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: 126,620 shares; 2024Q4: 95,513 shares; 2025Q1: 87,579 shares; 2025Q2: 93,895 shares; 2025Q3: 113,305 shares 113,305 $7.6M 0.03% +19,410 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 35,661 shares; 2025Q1: 57,498 shares; 2025Q2: 58,697 shares; 2025Q3: 72,945 shares 72,945 $7.54M 0.03% +14,248 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: 35,641 shares; 2024Q4: 23,723 shares; 2025Q1: 53,829 shares; 2025Q2: 61,233 shares; 2025Q3: 148,820 shares 148,820 $7.48M 0.03% +87,587 Timeline IVOG 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: 62,899 shares; 2024Q4: 61,407 shares; 2025Q1: 61,969 shares; 2025Q2: 64,516 shares; 2025Q3: 62,275 shares 62,275 $7.44M 0.03% -2,241 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,386 shares; 2024Q4: 82,059 shares; 2025Q1: 68,840 shares; 2025Q2: 73,694 shares; 2025Q3: 96,696 shares 96,696 $7.42M 0.03% +23,002 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,880 shares; 2025Q1: 73,301 shares; 2025Q2: 91,885 shares; 2025Q3: 99,624 shares 99,624 $7.38M 0.03% +7,739 Timeline GNOV 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: 362,397 shares; 2024Q4: 395,023 shares; 2025Q1: 345,041 shares; 2025Q2: 268,994 shares; 2025Q3: 193,919 shares 193,919 $7.38M 0.03% -75,075 Timeline QJUN 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: 250,126 shares; 2024Q4: 261,567 shares; 2025Q1: 255,037 shares; 2025Q2: 271,798 shares; 2025Q3: 236,415 shares 236,415 $7.35M 0.03% -35,383 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,168 shares; 2024Q4: 127,565 shares; 2025Q1: 152,418 shares; 2025Q2: 111,563 shares; 2025Q3: 156,687 shares 156,687 $7.35M 0.03% +45,124 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,338 shares; 2024Q4: 44,760 shares; 2025Q1: 39,598 shares; 2025Q2: 43,444 shares; 2025Q3: 50,072 shares 50,072 $7.33M 0.03% +6,628 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,478 shares; 2024Q4: 274,234 shares; 2025Q1: 234,006 shares; 2025Q2: 201,113 shares; 2025Q3: 207,491 shares 207,491 $7.3M 0.03% +6,378 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,836 shares; 2024Q4: 71,138 shares; 2025Q1: 70,516 shares; 2025Q2: 73,517 shares; 2025Q3: 72,236 shares 72,236 $7.28M 0.03% -1,281 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: 538,829 shares; 2024Q4: 498,755 shares; 2025Q1: 232,077 shares; 2025Q2: 219,408 shares; 2025Q3: 163,598 shares 163,598 $7.27M 0.03% -55,810 Timeline XLY 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: 53,380 shares; 2024Q4: 52,116 shares; 2025Q1: 52,346 shares; 2025Q2: 32,085 shares; 2025Q3: 30,105 shares 30,105 $7.21M 0.03% -1,980 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 10,177 shares; 2025Q1: 10,371 shares; 2025Q2: 10,563 shares; 2025Q3: 10,562 shares 10,562 $7.21M 0.03% -1 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,390 shares; 2024Q4: 80,128 shares; 2025Q1: 86,770 shares; 2025Q2: 78,024 shares; 2025Q3: 95,634 shares 95,634 $7.21M 0.03% +17,610 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,823 shares; 2024Q4: 14,989 shares; 2025Q1: 14,986 shares; 2025Q2: 15,928 shares; 2025Q3: 17,341 shares 17,341 $7.19M 0.03% +1,413 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: 20,493 shares; 2024Q4: 19,226 shares; 2025Q1: 18,403 shares; 2025Q2: 19,769 shares; 2025Q3: 20,003 shares 20,003 $7.13M 0.03% +234 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,066 shares; 2024Q4: 75,717 shares; 2025Q1: 71,633 shares; 2025Q2: 75,309 shares; 2025Q3: 120,317 shares 120,317 $7.13M 0.03% +45,008 DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,878 shares; 2024Q4: 178,756 shares; 2025Q1: 153,678 shares; 2025Q2: 167,984 shares; 2025Q3: 188,374 shares 188,374 $7.11M 0.03% +20,390 Timeline FSEP 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: 141,813 shares; 2024Q4: 167,643 shares; 2025Q1: 163,001 shares; 2025Q2: 143,410 shares; 2025Q3: 139,729 shares 139,729 $7.06M 0.03% -3,681 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,071 shares; 2024Q4: 49,831 shares; 2025Q1: 25,602 shares; 2025Q2: 26,979 shares; 2025Q3: 53,417 shares 53,417 $7.01M 0.03% +26,438 Timeline XSEP 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: 176,837 shares; 2024Q4: 195,072 shares; 2025Q1: 187,121 shares; 2025Q2: 188,579 shares; 2025Q3: 167,923 shares 167,923 $6.98M 0.03% -20,656 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,362 shares; 2024Q4: 101,666 shares; 2025Q1: 104,841 shares; 2025Q2: 105,263 shares; 2025Q3: 116,937 shares 116,937 $6.98M 0.03% +11,674 Timeline FJUN 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: 111,618 shares; 2024Q4: 114,230 shares; 2025Q1: 108,868 shares; 2025Q2: 111,850 shares; 2025Q3: 124,345 shares 124,345 $6.96M 0.03% +12,495 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: 126,912 shares; 2024Q4: 85,854 shares; 2025Q1: 115,086 shares; 2025Q2: 121,195 shares; 2025Q3: 146,796 shares 146,796 $6.94M 0.03% +25,601 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: 116,530 shares; 2024Q4: 156,692 shares; 2025Q1: 148,376 shares; 2025Q2: 113,077 shares; 2025Q3: 99,442 shares 99,442 $6.93M 0.03% -13,635 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: 56,200 shares; 2024Q4: 88,414 shares; 2025Q1: 107,881 shares; 2025Q2: 114,233 shares; 2025Q3: 140,558 shares 140,558 $6.92M 0.03% +26,325 Timeline CGCP 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: 864,189 shares; 2024Q4: 261,950 shares; 2025Q1: 229,328 shares; 2025Q2: 283,877 shares; 2025Q3: 304,393 shares 304,393 $6.92M 0.03% +20,516 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,680 shares; 2024Q4: 103,768 shares; 2025Q1: 87,644 shares; 2025Q2: 73,195 shares; 2025Q3: 80,077 shares 80,077 $6.91M 0.03% +6,882 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,461 shares; 2024Q4: 269,033 shares; 2025Q1: 315,721 shares; 2025Q2: 351,065 shares; 2025Q3: 355,493 shares 355,493 $6.91M 0.03% +4,428 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: 17,191 shares; 2024Q4: 15,566 shares; 2025Q1: 18,571 shares; 2025Q2: 22,548 shares; 2025Q3: 27,984 shares 27,984 $6.89M 0.03% +5,436 Timeline FFEB 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: 144,085 shares; 2024Q4: 129,812 shares; 2025Q1: 119,407 shares; 2025Q2: 127,654 shares; 2025Q3: 123,651 shares 123,651 $6.82M 0.03% -4,003 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: 129,286 shares; 2024Q4: 151,179 shares; 2025Q1: 147,803 shares; 2025Q2: 148,035 shares; 2025Q3: 141,066 shares 141,066 $6.8M 0.03% -6,969 Timeline FELV 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: 312,165 shares; 2024Q4: 319,755 shares; 2025Q1: 291,151 shares; 2025Q2: 163,451 shares; 2025Q3: 202,460 shares 202,460 $6.79M 0.03% +39,009 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,310 shares; 2024Q4: 359,012 shares; 2025Q1: 307,862 shares; 2025Q2: 268,546 shares; 2025Q3: 272,649 shares 272,649 $6.78M 0.03% +4,103 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,735 shares; 2024Q4: 73,075 shares; 2025Q1: 71,595 shares; 2025Q2: 97,424 shares; 2025Q3: 93,961 shares 93,961 $6.76M 0.03% -3,463 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,736 shares; 2024Q4: 198,580 shares; 2025Q1: 208,057 shares; 2025Q2: 201,676 shares; 2025Q3: 186,869 shares 186,869 $6.75M 0.03% -14,807 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: 12,662 shares; 2024Q4: 12,267 shares; 2025Q1: 11,963 shares; 2025Q2: 11,659 shares; 2025Q3: 30,877 shares 30,877 $6.73M 0.03% +19,218 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,721 shares; 2024Q4: 135,563 shares; 2025Q1: 140,289 shares; 2025Q2: 190,758 shares; 2025Q3: 199,391 shares 199,391 $6.72M 0.03% +8,633 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: 99,188 shares; 2024Q4: 109,600 shares; 2025Q1: 163,040 shares; 2025Q2: 177,015 shares; 2025Q3: 136,086 shares 136,086 $6.71M 0.03% -40,929 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,830 shares; 2024Q4: 158,471 shares; 2025Q1: 148,511 shares; 2025Q2: 178,623 shares; 2025Q3: 171,813 shares 171,813 $6.68M 0.03% -6,810 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,709 shares; 2024Q4: 58,808 shares; 2025Q1: 61,342 shares; 2025Q2: 61,247 shares; 2025Q3: 66,168 shares 66,168 $6.65M 0.03% +4,921 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,335 shares; 2025Q3: 247,983 shares 247,983 $6.65M 0.03% +181,648 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 7,817 shares; 2025Q1: 7,295 shares; 2025Q2: 7,475 shares; 2025Q3: 6,955 shares 6,955 $6.64M 0.03% -520 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: 69,481 shares; 2024Q4: 70,641 shares; 2025Q1: 62,471 shares; 2025Q2: 60,313 shares; 2025Q3: 58,715 shares 58,715 $6.6M 0.03% -1,598 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,743 shares; 2024Q4: 114,489 shares; 2025Q1: 110,042 shares; 2025Q2: 106,068 shares; 2025Q3: 107,538 shares 107,538 $6.58M 0.03% +1,470 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,950 shares; 2024Q4: 29,018 shares; 2025Q1: 34,192 shares; 2025Q2: 47,237 shares; 2025Q3: 52,209 shares 52,209 $6.58M 0.03% +4,972 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: 56,782 shares; 2024Q4: 69,567 shares; 2025Q1: 65,769 shares; 2025Q2: 75,901 shares; 2025Q3: 91,462 shares 91,462 $6.54M 0.03% +15,561 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: 40,813 shares; 2024Q4: 31,941 shares; 2025Q1: 28,662 shares; 2025Q2: 31,910 shares; 2025Q3: 29,218 shares 29,218 $6.51M 0.03% -2,692 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,117 shares; 2024Q4: 86,634 shares; 2025Q1: 75,051 shares; 2025Q2: 55,547 shares; 2025Q3: 58,630 shares 58,630 $6.51M 0.03% +3,083 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: 177,170 shares; 2024Q4: 223,697 shares; 2025Q1: 225,569 shares; 2025Q2: 249,063 shares; 2025Q3: 248,033 shares 248,033 $6.51M 0.03% -1,030 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: 114,037 shares; 2025Q2: 120,256 shares; 2025Q3: 141,022 shares 141,022 $6.5M 0.03% +20,766 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,557 shares; 2025Q1: 104,362 shares; 2025Q2: 118,065 shares; 2025Q3: 129,927 shares 129,927 $6.49M 0.03% +11,862 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 7,202 shares; 2025Q1: 6,733 shares; 2025Q2: 6,058 shares; 2025Q3: 6,016 shares 6,016 $6.49M 0.03% -42 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,768 shares; 2024Q4: 42,612 shares; 2025Q1: 45,643 shares; 2025Q2: 93,213 shares; 2025Q3: 132,428 shares 132,428 $6.47M 0.03% +39,215 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: 57,410 shares; 2024Q4: 60,816 shares; 2025Q1: 60,590 shares; 2025Q2: 62,002 shares; 2025Q3: 62,386 shares 62,386 $6.46M 0.03% +384 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: 161,154 shares; 2024Q4: 158,627 shares; 2025Q1: 156,308 shares; 2025Q2: 173,104 shares; 2025Q3: 159,522 shares 159,522 $6.4M 0.03% -13,582 Timeline GMAY 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: 125,772 shares; 2024Q4: 128,520 shares; 2025Q1: 119,335 shares; 2025Q2: 169,304 shares; 2025Q3: 157,535 shares 157,535 $6.38M 0.03% -11,769 Timeline DDWM 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: 53,308 shares; 2024Q4: 66,936 shares; 2025Q1: 61,688 shares; 2025Q2: 103,008 shares; 2025Q3: 152,207 shares 152,207 $6.36M 0.03% +49,199 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,355 shares; 2024Q4: 27,842 shares; 2025Q1: 26,736 shares; 2025Q2: 26,101 shares; 2025Q3: 24,383 shares 24,383 $6.35M 0.03% -1,718 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,287 shares; 2024Q4: 27,622 shares; 2025Q1: 24,381 shares; 2025Q2: 19,301 shares; 2025Q3: 25,827 shares 25,827 $6.35M 0.03% +6,526 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,035 shares; 2024Q4: 17,858 shares; 2025Q1: 17,775 shares; 2025Q2: 17,464 shares; 2025Q3: 23,165 shares 23,165 $6.34M 0.03% +5,701 Timeline FIDU 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: 42,116 shares; 2024Q4: 52,860 shares; 2025Q1: 74,938 shares; 2025Q2: 75,899 shares; 2025Q3: 77,390 shares 77,390 $6.34M 0.03% +1,491 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,644 shares; 2024Q4: 265,993 shares; 2025Q1: 223,403 shares; 2025Q2: 175,293 shares; 2025Q3: 244,567 shares 244,567 $6.33M 0.03% +69,274 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 47,923 shares; 2025Q1: 56,276 shares; 2025Q2: 85,650 shares; 2025Q3: 92,099 shares 92,099 $6.32M 0.03% +6,449 Timeline TAXF 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: 70,698 shares; 2024Q4: 81,706 shares; 2025Q1: 110,654 shares; 2025Q2: 118,253 shares; 2025Q3: 125,132 shares 125,132 $6.29M 0.03% +6,879 Timeline IEI 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: 50,886 shares; 2024Q4: 54,629 shares; 2025Q1: 63,351 shares; 2025Q2: 53,191 shares; 2025Q3: 52,568 shares 52,568 $6.28M 0.03% -623 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 16,970 shares; 2025Q1: 22,318 shares; 2025Q2: 14,496 shares; 2025Q3: 18,610 shares 18,610 $6.28M 0.03% +4,114 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,908 shares; 2024Q4: 25,396 shares; 2025Q1: 32,815 shares; 2025Q2: 58,312 shares; 2025Q3: 60,972 shares 60,972 $6.28M 0.03% +2,660 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: 188,612 shares; 2025Q3: 191,461 shares 191,461 $6.27M 0.03% +2,849 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 32,017 shares; 2025Q1: 38,452 shares; 2025Q2: 114,957 shares; 2025Q3: 191,818 shares 191,818 $6.26M 0.03% +76,861 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,316 shares; 2024Q4: 15,979 shares; 2025Q1: 12,348 shares; 2025Q2: 12,211 shares; 2025Q3: 12,850 shares 12,850 $6.25M 0.03% +639 Timeline XDEC 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: 154,361 shares; 2024Q4: 167,585 shares; 2025Q1: 176,354 shares; 2025Q2: 175,546 shares; 2025Q3: 155,647 shares 155,647 $6.24M 0.03% -19,899 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,276 shares; 2024Q4: 48,682 shares; 2025Q1: 66,274 shares; 2025Q2: 71,151 shares; 2025Q3: 74,633 shares 74,633 $6.21M 0.03% +3,482 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,678 shares; 2024Q4: not reported; 2025Q1: 4,556 shares; 2025Q2: 7,610 shares; 2025Q3: 118,384 shares 118,384 $6.19M 0.03% +110,774 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,324 shares; 2024Q4: 64,877 shares; 2025Q1: 63,327 shares; 2025Q2: 61,944 shares; 2025Q3: 56,694 shares 56,694 $6.18M 0.03% -5,250 Timeline XMAR 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: 158,093 shares; 2024Q4: 159,723 shares; 2025Q1: 178,504 shares; 2025Q2: 188,787 shares; 2025Q3: 156,831 shares 156,831 $6.15M 0.03% -31,956 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,901 shares; 2024Q4: 200,299 shares; 2025Q1: 198,899 shares; 2025Q2: 202,451 shares; 2025Q3: 188,622 shares 188,622 $6.15M 0.03% -13,829 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,649 shares; 2024Q4: 73,047 shares; 2025Q1: 63,543 shares; 2025Q2: 65,408 shares; 2025Q3: 62,157 shares 62,157 $6.13M 0.03% -3,251 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: 316,639 shares; 2024Q4: 173,981 shares; 2025Q1: 140,157 shares; 2025Q2: 182,762 shares; 2025Q3: 133,711 shares 133,711 $6.12M 0.03% -49,051 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,264 shares; 2024Q4: 72,670 shares; 2025Q1: 72,501 shares; 2025Q2: 75,568 shares; 2025Q3: 110,169 shares 110,169 $6.11M 0.03% +34,601 Timeline SFLR 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: 96,484 shares; 2024Q4: 110,082 shares; 2025Q1: 115,226 shares; 2025Q2: 189,007 shares; 2025Q3: 169,365 shares 169,365 $6.1M 0.03% -19,642 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: 7,258 shares; 2024Q4: 8,029 shares; 2025Q1: 7,680 shares; 2025Q2: 8,590 shares; 2025Q3: 10,749 shares 10,749 $6.08M 0.03% +2,159 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 7,498 shares; 2025Q1: 5,824 shares; 2025Q2: 7,267 shares; 2025Q3: 8,451 shares 8,451 $6.07M 0.03% +1,184 Timeline VTWO 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: 49,186 shares; 2024Q4: 73,364 shares; 2025Q1: 74,634 shares; 2025Q2: 68,750 shares; 2025Q3: 61,900 shares 61,900 $6.06M 0.03% -6,850 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 3,530 shares; 2025Q1: 3,813 shares; 2025Q2: 56,606 shares; 2025Q3: 56,123 shares 56,123 $6.05M 0.03% -483 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,419 shares; 2024Q4: 84,797 shares; 2025Q1: 81,475 shares; 2025Q2: 82,170 shares; 2025Q3: 96,555 shares 96,555 $6.03M 0.03% +14,385 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: 125,229 shares; 2024Q4: 138,968 shares; 2025Q1: 156,530 shares; 2025Q2: 126,696 shares; 2025Q3: 108,252 shares 108,252 $6.01M 0.03% -18,444 Timeline FMAY 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: 88,592 shares; 2024Q4: 87,853 shares; 2025Q1: 83,104 shares; 2025Q2: 104,042 shares; 2025Q3: 114,903 shares 114,903 $6M 0.03% +10,861 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,354 shares; 2024Q4: 125,106 shares; 2025Q1: 103,683 shares; 2025Q2: 101,957 shares; 2025Q3: 98,369 shares 98,369 $6M 0.03% -3,588 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,290 shares; 2024Q4: 15,434 shares; 2025Q1: 16,091 shares; 2025Q2: 14,682 shares; 2025Q3: 110,943 shares 110,943 $5.97M 0.03% +96,261 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: 41,303 shares; 2024Q4: 54,446 shares; 2025Q1: 50,757 shares; 2025Q2: 56,557 shares; 2025Q3: 53,183 shares 53,183 $5.95M 0.03% -3,374 Timeline FSTA 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: 109,522 shares; 2024Q4: 110,242 shares; 2025Q1: 112,517 shares; 2025Q2: 117,859 shares; 2025Q3: 119,132 shares 119,132 $5.94M 0.03% +1,273 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,374 shares; 2025Q1: 36,626 shares; 2025Q2: 136,471 shares; 2025Q3: 123,785 shares 123,785 $5.93M 0.03% -12,686 Timeline GDXJ 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: 11,445 shares; 2024Q4: 57,836 shares; 2025Q1: 73,748 shares; 2025Q2: 71,429 shares; 2025Q3: 59,639 shares 59,639 $5.91M 0.03% -11,790 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,914 shares; 2024Q4: 57,179 shares; 2025Q1: 46,991 shares; 2025Q2: 45,734 shares; 2025Q3: 46,111 shares 46,111 $5.9M 0.03% +377 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: 97,153 shares; 2024Q4: 104,792 shares; 2025Q1: 101,372 shares; 2025Q2: 109,736 shares; 2025Q3: 130,972 shares 130,972 $5.9M 0.03% +21,236 Timeline JMEE 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: 50,029 shares; 2024Q4: 63,640 shares; 2025Q1: 80,724 shares; 2025Q2: 96,831 shares; 2025Q3: 92,856 shares 92,856 $5.89M 0.03% -3,975 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,054 shares; 2024Q4: 82,160 shares; 2025Q1: 80,535 shares; 2025Q2: 86,021 shares; 2025Q3: 91,469 shares 91,469 $5.89M 0.03% +5,448 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: 73,270 shares; 2024Q4: 76,307 shares; 2025Q1: 69,755 shares; 2025Q2: 64,659 shares; 2025Q3: 52,899 shares 52,899 $5.88M 0.03% -11,760 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,027 shares; 2024Q4: 226,953 shares; 2025Q1: 172,121 shares; 2025Q2: 109,455 shares; 2025Q3: 100,981 shares 100,981 $5.88M 0.03% -8,474 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: 48,200 shares; 2024Q4: 51,126 shares; 2025Q1: 85,900 shares; 2025Q2: 130,395 shares; 2025Q3: 126,287 shares 126,287 $5.88M 0.03% -4,108 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: 203,112 shares; 2024Q4: 123,518 shares; 2025Q1: 124,066 shares; 2025Q2: 123,815 shares; 2025Q3: 131,806 shares 131,806 $5.88M 0.03% +7,991 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: 8,387 shares; 2024Q4: 28,356 shares; 2025Q1: 26,295 shares; 2025Q2: 26,944 shares; 2025Q3: 33,851 shares 33,851 $5.85M 0.03% +6,907 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,765 shares; 2024Q4: 73,837 shares; 2025Q1: 79,650 shares; 2025Q2: 76,050 shares; 2025Q3: 70,847 shares 70,847 $5.83M 0.03% -5,203 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: 410,859 shares; 2024Q4: 227,461 shares; 2025Q1: 192,479 shares; 2025Q2: 194,258 shares; 2025Q3: 151,779 shares 151,779 $5.82M 0.03% -42,479 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: 129,441 shares; 2024Q4: 139,771 shares; 2025Q1: 156,282 shares; 2025Q2: 116,443 shares; 2025Q3: 149,109 shares 149,109 $5.81M 0.03% +32,666 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,900 shares; 2024Q4: 115,171 shares; 2025Q1: 114,845 shares; 2025Q2: 116,581 shares; 2025Q3: 115,130 shares 115,130 $5.8M 0.03% -1,451 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,716 shares; 2024Q4: 693,870 shares; 2025Q1: 467,783 shares; 2025Q2: 418,467 shares; 2025Q3: 125,929 shares 125,929 $5.8M 0.03% -292,538 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,644 shares; 2024Q4: 18,478 shares; 2025Q1: 18,480 shares; 2025Q2: 20,313 shares; 2025Q3: 30,878 shares 30,878 $5.78M 0.03% +10,565 Timeline PJUN 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: 132,159 shares; 2024Q4: 159,935 shares; 2025Q1: 125,914 shares; 2025Q2: 171,760 shares; 2025Q3: 139,693 shares 139,693 $5.75M 0.03% -32,067 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: 47,656 shares; 2024Q4: 45,571 shares; 2025Q1: 42,554 shares; 2025Q2: 46,929 shares; 2025Q3: 41,630 shares 41,630 $5.74M 0.03% -5,299 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: 26,824 shares; 2024Q4: 43,121 shares; 2025Q1: 44,092 shares; 2025Q2: 49,086 shares; 2025Q3: 53,403 shares 53,403 $5.7M 0.03% +4,317 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,636 shares; 2024Q4: 84,648 shares; 2025Q1: 74,538 shares; 2025Q2: 107,098 shares; 2025Q3: 63,568 shares 63,568 $5.7M 0.03% -43,530 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,638 shares; 2024Q4: 163,100 shares; 2025Q1: 8,248 shares; 2025Q2: 10,790 shares; 2025Q3: 170,849 shares 170,849 $5.7M 0.03% +160,059 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 34,955 shares; 2025Q1: 36,059 shares; 2025Q2: 34,345 shares; 2025Q3: 44,912 shares 44,912 $5.69M 0.03% +10,567 Timeline DJAN 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: 93,835 shares; 2024Q4: 95,884 shares; 2025Q1: 147,947 shares; 2025Q2: 138,341 shares; 2025Q3: 134,876 shares 134,876 $5.68M 0.03% -3,465 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,057 shares; 2024Q4: 150,802 shares; 2025Q1: 185,796 shares; 2025Q2: 180,658 shares; 2025Q3: 143,330 shares 143,330 $5.68M 0.03% -37,328 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,568 shares; 2025Q3: 166,080 shares 166,080 $5.67M 0.03% +91,512 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: 42,204 shares; 2024Q4: 37,474 shares; 2025Q1: 38,177 shares; 2025Q2: 42,008 shares; 2025Q3: 39,252 shares 39,252 $5.67M 0.03% -2,756 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,608 shares; 2024Q4: 38,345 shares; 2025Q1: 28,130 shares; 2025Q2: 30,924 shares; 2025Q3: 45,626 shares 45,626 $5.65M 0.03% +14,702 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 16,258 shares; 2025Q1: 13,210 shares; 2025Q2: 14,358 shares; 2025Q3: 14,391 shares 14,391 $5.64M 0.03% +33 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 13,697 shares; 2025Q1: 46,058 shares; 2025Q2: 59,235 shares; 2025Q3: 70,248 shares 70,248 $5.63M 0.03% +11,013 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,948 shares 83,948 $5.63M 0.03% new Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,759 shares; 2024Q4: 74,378 shares; 2025Q1: 79,277 shares; 2025Q2: 84,687 shares; 2025Q3: 100,534 shares 100,534 $5.59M 0.03% +15,847 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: 65,242 shares; 2024Q4: 69,525 shares; 2025Q1: 78,851 shares; 2025Q2: 80,283 shares; 2025Q3: 82,775 shares 82,775 $5.58M 0.03% +2,492 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 18,461 shares; 2025Q1: 37,179 shares; 2025Q2: 54,839 shares; 2025Q3: 85,809 shares 85,809 $5.58M 0.03% +30,970 Timeline VTWV 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: 34,916 shares; 2024Q4: 34,463 shares; 2025Q1: 34,851 shares; 2025Q2: 35,611 shares; 2025Q3: 35,759 shares 35,759 $5.57M 0.03% +148 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,128 shares; 2024Q4: 31,804 shares; 2025Q1: 31,849 shares; 2025Q2: 28,295 shares; 2025Q3: 28,950 shares 28,950 $5.57M 0.03% +655 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: 22,847 shares; 2024Q4: 24,433 shares; 2025Q1: 26,792 shares; 2025Q2: 27,258 shares; 2025Q3: 25,829 shares 25,829 $5.54M 0.03% -1,429 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: 17,804 shares; 2024Q4: 19,668 shares; 2025Q1: 19,206 shares; 2025Q2: 17,537 shares; 2025Q3: 17,103 shares 17,103 $5.53M 0.03% -434 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,887 shares; 2024Q4: 20,247 shares; 2025Q1: 18,665 shares; 2025Q2: 19,277 shares; 2025Q3: 18,407 shares 18,407 $5.53M 0.03% -870 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,310 shares; 2024Q4: 35,893 shares; 2025Q1: 26,314 shares; 2025Q2: 44,924 shares; 2025Q3: 48,028 shares 48,028 $5.52M 0.03% +3,104 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,404 shares; 2024Q4: 153,229 shares; 2025Q1: 223,931 shares; 2025Q2: 223,158 shares; 2025Q3: 213,573 shares 213,573 $5.47M 0.03% -9,585 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: 210,971 shares; 2024Q4: 228,831 shares; 2025Q1: 232,084 shares; 2025Q2: 265,480 shares; 2025Q3: 257,298 shares 257,298 $5.46M 0.02% -8,182 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,836 shares; 2025Q1: 29,496 shares; 2025Q2: 37,892 shares; 2025Q3: 182,429 shares 182,429 $5.43M 0.02% +144,537 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,754 shares; 2024Q4: 45,855 shares; 2025Q1: 49,750 shares; 2025Q2: 55,885 shares; 2025Q3: 64,158 shares 64,158 $5.43M 0.02% +8,273 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,806 shares; 2024Q4: 54,068 shares; 2025Q1: 50,001 shares; 2025Q2: 60,480 shares; 2025Q3: 52,690 shares 52,690 $5.43M 0.02% -7,790 Timeline DOL 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: 17,116 shares; 2024Q4: 21,431 shares; 2025Q1: 31,840 shares; 2025Q2: 53,056 shares; 2025Q3: 87,098 shares 87,098 $5.42M 0.02% +34,042 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,124 shares; 2025Q1: 79,590 shares; 2025Q2: 108,077 shares; 2025Q3: 106,931 shares 106,931 $5.41M 0.02% -1,146 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,989 shares; 2024Q4: 109,280 shares; 2025Q1: 109,382 shares; 2025Q2: 105,168 shares; 2025Q3: 99,782 shares 99,782 $5.4M 0.02% -5,386 Timeline GOCT 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: 69,302 shares; 2024Q4: 166,773 shares; 2025Q1: 158,569 shares; 2025Q2: 150,765 shares; 2025Q3: 139,340 shares 139,340 $5.34M 0.02% -11,425 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: 4,202 shares; 2024Q4: 1,098 shares; 2025Q1: 983 shares; 2025Q2: 955 shares; 2025Q3: 985 shares 985 $5.32M 0.02% +30 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,043 shares; 2024Q4: 18,427 shares; 2025Q1: 17,861 shares; 2025Q2: 36,665 shares; 2025Q3: 39,863 shares 39,863 $5.31M 0.02% +3,198 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 333,570 shares 333,570 $5.31M 0.02% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,992 shares; 2024Q4: 75,333 shares; 2025Q1: 71,872 shares; 2025Q2: 74,704 shares; 2025Q3: 73,602 shares 73,602 $5.31M 0.02% -1,102 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,025 shares; 2025Q1: 26,323 shares; 2025Q2: 117,653 shares; 2025Q3: 136,736 shares 136,736 $5.31M 0.02% +19,083 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: 111,574 shares; 2024Q4: 102,144 shares; 2025Q1: 111,492 shares; 2025Q2: 133,919 shares; 2025Q3: 156,513 shares 156,513 $5.3M 0.02% +22,594 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,753 shares; 2024Q4: 27,692 shares; 2025Q1: 24,482 shares; 2025Q2: 46,104 shares; 2025Q3: 66,378 shares 66,378 $5.3M 0.02% +20,274 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: 115,262 shares; 2024Q4: 156,528 shares; 2025Q1: 150,543 shares; 2025Q2: 166,962 shares; 2025Q3: 199,321 shares 199,321 $5.27M 0.02% +32,359 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: 18,689 shares; 2024Q4: 17,302 shares; 2025Q1: 18,188 shares; 2025Q2: 23,060 shares; 2025Q3: 22,398 shares 22,398 $5.26M 0.02% -662 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,273 shares; 2024Q4: 50,031 shares; 2025Q1: 50,019 shares; 2025Q2: 43,585 shares; 2025Q3: 46,913 shares 46,913 $5.26M 0.02% +3,328 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: 92,446 shares; 2024Q4: 108,053 shares; 2025Q1: 135,674 shares; 2025Q2: 147,987 shares; 2025Q3: 265,313 shares 265,313 $5.25M 0.02% +117,326 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,343 shares; 2024Q4: 144,994 shares; 2025Q1: 145,380 shares; 2025Q2: 129,280 shares; 2025Q3: 127,798 shares 127,798 $5.24M 0.02% -1,482 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,587 shares; 2024Q4: 18,201 shares; 2025Q1: 16,566 shares; 2025Q2: 16,342 shares; 2025Q3: 24,368 shares 24,368 $5.23M 0.02% +8,026 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,467 shares; 2024Q4: 10,657 shares; 2025Q1: 10,937 shares; 2025Q2: 10,902 shares; 2025Q3: 17,126 shares 17,126 $5.23M 0.02% +6,224 Timeline FCG 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: 35,305 shares; 2024Q4: 58,954 shares; 2025Q1: 52,923 shares; 2025Q2: 41,299 shares; 2025Q3: 222,576 shares 222,576 $5.23M 0.02% +181,277 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: 86,818 shares; 2024Q4: 31,626 shares; 2025Q1: 39,751 shares; 2025Q2: 46,932 shares; 2025Q3: 52,358 shares 52,358 $5.21M 0.02% +5,426 Timeline FTSL 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: 83,040 shares; 2024Q4: 79,250 shares; 2025Q1: 75,432 shares; 2025Q2: 95,928 shares; 2025Q3: 113,544 shares 113,544 $5.2M 0.02% +17,616 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: 101,249 shares; 2024Q4: 60,883 shares; 2025Q1: 40,871 shares; 2025Q2: 34,405 shares; 2025Q3: 38,486 shares 38,486 $5.2M 0.02% +4,081 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,422 shares; 2024Q4: 53,132 shares; 2025Q1: 100,588 shares; 2025Q2: 130,041 shares; 2025Q3: 124,773 shares 124,773 $5.19M 0.02% -5,268 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,792 shares; 2025Q2: 124,601 shares; 2025Q3: 136,487 shares 136,487 $5.17M 0.02% +11,886 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: 1,172 shares; 2024Q4: 7,217 shares; 2025Q1: 7,255 shares; 2025Q2: 6,469 shares; 2025Q3: 6,591 shares 6,591 $5.16M 0.02% +122 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: not reported; 2025Q1: 191,852 shares; 2025Q2: 214,308 shares; 2025Q3: 305,051 shares 305,051 $5.15M 0.02% +90,743 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,118 shares; 2024Q4: 135,809 shares; 2025Q1: 126,602 shares; 2025Q2: 142,347 shares; 2025Q3: 159,830 shares 159,830 $5.13M 0.02% +17,483 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 16,477 shares; 2025Q1: 16,558 shares; 2025Q2: 18,966 shares; 2025Q3: 21,771 shares 21,771 $5.12M 0.02% +2,805 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 23,576 shares; 2025Q1: 23,412 shares; 2025Q2: 24,283 shares; 2025Q3: 21,643 shares 21,643 $5.11M 0.02% -2,640 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 34,974 shares; 2025Q1: 39,870 shares; 2025Q2: 51,414 shares; 2025Q3: 109,871 shares 109,871 $5.1M 0.02% +58,457 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,915 shares; 2024Q4: 39,087 shares; 2025Q1: 43,979 shares; 2025Q2: 43,293 shares; 2025Q3: 41,005 shares 41,005 $5.1M 0.02% -2,288 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,803 shares; 2024Q4: 38,519 shares; 2025Q1: 40,179 shares; 2025Q2: 44,304 shares; 2025Q3: 45,283 shares 45,283 $5.06M 0.02% +979 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,898 shares; 2024Q4: 41,073 shares; 2025Q1: 35,761 shares; 2025Q2: 42,177 shares; 2025Q3: 40,194 shares 40,194 $5.06M 0.02% -1,983 Timeline SCHJ 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: not reported; 2024Q4: not reported; 2025Q1: 133,105 shares; 2025Q2: 166,471 shares; 2025Q3: 202,510 shares 202,510 $5.05M 0.02% +36,039 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,460 shares; 2024Q4: 188,633 shares; 2025Q1: 201,485 shares; 2025Q2: 142,308 shares; 2025Q3: 142,205 shares 142,205 $5.05M 0.02% -103 Timeline FDEM 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: 37,369 shares; 2024Q4: 130,321 shares; 2025Q1: 156,436 shares; 2025Q2: 167,069 shares; 2025Q3: 167,508 shares 167,508 $5.04M 0.02% +439 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,778 shares; 2024Q4: 82,759 shares; 2025Q1: 76,916 shares; 2025Q2: 76,939 shares; 2025Q3: 78,873 shares 78,873 $5.03M 0.02% +1,934 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,886 shares; 2024Q4: 182,755 shares; 2025Q1: 174,145 shares; 2025Q2: 177,439 shares; 2025Q3: 174,800 shares 174,800 $5.03M 0.02% -2,639 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 29,239 shares; 2025Q1: 42,235 shares; 2025Q2: 58,517 shares; 2025Q3: 56,925 shares 56,925 $5.02M 0.02% -1,592 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,149 shares; 2024Q4: 92,939 shares; 2025Q1: 77,875 shares; 2025Q2: 100,604 shares; 2025Q3: 99,328 shares 99,328 $5.01M 0.02% -1,276 Timeline DNOV 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: 74,186 shares; 2024Q4: 114,875 shares; 2025Q1: 109,544 shares; 2025Q2: 113,032 shares; 2025Q3: 107,029 shares 107,029 $5.01M 0.02% -6,003 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 38,281 shares; 2025Q1: 64,345 shares; 2025Q2: 67,165 shares; 2025Q3: 102,408 shares 102,408 $4.99M 0.02% +35,243 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,548 shares; 2024Q4: 139,601 shares; 2025Q1: 172,321 shares; 2025Q2: 185,296 shares; 2025Q3: 198,078 shares 198,078 $4.98M 0.02% +12,782 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,072 shares; 2024Q4: 129,420 shares; 2025Q1: 145,405 shares; 2025Q2: 144,865 shares; 2025Q3: 172,091 shares 172,091 $4.97M 0.02% +27,226 Timeline UAUG 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: 346,818 shares; 2024Q4: 165,168 shares; 2025Q1: 139,392 shares; 2025Q2: 137,406 shares; 2025Q3: 126,046 shares 126,046 $4.95M 0.02% -11,360 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,162 shares; 2024Q4: 61,561 shares; 2025Q1: 315,969 shares; 2025Q2: 171,827 shares; 2025Q3: 141,551 shares 141,551 $4.95M 0.02% -30,276 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,762 shares; 2024Q4: 46,770 shares; 2025Q1: 47,596 shares; 2025Q2: 48,091 shares; 2025Q3: 47,631 shares 47,631 $4.94M 0.02% -460 Timeline UDEC 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: 42,185 shares; 2024Q4: 120,584 shares; 2025Q1: 128,086 shares; 2025Q2: 131,319 shares; 2025Q3: 128,162 shares 128,162 $4.92M 0.02% -3,157 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,123 shares; 2024Q4: 293,369 shares; 2025Q1: 171,923 shares; 2025Q2: 191,864 shares; 2025Q3: 186,695 shares 186,695 $4.92M 0.02% -5,169 Timeline IBTP 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: 164,280 shares; 2024Q4: 166,059 shares; 2025Q1: 193,671 shares; 2025Q2: 193,474 shares; 2025Q3: 189,477 shares 189,477 $4.91M 0.02% -3,997 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,212 shares; 2024Q4: 44,369 shares; 2025Q1: 44,868 shares; 2025Q2: 45,491 shares; 2025Q3: 35,409 shares 35,409 $4.91M 0.02% -10,082 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,084 shares; 2024Q4: 70,006 shares; 2025Q1: 114,348 shares; 2025Q2: 173,747 shares; 2025Q3: 181,939 shares 181,939 $4.9M 0.02% +8,192 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,872 shares; 2025Q2: 49,362 shares; 2025Q3: 33,623 shares 33,623 $4.9M 0.02% -15,739 Timeline SPMB 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: 174,789 shares; 2024Q4: 192,720 shares; 2025Q1: 194,725 shares; 2025Q2: 214,625 shares; 2025Q3: 217,518 shares 217,518 $4.88M 0.02% +2,893 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,365 shares 93,365 $4.88M 0.02% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,502 shares; 2024Q4: 54,669 shares; 2025Q1: 161,797 shares; 2025Q2: 235,944 shares; 2025Q3: 254,632 shares 254,632 $4.87M 0.02% +18,688 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: 25,111 shares; 2024Q4: 24,622 shares; 2025Q1: 22,086 shares; 2025Q2: 60,957 shares; 2025Q3: 58,882 shares 58,882 $4.87M 0.02% -2,075 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: 66,301 shares; 2024Q4: 64,922 shares; 2025Q1: 105,896 shares; 2025Q2: 104,232 shares; 2025Q3: 97,043 shares 97,043 $4.87M 0.02% -7,189 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: 120,167 shares; 2024Q4: 12,068 shares; 2025Q1: 13,731 shares; 2025Q2: 11,460 shares; 2025Q3: 114,153 shares 114,153 $4.85M 0.02% +102,693 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: 13,919 shares; 2024Q4: 13,689 shares; 2025Q1: 4,658 shares; 2025Q2: 5,930 shares; 2025Q3: 16,360 shares 16,360 $4.85M 0.02% +10,430 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,991 shares; 2025Q1: 1,908 shares; 2025Q2: 2,011 shares; 2025Q3: 2,071 shares 2,071 $4.84M 0.02% +60 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,892 shares; 2025Q1: 4,205 shares; 2025Q2: 5,058 shares; 2025Q3: 5,157 shares 5,157 $4.81M 0.02% +99 Timeline FESM 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: 24,653 shares; 2024Q4: 35,139 shares; 2025Q1: 38,537 shares; 2025Q2: 85,144 shares; 2025Q3: 131,150 shares 131,150 $4.79M 0.02% +46,006 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: 46,837 shares; 2024Q4: 42,625 shares; 2025Q1: 35,041 shares; 2025Q2: 41,581 shares; 2025Q3: 47,488 shares 47,488 $4.78M 0.02% +5,907 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,257 shares; 2024Q4: 44,370 shares; 2025Q1: 42,738 shares; 2025Q2: 67,387 shares; 2025Q3: 184,698 shares 184,698 $4.77M 0.02% +117,311 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: 755 shares; 2024Q4: 8,827 shares; 2025Q1: 9,026 shares; 2025Q2: 9,091 shares; 2025Q3: 9,092 shares 9,092 $4.76M 0.02% +1 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: 19,810 shares; 2024Q4: 21,511 shares; 2025Q1: 20,641 shares; 2025Q2: 22,547 shares; 2025Q3: 33,175 shares 33,175 $4.75M 0.02% +10,628 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,109 shares; 2024Q4: 442,200 shares; 2025Q1: 464,950 shares; 2025Q2: 486,663 shares; 2025Q3: 408,752 shares 408,752 $4.74M 0.02% -77,911 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,781 shares; 2024Q4: 79,076 shares; 2025Q1: 78,718 shares; 2025Q2: 84,384 shares; 2025Q3: 91,109 shares 91,109 $4.73M 0.02% +6,725 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 7,557 shares; 2025Q1: 7,890 shares; 2025Q2: 10,327 shares; 2025Q3: 16,016 shares 16,016 $4.71M 0.02% +5,689 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,621 shares; 2025Q1: 34,622 shares; 2025Q2: 49,900 shares; 2025Q3: 190,336 shares 190,336 $4.7M 0.02% +140,436 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 16,496 shares; 2025Q1: 22,603 shares; 2025Q2: 27,366 shares; 2025Q3: 28,831 shares 28,831 $4.68M 0.02% +1,465 Timeline PMAY 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: 94,487 shares; 2024Q4: 100,747 shares; 2025Q1: 93,286 shares; 2025Q2: 134,808 shares; 2025Q3: 120,276 shares 120,276 $4.68M 0.02% -14,532 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: 75,137 shares; 2024Q4: 75,287 shares; 2025Q1: 83,986 shares; 2025Q2: 86,478 shares; 2025Q3: 104,516 shares 104,516 $4.66M 0.02% +18,038 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,800 shares; 2025Q1: 80,726 shares; 2025Q2: 98,732 shares; 2025Q3: 91,570 shares 91,570 $4.65M 0.02% -7,162 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,158 shares; 2024Q4: 72,455 shares; 2025Q1: 261,484 shares; 2025Q2: 342,827 shares; 2025Q3: 101,438 shares 101,438 $4.64M 0.02% -241,389 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,498 shares; 2024Q4: 123,854 shares; 2025Q1: 46,391 shares; 2025Q2: 56,934 shares; 2025Q3: 41,492 shares 41,492 $4.63M 0.02% -15,442 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: 238,036 shares; 2024Q4: 208,056 shares; 2025Q1: 211,761 shares; 2025Q2: 219,365 shares; 2025Q3: 220,848 shares 220,848 $4.62M 0.02% +1,483 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,855 shares; 2024Q4: 286,139 shares; 2025Q1: 390,298 shares; 2025Q2: 366,353 shares; 2025Q3: 367,862 shares 367,862 $4.62M 0.02% +1,509 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,530 shares; 2024Q4: 9,980 shares; 2025Q1: 9,977 shares; 2025Q2: 11,349 shares; 2025Q3: 16,934 shares 16,934 $4.62M 0.02% +5,585 Timeline NJAN 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: 83,956 shares; 2024Q4: 119,048 shares; 2025Q1: 90,820 shares; 2025Q2: 137,161 shares; 2025Q3: 86,822 shares 86,822 $4.62M 0.02% -50,339 Timeline IYE 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: 42,230 shares; 2024Q4: 51,491 shares; 2025Q1: 111,394 shares; 2025Q2: 113,236 shares; 2025Q3: 97,098 shares 97,098 $4.61M 0.02% -16,138 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,496 shares; 2024Q4: 154,683 shares; 2025Q1: 152,292 shares; 2025Q2: 152,526 shares; 2025Q3: 120,120 shares 120,120 $4.61M 0.02% -32,406 Timeline ZSEP 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: 62,296 shares; 2024Q4: 57,214 shares; 2025Q1: 51,220 shares; 2025Q2: 51,757 shares; 2025Q3: 173,603 shares 173,603 $4.6M 0.02% +121,846 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: 32,504 shares; 2024Q4: 33,973 shares; 2025Q1: 33,312 shares; 2025Q2: 49,302 shares; 2025Q3: 51,974 shares 51,974 $4.6M 0.02% +2,672 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: 105,933 shares; 2024Q4: 45,131 shares; 2025Q1: 45,044 shares; 2025Q2: 42,576 shares; 2025Q3: 35,493 shares 35,493 $4.58M 0.02% -7,083 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: 66,113 shares; 2024Q4: 73,298 shares; 2025Q1: 69,821 shares; 2025Q2: 95,107 shares; 2025Q3: 115,295 shares 115,295 $4.57M 0.02% +20,188 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: 5,418 shares; 2024Q4: 5,750 shares; 2025Q1: 5,866 shares; 2025Q2: 6,294 shares; 2025Q3: 9,159 shares 9,159 $4.57M 0.02% +2,865 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,788 shares; 2025Q3: 87,444 shares 87,444 $4.57M 0.02% +62,656 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,760 shares; 2025Q1: 217,412 shares; 2025Q2: 225,412 shares; 2025Q3: 199,024 shares 199,024 $4.57M 0.02% -26,388 Timeline RSPN 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: 221,914 shares; 2024Q4: 218,344 shares; 2025Q1: 220,939 shares; 2025Q2: 85,653 shares; 2025Q3: 81,162 shares 81,162 $4.55M 0.02% -4,491 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: 27,141 shares; 2024Q4: 31,353 shares; 2025Q1: 13,917 shares; 2025Q2: 19,865 shares; 2025Q3: 23,858 shares 23,858 $4.52M 0.02% +3,993 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 9,759 shares; 2025Q1: 9,264 shares; 2025Q2: 9,937 shares; 2025Q3: 9,192 shares 9,192 $4.52M 0.02% -745 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,814 shares; 2024Q4: 89,184 shares; 2025Q1: 102,638 shares; 2025Q2: 207,794 shares; 2025Q3: 130,243 shares 130,243 $4.51M 0.02% -77,551 Timeline UAE 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: 240,587 shares; 2025Q3: 238,879 shares 238,879 $4.51M 0.02% -1,708 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,662 shares; 2024Q4: 63,647 shares; 2025Q1: 62,071 shares; 2025Q2: 31,514 shares; 2025Q3: 43,904 shares 43,904 $4.51M 0.02% +12,390 Timeline NTSX 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: 47,723 shares; 2024Q4: 76,028 shares; 2025Q1: 84,378 shares; 2025Q2: 93,820 shares; 2025Q3: 83,431 shares 83,431 $4.5M 0.02% -10,389 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,115 shares; 2024Q4: 45,283 shares; 2025Q1: 34,158 shares; 2025Q2: 61,251 shares; 2025Q3: 43,183 shares 43,183 $4.46M 0.02% -18,068 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,025 shares; 2024Q4: 72,186 shares; 2025Q1: 78,973 shares; 2025Q2: 86,452 shares; 2025Q3: 88,220 shares 88,220 $4.45M 0.02% +1,768 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: 20,768 shares; 2024Q4: 26,731 shares; 2025Q1: 37,851 shares; 2025Q2: 41,760 shares; 2025Q3: 40,284 shares 40,284 $4.45M 0.02% -1,476 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,962 shares; 2024Q4: 611,891 shares; 2025Q1: 617,606 shares; 2025Q2: 187,200 shares; 2025Q3: 140,727 shares 140,727 $4.45M 0.02% -46,473 Timeline AVDV 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: 22,185 shares; 2024Q4: 26,879 shares; 2025Q1: 22,658 shares; 2025Q2: 30,077 shares; 2025Q3: 49,921 shares 49,921 $4.44M 0.02% +19,844 Timeline DJUL 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: 103,036 shares; 2024Q4: 105,252 shares; 2025Q1: 93,018 shares; 2025Q2: 91,757 shares; 2025Q3: 94,815 shares 94,815 $4.43M 0.02% +3,058 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,481 shares; 2024Q4: 24,713 shares; 2025Q1: 25,223 shares; 2025Q2: 26,962 shares; 2025Q3: 40,248 shares 40,248 $4.43M 0.02% +13,286 Timeline GFEB 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: 102,199 shares; 2024Q4: 88,903 shares; 2025Q1: 115,375 shares; 2025Q2: 136,371 shares; 2025Q3: 108,997 shares 108,997 $4.42M 0.02% -27,374 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 12,170 shares; 2025Q1: 5,797 shares; 2025Q2: 3,370 shares; 2025Q3: 11,139 shares 11,139 $4.41M 0.02% +7,769 Timeline FJUL 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: 82,908 shares; 2024Q4: 84,475 shares; 2025Q1: 78,489 shares; 2025Q2: 80,136 shares; 2025Q3: 80,612 shares 80,612 $4.41M 0.02% +476 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,092 shares; 2024Q4: 67,161 shares; 2025Q1: 67,950 shares; 2025Q2: 73,131 shares; 2025Q3: 95,026 shares 95,026 $4.41M 0.02% +21,895 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,591 shares; 2025Q1: 3,563 shares; 2025Q2: 3,674 shares; 2025Q3: 3,437 shares 3,437 $4.4M 0.02% -237 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: 3,483 shares; 2024Q4: 3,536 shares; 2025Q1: 3,898 shares; 2025Q2: 4,479 shares; 2025Q3: 5,329 shares 5,329 $4.4M 0.02% +850 Timeline DAUG 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: 76,902 shares; 2024Q4: 81,046 shares; 2025Q1: 67,955 shares; 2025Q2: 76,340 shares; 2025Q3: 100,696 shares 100,696 $4.39M 0.02% +24,356 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,103 shares; 2024Q4: 173,385 shares; 2025Q1: 128,815 shares; 2025Q2: 136,229 shares; 2025Q3: 148,056 shares 148,056 $4.39M 0.02% +11,827 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 14,514 shares; 2025Q1: 13,478 shares; 2025Q2: 8,234 shares; 2025Q3: 9,590 shares 9,590 $4.39M 0.02% +1,356 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,321 shares; 2024Q4: 14,342 shares; 2025Q1: 14,399 shares; 2025Q2: 14,132 shares; 2025Q3: 14,017 shares 14,017 $4.38M 0.02% -115 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: 48,267 shares; 2024Q4: 49,920 shares; 2025Q1: 47,699 shares; 2025Q2: 53,547 shares; 2025Q3: 54,256 shares 54,256 $4.38M 0.02% +709 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,804 shares; 2024Q4: 99,355 shares; 2025Q1: 131,685 shares; 2025Q2: 143,445 shares; 2025Q3: 165,277 shares 165,277 $4.37M 0.02% +21,832 Timeline PALC 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: 87,488 shares; 2024Q4: 91,060 shares; 2025Q1: 89,029 shares; 2025Q2: 88,394 shares; 2025Q3: 84,411 shares 84,411 $4.37M 0.02% -3,983 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 46,052 shares; 2025Q1: 12,970 shares; 2025Q2: 45,013 shares; 2025Q3: 14,101 shares 14,101 $4.37M 0.02% -30,912 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,339 shares; 2024Q4: 16,750 shares; 2025Q1: 14,676 shares; 2025Q2: 16,729 shares; 2025Q3: 15,115 shares 15,115 $4.36M 0.02% -1,614 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: 27,911 shares; 2024Q4: 40,934 shares; 2025Q1: 44,715 shares; 2025Q2: 51,523 shares; 2025Q3: 53,331 shares 53,331 $4.35M 0.02% +1,808 Timeline BSCR 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: 714,782 shares; 2024Q4: 197,730 shares; 2025Q1: 186,931 shares; 2025Q2: 196,108 shares; 2025Q3: 220,615 shares 220,615 $4.35M 0.02% +24,507 Timeline WTAI 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: 147,225 shares; 2024Q4: 148,632 shares; 2025Q1: 148,413 shares; 2025Q2: 140,036 shares; 2025Q3: 151,563 shares 151,563 $4.33M 0.02% +11,527 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,714 shares; 2024Q4: 46,450 shares; 2025Q1: 48,647 shares; 2025Q2: 54,199 shares; 2025Q3: 55,829 shares 55,829 $4.33M 0.02% +1,630 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,079 shares; 2024Q4: 30,582 shares; 2025Q1: 16,240 shares; 2025Q2: 17,420 shares; 2025Q3: 14,441 shares 14,441 $4.33M 0.02% -2,979 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,031 shares; 2024Q4: 221,936 shares; 2025Q1: 192,736 shares; 2025Q2: 193,331 shares; 2025Q3: 299,152 shares 299,152 $4.32M 0.02% +105,821 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 8,974 shares; 2025Q1: 4,031 shares; 2025Q2: 7,776 shares; 2025Q3: 14,957 shares 14,957 $4.31M 0.02% +7,181 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,178 shares; 2024Q4: 54,173 shares; 2025Q1: 38,506 shares; 2025Q2: 50,493 shares; 2025Q3: 41,715 shares 41,715 $4.31M 0.02% -8,778 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,126 shares; 2024Q4: 21,405 shares; 2025Q1: 3,098 shares; 2025Q2: 4,165 shares; 2025Q3: 22,826 shares 22,826 $4.29M 0.02% +18,661 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,218 shares; 2025Q1: 102,528 shares; 2025Q2: 107,364 shares; 2025Q3: 110,100 shares 110,100 $4.28M 0.02% +2,736 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,656 shares; 2024Q4: 33,182 shares; 2025Q1: 27,948 shares; 2025Q2: 30,150 shares; 2025Q3: 25,338 shares 25,338 $4.27M 0.02% -4,812 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: 5,826 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,763 shares; 2025Q3: 69,722 shares 69,722 $4.26M 0.02% +25,959 Timeline RYLD 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: 196,750 shares; 2024Q4: 262,859 shares; 2025Q1: 292,697 shares; 2025Q2: 284,562 shares; 2025Q3: 282,198 shares 282,198 $4.25M 0.02% -2,364 Timeline KJAN 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: 94,041 shares; 2024Q4: 143,237 shares; 2025Q1: 99,035 shares; 2025Q2: 150,893 shares; 2025Q3: 105,162 shares 105,162 $4.24M 0.02% -45,731 Timeline VCSH 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: 143,423 shares; 2024Q4: 48,013 shares; 2025Q1: 39,627 shares; 2025Q2: 45,853 shares; 2025Q3: 52,899 shares 52,899 $4.23M 0.02% +7,046 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: 11,622 shares; 2024Q4: 66,406 shares; 2025Q1: 76,607 shares; 2025Q2: 79,275 shares; 2025Q3: 100,767 shares 100,767 $4.22M 0.02% +21,492 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: 7,889 shares; 2024Q4: 6,438 shares; 2025Q1: 6,074 shares; 2025Q2: 7,119 shares; 2025Q3: 97,345 shares 97,345 $4.22M 0.02% +90,226 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: 132,282 shares; 2024Q4: 114,614 shares; 2025Q1: 114,375 shares; 2025Q2: 111,850 shares; 2025Q3: 122,248 shares 122,248 $4.21M 0.02% +10,398 Timeline FENY 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: 619,049 shares; 2024Q4: 221,850 shares; 2025Q1: 220,453 shares; 2025Q2: 267,576 shares; 2025Q3: 170,153 shares 170,153 $4.21M 0.02% -97,423 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: 91,513 shares; 2024Q4: 88,280 shares; 2025Q1: 77,210 shares; 2025Q2: 88,051 shares; 2025Q3: 145,371 shares 145,371 $4.2M 0.02% +57,320 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,742 shares; 2024Q4: 197,353 shares; 2025Q1: 195,638 shares; 2025Q2: 192,759 shares; 2025Q3: 188,455 shares 188,455 $4.2M 0.02% -4,304 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,549 shares; 2024Q4: 16,201 shares; 2025Q1: 18,242 shares; 2025Q2: 16,990 shares; 2025Q3: 54,699 shares 54,699 $4.19M 0.02% +37,709 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,079 shares; 2025Q1: 130,690 shares; 2025Q2: 138,346 shares; 2025Q3: 190,561 shares 190,561 $4.16M 0.02% +52,215 Timeline IWL 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: 21,716 shares; 2024Q4: 23,339 shares; 2025Q1: 28,493 shares; 2025Q2: 24,156 shares; 2025Q3: 25,052 shares 25,052 $4.16M 0.02% +896 Timeline GSLC 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: 34,419 shares; 2024Q4: 34,635 shares; 2025Q1: 32,442 shares; 2025Q2: 33,534 shares; 2025Q3: 31,852 shares 31,852 $4.15M 0.02% -1,682 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: 28,484 shares; 2024Q4: 27,965 shares; 2025Q1: 26,663 shares; 2025Q2: 31,515 shares; 2025Q3: 36,157 shares 36,157 $4.14M 0.02% +4,642 Timeline USEP 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: 85,682 shares; 2024Q4: 84,720 shares; 2025Q1: 83,968 shares; 2025Q2: 83,127 shares; 2025Q3: 106,925 shares 106,925 $4.13M 0.02% +23,798 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,878 shares; 2024Q4: 94,070 shares; 2025Q1: 96,353 shares; 2025Q2: 48,043 shares; 2025Q3: 61,153 shares 61,153 $4.13M 0.02% +13,110 Timeline FOCT 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: 62,094 shares; 2024Q4: 99,600 shares; 2025Q1: 88,817 shares; 2025Q2: 95,045 shares; 2025Q3: 86,866 shares 86,866 $4.13M 0.02% -8,179 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: 21,608 shares; 2025Q1: 33,596 shares; 2025Q2: 41,402 shares; 2025Q3: 55,386 shares 55,386 $4.12M 0.02% +13,984 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: 107,653 shares; 2024Q4: 136,428 shares; 2025Q1: 120,818 shares; 2025Q2: 158,121 shares; 2025Q3: 183,273 shares 183,273 $4.06M 0.02% +25,152 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,708 shares; 2024Q4: 38,318 shares; 2025Q1: 35,978 shares; 2025Q2: 36,520 shares; 2025Q3: 36,639 shares 36,639 $4.05M 0.02% +119 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,133 shares; 2024Q4: 72,386 shares; 2025Q1: 66,568 shares; 2025Q2: 74,184 shares; 2025Q3: 94,117 shares 94,117 $4.02M 0.02% +19,933 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,087 shares; 2025Q1: 6,127 shares; 2025Q2: 5,346 shares; 2025Q3: 28,142 shares 28,142 $4.02M 0.02% +22,796 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 113,946 shares; 2025Q3: 113,996 shares 113,996 $4.02M 0.02% +50 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,400 shares; 2024Q4: 30,943 shares; 2025Q1: 27,660 shares; 2025Q2: 58,550 shares; 2025Q3: 81,975 shares 81,975 $4.02M 0.02% +23,425 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: 71,980 shares; 2024Q4: 65,407 shares; 2025Q1: 63,996 shares; 2025Q2: 63,742 shares; 2025Q3: 47,557 shares 47,557 $4.01M 0.02% -16,185 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: 10,616 shares; 2024Q4: 10,779 shares; 2025Q1: 10,909 shares; 2025Q2: 11,857 shares; 2025Q3: 11,566 shares 11,566 $4.01M 0.02% -291 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: 96,077 shares; 2024Q4: 91,225 shares; 2025Q1: 79,088 shares; 2025Q2: 82,167 shares; 2025Q3: 70,353 shares 70,353 $3.99M 0.02% -11,814 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,542 shares; 2024Q4: 27,359 shares; 2025Q1: 27,922 shares; 2025Q2: 25,010 shares; 2025Q3: 24,585 shares 24,585 $3.98M 0.02% -425 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,484 shares; 2024Q4: 138,632 shares; 2025Q1: 138,735 shares; 2025Q2: 136,185 shares; 2025Q3: 119,849 shares 119,849 $3.95M 0.02% -16,336 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,444 shares; 2024Q4: 28,965 shares; 2025Q1: 27,948 shares; 2025Q2: 29,107 shares; 2025Q3: 41,406 shares 41,406 $3.95M 0.02% +12,299 Timeline FMAR 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: 87,954 shares; 2024Q4: 94,313 shares; 2025Q1: 91,344 shares; 2025Q2: 99,617 shares; 2025Q3: 84,944 shares 84,944 $3.94M 0.02% -14,673 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,212 shares; 2024Q4: 85,784 shares; 2025Q1: 82,386 shares; 2025Q2: 97,749 shares; 2025Q3: 90,407 shares 90,407 $3.93M 0.02% -7,342 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,511 shares; 2024Q4: 209,380 shares; 2025Q1: 63,914 shares; 2025Q2: 216,337 shares; 2025Q3: 76,587 shares 76,587 $3.93M 0.02% -139,750 Timeline FV 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: 69,352 shares; 2024Q4: 89,546 shares; 2025Q1: 69,440 shares; 2025Q2: 80,084 shares; 2025Q3: 62,972 shares 62,972 $3.9M 0.02% -17,112 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: 44,926 shares; 2024Q4: 46,188 shares; 2025Q1: 46,332 shares; 2025Q2: 45,355 shares; 2025Q3: 46,666 shares 46,666 $3.89M 0.02% +1,311 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,783 shares; 2024Q4: 400,969 shares; 2025Q1: 404,019 shares; 2025Q2: 400,969 shares; 2025Q3: 616,175 shares 616,175 $3.88M 0.02% +215,206 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: 16,245 shares; 2024Q4: 17,151 shares; 2025Q1: 16,203 shares; 2025Q2: 16,046 shares; 2025Q3: 36,329 shares 36,329 $3.87M 0.02% +20,283 Timeline SPTM 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: 121,449 shares; 2024Q4: 121,994 shares; 2025Q1: 47,486 shares; 2025Q2: 46,547 shares; 2025Q3: 47,990 shares 47,990 $3.87M 0.02% +1,443 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,321 shares; 2025Q2: 159,721 shares; 2025Q3: 141,806 shares 141,806 $3.87M 0.02% -17,915 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,459 shares; 2024Q4: 15,584 shares; 2025Q1: 268,924 shares; 2025Q2: 10,791 shares; 2025Q3: 180,323 shares 180,323 $3.86M 0.02% +169,532 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,379 shares; 2024Q4: 16,571 shares; 2025Q1: 13,409 shares; 2025Q2: 61,794 shares; 2025Q3: 75,128 shares 75,128 $3.85M 0.02% +13,334 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,686 shares; 2024Q4: 245,579 shares; 2025Q1: 308,607 shares; 2025Q2: 326,003 shares; 2025Q3: 396,971 shares 396,971 $3.84M 0.02% +70,968 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 36,847 shares; 2025Q1: 41,215 shares; 2025Q2: 47,028 shares; 2025Q3: 40,282 shares 40,282 $3.83M 0.02% -6,746 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 13,406 shares; 2025Q1: 16,274 shares; 2025Q2: 24,497 shares; 2025Q3: 31,616 shares 31,616 $3.83M 0.02% +7,119 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,600 shares; 2024Q4: 137,979 shares; 2025Q1: 122,208 shares; 2025Q2: 137,929 shares; 2025Q3: 114,887 shares 114,887 $3.82M 0.02% -23,042 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250,826 shares; 2025Q1: 264,014 shares; 2025Q2: 292,875 shares; 2025Q3: 197,001 shares 197,001 $3.82M 0.02% -95,874 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,640 shares; 2024Q4: 41,969 shares; 2025Q1: 42,778 shares; 2025Q2: 47,602 shares; 2025Q3: 45,913 shares 45,913 $3.81M 0.02% -1,689 Timeline BSEP 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: 70,624 shares; 2024Q4: 74,159 shares; 2025Q1: 78,595 shares; 2025Q2: 84,829 shares; 2025Q3: 78,608 shares 78,608 $3.8M 0.02% -6,221 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 247,948 shares; 2025Q1: 219,882 shares; 2025Q2: 145,418 shares; 2025Q3: 135,465 shares 135,465 $3.79M 0.02% -9,953 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,856 shares 28,856 $3.79M 0.02% new Timeline KAPR 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: 104,182 shares; 2024Q4: 115,656 shares; 2025Q1: 96,898 shares; 2025Q2: 130,446 shares; 2025Q3: 110,645 shares 110,645 $3.78M 0.02% -19,801 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,135 shares; 2024Q4: 244,123 shares; 2025Q1: 329,880 shares; 2025Q2: 303,495 shares; 2025Q3: 164,959 shares 164,959 $3.78M 0.02% -138,536 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,298 shares; 2024Q4: 32,097 shares; 2025Q1: 56,444 shares; 2025Q2: 63,358 shares; 2025Q3: 96,295 shares 96,295 $3.78M 0.02% +32,937 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,164 shares; 2024Q4: 88,940 shares; 2025Q1: 59,375 shares; 2025Q2: 88,168 shares; 2025Q3: 74,435 shares 74,435 $3.77M 0.02% -13,733 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,079 shares; 2024Q4: 44,571 shares; 2025Q1: 71,972 shares; 2025Q2: 128,267 shares; 2025Q3: 135,049 shares 135,049 $3.75M 0.02% +6,782 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,214 shares; 2024Q4: 11,639 shares; 2025Q1: 12,876 shares; 2025Q2: 10,069 shares; 2025Q3: 11,574 shares 11,574 $3.74M 0.02% +1,505 Timeline SIL 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: 5,987 shares; 2024Q4: 51,221 shares; 2025Q1: 81,185 shares; 2025Q2: 74,114 shares; 2025Q3: 52,175 shares 52,175 $3.74M 0.02% -21,939 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,644 shares; 2025Q2: 90,606 shares; 2025Q3: 103,838 shares 103,838 $3.73M 0.02% +13,232 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,758 shares; 2024Q4: 247,674 shares; 2025Q1: 267,583 shares; 2025Q2: 300,782 shares; 2025Q3: 291,277 shares 291,277 $3.73M 0.02% -9,505 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,657 shares; 2024Q4: 18,821 shares; 2025Q1: 20,193 shares; 2025Q2: 22,476 shares; 2025Q3: 18,977 shares 18,977 $3.72M 0.02% -3,499 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,669 shares; 2025Q1: 5,189 shares; 2025Q2: 5,603 shares; 2025Q3: 5,332 shares 5,332 $3.72M 0.02% -271 Timeline BAUG 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: 60,608 shares; 2024Q4: 121,797 shares; 2025Q1: 62,402 shares; 2025Q2: 127,091 shares; 2025Q3: 75,577 shares 75,577 $3.7M 0.02% -51,514 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,232 shares; 2024Q4: 53,145 shares; 2025Q1: 54,672 shares; 2025Q2: 63,852 shares; 2025Q3: 75,777 shares 75,777 $3.7M 0.02% +11,925 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,714 shares; 2024Q4: 50,234 shares; 2025Q1: 58,512 shares; 2025Q2: 61,368 shares; 2025Q3: 67,946 shares 67,946 $3.7M 0.02% +6,578 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: 5,244 shares; 2024Q4: 11,376 shares; 2025Q1: 11,598 shares; 2025Q2: 12,208 shares; 2025Q3: 12,790 shares 12,790 $3.67M 0.02% +582 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,897 shares; 2024Q4: 27,412 shares; 2025Q1: 29,257 shares; 2025Q2: 30,196 shares; 2025Q3: 47,873 shares 47,873 $3.67M 0.02% +17,677 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,947 shares; 2024Q4: 17,621 shares; 2025Q1: 16,316 shares; 2025Q2: 12,296 shares; 2025Q3: 20,507 shares 20,507 $3.65M 0.02% +8,211 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,651 shares; 2024Q4: 53,035 shares; 2025Q1: 46,047 shares; 2025Q2: 56,478 shares; 2025Q3: 145,515 shares 145,515 $3.65M 0.02% +89,037 Timeline DNL 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: 86,740 shares; 2024Q4: 111,616 shares; 2025Q1: 89,184 shares; 2025Q2: 113,752 shares; 2025Q3: 90,027 shares 90,027 $3.65M 0.02% -23,725 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,746 shares; 2024Q4: 54,885 shares; 2025Q1: 55,592 shares; 2025Q2: 54,970 shares; 2025Q3: 50,369 shares 50,369 $3.64M 0.02% -4,601 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,806 shares; 2025Q1: 92,088 shares; 2025Q2: 91,929 shares; 2025Q3: 241,914 shares 241,914 $3.64M 0.02% +149,985 Timeline GBIL 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: 59,833 shares; 2024Q4: 51,160 shares; 2025Q1: 37,597 shares; 2025Q2: 45,993 shares; 2025Q3: 36,247 shares 36,247 $3.63M 0.02% -9,746 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,028 shares; 2024Q4: 112,492 shares; 2025Q1: 109,256 shares; 2025Q2: 86,521 shares; 2025Q3: 69,551 shares 69,551 $3.63M 0.02% -16,970 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: 141,110 shares; 2024Q4: 132,327 shares; 2025Q1: 72,281 shares; 2025Q2: 30,361 shares; 2025Q3: 31,955 shares 31,955 $3.63M 0.02% +1,594 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: 22,472 shares; 2024Q4: 23,968 shares; 2025Q1: 20,282 shares; 2025Q2: 25,113 shares; 2025Q3: 28,803 shares 28,803 $3.63M 0.02% +3,690 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: 121,010 shares; 2024Q4: 104,722 shares; 2025Q1: 94,375 shares; 2025Q2: 79,537 shares; 2025Q3: 71,754 shares 71,754 $3.62M 0.02% -7,783 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,454 shares; 2024Q4: 58,899 shares; 2025Q1: 62,324 shares; 2025Q2: 65,695 shares; 2025Q3: 64,691 shares 64,691 $3.61M 0.02% -1,004 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: 18,210 shares; 2024Q4: 18,085 shares; 2025Q1: 16,990 shares; 2025Q2: 18,556 shares; 2025Q3: 19,178 shares 19,178 $3.61M 0.02% +622 Timeline DIVB 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: 37,399 shares; 2024Q4: 134,363 shares; 2025Q1: 56,702 shares; 2025Q2: 179,341 shares; 2025Q3: 68,859 shares 68,859 $3.6M 0.02% -110,482 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,631 shares; 2024Q4: 45,195 shares; 2025Q1: 46,442 shares; 2025Q2: 103,580 shares; 2025Q3: 95,197 shares 95,197 $3.6M 0.02% -8,383 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,186 shares; 2024Q4: 739,363 shares; 2025Q1: 671,532 shares; 2025Q2: 687,604 shares; 2025Q3: 519,380 shares 519,380 $3.59M 0.02% -168,224 Timeline AAPR 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: 138,226 shares; 2024Q4: 138,226 shares; 2025Q1: 130,951 shares; 2025Q2: 130,948 shares; 2025Q3: 128,305 shares 128,305 $3.58M 0.02% -2,643 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: 90,507 shares; 2024Q4: 66,735 shares; 2025Q1: 67,031 shares; 2025Q2: 71,207 shares; 2025Q3: 63,465 shares 63,465 $3.58M 0.02% -7,742 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: 2,955 shares; 2024Q4: 2,879 shares; 2025Q1: 4,884 shares; 2025Q2: 5,493 shares; 2025Q3: 5,684 shares 5,684 $3.58M 0.02% +191 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,328 shares 208,328 $3.58M 0.02% new 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: 27,473 shares; 2024Q4: 25,965 shares; 2025Q1: 29,965 shares; 2025Q2: 24,131 shares; 2025Q3: 23,531 shares 23,531 $3.58M 0.02% -600 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 96,287 shares; 2025Q3: 116,526 shares 116,526 $3.58M 0.02% +20,239 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: 57,852 shares; 2024Q4: 65,707 shares; 2025Q1: 30,010 shares; 2025Q2: 30,690 shares; 2025Q3: 42,350 shares 42,350 $3.56M 0.02% +11,660 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 16,909 shares; 2025Q1: 23,785 shares; 2025Q2: 26,361 shares; 2025Q3: 28,237 shares 28,237 $3.56M 0.02% +1,876 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,304 shares; 2024Q4: 543,949 shares; 2025Q1: 372,698 shares; 2025Q2: 408,618 shares; 2025Q3: 312,146 shares 312,146 $3.56M 0.02% -96,472 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,529 shares; 2024Q4: 79,266 shares; 2025Q1: 75,892 shares; 2025Q2: 73,921 shares; 2025Q3: 143,209 shares 143,209 $3.55M 0.02% +69,288 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 48,520 shares; 2025Q1: 43,376 shares; 2025Q2: 63,023 shares; 2025Q3: 61,751 shares 61,751 $3.55M 0.02% -1,272 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,660 shares; 2024Q4: 214,039 shares; 2025Q1: 255,984 shares; 2025Q2: 265,158 shares; 2025Q3: 314,288 shares 314,288 $3.55M 0.02% +49,130 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,943 shares; 2024Q4: 68,311 shares; 2025Q1: 69,611 shares; 2025Q2: 75,190 shares; 2025Q3: 113,112 shares 113,112 $3.52M 0.02% +37,922 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,356 shares; 2025Q2: 49,531 shares; 2025Q3: 50,474 shares 50,474 $3.51M 0.02% +943 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 58,588 shares; 2025Q1: 47,554 shares; 2025Q2: 62,508 shares; 2025Q3: 55,171 shares 55,171 $3.51M 0.02% -7,337 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,103 shares; 2024Q4: 159,848 shares; 2025Q1: 157,936 shares; 2025Q2: 151,390 shares; 2025Q3: 152,039 shares 152,039 $3.51M 0.02% +649 UOCT 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: 61,313 shares; 2024Q4: 84,840 shares; 2025Q1: 79,688 shares; 2025Q2: 67,083 shares; 2025Q3: 90,911 shares 90,911 $3.49M 0.02% +23,828 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: 74,119 shares; 2024Q4: 125,184 shares; 2025Q1: 123,274 shares; 2025Q2: 126,776 shares; 2025Q3: 133,732 shares 133,732 $3.48M 0.02% +6,956 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,947 shares; 2024Q4: 68,535 shares; 2025Q1: 67,073 shares; 2025Q2: 81,802 shares; 2025Q3: 146,604 shares 146,604 $3.48M 0.02% +64,802 Timeline BSSX 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: 94,380 shares; 2024Q4: 112,935 shares; 2025Q1: 122,918 shares; 2025Q2: 123,450 shares; 2025Q3: 135,825 shares 135,825 $3.47M 0.02% +12,375 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,421 shares; 2024Q4: 96,539 shares; 2025Q1: 86,484 shares; 2025Q2: 112,583 shares; 2025Q3: 105,269 shares 105,269 $3.47M 0.02% -7,314 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,692 shares; 2024Q4: 47,413 shares; 2025Q1: 47,696 shares; 2025Q2: 49,554 shares; 2025Q3: 154,252 shares 154,252 $3.47M 0.02% +104,698 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: 4,911 shares; 2024Q4: 14,527 shares; 2025Q1: 19,274 shares; 2025Q2: 18,810 shares; 2025Q3: 30,447 shares 30,447 $3.47M 0.02% +11,637 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,495 shares; 2024Q4: 43,635 shares; 2025Q1: 39,323 shares; 2025Q2: 37,933 shares; 2025Q3: 37,264 shares 37,264 $3.46M 0.02% -669 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: 12,865 shares; 2024Q4: 12,986 shares; 2025Q1: 13,001 shares; 2025Q2: 14,873 shares; 2025Q3: 18,124 shares 18,124 $3.45M 0.02% +3,251 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,379 shares; 2024Q4: 69,061 shares; 2025Q1: 74,586 shares; 2025Q2: 98,278 shares; 2025Q3: 95,860 shares 95,860 $3.45M 0.02% -2,418 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,990 shares; 2024Q4: 97,255 shares; 2025Q1: 122,778 shares; 2025Q2: 130,781 shares; 2025Q3: 158,757 shares 158,757 $3.45M 0.02% +27,976 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: 34,361 shares; 2024Q4: 37,874 shares; 2025Q1: 46,704 shares; 2025Q2: 68,966 shares; 2025Q3: 99,076 shares 99,076 $3.44M 0.02% +30,110 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: 116,935 shares; 2024Q4: 155,302 shares; 2025Q1: 132,588 shares; 2025Q2: 159,139 shares; 2025Q3: 419,141 shares 419,141 $3.44M 0.02% +260,002 Timeline RWR 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: 18,632 shares; 2024Q4: 19,047 shares; 2025Q1: 18,134 shares; 2025Q2: 18,147 shares; 2025Q3: 34,253 shares 34,253 $3.44M 0.02% +16,106 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: 58,794 shares; 2024Q4: 59,751 shares; 2025Q1: 51,388 shares; 2025Q2: 52,816 shares; 2025Q3: 67,998 shares 67,998 $3.43M 0.02% +15,182 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,751 shares; 2024Q4: 41,536 shares; 2025Q1: 43,064 shares; 2025Q2: 45,056 shares; 2025Q3: 55,038 shares 55,038 $3.42M 0.02% +9,982 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS 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: 79,957 shares; 2025Q3: 115,164 shares 115,164 $3.42M 0.02% +35,207 Timeline BOCT 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: 50,941 shares; 2024Q4: 63,210 shares; 2025Q1: 64,596 shares; 2025Q2: 63,676 shares; 2025Q3: 70,577 shares 70,577 $3.42M 0.02% +6,901 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 3,919 shares; 2025Q1: 4,860 shares; 2025Q2: 5,652 shares; 2025Q3: 26,101 shares 26,101 $3.41M 0.02% +20,449 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,653 shares; 2024Q4: 30,044 shares; 2025Q1: 28,933 shares; 2025Q2: 89,512 shares; 2025Q3: 89,516 shares 89,516 $3.4M 0.02% +4 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: 57,938 shares; 2024Q4: 65,650 shares; 2025Q1: 59,729 shares; 2025Q2: 64,599 shares; 2025Q3: 57,170 shares 57,170 $3.4M 0.02% -7,429 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,832 shares; 2024Q4: 131,999 shares; 2025Q1: 105,139 shares; 2025Q2: 410,386 shares; 2025Q3: 124,365 shares 124,365 $3.39M 0.02% -286,021 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,792 shares; 2024Q4: 117,529 shares; 2025Q1: 110,452 shares; 2025Q2: 95,476 shares; 2025Q3: 76,799 shares 76,799 $3.39M 0.02% -18,677 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,252 shares; 2024Q4: 19,053 shares; 2025Q1: 16,783 shares; 2025Q2: 22,341 shares; 2025Q3: 31,132 shares 31,132 $3.39M 0.02% +8,791 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,427 shares; 2024Q4: 25,021 shares; 2025Q1: 13,829 shares; 2025Q2: 29,840 shares; 2025Q3: 25,592 shares 25,592 $3.39M 0.02% -4,248 Timeline RPV 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: 46,804 shares; 2024Q4: 47,368 shares; 2025Q1: 37,178 shares; 2025Q2: 33,687 shares; 2025Q3: 34,088 shares 34,088 $3.39M 0.02% +401 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,218 shares; 2024Q4: 50,202 shares; 2025Q1: 45,919 shares; 2025Q2: 46,885 shares; 2025Q3: 48,037 shares 48,037 $3.38M 0.02% +1,152 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: 117,648 shares; 2024Q4: 116,505 shares; 2025Q1: 93,379 shares; 2025Q2: 101,144 shares; 2025Q3: 96,237 shares 96,237 $3.37M 0.02% -4,907 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,072 shares; 2024Q4: 27,622 shares; 2025Q1: 12,215 shares; 2025Q2: 12,256 shares; 2025Q3: 19,888 shares 19,888 $3.37M 0.02% +7,632 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,589 shares; 2025Q1: 6,607 shares; 2025Q2: 6,603 shares; 2025Q3: 6,600 shares 6,600 $3.36M 0.02% -3 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: 38,565 shares; 2024Q4: 31,763 shares; 2025Q1: 24,218 shares; 2025Q2: 23,929 shares; 2025Q3: 24,797 shares 24,797 $3.36M 0.02% +868 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: 1,664,256 shares; 2024Q4: 1,660,364 shares; 2025Q1: 673,512 shares; 2025Q2: 76,201 shares; 2025Q3: 74,225 shares 74,225 $3.36M 0.02% -1,976 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,232 shares; 2025Q2: 15,170 shares; 2025Q3: 14,042 shares 14,042 $3.35M 0.02% -1,128 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: 20,882 shares; 2024Q4: 19,106 shares; 2025Q1: 20,275 shares; 2025Q2: 21,601 shares; 2025Q3: 22,671 shares 22,671 $3.34M 0.02% +1,070 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,012 shares; 2024Q4: 14,780 shares; 2025Q1: 14,640 shares; 2025Q2: 15,063 shares; 2025Q3: 77,511 shares 77,511 $3.34M 0.02% +62,448 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,720 shares; 2024Q4: 101,979 shares; 2025Q1: 118,361 shares; 2025Q2: 121,853 shares; 2025Q3: 78,895 shares 78,895 $3.33M 0.02% -42,958 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,865 shares; 2025Q2: 3,743 shares; 2025Q3: 37,057 shares 37,057 $3.32M 0.02% +33,314 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,262 shares; 2024Q4: 48,275 shares; 2025Q1: 48,188 shares; 2025Q2: 46,940 shares; 2025Q3: 150,836 shares 150,836 $3.32M 0.02% +103,896 Timeline XMAY 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: 81,352 shares; 2024Q4: 85,033 shares; 2025Q1: 84,686 shares; 2025Q2: 101,838 shares; 2025Q3: 96,753 shares 96,753 $3.31M 0.02% -5,085 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,379 shares; 2024Q4: 58,386 shares; 2025Q1: 57,074 shares; 2025Q2: 58,682 shares; 2025Q3: 70,723 shares 70,723 $3.31M 0.02% +12,041 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: 9,479 shares; 2025Q3: 29,473 shares 29,473 $3.31M 0.02% +19,994 Timeline JMBS 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: 16,297 shares; 2024Q4: 27,880 shares; 2025Q1: 39,473 shares; 2025Q2: 59,896 shares; 2025Q3: 72,063 shares 72,063 $3.29M 0.02% +12,167 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,225 shares; 2024Q4: 19,863 shares; 2025Q1: 20,422 shares; 2025Q2: 19,828 shares; 2025Q3: 19,513 shares 19,513 $3.28M 0.02% -315 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,555 shares; 2024Q4: 153,190 shares; 2025Q1: 142,117 shares; 2025Q2: 138,539 shares; 2025Q3: 175,651 shares 175,651 $3.27M 0.01% +37,112 Timeline PAMC 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: 40,659 shares; 2024Q4: 62,770 shares; 2025Q1: 64,199 shares; 2025Q2: 69,242 shares; 2025Q3: 69,412 shares 69,412 $3.26M 0.01% +170 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,606 shares; 2025Q3: 121,234 shares 121,234 $3.26M 0.01% +76,628 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,789 shares; 2024Q4: 25,971 shares; 2025Q1: 36,510 shares; 2025Q2: 63,336 shares; 2025Q3: 70,969 shares 70,969 $3.25M 0.01% +7,633 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,763 shares; 2025Q1: 2,992 shares; 2025Q2: 3,210 shares; 2025Q3: 15,405 shares 15,405 $3.25M 0.01% +12,195 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: 16,945 shares; 2024Q4: 16,597 shares; 2025Q1: 17,402 shares; 2025Q2: 16,934 shares; 2025Q3: 16,090 shares 16,090 $3.23M 0.01% -844 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: 10,522 shares; 2024Q4: 19,191 shares; 2025Q1: 16,621 shares; 2025Q2: 16,286 shares; 2025Q3: 17,933 shares 17,933 $3.22M 0.01% +1,647 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,501 shares; 2024Q4: 140,373 shares; 2025Q1: 152,130 shares; 2025Q2: 161,881 shares; 2025Q3: 170,405 shares 170,405 $3.21M 0.01% +8,524 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,288 shares; 2024Q4: 26,155 shares; 2025Q1: 27,380 shares; 2025Q2: 22,657 shares; 2025Q3: 25,873 shares 25,873 $3.19M 0.01% +3,216 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,206 shares 54,206 $3.19M 0.01% new Timeline MUNI 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: 46,045 shares; 2024Q4: 46,375 shares; 2025Q1: 50,395 shares; 2025Q2: 51,404 shares; 2025Q3: 60,941 shares 60,941 $3.19M 0.01% +9,537 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,835 shares; 2024Q4: 64,693 shares; 2025Q1: 63,808 shares; 2025Q2: 52,151 shares; 2025Q3: 62,497 shares 62,497 $3.18M 0.01% +10,346 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,136 shares; 2024Q4: 43,527 shares; 2025Q1: 34,567 shares; 2025Q2: 43,474 shares; 2025Q3: 39,578 shares 39,578 $3.16M 0.01% -3,896 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: not reported; 2024Q4: 62,606 shares; 2025Q1: 75,664 shares; 2025Q2: 58,270 shares; 2025Q3: 61,212 shares 61,212 $3.15M 0.01% +2,942 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 10,547 shares; 2025Q1: 21,471 shares; 2025Q2: 12,466 shares; 2025Q3: 57,725 shares 57,725 $3.13M 0.01% +45,259 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 12,996 shares; 2025Q1: 16,671 shares; 2025Q2: 14,970 shares; 2025Q3: 14,947 shares 14,947 $3.11M 0.01% -23 Timeline FUMB 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: 187,131 shares; 2024Q4: 333,290 shares; 2025Q1: 146,581 shares; 2025Q2: 152,687 shares; 2025Q3: 154,598 shares 154,598 $3.11M 0.01% +1,911 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 12,251 shares; 2025Q1: 13,040 shares; 2025Q2: 13,806 shares; 2025Q3: 12,527 shares 12,527 $3.09M 0.01% -1,279 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,857 shares; 2024Q4: 47,148 shares; 2025Q1: 51,699 shares; 2025Q2: 58,177 shares; 2025Q3: 64,056 shares 64,056 $3.09M 0.01% +5,879 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: 82,208 shares; 2024Q4: 99,561 shares; 2025Q1: 82,647 shares; 2025Q2: 119,068 shares; 2025Q3: 125,144 shares 125,144 $3.06M 0.01% +6,076 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,888 shares; 2025Q1: 2,337 shares; 2025Q2: 4,029 shares; 2025Q3: 2,322 shares 2,322 $3.06M 0.01% -1,707 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,435 shares 67,435 $3.05M 0.01% new Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,889 shares; 2025Q1: 5,996 shares; 2025Q2: 6,009 shares; 2025Q3: 6,110 shares 6,110 $3.04M 0.01% +101 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: 56,533 shares; 2024Q4: 63,795 shares; 2025Q1: 53,459 shares; 2025Q2: 60,404 shares; 2025Q3: 57,161 shares 57,161 $3.03M 0.01% -3,243 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,803 shares; 2024Q4: 47,826 shares; 2025Q1: 40,261 shares; 2025Q2: 44,162 shares; 2025Q3: 38,137 shares 38,137 $3.03M 0.01% -6,025 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,887 shares; 2024Q4: 90,019 shares; 2025Q1: 73,760 shares; 2025Q2: 69,143 shares; 2025Q3: 57,369 shares 57,369 $3.03M 0.01% -11,774 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,851 shares; 2024Q4: 16,313 shares; 2025Q1: 79,890 shares; 2025Q2: 79,568 shares; 2025Q3: 77,470 shares 77,470 $3.02M 0.01% -2,098 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: 45,063 shares; 2024Q4: 230,802 shares; 2025Q1: 160,387 shares; 2025Q2: 252,181 shares; 2025Q3: 332,079 shares 332,079 $3.02M 0.01% +79,898 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,348 shares; 2024Q4: 8,450 shares; 2025Q1: 8,414 shares; 2025Q2: 8,414 shares; 2025Q3: 17,614 shares 17,614 $3.02M 0.01% +9,200 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,553 shares; 2024Q4: 47,211 shares; 2025Q1: 66,949 shares; 2025Q2: 69,875 shares; 2025Q3: 78,045 shares 78,045 $2.98M 0.01% +8,170 Timeline LGOV 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: 137,412 shares; 2024Q4: 121,271 shares; 2025Q1: 95,748 shares; 2025Q2: 94,420 shares; 2025Q3: 136,527 shares 136,527 $2.97M 0.01% +42,107 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,111 shares 75,111 $2.97M 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,943 shares; 2025Q1: 6,857 shares; 2025Q2: 12,302 shares; 2025Q3: 12,891 shares 12,891 $2.96M 0.01% +589 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,816 shares; 2024Q4: 9,658 shares; 2025Q1: 8,073 shares; 2025Q2: 8,227 shares; 2025Q3: 8,414 shares 8,414 $2.96M 0.01% +187 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: 20,804 shares; 2024Q4: 24,098 shares; 2025Q1: 26,109 shares; 2025Q2: 29,086 shares; 2025Q3: 32,219 shares 32,219 $2.95M 0.01% +3,133 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,971 shares; 2024Q4: 21,392 shares; 2025Q1: 22,024 shares; 2025Q2: 14,865 shares; 2025Q3: 12,912 shares 12,912 $2.94M 0.01% -1,953 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,921 shares; 2024Q4: 27,483 shares; 2025Q1: 26,989 shares; 2025Q2: 25,796 shares; 2025Q3: 33,066 shares 33,066 $2.93M 0.01% +7,270 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: 20,788 shares; 2024Q4: 24,861 shares; 2025Q1: 18,730 shares; 2025Q2: 22,103 shares; 2025Q3: 17,637 shares 17,637 $2.93M 0.01% -4,466 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 5,960 shares; 2025Q1: 5,664 shares; 2025Q2: 5,832 shares; 2025Q3: 10,806 shares 10,806 $2.92M 0.01% +4,974 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,745 shares; 2025Q3: 21,330 shares 21,330 $2.92M 0.01% +10,585 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,818 shares; 2024Q4: 56,121 shares; 2025Q1: 54,272 shares; 2025Q2: 58,953 shares; 2025Q3: 55,187 shares 55,187 $2.92M 0.01% -3,766 Timeline PFXF 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: 327,675 shares; 2024Q4: 329,947 shares; 2025Q1: 163,697 shares; 2025Q2: 161,774 shares; 2025Q3: 163,917 shares 163,917 $2.91M 0.01% +2,143 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,114 shares; 2024Q4: 51,002 shares; 2025Q1: 51,987 shares; 2025Q2: 60,941 shares; 2025Q3: 48,216 shares 48,216 $2.91M 0.01% -12,725 Timeline ISCV 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: 40,326 shares; 2024Q4: 42,113 shares; 2025Q1: 42,972 shares; 2025Q2: 43,430 shares; 2025Q3: 43,633 shares 43,633 $2.91M 0.01% +203 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,994 shares; 2024Q4: 50,020 shares; 2025Q1: 54,314 shares; 2025Q2: 58,529 shares; 2025Q3: 64,295 shares 64,295 $2.89M 0.01% +5,766 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,322 shares; 2024Q4: 124,998 shares; 2025Q1: 126,393 shares; 2025Q2: 112,116 shares; 2025Q3: 117,463 shares 117,463 $2.88M 0.01% +5,347 Timeline ZAUG 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: 87,215 shares; 2024Q4: 85,406 shares; 2025Q1: 83,851 shares; 2025Q2: 90,851 shares; 2025Q3: 108,998 shares 108,998 $2.88M 0.01% +18,147 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: 8,831 shares; 2024Q4: 25,194 shares; 2025Q1: 12,725 shares; 2025Q2: 14,533 shares; 2025Q3: 17,110 shares 17,110 $2.88M 0.01% +2,577 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: 35,882 shares; 2024Q4: 38,689 shares; 2025Q1: 40,630 shares; 2025Q2: 44,054 shares; 2025Q3: 40,856 shares 40,856 $2.86M 0.01% -3,198 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: 12,628 shares; 2024Q4: 14,951 shares; 2025Q1: 26,028 shares; 2025Q2: 28,308 shares; 2025Q3: 38,041 shares 38,041 $2.86M 0.01% +9,733 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,838 shares; 2024Q4: 30,254 shares; 2025Q1: 34,216 shares; 2025Q2: 34,321 shares; 2025Q3: 42,571 shares 42,571 $2.85M 0.01% +8,250 Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 23,559 shares; 2025Q1: 53,753 shares; 2025Q2: 65,385 shares; 2025Q3: 63,526 shares 63,526 $2.85M 0.01% -1,859 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 6,580 shares; 2025Q1: 6,018 shares; 2025Q2: 7,638 shares; 2025Q3: 21,803 shares 21,803 $2.84M 0.01% +14,165 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,548 shares; 2024Q4: 535,022 shares; 2025Q1: 538,628 shares; 2025Q2: 530,864 shares; 2025Q3: 347,625 shares 347,625 $2.83M 0.01% -183,239 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 6,528 shares; 2025Q1: 6,122 shares; 2025Q2: 73,866 shares; 2025Q3: 80,501 shares 80,501 $2.82M 0.01% +6,635 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 3,903 shares; 2025Q1: 3,857 shares; 2025Q2: 4,089 shares; 2025Q3: 14,377 shares 14,377 $2.81M 0.01% +10,288 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,647 shares; 2025Q1: 13,677 shares; 2025Q2: 33,672 shares; 2025Q3: 49,527 shares 49,527 $2.81M 0.01% +15,855 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: 32,567 shares; 2024Q4: 35,985 shares; 2025Q1: 36,063 shares; 2025Q2: 37,334 shares; 2025Q3: 35,978 shares 35,978 $2.8M 0.01% -1,356 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,851 shares; 2024Q4: 17,057 shares; 2025Q1: 21,064 shares; 2025Q2: 16,923 shares; 2025Q3: 17,783 shares 17,783 $2.79M 0.01% +860 Timeline DOCT 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: 44,560 shares; 2024Q4: 68,630 shares; 2025Q1: 67,055 shares; 2025Q2: 65,081 shares; 2025Q3: 64,531 shares 64,531 $2.79M 0.01% -550 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,540 shares; 2024Q4: 22,620 shares; 2025Q1: 17,686 shares; 2025Q2: 23,649 shares; 2025Q3: 44,199 shares 44,199 $2.79M 0.01% +20,550 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: 3,541 shares; 2024Q4: 3,758 shares; 2025Q1: 5,557 shares; 2025Q2: 4,709 shares; 2025Q3: 4,284 shares 4,284 $2.78M 0.01% -425 Timeline ZDEK 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: 109,700 shares; 2025Q1: 126,232 shares; 2025Q2: 118,212 shares; 2025Q3: 110,134 shares 110,134 $2.78M 0.01% -8,078 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,942 shares; 2024Q4: 74,203 shares; 2025Q1: 76,947 shares; 2025Q2: 91,353 shares; 2025Q3: 82,630 shares 82,630 $2.78M 0.01% -8,723 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,850 shares; 2025Q3: 120,903 shares 120,903 $2.77M 0.01% +56,053 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 10,064 shares; 2025Q1: 9,797 shares; 2025Q2: 11,379 shares; 2025Q3: 11,626 shares 11,626 $2.77M 0.01% +247 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: 61,300 shares; 2024Q4: 53,740 shares; 2025Q1: 65,332 shares; 2025Q2: 67,856 shares; 2025Q3: 55,716 shares 55,716 $2.76M 0.01% -12,140 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,964 shares; 2024Q4: 77,840 shares; 2025Q1: 93,306 shares; 2025Q2: 106,934 shares; 2025Q3: 107,741 shares 107,741 $2.75M 0.01% +807 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: 63,412 shares; 2024Q4: 59,446 shares; 2025Q1: 66,518 shares; 2025Q2: 69,665 shares; 2025Q3: 58,111 shares 58,111 $2.75M 0.01% -11,554 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 7,225 shares; 2025Q1: 5,999 shares; 2025Q2: 42,451 shares; 2025Q3: 51,524 shares 51,524 $2.75M 0.01% +9,073 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 9,675 shares; 2025Q1: 9,184 shares; 2025Q2: 9,131 shares; 2025Q3: 9,087 shares 9,087 $2.75M 0.01% -44 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,298 shares; 2024Q4: 531,476 shares; 2025Q1: 314,514 shares; 2025Q2: 310,326 shares; 2025Q3: 289,314 shares 289,314 $2.74M 0.01% -21,012 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,687 shares; 2024Q4: 47,375 shares; 2025Q1: 49,247 shares; 2025Q2: 47,490 shares; 2025Q3: 57,253 shares 57,253 $2.74M 0.01% +9,763 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,394 shares; 2025Q1: 7,064 shares; 2025Q2: 28,550 shares; 2025Q3: 39,798 shares 39,798 $2.74M 0.01% +11,248 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 62,946 shares 62,946 $2.74M 0.01% +58,201 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: 31,636 shares; 2024Q4: 265,344 shares; 2025Q1: 230,112 shares; 2025Q2: 246,150 shares; 2025Q3: 135,304 shares 135,304 $2.73M 0.01% -110,846 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,479 shares; 2024Q4: 36,975 shares; 2025Q1: 35,389 shares; 2025Q2: 35,427 shares; 2025Q3: 35,604 shares 35,604 $2.73M 0.01% +177 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,517 shares; 2024Q4: 10,582 shares; 2025Q1: 8,218 shares; 2025Q2: 12,174 shares; 2025Q3: 52,023 shares 52,023 $2.72M 0.01% +39,849 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,398 shares; 2025Q2: 7,588 shares; 2025Q3: 38,704 shares 38,704 $2.72M 0.01% +31,116 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: 123,738 shares; 2024Q4: 133,181 shares; 2025Q1: 172,200 shares; 2025Q2: 147,078 shares; 2025Q3: 69,316 shares 69,316 $2.72M 0.01% -77,762 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: 132,001 shares; 2024Q4: 211,958 shares; 2025Q1: 196,104 shares; 2025Q2: 200,297 shares; 2025Q3: 166,809 shares 166,809 $2.71M 0.01% -33,488 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: 7,440 shares; 2024Q4: 9,430 shares; 2025Q1: 7,730 shares; 2025Q2: 7,196 shares; 2025Q3: 12,125 shares 12,125 $2.69M 0.01% +4,929 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: 23,074 shares; 2024Q4: 23,038 shares; 2025Q1: 21,146 shares; 2025Q2: 19,604 shares; 2025Q3: 19,049 shares 19,049 $2.69M 0.01% -555 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,533 shares; 2024Q4: 22,038 shares; 2025Q1: 22,400 shares; 2025Q2: 31,435 shares; 2025Q3: 40,160 shares 40,160 $2.69M 0.01% +8,725 Timeline PYLD 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: 20,012 shares; 2024Q4: 22,682 shares; 2025Q1: 38,316 shares; 2025Q2: 75,016 shares; 2025Q3: 100,157 shares 100,157 $2.69M 0.01% +25,141 Timeline AFMC 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: 64,326 shares; 2024Q4: 70,805 shares; 2025Q1: 74,327 shares; 2025Q2: 77,847 shares; 2025Q3: 78,270 shares 78,270 $2.69M 0.01% +423 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: 30,071 shares; 2024Q4: 28,579 shares; 2025Q1: 22,053 shares; 2025Q2: 18,652 shares; 2025Q3: 18,814 shares 18,814 $2.68M 0.01% +162 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: 30,566 shares; 2024Q4: 45,105 shares; 2025Q1: 47,304 shares; 2025Q2: 61,445 shares; 2025Q3: 52,825 shares 52,825 $2.67M 0.01% -8,620 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,469 shares; 2024Q4: 21,463 shares; 2025Q1: 21,443 shares; 2025Q2: 33,181 shares; 2025Q3: 37,031 shares 37,031 $2.66M 0.01% +3,850 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,049 shares; 2024Q4: 59,075 shares; 2025Q1: 59,001 shares; 2025Q2: 64,431 shares; 2025Q3: 87,603 shares 87,603 $2.66M 0.01% +23,172 Timeline