ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,622 shares; 2024Q4: 30,388 shares; 2025Q1: 32,905 shares; 2025Q2: 37,471 shares; 2025Q3: 36,602 shares 36,602 $1.79M 0.03% -869 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,947 shares; 2025Q2: 9,025 shares; 2025Q3: 11,373 shares 11,373 $1.79M 0.03% +2,348 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,068 shares 18,068 $1.78M 0.03% new Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,850 shares; 2024Q4: 139,369 shares; 2025Q1: 199,955 shares; 2025Q2: 206,192 shares; 2025Q3: 237,490 shares 237,490 $1.78M 0.03% +31,298 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,985 shares; 2024Q4: 46,133 shares; 2025Q1: 46,256 shares; 2025Q2: 45,095 shares; 2025Q3: 45,254 shares 45,254 $1.78M 0.03% +159 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,806 shares; 2024Q4: 16,541 shares; 2025Q1: 20,770 shares; 2025Q2: 22,752 shares; 2025Q3: 23,403 shares 23,403 $1.78M 0.03% +651 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,455 shares; 2025Q1: 10,491 shares; 2025Q2: 13,651 shares; 2025Q3: 13,551 shares 13,551 $1.78M 0.03% -100 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: 15,154 shares; 2024Q4: 51,799 shares; 2025Q1: 9,335 shares; 2025Q2: 60,368 shares; 2025Q3: 59,938 shares 59,938 $1.78M 0.03% -430 Timeline SPMO 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: 6,430 shares; 2024Q4: 6,013 shares; 2025Q1: 7,024 shares; 2025Q2: 12,858 shares; 2025Q3: 14,584 shares 14,584 $1.77M 0.03% +1,726 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,352 shares; 2024Q4: 12,276 shares; 2025Q1: not reported; 2025Q2: 12,816 shares; 2025Q3: 13,124 shares 13,124 $1.76M 0.03% +308 Timeline EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,461 shares; 2024Q4: 172,608 shares; 2025Q1: 230,998 shares; 2025Q2: 243,741 shares; 2025Q3: 266,311 shares 266,311 $1.76M 0.03% +22,570 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: 5,791 shares; 2024Q4: 6,515 shares; 2025Q1: 5,456 shares; 2025Q2: 12,519 shares; 2025Q3: 12,715 shares 12,715 $1.75M 0.03% +196 Timeline UCON 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: 27,313 shares; 2024Q4: 32,678 shares; 2025Q1: 52,650 shares; 2025Q2: 66,177 shares; 2025Q3: 69,510 shares 69,510 $1.75M 0.03% +3,333 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: 34,119 shares; 2024Q4: 32,710 shares; 2025Q1: 59,931 shares; 2025Q2: 58,829 shares; 2025Q3: 55,342 shares 55,342 $1.75M 0.03% -3,487 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: 2,961 shares; 2024Q4: 2,956 shares; 2025Q1: 9,845 shares; 2025Q2: 9,062 shares; 2025Q3: 9,079 shares 9,079 $1.75M 0.03% +17 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,089 shares 67,089 $1.75M 0.03% new 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: 2,532 shares; 2024Q4: 2,593 shares; 2025Q1: 8,372 shares; 2025Q2: 10,571 shares; 2025Q3: 10,250 shares 10,250 $1.75M 0.03% -321 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: 6,904 shares; 2024Q4: 6,545 shares; 2025Q1: 16,895 shares; 2025Q2: 19,069 shares; 2025Q3: 19,421 shares 19,421 $1.74M 0.03% +352 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 21,657 shares; 2025Q1: 28,283 shares; 2025Q2: 33,955 shares; 2025Q3: 37,895 shares 37,895 $1.74M 0.03% +3,940 Timeline IJK 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: 22,487 shares; 2024Q4: 23,309 shares; 2025Q1: 4,927 shares; 2025Q2: 16,666 shares; 2025Q3: 18,107 shares 18,107 $1.74M 0.03% +1,441 Timeline FDVV 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: 19,894 shares; 2025Q2: 21,744 shares; 2025Q3: 31,034 shares 31,034 $1.73M 0.03% +9,290 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,131 shares; 2024Q4: 31,090 shares; 2025Q1: 34,145 shares; 2025Q2: 34,346 shares; 2025Q3: 34,057 shares 34,057 $1.73M 0.03% -289 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 11,331 shares; 2025Q1: 16,937 shares; 2025Q2: 17,427 shares; 2025Q3: 18,373 shares 18,373 $1.72M 0.03% +946 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,283 shares; 2024Q4: 80,077 shares; 2025Q1: 107,694 shares; 2025Q2: 121,634 shares; 2025Q3: 131,850 shares 131,850 $1.72M 0.03% +10,216 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 8,783 shares; 2025Q1: 13,668 shares; 2025Q2: 27,864 shares; 2025Q3: 33,251 shares 33,251 $1.71M 0.03% +5,387 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,557 shares; 2025Q2: 19,601 shares; 2025Q3: 19,009 shares 19,009 $1.71M 0.03% -592 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: 5,321 shares; 2024Q4: 5,117 shares; 2025Q1: 2,730 shares; 2025Q2: 4,623 shares; 2025Q3: 4,289 shares 4,289 $1.7M 0.03% -334 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 32,002 shares 32,002 $1.7M 0.03% +18,518 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,710 shares; 2024Q4: 69,368 shares; 2025Q1: 109,278 shares; 2025Q2: 117,505 shares; 2025Q3: 134,117 shares 134,117 $1.69M 0.03% +16,612 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,440 shares; 2024Q4: 150,479 shares; 2025Q1: 187,960 shares; 2025Q2: 199,515 shares; 2025Q3: 216,968 shares 216,968 $1.69M 0.03% +17,453 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,117 shares; 2025Q1: 11,899 shares; 2025Q2: 12,236 shares; 2025Q3: 12,579 shares 12,579 $1.68M 0.03% +343 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 6,044 shares; 2025Q1: 16,764 shares; 2025Q2: 20,483 shares; 2025Q3: 20,434 shares 20,434 $1.68M 0.03% -49 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: not reported; 2025Q1: 3,716 shares; 2025Q2: 3,349 shares; 2025Q3: 17,497 shares 17,497 $1.67M 0.03% +14,148 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: 33,161 shares; 2024Q4: 33,550 shares; 2025Q1: 10,924 shares; 2025Q2: 27,878 shares; 2025Q3: 24,748 shares 24,748 $1.65M 0.03% -3,130 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: 5,932 shares; 2024Q4: 6,024 shares; 2025Q1: 21,140 shares; 2025Q2: 23,516 shares; 2025Q3: 24,356 shares 24,356 $1.65M 0.03% +840 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: 14,306 shares; 2024Q4: 22,317 shares; 2025Q1: 41,155 shares; 2025Q2: 41,830 shares; 2025Q3: 47,726 shares 47,726 $1.64M 0.03% +5,896 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 3,585 shares; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 6,654 shares 6,654 $1.64M 0.03% +4,215 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,964 shares; 2024Q4: 21,401 shares; 2025Q1: not reported; 2025Q2: 38,033 shares; 2025Q3: 53,080 shares 53,080 $1.64M 0.03% +15,047 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,757 shares; 2024Q4: 10,197 shares; 2025Q1: 10,441 shares; 2025Q2: 11,296 shares; 2025Q3: 12,257 shares 12,257 $1.63M 0.03% +961 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,447 shares; 2024Q4: 19,460 shares; 2025Q1: 30,159 shares; 2025Q2: 41,051 shares; 2025Q3: 40,897 shares 40,897 $1.63M 0.03% -154 Timeline SPGP 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: 14,059 shares; 2025Q2: 14,090 shares; 2025Q3: 14,126 shares 14,126 $1.6M 0.03% +36 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 9,843 shares; 2025Q2: 15,872 shares; 2025Q3: 15,925 shares 15,925 $1.6M 0.03% +53 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: 23,918 shares; 2024Q4: 23,797 shares; 2025Q1: 76,802 shares; 2025Q2: 113,884 shares; 2025Q3: 92,856 shares 92,856 $1.6M 0.03% -21,028 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: 4,647 shares; 2024Q4: 4,848 shares; 2025Q1: 19,377 shares; 2025Q2: 20,867 shares; 2025Q3: 20,559 shares 20,559 $1.6M 0.03% -308 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: 1,898 shares; 2024Q4: 1,916 shares; 2025Q1: 4,382 shares; 2025Q2: 4,544 shares; 2025Q3: 4,558 shares 4,558 $1.59M 0.03% +14 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: 690 shares; 2024Q4: 755 shares; 2025Q1: 3,340 shares; 2025Q2: 3,263 shares; 2025Q3: 3,242 shares 3,242 $1.59M 0.03% -21 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,163 shares; 2024Q4: 45,866 shares; 2025Q1: 68,537 shares; 2025Q2: 72,593 shares; 2025Q3: 73,139 shares 73,139 $1.59M 0.03% +546 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: 21,470 shares; 2024Q4: 21,114 shares; 2025Q1: 11,682 shares; 2025Q2: 38,047 shares; 2025Q3: 37,536 shares 37,536 $1.58M 0.03% -511 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,188 shares; 2025Q3: 31,560 shares 31,560 $1.57M 0.03% +15,372 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 11,475 shares 11,475 $1.57M 0.03% +10,086 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: 536 shares; 2024Q4: 519 shares; 2025Q1: 1,587 shares; 2025Q2: 2,148 shares; 2025Q3: 2,770 shares 2,770 $1.57M 0.03% +622 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: 5,506 shares; 2024Q4: 4,542 shares; 2025Q1: 20,318 shares; 2025Q2: 20,981 shares; 2025Q3: 20,342 shares 20,342 $1.56M 0.03% -639 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 26,379 shares; 2025Q1: 4,356 shares; 2025Q2: 16,074 shares; 2025Q3: 17,929 shares 17,929 $1.56M 0.03% +1,855 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: 17,013 shares; 2024Q4: 35,905 shares; 2025Q1: 51,522 shares; 2025Q2: 52,133 shares; 2025Q3: 53,891 shares 53,891 $1.56M 0.03% +1,758 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: 9,708 shares; 2024Q4: 7,901 shares; 2025Q1: 33,859 shares; 2025Q2: 36,747 shares; 2025Q3: 36,864 shares 36,864 $1.54M 0.03% +117 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,539 shares; 2025Q1: 13,386 shares; 2025Q2: 14,613 shares; 2025Q3: 14,045 shares 14,045 $1.54M 0.03% -568 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,860 shares; 2025Q1: not reported; 2025Q2: 22,074 shares; 2025Q3: 22,904 shares 22,904 $1.54M 0.03% +830 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: 39,675 shares; 2025Q3: 39,230 shares 39,230 $1.53M 0.03% -445 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 12,598 shares; 2025Q1: 14,989 shares; 2025Q2: 12,203 shares; 2025Q3: 98,525 shares 98,525 $1.52M 0.03% +86,322 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,170 shares; 2025Q2: 19,997 shares; 2025Q3: 32,509 shares 32,509 $1.52M 0.03% +12,512 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,054 shares; 2025Q3: 40,279 shares 40,279 $1.52M 0.03% +18,225 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 65,667 shares; 2025Q2: 65,959 shares; 2025Q3: 65,723 shares 65,723 $1.52M 0.03% -236 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: 33,386 shares; 2024Q4: 31,600 shares; 2025Q1: 5,515 shares; 2025Q2: 29,698 shares; 2025Q3: 30,254 shares 30,254 $1.52M 0.03% +556 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,436 shares; 2025Q3: 10,054 shares 10,054 $1.52M 0.03% +6,618 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,023 shares; 2024Q4: 157,857 shares; 2025Q1: 227,434 shares; 2025Q2: 262,417 shares; 2025Q3: 279,332 shares 279,332 $1.52M 0.03% +16,915 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,881 shares; 2024Q4: 81,756 shares; 2025Q1: 105,647 shares; 2025Q2: 119,168 shares; 2025Q3: 126,393 shares 126,393 $1.52M 0.03% +7,225 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,965 shares; 2025Q1: 7,090 shares; 2025Q2: 13,854 shares; 2025Q3: 7,857 shares 7,857 $1.51M 0.03% -5,997 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,981 shares 24,981 $1.51M 0.03% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 2,146 shares; 2025Q3: 3,024 shares 3,024 $1.51M 0.03% +878 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,784 shares; 2024Q4: 266,050 shares; 2025Q1: 345,734 shares; 2025Q2: 394,568 shares; 2025Q3: 435,758 shares 435,758 $1.51M 0.03% +41,190 Timeline IBDY 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: 49,813 shares; 2024Q4: 46,197 shares; 2025Q1: not reported; 2025Q2: 45,900 shares; 2025Q3: 57,466 shares 57,466 $1.51M 0.03% +11,566 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: 5,518 shares; 2024Q4: 5,552 shares; 2025Q1: 11,635 shares; 2025Q2: 12,870 shares; 2025Q3: 13,161 shares 13,161 $1.51M 0.03% +291 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,672 shares; 2025Q2: 219,480 shares; 2025Q3: 258,713 shares 258,713 $1.51M 0.03% +39,233 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 4,079 shares; 2025Q1: 1,640 shares; 2025Q2: 6,055 shares; 2025Q3: 6,499 shares 6,499 $1.49M 0.03% +444 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: 21,670 shares; 2024Q4: 36,526 shares; 2025Q1: 48,978 shares; 2025Q2: 53,230 shares; 2025Q3: 57,206 shares 57,206 $1.49M 0.03% +3,976 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: 8,563 shares; 2024Q4: 8,560 shares; 2025Q1: not reported; 2025Q2: 9,879 shares; 2025Q3: 9,780 shares 9,780 $1.49M 0.03% -99 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 12,873 shares; 2025Q1: 25,436 shares; 2025Q2: 23,393 shares; 2025Q3: 30,055 shares 30,055 $1.49M 0.03% +6,662 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 20,226 shares; 2025Q1: 19,270 shares; 2025Q2: 20,865 shares; 2025Q3: 21,573 shares 21,573 $1.48M 0.03% +708 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,136 shares 17,136 $1.48M 0.03% new Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,672 shares; 2024Q4: 237,798 shares; 2025Q1: 342,669 shares; 2025Q2: 348,633 shares; 2025Q3: 371,941 shares 371,941 $1.48M 0.03% +23,308 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: 2,061 shares; 2024Q4: 1,987 shares; 2025Q1: 4,237 shares; 2025Q2: 4,500 shares; 2025Q3: 5,119 shares 5,119 $1.48M 0.03% +619 Timeline FMAT 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: 18,432 shares; 2024Q4: 19,623 shares; 2025Q1: 22,107 shares; 2025Q2: 26,206 shares; 2025Q3: 28,143 shares 28,143 $1.48M 0.03% +1,937 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 6,949 shares; 2025Q1: 4,753 shares; 2025Q2: 4,642 shares; 2025Q3: 4,603 shares 4,603 $1.47M 0.03% -39 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 644 shares; 2025Q2: 3,509 shares; 2025Q3: 3,031 shares 3,031 $1.47M 0.03% -478 Timeline IBDW 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: 67,719 shares; 2024Q4: 57,554 shares; 2025Q1: not reported; 2025Q2: 49,989 shares; 2025Q3: 69,301 shares 69,301 $1.47M 0.03% +19,312 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: 4,326 shares; 2024Q4: 4,298 shares; 2025Q1: 2,794 shares; 2025Q2: 3,983 shares; 2025Q3: 3,880 shares 3,880 $1.47M 0.03% -103 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,020 shares; 2024Q4: 24,061 shares; 2025Q1: not reported; 2025Q2: 28,902 shares; 2025Q3: 30,625 shares 30,625 $1.47M 0.03% +1,723 Timeline YYY 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: 63,200 shares; 2024Q4: 84,988 shares; 2025Q1: 119,520 shares; 2025Q2: 117,363 shares; 2025Q3: 123,314 shares 123,314 $1.46M 0.03% +5,951 Timeline IXUS 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: 5,409 shares; 2024Q4: 4,715 shares; 2025Q1: 14,272 shares; 2025Q2: 15,680 shares; 2025Q3: 17,574 shares 17,574 $1.45M 0.03% +1,894 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: 3,593 shares; 2024Q4: 3,291 shares; 2025Q1: 4,923 shares; 2025Q2: 4,227 shares; 2025Q3: 4,281 shares 4,281 $1.44M 0.03% +54 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 375 shares; 2025Q1: 1,233 shares; 2025Q2: 1,319 shares; 2025Q3: 1,339 shares 1,339 $1.44M 0.03% +20 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 7,961 shares; 2025Q1: 16,996 shares; 2025Q2: 22,725 shares; 2025Q3: 32,646 shares 32,646 $1.44M 0.03% +9,921 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,961 shares; 2025Q1: 2,877 shares; 2025Q2: 3,158 shares; 2025Q3: 4,974 shares 4,974 $1.44M 0.03% +1,816 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 2,965 shares; 2025Q1: 2,072 shares; 2025Q2: 10,438 shares; 2025Q3: 10,026 shares 10,026 $1.43M 0.03% -412 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,206 shares; 2024Q4: 13,235 shares; 2025Q1: 63,837 shares; 2025Q2: 62,305 shares; 2025Q3: 57,851 shares 57,851 $1.43M 0.03% -4,454 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 3,638 shares; 2025Q1: 8,902 shares; 2025Q2: 10,440 shares; 2025Q3: 9,425 shares 9,425 $1.43M 0.03% -1,015 Timeline LMBS 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: 17,409 shares; 2024Q4: 17,938 shares; 2025Q1: 25,241 shares; 2025Q2: 27,094 shares; 2025Q3: 28,670 shares 28,670 $1.43M 0.03% +1,576 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,892 shares; 2025Q2: 84,528 shares; 2025Q3: 85,144 shares 85,144 $1.42M 0.03% +616 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,607 shares; 2024Q4: 27,704 shares; 2025Q1: 40,452 shares; 2025Q2: 40,994 shares; 2025Q3: 35,200 shares 35,200 $1.41M 0.03% -5,794 Timeline FUTY 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: 20,015 shares; 2024Q4: 19,905 shares; 2025Q1: 16,578 shares; 2025Q2: 23,984 shares; 2025Q3: 24,906 shares 24,906 $1.41M 0.03% +922 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,661 shares; 2024Q4: 14,515 shares; 2025Q1: 72,642 shares; 2025Q2: 72,636 shares; 2025Q3: 71,957 shares 71,957 $1.41M 0.03% -679 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,434 shares; 2025Q1: 12,121 shares; 2025Q2: 13,779 shares; 2025Q3: 14,749 shares 14,749 $1.4M 0.03% +970 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: 9,214 shares; 2024Q4: 9,976 shares; 2025Q1: 12,631 shares; 2025Q2: 16,444 shares; 2025Q3: 15,944 shares 15,944 $1.38M 0.03% -500 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: 4,407 shares; 2024Q4: 4,472 shares; 2025Q1: 6,160 shares; 2025Q2: 17,688 shares; 2025Q3: 18,070 shares 18,070 $1.38M 0.03% +382 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: not reported; 2024Q4: 27,032 shares; 2025Q1: 61,771 shares; 2025Q2: 66,560 shares; 2025Q3: 73,411 shares 73,411 $1.38M 0.03% +6,851 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 4,498 shares; 2025Q1: 9,273 shares; 2025Q2: 12,495 shares; 2025Q3: 14,077 shares 14,077 $1.38M 0.03% +1,582 Timeline SMLF 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: 14,459 shares; 2024Q4: 19,366 shares; 2025Q1: 21,758 shares; 2025Q2: 18,647 shares; 2025Q3: 18,547 shares 18,547 $1.38M 0.03% -100 Timeline PTNQ 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: 7,630 shares; 2024Q4: 7,630 shares; 2025Q1: 18,519 shares; 2025Q2: 18,676 shares; 2025Q3: 17,770 shares 17,770 $1.38M 0.03% -906 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 6,225 shares; 2025Q1: 6,152 shares; 2025Q2: 10,003 shares; 2025Q3: 9,939 shares 9,939 $1.38M 0.03% -64 Timeline IUSG 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: 8,275 shares; 2024Q4: 7,633 shares; 2025Q1: 5,934 shares; 2025Q2: 7,778 shares; 2025Q3: 8,333 shares 8,333 $1.37M 0.03% +555 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 4,009 shares 4,009 $1.36M 0.03% +921 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: 6,310 shares; 2024Q4: 5,380 shares; 2025Q1: 10,349 shares; 2025Q2: 10,744 shares; 2025Q3: 10,513 shares 10,513 $1.35M 0.03% -231 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,508 shares; 2025Q1: 22,334 shares; 2025Q2: 23,085 shares; 2025Q3: 22,254 shares 22,254 $1.34M 0.03% -831 Timeline FVAL 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: 8,132 shares; 2024Q4: 8,064 shares; 2025Q1: 13,567 shares; 2025Q2: 13,969 shares; 2025Q3: 19,332 shares 19,332 $1.33M 0.03% +5,363 Timeline ACWV 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: 6,300 shares; 2024Q4: 7,661 shares; 2025Q1: 4,475 shares; 2025Q2: 11,210 shares; 2025Q3: 11,078 shares 11,078 $1.33M 0.03% -132 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 13,699 shares; 2025Q1: 10,587 shares; 2025Q2: 13,445 shares; 2025Q3: 13,503 shares 13,503 $1.33M 0.03% +58 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,406 shares 7,406 $1.32M 0.03% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 6,344 shares; 2025Q1: 10,362 shares; 2025Q2: 11,396 shares; 2025Q3: 11,835 shares 11,835 $1.32M 0.03% +439 Timeline JPIB 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: 24,572 shares; 2025Q1: not reported; 2025Q2: 26,213 shares; 2025Q3: 26,728 shares 26,728 $1.31M 0.03% +515 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,600 shares; 2025Q2: 32,451 shares; 2025Q3: 31,561 shares 31,561 $1.31M 0.02% -890 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,682 shares; 2025Q1: 2,887 shares; 2025Q2: 8,383 shares; 2025Q3: 5,450 shares 5,450 $1.3M 0.02% -2,933 Timeline JMUB 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: 24,874 shares; 2025Q2: 25,132 shares; 2025Q3: 25,768 shares 25,768 $1.3M 0.02% +636 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,485 shares; 2025Q3: 42,963 shares 42,963 $1.3M 0.02% +18,478 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: 7,339 shares; 2024Q4: 26,209 shares; 2025Q1: not reported; 2025Q2: 44,832 shares; 2025Q3: 49,248 shares 49,248 $1.3M 0.02% +4,416 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: 11,239 shares; 2024Q4: 10,853 shares; 2025Q1: 21,493 shares; 2025Q2: 29,576 shares; 2025Q3: 25,659 shares 25,659 $1.29M 0.02% -3,917 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 811 shares; 2025Q3: 979 shares 979 $1.29M 0.02% +168 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 3,148 shares; 2025Q1: 4,506 shares; 2025Q2: 5,150 shares; 2025Q3: 5,681 shares 5,681 $1.28M 0.02% +531 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 33,501 shares; 2025Q3: 40,646 shares 40,646 $1.28M 0.02% +7,145 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: 10,205 shares; 2024Q4: 10,830 shares; 2025Q1: 14,581 shares; 2025Q2: 17,737 shares; 2025Q3: 15,219 shares 15,219 $1.28M 0.02% -2,518 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 6,676 shares; 2025Q1: 12,071 shares; 2025Q2: 16,632 shares; 2025Q3: 13,702 shares 13,702 $1.28M 0.02% -2,930 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: 6,698 shares; 2024Q4: 6,832 shares; 2025Q1: 18,032 shares; 2025Q2: 18,532 shares; 2025Q3: 18,926 shares 18,926 $1.28M 0.02% +394 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,369 shares; 2024Q4: 81,375 shares; 2025Q1: 108,066 shares; 2025Q2: 116,440 shares; 2025Q3: 106,201 shares 106,201 $1.27M 0.02% -10,239 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,282 shares; 2025Q2: 26,853 shares; 2025Q3: 35,382 shares 35,382 $1.26M 0.02% +8,529 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 4,227 shares; 2025Q1: 12,696 shares; 2025Q2: 15,219 shares; 2025Q3: 11,625 shares 11,625 $1.26M 0.02% -3,594 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: 11,265 shares; 2024Q4: 14,920 shares; 2025Q1: 16,758 shares; 2025Q2: 24,674 shares; 2025Q3: 27,741 shares 27,741 $1.26M 0.02% +3,067 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,615 shares; 2024Q4: 138,100 shares; 2025Q1: 192,074 shares; 2025Q2: 211,630 shares; 2025Q3: 239,138 shares 239,138 $1.26M 0.02% +27,508 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: not reported; 2024Q4: not reported; 2025Q1: 30,179 shares; 2025Q2: 30,457 shares; 2025Q3: 23,154 shares 23,154 $1.26M 0.02% -7,303 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 798 shares; 2025Q2: 724 shares; 2025Q3: 1,743 shares 1,743 $1.25M 0.02% +1,019 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: 5,507 shares; 2024Q4: 5,477 shares; 2025Q1: 6,790 shares; 2025Q2: 10,650 shares; 2025Q3: 10,883 shares 10,883 $1.25M 0.02% +233 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 23,495 shares; 2025Q1: 25,044 shares; 2025Q2: 30,225 shares; 2025Q3: 53,673 shares 53,673 $1.25M 0.02% +23,448 Timeline UTWY RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,872 shares; 2024Q4: 24,503 shares; 2025Q1: 27,493 shares; 2025Q2: 27,805 shares; 2025Q3: 28,124 shares 28,124 $1.24M 0.02% +319 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,255 shares; 2024Q4: 60,759 shares; 2025Q1: 78,928 shares; 2025Q2: 87,051 shares; 2025Q3: 98,448 shares 98,448 $1.24M 0.02% +11,397 Timeline RWL 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: 4,278 shares; 2025Q2: 8,702 shares; 2025Q3: 11,207 shares 11,207 $1.24M 0.02% +2,505 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: 2,007 shares; 2024Q4: 1,505 shares; 2025Q1: 5,275 shares; 2025Q2: 5,526 shares; 2025Q3: 5,236 shares 5,236 $1.23M 0.02% -290 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,099 shares; 2024Q4: 32,186 shares; 2025Q1: 26,199 shares; 2025Q2: 24,823 shares; 2025Q3: 25,762 shares 25,762 $1.23M 0.02% +939 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,823 shares; 2024Q4: 8,465 shares; 2025Q1: 11,508 shares; 2025Q2: 11,640 shares; 2025Q3: 11,819 shares 11,819 $1.22M 0.02% +179 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,204 shares; 2024Q4: 42,585 shares; 2025Q1: 28,794 shares; 2025Q2: 28,900 shares; 2025Q3: 26,219 shares 26,219 $1.21M 0.02% -2,681 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,186 shares; 2025Q2: 27,745 shares; 2025Q3: 28,598 shares 28,598 $1.21M 0.02% +853 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: 2,405 shares; 2024Q4: 2,700 shares; 2025Q1: 3,766 shares; 2025Q2: 3,772 shares; 2025Q3: 4,026 shares 4,026 $1.21M 0.02% +254 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,617 shares; 2025Q2: 42,429 shares; 2025Q3: 43,738 shares 43,738 $1.19M 0.02% +1,309 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,689 shares 8,689 $1.19M 0.02% new Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,012 shares; 2025Q3: 58,826 shares 58,826 $1.19M 0.02% +11,814 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: 71 shares; 2024Q4: 81 shares; 2025Q1: 202 shares; 2025Q2: 223 shares; 2025Q3: 220 shares 220 $1.19M 0.02% -3 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,346 shares; 2025Q3: 1,701 shares 1,701 $1.19M 0.02% -1,645 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,183 shares 2,183 $1.19M 0.02% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,354 shares; 2024Q4: 35,076 shares; 2025Q1: 36,429 shares; 2025Q2: 35,400 shares; 2025Q3: 35,428 shares 35,428 $1.18M 0.02% +28 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,945 shares; 2024Q4: 14,460 shares; 2025Q1: 14,550 shares; 2025Q2: 15,704 shares; 2025Q3: 13,156 shares 13,156 $1.18M 0.02% -2,548 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 89,387 shares 89,387 $1.17M 0.02% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,045 shares; 2024Q4: 9,649 shares; 2025Q1: 26,015 shares; 2025Q2: 29,261 shares; 2025Q3: 24,656 shares 24,656 $1.17M 0.02% -4,605 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,348 shares; 2024Q4: 74,955 shares; 2025Q1: 95,292 shares; 2025Q2: 98,453 shares; 2025Q3: 112,130 shares 112,130 $1.17M 0.02% +13,677 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 17,774 shares; 2025Q2: 16,762 shares; 2025Q3: 15,762 shares 15,762 $1.17M 0.02% -1,000 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,938 shares; 2024Q4: 51,361 shares; 2025Q1: 23,094 shares; 2025Q2: 27,515 shares; 2025Q3: 31,889 shares 31,889 $1.16M 0.02% +4,374 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 9,653 shares; 2025Q1: 26,640 shares; 2025Q2: 20,698 shares; 2025Q3: 17,321 shares 17,321 $1.16M 0.02% -3,377 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: 12,115 shares; 2024Q4: 12,093 shares; 2025Q1: 20,062 shares; 2025Q2: 24,194 shares; 2025Q3: 15,748 shares 15,748 $1.15M 0.02% -8,446 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: not reported; 2024Q4: not reported; 2025Q1: 12,788 shares; 2025Q2: 14,220 shares; 2025Q3: 14,238 shares 14,238 $1.15M 0.02% +18 Timeline USIG 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: 7,733 shares; 2024Q4: 7,337 shares; 2025Q1: 15,566 shares; 2025Q2: 23,093 shares; 2025Q3: 21,970 shares 21,970 $1.15M 0.02% -1,123 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: 17,838 shares; 2024Q4: 17,095 shares; 2025Q1: 22,366 shares; 2025Q2: 21,900 shares; 2025Q3: 20,123 shares 20,123 $1.14M 0.02% -1,777 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,703 shares; 2025Q3: 14,054 shares 14,054 $1.13M 0.02% +4,351 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 8,907 shares; 2025Q1: 16,237 shares; 2025Q2: 18,682 shares; 2025Q3: 17,470 shares 17,470 $1.13M 0.02% -1,212 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,796 shares; 2025Q2: 8,715 shares; 2025Q3: 9,387 shares 9,387 $1.13M 0.02% +672 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: 50,922 shares; 2024Q4: 38,959 shares; 2025Q1: 124,015 shares; 2025Q2: 46,440 shares; 2025Q3: 22,516 shares 22,516 $1.13M 0.02% -23,924 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 6,497 shares; 2025Q3: 6,299 shares 6,299 $1.13M 0.02% -198 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 15,351 shares; 2025Q1: 19,816 shares; 2025Q2: 21,985 shares; 2025Q3: 23,237 shares 23,237 $1.13M 0.02% +1,252 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: not reported; 2024Q4: not reported; 2025Q1: 5,388 shares; 2025Q2: 5,488 shares; 2025Q3: 5,982 shares 5,982 $1.12M 0.02% +494 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON 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: 9,342 shares; 2025Q2: 13,989 shares; 2025Q3: 19,197 shares 19,197 $1.11M 0.02% +5,208 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,459 shares; 2025Q2: 36,137 shares; 2025Q3: 40,002 shares 40,002 $1.11M 0.02% +3,865 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 12,610 shares; 2025Q1: 16,338 shares; 2025Q2: 17,501 shares; 2025Q3: 18,645 shares 18,645 $1.11M 0.02% +1,144 BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,569 shares; 2025Q1: 3,153 shares; 2025Q2: 5,875 shares; 2025Q3: 5,898 shares 5,898 $1.1M 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: 8,932 shares; 2025Q2: 9,915 shares; 2025Q3: 10,531 shares 10,531 $1.1M 0.02% +616 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,985 shares; 2025Q2: 9,319 shares; 2025Q3: 9,710 shares 9,710 $1.1M 0.02% +391 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,497 shares; 2025Q1: not reported; 2025Q2: 5,825 shares; 2025Q3: 22,920 shares 22,920 $1.09M 0.02% +17,095 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 13,043 shares; 2025Q1: 12,883 shares; 2025Q2: 13,139 shares; 2025Q3: 13,145 shares 13,145 $1.09M 0.02% +6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 10,172 shares; 2025Q1: 11,015 shares; 2025Q2: 16,320 shares; 2025Q3: 15,579 shares 15,579 $1.09M 0.02% -741 Timeline INVESCO EXCH TRD SLF IDX FD 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: 24,282 shares; 2024Q4: 43,266 shares; 2025Q1: 54,339 shares; 2025Q2: 46,267 shares; 2025Q3: 47,048 shares 47,048 $1.08M 0.02% +781 FREL 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: 26,412 shares; 2024Q4: 28,598 shares; 2025Q1: 31,848 shares; 2025Q2: 38,682 shares; 2025Q3: 38,923 shares 38,923 $1.08M 0.02% +241 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,460 shares; 2024Q4: 42,829 shares; 2025Q1: 43,046 shares; 2025Q2: 45,178 shares; 2025Q3: 56,265 shares 56,265 $1.08M 0.02% +11,087 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,708 shares; 2024Q4: 18,088 shares; 2025Q1: 18,118 shares; 2025Q2: 19,107 shares; 2025Q3: 19,940 shares 19,940 $1.08M 0.02% +833 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,924 shares; 2024Q4: 25,750 shares; 2025Q1: 137,913 shares; 2025Q2: 135,687 shares; 2025Q3: 132,478 shares 132,478 $1.08M 0.02% -3,209 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 10,555 shares; 2025Q1: 17,698 shares; 2025Q2: 17,990 shares; 2025Q3: 18,062 shares 18,062 $1.07M 0.02% +72 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,372 shares; 2025Q1: 633 shares; 2025Q2: 3,075 shares; 2025Q3: 3,085 shares 3,085 $1.07M 0.02% +10 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: 1,882 shares; 2024Q4: 2,017 shares; 2025Q1: 3,280 shares; 2025Q2: 3,578 shares; 2025Q3: 3,587 shares 3,587 $1.07M 0.02% +9 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,883 shares; 2025Q2: 32,035 shares; 2025Q3: 23,573 shares 23,573 $1.07M 0.02% -8,462 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: 1,045 shares; 2024Q4: 1,447 shares; 2025Q1: 3,550 shares; 2025Q2: 2,525 shares; 2025Q3: 2,496 shares 2,496 $1.06M 0.02% -29 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,188 shares; 2024Q4: 32,363 shares; 2025Q1: 37,250 shares; 2025Q2: 39,976 shares; 2025Q3: 40,283 shares 40,283 $1.06M 0.02% +307 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,767 shares; 2025Q2: 4,192 shares; 2025Q3: 10,305 shares 10,305 $1.06M 0.02% +6,113 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: not reported; 2024Q4: not reported; 2025Q1: 17,518 shares; 2025Q2: 16,970 shares; 2025Q3: 19,132 shares 19,132 $1.06M 0.02% +2,162 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,995 shares; 2025Q2: 22,544 shares; 2025Q3: 30,211 shares 30,211 $1.05M 0.02% +7,667 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,661 shares; 2024Q4: 23,182 shares; 2025Q1: 23,660 shares; 2025Q2: 23,791 shares; 2025Q3: 23,555 shares 23,555 $1.05M 0.02% -236 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,544 shares; 2024Q4: 12,119 shares; 2025Q1: 24,689 shares; 2025Q2: 23,101 shares; 2025Q3: 23,101 shares 23,101 $1.04M 0.02% 0 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: 6,121 shares; 2024Q4: 7,732 shares; 2025Q1: 19,728 shares; 2025Q2: 21,217 shares; 2025Q3: 19,160 shares 19,160 $1.04M 0.02% -2,057 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,792 shares; 2025Q1: 8,592 shares; 2025Q2: 12,777 shares; 2025Q3: 14,867 shares 14,867 $1.04M 0.02% +2,090 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,242 shares; 2024Q4: 59,988 shares; 2025Q1: 79,711 shares; 2025Q2: 90,814 shares; 2025Q3: 101,597 shares 101,597 $1.03M 0.02% +10,783 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: not reported; 2024Q4: not reported; 2025Q1: 7,124 shares; 2025Q2: 11,628 shares; 2025Q3: 16,036 shares 16,036 $1.03M 0.02% +4,408 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 32,915 shares; 2025Q1: 40,925 shares; 2025Q2: 42,117 shares; 2025Q3: 42,144 shares 42,144 $1.03M 0.02% +27 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,868 shares; 2024Q4: 13,102 shares; 2025Q1: 12,910 shares; 2025Q2: 13,142 shares; 2025Q3: 12,828 shares 12,828 $1.03M 0.02% -314 Timeline IBDX 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: 46,506 shares; 2024Q4: 42,065 shares; 2025Q1: not reported; 2025Q2: 36,041 shares; 2025Q3: 40,029 shares 40,029 $1.03M 0.02% +3,988 Timeline MISL 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: 27,567 shares; 2025Q3: 24,609 shares 24,609 $1.02M 0.02% -2,958 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: not reported; 2024Q4: not reported; 2025Q1: 1,294 shares; 2025Q2: 2,810 shares; 2025Q3: 2,903 shares 2,903 $1.02M 0.02% +93 Timeline DSEP 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: 23,296 shares; 2025Q2: 23,060 shares; 2025Q3: 23,060 shares 23,060 $1.02M 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 5,124 shares; 2025Q1: 5,333 shares; 2025Q2: 5,407 shares; 2025Q3: 5,103 shares 5,103 $1.02M 0.02% -304 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 51,195 shares; 2025Q2: 59,061 shares; 2025Q3: 53,749 shares 53,749 $1.02M 0.02% -5,312 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,957 shares; 2024Q4: 8,828 shares; 2025Q1: 12,011 shares; 2025Q2: 12,487 shares; 2025Q3: 13,185 shares 13,185 $1.01M 0.02% +698 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: 3,253 shares; 2024Q4: 3,721 shares; 2025Q1: 4,273 shares; 2025Q2: 5,240 shares; 2025Q3: 4,708 shares 4,708 $1.01M 0.02% -532 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,178 shares; 2025Q2: 145,511 shares; 2025Q3: 146,018 shares 146,018 $1.01M 0.02% +507 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 11,283 shares; 2025Q2: 16,311 shares; 2025Q3: 20,367 shares 20,367 $1000K 0.02% +4,056 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: 3,017 shares; 2024Q4: 3,785 shares; 2025Q1: 11,818 shares; 2025Q2: 12,019 shares; 2025Q3: 13,303 shares 13,303 $999K 0.02% +1,284 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 9,069 shares; 2025Q3: 9,126 shares 9,126 $993K 0.02% +57 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 17,686 shares; 2025Q2: 18,622 shares; 2025Q3: 12,618 shares 12,618 $992K 0.02% -6,004 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,366 shares; 2025Q1: 5,783 shares; 2025Q2: 6,096 shares; 2025Q3: 6,102 shares 6,102 $991K 0.02% +6 Timeline HEI 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: not reported; 2024Q4: not reported; 2025Q1: 862 shares; 2025Q2: 1,221 shares; 2025Q3: 3,051 shares 3,051 $985K 0.02% +1,830 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,134 shares; 2024Q4: 10,101 shares; 2025Q1: not reported; 2025Q2: 11,258 shares; 2025Q3: 11,889 shares 11,889 $984K 0.02% +631 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,177 shares; 2025Q3: 29,811 shares 29,811 $977K 0.02% +3,634 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,320 shares; 2025Q2: 27,106 shares; 2025Q3: 118,918 shares 118,918 $975K 0.02% +91,812 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 11,096 shares; 2025Q1: 17,967 shares; 2025Q2: 20,873 shares; 2025Q3: 21,882 shares 21,882 $975K 0.02% +1,009 Timeline BSCY 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: not reported; 2024Q4: not reported; 2025Q1: 24,037 shares; 2025Q2: 37,590 shares; 2025Q3: 46,240 shares 46,240 $972K 0.02% +8,650 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 8,417 shares; 2025Q3: 11,409 shares 11,409 $970K 0.02% +2,992 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 8,900 shares; 2025Q1: 20,321 shares; 2025Q2: 29,821 shares; 2025Q3: 31,221 shares 31,221 $969K 0.02% +1,400 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,781 shares; 2024Q4: 19,997 shares; 2025Q1: 37,129 shares; 2025Q2: 38,886 shares; 2025Q3: 39,039 shares 39,039 $968K 0.02% +153 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,055 shares; 2025Q2: 25,593 shares; 2025Q3: 22,694 shares 22,694 $966K 0.02% -2,899 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,992 shares; 2024Q4: 13,629 shares; 2025Q1: 6,365 shares; 2025Q2: 10,803 shares; 2025Q3: 10,531 shares 10,531 $964K 0.02% -272 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: not reported; 2025Q1: 7,555 shares; 2025Q2: 7,562 shares; 2025Q3: 7,628 shares 7,628 $960K 0.02% +66 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 2,062 shares; 2025Q1: 2,597 shares; 2025Q2: 4,205 shares; 2025Q3: 4,394 shares 4,394 $954K 0.02% +189 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 3,089 shares; 2025Q3: 3,087 shares 3,087 $949K 0.02% -2 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: 27,060 shares; 2025Q1: 31,427 shares; 2025Q2: 47,601 shares; 2025Q3: 42,531 shares 42,531 $948K 0.02% -5,070 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: 10,813 shares; 2024Q4: 10,277 shares; 2025Q1: 16,266 shares; 2025Q2: 21,783 shares; 2025Q3: 17,038 shares 17,038 $945K 0.02% -4,745 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 4,461 shares; 2025Q1: 7,501 shares; 2025Q2: 8,568 shares; 2025Q3: 9,150 shares 9,150 $944K 0.02% +582 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 10,316 shares; 2025Q1: 13,736 shares; 2025Q2: 17,071 shares; 2025Q3: 20,243 shares 20,243 $940K 0.02% +3,172 Timeline PSL 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: 4,858 shares; 2024Q4: 4,433 shares; 2025Q1: 4,452 shares; 2025Q2: 4,389 shares; 2025Q3: 8,543 shares 8,543 $939K 0.02% +4,154 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: 55,819 shares; 2024Q4: 47,688 shares; 2025Q1: 185,955 shares; 2025Q2: 186,262 shares; 2025Q3: 147,812 shares 147,812 $937K 0.02% -38,450 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,812 shares; 2025Q1: 23,661 shares; 2025Q2: 23,066 shares; 2025Q3: 23,151 shares 23,151 $936K 0.02% +85 Timeline VRIG 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: 40,731 shares; 2024Q4: 34,499 shares; 2025Q1: 35,758 shares; 2025Q2: 30,818 shares; 2025Q3: 37,042 shares 37,042 $930K 0.02% +6,224 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,430 shares 1,430 $929K 0.02% new Timeline DFUS 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: 18,904 shares; 2024Q4: 12,664 shares; 2025Q1: not reported; 2025Q2: 12,283 shares; 2025Q3: 12,821 shares 12,821 $929K 0.02% +538 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,456 shares; 2025Q2: 3,169 shares; 2025Q3: 3,573 shares 3,573 $923K 0.02% +404 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 14,399 shares; 2025Q2: 15,369 shares; 2025Q3: 16,224 shares 16,224 $923K 0.02% +855 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,491 shares 36,491 $921K 0.02% new 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: 5,407 shares; 2024Q4: 7,635 shares; 2025Q1: 7,178 shares; 2025Q2: 11,029 shares; 2025Q3: 10,389 shares 10,389 $921K 0.02% -640 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 7,256 shares; 2025Q1: 9,523 shares; 2025Q2: 10,290 shares; 2025Q3: 10,792 shares 10,792 $921K 0.02% +502 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,725 shares; 2025Q1: 7,883 shares; 2025Q2: 10,657 shares; 2025Q3: 10,205 shares 10,205 $916K 0.02% -452 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 491 shares; 2025Q1: 590 shares; 2025Q2: 503 shares; 2025Q3: 478 shares 478 $914K 0.02% -25 Timeline EQWL 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: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 7,500 shares; 2025Q2: 7,464 shares; 2025Q3: 7,949 shares 7,949 $912K 0.02% +485 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,875 shares; 2024Q4: 19,998 shares; 2025Q1: 68,499 shares; 2025Q2: 71,608 shares; 2025Q3: 62,898 shares 62,898 $908K 0.02% -8,710 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,289 shares; 2025Q1: 3,324 shares; 2025Q2: 5,264 shares; 2025Q3: 5,258 shares 5,258 $908K 0.02% -6 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,803 shares; 2025Q1: 10,739 shares; 2025Q2: 12,856 shares; 2025Q3: 12,743 shares 12,743 $907K 0.02% -113 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,160 shares; 2025Q1: 8,083 shares; 2025Q2: 8,245 shares; 2025Q3: 8,158 shares 8,158 $900K 0.02% -87 Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,800 shares; 2025Q1: 133,950 shares; 2025Q2: 301,800 shares; 2025Q3: 339,389 shares 339,389 $899K 0.02% +37,589 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 6,012 shares; 2025Q1: not reported; 2025Q2: 7,133 shares; 2025Q3: 7,134 shares 7,134 $898K 0.02% +1 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: 15,119 shares; 2024Q4: 15,952 shares; 2025Q1: 11,320 shares; 2025Q2: 17,220 shares; 2025Q3: 17,065 shares 17,065 $893K 0.02% -155 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: 2,686 shares; 2024Q4: 2,950 shares; 2025Q1: 6,320 shares; 2025Q2: 7,083 shares; 2025Q3: 6,869 shares 6,869 $886K 0.02% -214 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,876 shares; 2025Q2: 36,819 shares; 2025Q3: 29,707 shares 29,707 $885K 0.02% -7,112 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 10,887 shares; 2025Q1: 17,926 shares; 2025Q2: 19,182 shares; 2025Q3: 19,846 shares 19,846 $885K 0.02% +664 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 15,369 shares; 2025Q1: 17,169 shares; 2025Q2: 15,975 shares; 2025Q3: 15,747 shares 15,747 $879K 0.02% -228 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: 6,316 shares; 2024Q4: 6,316 shares; 2025Q1: 7,436 shares; 2025Q2: 7,255 shares; 2025Q3: 7,567 shares 7,567 $878K 0.02% +312 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 28,603 shares; 2025Q1: 32,132 shares; 2025Q2: 32,296 shares; 2025Q3: 32,407 shares 32,407 $878K 0.02% +111 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,731 shares; 2025Q2: 8,841 shares; 2025Q3: 16,737 shares 16,737 $875K 0.02% +7,896 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: not reported; 2025Q1: 16,979 shares; 2025Q2: 26,122 shares; 2025Q3: 23,447 shares 23,447 $874K 0.02% -2,675 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,296 shares; 2024Q4: 10,106 shares; 2025Q1: 13,381 shares; 2025Q2: 14,034 shares; 2025Q3: 13,056 shares 13,056 $874K 0.02% -978 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,688 shares; 2024Q4: 20,569 shares; 2025Q1: not reported; 2025Q2: 21,495 shares; 2025Q3: 21,197 shares 21,197 $872K 0.02% -298 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,187 shares; 2025Q2: 19,427 shares; 2025Q3: 12,791 shares 12,791 $870K 0.02% -6,636 Timeline PRN 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: 4,435 shares; 2024Q4: 4,371 shares; 2025Q1: 4,760 shares; 2025Q2: 5,028 shares; 2025Q3: 5,028 shares 5,028 $869K 0.02% 0 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: 2,140 shares; 2024Q4: 2,586 shares; 2025Q1: 2,860 shares; 2025Q2: 4,429 shares; 2025Q3: 4,373 shares 4,373 $867K 0.02% -56 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: 15,353 shares; 2024Q4: 12,422 shares; 2025Q1: 17,633 shares; 2025Q2: 56,547 shares; 2025Q3: 22,080 shares 22,080 $866K 0.02% -34,467 Timeline FQAL 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: 12,760 shares; 2024Q4: 10,407 shares; 2025Q1: not reported; 2025Q2: 7,740 shares; 2025Q3: 11,587 shares 11,587 $866K 0.02% +3,847 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: 5,689 shares; 2024Q4: 6,029 shares; 2025Q1: 8,629 shares; 2025Q2: 9,625 shares; 2025Q3: 11,742 shares 11,742 $864K 0.02% +2,117 Timeline FPE 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: 67,511 shares; 2024Q4: 60,583 shares; 2025Q1: 44,759 shares; 2025Q2: 48,285 shares; 2025Q3: 47,349 shares 47,349 $864K 0.02% -936 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,821 shares; 2024Q4: 19,929 shares; 2025Q1: 20,562 shares; 2025Q2: 20,664 shares; 2025Q3: 20,698 shares 20,698 $860K 0.02% +34 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,505 shares; 2025Q1: 11,224 shares; 2025Q2: 11,067 shares; 2025Q3: 10,992 shares 10,992 $855K 0.02% -75 Timeline BSCW 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: not reported; 2024Q4: not reported; 2025Q1: 39,636 shares; 2025Q2: 40,520 shares; 2025Q3: 40,730 shares 40,730 $850K 0.02% +210 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,307 shares; 2025Q2: 55,106 shares; 2025Q3: 54,877 shares 54,877 $847K 0.02% -229 Timeline ICF 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: 13,012 shares; 2024Q4: 13,115 shares; 2025Q1: 13,182 shares; 2025Q2: 13,751 shares; 2025Q3: 13,712 shares 13,712 $845K 0.02% -39 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,472 shares; 2024Q4: 24,075 shares; 2025Q1: 21,553 shares; 2025Q2: 25,949 shares; 2025Q3: 30,185 shares 30,185 $842K 0.02% +4,236 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,141 shares; 2025Q2: 81,079 shares; 2025Q3: 79,400 shares 79,400 $841K 0.02% -1,679 Timeline FDLO 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: 4,960 shares; 2025Q2: 5,043 shares; 2025Q3: 12,739 shares 12,739 $839K 0.02% +7,696 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,332 shares; 2024Q4: 14,939 shares; 2025Q1: 24,264 shares; 2025Q2: 26,967 shares; 2025Q3: 26,920 shares 26,920 $839K 0.02% -47 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: 10,537 shares; 2024Q4: 10,435 shares; 2025Q1: 37,511 shares; 2025Q2: 42,841 shares; 2025Q3: 36,479 shares 36,479 $836K 0.02% -6,362 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: 4,014 shares; 2024Q4: 4,999 shares; 2025Q1: 8,031 shares; 2025Q2: 22,234 shares; 2025Q3: 8,566 shares 8,566 $836K 0.02% -13,668 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,000 shares; 2025Q2: 82,000 shares; 2025Q3: 66,000 shares 66,000 $836K 0.02% -16,000 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,100 shares; 2025Q3: 43,901 shares 43,901 $835K 0.02% +32,801 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,492 shares 21,492 $832K 0.02% new 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: 5,345 shares; 2024Q4: 5,668 shares; 2025Q1: 6,161 shares; 2025Q2: 5,827 shares; 2025Q3: 5,815 shares 5,815 $829K 0.02% -12 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,053 shares; 2025Q1: 3,350 shares; 2025Q2: 10,610 shares; 2025Q3: 3,354 shares 3,354 $828K 0.02% -7,256 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 8,300 shares; 2025Q1: 8,204 shares; 2025Q2: 8,302 shares; 2025Q3: 7,952 shares 7,952 $824K 0.02% -350 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,751 shares; 2025Q3: 23,185 shares 23,185 $823K 0.02% +4,434 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,561 shares; 2025Q1: 5,444 shares; 2025Q2: 5,466 shares; 2025Q3: 5,488 shares 5,488 $822K 0.02% +22 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,454 shares; 2025Q2: 17,980 shares; 2025Q3: 23,546 shares 23,546 $818K 0.02% +5,566 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,958 shares; 2025Q1: 4,929 shares; 2025Q2: 4,854 shares; 2025Q3: 5,111 shares 5,111 $816K 0.02% +257 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,031 shares; 2025Q3: 15,610 shares 15,610 $815K 0.02% +5,579 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,628 shares 15,628 $812K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,647 shares; 2025Q1: 5,147 shares; 2025Q2: 5,429 shares; 2025Q3: 5,823 shares 5,823 $811K 0.02% +394 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: not reported; 2025Q1: 5,523 shares; 2025Q2: 6,534 shares; 2025Q3: 6,680 shares 6,680 $810K 0.02% +146 Timeline HELO 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: 7,258 shares; 2025Q2: 8,545 shares; 2025Q3: 12,342 shares 12,342 $802K 0.02% +3,797 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,973 shares; 2025Q2: 3,751 shares; 2025Q3: 4,243 shares 4,243 $802K 0.02% +492 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,615 shares; 2024Q4: 21,600 shares; 2025Q1: 21,700 shares; 2025Q2: 21,700 shares; 2025Q3: 21,700 shares 21,700 $801K 0.02% 0 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: 3,521 shares; 2024Q4: 3,646 shares; 2025Q1: 8,604 shares; 2025Q2: 12,009 shares; 2025Q3: 7,667 shares 7,667 $800K 0.02% -4,342 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,388 shares; 2025Q2: 11,266 shares; 2025Q3: 11,383 shares 11,383 $800K 0.02% +117 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,668 shares; 2025Q2: 14,608 shares; 2025Q3: 10,288 shares 10,288 $795K 0.02% -4,320 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: not reported; 2025Q1: 6,358 shares; 2025Q2: 6,816 shares; 2025Q3: 7,079 shares 7,079 $795K 0.02% +263 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,365 shares; 2024Q4: 21,791 shares; 2025Q1: 41,653 shares; 2025Q2: 46,892 shares; 2025Q3: 43,922 shares 43,922 $792K 0.02% -2,970 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: 11,664 shares; 2024Q4: 12,042 shares; 2025Q1: 23,496 shares; 2025Q2: 23,286 shares; 2025Q3: 29,782 shares 29,782 $787K 0.02% +6,496 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,567 shares; 2025Q2: 9,576 shares; 2025Q3: 8,650 shares 8,650 $787K 0.02% -926 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: not reported; 2024Q4: not reported; 2025Q1: 1,541 shares; 2025Q2: 4,124 shares; 2025Q3: 4,076 shares 4,076 $779K 0.01% -48 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: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,803 shares 1,803 $776K 0.01% +28 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: 4,598 shares; 2024Q4: 4,568 shares; 2025Q1: 5,554 shares; 2025Q2: 6,123 shares; 2025Q3: 6,388 shares 6,388 $776K 0.01% +265 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,652 shares; 2025Q2: 16,640 shares; 2025Q3: 16,675 shares 16,675 $772K 0.01% +35 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 26,422 shares; 2025Q1: 31,685 shares; 2025Q2: 29,635 shares; 2025Q3: 32,782 shares 32,782 $767K 0.01% +3,147 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 16,025 shares; 2025Q1: 19,008 shares; 2025Q2: 21,385 shares; 2025Q3: 18,446 shares 18,446 $767K 0.01% -2,939 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,887 shares; 2025Q3: 4,594 shares 4,594 $764K 0.01% +707 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares 1,492 $761K 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,753 shares; 2025Q2: 12,047 shares; 2025Q3: 9,347 shares 9,347 $759K 0.01% -2,700 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,071 shares; 2025Q3: 29,545 shares 29,545 $755K 0.01% +3,474 Timeline RAVI 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: 11,833 shares; 2024Q4: 10,981 shares; 2025Q1: 10,853 shares; 2025Q2: 10,098 shares; 2025Q3: 9,964 shares 9,964 $754K 0.01% -134 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,909 shares; 2025Q2: 30,909 shares; 2025Q3: 30,039 shares 30,039 $753K 0.01% -870 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 5,329 shares; 2025Q1: not reported; 2025Q2: 5,925 shares; 2025Q3: 5,916 shares 5,916 $750K 0.01% -9 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,501 shares; 2024Q4: 13,892 shares; 2025Q1: 14,627 shares; 2025Q2: 27,964 shares; 2025Q3: 32,429 shares 32,429 $750K 0.01% +4,465 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: not reported; 2024Q4: not reported; 2025Q1: 5,407 shares; 2025Q2: 6,012 shares; 2025Q3: 7,480 shares 7,480 $747K 0.01% +1,468 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,811 shares; 2025Q2: 15,451 shares; 2025Q3: 16,279 shares 16,279 $746K 0.01% +828 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: 10,485 shares; 2025Q1: 23,635 shares; 2025Q2: 27,595 shares; 2025Q3: 23,570 shares 23,570 $745K 0.01% -4,025 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 4,892 shares; 2025Q1: 3,509 shares; 2025Q2: 5,760 shares; 2025Q3: 6,703 shares 6,703 $741K 0.01% +943 Timeline ICLO 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: 105,058 shares; 2024Q4: 101,628 shares; 2025Q1: 268,720 shares; 2025Q2: 84,776 shares; 2025Q3: 28,898 shares 28,898 $740K 0.01% -55,878 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,649 shares; 2025Q3: 13,718 shares 13,718 $739K 0.01% +3,069 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: 110,630 shares; 2025Q2: 114,035 shares; 2025Q3: 113,240 shares 113,240 $738K 0.01% -795 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares 1,581 $738K 0.01% 0 Timeline VWOB 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: 7,144 shares; 2024Q4: 7,884 shares; 2025Q1: 9,714 shares; 2025Q2: 10,086 shares; 2025Q3: 10,993 shares 10,993 $735K 0.01% +907 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,547 shares; 2025Q1: 3,362 shares; 2025Q2: 5,597 shares; 2025Q3: 5,663 shares 5,663 $735K 0.01% +66 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,951 shares; 2024Q4: 14,951 shares; 2025Q1: 14,951 shares; 2025Q2: 14,951 shares; 2025Q3: 15,031 shares 15,031 $734K 0.01% +80 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,492 shares; 2024Q4: not reported; 2025Q1: 6,540 shares; 2025Q2: 9,415 shares; 2025Q3: 17,157 shares 17,157 $734K 0.01% +7,742 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: 12,082 shares; 2024Q4: 11,291 shares; 2025Q1: 25,642 shares; 2025Q2: 27,999 shares; 2025Q3: 26,958 shares 26,958 $734K 0.01% -1,041 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 9,263 shares; 2025Q1: 9,374 shares; 2025Q2: 9,385 shares; 2025Q3: 9,399 shares 9,399 $734K 0.01% +14 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: not reported; 2024Q4: not reported; 2025Q1: 30,140 shares; 2025Q2: 30,167 shares; 2025Q3: 32,889 shares 32,889 $733K 0.01% +2,722 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,104 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares 2,122 $733K 0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: 6,054 shares; 2025Q1: 7,186 shares; 2025Q2: 11,559 shares; 2025Q3: 14,283 shares 14,283 $732K 0.01% +2,724 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,721 shares; 2025Q1: 15,685 shares; 2025Q2: 15,825 shares; 2025Q3: 14,484 shares 14,484 $731K 0.01% -1,341 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,587 shares; 2025Q2: 18,813 shares; 2025Q3: 18,833 shares 18,833 $731K 0.01% +20 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: 9,952 shares; 2024Q4: 23,651 shares; 2025Q1: 27,943 shares; 2025Q2: 28,127 shares; 2025Q3: 32,054 shares 32,054 $729K 0.01% +3,927 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,439 shares; 2025Q1: 10,956 shares; 2025Q2: 10,703 shares; 2025Q3: 11,598 shares 11,598 $727K 0.01% +895 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: 1,325 shares; 2024Q4: 1,383 shares; 2025Q1: 1,801 shares; 2025Q2: 2,457 shares; 2025Q3: 2,243 shares 2,243 $725K 0.01% -214 Timeline DIVI 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: 18,269 shares; 2024Q4: 18,236 shares; 2025Q1: 19,282 shares; 2025Q2: 19,296 shares; 2025Q3: 19,300 shares 19,300 $720K 0.01% +4 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,958 shares; 2025Q2: 14,354 shares; 2025Q3: 14,413 shares 14,413 $720K 0.01% +59 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,620 shares; 2024Q4: 46,350 shares; 2025Q1: 170,061 shares; 2025Q2: 134,815 shares; 2025Q3: 111,375 shares 111,375 $718K 0.01% -23,440 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,650 shares; 2025Q2: 7,088 shares; 2025Q3: 6,533 shares 6,533 $718K 0.01% -555 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 17,029 shares; 2025Q1: 21,000 shares; 2025Q2: 23,049 shares; 2025Q3: 18,268 shares 18,268 $716K 0.01% -4,781 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,543 shares 34,543 $714K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 41,454 shares; 2025Q2: 42,482 shares; 2025Q3: 28,833 shares 28,833 $713K 0.01% -13,649 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,821 shares; 2025Q2: 10,084 shares; 2025Q3: 8,372 shares 8,372 $711K 0.01% -1,712 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,920 shares; 2025Q2: 24,045 shares; 2025Q3: 28,779 shares 28,779 $711K 0.01% +4,734 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,746 shares; 2024Q4: 22,072 shares; 2025Q1: 27,929 shares; 2025Q2: 28,604 shares; 2025Q3: 28,019 shares 28,019 $708K 0.01% -585 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,415 shares; 2025Q2: 9,406 shares; 2025Q3: 8,537 shares 8,537 $705K 0.01% -869 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,649 shares 19,649 $705K 0.01% new EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,681 shares; 2025Q2: 4,831 shares; 2025Q3: 4,973 shares 4,973 $701K 0.01% +142 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,382 shares; 2025Q2: 3,332 shares; 2025Q3: 4,007 shares 4,007 $700K 0.01% +675 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,845 shares; 2025Q3: 10,781 shares 10,781 $698K 0.01% -1,064 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,229 shares; 2024Q4: 54,319 shares; 2025Q1: 66,653 shares; 2025Q2: 89,178 shares; 2025Q3: 76,593 shares 76,593 $697K 0.01% -12,585 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,901 shares; 2024Q4: 15,245 shares; 2025Q1: 12,816 shares; 2025Q2: 13,416 shares; 2025Q3: 15,301 shares 15,301 $696K 0.01% +1,885 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,261 shares; 2025Q3: 4,757 shares 4,757 $693K 0.01% +2,496 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 1,019 shares; 2025Q1: 1,344 shares; 2025Q2: 1,381 shares; 2025Q3: 1,441 shares 1,441 $687K 0.01% +60 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,579 shares; 2025Q2: 17,918 shares; 2025Q3: 29,817 shares 29,817 $686K 0.01% +11,899 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 364 shares; 2025Q1: 425 shares; 2025Q2: 431 shares; 2025Q3: 458 shares 458 $685K 0.01% +27 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 4,036 shares; 2025Q1: 4,037 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares 4,041 $684K 0.01% 0 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: 2,873 shares; 2024Q4: 3,172 shares; 2025Q1: 4,645 shares; 2025Q2: 6,597 shares; 2025Q3: 7,459 shares 7,459 $684K 0.01% +862 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: 1,521 shares; 2024Q4: 1,614 shares; 2025Q1: 2,667 shares; 2025Q2: 1,999 shares; 2025Q3: 2,148 shares 2,148 $682K 0.01% +149 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,870 shares; 2024Q4: 118,110 shares; 2025Q1: 125,317 shares; 2025Q2: 136,312 shares; 2025Q3: 132,113 shares 132,113 $681K 0.01% -4,199 Timeline IONQ IONQ INC More: the full row for IONQ 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: 11,069 shares 11,069 $681K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 5,314 shares; 2025Q3: 5,390 shares 5,390 $679K 0.01% +76 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,219 shares; 2025Q1: 14,111 shares; 2025Q2: 15,620 shares; 2025Q3: 18,883 shares 18,883 $678K 0.01% +3,263 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,494 shares; 2025Q1: 4,260 shares; 2025Q2: 4,297 shares; 2025Q3: 4,286 shares 4,286 $678K 0.01% -11 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: not reported; 2024Q4: 16,953 shares; 2025Q1: 23,371 shares; 2025Q2: 31,958 shares; 2025Q3: 27,426 shares 27,426 $675K 0.01% -4,532 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,852 shares; 2025Q1: 6,067 shares; 2025Q2: 6,279 shares; 2025Q3: 6,926 shares 6,926 $672K 0.01% +647 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: not reported; 2025Q1: 11,768 shares; 2025Q2: 14,112 shares; 2025Q3: 15,560 shares 15,560 $672K 0.01% +1,448 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,750 shares 32,750 $671K 0.01% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,301 shares; 2025Q1: 16,154 shares; 2025Q2: 19,747 shares; 2025Q3: 44,757 shares 44,757 $670K 0.01% +25,010 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,486 shares; 2024Q4: 15,439 shares; 2025Q1: not reported; 2025Q2: 16,198 shares; 2025Q3: 16,020 shares 16,020 $669K 0.01% -178 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,153 shares; 2025Q2: 16,014 shares; 2025Q3: 19,270 shares 19,270 $668K 0.01% +3,256 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,493 shares; 2025Q3: 12,648 shares 12,648 $664K 0.01% +6,155 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: 2,085 shares; 2024Q4: 2,081 shares; 2025Q1: 6,793 shares; 2025Q2: 6,832 shares; 2025Q3: 7,069 shares 7,069 $663K 0.01% +237 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,158 shares; 2024Q4: 4,016 shares; 2025Q1: not reported; 2025Q2: 6,164 shares; 2025Q3: 6,632 shares 6,632 $663K 0.01% +468 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,699 shares; 2025Q2: 14,199 shares; 2025Q3: 14,519 shares 14,519 $662K 0.01% +320 Timeline JIRE 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: 6,366 shares; 2025Q2: 5,876 shares; 2025Q3: 8,892 shares 8,892 $654K 0.01% +3,016 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: 6,445 shares; 2024Q4: 6,232 shares; 2025Q1: 11,053 shares; 2025Q2: 14,600 shares; 2025Q3: 13,835 shares 13,835 $654K 0.01% -765 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: not reported; 2024Q4: not reported; 2025Q1: 28,129 shares; 2025Q2: 28,196 shares; 2025Q3: 26,148 shares 26,148 $653K 0.01% -2,048 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,432 shares; 2025Q1: 3,731 shares; 2025Q2: 4,692 shares; 2025Q3: 4,716 shares 4,716 $652K 0.01% +24 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: 979 shares; 2024Q4: 991 shares; 2025Q1: 1,204 shares; 2025Q2: 1,244 shares; 2025Q3: 1,828 shares 1,828 $652K 0.01% +584 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: 7,764 shares; 2024Q4: 8,236 shares; 2025Q1: not reported; 2025Q2: 13,138 shares; 2025Q3: 13,700 shares 13,700 $651K 0.01% +562 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,982 shares 4,982 $650K 0.01% new Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,909 shares; 2025Q1: 7,494 shares; 2025Q2: 10,731 shares; 2025Q3: 9,876 shares 9,876 $648K 0.01% -855 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,806 shares; 2025Q1: 4,360 shares; 2025Q2: 4,584 shares; 2025Q3: 4,603 shares 4,603 $648K 0.01% +19 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 2,083 shares 2,083 $646K 0.01% +938 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,027 shares; 2025Q2: 11,897 shares; 2025Q3: 9,838 shares 9,838 $640K 0.01% -2,059 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,489 shares; 2025Q3: 31,886 shares 31,886 $639K 0.01% +15,397 Timeline HUSV 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: 14,980 shares; 2024Q4: 15,545 shares; 2025Q1: 15,105 shares; 2025Q2: 15,690 shares; 2025Q3: 15,985 shares 15,985 $637K 0.01% +295 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 11,156 shares; 2025Q2: 11,356 shares; 2025Q3: 11,356 shares 11,356 $637K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,030 shares; 2025Q1: 1,374 shares; 2025Q2: 2,596 shares; 2025Q3: 2,670 shares 2,670 $636K 0.01% +74 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,713 shares; 2025Q2: 3,745 shares; 2025Q3: 3,718 shares 3,718 $635K 0.01% -27 Timeline FDMO 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: 7,631 shares 7,631 $635K 0.01% new Timeline FTHI 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: 11,633 shares; 2024Q4: 15,096 shares; 2025Q1: 15,431 shares; 2025Q2: 23,442 shares; 2025Q3: 26,723 shares 26,723 $634K 0.01% +3,281 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,153 shares; 2025Q3: 5,872 shares 5,872 $631K 0.01% +2,719 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,407 shares; 2025Q2: 12,574 shares; 2025Q3: 12,400 shares 12,400 $628K 0.01% -174 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 23,544 shares; 2025Q2: 65,388 shares; 2025Q3: 65,124 shares 65,124 $624K 0.01% -264 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 8,321 shares; 2025Q1: 8,860 shares; 2025Q2: 9,114 shares; 2025Q3: 8,647 shares 8,647 $623K 0.01% -467 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,380 shares 3,380 $623K 0.01% new Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,131 shares; 2025Q1: 12,243 shares; 2025Q2: 13,385 shares; 2025Q3: 14,024 shares 14,024 $620K 0.01% +639 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 5,942 shares; 2025Q1: 6,599 shares; 2025Q2: 8,124 shares; 2025Q3: 12,895 shares 12,895 $619K 0.01% +4,771 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: 5,441 shares; 2024Q4: 4,463 shares; 2025Q1: 4,245 shares; 2025Q2: 6,734 shares; 2025Q3: 12,039 shares 12,039 $617K 0.01% +5,305 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,853 shares; 2024Q4: 43,607 shares; 2025Q1: 26,891 shares; 2025Q2: 38,406 shares; 2025Q3: 39,399 shares 39,399 $615K 0.01% +993 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,328 shares; 2025Q1: 84,579 shares; 2025Q2: 104,742 shares; 2025Q3: 101,095 shares 101,095 $614K 0.01% -3,647 Timeline LGLV 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: 3,310 shares; 2024Q4: 3,313 shares; 2025Q1: 3,243 shares; 2025Q2: 3,518 shares; 2025Q3: 3,438 shares 3,438 $613K 0.01% -80 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 9,703 shares; 2025Q2: 10,777 shares; 2025Q3: 6,339 shares 6,339 $612K 0.01% -4,438 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 1,845 shares; 2025Q2: 2,441 shares; 2025Q3: 2,381 shares 2,381 $611K 0.01% -60 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 3,120 shares; 2025Q2: 5,005 shares; 2025Q3: 4,997 shares 4,997 $608K 0.01% -8 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,200 shares 11,200 $607K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,461 shares; 2025Q2: 7,901 shares; 2025Q3: 7,893 shares 7,893 $605K 0.01% -8 Timeline HCMT 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: 9,729 shares; 2024Q4: 12,840 shares; 2025Q1: 22,324 shares; 2025Q2: 21,327 shares; 2025Q3: 16,049 shares 16,049 $602K 0.01% -5,278 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,528 shares; 2025Q3: 9,189 shares 9,189 $598K 0.01% +2,661 Timeline XMLV 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: 5,848 shares; 2025Q1: 3,726 shares; 2025Q2: 9,403 shares; 2025Q3: 9,402 shares 9,402 $598K 0.01% -1 Timeline SPSB 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: 15,305 shares; 2024Q4: 14,647 shares; 2025Q1: 16,082 shares; 2025Q2: 19,823 shares; 2025Q3: 19,715 shares 19,715 $597K 0.01% -108 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: 1,610 shares; 2024Q4: 1,633 shares; 2025Q1: 3,732 shares; 2025Q2: 5,066 shares; 2025Q3: 4,078 shares 4,078 $597K 0.01% -988 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,420 shares 4,420 $594K 0.01% -356 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 2,364 shares; 2025Q3: 2,699 shares 2,699 $593K 0.01% +335 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,095 shares 42,095 $588K 0.01% new HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 2,310 shares; 2025Q3: 2,253 shares 2,253 $586K 0.01% -57 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 5,727 shares; 2025Q1: 5,839 shares; 2025Q2: 11,234 shares; 2025Q3: 9,230 shares 9,230 $584K 0.01% -2,004 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,958 shares; 2024Q4: 7,005 shares; 2025Q1: 5,228 shares; 2025Q2: 7,443 shares; 2025Q3: 9,951 shares 9,951 $583K 0.01% +2,508 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: 689 shares; 2024Q4: 709 shares; 2025Q1: 1,753 shares; 2025Q2: 1,584 shares; 2025Q3: 1,487 shares 1,487 $582K 0.01% -97 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,840 shares; 2025Q3: 47,177 shares 47,177 $580K 0.01% +11,337 Timeline MKSI MKS INC. More: the full row for MKS 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: 4,679 shares 4,679 $579K 0.01% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,092 shares; 2025Q3: 49,917 shares 49,917 $577K 0.01% +20,825 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,678 shares; 2025Q2: 12,336 shares; 2025Q3: 13,078 shares 13,078 $575K 0.01% +742 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,143 shares; 2025Q2: 6,635 shares; 2025Q3: 6,924 shares 6,924 $574K 0.01% +289 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,989 shares 2,989 $574K 0.01% new Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,289 shares; 2024Q4: 20,428 shares; 2025Q1: 45,118 shares; 2025Q2: 45,806 shares; 2025Q3: 43,665 shares 43,665 $573K 0.01% -2,141 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,570 shares; 2025Q2: 6,977 shares; 2025Q3: 7,878 shares 7,878 $572K 0.01% +901 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,975 shares; 2025Q2: 7,125 shares; 2025Q3: 6,963 shares 6,963 $571K 0.01% -162 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY 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: 25,600 shares; 2025Q2: 22,841 shares; 2025Q3: 19,991 shares 19,991 $568K 0.01% -2,850 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 12,577 shares; 2025Q1: 20,454 shares; 2025Q2: 23,160 shares; 2025Q3: 22,841 shares 22,841 $567K 0.01% -319 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 9,153 shares; 2025Q1: 6,641 shares; 2025Q2: 6,653 shares; 2025Q3: 6,100 shares 6,100 $565K 0.01% -553 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: 3,274 shares; 2024Q4: 3,101 shares; 2025Q1: 4,742 shares; 2025Q2: 4,623 shares; 2025Q3: 3,909 shares 3,909 $564K 0.01% -714 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,462 shares; 2025Q2: 25,480 shares; 2025Q3: 11,454 shares 11,454 $562K 0.01% -14,026 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 3,442 shares; 2025Q1: not reported; 2025Q2: 8,031 shares; 2025Q3: 7,797 shares 7,797 $561K 0.01% -234 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,736 shares; 2025Q1: 8,541 shares; 2025Q2: 8,746 shares; 2025Q3: 11,426 shares 11,426 $557K 0.01% +2,680 Timeline KNGZ 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: 18,278 shares; 2025Q2: 16,448 shares; 2025Q3: 15,501 shares 15,501 $555K 0.01% -947 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,028 shares 5,028 $555K 0.01% new Timeline BSCX 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: not reported; 2024Q4: not reported; 2025Q1: 25,450 shares; 2025Q2: 25,642 shares; 2025Q3: 25,803 shares 25,803 $554K 0.01% +161 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,940 shares; 2025Q2: 67,075 shares; 2025Q3: 69,799 shares 69,799 $552K 0.01% +2,724 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 20,605 shares 20,605 $552K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS 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: 806 shares; 2025Q2: 815 shares; 2025Q3: 871 shares 871 $549K 0.01% +56 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,953 shares; 2025Q1: 13,641 shares; 2025Q2: 7,199 shares; 2025Q3: 14,912 shares 14,912 $549K 0.01% +7,713 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: 4,487 shares; 2024Q4: 4,301 shares; 2025Q1: 4,570 shares; 2025Q2: 5,578 shares; 2025Q3: 5,346 shares 5,346 $549K 0.01% -232 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,596 shares; 2025Q3: 8,688 shares 8,688 $548K 0.01% +92 Timeline XXRP LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,974 shares; 2025Q3: 16,907 shares 16,907 $546K 0.01% +2,933 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: not reported; 2024Q4: 1,748 shares; 2025Q1: 3,581 shares; 2025Q2: 3,913 shares; 2025Q3: 4,342 shares 4,342 $543K 0.01% +429 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,219 shares; 2024Q4: 12,906 shares; 2025Q1: 51,265 shares; 2025Q2: 52,529 shares; 2025Q3: 47,579 shares 47,579 $542K 0.01% -4,950 Timeline DFIC 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: 16,442 shares; 2024Q4: 16,484 shares; 2025Q1: not reported; 2025Q2: 17,315 shares; 2025Q3: 16,456 shares 16,456 $540K 0.01% -859 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: 2,134 shares; 2024Q4: 1,962 shares; 2025Q1: 7,417 shares; 2025Q2: 9,328 shares; 2025Q3: 4,352 shares 4,352 $537K 0.01% -4,976 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,782 shares; 2025Q1: 6,787 shares; 2025Q2: 6,793 shares; 2025Q3: 10,299 shares 10,299 $536K 0.01% +3,506 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,657 shares; 2025Q3: 7,778 shares 7,778 $533K 0.01% +121 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: 932 shares; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,129 shares; 2025Q3: 2,320 shares 2,320 $528K 0.01% +191 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,420 shares; 2025Q2: 22,055 shares; 2025Q3: 28,475 shares 28,475 $526K 0.01% +6,420 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,344 shares; 2025Q2: 2,442 shares; 2025Q3: 2,588 shares 2,588 $519K 0.01% +146 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704 shares; 2024Q4: 5,083 shares; 2025Q1: 8,481 shares; 2025Q2: 7,609 shares; 2025Q3: 7,480 shares 7,480 $516K 0.01% -129 Timeline FNCL 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: 3,213 shares; 2024Q4: 3,710 shares; 2025Q1: not reported; 2025Q2: 6,404 shares; 2025Q3: 6,740 shares 6,740 $515K 0.01% +336 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,684 shares; 2024Q4: 19,385 shares; 2025Q1: 10,270 shares; 2025Q2: 19,405 shares; 2025Q3: 20,463 shares 20,463 $514K 0.01% +1,058 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: 5,152 shares; 2024Q4: 5,186 shares; 2025Q1: not reported; 2025Q2: 5,819 shares; 2025Q3: 5,844 shares 5,844 $514K 0.01% +25 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,595 shares; 2025Q3: 16,857 shares 16,857 $513K 0.01% +5,262 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 627 shares; 2025Q1: 963 shares; 2025Q2: 997 shares; 2025Q3: 911 shares 911 $512K 0.01% -86 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: 22,440 shares; 2025Q2: 49,450 shares; 2025Q3: 49,211 shares 49,211 $509K 0.01% -239 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: 2,409 shares; 2024Q4: 2,373 shares; 2025Q1: 3,562 shares; 2025Q2: 4,058 shares; 2025Q3: 4,196 shares 4,196 $509K 0.01% +138 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,621 shares; 2025Q2: 7,724 shares; 2025Q3: 7,706 shares 7,706 $508K 0.01% -18 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,335 shares; 2024Q4: 10,708 shares; 2025Q1: 9,873 shares; 2025Q2: 11,973 shares; 2025Q3: 11,998 shares 11,998 $508K 0.01% +25 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: 4,013 shares; 2024Q4: 4,015 shares; 2025Q1: 6,909 shares; 2025Q2: 7,424 shares; 2025Q3: 7,357 shares 7,357 $505K 0.01% -67 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,630 shares; 2024Q4: 30,233 shares; 2025Q1: 31,741 shares; 2025Q2: 30,897 shares; 2025Q3: 30,954 shares 30,954 $504K 0.01% +57 Timeline PZA 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: 21,760 shares; 2025Q2: 21,760 shares; 2025Q3: 21,760 shares 21,760 $502K 0.01% 0 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares 4,061 $502K 0.01% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,565 shares; 2025Q2: 8,151 shares; 2025Q3: 8,840 shares 8,840 $499K 0.01% +689 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 5,000 shares 5,000 $499K 0.01% new 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: 15,430 shares; 2024Q4: 17,103 shares; 2025Q1: 20,187 shares; 2025Q2: 21,178 shares; 2025Q3: 19,224 shares 19,224 $498K 0.01% -1,954 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,002 shares; 2025Q1: 3,300 shares; 2025Q2: 3,623 shares; 2025Q3: 3,763 shares 3,763 $497K 0.01% +140 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: not reported; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,716 shares; 2025Q3: 2,021 shares 2,021 $497K 0.01% +305 Timeline CSM 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: 5,249 shares; 2024Q4: 5,258 shares; 2025Q1: 6,217 shares; 2025Q2: 6,472 shares; 2025Q3: 6,483 shares 6,483 $496K 0.01% +11 Timeline TECL 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: 3,534 shares; 2025Q2: 3,968 shares; 2025Q3: 3,976 shares 3,976 $494K 0.01% +8 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,865 shares; 2024Q4: 31,365 shares; 2025Q1: 48,618 shares; 2025Q2: 43,849 shares; 2025Q3: 40,424 shares 40,424 $493K 0.01% -3,425 Timeline METC RAMACO RES INC More: the full row for RAMACO RES 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: 14,859 shares 14,859 $493K 0.01% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,245 shares 8,245 $491K 0.01% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,069 shares; 2025Q2: 6,377 shares; 2025Q3: 6,516 shares 6,516 $489K 0.01% +139 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,934 shares; 2025Q3: 59,627 shares 59,627 $488K 0.01% -8,307 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: 6,611 shares; 2024Q4: 6,757 shares; 2025Q1: 8,077 shares; 2025Q2: 8,137 shares; 2025Q3: 8,059 shares 8,059 $485K 0.01% -78 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 20,200 shares; 2025Q3: 38,475 shares 38,475 $484K 0.01% +18,275 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,965 shares; 2025Q2: 20,789 shares; 2025Q3: 19,627 shares 19,627 $483K 0.01% -1,162 Timeline EMGF 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: 6,177 shares; 2024Q4: 6,043 shares; 2025Q1: 7,301 shares; 2025Q2: 7,092 shares; 2025Q3: 8,513 shares 8,513 $482K 0.01% +1,421 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 449 shares; 2025Q1: 738 shares; 2025Q2: 787 shares; 2025Q3: 983 shares 983 $479K 0.01% +196 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 22,346 shares; 2025Q1: not reported; 2025Q2: 21,978 shares; 2025Q3: 21,005 shares 21,005 $478K 0.01% -973 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,062 shares; 2025Q3: 4,552 shares 4,552 $478K 0.01% +1,490 Timeline