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: 54,959 shares; 2024Q4: 51,503 shares; 2025Q1: 56,865 shares; 2025Q2: 44,920 shares; 2025Q3: 40,621 shares 40,621 $3.33M 0.03% -4,299 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: 37,258 shares; 2024Q4: 42,897 shares; 2025Q1: 46,861 shares; 2025Q2: 47,832 shares; 2025Q3: 19,562 shares 19,562 $3.33M 0.03% -28,270 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,076 shares; 2024Q4: 24,771 shares; 2025Q1: 22,141 shares; 2025Q2: 27,362 shares; 2025Q3: 29,783 shares 29,783 $3.32M 0.03% +2,421 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: 108,959 shares; 2024Q4: 107,449 shares; 2025Q1: 118,604 shares; 2025Q2: 111,547 shares; 2025Q3: 128,155 shares 128,155 $3.32M 0.03% +16,608 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: 103,075 shares; 2024Q4: 90,597 shares; 2025Q1: 93,609 shares; 2025Q2: 90,467 shares; 2025Q3: 90,098 shares 90,098 $3.31M 0.03% -369 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,361 shares; 2024Q4: 35,440 shares; 2025Q1: 42,132 shares; 2025Q2: 34,921 shares; 2025Q3: 34,078 shares 34,078 $3.29M 0.03% -843 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: 294 shares; 2024Q4: 395 shares; 2025Q1: 455 shares; 2025Q2: 610 shares; 2025Q3: 609 shares 609 $3.29M 0.03% -1 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: not reported; 2025Q1: 9,022 shares; 2025Q2: 49,683 shares; 2025Q3: 65,492 shares 65,492 $3.26M 0.03% +15,809 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,730 shares; 2024Q4: 65,346 shares; 2025Q1: 62,963 shares; 2025Q2: 72,476 shares; 2025Q3: 72,072 shares 72,072 $3.25M 0.03% -404 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,986 shares; 2024Q4: 36,621 shares; 2025Q1: 37,856 shares; 2025Q2: 35,669 shares; 2025Q3: 34,338 shares 34,338 $3.23M 0.03% -1,331 Timeline BRTR 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: 99,277 shares; 2025Q2: 97,946 shares; 2025Q3: 62,358 shares 62,358 $3.18M 0.03% -35,588 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: 165,918 shares; 2024Q4: 270,515 shares; 2025Q1: 80,396 shares; 2025Q2: 66,880 shares; 2025Q3: 60,023 shares 60,023 $3.17M 0.03% -6,857 Timeline SCHY 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: 97,095 shares; 2024Q4: 118,510 shares; 2025Q1: 128,211 shares; 2025Q2: 131,027 shares; 2025Q3: 113,101 shares 113,101 $3.16M 0.03% -17,926 Timeline TLT 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: 69,418 shares; 2024Q4: 105,140 shares; 2025Q1: 39,901 shares; 2025Q2: 36,035 shares; 2025Q3: 34,985 shares 34,985 $3.13M 0.03% -1,050 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 5,530 shares; 2025Q1: 5,494 shares; 2025Q2: 7,323 shares; 2025Q3: 6,987 shares 6,987 $3.12M 0.03% -336 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 3,011 shares; 2025Q1: 5,137 shares; 2025Q2: 7,331 shares; 2025Q3: 31,025 shares 31,025 $3.12M 0.03% +23,694 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 7,588 shares; 2025Q1: 5,499 shares; 2025Q2: 18,555 shares; 2025Q3: 22,491 shares 22,491 $3.12M 0.03% +3,936 Timeline SDY 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: 23,525 shares; 2024Q4: 23,486 shares; 2025Q1: 21,650 shares; 2025Q2: 22,286 shares; 2025Q3: 22,234 shares 22,234 $3.11M 0.03% -52 Timeline XMMO 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: 10,553 shares; 2024Q4: 13,451 shares; 2025Q1: not reported; 2025Q2: 10,084 shares; 2025Q3: 22,986 shares 22,986 $3.11M 0.03% +12,902 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,539 shares; 2024Q4: 9,256 shares; 2025Q1: 8,716 shares; 2025Q2: 8,577 shares; 2025Q3: 8,305 shares 8,305 $3.11M 0.03% -272 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 24,329 shares; 2025Q1: 31,077 shares; 2025Q2: 29,008 shares; 2025Q3: 31,005 shares 31,005 $3.09M 0.03% +1,997 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,678 shares; 2024Q4: 63,593 shares; 2025Q1: 111,429 shares; 2025Q2: 115,028 shares; 2025Q3: 120,555 shares 120,555 $3.09M 0.03% +5,527 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: 62,519 shares; 2024Q4: 58,952 shares; 2025Q1: 57,298 shares; 2025Q2: 54,660 shares; 2025Q3: 60,724 shares 60,724 $3.09M 0.03% +6,064 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 112,214 shares 112,214 $3.08M 0.03% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,447 shares; 2024Q4: 44,692 shares; 2025Q1: 43,714 shares; 2025Q2: 43,880 shares; 2025Q3: 36,320 shares 36,320 $3.08M 0.03% -7,560 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,044 shares; 2024Q4: 197,950 shares; 2025Q1: 199,057 shares; 2025Q2: 193,468 shares; 2025Q3: 194,736 shares 194,736 $3.06M 0.03% +1,268 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 14,271 shares; 2025Q1: 15,149 shares; 2025Q2: 15,026 shares; 2025Q3: 26,716 shares 26,716 $3.06M 0.03% +11,690 Timeline COWZ 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: 138,806 shares; 2024Q4: 59,927 shares; 2025Q1: 79,224 shares; 2025Q2: 52,970 shares; 2025Q3: 52,964 shares 52,964 $3.04M 0.03% -6 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,048 shares; 2024Q4: 50,974 shares; 2025Q1: 51,477 shares; 2025Q2: 63,575 shares; 2025Q3: 77,072 shares 77,072 $3.02M 0.03% +13,497 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: 10,342 shares; 2024Q4: 12,783 shares; 2025Q1: 14,476 shares; 2025Q2: 24,136 shares; 2025Q3: 24,383 shares 24,383 $3.02M 0.03% +247 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,763 shares; 2024Q4: 45,571 shares; 2025Q1: 77,142 shares; 2025Q2: 67,748 shares; 2025Q3: 59,940 shares 59,940 $3.01M 0.03% -7,808 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,157 shares; 2024Q4: 142,748 shares; 2025Q1: 142,577 shares; 2025Q2: 141,488 shares; 2025Q3: 134,988 shares 134,988 $3.01M 0.03% -6,500 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 6,010 shares; 2025Q1: 8,114 shares; 2025Q2: 8,259 shares; 2025Q3: 8,485 shares 8,485 $2.97M 0.03% +226 Timeline JPSE 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: 65,140 shares; 2024Q4: 61,925 shares; 2025Q1: 64,618 shares; 2025Q2: 61,460 shares; 2025Q3: 59,281 shares 59,281 $2.95M 0.03% -2,179 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: 11,043 shares; 2024Q4: 9,985 shares; 2025Q1: 9,897 shares; 2025Q2: 12,000 shares; 2025Q3: 10,240 shares 10,240 $2.95M 0.03% -1,760 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,945 shares; 2024Q4: 85,006 shares; 2025Q1: 96,399 shares; 2025Q2: 103,599 shares; 2025Q3: 93,935 shares 93,935 $2.95M 0.03% -9,664 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,208 shares; 2024Q4: 201,725 shares; 2025Q1: 281,114 shares; 2025Q2: 239,094 shares; 2025Q3: 57,541 shares 57,541 $2.94M 0.03% -181,553 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,683 shares; 2025Q3: 43,072 shares 43,072 $2.94M 0.03% +389 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,191 shares; 2024Q4: 84,675 shares; 2025Q1: 105,377 shares; 2025Q2: 131,982 shares; 2025Q3: 119,377 shares 119,377 $2.94M 0.03% -12,605 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,364 shares; 2025Q3: 133,119 shares 133,119 $2.91M 0.03% +119,755 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 9,054 shares; 2025Q1: 8,046 shares; 2025Q2: 9,361 shares; 2025Q3: 15,405 shares 15,405 $2.91M 0.03% +6,044 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: 75,317 shares; 2024Q4: 40,200 shares; 2025Q1: 41,561 shares; 2025Q2: 53,353 shares; 2025Q3: 45,930 shares 45,930 $2.91M 0.03% -7,423 Timeline IDMO 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: 18,797 shares; 2024Q4: 19,209 shares; 2025Q1: 17,890 shares; 2025Q2: 22,087 shares; 2025Q3: 53,362 shares 53,362 $2.88M 0.03% +31,275 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,939 shares; 2024Q4: 69,741 shares; 2025Q1: 66,553 shares; 2025Q2: 63,809 shares; 2025Q3: 101,642 shares 101,642 $2.88M 0.03% +37,833 Timeline DFSV 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: 88,970 shares; 2024Q4: 89,170 shares; 2025Q1: 90,003 shares; 2025Q2: 90,279 shares; 2025Q3: 90,369 shares 90,369 $2.88M 0.03% +90 Timeline FDL 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: 40,713 shares; 2024Q4: 54,318 shares; 2025Q1: 56,490 shares; 2025Q2: 59,788 shares; 2025Q3: 66,247 shares 66,247 $2.88M 0.03% +6,459 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,969 shares; 2024Q4: 40,442 shares; 2025Q1: 41,956 shares; 2025Q2: 31,504 shares; 2025Q3: 32,717 shares 32,717 $2.88M 0.03% +1,213 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 44,506 shares; 2025Q1: 204,601 shares; 2025Q2: 214,351 shares; 2025Q3: 213,973 shares 213,973 $2.87M 0.03% -378 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,239 shares; 2024Q4: 24,917 shares; 2025Q1: 23,523 shares; 2025Q2: 11,723 shares; 2025Q3: 20,064 shares 20,064 $2.86M 0.03% +8,341 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677 shares; 2024Q4: 6,329 shares; 2025Q1: 6,466 shares; 2025Q2: 6,015 shares; 2025Q3: 5,891 shares 5,891 $2.86M 0.03% -124 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: 40,854 shares; 2024Q4: 37,063 shares; 2025Q1: 36,183 shares; 2025Q2: 39,041 shares; 2025Q3: 39,854 shares 39,854 $2.85M 0.03% +813 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,569 shares; 2024Q4: 65,889 shares; 2025Q1: 63,317 shares; 2025Q2: 63,594 shares; 2025Q3: 69,344 shares 69,344 $2.84M 0.03% +5,750 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: 17,482 shares; 2024Q4: 46,333 shares; 2025Q1: 40,799 shares; 2025Q2: 37,470 shares; 2025Q3: 35,115 shares 35,115 $2.83M 0.03% -2,355 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: 27,500 shares; 2024Q4: 29,326 shares; 2025Q1: 30,314 shares; 2025Q2: 30,370 shares; 2025Q3: 48,617 shares 48,617 $2.83M 0.03% +18,247 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: 12,593 shares; 2024Q4: 15,556 shares; 2025Q1: not reported; 2025Q2: 14,791 shares; 2025Q3: 38,439 shares 38,439 $2.83M 0.03% +23,648 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,200 shares; 2024Q4: 140,178 shares; 2025Q1: 143,889 shares; 2025Q2: 150,731 shares; 2025Q3: 164,416 shares 164,416 $2.82M 0.03% +13,685 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,145 shares; 2024Q4: 52,322 shares; 2025Q1: 56,922 shares; 2025Q2: 60,613 shares; 2025Q3: 59,357 shares 59,357 $2.8M 0.03% -1,256 Timeline AADR 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: not reported; 2025Q1: not reported; 2025Q2: 11,889 shares; 2025Q3: 32,205 shares 32,205 $2.79M 0.02% +20,316 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,096 shares; 2024Q4: 60,096 shares; 2025Q1: 59,846 shares; 2025Q2: 59,846 shares; 2025Q3: 59,846 shares 59,846 $2.79M 0.02% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,593 shares; 2024Q4: 69,771 shares; 2025Q1: 90,379 shares; 2025Q2: 95,129 shares; 2025Q3: 107,257 shares 107,257 $2.78M 0.02% +12,128 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,180 shares; 2024Q4: 179,286 shares; 2025Q1: 177,101 shares; 2025Q2: 214,838 shares; 2025Q3: 209,130 shares 209,130 $2.77M 0.02% -5,708 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,853 shares; 2024Q4: 61,676 shares; 2025Q1: 73,823 shares; 2025Q2: 96,996 shares; 2025Q3: 118,135 shares 118,135 $2.77M 0.02% +21,139 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,350 shares; 2025Q2: 2,175 shares; 2025Q3: 2,368 shares 2,368 $2.76M 0.02% +193 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: 17,501 shares; 2024Q4: 16,804 shares; 2025Q1: 26,256 shares; 2025Q2: 30,469 shares; 2025Q3: 32,694 shares 32,694 $2.76M 0.02% +2,225 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,425 shares; 2025Q2: 90,140 shares; 2025Q3: 59,315 shares 59,315 $2.75M 0.02% -30,825 Timeline XAR 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: 8,563 shares; 2024Q4: 8,855 shares; 2025Q1: 10,732 shares; 2025Q2: 11,350 shares; 2025Q3: 11,633 shares 11,633 $2.73M 0.02% +283 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,430 shares; 2025Q1: 7,848 shares; 2025Q2: 6,751 shares; 2025Q3: 7,644 shares 7,644 $2.73M 0.02% +893 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: 20,320 shares; 2024Q4: 23,656 shares; 2025Q1: 24,251 shares; 2025Q2: 38,842 shares; 2025Q3: 44,662 shares 44,662 $2.72M 0.02% +5,820 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: 59,331 shares; 2024Q4: 61,525 shares; 2025Q1: 55,177 shares; 2025Q2: 48,863 shares; 2025Q3: 53,953 shares 53,953 $2.72M 0.02% +5,090 Timeline SDOG 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: 45,602 shares; 2024Q4: 45,347 shares; 2025Q1: 45,171 shares; 2025Q2: 45,392 shares; 2025Q3: 44,928 shares 44,928 $2.71M 0.02% -464 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,480 shares; 2025Q1: 2,589 shares; 2025Q2: 2,691 shares; 2025Q3: 2,868 shares 2,868 $2.68M 0.02% +177 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 8,403 shares; 2025Q1: 7,687 shares; 2025Q2: 9,415 shares; 2025Q3: 11,333 shares 11,333 $2.67M 0.02% +1,918 Timeline BUFG 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: 138,609 shares; 2024Q4: 141,899 shares; 2025Q1: 139,360 shares; 2025Q2: 145,503 shares; 2025Q3: 99,057 shares 99,057 $2.67M 0.02% -46,446 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: 5,629 shares; 2024Q4: 6,240 shares; 2025Q1: 6,259 shares; 2025Q2: 8,325 shares; 2025Q3: 7,211 shares 7,211 $2.67M 0.02% -1,114 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: 17,928 shares; 2024Q4: 18,684 shares; 2025Q1: 16,170 shares; 2025Q2: 52,872 shares; 2025Q3: 53,592 shares 53,592 $2.65M 0.02% +720 Timeline DEHP 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: 28,711 shares; 2024Q4: 31,306 shares; 2025Q1: 31,340 shares; 2025Q2: 31,572 shares; 2025Q3: 86,729 shares 86,729 $2.65M 0.02% +55,157 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 5,619 shares; 2025Q1: 8,008 shares; 2025Q2: 7,150 shares; 2025Q3: 8,369 shares 8,369 $2.62M 0.02% +1,219 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 23,130 shares; 2025Q1: 18,582 shares; 2025Q2: 20,102 shares; 2025Q3: 25,301 shares 25,301 $2.61M 0.02% +5,199 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,424 shares; 2024Q4: 27,125 shares; 2025Q1: 34,905 shares; 2025Q2: 31,416 shares; 2025Q3: 25,952 shares 25,952 $2.6M 0.02% -5,464 Timeline SLYV 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: 7,165 shares; 2024Q4: 7,336 shares; 2025Q1: 29,429 shares; 2025Q2: 29,267 shares; 2025Q3: 29,221 shares 29,221 $2.59M 0.02% -46 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,090 shares; 2024Q4: 125,092 shares; 2025Q1: 149,768 shares; 2025Q2: 131,367 shares; 2025Q3: 123,079 shares 123,079 $2.58M 0.02% -8,288 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: 33,756 shares; 2024Q4: 33,355 shares; 2025Q1: 27,131 shares; 2025Q2: 31,756 shares; 2025Q3: 34,165 shares 34,165 $2.58M 0.02% +2,409 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: 4,175 shares; 2024Q4: 4,361 shares; 2025Q1: 4,096 shares; 2025Q2: 7,430 shares; 2025Q3: 8,894 shares 8,894 $2.57M 0.02% +1,464 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,821 shares; 2024Q4: 51,050 shares; 2025Q1: 78,904 shares; 2025Q2: 72,223 shares; 2025Q3: 60,950 shares 60,950 $2.56M 0.02% -11,273 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 6,511 shares; 2025Q1: 5,410 shares; 2025Q2: 10,337 shares; 2025Q3: 10,420 shares 10,420 $2.56M 0.02% +83 Timeline GRPM 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: not reported; 2025Q2: 18,656 shares; 2025Q3: 21,191 shares 21,191 $2.56M 0.02% +2,535 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,922 shares; 2024Q4: 10,372 shares; 2025Q1: 8,381 shares; 2025Q2: 10,469 shares; 2025Q3: 9,752 shares 9,752 $2.54M 0.02% -717 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,119 shares; 2025Q1: 2,174 shares; 2025Q2: 3,937 shares; 2025Q3: 3,909 shares 3,909 $2.54M 0.02% -28 Timeline DEFR 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: 11,288 shares; 2025Q3: 96,425 shares 96,425 $2.53M 0.02% +85,137 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 6,810 shares; 2025Q1: 7,107 shares; 2025Q2: 9,002 shares; 2025Q3: 9,032 shares 9,032 $2.52M 0.02% +30 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,568 shares; 2024Q4: 47,568 shares; 2025Q1: 47,887 shares; 2025Q2: 47,637 shares; 2025Q3: 47,234 shares 47,234 $2.5M 0.02% -403 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: 11,287 shares; 2024Q4: 10,299 shares; 2025Q1: 10,435 shares; 2025Q2: 10,299 shares; 2025Q3: 393,595 shares 393,595 $2.5M 0.02% +383,296 Timeline ILDR 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: not reported; 2025Q3: 76,963 shares 76,963 $2.49M 0.02% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,840 shares; 2025Q1: 13,627 shares; 2025Q2: 13,694 shares; 2025Q3: 13,237 shares 13,237 $2.48M 0.02% -457 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,643 shares; 2024Q4: 16,302 shares; 2025Q1: 17,672 shares; 2025Q2: 19,301 shares; 2025Q3: 19,167 shares 19,167 $2.45M 0.02% -134 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: 7,714 shares; 2024Q4: 10,939 shares; 2025Q1: 9,796 shares; 2025Q2: 17,374 shares; 2025Q3: 16,205 shares 16,205 $2.44M 0.02% -1,169 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,870 shares; 2024Q4: 17,025 shares; 2025Q1: 15,644 shares; 2025Q2: 20,665 shares; 2025Q3: 21,273 shares 21,273 $2.44M 0.02% +608 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,294 shares; 2024Q4: 36,973 shares; 2025Q1: 39,771 shares; 2025Q2: 34,461 shares; 2025Q3: 39,601 shares 39,601 $2.42M 0.02% +5,140 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 15,604 shares; 2025Q1: 12,462 shares; 2025Q2: 15,143 shares; 2025Q3: 12,553 shares 12,553 $2.42M 0.02% -2,590 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,594 shares 66,594 $2.41M 0.02% new Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 9,426 shares; 2025Q1: 11,513 shares; 2025Q2: 41,601 shares; 2025Q3: 23,760 shares 23,760 $2.4M 0.02% -17,841 Timeline NOBL 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: 30,474 shares; 2024Q4: 29,900 shares; 2025Q1: 23,346 shares; 2025Q2: 24,019 shares; 2025Q3: 23,242 shares 23,242 $2.4M 0.02% -777 Timeline VBK 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: 8,332 shares; 2024Q4: 8,094 shares; 2025Q1: 7,807 shares; 2025Q2: 7,853 shares; 2025Q3: 8,047 shares 8,047 $2.39M 0.02% +194 Timeline VSS 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: 13,014 shares; 2024Q4: 17,440 shares; 2025Q1: 17,352 shares; 2025Q2: 16,739 shares; 2025Q3: 16,746 shares 16,746 $2.39M 0.02% +7 Timeline FUND SPROTT FOCUS TR INC More: the full row for SPROTT FOCUS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,649 shares; 2024Q4: 318,403 shares; 2025Q1: 306,353 shares; 2025Q2: 304,898 shares; 2025Q3: 287,121 shares 287,121 $2.39M 0.02% -17,777 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,110 shares; 2025Q3: 35,275 shares 35,275 $2.38M 0.02% +26,165 Timeline DFAI 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: 155,559 shares; 2024Q4: 276,292 shares; 2025Q1: 268,716 shares; 2025Q2: 270,194 shares; 2025Q3: 65,192 shares 65,192 $2.37M 0.02% -205,002 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: 20,974 shares; 2024Q4: 34,621 shares; 2025Q1: 113,594 shares; 2025Q2: 59,144 shares; 2025Q3: 46,746 shares 46,746 $2.36M 0.02% -12,398 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,881 shares; 2024Q4: 28,983 shares; 2025Q1: 28,625 shares; 2025Q2: 59,519 shares; 2025Q3: 67,344 shares 67,344 $2.36M 0.02% +7,825 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: 101,697 shares; 2024Q4: 73,798 shares; 2025Q1: 80,792 shares; 2025Q2: 74,065 shares; 2025Q3: 57,014 shares 57,014 $2.35M 0.02% -17,051 Timeline 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: 11,892 shares; 2024Q4: 11,511 shares; 2025Q1: 12,398 shares; 2025Q2: 20,465 shares; 2025Q3: 24,515 shares 24,515 $2.34M 0.02% +4,050 Timeline FMHI 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: 9,063 shares; 2024Q4: 26,127 shares; 2025Q1: 25,780 shares; 2025Q2: 25,595 shares; 2025Q3: 49,179 shares 49,179 $2.34M 0.02% +23,584 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,289 shares; 2024Q4: 22,866 shares; 2025Q1: 22,506 shares; 2025Q2: 23,469 shares; 2025Q3: 25,108 shares 25,108 $2.33M 0.02% +1,639 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 28,552 shares; 2025Q1: 45,188 shares; 2025Q2: 50,628 shares; 2025Q3: 51,647 shares 51,647 $2.33M 0.02% +1,019 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 755 shares; 2025Q1: 716 shares; 2025Q2: 897 shares; 2025Q3: 994 shares 994 $2.32M 0.02% +97 Timeline PWB 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: 19,982 shares; 2024Q4: 21,316 shares; 2025Q1: 6,355 shares; 2025Q2: 9,914 shares; 2025Q3: 18,502 shares 18,502 $2.32M 0.02% +8,588 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: 251 shares; 2024Q4: 257 shares; 2025Q1: 240 shares; 2025Q2: 449 shares; 2025Q3: 541 shares 541 $2.32M 0.02% +92 Timeline FNDX 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: 22,801 shares; 2024Q4: 65,381 shares; 2025Q1: 79,586 shares; 2025Q2: 92,317 shares; 2025Q3: 87,555 shares 87,555 $2.3M 0.02% -4,762 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 7,153 shares; 2025Q1: 8,964 shares; 2025Q2: 15,756 shares; 2025Q3: 16,240 shares 16,240 $2.3M 0.02% +484 Timeline CALI 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: 4,957 shares; 2024Q4: 18,842 shares; 2025Q1: 21,441 shares; 2025Q2: 15,712 shares; 2025Q3: 45,370 shares 45,370 $2.3M 0.02% +29,658 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,099 shares; 2024Q4: 13,193 shares; 2025Q1: 13,069 shares; 2025Q2: 48,150 shares; 2025Q3: 74,156 shares 74,156 $2.3M 0.02% +26,006 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: 23,831 shares; 2024Q4: 24,095 shares; 2025Q1: 21,155 shares; 2025Q2: 17,029 shares; 2025Q3: 17,914 shares 17,914 $2.3M 0.02% +885 Timeline FTSM 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: 54,951 shares; 2024Q4: 59,979 shares; 2025Q1: 55,717 shares; 2025Q2: 50,280 shares; 2025Q3: 38,102 shares 38,102 $2.28M 0.02% -12,178 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 2,964 shares; 2025Q1: 2,181 shares; 2025Q2: 2,968 shares; 2025Q3: 3,335 shares 3,335 $2.28M 0.02% +367 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,706 shares 45,706 $2.28M 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 12,595 shares; 2025Q1: 13,075 shares; 2025Q2: 11,184 shares; 2025Q3: 12,395 shares 12,395 $2.28M 0.02% +1,211 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: 8,201 shares; 2024Q4: 7,552 shares; 2025Q1: 7,372 shares; 2025Q2: 10,454 shares; 2025Q3: 11,451 shares 11,451 $2.27M 0.02% +997 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,035 shares; 2025Q1: 34,380 shares; 2025Q2: 49,486 shares; 2025Q3: 60,533 shares 60,533 $2.27M 0.02% +11,047 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: not reported; 2024Q4: 14,168 shares; 2025Q1: 12,291 shares; 2025Q2: 27,211 shares; 2025Q3: 33,201 shares 33,201 $2.26M 0.02% +5,990 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: 20,626 shares; 2024Q4: 21,003 shares; 2025Q1: 21,023 shares; 2025Q2: 21,290 shares; 2025Q3: 27,269 shares 27,269 $2.26M 0.02% +5,979 Timeline FHLC 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: 26,752 shares; 2025Q2: 30,574 shares; 2025Q3: 33,638 shares 33,638 $2.25M 0.02% +3,064 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: 74,496 shares; 2024Q4: 46,581 shares; 2025Q1: 47,299 shares; 2025Q2: 44,707 shares; 2025Q3: 43,110 shares 43,110 $2.24M 0.02% -1,597 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,802 shares; 2024Q4: 111,555 shares; 2025Q1: 107,253 shares; 2025Q2: 43,257 shares; 2025Q3: 50,430 shares 50,430 $2.24M 0.02% +7,173 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 9,068 shares; 2025Q1: 8,945 shares; 2025Q2: 10,121 shares; 2025Q3: 10,430 shares 10,430 $2.24M 0.02% +309 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,014 shares; 2024Q4: 35,323 shares; 2025Q1: 38,310 shares; 2025Q2: 11,078 shares; 2025Q3: 37,666 shares 37,666 $2.24M 0.02% +26,588 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,041 shares; 2024Q4: 47,823 shares; 2025Q1: 44,783 shares; 2025Q2: 51,795 shares; 2025Q3: 53,230 shares 53,230 $2.23M 0.02% +1,435 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,160 shares; 2024Q4: 328,026 shares; 2025Q1: 328,391 shares; 2025Q2: 339,166 shares; 2025Q3: 294,110 shares 294,110 $2.22M 0.02% -45,056 Timeline ROBT 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: 40,055 shares; 2025Q3: 41,938 shares 41,938 $2.22M 0.02% +1,883 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: 35,841 shares; 2024Q4: 40,181 shares; 2025Q1: 34,927 shares; 2025Q2: 34,521 shares; 2025Q3: 33,030 shares 33,030 $2.21M 0.02% -1,491 Timeline PXH 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: 86,869 shares 86,869 $2.21M 0.02% 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: 1,743 shares; 2024Q4: 1,933 shares; 2025Q1: 2,702 shares; 2025Q2: 3,344 shares; 2025Q3: 3,156 shares 3,156 $2.2M 0.02% -188 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,512 shares; 2024Q4: 63,882 shares; 2025Q1: 62,613 shares; 2025Q2: 69,470 shares; 2025Q3: 76,186 shares 76,186 $2.19M 0.02% +6,716 Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,214 shares 86,214 $2.19M 0.02% new 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: 12,790 shares; 2024Q4: 22,714 shares; 2025Q1: 10,076 shares; 2025Q2: 12,549 shares; 2025Q3: 15,866 shares 15,866 $2.19M 0.02% +3,317 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,262 shares 86,262 $2.18M 0.02% new Timeline SOXL 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: 60,286 shares; 2025Q3: 62,405 shares 62,405 $2.17M 0.02% +2,119 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: 19,226 shares; 2024Q4: 39,897 shares; 2025Q1: 38,874 shares; 2025Q2: 33,265 shares; 2025Q3: 32,693 shares 32,693 $2.15M 0.02% -572 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: 15,723 shares; 2024Q4: 16,140 shares; 2025Q1: 16,617 shares; 2025Q2: 22,158 shares; 2025Q3: 21,950 shares 21,950 $2.14M 0.02% -208 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,183 shares; 2024Q4: 54,847 shares; 2025Q1: 62,402 shares; 2025Q2: 60,502 shares; 2025Q3: 62,213 shares 62,213 $2.14M 0.02% +1,711 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: 14,793 shares; 2024Q4: 14,482 shares; 2025Q1: 14,519 shares; 2025Q2: 14,718 shares; 2025Q3: 16,487 shares 16,487 $2.13M 0.02% +1,769 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,512 shares; 2025Q1: 2,739 shares; 2025Q2: 3,445 shares; 2025Q3: 4,636 shares 4,636 $2.11M 0.02% +1,191 Timeline PPA 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: 10,093 shares; 2024Q4: 11,210 shares; 2025Q1: 17,359 shares; 2025Q2: 13,792 shares; 2025Q3: 13,585 shares 13,585 $2.11M 0.02% -207 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: 17,752 shares; 2024Q4: 22,786 shares; 2025Q1: 20,155 shares; 2025Q2: 36,209 shares; 2025Q3: 31,314 shares 31,314 $2.11M 0.02% -4,895 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: 65,267 shares; 2024Q4: 115,081 shares; 2025Q1: 66,356 shares; 2025Q2: 65,156 shares; 2025Q3: 39,420 shares 39,420 $2.11M 0.02% -25,736 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: 34,490 shares; 2024Q4: 27,966 shares; 2025Q1: 28,965 shares; 2025Q2: 45,916 shares; 2025Q3: 46,015 shares 46,015 $2.1M 0.02% +99 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,894 shares; 2025Q1: 4,036 shares; 2025Q2: 3,351 shares; 2025Q3: 3,449 shares 3,449 $2.1M 0.02% +98 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,364 shares; 2024Q4: 108,538 shares; 2025Q1: 230,833 shares; 2025Q2: 84,104 shares; 2025Q3: 52,914 shares 52,914 $2.1M 0.02% -31,190 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: 23,968 shares; 2024Q4: 25,044 shares; 2025Q1: 21,061 shares; 2025Q2: 17,775 shares; 2025Q3: 21,084 shares 21,084 $2.08M 0.02% +3,309 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; 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: 172,367 shares 172,367 $2.08M 0.02% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,052 shares; 2024Q4: 22,907 shares; 2025Q1: 22,424 shares; 2025Q2: 20,925 shares; 2025Q3: 26,425 shares 26,425 $2.06M 0.02% +5,500 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,129 shares; 2024Q4: 39,167 shares; 2025Q1: 41,736 shares; 2025Q2: 39,779 shares; 2025Q3: 33,928 shares 33,928 $2.06M 0.02% -5,851 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 41,800 shares; 2025Q2: 42,258 shares; 2025Q3: 53,681 shares 53,681 $2.06M 0.02% +11,423 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: 13,427 shares; 2024Q4: 13,454 shares; 2025Q1: 8,697 shares; 2025Q2: 13,119 shares; 2025Q3: 16,140 shares 16,140 $2.05M 0.02% +3,021 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,351 shares; 2024Q4: 50,663 shares; 2025Q1: 56,250 shares; 2025Q2: 65,917 shares; 2025Q3: 88,482 shares 88,482 $2.04M 0.02% +22,565 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,143 shares; 2024Q4: 20,550 shares; 2025Q1: 21,782 shares; 2025Q2: 22,373 shares; 2025Q3: 37,530 shares 37,530 $2.04M 0.02% +15,157 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,122 shares; 2024Q4: 22,235 shares; 2025Q1: 17,545 shares; 2025Q2: 17,429 shares; 2025Q3: 15,532 shares 15,532 $2.04M 0.02% -1,897 Timeline VYMI 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: 14,612 shares; 2024Q4: 14,635 shares; 2025Q1: 14,177 shares; 2025Q2: 19,773 shares; 2025Q3: 23,960 shares 23,960 $2.03M 0.02% +4,187 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: 11,971 shares; 2024Q4: 11,993 shares; 2025Q1: 5,910 shares; 2025Q2: 18,445 shares; 2025Q3: 36,927 shares 36,927 $2.02M 0.02% +18,482 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,597 shares; 2024Q4: 140,111 shares; 2025Q1: 144,446 shares; 2025Q2: 138,022 shares; 2025Q3: 120,698 shares 120,698 $2.02M 0.02% -17,324 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 6,733 shares; 2025Q1: 2,692 shares; 2025Q2: 8,101 shares; 2025Q3: 9,445 shares 9,445 $2.02M 0.02% +1,344 Timeline DFEV 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: 9,569 shares; 2024Q4: 9,641 shares; 2025Q1: 9,659 shares; 2025Q2: 9,736 shares; 2025Q3: 63,209 shares 63,209 $2.02M 0.02% +53,473 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,373 shares; 2024Q4: 80,482 shares; 2025Q1: 80,055 shares; 2025Q2: 78,236 shares; 2025Q3: 73,852 shares 73,852 $2M 0.02% -4,384 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,337 shares; 2024Q4: 215,271 shares; 2025Q1: 197,870 shares; 2025Q2: 165,443 shares; 2025Q3: 167,495 shares 167,495 $2M 0.02% +2,052 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,554 shares; 2024Q4: 13,419 shares; 2025Q1: 12,924 shares; 2025Q2: 14,890 shares; 2025Q3: 14,722 shares 14,722 $2M 0.02% -168 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 9,697 shares; 2025Q1: 9,963 shares; 2025Q2: 11,854 shares; 2025Q3: 14,621 shares 14,621 $1.99M 0.02% +2,767 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 29,474 shares; 2025Q1: 35,441 shares; 2025Q2: 46,793 shares; 2025Q3: 74,798 shares 74,798 $1.99M 0.02% +28,005 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,412 shares; 2025Q1: 1,715 shares; 2025Q2: 5,259 shares; 2025Q3: 7,267 shares 7,267 $1.98M 0.02% +2,008 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,765 shares; 2024Q4: 179,223 shares; 2025Q1: 153,780 shares; 2025Q2: 145,862 shares; 2025Q3: 140,250 shares 140,250 $1.97M 0.02% -5,612 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,692 shares; 2024Q4: 98,155 shares; 2025Q1: 75,587 shares; 2025Q2: 45,018 shares; 2025Q3: 46,714 shares 46,714 $1.97M 0.02% +1,696 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,163 shares; 2024Q4: 27,569 shares; 2025Q1: 24,761 shares; 2025Q2: 23,006 shares; 2025Q3: 25,611 shares 25,611 $1.96M 0.02% +2,605 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: 1,885 shares; 2024Q4: 2,042 shares; 2025Q1: 2,631 shares; 2025Q2: 3,379 shares; 2025Q3: 4,281 shares 4,281 $1.96M 0.02% +902 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,869 shares; 2024Q4: 113,809 shares; 2025Q1: 24,478 shares; 2025Q2: 23,707 shares; 2025Q3: 20,334 shares 20,334 $1.96M 0.02% -3,373 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: 1,726 shares; 2024Q4: 2,592 shares; 2025Q1: 2,958 shares; 2025Q2: 2,593 shares; 2025Q3: 3,452 shares 3,452 $1.95M 0.02% +859 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: 33,150 shares; 2024Q4: 31,682 shares; 2025Q1: 27,903 shares; 2025Q2: 30,046 shares; 2025Q3: 29,538 shares 29,538 $1.95M 0.02% -508 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: 10,995 shares; 2024Q4: 8,440 shares; 2025Q1: 10,465 shares; 2025Q2: 10,060 shares; 2025Q3: 13,713 shares 13,713 $1.94M 0.02% +3,653 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,548 shares; 2024Q4: 37,190 shares; 2025Q1: 40,099 shares; 2025Q2: 41,939 shares; 2025Q3: 42,682 shares 42,682 $1.94M 0.02% +743 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS 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: 145,424 shares 145,424 $1.94M 0.02% new 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: 40,987 shares; 2024Q4: 54,384 shares; 2025Q1: 50,455 shares; 2025Q2: 22,451 shares; 2025Q3: 23,563 shares 23,563 $1.91M 0.02% +1,112 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,995 shares; 2024Q4: 56,601 shares; 2025Q1: 56,960 shares; 2025Q2: 59,581 shares; 2025Q3: 62,877 shares 62,877 $1.91M 0.02% +3,296 Timeline TGEN TECOGEN INC NEW More: the full row for TECOGEN INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,250 shares; 2025Q3: 216,465 shares 216,465 $1.91M 0.02% +39,215 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: 34,467 shares; 2024Q4: 86,488 shares; 2025Q1: 98,177 shares; 2025Q2: 61,932 shares; 2025Q3: 72,180 shares 72,180 $1.91M 0.02% +10,248 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: 10,913 shares; 2024Q4: 10,526 shares; 2025Q1: 7,971 shares; 2025Q2: 9,543 shares; 2025Q3: 10,135 shares 10,135 $1.9M 0.02% +592 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 13,380 shares; 2025Q1: 31,187 shares; 2025Q2: 17,391 shares; 2025Q3: 25,967 shares 25,967 $1.9M 0.02% +8,576 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares; 2025Q3: 56,461 shares 56,461 $1.9M 0.02% +44,465 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,139 shares; 2024Q4: 46,964 shares; 2025Q1: 36,998 shares; 2025Q2: 34,249 shares; 2025Q3: 33,212 shares 33,212 $1.89M 0.02% -1,037 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: 46,617 shares; 2024Q4: 39,494 shares; 2025Q1: 43,963 shares; 2025Q2: 30,353 shares; 2025Q3: 30,159 shares 30,159 $1.88M 0.02% -194 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,975 shares; 2024Q4: 26,323 shares; 2025Q1: 28,911 shares; 2025Q2: 24,276 shares; 2025Q3: 24,621 shares 24,621 $1.88M 0.02% +345 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: 14,501 shares; 2025Q1: 15,157 shares; 2025Q2: 15,652 shares; 2025Q3: 15,146 shares 15,146 $1.87M 0.02% -506 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 2,276 shares; 2025Q1: 2,121 shares; 2025Q2: 3,766 shares; 2025Q3: 6,273 shares 6,273 $1.87M 0.02% +2,507 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,926 shares; 2025Q1: 4,104 shares; 2025Q2: 7,513 shares; 2025Q3: 6,782 shares 6,782 $1.86M 0.02% -731 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,485 shares; 2025Q3: 57,968 shares 57,968 $1.86M 0.02% +47,483 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,692 shares; 2025Q2: 2,630 shares; 2025Q3: 2,581 shares 2,581 $1.85M 0.02% -49 Timeline EWY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,274 shares; 2025Q3: 23,092 shares 23,092 $1.85M 0.02% +818 Timeline EWH 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: 10,244 shares; 2024Q4: 111,937 shares; 2025Q1: 92,575 shares; 2025Q2: 54,406 shares; 2025Q3: 85,398 shares 85,398 $1.84M 0.02% +30,992 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 17,269 shares; 2025Q1: 12,950 shares; 2025Q2: 24,832 shares; 2025Q3: 22,869 shares 22,869 $1.83M 0.02% -1,963 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: 1,118 shares; 2024Q4: 1,097 shares; 2025Q1: 1,232 shares; 2025Q2: 5,779 shares; 2025Q3: 6,531 shares 6,531 $1.83M 0.02% +752 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,682 shares; 2024Q4: 45,583 shares; 2025Q1: 68,600 shares; 2025Q2: 89,116 shares; 2025Q3: 96,964 shares 96,964 $1.82M 0.02% +7,848 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,748 shares; 2025Q1: 3,795 shares; 2025Q2: 7,818 shares; 2025Q3: 11,013 shares 11,013 $1.82M 0.02% +3,195 Timeline IGV 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: 7,159 shares; 2024Q4: 27,326 shares; 2025Q1: 15,109 shares; 2025Q2: 27,814 shares; 2025Q3: 15,839 shares 15,839 $1.82M 0.02% -11,975 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 40,468 shares; 2025Q1: 35,142 shares; 2025Q2: 83,538 shares; 2025Q3: 120,578 shares 120,578 $1.82M 0.02% +37,040 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,141 shares; 2024Q4: 151,826 shares; 2025Q1: 142,365 shares; 2025Q2: 142,130 shares; 2025Q3: 139,579 shares 139,579 $1.82M 0.02% -2,551 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 8,204 shares; 2025Q1: 7,462 shares; 2025Q2: 11,659 shares; 2025Q3: 14,948 shares 14,948 $1.82M 0.02% +3,289 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: 5,127 shares; 2024Q4: 5,170 shares; 2025Q1: 9,447 shares; 2025Q2: 9,480 shares; 2025Q3: 4,575 shares 4,575 $1.81M 0.02% -4,905 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: 3,051 shares; 2025Q3: 13,237 shares 13,237 $1.81M 0.02% +10,186 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,827 shares; 2024Q4: 27,888 shares; 2025Q1: 29,694 shares; 2025Q2: 31,317 shares; 2025Q3: 30,542 shares 30,542 $1.8M 0.02% -775 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: 25,581 shares; 2024Q4: 22,513 shares; 2025Q1: 59,150 shares; 2025Q2: 60,484 shares; 2025Q3: 64,840 shares 64,840 $1.8M 0.02% +4,356 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: 5,109 shares; 2024Q4: 4,902 shares; 2025Q1: 4,714 shares; 2025Q2: 4,330 shares; 2025Q3: 4,574 shares 4,574 $1.79M 0.02% +244 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: 6,357 shares; 2024Q4: 6,127 shares; 2025Q1: 4,753 shares; 2025Q2: 7,276 shares; 2025Q3: 9,971 shares 9,971 $1.78M 0.02% +2,695 Timeline IWV 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: 5,041 shares; 2024Q4: 5,480 shares; 2025Q1: 4,559 shares; 2025Q2: 4,550 shares; 2025Q3: 4,698 shares 4,698 $1.78M 0.02% +148 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,601 shares; 2024Q4: 29,738 shares; 2025Q1: 27,429 shares; 2025Q2: 27,698 shares; 2025Q3: 23,473 shares 23,473 $1.78M 0.02% -4,225 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,890 shares; 2024Q4: 27,986 shares; 2025Q1: 23,408 shares; 2025Q2: 27,912 shares; 2025Q3: 17,740 shares 17,740 $1.78M 0.02% -10,172 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,461 shares; 2024Q4: 42,532 shares; 2025Q1: 51,975 shares; 2025Q2: 69,142 shares; 2025Q3: 74,342 shares 74,342 $1.77M 0.02% +5,200 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,168 shares 34,168 $1.77M 0.02% new Timeline SPAB 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: 323,173 shares; 2024Q4: 131,060 shares; 2025Q1: 124,593 shares; 2025Q2: 116,115 shares; 2025Q3: 68,418 shares 68,418 $1.77M 0.02% -47,697 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,471 shares; 2024Q4: 20,600 shares; 2025Q1: 20,020 shares; 2025Q2: 21,866 shares; 2025Q3: 22,057 shares 22,057 $1.76M 0.02% +191 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM 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: 74,391 shares; 2025Q1: 68,733 shares; 2025Q2: 72,771 shares; 2025Q3: 75,663 shares 75,663 $1.76M 0.02% +2,892 Timeline PEJ 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: 37,345 shares; 2024Q4: 35,193 shares; 2025Q1: 31,266 shares; 2025Q2: 29,891 shares; 2025Q3: 29,021 shares 29,021 $1.76M 0.02% -870 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,672 shares; 2025Q1: 1,721 shares; 2025Q2: 1,582 shares; 2025Q3: 1,905 shares 1,905 $1.75M 0.02% +323 Timeline MGOV 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: 23,664 shares; 2025Q1: 67,703 shares; 2025Q2: 84,526 shares; 2025Q3: 85,489 shares 85,489 $1.75M 0.02% +963 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: 140,286 shares; 2024Q4: 139,610 shares; 2025Q1: 140,293 shares; 2025Q2: 146,034 shares; 2025Q3: 153,499 shares 153,499 $1.75M 0.02% +7,465 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,669 shares; 2024Q4: 107,988 shares; 2025Q1: 109,777 shares; 2025Q2: 173,961 shares; 2025Q3: 169,093 shares 169,093 $1.75M 0.02% -4,868 Timeline IQLT 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: 105,439 shares; 2024Q4: 72,673 shares; 2025Q1: 69,571 shares; 2025Q2: 54,854 shares; 2025Q3: 39,035 shares 39,035 $1.72M 0.02% -15,819 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: 8,819 shares; 2024Q4: 8,062 shares; 2025Q1: 9,336 shares; 2025Q2: 7,396 shares; 2025Q3: 7,568 shares 7,568 $1.72M 0.02% +172 Timeline TAXX 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: 11,819 shares; 2025Q1: 18,206 shares; 2025Q2: 29,223 shares; 2025Q3: 33,793 shares 33,793 $1.72M 0.02% +4,570 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: 16,482 shares; 2024Q4: 18,260 shares; 2025Q1: 17,795 shares; 2025Q2: 19,018 shares; 2025Q3: 18,781 shares 18,781 $1.71M 0.02% -237 Timeline DFAS 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: 19,232 shares; 2024Q4: 20,581 shares; 2025Q1: 22,015 shares; 2025Q2: 22,697 shares; 2025Q3: 24,946 shares 24,946 $1.71M 0.02% +2,249 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: 5,956 shares; 2024Q4: 6,331 shares; 2025Q1: 6,732 shares; 2025Q2: 7,864 shares; 2025Q3: 9,579 shares 9,579 $1.71M 0.02% +1,715 Timeline IAGG 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: 7,674 shares; 2025Q1: 5,915 shares; 2025Q2: 25,866 shares; 2025Q3: 33,213 shares 33,213 $1.7M 0.02% +7,347 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,669 shares; 2024Q4: 257,784 shares; 2025Q1: 62,282 shares; 2025Q2: 88,442 shares; 2025Q3: 88,379 shares 88,379 $1.7M 0.02% -63 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: 9,415 shares; 2024Q4: 13,756 shares; 2025Q1: 6,918 shares; 2025Q2: 11,349 shares; 2025Q3: 13,759 shares 13,759 $1.7M 0.02% +2,410 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: 19,947 shares; 2024Q4: 20,820 shares; 2025Q1: 22,110 shares; 2025Q2: 21,868 shares; 2025Q3: 24,996 shares 24,996 $1.69M 0.02% +3,128 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,307 shares; 2024Q4: 71,833 shares; 2025Q1: 146,587 shares; 2025Q2: 78,885 shares; 2025Q3: 78,316 shares 78,316 $1.69M 0.02% -569 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: 13,736 shares; 2024Q4: 13,981 shares; 2025Q1: 16,574 shares; 2025Q2: 13,410 shares; 2025Q3: 12,694 shares 12,694 $1.68M 0.02% -716 Timeline IBTJ 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: 33,497 shares; 2024Q4: 48,000 shares; 2025Q1: 69,008 shares; 2025Q2: 69,201 shares; 2025Q3: 76,143 shares 76,143 $1.67M 0.01% +6,942 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: 2,540 shares; 2024Q4: 2,791 shares; 2025Q1: 2,867 shares; 2025Q2: 3,344 shares; 2025Q3: 3,396 shares 3,396 $1.67M 0.01% +52 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 71,634 shares; 2025Q1: 47,087 shares; 2025Q2: 55,104 shares; 2025Q3: 56,237 shares 56,237 $1.67M 0.01% +1,133 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,080 shares; 2024Q4: 37,772 shares; 2025Q1: 37,315 shares; 2025Q2: 36,969 shares; 2025Q3: 32,418 shares 32,418 $1.67M 0.01% -4,551 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,824 shares; 2024Q4: 25,091 shares; 2025Q1: 27,601 shares; 2025Q2: 26,664 shares; 2025Q3: 22,743 shares 22,743 $1.66M 0.01% -3,921 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: 4,730 shares; 2024Q4: 4,973 shares; 2025Q1: 5,323 shares; 2025Q2: 7,919 shares; 2025Q3: 8,838 shares 8,838 $1.65M 0.01% +919 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: 3,264 shares; 2024Q4: 3,613 shares; 2025Q1: 3,759 shares; 2025Q2: 3,988 shares; 2025Q3: 3,799 shares 3,799 $1.65M 0.01% -189 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: 491 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 4,981 shares; 2025Q3: 15,323 shares 15,323 $1.65M 0.01% +10,342 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: 12,005 shares; 2024Q4: 13,739 shares; 2025Q1: 13,933 shares; 2025Q2: 24,790 shares; 2025Q3: 19,646 shares 19,646 $1.65M 0.01% -5,144 Timeline CDL 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: 9,740 shares; 2024Q4: 10,089 shares; 2025Q1: 10,107 shares; 2025Q2: 12,825 shares; 2025Q3: 23,639 shares 23,639 $1.65M 0.01% +10,814 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: 191,038 shares; 2024Q4: 103,664 shares; 2025Q1: 143,372 shares; 2025Q2: 123,204 shares; 2025Q3: 34,087 shares 34,087 $1.64M 0.01% -89,117 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: 23,930 shares; 2024Q4: 24,699 shares; 2025Q1: 23,976 shares; 2025Q2: 20,072 shares; 2025Q3: 23,072 shares 23,072 $1.64M 0.01% +3,000 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,209 shares; 2025Q2: 62,209 shares; 2025Q3: 65,139 shares 65,139 $1.64M 0.01% +2,930 Timeline NPFI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,824 shares 61,824 $1.64M 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 8,151 shares; 2025Q1: 7,602 shares; 2025Q2: 29,524 shares; 2025Q3: 30,766 shares 30,766 $1.64M 0.01% +1,242 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 6,665 shares; 2025Q1: 7,553 shares; 2025Q2: 13,102 shares; 2025Q3: 11,165 shares 11,165 $1.63M 0.01% -1,937 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,695 shares; 2024Q4: 9,099 shares; 2025Q1: 6,904 shares; 2025Q2: 17,849 shares; 2025Q3: 14,426 shares 14,426 $1.63M 0.01% -3,423 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 6,320 shares; 2025Q1: 6,340 shares; 2025Q2: 6,499 shares; 2025Q3: 6,725 shares 6,725 $1.63M 0.01% +226 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: 14,551 shares; 2024Q4: 8,266 shares; 2025Q1: 9,780 shares; 2025Q2: 8,940 shares; 2025Q3: 9,176 shares 9,176 $1.62M 0.01% +236 Timeline DON 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: 7,331 shares; 2024Q4: 7,192 shares; 2025Q1: 4,633 shares; 2025Q2: 4,747 shares; 2025Q3: 31,020 shares 31,020 $1.62M 0.01% +26,273 Timeline GRID 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: 5,106 shares; 2024Q4: 10,690 shares; 2025Q1: 11,384 shares; 2025Q2: 11,163 shares; 2025Q3: 10,708 shares 10,708 $1.62M 0.01% -455 Timeline SPHQ 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: 7,523 shares; 2024Q4: 9,789 shares; 2025Q1: 9,008 shares; 2025Q2: 9,200 shares; 2025Q3: 22,042 shares 22,042 $1.62M 0.01% +12,842 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: 6,770 shares; 2024Q4: 3,426 shares; 2025Q1: 4,229 shares; 2025Q2: 6,787 shares; 2025Q3: 9,523 shares 9,523 $1.61M 0.01% +2,736 Timeline LYFT LYFT INC More: the full row for LYFT 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: 63,546 shares; 2025Q3: 73,276 shares 73,276 $1.61M 0.01% +9,730 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: 12,240 shares; 2024Q4: 12,609 shares; 2025Q1: 13,059 shares; 2025Q2: 18,195 shares; 2025Q3: 17,946 shares 17,946 $1.61M 0.01% -249 Timeline CALF 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: 41,448 shares; 2024Q4: 41,894 shares; 2025Q1: 28,380 shares; 2025Q2: 47,690 shares; 2025Q3: 36,704 shares 36,704 $1.61M 0.01% -10,986 Timeline VSGX 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: 4,261 shares; 2025Q1: 6,187 shares; 2025Q2: 13,632 shares; 2025Q3: 23,146 shares 23,146 $1.61M 0.01% +9,514 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: 5,616 shares; 2024Q4: 12,589 shares; 2025Q1: 13,383 shares; 2025Q2: 13,180 shares; 2025Q3: 13,233 shares 13,233 $1.59M 0.01% +53 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,811 shares; 2025Q1: 6,178 shares; 2025Q2: 4,508 shares; 2025Q3: 4,943 shares 4,943 $1.59M 0.01% +435 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,149 shares; 2024Q4: 199,676 shares; 2025Q1: 196,419 shares; 2025Q2: 193,054 shares; 2025Q3: 188,813 shares 188,813 $1.59M 0.01% -4,241 Timeline ADME 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: 40,505 shares; 2024Q4: 41,850 shares; 2025Q1: 27,520 shares; 2025Q2: 26,508 shares; 2025Q3: 31,094 shares 31,094 $1.59M 0.01% +4,586 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,756 shares; 2024Q4: 39,161 shares; 2025Q1: 30,888 shares; 2025Q2: 33,413 shares; 2025Q3: 36,462 shares 36,462 $1.58M 0.01% +3,049 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,199 shares; 2024Q4: 19,952 shares; 2025Q1: 12,858 shares; 2025Q2: 27,273 shares; 2025Q3: 28,627 shares 28,627 $1.58M 0.01% +1,354 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 12,021 shares; 2025Q1: 10,749 shares; 2025Q2: 29,085 shares; 2025Q3: 30,205 shares 30,205 $1.58M 0.01% +1,120 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: 19,389 shares; 2024Q4: 22,026 shares; 2025Q1: 16,038 shares; 2025Q2: 17,566 shares; 2025Q3: 23,034 shares 23,034 $1.58M 0.01% +5,468 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,369 shares; 2024Q4: 18,132 shares; 2025Q1: 22,740 shares; 2025Q2: 30,946 shares; 2025Q3: 32,774 shares 32,774 $1.57M 0.01% +1,828 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: 65,845 shares; 2024Q4: 61,800 shares; 2025Q1: 56,866 shares; 2025Q2: 50,809 shares; 2025Q3: 49,404 shares 49,404 $1.56M 0.01% -1,405 Timeline BSMU 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: 17,551 shares; 2024Q4: 45,232 shares; 2025Q1: 37,421 shares; 2025Q2: 47,264 shares; 2025Q3: 71,249 shares 71,249 $1.56M 0.01% +23,985 Timeline EEMV 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: 27,147 shares; 2024Q4: 25,551 shares; 2025Q1: 25,033 shares; 2025Q2: 25,403 shares; 2025Q3: 24,449 shares 24,449 $1.56M 0.01% -954 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: 8,300 shares; 2024Q4: 9,103 shares; 2025Q1: 9,568 shares; 2025Q2: 9,601 shares; 2025Q3: 14,267 shares 14,267 $1.55M 0.01% +4,666 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: 8,038 shares; 2024Q4: 8,723 shares; 2025Q1: 7,169 shares; 2025Q2: 5,567 shares; 2025Q3: 6,282 shares 6,282 $1.55M 0.01% +715 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,521 shares; 2024Q4: 18,142 shares; 2025Q1: 17,244 shares; 2025Q2: 17,179 shares; 2025Q3: 17,886 shares 17,886 $1.54M 0.01% +707 Timeline EWT 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: 16,068 shares; 2024Q4: 26,255 shares; 2025Q1: 15,541 shares; 2025Q2: 30,294 shares; 2025Q3: 24,239 shares 24,239 $1.54M 0.01% -6,055 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: 7,608 shares; 2024Q4: 12,370 shares; 2025Q1: 12,069 shares; 2025Q2: 11,535 shares; 2025Q3: 11,037 shares 11,037 $1.54M 0.01% -498 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,831 shares; 2024Q4: 130,023 shares; 2025Q1: 114,569 shares; 2025Q2: 109,946 shares; 2025Q3: 105,410 shares 105,410 $1.53M 0.01% -4,536 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,518 shares; 2024Q4: 16,299 shares; 2025Q1: 13,584 shares; 2025Q2: 28,173 shares; 2025Q3: 26,814 shares 26,814 $1.52M 0.01% -1,359 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 29,239 shares; 2025Q1: 29,239 shares; 2025Q2: 28,932 shares; 2025Q3: 29,259 shares 29,259 $1.52M 0.01% +327 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: 12,446 shares; 2024Q4: 12,512 shares; 2025Q1: 12,495 shares; 2025Q2: 17,996 shares; 2025Q3: 19,323 shares 19,323 $1.51M 0.01% +1,327 Timeline FTC 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: 10,891 shares; 2024Q4: 10,348 shares; 2025Q1: 10,517 shares; 2025Q2: 10,371 shares; 2025Q3: 9,369 shares 9,369 $1.51M 0.01% -1,002 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: 2,239 shares; 2024Q4: 3,693 shares; 2025Q1: 2,920 shares; 2025Q2: 4,527 shares; 2025Q3: 5,633 shares 5,633 $1.51M 0.01% +1,106 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,619 shares; 2024Q4: 19,835 shares; 2025Q1: 18,241 shares; 2025Q2: 23,124 shares; 2025Q3: 23,170 shares 23,170 $1.49M 0.01% +46 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 12,223 shares; 2025Q2: 17,755 shares; 2025Q3: 17,784 shares 17,784 $1.49M 0.01% +29 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,179 shares; 2024Q4: 21,186 shares; 2025Q1: 22,041 shares; 2025Q2: 21,596 shares; 2025Q3: 16,596 shares 16,596 $1.49M 0.01% -5,000 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,025 shares; 2024Q4: 106,889 shares; 2025Q1: 94,526 shares; 2025Q2: 76,234 shares; 2025Q3: 31,334 shares 31,334 $1.49M 0.01% -44,900 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: not reported; 2025Q1: 8,210 shares; 2025Q2: 9,013 shares; 2025Q3: 30,447 shares 30,447 $1.49M 0.01% +21,434 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,114 shares; 2024Q4: 40,063 shares; 2025Q1: 40,363 shares; 2025Q2: 37,705 shares; 2025Q3: 37,814 shares 37,814 $1.48M 0.01% +109 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,829 shares; 2024Q4: 62,394 shares; 2025Q1: 62,610 shares; 2025Q2: 67,382 shares; 2025Q3: 65,215 shares 65,215 $1.47M 0.01% -2,167 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,027 shares; 2024Q4: 37,000 shares; 2025Q1: 32,525 shares; 2025Q2: 27,294 shares; 2025Q3: 26,986 shares 26,986 $1.47M 0.01% -308 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 42,618 shares; 2025Q2: 49,897 shares; 2025Q3: 57,332 shares 57,332 $1.47M 0.01% +7,435 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: 25,962 shares; 2024Q4: 26,064 shares; 2025Q1: 22,480 shares; 2025Q2: 18,431 shares; 2025Q3: 11,802 shares 11,802 $1.47M 0.01% -6,629 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,006 shares; 2025Q1: 8,016 shares; 2025Q2: 10,460 shares; 2025Q3: 6,376 shares 6,376 $1.47M 0.01% -4,084 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,027 shares; 2024Q4: 25,082 shares; 2025Q1: 26,712 shares; 2025Q2: 25,417 shares; 2025Q3: 26,412 shares 26,412 $1.47M 0.01% +995 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,100 shares; 2024Q4: 24,567 shares; 2025Q1: 24,496 shares; 2025Q2: 28,230 shares; 2025Q3: 30,899 shares 30,899 $1.46M 0.01% +2,669 Timeline JETS 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: 73,231 shares; 2024Q4: 67,699 shares; 2025Q1: 60,226 shares; 2025Q2: 60,853 shares; 2025Q3: 59,305 shares 59,305 $1.46M 0.01% -1,548 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 20,519 shares; 2025Q2: 27,289 shares; 2025Q3: 35,022 shares 35,022 $1.46M 0.01% +7,733 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,322 shares; 2024Q4: 8,805 shares; 2025Q1: 8,698 shares; 2025Q2: 9,035 shares; 2025Q3: 9,641 shares 9,641 $1.45M 0.01% +606 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,050 shares; 2025Q1: 34,000 shares; 2025Q2: 93,279 shares; 2025Q3: 97,941 shares 97,941 $1.45M 0.01% +4,662 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 6,029 shares; 2025Q1: 5,210 shares; 2025Q2: 8,274 shares; 2025Q3: 7,372 shares 7,372 $1.44M 0.01% -902 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: 1,712 shares; 2024Q4: 2,123 shares; 2025Q1: 2,203 shares; 2025Q2: 3,733 shares; 2025Q3: 4,098 shares 4,098 $1.44M 0.01% +365 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,013 shares; 2024Q4: 46,910 shares; 2025Q1: 52,715 shares; 2025Q2: 57,626 shares; 2025Q3: 57,319 shares 57,319 $1.44M 0.01% -307 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,429 shares; 2025Q1: 2,667 shares; 2025Q2: 4,513 shares; 2025Q3: 5,316 shares 5,316 $1.44M 0.01% +803 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 5,362 shares; 2025Q1: 5,511 shares; 2025Q2: 7,086 shares; 2025Q3: 6,995 shares 6,995 $1.44M 0.01% -91 Timeline RWK 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: 26,070 shares; 2024Q4: 26,435 shares; 2025Q1: 24,702 shares; 2025Q2: 24,026 shares; 2025Q3: 11,366 shares 11,366 $1.42M 0.01% -12,660 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 2,207 shares; 2025Q1: 969 shares; 2025Q2: not reported; 2025Q3: 3,297 shares 3,297 $1.42M 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,906 shares; 2025Q1: 20,043 shares; 2025Q2: 21,911 shares; 2025Q3: 27,899 shares 27,899 $1.41M 0.01% +5,988 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: 1,775 shares; 2024Q4: 1,792 shares; 2025Q1: 2,178 shares; 2025Q2: 2,707 shares; 2025Q3: 2,601 shares 2,601 $1.41M 0.01% -106 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: 5,436 shares; 2024Q4: 4,491 shares; 2025Q1: 15,839 shares; 2025Q2: 10,174 shares; 2025Q3: 11,760 shares 11,760 $1.41M 0.01% +1,586 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 14,262 shares; 2025Q3: 16,641 shares 16,641 $1.41M 0.01% +2,379 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: 17,088 shares; 2024Q4: 16,056 shares; 2025Q1: 14,470 shares; 2025Q2: 14,438 shares; 2025Q3: 13,583 shares 13,583 $1.41M 0.01% -855 Timeline WTV 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: 4,027 shares; 2025Q1: 9,030 shares; 2025Q2: 8,743 shares; 2025Q3: 15,480 shares 15,480 $1.41M 0.01% +6,737 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: 4,394 shares; 2024Q4: 4,861 shares; 2025Q1: 4,512 shares; 2025Q2: 5,821 shares; 2025Q3: 5,864 shares 5,864 $1.4M 0.01% +43 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,663 shares; 2025Q1: 1,802 shares; 2025Q2: 3,160 shares; 2025Q3: 2,472 shares 2,472 $1.4M 0.01% -688 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,890 shares; 2024Q4: 14,710 shares; 2025Q1: 15,348 shares; 2025Q2: 17,857 shares; 2025Q3: 26,361 shares 26,361 $1.4M 0.01% +8,504 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 5,122 shares; 2025Q1: 5,140 shares; 2025Q2: 9,771 shares; 2025Q3: 13,574 shares 13,574 $1.39M 0.01% +3,803 Timeline FDD 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: 90,591 shares; 2024Q4: 91,553 shares; 2025Q1: 90,822 shares; 2025Q2: 94,796 shares; 2025Q3: 86,176 shares 86,176 $1.39M 0.01% -8,620 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,364 shares; 2024Q4: 59,069 shares; 2025Q1: 53,620 shares; 2025Q2: 58,385 shares; 2025Q3: 55,414 shares 55,414 $1.39M 0.01% -2,971 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: 18,719 shares; 2024Q4: 14,891 shares; 2025Q1: 13,407 shares; 2025Q2: 11,552 shares; 2025Q3: 14,544 shares 14,544 $1.39M 0.01% +2,992 Timeline JMHI 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: 27,343 shares 27,343 $1.38M 0.01% new 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: 5,103 shares; 2024Q4: 5,723 shares; 2025Q1: 4,639 shares; 2025Q2: 5,242 shares; 2025Q3: 4,314 shares 4,314 $1.37M 0.01% -928 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,074 shares; 2024Q4: 28,500 shares; 2025Q1: 31,935 shares; 2025Q2: 31,632 shares; 2025Q3: 30,303 shares 30,303 $1.37M 0.01% -1,329 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: 29,510 shares; 2024Q4: 24,660 shares; 2025Q1: 107,270 shares; 2025Q2: 43,642 shares; 2025Q3: 18,553 shares 18,553 $1.36M 0.01% -25,089 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: 42,521 shares; 2024Q4: 45,461 shares; 2025Q1: 12,575 shares; 2025Q2: 14,626 shares; 2025Q3: 30,387 shares 30,387 $1.35M 0.01% +15,761 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,534 shares; 2024Q4: 38,473 shares; 2025Q1: 62,846 shares; 2025Q2: 62,996 shares; 2025Q3: 68,083 shares 68,083 $1.35M 0.01% +5,087 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: 9,679 shares; 2024Q4: 9,093 shares; 2025Q1: 7,515 shares; 2025Q2: 6,812 shares; 2025Q3: 6,836 shares 6,836 $1.35M 0.01% +24 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: 33,750 shares; 2024Q4: 33,877 shares; 2025Q1: 33,936 shares; 2025Q2: 34,726 shares; 2025Q3: 31,378 shares 31,378 $1.35M 0.01% -3,348 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,821 shares; 2025Q1: 3,982 shares; 2025Q2: 5,590 shares; 2025Q3: 8,438 shares 8,438 $1.35M 0.01% +2,848 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,776 shares; 2025Q1: 2,142 shares; 2025Q2: 3,504 shares; 2025Q3: 4,853 shares 4,853 $1.35M 0.01% +1,349 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,895 shares; 2025Q1: 8,638 shares; 2025Q2: 27,869 shares; 2025Q3: 34,128 shares 34,128 $1.35M 0.01% +6,259 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: 16,441 shares; 2024Q4: 14,503 shares; 2025Q1: 12,953 shares; 2025Q2: 12,636 shares; 2025Q3: 12,104 shares 12,104 $1.35M 0.01% -532 Timeline SCHE 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: 35,548 shares; 2024Q4: 62,196 shares; 2025Q1: 38,202 shares; 2025Q2: 40,664 shares; 2025Q3: 40,281 shares 40,281 $1.34M 0.01% -383 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 9,145 shares; 2025Q1: 9,540 shares; 2025Q2: 10,043 shares; 2025Q3: 7,139 shares 7,139 $1.34M 0.01% -2,904 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,410 shares; 2025Q3: 43,348 shares 43,348 $1.33M 0.01% +28,938 Timeline EIPX 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: 52,869 shares; 2024Q4: 54,667 shares; 2025Q1: 54,254 shares; 2025Q2: 51,720 shares; 2025Q3: 50,740 shares 50,740 $1.33M 0.01% -980 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,046 shares; 2025Q3: 91,074 shares 91,074 $1.32M 0.01% -4,972 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,539 shares; 2025Q1: 82,756 shares; 2025Q2: 64,894 shares; 2025Q3: 50,774 shares 50,774 $1.32M 0.01% -14,120 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,207 shares; 2024Q4: 140,661 shares; 2025Q1: 142,494 shares; 2025Q2: 136,636 shares; 2025Q3: 133,046 shares 133,046 $1.32M 0.01% -3,590 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,951 shares; 2024Q4: 43,929 shares; 2025Q1: 49,389 shares; 2025Q2: 54,241 shares; 2025Q3: 55,591 shares 55,591 $1.31M 0.01% +1,350 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: 2,705 shares; 2024Q4: 3,688 shares; 2025Q1: 3,371 shares; 2025Q2: 6,613 shares; 2025Q3: 6,671 shares 6,671 $1.31M 0.01% +58 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,857 shares; 2024Q4: 45,663 shares; 2025Q1: 55,359 shares; 2025Q2: 56,381 shares; 2025Q3: 57,912 shares 57,912 $1.3M 0.01% +1,531 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,052 shares; 2024Q4: 32,028 shares; 2025Q1: 29,909 shares; 2025Q2: 56,741 shares; 2025Q3: 53,025 shares 53,025 $1.3M 0.01% -3,716 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,797 shares; 2024Q4: 33,899 shares; 2025Q1: 29,197 shares; 2025Q2: 32,490 shares; 2025Q3: 37,528 shares 37,528 $1.3M 0.01% +5,038 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 4,045 shares; 2025Q1: 3,650 shares; 2025Q2: 3,819 shares; 2025Q3: 4,012 shares 4,012 $1.3M 0.01% +193 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: 2,406 shares; 2024Q4: 2,444 shares; 2025Q1: 2,985 shares; 2025Q2: 3,758 shares; 2025Q3: 3,051 shares 3,051 $1.29M 0.01% -707 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: 17,047 shares; 2024Q4: 17,173 shares; 2025Q1: 17,092 shares; 2025Q2: 15,893 shares; 2025Q3: 17,142 shares 17,142 $1.29M 0.01% +1,249 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,691 shares; 2024Q4: 15,106 shares; 2025Q1: 14,837 shares; 2025Q2: 16,446 shares; 2025Q3: 16,100 shares 16,100 $1.29M 0.01% -346 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: 7,051 shares; 2024Q4: 7,539 shares; 2025Q1: 7,499 shares; 2025Q2: 9,986 shares; 2025Q3: 11,000 shares 11,000 $1.28M 0.01% +1,014 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,185 shares; 2024Q4: 14,573 shares; 2025Q1: 11,931 shares; 2025Q2: 17,389 shares; 2025Q3: 17,871 shares 17,871 $1.27M 0.01% +482 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,019 shares; 2024Q4: 96,099 shares; 2025Q1: 99,163 shares; 2025Q2: 96,721 shares; 2025Q3: 97,921 shares 97,921 $1.27M 0.01% +1,200 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: 1,238 shares; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 7,181 shares; 2025Q3: 7,210 shares 7,210 $1.27M 0.01% +29 Timeline EWC 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: 5,890 shares; 2024Q4: 30,804 shares; 2025Q1: 6,934 shares; 2025Q2: 27,118 shares; 2025Q3: 24,939 shares 24,939 $1.26M 0.01% -2,179 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: 41,973 shares; 2024Q4: 42,567 shares; 2025Q1: 39,195 shares; 2025Q2: 32,320 shares; 2025Q3: 31,481 shares 31,481 $1.26M 0.01% -839 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 8,848 shares; 2025Q1: 8,023 shares; 2025Q2: 13,872 shares; 2025Q3: 12,570 shares 12,570 $1.26M 0.01% -1,302 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: 4,706 shares; 2024Q4: 4,586 shares; 2025Q1: 4,750 shares; 2025Q2: 1,773 shares; 2025Q3: 4,112 shares 4,112 $1.26M 0.01% +2,339 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 2,119 shares; 2025Q2: 2,565 shares; 2025Q3: 3,694 shares 3,694 $1.25M 0.01% +1,129 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,444 shares; 2024Q4: 46,190 shares; 2025Q1: 38,476 shares; 2025Q2: 38,548 shares; 2025Q3: 59,146 shares 59,146 $1.24M 0.01% +20,598 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: 4,504 shares; 2024Q4: 4,742 shares; 2025Q1: 4,670 shares; 2025Q2: 5,631 shares; 2025Q3: 5,652 shares 5,652 $1.24M 0.01% +21 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS 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: 36,568 shares 36,568 $1.24M 0.01% new 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: 43,296 shares; 2024Q4: 39,532 shares; 2025Q1: 8,904 shares; 2025Q2: not reported; 2025Q3: 53,608 shares 53,608 $1.24M 0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,316 shares; 2024Q4: 10,336 shares; 2025Q1: 10,943 shares; 2025Q2: 36,059 shares; 2025Q3: 38,394 shares 38,394 $1.24M 0.01% +2,335 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,156 shares; 2024Q4: 37,053 shares; 2025Q1: 32,067 shares; 2025Q2: 32,132 shares; 2025Q3: 49,166 shares 49,166 $1.23M 0.01% +17,034 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: 75,533 shares; 2024Q4: 52,285 shares; 2025Q1: 31,743 shares; 2025Q2: 30,069 shares; 2025Q3: 29,404 shares 29,404 $1.23M 0.01% -665 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: 62,392 shares; 2024Q4: 67,989 shares; 2025Q1: 69,331 shares; 2025Q2: 82,998 shares; 2025Q3: 70,867 shares 70,867 $1.22M 0.01% -12,131 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: 34,961 shares; 2024Q4: 32,851 shares; 2025Q1: 33,015 shares; 2025Q2: 36,329 shares; 2025Q3: 35,510 shares 35,510 $1.22M 0.01% -819 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: 36,661 shares; 2024Q4: 30,103 shares; 2025Q1: 32,019 shares; 2025Q2: 40,423 shares; 2025Q3: 44,872 shares 44,872 $1.22M 0.01% +4,449 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: 20,670 shares; 2024Q4: 19,104 shares; 2025Q1: 19,468 shares; 2025Q2: 23,015 shares; 2025Q3: 20,413 shares 20,413 $1.22M 0.01% -2,602 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: 2,779 shares; 2024Q4: 2,678 shares; 2025Q1: 7,177 shares; 2025Q2: 9,401 shares; 2025Q3: 5,160 shares 5,160 $1.22M 0.01% -4,241 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: 10,691 shares; 2024Q4: 11,376 shares; 2025Q1: 11,138 shares; 2025Q2: 11,253 shares; 2025Q3: 10,399 shares 10,399 $1.21M 0.01% -854 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 6,165 shares; 2025Q3: 5,278 shares 5,278 $1.21M 0.01% -887 Timeline IWY 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: 3,004 shares; 2024Q4: 6,581 shares; 2025Q1: 6,150 shares; 2025Q2: 3,764 shares; 2025Q3: 4,429 shares 4,429 $1.21M 0.01% +665 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 11,184 shares; 2025Q1: 12,283 shares; 2025Q2: 12,389 shares; 2025Q3: 13,926 shares 13,926 $1.21M 0.01% +1,537 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,149 shares; 2025Q1: 9,013 shares; 2025Q2: 9,445 shares; 2025Q3: 7,923 shares 7,923 $1.21M 0.01% -1,522 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,601 shares; 2025Q1: 6,699 shares; 2025Q2: 6,689 shares; 2025Q3: 4,742 shares 4,742 $1.2M 0.01% -1,947 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 12,750 shares; 2025Q1: 12,998 shares; 2025Q2: 12,675 shares; 2025Q3: 12,562 shares 12,562 $1.2M 0.01% -113 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,735 shares; 2024Q4: 7,909 shares; 2025Q1: 8,030 shares; 2025Q2: 10,947 shares; 2025Q3: 8,410 shares 8,410 $1.2M 0.01% -2,537 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: 1,200 shares; 2025Q1: 1,439 shares; 2025Q2: 3,826 shares; 2025Q3: 3,996 shares 3,996 $1.2M 0.01% +170 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,441 shares; 2024Q4: 38,041 shares; 2025Q1: 52,845 shares; 2025Q2: 52,193 shares; 2025Q3: 52,586 shares 52,586 $1.2M 0.01% +393 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,950 shares; 2025Q1: 4,711 shares; 2025Q2: 5,072 shares; 2025Q3: 5,073 shares 5,073 $1.19M 0.01% +1 Timeline OIH 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: 5,314 shares; 2024Q4: 5,199 shares; 2025Q1: 5,128 shares; 2025Q2: 5,053 shares; 2025Q3: 4,583 shares 4,583 $1.19M 0.01% -470 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,260 shares 11,260 $1.19M 0.01% new 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: 3,271 shares; 2024Q4: 5,550 shares; 2025Q1: 6,136 shares; 2025Q2: 15,263 shares; 2025Q3: 15,603 shares 15,603 $1.19M 0.01% +340 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 22,900 shares; 2025Q1: 27,995 shares; 2025Q2: 22,357 shares; 2025Q3: 23,493 shares 23,493 $1.18M 0.01% +1,136 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,382 shares; 2025Q1: 1,668 shares; 2025Q2: 1,442 shares; 2025Q3: 1,561 shares 1,561 $1.18M 0.01% +119 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,759 shares; 2024Q4: 54,289 shares; 2025Q1: 43,069 shares; 2025Q2: 35,817 shares; 2025Q3: 50,591 shares 50,591 $1.18M 0.01% +14,774 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 4,907 shares; 2025Q1: 5,778 shares; 2025Q2: 5,426 shares; 2025Q3: 4,318 shares 4,318 $1.18M 0.01% -1,108 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,656 shares; 2025Q3: 30,430 shares 30,430 $1.18M 0.01% +774 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 4,976 shares; 2025Q1: 4,767 shares; 2025Q2: 9,253 shares; 2025Q3: 9,954 shares 9,954 $1.18M 0.01% +701 Timeline LIT 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: 9,041 shares; 2024Q4: 6,881 shares; 2025Q1: 6,082 shares; 2025Q2: 5,949 shares; 2025Q3: 20,731 shares 20,731 $1.18M 0.01% +14,782 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: 30,500 shares; 2024Q4: 30,516 shares; 2025Q1: 26,457 shares; 2025Q2: 44,499 shares; 2025Q3: 40,631 shares 40,631 $1.17M 0.01% -3,868 Timeline BUFY 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: 12,475 shares; 2025Q2: 26,580 shares; 2025Q3: 53,835 shares 53,835 $1.17M 0.01% +27,255 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 2,640 shares; 2025Q1: 2,037 shares; 2025Q2: 2,419 shares; 2025Q3: 2,744 shares 2,744 $1.17M 0.01% +325 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,240 shares; 2024Q4: 28,163 shares; 2025Q1: 25,649 shares; 2025Q2: 17,091 shares; 2025Q3: 32,821 shares 32,821 $1.17M 0.01% +15,730 Timeline USFR 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: 251,615 shares; 2024Q4: 174,065 shares; 2025Q1: 197,185 shares; 2025Q2: 206,227 shares; 2025Q3: 23,125 shares 23,125 $1.16M 0.01% -183,102 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 3,640 shares; 2025Q1: 5,438 shares; 2025Q2: 5,502 shares; 2025Q3: 5,550 shares 5,550 $1.16M 0.01% +48 Timeline BBAG 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: 13,107 shares; 2024Q4: 10,137 shares; 2025Q1: 12,091 shares; 2025Q2: 19,532 shares; 2025Q3: 24,825 shares 24,825 $1.16M 0.01% +5,293 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: 48,303 shares; 2024Q4: 49,706 shares; 2025Q1: 48,839 shares; 2025Q2: 73,131 shares; 2025Q3: 72,574 shares 72,574 $1.16M 0.01% -557 Timeline PWZ 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: 36,319 shares; 2025Q2: 38,594 shares; 2025Q3: 48,218 shares 48,218 $1.15M 0.01% +9,624 Timeline GCOR 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: 9,705 shares; 2024Q4: 10,719 shares; 2025Q1: 9,180 shares; 2025Q2: 20,869 shares; 2025Q3: 27,567 shares 27,567 $1.15M 0.01% +6,698 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,082 shares; 2025Q1: 7,787 shares; 2025Q2: 7,683 shares; 2025Q3: 8,736 shares 8,736 $1.15M 0.01% +1,053 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: 5,735 shares; 2024Q4: 6,129 shares; 2025Q1: 6,276 shares; 2025Q2: 10,193 shares; 2025Q3: 23,430 shares 23,430 $1.15M 0.01% +13,237 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,312 shares; 2024Q4: 45,527 shares; 2025Q1: 49,701 shares; 2025Q2: 46,368 shares; 2025Q3: 48,107 shares 48,107 $1.15M 0.01% +1,739 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,707 shares; 2025Q1: 7,233 shares; 2025Q2: 4,353 shares; 2025Q3: 8,149 shares 8,149 $1.14M 0.01% +3,796 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,715 shares; 2024Q4: 59,696 shares; 2025Q1: 57,857 shares; 2025Q2: not reported; 2025Q3: 40,317 shares 40,317 $1.14M 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 3,562 shares; 2025Q1: 3,635 shares; 2025Q2: 3,411 shares; 2025Q3: 3,660 shares 3,660 $1.13M 0.01% +249 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,552 shares; 2025Q1: 1,661 shares; 2025Q2: 1,258 shares; 2025Q3: 2,408 shares 2,408 $1.13M 0.01% +1,150 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,386 shares; 2025Q1: 36,331 shares; 2025Q2: 36,764 shares; 2025Q3: 35,509 shares 35,509 $1.12M 0.01% -1,255 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: 17,585 shares; 2025Q1: 33,194 shares; 2025Q2: 36,204 shares; 2025Q3: 40,083 shares 40,083 $1.12M 0.01% +3,879 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,685 shares; 2024Q4: 104,747 shares; 2025Q1: 84,267 shares; 2025Q2: 75,456 shares; 2025Q3: 74,713 shares 74,713 $1.12M 0.01% -743 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 6,266 shares; 2025Q3: 19,374 shares 19,374 $1.11M 0.01% +13,108 Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,625 shares; 2024Q4: 28,858 shares; 2025Q1: 29,388 shares; 2025Q2: 79,763 shares; 2025Q3: 79,559 shares 79,559 $1.11M 0.01% -204 Timeline FLJP 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: 32,073 shares 32,073 $1.11M 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,622 shares; 2025Q1: 2,655 shares; 2025Q2: 4,638 shares; 2025Q3: 3,200 shares 3,200 $1.11M 0.01% -1,438 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,619 shares; 2025Q1: 3,657 shares; 2025Q2: 5,674 shares; 2025Q3: 5,766 shares 5,766 $1.1M 0.01% +92 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: 10,516 shares; 2024Q4: 17,052 shares; 2025Q1: 7,201 shares; 2025Q2: 11,227 shares; 2025Q3: 11,404 shares 11,404 $1.1M 0.01% +177 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: 13,355 shares; 2024Q4: 11,784 shares; 2025Q1: 12,286 shares; 2025Q2: 12,539 shares; 2025Q3: 13,784 shares 13,784 $1.1M 0.01% +1,245 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: 4,495 shares; 2024Q4: 5,585 shares; 2025Q1: 6,438 shares; 2025Q2: 10,586 shares; 2025Q3: 9,790 shares 9,790 $1.1M 0.01% -796 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,037 shares; 2025Q1: 5,128 shares; 2025Q2: 11,240 shares; 2025Q3: 14,339 shares 14,339 $1.1M 0.01% +3,099 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: 22,054 shares; 2024Q4: 17,681 shares; 2025Q1: 16,620 shares; 2025Q2: 15,758 shares; 2025Q3: 16,211 shares 16,211 $1.1M 0.01% +453 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,316 shares 44,316 $1.09M 0.01% new Timeline JMOM 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: 5,857 shares; 2024Q4: 174,637 shares; 2025Q1: 186,912 shares; 2025Q2: 193,789 shares; 2025Q3: 16,093 shares 16,093 $1.09M 0.01% -177,696 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 5,439 shares; 2025Q1: 6,178 shares; 2025Q2: 4,765 shares; 2025Q3: 4,751 shares 4,751 $1.09M 0.01% -14 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: 433 shares; 2024Q4: 468 shares; 2025Q1: 522 shares; 2025Q2: 1,116 shares; 2025Q3: 1,387 shares 1,387 $1.09M 0.01% +271 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,123 shares; 2024Q4: 35,637 shares; 2025Q1: 37,411 shares; 2025Q2: 36,485 shares; 2025Q3: 33,260 shares 33,260 $1.08M 0.01% -3,225 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: 25,637 shares; 2024Q4: 31,054 shares; 2025Q1: 31,398 shares; 2025Q2: 30,673 shares; 2025Q3: 28,534 shares 28,534 $1.08M 0.01% -2,139 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: not reported; 2025Q1: 2,142 shares; 2025Q2: 6,288 shares; 2025Q3: 11,801 shares 11,801 $1.08M 0.01% +5,513 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 1,487 shares; 2025Q1: 2,836 shares; 2025Q2: 3,940 shares; 2025Q3: 4,288 shares 4,288 $1.08M 0.01% +348 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,464 shares; 2025Q1: 1,560 shares; 2025Q2: 5,236 shares; 2025Q3: 6,691 shares 6,691 $1.08M 0.01% +1,455 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 14,249 shares 14,249 $1.07M 0.01% new 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: 8,129 shares; 2024Q4: 9,842 shares; 2025Q1: 8,477 shares; 2025Q2: 17,084 shares; 2025Q3: 9,747 shares 9,747 $1.07M 0.01% -7,337 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 6,360 shares; 2025Q1: 6,209 shares; 2025Q2: 5,529 shares; 2025Q3: 6,184 shares 6,184 $1.07M 0.01% +655 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,907 shares; 2024Q4: 51,495 shares; 2025Q1: 47,823 shares; 2025Q2: 41,466 shares; 2025Q3: 40,966 shares 40,966 $1.07M 0.01% -500 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 2,073 shares 2,073 $1.07M 0.01% +1,145 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: not reported; 2025Q2: 37,708 shares; 2025Q3: 30,955 shares 30,955 $1.06M 0.01% -6,753 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 8,452 shares; 2025Q1: 8,186 shares; 2025Q2: 7,882 shares; 2025Q3: 7,333 shares 7,333 $1.06M 0.01% -549 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,946 shares; 2024Q4: 34,096 shares; 2025Q1: 34,437 shares; 2025Q2: 34,741 shares; 2025Q3: 34,823 shares 34,823 $1.06M 0.01% +82 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 10,522 shares; 2025Q1: 9,807 shares; 2025Q2: 11,398 shares; 2025Q3: 11,256 shares 11,256 $1.06M 0.01% -142 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,595 shares; 2025Q1: 2,846 shares; 2025Q2: 2,651 shares; 2025Q3: 1,801 shares 1,801 $1.06M 0.01% -850 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: 10,351 shares; 2024Q4: 12,099 shares; 2025Q1: 11,742 shares; 2025Q2: 9,448 shares; 2025Q3: 7,829 shares 7,829 $1.05M 0.01% -1,619 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,668 shares; 2025Q1: 6,384 shares; 2025Q2: 6,532 shares; 2025Q3: 6,252 shares 6,252 $1.05M 0.01% -280 Timeline BUFS 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: 14,609 shares; 2025Q2: 22,237 shares; 2025Q3: 46,875 shares 46,875 $1.05M 0.01% +24,638 Timeline IBMR 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: 39,500 shares; 2025Q1: 39,500 shares; 2025Q2: 39,503 shares; 2025Q3: 41,062 shares 41,062 $1.05M 0.01% +1,559 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: 9,110 shares; 2024Q4: 8,469 shares; 2025Q1: 9,279 shares; 2025Q2: 11,015 shares; 2025Q3: 10,034 shares 10,034 $1.05M 0.01% -981 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,981 shares; 2024Q4: 36,533 shares; 2025Q1: 36,080 shares; 2025Q2: 50,332 shares; 2025Q3: 50,648 shares 50,648 $1.05M 0.01% +316 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: 909 shares; 2024Q4: 981 shares; 2025Q1: 1,023 shares; 2025Q2: 1,056 shares; 2025Q3: 1,756 shares 1,756 $1.05M 0.01% +700 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,785 shares; 2025Q1: 8,616 shares; 2025Q2: 13,727 shares; 2025Q3: 9,445 shares 9,445 $1.05M 0.01% -4,282 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,627 shares; 2025Q1: 24,552 shares; 2025Q2: 13,003 shares; 2025Q3: 21,961 shares 21,961 $1.05M 0.01% +8,958 Timeline IQQQ 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: 9,514 shares; 2025Q1: 18,635 shares; 2025Q2: 21,352 shares; 2025Q3: 23,743 shares 23,743 $1.05M 0.01% +2,391 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,965 shares; 2024Q4: 128,867 shares; 2025Q1: 73,383 shares; 2025Q2: 44,735 shares; 2025Q3: 44,765 shares 44,765 $1.04M 0.01% +30 TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,257 shares; 2024Q4: 28,444 shares; 2025Q1: 23,272 shares; 2025Q2: 24,203 shares; 2025Q3: 22,752 shares 22,752 $1.04M 0.01% -1,451 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: 11,474 shares; 2024Q4: 12,252 shares; 2025Q1: 11,473 shares; 2025Q2: 13,686 shares; 2025Q3: 14,375 shares 14,375 $1.04M 0.01% +689 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: 11,073 shares; 2024Q4: 8,616 shares; 2025Q1: 8,197 shares; 2025Q2: 5,908 shares; 2025Q3: 5,520 shares 5,520 $1.03M 0.01% -388 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,021 shares; 2024Q4: 29,861 shares; 2025Q1: 32,498 shares; 2025Q2: 33,198 shares; 2025Q3: 43,051 shares 43,051 $1.03M 0.01% +9,853 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,741 shares; 2025Q1: 1,205 shares; 2025Q2: 4,746 shares; 2025Q3: 5,026 shares 5,026 $1.03M 0.01% +280 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: 12,246 shares; 2024Q4: 12,061 shares; 2025Q1: 11,658 shares; 2025Q2: 11,666 shares; 2025Q3: 13,824 shares 13,824 $1.03M 0.01% +2,158 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 12,735 shares; 2025Q1: 16,700 shares; 2025Q2: 13,966 shares; 2025Q3: 20,609 shares 20,609 $1.03M 0.01% +6,643 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,327 shares; 2024Q4: 15,327 shares; 2025Q1: 14,827 shares; 2025Q2: 14,917 shares; 2025Q3: 14,547 shares 14,547 $1.02M 0.01% -370 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: 29,331 shares; 2024Q4: 33,523 shares; 2025Q1: 16,953 shares; 2025Q2: 14,455 shares; 2025Q3: 14,185 shares 14,185 $1.02M 0.01% -270 Timeline IBHJ 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: 25,234 shares; 2025Q1: 29,256 shares; 2025Q2: 34,803 shares; 2025Q3: 37,961 shares 37,961 $1.02M 0.01% +3,158 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: 6,083 shares; 2024Q4: 5,219 shares; 2025Q1: 3,415 shares; 2025Q2: 3,383 shares; 2025Q3: 3,360 shares 3,360 $1.02M 0.01% -23 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 15,973 shares; 2025Q1: 15,237 shares; 2025Q2: 14,664 shares; 2025Q3: 10,866 shares 10,866 $1.01M 0.01% -3,798 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 8,936 shares; 2025Q1: 9,460 shares; 2025Q2: 19,237 shares; 2025Q3: 27,068 shares 27,068 $1.01M 0.01% +7,831 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 10,741 shares; 2025Q1: 13,292 shares; 2025Q2: 14,673 shares; 2025Q3: 19,896 shares 19,896 $1.01M 0.01% +5,223 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,115 shares; 2025Q1: 6,106 shares; 2025Q2: 5,627 shares; 2025Q3: 12,397 shares 12,397 $1.01M 0.01% +6,770 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: 16,582 shares; 2024Q4: 16,945 shares; 2025Q1: 19,356 shares; 2025Q2: 21,182 shares; 2025Q3: 18,508 shares 18,508 $1.01M 0.01% -2,674 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,970 shares; 2024Q4: 32,530 shares; 2025Q1: 33,404 shares; 2025Q2: 38,752 shares; 2025Q3: 43,928 shares 43,928 $1.01M 0.01% +5,176 Timeline DFGR 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: 20,671 shares; 2024Q4: 30,328 shares; 2025Q1: 32,601 shares; 2025Q2: 35,846 shares; 2025Q3: 36,859 shares 36,859 $1.01M 0.01% +1,013 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,722 shares; 2024Q4: 126,722 shares; 2025Q1: 126,622 shares; 2025Q2: 126,622 shares; 2025Q3: 124,857 shares 124,857 $1M 0.01% -1,765 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,961 shares; 2025Q1: 1,976 shares; 2025Q2: 3,543 shares; 2025Q3: 3,102 shares 3,102 $1M 0.01% -441 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,513 shares; 2025Q1: 16,162 shares; 2025Q2: 18,398 shares; 2025Q3: 16,794 shares 16,794 $1M 0.01% -1,604 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,396 shares; 2024Q4: 72,671 shares; 2025Q1: 68,221 shares; 2025Q2: 67,692 shares; 2025Q3: 67,302 shares 67,302 $1M 0.01% -390 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 7,358 shares; 2025Q1: 6,093 shares; 2025Q2: 6,414 shares; 2025Q3: 6,777 shares 6,777 $998K 0.01% +363 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: 16,027 shares; 2024Q4: 20,552 shares; 2025Q1: 20,362 shares; 2025Q2: 20,110 shares; 2025Q3: 21,225 shares 21,225 $996K 0.01% +1,115 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 9,452 shares; 2025Q1: 12,434 shares; 2025Q2: 8,462 shares; 2025Q3: 8,688 shares 8,688 $995K 0.01% +226 Timeline GJUN 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: 27,456 shares; 2024Q4: 27,316 shares; 2025Q1: 27,241 shares; 2025Q2: 27,081 shares; 2025Q3: 25,561 shares 25,561 $994K 0.01% -1,520 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,609 shares; 2025Q1: 7,933 shares; 2025Q2: 8,139 shares; 2025Q3: 8,175 shares 8,175 $992K 0.01% +36 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,203 shares; 2024Q4: 8,146 shares; 2025Q1: 7,829 shares; 2025Q2: 14,200 shares; 2025Q3: 16,393 shares 16,393 $992K 0.01% +2,193 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,474 shares; 2024Q4: 21,914 shares; 2025Q1: 21,508 shares; 2025Q2: 19,852 shares; 2025Q3: 40,770 shares 40,770 $990K 0.01% +20,918 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: 28,133 shares; 2024Q4: 21,457 shares; 2025Q1: 16,741 shares; 2025Q2: 11,808 shares; 2025Q3: 12,003 shares 12,003 $988K 0.01% +195 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,549 shares; 2024Q4: 7,421 shares; 2025Q1: 8,345 shares; 2025Q2: 16,192 shares; 2025Q3: 13,068 shares 13,068 $988K 0.01% -3,124 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,219 shares; 2025Q1: 11,134 shares; 2025Q2: 11,076 shares; 2025Q3: 8,976 shares 8,976 $976K 0.01% -2,100 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 7,025 shares; 2025Q1: 38,306 shares; 2025Q2: 30,483 shares; 2025Q3: 18,774 shares 18,774 $975K 0.01% -11,709 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 11,578 shares; 2025Q3: 20,347 shares 20,347 $975K 0.01% +8,769 Timeline ILCG 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: 8,342 shares; 2024Q4: 9,375 shares; 2025Q1: 9,052 shares; 2025Q2: 9,215 shares; 2025Q3: 9,343 shares 9,343 $974K 0.01% +128 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 3,889 shares; 2025Q1: 3,681 shares; 2025Q2: 4,819 shares; 2025Q3: 4,534 shares 4,534 $973K 0.01% -285 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 9,863 shares; 2025Q1: 10,225 shares; 2025Q2: 10,772 shares; 2025Q3: 11,505 shares 11,505 $972K 0.01% +733 Timeline EWP 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: 34,510 shares; 2024Q4: 7,459 shares; 2025Q1: 31,990 shares; 2025Q2: 23,751 shares; 2025Q3: 19,599 shares 19,599 $970K 0.01% -4,152 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 16,986 shares; 2025Q1: 17,088 shares; 2025Q2: 19,521 shares; 2025Q3: 22,126 shares 22,126 $970K 0.01% +2,605 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,761 shares; 2025Q1: 2,126 shares; 2025Q2: 4,763 shares; 2025Q3: 5,092 shares 5,092 $967K 0.01% +329 Timeline