AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,931 shares; 2024Q4: 155,984 shares; 2025Q1: 205,846 shares; 2025Q2: 186,648 shares; 2025Q3: 177,007 shares 177,007 $13M 0.03% -9,641 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,581 shares; 2024Q4: 65,723 shares; 2025Q1: 63,039 shares; 2025Q2: 55,632 shares; 2025Q3: 56,622 shares 56,622 $13M 0.03% +990 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,252 shares; 2024Q4: 173,109 shares; 2025Q1: 195,604 shares; 2025Q2: 226,236 shares; 2025Q3: 251,815 shares 251,815 $12.9M 0.03% +25,579 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,018 shares; 2024Q4: 37,050 shares; 2025Q1: 36,135 shares; 2025Q2: 35,654 shares; 2025Q3: 35,173 shares 35,173 $12.9M 0.03% -481 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,455 shares; 2024Q4: not reported; 2025Q1: 290,416 shares; 2025Q2: 258,037 shares; 2025Q3: 264,950 shares 264,950 $12.8M 0.03% +6,913 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,683 shares; 2024Q4: 118,224 shares; 2025Q1: 118,990 shares; 2025Q2: 118,164 shares; 2025Q3: 173,991 shares 173,991 $12.8M 0.03% +55,827 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,069 shares; 2025Q1: 47,419 shares; 2025Q2: 50,631 shares; 2025Q3: 48,258 shares 48,258 $12.7M 0.03% -2,373 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,191 shares; 2024Q4: 25,927 shares; 2025Q1: 25,010 shares; 2025Q2: 26,077 shares; 2025Q3: 25,332 shares 25,332 $12.6M 0.03% -745 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,167 shares; 2024Q4: 610,927 shares; 2025Q1: 624,361 shares; 2025Q2: 694,053 shares; 2025Q3: 735,106 shares 735,106 $12.6M 0.03% +41,053 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: 549,250 shares; 2024Q4: 557,926 shares; 2025Q1: 575,346 shares; 2025Q2: 602,915 shares; 2025Q3: 276,626 shares 276,626 $12.6M 0.03% -326,289 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 4,183 shares; 2025Q1: 4,616 shares; 2025Q2: 103,360 shares; 2025Q3: 93,451 shares 93,451 $12.6M 0.03% -9,909 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,114 shares; 2024Q4: 142,445 shares; 2025Q1: 175,524 shares; 2025Q2: 174,516 shares; 2025Q3: 175,900 shares 175,900 $12.6M 0.03% +1,384 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: 45,838 shares; 2024Q4: 44,438 shares; 2025Q1: 51,233 shares; 2025Q2: 69,245 shares; 2025Q3: 70,238 shares 70,238 $12.6M 0.03% +993 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,557 shares; 2024Q4: 836,944 shares; 2025Q1: 947,208 shares; 2025Q2: 704,197 shares; 2025Q3: 666,184 shares 666,184 $12.5M 0.03% -38,013 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,558 shares; 2024Q4: not reported; 2025Q1: 263,838 shares; 2025Q2: 264,503 shares; 2025Q3: 262,151 shares 262,151 $12.5M 0.03% -2,352 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: 10,568 shares; 2024Q4: 11,379 shares; 2025Q1: 8,527 shares; 2025Q2: 45,054 shares; 2025Q3: 48,080 shares 48,080 $12.4M 0.03% +3,026 Timeline FJAN 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: 231,751 shares; 2024Q4: 224,729 shares; 2025Q1: 237,466 shares; 2025Q2: 243,647 shares; 2025Q3: 247,365 shares 247,365 $12.4M 0.03% +3,718 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,053 shares; 2024Q4: 439,830 shares; 2025Q1: 502,022 shares; 2025Q2: 693,008 shares; 2025Q3: 768,215 shares 768,215 $12.4M 0.03% +75,207 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: 425,743 shares; 2024Q4: 443,988 shares; 2025Q1: 448,681 shares; 2025Q2: 485,018 shares; 2025Q3: 314,402 shares 314,402 $12.3M 0.03% -170,616 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: 93,587 shares; 2024Q4: 48,246 shares; 2025Q1: 119,039 shares; 2025Q2: 303,245 shares; 2025Q3: 353,820 shares 353,820 $12.3M 0.03% +50,575 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: 258,967 shares; 2024Q4: 248,230 shares; 2025Q1: 184,026 shares; 2025Q2: 179,541 shares; 2025Q3: 295,326 shares 295,326 $12.3M 0.03% +115,785 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: 103,804 shares; 2024Q4: 109,166 shares; 2025Q1: 114,855 shares; 2025Q2: 136,118 shares; 2025Q3: 157,251 shares 157,251 $12.2M 0.03% +21,133 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,158 shares; 2024Q4: 27,158 shares; 2025Q1: 448,669 shares; 2025Q2: 591,425 shares; 2025Q3: 1,213,020 shares 1,213,020 $12.2M 0.03% +621,595 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,783 shares; 2024Q4: 37,160 shares; 2025Q1: 51,674 shares; 2025Q2: 42,509 shares; 2025Q3: 42,550 shares 42,550 $12.2M 0.03% +41 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 262,802 shares; 2025Q3: 263,747 shares 263,747 $12.2M 0.03% +945 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,046 shares; 2024Q4: 66,381 shares; 2025Q1: 64,840 shares; 2025Q2: 71,087 shares; 2025Q3: 67,959 shares 67,959 $12.1M 0.03% -3,128 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: 610,198 shares; 2024Q4: 656,747 shares; 2025Q1: 624,054 shares; 2025Q2: 636,755 shares; 2025Q3: 1,320,426 shares 1,320,426 $12M 0.03% +683,671 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,693 shares; 2024Q4: 49,696 shares; 2025Q1: 40,357 shares; 2025Q2: 56,222 shares; 2025Q3: 118,524 shares 118,524 $11.9M 0.03% +62,302 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,632 shares; 2024Q4: 210,021 shares; 2025Q1: 251,832 shares; 2025Q2: 238,161 shares; 2025Q3: 251,725 shares 251,725 $11.9M 0.03% +13,564 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,322 shares; 2024Q4: 65,896 shares; 2025Q1: 175,419 shares; 2025Q2: 333,737 shares; 2025Q3: 346,801 shares 346,801 $11.9M 0.03% +13,064 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: 102,736 shares; 2024Q4: 103,548 shares; 2025Q1: 99,890 shares; 2025Q2: 89,612 shares; 2025Q3: 85,434 shares 85,434 $11.9M 0.03% -4,178 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,730 shares; 2024Q4: 695,703 shares; 2025Q1: 615,961 shares; 2025Q2: 299,515 shares; 2025Q3: 300,006 shares 300,006 $11.9M 0.03% +491 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: 2,830 shares; 2024Q4: 2,845 shares; 2025Q1: 35,312 shares; 2025Q2: 83,701 shares; 2025Q3: 68,038 shares 68,038 $11.9M 0.03% -15,663 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: not reported; 2025Q1: 2,654 shares; 2025Q2: 135,511 shares; 2025Q3: 139,287 shares 139,287 $11.8M 0.03% +3,776 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,834 shares; 2024Q4: 37,190 shares; 2025Q1: 38,806 shares; 2025Q2: 38,369 shares; 2025Q3: 39,695 shares 39,695 $11.8M 0.03% +1,326 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: 75,630 shares; 2024Q4: 73,865 shares; 2025Q1: 72,466 shares; 2025Q2: 69,913 shares; 2025Q3: 69,051 shares 69,051 $11.8M 0.03% -862 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 24,825 shares; 2025Q1: 75,422 shares; 2025Q2: 95,137 shares; 2025Q3: 82,003 shares 82,003 $11.7M 0.03% -13,134 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,622 shares; 2024Q4: 141,182 shares; 2025Q1: 106,835 shares; 2025Q2: 88,488 shares; 2025Q3: 84,770 shares 84,770 $11.7M 0.03% -3,718 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: 84,678 shares; 2024Q4: 87,163 shares; 2025Q1: 86,770 shares; 2025Q2: 83,305 shares; 2025Q3: 84,617 shares 84,617 $11.7M 0.03% +1,312 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826,548 shares; 2024Q4: 1,538,206 shares; 2025Q1: 1,465,467 shares; 2025Q2: 1,352,353 shares; 2025Q3: 717,041 shares 717,041 $11.6M 0.03% -635,312 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,156 shares; 2024Q4: 39,760 shares; 2025Q1: 36,952 shares; 2025Q2: 44,162 shares; 2025Q3: 35,964 shares 35,964 $11.6M 0.03% -8,198 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: 319,278 shares; 2024Q4: 293,610 shares; 2025Q1: 265,227 shares; 2025Q2: 120,869 shares; 2025Q3: 123,865 shares 123,865 $11.6M 0.03% +2,996 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 35,362 shares; 2025Q1: 36,736 shares; 2025Q2: 25,883 shares; 2025Q3: 27,299 shares 27,299 $11.6M 0.03% +1,416 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: 127,993 shares; 2024Q4: 134,107 shares; 2025Q1: 137,451 shares; 2025Q2: 147,615 shares; 2025Q3: 143,622 shares 143,622 $11.6M 0.03% -3,993 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,780 shares; 2024Q4: 315,156 shares; 2025Q1: 330,521 shares; 2025Q2: 323,933 shares; 2025Q3: 341,059 shares 341,059 $11.6M 0.03% +17,126 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,097 shares; 2024Q4: 138,024 shares; 2025Q1: 105,067 shares; 2025Q2: 138,308 shares; 2025Q3: 85,813 shares 85,813 $11.6M 0.03% -52,495 Timeline IBDU 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: 321,808 shares; 2024Q4: 392,459 shares; 2025Q1: 439,247 shares; 2025Q2: 452,932 shares; 2025Q3: 491,795 shares 491,795 $11.5M 0.03% +38,863 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: 170,247 shares; 2024Q4: 130,085 shares; 2025Q1: 140,764 shares; 2025Q2: 154,890 shares; 2025Q3: 165,381 shares 165,381 $11.5M 0.03% +10,491 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,701 shares; 2024Q4: 64,160 shares; 2025Q1: 59,976 shares; 2025Q2: 242,649 shares; 2025Q3: 240,962 shares 240,962 $11.5M 0.03% -1,687 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: 503,682 shares; 2024Q4: 369,269 shares; 2025Q1: 554,218 shares; 2025Q2: 455,798 shares; 2025Q3: 396,900 shares 396,900 $11.5M 0.03% -58,898 Timeline SPYM 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: 251,501 shares; 2024Q4: 170,744 shares; 2025Q1: 155,085 shares; 2025Q2: 149,079 shares; 2025Q3: 145,757 shares 145,757 $11.4M 0.03% -3,322 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: 36,496 shares; 2024Q4: 33,161 shares; 2025Q1: 34,617 shares; 2025Q2: 34,315 shares; 2025Q3: 69,245 shares 69,245 $11.4M 0.03% +34,930 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,923 shares; 2024Q4: 48,093 shares; 2025Q1: 129,081 shares; 2025Q2: 131,634 shares; 2025Q3: 155,085 shares 155,085 $11.4M 0.03% +23,451 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: 168,087 shares; 2024Q4: 168,384 shares; 2025Q1: 157,810 shares; 2025Q2: 93,450 shares; 2025Q3: 79,260 shares 79,260 $11.3M 0.03% -14,190 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: 32,893 shares; 2024Q4: 33,248 shares; 2025Q1: 33,156 shares; 2025Q2: 35,043 shares; 2025Q3: 35,130 shares 35,130 $11.3M 0.03% +87 Timeline PAPR 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: 242,162 shares; 2025Q1: 260,087 shares; 2025Q2: 285,379 shares; 2025Q3: 295,516 shares 295,516 $11.3M 0.03% +10,137 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,436 shares; 2024Q4: not reported; 2025Q1: 76,508 shares; 2025Q2: 76,182 shares; 2025Q3: 76,893 shares 76,893 $11.3M 0.03% +711 Timeline POCT 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: 171,897 shares; 2024Q4: 208,738 shares; 2025Q1: 226,516 shares; 2025Q2: 243,947 shares; 2025Q3: 262,416 shares 262,416 $11.3M 0.03% +18,469 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 21,064 shares; 2025Q1: 110,396 shares; 2025Q2: 118,787 shares; 2025Q3: 138,184 shares 138,184 $11.3M 0.03% +19,397 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,967 shares; 2024Q4: 96,692 shares; 2025Q1: 98,108 shares; 2025Q2: 97,315 shares; 2025Q3: 95,417 shares 95,417 $11.2M 0.03% -1,898 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,125 shares; 2024Q4: 91,158 shares; 2025Q1: 255,348 shares; 2025Q2: 239,293 shares; 2025Q3: 276,800 shares 276,800 $11.2M 0.03% +37,507 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,635 shares; 2024Q4: 86,584 shares; 2025Q1: 79,001 shares; 2025Q2: 58,019 shares; 2025Q3: 53,603 shares 53,603 $11.2M 0.03% -4,416 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242,876 shares; 2025Q1: 260,672 shares; 2025Q2: 266,687 shares; 2025Q3: 276,450 shares 276,450 $11.2M 0.03% +9,763 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,002 shares; 2024Q4: 348,595 shares; 2025Q1: 339,358 shares; 2025Q2: 246,800 shares; 2025Q3: 239,827 shares 239,827 $11.2M 0.03% -6,973 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,371 shares; 2024Q4: 17,817 shares; 2025Q1: 17,568 shares; 2025Q2: 19,161 shares; 2025Q3: 19,065 shares 19,065 $11.2M 0.03% -96 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,365 shares 108,365 $11.1M 0.03% new 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: 187,696 shares; 2024Q4: 190,362 shares; 2025Q1: 157,541 shares; 2025Q2: 145,349 shares; 2025Q3: 152,182 shares 152,182 $11.1M 0.03% +6,833 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,143 shares; 2024Q4: 58,221 shares; 2025Q1: 52,064 shares; 2025Q2: 40,585 shares; 2025Q3: 37,262 shares 37,262 $11.1M 0.03% -3,323 Timeline GJAN 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: 18,904 shares; 2024Q4: 18,786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,913 shares 265,913 $11.1M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,512 shares; 2025Q3: 148,670 shares 148,670 $11.1M 0.03% -2,842 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: 171,736 shares; 2024Q4: 185,590 shares; 2025Q1: 180,795 shares; 2025Q2: 131,088 shares; 2025Q3: 129,695 shares 129,695 $11M 0.03% -1,393 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,427 shares; 2024Q4: 128,060 shares; 2025Q1: 119,533 shares; 2025Q2: 115,542 shares; 2025Q3: 121,383 shares 121,383 $11M 0.03% +5,841 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,939 shares; 2024Q4: 352,996 shares; 2025Q1: 336,646 shares; 2025Q2: 340,462 shares; 2025Q3: 330,984 shares 330,984 $11M 0.03% -9,478 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: 1,080,242 shares; 2024Q4: 1,069,307 shares; 2025Q1: 1,205,849 shares; 2025Q2: 1,270,245 shares; 2025Q3: 1,339,405 shares 1,339,405 $11M 0.03% +69,160 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: 31,664 shares; 2024Q4: 35,341 shares; 2025Q1: 34,586 shares; 2025Q2: 35,943 shares; 2025Q3: 37,931 shares 37,931 $10.9M 0.03% +1,988 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: 124,280 shares; 2024Q4: 105,508 shares; 2025Q1: 110,547 shares; 2025Q2: 103,839 shares; 2025Q3: 100,393 shares 100,393 $10.9M 0.03% -3,446 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: 36,698 shares; 2024Q4: 35,614 shares; 2025Q1: 34,860 shares; 2025Q2: 42,678 shares; 2025Q3: 44,226 shares 44,226 $10.9M 0.03% +1,548 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: not reported; 2025Q3: 332,222 shares 332,222 $10.9M 0.03% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,706 shares; 2024Q4: 116,083 shares; 2025Q1: 124,855 shares; 2025Q2: 121,052 shares; 2025Q3: 107,316 shares 107,316 $10.9M 0.03% -13,736 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,846 shares; 2024Q4: 140,795 shares; 2025Q1: 185,207 shares; 2025Q2: 214,653 shares; 2025Q3: 214,074 shares 214,074 $10.9M 0.03% -579 Timeline IBTM 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: 468,687 shares 468,687 $10.8M 0.03% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,147 shares; 2024Q4: 211,109 shares; 2025Q1: 203,883 shares; 2025Q2: 194,800 shares; 2025Q3: 184,501 shares 184,501 $10.8M 0.03% -10,299 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,537 shares; 2024Q4: 143,542 shares; 2025Q1: 138,397 shares; 2025Q2: 159,309 shares; 2025Q3: 160,630 shares 160,630 $10.8M 0.03% +1,321 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: 239,082 shares; 2024Q4: 248,336 shares; 2025Q1: 529,363 shares; 2025Q2: 589,776 shares; 2025Q3: 647,501 shares 647,501 $10.8M 0.03% +57,725 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,245 shares; 2024Q4: 117,775 shares; 2025Q1: 111,518 shares; 2025Q2: 97,241 shares; 2025Q3: 81,448 shares 81,448 $10.8M 0.03% -15,793 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 15,890 shares; 2025Q1: 10,833 shares; 2025Q2: 391,176 shares; 2025Q3: 378,426 shares 378,426 $10.7M 0.03% -12,750 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,282 shares; 2025Q1: 104,104 shares; 2025Q2: 101,169 shares; 2025Q3: 87,554 shares 87,554 $10.7M 0.03% -13,615 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: 255,336 shares; 2024Q4: 299,503 shares; 2025Q1: 227,406 shares; 2025Q2: 221,383 shares; 2025Q3: 215,506 shares 215,506 $10.7M 0.03% -5,877 Timeline OMFL 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: 294,304 shares; 2024Q4: 295,456 shares; 2025Q1: 303,484 shares; 2025Q2: 146,299 shares; 2025Q3: 177,338 shares 177,338 $10.7M 0.03% +31,039 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: 99,962 shares; 2024Q4: 111,137 shares; 2025Q1: 180,335 shares; 2025Q2: 177,400 shares; 2025Q3: 179,498 shares 179,498 $10.7M 0.03% +2,098 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,771 shares; 2024Q4: 138,810 shares; 2025Q1: 146,586 shares; 2025Q2: 110,896 shares; 2025Q3: 112,407 shares 112,407 $10.6M 0.03% +1,511 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,005 shares; 2024Q4: 27,024 shares; 2025Q1: 27,905 shares; 2025Q2: 28,461 shares; 2025Q3: 32,848 shares 32,848 $10.6M 0.03% +4,387 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,432 shares; 2024Q4: 397,623 shares; 2025Q1: 363,313 shares; 2025Q2: 226,221 shares; 2025Q3: 234,671 shares 234,671 $10.6M 0.03% +8,450 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: 237,850 shares; 2024Q4: 238,418 shares; 2025Q1: 224,109 shares; 2025Q2: 214,821 shares; 2025Q3: 208,666 shares 208,666 $10.5M 0.02% -6,155 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,764 shares; 2024Q4: 87,418 shares; 2025Q1: 88,073 shares; 2025Q2: 111,905 shares; 2025Q3: 144,725 shares 144,725 $10.5M 0.02% +32,820 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,031 shares; 2024Q4: 239,611 shares; 2025Q1: 266,311 shares; 2025Q2: 282,852 shares; 2025Q3: 851,096 shares 851,096 $10.5M 0.02% +568,244 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,630 shares; 2024Q4: 109,680 shares; 2025Q1: 123,450 shares; 2025Q2: 115,850 shares; 2025Q3: 103,086 shares 103,086 $10.4M 0.02% -12,764 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: 34,093 shares; 2024Q4: 43,877 shares; 2025Q1: 48,538 shares; 2025Q2: 36,202 shares; 2025Q3: 46,307 shares 46,307 $10.4M 0.02% +10,105 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,711 shares; 2024Q4: 266,143 shares; 2025Q1: 288,508 shares; 2025Q2: 289,477 shares; 2025Q3: 295,108 shares 295,108 $10.4M 0.02% +5,631 Timeline SHY 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: 100,109 shares; 2024Q4: 131,395 shares; 2025Q1: 149,460 shares; 2025Q2: 142,485 shares; 2025Q3: 125,197 shares 125,197 $10.4M 0.02% -17,288 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,937 shares; 2024Q4: 280,842 shares; 2025Q1: 263,828 shares; 2025Q2: 175,969 shares; 2025Q3: 173,735 shares 173,735 $10.4M 0.02% -2,234 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: 562,129 shares; 2024Q4: 152,361 shares; 2025Q1: 161,395 shares; 2025Q2: 221,156 shares; 2025Q3: 182,848 shares 182,848 $10.4M 0.02% -38,308 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: 134,025 shares; 2024Q4: 134,079 shares; 2025Q1: 222,408 shares; 2025Q2: 222,047 shares; 2025Q3: 222,738 shares 222,738 $10.3M 0.02% +691 Timeline XMHQ 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: 106,811 shares; 2024Q4: 115,745 shares; 2025Q1: 107,579 shares; 2025Q2: 107,376 shares; 2025Q3: 98,376 shares 98,376 $10.3M 0.02% -9,000 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,842 shares; 2024Q4: 159,195 shares; 2025Q1: 160,794 shares; 2025Q2: 159,096 shares; 2025Q3: 153,928 shares 153,928 $10.3M 0.02% -5,168 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 2,615 shares; 2025Q1: 2,299 shares; 2025Q2: 44,193 shares; 2025Q3: 44,269 shares 44,269 $10.3M 0.02% +76 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832,748 shares; 2024Q4: 740,319 shares; 2025Q1: 725,930 shares; 2025Q2: 638,103 shares; 2025Q3: 633,626 shares 633,626 $10.3M 0.02% -4,477 Timeline PJAN 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: 176,981 shares; 2024Q4: 189,185 shares; 2025Q1: 208,068 shares; 2025Q2: 223,936 shares; 2025Q3: 223,915 shares 223,915 $10.3M 0.02% -21 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 410,782 shares; 2025Q1: 460,217 shares; 2025Q2: 440,255 shares; 2025Q3: 438,130 shares 438,130 $10.2M 0.02% -2,125 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301,739 shares; 2025Q3: 301,884 shares 301,884 $10.2M 0.02% +145 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,061 shares; 2024Q4: 155,021 shares; 2025Q1: 166,993 shares; 2025Q2: 162,866 shares; 2025Q3: 170,870 shares 170,870 $10.2M 0.02% +8,004 TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,962 shares; 2024Q4: 48,289 shares; 2025Q1: 44,958 shares; 2025Q2: 40,178 shares; 2025Q3: 60,629 shares 60,629 $10.2M 0.02% +20,451 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,900 shares; 2024Q4: 547,524 shares; 2025Q1: 552,147 shares; 2025Q2: 621,778 shares; 2025Q3: 596,802 shares 596,802 $10.2M 0.02% -24,976 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: 159,133 shares; 2024Q4: 144,602 shares; 2025Q1: 142,235 shares; 2025Q2: 136,473 shares; 2025Q3: 129,690 shares 129,690 $10.1M 0.02% -6,783 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: 205,066 shares; 2024Q4: 224,138 shares; 2025Q1: 249,117 shares; 2025Q2: 220,793 shares; 2025Q3: 226,557 shares 226,557 $10.1M 0.02% +5,764 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,950 shares; 2024Q4: 29,068 shares; 2025Q1: 29,825 shares; 2025Q2: 171,005 shares; 2025Q3: 166,075 shares 166,075 $10.1M 0.02% -4,930 Timeline VIOO 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: 75,698 shares; 2024Q4: 76,979 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,220 shares 91,220 $10.1M 0.02% new 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: 596,952 shares; 2024Q4: 590,893 shares; 2025Q1: 588,604 shares; 2025Q2: 583,661 shares; 2025Q3: 582,885 shares 582,885 $10.1M 0.02% -776 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,804 shares; 2024Q4: 162,551 shares; 2025Q1: 177,531 shares; 2025Q2: 101,586 shares; 2025Q3: 119,292 shares 119,292 $10.1M 0.02% +17,706 Timeline VDC 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: 72,251 shares; 2024Q4: 54,741 shares; 2025Q1: 56,437 shares; 2025Q2: 45,874 shares; 2025Q3: 46,879 shares 46,879 $10M 0.02% +1,005 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,854 shares; 2024Q4: 206,209 shares; 2025Q1: 207,776 shares; 2025Q2: 201,749 shares; 2025Q3: 205,216 shares 205,216 $9.88M 0.02% +3,467 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,496 shares; 2024Q4: 33,219 shares; 2025Q1: 32,444 shares; 2025Q2: 32,307 shares; 2025Q3: 34,392 shares 34,392 $9.87M 0.02% +2,085 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,968 shares; 2024Q4: 23,856 shares; 2025Q1: 19,123 shares; 2025Q2: 18,440 shares; 2025Q3: 17,971 shares 17,971 $9.83M 0.02% -469 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: 20,859 shares; 2024Q4: 43,997 shares; 2025Q1: 37,704 shares; 2025Q2: 39,124 shares; 2025Q3: 80,692 shares 80,692 $9.77M 0.02% +41,568 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,765 shares; 2024Q4: 74,254 shares; 2025Q1: 60,723 shares; 2025Q2: 90,007 shares; 2025Q3: 91,444 shares 91,444 $9.76M 0.02% +1,437 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,140 shares; 2025Q1: 123,461 shares; 2025Q2: 118,332 shares; 2025Q3: 193,711 shares 193,711 $9.75M 0.02% +75,379 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,267 shares; 2024Q4: 118,275 shares; 2025Q1: 121,999 shares; 2025Q2: 124,487 shares; 2025Q3: 125,215 shares 125,215 $9.72M 0.02% +728 Timeline WHD CACTUS INC More: the full row for CACTUS 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: 257,835 shares; 2025Q3: 245,911 shares 245,911 $9.71M 0.02% -11,924 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,658 shares; 2024Q4: 28,837 shares; 2025Q1: 30,000 shares; 2025Q2: 32,980 shares; 2025Q3: 35,739 shares 35,739 $9.69M 0.02% +2,759 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: 145,838 shares; 2024Q4: 149,254 shares; 2025Q1: 148,226 shares; 2025Q2: 147,833 shares; 2025Q3: 142,700 shares 142,700 $9.64M 0.02% -5,133 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: 7,210 shares; 2024Q4: 7,077 shares; 2025Q1: 5,329 shares; 2025Q2: 18,920 shares; 2025Q3: 17,030 shares 17,030 $9.63M 0.02% -1,890 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,568 shares; 2024Q4: 55,767 shares; 2025Q1: 56,405 shares; 2025Q2: 53,041 shares; 2025Q3: 55,055 shares 55,055 $9.57M 0.02% +2,014 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,983 shares; 2025Q1: 70,520 shares; 2025Q2: 68,583 shares; 2025Q3: 67,073 shares 67,073 $9.55M 0.02% -1,510 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,602 shares; 2024Q4: 53,549 shares; 2025Q1: 53,596 shares; 2025Q2: 49,454 shares; 2025Q3: 50,689 shares 50,689 $9.53M 0.02% +1,235 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,596 shares; 2024Q4: 169,583 shares; 2025Q1: 229,360 shares; 2025Q2: 1,180,426 shares; 2025Q3: 1,190,054 shares 1,190,054 $9.51M 0.02% +9,628 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,711 shares; 2024Q4: 63,491 shares; 2025Q1: 56,172 shares; 2025Q2: 47,681 shares; 2025Q3: 53,345 shares 53,345 $9.49M 0.02% +5,664 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,347 shares; 2024Q4: 93,409 shares; 2025Q1: 112,508 shares; 2025Q2: 114,563 shares; 2025Q3: 116,981 shares 116,981 $9.48M 0.02% +2,418 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: 36,979 shares; 2024Q4: 39,048 shares; 2025Q1: 38,047 shares; 2025Q2: 36,525 shares; 2025Q3: 36,792 shares 36,792 $9.44M 0.02% +267 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: 12,087 shares; 2024Q4: 23,497 shares; 2025Q1: 15,001 shares; 2025Q2: 11,950 shares; 2025Q3: 68,049 shares 68,049 $9.41M 0.02% +56,099 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: 186,165 shares; 2024Q4: 202,817 shares; 2025Q1: 217,266 shares; 2025Q2: 205,172 shares; 2025Q3: 360,308 shares 360,308 $9.39M 0.02% +155,136 Timeline MOAT 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: 245,575 shares; 2024Q4: 254,560 shares; 2025Q1: 102,700 shares; 2025Q2: 105,441 shares; 2025Q3: 94,429 shares 94,429 $9.36M 0.02% -11,012 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,013 shares; 2024Q4: 92,363 shares; 2025Q1: 90,930 shares; 2025Q2: 90,708 shares; 2025Q3: 91,549 shares 91,549 $9.33M 0.02% +841 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,897 shares; 2024Q4: 850,563 shares; 2025Q1: 889,394 shares; 2025Q2: 901,775 shares; 2025Q3: 1,039,739 shares 1,039,739 $9.33M 0.02% +137,964 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,418 shares; 2024Q4: 50,551 shares; 2025Q1: 100,537 shares; 2025Q2: 107,362 shares; 2025Q3: 162,077 shares 162,077 $9.32M 0.02% +54,715 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,752 shares; 2024Q4: 391,257 shares; 2025Q1: 386,763 shares; 2025Q2: 300,116 shares; 2025Q3: 312,206 shares 312,206 $9.25M 0.02% +12,090 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,099 shares; 2024Q4: 107,102 shares; 2025Q1: 107,375 shares; 2025Q2: 121,329 shares; 2025Q3: 122,839 shares 122,839 $9.23M 0.02% +1,510 Timeline IBDV 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: 327,867 shares; 2024Q4: 353,581 shares; 2025Q1: 366,024 shares; 2025Q2: 385,325 shares; 2025Q3: 416,868 shares 416,868 $9.23M 0.02% +31,543 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,232 shares; 2024Q4: 30,759 shares; 2025Q1: 27,764 shares; 2025Q2: 44,113 shares; 2025Q3: 48,629 shares 48,629 $9.21M 0.02% +4,516 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,286 shares; 2024Q4: 70,983 shares; 2025Q1: 81,027 shares; 2025Q2: 78,219 shares; 2025Q3: 80,319 shares 80,319 $9.2M 0.02% +2,100 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 7,630 shares; 2025Q1: 7,533 shares; 2025Q2: 61,065 shares; 2025Q3: 59,204 shares 59,204 $9.2M 0.02% -1,861 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,582 shares; 2024Q4: 76,194 shares; 2025Q1: 40,255 shares; 2025Q2: 231,390 shares; 2025Q3: 211,243 shares 211,243 $9.15M 0.02% -20,147 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,956 shares; 2024Q4: 124,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,190 shares 254,190 $9.13M 0.02% new 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: 611,042 shares; 2024Q4: 645,118 shares; 2025Q1: 541,845 shares; 2025Q2: 571,517 shares; 2025Q3: 1,106,638 shares 1,106,638 $9.07M 0.02% +535,121 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956,900 shares; 2024Q4: 920,511 shares; 2025Q1: 685,076 shares; 2025Q2: 473,014 shares; 2025Q3: 437,759 shares 437,759 $9.06M 0.02% -35,255 SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,766 shares; 2024Q4: not reported; 2025Q1: 84,713 shares; 2025Q2: 88,931 shares; 2025Q3: 89,740 shares 89,740 $9.04M 0.02% +809 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 7,083 shares; 2025Q1: 8,101 shares; 2025Q2: 25,885 shares; 2025Q3: 38,384 shares 38,384 $9.02M 0.02% +12,499 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,997 shares; 2024Q4: 194,215 shares; 2025Q1: 189,827 shares; 2025Q2: 185,539 shares; 2025Q3: 174,662 shares 174,662 $8.99M 0.02% -10,877 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,896 shares; 2024Q4: 36,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,441 shares 33,441 $8.95M 0.02% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,744 shares; 2024Q4: 65,381 shares; 2025Q1: 84,611 shares; 2025Q2: 87,086 shares; 2025Q3: 92,341 shares 92,341 $8.93M 0.02% +5,255 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,122 shares; 2024Q4: 62,679 shares; 2025Q1: 54,654 shares; 2025Q2: 50,869 shares; 2025Q3: 69,202 shares 69,202 $8.89M 0.02% +18,333 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: 264,567 shares; 2024Q4: 195,184 shares; 2025Q1: 154,418 shares; 2025Q2: 156,117 shares; 2025Q3: 159,928 shares 159,928 $8.87M 0.02% +3,811 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: 18,936 shares; 2024Q4: 23,066 shares; 2025Q1: 28,042 shares; 2025Q2: 12,590 shares; 2025Q3: 15,766 shares 15,766 $8.87M 0.02% +3,176 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: 337,146 shares; 2024Q4: 354,593 shares; 2025Q1: 366,578 shares; 2025Q2: 386,395 shares; 2025Q3: 417,673 shares 417,673 $8.86M 0.02% +31,278 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,523 shares; 2024Q4: 235,986 shares; 2025Q1: 302,120 shares; 2025Q2: 342,885 shares; 2025Q3: 378,018 shares 378,018 $8.83M 0.02% +35,133 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: 272,519 shares; 2024Q4: 287,576 shares; 2025Q1: 298,906 shares; 2025Q2: 317,816 shares; 2025Q3: 344,580 shares 344,580 $8.83M 0.02% +26,764 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,783 shares; 2024Q4: 442,197 shares; 2025Q1: 327,603 shares; 2025Q2: 329,652 shares; 2025Q3: 341,837 shares 341,837 $8.82M 0.02% +12,185 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,857 shares; 2024Q4: 603,672 shares; 2025Q1: 295,832 shares; 2025Q2: 204,174 shares; 2025Q3: 198,092 shares 198,092 $8.8M 0.02% -6,082 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: 14,283 shares; 2024Q4: 241,036 shares; 2025Q1: 282,148 shares; 2025Q2: 304,136 shares; 2025Q3: 333,902 shares 333,902 $8.76M 0.02% +29,766 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,021 shares; 2024Q4: 138,158 shares; 2025Q1: 111,727 shares; 2025Q2: 111,385 shares; 2025Q3: 99,580 shares 99,580 $8.73M 0.02% -11,805 Timeline BSCS 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: 553,762 shares; 2024Q4: 543,738 shares; 2025Q1: 464,000 shares; 2025Q2: 408,850 shares; 2025Q3: 423,434 shares 423,434 $8.71M 0.02% +14,584 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: 214,817 shares; 2024Q4: 174,963 shares; 2025Q1: 315,143 shares; 2025Q2: 338,047 shares; 2025Q3: 320,885 shares 320,885 $8.69M 0.02% -17,162 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,709 shares; 2024Q4: 102,131 shares; 2025Q1: 107,730 shares; 2025Q2: 103,869 shares; 2025Q3: 226,631 shares 226,631 $8.66M 0.02% +122,762 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: 262,206 shares; 2024Q4: 257,630 shares; 2025Q1: 240,263 shares; 2025Q2: 236,916 shares; 2025Q3: 209,765 shares 209,765 $8.63M 0.02% -27,151 Timeline IGF 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: 170,861 shares; 2024Q4: 160,718 shares; 2025Q1: 148,733 shares; 2025Q2: 146,371 shares; 2025Q3: 141,018 shares 141,018 $8.62M 0.02% -5,353 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: 90,932 shares; 2024Q4: 91,614 shares; 2025Q1: 107,332 shares; 2025Q2: 106,860 shares; 2025Q3: 155,539 shares 155,539 $8.6M 0.02% +48,679 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: 32,512 shares; 2024Q4: 169,159 shares; 2025Q1: 167,110 shares; 2025Q2: 156,804 shares; 2025Q3: 150,914 shares 150,914 $8.58M 0.02% -5,890 Timeline BSCU 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: 760,213 shares; 2024Q4: 726,280 shares; 2025Q1: 588,595 shares; 2025Q2: 507,039 shares; 2025Q3: 505,776 shares 505,776 $8.55M 0.02% -1,263 Timeline BBSC 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: 88,585 shares; 2024Q4: 108,798 shares; 2025Q1: 120,676 shares; 2025Q2: 122,687 shares; 2025Q3: 114,904 shares 114,904 $8.52M 0.02% -7,783 Timeline FBCG 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: 168,108 shares; 2024Q4: 175,449 shares; 2025Q1: 160,928 shares; 2025Q2: 158,537 shares; 2025Q3: 158,506 shares 158,506 $8.51M 0.02% -31 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: 14,361 shares; 2024Q4: 30,727 shares; 2025Q1: 42,280 shares; 2025Q2: 43,963 shares; 2025Q3: 55,840 shares 55,840 $8.44M 0.02% +11,877 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: 51,307 shares; 2024Q4: 48,494 shares; 2025Q1: 56,108 shares; 2025Q2: 56,009 shares; 2025Q3: 62,654 shares 62,654 $8.42M 0.02% +6,645 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,513 shares; 2024Q4: 85,265 shares; 2025Q1: 84,340 shares; 2025Q2: 86,635 shares; 2025Q3: 88,629 shares 88,629 $8.4M 0.02% +1,994 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,213 shares; 2024Q4: 37,485 shares; 2025Q1: 21,811 shares; 2025Q2: 16,022 shares; 2025Q3: 39,127 shares 39,127 $8.36M 0.02% +23,105 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: 918,048 shares; 2024Q4: 1,013,472 shares; 2025Q1: 1,178,002 shares; 2025Q2: 1,201,819 shares; 2025Q3: 1,316,829 shares 1,316,829 $8.35M 0.02% +115,010 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: 66,822 shares; 2024Q4: 74,268 shares; 2025Q1: 71,154 shares; 2025Q2: 72,459 shares; 2025Q3: 71,803 shares 71,803 $8.33M 0.02% -656 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,209 shares; 2024Q4: 201,515 shares; 2025Q1: 194,046 shares; 2025Q2: 186,312 shares; 2025Q3: 175,583 shares 175,583 $8.26M 0.02% -10,729 Timeline FTCB 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: 280,289 shares; 2025Q2: 356,047 shares; 2025Q3: 385,812 shares 385,812 $8.22M 0.02% +29,765 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,453 shares; 2024Q4: 62,413 shares; 2025Q1: 62,704 shares; 2025Q2: 99,200 shares; 2025Q3: 162,013 shares 162,013 $8.2M 0.02% +62,813 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,311 shares; 2024Q4: 293,322 shares; 2025Q1: 300,144 shares; 2025Q2: 315,760 shares; 2025Q3: 331,048 shares 331,048 $8.18M 0.02% +15,288 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,994 shares; 2024Q4: 47,422 shares; 2025Q1: 47,051 shares; 2025Q2: 48,132 shares; 2025Q3: 49,148 shares 49,148 $8.17M 0.02% +1,016 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,706 shares; 2024Q4: 250,259 shares; 2025Q1: 246,750 shares; 2025Q2: 249,305 shares; 2025Q3: 236,641 shares 236,641 $8.15M 0.02% -12,664 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,286 shares; 2024Q4: 9,422 shares; 2025Q1: 47,566 shares; 2025Q2: 65,996 shares; 2025Q3: 63,458 shares 63,458 $8.14M 0.02% -2,538 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: 4,964 shares; 2024Q4: 4,800 shares; 2025Q1: 4,502 shares; 2025Q2: 4,445 shares; 2025Q3: 4,256 shares 4,256 $8.13M 0.02% -189 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,320 shares; 2024Q4: 330,362 shares; 2025Q1: 328,058 shares; 2025Q2: 343,707 shares; 2025Q3: 410,879 shares 410,879 $8.13M 0.02% +67,172 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: 44,020 shares; 2024Q4: 42,373 shares; 2025Q1: 43,777 shares; 2025Q2: 52,561 shares; 2025Q3: 64,547 shares 64,547 $8.13M 0.02% +11,986 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: 154,009 shares; 2024Q4: 160,632 shares; 2025Q1: 168,094 shares; 2025Q2: 163,751 shares; 2025Q3: 163,193 shares 163,193 $8.07M 0.02% -558 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: 46,307 shares; 2024Q4: 118,064 shares; 2025Q1: 141,195 shares; 2025Q2: 159,024 shares; 2025Q3: 142,502 shares 142,502 $8.04M 0.02% -16,522 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,197 shares; 2024Q4: 153,738 shares; 2025Q1: 153,098 shares; 2025Q2: 187,989 shares; 2025Q3: 397,818 shares 397,818 $8.04M 0.02% +209,829 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,129 shares; 2024Q4: 373,493 shares; 2025Q1: 364,368 shares; 2025Q2: 169,343 shares; 2025Q3: 180,192 shares 180,192 $8.03M 0.02% +10,849 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: 67,116 shares; 2024Q4: 76,483 shares; 2025Q1: 72,099 shares; 2025Q2: 84,148 shares; 2025Q3: 89,274 shares 89,274 $8M 0.02% +5,126 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: 102,157 shares; 2024Q4: 114,957 shares; 2025Q1: 120,705 shares; 2025Q2: 118,637 shares; 2025Q3: 117,964 shares 117,964 $7.98M 0.02% -673 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,536 shares; 2024Q4: 36,361 shares; 2025Q1: 46,282 shares; 2025Q2: 37,254 shares; 2025Q3: 36,599 shares 36,599 $7.98M 0.02% -655 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: 261,421 shares; 2024Q4: 251,615 shares; 2025Q1: 239,365 shares; 2025Q2: 217,841 shares; 2025Q3: 232,032 shares 232,032 $7.97M 0.02% +14,191 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,970 shares; 2024Q4: 93,890 shares; 2025Q1: 101,140 shares; 2025Q2: 101,868 shares; 2025Q3: 87,200 shares 87,200 $7.97M 0.02% -14,668 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,469 shares; 2024Q4: 48,892 shares; 2025Q1: 48,876 shares; 2025Q2: 53,714 shares; 2025Q3: 56,360 shares 56,360 $7.97M 0.02% +2,646 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: 123,724 shares; 2024Q4: 130,288 shares; 2025Q1: 139,868 shares; 2025Q2: 163,152 shares; 2025Q3: 178,039 shares 178,039 $7.83M 0.02% +14,887 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: not reported; 2025Q1: 19,120 shares; 2025Q2: 19,321 shares; 2025Q3: 24,542 shares 24,542 $7.83M 0.02% +5,221 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,989 shares; 2024Q4: 37,466 shares; 2025Q1: 58,474 shares; 2025Q2: 57,307 shares; 2025Q3: 54,520 shares 54,520 $7.83M 0.02% -2,787 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,416 shares; 2024Q4: 285,161 shares; 2025Q1: 293,971 shares; 2025Q2: 451,388 shares; 2025Q3: 373,505 shares 373,505 $7.82M 0.02% -77,883 Timeline QQQH 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: 143,690 shares 143,690 $7.82M 0.02% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,666 shares; 2024Q4: 59,499 shares; 2025Q1: 61,134 shares; 2025Q2: 100,968 shares; 2025Q3: 100,998 shares 100,998 $7.78M 0.02% +30 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,242 shares 19,242 $7.78M 0.02% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,522 shares; 2024Q4: 153,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,423 shares 135,423 $7.7M 0.02% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,052 shares; 2025Q1: 1,078 shares; 2025Q2: 967 shares; 2025Q3: 956 shares 956 $7.68M 0.02% -11 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,597 shares; 2024Q4: 163,326 shares; 2025Q1: 120,676 shares; 2025Q2: 122,614 shares; 2025Q3: 143,725 shares 143,725 $7.67M 0.02% +21,111 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,326 shares; 2025Q1: 23,684 shares; 2025Q2: 23,918 shares; 2025Q3: 24,686 shares 24,686 $7.66M 0.02% +768 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: 12,195 shares; 2025Q1: 209,218 shares; 2025Q2: 221,896 shares; 2025Q3: 215,752 shares 215,752 $7.61M 0.02% -6,144 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,218 shares; 2024Q4: 91,767 shares; 2025Q1: 73,488 shares; 2025Q2: 75,284 shares; 2025Q3: 90,504 shares 90,504 $7.59M 0.02% +15,220 Timeline FXH 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: 79,721 shares; 2025Q1: 75,383 shares; 2025Q2: 74,527 shares; 2025Q3: 69,180 shares 69,180 $7.59M 0.02% -5,347 Timeline PFFV 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: 20,906 shares; 2024Q4: 83,317 shares; 2025Q1: 175,850 shares; 2025Q2: 272,685 shares; 2025Q3: 328,052 shares 328,052 $7.58M 0.02% +55,367 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: 78,309 shares; 2024Q4: 75,550 shares; 2025Q1: 71,683 shares; 2025Q2: 77,071 shares; 2025Q3: 73,173 shares 73,173 $7.58M 0.02% -3,898 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 33,124 shares; 2025Q3: 266,278 shares 266,278 $7.56M 0.02% +233,154 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,587 shares; 2024Q4: 205,662 shares; 2025Q1: 260,511 shares; 2025Q2: 302,181 shares; 2025Q3: 328,967 shares 328,967 $7.55M 0.02% +26,786 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,445 shares; 2025Q3: 64,586 shares 64,586 $7.54M 0.02% +141 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: 221,970 shares; 2024Q4: 208,553 shares; 2025Q1: 195,038 shares; 2025Q2: 167,308 shares; 2025Q3: 159,480 shares 159,480 $7.54M 0.02% -7,828 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: 23,102 shares; 2024Q4: 23,614 shares; 2025Q1: 23,009 shares; 2025Q2: 22,850 shares; 2025Q3: 21,732 shares 21,732 $7.53M 0.02% -1,118 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,621 shares; 2024Q4: 52,129 shares; 2025Q1: 53,162 shares; 2025Q2: 52,245 shares; 2025Q3: 51,665 shares 51,665 $7.53M 0.02% -580 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: 2,357 shares; 2024Q4: 2,006 shares; 2025Q1: 1,957 shares; 2025Q2: 1,273 shares; 2025Q3: 1,393 shares 1,393 $7.52M 0.02% +120 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: 90,718 shares; 2024Q4: 90,220 shares; 2025Q1: 95,318 shares; 2025Q2: 101,299 shares; 2025Q3: 103,152 shares 103,152 $7.5M 0.02% +1,853 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,512 shares; 2024Q4: 151,313 shares; 2025Q1: 184,957 shares; 2025Q2: 251,563 shares; 2025Q3: 185,661 shares 185,661 $7.49M 0.02% -65,902 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,684 shares; 2024Q4: 57,837 shares; 2025Q1: 57,583 shares; 2025Q2: 64,059 shares; 2025Q3: 64,596 shares 64,596 $7.43M 0.02% +537 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,580 shares; 2024Q4: 60,477 shares; 2025Q1: 27,431 shares; 2025Q2: 28,304 shares; 2025Q3: 27,662 shares 27,662 $7.39M 0.02% -642 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,932 shares; 2024Q4: 58,129 shares; 2025Q1: 56,993 shares; 2025Q2: 53,254 shares; 2025Q3: 50,501 shares 50,501 $7.37M 0.02% -2,753 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: 51,866 shares; 2024Q4: 51,065 shares; 2025Q1: 50,588 shares; 2025Q2: 43,533 shares; 2025Q3: 42,378 shares 42,378 $7.32M 0.02% -1,155 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,357 shares; 2024Q4: not reported; 2025Q1: 147,469 shares; 2025Q2: 160,352 shares; 2025Q3: 162,199 shares 162,199 $7.3M 0.02% +1,847 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,016 shares; 2024Q4: 288,075 shares; 2025Q1: 308,542 shares; 2025Q2: 89,172 shares; 2025Q3: 110,592 shares 110,592 $7.3M 0.02% +21,420 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: 102,546 shares; 2024Q4: 127,504 shares; 2025Q1: 124,752 shares; 2025Q2: 110,041 shares; 2025Q3: 144,886 shares 144,886 $7.28M 0.02% +34,845 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,750 shares 59,750 $7.23M 0.02% new 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: 27,123 shares; 2024Q4: not reported; 2025Q1: 25,369 shares; 2025Q2: 24,725 shares; 2025Q3: 24,256 shares 24,256 $7.23M 0.02% -469 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,613 shares; 2024Q4: 250,768 shares; 2025Q1: 241,102 shares; 2025Q2: 224,477 shares; 2025Q3: 216,814 shares 216,814 $7.21M 0.02% -7,663 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 243,080 shares; 2025Q1: 238,468 shares; 2025Q2: 263,282 shares; 2025Q3: 273,328 shares 273,328 $7.2M 0.02% +10,046 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,440 shares; 2024Q4: 50,526 shares; 2025Q1: 42,552 shares; 2025Q2: 36,733 shares; 2025Q3: 41,364 shares 41,364 $7.15M 0.02% +4,631 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,785 shares; 2024Q4: 201,154 shares; 2025Q1: 216,557 shares; 2025Q2: 207,114 shares; 2025Q3: 198,643 shares 198,643 $7.15M 0.02% -8,471 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,284 shares; 2024Q4: 171,891 shares; 2025Q1: 235,276 shares; 2025Q2: 289,147 shares; 2025Q3: 315,183 shares 315,183 $7.1M 0.02% +26,036 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,983 shares; 2024Q4: 561,412 shares; 2025Q1: 597,190 shares; 2025Q2: 567,898 shares; 2025Q3: 602,493 shares 602,493 $7.08M 0.02% +34,595 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,288 shares; 2024Q4: 27,251 shares; 2025Q1: 26,887 shares; 2025Q2: 27,120 shares; 2025Q3: 27,534 shares 27,534 $6.96M 0.02% +414 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,785 shares; 2024Q4: 50,667 shares; 2025Q1: 46,688 shares; 2025Q2: 148,627 shares; 2025Q3: 160,442 shares 160,442 $6.95M 0.02% +11,815 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: 29,290 shares; 2024Q4: 35,413 shares; 2025Q1: 49,086 shares; 2025Q2: 63,621 shares; 2025Q3: 81,573 shares 81,573 $6.94M 0.02% +17,952 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,778 shares; 2024Q4: 165,170 shares; 2025Q1: 166,653 shares; 2025Q2: 161,819 shares; 2025Q3: 164,713 shares 164,713 $6.93M 0.02% +2,894 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,427 shares; 2024Q4: 47,901 shares; 2025Q1: 43,959 shares; 2025Q2: 35,266 shares; 2025Q3: 46,674 shares 46,674 $6.88M 0.02% +11,408 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,253 shares; 2024Q4: 25,567 shares; 2025Q1: 24,968 shares; 2025Q2: 25,609 shares; 2025Q3: 23,064 shares 23,064 $6.85M 0.02% -2,545 Timeline FMF 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: 12,938 shares; 2024Q4: 19,519 shares; 2025Q1: 24,309 shares; 2025Q2: 118,949 shares; 2025Q3: 140,370 shares 140,370 $6.84M 0.02% +21,421 Timeline IVOO 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: 48,880 shares; 2024Q4: 54,795 shares; 2025Q1: 58,253 shares; 2025Q2: 63,252 shares; 2025Q3: 61,787 shares 61,787 $6.82M 0.02% -1,465 Timeline GSIE 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: 67,291 shares; 2024Q4: 89,824 shares; 2025Q1: 103,314 shares; 2025Q2: 96,799 shares; 2025Q3: 164,499 shares 164,499 $6.76M 0.02% +67,700 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,636 shares; 2024Q4: 51,695 shares; 2025Q1: 45,498 shares; 2025Q2: 43,675 shares; 2025Q3: 39,818 shares 39,818 $6.71M 0.02% -3,857 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,863 shares; 2024Q4: 57,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,381 shares 67,381 $6.71M 0.02% 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: 316,859 shares; 2024Q4: 293,826 shares; 2025Q1: 262,986 shares; 2025Q2: 263,802 shares; 2025Q3: 268,440 shares 268,440 $6.64M 0.02% +4,638 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,867 shares; 2024Q4: 79,754 shares; 2025Q1: 76,924 shares; 2025Q2: 69,335 shares; 2025Q3: 70,961 shares 70,961 $6.62M 0.02% +1,626 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,912 shares; 2024Q4: 304,674 shares; 2025Q1: 332,414 shares; 2025Q2: 203,829 shares; 2025Q3: 253,539 shares 253,539 $6.6M 0.02% +49,710 Timeline ILCV 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: 34,793 shares; 2024Q4: 52,743 shares; 2025Q1: 52,850 shares; 2025Q2: 79,691 shares; 2025Q3: 73,257 shares 73,257 $6.59M 0.02% -6,434 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,754 shares; 2024Q4: 41,851 shares; 2025Q1: 43,179 shares; 2025Q2: 42,790 shares; 2025Q3: 441,761 shares 441,761 $6.59M 0.02% +398,971 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: 63,597 shares; 2024Q4: 61,617 shares; 2025Q1: 63,659 shares; 2025Q2: 65,065 shares; 2025Q3: 75,717 shares 75,717 $6.57M 0.02% +10,652 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,318 shares; 2024Q4: 192,685 shares; 2025Q1: 196,425 shares; 2025Q2: 380,881 shares; 2025Q3: 406,580 shares 406,580 $6.57M 0.02% +25,699 Timeline PTF 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: 109,371 shares; 2024Q4: 109,764 shares; 2025Q1: 109,541 shares; 2025Q2: 89,994 shares; 2025Q3: 87,699 shares 87,699 $6.56M 0.02% -2,295 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,810 shares; 2025Q1: 22,147 shares; 2025Q2: 20,831 shares; 2025Q3: 20,588 shares 20,588 $6.55M 0.02% -243 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: 60,609 shares; 2024Q4: 70,411 shares; 2025Q1: 111,545 shares; 2025Q2: 111,997 shares; 2025Q3: 108,877 shares 108,877 $6.54M 0.02% -3,120 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: 18,087 shares; 2024Q4: 16,432 shares; 2025Q1: 13,997 shares; 2025Q2: 14,633 shares; 2025Q3: 15,248 shares 15,248 $6.5M 0.02% +615 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,200 shares; 2024Q4: 78,605 shares; 2025Q1: 101,211 shares; 2025Q2: 102,414 shares; 2025Q3: 87,045 shares 87,045 $6.48M 0.02% -15,369 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 22,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,503 shares 18,503 $6.48M 0.02% new 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: not reported; 2024Q4: 78,550 shares; 2025Q1: 80,466 shares; 2025Q2: 73,375 shares; 2025Q3: 84,478 shares 84,478 $6.46M 0.02% +11,103 Timeline WCMI 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: 192,853 shares; 2025Q1: 223,354 shares; 2025Q2: 289,006 shares; 2025Q3: 382,134 shares 382,134 $6.45M 0.02% +93,128 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: 60,091 shares; 2024Q4: 64,287 shares; 2025Q1: 62,844 shares; 2025Q2: 48,974 shares; 2025Q3: 49,918 shares 49,918 $6.44M 0.02% +944 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,642 shares; 2024Q4: 267,573 shares; 2025Q1: 264,055 shares; 2025Q2: 226,733 shares; 2025Q3: 234,065 shares 234,065 $6.43M 0.02% +7,332 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: 81,755 shares; 2024Q4: 15,587 shares; 2025Q1: 98,139 shares; 2025Q2: 135,018 shares; 2025Q3: 140,913 shares 140,913 $6.41M 0.02% +5,895 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,710 shares; 2024Q4: 49,549 shares; 2025Q1: 48,729 shares; 2025Q2: 52,934 shares; 2025Q3: 47,133 shares 47,133 $6.39M 0.02% -5,801 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,770 shares; 2024Q4: 40,871 shares; 2025Q1: 42,082 shares; 2025Q2: 45,232 shares; 2025Q3: 46,203 shares 46,203 $6.37M 0.02% +971 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: 109,127 shares; 2024Q4: 134,680 shares; 2025Q1: 121,647 shares; 2025Q2: 122,246 shares; 2025Q3: 75,699 shares 75,699 $6.37M 0.02% -46,547 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: 60,359 shares; 2024Q4: 69,220 shares; 2025Q1: 65,392 shares; 2025Q2: 59,823 shares; 2025Q3: 63,607 shares 63,607 $6.36M 0.02% +3,784 Timeline IGLB 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: 252,046 shares; 2024Q4: 256,121 shares; 2025Q1: 257,111 shares; 2025Q2: 117,259 shares; 2025Q3: 123,332 shares 123,332 $6.36M 0.02% +6,073 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,058 shares; 2024Q4: 100,719 shares; 2025Q1: 111,456 shares; 2025Q2: 108,339 shares; 2025Q3: 105,450 shares 105,450 $6.35M 0.02% -2,889 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,977 shares; 2024Q4: 18,330 shares; 2025Q1: 20,859 shares; 2025Q2: 26,912 shares; 2025Q3: 28,527 shares 28,527 $6.34M 0.02% +1,615 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: 1,229,731 shares; 2024Q4: 153,124 shares; 2025Q1: 140,487 shares; 2025Q2: 110,840 shares; 2025Q3: 149,808 shares 149,808 $6.31M 0.01% +38,968 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,463 shares; 2025Q1: 20,280 shares; 2025Q2: 21,371 shares; 2025Q3: 23,055 shares 23,055 $6.31M 0.01% +1,684 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,872 shares; 2024Q4: 180,934 shares; 2025Q1: 115,937 shares; 2025Q2: 96,681 shares; 2025Q3: 92,435 shares 92,435 $6.31M 0.01% -4,246 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: 100,222 shares; 2024Q4: 97,285 shares; 2025Q1: 92,633 shares; 2025Q2: 97,394 shares; 2025Q3: 91,736 shares 91,736 $6.29M 0.01% -5,658 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,710 shares; 2024Q4: 233,760 shares; 2025Q1: 249,483 shares; 2025Q2: 209,675 shares; 2025Q3: 179,212 shares 179,212 $6.28M 0.01% -30,463 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,629 shares; 2025Q1: 1,438 shares; 2025Q2: 1,441 shares; 2025Q3: 1,461 shares 1,461 $6.27M 0.01% +20 Timeline IHI 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: 119,315 shares; 2024Q4: 110,053 shares; 2025Q1: 105,188 shares; 2025Q2: 105,900 shares; 2025Q3: 103,701 shares 103,701 $6.23M 0.01% -2,199 Timeline GEMI GEMINI SPACE STA INC More: the full row for GEMINI SPACE STA 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: 259,692 shares 259,692 $6.22M 0.01% new 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: 40,617 shares; 2024Q4: 50,964 shares; 2025Q1: 51,192 shares; 2025Q2: 54,212 shares; 2025Q3: 51,185 shares 51,185 $6.21M 0.01% -3,027 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,059 shares; 2024Q4: 191,832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168,969 shares 168,969 $6.2M 0.01% new 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: 135,489 shares; 2024Q4: 141,847 shares; 2025Q1: 147,836 shares; 2025Q2: 148,438 shares; 2025Q3: 149,568 shares 149,568 $6.19M 0.01% +1,130 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 95,634 shares; 2025Q1: 102,491 shares; 2025Q2: 94,693 shares; 2025Q3: 96,222 shares 96,222 $6.18M 0.01% +1,529 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: 40,488 shares; 2024Q4: 44,822 shares; 2025Q1: 41,873 shares; 2025Q2: 35,284 shares; 2025Q3: 40,521 shares 40,521 $6.17M 0.01% +5,237 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,672 shares; 2024Q4: 98,949 shares; 2025Q1: 163,526 shares; 2025Q2: 470,078 shares; 2025Q3: 468,325 shares 468,325 $6.16M 0.01% -1,753 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923,285 shares; 2024Q4: 984,485 shares; 2025Q1: 1,059,760 shares; 2025Q2: 1,053,060 shares; 2025Q3: 1,099,843 shares 1,099,843 $6.15M 0.01% +46,783 Timeline ISEP 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: 175,447 shares; 2024Q4: 175,492 shares; 2025Q1: 179,817 shares; 2025Q2: 186,609 shares; 2025Q3: 192,282 shares 192,282 $6.13M 0.01% +5,673 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: not reported; 2024Q4: 53,777 shares; 2025Q1: 43,463 shares; 2025Q2: 41,156 shares; 2025Q3: 40,087 shares 40,087 $6.09M 0.01% -1,069 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: 93,555 shares; 2024Q4: 92,010 shares; 2025Q1: 105,986 shares; 2025Q2: 127,853 shares; 2025Q3: 132,920 shares 132,920 $6.09M 0.01% +5,067 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: 92,941 shares; 2024Q4: 141,841 shares; 2025Q1: 151,056 shares; 2025Q2: 147,495 shares; 2025Q3: 144,555 shares 144,555 $6.06M 0.01% -2,940 Timeline GMAR 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: 65,188 shares; 2024Q4: 65,705 shares; 2025Q1: 72,626 shares; 2025Q2: 163,960 shares; 2025Q3: 150,652 shares 150,652 $6.04M 0.01% -13,308 Timeline TAYD TAYLOR DEVICES INC More: the full row for TAYLOR DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,981 shares; 2024Q4: 126,027 shares; 2025Q1: 124,515 shares; 2025Q2: 123,630 shares; 2025Q3: 122,619 shares 122,619 $6.02M 0.01% -1,011 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,847 shares 84,847 $6.01M 0.01% new 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: 64,756 shares; 2024Q4: 56,002 shares; 2025Q1: 82,883 shares; 2025Q2: 82,951 shares; 2025Q3: 89,464 shares 89,464 $6M 0.01% +6,513 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,710 shares; 2024Q4: not reported; 2025Q1: 31,877 shares; 2025Q2: 29,477 shares; 2025Q3: 27,310 shares 27,310 $5.97M 0.01% -2,167 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,589 shares; 2024Q4: 88,371 shares; 2025Q1: 69,810 shares; 2025Q2: 76,501 shares; 2025Q3: 85,076 shares 85,076 $5.95M 0.01% +8,575 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 83,805 shares; 2025Q3: 134,310 shares 134,310 $5.94M 0.01% +50,505 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,402 shares; 2024Q4: 80,598 shares; 2025Q1: 96,468 shares; 2025Q2: 95,818 shares; 2025Q3: 111,836 shares 111,836 $5.92M 0.01% +16,018 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: 15,952 shares; 2024Q4: 30,114 shares; 2025Q1: 50,454 shares; 2025Q2: 51,208 shares; 2025Q3: 52,535 shares 52,535 $5.9M 0.01% +1,327 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: 9,758 shares; 2024Q4: 9,658 shares; 2025Q1: 9,543 shares; 2025Q2: 9,576 shares; 2025Q3: 9,297 shares 9,297 $5.86M 0.01% -279 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: 34,846 shares; 2024Q4: 35,095 shares; 2025Q1: 34,280 shares; 2025Q2: 33,751 shares; 2025Q3: 33,951 shares 33,951 $5.86M 0.01% +200 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,181 shares; 2024Q4: 62,880 shares; 2025Q1: 62,880 shares; 2025Q2: 65,132 shares; 2025Q3: 69,204 shares 69,204 $5.85M 0.01% +4,072 Timeline QMMY 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: 159,616 shares; 2024Q4: 161,745 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238,958 shares 238,958 $5.85M 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,940 shares; 2024Q4: 73,327 shares; 2025Q1: 65,388 shares; 2025Q2: 108,617 shares; 2025Q3: 110,234 shares 110,234 $5.85M 0.01% +1,617 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,139 shares; 2024Q4: 498,999 shares; 2025Q1: 489,633 shares; 2025Q2: 531,518 shares; 2025Q3: 504,244 shares 504,244 $5.85M 0.01% -27,274 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,005 shares; 2024Q4: 264,337 shares; 2025Q1: 302,742 shares; 2025Q2: 352,754 shares; 2025Q3: 641,069 shares 641,069 $5.84M 0.01% +288,315 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: 99,544 shares; 2024Q4: 85,534 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,506 shares 88,506 $5.84M 0.01% new 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: 140,323 shares; 2024Q4: 136,446 shares; 2025Q1: 145,988 shares; 2025Q2: 149,650 shares; 2025Q3: 149,603 shares 149,603 $5.83M 0.01% -47 Timeline BOXX 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: 4,678 shares; 2024Q4: 4,443 shares; 2025Q1: 26,515 shares; 2025Q2: 43,263 shares; 2025Q3: 50,954 shares 50,954 $5.8M 0.01% +7,691 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 10,875 shares; 2025Q1: 9,331 shares; 2025Q2: 8,492 shares; 2025Q3: 42,800 shares 42,800 $5.79M 0.01% +34,308 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,078 shares; 2024Q4: 66,610 shares; 2025Q1: 67,393 shares; 2025Q2: 69,045 shares; 2025Q3: 69,291 shares 69,291 $5.78M 0.01% +246 Timeline NOCT 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: 71,582 shares; 2024Q4: 79,490 shares; 2025Q1: 87,740 shares; 2025Q2: 97,083 shares; 2025Q3: 101,203 shares 101,203 $5.75M 0.01% +4,120 Timeline FNDF 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: 136,911 shares; 2024Q4: 137,572 shares; 2025Q1: 140,830 shares; 2025Q2: 139,572 shares; 2025Q3: 133,780 shares 133,780 $5.75M 0.01% -5,792 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,504 shares; 2024Q4: 57,347 shares; 2025Q1: 53,507 shares; 2025Q2: 47,319 shares; 2025Q3: 62,819 shares 62,819 $5.74M 0.01% +15,500 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,801 shares; 2024Q4: 132,749 shares; 2025Q1: 276,845 shares; 2025Q2: 264,827 shares; 2025Q3: 251,052 shares 251,052 $5.74M 0.01% -13,775 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,236 shares; 2025Q3: 129,444 shares 129,444 $5.74M 0.01% -2,792 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,789 shares; 2025Q1: 3,991 shares; 2025Q2: 2,971 shares; 2025Q3: 3,197 shares 3,197 $5.72M 0.01% +226 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,957 shares; 2024Q4: 55,324 shares; 2025Q1: 59,813 shares; 2025Q2: 70,461 shares; 2025Q3: 185,136 shares 185,136 $5.72M 0.01% +114,675 Timeline PFI 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: 119,872 shares; 2024Q4: 118,965 shares; 2025Q1: 117,963 shares; 2025Q2: 101,516 shares; 2025Q3: 98,587 shares 98,587 $5.71M 0.01% -2,929 Timeline XSVM 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: 160,435 shares; 2024Q4: 162,431 shares; 2025Q1: 152,098 shares; 2025Q2: 118,503 shares; 2025Q3: 100,887 shares 100,887 $5.7M 0.01% -17,616 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,827 shares; 2024Q4: 53,268 shares; 2025Q1: 54,837 shares; 2025Q2: 52,633 shares; 2025Q3: 44,928 shares 44,928 $5.69M 0.01% -7,705 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,449 shares; 2024Q4: 20,155 shares; 2025Q1: 21,283 shares; 2025Q2: 19,203 shares; 2025Q3: 23,151 shares 23,151 $5.68M 0.01% +3,948 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,475 shares; 2024Q4: 55,535 shares; 2025Q1: 50,652 shares; 2025Q2: 52,294 shares; 2025Q3: 53,249 shares 53,249 $5.68M 0.01% +955 Timeline NAPR 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: 73,863 shares; 2024Q4: 82,375 shares; 2025Q1: 90,916 shares; 2025Q2: 101,923 shares; 2025Q3: 107,781 shares 107,781 $5.67M 0.01% +5,858 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,115 shares; 2024Q4: not reported; 2025Q1: 60,650 shares; 2025Q2: 59,566 shares; 2025Q3: 69,411 shares 69,411 $5.63M 0.01% +9,845 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,419 shares; 2024Q4: 25,770 shares; 2025Q1: 25,655 shares; 2025Q2: 103,656 shares; 2025Q3: 110,355 shares 110,355 $5.62M 0.01% +6,699 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,571 shares; 2024Q4: 171,580 shares; 2025Q1: 309,948 shares; 2025Q2: 314,945 shares; 2025Q3: 353,253 shares 353,253 $5.62M 0.01% +38,308 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: 40,540 shares; 2024Q4: 41,935 shares; 2025Q1: 40,855 shares; 2025Q2: 40,784 shares; 2025Q3: 43,278 shares 43,278 $5.61M 0.01% +2,494 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 445,362 shares 445,362 $5.61M 0.01% new Timeline NJUL 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: 53,663 shares; 2024Q4: 61,302 shares; 2025Q1: 68,538 shares; 2025Q2: 75,929 shares; 2025Q3: 78,830 shares 78,830 $5.61M 0.01% +2,901 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: 57,816 shares; 2024Q4: 116,107 shares; 2025Q1: 121,843 shares; 2025Q2: 145,898 shares; 2025Q3: 201,715 shares 201,715 $5.6M 0.01% +55,817 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 15,400 shares; 2025Q1: 16,447 shares; 2025Q2: 20,454 shares; 2025Q3: 48,888 shares 48,888 $5.59M 0.01% +28,434 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,539 shares; 2024Q4: 50,707 shares; 2025Q1: 53,433 shares; 2025Q2: 54,447 shares; 2025Q3: 55,218 shares 55,218 $5.59M 0.01% +771 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: 85,273 shares; 2024Q4: 89,041 shares; 2025Q1: 86,038 shares; 2025Q2: 72,611 shares; 2025Q3: 88,154 shares 88,154 $5.58M 0.01% +15,543 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,157 shares; 2024Q4: 53,356 shares; 2025Q1: 52,138 shares; 2025Q2: 48,379 shares; 2025Q3: 46,523 shares 46,523 $5.58M 0.01% -1,856 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: 302,898 shares; 2024Q4: 265,962 shares; 2025Q1: 39,064 shares; 2025Q2: 37,202 shares; 2025Q3: 41,976 shares 41,976 $5.55M 0.01% +4,774 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,864 shares; 2024Q4: 119,957 shares; 2025Q1: 133,911 shares; 2025Q2: 135,757 shares; 2025Q3: 122,654 shares 122,654 $5.54M 0.01% -13,103 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: 260,561 shares; 2024Q4: 257,513 shares; 2025Q1: 263,437 shares; 2025Q2: 283,722 shares; 2025Q3: 369,461 shares 369,461 $5.54M 0.01% +85,739 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,065 shares; 2024Q4: 153,202 shares; 2025Q1: 140,693 shares; 2025Q2: 162,336 shares; 2025Q3: 218,236 shares 218,236 $5.53M 0.01% +55,900 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: 135,063 shares; 2024Q4: 125,744 shares; 2025Q1: 147,931 shares; 2025Q2: 167,370 shares; 2025Q3: 209,272 shares 209,272 $5.53M 0.01% +41,902 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,732 shares; 2024Q4: 76,385 shares; 2025Q1: 71,931 shares; 2025Q2: 69,398 shares; 2025Q3: 66,299 shares 66,299 $5.52M 0.01% -3,099 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,253 shares; 2024Q4: 67,942 shares; 2025Q1: 68,915 shares; 2025Q2: 113,673 shares; 2025Q3: 109,390 shares 109,390 $5.51M 0.01% -4,283 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: 26,550 shares; 2024Q4: 28,085 shares; 2025Q1: 23,673 shares; 2025Q2: 26,852 shares; 2025Q3: 29,142 shares 29,142 $5.51M 0.01% +2,290 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,536 shares; 2024Q4: 80,985 shares; 2025Q1: 73,945 shares; 2025Q2: 68,131 shares; 2025Q3: 55,286 shares 55,286 $5.5M 0.01% -12,845 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,635 shares; 2024Q4: 27,604 shares; 2025Q1: 27,130 shares; 2025Q2: 28,496 shares; 2025Q3: 28,891 shares 28,891 $5.5M 0.01% +395 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,591 shares; 2024Q4: 223,697 shares; 2025Q1: 225,981 shares; 2025Q2: 225,427 shares; 2025Q3: 225,924 shares 225,924 $5.49M 0.01% +497 Timeline AIQ 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: 50,829 shares; 2024Q4: 65,746 shares; 2025Q1: 73,129 shares; 2025Q2: 31,606 shares; 2025Q3: 111,066 shares 111,066 $5.49M 0.01% +79,460 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,435 shares; 2025Q1: 8,309 shares; 2025Q2: 8,011 shares; 2025Q3: 67,114 shares 67,114 $5.48M 0.01% +59,103 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: 175,603 shares; 2024Q4: 173,645 shares; 2025Q1: 177,327 shares; 2025Q2: 179,522 shares; 2025Q3: 38,215 shares 38,215 $5.45M 0.01% -141,307 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: 303,858 shares; 2024Q4: 282,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287,545 shares 287,545 $5.44M 0.01% new Timeline SIXH 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: 110,875 shares; 2025Q2: 136,978 shares; 2025Q3: 140,158 shares 140,158 $5.42M 0.01% +3,180 Timeline BJAN 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: 93,688 shares; 2024Q4: not reported; 2025Q1: 97,908 shares; 2025Q2: 101,425 shares; 2025Q3: 102,002 shares 102,002 $5.41M 0.01% +577 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,208 shares; 2025Q2: 42,970 shares; 2025Q3: 99,469 shares 99,469 $5.37M 0.01% +56,499 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,648 shares; 2024Q4: 67,383 shares; 2025Q1: 62,414 shares; 2025Q2: 44,212 shares; 2025Q3: 48,116 shares 48,116 $5.36M 0.01% +3,904 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: 40,882 shares; 2024Q4: 41,267 shares; 2025Q1: 40,418 shares; 2025Q2: 52,698 shares; 2025Q3: 62,762 shares 62,762 $5.36M 0.01% +10,064 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 8,855 shares; 2025Q1: 8,472 shares; 2025Q2: 8,013 shares; 2025Q3: 6,832 shares 6,832 $5.35M 0.01% -1,181 Timeline FDEC 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: 152,882 shares; 2024Q4: 186,063 shares; 2025Q1: 185,640 shares; 2025Q2: 176,243 shares; 2025Q3: 108,506 shares 108,506 $5.34M 0.01% -67,737 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,906 shares; 2024Q4: 35,290 shares; 2025Q1: 68,316 shares; 2025Q2: 67,063 shares; 2025Q3: 95,298 shares 95,298 $5.34M 0.01% +28,235 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,654 shares; 2024Q4: 39,178 shares; 2025Q1: 35,066 shares; 2025Q2: 37,900 shares; 2025Q3: 41,307 shares 41,307 $5.34M 0.01% +3,407 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,777 shares; 2024Q4: 214,233 shares; 2025Q1: 219,853 shares; 2025Q2: 219,002 shares; 2025Q3: 218,964 shares 218,964 $5.33M 0.01% -38 Timeline SUSC 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: 111,231 shares; 2024Q4: 101,485 shares; 2025Q1: 95,074 shares; 2025Q2: 150,984 shares; 2025Q3: 225,646 shares 225,646 $5.32M 0.01% +74,662 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: 37,639 shares; 2024Q4: 37,293 shares; 2025Q1: 41,043 shares; 2025Q2: 46,510 shares; 2025Q3: 47,419 shares 47,419 $5.3M 0.01% +909 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,129 shares; 2024Q4: 10,592 shares; 2025Q1: 58,790 shares; 2025Q2: 85,670 shares; 2025Q3: 86,315 shares 86,315 $5.3M 0.01% +645 Timeline AFEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,378 shares; 2025Q3: 69,369 shares 69,369 $5.26M 0.01% +991 Timeline FBT 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: 43,156 shares; 2024Q4: 27,964 shares; 2025Q1: 27,888 shares; 2025Q2: 28,270 shares; 2025Q3: 29,300 shares 29,300 $5.25M 0.01% +1,030 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,203 shares; 2024Q4: 176,543 shares; 2025Q1: 95,876 shares; 2025Q2: 110,971 shares; 2025Q3: 106,796 shares 106,796 $5.23M 0.01% -4,175 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: 27,023 shares; 2024Q4: 32,153 shares; 2025Q1: 23,680 shares; 2025Q2: 28,431 shares; 2025Q3: 24,107 shares 24,107 $5.17M 0.01% -4,324 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,808 shares; 2024Q4: 20,409 shares; 2025Q1: 16,093 shares; 2025Q2: 13,369 shares; 2025Q3: 16,345 shares 16,345 $5.15M 0.01% +2,976 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,479 shares; 2024Q4: 50,414 shares; 2025Q1: 51,239 shares; 2025Q2: 54,634 shares; 2025Q3: 61,374 shares 61,374 $5.13M 0.01% +6,740 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,258 shares; 2024Q4: 90,456 shares; 2025Q1: 94,337 shares; 2025Q2: 91,692 shares; 2025Q3: 89,411 shares 89,411 $5.12M 0.01% -2,281 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: 55,521 shares; 2024Q4: 52,508 shares; 2025Q1: 52,510 shares; 2025Q2: 44,545 shares; 2025Q3: 58,853 shares 58,853 $5.12M 0.01% +14,308 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,431 shares; 2024Q4: 42,476 shares; 2025Q1: 36,088 shares; 2025Q2: 36,783 shares; 2025Q3: 36,548 shares 36,548 $5.11M 0.01% -235 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,316 shares; 2025Q1: 44,169 shares; 2025Q2: 44,960 shares; 2025Q3: 41,608 shares 41,608 $5.09M 0.01% -3,352 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,508 shares; 2024Q4: 124,940 shares; 2025Q1: 99,553 shares; 2025Q2: 77,431 shares; 2025Q3: 64,848 shares 64,848 $5.09M 0.01% -12,583 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,793 shares; 2024Q4: 64,496 shares; 2025Q1: 57,994 shares; 2025Q2: 67,249 shares; 2025Q3: 71,604 shares 71,604 $5.08M 0.01% +4,355 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,053 shares; 2024Q4: 26,835 shares; 2025Q1: 31,577 shares; 2025Q2: 32,194 shares; 2025Q3: 35,816 shares 35,816 $5.07M 0.01% +3,622 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: 185,095 shares; 2024Q4: 280,251 shares; 2025Q1: 165,813 shares; 2025Q2: 117,339 shares; 2025Q3: 135,217 shares 135,217 $5.04M 0.01% +17,878 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,307 shares; 2024Q4: 22,417 shares; 2025Q1: 22,147 shares; 2025Q2: 21,428 shares; 2025Q3: 24,266 shares 24,266 $5.02M 0.01% +2,838 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: 40,190 shares; 2024Q4: 40,190 shares; 2025Q1: 40,190 shares; 2025Q2: 40,190 shares; 2025Q3: 40,190 shares 40,190 $5M 0.01% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,397 shares; 2024Q4: 14,937 shares; 2025Q1: 13,531 shares; 2025Q2: 17,823 shares; 2025Q3: 16,626 shares 16,626 $4.98M 0.01% -1,197 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: not reported; 2025Q2: 218,016 shares; 2025Q3: 237,799 shares 237,799 $4.96M 0.01% +19,783 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,404 shares; 2024Q4: 25,507 shares; 2025Q1: 26,234 shares; 2025Q2: 26,589 shares; 2025Q3: 35,799 shares 35,799 $4.96M 0.01% +9,210 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,675 shares; 2025Q1: 31,082 shares; 2025Q2: 53,336 shares; 2025Q3: 96,202 shares 96,202 $4.95M 0.01% +42,866 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: 55,907 shares; 2025Q1: 117,717 shares; 2025Q2: 120,286 shares; 2025Q3: 119,396 shares 119,396 $4.95M 0.01% -890 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,578 shares; 2024Q4: 19,592 shares; 2025Q1: 18,640 shares; 2025Q2: 18,031 shares; 2025Q3: 17,562 shares 17,562 $4.93M 0.01% -469 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: 6,448 shares; 2024Q4: 3,729 shares; 2025Q1: 4,124 shares; 2025Q2: 4,139 shares; 2025Q3: 3,291 shares 3,291 $4.92M 0.01% -848 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,418 shares; 2024Q4: 96,608 shares; 2025Q1: 91,580 shares; 2025Q2: 91,880 shares; 2025Q3: 115,831 shares 115,831 $4.92M 0.01% +23,951 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 8,294 shares; 2025Q1: 4,582 shares; 2025Q2: 6,432 shares; 2025Q3: 5,960 shares 5,960 $4.92M 0.01% -472 Timeline HPF 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: not reported; 2025Q2: not reported; 2025Q3: 291,834 shares 291,834 $4.92M 0.01% new Timeline PEZ 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: 63,533 shares; 2024Q4: 63,609 shares; 2025Q1: 64,678 shares; 2025Q2: 2,402 shares; 2025Q3: 48,794 shares 48,794 $4.91M 0.01% +46,392 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 12,859 shares; 2025Q1: 14,810 shares; 2025Q2: 11,981 shares; 2025Q3: 11,540 shares 11,540 $4.91M 0.01% -441 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,817 shares; 2024Q4: 41,507 shares; 2025Q1: 50,433 shares; 2025Q2: 56,301 shares; 2025Q3: 98,680 shares 98,680 $4.9M 0.01% +42,379 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,182 shares; 2024Q4: 79,227 shares; 2025Q1: 83,095 shares; 2025Q2: 95,387 shares; 2025Q3: 98,568 shares 98,568 $4.86M 0.01% +3,181 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,512 shares; 2024Q4: 47,725 shares; 2025Q1: 49,397 shares; 2025Q2: 51,276 shares; 2025Q3: 81,563 shares 81,563 $4.85M 0.01% +30,287 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,780 shares; 2024Q4: 151,005 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,784 shares 143,784 $4.84M 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,828 shares; 2024Q4: 40,065 shares; 2025Q1: 43,161 shares; 2025Q2: 47,837 shares; 2025Q3: 54,663 shares 54,663 $4.83M 0.01% +6,826 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 41,418 shares; 2025Q1: 40,355 shares; 2025Q2: 40,355 shares; 2025Q3: 40,136 shares 40,136 $4.82M 0.01% -219 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,694 shares; 2024Q4: 10,674 shares; 2025Q1: 10,490 shares; 2025Q2: 9,969 shares; 2025Q3: 9,155 shares 9,155 $4.79M 0.01% -814 Timeline IBTI 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: 93,590 shares; 2024Q4: 104,117 shares; 2025Q1: 146,982 shares; 2025Q2: 187,490 shares; 2025Q3: 213,538 shares 213,538 $4.78M 0.01% +26,048 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,344 shares; 2024Q4: 103,298 shares; 2025Q1: 77,561 shares; 2025Q2: 21,507 shares; 2025Q3: 18,963 shares 18,963 $4.77M 0.01% -2,544 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: 63,291 shares; 2024Q4: 62,104 shares; 2025Q1: 57,926 shares; 2025Q2: 56,575 shares; 2025Q3: 395,834 shares 395,834 $4.75M 0.01% +339,259 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 46,492 shares; 2025Q1: 50,468 shares; 2025Q2: 50,302 shares; 2025Q3: 51,578 shares 51,578 $4.72M 0.01% +1,276 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,725 shares; 2024Q4: 49,398 shares; 2025Q1: 48,686 shares; 2025Q2: 46,632 shares; 2025Q3: 43,514 shares 43,514 $4.72M 0.01% -3,118 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,191 shares; 2024Q4: 51,357 shares; 2025Q1: 51,606 shares; 2025Q2: 51,648 shares; 2025Q3: 96,193 shares 96,193 $4.72M 0.01% +44,545 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,553 shares; 2025Q2: 83,127 shares; 2025Q3: 95,355 shares 95,355 $4.69M 0.01% +12,228 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: 152,741 shares; 2024Q4: 190,913 shares; 2025Q1: 178,441 shares; 2025Q2: 191,372 shares; 2025Q3: 190,111 shares 190,111 $4.68M 0.01% -1,261 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,323 shares; 2024Q4: 22,089 shares; 2025Q1: 22,706 shares; 2025Q2: 22,060 shares; 2025Q3: 22,140 shares 22,140 $4.63M 0.01% +80 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: 155,743 shares; 2024Q4: 146,145 shares; 2025Q1: 126,552 shares; 2025Q2: 95,816 shares; 2025Q3: 88,367 shares 88,367 $4.62M 0.01% -7,449 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: 52,437 shares; 2024Q4: not reported; 2025Q1: 47,952 shares; 2025Q2: 48,621 shares; 2025Q3: 48,174 shares 48,174 $4.62M 0.01% -447 Timeline RDCM RADCOM LTD More: the full row for RADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,064 shares; 2024Q4: 313,211 shares; 2025Q1: 307,854 shares; 2025Q2: 303,914 shares; 2025Q3: 318,349 shares 318,349 $4.61M 0.01% +14,435 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: 213,558 shares; 2024Q4: 235,697 shares; 2025Q1: 237,181 shares; 2025Q2: 189,716 shares; 2025Q3: 169,231 shares 169,231 $4.61M 0.01% -20,485 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,893 shares; 2024Q4: 86,881 shares; 2025Q1: 111,729 shares; 2025Q2: 117,381 shares; 2025Q3: 109,490 shares 109,490 $4.61M 0.01% -7,891 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,122 shares; 2024Q4: 69,047 shares; 2025Q1: 93,157 shares; 2025Q2: 107,983 shares; 2025Q3: 98,897 shares 98,897 $4.6M 0.01% -9,086 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,394 shares; 2024Q4: 50,078 shares; 2025Q1: 48,384 shares; 2025Q2: 46,399 shares; 2025Q3: 42,982 shares 42,982 $4.59M 0.01% -3,417 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 325,252 shares; 2025Q2: 329,626 shares; 2025Q3: 335,081 shares 335,081 $4.56M 0.01% +5,455 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,712 shares; 2024Q4: 990,274 shares; 2025Q1: 469,431 shares; 2025Q2: 422,085 shares; 2025Q3: 379,737 shares 379,737 $4.54M 0.01% -42,348 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,787 shares; 2025Q1: 17,831 shares; 2025Q2: 19,511 shares; 2025Q3: 20,954 shares 20,954 $4.54M 0.01% +1,443 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: 68,332 shares; 2024Q4: 64,265 shares; 2025Q1: 50,457 shares; 2025Q2: 47,534 shares; 2025Q3: 31,426 shares 31,426 $4.54M 0.01% -16,108 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,901 shares; 2024Q4: 54,378 shares; 2025Q1: 52,270 shares; 2025Q2: 48,931 shares; 2025Q3: 35,948 shares 35,948 $4.51M 0.01% -12,983 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 49,257 shares; 2025Q1: 48,926 shares; 2025Q2: 41,592 shares; 2025Q3: 441,957 shares 441,957 $4.49M 0.01% +400,365 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,001 shares; 2024Q4: 86,629 shares; 2025Q1: 86,159 shares; 2025Q2: 68,724 shares; 2025Q3: 69,565 shares 69,565 $4.48M 0.01% +841 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,858 shares; 2024Q4: 48,523 shares; 2025Q1: 39,912 shares; 2025Q2: 33,569 shares; 2025Q3: 26,620 shares 26,620 $4.46M 0.01% -6,949 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,447 shares; 2025Q2: 109,248 shares; 2025Q3: 106,710 shares 106,710 $4.44M 0.01% -2,538 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 12,229 shares; 2025Q1: 17,725 shares; 2025Q2: 17,384 shares; 2025Q3: 22,125 shares 22,125 $4.44M 0.01% +4,741 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,225 shares; 2024Q4: 734,020 shares; 2025Q1: 596,942 shares; 2025Q2: 282,300 shares; 2025Q3: 226,488 shares 226,488 $4.43M 0.01% -55,812 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: 139,864 shares; 2024Q4: 127,707 shares; 2025Q1: 121,343 shares; 2025Q2: 113,559 shares; 2025Q3: 110,888 shares 110,888 $4.42M 0.01% -2,671 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,424 shares; 2024Q4: 34,053 shares; 2025Q1: 34,348 shares; 2025Q2: 32,495 shares; 2025Q3: 34,042 shares 34,042 $4.42M 0.01% +1,547 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,333 shares; 2024Q4: 122,270 shares; 2025Q1: 131,060 shares; 2025Q2: 86,381 shares; 2025Q3: 91,051 shares 91,051 $4.39M 0.01% +4,670 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: 57,447 shares; 2024Q4: 68,583 shares; 2025Q1: 72,644 shares; 2025Q2: 67,491 shares; 2025Q3: 63,550 shares 63,550 $4.36M 0.01% -3,941 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,250 shares; 2024Q4: 64,046 shares; 2025Q1: 64,538 shares; 2025Q2: 54,080 shares; 2025Q3: 52,208 shares 52,208 $4.35M 0.01% -1,872 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: 20,300 shares; 2024Q4: 15,860 shares; 2025Q1: 13,775 shares; 2025Q2: 22,049 shares; 2025Q3: 32,398 shares 32,398 $4.34M 0.01% +10,349 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,579 shares; 2024Q4: 229,993 shares; 2025Q1: 251,726 shares; 2025Q2: 258,443 shares; 2025Q3: 183,369 shares 183,369 $4.34M 0.01% -75,074 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; 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: 92,155 shares 92,155 $4.33M 0.01% new Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,484 shares; 2025Q1: 78,370 shares; 2025Q2: 85,540 shares; 2025Q3: 86,609 shares 86,609 $4.32M 0.01% +1,069 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: 113,650 shares; 2024Q4: 87,131 shares; 2025Q1: 64,842 shares; 2025Q2: 115,225 shares; 2025Q3: 87,996 shares 87,996 $4.32M 0.01% -27,229 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: 46,535 shares; 2024Q4: 54,529 shares; 2025Q1: 57,775 shares; 2025Q2: 114,696 shares; 2025Q3: 57,404 shares 57,404 $4.31M 0.01% -57,292 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,557 shares; 2024Q4: 83,351 shares; 2025Q1: 67,711 shares; 2025Q2: 47,720 shares; 2025Q3: 43,022 shares 43,022 $4.31M 0.01% -4,698 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,252 shares; 2024Q4: 174,063 shares; 2025Q1: 172,770 shares; 2025Q2: 171,957 shares; 2025Q3: 171,105 shares 171,105 $4.31M 0.01% -852 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: 47,459 shares; 2024Q4: 53,638 shares; 2025Q1: 43,820 shares; 2025Q2: 36,961 shares; 2025Q3: 38,843 shares 38,843 $4.3M 0.01% +1,882 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: 109,022 shares; 2024Q4: 128,807 shares; 2025Q1: 128,918 shares; 2025Q2: 140,959 shares; 2025Q3: 141,150 shares 141,150 $4.28M 0.01% +191 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,038 shares 70,038 $4.24M 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,778 shares; 2024Q4: not reported; 2025Q1: 61,031 shares; 2025Q2: 53,902 shares; 2025Q3: 50,081 shares 50,081 $4.22M 0.01% -3,821 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: 20,514 shares; 2025Q1: 25,483 shares; 2025Q2: 26,832 shares; 2025Q3: 40,127 shares 40,127 $4.21M 0.01% +13,295 Timeline PDEC 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: 89,055 shares; 2024Q4: 126,482 shares; 2025Q1: 117,883 shares; 2025Q2: 121,509 shares; 2025Q3: 100,090 shares 100,090 $4.21M 0.01% -21,419 Timeline GGME 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: 64,128 shares; 2025Q2: 65,862 shares; 2025Q3: 65,224 shares 65,224 $4.2M 0.01% -638 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 567 shares; 2025Q1: 3,575 shares; 2025Q2: 3,529 shares; 2025Q3: 3,564 shares 3,564 $4.2M 0.01% +35 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,131 shares; 2024Q4: 60,289 shares; 2025Q1: 55,257 shares; 2025Q2: 54,332 shares; 2025Q3: 55,961 shares 55,961 $4.19M 0.01% +1,629 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,914 shares; 2024Q4: 51,205 shares; 2025Q1: 89,034 shares; 2025Q2: 103,057 shares; 2025Q3: 130,089 shares 130,089 $4.18M 0.01% +27,032 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,498 shares; 2024Q4: 20,906 shares; 2025Q1: 20,163 shares; 2025Q2: 26,145 shares; 2025Q3: 23,849 shares 23,849 $4.17M 0.01% -2,296 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,962 shares; 2024Q4: 198,551 shares; 2025Q1: 211,578 shares; 2025Q2: 269,380 shares; 2025Q3: 288,521 shares 288,521 $4.17M 0.01% +19,141 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: 146,476 shares; 2024Q4: 152,140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,624 shares 36,624 $4.16M 0.01% new Timeline SPSM 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: 93,696 shares; 2024Q4: 99,048 shares; 2025Q1: 93,486 shares; 2025Q2: 89,451 shares; 2025Q3: 89,684 shares 89,684 $4.15M 0.01% +233 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: 7,844 shares; 2024Q4: 16,389 shares; 2025Q1: 19,796 shares; 2025Q2: 8,200 shares; 2025Q3: 6,351 shares 6,351 $4.12M 0.01% -1,849 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: 11,550 shares; 2024Q4: 10,834 shares; 2025Q1: 11,230 shares; 2025Q2: 11,478 shares; 2025Q3: 11,556 shares 11,556 $4.12M 0.01% +78 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: not reported; 2025Q2: not reported; 2025Q3: 36,693 shares 36,693 $4.12M 0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,045 shares; 2024Q4: 14,286 shares; 2025Q1: 13,838 shares; 2025Q2: 13,890 shares; 2025Q3: 18,463 shares 18,463 $4.12M 0.01% +4,573 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: 80,323 shares; 2024Q4: 79,374 shares; 2025Q1: 73,340 shares; 2025Q2: 73,030 shares; 2025Q3: 65,630 shares 65,630 $4.12M 0.01% -7,400 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,646 shares; 2024Q4: 27,975 shares; 2025Q1: 27,720 shares; 2025Q2: 27,804 shares; 2025Q3: 29,075 shares 29,075 $4.11M 0.01% +1,271 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,997 shares; 2024Q4: 375,229 shares; 2025Q1: 382,023 shares; 2025Q2: 388,746 shares; 2025Q3: 410,423 shares 410,423 $4.11M 0.01% +21,677 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,586 shares; 2024Q4: 60,427 shares; 2025Q1: 60,276 shares; 2025Q2: 72,418 shares; 2025Q3: 94,450 shares 94,450 $4.1M 0.01% +22,032 Timeline SMMD 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: 55,336 shares; 2024Q4: 54,201 shares; 2025Q1: 55,264 shares; 2025Q2: 53,054 shares; 2025Q3: 55,357 shares 55,357 $4.08M 0.01% +2,303 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,635 shares; 2024Q4: 98,317 shares; 2025Q1: 95,215 shares; 2025Q2: 80,137 shares; 2025Q3: 69,456 shares 69,456 $4.08M 0.01% -10,681 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,773 shares; 2025Q2: 73,344 shares; 2025Q3: 77,362 shares 77,362 $4.08M 0.01% +4,018 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: 356,527 shares; 2024Q4: 434,077 shares; 2025Q1: 433,996 shares; 2025Q2: 671,537 shares; 2025Q3: 789,172 shares 789,172 $4.07M 0.01% +117,635 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,978 shares; 2024Q4: 36,147 shares; 2025Q1: 36,651 shares; 2025Q2: 31,214 shares; 2025Q3: 36,526 shares 36,526 $4.06M 0.01% +5,312 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,382 shares; 2024Q4: 175,020 shares; 2025Q1: 189,631 shares; 2025Q2: 189,213 shares; 2025Q3: 210,118 shares 210,118 $4.05M 0.01% +20,905 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: 43,664 shares; 2024Q4: 46,327 shares; 2025Q1: 47,805 shares; 2025Q2: 47,656 shares; 2025Q3: 48,979 shares 48,979 $4.05M 0.01% +1,323 Timeline IAI 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: 821,548 shares; 2024Q4: 765,415 shares; 2025Q1: 46,519 shares; 2025Q2: 27,847 shares; 2025Q3: 22,854 shares 22,854 $4.04M 0.01% -4,993 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,348 shares; 2024Q4: 16,444 shares; 2025Q1: 18,010 shares; 2025Q2: 20,142 shares; 2025Q3: 21,163 shares 21,163 $4.03M 0.01% +1,021 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: 77,413 shares 77,413 $4.02M 0.01% new Timeline MOTI 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: 207,341 shares; 2024Q4: 107,019 shares; 2025Q1: 107,214 shares; 2025Q2: 106,185 shares; 2025Q3: 108,135 shares 108,135 $4.01M 0.01% +1,950 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,660 shares; 2024Q4: 10,948 shares; 2025Q1: 10,684 shares; 2025Q2: 10,278 shares; 2025Q3: 8,930 shares 8,930 $4M 0.01% -1,348 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: 82,805 shares; 2024Q4: 84,347 shares; 2025Q1: 61,972 shares; 2025Q2: 47,954 shares; 2025Q3: 48,174 shares 48,174 $3.98M 0.01% +220 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,468 shares; 2024Q4: 60,366 shares; 2025Q1: 68,385 shares; 2025Q2: 93,563 shares; 2025Q3: 100,403 shares 100,403 $3.98M 0.01% +6,840 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,967 shares; 2024Q4: 64,594 shares; 2025Q1: 63,924 shares; 2025Q2: 80,982 shares; 2025Q3: 77,855 shares 77,855 $3.98M 0.01% -3,127 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,375 shares; 2024Q4: 66,752 shares; 2025Q1: 29,410 shares; 2025Q2: 26,200 shares; 2025Q3: 28,078 shares 28,078 $3.97M 0.01% +1,878 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 8,786 shares; 2025Q1: 9,183 shares; 2025Q2: 13,223 shares; 2025Q3: 17,232 shares 17,232 $3.96M 0.01% +4,009 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,150 shares; 2024Q4: 17,981 shares; 2025Q1: 17,129 shares; 2025Q2: 19,538 shares; 2025Q3: 24,273 shares 24,273 $3.95M 0.01% +4,735 Timeline HYBB 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: 44,836 shares; 2024Q4: 52,704 shares; 2025Q1: 68,861 shares; 2025Q2: 59,879 shares; 2025Q3: 83,228 shares 83,228 $3.94M 0.01% +23,349 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,504 shares; 2024Q4: 33,934 shares; 2025Q1: 33,847 shares; 2025Q2: 32,569 shares; 2025Q3: 30,470 shares 30,470 $3.92M 0.01% -2,099 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,867 shares; 2024Q4: 56,320 shares; 2025Q1: 70,990 shares; 2025Q2: 69,316 shares; 2025Q3: 75,203 shares 75,203 $3.89M 0.01% +5,887 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,340 shares; 2024Q4: 27,627 shares; 2025Q1: 27,448 shares; 2025Q2: 25,988 shares; 2025Q3: 37,204 shares 37,204 $3.89M 0.01% +11,216 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: 22,337 shares; 2024Q4: 21,895 shares; 2025Q1: 20,206 shares; 2025Q2: 19,419 shares; 2025Q3: 19,452 shares 19,452 $3.88M 0.01% +33 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,904 shares; 2024Q4: 195,580 shares; 2025Q1: 309,678 shares; 2025Q2: 301,261 shares; 2025Q3: 331,142 shares 331,142 $3.87M 0.01% +29,881 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,597 shares; 2024Q4: 180,552 shares; 2025Q1: 170,422 shares; 2025Q2: 169,718 shares; 2025Q3: 183,044 shares 183,044 $3.87M 0.01% +13,326 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 232,543 shares; 2025Q1: 238,424 shares; 2025Q2: 43,067 shares; 2025Q3: 57,311 shares 57,311 $3.86M 0.01% +14,244 Timeline BJUL 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: 56,111 shares; 2024Q4: not reported; 2025Q1: 55,960 shares; 2025Q2: 58,927 shares; 2025Q3: 77,372 shares 77,372 $3.84M 0.01% +18,445 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,282 shares; 2024Q4: 48,009 shares; 2025Q1: 47,447 shares; 2025Q2: 45,332 shares; 2025Q3: 43,242 shares 43,242 $3.84M 0.01% -2,090 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: 21,396 shares; 2024Q4: 20,836 shares; 2025Q1: 17,987 shares; 2025Q2: 12,918 shares; 2025Q3: 11,991 shares 11,991 $3.84M 0.01% -927 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: 42,793 shares; 2024Q4: 43,095 shares; 2025Q1: 42,861 shares; 2025Q2: 42,565 shares; 2025Q3: 49,309 shares 49,309 $3.83M 0.01% +6,744 Timeline