PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,877 shares; 2024Q4: 81,673 shares; 2025Q1: 76,260 shares; 2025Q2: 75,243 shares; 2025Q3: 103,391 shares 103,391 $2.15M 0.03% +28,148 Timeline VONV 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: 14,144 shares; 2024Q4: 16,553 shares; 2025Q1: 19,949 shares; 2025Q2: 21,335 shares; 2025Q3: 23,928 shares 23,928 $2.14M 0.03% +2,593 Timeline FLTB 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: 48,943 shares; 2024Q4: 44,185 shares; 2025Q1: 43,681 shares; 2025Q2: 39,879 shares; 2025Q3: 42,200 shares 42,200 $2.14M 0.03% +2,321 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 17,352 shares; 2025Q1: 20,019 shares; 2025Q2: 20,894 shares; 2025Q3: 17,549 shares 17,549 $2.13M 0.03% -3,345 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,193 shares; 2025Q1: 54,780 shares; 2025Q2: 55,948 shares; 2025Q3: 56,771 shares 56,771 $2.12M 0.03% +823 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,492 shares; 2024Q4: 160,130 shares; 2025Q1: 137,730 shares; 2025Q2: 172,915 shares; 2025Q3: 171,289 shares 171,289 $2.09M 0.03% -1,626 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: 17,089 shares; 2024Q4: 15,445 shares; 2025Q1: 25,040 shares; 2025Q2: 27,897 shares; 2025Q3: 27,121 shares 27,121 $2.08M 0.03% -776 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,049 shares; 2024Q4: 104,772 shares; 2025Q1: 82,515 shares; 2025Q2: 110,029 shares; 2025Q3: 89,965 shares 89,965 $2.08M 0.03% -20,064 Timeline DFIS 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: 93,445 shares; 2024Q4: 96,832 shares; 2025Q1: 86,081 shares; 2025Q2: 80,383 shares; 2025Q3: 65,493 shares 65,493 $2.07M 0.03% -14,890 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,508 shares; 2025Q3: 71,895 shares 71,895 $2.06M 0.03% +6,387 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: not reported; 2025Q1: 54,846 shares; 2025Q2: 58,412 shares; 2025Q3: 59,771 shares 59,771 $2.05M 0.03% +1,359 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: not reported; 2025Q3: 60,084 shares 60,084 $2.05M 0.03% new 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: 11,958 shares; 2024Q4: 12,323 shares; 2025Q1: 9,470 shares; 2025Q2: 11,561 shares; 2025Q3: 12,617 shares 12,617 $2.04M 0.03% +1,056 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 55,501 shares; 2025Q2: 67,320 shares; 2025Q3: 104,893 shares 104,893 $2.04M 0.03% +37,573 Timeline KXI 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: 30,406 shares; 2025Q3: 31,627 shares 31,627 $2.04M 0.03% +1,221 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,701 shares; 2024Q4: 23,323 shares; 2025Q1: 23,176 shares; 2025Q2: 21,243 shares; 2025Q3: 21,809 shares 21,809 $2.03M 0.03% +566 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,470 shares; 2024Q4: 101,043 shares; 2025Q1: 102,544 shares; 2025Q2: 95,260 shares; 2025Q3: 99,542 shares 99,542 $2.03M 0.03% +4,282 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,669 shares; 2024Q4: 67,139 shares; 2025Q1: 65,894 shares; 2025Q2: 43,523 shares; 2025Q3: 43,455 shares 43,455 $2.03M 0.03% -68 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: 12,441 shares; 2024Q4: 13,464 shares; 2025Q1: 18,685 shares; 2025Q2: 68,512 shares; 2025Q3: 100,902 shares 100,902 $2.03M 0.03% +32,390 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: 13,808 shares; 2024Q4: 13,280 shares; 2025Q1: 15,283 shares; 2025Q2: 19,744 shares; 2025Q3: 20,370 shares 20,370 $2.03M 0.03% +626 Timeline XLP 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: 29,926 shares; 2024Q4: 30,048 shares; 2025Q1: 27,575 shares; 2025Q2: 24,839 shares; 2025Q3: 25,612 shares 25,612 $2.01M 0.03% +773 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,271 shares; 2024Q4: 18,747 shares; 2025Q1: 19,931 shares; 2025Q2: 20,233 shares; 2025Q3: 20,880 shares 20,880 $1.99M 0.03% +647 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,407 shares; 2024Q4: 21,204 shares; 2025Q1: 59,887 shares; 2025Q2: 61,265 shares; 2025Q3: 66,983 shares 66,983 $1.98M 0.03% +5,718 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: 75,734 shares; 2024Q4: 73,558 shares; 2025Q1: 77,072 shares; 2025Q2: 78,964 shares; 2025Q3: 79,838 shares 79,838 $1.98M 0.03% +874 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,932 shares; 2024Q4: 13,995 shares; 2025Q1: 16,712 shares; 2025Q2: 15,351 shares; 2025Q3: 14,213 shares 14,213 $1.98M 0.03% -1,138 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: 21,507 shares; 2024Q4: 15,951 shares; 2025Q1: 33,531 shares; 2025Q2: 57,296 shares; 2025Q3: 49,869 shares 49,869 $1.98M 0.03% -7,427 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,271 shares; 2025Q1: 25,618 shares; 2025Q2: 31,151 shares; 2025Q3: 26,764 shares 26,764 $1.96M 0.03% -4,387 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: 3,537 shares; 2024Q4: 4,738 shares; 2025Q1: 5,088 shares; 2025Q2: 7,591 shares; 2025Q3: 7,251 shares 7,251 $1.96M 0.03% -340 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,434 shares; 2024Q4: 39,974 shares; 2025Q1: 39,662 shares; 2025Q2: 40,456 shares; 2025Q3: 41,654 shares 41,654 $1.96M 0.03% +1,198 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 5,711 shares; 2025Q1: 2,782 shares; 2025Q2: 4,041 shares; 2025Q3: 4,564 shares 4,564 $1.93M 0.03% +523 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,239 shares; 2025Q3: 33,792 shares 33,792 $1.92M 0.03% +1,553 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,854 shares; 2024Q4: 82,936 shares; 2025Q1: 90,876 shares; 2025Q2: 103,832 shares; 2025Q3: 101,544 shares 101,544 $1.92M 0.03% -2,288 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,291 shares; 2024Q4: 50,893 shares; 2025Q1: 49,454 shares; 2025Q2: 49,460 shares; 2025Q3: 49,741 shares 49,741 $1.92M 0.03% +281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,593 shares; 2025Q3: 50,079 shares 50,079 $1.91M 0.02% +39,486 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: 6,545 shares; 2025Q3: 16,972 shares 16,972 $1.91M 0.02% +10,427 Timeline IGPT 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: 30,072 shares; 2024Q4: 27,548 shares; 2025Q1: 33,660 shares; 2025Q2: 34,831 shares; 2025Q3: 35,162 shares 35,162 $1.9M 0.02% +331 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: 18,656 shares; 2024Q4: 19,354 shares; 2025Q1: 25,681 shares; 2025Q2: 41,308 shares; 2025Q3: 40,399 shares 40,399 $1.9M 0.02% -909 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,224 shares; 2024Q4: 63,725 shares; 2025Q1: 34,477 shares; 2025Q2: 29,068 shares; 2025Q3: 38,254 shares 38,254 $1.89M 0.02% +9,186 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: 4,278 shares; 2024Q4: 6,216 shares; 2025Q1: 22,655 shares; 2025Q2: 11,765 shares; 2025Q3: 16,575 shares 16,575 $1.89M 0.02% +4,810 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 15,338 shares; 2025Q1: 15,815 shares; 2025Q2: 16,339 shares; 2025Q3: 13,871 shares 13,871 $1.88M 0.02% -2,468 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,304 shares; 2025Q1: 40,781 shares; 2025Q2: 50,981 shares; 2025Q3: 51,530 shares 51,530 $1.88M 0.02% +549 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,841 shares 34,841 $1.88M 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,040 shares; 2024Q4: 33,738 shares; 2025Q1: 33,032 shares; 2025Q2: 34,617 shares; 2025Q3: 31,208 shares 31,208 $1.87M 0.02% -3,409 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: 16,550 shares; 2024Q4: 15,750 shares; 2025Q1: 37,773 shares; 2025Q2: 46,705 shares; 2025Q3: 51,955 shares 51,955 $1.87M 0.02% +5,250 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 19,913 shares; 2025Q1: 20,800 shares; 2025Q2: 20,462 shares; 2025Q3: 20,414 shares 20,414 $1.87M 0.02% -48 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: 1,204 shares; 2024Q4: 1,446 shares; 2025Q1: 7,026 shares; 2025Q2: 8,353 shares; 2025Q3: 7,890 shares 7,890 $1.85M 0.02% -463 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: 7,658 shares; 2024Q4: 8,127 shares; 2025Q1: 8,975 shares; 2025Q2: 6,778 shares; 2025Q3: 6,755 shares 6,755 $1.85M 0.02% -23 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,614 shares; 2024Q4: 22,771 shares; 2025Q1: 23,560 shares; 2025Q2: 22,115 shares; 2025Q3: 22,419 shares 22,419 $1.85M 0.02% +304 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 15,592 shares; 2025Q1: 17,159 shares; 2025Q2: 17,725 shares; 2025Q3: 27,408 shares 27,408 $1.84M 0.02% +9,683 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: 18,198 shares; 2024Q4: 17,517 shares; 2025Q1: 22,208 shares; 2025Q2: 31,336 shares; 2025Q3: 36,861 shares 36,861 $1.84M 0.02% +5,525 Timeline SMIN 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: 24,183 shares; 2025Q3: 25,554 shares 25,554 $1.83M 0.02% +1,371 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,113 shares; 2025Q1: 10,465 shares; 2025Q2: 11,118 shares; 2025Q3: 13,257 shares 13,257 $1.83M 0.02% +2,139 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: 5,736 shares; 2025Q1: 9,977 shares; 2025Q2: 10,884 shares; 2025Q3: 25,867 shares 25,867 $1.82M 0.02% +14,983 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 49,887 shares; 2025Q3: 50,842 shares 50,842 $1.81M 0.02% +955 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: 63,815 shares; 2024Q4: 51,043 shares; 2025Q1: 48,195 shares; 2025Q2: 34,166 shares; 2025Q3: 34,166 shares 34,166 $1.81M 0.02% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,868 shares; 2025Q1: 37,761 shares; 2025Q2: 37,563 shares; 2025Q3: 37,882 shares 37,882 $1.8M 0.02% +319 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,578 shares; 2025Q1: 3,855 shares; 2025Q2: 3,422 shares; 2025Q3: 2,330 shares 2,330 $1.8M 0.02% -1,092 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: 60,938 shares; 2024Q4: 63,325 shares; 2025Q1: 63,845 shares; 2025Q2: 64,837 shares; 2025Q3: 69,481 shares 69,481 $1.8M 0.02% +4,644 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,095 shares; 2024Q4: 23,083 shares; 2025Q1: 22,583 shares; 2025Q2: 22,405 shares; 2025Q3: 23,921 shares 23,921 $1.8M 0.02% +1,516 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,581 shares; 2024Q4: 50,934 shares; 2025Q1: 52,283 shares; 2025Q2: 56,333 shares; 2025Q3: 60,603 shares 60,603 $1.8M 0.02% +4,270 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: 7,863 shares; 2025Q2: 17,774 shares; 2025Q3: 12,313 shares 12,313 $1.79M 0.02% -5,461 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,298 shares; 2024Q4: 20,368 shares; 2025Q1: 24,549 shares; 2025Q2: 26,095 shares; 2025Q3: 27,106 shares 27,106 $1.79M 0.02% +1,011 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,277 shares; 2025Q1: 5,645 shares; 2025Q2: 6,133 shares; 2025Q3: 7,731 shares 7,731 $1.78M 0.02% +1,598 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: not reported; 2024Q4: 12,046 shares; 2025Q1: 33,221 shares; 2025Q2: 33,961 shares; 2025Q3: 35,001 shares 35,001 $1.76M 0.02% +1,040 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,013 shares; 2024Q4: 26,969 shares; 2025Q1: 26,859 shares; 2025Q2: 27,445 shares; 2025Q3: 26,286 shares 26,286 $1.76M 0.02% -1,159 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,426 shares; 2024Q4: 34,293 shares; 2025Q1: 35,143 shares; 2025Q2: 36,314 shares; 2025Q3: 38,668 shares 38,668 $1.75M 0.02% +2,354 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: 18,175 shares; 2024Q4: 18,980 shares; 2025Q1: 18,912 shares; 2025Q2: 27,156 shares; 2025Q3: 29,184 shares 29,184 $1.74M 0.02% +2,028 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 31,059 shares; 2025Q1: 32,870 shares; 2025Q2: 33,283 shares; 2025Q3: 33,325 shares 33,325 $1.73M 0.02% +42 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 7,522 shares; 2025Q1: 9,060 shares; 2025Q2: 5,853 shares; 2025Q3: 6,213 shares 6,213 $1.73M 0.02% +360 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 9,134 shares; 2025Q1: 34,073 shares; 2025Q2: 33,784 shares; 2025Q3: 34,392 shares 34,392 $1.73M 0.02% +608 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,923 shares; 2024Q4: 28,620 shares; 2025Q1: 29,611 shares; 2025Q2: 31,710 shares; 2025Q3: 33,081 shares 33,081 $1.73M 0.02% +1,371 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 9,454 shares; 2025Q1: 9,549 shares; 2025Q2: 12,322 shares; 2025Q3: 12,294 shares 12,294 $1.73M 0.02% -28 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,230 shares; 2025Q1: 35,535 shares; 2025Q2: 32,355 shares; 2025Q3: 30,143 shares 30,143 $1.73M 0.02% -2,212 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,337 shares; 2024Q4: 29,548 shares; 2025Q1: 26,341 shares; 2025Q2: 28,920 shares; 2025Q3: 28,698 shares 28,698 $1.72M 0.02% -222 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: 18,630 shares; 2024Q4: 14,345 shares; 2025Q1: 18,456 shares; 2025Q2: 18,308 shares; 2025Q3: 17,599 shares 17,599 $1.72M 0.02% -709 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,551 shares; 2024Q4: 113,618 shares; 2025Q1: 114,637 shares; 2025Q2: 114,268 shares; 2025Q3: 93,217 shares 93,217 $1.72M 0.02% -21,051 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,985 shares; 2025Q3: 21,549 shares 21,549 $1.7M 0.02% +6,564 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 5,079 shares; 2025Q1: 7,048 shares; 2025Q2: 9,974 shares; 2025Q3: 7,491 shares 7,491 $1.69M 0.02% -2,483 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,239 shares; 2024Q4: 32,667 shares; 2025Q1: 39,111 shares; 2025Q2: 31,286 shares; 2025Q3: 30,832 shares 30,832 $1.69M 0.02% -454 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: 9,144 shares; 2024Q4: 16,475 shares; 2025Q1: 14,840 shares; 2025Q2: 15,795 shares; 2025Q3: 16,236 shares 16,236 $1.68M 0.02% +441 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,622 shares; 2024Q4: 103,585 shares; 2025Q1: 133,706 shares; 2025Q2: 139,828 shares; 2025Q3: 135,772 shares 135,772 $1.68M 0.02% -4,056 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 6,317 shares; 2025Q1: 8,597 shares; 2025Q2: 10,058 shares; 2025Q3: 10,809 shares 10,809 $1.68M 0.02% +751 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 11,326 shares; 2025Q1: 51,919 shares; 2025Q2: 81,953 shares; 2025Q3: 81,303 shares 81,303 $1.67M 0.02% -650 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,303 shares; 2025Q3: 10,232 shares 10,232 $1.67M 0.02% +4,929 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,855 shares; 2024Q4: 52,740 shares; 2025Q1: 35,888 shares; 2025Q2: 23,973 shares; 2025Q3: 21,777 shares 21,777 $1.67M 0.02% -2,196 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,998 shares; 2024Q4: 36,483 shares; 2025Q1: 33,405 shares; 2025Q2: 39,765 shares; 2025Q3: 39,698 shares 39,698 $1.67M 0.02% -67 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: 21,543 shares; 2024Q4: 22,168 shares; 2025Q1: 23,696 shares; 2025Q2: 21,705 shares; 2025Q3: 23,082 shares 23,082 $1.67M 0.02% +1,377 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,195 shares; 2024Q4: 44,895 shares; 2025Q1: 54,767 shares; 2025Q2: 60,724 shares; 2025Q3: 64,995 shares 64,995 $1.67M 0.02% +4,271 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: 25,868 shares; 2024Q4: 29,728 shares; 2025Q1: 26,225 shares; 2025Q2: 35,937 shares; 2025Q3: 26,516 shares 26,516 $1.66M 0.02% -9,421 Timeline BNOV 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: 55,346 shares; 2024Q4: 44,649 shares; 2025Q1: 42,845 shares; 2025Q2: 38,826 shares; 2025Q3: 38,021 shares 38,021 $1.65M 0.02% -805 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: 26,526 shares; 2024Q4: 25,480 shares; 2025Q1: 25,460 shares; 2025Q2: 22,042 shares; 2025Q3: 21,171 shares 21,171 $1.65M 0.02% -871 Timeline SCHB 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: 24,153 shares; 2024Q4: 65,098 shares; 2025Q1: 69,516 shares; 2025Q2: 62,479 shares; 2025Q3: 64,088 shares 64,088 $1.65M 0.02% +1,609 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,227 shares; 2024Q4: 17,364 shares; 2025Q1: 23,707 shares; 2025Q2: 26,867 shares; 2025Q3: 26,246 shares 26,246 $1.65M 0.02% -621 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 9,931 shares; 2025Q1: 44,083 shares; 2025Q2: 59,818 shares; 2025Q3: 67,543 shares 67,543 $1.64M 0.02% +7,725 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: 19,904 shares; 2024Q4: 33,395 shares; 2025Q1: 45,066 shares; 2025Q2: 50,844 shares; 2025Q3: 50,249 shares 50,249 $1.64M 0.02% -595 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: 30,137 shares; 2024Q4: 30,786 shares; 2025Q1: 45,576 shares; 2025Q2: 61,766 shares; 2025Q3: 68,787 shares 68,787 $1.63M 0.02% +7,021 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 8,743 shares; 2025Q1: 7,944 shares; 2025Q2: 8,666 shares; 2025Q3: 5,911 shares 5,911 $1.62M 0.02% -2,755 Timeline FLRT 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: 4,253 shares; 2024Q4: 4,806 shares; 2025Q1: 15,781 shares; 2025Q2: 18,685 shares; 2025Q3: 34,141 shares 34,141 $1.62M 0.02% +15,456 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,165 shares; 2024Q4: 23,708 shares; 2025Q1: 27,386 shares; 2025Q2: 35,693 shares; 2025Q3: 38,277 shares 38,277 $1.61M 0.02% +2,584 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,390 shares; 2024Q4: 27,794 shares; 2025Q1: 32,624 shares; 2025Q2: 31,764 shares; 2025Q3: 31,750 shares 31,750 $1.61M 0.02% -14 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,252 shares; 2025Q1: 1,776 shares; 2025Q2: 3,243 shares; 2025Q3: 4,601 shares 4,601 $1.61M 0.02% +1,358 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,757 shares; 2024Q4: 19,502 shares; 2025Q1: 20,723 shares; 2025Q2: 21,154 shares; 2025Q3: 21,561 shares 21,561 $1.61M 0.02% +407 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: 31,645 shares; 2024Q4: 29,689 shares; 2025Q1: 29,967 shares; 2025Q2: 25,431 shares; 2025Q3: 26,192 shares 26,192 $1.6M 0.02% +761 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,953 shares; 2025Q1: 4,269 shares; 2025Q2: 3,735 shares; 2025Q3: 3,250 shares 3,250 $1.6M 0.02% -485 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: 8,844 shares; 2024Q4: 8,456 shares; 2025Q1: 8,724 shares; 2025Q2: 8,984 shares; 2025Q3: 8,866 shares 8,866 $1.59M 0.02% -118 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,339 shares; 2025Q1: 4,987 shares; 2025Q2: 5,333 shares; 2025Q3: 6,105 shares 6,105 $1.58M 0.02% +772 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,734 shares 36,734 $1.58M 0.02% new 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: 12,237 shares; 2024Q4: 14,368 shares; 2025Q1: 22,528 shares; 2025Q2: 28,515 shares; 2025Q3: 37,712 shares 37,712 $1.58M 0.02% +9,197 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,277 shares 83,277 $1.58M 0.02% new 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: 6,318 shares; 2024Q4: 6,462 shares; 2025Q1: 7,110 shares; 2025Q2: 6,253 shares; 2025Q3: 6,028 shares 6,028 $1.57M 0.02% -225 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,512 shares; 2025Q3: 29,882 shares 29,882 $1.57M 0.02% +21,370 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,003 shares; 2025Q1: 8,688 shares; 2025Q2: 12,679 shares; 2025Q3: 11,265 shares 11,265 $1.56M 0.02% -1,414 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,209 shares; 2025Q2: 21,916 shares; 2025Q3: 30,541 shares 30,541 $1.56M 0.02% +8,625 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,571 shares; 2025Q1: 99,280 shares; 2025Q2: 91,607 shares; 2025Q3: 65,803 shares 65,803 $1.55M 0.02% -25,804 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: 23,681 shares; 2024Q4: 17,181 shares; 2025Q1: 59,756 shares; 2025Q2: 68,376 shares; 2025Q3: 58,667 shares 58,667 $1.55M 0.02% -9,709 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: 22,911 shares; 2024Q4: 20,737 shares; 2025Q1: 20,824 shares; 2025Q2: 20,816 shares; 2025Q3: 20,404 shares 20,404 $1.53M 0.02% -412 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: 31,352 shares; 2024Q4: 31,352 shares; 2025Q1: 26,576 shares; 2025Q2: 27,891 shares; 2025Q3: 27,346 shares 27,346 $1.53M 0.02% -545 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,673 shares; 2024Q4: 29,105 shares; 2025Q1: 29,120 shares; 2025Q2: 28,087 shares; 2025Q3: 29,224 shares 29,224 $1.53M 0.02% +1,137 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,415 shares; 2025Q2: 28,935 shares; 2025Q3: 44,411 shares 44,411 $1.52M 0.02% +15,476 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,643 shares; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 4,464 shares 4,464 $1.52M 0.02% +2,850 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,895 shares; 2025Q1: 2,859 shares; 2025Q2: 3,165 shares; 2025Q3: 3,114 shares 3,114 $1.5M 0.02% -51 WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 25,008 shares; 2025Q1: 24,034 shares; 2025Q2: 23,279 shares; 2025Q3: 22,269 shares 22,269 $1.5M 0.02% -1,010 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: 22,051 shares; 2024Q4: 27,552 shares; 2025Q1: 32,166 shares; 2025Q2: 29,403 shares; 2025Q3: 28,723 shares 28,723 $1.5M 0.02% -680 Timeline USMV 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: 15,755 shares; 2024Q4: 15,078 shares; 2025Q1: 15,010 shares; 2025Q2: 14,790 shares; 2025Q3: 15,758 shares 15,758 $1.5M 0.02% +968 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: 59,959 shares; 2024Q4: 60,639 shares; 2025Q1: 60,166 shares; 2025Q2: 62,223 shares; 2025Q3: 57,914 shares 57,914 $1.5M 0.02% -4,309 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,896 shares; 2024Q4: 85,379 shares; 2025Q1: 78,306 shares; 2025Q2: 79,252 shares; 2025Q3: 77,600 shares 77,600 $1.49M 0.02% -1,652 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: 1,407 shares; 2024Q4: 1,607 shares; 2025Q1: 1,720 shares; 2025Q2: 1,753 shares; 2025Q3: 1,549 shares 1,549 $1.48M 0.02% -204 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: 15,605 shares; 2024Q4: 13,818 shares; 2025Q1: 15,007 shares; 2025Q2: 16,152 shares; 2025Q3: 32,633 shares 32,633 $1.47M 0.02% +16,481 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: not reported; 2024Q4: not reported; 2025Q1: 19,634 shares; 2025Q2: 36,531 shares; 2025Q3: 54,388 shares 54,388 $1.46M 0.02% +17,857 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,514 shares; 2025Q1: 28,334 shares; 2025Q2: 29,358 shares; 2025Q3: 30,492 shares 30,492 $1.45M 0.02% +1,134 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 9,038 shares; 2025Q1: 9,765 shares; 2025Q2: 9,409 shares; 2025Q3: 16,718 shares 16,718 $1.45M 0.02% +7,309 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,325 shares; 2024Q4: 13,432 shares; 2025Q1: 14,135 shares; 2025Q2: 14,940 shares; 2025Q3: 13,737 shares 13,737 $1.44M 0.02% -1,203 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,768 shares; 2025Q3: 9,537 shares 9,537 $1.44M 0.02% +769 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,289 shares 20,289 $1.43M 0.02% new Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 44,168 shares; 2025Q1: 53,779 shares; 2025Q2: 52,844 shares; 2025Q3: 56,168 shares 56,168 $1.43M 0.02% +3,324 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 12,677 shares; 2025Q1: 14,537 shares; 2025Q2: 14,827 shares; 2025Q3: 13,984 shares 13,984 $1.43M 0.02% -843 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 4,102 shares; 2025Q1: 2,489 shares; 2025Q2: 4,351 shares; 2025Q3: 7,716 shares 7,716 $1.42M 0.02% +3,365 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: 8,526 shares; 2024Q4: 9,782 shares; 2025Q1: 9,148 shares; 2025Q2: 29,866 shares; 2025Q3: 28,952 shares 28,952 $1.42M 0.02% -914 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,135 shares; 2024Q4: 20,792 shares; 2025Q1: 28,953 shares; 2025Q2: 28,311 shares; 2025Q3: 29,725 shares 29,725 $1.41M 0.02% +1,414 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,839 shares; 2025Q1: 2,877 shares; 2025Q2: 2,918 shares; 2025Q3: 2,906 shares 2,906 $1.41M 0.02% -12 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,796 shares; 2024Q4: 38,496 shares; 2025Q1: 46,521 shares; 2025Q2: 50,371 shares; 2025Q3: 52,571 shares 52,571 $1.41M 0.02% +2,200 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: not reported; 2024Q4: 21,217 shares; 2025Q1: 29,082 shares; 2025Q2: 31,346 shares; 2025Q3: 28,548 shares 28,548 $1.41M 0.02% -2,798 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,995 shares; 2025Q3: 30,220 shares 30,220 $1.41M 0.02% -7,775 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: 9,308 shares; 2024Q4: 11,425 shares; 2025Q1: 13,241 shares; 2025Q2: 12,584 shares; 2025Q3: 12,529 shares 12,529 $1.4M 0.02% -55 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,251 shares; 2024Q4: 14,350 shares; 2025Q1: 16,453 shares; 2025Q2: 15,505 shares; 2025Q3: 31,233 shares 31,233 $1.4M 0.02% +15,728 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: 2,833 shares; 2024Q4: 4,005 shares; 2025Q1: 3,038 shares; 2025Q2: 1,347 shares; 2025Q3: 1,064 shares 1,064 $1.4M 0.02% -283 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,169 shares; 2024Q4: 29,047 shares; 2025Q1: 30,107 shares; 2025Q2: 28,607 shares; 2025Q3: 28,760 shares 28,760 $1.39M 0.02% +153 Timeline IEZ 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: 25,834 shares; 2025Q2: 76,089 shares; 2025Q3: 72,163 shares 72,163 $1.39M 0.02% -3,926 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 5,813 shares; 2025Q1: 3,598 shares; 2025Q2: 3,738 shares; 2025Q3: 3,798 shares 3,798 $1.39M 0.02% +60 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 13,912 shares; 2025Q1: 13,288 shares; 2025Q2: 7,615 shares; 2025Q3: 9,506 shares 9,506 $1.38M 0.02% +1,891 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 12,352 shares; 2025Q1: 16,050 shares; 2025Q2: 16,582 shares; 2025Q3: 15,521 shares 15,521 $1.38M 0.02% -1,061 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,435 shares; 2025Q1: 6,365 shares; 2025Q2: 6,233 shares; 2025Q3: 6,288 shares 6,288 $1.38M 0.02% +55 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: 13,820 shares; 2024Q4: 16,221 shares; 2025Q1: 19,231 shares; 2025Q2: 20,280 shares; 2025Q3: 20,265 shares 20,265 $1.37M 0.02% -15 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 5,319 shares; 2025Q1: 5,700 shares; 2025Q2: 5,741 shares; 2025Q3: 7,259 shares 7,259 $1.36M 0.02% +1,518 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 31,388 shares; 2025Q1: 38,606 shares; 2025Q2: 39,563 shares; 2025Q3: 59,473 shares 59,473 $1.35M 0.02% +19,910 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,711 shares; 2024Q4: 26,686 shares; 2025Q1: 27,411 shares; 2025Q2: 31,539 shares; 2025Q3: 34,032 shares 34,032 $1.35M 0.02% +2,493 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 71,500 shares; 2025Q1: 68,994 shares; 2025Q2: 65,730 shares; 2025Q3: 54,463 shares 54,463 $1.35M 0.02% -11,267 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 9,151 shares; 2025Q1: 9,421 shares; 2025Q2: 9,134 shares; 2025Q3: 10,321 shares 10,321 $1.34M 0.02% +1,187 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 9,375 shares; 2025Q1: 9,400 shares; 2025Q2: 9,423 shares; 2025Q3: 18,415 shares 18,415 $1.34M 0.02% +8,992 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: 25,096 shares; 2024Q4: 25,096 shares; 2025Q1: 24,216 shares; 2025Q2: 24,216 shares; 2025Q3: 24,216 shares 24,216 $1.34M 0.02% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,518 shares; 2024Q4: 21,941 shares; 2025Q1: 12,220 shares; 2025Q2: 15,915 shares; 2025Q3: 17,603 shares 17,603 $1.34M 0.02% +1,688 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,614 shares; 2025Q2: 61,618 shares; 2025Q3: 63,877 shares 63,877 $1.33M 0.02% +2,259 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,587 shares; 2024Q4: 21,085 shares; 2025Q1: 81,997 shares; 2025Q2: 63,064 shares; 2025Q3: 64,340 shares 64,340 $1.33M 0.02% +1,276 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,534 shares; 2025Q1: 10,342 shares; 2025Q2: 10,368 shares; 2025Q3: 10,437 shares 10,437 $1.32M 0.02% +69 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 8,913 shares; 2025Q1: 9,975 shares; 2025Q2: 9,632 shares; 2025Q3: 9,829 shares 9,829 $1.32M 0.02% +197 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 35,354 shares; 2025Q3: 35,729 shares 35,729 $1.32M 0.02% +375 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 6,448 shares; 2025Q1: 10,229 shares; 2025Q2: 12,287 shares; 2025Q3: 16,788 shares 16,788 $1.32M 0.02% +4,501 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,046 shares; 2025Q3: 41,185 shares 41,185 $1.31M 0.02% +9,139 Timeline FIIG 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: 65,395 shares; 2024Q4: 60,032 shares; 2025Q1: 58,828 shares; 2025Q2: 61,560 shares; 2025Q3: 61,617 shares 61,617 $1.31M 0.02% +57 Timeline HDV 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: 4,745 shares; 2024Q4: 4,620 shares; 2025Q1: 10,213 shares; 2025Q2: 11,401 shares; 2025Q3: 10,619 shares 10,619 $1.3M 0.02% -782 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,577 shares; 2025Q2: 74,073 shares; 2025Q3: 77,327 shares 77,327 $1.29M 0.02% +3,254 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,412 shares; 2025Q2: 4,222 shares; 2025Q3: 4,722 shares 4,722 $1.28M 0.02% +500 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,573 shares; 2025Q1: 1,852 shares; 2025Q2: 1,879 shares; 2025Q3: 6,348 shares 6,348 $1.28M 0.02% +4,469 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 20,015 shares; 2025Q1: 30,199 shares; 2025Q2: 57,464 shares; 2025Q3: 58,493 shares 58,493 $1.28M 0.02% +1,029 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 26,130 shares; 2025Q1: 25,858 shares; 2025Q2: 27,062 shares; 2025Q3: 27,307 shares 27,307 $1.27M 0.02% +245 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: 39,668 shares; 2024Q4: 38,408 shares; 2025Q1: 40,760 shares; 2025Q2: 45,936 shares; 2025Q3: 51,795 shares 51,795 $1.27M 0.02% +5,859 Timeline LENZ LENZ THERAPEUTICS INC More: the full row for LENZ THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,504 shares; 2024Q4: 27,304 shares; 2025Q1: 27,304 shares; 2025Q2: 27,304 shares; 2025Q3: 27,304 shares 27,304 $1.27M 0.02% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,371 shares; 2024Q4: 71,557 shares; 2025Q1: 70,015 shares; 2025Q2: 71,772 shares; 2025Q3: 85,071 shares 85,071 $1.27M 0.02% +13,299 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,070 shares; 2025Q2: 33,295 shares; 2025Q3: 37,113 shares 37,113 $1.27M 0.02% +3,818 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,178 shares; 2024Q4: 4,433 shares; 2025Q1: 6,531 shares; 2025Q2: 2,111 shares; 2025Q3: 6,142 shares 6,142 $1.26M 0.02% +4,031 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,145 shares 28,145 $1.26M 0.02% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,795 shares; 2024Q4: 127,078 shares; 2025Q1: 122,372 shares; 2025Q2: 122,044 shares; 2025Q3: 112,099 shares 112,099 $1.26M 0.02% -9,945 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,145 shares; 2025Q1: 2,567 shares; 2025Q2: 7,914 shares; 2025Q3: 8,071 shares 8,071 $1.25M 0.02% +157 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: 10,559 shares; 2024Q4: 10,223 shares; 2025Q1: 46,833 shares; 2025Q2: 69,276 shares; 2025Q3: 66,694 shares 66,694 $1.25M 0.02% -2,582 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: 24,853 shares; 2024Q4: 24,154 shares; 2025Q1: 27,346 shares; 2025Q2: 17,471 shares; 2025Q3: 17,776 shares 17,776 $1.24M 0.02% +305 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: 4,808 shares; 2024Q4: 6,203 shares; 2025Q1: 6,215 shares; 2025Q2: 6,225 shares; 2025Q3: 9,866 shares 9,866 $1.24M 0.02% +3,641 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: 20,032 shares; 2024Q4: 20,124 shares; 2025Q1: 20,881 shares; 2025Q2: 23,805 shares; 2025Q3: 25,345 shares 25,345 $1.24M 0.02% +1,540 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: 24,295 shares; 2024Q4: 24,698 shares; 2025Q1: 19,232 shares; 2025Q2: 17,402 shares; 2025Q3: 15,905 shares 15,905 $1.23M 0.02% -1,497 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 2,083 shares; 2025Q1: 2,199 shares; 2025Q2: 2,493 shares; 2025Q3: 2,397 shares 2,397 $1.23M 0.02% -96 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: 21,906 shares; 2024Q4: 22,380 shares; 2025Q1: 25,197 shares; 2025Q2: 25,601 shares; 2025Q3: 21,691 shares 21,691 $1.23M 0.02% -3,910 Timeline SDIV 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: 27,859 shares; 2025Q2: 46,775 shares; 2025Q3: 51,194 shares 51,194 $1.23M 0.02% +4,419 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,075 shares; 2025Q2: 78,826 shares; 2025Q3: 72,483 shares 72,483 $1.22M 0.02% -6,343 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 8,781 shares; 2025Q1: 9,337 shares; 2025Q2: 9,350 shares; 2025Q3: 9,111 shares 9,111 $1.22M 0.02% -239 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,390 shares; 2025Q2: 54,073 shares; 2025Q3: 56,510 shares 56,510 $1.21M 0.02% +2,437 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,960 shares; 2025Q1: 5,327 shares; 2025Q2: 4,969 shares; 2025Q3: 5,287 shares 5,287 $1.21M 0.02% +318 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: 34,637 shares; 2024Q4: 14,272 shares; 2025Q1: 10,813 shares; 2025Q2: 12,256 shares; 2025Q3: 11,696 shares 11,696 $1.21M 0.02% -560 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: 129,699 shares; 2024Q4: 206,508 shares; 2025Q1: 155,029 shares; 2025Q2: 80,814 shares; 2025Q3: 53,177 shares 53,177 $1.21M 0.02% -27,637 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,670 shares; 2025Q2: 39,223 shares; 2025Q3: 62,154 shares 62,154 $1.2M 0.02% +22,931 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: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,659 shares; 2025Q3: 10,764 shares 10,764 $1.2M 0.02% +7,105 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,624 shares; 2025Q2: 9,893 shares; 2025Q3: 13,507 shares 13,507 $1.2M 0.02% +3,614 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,741 shares; 2024Q4: 37,666 shares; 2025Q1: 36,788 shares; 2025Q2: 34,123 shares; 2025Q3: 33,207 shares 33,207 $1.2M 0.02% -916 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: not reported; 2024Q4: not reported; 2025Q1: 21,904 shares; 2025Q2: 22,125 shares; 2025Q3: 22,909 shares 22,909 $1.2M 0.02% +784 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: 35,309 shares; 2024Q4: 48,640 shares; 2025Q1: 59,531 shares; 2025Q2: 25,855 shares; 2025Q3: 21,547 shares 21,547 $1.2M 0.02% -4,308 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: 13,112 shares; 2024Q4: 25,171 shares; 2025Q1: 24,561 shares; 2025Q2: 23,830 shares; 2025Q3: 22,517 shares 22,517 $1.2M 0.02% -1,313 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: 50,540 shares; 2024Q4: 31,375 shares; 2025Q1: 26,274 shares; 2025Q2: 25,559 shares; 2025Q3: 26,881 shares 26,881 $1.19M 0.02% +1,322 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,515 shares; 2024Q4: 14,349 shares; 2025Q1: 14,988 shares; 2025Q2: 19,109 shares; 2025Q3: 20,151 shares 20,151 $1.18M 0.02% +1,042 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,372 shares; 2025Q1: 1,155 shares; 2025Q2: 1,138 shares; 2025Q3: 3,424 shares 3,424 $1.18M 0.02% +2,286 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 6,154 shares; 2025Q1: not reported; 2025Q2: 6,607 shares; 2025Q3: 15,927 shares 15,927 $1.18M 0.02% +9,320 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 12,559 shares; 2025Q1: 20,303 shares; 2025Q2: 36,195 shares; 2025Q3: 49,290 shares 49,290 $1.18M 0.02% +13,095 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,679 shares; 2025Q1: 4,190 shares; 2025Q2: 2,036 shares; 2025Q3: 4,641 shares 4,641 $1.17M 0.02% +2,605 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: 8,447 shares; 2024Q4: 8,944 shares; 2025Q1: 10,513 shares; 2025Q2: 10,630 shares; 2025Q3: 10,413 shares 10,413 $1.16M 0.02% -217 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 10,538 shares; 2025Q1: 11,191 shares; 2025Q2: 11,193 shares; 2025Q3: 10,996 shares 10,996 $1.15M 0.01% -197 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,677 shares; 2025Q1: 10,044 shares; 2025Q2: 9,746 shares; 2025Q3: 9,813 shares 9,813 $1.15M 0.01% +67 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,800 shares; 2024Q4: 14,371 shares; 2025Q1: 13,000 shares; 2025Q2: 13,663 shares; 2025Q3: 13,800 shares 13,800 $1.14M 0.01% +137 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,038 shares; 2024Q4: 14,452 shares; 2025Q1: 20,045 shares; 2025Q2: 21,318 shares; 2025Q3: 22,524 shares 22,524 $1.14M 0.01% +1,206 Timeline RDVI 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: 50,565 shares; 2024Q4: 54,990 shares; 2025Q1: 57,874 shares; 2025Q2: 65,376 shares; 2025Q3: 44,161 shares 44,161 $1.14M 0.01% -21,215 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: 3,013 shares; 2024Q4: 3,349 shares; 2025Q1: 3,526 shares; 2025Q2: 3,375 shares; 2025Q3: 3,280 shares 3,280 $1.14M 0.01% -95 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,069 shares; 2025Q3: 9,572 shares 9,572 $1.13M 0.01% +1,503 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,489 shares; 2025Q1: 4,260 shares; 2025Q2: 4,653 shares; 2025Q3: 5,300 shares 5,300 $1.13M 0.01% +647 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 8,328 shares; 2025Q1: 13,700 shares; 2025Q2: 13,692 shares; 2025Q3: 15,929 shares 15,929 $1.13M 0.01% +2,237 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 23,836 shares; 2025Q1: 36,630 shares; 2025Q2: 45,476 shares; 2025Q3: 42,061 shares 42,061 $1.13M 0.01% -3,415 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: 8,880 shares; 2024Q4: 10,394 shares; 2025Q1: 10,851 shares; 2025Q2: 11,123 shares; 2025Q3: 11,198 shares 11,198 $1.13M 0.01% +75 Timeline PBJN PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 38,093 shares; 2025Q3: 38,093 shares 38,093 $1.12M 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,717 shares; 2025Q1: 6,608 shares; 2025Q2: 6,133 shares; 2025Q3: 8,111 shares 8,111 $1.12M 0.01% +1,978 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: 5,231 shares; 2024Q4: 6,076 shares; 2025Q1: 8,573 shares; 2025Q2: 7,941 shares; 2025Q3: 7,341 shares 7,341 $1.12M 0.01% -600 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,672 shares; 2024Q4: 60,098 shares; 2025Q1: 54,173 shares; 2025Q2: 48,354 shares; 2025Q3: 48,424 shares 48,424 $1.11M 0.01% +70 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 34,794 shares; 2025Q1: 37,704 shares; 2025Q2: 43,692 shares; 2025Q3: 11,847 shares 11,847 $1.11M 0.01% -31,845 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,646 shares; 2024Q4: 63,032 shares; 2025Q1: 70,979 shares; 2025Q2: 67,281 shares; 2025Q3: 47,174 shares 47,174 $1.1M 0.01% -20,107 RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,270 shares; 2025Q2: 21,859 shares; 2025Q3: 36,999 shares 36,999 $1.1M 0.01% +15,140 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,923 shares; 2025Q1: 2,014 shares; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares 1,721 $1.1M 0.01% -14 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,237 shares; 2024Q4: 16,105 shares; 2025Q1: 16,341 shares; 2025Q2: 15,791 shares; 2025Q3: 12,263 shares 12,263 $1.1M 0.01% -3,528 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,756 shares; 2025Q1: 13,783 shares; 2025Q2: 15,001 shares; 2025Q3: 14,976 shares 14,976 $1.1M 0.01% -25 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,826 shares; 2025Q1: 1,423 shares; 2025Q2: 1,652 shares; 2025Q3: 1,329 shares 1,329 $1.1M 0.01% -323 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,950 shares; 2025Q2: 18,994 shares; 2025Q3: 27,884 shares 27,884 $1.09M 0.01% +8,890 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,625 shares; 2024Q4: 18,779 shares; 2025Q1: 19,319 shares; 2025Q2: 19,396 shares; 2025Q3: 19,309 shares 19,309 $1.09M 0.01% -87 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 14,058 shares; 2025Q1: 13,828 shares; 2025Q2: 20,630 shares; 2025Q3: 18,264 shares 18,264 $1.09M 0.01% -2,366 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,402 shares; 2024Q4: 35,402 shares; 2025Q1: 41,989 shares; 2025Q2: 35,152 shares; 2025Q3: 58,084 shares 58,084 $1.09M 0.01% +22,932 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 2,171 shares; 2025Q2: 1,461 shares; 2025Q3: 5,094 shares 5,094 $1.09M 0.01% +3,633 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: 43,592 shares; 2024Q4: 36,183 shares; 2025Q1: 31,500 shares; 2025Q2: 29,225 shares; 2025Q3: 28,772 shares 28,772 $1.09M 0.01% -453 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS 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: 70,054 shares 70,054 $1.08M 0.01% new Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,948 shares; 2024Q4: 27,048 shares; 2025Q1: 27,048 shares; 2025Q2: 27,098 shares; 2025Q3: 25,898 shares 25,898 $1.08M 0.01% -1,200 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,144 shares; 2024Q4: 150,120 shares; 2025Q1: 154,617 shares; 2025Q2: 150,460 shares; 2025Q3: 169,880 shares 169,880 $1.08M 0.01% +19,420 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: 24,028 shares; 2024Q4: 24,128 shares; 2025Q1: 22,522 shares; 2025Q2: 22,086 shares; 2025Q3: 21,463 shares 21,463 $1.07M 0.01% -623 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 6,206 shares; 2025Q1: 6,380 shares; 2025Q2: 6,313 shares; 2025Q3: 6,408 shares 6,408 $1.07M 0.01% +95 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 13,868 shares; 2025Q1: 13,939 shares; 2025Q2: 18,199 shares; 2025Q3: 17,803 shares 17,803 $1.06M 0.01% -396 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 7,110 shares; 2025Q1: 7,738 shares; 2025Q2: 7,750 shares; 2025Q3: 7,483 shares 7,483 $1.06M 0.01% -267 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,555 shares; 2024Q4: 60,872 shares; 2025Q1: 56,273 shares; 2025Q2: 51,336 shares; 2025Q3: 44,954 shares 44,954 $1.06M 0.01% -6,382 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,940 shares; 2024Q4: 37,203 shares; 2025Q1: 35,517 shares; 2025Q2: 33,929 shares; 2025Q3: 30,979 shares 30,979 $1.06M 0.01% -2,950 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: 5,228 shares; 2024Q4: 4,986 shares; 2025Q1: 4,929 shares; 2025Q2: 4,894 shares; 2025Q3: 4,772 shares 4,772 $1.06M 0.01% -122 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 872 shares; 2025Q1: 897 shares; 2025Q2: 923 shares; 2025Q3: 1,151 shares 1,151 $1.06M 0.01% +228 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 6,466 shares; 2025Q1: 6,364 shares; 2025Q2: 6,955 shares; 2025Q3: 6,595 shares 6,595 $1.06M 0.01% -360 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 10,454 shares; 2025Q1: 9,693 shares; 2025Q2: 8,574 shares; 2025Q3: 7,984 shares 7,984 $1.06M 0.01% -590 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,067 shares; 2024Q4: 31,190 shares; 2025Q1: 32,302 shares; 2025Q2: 27,524 shares; 2025Q3: 21,800 shares 21,800 $1.05M 0.01% -5,724 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: 13,982 shares; 2024Q4: 24,167 shares; 2025Q1: 24,167 shares; 2025Q2: 27,667 shares; 2025Q3: 27,667 shares 27,667 $1.05M 0.01% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,471 shares; 2024Q4: 36,015 shares; 2025Q1: 36,172 shares; 2025Q2: 36,359 shares; 2025Q3: 36,307 shares 36,307 $1.05M 0.01% -52 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,241 shares; 2025Q1: 5,103 shares; 2025Q2: 7,354 shares; 2025Q3: 7,390 shares 7,390 $1.05M 0.01% +36 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,373 shares 45,373 $1.04M 0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,770 shares; 2024Q4: 19,657 shares; 2025Q1: 19,852 shares; 2025Q2: 19,299 shares; 2025Q3: 17,516 shares 17,516 $1.04M 0.01% -1,783 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: 7,158 shares; 2024Q4: 5,674 shares; 2025Q1: 6,304 shares; 2025Q2: 6,301 shares; 2025Q3: 6,104 shares 6,104 $1.03M 0.01% -197 Timeline IXJ 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: 3,120 shares; 2025Q1: 3,020 shares; 2025Q2: 2,842 shares; 2025Q3: 11,665 shares 11,665 $1.03M 0.01% +8,823 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: 30,440 shares; 2024Q4: 28,488 shares; 2025Q1: 28,011 shares; 2025Q2: 24,880 shares; 2025Q3: 23,158 shares 23,158 $1.03M 0.01% -1,722 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 8,084 shares; 2025Q1: 8,077 shares; 2025Q2: 10,083 shares; 2025Q3: 10,189 shares 10,189 $1.03M 0.01% +106 Timeline FPEI 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: 49,976 shares; 2024Q4: 43,807 shares; 2025Q1: 44,922 shares; 2025Q2: 52,664 shares; 2025Q3: 53,221 shares 53,221 $1.03M 0.01% +557 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: 5,350 shares; 2024Q4: 5,314 shares; 2025Q1: 5,303 shares; 2025Q2: 4,944 shares; 2025Q3: 4,942 shares 4,942 $1.03M 0.01% -2 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,290 shares; 2024Q4: 62,705 shares; 2025Q1: 62,081 shares; 2025Q2: 62,050 shares; 2025Q3: 62,239 shares 62,239 $1.02M 0.01% +189 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: 1,809 shares; 2024Q4: 747 shares; 2025Q1: 1,124 shares; 2025Q2: 1,301 shares; 2025Q3: 1,299 shares 1,299 $1.02M 0.01% -2 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,161 shares; 2025Q1: 26,957 shares; 2025Q2: 27,069 shares; 2025Q3: 27,312 shares 27,312 $1.02M 0.01% +243 Timeline FTQI 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: 29,423 shares; 2024Q4: 39,622 shares; 2025Q1: 45,675 shares; 2025Q2: 47,521 shares; 2025Q3: 49,287 shares 49,287 $1.02M 0.01% +1,766 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 777 shares; 2025Q1: 730 shares; 2025Q2: 841 shares; 2025Q3: 827 shares 827 $1.02M 0.01% -14 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: 19,376 shares; 2024Q4: 19,951 shares; 2025Q1: 19,818 shares; 2025Q2: 19,159 shares; 2025Q3: 23,170 shares 23,170 $1.01M 0.01% +4,011 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,178 shares; 2025Q3: 24,040 shares 24,040 $1.01M 0.01% -138 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; 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: 12,090 shares; 2025Q3: 43,811 shares 43,811 $1.01M 0.01% +31,721 Timeline FLDR 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: not reported; 2025Q3: 20,038 shares 20,038 $1.01M 0.01% new 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: 30,768 shares; 2025Q3: 30,583 shares 30,583 $1M 0.01% -185 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,657 shares; 2025Q1: 2,089 shares; 2025Q2: 2,622 shares; 2025Q3: 2,642 shares 2,642 $1M 0.01% +20 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: 8,981 shares; 2025Q1: 9,149 shares; 2025Q2: 11,008 shares; 2025Q3: 11,006 shares 11,006 $1M 0.01% -2 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,847 shares; 2024Q4: 18,693 shares; 2025Q1: 19,153 shares; 2025Q2: 18,262 shares; 2025Q3: 16,764 shares 16,764 $1M 0.01% -1,498 WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,944 shares; 2024Q4: 15,202 shares; 2025Q1: 10,740 shares; 2025Q2: 21,001 shares; 2025Q3: 25,453 shares 25,453 $1M 0.01% +4,452 Timeline AFGR 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: 22,082 shares; 2024Q4: 22,123 shares; 2025Q1: 25,399 shares; 2025Q2: 26,605 shares; 2025Q3: 27,485 shares 27,485 $996K 0.01% +880 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 7,020 shares; 2025Q1: 7,408 shares; 2025Q2: 7,515 shares; 2025Q3: 7,352 shares 7,352 $996K 0.01% -163 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,134 shares; 2024Q4: 34,721 shares; 2025Q1: 37,181 shares; 2025Q2: 39,217 shares; 2025Q3: 36,549 shares 36,549 $995K 0.01% -2,668 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: 59,942 shares; 2024Q4: 58,604 shares; 2025Q1: 53,794 shares; 2025Q2: 46,209 shares; 2025Q3: 49,095 shares 49,095 $992K 0.01% +2,886 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: 28,690 shares; 2024Q4: 26,581 shares; 2025Q1: 28,719 shares; 2025Q2: 28,757 shares; 2025Q3: 28,284 shares 28,284 $992K 0.01% -473 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 4,861 shares; 2025Q1: 7,209 shares; 2025Q2: 8,353 shares; 2025Q3: 8,251 shares 8,251 $991K 0.01% -102 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,554 shares; 2024Q4: 31,819 shares; 2025Q1: 22,020 shares; 2025Q2: 12,896 shares; 2025Q3: 10,387 shares 10,387 $988K 0.01% -2,509 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,786 shares; 2025Q3: 28,474 shares 28,474 $987K 0.01% +5,688 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,242 shares 20,242 $983K 0.01% new 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: 6,342 shares; 2024Q4: 5,335 shares; 2025Q1: 6,969 shares; 2025Q2: 10,419 shares; 2025Q3: 9,488 shares 9,488 $981K 0.01% -931 Timeline SUMMIT HOTEL PPTYS SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $980K 0.01% 0 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: 7,156 shares; 2025Q1: 8,824 shares; 2025Q2: 7,096 shares; 2025Q3: 18,980 shares 18,980 $978K 0.01% +11,884 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,575 shares; 2024Q4: 19,604 shares; 2025Q1: 18,864 shares; 2025Q2: 17,638 shares; 2025Q3: 20,725 shares 20,725 $978K 0.01% +3,087 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,315 shares; 2025Q1: 9,413 shares; 2025Q2: 7,019 shares; 2025Q3: 6,701 shares 6,701 $976K 0.01% -318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,420 shares; 2025Q3: 7,462 shares 7,462 $972K 0.01% +42 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 4,471 shares 4,471 $971K 0.01% +11 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,679 shares; 2025Q1: 1,549 shares; 2025Q2: 1,596 shares; 2025Q3: 5,077 shares 5,077 $970K 0.01% +3,481 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: 65,876 shares; 2024Q4: 36,199 shares; 2025Q1: 34,523 shares; 2025Q2: 35,027 shares; 2025Q3: 19,217 shares 19,217 $970K 0.01% -15,810 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,621 shares; 2025Q2: 3,099 shares; 2025Q3: 3,566 shares 3,566 $963K 0.01% +467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,600 shares; 2025Q3: 24,900 shares 24,900 $955K 0.01% -5,700 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 12,962 shares; 2025Q1: 11,385 shares; 2025Q2: 11,207 shares; 2025Q3: 7,731 shares 7,731 $953K 0.01% -3,476 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 5,805 shares; 2025Q1: 5,076 shares; 2025Q2: 4,529 shares; 2025Q3: 4,724 shares 4,724 $953K 0.01% +195 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,318 shares; 2024Q4: 27,454 shares; 2025Q1: 27,968 shares; 2025Q2: 25,420 shares; 2025Q3: 25,615 shares 25,615 $952K 0.01% +195 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: 8,338 shares; 2024Q4: 10,625 shares; 2025Q1: 12,176 shares; 2025Q2: 11,491 shares; 2025Q3: 11,498 shares 11,498 $951K 0.01% +7 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares 2,122 $950K 0.01% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,292 shares; 2025Q2: 34,346 shares; 2025Q3: 27,289 shares 27,289 $946K 0.01% -7,057 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: 18,042 shares; 2024Q4: 18,084 shares; 2025Q1: 12,260 shares; 2025Q2: 10,804 shares; 2025Q3: 9,597 shares 9,597 $946K 0.01% -1,207 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,474 shares; 2025Q3: 11,712 shares 11,712 $945K 0.01% +8,238 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,305 shares 4,305 $945K 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 9,154 shares; 2025Q1: 9,174 shares; 2025Q2: 9,197 shares; 2025Q3: 16,479 shares 16,479 $944K 0.01% +7,282 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: 6,406 shares; 2024Q4: 13,953 shares; 2025Q1: 15,199 shares; 2025Q2: 14,261 shares; 2025Q3: 11,206 shares 11,206 $942K 0.01% -3,055 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: 4,477 shares; 2024Q4: 4,657 shares; 2025Q1: 4,614 shares; 2025Q2: 4,946 shares; 2025Q3: 4,962 shares 4,962 $940K 0.01% +16 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 18,634 shares; 2025Q1: 19,414 shares; 2025Q2: 22,200 shares; 2025Q3: 25,369 shares 25,369 $938K 0.01% +3,169 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 17,674 shares; 2025Q1: 27,473 shares; 2025Q2: 43,307 shares; 2025Q3: 47,584 shares 47,584 $937K 0.01% +4,277 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,084 shares; 2025Q1: 7,097 shares; 2025Q2: 7,878 shares; 2025Q3: 7,088 shares 7,088 $934K 0.01% -790 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,547 shares 19,547 $932K 0.01% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,028 shares; 2025Q1: 7,428 shares; 2025Q2: 10,308 shares; 2025Q3: 13,795 shares 13,795 $925K 0.01% +3,487 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,462 shares; 2024Q4: 41,021 shares; 2025Q1: 45,178 shares; 2025Q2: 41,676 shares; 2025Q3: 40,239 shares 40,239 $923K 0.01% -1,437 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 1,367 shares; 2025Q1: 6,573 shares; 2025Q2: 9,319 shares; 2025Q3: 5,460 shares 5,460 $915K 0.01% -3,859 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,514 shares; 2025Q3: 29,976 shares 29,976 $911K 0.01% +6,462 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 8,111 shares; 2025Q1: 9,111 shares; 2025Q2: 9,081 shares; 2025Q3: 9,073 shares 9,073 $911K 0.01% -8 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: 45,262 shares; 2024Q4: 34,803 shares; 2025Q1: 37,792 shares; 2025Q2: 40,202 shares; 2025Q3: 39,703 shares 39,703 $910K 0.01% -499 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 9,415 shares; 2025Q1: 10,136 shares; 2025Q2: 9,455 shares; 2025Q3: 9,521 shares 9,521 $909K 0.01% +66 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,228 shares 24,228 $906K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 4,361 shares; 2025Q1: 4,473 shares; 2025Q2: 4,983 shares; 2025Q3: 4,109 shares 4,109 $902K 0.01% -874 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,524 shares; 2025Q3: 26,727 shares 26,727 $901K 0.01% -1,797 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: 5,081 shares; 2024Q4: 6,365 shares; 2025Q1: 6,534 shares; 2025Q2: 6,812 shares; 2025Q3: 6,212 shares 6,212 $897K 0.01% -600 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,520 shares; 2025Q1: 3,522 shares; 2025Q2: 3,523 shares; 2025Q3: 9,905 shares 9,905 $896K 0.01% +6,382 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: 4,676 shares; 2024Q4: 6,871 shares; 2025Q1: 6,548 shares; 2025Q2: 5,830 shares; 2025Q3: 6,336 shares 6,336 $896K 0.01% +506 Timeline GSEP 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: 14,925 shares; 2024Q4: 14,925 shares; 2025Q1: 15,425 shares; 2025Q2: 15,425 shares; 2025Q3: 23,485 shares 23,485 $894K 0.01% +8,060 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 18,525 shares; 2025Q1: 20,070 shares; 2025Q2: 22,771 shares; 2025Q3: 31,915 shares 31,915 $890K 0.01% +9,144 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 4,346 shares; 2025Q1: 3,908 shares; 2025Q2: 3,738 shares; 2025Q3: 3,075 shares 3,075 $886K 0.01% -663 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 12,546 shares; 2025Q1: 13,392 shares; 2025Q2: 12,621 shares; 2025Q3: 12,663 shares 12,663 $886K 0.01% +42 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,377 shares 10,377 $881K 0.01% new Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,828 shares; 2024Q4: 40,504 shares; 2025Q1: 39,706 shares; 2025Q2: 27,967 shares; 2025Q3: 28,668 shares 28,668 $880K 0.01% +701 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,206 shares; 2025Q2: 30,270 shares; 2025Q3: 25,436 shares 25,436 $879K 0.01% -4,834 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,517 shares; 2024Q4: 75,658 shares; 2025Q1: 92,415 shares; 2025Q2: 108,596 shares; 2025Q3: 97,825 shares 97,825 $878K 0.01% -10,771 Timeline BUFQ 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: 81,175 shares; 2024Q4: 80,665 shares; 2025Q1: 48,654 shares; 2025Q2: 44,803 shares; 2025Q3: 25,165 shares 25,165 $877K 0.01% -19,638 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: 2,370 shares; 2024Q4: 2,787 shares; 2025Q1: 2,612 shares; 2025Q2: 2,542 shares; 2025Q3: 2,830 shares 2,830 $877K 0.01% +288 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,288 shares; 2025Q1: 2,576 shares; 2025Q2: 2,389 shares; 2025Q3: 2,050 shares 2,050 $874K 0.01% -339 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: 6,373 shares; 2024Q4: 7,661 shares; 2025Q1: 7,891 shares; 2025Q2: 7,953 shares; 2025Q3: 6,746 shares 6,746 $870K 0.01% -1,207 Timeline REIT 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: 25,878 shares; 2024Q4: 25,984 shares; 2025Q1: 27,731 shares; 2025Q2: 28,873 shares; 2025Q3: 32,363 shares 32,363 $867K 0.01% +3,490 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 16,342 shares; 2025Q1: 19,354 shares; 2025Q2: 25,333 shares; 2025Q3: 24,306 shares 24,306 $861K 0.01% -1,027 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,151 shares 9,151 $861K 0.01% new 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: 3,602 shares; 2024Q4: 5,980 shares; 2025Q1: 5,087 shares; 2025Q2: 5,925 shares; 2025Q3: 6,231 shares 6,231 $859K 0.01% +306 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,731 shares; 2025Q3: 32,269 shares 32,269 $858K 0.01% +22,538 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: 13,196 shares; 2024Q4: 39,616 shares; 2025Q1: 38,398 shares; 2025Q2: 39,296 shares; 2025Q3: 32,452 shares 32,452 $855K 0.01% -6,844 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,331 shares; 2025Q2: 14,703 shares; 2025Q3: 14,622 shares 14,622 $849K 0.01% -81 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 4,385 shares; 2025Q1: 3,719 shares; 2025Q2: 3,562 shares; 2025Q3: 3,170 shares 3,170 $848K 0.01% -392 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,397 shares; 2024Q4: 28,147 shares; 2025Q1: 29,422 shares; 2025Q2: 31,038 shares; 2025Q3: 68,706 shares 68,706 $846K 0.01% +37,668 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 12,093 shares; 2025Q1: 14,736 shares; 2025Q2: 13,637 shares; 2025Q3: 15,247 shares 15,247 $843K 0.01% +1,610 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: 13,846 shares; 2024Q4: 9,636 shares; 2025Q1: 11,576 shares; 2025Q2: 8,159 shares; 2025Q3: 4,503 shares 4,503 $842K 0.01% -3,656 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: 50,329 shares; 2024Q4: 47,376 shares; 2025Q1: 48,934 shares; 2025Q2: 65,950 shares; 2025Q3: 51,703 shares 51,703 $839K 0.01% -14,247 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: 17,210 shares; 2024Q4: 18,620 shares; 2025Q1: 18,270 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $837K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,154 shares; 2025Q1: 3,932 shares; 2025Q2: 5,815 shares; 2025Q3: 5,697 shares 5,697 $831K 0.01% -118 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: 13,430 shares; 2024Q4: 13,430 shares; 2025Q1: 16,730 shares; 2025Q2: 16,555 shares; 2025Q3: 16,555 shares 16,555 $830K 0.01% 0 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,359 shares; 2025Q3: 36,154 shares 36,154 $828K 0.01% +795 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,895 shares; 2025Q1: 1,962 shares; 2025Q2: 1,954 shares; 2025Q3: 1,915 shares 1,915 $827K 0.01% -39 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 997 shares; 2025Q1: 1,055 shares; 2025Q2: 1,796 shares; 2025Q3: 1,897 shares 1,897 $826K 0.01% +101 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,593 shares; 2025Q2: 19,561 shares; 2025Q3: 15,181 shares 15,181 $826K 0.01% -4,380 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,922 shares; 2024Q4: 14,490 shares; 2025Q1: 14,956 shares; 2025Q2: 12,672 shares; 2025Q3: 10,504 shares 10,504 $825K 0.01% -2,168 Timeline VGSH 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: 70,731 shares; 2024Q4: 24,745 shares; 2025Q1: 23,273 shares; 2025Q2: 19,318 shares; 2025Q3: 13,976 shares 13,976 $822K 0.01% -5,342 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 6,093 shares; 2025Q2: 3,756 shares; 2025Q3: 5,515 shares 5,515 $821K 0.01% +1,759 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,867 shares; 2025Q1: 7,232 shares; 2025Q2: 7,912 shares; 2025Q3: 7,631 shares 7,631 $818K 0.01% -281 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,619 shares 15,619 $817K 0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,188 shares; 2025Q2: 7,631 shares; 2025Q3: 8,143 shares 8,143 $815K 0.01% +512 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,135 shares; 2025Q1: 4,390 shares; 2025Q2: 5,881 shares; 2025Q3: 4,274 shares 4,274 $814K 0.01% -1,607 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,578 shares 29,578 $812K 0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,490 shares; 2024Q4: 13,739 shares; 2025Q1: 13,710 shares; 2025Q2: 13,313 shares; 2025Q3: 14,005 shares 14,005 $812K 0.01% +692 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,469 shares; 2024Q4: 17,208 shares; 2025Q1: 16,707 shares; 2025Q2: 16,825 shares; 2025Q3: 34,262 shares 34,262 $807K 0.01% +17,437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,560 shares; 2025Q3: 12,020 shares 12,020 $806K 0.01% +3,460 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,835 shares 16,835 $806K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 7,314 shares; 2025Q1: 4,158 shares; 2025Q2: 4,129 shares; 2025Q3: 5,342 shares 5,342 $806K 0.01% +1,213 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,536 shares 15,536 $801K 0.01% new Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,943 shares; 2025Q1: 8,895 shares; 2025Q2: 8,898 shares; 2025Q3: 8,900 shares 8,900 $801K 0.01% +2 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,194 shares; 2025Q1: 42,531 shares; 2025Q2: 40,424 shares; 2025Q3: 41,010 shares 41,010 $800K 0.01% +586 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: 11,774 shares; 2024Q4: 11,435 shares; 2025Q1: 16,303 shares; 2025Q2: 16,113 shares; 2025Q3: 18,898 shares 18,898 $798K 0.01% +2,785 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: 13,416 shares; 2025Q1: 13,918 shares; 2025Q2: 15,132 shares; 2025Q3: 15,716 shares 15,716 $796K 0.01% +584 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,966 shares; 2024Q4: 31,877 shares; 2025Q1: 31,287 shares; 2025Q2: 32,255 shares; 2025Q3: 32,144 shares 32,144 $791K 0.01% -111 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: 31,114 shares; 2024Q4: 31,530 shares; 2025Q1: 38,803 shares; 2025Q2: 41,006 shares; 2025Q3: 36,930 shares 36,930 $790K 0.01% -4,076 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,365 shares; 2025Q3: 9,709 shares 9,709 $790K 0.01% +4,344 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,087 shares; 2024Q4: 19,568 shares; 2025Q1: 16,166 shares; 2025Q2: 14,440 shares; 2025Q3: 8,777 shares 8,777 $790K 0.01% -5,663 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,898 shares; 2024Q4: 43,440 shares; 2025Q1: 43,074 shares; 2025Q2: 42,389 shares; 2025Q3: 34,676 shares 34,676 $788K 0.01% -7,713 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: 17,538 shares; 2024Q4: 18,038 shares; 2025Q1: 16,913 shares; 2025Q2: 16,913 shares; 2025Q3: 16,568 shares 16,568 $787K 0.01% -345 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: 7,883 shares; 2024Q4: 8,055 shares; 2025Q1: 8,737 shares; 2025Q2: 10,991 shares; 2025Q3: 10,988 shares 10,988 $787K 0.01% -3 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 17,944 shares; 2025Q1: 17,944 shares; 2025Q2: 17,944 shares; 2025Q3: 17,944 shares 17,944 $786K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,786 shares 12,786 $786K 0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,759 shares; 2025Q1: 6,099 shares; 2025Q2: 5,617 shares; 2025Q3: 4,923 shares 4,923 $786K 0.01% -694 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 409 shares; 2025Q1: 429 shares; 2025Q2: 441 shares; 2025Q3: 438 shares 438 $784K 0.01% -3 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 6,733 shares; 2025Q1: 4,909 shares; 2025Q2: 5,015 shares; 2025Q3: 4,131 shares 4,131 $781K 0.01% -884 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 5,376 shares; 2025Q1: 5,699 shares; 2025Q2: 6,339 shares; 2025Q3: 6,336 shares 6,336 $771K 0.01% -3 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: 15,032 shares; 2024Q4: 15,244 shares; 2025Q1: 14,630 shares; 2025Q2: 13,219 shares; 2025Q3: 16,537 shares 16,537 $767K 0.01% +3,318 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: 585 shares; 2024Q4: 599 shares; 2025Q1: 601 shares; 2025Q2: 973 shares; 2025Q3: 1,528 shares 1,528 $762K 0.01% +555 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,726 shares; 2025Q1: 3,042 shares; 2025Q2: 1,153 shares; 2025Q3: 799 shares 799 $761K 0.01% -354 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: 17,531 shares; 2024Q4: 21,422 shares; 2025Q1: 16,172 shares; 2025Q2: 14,527 shares; 2025Q3: 14,947 shares 14,947 $761K 0.01% +420 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,482 shares; 2025Q3: 33,996 shares 33,996 $757K 0.01% +4,514 Timeline SPTS 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: 48,994 shares; 2024Q4: 11,965 shares; 2025Q1: 9,556 shares; 2025Q2: 28,247 shares; 2025Q3: 25,757 shares 25,757 $755K 0.01% -2,490 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,245 shares; 2025Q3: 20,618 shares 20,618 $751K 0.01% +9,373 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: 14,665 shares; 2024Q4: 15,858 shares; 2025Q1: 14,634 shares; 2025Q2: 17,051 shares; 2025Q3: 16,840 shares 16,840 $750K 0.01% -211 Timeline FELG 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: 71,957 shares; 2024Q4: 19,596 shares; 2025Q1: 15,955 shares; 2025Q2: 22,006 shares; 2025Q3: 18,243 shares 18,243 $750K 0.01% -3,763 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 8,708 shares; 2025Q1: 9,724 shares; 2025Q2: 11,005 shares; 2025Q3: 11,353 shares 11,353 $749K 0.01% +348 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 6,171 shares; 2025Q1: 9,157 shares; 2025Q2: 9,416 shares; 2025Q3: 10,241 shares 10,241 $748K 0.01% +825 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,065 shares; 2024Q4: 14,215 shares; 2025Q1: 16,749 shares; 2025Q2: 9,129 shares; 2025Q3: 11,153 shares 11,153 $746K 0.01% +2,024 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: 20,701 shares; 2024Q4: 26,540 shares; 2025Q1: 21,530 shares; 2025Q2: 25,135 shares; 2025Q3: 25,613 shares 25,613 $740K 0.01% +478 Timeline VIOV 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: 5,178 shares; 2024Q4: 6,813 shares; 2025Q1: 6,669 shares; 2025Q2: 7,637 shares; 2025Q3: 7,770 shares 7,770 $740K 0.01% +133 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,982 shares 5,982 $739K 0.01% new 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: 5,400 shares; 2024Q4: 14,300 shares; 2025Q1: 14,000 shares; 2025Q2: 17,700 shares; 2025Q3: 15,750 shares 15,750 $737K 0.01% -1,950 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,335 shares; 2025Q1: not reported; 2025Q2: 10,609 shares; 2025Q3: 10,763 shares 10,763 $736K 0.01% +154 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,083 shares; 2025Q2: 18,078 shares; 2025Q3: 24,761 shares 24,761 $735K 0.01% +6,683 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: 42,707 shares; 2024Q4: 41,412 shares; 2025Q1: 28,524 shares; 2025Q2: 10,367 shares; 2025Q3: 13,588 shares 13,588 $735K 0.01% +3,221 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: not reported; 2024Q4: not reported; 2025Q1: 1,873 shares; 2025Q2: 3,532 shares; 2025Q3: 3,459 shares 3,459 $729K 0.01% -73 ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,199 shares; 2025Q1: 5,471 shares; 2025Q2: not reported; 2025Q3: 11,215 shares 11,215 $729K 0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,211 shares; 2025Q1: 2,242 shares; 2025Q2: 2,657 shares; 2025Q3: 2,620 shares 2,620 $727K 0.01% -37 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 5,393 shares; 2025Q1: 5,391 shares; 2025Q2: 5,628 shares; 2025Q3: 5,992 shares 5,992 $727K 0.01% +364 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,025 shares; 2024Q4: 20,466 shares; 2025Q1: 23,867 shares; 2025Q2: 11,115 shares; 2025Q3: 10,981 shares 10,981 $725K 0.01% -134 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS 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: 23,076 shares 23,076 $721K 0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,809 shares; 2024Q4: 54,564 shares; 2025Q1: 57,585 shares; 2025Q2: 70,768 shares; 2025Q3: 44,332 shares 44,332 $721K 0.01% -26,436 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 6,906 shares; 2025Q1: 16,316 shares; 2025Q2: 25,044 shares; 2025Q3: 20,333 shares 20,333 $718K 0.01% -4,711 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: 2,943 shares; 2024Q4: 2,983 shares; 2025Q1: 3,224 shares; 2025Q2: 2,813 shares; 2025Q3: 3,340 shares 3,340 $717K 0.01% +527 Timeline RTH 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: 2,244 shares; 2024Q4: 2,729 shares; 2025Q1: 2,832 shares; 2025Q2: 2,823 shares; 2025Q3: 2,856 shares 2,856 $717K 0.01% +33 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 4,248 shares; 2025Q1: 3,301 shares; 2025Q2: 8,036 shares; 2025Q3: 5,653 shares 5,653 $716K 0.01% -2,383 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,959 shares; 2025Q1: 6,902 shares; 2025Q2: 7,390 shares; 2025Q3: 7,592 shares 7,592 $716K 0.01% +202 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,748 shares; 2024Q4: 11,721 shares; 2025Q1: 12,703 shares; 2025Q2: 14,274 shares; 2025Q3: 15,522 shares 15,522 $714K 0.01% +1,248 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,153 shares; 2024Q4: 49,244 shares; 2025Q1: 61,352 shares; 2025Q2: 53,782 shares; 2025Q3: 49,215 shares 49,215 $713K 0.01% -4,567 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,717 shares; 2024Q4: 69,669 shares; 2025Q1: 69,108 shares; 2025Q2: 73,712 shares; 2025Q3: 72,663 shares 72,663 $711K 0.01% -1,049 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: 34,117 shares; 2024Q4: 44,597 shares; 2025Q1: 38,010 shares; 2025Q2: 32,365 shares; 2025Q3: 28,623 shares 28,623 $711K 0.01% -3,742 Timeline NVBT 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: 24,100 shares; 2024Q4: 23,800 shares; 2025Q1: 22,407 shares; 2025Q2: 20,121 shares; 2025Q3: 19,680 shares 19,680 $711K 0.01% -441 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,992 shares; 2025Q2: 12,118 shares; 2025Q3: 28,682 shares 28,682 $709K 0.01% +16,564 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: 8,322 shares; 2024Q4: 9,362 shares; 2025Q1: 9,616 shares; 2025Q2: 10,551 shares; 2025Q3: 8,776 shares 8,776 $708K 0.01% -1,775 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 827 shares; 2025Q1: 1,451 shares; 2025Q2: 1,447 shares; 2025Q3: 1,302 shares 1,302 $707K 0.01% -145 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,680 shares; 2025Q1: 1,592 shares; 2025Q2: 1,824 shares; 2025Q3: 1,659 shares 1,659 $706K 0.01% -165 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,454 shares; 2025Q2: 12,331 shares; 2025Q3: 40,297 shares 40,297 $704K 0.01% +27,966 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,938 shares; 2025Q3: 21,849 shares 21,849 $704K 0.01% -1,089 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: 5,494 shares; 2024Q4: 4,660 shares; 2025Q1: 7,333 shares; 2025Q2: 7,108 shares; 2025Q3: 7,943 shares 7,943 $703K 0.01% +835 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,147 shares; 2025Q1: 5,426 shares; 2025Q2: 5,004 shares; 2025Q3: 6,695 shares 6,695 $699K 0.01% +1,691 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,679 shares; 2025Q1: 4,124 shares; 2025Q2: 2,818 shares; 2025Q3: 7,344 shares 7,344 $697K 0.01% +4,526 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,994 shares 20,994 $693K 0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 49,698 shares; 2025Q1: 49,730 shares; 2025Q2: 51,539 shares; 2025Q3: 41,744 shares 41,744 $693K 0.01% -9,795 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,068 shares; 2025Q1: 4,100 shares; 2025Q2: 4,595 shares; 2025Q3: 4,652 shares 4,652 $693K 0.01% +57 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,831 shares; 2025Q3: 12,257 shares 12,257 $692K 0.01% +3,426 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 22,503 shares; 2025Q1: 17,541 shares; 2025Q2: 17,134 shares; 2025Q3: 16,546 shares 16,546 $692K 0.01% -588 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,973 shares; 2025Q1: 16,673 shares; 2025Q2: 16,819 shares; 2025Q3: 23,492 shares 23,492 $688K 0.01% +6,673 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 7,773 shares; 2025Q1: 7,282 shares; 2025Q2: 8,473 shares; 2025Q3: 8,572 shares 8,572 $685K 0.01% +99 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: 34,391 shares; 2024Q4: 32,013 shares; 2025Q1: 19,506 shares; 2025Q2: 17,431 shares; 2025Q3: 17,035 shares 17,035 $683K 0.01% -396 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,141 shares; 2025Q1: 16,525 shares; 2025Q2: 18,115 shares; 2025Q3: 16,768 shares 16,768 $683K 0.01% -1,347 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: 19,440 shares; 2024Q4: 15,365 shares; 2025Q1: 15,365 shares; 2025Q2: 15,365 shares; 2025Q3: 14,665 shares 14,665 $680K 0.01% -700 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,025 shares; 2024Q4: 114,348 shares; 2025Q1: 124,673 shares; 2025Q2: 122,440 shares; 2025Q3: 131,622 shares 131,622 $679K 0.01% +9,182 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,347 shares; 2025Q3: 26,511 shares 26,511 $677K 0.01% +8,164 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,680 shares; 2025Q3: 23,214 shares 23,214 $676K 0.01% +9,534 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; 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: 9,295 shares; 2025Q3: 9,655 shares 9,655 $676K 0.01% +360 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 4,243 shares; 2025Q1: 4,992 shares; 2025Q2: 5,003 shares; 2025Q3: 5,059 shares 5,059 $675K 0.01% +56 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,420 shares; 2025Q1: 4,801 shares; 2025Q2: 6,346 shares; 2025Q3: 4,829 shares 4,829 $675K 0.01% -1,517 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,591 shares; 2024Q4: 47,741 shares; 2025Q1: 46,067 shares; 2025Q2: 44,537 shares; 2025Q3: 45,053 shares 45,053 $673K 0.01% +516 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,671 shares; 2024Q4: 16,386 shares; 2025Q1: 16,246 shares; 2025Q2: 18,500 shares; 2025Q3: 16,039 shares 16,039 $670K 0.01% -2,461 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 3,655 shares; 2025Q1: 12,502 shares; 2025Q2: 10,198 shares; 2025Q3: 9,281 shares 9,281 $669K 0.01% -917 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: 68,272 shares; 2024Q4: 65,450 shares; 2025Q1: 61,190 shares; 2025Q2: 60,223 shares; 2025Q3: 57,171 shares 57,171 $663K 0.01% -3,052 Timeline YLD 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: 37,409 shares; 2024Q4: 38,078 shares; 2025Q1: 38,197 shares; 2025Q2: 38,840 shares; 2025Q3: 34,086 shares 34,086 $663K 0.01% -4,754 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,682 shares; 2025Q2: 18,538 shares; 2025Q3: 18,657 shares 18,657 $662K 0.01% +119 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,961 shares; 2024Q4: 76,425 shares; 2025Q1: 72,653 shares; 2025Q2: 96,589 shares; 2025Q3: 100,116 shares 100,116 $662K 0.01% +3,527 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,917 shares 1,917 $662K 0.01% +91 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,326 shares; 2024Q4: 20,636 shares; 2025Q1: 21,991 shares; 2025Q2: 10,874 shares; 2025Q3: 10,208 shares 10,208 $662K 0.01% -666 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,112 shares; 2025Q1: 4,220 shares; 2025Q2: 4,321 shares; 2025Q3: 4,414 shares 4,414 $661K 0.01% +93 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 13,130 shares; 2025Q1: 19,098 shares; 2025Q2: 18,013 shares; 2025Q3: 15,273 shares 15,273 $659K 0.01% -2,740 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,418 shares; 2025Q1: 3,794 shares; 2025Q2: 3,671 shares; 2025Q3: 3,921 shares 3,921 $659K 0.01% +250 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: 4,439 shares; 2024Q4: 4,295 shares; 2025Q1: 4,277 shares; 2025Q2: 4,308 shares; 2025Q3: 4,047 shares 4,047 $658K 0.01% -261 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 2,017 shares; 2025Q1: 2,061 shares; 2025Q2: 2,281 shares; 2025Q3: 2,291 shares 2,291 $656K 0.01% +10 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: 2,747 shares; 2025Q2: 8,046 shares; 2025Q3: 7,727 shares 7,727 $656K 0.01% -319 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: not reported; 2024Q4: 43,127 shares; 2025Q1: 40,117 shares; 2025Q2: 18,497 shares; 2025Q3: 15,119 shares 15,119 $653K 0.01% -3,378 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 7,516 shares; 2025Q1: 18,878 shares; 2025Q2: 18,442 shares; 2025Q3: 15,410 shares 15,410 $653K 0.01% -3,032 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,412 shares; 2024Q4: 12,514 shares; 2025Q1: 14,151 shares; 2025Q2: 12,641 shares; 2025Q3: 10,108 shares 10,108 $649K 0.01% -2,533 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: 32,731 shares; 2024Q4: 28,258 shares; 2025Q1: 26,415 shares; 2025Q2: 29,636 shares; 2025Q3: 29,789 shares 29,789 $648K 0.01% +153 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: 2,090 shares 2,090 $645K 0.01% +77 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,469 shares; 2024Q4: 54,393 shares; 2025Q1: 53,292 shares; 2025Q2: 51,531 shares; 2025Q3: 51,727 shares 51,727 $645K 0.01% +196 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 3,716 shares; 2025Q1: 4,663 shares; 2025Q2: 4,888 shares; 2025Q3: 4,231 shares 4,231 $645K 0.01% -657 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,027 shares; 2024Q4: 16,414 shares; 2025Q1: 23,775 shares; 2025Q2: 24,623 shares; 2025Q3: 17,234 shares 17,234 $645K 0.01% -7,389 Timeline PLYM PLYMOUTH INDUSTRIAL REIT INC More: the full row for PLYMOUTH INDUSTRIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,804 shares; 2025Q2: 35,973 shares; 2025Q3: 28,859 shares 28,859 $644K 0.01% -7,114 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,010 shares; 2025Q1: 21,631 shares; 2025Q2: 18,169 shares; 2025Q3: 23,169 shares 23,169 $643K 0.01% +5,000 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,249 shares; 2025Q1: 9,171 shares; 2025Q2: 7,816 shares; 2025Q3: 7,604 shares 7,604 $641K 0.01% -212 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 9,149 shares; 2025Q1: 7,892 shares; 2025Q2: 7,677 shares; 2025Q3: 6,997 shares 6,997 $640K 0.01% -680 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 315 shares; 2025Q1: 358 shares; 2025Q2: 331 shares; 2025Q3: 334 shares 334 $638K 0.01% +3 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: 10,689 shares; 2024Q4: 10,451 shares; 2025Q1: 10,596 shares; 2025Q2: 10,536 shares; 2025Q3: 11,713 shares 11,713 $638K 0.01% +1,177 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: 3,292 shares; 2024Q4: 2,101 shares; 2025Q1: 2,103 shares; 2025Q2: 2,105 shares; 2025Q3: 2,107 shares 2,107 $637K 0.01% +2 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,563 shares; 2024Q4: 23,628 shares; 2025Q1: 27,985 shares; 2025Q2: 31,797 shares; 2025Q3: 32,588 shares 32,588 $629K 0.01% +791 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,598 shares 11,598 $625K 0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,915 shares; 2024Q4: 15,762 shares; 2025Q1: 18,475 shares; 2025Q2: 24,976 shares; 2025Q3: 27,753 shares 27,753 $625K 0.01% +2,777 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,661 shares; 2025Q3: 28,361 shares 28,361 $624K 0.01% +11,700 Timeline VHT 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: 3,263 shares; 2024Q4: 3,326 shares; 2025Q1: 3,456 shares; 2025Q2: 3,067 shares; 2025Q3: 2,398 shares 2,398 $623K 0.01% -669 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 31,526 shares; 2025Q1: 33,598 shares; 2025Q2: 33,164 shares; 2025Q3: 30,813 shares 30,813 $622K 0.01% -2,351 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 6,279 shares; 2025Q1: 7,193 shares; 2025Q2: 7,735 shares; 2025Q3: 14,130 shares 14,130 $620K 0.01% +6,395 Timeline VTC 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: 22,912 shares; 2024Q4: 21,598 shares; 2025Q1: 11,138 shares; 2025Q2: 8,394 shares; 2025Q3: 7,890 shares 7,890 $618K 0.01% -504 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares 2,025 $617K 0.01% new Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,026 shares; 2025Q2: 11,390 shares; 2025Q3: 12,706 shares 12,706 $617K 0.01% +1,316 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,292 shares 7,292 $617K 0.01% new 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: 15,835 shares; 2024Q4: 10,255 shares; 2025Q1: 10,255 shares; 2025Q2: 11,255 shares; 2025Q3: 11,255 shares 11,255 $616K 0.01% 0 Timeline REM 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: 12,042 shares; 2024Q4: 11,895 shares; 2025Q1: 56,161 shares; 2025Q2: 32,954 shares; 2025Q3: 27,997 shares 27,997 $615K 0.01% -4,957 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,263 shares; 2025Q1: 10,372 shares; 2025Q2: 10,252 shares; 2025Q3: 10,357 shares 10,357 $614K 0.01% +105 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 21,774 shares; 2025Q1: 22,383 shares; 2025Q2: 30,566 shares; 2025Q3: 26,170 shares 26,170 $614K 0.01% -4,396 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,793 shares; 2025Q1: 6,484 shares; 2025Q2: 4,999 shares; 2025Q3: 4,705 shares 4,705 $614K 0.01% -294 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 10,322 shares; 2025Q1: 10,234 shares; 2025Q2: 10,399 shares; 2025Q3: 10,281 shares 10,281 $613K 0.01% -118 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,586 shares; 2025Q3: 13,484 shares 13,484 $613K 0.01% +898 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 4,540 shares; 2025Q1: 4,159 shares; 2025Q2: 3,548 shares; 2025Q3: 3,504 shares 3,504 $612K 0.01% -44 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,260 shares 24,260 $611K 0.01% new Timeline