QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,826 shares; 2024Q4: 446,152 shares; 2025Q1: 641,544 shares; 2025Q2: 705,290 shares; 2025Q3: 683,525 shares 683,525 $11.6M 0.03% -21,765 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: 179,130 shares; 2024Q4: 1,125,552 shares; 2025Q1: 1,145,652 shares; 2025Q2: 1,205,001 shares; 2025Q3: 713,266 shares 713,266 $11.6M 0.03% -491,735 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,773 shares; 2024Q4: 212,135 shares; 2025Q1: 298,595 shares; 2025Q2: 332,801 shares; 2025Q3: 340,337 shares 340,337 $11.5M 0.03% +7,536 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,556 shares; 2024Q4: 400,243 shares; 2025Q1: 392,622 shares; 2025Q2: 386,854 shares; 2025Q3: 387,241 shares 387,241 $11.5M 0.03% +387 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,486 shares; 2024Q4: 55,443 shares; 2025Q1: 77,452 shares; 2025Q2: 85,283 shares; 2025Q3: 87,455 shares 87,455 $11.3M 0.03% +2,172 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,699 shares; 2024Q4: 8,844 shares; 2025Q1: 12,506 shares; 2025Q2: 15,380 shares; 2025Q3: 15,379 shares 15,379 $11.3M 0.03% -1 Timeline JCPB 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: 378,009 shares; 2024Q4: 360,760 shares; 2025Q1: 132,399 shares; 2025Q2: 229,056 shares; 2025Q3: 237,976 shares 237,976 $11.3M 0.03% +8,920 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: 154,529 shares; 2024Q4: 168,534 shares; 2025Q1: 177,702 shares; 2025Q2: 181,476 shares; 2025Q3: 186,599 shares 186,599 $11.1M 0.03% +5,123 GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,806 shares; 2024Q4: 150,890 shares; 2025Q1: 173,637 shares; 2025Q2: 200,907 shares; 2025Q3: 232,955 shares 232,955 $11.1M 0.03% +32,048 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,324 shares; 2024Q4: 93,774 shares; 2025Q1: 101,109 shares; 2025Q2: 105,704 shares; 2025Q3: 113,974 shares 113,974 $11.1M 0.03% +8,270 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,903 shares; 2024Q4: 33,472 shares; 2025Q1: 36,648 shares; 2025Q2: 37,120 shares; 2025Q3: 36,554 shares 36,554 $11M 0.03% -566 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,699 shares; 2024Q4: 191,083 shares; 2025Q1: 204,037 shares; 2025Q2: 206,962 shares; 2025Q3: 218,938 shares 218,938 $10.9M 0.03% +11,976 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,372 shares; 2024Q4: 61,597 shares; 2025Q1: 67,951 shares; 2025Q2: 101,539 shares; 2025Q3: 133,220 shares 133,220 $10.9M 0.03% +31,681 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,296 shares; 2024Q4: 175,200 shares; 2025Q1: 147,205 shares; 2025Q2: 154,073 shares; 2025Q3: 144,012 shares 144,012 $10.9M 0.03% -10,061 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,625 shares; 2024Q4: 185,811 shares; 2025Q1: 123,429 shares; 2025Q2: 133,662 shares; 2025Q3: 101,526 shares 101,526 $10.8M 0.03% -32,136 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: 83,592 shares; 2024Q4: 75,989 shares; 2025Q1: 71,891 shares; 2025Q2: 74,199 shares; 2025Q3: 197,454 shares 197,454 $10.8M 0.03% +123,255 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,688 shares; 2024Q4: 141,419 shares; 2025Q1: 203,988 shares; 2025Q2: 183,400 shares; 2025Q3: 160,523 shares 160,523 $10.8M 0.03% -22,877 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: 93,521 shares; 2024Q4: 137,278 shares; 2025Q1: 192,114 shares; 2025Q2: 226,889 shares; 2025Q3: 240,284 shares 240,284 $10.7M 0.03% +13,395 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,518 shares; 2024Q4: 38,445 shares; 2025Q1: 59,381 shares; 2025Q2: 78,572 shares; 2025Q3: 75,257 shares 75,257 $10.7M 0.03% -3,315 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,267 shares; 2024Q4: 101,639 shares; 2025Q1: 103,618 shares; 2025Q2: 98,609 shares; 2025Q3: 104,537 shares 104,537 $10.7M 0.03% +5,928 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,514 shares; 2024Q4: 287,284 shares; 2025Q1: 139,810 shares; 2025Q2: 299,919 shares; 2025Q3: 436,658 shares 436,658 $10.7M 0.03% +136,739 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: 189,422 shares; 2024Q4: 189,481 shares; 2025Q1: 98,933 shares; 2025Q2: 94,772 shares; 2025Q3: 117,699 shares 117,699 $10.7M 0.03% +22,927 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 7,533 shares; 2025Q1: 8,346 shares; 2025Q2: 15,379 shares; 2025Q3: 18,849 shares 18,849 $10.6M 0.03% +3,470 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,575 shares; 2024Q4: 219,007 shares; 2025Q1: 192,203 shares; 2025Q2: 197,255 shares; 2025Q3: 232,016 shares 232,016 $10.6M 0.03% +34,761 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,031 shares; 2024Q4: 253,265 shares; 2025Q1: 356,541 shares; 2025Q2: 362,234 shares; 2025Q3: 416,434 shares 416,434 $10.5M 0.03% +54,200 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,070 shares; 2024Q4: 156,334 shares; 2025Q1: 274,802 shares; 2025Q2: 222,439 shares; 2025Q3: 218,781 shares 218,781 $10.5M 0.03% -3,658 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 17,162 shares; 2025Q1: 22,042 shares; 2025Q2: 22,062 shares; 2025Q3: 21,896 shares 21,896 $10.4M 0.03% -166 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,554 shares; 2024Q4: 68,559 shares; 2025Q1: 68,938 shares; 2025Q2: 67,937 shares; 2025Q3: 58,332 shares 58,332 $10.4M 0.03% -9,605 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,195 shares; 2025Q1: 99,412 shares; 2025Q2: 84,886 shares; 2025Q3: 114,533 shares 114,533 $10.4M 0.03% +29,647 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,358 shares; 2024Q4: 40,635 shares; 2025Q1: 48,396 shares; 2025Q2: 70,604 shares; 2025Q3: 86,351 shares 86,351 $10.4M 0.03% +15,747 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,102 shares; 2024Q4: 346,177 shares; 2025Q1: 338,334 shares; 2025Q2: 366,466 shares; 2025Q3: 359,581 shares 359,581 $10.4M 0.03% -6,885 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,456 shares; 2024Q4: 36,996 shares; 2025Q1: 36,460 shares; 2025Q2: 41,727 shares; 2025Q3: 43,177 shares 43,177 $10.3M 0.03% +1,450 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,429 shares; 2024Q4: 98,931 shares; 2025Q1: 104,304 shares; 2025Q2: 130,422 shares; 2025Q3: 138,963 shares 138,963 $10.3M 0.03% +8,541 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,064 shares; 2024Q4: 137,151 shares; 2025Q1: 121,167 shares; 2025Q2: 119,440 shares; 2025Q3: 410,971 shares 410,971 $10.3M 0.03% +291,531 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,379 shares; 2024Q4: 121,011 shares; 2025Q1: 120,301 shares; 2025Q2: 121,599 shares; 2025Q3: 124,275 shares 124,275 $10.3M 0.03% +2,676 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,609 shares; 2024Q4: 219,967 shares; 2025Q1: 232,592 shares; 2025Q2: 314,625 shares; 2025Q3: 345,499 shares 345,499 $10.3M 0.03% +30,874 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,954 shares; 2024Q4: 267,669 shares; 2025Q1: 248,938 shares; 2025Q2: 243,162 shares; 2025Q3: 249,726 shares 249,726 $10.3M 0.03% +6,564 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,979 shares; 2024Q4: 142,746 shares; 2025Q1: 162,801 shares; 2025Q2: 64,523 shares; 2025Q3: 34,875 shares 34,875 $10.3M 0.03% -29,648 Timeline CLOI 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: 144,392 shares; 2024Q4: 155,532 shares; 2025Q1: 206,257 shares; 2025Q2: 201,040 shares; 2025Q3: 193,093 shares 193,093 $10.3M 0.03% -7,947 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: 30,716 shares; 2024Q4: 38,803 shares; 2025Q1: 41,443 shares; 2025Q2: 57,510 shares; 2025Q3: 67,785 shares 67,785 $10.2M 0.03% +10,275 Timeline XHLF 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: 53,891 shares; 2024Q4: 211,337 shares; 2025Q1: 230,502 shares; 2025Q2: 202,057 shares; 2025Q3: 202,707 shares 202,707 $10.2M 0.03% +650 Timeline QQEW 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: 64,538 shares; 2024Q4: 68,062 shares; 2025Q1: 71,636 shares; 2025Q2: 73,419 shares; 2025Q3: 72,334 shares 72,334 $10.2M 0.03% -1,085 Timeline RSST 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: 321,474 shares; 2024Q4: 345,329 shares; 2025Q1: 358,663 shares; 2025Q2: 441,036 shares; 2025Q3: 385,231 shares 385,231 $10.2M 0.03% -55,805 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,922 shares; 2024Q4: 101,668 shares; 2025Q1: 69,391 shares; 2025Q2: 66,689 shares; 2025Q3: 64,693 shares 64,693 $10.2M 0.03% -1,996 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,251 shares; 2024Q4: 61,425 shares; 2025Q1: 72,410 shares; 2025Q2: 104,351 shares; 2025Q3: 195,429 shares 195,429 $10.2M 0.03% +91,078 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,783 shares; 2024Q4: 135,161 shares; 2025Q1: 105,441 shares; 2025Q2: 142,048 shares; 2025Q3: 91,934 shares 91,934 $10.1M 0.03% -50,114 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,563 shares; 2024Q4: 51,151 shares; 2025Q1: 121,014 shares; 2025Q2: 143,028 shares; 2025Q3: 136,635 shares 136,635 $10.1M 0.03% -6,393 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,354 shares; 2024Q4: 73,270 shares; 2025Q1: 87,625 shares; 2025Q2: 73,288 shares; 2025Q3: 122,502 shares 122,502 $10M 0.03% +49,214 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: 71,389 shares; 2024Q4: 86,197 shares; 2025Q1: 137,824 shares; 2025Q2: 154,071 shares; 2025Q3: 176,052 shares 176,052 $9.99M 0.03% +21,981 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,802 shares; 2024Q4: 121,689 shares; 2025Q1: 93,576 shares; 2025Q2: 90,073 shares; 2025Q3: 87,650 shares 87,650 $9.96M 0.03% -2,423 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: 407,008 shares; 2024Q4: 350,072 shares; 2025Q1: 367,416 shares; 2025Q2: 416,390 shares; 2025Q3: 422,567 shares 422,567 $9.96M 0.03% +6,177 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,414 shares; 2024Q4: 70,568 shares; 2025Q1: 64,704 shares; 2025Q2: 62,213 shares; 2025Q3: 71,112 shares 71,112 $9.93M 0.03% +8,899 Timeline MIG 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: 543,976 shares; 2024Q4: 620,021 shares; 2025Q1: 622,427 shares; 2025Q2: 508,877 shares; 2025Q3: 454,012 shares 454,012 $9.9M 0.03% -54,865 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,198 shares; 2024Q4: 204,350 shares; 2025Q1: 212,713 shares; 2025Q2: 216,038 shares; 2025Q3: 259,276 shares 259,276 $9.87M 0.03% +43,238 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: 215,848 shares; 2024Q4: 220,155 shares; 2025Q1: 233,772 shares; 2025Q2: 257,389 shares; 2025Q3: 262,325 shares 262,325 $9.81M 0.03% +4,936 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,821 shares; 2024Q4: 149,983 shares; 2025Q1: 120,949 shares; 2025Q2: 137,575 shares; 2025Q3: 137,131 shares 137,131 $9.81M 0.03% -444 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: 122,693 shares; 2024Q4: 393,932 shares; 2025Q1: 387,754 shares; 2025Q2: 385,983 shares; 2025Q3: 372,077 shares 372,077 $9.8M 0.03% -13,906 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 11,553 shares; 2025Q1: 13,211 shares; 2025Q2: 18,632 shares; 2025Q3: 17,925 shares 17,925 $9.8M 0.03% -707 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,266 shares; 2024Q4: 155,110 shares; 2025Q1: 175,013 shares; 2025Q2: 207,405 shares; 2025Q3: 249,087 shares 249,087 $9.77M 0.03% +41,682 Timeline DFAE 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: 469,330 shares; 2024Q4: 454,936 shares; 2025Q1: 443,120 shares; 2025Q2: 419,172 shares; 2025Q3: 309,281 shares 309,281 $9.75M 0.03% -109,891 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,187 shares; 2024Q4: 343,272 shares; 2025Q1: 500,785 shares; 2025Q2: 464,470 shares; 2025Q3: 167,025 shares 167,025 $9.72M 0.03% -297,445 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,496 shares; 2024Q4: 305,700 shares; 2025Q1: 983,329 shares; 2025Q2: 992,083 shares; 2025Q3: 1,020,409 shares 1,020,409 $9.69M 0.03% +28,326 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,328 shares; 2024Q4: 20,783 shares; 2025Q1: 57,371 shares; 2025Q2: 32,070 shares; 2025Q3: 39,228 shares 39,228 $9.66M 0.03% +7,158 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: 64,901 shares; 2024Q4: 64,972 shares; 2025Q1: 65,053 shares; 2025Q2: 67,355 shares; 2025Q3: 66,394 shares 66,394 $9.59M 0.03% -961 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,673 shares; 2024Q4: 56,330 shares; 2025Q1: 52,025 shares; 2025Q2: 56,034 shares; 2025Q3: 56,890 shares 56,890 $9.58M 0.03% +856 Timeline EPI 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: 101,389 shares; 2024Q4: 108,177 shares; 2025Q1: 202,057 shares; 2025Q2: 206,741 shares; 2025Q3: 216,455 shares 216,455 $9.57M 0.03% +9,714 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 11,037 shares; 2025Q1: 13,958 shares; 2025Q2: 13,230 shares; 2025Q3: 14,595 shares 14,595 $9.48M 0.03% +1,365 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,860 shares; 2024Q4: 115,991 shares; 2025Q1: 130,963 shares; 2025Q2: 102,821 shares; 2025Q3: 113,177 shares 113,177 $9.45M 0.03% +10,356 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: 20,169 shares; 2024Q4: 32,587 shares; 2025Q1: 247,050 shares; 2025Q2: 326,143 shares; 2025Q3: 180,344 shares 180,344 $9.43M 0.03% -145,799 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: 36,740 shares; 2024Q4: 37,089 shares; 2025Q1: 40,662 shares; 2025Q2: 39,331 shares; 2025Q3: 37,378 shares 37,378 $9.4M 0.03% -1,953 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,543 shares; 2024Q4: 333,983 shares; 2025Q1: 346,872 shares; 2025Q2: 402,617 shares; 2025Q3: 355,825 shares 355,825 $9.36M 0.02% -46,792 Timeline FLCG 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: not reported; 2025Q1: not reported; 2025Q2: 309,949 shares; 2025Q3: 286,694 shares 286,694 $9.36M 0.02% -23,255 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,662 shares; 2024Q4: 57,624 shares; 2025Q1: 52,277 shares; 2025Q2: 54,067 shares; 2025Q3: 66,065 shares 66,065 $9.35M 0.02% +11,998 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: 133,832 shares; 2024Q4: 139,080 shares; 2025Q1: 137,165 shares; 2025Q2: 137,370 shares; 2025Q3: 102,351 shares 102,351 $9.31M 0.02% -35,019 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,879 shares; 2024Q4: 90,748 shares; 2025Q1: 117,449 shares; 2025Q2: 126,142 shares; 2025Q3: 135,329 shares 135,329 $9.26M 0.02% +9,187 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 9,600 shares; 2025Q1: 128,621 shares; 2025Q2: 185,112 shares; 2025Q3: 298,758 shares 298,758 $9.23M 0.02% +113,646 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,088 shares; 2024Q4: 29,722 shares; 2025Q1: 28,944 shares; 2025Q2: 28,822 shares; 2025Q3: 28,900 shares 28,900 $9.22M 0.02% +78 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: 21,483 shares; 2024Q4: 20,725 shares; 2025Q1: 20,609 shares; 2025Q2: 18,032 shares; 2025Q3: 19,006 shares 19,006 $9.22M 0.02% +974 Timeline CGSM 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: 193,889 shares; 2024Q4: 220,008 shares; 2025Q1: 235,383 shares; 2025Q2: 293,659 shares; 2025Q3: 349,741 shares 349,741 $9.22M 0.02% +56,082 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: 70,413 shares; 2024Q4: 91,195 shares; 2025Q1: 86,464 shares; 2025Q2: 82,546 shares; 2025Q3: 70,803 shares 70,803 $9.2M 0.02% -11,743 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,780 shares; 2024Q4: 111,625 shares; 2025Q1: 101,858 shares; 2025Q2: 102,092 shares; 2025Q3: 82,216 shares 82,216 $9.18M 0.02% -19,876 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,960 shares; 2024Q4: 29,684 shares; 2025Q1: 33,175 shares; 2025Q2: 33,023 shares; 2025Q3: 37,558 shares 37,558 $9.1M 0.02% +4,535 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: 346,480 shares; 2024Q4: 363,986 shares; 2025Q1: 351,511 shares; 2025Q2: 341,574 shares; 2025Q3: 366,641 shares 366,641 $9.06M 0.02% +25,067 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: 17,816 shares; 2024Q4: 13,706 shares; 2025Q1: 15,865 shares; 2025Q2: 21,700 shares; 2025Q3: 21,246 shares 21,246 $9.06M 0.02% -454 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: 30,532 shares; 2024Q4: 39,143 shares; 2025Q1: 28,114 shares; 2025Q2: 46,905 shares; 2025Q3: 47,778 shares 47,778 $9.03M 0.02% +873 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: 20,565 shares; 2024Q4: 21,849 shares; 2025Q1: 24,199 shares; 2025Q2: 33,297 shares; 2025Q3: 32,301 shares 32,301 $9.02M 0.02% -996 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,501 shares; 2024Q4: 397,326 shares; 2025Q1: 421,196 shares; 2025Q2: 81,052 shares; 2025Q3: 85,192 shares 85,192 $9M 0.02% +4,140 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 10,738 shares; 2025Q1: 12,927 shares; 2025Q2: 17,838 shares; 2025Q3: 19,678 shares 19,678 $8.97M 0.02% +1,840 Timeline BALT 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: 49,161 shares; 2024Q4: 95,530 shares; 2025Q1: 210,265 shares; 2025Q2: 190,595 shares; 2025Q3: 272,565 shares 272,565 $8.95M 0.02% +81,970 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,782 shares; 2024Q4: 117,739 shares; 2025Q1: 141,700 shares; 2025Q2: 179,684 shares; 2025Q3: 177,415 shares 177,415 $8.95M 0.02% -2,269 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: 25,615 shares; 2024Q4: 32,047 shares; 2025Q1: 57,181 shares; 2025Q2: 56,940 shares; 2025Q3: 53,335 shares 53,335 $8.94M 0.02% -3,605 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,753 shares; 2024Q4: 29,524 shares; 2025Q1: 26,376 shares; 2025Q2: 67,988 shares; 2025Q3: 78,052 shares 78,052 $8.93M 0.02% +10,064 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,448 shares; 2024Q4: 48,624 shares; 2025Q1: 45,771 shares; 2025Q2: 41,287 shares; 2025Q3: 37,487 shares 37,487 $8.93M 0.02% -3,800 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,137 shares; 2024Q4: 86,338 shares; 2025Q1: 149,855 shares; 2025Q2: 167,131 shares; 2025Q3: 181,576 shares 181,576 $8.9M 0.02% +14,445 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,552 shares; 2024Q4: 783,855 shares; 2025Q1: 493,969 shares; 2025Q2: 519,573 shares; 2025Q3: 486,546 shares 486,546 $8.87M 0.02% -33,027 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,572 shares; 2024Q4: 107,358 shares; 2025Q1: 220,731 shares; 2025Q2: 228,990 shares; 2025Q3: 248,152 shares 248,152 $8.87M 0.02% +19,162 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: 161,032 shares; 2024Q4: 158,861 shares; 2025Q1: 198,529 shares; 2025Q2: 174,283 shares; 2025Q3: 176,673 shares 176,673 $8.86M 0.02% +2,390 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: 76,264 shares; 2024Q4: 81,447 shares; 2025Q1: 203,666 shares; 2025Q2: 207,624 shares; 2025Q3: 254,817 shares 254,817 $8.8M 0.02% +47,193 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,605 shares; 2024Q4: 89,160 shares; 2025Q1: 96,807 shares; 2025Q2: 112,709 shares; 2025Q3: 130,549 shares 130,549 $8.73M 0.02% +17,840 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,032 shares; 2024Q4: 67,411 shares; 2025Q1: 71,543 shares; 2025Q2: 73,818 shares; 2025Q3: 71,235 shares 71,235 $8.72M 0.02% -2,583 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,727 shares; 2024Q4: 44,072 shares; 2025Q1: 34,758 shares; 2025Q2: 62,379 shares; 2025Q3: 69,682 shares 69,682 $8.66M 0.02% +7,303 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: 123,035 shares; 2024Q4: 128,197 shares; 2025Q1: 139,011 shares; 2025Q2: 168,694 shares; 2025Q3: 176,684 shares 176,684 $8.63M 0.02% +7,990 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,468 shares; 2024Q4: 30,219 shares; 2025Q1: 34,119 shares; 2025Q2: 31,155 shares; 2025Q3: 35,023 shares 35,023 $8.62M 0.02% +3,868 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,949 shares; 2024Q4: 52,561 shares; 2025Q1: 53,852 shares; 2025Q2: 60,060 shares; 2025Q3: 65,203 shares 65,203 $8.62M 0.02% +5,143 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,053 shares; 2024Q4: 88,052 shares; 2025Q1: 105,660 shares; 2025Q2: 113,047 shares; 2025Q3: 112,751 shares 112,751 $8.61M 0.02% -296 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: 163,226 shares; 2024Q4: 173,704 shares; 2025Q1: 193,054 shares; 2025Q2: 195,824 shares; 2025Q3: 193,058 shares 193,058 $8.6M 0.02% -2,766 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306,538 shares; 2025Q1: 318,593 shares; 2025Q2: 329,187 shares; 2025Q3: 342,479 shares 342,479 $8.59M 0.02% +13,292 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: 256,933 shares; 2024Q4: 305,990 shares; 2025Q1: 429,870 shares; 2025Q2: 464,307 shares; 2025Q3: 508,038 shares 508,038 $8.59M 0.02% +43,731 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,607 shares; 2025Q2: 239,650 shares; 2025Q3: 239,254 shares 239,254 $8.58M 0.02% -396 PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,611 shares; 2024Q4: 319,984 shares; 2025Q1: 304,892 shares; 2025Q2: 384,175 shares; 2025Q3: 439,926 shares 439,926 $8.55M 0.02% +55,751 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: 265,902 shares; 2024Q4: 283,602 shares; 2025Q1: 293,233 shares; 2025Q2: 221,136 shares; 2025Q3: 148,528 shares 148,528 $8.51M 0.02% -72,608 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,771 shares; 2024Q4: 535,074 shares; 2025Q1: 404,811 shares; 2025Q2: 430,714 shares; 2025Q3: 264,237 shares 264,237 $8.47M 0.02% -166,477 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 42,710 shares; 2025Q2: 106,670 shares; 2025Q3: 136,026 shares 136,026 $8.46M 0.02% +29,356 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,735 shares; 2024Q4: 48,034 shares; 2025Q1: 50,189 shares; 2025Q2: 39,838 shares; 2025Q3: 41,523 shares 41,523 $8.37M 0.02% +1,685 Timeline ANGL 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: 276,991 shares; 2024Q4: 284,201 shares; 2025Q1: 269,033 shares; 2025Q2: 254,614 shares; 2025Q3: 280,851 shares 280,851 $8.35M 0.02% +26,237 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,807 shares; 2024Q4: 196,562 shares; 2025Q1: 197,313 shares; 2025Q2: 198,362 shares; 2025Q3: 190,018 shares 190,018 $8.25M 0.02% -8,344 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,429 shares; 2024Q4: 59,041 shares; 2025Q1: 46,460 shares; 2025Q2: 47,076 shares; 2025Q3: 48,633 shares 48,633 $8.24M 0.02% +1,557 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,261 shares; 2024Q4: 170,618 shares; 2025Q1: 186,093 shares; 2025Q2: 175,662 shares; 2025Q3: 162,674 shares 162,674 $8.24M 0.02% -12,988 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,424 shares; 2024Q4: 76,416 shares; 2025Q1: 134,661 shares; 2025Q2: 126,706 shares; 2025Q3: 217,739 shares 217,739 $8.22M 0.02% +91,033 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,877 shares; 2024Q4: 62,940 shares; 2025Q1: 72,967 shares; 2025Q2: 103,839 shares; 2025Q3: 108,704 shares 108,704 $8.22M 0.02% +4,865 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,960 shares; 2024Q4: 76,582 shares; 2025Q1: 92,316 shares; 2025Q2: 108,542 shares; 2025Q3: 112,973 shares 112,973 $8.21M 0.02% +4,431 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: 28,660 shares; 2024Q4: 28,629 shares; 2025Q1: 30,471 shares; 2025Q2: 38,341 shares; 2025Q3: 38,377 shares 38,377 $8.2M 0.02% +36 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: 63,965 shares; 2024Q4: 77,982 shares; 2025Q1: 59,446 shares; 2025Q2: 59,184 shares; 2025Q3: 60,982 shares 60,982 $8.2M 0.02% +1,798 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,803 shares; 2024Q4: 23,804 shares; 2025Q1: 30,340 shares; 2025Q2: 35,550 shares; 2025Q3: 38,440 shares 38,440 $8.18M 0.02% +2,890 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,128 shares; 2025Q2: 135,789 shares; 2025Q3: 269,787 shares 269,787 $8.12M 0.02% +133,998 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: 253,585 shares; 2024Q4: 257,727 shares; 2025Q1: 237,036 shares; 2025Q2: 217,304 shares; 2025Q3: 229,117 shares 229,117 $8.12M 0.02% +11,813 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,356 shares; 2024Q4: 148,515 shares; 2025Q1: 161,431 shares; 2025Q2: 152,324 shares; 2025Q3: 119,986 shares 119,986 $8.11M 0.02% -32,338 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,167 shares; 2024Q4: 97,465 shares; 2025Q1: 153,428 shares; 2025Q2: 220,196 shares; 2025Q3: 223,987 shares 223,987 $8.1M 0.02% +3,791 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,997 shares; 2024Q4: 107,010 shares; 2025Q1: 115,881 shares; 2025Q2: 123,395 shares; 2025Q3: 132,857 shares 132,857 $8.08M 0.02% +9,462 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 18,916 shares; 2025Q1: 17,392 shares; 2025Q2: 37,617 shares; 2025Q3: 32,810 shares 32,810 $8.05M 0.02% -4,807 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,007 shares; 2025Q2: 43,531 shares; 2025Q3: 80,194 shares 80,194 $8M 0.02% +36,663 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,798 shares; 2024Q4: 31,969 shares; 2025Q1: 38,146 shares; 2025Q2: 46,823 shares; 2025Q3: 250,903 shares 250,903 $7.99M 0.02% +204,080 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,806 shares; 2024Q4: 97,968 shares; 2025Q1: 108,641 shares; 2025Q2: 98,556 shares; 2025Q3: 95,688 shares 95,688 $7.99M 0.02% -2,868 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,104 shares; 2024Q4: 140,575 shares; 2025Q1: 189,722 shares; 2025Q2: 188,268 shares; 2025Q3: 165,680 shares 165,680 $7.96M 0.02% -22,588 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,144 shares; 2024Q4: 199,097 shares; 2025Q1: 194,011 shares; 2025Q2: 177,133 shares; 2025Q3: 174,171 shares 174,171 $7.94M 0.02% -2,962 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,727 shares; 2024Q4: 196,067 shares; 2025Q1: 202,671 shares; 2025Q2: 194,921 shares; 2025Q3: 187,864 shares 187,864 $7.92M 0.02% -7,057 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,632 shares; 2024Q4: 68,302 shares; 2025Q1: 88,951 shares; 2025Q2: 99,957 shares; 2025Q3: 162,942 shares 162,942 $7.91M 0.02% +62,985 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,655 shares; 2024Q4: 193,212 shares; 2025Q1: 220,901 shares; 2025Q2: 233,521 shares; 2025Q3: 229,902 shares 229,902 $7.9M 0.02% -3,619 Timeline FDN 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: 31,122 shares; 2024Q4: 34,926 shares; 2025Q1: 27,982 shares; 2025Q2: 28,418 shares; 2025Q3: 28,144 shares 28,144 $7.88M 0.02% -274 Timeline SCHP 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: 127,263 shares; 2024Q4: 267,024 shares; 2025Q1: 269,458 shares; 2025Q2: 282,838 shares; 2025Q3: 291,499 shares 291,499 $7.86M 0.02% +8,661 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 18,757 shares; 2025Q1: 230,145 shares; 2025Q2: 234,559 shares; 2025Q3: 229,098 shares 229,098 $7.85M 0.02% -5,461 Timeline CORP 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: 75,868 shares; 2024Q4: 76,092 shares; 2025Q1: 78,292 shares; 2025Q2: 80,536 shares; 2025Q3: 79,458 shares 79,458 $7.84M 0.02% -1,078 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: 4,141 shares; 2024Q4: 5,483 shares; 2025Q1: 6,479 shares; 2025Q2: 29,546 shares; 2025Q3: 35,204 shares 35,204 $7.82M 0.02% +5,658 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,467 shares; 2024Q4: 38,323 shares; 2025Q1: 43,260 shares; 2025Q2: 44,486 shares; 2025Q3: 43,908 shares 43,908 $7.82M 0.02% -578 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: 189,037 shares; 2024Q4: 185,802 shares; 2025Q1: 238,283 shares; 2025Q2: 262,057 shares; 2025Q3: 266,196 shares 266,196 $7.8M 0.02% +4,139 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,677 shares; 2024Q4: 58,586 shares; 2025Q1: 59,734 shares; 2025Q2: 83,698 shares; 2025Q3: 109,926 shares 109,926 $7.8M 0.02% +26,228 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,009 shares; 2024Q4: 76,567 shares; 2025Q1: 84,771 shares; 2025Q2: 94,140 shares; 2025Q3: 91,952 shares 91,952 $7.76M 0.02% -2,188 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,247 shares; 2024Q4: 44,293 shares; 2025Q1: 41,210 shares; 2025Q2: 41,002 shares; 2025Q3: 40,280 shares 40,280 $7.75M 0.02% -722 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,417 shares; 2024Q4: 36,778 shares; 2025Q1: 36,340 shares; 2025Q2: 42,290 shares; 2025Q3: 43,640 shares 43,640 $7.74M 0.02% +1,350 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,528 shares; 2024Q4: 93,787 shares; 2025Q1: 129,434 shares; 2025Q2: 133,092 shares; 2025Q3: 157,044 shares 157,044 $7.7M 0.02% +23,952 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: 9,786 shares; 2024Q4: 11,153 shares; 2025Q1: 13,268 shares; 2025Q2: 14,001 shares; 2025Q3: 14,183 shares 14,183 $7.7M 0.02% +182 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,379 shares; 2025Q1: 277,062 shares; 2025Q2: 242,649 shares; 2025Q3: 212,676 shares 212,676 $7.66M 0.02% -29,973 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: 201,357 shares; 2024Q4: 257,829 shares; 2025Q1: 251,703 shares; 2025Q2: 247,932 shares; 2025Q3: 227,150 shares 227,150 $7.66M 0.02% -20,782 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 3,448 shares; 2025Q1: 3,575 shares; 2025Q2: 3,708 shares; 2025Q3: 3,264 shares 3,264 $7.63M 0.02% -444 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 57,941 shares; 2025Q1: 77,649 shares; 2025Q2: 81,529 shares; 2025Q3: 84,639 shares 84,639 $7.54M 0.02% +3,110 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,892 shares; 2024Q4: 132,126 shares; 2025Q1: 130,216 shares; 2025Q2: 116,133 shares; 2025Q3: 120,985 shares 120,985 $7.49M 0.02% +4,852 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,189 shares; 2024Q4: 22,375 shares; 2025Q1: 36,956 shares; 2025Q2: 53,021 shares; 2025Q3: 57,370 shares 57,370 $7.47M 0.02% +4,349 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 298,926 shares; 2025Q1: 311,090 shares; 2025Q2: 303,256 shares; 2025Q3: 296,722 shares 296,722 $7.42M 0.02% -6,534 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: 27,282 shares; 2024Q4: 12,412 shares; 2025Q1: 16,424 shares; 2025Q2: 24,718 shares; 2025Q3: 61,264 shares 61,264 $7.36M 0.02% +36,546 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,679 shares; 2024Q4: 129,767 shares; 2025Q1: 103,358 shares; 2025Q2: 104,362 shares; 2025Q3: 85,190 shares 85,190 $7.35M 0.02% -19,172 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,394 shares; 2024Q4: 58,155 shares; 2025Q1: 60,575 shares; 2025Q2: 59,224 shares; 2025Q3: 60,634 shares 60,634 $7.34M 0.02% +1,410 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,323 shares; 2024Q4: 78,309 shares; 2025Q1: 75,273 shares; 2025Q2: 73,015 shares; 2025Q3: 71,123 shares 71,123 $7.33M 0.02% -1,892 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: 11,508 shares; 2024Q4: 8,787 shares; 2025Q1: 8,548 shares; 2025Q2: 13,476 shares; 2025Q3: 34,284 shares 34,284 $7.33M 0.02% +20,808 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 21,003 shares; 2025Q1: 18,529 shares; 2025Q2: 24,965 shares; 2025Q3: 24,654 shares 24,654 $7.33M 0.02% -311 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: 42,725 shares; 2024Q4: 49,444 shares; 2025Q1: 65,700 shares; 2025Q2: 72,336 shares; 2025Q3: 74,238 shares 74,238 $7.32M 0.02% +1,902 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: 130,666 shares; 2024Q4: 127,478 shares; 2025Q1: 128,775 shares; 2025Q2: 123,908 shares; 2025Q3: 121,579 shares 121,579 $7.3M 0.02% -2,329 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,236 shares; 2024Q4: 77,089 shares; 2025Q1: 76,770 shares; 2025Q2: 79,350 shares; 2025Q3: 82,329 shares 82,329 $7.3M 0.02% +2,979 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,965 shares; 2024Q4: 23,677 shares; 2025Q1: 20,199 shares; 2025Q2: 19,890 shares; 2025Q3: 18,286 shares 18,286 $7.24M 0.02% -1,604 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: 13,872 shares; 2024Q4: 27,950 shares; 2025Q1: 19,082 shares; 2025Q2: 205,122 shares; 2025Q3: 203,399 shares 203,399 $7.22M 0.02% -1,723 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: 136,731 shares; 2024Q4: 128,672 shares; 2025Q1: 127,209 shares; 2025Q2: 151,343 shares; 2025Q3: 153,278 shares 153,278 $7.19M 0.02% +1,935 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,998 shares; 2024Q4: 9,793 shares; 2025Q1: 9,905 shares; 2025Q2: 26,807 shares; 2025Q3: 27,826 shares 27,826 $7.19M 0.02% +1,019 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: 396,575 shares; 2024Q4: 379,835 shares; 2025Q1: 428,593 shares; 2025Q2: 433,196 shares; 2025Q3: 479,971 shares 479,971 $7.17M 0.02% +46,775 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: 71,222 shares; 2024Q4: 77,114 shares; 2025Q1: 62,349 shares; 2025Q2: 87,601 shares; 2025Q3: 86,020 shares 86,020 $7.12M 0.02% -1,581 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,401 shares; 2024Q4: 123,036 shares; 2025Q1: 132,070 shares; 2025Q2: 139,537 shares; 2025Q3: 137,824 shares 137,824 $7.01M 0.02% -1,713 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,988 shares; 2024Q4: 56,190 shares; 2025Q1: 60,351 shares; 2025Q2: 59,887 shares; 2025Q3: 55,959 shares 55,959 $7M 0.02% -3,928 Timeline IUS 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: 110,730 shares; 2024Q4: 115,383 shares; 2025Q1: 94,840 shares; 2025Q2: 122,507 shares; 2025Q3: 126,560 shares 126,560 $6.99M 0.02% +4,053 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,694 shares; 2024Q4: 60,141 shares; 2025Q1: 68,006 shares; 2025Q2: 59,674 shares; 2025Q3: 87,502 shares 87,502 $6.97M 0.02% +27,828 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,826 shares; 2025Q1: 13,392 shares; 2025Q2: 14,279 shares; 2025Q3: 14,900 shares 14,900 $6.97M 0.02% +621 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,335 shares; 2024Q4: 179,616 shares; 2025Q1: 204,464 shares; 2025Q2: 330,901 shares; 2025Q3: 663,347 shares 663,347 $6.95M 0.02% +332,446 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,782 shares; 2024Q4: 200,416 shares; 2025Q1: 63,851 shares; 2025Q2: 66,849 shares; 2025Q3: 253,753 shares 253,753 $6.93M 0.02% +186,904 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336,882 shares; 2024Q4: 705,086 shares; 2025Q1: 745,554 shares; 2025Q2: 512,507 shares; 2025Q3: 513,360 shares 513,360 $6.89M 0.02% +853 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 9,769 shares; 2025Q1: 4,873 shares; 2025Q2: 8,837 shares; 2025Q3: 30,633 shares 30,633 $6.88M 0.02% +21,796 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,147 shares; 2025Q1: 12,520 shares; 2025Q2: 15,820 shares; 2025Q3: 18,210 shares 18,210 $6.87M 0.02% +2,390 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: 22,722 shares; 2024Q4: 24,007 shares; 2025Q1: 27,053 shares; 2025Q2: 29,240 shares; 2025Q3: 31,100 shares 31,100 $6.83M 0.02% +1,860 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: 90,555 shares; 2024Q4: 82,351 shares; 2025Q1: 80,762 shares; 2025Q2: 78,764 shares; 2025Q3: 66,907 shares 66,907 $6.82M 0.02% -11,857 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,005 shares; 2024Q4: 104,090 shares; 2025Q1: 214,883 shares; 2025Q2: 249,911 shares; 2025Q3: 253,173 shares 253,173 $6.81M 0.02% +3,262 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,812 shares; 2024Q4: 121,643 shares; 2025Q1: 127,525 shares; 2025Q2: 140,112 shares; 2025Q3: 142,549 shares 142,549 $6.81M 0.02% +2,437 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,064 shares; 2024Q4: 84,560 shares; 2025Q1: 87,489 shares; 2025Q2: 71,057 shares; 2025Q3: 73,280 shares 73,280 $6.78M 0.02% +2,223 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,818 shares; 2024Q4: 128,890 shares; 2025Q1: 128,634 shares; 2025Q2: 132,004 shares; 2025Q3: 129,164 shares 129,164 $6.76M 0.02% -2,840 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: 69,108 shares; 2024Q4: 68,367 shares; 2025Q1: 69,609 shares; 2025Q2: 87,338 shares; 2025Q3: 108,135 shares 108,135 $6.76M 0.02% +20,797 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: 1,489,932 shares; 2024Q4: 1,208,060 shares; 2025Q1: 269,019 shares; 2025Q2: 310,612 shares; 2025Q3: 254,531 shares 254,531 $6.72M 0.02% -56,081 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,379 shares; 2024Q4: 81,069 shares; 2025Q1: 151,917 shares; 2025Q2: 138,866 shares; 2025Q3: 108,468 shares 108,468 $6.72M 0.02% -30,398 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: 17,017 shares; 2025Q1: 92,468 shares; 2025Q2: 114,689 shares; 2025Q3: 132,515 shares 132,515 $6.71M 0.02% +17,826 Timeline MGC 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: 24,234 shares; 2024Q4: 25,718 shares; 2025Q1: 29,314 shares; 2025Q2: 28,837 shares; 2025Q3: 27,443 shares 27,443 $6.7M 0.02% -1,394 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,206 shares; 2024Q4: 102,060 shares; 2025Q1: 103,717 shares; 2025Q2: 105,973 shares; 2025Q3: 105,694 shares 105,694 $6.7M 0.02% -279 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,714 shares; 2024Q4: 34,175 shares; 2025Q1: 95,689 shares; 2025Q2: 164,084 shares; 2025Q3: 231,631 shares 231,631 $6.69M 0.02% +67,547 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 18,042 shares; 2025Q1: 47,220 shares; 2025Q2: 64,043 shares; 2025Q3: 69,316 shares 69,316 $6.69M 0.02% +5,273 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,355 shares; 2024Q4: 124,575 shares; 2025Q1: 128,379 shares; 2025Q2: 142,702 shares; 2025Q3: 143,314 shares 143,314 $6.67M 0.02% +612 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,599 shares; 2024Q4: 293,219 shares; 2025Q1: 455,751 shares; 2025Q2: 442,827 shares; 2025Q3: 466,568 shares 466,568 $6.65M 0.02% +23,741 Timeline AVLC 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: 80,060 shares; 2025Q2: 82,995 shares; 2025Q3: 86,376 shares 86,376 $6.61M 0.02% +3,381 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: 233,567 shares; 2024Q4: 241,814 shares; 2025Q1: 249,319 shares; 2025Q2: 260,018 shares; 2025Q3: 226,553 shares 226,553 $6.59M 0.02% -33,465 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,178 shares; 2024Q4: 30,820 shares; 2025Q1: 30,143 shares; 2025Q2: 33,474 shares; 2025Q3: 34,190 shares 34,190 $6.59M 0.02% +716 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,162 shares; 2024Q4: 46,409 shares; 2025Q1: 42,717 shares; 2025Q2: 40,731 shares; 2025Q3: 37,366 shares 37,366 $6.57M 0.02% -3,365 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,122 shares; 2024Q4: 143,369 shares; 2025Q1: 194,137 shares; 2025Q2: 136,085 shares; 2025Q3: 109,566 shares 109,566 $6.56M 0.02% -26,519 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 7,726 shares; 2025Q1: 8,910 shares; 2025Q2: 138,862 shares; 2025Q3: 170,414 shares 170,414 $6.56M 0.02% +31,552 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: 41,116 shares; 2024Q4: 93,427 shares; 2025Q1: 164,999 shares; 2025Q2: 152,646 shares; 2025Q3: 138,421 shares 138,421 $6.56M 0.02% -14,225 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 12,096 shares; 2025Q1: 18,270 shares; 2025Q2: 35,013 shares; 2025Q3: 38,293 shares 38,293 $6.54M 0.02% +3,280 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 22,284 shares; 2025Q1: 31,367 shares; 2025Q2: 35,836 shares; 2025Q3: 41,535 shares 41,535 $6.52M 0.02% +5,699 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,740 shares; 2024Q4: 139,856 shares; 2025Q1: 146,593 shares; 2025Q2: 139,833 shares; 2025Q3: 142,198 shares 142,198 $6.52M 0.02% +2,365 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 61,963 shares; 2025Q1: 38,179 shares; 2025Q2: 78,221 shares; 2025Q3: 58,160 shares 58,160 $6.49M 0.02% -20,061 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 16,324 shares; 2025Q1: 15,233 shares; 2025Q2: 23,017 shares; 2025Q3: 27,448 shares 27,448 $6.48M 0.02% +4,431 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,735 shares; 2024Q4: 91,745 shares; 2025Q1: 93,726 shares; 2025Q2: 91,378 shares; 2025Q3: 93,199 shares 93,199 $6.47M 0.02% +1,821 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,654 shares; 2024Q4: 144,901 shares; 2025Q1: 219,302 shares; 2025Q2: 186,404 shares; 2025Q3: 207,700 shares 207,700 $6.41M 0.02% +21,296 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: not reported; 2025Q2: 224,250 shares; 2025Q3: 366,546 shares 366,546 $6.41M 0.02% +142,296 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,727 shares; 2024Q4: 89,652 shares; 2025Q1: 82,162 shares; 2025Q2: 94,060 shares; 2025Q3: 94,676 shares 94,676 $6.4M 0.02% +616 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: 6,517 shares; 2024Q4: 9,475 shares; 2025Q1: 16,306 shares; 2025Q2: 12,809 shares; 2025Q3: 39,143 shares 39,143 $6.4M 0.02% +26,334 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,035 shares; 2024Q4: 214,798 shares; 2025Q1: 187,359 shares; 2025Q2: 185,815 shares; 2025Q3: 141,341 shares 141,341 $6.39M 0.02% -44,474 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: 18,201 shares; 2024Q4: 14,698 shares; 2025Q1: 13,423 shares; 2025Q2: 17,250 shares; 2025Q3: 16,831 shares 16,831 $6.38M 0.02% -419 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,485 shares; 2024Q4: 218,486 shares; 2025Q1: 235,506 shares; 2025Q2: 246,486 shares; 2025Q3: 271,484 shares 271,484 $6.35M 0.02% +24,998 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,926 shares; 2024Q4: 167,355 shares; 2025Q1: 132,441 shares; 2025Q2: 173,077 shares; 2025Q3: 164,475 shares 164,475 $6.31M 0.02% -8,602 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,852 shares; 2024Q4: 38,748 shares; 2025Q1: 33,785 shares; 2025Q2: 154,805 shares; 2025Q3: 156,341 shares 156,341 $6.27M 0.02% +1,536 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,821 shares; 2024Q4: 49,384 shares; 2025Q1: 49,742 shares; 2025Q2: 48,495 shares; 2025Q3: 49,806 shares 49,806 $6.27M 0.02% +1,311 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: 72,365 shares; 2024Q4: 73,073 shares; 2025Q1: 74,829 shares; 2025Q2: 79,746 shares; 2025Q3: 77,647 shares 77,647 $6.26M 0.02% -2,099 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,537 shares; 2024Q4: 28,807 shares; 2025Q1: 31,618 shares; 2025Q2: 30,062 shares; 2025Q3: 31,877 shares 31,877 $6.25M 0.02% +1,815 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,246 shares; 2024Q4: 39,426 shares; 2025Q1: 39,537 shares; 2025Q2: 37,543 shares; 2025Q3: 36,504 shares 36,504 $6.22M 0.02% -1,039 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,512 shares; 2024Q4: 172,703 shares; 2025Q1: 175,644 shares; 2025Q2: 218,948 shares; 2025Q3: 204,606 shares 204,606 $6.2M 0.02% -14,342 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,982 shares; 2024Q4: 65,344 shares; 2025Q1: 68,367 shares; 2025Q2: 56,335 shares; 2025Q3: 42,306 shares 42,306 $6.19M 0.02% -14,029 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,450 shares; 2024Q4: 118,023 shares; 2025Q1: 166,586 shares; 2025Q2: 165,630 shares; 2025Q3: 133,269 shares 133,269 $6.19M 0.02% -32,361 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,339 shares; 2024Q4: 53,554 shares; 2025Q1: 47,081 shares; 2025Q2: 58,003 shares; 2025Q3: 108,752 shares 108,752 $6.18M 0.02% +50,749 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,577 shares; 2025Q2: 139,142 shares; 2025Q3: 140,456 shares 140,456 $6.18M 0.02% +1,314 Timeline GDEC 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: 218,907 shares; 2024Q4: 235,880 shares; 2025Q1: 203,251 shares; 2025Q2: 189,647 shares; 2025Q3: 168,472 shares 168,472 $6.18M 0.02% -21,175 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 16,916 shares; 2025Q1: 20,102 shares; 2025Q2: 20,737 shares; 2025Q3: 18,549 shares 18,549 $6.17M 0.02% -2,188 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,855 shares; 2024Q4: 213,637 shares; 2025Q1: 206,104 shares; 2025Q2: 216,898 shares; 2025Q3: 203,724 shares 203,724 $6.16M 0.02% -13,174 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: 84,394 shares; 2024Q4: 77,470 shares; 2025Q1: 82,019 shares; 2025Q2: 82,146 shares; 2025Q3: 78,768 shares 78,768 $6.14M 0.02% -3,378 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 14,659 shares; 2025Q1: 20,388 shares; 2025Q2: 20,377 shares; 2025Q3: 18,032 shares 18,032 $6.09M 0.02% -2,345 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,512 shares; 2024Q4: 78,281 shares; 2025Q1: 92,396 shares; 2025Q2: 125,472 shares; 2025Q3: 171,979 shares 171,979 $6.07M 0.02% +46,507 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: 53,859 shares; 2024Q4: 67,560 shares; 2025Q1: 78,594 shares; 2025Q2: 85,539 shares; 2025Q3: 86,735 shares 86,735 $6.07M 0.02% +1,196 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: 47,218 shares; 2024Q4: 49,839 shares; 2025Q1: 70,976 shares; 2025Q2: 90,848 shares; 2025Q3: 69,873 shares 69,873 $6.06M 0.02% -20,975 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: 38,708 shares; 2024Q4: 40,309 shares; 2025Q1: 47,170 shares; 2025Q2: 51,626 shares; 2025Q3: 53,783 shares 53,783 $6.03M 0.02% +2,157 Timeline FYC 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: 7,200 shares; 2024Q4: 7,432 shares; 2025Q1: 7,895 shares; 2025Q2: 6,931 shares; 2025Q3: 65,853 shares 65,853 $5.97M 0.02% +58,922 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: 8,391 shares; 2025Q1: not reported; 2025Q2: 8,387 shares; 2025Q3: 53,197 shares 53,197 $5.97M 0.02% +44,810 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,047 shares; 2024Q4: 86,608 shares; 2025Q1: 90,951 shares; 2025Q2: 145,175 shares; 2025Q3: 81,169 shares 81,169 $5.96M 0.02% -64,006 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: 139,000 shares; 2024Q4: 141,066 shares; 2025Q1: 103,278 shares; 2025Q2: 99,156 shares; 2025Q3: 97,712 shares 97,712 $5.96M 0.02% -1,444 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,975 shares; 2024Q4: 77,059 shares; 2025Q1: 68,881 shares; 2025Q2: 70,471 shares; 2025Q3: 57,719 shares 57,719 $5.96M 0.02% -12,752 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: 32,028 shares; 2024Q4: 33,491 shares; 2025Q1: 32,262 shares; 2025Q2: 30,313 shares; 2025Q3: 22,927 shares 22,927 $5.95M 0.02% -7,386 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,248 shares; 2024Q4: 46,535 shares; 2025Q1: 37,708 shares; 2025Q2: 42,615 shares; 2025Q3: 43,801 shares 43,801 $5.94M 0.02% +1,186 Timeline SLYG 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: 39,554 shares; 2024Q4: 39,714 shares; 2025Q1: 39,744 shares; 2025Q2: 62,973 shares; 2025Q3: 62,944 shares 62,944 $5.94M 0.02% -29 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,610 shares; 2025Q2: 70,215 shares; 2025Q3: 75,634 shares 75,634 $5.93M 0.02% +5,419 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,723 shares; 2024Q4: 156,993 shares; 2025Q1: 59,302 shares; 2025Q2: 61,619 shares; 2025Q3: 61,348 shares 61,348 $5.92M 0.02% -271 Timeline EMLP 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: 121,376 shares; 2024Q4: 165,563 shares; 2025Q1: 147,335 shares; 2025Q2: 149,968 shares; 2025Q3: 154,453 shares 154,453 $5.91M 0.02% +4,485 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: 228,313 shares; 2024Q4: 163,628 shares; 2025Q1: 64,566 shares; 2025Q2: 64,717 shares; 2025Q3: 161,880 shares 161,880 $5.91M 0.02% +97,163 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: 50,119 shares; 2024Q4: 57,463 shares; 2025Q1: 64,178 shares; 2025Q2: 75,798 shares; 2025Q3: 87,600 shares 87,600 $5.91M 0.02% +11,802 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,201 shares; 2024Q4: 22,955 shares; 2025Q1: 31,209 shares; 2025Q2: 49,018 shares; 2025Q3: 41,000 shares 41,000 $5.9M 0.02% -8,018 Timeline DFLV 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: 11,934 shares; 2024Q4: 15,611 shares; 2025Q1: 19,765 shares; 2025Q2: 39,034 shares; 2025Q3: 179,001 shares 179,001 $5.89M 0.02% +139,967 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: 217,092 shares; 2024Q4: 215,810 shares; 2025Q1: 200,592 shares; 2025Q2: 215,464 shares; 2025Q3: 115,493 shares 115,493 $5.88M 0.02% -99,971 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,958 shares; 2024Q4: 175,347 shares; 2025Q1: 187,533 shares; 2025Q2: 153,702 shares; 2025Q3: 163,702 shares 163,702 $5.88M 0.02% +10,000 Timeline PSEP 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: 48,711 shares; 2024Q4: 45,640 shares; 2025Q1: 42,122 shares; 2025Q2: 122,394 shares; 2025Q3: 136,816 shares 136,816 $5.88M 0.02% +14,422 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,925 shares; 2024Q4: 172,276 shares; 2025Q1: 214,064 shares; 2025Q2: 191,449 shares; 2025Q3: 306,314 shares 306,314 $5.87M 0.02% +114,865 Timeline CSHI 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: 117,738 shares; 2024Q4: 167,352 shares; 2025Q1: 174,051 shares; 2025Q2: 145,960 shares; 2025Q3: 117,165 shares 117,165 $5.83M 0.02% -28,795 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,729 shares; 2025Q3: 196,313 shares 196,313 $5.8M 0.02% +37,584 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,974 shares; 2024Q4: 56,568 shares; 2025Q1: 50,413 shares; 2025Q2: 71,899 shares; 2025Q3: 70,370 shares 70,370 $5.79M 0.02% -1,529 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,842 shares; 2024Q4: 74,348 shares; 2025Q1: 71,263 shares; 2025Q2: 77,973 shares; 2025Q3: 84,007 shares 84,007 $5.79M 0.02% +6,034 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,888 shares; 2024Q4: 134,835 shares; 2025Q1: 165,507 shares; 2025Q2: 184,060 shares; 2025Q3: 207,582 shares 207,582 $5.77M 0.02% +23,522 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: 3,096 shares; 2024Q4: 3,238 shares; 2025Q1: 2,906 shares; 2025Q2: 4,778 shares; 2025Q3: 16,694 shares 16,694 $5.77M 0.02% +11,916 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: 35,519 shares; 2024Q4: 34,137 shares; 2025Q1: 34,458 shares; 2025Q2: 37,238 shares; 2025Q3: 37,627 shares 37,627 $5.72M 0.02% +389 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: 155,467 shares; 2024Q4: 159,492 shares; 2025Q1: 135,928 shares; 2025Q2: 125,454 shares; 2025Q3: 116,056 shares 116,056 $5.71M 0.02% -9,398 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: 5,843 shares; 2024Q4: 8,525 shares; 2025Q1: 22,371 shares; 2025Q2: 59,930 shares; 2025Q3: 64,389 shares 64,389 $5.7M 0.02% +4,459 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,850 shares; 2024Q4: 138,793 shares; 2025Q1: 140,147 shares; 2025Q2: 150,432 shares; 2025Q3: 130,580 shares 130,580 $5.67M 0.02% -19,852 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,065 shares; 2024Q4: 246,690 shares; 2025Q1: 335,371 shares; 2025Q2: 347,463 shares; 2025Q3: 355,545 shares 355,545 $5.67M 0.02% +8,082 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,909 shares; 2024Q4: 118,880 shares; 2025Q1: 120,903 shares; 2025Q2: 85,783 shares; 2025Q3: 80,387 shares 80,387 $5.65M 0.02% -5,396 Timeline OUSM 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: 118,531 shares; 2024Q4: 143,828 shares; 2025Q1: 114,609 shares; 2025Q2: 126,623 shares; 2025Q3: 125,634 shares 125,634 $5.63M 0.02% -989 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,321 shares; 2024Q4: 32,151 shares; 2025Q1: 35,003 shares; 2025Q2: 36,694 shares; 2025Q3: 29,270 shares 29,270 $5.62M 0.02% -7,424 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,728 shares; 2024Q4: 706,924 shares; 2025Q1: 426,055 shares; 2025Q2: 386,756 shares; 2025Q3: 243,044 shares 243,044 $5.61M 0.01% -143,712 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: 59,932 shares; 2024Q4: 182,314 shares; 2025Q1: 283,479 shares; 2025Q2: 306,276 shares; 2025Q3: 336,389 shares 336,389 $5.61M 0.01% +30,113 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,692 shares; 2024Q4: 997,479 shares; 2025Q1: 1,049,091 shares; 2025Q2: 657,784 shares; 2025Q3: 468,557 shares 468,557 $5.6M 0.01% -189,227 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,139 shares; 2024Q4: 39,514 shares; 2025Q1: 40,575 shares; 2025Q2: 29,621 shares; 2025Q3: 28,059 shares 28,059 $5.6M 0.01% -1,562 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,924 shares; 2024Q4: 74,995 shares; 2025Q1: 64,857 shares; 2025Q2: 84,955 shares; 2025Q3: 97,984 shares 97,984 $5.59M 0.01% +13,029 Timeline OGIG 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: not reported; 2024Q4: not reported; 2025Q1: 77,964 shares; 2025Q2: 97,346 shares; 2025Q3: 97,221 shares 97,221 $5.59M 0.01% -125 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,034 shares; 2024Q4: 29,876 shares; 2025Q1: 25,475 shares; 2025Q2: 28,034 shares; 2025Q3: 27,831 shares 27,831 $5.58M 0.01% -203 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,686 shares; 2025Q2: 60,738 shares; 2025Q3: 176,849 shares 176,849 $5.57M 0.01% +116,111 Timeline USTB 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: 24,593 shares; 2025Q2: 33,912 shares; 2025Q3: 108,685 shares 108,685 $5.54M 0.01% +74,773 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,472 shares; 2024Q4: 417,635 shares; 2025Q1: 430,560 shares; 2025Q2: 501,467 shares; 2025Q3: 320,173 shares 320,173 $5.53M 0.01% -181,294 Timeline JTEK 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: 3,499 shares; 2025Q3: 60,120 shares 60,120 $5.53M 0.01% +56,621 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,086 shares; 2024Q4: 22,209 shares; 2025Q1: 21,807 shares; 2025Q2: 23,423 shares; 2025Q3: 25,204 shares 25,204 $5.49M 0.01% +1,781 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,325 shares; 2024Q4: 180,864 shares; 2025Q1: 151,974 shares; 2025Q2: 148,102 shares; 2025Q3: 127,259 shares 127,259 $5.48M 0.01% -20,843 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: 8,595 shares; 2024Q4: 7,376 shares; 2025Q1: 6,950 shares; 2025Q2: 7,048 shares; 2025Q3: 6,642 shares 6,642 $5.48M 0.01% -406 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,531 shares; 2024Q4: 83,820 shares; 2025Q1: 203,087 shares; 2025Q2: 361,874 shares; 2025Q3: 386,248 shares 386,248 $5.47M 0.01% +24,374 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,179 shares; 2024Q4: 19,428 shares; 2025Q1: 19,792 shares; 2025Q2: 20,347 shares; 2025Q3: 18,994 shares 18,994 $5.45M 0.01% -1,353 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,202 shares; 2025Q1: 2,308 shares; 2025Q2: 50,932 shares; 2025Q3: 50,528 shares 50,528 $5.45M 0.01% -404 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,021 shares; 2024Q4: 15,967 shares; 2025Q1: 16,224 shares; 2025Q2: 16,917 shares; 2025Q3: 18,164 shares 18,164 $5.44M 0.01% +1,247 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: 235,817 shares; 2024Q4: 225,767 shares; 2025Q1: 192,416 shares; 2025Q2: 183,646 shares; 2025Q3: 81,118 shares 81,118 $5.44M 0.01% -102,528 Timeline JGLO 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: 81,624 shares; 2024Q4: 87,004 shares; 2025Q1: 94,195 shares; 2025Q2: 103,145 shares; 2025Q3: 80,034 shares 80,034 $5.42M 0.01% -23,111 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: 7,431 shares; 2024Q4: 7,554 shares; 2025Q1: 7,729 shares; 2025Q2: 6,534 shares; 2025Q3: 5,858 shares 5,858 $5.39M 0.01% -676 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: 29,171 shares; 2024Q4: 29,449 shares; 2025Q1: 31,590 shares; 2025Q2: 29,172 shares; 2025Q3: 28,324 shares 28,324 $5.39M 0.01% -848 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: 58,962 shares; 2024Q4: 60,936 shares; 2025Q1: 59,008 shares; 2025Q2: 59,044 shares; 2025Q3: 59,539 shares 59,539 $5.36M 0.01% +495 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,841 shares; 2024Q4: 26,793 shares; 2025Q1: 25,705 shares; 2025Q2: 41,298 shares; 2025Q3: 42,767 shares 42,767 $5.35M 0.01% +1,469 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: 19,570 shares; 2024Q4: 20,342 shares; 2025Q1: 22,723 shares; 2025Q2: 19,824 shares; 2025Q3: 20,261 shares 20,261 $5.28M 0.01% +437 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: 86,634 shares; 2024Q4: 207,679 shares; 2025Q1: 172,055 shares; 2025Q2: 208,500 shares; 2025Q3: 182,188 shares 182,188 $5.27M 0.01% -26,312 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,009 shares; 2024Q4: 288,403 shares; 2025Q1: 283,278 shares; 2025Q2: 116,113 shares; 2025Q3: 114,177 shares 114,177 $5.26M 0.01% -1,936 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,957 shares; 2024Q4: 23,644 shares; 2025Q1: 28,784 shares; 2025Q2: 40,194 shares; 2025Q3: 43,072 shares 43,072 $5.22M 0.01% +2,878 Timeline DXUV 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: 67,770 shares; 2025Q2: 80,571 shares; 2025Q3: 89,251 shares 89,251 $5.22M 0.01% +8,680 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,421 shares; 2024Q4: 74,215 shares; 2025Q1: 45,145 shares; 2025Q2: 67,076 shares; 2025Q3: 61,293 shares 61,293 $5.21M 0.01% -5,783 Timeline PDP 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: 27,932 shares; 2024Q4: 31,102 shares; 2025Q1: 39,072 shares; 2025Q2: 39,463 shares; 2025Q3: 44,000 shares 44,000 $5.19M 0.01% +4,537 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,460 shares; 2024Q4: 37,343 shares; 2025Q1: 37,273 shares; 2025Q2: 44,273 shares; 2025Q3: 46,728 shares 46,728 $5.18M 0.01% +2,455 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 12,893 shares; 2025Q1: 13,118 shares; 2025Q2: 14,236 shares; 2025Q3: 20,160 shares 20,160 $5.17M 0.01% +5,924 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: 81,085 shares; 2024Q4: 97,651 shares; 2025Q1: 122,422 shares; 2025Q2: 130,201 shares; 2025Q3: 136,789 shares 136,789 $5.17M 0.01% +6,588 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: 208,146 shares; 2024Q4: 160,520 shares; 2025Q1: 149,404 shares; 2025Q2: 148,599 shares; 2025Q3: 128,607 shares 128,607 $5.16M 0.01% -19,992 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,132 shares; 2024Q4: 135,268 shares; 2025Q1: 131,101 shares; 2025Q2: 104,756 shares; 2025Q3: 91,095 shares 91,095 $5.14M 0.01% -13,661 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: 10,547 shares; 2024Q4: 22,055 shares; 2025Q1: 33,702 shares; 2025Q2: 54,008 shares; 2025Q3: 57,857 shares 57,857 $5.14M 0.01% +3,849 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,813 shares; 2024Q4: 217,232 shares; 2025Q1: 191,314 shares; 2025Q2: 228,240 shares; 2025Q3: 228,098 shares 228,098 $5.13M 0.01% -142 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: 38,186 shares; 2024Q4: 39,122 shares; 2025Q1: 72,252 shares; 2025Q2: 88,795 shares; 2025Q3: 215,844 shares 215,844 $5.12M 0.01% +127,049 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: 8,339 shares; 2024Q4: 9,688 shares; 2025Q1: 13,662 shares; 2025Q2: 12,343 shares; 2025Q3: 10,577 shares 10,577 $5.11M 0.01% -1,766 CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,874 shares; 2025Q1: 114,723 shares; 2025Q2: 164,441 shares; 2025Q3: 182,189 shares 182,189 $5.1M 0.01% +17,748 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,431 shares; 2024Q4: 229,065 shares; 2025Q1: 236,333 shares; 2025Q2: 192,598 shares; 2025Q3: 155,379 shares 155,379 $5.09M 0.01% -37,219 Timeline AVIG 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: 111,453 shares; 2024Q4: 118,808 shares; 2025Q1: 122,603 shares; 2025Q2: 115,842 shares; 2025Q3: 120,664 shares 120,664 $5.08M 0.01% +4,822 Timeline BBIN 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: 90,065 shares; 2024Q4: 93,765 shares; 2025Q1: 105,974 shares; 2025Q2: 117,234 shares; 2025Q3: 72,377 shares 72,377 $5.08M 0.01% -44,857 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: 71,223 shares; 2024Q4: 81,310 shares; 2025Q1: 98,371 shares; 2025Q2: 102,984 shares; 2025Q3: 112,660 shares 112,660 $5.07M 0.01% +9,676 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,936 shares; 2024Q4: 111,175 shares; 2025Q1: 116,457 shares; 2025Q2: 86,420 shares; 2025Q3: 80,370 shares 80,370 $5.07M 0.01% -6,050 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: 29,582 shares; 2024Q4: 29,684 shares; 2025Q1: 31,472 shares; 2025Q2: 31,310 shares; 2025Q3: 33,188 shares 33,188 $5.06M 0.01% +1,878 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 20,417 shares; 2025Q1: 70,747 shares; 2025Q2: 83,867 shares; 2025Q3: 101,782 shares 101,782 $5.06M 0.01% +17,915 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482,792 shares; 2024Q4: 1,476,211 shares; 2025Q1: 1,717,822 shares; 2025Q2: 1,184,646 shares; 2025Q3: 1,109,413 shares 1,109,413 $5.04M 0.01% -75,233 Timeline GLIN 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: 71,168 shares; 2024Q4: 127,430 shares; 2025Q1: 113,412 shares; 2025Q2: 104,452 shares; 2025Q3: 111,851 shares 111,851 $4.99M 0.01% +7,399 Timeline HYBI 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: 97,769 shares 97,769 $4.96M 0.01% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,160 shares; 2024Q4: 55,877 shares; 2025Q1: 52,611 shares; 2025Q2: 50,717 shares; 2025Q3: 49,435 shares 49,435 $4.95M 0.01% -1,282 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: 74,617 shares; 2024Q4: 76,612 shares; 2025Q1: 72,294 shares; 2025Q2: 70,399 shares; 2025Q3: 64,416 shares 64,416 $4.94M 0.01% -5,983 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: 91,693 shares; 2024Q4: 90,229 shares; 2025Q1: 83,712 shares; 2025Q2: 90,277 shares; 2025Q3: 90,640 shares 90,640 $4.93M 0.01% +363 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,011 shares; 2024Q4: 98,596 shares; 2025Q1: 97,312 shares; 2025Q2: 96,727 shares; 2025Q3: 101,679 shares 101,679 $4.93M 0.01% +4,952 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,042 shares; 2024Q4: 256,179 shares; 2025Q1: 186,813 shares; 2025Q2: 162,764 shares; 2025Q3: 142,453 shares 142,453 $4.91M 0.01% -20,311 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,409 shares; 2024Q4: 339,036 shares; 2025Q1: 298,879 shares; 2025Q2: 300,757 shares; 2025Q3: 251,228 shares 251,228 $4.91M 0.01% -49,529 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,351 shares; 2024Q4: 33,993 shares; 2025Q1: 32,929 shares; 2025Q2: 29,807 shares; 2025Q3: 27,746 shares 27,746 $4.91M 0.01% -2,061 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,818 shares; 2024Q4: 52,219 shares; 2025Q1: 96,862 shares; 2025Q2: 116,736 shares; 2025Q3: 130,074 shares 130,074 $4.9M 0.01% +13,338 Timeline SCMB 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: 4,500 shares; 2024Q4: 9,098 shares; 2025Q1: 39,548 shares; 2025Q2: 78,195 shares; 2025Q3: 190,933 shares 190,933 $4.89M 0.01% +112,738 Timeline MLPX 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: 77,559 shares; 2024Q4: 80,110 shares; 2025Q1: 103,489 shares; 2025Q2: 112,917 shares; 2025Q3: 77,239 shares 77,239 $4.84M 0.01% -35,678 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,605 shares; 2024Q4: 50,426 shares; 2025Q1: 43,100 shares; 2025Q2: 120,549 shares; 2025Q3: 117,670 shares 117,670 $4.84M 0.01% -2,879 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,729 shares; 2024Q4: 118,803 shares; 2025Q1: 122,501 shares; 2025Q2: 124,941 shares; 2025Q3: 113,254 shares 113,254 $4.84M 0.01% -11,687 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,999 shares; 2024Q4: 41,758 shares; 2025Q1: 40,810 shares; 2025Q2: 36,725 shares; 2025Q3: 30,210 shares 30,210 $4.83M 0.01% -6,515 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: 32,239 shares; 2024Q4: 31,570 shares; 2025Q1: 34,388 shares; 2025Q2: 38,248 shares; 2025Q3: 36,197 shares 36,197 $4.83M 0.01% -2,051 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: 92,224 shares; 2024Q4: 94,472 shares; 2025Q1: 100,198 shares; 2025Q2: 101,612 shares; 2025Q3: 101,491 shares 101,491 $4.82M 0.01% -121 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,844 shares; 2024Q4: 42,629 shares; 2025Q1: 48,972 shares; 2025Q2: 51,729 shares; 2025Q3: 52,409 shares 52,409 $4.8M 0.01% +680 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 6,715 shares; 2025Q1: 11,505 shares; 2025Q2: 22,221 shares; 2025Q3: 34,580 shares 34,580 $4.79M 0.01% +12,359 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: 258,691 shares; 2024Q4: 248,454 shares; 2025Q1: 200,146 shares; 2025Q2: 114,231 shares; 2025Q3: 113,676 shares 113,676 $4.79M 0.01% -555 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,430 shares; 2024Q4: 158,258 shares; 2025Q1: 135,080 shares; 2025Q2: 141,965 shares; 2025Q3: 143,500 shares 143,500 $4.79M 0.01% +1,535 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 55,825 shares; 2025Q1: 62,616 shares; 2025Q2: 50,521 shares; 2025Q3: 60,287 shares 60,287 $4.79M 0.01% +9,766 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,742 shares; 2025Q2: 83,263 shares; 2025Q3: 92,581 shares 92,581 $4.77M 0.01% +9,318 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,342 shares; 2025Q1: 2,574 shares; 2025Q2: 2,734 shares; 2025Q3: 2,852 shares 2,852 $4.77M 0.01% +118 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: 69,208 shares; 2024Q4: 72,268 shares; 2025Q1: 67,428 shares; 2025Q2: 61,146 shares; 2025Q3: 51,959 shares 51,959 $4.75M 0.01% -9,187 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,754 shares; 2024Q4: 55,830 shares; 2025Q1: 62,915 shares; 2025Q2: 48,062 shares; 2025Q3: 52,937 shares 52,937 $4.74M 0.01% +4,875 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: 153,037 shares; 2024Q4: 158,022 shares; 2025Q1: 139,697 shares; 2025Q2: 114,785 shares; 2025Q3: 105,093 shares 105,093 $4.73M 0.01% -9,692 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: 19,091 shares; 2024Q4: 19,405 shares; 2025Q1: 21,089 shares; 2025Q2: 21,756 shares; 2025Q3: 20,474 shares 20,474 $4.7M 0.01% -1,282 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,186 shares; 2024Q4: 57,832 shares; 2025Q1: 65,001 shares; 2025Q2: 59,372 shares; 2025Q3: 74,357 shares 74,357 $4.69M 0.01% +14,985 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 12,451 shares; 2025Q1: 12,597 shares; 2025Q2: 12,466 shares; 2025Q3: 13,142 shares 13,142 $4.69M 0.01% +676 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 24,808 shares; 2025Q1: 52,547 shares; 2025Q2: 91,581 shares; 2025Q3: 101,783 shares 101,783 $4.66M 0.01% +10,202 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 9,807 shares; 2025Q1: 11,795 shares; 2025Q2: 12,193 shares; 2025Q3: 13,527 shares 13,527 $4.66M 0.01% +1,334 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,651 shares; 2024Q4: 34,567 shares; 2025Q1: 33,798 shares; 2025Q2: 42,420 shares; 2025Q3: 57,894 shares 57,894 $4.65M 0.01% +15,474 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,189 shares; 2024Q4: 153,855 shares; 2025Q1: 115,183 shares; 2025Q2: 113,501 shares; 2025Q3: 90,245 shares 90,245 $4.63M 0.01% -23,256 Timeline SMOT 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: 93,758 shares; 2024Q4: 121,107 shares; 2025Q1: 133,048 shares; 2025Q2: 117,718 shares; 2025Q3: 127,425 shares 127,425 $4.6M 0.01% +9,707 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: 45,710 shares; 2024Q4: 77,787 shares; 2025Q1: 93,084 shares; 2025Q2: 75,789 shares; 2025Q3: 54,412 shares 54,412 $4.57M 0.01% -21,377 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 22,418 shares; 2025Q1: 14,508 shares; 2025Q2: 29,804 shares; 2025Q3: 36,463 shares 36,463 $4.57M 0.01% +6,659 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,282 shares; 2024Q4: 80,088 shares; 2025Q1: 49,097 shares; 2025Q2: 47,903 shares; 2025Q3: 49,360 shares 49,360 $4.57M 0.01% +1,457 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: 9,593 shares; 2024Q4: 8,790 shares; 2025Q1: 9,413 shares; 2025Q2: 13,105 shares; 2025Q3: 13,442 shares 13,442 $4.57M 0.01% +337 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: 57,485 shares; 2024Q4: 57,608 shares; 2025Q1: 60,675 shares; 2025Q2: 79,254 shares; 2025Q3: 76,899 shares 76,899 $4.56M 0.01% -2,355 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,730 shares; 2024Q4: 25,231 shares; 2025Q1: 61,181 shares; 2025Q2: 109,242 shares; 2025Q3: 116,462 shares 116,462 $4.52M 0.01% +7,220 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,262 shares; 2024Q4: 56,790 shares; 2025Q1: 87,480 shares; 2025Q2: 91,489 shares; 2025Q3: 75,956 shares 75,956 $4.51M 0.01% -15,533 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,787 shares; 2024Q4: 48,031 shares; 2025Q1: 42,800 shares; 2025Q2: 40,506 shares; 2025Q3: 40,819 shares 40,819 $4.51M 0.01% +313 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,679 shares; 2024Q4: 51,923 shares; 2025Q1: 39,762 shares; 2025Q2: 39,186 shares; 2025Q3: 40,080 shares 40,080 $4.5M 0.01% +894 Timeline SPBO 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: 373,689 shares; 2024Q4: 374,703 shares; 2025Q1: 375,168 shares; 2025Q2: 372,636 shares; 2025Q3: 150,734 shares 150,734 $4.47M 0.01% -221,902 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,305 shares; 2025Q1: 12,848 shares; 2025Q2: 14,781 shares; 2025Q3: 15,510 shares 15,510 $4.47M 0.01% +729 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 72,615 shares; 2025Q1: 43,306 shares; 2025Q2: 45,696 shares; 2025Q3: 44,457 shares 44,457 $4.46M 0.01% -1,239 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,832 shares; 2024Q4: 54,347 shares; 2025Q1: 49,234 shares; 2025Q2: 49,207 shares; 2025Q3: 50,646 shares 50,646 $4.45M 0.01% +1,439 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,237 shares; 2024Q4: 61,239 shares; 2025Q1: 63,820 shares; 2025Q2: 67,651 shares; 2025Q3: 104,725 shares 104,725 $4.45M 0.01% +37,074 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: 16,753 shares; 2024Q4: 23,013 shares; 2025Q1: 24,571 shares; 2025Q2: 28,058 shares; 2025Q3: 26,618 shares 26,618 $4.44M 0.01% -1,440 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,057 shares 172,057 $4.44M 0.01% new 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: 43,197 shares; 2024Q4: 58,880 shares; 2025Q1: 64,770 shares; 2025Q2: 40,086 shares; 2025Q3: 33,520 shares 33,520 $4.43M 0.01% -6,566 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: 23,523 shares; 2024Q4: 24,511 shares; 2025Q1: 26,033 shares; 2025Q2: 22,279 shares; 2025Q3: 19,297 shares 19,297 $4.43M 0.01% -2,982 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,472 shares; 2024Q4: 41,255 shares; 2025Q1: 49,294 shares; 2025Q2: 95,877 shares; 2025Q3: 94,813 shares 94,813 $4.42M 0.01% -1,064 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,046 shares; 2024Q4: 31,152 shares; 2025Q1: 29,938 shares; 2025Q2: 25,168 shares; 2025Q3: 25,521 shares 25,521 $4.41M 0.01% +353 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: 8,487 shares; 2024Q4: 33,361 shares; 2025Q1: 34,171 shares; 2025Q2: 35,078 shares; 2025Q3: 33,856 shares 33,856 $4.41M 0.01% -1,222 Timeline VAW 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: 16,926 shares; 2024Q4: 17,668 shares; 2025Q1: 18,976 shares; 2025Q2: 19,484 shares; 2025Q3: 21,522 shares 21,522 $4.41M 0.01% +2,038 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,545 shares; 2024Q4: 23,730 shares; 2025Q1: 22,994 shares; 2025Q2: 19,465 shares; 2025Q3: 18,587 shares 18,587 $4.38M 0.01% -878 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,544 shares; 2024Q4: 69,190 shares; 2025Q1: 63,329 shares; 2025Q2: 66,055 shares; 2025Q3: 70,253 shares 70,253 $4.37M 0.01% +4,198 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,293 shares; 2024Q4: 156,324 shares; 2025Q1: 209,548 shares; 2025Q2: 159,082 shares; 2025Q3: 170,519 shares 170,519 $4.37M 0.01% +11,437 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,474 shares; 2024Q4: 99,711 shares; 2025Q1: 58,135 shares; 2025Q2: 358,881 shares; 2025Q3: 70,155 shares 70,155 $4.36M 0.01% -288,726 Timeline AVSC 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: 60,451 shares; 2024Q4: 64,464 shares; 2025Q1: 63,114 shares; 2025Q2: 72,378 shares; 2025Q3: 76,058 shares 76,058 $4.35M 0.01% +3,680 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,959 shares; 2025Q3: 31,804 shares 31,804 $4.35M 0.01% +26,845 Timeline GJUL 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: 50,201 shares; 2024Q4: 42,691 shares; 2025Q1: 25,018 shares; 2025Q2: 25,018 shares; 2025Q3: 107,272 shares 107,272 $4.35M 0.01% +82,254 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,533 shares; 2024Q4: 29,398 shares; 2025Q1: 32,657 shares; 2025Q2: 31,795 shares; 2025Q3: 31,312 shares 31,312 $4.34M 0.01% -483 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,929 shares; 2024Q4: 49,769 shares; 2025Q1: 41,455 shares; 2025Q2: 43,758 shares; 2025Q3: 39,238 shares 39,238 $4.34M 0.01% -4,520 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,008 shares; 2024Q4: 86,015 shares; 2025Q1: 102,703 shares; 2025Q2: 97,960 shares; 2025Q3: 105,266 shares 105,266 $4.32M 0.01% +7,306 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,503 shares; 2024Q4: 245,919 shares; 2025Q1: 296,520 shares; 2025Q2: 362,581 shares; 2025Q3: 223,990 shares 223,990 $4.31M 0.01% -138,591 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: 57,929 shares; 2024Q4: 67,202 shares; 2025Q1: 114,367 shares; 2025Q2: 119,420 shares; 2025Q3: 132,014 shares 132,014 $4.3M 0.01% +12,594 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 30,174 shares; 2025Q1: 62,717 shares; 2025Q2: 95,250 shares; 2025Q3: 87,337 shares 87,337 $4.3M 0.01% -7,913 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,169 shares; 2024Q4: 75,912 shares; 2025Q1: 89,587 shares; 2025Q2: 91,966 shares; 2025Q3: 88,051 shares 88,051 $4.3M 0.01% -3,915 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: 104,086 shares; 2024Q4: 112,191 shares; 2025Q1: 125,490 shares; 2025Q2: 128,184 shares; 2025Q3: 115,750 shares 115,750 $4.3M 0.01% -12,434 Timeline IJUL 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: 69,291 shares; 2024Q4: 127,042 shares; 2025Q1: 138,229 shares; 2025Q2: 146,987 shares; 2025Q3: 130,955 shares 130,955 $4.28M 0.01% -16,032 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,898 shares; 2024Q4: 307,911 shares; 2025Q1: 313,816 shares; 2025Q2: 44,506 shares; 2025Q3: 121,422 shares 121,422 $4.27M 0.01% +76,916 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,858 shares; 2024Q4: 320,369 shares; 2025Q1: 229,483 shares; 2025Q2: 50,538 shares; 2025Q3: 53,225 shares 53,225 $4.27M 0.01% +2,687 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,923 shares; 2024Q4: 172,060 shares; 2025Q1: 158,263 shares; 2025Q2: 200,835 shares; 2025Q3: 206,256 shares 206,256 $4.26M 0.01% +5,421 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,922 shares; 2024Q4: 11,434 shares; 2025Q1: 69,687 shares; 2025Q2: 76,392 shares; 2025Q3: 82,665 shares 82,665 $4.25M 0.01% +6,273 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,118 shares; 2024Q4: 111,604 shares; 2025Q1: 120,779 shares; 2025Q2: 107,423 shares; 2025Q3: 115,338 shares 115,338 $4.23M 0.01% +7,915 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,368 shares; 2025Q1: 5,216 shares; 2025Q2: 4,862 shares; 2025Q3: 5,088 shares 5,088 $4.21M 0.01% +226 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,059 shares; 2024Q4: 48,183 shares; 2025Q1: 50,296 shares; 2025Q2: 35,821 shares; 2025Q3: 32,549 shares 32,549 $4.17M 0.01% -3,272 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,695 shares; 2024Q4: 145,933 shares; 2025Q1: 135,115 shares; 2025Q2: 138,471 shares; 2025Q3: 133,690 shares 133,690 $4.17M 0.01% -4,781 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,179 shares; 2024Q4: 129,775 shares; 2025Q1: 122,957 shares; 2025Q2: 121,060 shares; 2025Q3: 113,814 shares 113,814 $4.16M 0.01% -7,246 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: 74,051 shares; 2024Q4: 56,399 shares; 2025Q1: 76,505 shares; 2025Q2: 85,360 shares; 2025Q3: 81,320 shares 81,320 $4.15M 0.01% -4,040 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,089 shares; 2024Q4: 149,023 shares; 2025Q1: 156,156 shares; 2025Q2: 123,215 shares; 2025Q3: 111,184 shares 111,184 $4.14M 0.01% -12,031 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,005 shares; 2024Q4: 20,733 shares; 2025Q1: 30,867 shares; 2025Q2: 34,051 shares; 2025Q3: 29,952 shares 29,952 $4.14M 0.01% -4,099 Timeline HEQT 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: 76,607 shares; 2025Q1: 240,016 shares; 2025Q2: 333,975 shares; 2025Q3: 132,047 shares 132,047 $4.12M 0.01% -201,928 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: 12,438 shares; 2024Q4: 14,668 shares; 2025Q1: 18,779 shares; 2025Q2: 19,450 shares; 2025Q3: 21,564 shares 21,564 $4.12M 0.01% +2,114 Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,893 shares; 2024Q4: 100,876 shares; 2025Q1: 216,642 shares; 2025Q2: 218,845 shares; 2025Q3: 243,249 shares 243,249 $4.12M 0.01% +24,404 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,725 shares; 2024Q4: 84,521 shares; 2025Q1: 83,593 shares; 2025Q2: 81,673 shares; 2025Q3: 68,299 shares 68,299 $4.12M 0.01% -13,374 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,392 shares; 2024Q4: 39,104 shares; 2025Q1: 42,144 shares; 2025Q2: 41,310 shares; 2025Q3: 41,856 shares 41,856 $4.12M 0.01% +546 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 10,113 shares; 2025Q1: 15,334 shares; 2025Q2: 11,007 shares; 2025Q3: 17,848 shares 17,848 $4.1M 0.01% +6,841 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: 140,364 shares; 2024Q4: 146,920 shares; 2025Q1: 167,496 shares; 2025Q2: 176,257 shares; 2025Q3: 178,712 shares 178,712 $4.1M 0.01% +2,455 Timeline EMLC 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: 70,338 shares; 2024Q4: 67,315 shares; 2025Q1: 113,405 shares; 2025Q2: 127,204 shares; 2025Q3: 160,291 shares 160,291 $4.09M 0.01% +33,087 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 16,118 shares; 2025Q1: 11,131 shares; 2025Q2: 12,686 shares; 2025Q3: 11,205 shares 11,205 $4.09M 0.01% -1,481 Timeline BALI 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: 61,460 shares; 2025Q1: 65,790 shares; 2025Q2: 119,940 shares; 2025Q3: 128,637 shares 128,637 $4.08M 0.01% +8,697 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 6,965 shares; 2025Q1: 7,172 shares; 2025Q2: 10,290 shares; 2025Q3: 36,756 shares 36,756 $4.07M 0.01% +26,466 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,170 shares; 2024Q4: 100,818 shares; 2025Q1: 91,238 shares; 2025Q2: 92,779 shares; 2025Q3: 88,607 shares 88,607 $4.06M 0.01% -4,172 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 30,570 shares; 2025Q1: 34,781 shares; 2025Q2: 39,501 shares; 2025Q3: 44,617 shares 44,617 $4.05M 0.01% +5,116 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,211 shares; 2025Q1: 15,149 shares; 2025Q2: 26,786 shares; 2025Q3: 48,466 shares 48,466 $4.04M 0.01% +21,680 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,666 shares; 2024Q4: 53,619 shares; 2025Q1: 55,237 shares; 2025Q2: 59,604 shares; 2025Q3: 66,111 shares 66,111 $4.04M 0.01% +6,507 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,834 shares; 2025Q1: 8,272 shares; 2025Q2: 9,133 shares; 2025Q3: 9,345 shares 9,345 $4.02M 0.01% +212 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: 28,421 shares; 2024Q4: 28,573 shares; 2025Q1: 29,565 shares; 2025Q2: 63,943 shares; 2025Q3: 81,542 shares 81,542 $4M 0.01% +17,599 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: 5,455 shares; 2024Q4: 6,394 shares; 2025Q1: 6,443 shares; 2025Q2: 5,904 shares; 2025Q3: 11,428 shares 11,428 $3.99M 0.01% +5,524 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,734 shares; 2024Q4: 56,784 shares; 2025Q1: 58,341 shares; 2025Q2: 60,495 shares; 2025Q3: 61,321 shares 61,321 $3.99M 0.01% +826 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,260 shares; 2024Q4: 35,950 shares; 2025Q1: 38,953 shares; 2025Q2: 38,211 shares; 2025Q3: 16,557 shares 16,557 $3.99M 0.01% -21,654 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: 187,049 shares; 2024Q4: 195,668 shares; 2025Q1: 198,778 shares; 2025Q2: 166,442 shares; 2025Q3: 157,818 shares 157,818 $3.98M 0.01% -8,624 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: 47,397 shares; 2024Q4: 47,989 shares; 2025Q1: 47,071 shares; 2025Q2: 48,441 shares; 2025Q3: 44,029 shares 44,029 $3.96M 0.01% -4,412 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,556 shares; 2024Q4: 61,868 shares; 2025Q1: 117,598 shares; 2025Q2: 51,556 shares; 2025Q3: 45,078 shares 45,078 $3.96M 0.01% -6,478 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,809 shares; 2024Q4: 83,452 shares; 2025Q1: 47,592 shares; 2025Q2: 39,349 shares; 2025Q3: 27,788 shares 27,788 $3.96M 0.01% -11,561 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 8,071 shares; 2025Q1: 9,139 shares; 2025Q2: 9,615 shares; 2025Q3: 10,188 shares 10,188 $3.96M 0.01% +573 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: 5,220 shares; 2024Q4: 5,521 shares; 2025Q1: 2,931 shares; 2025Q2: 2,999 shares; 2025Q3: 2,997 shares 2,997 $3.95M 0.01% -2 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: 154,945 shares; 2025Q2: 51,477 shares; 2025Q3: 123,678 shares 123,678 $3.94M 0.01% +72,201 Timeline USMC 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: 12,372 shares; 2024Q4: 15,580 shares; 2025Q1: 36,631 shares; 2025Q2: 58,783 shares; 2025Q3: 57,687 shares 57,687 $3.93M 0.01% -1,096 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: 62,083 shares; 2024Q4: 54,566 shares; 2025Q1: 48,476 shares; 2025Q2: 49,139 shares; 2025Q3: 49,994 shares 49,994 $3.93M 0.01% +855 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,775 shares; 2025Q3: 81,762 shares 81,762 $3.92M 0.01% +19,987 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 22,884 shares; 2025Q1: 24,198 shares; 2025Q2: 23,818 shares; 2025Q3: 22,670 shares 22,670 $3.91M 0.01% -1,148 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,859 shares; 2024Q4: 120,992 shares; 2025Q1: 148,735 shares; 2025Q2: 152,779 shares; 2025Q3: 162,601 shares 162,601 $3.91M 0.01% +9,822 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: 35,599 shares; 2024Q4: 41,186 shares; 2025Q1: 43,155 shares; 2025Q2: 45,465 shares; 2025Q3: 59,200 shares 59,200 $3.9M 0.01% +13,735 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: 19,845 shares; 2024Q4: 21,217 shares; 2025Q1: 18,973 shares; 2025Q2: 20,097 shares; 2025Q3: 19,011 shares 19,011 $3.9M 0.01% -1,086 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 26,279 shares; 2025Q1: 22,887 shares; 2025Q2: 100,490 shares; 2025Q3: 88,969 shares 88,969 $3.89M 0.01% -11,521 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: 56,751 shares; 2024Q4: 62,408 shares; 2025Q1: 94,182 shares; 2025Q2: 99,242 shares; 2025Q3: 84,453 shares 84,453 $3.88M 0.01% -14,789 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: 90,196 shares; 2024Q4: 85,895 shares; 2025Q1: 88,206 shares; 2025Q2: 76,563 shares; 2025Q3: 69,400 shares 69,400 $3.88M 0.01% -7,163 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: 12,759 shares; 2024Q4: 14,340 shares; 2025Q1: 17,007 shares; 2025Q2: 76,132 shares; 2025Q3: 74,327 shares 74,327 $3.88M 0.01% -1,805 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 17,471 shares; 2025Q1: 19,326 shares; 2025Q2: 20,336 shares; 2025Q3: 21,346 shares 21,346 $3.88M 0.01% +1,010 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: 115,474 shares; 2024Q4: 116,052 shares; 2025Q1: 115,482 shares; 2025Q2: 112,379 shares; 2025Q3: 76,453 shares 76,453 $3.88M 0.01% -35,926 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: 17,895 shares; 2024Q4: 15,289 shares; 2025Q1: 26,448 shares; 2025Q2: 25,504 shares; 2025Q3: 71,197 shares 71,197 $3.88M 0.01% +45,693 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,428 shares; 2024Q4: 55,899 shares; 2025Q1: 34,490 shares; 2025Q2: 27,958 shares; 2025Q3: 38,181 shares 38,181 $3.87M 0.01% +10,223 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,041 shares; 2024Q4: 53,529 shares; 2025Q1: 50,181 shares; 2025Q2: 42,009 shares; 2025Q3: 36,230 shares 36,230 $3.86M 0.01% -5,779 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: 7,146 shares; 2024Q4: 6,854 shares; 2025Q1: 4,129 shares; 2025Q2: 3,914 shares; 2025Q3: 4,034 shares 4,034 $3.84M 0.01% +120 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: 10,814 shares; 2024Q4: 11,725 shares; 2025Q1: 18,868 shares; 2025Q2: 16,416 shares; 2025Q3: 57,317 shares 57,317 $3.83M 0.01% +40,901 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,623 shares; 2024Q4: 18,588 shares; 2025Q1: 20,620 shares; 2025Q2: 19,191 shares; 2025Q3: 19,310 shares 19,310 $3.82M 0.01% +119 Timeline DGS 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: 24,106 shares; 2024Q4: 34,810 shares; 2025Q1: 71,820 shares; 2025Q2: 81,295 shares; 2025Q3: 66,760 shares 66,760 $3.81M 0.01% -14,535 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,748 shares; 2025Q2: 53,443 shares; 2025Q3: 50,855 shares 50,855 $3.81M 0.01% -2,588 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 5,932 shares; 2025Q1: 10,983 shares; 2025Q2: 12,075 shares; 2025Q3: 12,721 shares 12,721 $3.81M 0.01% +646 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,824 shares; 2025Q2: 128,034 shares; 2025Q3: 141,176 shares 141,176 $3.79M 0.01% +13,142 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: 16,886 shares; 2024Q4: 28,120 shares; 2025Q1: 34,319 shares; 2025Q2: 20,702 shares; 2025Q3: 23,367 shares 23,367 $3.78M 0.01% +2,665 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: 71,885 shares; 2024Q4: 76,870 shares; 2025Q1: 81,423 shares; 2025Q2: 80,511 shares; 2025Q3: 80,912 shares 80,912 $3.77M 0.01% +401 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,268 shares; 2024Q4: 47,077 shares; 2025Q1: 122,959 shares; 2025Q2: 187,379 shares; 2025Q3: 109,634 shares 109,634 $3.76M 0.01% -77,745 Timeline FNDB 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: 27,308 shares; 2024Q4: 86,327 shares; 2025Q1: 89,342 shares; 2025Q2: 145,641 shares; 2025Q3: 146,084 shares 146,084 $3.76M 0.01% +443 Timeline AVES 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: 47,132 shares; 2024Q4: 51,467 shares; 2025Q1: 65,672 shares; 2025Q2: 68,007 shares; 2025Q3: 65,536 shares 65,536 $3.76M 0.01% -2,471 Timeline DFAX 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: 122,039 shares; 2024Q4: 124,485 shares; 2025Q1: 123,120 shares; 2025Q2: 119,700 shares; 2025Q3: 119,485 shares 119,485 $3.75M 0.01% -215 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: 19,614 shares; 2024Q4: 19,725 shares; 2025Q1: 22,775 shares; 2025Q2: 30,540 shares; 2025Q3: 49,301 shares 49,301 $3.74M 0.01% +18,761 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 12,886 shares; 2025Q1: 14,429 shares; 2025Q2: 15,287 shares; 2025Q3: 12,455 shares 12,455 $3.73M 0.01% -2,832 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,958 shares; 2024Q4: 26,591 shares; 2025Q1: 31,914 shares; 2025Q2: 43,265 shares; 2025Q3: 38,896 shares 38,896 $3.73M 0.01% -4,369 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,505 shares; 2024Q4: 93,004 shares; 2025Q1: 85,297 shares; 2025Q2: 104,250 shares; 2025Q3: 94,119 shares 94,119 $3.73M 0.01% -10,131 Timeline DFUV 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: 83,122 shares; 2024Q4: 83,383 shares; 2025Q1: 84,402 shares; 2025Q2: 89,837 shares; 2025Q3: 83,268 shares 83,268 $3.72M 0.01% -6,569 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: 55,834 shares; 2024Q4: 41,942 shares; 2025Q1: 62,105 shares; 2025Q2: 64,174 shares; 2025Q3: 66,984 shares 66,984 $3.7M 0.01% +2,810 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,025 shares; 2025Q1: 38,190 shares; 2025Q2: 118,896 shares; 2025Q3: 142,705 shares 142,705 $3.7M 0.01% +23,809 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: 118,660 shares; 2024Q4: 124,536 shares; 2025Q1: 140,944 shares; 2025Q2: 146,887 shares; 2025Q3: 150,051 shares 150,051 $3.69M 0.01% +3,164 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,700 shares; 2024Q4: 56,499 shares; 2025Q1: 70,588 shares; 2025Q2: 86,924 shares; 2025Q3: 81,741 shares 81,741 $3.68M 0.01% -5,183 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: 39,805 shares; 2024Q4: 43,297 shares; 2025Q1: 99,809 shares; 2025Q2: 85,143 shares; 2025Q3: 121,044 shares 121,044 $3.68M 0.01% +35,901 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 16,392 shares; 2025Q1: 19,516 shares; 2025Q2: 21,169 shares; 2025Q3: 21,259 shares 21,259 $3.67M 0.01% +90 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,495 shares; 2024Q4: 132,591 shares; 2025Q1: 117,851 shares; 2025Q2: 89,435 shares; 2025Q3: 89,204 shares 89,204 $3.67M 0.01% -231 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,846 shares; 2024Q4: 56,989 shares; 2025Q1: 61,041 shares; 2025Q2: 59,051 shares; 2025Q3: 68,968 shares 68,968 $3.67M 0.01% +9,917 Timeline BWX 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: 66,738 shares; 2024Q4: 107,518 shares; 2025Q1: 164,259 shares; 2025Q2: 154,234 shares; 2025Q3: 159,362 shares 159,362 $3.67M 0.01% +5,128 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,205 shares; 2024Q4: 38,132 shares; 2025Q1: 31,907 shares; 2025Q2: 29,190 shares; 2025Q3: 28,555 shares 28,555 $3.66M 0.01% -635 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: 20,832 shares; 2024Q4: 18,374 shares; 2025Q1: 21,572 shares; 2025Q2: 22,761 shares; 2025Q3: 26,610 shares 26,610 $3.66M 0.01% +3,849 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,156 shares; 2024Q4: 81,479 shares; 2025Q1: 80,738 shares; 2025Q2: 65,462 shares; 2025Q3: 67,358 shares 67,358 $3.66M 0.01% +1,896 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,692 shares; 2024Q4: 130,992 shares; 2025Q1: 130,807 shares; 2025Q2: 145,128 shares; 2025Q3: 140,475 shares 140,475 $3.66M 0.01% -4,653 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: 5,678 shares; 2025Q1: 24,366 shares; 2025Q2: 24,282 shares; 2025Q3: 25,100 shares 25,100 $3.65M 0.01% +818 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,741 shares; 2024Q4: 63,008 shares; 2025Q1: 64,119 shares; 2025Q2: 66,062 shares; 2025Q3: 72,002 shares 72,002 $3.65M 0.01% +5,940 Timeline GARP ISHARES TR More: the full 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: 31,845 shares; 2025Q1: 33,774 shares; 2025Q2: 40,004 shares; 2025Q3: 55,646 shares 55,646 $3.65M 0.01% +15,642 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 11,661 shares; 2025Q1: 14,592 shares; 2025Q2: 14,239 shares; 2025Q3: 13,040 shares 13,040 $3.65M 0.01% -1,199 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,457 shares; 2024Q4: 203,261 shares; 2025Q1: 164,639 shares; 2025Q2: 125,911 shares; 2025Q3: 117,079 shares 117,079 $3.64M 0.01% -8,832 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,847 shares; 2024Q4: 34,515 shares; 2025Q1: 38,663 shares; 2025Q2: 37,966 shares; 2025Q3: 70,165 shares 70,165 $3.64M 0.01% +32,199 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,207 shares; 2024Q4: 29,918 shares; 2025Q1: 24,477 shares; 2025Q2: 26,454 shares; 2025Q3: 26,983 shares 26,983 $3.63M 0.01% +529 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,469 shares; 2024Q4: 87,164 shares; 2025Q1: 76,060 shares; 2025Q2: 79,846 shares; 2025Q3: 73,958 shares 73,958 $3.63M 0.01% -5,888 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,510 shares; 2024Q4: 29,281 shares; 2025Q1: 34,370 shares; 2025Q2: 36,216 shares; 2025Q3: 37,322 shares 37,322 $3.62M 0.01% +1,106 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 19,286 shares; 2025Q1: 19,168 shares; 2025Q2: 17,927 shares; 2025Q3: 17,831 shares 17,831 $3.62M 0.01% -96 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: 162,859 shares; 2024Q4: 175,606 shares; 2025Q1: 123,996 shares; 2025Q2: 70,576 shares; 2025Q3: 99,391 shares 99,391 $3.62M 0.01% +28,815 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,574 shares; 2025Q1: 17,700 shares; 2025Q2: 22,786 shares; 2025Q3: 18,466 shares 18,466 $3.62M 0.01% -4,320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,931 shares; 2025Q3: 42,873 shares 42,873 $3.62M 0.01% +2,942 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,573 shares; 2024Q4: 12,242 shares; 2025Q1: 13,049 shares; 2025Q2: 55,025 shares; 2025Q3: 58,553 shares 58,553 $3.61M 0.01% +3,528 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: 32,332 shares; 2024Q4: 31,905 shares; 2025Q1: 31,931 shares; 2025Q2: 32,308 shares; 2025Q3: 26,618 shares 26,618 $3.6M 0.01% -5,690 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,964 shares; 2024Q4: 32,228 shares; 2025Q1: 24,468 shares; 2025Q2: 24,870 shares; 2025Q3: 28,594 shares 28,594 $3.6M 0.01% +3,724 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,782 shares; 2024Q4: 56,317 shares; 2025Q1: 54,982 shares; 2025Q2: 64,604 shares; 2025Q3: 26,323 shares 26,323 $3.6M 0.01% -38,281 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: 39,392 shares; 2024Q4: 41,189 shares; 2025Q1: 56,919 shares; 2025Q2: 44,892 shares; 2025Q3: 46,360 shares 46,360 $3.59M 0.01% +1,468 Timeline UFEB 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: 17,161 shares; 2024Q4: 17,161 shares; 2025Q1: 57,024 shares; 2025Q2: 98,496 shares; 2025Q3: 100,271 shares 100,271 $3.59M 0.01% +1,775 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,347 shares; 2025Q1: 10,215 shares; 2025Q2: 32,499 shares; 2025Q3: 52,146 shares 52,146 $3.59M 0.01% +19,647 Timeline