NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,770 shares; 2024Q4: 160,666 shares; 2025Q1: 172,804 shares; 2025Q2: 195,084 shares; 2025Q3: 176,974 shares 176,974 $12.3M 0.01% -18,110 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,604 shares; 2024Q4: 230,193 shares; 2025Q1: 66,843 shares; 2025Q2: 59,564 shares; 2025Q3: 61,436 shares 61,436 $12.2M 0.01% +1,872 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,113 shares; 2024Q4: 80,933 shares; 2025Q1: 109,361 shares; 2025Q2: 97,109 shares; 2025Q3: 98,121 shares 98,121 $12.1M 0.01% +1,012 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: 132,224 shares; 2024Q4: 164,473 shares; 2025Q1: 191,623 shares; 2025Q2: 157,815 shares; 2025Q3: 151,237 shares 151,237 $12.1M 0.01% -6,578 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,280 shares; 2024Q4: 72,827 shares; 2025Q1: 76,111 shares; 2025Q2: 86,548 shares; 2025Q3: 77,986 shares 77,986 $12.1M 0.01% -8,562 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: 9,564 shares; 2024Q4: 9,877 shares; 2025Q1: 8,833 shares; 2025Q2: 111,135 shares; 2025Q3: 111,745 shares 111,745 $12M 0.01% +610 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,937 shares; 2024Q4: 699,327 shares; 2025Q1: 133,526 shares; 2025Q2: 118,278 shares; 2025Q3: 120,204 shares 120,204 $12M 0.01% +1,926 Timeline ESGV 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: 109,800 shares; 2024Q4: 106,640 shares; 2025Q1: 102,188 shares; 2025Q2: 101,648 shares; 2025Q3: 100,427 shares 100,427 $11.9M 0.01% -1,221 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,770 shares; 2024Q4: 38,449 shares; 2025Q1: 104,037 shares; 2025Q2: 104,969 shares; 2025Q3: 108,409 shares 108,409 $11.8M 0.01% +3,440 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: 324,282 shares; 2024Q4: 482,324 shares; 2025Q1: 318,368 shares; 2025Q2: 337,517 shares; 2025Q3: 344,059 shares 344,059 $11.7M 0.01% +6,542 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: 3,006 shares; 2025Q2: 5,708 shares; 2025Q3: 164,096 shares 164,096 $11.5M 0.01% +158,388 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,881 shares; 2024Q4: 163,350 shares; 2025Q1: 147,318 shares; 2025Q2: 145,253 shares; 2025Q3: 135,995 shares 135,995 $11.5M 0.01% -9,258 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: 59,973 shares; 2024Q4: 64,143 shares; 2025Q1: 94,687 shares; 2025Q2: 88,857 shares; 2025Q3: 57,531 shares 57,531 $11.5M 0.01% -31,326 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,806 shares; 2024Q4: 261,982 shares; 2025Q1: 275,582 shares; 2025Q2: 255,055 shares; 2025Q3: 214,928 shares 214,928 $11.4M 0.01% -40,127 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,195 shares; 2024Q4: 481,024 shares; 2025Q1: 419,706 shares; 2025Q2: 307,825 shares; 2025Q3: 164,394 shares 164,394 $11.3M 0.01% -143,431 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: 69,661 shares; 2024Q4: 67,679 shares; 2025Q1: 66,871 shares; 2025Q2: 64,045 shares; 2025Q3: 63,329 shares 63,329 $11.2M 0.01% -716 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,226 shares; 2024Q4: 192,740 shares; 2025Q1: 213,187 shares; 2025Q2: 227,511 shares; 2025Q3: 230,729 shares 230,729 $11.2M 0.01% +3,218 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: 151,309 shares; 2024Q4: 166,256 shares; 2025Q1: 173,859 shares; 2025Q2: 183,347 shares; 2025Q3: 184,336 shares 184,336 $11M 0.01% +989 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: 63,724 shares; 2024Q4: 67,749 shares; 2025Q1: 65,201 shares; 2025Q2: 49,450 shares; 2025Q3: 48,063 shares 48,063 $11M 0.01% -1,387 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: 6,476 shares; 2024Q4: 6,426 shares; 2025Q1: 22,143 shares; 2025Q2: 21,849 shares; 2025Q3: 22,577 shares 22,577 $10.9M 0.01% +728 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: 83,419 shares; 2024Q4: 91,833 shares; 2025Q1: 80,089 shares; 2025Q2: 83,351 shares; 2025Q3: 90,177 shares 90,177 $10.8M 0.01% +6,826 Timeline AUSF 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: 10,017 shares; 2024Q4: 28,335 shares; 2025Q1: 40,546 shares; 2025Q2: 174,885 shares; 2025Q3: 231,071 shares 231,071 $10.7M 0.01% +56,186 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: 40,271 shares; 2024Q4: 47,552 shares; 2025Q1: 49,255 shares; 2025Q2: 51,033 shares; 2025Q3: 45,351 shares 45,351 $10.7M 0.01% -5,682 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,177 shares; 2024Q4: 194,007 shares; 2025Q1: 197,351 shares; 2025Q2: 223,394 shares; 2025Q3: 234,577 shares 234,577 $10.7M 0.01% +11,183 Timeline BBRE 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: 82,354 shares; 2024Q4: 89,325 shares; 2025Q1: 97,138 shares; 2025Q2: 105,817 shares; 2025Q3: 111,686 shares 111,686 $10.7M 0.01% +5,869 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: 212,718 shares; 2024Q4: 178,829 shares; 2025Q1: 205,513 shares; 2025Q2: 201,613 shares; 2025Q3: 203,384 shares 203,384 $10.6M 0.01% +1,771 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,237 shares; 2024Q4: 170,692 shares; 2025Q1: 158,973 shares; 2025Q2: 196,210 shares; 2025Q3: 205,767 shares 205,767 $10.6M 0.01% +9,557 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,185 shares; 2024Q4: 83,419 shares; 2025Q1: 77,432 shares; 2025Q2: 88,855 shares; 2025Q3: 87,793 shares 87,793 $10.5M 0.01% -1,062 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,233 shares; 2024Q4: 376,456 shares; 2025Q1: 403,391 shares; 2025Q2: 186,142 shares; 2025Q3: 189,146 shares 189,146 $10.5M 0.01% +3,004 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,146 shares; 2024Q4: 320,542 shares; 2025Q1: 383,535 shares; 2025Q2: 450,748 shares; 2025Q3: 281,714 shares 281,714 $10.5M 0.01% -169,034 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,713 shares; 2024Q4: 21,670 shares; 2025Q1: 27,467 shares; 2025Q2: 86,295 shares; 2025Q3: 93,533 shares 93,533 $10.5M 0.01% +7,238 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: 173,788 shares; 2024Q4: 221,498 shares; 2025Q1: 207,572 shares; 2025Q2: 179,419 shares; 2025Q3: 205,165 shares 205,165 $10.4M 0.01% +25,746 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: 92,447 shares; 2024Q4: 96,181 shares; 2025Q1: 99,071 shares; 2025Q2: 113,090 shares; 2025Q3: 115,544 shares 115,544 $10.4M 0.01% +2,454 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: 139,403 shares; 2024Q4: 146,108 shares; 2025Q1: 205,261 shares; 2025Q2: 285,015 shares; 2025Q3: 293,346 shares 293,346 $10.4M 0.01% +8,331 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,809 shares; 2024Q4: 101,304 shares; 2025Q1: 95,502 shares; 2025Q2: 98,376 shares; 2025Q3: 107,471 shares 107,471 $10.2M 0.01% +9,095 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,697 shares; 2024Q4: 69,599 shares; 2025Q1: 74,360 shares; 2025Q2: 47,055 shares; 2025Q3: 52,018 shares 52,018 $10.2M 0.01% +4,963 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,694 shares; 2024Q4: 35,211 shares; 2025Q1: 76,308 shares; 2025Q2: 48,107 shares; 2025Q3: 47,165 shares 47,165 $10.1M 0.01% -942 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: 11,166 shares; 2024Q4: 11,417 shares; 2025Q1: 12,486 shares; 2025Q2: 13,355 shares; 2025Q3: 64,341 shares 64,341 $10.1M 0.01% +50,986 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,703 shares; 2025Q1: 7,173 shares; 2025Q2: 9,601 shares; 2025Q3: 226,067 shares 226,067 $10.1M 0.01% +216,466 Timeline IYM 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: 66,475 shares; 2024Q4: 66,816 shares; 2025Q1: 71,150 shares; 2025Q2: 69,330 shares; 2025Q3: 67,620 shares 67,620 $10M 0.01% -1,710 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,595 shares; 2024Q4: 24,420 shares; 2025Q1: 20,935 shares; 2025Q2: 20,585 shares; 2025Q3: 21,030 shares 21,030 $9.99M 0.01% +445 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,042 shares; 2024Q4: 28,311 shares; 2025Q1: 28,365 shares; 2025Q2: 27,388 shares; 2025Q3: 23,599 shares 23,599 $9.97M 0.01% -3,789 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,772 shares; 2024Q4: 196,723 shares; 2025Q1: 194,928 shares; 2025Q2: 213,021 shares; 2025Q3: 220,461 shares 220,461 $9.94M 0.01% +7,440 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,815 shares; 2024Q4: 87,426 shares; 2025Q1: 99,537 shares; 2025Q2: 110,217 shares; 2025Q3: 110,595 shares 110,595 $9.92M 0.01% +378 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,705 shares; 2024Q4: 26,983 shares; 2025Q1: 28,358 shares; 2025Q2: 93,385 shares; 2025Q3: 165,596 shares 165,596 $9.89M 0.01% +72,211 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,580 shares; 2024Q4: 219,602 shares; 2025Q1: 275,892 shares; 2025Q2: 313,069 shares; 2025Q3: 387,225 shares 387,225 $9.88M 0.01% +74,156 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,960 shares; 2024Q4: 86,359 shares; 2025Q1: 82,590 shares; 2025Q2: 89,670 shares; 2025Q3: 88,822 shares 88,822 $9.86M 0.01% -848 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 16,376 shares; 2025Q1: 17,683 shares; 2025Q2: 20,825 shares; 2025Q3: 16,038 shares 16,038 $9.77M 0.01% -4,787 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: 229,238 shares; 2024Q4: 212,111 shares; 2025Q1: 229,324 shares; 2025Q2: 124,448 shares; 2025Q3: 129,543 shares 129,543 $9.77M 0.01% +5,095 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,747 shares; 2024Q4: 15,677 shares; 2025Q1: 59,665 shares; 2025Q2: 168,836 shares; 2025Q3: 88,141 shares 88,141 $9.61M 0.01% -80,695 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,704 shares; 2024Q4: 149,682 shares; 2025Q1: 163,771 shares; 2025Q2: 190,340 shares; 2025Q3: 192,642 shares 192,642 $9.6M 0.01% +2,302 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,184 shares; 2025Q1: 93,013 shares; 2025Q2: 174,999 shares; 2025Q3: 192,311 shares 192,311 $9.58M 0.01% +17,312 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: 80,947 shares; 2024Q4: 83,128 shares; 2025Q1: 82,598 shares; 2025Q2: 92,718 shares; 2025Q3: 84,863 shares 84,863 $9.48M 0.01% -7,855 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,808 shares; 2024Q4: 22,472 shares; 2025Q1: 32,573 shares; 2025Q2: 35,316 shares; 2025Q3: 40,111 shares 40,111 $9.42M 0.01% +4,795 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,211 shares; 2024Q4: 241,117 shares; 2025Q1: 245,625 shares; 2025Q2: 324,421 shares; 2025Q3: 332,474 shares 332,474 $9.41M 0.01% +8,053 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,159 shares; 2024Q4: 83,916 shares; 2025Q1: 90,468 shares; 2025Q2: 72,003 shares; 2025Q3: 362,375 shares 362,375 $9.37M 0.01% +290,372 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,477 shares; 2024Q4: 47,315 shares; 2025Q1: 81,646 shares; 2025Q2: 91,382 shares; 2025Q3: 89,687 shares 89,687 $9.35M 0.01% -1,695 Timeline FDIS 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: 36,799 shares; 2024Q4: 78,339 shares; 2025Q1: 64,977 shares; 2025Q2: 41,619 shares; 2025Q3: 90,331 shares 90,331 $9.29M 0.01% +48,712 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: 29,525 shares; 2024Q4: 32,802 shares; 2025Q1: 36,709 shares; 2025Q2: 108,714 shares; 2025Q3: 114,979 shares 114,979 $9.27M 0.01% +6,265 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,485 shares; 2024Q4: 335,656 shares; 2025Q1: 335,176 shares; 2025Q2: 350,661 shares; 2025Q3: 393,699 shares 393,699 $9.24M 0.01% +43,038 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,655 shares; 2024Q4: 256,624 shares; 2025Q1: 256,826 shares; 2025Q2: 277,197 shares; 2025Q3: 294,593 shares 294,593 $9.21M 0.01% +17,396 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,782 shares; 2024Q4: 234,991 shares; 2025Q1: 305,658 shares; 2025Q2: 347,748 shares; 2025Q3: 390,755 shares 390,755 $9.17M 0.01% +43,007 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,232 shares; 2024Q4: 414,612 shares; 2025Q1: 438,363 shares; 2025Q2: 469,248 shares; 2025Q3: 468,589 shares 468,589 $9.17M 0.01% -659 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,749 shares; 2024Q4: 164,162 shares; 2025Q1: 134,018 shares; 2025Q2: 123,436 shares; 2025Q3: 129,201 shares 129,201 $9.15M 0.01% +5,765 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,012 shares; 2024Q4: 28,365 shares; 2025Q1: 28,518 shares; 2025Q2: 28,844 shares; 2025Q3: 32,195 shares 32,195 $9.09M 0.01% +3,351 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: 82,875 shares; 2024Q4: 82,202 shares; 2025Q1: 82,757 shares; 2025Q2: 68,253 shares; 2025Q3: 66,848 shares 66,848 $9.07M 0.01% -1,405 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: 4,715 shares; 2024Q4: 5,186 shares; 2025Q1: 5,712 shares; 2025Q2: 5,798 shares; 2025Q3: 6,877 shares 6,877 $9.06M 0.01% +1,079 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: 201,410 shares; 2024Q4: 208,883 shares; 2025Q1: 113,937 shares; 2025Q2: 141,448 shares; 2025Q3: 155,440 shares 155,440 $9.05M 0.01% +13,992 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: 46,846 shares; 2024Q4: 47,147 shares; 2025Q1: 46,091 shares; 2025Q2: 46,273 shares; 2025Q3: 46,647 shares 46,647 $8.97M 0.01% +374 Timeline PSC 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: 3,827 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 20,417 shares; 2025Q3: 157,394 shares 157,394 $8.97M 0.01% +136,977 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: 40,294 shares; 2024Q4: 41,569 shares; 2025Q1: 52,308 shares; 2025Q2: 59,621 shares; 2025Q3: 68,934 shares 68,934 $8.96M 0.01% +9,313 Timeline PXF 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: 152,088 shares; 2024Q4: 153,553 shares; 2025Q1: 152,920 shares; 2025Q2: 146,563 shares; 2025Q3: 145,784 shares 145,784 $8.92M 0.01% -779 Timeline XLF 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: 57,389 shares; 2024Q4: 63,785 shares; 2025Q1: 60,388 shares; 2025Q2: 66,302 shares; 2025Q3: 162,794 shares 162,794 $8.77M 0.01% +96,492 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: not reported; 2025Q1: 700 shares; 2025Q2: 6,735 shares; 2025Q3: 275,578 shares 275,578 $8.75M 0.01% +268,843 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,063 shares; 2025Q3: 219,495 shares 219,495 $8.74M 0.01% +147,432 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,398 shares; 2024Q4: 112,804 shares; 2025Q1: 116,977 shares; 2025Q2: 204,523 shares; 2025Q3: 201,735 shares 201,735 $8.71M 0.01% -2,788 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,977 shares; 2024Q4: 375,306 shares; 2025Q1: 375,577 shares; 2025Q2: 413,196 shares; 2025Q3: 422,220 shares 422,220 $8.7M 0.01% +9,024 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,007 shares; 2024Q4: 37,404 shares; 2025Q1: 47,748 shares; 2025Q2: 56,553 shares; 2025Q3: 69,271 shares 69,271 $8.69M 0.01% +12,718 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,109 shares; 2024Q4: 35,942 shares; 2025Q1: 49,803 shares; 2025Q2: 54,298 shares; 2025Q3: 61,384 shares 61,384 $8.69M 0.01% +7,086 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: 24,331 shares; 2024Q4: 25,478 shares; 2025Q1: 24,612 shares; 2025Q2: 26,037 shares; 2025Q3: 31,030 shares 31,030 $8.66M 0.01% +4,993 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 1,134 shares; 2025Q1: 106,764 shares; 2025Q2: 139,426 shares; 2025Q3: 12,056 shares 12,056 $8.66M 0.01% -127,370 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,067 shares; 2024Q4: 381,419 shares; 2025Q1: 362,372 shares; 2025Q2: 363,145 shares; 2025Q3: 275,391 shares 275,391 $8.65M 0.01% -87,754 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,418 shares; 2024Q4: 929,042 shares; 2025Q1: 714,670 shares; 2025Q2: 764,289 shares; 2025Q3: 220,612 shares 220,612 $8.65M 0.01% -543,677 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: 11,769 shares; 2024Q4: 7,566 shares; 2025Q1: 7,702 shares; 2025Q2: 129,940 shares; 2025Q3: 139,075 shares 139,075 $8.61M 0.01% +9,135 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,231 shares; 2024Q4: 23,521 shares; 2025Q1: 28,309 shares; 2025Q2: 65,199 shares; 2025Q3: 64,974 shares 64,974 $8.61M 0.01% -225 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: 36,850 shares; 2024Q4: 33,603 shares; 2025Q1: 34,445 shares; 2025Q2: 35,735 shares; 2025Q3: 37,464 shares 37,464 $8.6M 0.01% +1,729 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 2,099 shares; 2025Q1: 2,469 shares; 2025Q2: 3,185 shares; 2025Q3: 31,601 shares 31,601 $8.6M 0.01% +28,416 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: 153,981 shares; 2024Q4: 153,717 shares; 2025Q1: 224,217 shares; 2025Q2: 131,076 shares; 2025Q3: 128,194 shares 128,194 $8.57M 0.01% -2,882 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: 65,154 shares; 2024Q4: 69,247 shares; 2025Q1: 114,705 shares; 2025Q2: 142,841 shares; 2025Q3: 98,652 shares 98,652 $8.56M 0.01% -44,189 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: 36,851 shares; 2024Q4: 39,368 shares; 2025Q1: 43,318 shares; 2025Q2: 160,747 shares; 2025Q3: 167,740 shares 167,740 $8.53M 0.01% +6,993 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 18,601 shares; 2025Q1: 328,486 shares; 2025Q2: 68,982 shares; 2025Q3: 69,783 shares 69,783 $8.47M 0.01% +801 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,581 shares; 2024Q4: 40,675 shares; 2025Q1: 40,385 shares; 2025Q2: 40,015 shares; 2025Q3: 41,997 shares 41,997 $8.44M 0.01% +1,982 Timeline EPS 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: 7,207 shares; 2024Q4: 11,350 shares; 2025Q1: 94,270 shares; 2025Q2: 109,748 shares; 2025Q3: 121,845 shares 121,845 $8.4M 0.01% +12,097 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 35,800 shares; 2025Q1: 58,236 shares; 2025Q2: 53,842 shares; 2025Q3: 61,710 shares 61,710 $8.37M 0.01% +7,868 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: 32,732 shares; 2024Q4: 32,029 shares; 2025Q1: 31,614 shares; 2025Q2: 38,316 shares; 2025Q3: 41,114 shares 41,114 $8.29M 0.01% +2,798 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,942 shares; 2024Q4: 65,889 shares; 2025Q1: 66,597 shares; 2025Q2: 66,544 shares; 2025Q3: 64,498 shares 64,498 $8.27M 0.01% -2,046 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,523 shares; 2024Q4: 245,366 shares; 2025Q1: 226,725 shares; 2025Q2: 230,148 shares; 2025Q3: 241,403 shares 241,403 $8.1M 0.01% +11,255 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,248 shares; 2024Q4: 116,841 shares; 2025Q1: 129,352 shares; 2025Q2: 90,120 shares; 2025Q3: 79,549 shares 79,549 $8.02M 0.01% -10,571 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: 18,314 shares; 2024Q4: 21,088 shares; 2025Q1: 80,309 shares; 2025Q2: 120,871 shares; 2025Q3: 129,761 shares 129,761 $8M 0.01% +8,890 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: 207,085 shares; 2024Q4: 213,102 shares; 2025Q1: 47,208 shares; 2025Q2: 43,609 shares; 2025Q3: 38,881 shares 38,881 $7.97M 0.01% -4,728 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,971 shares; 2024Q4: 72,242 shares; 2025Q1: 93,012 shares; 2025Q2: 87,074 shares; 2025Q3: 85,054 shares 85,054 $7.94M 0.01% -2,020 Timeline BAB 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: 113,587 shares; 2024Q4: 237,293 shares; 2025Q1: 266,173 shares; 2025Q2: 274,268 shares; 2025Q3: 289,718 shares 289,718 $7.91M 0.01% +15,450 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 7,649 shares; 2025Q1: 38,107 shares; 2025Q2: 30,947 shares; 2025Q3: 33,609 shares 33,609 $7.9M 0.01% +2,662 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,268 shares; 2024Q4: 78,171 shares; 2025Q1: 86,476 shares; 2025Q2: 84,345 shares; 2025Q3: 96,717 shares 96,717 $7.85M 0.01% +12,372 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: 28,166 shares; 2024Q4: 27,975 shares; 2025Q1: 27,976 shares; 2025Q2: 29,449 shares; 2025Q3: 26,027 shares 26,027 $7.82M 0.01% -3,422 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: 308,406 shares; 2024Q4: 268,193 shares; 2025Q1: 184,077 shares; 2025Q2: 172,339 shares; 2025Q3: 90,335 shares 90,335 $7.8M 0.01% -82,004 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: 381,646 shares; 2024Q4: 342,267 shares; 2025Q1: 213,953 shares; 2025Q2: 136,883 shares; 2025Q3: 129,191 shares 129,191 $7.79M 0.01% -7,692 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,498 shares; 2024Q4: 193,567 shares; 2025Q1: 230,518 shares; 2025Q2: 250,299 shares; 2025Q3: 324,415 shares 324,415 $7.74M 0.01% +74,116 Timeline URTH 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: 19,013 shares; 2024Q4: 18,924 shares; 2025Q1: 47,482 shares; 2025Q2: 37,659 shares; 2025Q3: 42,499 shares 42,499 $7.72M 0.01% +4,840 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: 120,842 shares; 2024Q4: 118,966 shares; 2025Q1: 135,223 shares; 2025Q2: 137,592 shares; 2025Q3: 149,665 shares 149,665 $7.67M 0.01% +12,073 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,242 shares; 2024Q4: 183,249 shares; 2025Q1: 195,032 shares; 2025Q2: 131,735 shares; 2025Q3: 113,958 shares 113,958 $7.64M 0.01% -17,777 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: 76,973 shares; 2024Q4: 79,204 shares; 2025Q1: 77,465 shares; 2025Q2: 79,266 shares; 2025Q3: 93,050 shares 93,050 $7.63M 0.01% +13,784 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: 98,382 shares; 2024Q4: 106,920 shares; 2025Q1: 115,248 shares; 2025Q2: 120,462 shares; 2025Q3: 121,415 shares 121,415 $7.56M 0.01% +953 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 67,635 shares; 2025Q1: 120,662 shares; 2025Q2: 131,640 shares; 2025Q3: 116,651 shares 116,651 $7.55M 0.01% -14,989 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,051 shares; 2024Q4: 121,600 shares; 2025Q1: 124,439 shares; 2025Q2: 131,652 shares; 2025Q3: 149,116 shares 149,116 $7.52M 0.01% +17,464 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: 36,356 shares; 2024Q4: 34,840 shares; 2025Q1: 38,489 shares; 2025Q2: 38,909 shares; 2025Q3: 39,036 shares 39,036 $7.52M 0.01% +127 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: 22,656 shares; 2024Q4: 39,773 shares; 2025Q1: 74,878 shares; 2025Q2: 187,758 shares; 2025Q3: 234,047 shares 234,047 $7.51M 0.01% +46,289 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,227 shares; 2024Q4: 21,588 shares; 2025Q1: 21,242 shares; 2025Q2: 24,401 shares; 2025Q3: 25,852 shares 25,852 $7.47M <0.01% +1,451 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: 125,062 shares; 2024Q4: 89,520 shares; 2025Q1: 82,174 shares; 2025Q2: 97,319 shares; 2025Q3: 111,253 shares 111,253 $7.46M <0.01% +13,934 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,947 shares; 2024Q4: 92,771 shares; 2025Q1: 110,140 shares; 2025Q2: 146,833 shares; 2025Q3: 143,150 shares 143,150 $7.45M <0.01% -3,683 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,747 shares; 2024Q4: 122,256 shares; 2025Q1: 119,556 shares; 2025Q2: 139,282 shares; 2025Q3: 159,508 shares 159,508 $7.44M <0.01% +20,226 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: 155,260 shares; 2024Q4: 155,746 shares; 2025Q1: 166,052 shares; 2025Q2: 164,783 shares; 2025Q3: 167,396 shares 167,396 $7.44M <0.01% +2,613 Timeline IBMQ 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: 138,561 shares; 2024Q4: 164,039 shares; 2025Q1: 164,348 shares; 2025Q2: 185,252 shares; 2025Q3: 289,818 shares 289,818 $7.43M <0.01% +104,566 Timeline FLIN 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: 41,664 shares; 2024Q4: 57,525 shares; 2025Q1: 128,646 shares; 2025Q2: 189,225 shares; 2025Q3: 198,566 shares 198,566 $7.4M <0.01% +9,341 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,588 shares; 2024Q4: 271,376 shares; 2025Q1: 268,783 shares; 2025Q2: 287,385 shares; 2025Q3: 285,963 shares 285,963 $7.34M <0.01% -1,422 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,210 shares; 2024Q4: 30,342 shares; 2025Q1: 30,406 shares; 2025Q2: 29,853 shares; 2025Q3: 29,799 shares 29,799 $7.32M <0.01% -54 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 2,017 shares; 2025Q3: 172,108 shares 172,108 $7.32M <0.01% +170,091 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 8,980 shares; 2025Q1: 52,074 shares; 2025Q2: 70,246 shares; 2025Q3: 85,589 shares 85,589 $7.28M <0.01% +15,343 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,030 shares; 2024Q4: 100,143 shares; 2025Q1: 99,369 shares; 2025Q2: 99,759 shares; 2025Q3: 100,462 shares 100,462 $7.28M <0.01% +703 Timeline ONEY 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: 53,628 shares; 2024Q4: 56,102 shares; 2025Q1: 59,251 shares; 2025Q2: 58,027 shares; 2025Q3: 64,070 shares 64,070 $7.25M <0.01% +6,043 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: 40,914 shares; 2024Q4: 49,864 shares; 2025Q1: 59,736 shares; 2025Q2: 85,735 shares; 2025Q3: 96,720 shares 96,720 $7.24M <0.01% +10,985 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,867 shares; 2024Q4: 69,140 shares; 2025Q1: 82,380 shares; 2025Q2: 133,765 shares; 2025Q3: 141,153 shares 141,153 $7.21M <0.01% +7,388 Timeline CGSD 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: 211,834 shares; 2024Q4: 216,379 shares; 2025Q1: 241,034 shares; 2025Q2: 251,030 shares; 2025Q3: 277,107 shares 277,107 $7.2M <0.01% +26,077 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,459 shares; 2025Q1: 68,853 shares; 2025Q2: 66,631 shares; 2025Q3: 61,618 shares 61,618 $7.2M <0.01% -5,013 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,942 shares; 2024Q4: 9,092 shares; 2025Q1: 12,089 shares; 2025Q2: 14,375 shares; 2025Q3: 17,000 shares 17,000 $7.05M <0.01% +2,625 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,561 shares; 2024Q4: 13,908 shares; 2025Q1: 14,677 shares; 2025Q2: 15,861 shares; 2025Q3: 22,237 shares 22,237 $6.95M <0.01% +6,376 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: 253,951 shares; 2024Q4: 271,175 shares; 2025Q1: 68,028 shares; 2025Q2: 59,218 shares; 2025Q3: 54,209 shares 54,209 $6.94M <0.01% -5,009 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: 4,106 shares; 2024Q4: 4,272 shares; 2025Q1: 5,437 shares; 2025Q2: 45,676 shares; 2025Q3: 67,885 shares 67,885 $6.92M <0.01% +22,209 Timeline ZROZ 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: 79,544 shares; 2024Q4: 84,574 shares; 2025Q1: 83,945 shares; 2025Q2: 88,274 shares; 2025Q3: 101,762 shares 101,762 $6.92M <0.01% +13,488 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: 276,106 shares; 2024Q4: 741,353 shares; 2025Q1: 119,897 shares; 2025Q2: 87,919 shares; 2025Q3: 120,961 shares 120,961 $6.9M <0.01% +33,042 Timeline AVIV 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: 77,621 shares; 2024Q4: 73,373 shares; 2025Q1: 67,003 shares; 2025Q2: 65,348 shares; 2025Q3: 102,259 shares 102,259 $6.9M <0.01% +36,911 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,785 shares; 2024Q4: 132,025 shares; 2025Q1: 154,594 shares; 2025Q2: 155,562 shares; 2025Q3: 158,532 shares 158,532 $6.86M <0.01% +2,970 Timeline XLC 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: 11,045 shares; 2024Q4: 11,684 shares; 2025Q1: 13,342 shares; 2025Q2: 17,792 shares; 2025Q3: 57,913 shares 57,913 $6.86M <0.01% +40,121 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,957 shares; 2024Q4: 79,793 shares; 2025Q1: 87,859 shares; 2025Q2: 96,226 shares; 2025Q3: 109,311 shares 109,311 $6.85M <0.01% +13,085 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,171 shares; 2024Q4: 22,099 shares; 2025Q1: 28,224 shares; 2025Q2: 19,607 shares; 2025Q3: 23,564 shares 23,564 $6.79M <0.01% +3,957 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: 103,509 shares; 2024Q4: 94,813 shares; 2025Q1: 87,423 shares; 2025Q2: 92,747 shares; 2025Q3: 110,400 shares 110,400 $6.71M <0.01% +17,653 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,359 shares; 2024Q4: 10,341 shares; 2025Q1: 9,008 shares; 2025Q2: 8,928 shares; 2025Q3: 8,639 shares 8,639 $6.67M <0.01% -289 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,680 shares; 2024Q4: 233,587 shares; 2025Q1: 237,351 shares; 2025Q2: 255,312 shares; 2025Q3: 249,072 shares 249,072 $6.67M <0.01% -6,240 IBMP 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: 147,501 shares; 2024Q4: 203,528 shares; 2025Q1: 218,329 shares; 2025Q2: 253,695 shares; 2025Q3: 259,461 shares 259,461 $6.61M <0.01% +5,766 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: 53,028 shares; 2024Q4: 53,081 shares; 2025Q1: 54,772 shares; 2025Q2: 60,230 shares; 2025Q3: 64,388 shares 64,388 $6.56M <0.01% +4,158 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: 102,953 shares; 2024Q4: 104,329 shares; 2025Q1: 98,497 shares; 2025Q2: 103,046 shares; 2025Q3: 104,599 shares 104,599 $6.53M <0.01% +1,553 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,821 shares; 2024Q4: 21,791 shares; 2025Q1: 22,247 shares; 2025Q2: 23,245 shares; 2025Q3: 23,769 shares 23,769 $6.48M <0.01% +524 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: 48,109 shares; 2024Q4: 49,303 shares; 2025Q1: 48,826 shares; 2025Q2: 56,059 shares; 2025Q3: 62,602 shares 62,602 $6.46M <0.01% +6,543 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,986 shares; 2024Q4: 51,612 shares; 2025Q1: 58,756 shares; 2025Q2: 53,688 shares; 2025Q3: 65,742 shares 65,742 $6.44M <0.01% +12,054 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: 27 shares; 2024Q4: 839 shares; 2025Q1: 4,533 shares; 2025Q2: 14,208 shares; 2025Q3: 93,353 shares 93,353 $6.44M <0.01% +79,145 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,582 shares; 2024Q4: 139,774 shares; 2025Q1: 143,739 shares; 2025Q2: 150,389 shares; 2025Q3: 153,697 shares 153,697 $6.43M <0.01% +3,308 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: 3,117 shares; 2024Q4: 4,768 shares; 2025Q1: 24,039 shares; 2025Q2: 25,205 shares; 2025Q3: 26,192 shares 26,192 $6.42M <0.01% +987 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,387 shares; 2024Q4: 86,147 shares; 2025Q1: 83,509 shares; 2025Q2: 81,628 shares; 2025Q3: 83,387 shares 83,387 $6.4M <0.01% +1,759 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,924 shares; 2024Q4: 145,076 shares; 2025Q1: 129,668 shares; 2025Q2: 137,223 shares; 2025Q3: 126,068 shares 126,068 $6.38M <0.01% -11,155 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,340 shares; 2024Q4: 27,063 shares; 2025Q1: 28,457 shares; 2025Q2: 29,706 shares; 2025Q3: 30,869 shares 30,869 $6.34M <0.01% +1,163 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 14,026 shares; 2025Q1: 27,588 shares; 2025Q2: 43,522 shares; 2025Q3: 47,402 shares 47,402 $6.32M <0.01% +3,880 Timeline RDIV 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: 230,096 shares; 2024Q4: 228,351 shares; 2025Q1: 188,840 shares; 2025Q2: 161,039 shares; 2025Q3: 121,087 shares 121,087 $6.31M <0.01% -39,952 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: 337,784 shares; 2024Q4: 366,912 shares; 2025Q1: 366,820 shares; 2025Q2: 405,800 shares; 2025Q3: 527,208 shares 527,208 $6.31M <0.01% +121,408 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,959 shares; 2024Q4: 25,518 shares; 2025Q1: 24,189 shares; 2025Q2: 23,424 shares; 2025Q3: 24,107 shares 24,107 $6.29M <0.01% +683 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: 21,735 shares; 2024Q4: 23,207 shares; 2025Q1: 21,694 shares; 2025Q2: 20,711 shares; 2025Q3: 17,498 shares 17,498 $6.24M <0.01% -3,213 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,686 shares; 2024Q4: 69,729 shares; 2025Q1: 81,405 shares; 2025Q2: 88,487 shares; 2025Q3: 97,229 shares 97,229 $6.24M <0.01% +8,742 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: 120,119 shares; 2024Q4: 156,846 shares; 2025Q1: 537,069 shares; 2025Q2: 147,072 shares; 2025Q3: 241,989 shares 241,989 $6.19M <0.01% +94,917 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,338 shares; 2024Q4: 204,191 shares; 2025Q1: 150,559 shares; 2025Q2: 148,252 shares; 2025Q3: 146,494 shares 146,494 $6.18M <0.01% -1,758 Timeline PKB 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: 37,249 shares; 2024Q4: 61,414 shares; 2025Q1: 58,243 shares; 2025Q2: 52,542 shares; 2025Q3: 64,467 shares 64,467 $6.16M <0.01% +11,925 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,540 shares; 2024Q4: 40,335 shares; 2025Q1: 35,511 shares; 2025Q2: 32,949 shares; 2025Q3: 32,776 shares 32,776 $6.15M <0.01% -173 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,049 shares; 2024Q4: 123,255 shares; 2025Q1: 118,225 shares; 2025Q2: 104,291 shares; 2025Q3: 102,082 shares 102,082 $6.13M <0.01% -2,209 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: 80,925 shares; 2024Q4: 82,500 shares; 2025Q1: 82,487 shares; 2025Q2: 83,008 shares; 2025Q3: 78,595 shares 78,595 $6.12M <0.01% -4,413 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,408 shares; 2024Q4: 58,542 shares; 2025Q1: 58,573 shares; 2025Q2: 56,331 shares; 2025Q3: 54,380 shares 54,380 $6.12M <0.01% -1,951 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198,361 shares 198,361 $6.11M <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 18,397 shares; 2025Q1: 19,119 shares; 2025Q2: 20,029 shares; 2025Q3: 34,322 shares 34,322 $6.11M <0.01% +14,293 Timeline VONG 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: 35,812 shares; 2024Q4: 37,209 shares; 2025Q1: 47,282 shares; 2025Q2: 44,616 shares; 2025Q3: 50,655 shares 50,655 $6.1M <0.01% +6,039 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: 9,109 shares; 2024Q4: 8,079 shares; 2025Q1: 13,045 shares; 2025Q2: 14,758 shares; 2025Q3: 14,279 shares 14,279 $6.09M <0.01% -479 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,741 shares; 2024Q4: 23,252 shares; 2025Q1: 17,950 shares; 2025Q2: 17,166 shares; 2025Q3: 14,415 shares 14,415 $6.08M <0.01% -2,751 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: 81,637 shares; 2024Q4: 98,384 shares; 2025Q1: 86,487 shares; 2025Q2: 88,302 shares; 2025Q3: 256,482 shares 256,482 $6.08M <0.01% +168,180 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,718 shares; 2025Q1: 12,842 shares; 2025Q2: 12,699 shares; 2025Q3: 12,187 shares 12,187 $6.08M <0.01% -512 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: 50,475 shares; 2024Q4: 48,411 shares; 2025Q1: 49,006 shares; 2025Q2: 50,334 shares; 2025Q3: 48,609 shares 48,609 $6.04M <0.01% -1,725 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,231 shares; 2024Q4: 30,274 shares; 2025Q1: 31,681 shares; 2025Q2: 34,721 shares; 2025Q3: 37,591 shares 37,591 $6.04M <0.01% +2,870 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: 24,688 shares; 2024Q4: 25,908 shares; 2025Q1: 110,690 shares; 2025Q2: 230,572 shares; 2025Q3: 194,066 shares 194,066 $5.99M <0.01% -36,506 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,364 shares; 2024Q4: 94,879 shares; 2025Q1: 187,819 shares; 2025Q2: 232,043 shares; 2025Q3: 268,380 shares 268,380 $5.94M <0.01% +36,337 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: 78,064 shares; 2024Q4: 99,824 shares; 2025Q1: 96,722 shares; 2025Q2: 85,016 shares; 2025Q3: 85,003 shares 85,003 $5.9M <0.01% -13 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,933 shares; 2025Q1: 6,300 shares; 2025Q2: 7,735 shares; 2025Q3: 24,544 shares 24,544 $5.88M <0.01% +16,809 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: 103,836 shares; 2024Q4: 45,189 shares; 2025Q1: 43,853 shares; 2025Q2: 45,969 shares; 2025Q3: 202,555 shares 202,555 $5.85M <0.01% +156,586 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,068 shares; 2024Q4: 44,457 shares; 2025Q1: 45,198 shares; 2025Q2: 46,047 shares; 2025Q3: 46,015 shares 46,015 $5.83M <0.01% -32 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: 1,821 shares; 2024Q4: 144 shares; 2025Q1: 118 shares; 2025Q2: 35,080 shares; 2025Q3: 111,204 shares 111,204 $5.81M <0.01% +76,124 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,036 shares; 2024Q4: 24,695 shares; 2025Q1: 26,418 shares; 2025Q2: 26,054 shares; 2025Q3: 28,091 shares 28,091 $5.81M <0.01% +2,037 Timeline IQDG 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: 3,736 shares; 2024Q4: 3,977 shares; 2025Q1: 4,261 shares; 2025Q2: 94,114 shares; 2025Q3: 145,489 shares 145,489 $5.8M <0.01% +51,375 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,939 shares; 2024Q4: 72,759 shares; 2025Q1: 82,903 shares; 2025Q2: 69,335 shares; 2025Q3: 78,159 shares 78,159 $5.79M <0.01% +8,824 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: 174,201 shares; 2024Q4: 129,964 shares; 2025Q1: 141,491 shares; 2025Q2: 141,734 shares; 2025Q3: 157,752 shares 157,752 $5.79M <0.01% +16,018 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 11,422 shares; 2025Q1: 11,300 shares; 2025Q2: 10,764 shares; 2025Q3: 11,717 shares 11,717 $5.78M <0.01% +953 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: 62,505 shares; 2024Q4: 58,505 shares; 2025Q1: 64,012 shares; 2025Q2: 69,529 shares; 2025Q3: 64,715 shares 64,715 $5.72M <0.01% -4,814 Timeline PID 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: 227,635 shares; 2024Q4: 255,149 shares; 2025Q1: 253,666 shares; 2025Q2: 254,266 shares; 2025Q3: 268,068 shares 268,068 $5.7M <0.01% +13,802 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,471 shares; 2024Q4: 101,989 shares; 2025Q1: 124,267 shares; 2025Q2: 119,828 shares; 2025Q3: 113,042 shares 113,042 $5.7M <0.01% -6,786 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,153 shares; 2024Q4: 96,680 shares; 2025Q1: 95,964 shares; 2025Q2: 88,367 shares; 2025Q3: 86,342 shares 86,342 $5.66M <0.01% -2,025 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 602 shares; 2025Q1: 464 shares; 2025Q2: 4,754 shares; 2025Q3: 87,038 shares 87,038 $5.66M <0.01% +82,284 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,769 shares; 2024Q4: 421,769 shares; 2025Q1: 421,769 shares; 2025Q2: 421,769 shares; 2025Q3: 422,137 shares 422,137 $5.66M <0.01% +368 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,834 shares; 2025Q2: 148,330 shares; 2025Q3: 152,046 shares 152,046 $5.65M <0.01% +3,716 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 24,187 shares; 2025Q1: 29,948 shares; 2025Q2: 49,910 shares; 2025Q3: 44,863 shares 44,863 $5.65M <0.01% -5,047 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,936 shares; 2024Q4: 52,174 shares; 2025Q1: 57,431 shares; 2025Q2: 65,424 shares; 2025Q3: 76,421 shares 76,421 $5.58M <0.01% +10,997 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,522 shares; 2024Q4: 49,744 shares; 2025Q1: 50,253 shares; 2025Q2: 50,647 shares; 2025Q3: 48,643 shares 48,643 $5.57M <0.01% -2,004 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 13,060 shares; 2025Q1: 6,472 shares; 2025Q2: 6,738 shares; 2025Q3: 5,825 shares 5,825 $5.56M <0.01% -913 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 32,876 shares; 2025Q1: 41,663 shares; 2025Q2: 52,349 shares; 2025Q3: 54,392 shares 54,392 $5.53M <0.01% +2,043 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,136 shares; 2024Q4: 47,094 shares; 2025Q1: 37,799 shares; 2025Q2: 31,245 shares; 2025Q3: 45,171 shares 45,171 $5.5M <0.01% +13,926 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: 33,479 shares; 2024Q4: 49,467 shares; 2025Q1: 42,595 shares; 2025Q2: 66,130 shares; 2025Q3: 68,395 shares 68,395 $5.45M <0.01% +2,265 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,146 shares; 2024Q4: 23,536 shares; 2025Q1: 27,351 shares; 2025Q2: 30,078 shares; 2025Q3: 38,798 shares 38,798 $5.42M <0.01% +8,720 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: not reported; 2025Q2: 6,082 shares; 2025Q3: 179,220 shares 179,220 $5.4M <0.01% +173,138 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 9,317 shares; 2025Q1: 10,101 shares; 2025Q2: 78,218 shares; 2025Q3: 83,603 shares 83,603 $5.39M <0.01% +5,385 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: 93,998 shares; 2024Q4: 97,709 shares; 2025Q1: 104,874 shares; 2025Q2: 103,380 shares; 2025Q3: 95,189 shares 95,189 $5.37M <0.01% -8,191 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,700 shares; 2024Q4: 75,990 shares; 2025Q1: 74,891 shares; 2025Q2: 70,935 shares; 2025Q3: 68,160 shares 68,160 $5.34M <0.01% -2,775 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,729 shares; 2024Q4: 78,446 shares; 2025Q1: 90,854 shares; 2025Q2: 84,570 shares; 2025Q3: 123,487 shares 123,487 $5.33M <0.01% +38,917 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: 55,133 shares; 2024Q4: 62,882 shares; 2025Q1: 74,447 shares; 2025Q2: 110,166 shares; 2025Q3: 118,580 shares 118,580 $5.31M <0.01% +8,414 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,700 shares; 2024Q4: 174,224 shares; 2025Q1: 157,473 shares; 2025Q2: 184,355 shares; 2025Q3: 237,140 shares 237,140 $5.31M <0.01% +52,785 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,335 shares; 2024Q4: 159,178 shares; 2025Q1: 38,651 shares; 2025Q2: 43,013 shares; 2025Q3: 46,250 shares 46,250 $5.3M <0.01% +3,237 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: 8,542 shares; 2024Q4: 11,347 shares; 2025Q1: 10,935 shares; 2025Q2: 14,809 shares; 2025Q3: 22,330 shares 22,330 $5.27M <0.01% +7,521 Timeline CGW 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: 54,003 shares; 2024Q4: 55,671 shares; 2025Q1: 64,393 shares; 2025Q2: 72,704 shares; 2025Q3: 82,055 shares 82,055 $5.27M <0.01% +9,351 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 26,885 shares; 2025Q1: 32,143 shares; 2025Q2: 101,390 shares; 2025Q3: 115,677 shares 115,677 $5.26M <0.01% +14,287 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: 16,721 shares; 2024Q4: 16,722 shares; 2025Q1: 16,124 shares; 2025Q2: 14,920 shares; 2025Q3: 15,039 shares 15,039 $5.26M <0.01% +119 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,314 shares; 2024Q4: 142,891 shares; 2025Q1: 170,101 shares; 2025Q2: 169,110 shares; 2025Q3: 247,578 shares 247,578 $5.25M <0.01% +78,468 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 13,909 shares; 2025Q1: 13,762 shares; 2025Q2: 15,876 shares; 2025Q3: 17,072 shares 17,072 $5.25M <0.01% +1,196 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,649 shares; 2024Q4: 61,968 shares; 2025Q1: 38,717 shares; 2025Q2: 64,828 shares; 2025Q3: 104,363 shares 104,363 $5.24M <0.01% +39,535 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: 11,237 shares; 2024Q4: 9,754 shares; 2025Q1: 11,543 shares; 2025Q2: 6,451 shares; 2025Q3: 39,091 shares 39,091 $5.17M <0.01% +32,640 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,640 shares; 2024Q4: 99,865 shares; 2025Q1: 50,759 shares; 2025Q2: 79,890 shares; 2025Q3: 85,911 shares 85,911 $5.16M <0.01% +6,021 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,197 shares; 2024Q4: 121,292 shares; 2025Q1: 117,864 shares; 2025Q2: 126,495 shares; 2025Q3: 117,204 shares 117,204 $5.16M <0.01% -9,291 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,804 shares; 2025Q1: 55,122 shares; 2025Q2: 71,963 shares; 2025Q3: 107,514 shares 107,514 $5.15M <0.01% +35,551 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,306 shares; 2024Q4: 35,248 shares; 2025Q1: 35,467 shares; 2025Q2: 36,003 shares; 2025Q3: 37,854 shares 37,854 $5.15M <0.01% +1,851 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,855 shares; 2024Q4: 9,841 shares; 2025Q1: 14,326 shares; 2025Q2: 96,506 shares; 2025Q3: 98,416 shares 98,416 $5.14M <0.01% +1,910 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,570 shares; 2024Q4: 125,181 shares; 2025Q1: 207,953 shares; 2025Q2: 110,244 shares; 2025Q3: 126,372 shares 126,372 $5.1M <0.01% +16,128 Timeline VNQI 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: 71,572 shares; 2024Q4: 64,745 shares; 2025Q1: 59,855 shares; 2025Q2: 102,713 shares; 2025Q3: 105,114 shares 105,114 $5.02M <0.01% +2,401 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,682 shares; 2024Q4: 13,073 shares; 2025Q1: 12,828 shares; 2025Q2: 14,779 shares; 2025Q3: 14,278 shares 14,278 $5.02M <0.01% -501 Timeline TBIL 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: 105,527 shares; 2024Q4: 81,984 shares; 2025Q1: 121,771 shares; 2025Q2: 124,228 shares; 2025Q3: 100,107 shares 100,107 $5.01M <0.01% -24,121 Timeline QLC 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: not reported; 2024Q4: not reported; 2025Q1: 39,738 shares; 2025Q2: 60,461 shares; 2025Q3: 64,170 shares 64,170 $5M <0.01% +3,709 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: 64,043 shares; 2024Q4: 55,892 shares; 2025Q1: 56,125 shares; 2025Q2: 61,779 shares; 2025Q3: 59,214 shares 59,214 $4.98M <0.01% -2,565 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,146 shares; 2025Q1: 9,028 shares; 2025Q2: 9,784 shares; 2025Q3: 9,968 shares 9,968 $4.97M <0.01% +184 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: 126,994 shares; 2024Q4: 126,620 shares; 2025Q1: 133,045 shares; 2025Q2: 75,839 shares; 2025Q3: 81,283 shares 81,283 $4.96M <0.01% +5,444 Timeline INDS 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: 240,046 shares; 2024Q4: 233,931 shares; 2025Q1: 210,070 shares; 2025Q2: 177,285 shares; 2025Q3: 132,798 shares 132,798 $4.94M <0.01% -44,487 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,183 shares; 2024Q4: 15,290 shares; 2025Q1: 14,991 shares; 2025Q2: 50,345 shares; 2025Q3: 55,351 shares 55,351 $4.93M <0.01% +5,006 Timeline VLU 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: 25,912 shares; 2024Q4: 26,779 shares; 2025Q1: 26,566 shares; 2025Q2: 25,614 shares; 2025Q3: 24,137 shares 24,137 $4.93M <0.01% -1,477 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,643 shares; 2024Q4: 209,642 shares; 2025Q1: 211,491 shares; 2025Q2: 196,915 shares; 2025Q3: 235,345 shares 235,345 $4.93M <0.01% +38,430 Timeline PSCT 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: 17,320 shares; 2024Q4: 71,398 shares; 2025Q1: 18,768 shares; 2025Q2: 33,659 shares; 2025Q3: 92,585 shares 92,585 $4.91M <0.01% +58,926 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,269 shares; 2024Q4: 20,564 shares; 2025Q1: 89,037 shares; 2025Q2: 51,393 shares; 2025Q3: 58,071 shares 58,071 $4.9M <0.01% +6,678 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,607 shares; 2024Q4: 75,116 shares; 2025Q1: 23,665 shares; 2025Q2: 20,673 shares; 2025Q3: 21,369 shares 21,369 $4.87M <0.01% +696 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,837 shares; 2024Q4: 84,871 shares; 2025Q1: 76,795 shares; 2025Q2: 81,746 shares; 2025Q3: 76,026 shares 76,026 $4.83M <0.01% -5,720 Timeline DFAR 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 shares; 2024Q4: 76,101 shares; 2025Q1: 98,812 shares; 2025Q2: 189,278 shares; 2025Q3: 201,722 shares 201,722 $4.81M <0.01% +12,444 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: 39,623 shares; 2024Q4: 42,419 shares; 2025Q1: 44,085 shares; 2025Q2: 43,637 shares; 2025Q3: 43,575 shares 43,575 $4.79M <0.01% -62 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,697 shares; 2024Q4: 90,946 shares; 2025Q1: 82,624 shares; 2025Q2: 85,158 shares; 2025Q3: 83,826 shares 83,826 $4.77M <0.01% -1,332 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,859 shares; 2024Q4: 16,126 shares; 2025Q1: 20,340 shares; 2025Q2: 21,168 shares; 2025Q3: 25,373 shares 25,373 $4.75M <0.01% +4,205 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: 71,792 shares; 2024Q4: 102,769 shares; 2025Q1: 114,368 shares; 2025Q2: 108,277 shares; 2025Q3: 106,147 shares 106,147 $4.74M <0.01% -2,130 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: 43,975 shares; 2024Q4: 48,215 shares; 2025Q1: 48,956 shares; 2025Q2: 51,417 shares; 2025Q3: 48,186 shares 48,186 $4.74M <0.01% -3,231 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: 20,946 shares; 2024Q4: 23,323 shares; 2025Q1: 30,267 shares; 2025Q2: 40,110 shares; 2025Q3: 42,708 shares 42,708 $4.74M <0.01% +2,598 Timeline HYMB 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: 82,328 shares; 2024Q4: 171,416 shares; 2025Q1: 91,970 shares; 2025Q2: 162,305 shares; 2025Q3: 189,195 shares 189,195 $4.72M <0.01% +26,890 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: 49,917 shares; 2024Q4: 50,780 shares; 2025Q1: 63,511 shares; 2025Q2: 59,218 shares; 2025Q3: 66,278 shares 66,278 $4.7M <0.01% +7,060 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,147 shares; 2024Q4: 20,935 shares; 2025Q1: 8,349 shares; 2025Q2: 10,296 shares; 2025Q3: 10,271 shares 10,271 $4.7M <0.01% -25 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 865 shares; 2025Q1: 833 shares; 2025Q2: 853 shares; 2025Q3: 869 shares 869 $4.69M <0.01% +16 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: 191,573 shares; 2024Q4: 209,061 shares; 2025Q1: 89,556 shares; 2025Q2: 89,492 shares; 2025Q3: 55,234 shares 55,234 $4.66M <0.01% -34,258 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,293 shares; 2024Q4: 17,427 shares; 2025Q1: 17,553 shares; 2025Q2: 15,622 shares; 2025Q3: 73,240 shares 73,240 $4.64M <0.01% +57,618 Timeline MDYV 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: 54,126 shares; 2024Q4: 55,950 shares; 2025Q1: 55,250 shares; 2025Q2: 53,576 shares; 2025Q3: 55,511 shares 55,511 $4.63M <0.01% +1,935 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: not reported; 2025Q1: not reported; 2025Q2: 26,561 shares; 2025Q3: 70,121 shares 70,121 $4.6M <0.01% +43,560 Timeline JMHI 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: 11,332 shares; 2024Q4: 42,469 shares; 2025Q1: 103,597 shares; 2025Q2: 126,726 shares; 2025Q3: 90,901 shares 90,901 $4.59M <0.01% -35,825 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,088 shares; 2024Q4: 58,267 shares; 2025Q1: 55,972 shares; 2025Q2: 59,964 shares; 2025Q3: 57,198 shares 57,198 $4.57M <0.01% -2,766 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 171,657 shares; 2025Q1: 188,273 shares; 2025Q2: 198,068 shares; 2025Q3: 212,803 shares 212,803 $4.57M <0.01% +14,735 Timeline ONEV 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: 29,793 shares; 2024Q4: 30,544 shares; 2025Q1: 31,506 shares; 2025Q2: 33,676 shares; 2025Q3: 34,058 shares 34,058 $4.53M <0.01% +382 Timeline DISV 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: 15,381 shares; 2024Q4: 37,034 shares; 2025Q1: 96,733 shares; 2025Q2: 121,455 shares; 2025Q3: 126,993 shares 126,993 $4.53M <0.01% +5,538 Timeline DIV 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: 30,491 shares; 2024Q4: 30,133 shares; 2025Q1: 42,189 shares; 2025Q2: 264,502 shares; 2025Q3: 254,930 shares 254,930 $4.51M <0.01% -9,572 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 176,104 shares; 2025Q1: 193,307 shares; 2025Q2: 202,047 shares; 2025Q3: 214,497 shares 214,497 $4.48M <0.01% +12,450 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: 37,973 shares; 2024Q4: 49,734 shares; 2025Q1: 57,598 shares; 2025Q2: 65,233 shares; 2025Q3: 70,624 shares 70,624 $4.47M <0.01% +5,391 Timeline IAT 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: 192,256 shares; 2024Q4: 113,815 shares; 2025Q1: 85,181 shares; 2025Q2: 81,688 shares; 2025Q3: 84,819 shares 84,819 $4.46M <0.01% +3,131 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,665 shares; 2024Q4: 34,397 shares; 2025Q1: 41,175 shares; 2025Q2: 49,672 shares; 2025Q3: 55,669 shares 55,669 $4.45M <0.01% +5,997 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,468 shares; 2024Q4: 278,669 shares; 2025Q1: 218,033 shares; 2025Q2: 209,277 shares; 2025Q3: 213,915 shares 213,915 $4.43M <0.01% +4,638 DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,935 shares; 2024Q4: 33,369 shares; 2025Q1: 30,692 shares; 2025Q2: 35,435 shares; 2025Q3: 35,007 shares 35,007 $4.41M <0.01% -428 Timeline IBTJ 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: 132,318 shares; 2024Q4: 145,025 shares; 2025Q1: 137,243 shares; 2025Q2: 144,344 shares; 2025Q3: 200,624 shares 200,624 $4.4M <0.01% +56,280 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,990 shares; 2024Q4: 34,882 shares; 2025Q1: 36,979 shares; 2025Q2: 38,570 shares; 2025Q3: 42,359 shares 42,359 $4.39M <0.01% +3,789 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,728 shares; 2024Q4: 145,147 shares; 2025Q1: 144,919 shares; 2025Q2: 99,173 shares; 2025Q3: 104,490 shares 104,490 $4.39M <0.01% +5,317 Timeline XLI 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: 6,954 shares; 2024Q4: 11,309 shares; 2025Q1: 11,995 shares; 2025Q2: 12,488 shares; 2025Q3: 28,379 shares 28,379 $4.38M <0.01% +15,891 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: 50,581 shares; 2024Q4: 50,875 shares; 2025Q1: 59,102 shares; 2025Q2: 55,248 shares; 2025Q3: 52,337 shares 52,337 $4.37M <0.01% -2,911 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,257 shares; 2024Q4: 218,594 shares; 2025Q1: 257,618 shares; 2025Q2: 236,613 shares; 2025Q3: 254,105 shares 254,105 $4.36M <0.01% +17,492 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,948 shares; 2024Q4: 50,153 shares; 2025Q1: 94,799 shares; 2025Q2: 46,002 shares; 2025Q3: 56,008 shares 56,008 $4.36M <0.01% +10,006 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,419 shares; 2024Q4: 81,850 shares; 2025Q1: 80,944 shares; 2025Q2: 85,061 shares; 2025Q3: 73,389 shares 73,389 $4.35M <0.01% -11,672 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: 17,339 shares; 2024Q4: 78,109 shares; 2025Q1: 142,036 shares; 2025Q2: 139,144 shares; 2025Q3: 147,782 shares 147,782 $4.33M <0.01% +8,638 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,314 shares; 2024Q4: 12,579 shares; 2025Q1: 13,165 shares; 2025Q2: 33,968 shares; 2025Q3: 16,087 shares 16,087 $4.3M <0.01% -17,881 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: 62,143 shares; 2024Q4: 61,701 shares; 2025Q1: 55,953 shares; 2025Q2: 56,260 shares; 2025Q3: 52,168 shares 52,168 $4.3M <0.01% -4,092 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 174,831 shares; 2025Q1: 191,542 shares; 2025Q2: 194,085 shares; 2025Q3: 204,247 shares 204,247 $4.29M <0.01% +10,162 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: 173,430 shares; 2024Q4: 27,155 shares; 2025Q1: 130,987 shares; 2025Q2: 137,007 shares; 2025Q3: 158,844 shares 158,844 $4.28M <0.01% +21,837 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,389 shares; 2024Q4: 37,598 shares; 2025Q1: 38,019 shares; 2025Q2: 39,641 shares; 2025Q3: 40,769 shares 40,769 $4.27M <0.01% +1,128 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 8,914 shares; 2025Q1: 8,595 shares; 2025Q2: 8,777 shares; 2025Q3: 8,671 shares 8,671 $4.26M <0.01% -106 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,445 shares; 2024Q4: 114,236 shares; 2025Q1: 109,802 shares; 2025Q2: 114,077 shares; 2025Q3: 120,372 shares 120,372 $4.24M <0.01% +6,295 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: 37,861 shares; 2024Q4: 32,153 shares; 2025Q1: 32,357 shares; 2025Q2: 34,954 shares; 2025Q3: 24,917 shares 24,917 $4.22M <0.01% -10,037 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: 89,145 shares; 2024Q4: 105,322 shares; 2025Q1: 122,384 shares; 2025Q2: 146,993 shares; 2025Q3: 170,265 shares 170,265 $4.21M <0.01% +23,272 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,043 shares; 2025Q1: 5,667 shares; 2025Q2: 6,697 shares; 2025Q3: 7,361 shares 7,361 $4.18M <0.01% +664 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: 112,495 shares; 2024Q4: 102,477 shares; 2025Q1: 157,914 shares; 2025Q2: 115,951 shares; 2025Q3: 121,000 shares 121,000 $4.16M <0.01% +5,049 Timeline NANR 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: 34,276 shares; 2024Q4: 37,972 shares; 2025Q1: 49,454 shares; 2025Q2: 60,390 shares; 2025Q3: 64,230 shares 64,230 $4.15M <0.01% +3,840 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,926 shares; 2024Q4: 31,110 shares; 2025Q1: 32,345 shares; 2025Q2: 48,252 shares; 2025Q3: 46,111 shares 46,111 $4.12M <0.01% -2,141 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 30,036 shares; 2025Q1: 37,898 shares; 2025Q2: 49,235 shares; 2025Q3: 55,296 shares 55,296 $4.12M <0.01% +6,061 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,923 shares; 2024Q4: 74,774 shares; 2025Q1: 97,880 shares; 2025Q2: 113,584 shares; 2025Q3: 128,437 shares 128,437 $4.1M <0.01% +14,853 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: 31,337 shares; 2024Q4: 32,911 shares; 2025Q1: 34,024 shares; 2025Q2: 35,032 shares; 2025Q3: 36,499 shares 36,499 $4.1M <0.01% +1,467 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: 955,843 shares; 2024Q4: 957,808 shares; 2025Q1: 217,275 shares; 2025Q2: 120,494 shares; 2025Q3: 103,952 shares 103,952 $4.08M <0.01% -16,542 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: 41,927 shares; 2024Q4: 37,731 shares; 2025Q1: 39,436 shares; 2025Q2: 80,846 shares; 2025Q3: 82,659 shares 82,659 $4.05M <0.01% +1,813 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: 101,160 shares; 2024Q4: 93,414 shares; 2025Q1: 102,893 shares; 2025Q2: 120,663 shares; 2025Q3: 116,680 shares 116,680 $4.02M <0.01% -3,983 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: 20,622 shares; 2024Q4: 23,567 shares; 2025Q1: 23,645 shares; 2025Q2: 24,976 shares; 2025Q3: 23,173 shares 23,173 $4.01M <0.01% -1,803 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: 14,439 shares; 2024Q4: 14,007 shares; 2025Q1: 13,241 shares; 2025Q2: 16,699 shares; 2025Q3: 15,358 shares 15,358 $4M <0.01% -1,341 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: 32,872 shares; 2024Q4: 32,548 shares; 2025Q1: 51,904 shares; 2025Q2: 34,209 shares; 2025Q3: 50,811 shares 50,811 $3.99M <0.01% +16,602 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,041 shares; 2024Q4: 29,250 shares; 2025Q1: 79,565 shares; 2025Q2: 103,061 shares; 2025Q3: 96,373 shares 96,373 $3.98M <0.01% -6,688 Timeline IHF 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: 72,084 shares; 2024Q4: 61,845 shares; 2025Q1: 55,590 shares; 2025Q2: 54,171 shares; 2025Q3: 79,568 shares 79,568 $3.93M <0.01% +25,397 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 74,753 shares 74,753 $3.92M <0.01% new Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,894 shares; 2024Q4: 78,894 shares; 2025Q1: 78,894 shares; 2025Q2: 78,894 shares; 2025Q3: 58,894 shares 58,894 $3.91M <0.01% -20,000 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,904 shares; 2024Q4: 29,432 shares; 2025Q1: 34,040 shares; 2025Q2: 36,368 shares; 2025Q3: 38,088 shares 38,088 $3.91M <0.01% +1,720 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: 26,602 shares; 2024Q4: 28,865 shares; 2025Q1: 35,191 shares; 2025Q2: 37,406 shares; 2025Q3: 42,739 shares 42,739 $3.91M <0.01% +5,333 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,344 shares; 2024Q4: 110,123 shares; 2025Q1: 122,347 shares; 2025Q2: 119,615 shares; 2025Q3: 310,980 shares 310,980 $3.91M <0.01% +191,365 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,252 shares; 2024Q4: 23,479 shares; 2025Q1: 23,555 shares; 2025Q2: 23,382 shares; 2025Q3: 21,821 shares 21,821 $3.9M <0.01% -1,561 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,830 shares; 2024Q4: 40,591 shares; 2025Q1: 108,153 shares; 2025Q2: 87,473 shares; 2025Q3: 96,012 shares 96,012 $3.9M <0.01% +8,539 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: not reported; 2024Q4: not reported; 2025Q1: 55,731 shares; 2025Q2: 116,354 shares; 2025Q3: 147,522 shares 147,522 $3.89M <0.01% +31,168 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 3,096 shares; 2025Q1: 66,993 shares; 2025Q2: 79,977 shares; 2025Q3: 85,734 shares 85,734 $3.88M <0.01% +5,757 Timeline BBEU 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: 10,420 shares; 2024Q4: 10,684 shares; 2025Q1: 11,339 shares; 2025Q2: 51,666 shares; 2025Q3: 55,534 shares 55,534 $3.87M <0.01% +3,868 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 3,765 shares; 2025Q1: 3,793 shares; 2025Q2: 7,223 shares; 2025Q3: 43,152 shares 43,152 $3.86M <0.01% +35,929 Timeline XLU 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: 7,346 shares; 2024Q4: 11,541 shares; 2025Q1: 12,079 shares; 2025Q2: 17,863 shares; 2025Q3: 44,239 shares 44,239 $3.86M <0.01% +26,376 Timeline JVAL 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: 80,950 shares; 2024Q4: 73,705 shares; 2025Q1: 74,046 shares; 2025Q2: 76,784 shares; 2025Q3: 80,932 shares 80,932 $3.84M <0.01% +4,148 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: 37,760 shares; 2024Q4: 38,440 shares; 2025Q1: 36,547 shares; 2025Q2: 28,742 shares; 2025Q3: 26,478 shares 26,478 $3.82M <0.01% -2,264 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: 49,576 shares; 2024Q4: 46,842 shares; 2025Q1: 51,180 shares; 2025Q2: 50,321 shares; 2025Q3: 47,458 shares 47,458 $3.81M <0.01% -2,863 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,136 shares; 2024Q4: 320,554 shares; 2025Q1: 324,119 shares; 2025Q2: 328,514 shares; 2025Q3: 167,575 shares 167,575 $3.78M <0.01% -160,939 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,282 shares; 2024Q4: 44,064 shares; 2025Q1: 26,952 shares; 2025Q2: 27,716 shares; 2025Q3: 26,298 shares 26,298 $3.76M <0.01% -1,418 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,301 shares; 2024Q4: 85,494 shares; 2025Q1: 79,347 shares; 2025Q2: 78,407 shares; 2025Q3: 80,811 shares 80,811 $3.75M <0.01% +2,404 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,951 shares; 2024Q4: 64,364 shares; 2025Q1: 303,250 shares; 2025Q2: 325,484 shares; 2025Q3: 82,141 shares 82,141 $3.72M <0.01% -243,343 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,602 shares; 2024Q4: 22,357 shares; 2025Q1: 22,357 shares; 2025Q2: 22,357 shares; 2025Q3: 342,357 shares 342,357 $3.71M <0.01% +320,000 Timeline RFG 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: 29,114 shares; 2024Q4: 31,470 shares; 2025Q1: 43,926 shares; 2025Q2: 61,005 shares; 2025Q3: 71,973 shares 71,973 $3.67M <0.01% +10,968 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,857 shares; 2024Q4: 198,033 shares; 2025Q1: 198,072 shares; 2025Q2: 137,031 shares; 2025Q3: 79,591 shares 79,591 $3.67M <0.01% -57,440 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,820 shares; 2024Q4: 167,374 shares; 2025Q1: 132,175 shares; 2025Q2: 144,422 shares; 2025Q3: 162,546 shares 162,546 $3.65M <0.01% +18,124 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,365 shares; 2024Q4: 29,936 shares; 2025Q1: 39,599 shares; 2025Q2: 45,664 shares; 2025Q3: 50,272 shares 50,272 $3.63M <0.01% +4,608 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 10,538 shares; 2025Q1: 9,840 shares; 2025Q2: 10,770 shares; 2025Q3: 14,763 shares 14,763 $3.63M <0.01% +3,993 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 12,556 shares; 2025Q1: 17,144 shares; 2025Q2: 27,939 shares; 2025Q3: 30,248 shares 30,248 $3.61M <0.01% +2,309 Timeline COPX 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: 743,877 shares; 2024Q4: 707,254 shares; 2025Q1: 52,306 shares; 2025Q2: 57,407 shares; 2025Q3: 60,306 shares 60,306 $3.61M <0.01% +2,899 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: 351,306 shares; 2024Q4: 190,239 shares; 2025Q1: 137,510 shares; 2025Q2: 167,516 shares; 2025Q3: 136,102 shares 136,102 $3.6M <0.01% -31,414 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: 316,103 shares; 2024Q4: 319,733 shares; 2025Q1: 209,619 shares; 2025Q2: 62,497 shares; 2025Q3: 62,732 shares 62,732 $3.58M <0.01% +235 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: 40,295 shares; 2024Q4: 33,197 shares; 2025Q1: 32,351 shares; 2025Q2: 39,435 shares; 2025Q3: 40,533 shares 40,533 $3.56M <0.01% +1,098 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,649 shares; 2024Q4: 44,021 shares; 2025Q1: 44,962 shares; 2025Q2: 44,296 shares; 2025Q3: 44,014 shares 44,014 $3.55M <0.01% -282 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: 71,306 shares; 2024Q4: 68,370 shares; 2025Q1: 64,883 shares; 2025Q2: 62,754 shares; 2025Q3: 62,203 shares 62,203 $3.53M <0.01% -551 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,893 shares; 2024Q4: 20,187 shares; 2025Q1: 32,430 shares; 2025Q2: 36,712 shares; 2025Q3: 38,496 shares 38,496 $3.53M <0.01% +1,784 Timeline JMSI 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: 61,409 shares; 2024Q4: 56,709 shares; 2025Q1: 61,887 shares; 2025Q2: 56,156 shares; 2025Q3: 70,124 shares 70,124 $3.52M <0.01% +13,968 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: 26,920 shares; 2024Q4: 32,654 shares; 2025Q1: 58,051 shares; 2025Q2: 33,524 shares; 2025Q3: 26,060 shares 26,060 $3.5M <0.01% -7,464 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,236 shares; 2025Q1: 14,693 shares; 2025Q2: 14,576 shares; 2025Q3: 11,275 shares 11,275 $3.49M <0.01% -3,301 Timeline IGSB 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: 77,649 shares; 2024Q4: 45,770 shares; 2025Q1: 48,719 shares; 2025Q2: 51,686 shares; 2025Q3: 65,757 shares 65,757 $3.49M <0.01% +14,071 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,440 shares; 2024Q4: 12,702 shares; 2025Q1: 12,162 shares; 2025Q2: 12,210 shares; 2025Q3: 12,836 shares 12,836 $3.47M <0.01% +626 Timeline XLE 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: 19,417 shares; 2024Q4: 24,392 shares; 2025Q1: 30,592 shares; 2025Q2: 29,877 shares; 2025Q3: 38,814 shares 38,814 $3.47M <0.01% +8,937 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: 20,651 shares; 2024Q4: 20,962 shares; 2025Q1: 19,016 shares; 2025Q2: 23,674 shares; 2025Q3: 38,077 shares 38,077 $3.46M <0.01% +14,403 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,338 shares; 2024Q4: 39,541 shares; 2025Q1: 20,273 shares; 2025Q2: 55,930 shares; 2025Q3: 54,148 shares 54,148 $3.44M <0.01% -1,782 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: 19,663 shares; 2024Q4: 19,798 shares; 2025Q1: 35,352 shares; 2025Q2: 24,127 shares; 2025Q3: 25,795 shares 25,795 $3.44M <0.01% +1,668 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: 39,462 shares; 2025Q1: 44,181 shares; 2025Q2: 53,096 shares; 2025Q3: 56,096 shares 56,096 $3.43M <0.01% +3,000 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,000 shares 270,000 $3.42M <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,598 shares; 2024Q4: 22,758 shares; 2025Q1: 23,390 shares; 2025Q2: 22,213 shares; 2025Q3: 22,426 shares 22,426 $3.41M <0.01% +213 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,788 shares; 2024Q4: 55,959 shares; 2025Q1: 141,924 shares; 2025Q2: 162,658 shares; 2025Q3: 174,882 shares 174,882 $3.4M <0.01% +12,224 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,679 shares; 2024Q4: 64,401 shares; 2025Q1: 59,441 shares; 2025Q2: 76,800 shares; 2025Q3: 97,044 shares 97,044 $3.39M <0.01% +20,244 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,321 shares; 2024Q4: 115,486 shares; 2025Q1: 130,605 shares; 2025Q2: 145,270 shares; 2025Q3: 164,702 shares 164,702 $3.39M <0.01% +19,432 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,286 shares; 2024Q4: 331,698 shares; 2025Q1: 261,917 shares; 2025Q2: 178,117 shares; 2025Q3: 190,581 shares 190,581 $3.39M <0.01% +12,464 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,057 shares; 2024Q4: 33,371 shares; 2025Q1: 62,478 shares; 2025Q2: 51,370 shares; 2025Q3: 55,921 shares 55,921 $3.38M <0.01% +4,551 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,722 shares; 2024Q4: 33,682 shares; 2025Q1: 39,868 shares; 2025Q2: 53,889 shares; 2025Q3: 62,011 shares 62,011 $3.37M <0.01% +8,122 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,190 shares; 2025Q3: 73,479 shares 73,479 $3.35M <0.01% +4,289 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 13,100 shares; 2025Q1: 14,136 shares; 2025Q2: 15,402 shares; 2025Q3: 17,821 shares 17,821 $3.34M <0.01% +2,419 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: 66,852 shares; 2024Q4: 71,805 shares; 2025Q1: 78,019 shares; 2025Q2: 77,816 shares; 2025Q3: 205,461 shares 205,461 $3.33M <0.01% +127,645 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,690 shares; 2024Q4: 204,575 shares; 2025Q1: 190,739 shares; 2025Q2: 186,180 shares; 2025Q3: 195,012 shares 195,012 $3.32M <0.01% +8,832 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,105 shares; 2024Q4: 39,754 shares; 2025Q1: 63,051 shares; 2025Q2: 39,706 shares; 2025Q3: 40,190 shares 40,190 $3.31M <0.01% +484 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,563 shares; 2024Q4: 111,097 shares; 2025Q1: 119,873 shares; 2025Q2: 117,611 shares; 2025Q3: 124,163 shares 124,163 $3.27M <0.01% +6,552 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: 4,743 shares; 2024Q4: 5,154 shares; 2025Q1: 4,702 shares; 2025Q2: 4,231 shares; 2025Q3: 23,686 shares 23,686 $3.26M <0.01% +19,455 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,397 shares; 2024Q4: 12,547 shares; 2025Q1: 13,037 shares; 2025Q2: 11,532 shares; 2025Q3: 8,307 shares 8,307 $3.25M <0.01% -3,225 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,469 shares; 2024Q4: 22,944 shares; 2025Q1: 32,356 shares; 2025Q2: 22,694 shares; 2025Q3: 19,575 shares 19,575 $3.25M <0.01% -3,119 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: 47,876 shares; 2024Q4: 134,810 shares; 2025Q1: 158,244 shares; 2025Q2: 127,176 shares; 2025Q3: 129,361 shares 129,361 $3.25M <0.01% +2,185 Timeline CVLC 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: 600 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 36,715 shares; 2025Q3: 39,626 shares 39,626 $3.24M <0.01% +2,911 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: 31,766 shares; 2024Q4: 33,038 shares; 2025Q1: 38,589 shares; 2025Q2: 32,836 shares; 2025Q3: 34,893 shares 34,893 $3.23M <0.01% +2,057 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,523 shares; 2024Q4: 43,038 shares; 2025Q1: 56,740 shares; 2025Q2: 40,141 shares; 2025Q3: 28,661 shares 28,661 $3.21M <0.01% -11,480 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: 40,369 shares; 2024Q4: 46,477 shares; 2025Q1: 47,040 shares; 2025Q2: 49,010 shares; 2025Q3: 47,503 shares 47,503 $3.21M <0.01% -1,507 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 42,541 shares; 2025Q1: 49,509 shares; 2025Q2: 38,822 shares; 2025Q3: 40,122 shares 40,122 $3.21M <0.01% +1,300 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: 77,430 shares; 2024Q4: 68,065 shares; 2025Q1: 67,362 shares; 2025Q2: 62,801 shares; 2025Q3: 53,028 shares 53,028 $3.19M <0.01% -9,773 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: 50,717 shares; 2024Q4: 56,254 shares; 2025Q1: 55,821 shares; 2025Q2: 51,222 shares; 2025Q3: 53,203 shares 53,203 $3.18M <0.01% +1,981 RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,028 shares; 2024Q4: 44,189 shares; 2025Q1: 49,913 shares; 2025Q2: 55,032 shares; 2025Q3: 47,722 shares 47,722 $3.15M <0.01% -7,310 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: 41,640 shares; 2024Q4: 48,750 shares; 2025Q1: 43,432 shares; 2025Q2: 42,805 shares; 2025Q3: 60,227 shares 60,227 $3.15M <0.01% +17,422 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 17,397 shares; 2025Q1: 18,337 shares; 2025Q2: 22,052 shares; 2025Q3: 21,928 shares 21,928 $3.12M <0.01% -124 Timeline JMTG 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: 74,185 shares; 2025Q3: 61,151 shares 61,151 $3.12M <0.01% -13,034 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,477 shares; 2024Q4: 59,731 shares; 2025Q1: 74,324 shares; 2025Q2: 81,680 shares; 2025Q3: 79,085 shares 79,085 $3.1M <0.01% -2,595 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,353 shares; 2024Q4: 97,767 shares; 2025Q1: 116,496 shares; 2025Q2: 127,781 shares; 2025Q3: 156,780 shares 156,780 $3.09M <0.01% +28,999 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: 14,011 shares; 2024Q4: 17,084 shares; 2025Q1: 18,905 shares; 2025Q2: 17,721 shares; 2025Q3: 19,507 shares 19,507 $3.07M <0.01% +1,786 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,307 shares; 2024Q4: 78,445 shares; 2025Q1: 83,279 shares; 2025Q2: 79,828 shares; 2025Q3: 78,147 shares 78,147 $3.07M <0.01% -1,681 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: 79,605 shares; 2024Q4: 71,989 shares; 2025Q1: 73,382 shares; 2025Q2: 68,158 shares; 2025Q3: 60,519 shares 60,519 $3.05M <0.01% -7,639 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,559 shares; 2024Q4: 267,782 shares; 2025Q1: 264,299 shares; 2025Q2: 267,635 shares; 2025Q3: 266,694 shares 266,694 $3.04M <0.01% -941 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,264 shares; 2025Q1: 6,455 shares; 2025Q2: 6,583 shares; 2025Q3: 6,932 shares 6,932 $3.03M <0.01% +349 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: 35,653 shares; 2024Q4: 38,034 shares; 2025Q1: 35,437 shares; 2025Q2: 91,652 shares; 2025Q3: 80,252 shares 80,252 $3M <0.01% -11,400 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,303 shares; 2024Q4: 8,161 shares; 2025Q1: 7,979 shares; 2025Q2: 8,313 shares; 2025Q3: 15,697 shares 15,697 $2.99M <0.01% +7,384 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,184 shares; 2024Q4: 22,179 shares; 2025Q1: 21,177 shares; 2025Q2: 20,701 shares; 2025Q3: 20,252 shares 20,252 $2.98M <0.01% -449 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 5,484 shares; 2025Q1: 168,644 shares; 2025Q2: 9,179 shares; 2025Q3: 8,835 shares 8,835 $2.98M <0.01% -344 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: 31,068 shares; 2024Q4: 30,602 shares; 2025Q1: 32,109 shares; 2025Q2: 44,994 shares; 2025Q3: 44,189 shares 44,189 $2.98M <0.01% -805 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 10,299 shares; 2025Q1: 9,621 shares; 2025Q2: 9,806 shares; 2025Q3: 9,203 shares 9,203 $2.98M <0.01% -603 Timeline XLV 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: 15,649 shares; 2024Q4: 15,042 shares; 2025Q1: 15,640 shares; 2025Q2: 15,276 shares; 2025Q3: 21,380 shares 21,380 $2.98M <0.01% +6,104 Timeline DWX 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: 64,253 shares; 2024Q4: 66,206 shares; 2025Q1: 70,285 shares; 2025Q2: 70,437 shares; 2025Q3: 69,545 shares 69,545 $2.97M <0.01% -892 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 2,427 shares; 2025Q1: 1,963 shares; 2025Q2: 2,111 shares; 2025Q3: 9,204 shares 9,204 $2.97M <0.01% +7,093 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 29,360 shares; 2025Q1: 29,185 shares; 2025Q2: 26,639 shares; 2025Q3: 27,601 shares 27,601 $2.96M <0.01% +962 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,011 shares; 2024Q4: 60,812 shares; 2025Q1: 62,978 shares; 2025Q2: 68,094 shares; 2025Q3: 80,164 shares 80,164 $2.95M <0.01% +12,070 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,641 shares; 2024Q4: 16,626 shares; 2025Q1: 15,482 shares; 2025Q2: 14,998 shares; 2025Q3: 29,591 shares 29,591 $2.92M <0.01% +14,593 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: 63,642 shares; 2024Q4: 67,106 shares; 2025Q1: 66,598 shares; 2025Q2: 63,820 shares; 2025Q3: 64,777 shares 64,777 $2.92M <0.01% +957 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: 30,453 shares; 2024Q4: 27,573 shares; 2025Q1: 31,751 shares; 2025Q2: 34,129 shares; 2025Q3: 34,645 shares 34,645 $2.89M <0.01% +516 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,768 shares; 2024Q4: 82,712 shares; 2025Q1: 75,681 shares; 2025Q2: 8,205 shares; 2025Q3: 51,019 shares 51,019 $2.88M <0.01% +42,814 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: 19,338 shares; 2024Q4: 31,033 shares; 2025Q1: 32,399 shares; 2025Q2: 34,308 shares; 2025Q3: 34,657 shares 34,657 $2.88M <0.01% +349 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 66 shares; 2025Q1: 23,610 shares; 2025Q2: 54,289 shares; 2025Q3: 54,880 shares 54,880 $2.87M <0.01% +591 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,567 shares; 2024Q4: 26,092 shares; 2025Q1: 24,176 shares; 2025Q2: 24,412 shares; 2025Q3: 27,379 shares 27,379 $2.86M <0.01% +2,967 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 11,884 shares; 2025Q1: 12,641 shares; 2025Q2: 12,962 shares; 2025Q3: 13,304 shares 13,304 $2.85M <0.01% +342 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 24,206 shares; 2025Q1: 18,727 shares; 2025Q2: 18,346 shares; 2025Q3: 19,010 shares 19,010 $2.85M <0.01% +664 Timeline SPHY 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: 49,443 shares; 2024Q4: 67,112 shares; 2025Q1: 98,729 shares; 2025Q2: 115,765 shares; 2025Q3: 118,722 shares 118,722 $2.84M <0.01% +2,957 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,604 shares; 2024Q4: 13,693 shares; 2025Q1: 14,274 shares; 2025Q2: 13,775 shares; 2025Q3: 13,653 shares 13,653 $2.84M <0.01% -122 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 9,467 shares; 2025Q1: 8,947 shares; 2025Q2: 10,552 shares; 2025Q3: 10,317 shares 10,317 $2.83M <0.01% -235 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 2,100 shares; 2025Q1: 1,830 shares; 2025Q2: 8,987 shares; 2025Q3: 56,385 shares 56,385 $2.82M <0.01% +47,398 Timeline SCHY 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: 99,052 shares; 2024Q4: 92,469 shares; 2025Q1: 100,514 shares; 2025Q2: 84,400 shares; 2025Q3: 100,198 shares 100,198 $2.8M <0.01% +15,798 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: 4,490 shares; 2024Q4: 5,606 shares; 2025Q1: 9,402 shares; 2025Q2: 43,088 shares; 2025Q3: 72,966 shares 72,966 $2.79M <0.01% +29,878 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,248 shares; 2024Q4: 109,585 shares; 2025Q1: 108,290 shares; 2025Q2: 117,878 shares; 2025Q3: 113,326 shares 113,326 $2.78M <0.01% -4,552 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: 27,900 shares; 2024Q4: 58,262 shares; 2025Q1: 79,438 shares; 2025Q2: 91,830 shares; 2025Q3: 93,289 shares 93,289 $2.77M <0.01% +1,459 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,650 shares; 2024Q4: 86,252 shares; 2025Q1: 105,838 shares; 2025Q2: 45,891 shares; 2025Q3: 46,080 shares 46,080 $2.75M <0.01% +189 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: 20,101 shares; 2024Q4: 47,644 shares; 2025Q1: 27,674 shares; 2025Q2: 27,324 shares; 2025Q3: 28,403 shares 28,403 $2.74M <0.01% +1,079 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,900 shares; 2024Q4: 20,714 shares; 2025Q1: 22,725 shares; 2025Q2: 22,546 shares; 2025Q3: 23,352 shares 23,352 $2.73M <0.01% +806 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: 10,940 shares; 2024Q4: 16,205 shares; 2025Q1: 19,433 shares; 2025Q2: 20,250 shares; 2025Q3: 20,645 shares 20,645 $2.73M <0.01% +395 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,247 shares; 2024Q4: 24,827 shares; 2025Q1: 31,900 shares; 2025Q2: 33,886 shares; 2025Q3: 48,122 shares 48,122 $2.72M <0.01% +14,236 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: 45,976 shares; 2024Q4: 53,890 shares; 2025Q1: 56,689 shares; 2025Q2: 59,021 shares; 2025Q3: 60,978 shares 60,978 $2.72M <0.01% +1,957 Timeline IDLV 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: 90,005 shares; 2024Q4: 86,218 shares; 2025Q1: 82,180 shares; 2025Q2: 81,723 shares; 2025Q3: 80,676 shares 80,676 $2.7M <0.01% -1,047 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: 111,871 shares; 2024Q4: 333,395 shares; 2025Q1: 347,337 shares; 2025Q2: 341,316 shares; 2025Q3: 88,932 shares 88,932 $2.69M <0.01% -252,384 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: 29,836 shares; 2024Q4: 41,040 shares; 2025Q1: 54,410 shares; 2025Q2: 63,304 shares; 2025Q3: 65,583 shares 65,583 $2.69M <0.01% +2,279 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,013 shares; 2024Q4: 65,152 shares; 2025Q1: 49,563 shares; 2025Q2: 55,907 shares; 2025Q3: 53,320 shares 53,320 $2.69M <0.01% -2,587 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,496 shares; 2024Q4: 20,253 shares; 2025Q1: 20,563 shares; 2025Q2: 24,976 shares; 2025Q3: 37,607 shares 37,607 $2.67M <0.01% +12,631 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,882 shares; 2025Q1: 14,489 shares; 2025Q2: 12,764 shares; 2025Q3: 13,292 shares 13,292 $2.67M <0.01% +528 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,725 shares; 2025Q3: 46,671 shares 46,671 $2.66M <0.01% +3,946 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,482 shares; 2024Q4: 95,795 shares; 2025Q1: 20,038 shares; 2025Q2: 17,917 shares; 2025Q3: 17,920 shares 17,920 $2.64M <0.01% +3 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,159 shares; 2024Q4: 22,115 shares; 2025Q1: 19,332 shares; 2025Q2: 22,830 shares; 2025Q3: 26,346 shares 26,346 $2.64M <0.01% +3,516 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: 708,032 shares; 2024Q4: 86,903 shares; 2025Q1: 81,602 shares; 2025Q2: 79,364 shares; 2025Q3: 113,510 shares 113,510 $2.64M <0.01% +34,146 IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,728 shares; 2024Q4: 30,887 shares; 2025Q1: 29,751 shares; 2025Q2: 30,116 shares; 2025Q3: 29,339 shares 29,339 $2.63M <0.01% -777 Timeline XME 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: 31,142 shares; 2024Q4: 66,786 shares; 2025Q1: 41,302 shares; 2025Q2: 8,576 shares; 2025Q3: 27,998 shares 27,998 $2.61M <0.01% +19,422 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 10,995 shares; 2025Q1: 11,212 shares; 2025Q2: 11,393 shares; 2025Q3: 12,003 shares 12,003 $2.61M <0.01% +610 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: 15,459 shares; 2024Q4: 13,632 shares; 2025Q1: 8,842 shares; 2025Q2: 8,848 shares; 2025Q3: 9,297 shares 9,297 $2.6M <0.01% +449 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,143 shares; 2024Q4: 23,048 shares; 2025Q1: 27,761 shares; 2025Q2: 33,166 shares; 2025Q3: 38,462 shares 38,462 $2.59M <0.01% +5,296 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,031 shares; 2024Q4: 89,205 shares; 2025Q1: 80,695 shares; 2025Q2: 60,421 shares; 2025Q3: 73,506 shares 73,506 $2.59M <0.01% +13,085 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: 11,025 shares; 2024Q4: 14,714 shares; 2025Q1: 27,451 shares; 2025Q2: 55,905 shares; 2025Q3: 78,701 shares 78,701 $2.57M <0.01% +22,796 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,344 shares; 2024Q4: 98,355 shares; 2025Q1: 124,518 shares; 2025Q2: 145,036 shares; 2025Q3: 110,618 shares 110,618 $2.54M <0.01% -34,418 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 59,359 shares; 2025Q1: 68,996 shares; 2025Q2: 69,090 shares; 2025Q3: 239,326 shares 239,326 $2.53M <0.01% +170,236 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,391 shares; 2024Q4: 86,204 shares; 2025Q1: 78,059 shares; 2025Q2: 77,974 shares; 2025Q3: 74,032 shares 74,032 $2.53M <0.01% -3,942 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 3,701 shares; 2025Q1: 21,229 shares; 2025Q2: 52,297 shares; 2025Q3: 98,621 shares 98,621 $2.52M <0.01% +46,324 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: 13,956 shares; 2024Q4: 70,896 shares; 2025Q1: 81,092 shares; 2025Q2: 72,426 shares; 2025Q3: 86,930 shares 86,930 $2.5M <0.01% +14,504 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,845 shares; 2025Q1: 42,535 shares; 2025Q2: 56,782 shares; 2025Q3: 56,859 shares 56,859 $2.49M <0.01% +77 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: 197,910 shares; 2024Q4: 200,847 shares; 2025Q1: 24,024 shares; 2025Q2: 22,453 shares; 2025Q3: 18,494 shares 18,494 $2.49M <0.01% -3,959 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 10,976 shares; 2025Q1: 10,986 shares; 2025Q2: 9,202 shares; 2025Q3: 7,697 shares 7,697 $2.49M <0.01% -1,505 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: 288,549 shares; 2024Q4: 280,730 shares; 2025Q1: 265,874 shares; 2025Q2: 141,984 shares; 2025Q3: 44,575 shares 44,575 $2.46M <0.01% -97,409 Timeline CATH 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: 23,924 shares; 2024Q4: 25,009 shares; 2025Q1: 26,873 shares; 2025Q2: 28,732 shares; 2025Q3: 30,359 shares 30,359 $2.46M <0.01% +1,627 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: 31,275 shares; 2024Q4: 51,866 shares; 2025Q1: 66,668 shares; 2025Q2: 79,886 shares; 2025Q3: 77,933 shares 77,933 $2.45M <0.01% -1,953 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,545 shares; 2024Q4: 71,829 shares; 2025Q1: 77,275 shares; 2025Q2: 77,094 shares; 2025Q3: 78,191 shares 78,191 $2.44M <0.01% +1,097 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 66 shares; 2025Q1: 10,899 shares; 2025Q2: 42,648 shares; 2025Q3: 46,483 shares 46,483 $2.43M <0.01% +3,835 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: 23,902 shares; 2025Q3: 50,591 shares 50,591 $2.42M <0.01% +26,689 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,053 shares; 2024Q4: 24,966 shares; 2025Q1: 24,950 shares; 2025Q2: 24,919 shares; 2025Q3: 24,384 shares 24,384 $2.42M <0.01% -535 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,466 shares; 2024Q4: 8,289 shares; 2025Q1: 16,271 shares; 2025Q2: 34,280 shares; 2025Q3: 29,019 shares 29,019 $2.41M <0.01% -5,261 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,285 shares; 2024Q4: 33,261 shares; 2025Q1: 39,290 shares; 2025Q2: 33,663 shares; 2025Q3: 34,423 shares 34,423 $2.41M <0.01% +760 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 25,681 shares; 2025Q1: 30,313 shares; 2025Q2: 26,622 shares; 2025Q3: 25,698 shares 25,698 $2.39M <0.01% -924 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,182 shares; 2024Q4: 13,578 shares; 2025Q1: 13,139 shares; 2025Q2: 17,042 shares; 2025Q3: 18,110 shares 18,110 $2.39M <0.01% +1,068 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: 49,517 shares; 2024Q4: 52,351 shares; 2025Q1: 53,164 shares; 2025Q2: 35,207 shares; 2025Q3: 33,792 shares 33,792 $2.38M <0.01% -1,415 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,607 shares; 2024Q4: 309,135 shares; 2025Q1: 36,088 shares; 2025Q2: 36,409 shares; 2025Q3: 40,924 shares 40,924 $2.37M <0.01% +4,515 Timeline JUST 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: 17,334 shares; 2024Q4: 18,180 shares; 2025Q1: 20,941 shares; 2025Q2: 22,026 shares; 2025Q3: 25,175 shares 25,175 $2.36M <0.01% +3,149 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 18,570 shares; 2025Q1: 18,810 shares; 2025Q2: 29,928 shares; 2025Q3: 48,516 shares 48,516 $2.35M <0.01% +18,588 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,693 shares; 2025Q1: 13,660 shares; 2025Q2: 13,250 shares; 2025Q3: 12,419 shares 12,419 $2.33M <0.01% -831 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,218 shares; 2025Q1: 4,955 shares; 2025Q2: 29,205 shares; 2025Q3: 27,900 shares 27,900 $2.33M <0.01% -1,305 Timeline GUNR 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: 24,571 shares; 2024Q4: 26,360 shares; 2025Q1: 23,962 shares; 2025Q2: 21,785 shares; 2025Q3: 53,068 shares 53,068 $2.32M <0.01% +31,283 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,127 shares; 2024Q4: 6,006 shares; 2025Q1: 12,857 shares; 2025Q2: 12,413 shares; 2025Q3: 12,912 shares 12,912 $2.32M <0.01% +499 Timeline CVIE 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: not reported; 2024Q4: 17,579 shares; 2025Q1: 22,802 shares; 2025Q2: 30,762 shares; 2025Q3: 33,671 shares 33,671 $2.3M <0.01% +2,909 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 1,551 shares; 2025Q1: 1,759 shares; 2025Q2: 26,712 shares; 2025Q3: 34,894 shares 34,894 $2.26M <0.01% +8,182 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 13,745 shares; 2025Q1: 20,666 shares; 2025Q2: 20,594 shares; 2025Q3: 21,504 shares 21,504 $2.26M <0.01% +910 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,814 shares; 2024Q4: 27,302 shares; 2025Q1: 30,063 shares; 2025Q2: 31,701 shares; 2025Q3: 26,957 shares 26,957 $2.26M <0.01% -4,744 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: 3,117 shares; 2024Q4: 13,934 shares; 2025Q1: 13,830 shares; 2025Q2: 17,025 shares; 2025Q3: 20,299 shares 20,299 $2.25M <0.01% +3,274 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 27,294 shares; 2025Q1: 44,267 shares; 2025Q2: 46,947 shares; 2025Q3: 47,248 shares 47,248 $2.25M <0.01% +301 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: 21,738 shares; 2024Q4: 20,514 shares; 2025Q1: 28,560 shares; 2025Q2: 23,223 shares; 2025Q3: 25,545 shares 25,545 $2.24M <0.01% +2,322 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: not reported; 2024Q4: 13,389 shares; 2025Q1: 44,215 shares; 2025Q2: 50,862 shares; 2025Q3: 65,321 shares 65,321 $2.24M <0.01% +14,459 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,535 shares; 2024Q4: 51,980 shares; 2025Q1: 54,120 shares; 2025Q2: 58,209 shares; 2025Q3: 56,384 shares 56,384 $2.23M <0.01% -1,825 Timeline DRIV 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: 167,417 shares; 2024Q4: 89,106 shares; 2025Q1: 87,688 shares; 2025Q2: 81,977 shares; 2025Q3: 78,391 shares 78,391 $2.22M <0.01% -3,586 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: not reported; 2024Q4: not reported; 2025Q1: 5,151 shares; 2025Q2: 16,649 shares; 2025Q3: 47,699 shares 47,699 $2.21M <0.01% +31,050 Timeline PEY 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: 100,168 shares; 2024Q4: 112,499 shares; 2025Q1: 130,505 shares; 2025Q2: 105,887 shares; 2025Q3: 104,829 shares 104,829 $2.21M <0.01% -1,058 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 45,556 shares; 2025Q1: 68,076 shares; 2025Q2: 76,242 shares; 2025Q3: 87,407 shares 87,407 $2.21M <0.01% +11,165 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: 13,068 shares; 2024Q4: 13,898 shares; 2025Q1: 14,240 shares; 2025Q2: 16,029 shares; 2025Q3: 15,684 shares 15,684 $2.17M <0.01% -345 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: 3,533 shares; 2024Q4: 5,583 shares; 2025Q1: 6,408 shares; 2025Q2: 7,886 shares; 2025Q3: 8,785 shares 8,785 $2.16M <0.01% +899 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: 5,104 shares; 2024Q4: 6,432 shares; 2025Q1: 5,504 shares; 2025Q2: 5,926 shares; 2025Q3: 3,944 shares 3,944 $2.16M <0.01% -1,982 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,964 shares; 2024Q4: 25,605 shares; 2025Q1: 41,374 shares; 2025Q2: 44,381 shares; 2025Q3: 45,332 shares 45,332 $2.15M <0.01% +951 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,076 shares; 2024Q4: 51,144 shares; 2025Q1: 55,540 shares; 2025Q2: 54,088 shares; 2025Q3: 45,474 shares 45,474 $2.15M <0.01% -8,614 Timeline COMT 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: 301,128 shares; 2024Q4: 299,675 shares; 2025Q1: 284,272 shares; 2025Q2: 98,947 shares; 2025Q3: 79,978 shares 79,978 $2.15M <0.01% -18,969 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,136 shares; 2024Q4: 176,919 shares; 2025Q1: 746,903 shares; 2025Q2: 35,856 shares; 2025Q3: 29,676 shares 29,676 $2.14M <0.01% -6,180 Timeline TMFC 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: 903 shares; 2024Q4: 1,772 shares; 2025Q1: 7,310 shares; 2025Q2: 27,670 shares; 2025Q3: 30,240 shares 30,240 $2.13M <0.01% +2,570 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,275 shares; 2024Q4: 170,780 shares; 2025Q1: 172,656 shares; 2025Q2: 181,169 shares; 2025Q3: 185,955 shares 185,955 $2.13M <0.01% +4,786 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: 92 shares; 2024Q4: 59,722 shares; 2025Q1: 59,127 shares; 2025Q2: 29,724 shares; 2025Q3: 30,328 shares 30,328 $2.13M <0.01% +604 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: 75,774 shares; 2024Q4: 76,576 shares; 2025Q1: 74,268 shares; 2025Q2: 99,350 shares; 2025Q3: 81,661 shares 81,661 $2.13M <0.01% -17,689 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: 8,035 shares; 2024Q4: 8,697 shares; 2025Q1: 9,733 shares; 2025Q2: 9,201 shares; 2025Q3: 9,672 shares 9,672 $2.12M <0.01% +471 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,338 shares; 2024Q4: 20,921 shares; 2025Q1: 21,438 shares; 2025Q2: 21,541 shares; 2025Q3: 22,602 shares 22,602 $2.12M <0.01% +1,061 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,127 shares 43,127 $2.11M <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,323 shares; 2025Q2: 8,349 shares; 2025Q3: 9,177 shares 9,177 $2.11M <0.01% +828 Timeline EQL 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: 10 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 35,389 shares; 2025Q3: 45,796 shares 45,796 $2.11M <0.01% +10,407 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,614 shares; 2024Q4: 16,722 shares; 2025Q1: 19,523 shares; 2025Q2: 20,764 shares; 2025Q3: 22,295 shares 22,295 $2.1M <0.01% +1,531 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,482 shares; 2025Q1: 1,244 shares; 2025Q2: 1,669 shares; 2025Q3: 35,252 shares 35,252 $2.1M <0.01% +33,583 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 30,615 shares; 2025Q1: 42,629 shares; 2025Q2: 68,050 shares; 2025Q3: 82,238 shares 82,238 $2.1M <0.01% +14,188 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: 6,789 shares; 2024Q4: 6,789 shares; 2025Q1: 6,789 shares; 2025Q2: 65,941 shares; 2025Q3: 65,378 shares 65,378 $2.08M <0.01% -563 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,458 shares; 2024Q4: 29,418 shares; 2025Q1: 75,039 shares; 2025Q2: 83,733 shares; 2025Q3: 104,727 shares 104,727 $2.08M <0.01% +20,994 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,235 shares; 2025Q1: 3,696 shares; 2025Q2: 5,682 shares; 2025Q3: 12,781 shares 12,781 $2.08M <0.01% +7,099 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,014 shares; 2024Q4: 75,860 shares; 2025Q1: 80,565 shares; 2025Q2: 23,951 shares; 2025Q3: 26,748 shares 26,748 $2.08M <0.01% +2,797 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,965 shares; 2024Q4: 25,959 shares; 2025Q1: 56,868 shares; 2025Q2: 88,221 shares; 2025Q3: 83,564 shares 83,564 $2.08M <0.01% -4,657 Timeline