024Q4: 17,196 shares; 2025Q1: 11,755 shares; 2025Q2: 16,722 shares; 2025Q3: 14,852 shares 14,852 $876K 0.02% -1,870 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 15,483 shares; 2025Q1: 15,592 shares; 2025Q2: 15,123 shares; 2025Q3: 15,420 shares 15,420 $872K 0.02% +297 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 9,603 shares; 2025Q1: 9,543 shares; 2025Q2: 9,589 shares; 2025Q3: 9,513 shares 9,513 $871K 0.02% -76 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 15,637 shares; 2025Q1: 17,871 shares; 2025Q2: 18,084 shares; 2025Q3: 17,254 shares 17,254 $871K 0.02% -830 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: 8,389 shares; 2024Q4: 7,581 shares; 2025Q1: 7,662 shares; 2025Q2: 8,120 shares; 2025Q3: 8,390 shares 8,390 $870K 0.02% +270 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,663 shares; 2024Q4: 205,886 shares; 2025Q1: 122,599 shares; 2025Q2: 128,068 shares; 2025Q3: 125,848 shares 125,848 $870K 0.02% -2,220 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 5,943 shares; 2025Q3: 6,891 shares 6,891 $868K 0.02% +948 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,175 shares; 2025Q2: 3,168 shares; 2025Q3: 3,327 shares 3,327 $868K 0.02% +159 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,507 shares; 2024Q4: 76,557 shares; 2025Q1: 76,557 shares; 2025Q2: 74,657 shares; 2025Q3: 74,657 shares 74,657 $864K 0.02% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,759 shares; 2024Q4: 14,894 shares; 2025Q1: 12,824 shares; 2025Q2: 13,101 shares; 2025Q3: 13,016 shares 13,016 $857K 0.02% -85 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,105 shares; 2024Q4: 19,115 shares; 2025Q1: 18,882 shares; 2025Q2: 18,628 shares; 2025Q3: 16,761 shares 16,761 $853K 0.02% -1,867 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,170 shares; 2024Q4: 48,974 shares; 2025Q1: 45,703 shares; 2025Q2: 41,782 shares; 2025Q3: 33,172 shares 33,172 $849K 0.02% -8,610 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: 280,424 shares; 2024Q4: 13,777 shares; 2025Q1: 12,012 shares; 2025Q2: 28,511 shares; 2025Q3: 29,383 shares 29,383 $849K 0.02% +872 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 55,573 shares; 2025Q1: 60,901 shares; 2025Q2: 65,534 shares; 2025Q3: 66,422 shares 66,422 $848K 0.02% +888 Timeline VONG 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: 28,504 shares; 2024Q4: 19,850 shares; 2025Q1: 13,520 shares; 2025Q2: 6,698 shares; 2025Q3: 7,014 shares 7,014 $845K 0.02% +316 Timeline TCAF 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: 10,201 shares; 2024Q4: 9,245 shares; 2025Q1: 13,954 shares; 2025Q2: 14,976 shares; 2025Q3: 22,384 shares 22,384 $844K 0.02% +7,408 Timeline VOE 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: 7,404 shares; 2024Q4: 5,831 shares; 2025Q1: 5,548 shares; 2025Q2: 4,943 shares; 2025Q3: 4,832 shares 4,832 $844K 0.02% -111 Timeline USHY 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: 13,996 shares; 2025Q1: 20,665 shares; 2025Q2: 17,265 shares; 2025Q3: 22,322 shares 22,322 $843K 0.02% +5,057 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 4,555 shares; 2025Q1: 4,431 shares; 2025Q2: 4,114 shares; 2025Q3: 3,661 shares 3,661 $840K 0.02% -453 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,213 shares; 2025Q1: 6,142 shares; 2025Q2: 6,167 shares; 2025Q3: 6,023 shares 6,023 $838K 0.02% -144 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,745 shares; 2025Q1: 1,905 shares; 2025Q2: 1,927 shares; 2025Q3: 2,002 shares 2,002 $830K 0.02% +75 Timeline IWS 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: 5,781 shares; 2024Q4: 6,028 shares; 2025Q1: 5,581 shares; 2025Q2: 5,897 shares; 2025Q3: 5,941 shares 5,941 $830K 0.02% +44 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: 15,932 shares; 2024Q4: 5,534 shares; 2025Q1: 4,351 shares; 2025Q2: 7,337 shares; 2025Q3: 8,001 shares 8,001 $827K 0.02% +664 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 4,115 shares; 2025Q1: 4,197 shares; 2025Q2: 4,571 shares; 2025Q3: 4,313 shares 4,313 $817K 0.02% -258 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 10,087 shares; 2025Q1: 10,087 shares; 2025Q2: 10,429 shares; 2025Q3: 10,035 shares 10,035 $814K 0.02% -394 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: 18,588 shares; 2024Q4: 11,496 shares; 2025Q1: 8,118 shares; 2025Q2: 10,094 shares; 2025Q3: 10,088 shares 10,088 $814K 0.02% -6 Timeline IYF 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: 8,604 shares; 2024Q4: 8,546 shares; 2025Q1: 8,748 shares; 2025Q2: 8,492 shares; 2025Q3: 6,407 shares 6,407 $811K 0.02% -2,085 Timeline XLG 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: 14,956 shares; 2024Q4: 14,909 shares; 2025Q1: 14,582 shares; 2025Q2: 10,676 shares; 2025Q3: 14,031 shares 14,031 $807K 0.02% +3,355 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,132 shares; 2025Q1: 1,000 shares; 2025Q2: 993 shares; 2025Q3: 1,897 shares 1,897 $806K 0.02% +904 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: 20,117 shares; 2024Q4: 17,814 shares; 2025Q1: 17,026 shares; 2025Q2: 17,775 shares; 2025Q3: 17,828 shares 17,828 $802K 0.02% +53 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: 4,989 shares; 2024Q4: 5,265 shares; 2025Q1: 4,761 shares; 2025Q2: 16,076 shares; 2025Q3: 16,340 shares 16,340 $801K 0.02% +264 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 2,704 shares; 2025Q1: 2,814 shares; 2025Q2: 2,991 shares; 2025Q3: 2,925 shares 2,925 $798K 0.02% -66 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 9,796 shares; 2025Q1: 8,793 shares; 2025Q2: 8,719 shares; 2025Q3: 8,719 shares 8,719 $793K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 3,766 shares; 2025Q1: 3,820 shares; 2025Q2: 3,754 shares; 2025Q3: 3,694 shares 3,694 $793K 0.02% -60 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 15,746 shares; 2025Q1: 14,461 shares; 2025Q2: 14,923 shares; 2025Q3: 15,569 shares 15,569 $788K 0.02% +646 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 29,753 shares; 2025Q1: 24,505 shares; 2025Q2: 24,904 shares; 2025Q3: 22,383 shares 22,383 $785K 0.02% -2,521 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 5,089 shares; 2025Q1: 5,220 shares; 2025Q2: 4,436 shares; 2025Q3: 4,382 shares 4,382 $781K 0.02% -54 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 1,851 shares; 2025Q1: 1,872 shares; 2025Q2: 1,922 shares; 2025Q3: 1,787 shares 1,787 $779K 0.02% -135 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,404 shares; 2024Q4: 38,277 shares; 2025Q1: 37,515 shares; 2025Q2: 21,528 shares; 2025Q3: 18,730 shares 18,730 $775K 0.02% -2,798 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,183 shares; 2024Q4: 9,743 shares; 2025Q1: 8,974 shares; 2025Q2: 8,604 shares; 2025Q3: 8,540 shares 8,540 $773K 0.02% -64 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 14,636 shares; 2025Q1: 17,754 shares; 2025Q2: 21,686 shares; 2025Q3: 21,861 shares 21,861 $772K 0.02% +175 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,366 shares 24,366 $772K 0.02% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,971 shares; 2024Q4: 15,996 shares; 2025Q1: 16,289 shares; 2025Q2: 16,742 shares; 2025Q3: 15,790 shares 15,790 $761K 0.02% -952 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 9,049 shares; 2025Q1: 10,927 shares; 2025Q2: 10,593 shares; 2025Q3: 10,655 shares 10,655 $760K 0.02% +62 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,403 shares 19,403 $753K 0.02% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 12,536 shares; 2025Q1: 10,495 shares; 2025Q2: 10,009 shares; 2025Q3: 10,077 shares 10,077 $751K 0.02% +68 Timeline PLTD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,200 shares; 2025Q3: 111,000 shares 111,000 $750K 0.02% -137,200 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,151 shares; 2025Q1: 9,164 shares; 2025Q2: 9,164 shares; 2025Q3: 9,014 shares 9,014 $746K 0.02% -150 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $744K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 4,417 shares; 2025Q1: 4,269 shares; 2025Q2: 4,034 shares; 2025Q3: 3,913 shares 3,913 $734K 0.02% -121 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 16,975 shares; 2025Q1: 14,363 shares; 2025Q2: 14,910 shares; 2025Q3: 20,866 shares 20,866 $734K 0.02% +5,956 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: 900 shares; 2024Q4: 826 shares; 2025Q1: 805 shares; 2025Q2: 768 shares; 2025Q3: 765 shares 765 $729K 0.02% -3 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,830 shares; 2024Q4: 33,211 shares; 2025Q1: 33,149 shares; 2025Q2: 21,913 shares; 2025Q3: 21,430 shares 21,430 $722K 0.02% -483 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,333 shares; 2025Q1: 1,413 shares; 2025Q2: 1,304 shares; 2025Q3: 1,277 shares 1,277 $722K 0.02% -27 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,172 shares; 2025Q1: 1,196 shares; 2025Q2: 1,276 shares; 2025Q3: 1,574 shares 1,574 $720K 0.02% +298 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,559 shares; 2025Q1: 1,497 shares; 2025Q2: 1,504 shares; 2025Q3: 1,480 shares 1,480 $715K 0.02% -24 SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 7,514 shares; 2025Q1: 7,356 shares; 2025Q2: 7,203 shares; 2025Q3: 7,488 shares 7,488 $715K 0.02% +285 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,514 shares; 2025Q1: 1,414 shares; 2025Q2: not reported; 2025Q3: 992 shares 992 $713K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,631 shares; 2025Q3: 7,841 shares 7,841 $711K 0.02% +4,210 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,537 shares; 2025Q1: 5,162 shares; 2025Q2: 5,138 shares; 2025Q3: 4,886 shares 4,886 $711K 0.02% -252 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,489 shares 19,489 $707K 0.02% new Timeline RING 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: 9,300 shares; 2024Q4: 10,624 shares; 2025Q1: 10,007 shares; 2025Q2: 9,478 shares; 2025Q3: 10,876 shares 10,876 $704K 0.02% +1,398 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,318 shares; 2025Q2: 82,802 shares; 2025Q3: 18,571 shares 18,571 $703K 0.02% -64,231 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,666 shares; 2025Q3: 13,400 shares 13,400 $700K 0.02% -266 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,658 shares; 2024Q4: 19,169 shares; 2025Q1: 18,447 shares; 2025Q2: 16,653 shares; 2025Q3: 16,066 shares 16,066 $699K 0.02% -587 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 14,428 shares; 2025Q1: 14,841 shares; 2025Q2: 9,239 shares; 2025Q3: 12,994 shares 12,994 $699K 0.02% +3,755 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,197 shares; 2025Q1: 1,248 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares 1,655 $698K 0.02% +59 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 129 shares; 2025Q1: 127 shares; 2025Q2: 131 shares; 2025Q3: 132 shares 132 $697K 0.02% +1 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,361 shares; 2024Q4: 17,561 shares; 2025Q1: 17,561 shares; 2025Q2: 16,511 shares; 2025Q3: 17,211 shares 17,211 $696K 0.02% +700 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,764 shares; 2025Q3: 35,069 shares 35,069 $694K 0.02% +24,305 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,597 shares; 2024Q4: 13,339 shares; 2025Q1: 9,023 shares; 2025Q2: 7,965 shares; 2025Q3: 7,254 shares 7,254 $691K 0.02% -711 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,786 shares; 2025Q2: 4,585 shares; 2025Q3: 9,329 shares 9,329 $686K 0.02% +4,744 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: 18,700 shares; 2024Q4: 11,454 shares; 2025Q1: 21,725 shares; 2025Q2: 9,751 shares; 2025Q3: 9,839 shares 9,839 $686K 0.02% +88 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 12,461 shares; 2025Q1: 11,546 shares; 2025Q2: 22,524 shares; 2025Q3: 23,716 shares 23,716 $683K 0.02% +1,192 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: 5,321 shares; 2024Q4: 5,833 shares; 2025Q1: 5,215 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares 5,065 $681K 0.02% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,690 shares; 2024Q4: 23,000 shares; 2025Q1: 23,385 shares; 2025Q2: 22,822 shares; 2025Q3: 22,718 shares 22,718 $673K 0.02% -104 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 4,861 shares; 2025Q1: 4,662 shares; 2025Q2: 5,835 shares; 2025Q3: 5,446 shares 5,446 $672K 0.02% -389 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 12,948 shares; 2025Q1: 14,391 shares; 2025Q2: 14,559 shares; 2025Q3: 14,959 shares 14,959 $669K 0.02% +400 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 7,637 shares; 2025Q1: 9,375 shares; 2025Q2: 9,039 shares; 2025Q3: 9,880 shares 9,880 $668K 0.02% +841 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,781 shares; 2024Q4: 11,483 shares; 2025Q1: 11,518 shares; 2025Q2: 10,927 shares; 2025Q3: 11,210 shares 11,210 $665K 0.02% +283 DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,924 shares; 2024Q4: 8,652 shares; 2025Q1: 8,684 shares; 2025Q2: 8,725 shares; 2025Q3: 7,625 shares 7,625 $664K 0.02% -1,100 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: not reported; 2024Q4: 19,263 shares; 2025Q1: 19,172 shares; 2025Q2: 23,720 shares; 2025Q3: 23,661 shares 23,661 $662K 0.02% -59 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,671 shares; 2024Q4: 7,894 shares; 2025Q1: 7,789 shares; 2025Q2: 7,958 shares; 2025Q3: 7,920 shares 7,920 $661K 0.02% -38 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 21,584 shares; 2025Q1: 17,164 shares; 2025Q2: 18,581 shares; 2025Q3: 18,042 shares 18,042 $659K 0.02% -539 Timeline EMLC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,518 shares 25,518 $651K 0.02% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,258 shares; 2024Q4: 61,232 shares; 2025Q1: 60,282 shares; 2025Q2: 57,949 shares; 2025Q3: 57,104 shares 57,104 $650K 0.02% -845 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 1,982 shares; 2025Q1: 2,061 shares; 2025Q2: 2,031 shares; 2025Q3: 2,044 shares 2,044 $649K 0.02% +13 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 10,401 shares; 2025Q1: 10,365 shares; 2025Q2: 11,060 shares; 2025Q3: 10,864 shares 10,864 $649K 0.02% -196 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,112 shares; 2024Q4: 23,795 shares; 2025Q1: 40,570 shares; 2025Q2: 40,489 shares; 2025Q3: 41,743 shares 41,743 $646K 0.02% +1,254 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 11,339 shares; 2025Q1: 11,482 shares; 2025Q2: 12,644 shares; 2025Q3: 12,741 shares 12,741 $646K 0.02% +97 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,015 shares; 2024Q4: 19,649 shares; 2025Q1: 20,334 shares; 2025Q2: 21,110 shares; 2025Q3: 20,426 shares 20,426 $646K 0.02% -684 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 6,898 shares; 2025Q1: 7,422 shares; 2025Q2: 7,915 shares; 2025Q3: 7,792 shares 7,792 $642K 0.02% -123 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 9,657 shares; 2025Q1: 9,155 shares; 2025Q2: 8,890 shares; 2025Q3: 8,891 shares 8,891 $641K 0.02% +1 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,929 shares; 2024Q4: 13,105 shares; 2025Q1: 13,147 shares; 2025Q2: 14,736 shares; 2025Q3: 14,822 shares 14,822 $640K 0.02% +86 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 798 shares; 2025Q1: 782 shares; 2025Q2: 795 shares; 2025Q3: 773 shares 773 $638K 0.02% -22 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,921 shares 13,921 $637K 0.02% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,577 shares; 2024Q4: 18,389 shares; 2025Q1: 18,500 shares; 2025Q2: 13,136 shares; 2025Q3: 12,723 shares 12,723 $636K 0.02% -413 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: 4,560 shares; 2024Q4: 3,746 shares; 2025Q1: 4,248 shares; 2025Q2: 4,539 shares; 2025Q3: 4,561 shares 4,561 $632K 0.02% +22 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,145 shares; 2024Q4: 16,406 shares; 2025Q1: 15,140 shares; 2025Q2: 15,302 shares; 2025Q3: 15,329 shares 15,329 $631K 0.02% +27 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: not reported; 2025Q3: 9,596 shares 9,596 $629K 0.02% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 7,196 shares; 2025Q1: 7,024 shares; 2025Q2: 7,040 shares; 2025Q3: 6,718 shares 6,718 $621K 0.02% -322 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,885 shares; 2025Q1: 2,927 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares 3,308 $619K 0.02% +15 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,607 shares; 2024Q4: 96,268 shares; 2025Q1: 71,416 shares; 2025Q2: 15,778 shares; 2025Q3: 16,548 shares 16,548 $615K 0.02% +770 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,268 shares; 2025Q3: 11,721 shares 11,721 $615K 0.02% +453 Timeline REMX 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: not reported; 2025Q1: 13,563 shares; 2025Q2: 10,493 shares; 2025Q3: 9,309 shares 9,309 $613K 0.02% -1,184 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,024 shares; 2024Q4: 15,033 shares; 2025Q1: 5,777 shares; 2025Q2: 5,698 shares; 2025Q3: 5,625 shares 5,625 $612K 0.02% -73 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 4,858 shares; 2025Q1: 4,966 shares; 2025Q2: 4,944 shares; 2025Q3: 4,861 shares 4,861 $612K 0.02% -83 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,304 shares; 2025Q1: 2,676 shares; 2025Q2: 2,472 shares; 2025Q3: 2,551 shares 2,551 $611K 0.02% +79 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,825 shares; 2024Q4: 10,148 shares; 2025Q1: 10,256 shares; 2025Q2: 9,397 shares; 2025Q3: 9,305 shares 9,305 $610K 0.02% -92 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: 11,635 shares; 2024Q4: 10,383 shares; 2025Q1: 10,210 shares; 2025Q2: 10,855 shares; 2025Q3: 12,606 shares 12,606 $609K 0.02% +1,751 Timeline SCHZ 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: 22,372 shares; 2024Q4: 26,990 shares; 2025Q1: 24,253 shares; 2025Q2: 26,620 shares; 2025Q3: 25,956 shares 25,956 $609K 0.02% -664 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 1,784 shares; 2025Q1: 1,542 shares; 2025Q2: 1,547 shares; 2025Q3: 1,542 shares 1,542 $604K 0.02% -5 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: 11,607 shares; 2024Q4: 8,197 shares; 2025Q1: 8,387 shares; 2025Q2: 8,677 shares; 2025Q3: 8,961 shares 8,961 $601K 0.02% +284 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: 2,497 shares; 2024Q4: 2,058 shares; 2025Q1: 1,930 shares; 2025Q2: 1,737 shares; 2025Q3: 1,841 shares 1,841 $596K 0.02% +104 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 8,747 shares; 2025Q1: 9,125 shares; 2025Q2: 9,163 shares; 2025Q3: 11,334 shares 11,334 $590K 0.01% +2,171 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,448 shares; 2024Q4: 15,792 shares; 2025Q1: 15,821 shares; 2025Q2: 13,416 shares; 2025Q3: 12,888 shares 12,888 $589K 0.01% -528 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 4,892 shares; 2025Q1: 7,671 shares; 2025Q2: 7,740 shares; 2025Q3: 7,659 shares 7,659 $587K 0.01% -81 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,254 shares; 2024Q4: 9,619 shares; 2025Q1: 9,518 shares; 2025Q2: 8,873 shares; 2025Q3: 8,686 shares 8,686 $586K 0.01% -187 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION 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: 24,511 shares; 2025Q2: 24,424 shares; 2025Q3: 26,342 shares 26,342 $582K 0.01% +1,918 Timeline KOMP 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: 12,206 shares; 2024Q4: 11,490 shares; 2025Q1: 10,974 shares; 2025Q2: 10,688 shares; 2025Q3: 9,344 shares 9,344 $582K 0.01% -1,344 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,535 shares; 2024Q4: 75,307 shares; 2025Q1: 73,946 shares; 2025Q2: 30,553 shares; 2025Q3: 25,478 shares 25,478 $579K 0.01% -5,075 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 3,545 shares; 2025Q1: 3,655 shares; 2025Q2: 3,403 shares; 2025Q3: 3,680 shares 3,680 $578K 0.01% +277 Timeline PSCU INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,040 shares 10,040 $577K 0.01% new 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: 65,345 shares; 2024Q4: 65,100 shares; 2025Q1: 53,239 shares; 2025Q2: 22,035 shares; 2025Q3: 21,386 shares 21,386 $576K 0.01% -649 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 2,403 shares; 2025Q1: 2,758 shares; 2025Q2: 3,931 shares; 2025Q3: 4,492 shares 4,492 $576K 0.01% +561 Timeline EEM 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: 8,415 shares; 2024Q4: 22,022 shares; 2025Q1: 10,736 shares; 2025Q2: 10,749 shares; 2025Q3: 10,772 shares 10,772 $575K 0.01% +23 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: 4,444 shares; 2024Q4: 3,255 shares; 2025Q1: 3,024 shares; 2025Q2: 3,571 shares; 2025Q3: 3,712 shares 3,712 $564K 0.01% +141 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 3,141 shares; 2025Q1: 3,208 shares; 2025Q2: 2,810 shares; 2025Q3: 2,808 shares 2,808 $564K 0.01% -2 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: 15,136 shares; 2024Q4: 8,816 shares; 2025Q1: 11,316 shares; 2025Q2: 10,785 shares; 2025Q3: 9,244 shares 9,244 $564K 0.01% -1,541 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 6,922 shares; 2025Q1: 7,293 shares; 2025Q2: 7,640 shares; 2025Q3: 7,498 shares 7,498 $563K 0.01% -142 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,759 shares; 2025Q3: 5,005 shares 5,005 $559K 0.01% -754 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 10,503 shares; 2025Q1: 9,720 shares; 2025Q2: 8,178 shares; 2025Q3: 8,797 shares 8,797 $557K 0.01% +619 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,355 shares 2,355 $556K 0.01% +156 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 7,187 shares; 2025Q1: 7,295 shares; 2025Q2: 7,184 shares; 2025Q3: 9,753 shares 9,753 $555K 0.01% +2,569 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 2,957 shares; 2025Q1: 2,853 shares; 2025Q2: 2,801 shares; 2025Q3: 5,516 shares 5,516 $551K 0.01% +2,715 Timeline IWO 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: 1,753 shares; 2024Q4: 1,648 shares; 2025Q1: 1,720 shares; 2025Q2: 1,714 shares; 2025Q3: 1,716 shares 1,716 $549K 0.01% +2 Timeline TIP 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: 5,503 shares; 2024Q4: 7,367 shares; 2025Q1: 7,376 shares; 2025Q2: 8,076 shares; 2025Q3: 4,932 shares 4,932 $549K 0.01% -3,144 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,627 shares; 2024Q4: 21,432 shares; 2025Q1: 21,470 shares; 2025Q2: 21,289 shares; 2025Q3: 15,306 shares 15,306 $548K 0.01% -5,983 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,806 shares; 2025Q1: 8,806 shares; 2025Q2: 15,668 shares; 2025Q3: 15,745 shares 15,745 $547K 0.01% +77 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 5,821 shares; 2025Q1: 4,930 shares; 2025Q2: 4,328 shares; 2025Q3: 4,344 shares 4,344 $545K 0.01% +16 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,099 shares; 2024Q4: 14,867 shares; 2025Q1: 16,082 shares; 2025Q2: 16,010 shares; 2025Q3: 19,542 shares 19,542 $543K 0.01% +3,532 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 283 shares 283 $541K 0.01% +61 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,874 shares; 2024Q4: 11,760 shares; 2025Q1: 6,314 shares; 2025Q2: 8,887 shares; 2025Q3: 10,864 shares 10,864 $537K 0.01% +1,977 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,021 shares; 2025Q3: 14,111 shares 14,111 $537K 0.01% -1,910 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,200 shares; 2025Q1: 2,202 shares; 2025Q2: 2,165 shares; 2025Q3: 2,178 shares 2,178 $536K 0.01% +13 Timeline FEX 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: 7,104 shares; 2024Q4: 5,841 shares; 2025Q1: 5,852 shares; 2025Q2: 4,571 shares; 2025Q3: 4,579 shares 4,579 $535K 0.01% +8 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,863 shares; 2024Q4: 10,167 shares; 2025Q1: 4,268 shares; 2025Q2: 4,189 shares; 2025Q3: 4,165 shares 4,165 $535K 0.01% -24 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,008 shares; 2024Q4: 21,147 shares; 2025Q1: 21,295 shares; 2025Q2: 21,504 shares; 2025Q3: 21,504 shares 21,504 $534K 0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,138 shares; 2024Q4: 21,461 shares; 2025Q1: 25,520 shares; 2025Q2: 28,408 shares; 2025Q3: 35,560 shares 35,560 $531K 0.01% +7,152 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: 18,163 shares; 2024Q4: 22,110 shares; 2025Q1: 22,059 shares; 2025Q2: 22,342 shares; 2025Q3: 20,409 shares 20,409 $529K 0.01% -1,933 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,627 shares; 2024Q4: 10,075 shares; 2025Q1: 10,090 shares; 2025Q2: 10,302 shares; 2025Q3: 10,552 shares 10,552 $528K 0.01% +250 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 12,599 shares; 2025Q1: 9,799 shares; 2025Q2: 10,299 shares; 2025Q3: 10,299 shares 10,299 $525K 0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 12,462 shares; 2025Q1: 11,420 shares; 2025Q2: 11,375 shares; 2025Q3: 10,328 shares 10,328 $521K 0.01% -1,047 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: 7,115 shares; 2024Q4: 5,041 shares; 2025Q1: 5,003 shares; 2025Q2: 4,283 shares; 2025Q3: 4,185 shares 4,185 $520K 0.01% -98 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,120 shares; 2025Q3: 17,439 shares 17,439 $520K 0.01% +319 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,391 shares; 2024Q4: 33,133 shares; 2025Q1: 39,350 shares; 2025Q2: 34,370 shares; 2025Q3: 34,460 shares 34,460 $519K 0.01% +90 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: not reported; 2025Q1: 5,115 shares; 2025Q2: 4,797 shares; 2025Q3: 12,341 shares 12,341 $519K 0.01% +7,544 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 3,620 shares 3,620 $518K 0.01% +507 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: 36,318 shares; 2024Q4: 28,611 shares; 2025Q1: 21,247 shares; 2025Q2: 22,555 shares; 2025Q3: 22,398 shares 22,398 $518K 0.01% -157 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,845 shares; 2024Q4: 24,845 shares; 2025Q1: 24,845 shares; 2025Q2: 24,845 shares; 2025Q3: 24,845 shares 24,845 $517K 0.01% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,050 shares; 2025Q1: 18,713 shares; 2025Q2: 15,583 shares; 2025Q3: 14,273 shares 14,273 $515K 0.01% -1,310 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: 18,556 shares; 2024Q4: 20,295 shares; 2025Q1: 17,328 shares; 2025Q2: 13,768 shares; 2025Q3: 14,531 shares 14,531 $515K 0.01% +763 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 6,072 shares; 2025Q1: 5,983 shares; 2025Q2: 5,250 shares; 2025Q3: 6,139 shares 6,139 $515K 0.01% +889 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,984 shares 10,984 $513K 0.01% new Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,692 shares; 2025Q2: 2,986 shares; 2025Q3: 3,141 shares 3,141 $508K 0.01% +155 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,409 shares; 2024Q4: 9,880 shares; 2025Q1: 11,850 shares; 2025Q2: 10,664 shares; 2025Q3: 11,024 shares 11,024 $508K 0.01% +360 Timeline EIPI 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: 19,763 shares; 2025Q3: 25,617 shares 25,617 $508K 0.01% +5,854 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 2,996 shares; 2025Q1: 2,875 shares; 2025Q2: 3,041 shares; 2025Q3: 3,042 shares 3,042 $507K 0.01% +1 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,230 shares; 2024Q4: 7,049 shares; 2025Q1: 7,316 shares; 2025Q2: 6,950 shares; 2025Q3: 6,978 shares 6,978 $507K 0.01% +28 Timeline DMA DESTRA MULTI-ALTERNATIVE FD More: the full row for DESTRA MULTI-ALTERNATIVE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,451 shares 58,451 $505K 0.01% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,442 shares; 2025Q1: not reported; 2025Q2: 11,042 shares; 2025Q3: 27,581 shares 27,581 $504K 0.01% +16,539 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,167 shares; 2024Q4: 9,975 shares; 2025Q1: 9,970 shares; 2025Q2: 9,180 shares; 2025Q3: 9,180 shares 9,180 $503K 0.01% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,574 shares; 2024Q4: 98,287 shares; 2025Q1: 98,434 shares; 2025Q2: 97,489 shares; 2025Q3: 97,489 shares 97,489 $501K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,245 shares; 2025Q1: 4,601 shares; 2025Q2: 4,474 shares; 2025Q3: 4,453 shares 4,453 $499K 0.01% -21 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 6,252 shares; 2025Q1: 6,808 shares; 2025Q2: 6,078 shares; 2025Q3: 6,238 shares 6,238 $496K 0.01% +160 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,660 shares; 2024Q4: 14,080 shares; 2025Q1: 12,208 shares; 2025Q2: 12,325 shares; 2025Q3: 12,436 shares 12,436 $493K 0.01% +111 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 5,751 shares; 2025Q1: 2,870 shares; 2025Q2: 2,776 shares; 2025Q3: 2,751 shares 2,751 $491K 0.01% -25 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 27,842 shares; 2025Q3: 27,949 shares 27,949 $489K 0.01% +107 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 3,576 shares 3,576 $489K 0.01% +2,104 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: 9,440 shares; 2025Q1: 5,642 shares; 2025Q2: 5,558 shares; 2025Q3: 5,570 shares 5,570 $489K 0.01% +12 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,829 shares; 2025Q3: 4,814 shares 4,814 $489K 0.01% -15 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,309 shares; 2024Q4: 16,849 shares; 2025Q1: 21,274 shares; 2025Q2: 11,518 shares; 2025Q3: 10,464 shares 10,464 $489K 0.01% -1,054 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,350 shares; 2025Q1: 1,218 shares; 2025Q2: 1,987 shares; 2025Q3: 1,818 shares 1,818 $486K 0.01% -169 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,564 shares; 2025Q3: 4,691 shares 4,691 $483K 0.01% +127 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 4,330 shares; 2025Q1: 4,148 shares; 2025Q2: 4,894 shares; 2025Q3: 5,050 shares 5,050 $482K 0.01% +156 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,992 shares; 2024Q4: 7,759 shares; 2025Q1: 4,203 shares; 2025Q2: 5,087 shares; 2025Q3: 4,788 shares 4,788 $481K 0.01% -299 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,486 shares 6,486 $480K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 5,600 shares; 2025Q1: 5,609 shares; 2025Q2: 5,425 shares; 2025Q3: 5,333 shares 5,333 $480K 0.01% -92 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 15,040 shares; 2025Q1: 12,251 shares; 2025Q2: 8,103 shares; 2025Q3: 7,505 shares 7,505 $475K 0.01% -598 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 5,899 shares; 2025Q3: 5,382 shares 5,382 $474K 0.01% -517 Timeline FXD 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: 8,580 shares; 2024Q4: 7,600 shares; 2025Q1: 7,572 shares; 2025Q2: 7,537 shares; 2025Q3: 6,941 shares 6,941 $474K 0.01% -596 Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,984 shares; 2024Q4: 27,745 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,103 shares 11,103 $473K 0.01% new Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,949 shares; 2024Q4: 12,805 shares; 2025Q1: 19,873 shares; 2025Q2: 19,098 shares; 2025Q3: 19,161 shares 19,161 $468K 0.01% +63 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 2,276 shares; 2025Q1: 2,604 shares; 2025Q2: 2,974 shares; 2025Q3: 3,272 shares 3,272 $466K 0.01% +298 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: 3,460 shares; 2024Q4: 2,260 shares; 2025Q1: 2,306 shares; 2025Q2: 2,251 shares; 2025Q3: 2,309 shares 2,309 $465K 0.01% +58 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,701 shares; 2024Q4: 10,968 shares; 2025Q1: 13,360 shares; 2025Q2: 8,711 shares; 2025Q3: 8,341 shares 8,341 $465K 0.01% -370 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 4,733 shares; 2025Q1: 4,733 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares 4,505 $465K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,072 shares; 2025Q1: 1,416 shares; 2025Q2: 1,275 shares; 2025Q3: 1,320 shares 1,320 $463K 0.01% +45 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,659 shares; 2025Q3: 8,834 shares 8,834 $461K 0.01% +175 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,015 shares; 2024Q4: 12,307 shares; 2025Q1: 13,752 shares; 2025Q2: 4,680 shares; 2025Q3: 5,000 shares 5,000 $461K 0.01% +320 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,588 shares 4,588 $461K 0.01% new Timeline CATH 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: 4,916 shares; 2024Q4: 4,916 shares; 2025Q1: 4,888 shares; 2025Q2: 5,559 shares; 2025Q3: 5,678 shares 5,678 $460K 0.01% +119 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,441 shares; 2024Q4: 118,691 shares; 2025Q1: 118,691 shares; 2025Q2: 115,391 shares; 2025Q3: 115,391 shares 115,391 $458K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,787 shares; 2025Q1: 4,726 shares; 2025Q2: 4,711 shares; 2025Q3: 5,507 shares 5,507 $457K 0.01% +796 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,499 shares 9,499 $455K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,936 shares; 2025Q1: 5,995 shares; 2025Q2: 5,831 shares; 2025Q3: 5,823 shares 5,823 $453K 0.01% -8 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,879 shares; 2024Q4: 17,733 shares; 2025Q1: 10,382 shares; 2025Q2: 9,513 shares; 2025Q3: 13,726 shares 13,726 $452K 0.01% +4,213 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,171 shares; 2025Q1: 2,173 shares; 2025Q2: 2,175 shares; 2025Q3: 2,026 shares 2,026 $452K 0.01% -149 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC 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: 10,948 shares; 2025Q2: 12,514 shares; 2025Q3: 13,154 shares 13,154 $451K 0.01% +640 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,780 shares; 2024Q4: 40,680 shares; 2025Q1: 40,680 shares; 2025Q2: 40,680 shares; 2025Q3: 41,680 shares 41,680 $450K 0.01% +1,000 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,622 shares 3,622 $448K 0.01% +331 Timeline DFAC 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: 55,399 shares; 2024Q4: 43,854 shares; 2025Q1: 43,859 shares; 2025Q2: 43,865 shares; 2025Q3: 11,576 shares 11,576 $446K 0.01% -32,289 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,295 shares; 2024Q4: 3,097 shares; 2025Q1: 3,362 shares; 2025Q2: 3,418 shares; 2025Q3: 3,309 shares 3,309 $445K 0.01% -109 Timeline IJJ 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: 5,571 shares; 2024Q4: 4,147 shares; 2025Q1: 3,570 shares; 2025Q2: 3,346 shares; 2025Q3: 3,416 shares 3,416 $443K 0.01% +70 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,155 shares; 2025Q3: 21,103 shares 21,103 $441K 0.01% -52 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: 3,096 shares; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: 3,153 shares; 2025Q3: 4,005 shares 4,005 $440K 0.01% +852 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,044 shares; 2024Q4: 9,101 shares; 2025Q1: 7,551 shares; 2025Q2: 6,957 shares; 2025Q3: 7,101 shares 7,101 $440K 0.01% +144 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,123 shares 8,123 $440K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 4,781 shares; 2025Q1: 3,075 shares; 2025Q2: 3,073 shares; 2025Q3: 3,242 shares 3,242 $439K 0.01% +169 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 3,699 shares; 2025Q1: 3,861 shares; 2025Q2: 4,571 shares; 2025Q3: 4,466 shares 4,466 $436K 0.01% -105 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 12,667 shares; 2025Q1: 12,115 shares; 2025Q2: 12,513 shares; 2025Q3: 12,625 shares 12,625 $435K 0.01% +112 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: 1,813 shares; 2024Q4: 1,442 shares; 2025Q1: 1,620 shares; 2025Q2: 6,131 shares; 2025Q3: 6,317 shares 6,317 $435K 0.01% +186 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 5,050 shares; 2025Q1: 5,247 shares; 2025Q2: 5,425 shares; 2025Q3: 5,225 shares 5,225 $433K 0.01% -200 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 5,961 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,507 shares 5,507 $432K 0.01% -354 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,111 shares 20,111 $431K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,491 shares; 2025Q1: 1,389 shares; 2025Q2: 1,380 shares; 2025Q3: 1,497 shares 1,497 $431K 0.01% +117 Timeline SPLB 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: 20,965 shares; 2024Q4: 21,498 shares; 2025Q1: 21,379 shares; 2025Q2: 18,110 shares; 2025Q3: 18,548 shares 18,548 $429K 0.01% +438 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: 9,287 shares; 2025Q1: 8,942 shares; 2025Q2: 8,795 shares; 2025Q3: 8,795 shares 8,795 $428K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,840 shares; 2025Q1: 5,517 shares; 2025Q2: 5,826 shares; 2025Q3: 5,321 shares 5,321 $425K 0.01% -505 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: 7,107 shares; 2024Q4: 4,336 shares; 2025Q1: 4,488 shares; 2025Q2: 6,680 shares; 2025Q3: 7,102 shares 7,102 $424K 0.01% +422 TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,214 shares; 2025Q3: 5,239 shares 5,239 $423K 0.01% +25 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 3,514 shares; 2025Q1: 3,667 shares; 2025Q2: 3,656 shares; 2025Q3: 4,046 shares 4,046 $422K 0.01% +390 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,348 shares; 2024Q4: 12,044 shares; 2025Q1: 14,751 shares; 2025Q2: 15,528 shares; 2025Q3: 16,028 shares 16,028 $421K 0.01% +500 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,326 shares; 2025Q1: 3,319 shares; 2025Q2: 3,340 shares; 2025Q3: 3,358 shares 3,358 $420K 0.01% +18 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,687 shares; 2024Q4: 22,081 shares; 2025Q1: 23,978 shares; 2025Q2: 19,419 shares; 2025Q3: 17,047 shares 17,047 $420K 0.01% -2,372 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $418K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,420 shares; 2024Q4: 32,859 shares; 2025Q1: 10,823 shares; 2025Q2: 4,590 shares; 2025Q3: 4,948 shares 4,948 $417K 0.01% +358 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 5,868 shares 5,868 $416K 0.01% +1,061 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 6,746 shares; 2025Q1: 6,690 shares; 2025Q2: 6,283 shares; 2025Q3: 6,164 shares 6,164 $415K 0.01% -119 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: 14,737 shares; 2024Q4: 10,879 shares; 2025Q1: 8,641 shares; 2025Q2: 4,574 shares; 2025Q3: 4,535 shares 4,535 $415K 0.01% -39 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,023 shares; 2024Q4: 29,621 shares; 2025Q1: 24,607 shares; 2025Q2: 26,226 shares; 2025Q3: 25,750 shares 25,750 $414K 0.01% -476 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: 3,447 shares; 2024Q4: 1,888 shares; 2025Q1: 1,895 shares; 2025Q2: 1,870 shares; 2025Q3: 2,083 shares 2,083 $412K 0.01% +213 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares 2,055 $411K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,937 shares; 2025Q3: 2,094 shares 2,094 $411K 0.01% +157 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 4,126 shares; 2025Q1: 3,510 shares; 2025Q2: 3,207 shares; 2025Q3: 3,067 shares 3,067 $409K 0.01% -140 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,829 shares; 2025Q1: 11,340 shares; 2025Q2: 11,422 shares; 2025Q3: 11,711 shares 11,711 $407K 0.01% +289 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,901 shares; 2024Q4: 10,176 shares; 2025Q1: 10,498 shares; 2025Q2: 10,482 shares; 2025Q3: 11,143 shares 11,143 $406K 0.01% +661 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD 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: 7,981 shares 7,981 $403K 0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 9,002 shares; 2025Q1: 8,940 shares; 2025Q2: 8,381 shares; 2025Q3: 6,525 shares 6,525 $402K 0.01% -1,856 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,837 shares; 2025Q1: 26,186 shares; 2025Q2: 26,626 shares; 2025Q3: 14,548 shares 14,548 $402K 0.01% -12,078 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 9,943 shares; 2025Q1: 8,570 shares; 2025Q2: 11,422 shares; 2025Q3: 8,553 shares 8,553 $401K 0.01% -2,869 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 5,900 shares; 2025Q1: 5,864 shares; 2025Q2: 6,015 shares; 2025Q3: 6,411 shares 6,411 $400K 0.01% +396 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,284 shares; 2024Q4: 14,872 shares; 2025Q1: 6,609 shares; 2025Q2: 5,770 shares; 2025Q3: 5,565 shares 5,565 $400K 0.01% -205 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,436 shares; 2024Q4: 10,110 shares; 2025Q1: 10,489 shares; 2025Q2: 9,550 shares; 2025Q3: 9,473 shares 9,473 $400K 0.01% -77 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,064 shares; 2024Q4: 15,381 shares; 2025Q1: 15,632 shares; 2025Q2: 15,295 shares; 2025Q3: 16,302 shares 16,302 $397K 0.01% +1,007 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,315 shares; 2025Q2: 7,840 shares; 2025Q3: 8,215 shares 8,215 $396K 0.01% +375 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: 46,221 shares; 2024Q4: 27,187 shares; 2025Q1: 18,542 shares; 2025Q2: 19,946 shares; 2025Q3: 20,356 shares 20,356 $396K 0.01% +410 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 16,542 shares; 2025Q1: 16,804 shares; 2025Q2: 17,086 shares; 2025Q3: 17,236 shares 17,236 $393K 0.01% +150 Timeline MTUM 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: 1,315 shares; 2024Q4: 2,426 shares; 2025Q1: 2,317 shares; 2025Q2: 1,489 shares; 2025Q3: 1,523 shares 1,523 $390K 0.01% +34 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 9,688 shares 9,688 $386K 0.01% +2,874 Timeline RSPH 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: 25,869 shares; 2024Q4: 14,707 shares; 2025Q1: 13,506 shares; 2025Q2: 10,446 shares; 2025Q3: 12,980 shares 12,980 $381K 0.01% +2,534 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 2,132 shares 2,132 $381K 0.01% +681 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 10,551 shares; 2025Q1: 6,804 shares; 2025Q2: 3,985 shares; 2025Q3: 4,667 shares 4,667 $379K 0.01% +682 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,548 shares; 2025Q1: 1,497 shares; 2025Q2: 1,475 shares; 2025Q3: 1,277 shares 1,277 $378K 0.01% -198 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 9,043 shares; 2025Q1: 8,622 shares; 2025Q2: 8,635 shares; 2025Q3: 8,732 shares 8,732 $378K 0.01% +97 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: 15,123 shares; 2024Q4: 8,639 shares; 2025Q1: 8,537 shares; 2025Q2: 7,938 shares; 2025Q3: 7,940 shares 7,940 $378K 0.01% +2 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,777 shares; 2025Q3: 10,847 shares 10,847 $376K 0.01% +70 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,015 shares; 2024Q4: 5,050 shares; 2025Q1: not reported; 2025Q2: 4,835 shares; 2025Q3: 8,405 shares 8,405 $375K 0.01% +3,570 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,146 shares; 2024Q4: 25,115 shares; 2025Q1: 24,216 shares; 2025Q2: 23,123 shares; 2025Q3: 22,513 shares 22,513 $374K 0.01% -610 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 14,785 shares; 2025Q1: 15,035 shares; 2025Q2: 15,035 shares; 2025Q3: 15,435 shares 15,435 $373K 0.01% +400 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,545 shares; 2025Q1: 9,589 shares; 2025Q2: 9,647 shares; 2025Q3: 9,699 shares 9,699 $372K 0.01% +52 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,741 shares; 2024Q4: 37,191 shares; 2025Q1: 34,441 shares; 2025Q2: 36,721 shares; 2025Q3: 35,341 shares 35,341 $372K 0.01% -1,380 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 8,925 shares; 2025Q1: 8,736 shares; 2025Q2: 8,736 shares; 2025Q3: 8,605 shares 8,605 $370K 0.01% -131 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,177 shares; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: not reported; 2025Q3: 7,885 shares 7,885 $370K 0.01% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 10,238 shares; 2025Q2: 11,280 shares; 2025Q3: 11,008 shares 11,008 $370K 0.01% -272 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,128 shares; 2025Q1: 1,112 shares; 2025Q2: 1,096 shares; 2025Q3: 1,317 shares 1,317 $368K 0.01% +221 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 11,466 shares; 2025Q1: 10,561 shares; 2025Q2: 11,405 shares; 2025Q3: 11,515 shares 11,515 $367K 0.01% +110 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,971 shares; 2025Q1: 10,258 shares; 2025Q2: 10,187 shares; 2025Q3: 10,304 shares 10,304 $366K 0.01% +117 Timeline CPTL 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: 6,633 shares; 2024Q4: 6,633 shares; 2025Q1: 8,052 shares; 2025Q2: 8,077 shares; 2025Q3: 8,444 shares 8,444 $365K 0.01% +367 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 7,122 shares 7,122 $364K 0.01% new Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,816 shares; 2025Q1: 25,191 shares; 2025Q2: 26,385 shares; 2025Q3: 26,832 shares 26,832 $364K 0.01% +447 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 3,441 shares 3,441 $361K 0.01% +631 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: 5,464 shares 5,464 $361K 0.01% +841 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,993 shares; 2024Q4: 14,657 shares; 2025Q1: 11,465 shares; 2025Q2: 8,510 shares; 2025Q3: 8,178 shares 8,178 $360K 0.01% -332 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 680 shares; 2025Q1: 686 shares; 2025Q2: 662 shares; 2025Q3: 662 shares 662 $359K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 2,815 shares; 2025Q1: 2,684 shares; 2025Q2: 2,354 shares; 2025Q3: 2,119 shares 2,119 $359K 0.01% -235 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,120 shares; 2025Q1: 2,125 shares; 2025Q2: 2,095 shares; 2025Q3: 2,102 shares 2,102 $359K 0.01% +7 Timeline LINK INTERLINK ELECTRS INC More: the full row for INTERLINK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,462 shares; 2024Q4: 26,978 shares; 2025Q1: 28,097 shares; 2025Q2: 28,785 shares; 2025Q3: 28,214 shares 28,214 $359K 0.01% -571 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: 344 shares; 2024Q4: 222 shares; 2025Q1: 218 shares; 2025Q2: 3,615 shares; 2025Q3: 3,327 shares 3,327 $359K 0.01% -288 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,550 shares 11,550 $359K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,078 shares; 2025Q1: 5,914 shares; 2025Q2: 7,144 shares; 2025Q3: 4,341 shares 4,341 $357K 0.01% -2,803 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: not reported; 2025Q1: not reported; 2025Q2: 10,192 shares; 2025Q3: 10,150 shares 10,150 $357K 0.01% -42 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,036 shares; 2025Q1: 1,429 shares; 2025Q2: 2,251 shares; 2025Q3: 2,651 shares 2,651 $357K 0.01% +400 Timeline HYDR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,346 shares 10,346 $356K 0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,366 shares; 2025Q1: 4,257 shares; 2025Q2: 5,052 shares; 2025Q3: 5,010 shares 5,010 $356K 0.01% -42 Timeline XFIV 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: 6,525 shares; 2025Q3: 7,175 shares 7,175 $355K 0.01% +650 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,860 shares; 2024Q4: 37,360 shares; 2025Q1: 58,182 shares; 2025Q2: 57,096 shares; 2025Q3: 55,595 shares 55,595 $352K 0.01% -1,501 Timeline TDIV 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: 2,655 shares; 2025Q1: 3,326 shares; 2025Q2: 3,252 shares; 2025Q3: 3,541 shares 3,541 $349K 0.01% +289 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,823 shares; 2024Q4: 4,273 shares; 2025Q1: 3,636 shares; 2025Q2: 3,379 shares; 2025Q3: 3,175 shares 3,175 $349K 0.01% -204 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,300 shares; 2024Q4: 47,900 shares; 2025Q1: 47,900 shares; 2025Q2: 47,000 shares; 2025Q3: 47,000 shares 47,000 $346K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,109 shares 17,109 $346K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 682 shares; 2025Q1: 620 shares; 2025Q2: 643 shares; 2025Q3: 614 shares 614 $345K 0.01% -29 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,418 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares 8,100 $344K 0.01% 0 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,000 shares; 2025Q2: 57,261 shares; 2025Q3: 57,220 shares 57,220 $343K 0.01% -41 Timeline SLX 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: 5,767 shares; 2024Q4: 5,554 shares; 2025Q1: 5,059 shares; 2025Q2: 4,773 shares; 2025Q3: 4,727 shares 4,727 $343K 0.01% -46 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,954 shares 12,954 $342K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 5,953 shares; 2025Q1: 5,523 shares; 2025Q2: 6,065 shares; 2025Q3: 6,783 shares 6,783 $342K 0.01% +718 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,318 shares; 2025Q2: 9,391 shares; 2025Q3: 9,462 shares 9,462 $342K 0.01% +71 Timeline XSHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,109 shares; 2025Q1: 21,113 shares; 2025Q2: 21,261 shares; 2025Q3: 25,473 shares 25,473 $342K 0.01% +4,212 Timeline XTRE 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: 6,750 shares; 2025Q3: 6,850 shares 6,850 $341K 0.01% +100 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,079 shares; 2025Q1: 2,317 shares; 2025Q2: 2,710 shares; 2025Q3: 2,786 shares 2,786 $341K 0.01% +76 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,938 shares; 2024Q4: 12,346 shares; 2025Q1: 12,072 shares; 2025Q2: 12,470 shares; 2025Q3: 12,455 shares 12,455 $339K 0.01% -15 Timeline IWN 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: 2,456 shares; 2024Q4: 1,934 shares; 2025Q1: 1,357 shares; 2025Q2: 1,333 shares; 2025Q3: 1,913 shares 1,913 $338K 0.01% +580 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,884 shares; 2025Q1: 8,239 shares; 2025Q2: 7,602 shares; 2025Q3: 7,854 shares 7,854 $338K 0.01% +252 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares 4,002 $338K 0.01% new 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: 1,047 shares; 2024Q4: 809 shares; 2025Q1: 689 shares; 2025Q2: 755 shares; 2025Q3: 686 shares 686 $337K 0.01% -69 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 4,773 shares; 2025Q1: 5,129 shares; 2025Q2: 5,054 shares; 2025Q3: 5,183 shares 5,183 $336K 0.01% +129 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,879 shares; 2024Q4: 26,764 shares; 2025Q1: 26,364 shares; 2025Q2: 3,122 shares; 2025Q3: 4,242 shares 4,242 $333K 0.01% +1,120 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,176 shares; 2025Q1: 7,943 shares; 2025Q2: 5,837 shares; 2025Q3: 5,562 shares 5,562 $332K 0.01% -275 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,880 shares; 2024Q4: 13,545 shares; 2025Q1: 49,755 shares; 2025Q2: 40,832 shares; 2025Q3: 16,170 shares 16,170 $331K 0.01% -24,662 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 20,741 shares 20,741 $331K 0.01% new Timeline NVD GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 10,480 shares; 2025Q1: 7,800 shares; 2025Q2: not reported; 2025Q3: 38,000 shares 38,000 $331K 0.01% new Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 5,559 shares; 2025Q1: 5,560 shares; 2025Q2: 5,565 shares; 2025Q3: 5,862 shares 5,862 $330K 0.01% +297 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,903 shares; 2025Q1: 8,635 shares; 2025Q2: 7,809 shares; 2025Q3: 8,239 shares 8,239 $329K 0.01% +430 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,738 shares; 2025Q1: 5,773 shares; 2025Q2: 5,884 shares; 2025Q3: 6,495 shares 6,495 $328K 0.01% +611 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,644 shares; 2025Q1: 4,491 shares; 2025Q2: 4,288 shares; 2025Q3: 4,359 shares 4,359 $327K 0.01% +71 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,670 shares; 2024Q4: 8,863 shares; 2025Q1: 25,042 shares; 2025Q2: 9,076 shares; 2025Q3: 6,114 shares 6,114 $324K 0.01% -2,962 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 5,893 shares; 2025Q1: 3,401 shares; 2025Q2: 2,562 shares; 2025Q3: 2,434 shares 2,434 $322K 0.01% -128 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,775 shares; 2024Q4: 19,458 shares; 2025Q1: 19,229 shares; 2025Q2: 19,251 shares; 2025Q3: 18,670 shares 18,670 $322K 0.01% -581 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 3,639 shares; 2025Q1: 3,674 shares; 2025Q2: 20,133 shares; 2025Q3: 3,595 shares 3,595 $322K 0.01% -16,538 Timeline TASK TASKUS INC More: the full row for TASKUS 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: 16,359 shares; 2025Q3: 18,037 shares 18,037 $322K 0.01% +1,678 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,651 shares; 2025Q1: 68,376 shares; 2025Q2: 69,263 shares; 2025Q3: 67,156 shares 67,156 $322K 0.01% -2,107 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,203 shares; 2024Q4: 9,838 shares; 2025Q1: 10,437 shares; 2025Q2: 10,587 shares; 2025Q3: 10,829 shares 10,829 $322K 0.01% +242 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 6,787 shares; 2025Q1: 6,780 shares; 2025Q2: 6,570 shares; 2025Q3: 6,541 shares 6,541 $321K 0.01% -29 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: 1,075 shares; 2024Q4: 772 shares; 2025Q1: 770 shares; 2025Q2: 731 shares; 2025Q3: 1,079 shares 1,079 $321K 0.01% +348 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,296 shares; 2025Q1: 2,216 shares; 2025Q2: 2,221 shares; 2025Q3: 1,913 shares 1,913 $320K 0.01% -308 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 7,647 shares; 2025Q1: 7,971 shares; 2025Q2: 7,729 shares; 2025Q3: 7,227 shares 7,227 $320K 0.01% -502 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares 1,297 $320K 0.01% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 4,804 shares; 2025Q3: 7,273 shares 7,273 $319K 0.01% +2,469 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 5,235 shares; 2025Q1: 5,725 shares; 2025Q2: 5,375 shares; 2025Q3: 1,705 shares 1,705 $319K 0.01% -3,670 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 22,422 shares; 2025Q3: 22,470 shares 22,470 $319K 0.01% +48 Timeline BILS 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: 4,650 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 3,950 shares; 2025Q3: 3,200 shares 3,200 $318K 0.01% -750 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,296 shares; 2025Q1: 13,296 shares; 2025Q2: 13,296 shares; 2025Q3: 13,296 shares 13,296 $314K 0.01% 0 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,989 shares 5,989 $313K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 466 shares; 2025Q1: 600 shares; 2025Q2: 562 shares; 2025Q3: 449 shares 449 $313K 0.01% -113 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,855 shares; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,061 shares 2,061 $311K 0.01% -521 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,941 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares 3,080 $310K 0.01% 0 Timeline MEAR 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: 10,777 shares; 2024Q4: 9,207 shares; 2025Q1: 4,921 shares; 2025Q2: 4,928 shares; 2025Q3: 6,126 shares 6,126 $309K 0.01% +1,198 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,331 shares; 2024Q4: 25,133 shares; 2025Q1: 24,335 shares; 2025Q2: 23,322 shares; 2025Q3: 15,819 shares 15,819 $309K 0.01% -7,503 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 6,935 shares; 2025Q1: 6,834 shares; 2025Q2: 6,841 shares; 2025Q3: 6,847 shares 6,847 $309K 0.01% +6 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,112 shares; 2025Q3: 1,069 shares 1,069 $308K 0.01% -43 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,917 shares 6,917 $308K 0.01% new Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,222 shares; 2025Q1: 7,702 shares; 2025Q2: 8,754 shares; 2025Q3: 6,049 shares 6,049 $307K 0.01% -2,705 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,298 shares; 2024Q4: 12,079 shares; 2025Q1: 16,337 shares; 2025Q2: 12,161 shares; 2025Q3: 10,614 shares 10,614 $307K 0.01% -1,547 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,561 shares; 2024Q4: 108,450 shares; 2025Q1: 18,132 shares; 2025Q2: 10,593 shares; 2025Q3: 6,632 shares 6,632 $305K 0.01% -3,961 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: 509 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 715 shares 715 $305K 0.01% +7 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,342 shares; 2025Q3: 6,330 shares 6,330 $302K 0.01% +988 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,772 shares 5,772 $302K 0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 13,379 shares; 2025Q2: 13,400 shares; 2025Q3: 12,191 shares 12,191 $301K 0.01% -1,209 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,278 shares; 2025Q3: 9,191 shares 9,191 $301K 0.01% -4,087 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 12,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 23,500 shares 23,500 $301K 0.01% +3,500 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,462 shares; 2025Q1: 4,381 shares; 2025Q2: 4,185 shares; 2025Q3: 4,278 shares 4,278 $301K 0.01% +93 Timeline SLMT BRERA HOLDINGS PLC More: the full row for BRERA HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $300K 0.01% new Timeline XOP 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: 2,199 shares; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 2,268 shares 2,268 $300K 0.01% +647 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,362 shares 5,362 $300K 0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,547 shares 5,547 $299K 0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 11,735 shares; 2025Q1: 11,709 shares; 2025Q2: 11,709 shares; 2025Q3: 11,657 shares 11,657 $297K 0.01% -52 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,684 shares; 2025Q3: 7,728 shares 7,728 $297K 0.01% +2,044 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 1,843 shares; 2025Q1: 1,755 shares; 2025Q2: 1,536 shares; 2025Q3: 1,556 shares 1,556 $296K 0.01% +20 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 711 shares; 2025Q3: 988 shares 988 $296K 0.01% +277 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 69 shares; 2025Q1: 70 shares; 2025Q2: 72 shares; 2025Q3: 69 shares 69 $296K 0.01% -3 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,721 shares 12,721 $296K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 3,525 shares; 2025Q1: 3,773 shares; 2025Q2: 3,712 shares; 2025Q3: 3,498 shares 3,498 $294K 0.01% -214 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 5,764 shares; 2025Q1: 6,036 shares; 2025Q2: 5,558 shares; 2025Q3: 5,334 shares 5,334 $294K 0.01% -224 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: 12,795 shares; 2024Q4: 11,400 shares; 2025Q1: 11,618 shares; 2025Q2: 6,589 shares; 2025Q3: 6,597 shares 6,597 $293K 0.01% +8 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,748 shares; 2024Q4: not reported; 2025Q1: 3,258 shares; 2025Q2: 3,245 shares; 2025Q3: 3,221 shares 3,221 $293K 0.01% -24 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares 1,332 $293K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,466 shares; 2025Q3: 27,839 shares 27,839 $292K 0.01% +7,373 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,316 shares; 2025Q1: 2,328 shares; 2025Q2: 2,336 shares; 2025Q3: 2,343 shares 2,343 $290K 0.01% +7 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,706 shares; 2024Q4: 6,799 shares; 2025Q1: 6,942 shares; 2025Q2: 6,946 shares; 2025Q3: 5,862 shares 5,862 $289K 0.01% -1,084 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: not reported; 2024Q4: not reported; 2025Q1: 8,932 shares; 2025Q2: 9,824 shares; 2025Q3: 9,974 shares 9,974 $288K 0.01% +150 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 1,501 shares; 2025Q2: 1,524 shares; 2025Q3: 1,632 shares 1,632 $287K 0.01% +108 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,259 shares; 2024Q4: 19,012 shares; 2025Q1: 15,524 shares; 2025Q2: 11,175 shares; 2025Q3: 13,313 shares 13,313 $287K 0.01% +2,138 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,386 shares 2,386 $286K 0.01% new Timeline LCTU 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: 3,895 shares; 2024Q4: 4,192 shares; 2025Q1: 3,805 shares; 2025Q2: 3,763 shares; 2025Q3: 3,946 shares 3,946 $286K 0.01% +183 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 4,766 shares; 2025Q1: 4,691 shares; 2025Q2: 3,221 shares; 2025Q3: 3,109 shares 3,109 $284K 0.01% -112 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 8,064 shares; 2025Q1: 7,777 shares; 2025Q2: 6,876 shares; 2025Q3: 6,749 shares 6,749 $282K 0.01% -127 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,749 shares; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,712 shares 1,712 $280K 0.01% -6 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,622 shares; 2025Q1: 2,568 shares; 2025Q2: 2,564 shares; 2025Q3: 2,565 shares 2,565 $280K 0.01% +1 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 2,901 shares; 2025Q1: 3,193 shares; 2025Q2: 2,910 shares; 2025Q3: 2,896 shares 2,896 $279K 0.01% -14 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 5,229 shares; 2025Q1: 4,527 shares; 2025Q2: 3,166 shares; 2025Q3: 3,140 shares 3,140 $278K 0.01% -26 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,610 shares; 2025Q3: 6,496 shares 6,496 $277K 0.01% +886 Timeline BBUS 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: 2,292 shares 2,292 $277K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,767 shares; 2025Q3: 19,499 shares 19,499 $276K 0.01% +2,732 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 7,100 shares; 2025Q3: 8,067 shares 8,067 $276K 0.01% +967 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: 4,660 shares; 2024Q4: 4,677 shares; 2025Q1: 4,691 shares; 2025Q2: 4,712 shares; 2025Q3: 4,733 shares 4,733 $276K 0.01% +21 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 2,947 shares; 2025Q1: 2,465 shares; 2025Q2: 2,479 shares; 2025Q3: 2,372 shares 2,372 $275K 0.01% -107 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,553 shares 33,553 $275K 0.01% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,782 shares; 2024Q4: 103,474 shares; 2025Q1: 39,975 shares; 2025Q2: 13,974 shares; 2025Q3: 13,974 shares 13,974 $275K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 3,398 shares; 2025Q1: 2,809 shares; 2025Q2: 2,590 shares; 2025Q3: 2,609 shares 2,609 $274K 0.01% +19 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,312 shares; 2024Q4: 6,259 shares; 2025Q1: 6,349 shares; 2025Q2: 5,937 shares; 2025Q3: 6,184 shares 6,184 $274K 0.01% +247 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,287 shares; 2025Q1: 3,701 shares; 2025Q2: 3,665 shares; 2025Q3: 3,578 shares 3,578 $273K 0.01% -87 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 7,200 shares; 2025Q1: 7,547 shares; 2025Q2: 7,763 shares; 2025Q3: 8,025 shares 8,025 $272K 0.01% +262 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 9,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,163 shares 10,163 $272K 0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 2,629 shares 2,629 $272K 0.01% -122 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: 3,424 shares; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,935 shares; 2025Q3: 4,012 shares 4,012 $271K 0.01% +77 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 4,047 shares 4,047 $271K 0.01% +485 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,573 shares 5,573 $270K 0.01% -157 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 3,766 shares; 2025Q1: 4,014 shares; 2025Q2: 4,390 shares; 2025Q3: 4,701 shares 4,701 $270K 0.01% +311 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,097 shares; 2025Q1: 1,141 shares; 2025Q2: 1,193 shares; 2025Q3: 1,185 shares 1,185 $269K 0.01% -8 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,350 shares; 2025Q1: 3,281 shares; 2025Q2: 3,285 shares; 2025Q3: 3,156 shares 3,156 $269K 0.01% -129 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,609 shares; 2024Q4: 31,166 shares; 2025Q1: 30,933 shares; 2025Q2: 25,425 shares; 2025Q3: 23,208 shares 23,208 $269K 0.01% -2,217 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,484 shares; 2025Q1: 3,742 shares; 2025Q2: 4,298 shares; 2025Q3: 3,454 shares 3,454 $269K 0.01% -844 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,899 shares; 2025Q1: 6,899 shares; 2025Q2: 6,899 shares; 2025Q3: 6,729 shares 6,729 $269K 0.01% -170 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 2,363 shares; 2025Q1: 2,384 shares; 2025Q2: 2,281 shares; 2025Q3: 2,087 shares 2,087 $269K 0.01% -194 Timeline MGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: 1,947 shares 1,947 $268K 0.01% +241 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,621 shares; 2024Q4: 11,330 shares; 2025Q1: 10,522 shares; 2025Q2: 10,722 shares; 2025Q3: 10,249 shares 10,249 $267K 0.01% -473 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,318 shares; 2025Q1: 5,149 shares; 2025Q2: 3,729 shares; 2025Q3: 3,695 shares 3,695 $267K 0.01% -34 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 778 shares; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 877 shares 877 $265K 0.01% 0 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT 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: 34,125 shares 34,125 $265K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 475 shares; 2025Q1: 468 shares; 2025Q2: 440 shares; 2025Q3: 442 shares 442 $263K 0.01% +2 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,335 shares; 2025Q1: 2,633 shares; 2025Q2: 2,511 shares; 2025Q3: 2,230 shares 2,230 $263K 0.01% -281 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,498 shares; 2025Q1: 4,649 shares; 2025Q2: 4,727 shares; 2025Q3: 4,829 shares 4,829 $263K 0.01% +102 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,726 shares; 2024Q4: 13,635 shares; 2025Q1: 12,693 shares; 2025Q2: 12,292 shares; 2025Q3: 12,292 shares 12,292 $262K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,139 shares; 2025Q1: 1,133 shares; 2025Q2: 1,003 shares; 2025Q3: 902 shares 902 $260K 0.01% -101 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,088 shares; 2025Q1: 3,088 shares; 2025Q2: 3,088 shares; 2025Q3: 3,088 shares 3,088 $260K 0.01% 0 Timeline SMLV 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: 1,952 shares; 2024Q4: 1,967 shares; 2025Q1: 1,979 shares; 2025Q2: 1,991 shares; 2025Q3: 2,003 shares 2,003 $260K 0.01% +12 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,593 shares; 2025Q3: 1,590 shares 1,590 $260K 0.01% -3 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,100 shares 15,100 $260K 0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: not reported; 2025Q1: 3,021 shares; 2025Q2: not reported; 2025Q3: 4,009 shares 4,009 $260K 0.01% new Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,319 shares; 2025Q1: 3,326 shares; 2025Q2: 2,926 shares; 2025Q3: 2,823 shares 2,823 $259K 0.01% -103 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: not reported; 2024Q4: 2,241 shares; 2025Q1: not reported; 2025Q2: 2,989 shares; 2025Q3: 2,669 shares 2,669 $258K 0.01% -320 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,141 shares; 2025Q1: 4,158 shares; 2025Q2: 4,319 shares; 2025Q3: 4,333 shares 4,333 $257K 0.01% +14 Timeline