UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,618 shares; 2024Q4: 53,336 shares; 2025Q1: 55,837 shares; 2025Q2: 66,438 shares; 2025Q3: 85,508 shares 85,508 $2.84M 0.03% +19,070 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,356 shares; 2024Q4: 79,478 shares; 2025Q1: 121,253 shares; 2025Q2: 118,891 shares; 2025Q3: 114,387 shares 114,387 $2.81M 0.03% -4,504 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,741 shares; 2024Q4: 27,487 shares; 2025Q1: 60,934 shares; 2025Q2: 58,273 shares; 2025Q3: 57,551 shares 57,551 $2.81M 0.03% -722 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,399 shares; 2024Q4: 26,232 shares; 2025Q1: 29,880 shares; 2025Q2: 24,937 shares; 2025Q3: 23,423 shares 23,423 $2.81M 0.03% -1,514 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: 37,660 shares; 2024Q4: 37,172 shares; 2025Q1: 36,665 shares; 2025Q2: 35,935 shares; 2025Q3: 35,642 shares 35,642 $2.8M 0.03% -293 Timeline EWM 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: 104,487 shares; 2024Q4: 100,570 shares; 2025Q1: 99,428 shares; 2025Q2: 108,162 shares; 2025Q3: 107,882 shares 107,882 $2.8M 0.03% -280 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,617 shares; 2025Q1: 59,617 shares; 2025Q2: 59,880 shares; 2025Q3: 74,167 shares 74,167 $2.77M 0.03% +14,287 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: 9,240 shares; 2024Q4: 6,491 shares; 2025Q1: 7,422 shares; 2025Q2: 7,117 shares; 2025Q3: 25,788 shares 25,788 $2.77M 0.03% +18,671 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: 3,893 shares; 2024Q4: 3,882 shares; 2025Q1: 3,642 shares; 2025Q2: 3,813 shares; 2025Q3: 3,565 shares 3,565 $2.75M 0.03% -248 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: 15,425 shares; 2024Q4: 15,285 shares; 2025Q1: 16,344 shares; 2025Q2: 10,383 shares; 2025Q3: 12,828 shares 12,828 $2.75M 0.03% +2,445 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,173 shares; 2024Q4: 49,370 shares; 2025Q1: 50,133 shares; 2025Q2: 56,141 shares; 2025Q3: 59,468 shares 59,468 $2.74M 0.03% +3,327 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,692 shares; 2024Q4: 12,765 shares; 2025Q1: 15,557 shares; 2025Q2: 15,359 shares; 2025Q3: 15,376 shares 15,376 $2.73M 0.03% +17 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 8,733 shares; 2025Q1: 15,254 shares; 2025Q2: 15,639 shares; 2025Q3: 16,683 shares 16,683 $2.7M 0.03% +1,044 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,074 shares; 2024Q4: 17,444 shares; 2025Q1: 18,325 shares; 2025Q2: 30,099 shares; 2025Q3: 30,746 shares 30,746 $2.7M 0.03% +647 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,465 shares 58,465 $2.7M 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 5,629 shares; 2025Q1: 6,534 shares; 2025Q2: 6,597 shares; 2025Q3: 5,528 shares 5,528 $2.69M 0.03% -1,069 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: 28,492 shares; 2024Q4: 29,741 shares; 2025Q1: 34,277 shares; 2025Q2: 32,953 shares; 2025Q3: 32,624 shares 32,624 $2.69M 0.03% -329 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: 99,848 shares; 2024Q4: 103,378 shares; 2025Q1: 40,340 shares; 2025Q2: 52,698 shares; 2025Q3: 35,643 shares 35,643 $2.69M 0.03% -17,055 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,932 shares; 2024Q4: 31,099 shares; 2025Q1: 46,913 shares; 2025Q2: 52,411 shares; 2025Q3: 38,359 shares 38,359 $2.68M 0.03% -14,052 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,994 shares; 2025Q2: 21,144 shares; 2025Q3: 23,921 shares 23,921 $2.67M 0.03% +2,777 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: 27,575 shares; 2024Q4: 27,603 shares; 2025Q1: 27,484 shares; 2025Q2: 26,841 shares; 2025Q3: 26,838 shares 26,838 $2.64M 0.03% -3 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 33,167 shares; 2025Q1: 34,568 shares; 2025Q2: 92,544 shares; 2025Q3: 101,919 shares 101,919 $2.63M 0.03% +9,375 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares 1,465 $2.62M 0.03% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,036 shares; 2025Q3: 136,291 shares 136,291 $2.61M 0.03% +114,255 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317,713 shares 317,713 $2.6M 0.03% new 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: 9,308 shares; 2024Q4: 9,323 shares; 2025Q1: 9,235 shares; 2025Q2: 8,841 shares; 2025Q3: 8,992 shares 8,992 $2.6M 0.03% +151 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: 75,723 shares; 2024Q4: 65,778 shares; 2025Q1: 61,403 shares; 2025Q2: 53,180 shares; 2025Q3: 51,296 shares 51,296 $2.58M 0.03% -1,884 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,956 shares; 2024Q4: 19,132 shares; 2025Q1: 20,351 shares; 2025Q2: 19,708 shares; 2025Q3: 19,856 shares 19,856 $2.58M 0.03% +148 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,147 shares; 2024Q4: 32,292 shares; 2025Q1: 18,043 shares; 2025Q2: 17,690 shares; 2025Q3: 16,546 shares 16,546 $2.57M 0.03% -1,144 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,321 shares; 2025Q1: 22,753 shares; 2025Q2: 22,648 shares; 2025Q3: 19,155 shares 19,155 $2.56M 0.03% -3,493 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: 15,428 shares; 2024Q4: 35,662 shares; 2025Q1: 36,941 shares; 2025Q2: 37,238 shares; 2025Q3: 37,592 shares 37,592 $2.54M 0.03% +354 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,210 shares; 2025Q1: 39,289 shares; 2025Q2: 29,483 shares; 2025Q3: 44,702 shares 44,702 $2.54M 0.03% +15,219 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,575 shares; 2024Q4: 116,409 shares; 2025Q1: 153,159 shares; 2025Q2: 167,634 shares; 2025Q3: 194,082 shares 194,082 $2.53M 0.03% +26,448 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,869 shares; 2024Q4: 4,473 shares; 2025Q1: 7,138 shares; 2025Q2: 9,785 shares; 2025Q3: 8,294 shares 8,294 $2.53M 0.03% -1,491 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: 211,190 shares; 2024Q4: 139,472 shares; 2025Q1: 166,978 shares; 2025Q2: 163,529 shares; 2025Q3: 110,056 shares 110,056 $2.52M 0.03% -53,473 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: 22,149 shares; 2024Q4: 22,168 shares; 2025Q1: 20,137 shares; 2025Q2: 19,872 shares; 2025Q3: 19,842 shares 19,842 $2.52M 0.03% -30 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: 20,744 shares; 2024Q4: 20,898 shares; 2025Q1: 21,590 shares; 2025Q2: 13,571 shares; 2025Q3: 13,411 shares 13,411 $2.51M 0.03% -160 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: 12,802 shares; 2024Q4: 15,046 shares; 2025Q1: 20,953 shares; 2025Q2: 17,361 shares; 2025Q3: 18,615 shares 18,615 $2.51M 0.03% +1,254 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 12,856 shares; 2025Q1: 15,717 shares; 2025Q2: 15,271 shares; 2025Q3: 53,523 shares 53,523 $2.51M 0.03% +38,252 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,397 shares; 2024Q4: 32,024 shares; 2025Q1: 4,921 shares; 2025Q2: 25,116 shares; 2025Q3: 29,345 shares 29,345 $2.46M 0.03% +4,229 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,311 shares; 2024Q4: 100,745 shares; 2025Q1: 92,827 shares; 2025Q2: 92,357 shares; 2025Q3: 92,661 shares 92,661 $2.44M 0.03% +304 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,465 shares; 2025Q3: 46,003 shares 46,003 $2.41M 0.03% +18,538 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: 9,272 shares; 2024Q4: 8,999 shares; 2025Q1: 8,794 shares; 2025Q2: 8,356 shares; 2025Q3: 8,603 shares 8,603 $2.4M 0.03% +247 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: 41,303 shares; 2024Q4: 51,206 shares; 2025Q1: 50,109 shares; 2025Q2: 58,928 shares; 2025Q3: 60,421 shares 60,421 $2.39M 0.03% +1,493 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,713 shares; 2024Q4: 56,412 shares; 2025Q1: 46,351 shares; 2025Q2: 54,660 shares; 2025Q3: 56,445 shares 56,445 $2.38M 0.03% +1,785 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 8,044 shares; 2025Q1: 6,952 shares; 2025Q2: 7,076 shares; 2025Q3: 7,449 shares 7,449 $2.37M 0.03% +373 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: 3,737 shares; 2024Q4: 3,980 shares; 2025Q1: 6,906 shares; 2025Q2: 17,091 shares; 2025Q3: 19,633 shares 19,633 $2.37M 0.03% +2,542 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,859 shares; 2024Q4: 15,010 shares; 2025Q1: 14,865 shares; 2025Q2: 14,842 shares; 2025Q3: 14,906 shares 14,906 $2.36M 0.03% +64 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: 61,719 shares; 2024Q4: 45,209 shares; 2025Q1: 43,080 shares; 2025Q2: 21,727 shares; 2025Q3: 20,484 shares 20,484 $2.35M 0.03% -1,243 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,600 shares; 2025Q3: 59,124 shares 59,124 $2.34M 0.03% +51,524 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: 56,582 shares; 2024Q4: 60,419 shares; 2025Q1: 76,812 shares; 2025Q2: 71,983 shares; 2025Q3: 71,826 shares 71,826 $2.34M 0.03% -157 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,528 shares; 2024Q4: 34,450 shares; 2025Q1: 33,190 shares; 2025Q2: 32,785 shares; 2025Q3: 30,018 shares 30,018 $2.32M 0.03% -2,767 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,073 shares; 2024Q4: 39,649 shares; 2025Q1: 75,367 shares; 2025Q2: 48,021 shares; 2025Q3: 136,956 shares 136,956 $2.32M 0.03% +88,935 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,259 shares; 2024Q4: 27,407 shares; 2025Q1: 30,698 shares; 2025Q2: 29,197 shares; 2025Q3: 31,826 shares 31,826 $2.32M 0.03% +2,629 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,537 shares; 2024Q4: 174,268 shares; 2025Q1: 143,001 shares; 2025Q2: 156,766 shares; 2025Q3: 124,811 shares 124,811 $2.3M 0.03% -31,955 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: 18,781 shares; 2024Q4: 91,579 shares; 2025Q1: 85,430 shares; 2025Q2: 41,806 shares; 2025Q3: 40,476 shares 40,476 $2.3M 0.03% -1,330 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: not reported; 2025Q1: 20,244 shares; 2025Q2: 19,927 shares; 2025Q3: 17,945 shares 17,945 $2.3M 0.03% -1,982 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: 9,860 shares; 2025Q1: 2,621 shares; 2025Q2: 15,323 shares; 2025Q3: 9,940 shares 9,940 $2.29M 0.03% -5,383 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 7,822 shares; 2025Q1: 8,090 shares; 2025Q2: 8,602 shares; 2025Q3: 8,806 shares 8,806 $2.29M 0.03% +204 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: 22,564 shares; 2024Q4: 23,925 shares; 2025Q1: 23,806 shares; 2025Q2: 27,681 shares; 2025Q3: 29,738 shares 29,738 $2.28M 0.03% +2,057 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: 9,996 shares; 2024Q4: 9,617 shares; 2025Q1: 11,254 shares; 2025Q2: 15,398 shares; 2025Q3: 9,933 shares 9,933 $2.28M 0.03% -5,465 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,066 shares; 2024Q4: 32,142 shares; 2025Q1: 30,350 shares; 2025Q2: 25,498 shares; 2025Q3: 25,923 shares 25,923 $2.27M 0.03% +425 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 14,953 shares; 2025Q1: 10,337 shares; 2025Q2: 14,270 shares; 2025Q3: 9,164 shares 9,164 $2.26M 0.03% -5,106 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,963 shares; 2025Q1: 2,587 shares; 2025Q2: 2,542 shares; 2025Q3: 2,368 shares 2,368 $2.26M 0.03% -174 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,736 shares 71,736 $2.25M 0.03% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,172 shares; 2025Q1: 12,990 shares; 2025Q2: 16,549 shares; 2025Q3: 16,219 shares 16,219 $2.25M 0.03% -330 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: 9,907 shares; 2024Q4: 10,587 shares; 2025Q1: 3,519 shares; 2025Q2: 3,843 shares; 2025Q3: 4,114 shares 4,114 $2.25M 0.03% +271 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,518 shares; 2024Q4: 14,168 shares; 2025Q1: 16,673 shares; 2025Q2: 16,441 shares; 2025Q3: 16,577 shares 16,577 $2.25M 0.03% +136 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,768 shares; 2025Q1: 24,190 shares; 2025Q2: 38,382 shares; 2025Q3: 43,955 shares 43,955 $2.24M 0.03% +5,573 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,340 shares; 2025Q3: 40,747 shares 40,747 $2.23M 0.03% +37,407 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: 63,386 shares; 2024Q4: 32,547 shares; 2025Q1: 29,387 shares; 2025Q2: 32,509 shares; 2025Q3: 34,524 shares 34,524 $2.21M 0.03% +2,015 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,409 shares; 2025Q2: 18,882 shares; 2025Q3: 15,448 shares 15,448 $2.21M 0.03% -3,434 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 14,547 shares; 2025Q1: 15,282 shares; 2025Q2: 15,816 shares; 2025Q3: 17,459 shares 17,459 $2.2M 0.03% +1,643 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: 22,838 shares; 2024Q4: 25,564 shares; 2025Q1: 22,027 shares; 2025Q2: 23,120 shares; 2025Q3: 26,882 shares 26,882 $2.18M 0.03% +3,762 Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,575 shares; 2024Q4: not reported; 2025Q1: 16,901 shares; 2025Q2: 43,167 shares; 2025Q3: 754,175 shares 754,175 $2.17M 0.03% +711,008 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: 36,518 shares; 2024Q4: 36,653 shares; 2025Q1: 23,751 shares; 2025Q2: 24,003 shares; 2025Q3: 22,008 shares 22,008 $2.17M 0.03% -1,995 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: 30,149 shares; 2024Q4: 30,941 shares; 2025Q1: 31,628 shares; 2025Q2: 39,902 shares; 2025Q3: 44,235 shares 44,235 $2.17M 0.03% +4,333 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: 7,409 shares; 2024Q4: 7,512 shares; 2025Q1: 12,324 shares; 2025Q2: 12,986 shares; 2025Q3: 14,246 shares 14,246 $2.17M 0.03% +1,260 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,542 shares; 2024Q4: 23,831 shares; 2025Q1: 18,397 shares; 2025Q2: 12,312 shares; 2025Q3: 12,970 shares 12,970 $2.16M 0.03% +658 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,061 shares; 2024Q4: 64,656 shares; 2025Q1: 81,952 shares; 2025Q2: 89,603 shares; 2025Q3: 94,605 shares 94,605 $2.15M 0.03% +5,002 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,025 shares; 2024Q4: 168,865 shares; 2025Q1: 348,628 shares; 2025Q2: 330,628 shares; 2025Q3: 321,528 shares 321,528 $2.15M 0.03% -9,100 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,241 shares; 2024Q4: 22,848 shares; 2025Q1: 22,921 shares; 2025Q2: 21,867 shares; 2025Q3: 21,799 shares 21,799 $2.15M 0.03% -68 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,416 shares; 2024Q4: 16,380 shares; 2025Q1: 16,940 shares; 2025Q2: 17,049 shares; 2025Q3: 17,488 shares 17,488 $2.14M 0.03% +439 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,047 shares; 2025Q3: 45,459 shares 45,459 $2.13M 0.03% +11,412 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,030 shares; 2024Q4: 41,597 shares; 2025Q1: 59,431 shares; 2025Q2: 103,383 shares; 2025Q3: 58,461 shares 58,461 $2.13M 0.03% -44,922 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,749 shares; 2024Q4: 188,280 shares; 2025Q1: 208,871 shares; 2025Q2: 206,345 shares; 2025Q3: 223,993 shares 223,993 $2.12M 0.03% +17,648 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: 7,070 shares; 2024Q4: 7,041 shares; 2025Q1: 7,154 shares; 2025Q2: 6,806 shares; 2025Q3: 6,837 shares 6,837 $2.12M 0.03% +31 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 9,787 shares; 2025Q1: 10,698 shares; 2025Q2: 20,854 shares; 2025Q3: 18,573 shares 18,573 $2.12M 0.03% -2,281 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,069 shares; 2024Q4: 105,952 shares; 2025Q1: 127,854 shares; 2025Q2: 144,969 shares; 2025Q3: 158,728 shares 158,728 $2.09M 0.03% +13,759 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,300 shares; 2025Q1: 82,771 shares; 2025Q2: 80,435 shares; 2025Q3: 84,367 shares 84,367 $2.08M 0.03% +3,932 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: 13,556 shares; 2024Q4: 13,734 shares; 2025Q1: 23,222 shares; 2025Q2: 16,537 shares; 2025Q3: 14,578 shares 14,578 $2.08M 0.03% -1,959 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 21,698 shares; 2025Q1: 20,431 shares; 2025Q2: 20,248 shares; 2025Q3: 24,524 shares 24,524 $2.07M 0.03% +4,276 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,293 shares; 2024Q4: 166,558 shares; 2025Q1: 171,779 shares; 2025Q2: 182,778 shares; 2025Q3: 191,628 shares 191,628 $2.07M 0.03% +8,850 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,282 shares; 2025Q2: 41,127 shares; 2025Q3: 43,985 shares 43,985 $2.07M 0.03% +2,858 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 5,585 shares; 2025Q1: 5,682 shares; 2025Q2: 5,539 shares; 2025Q3: 5,209 shares 5,209 $2.06M 0.03% -330 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: 95,056 shares; 2024Q4: 68,661 shares; 2025Q1: 69,058 shares; 2025Q2: 78,363 shares; 2025Q3: 79,193 shares 79,193 $2.06M 0.03% +830 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: 5,850 shares; 2024Q4: 5,949 shares; 2025Q1: 8,379 shares; 2025Q2: 6,377 shares; 2025Q3: 6,576 shares 6,576 $2.06M 0.03% +199 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,883 shares; 2024Q4: 16,860 shares; 2025Q1: 17,238 shares; 2025Q2: 12,890 shares; 2025Q3: 118,773 shares 118,773 $2.05M 0.03% +105,883 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 927 shares; 2025Q1: 1,018 shares; 2025Q2: 1,066 shares; 2025Q3: 1,071 shares 1,071 $2.05M 0.02% +5 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,012 shares; 2024Q4: 24,121 shares; 2025Q1: 9,889 shares; 2025Q2: 7,064 shares; 2025Q3: 6,323 shares 6,323 $2.05M 0.02% -741 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,203 shares; 2024Q4: 16,953 shares; 2025Q1: 16,590 shares; 2025Q2: 15,422 shares; 2025Q3: 16,839 shares 16,839 $2.04M 0.02% +1,417 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,062 shares; 2024Q4: 24,152 shares; 2025Q1: 19,536 shares; 2025Q2: 23,582 shares; 2025Q3: 113,058 shares 113,058 $2.04M 0.02% +89,476 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: 13,383 shares; 2024Q4: 13,389 shares; 2025Q1: 16,090 shares; 2025Q2: 17,225 shares; 2025Q3: 17,435 shares 17,435 $2.04M 0.02% +210 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,412 shares; 2024Q4: 40,599 shares; 2025Q1: 41,567 shares; 2025Q2: 43,902 shares; 2025Q3: 44,136 shares 44,136 $2.02M 0.02% +234 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: 18,941 shares; 2024Q4: 19,259 shares; 2025Q1: 18,784 shares; 2025Q2: 18,534 shares; 2025Q3: 16,271 shares 16,271 $2.02M 0.02% -2,263 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 23,334 shares; 2025Q1: 22,337 shares; 2025Q2: 28,786 shares; 2025Q3: 31,893 shares 31,893 $2.01M 0.02% +3,107 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 7,146 shares; 2025Q1: 7,086 shares; 2025Q2: 10,245 shares; 2025Q3: 10,232 shares 10,232 $2M 0.02% -13 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,203 shares; 2025Q1: 7,228 shares; 2025Q2: 6,530 shares; 2025Q3: 6,372 shares 6,372 $2M 0.02% -158 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,951 shares; 2024Q4: 65,452 shares; 2025Q1: 66,914 shares; 2025Q2: 67,155 shares; 2025Q3: 65,391 shares 65,391 $2M 0.02% -1,764 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,955 shares; 2024Q4: 41,896 shares; 2025Q1: 46,246 shares; 2025Q2: 45,554 shares; 2025Q3: 47,921 shares 47,921 $1.99M 0.02% +2,367 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,995 shares; 2024Q4: 23,591 shares; 2025Q1: 23,692 shares; 2025Q2: 22,077 shares; 2025Q3: 20,211 shares 20,211 $1.99M 0.02% -1,866 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,575 shares; 2024Q4: 77,372 shares; 2025Q1: 65,513 shares; 2025Q2: 67,073 shares; 2025Q3: 66,812 shares 66,812 $1.99M 0.02% -261 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,465 shares; 2024Q4: 41,049 shares; 2025Q1: 42,865 shares; 2025Q2: 45,919 shares; 2025Q3: 37,915 shares 37,915 $1.98M 0.02% -8,004 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,848 shares; 2024Q4: 33,263 shares; 2025Q1: 36,310 shares; 2025Q2: 32,825 shares; 2025Q3: 34,061 shares 34,061 $1.98M 0.02% +1,236 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,811 shares; 2025Q3: 10,661 shares 10,661 $1.97M 0.02% +1,850 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: 1,803 shares; 2024Q4: 1,930 shares; 2025Q1: 1,623 shares; 2025Q2: 1,553 shares; 2025Q3: 1,488 shares 1,488 $1.96M 0.02% -65 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,205 shares; 2024Q4: 83,195 shares; 2025Q1: 80,885 shares; 2025Q2: 79,096 shares; 2025Q3: 72,183 shares 72,183 $1.95M 0.02% -6,913 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,976 shares; 2024Q4: 62,462 shares; 2025Q1: 61,715 shares; 2025Q2: 61,700 shares; 2025Q3: 61,228 shares 61,228 $1.95M 0.02% -472 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,145 shares; 2024Q4: 29,145 shares; 2025Q1: 29,145 shares; 2025Q2: 29,145 shares; 2025Q3: 29,145 shares 29,145 $1.92M 0.02% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,825 shares 10,825 $1.92M 0.02% new 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: 28,328 shares; 2024Q4: 31,975 shares; 2025Q1: 23,262 shares; 2025Q2: 22,689 shares; 2025Q3: 23,723 shares 23,723 $1.91M 0.02% +1,034 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,090 shares; 2024Q4: 29,424 shares; 2025Q1: 26,967 shares; 2025Q2: 30,079 shares; 2025Q3: 39,167 shares 39,167 $1.91M 0.02% +9,088 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 4,224 shares; 2025Q1: 4,290 shares; 2025Q2: 2,264 shares; 2025Q3: 13,610 shares 13,610 $1.91M 0.02% +11,346 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,712 shares; 2024Q4: 37,593 shares; 2025Q1: 42,815 shares; 2025Q2: 44,407 shares; 2025Q3: 46,057 shares 46,057 $1.9M 0.02% +1,650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,602 shares; 2025Q3: 14,000 shares 14,000 $1.9M 0.02% +1,398 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: 12,711 shares; 2024Q4: 15,136 shares; 2025Q1: 15,117 shares; 2025Q2: 15,099 shares; 2025Q3: 15,037 shares 15,037 $1.89M 0.02% -62 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: 66,645 shares; 2024Q4: 47,084 shares; 2025Q1: 45,813 shares; 2025Q2: 47,581 shares; 2025Q3: 43,516 shares 43,516 $1.88M 0.02% -4,065 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,586 shares; 2024Q4: 27,691 shares; 2025Q1: 31,830 shares; 2025Q2: 29,069 shares; 2025Q3: 28,370 shares 28,370 $1.87M 0.02% -699 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,866 shares; 2025Q1: 8,566 shares; 2025Q2: 8,612 shares; 2025Q3: 8,310 shares 8,310 $1.87M 0.02% -302 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 16,355 shares; 2025Q1: 21,378 shares; 2025Q2: 24,002 shares; 2025Q3: 32,887 shares 32,887 $1.86M 0.02% +8,885 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: 7,957 shares; 2024Q4: 8,523 shares; 2025Q1: 6,423 shares; 2025Q2: 6,633 shares; 2025Q3: 19,855 shares 19,855 $1.85M 0.02% +13,222 Timeline SILJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,621 shares; 2025Q3: 79,945 shares 79,945 $1.85M 0.02% +1,324 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,906 shares; 2024Q4: 33,167 shares; 2025Q1: 40,342 shares; 2025Q2: 54,981 shares; 2025Q3: 53,106 shares 53,106 $1.84M 0.02% -1,875 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,503 shares; 2024Q4: 48,748 shares; 2025Q1: 61,568 shares; 2025Q2: 80,639 shares; 2025Q3: 92,369 shares 92,369 $1.83M 0.02% +11,730 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: 9,471 shares; 2024Q4: 9,563 shares; 2025Q1: 9,197 shares; 2025Q2: 6,761 shares; 2025Q3: 7,444 shares 7,444 $1.83M 0.02% +683 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 3,436 shares; 2025Q1: 24,646 shares; 2025Q2: 20,479 shares; 2025Q3: 18,128 shares 18,128 $1.83M 0.02% -2,351 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,761 shares; 2024Q4: 83,311 shares; 2025Q1: 80,983 shares; 2025Q2: 79,269 shares; 2025Q3: 78,269 shares 78,269 $1.82M 0.02% -1,000 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,831 shares; 2025Q1: 4,321 shares; 2025Q2: 6,614 shares; 2025Q3: 6,245 shares 6,245 $1.82M 0.02% -369 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: 2,251 shares; 2024Q4: 2,253 shares; 2025Q1: 13,273 shares; 2025Q2: 12,711 shares; 2025Q3: 11,580 shares 11,580 $1.82M 0.02% -1,131 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,310 shares; 2024Q4: 16,929 shares; 2025Q1: 17,422 shares; 2025Q2: 16,217 shares; 2025Q3: 14,706 shares 14,706 $1.81M 0.02% -1,511 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 6,766 shares; 2025Q1: 6,766 shares; 2025Q2: 6,766 shares; 2025Q3: 6,766 shares 6,766 $1.81M 0.02% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,409 shares; 2024Q4: 104,487 shares; 2025Q1: 98,746 shares; 2025Q2: 103,270 shares; 2025Q3: 91,977 shares 91,977 $1.81M 0.02% -11,293 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,914 shares; 2024Q4: 40,514 shares; 2025Q1: 39,514 shares; 2025Q2: 50,414 shares; 2025Q3: 123,418 shares 123,418 $1.81M 0.02% +73,004 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,633 shares; 2024Q4: 10,621 shares; 2025Q1: not reported; 2025Q2: 9,163 shares; 2025Q3: 75,483 shares 75,483 $1.81M 0.02% +66,320 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,472 shares 8,472 $1.8M 0.02% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,885 shares; 2025Q1: 18,708 shares; 2025Q2: 106,214 shares; 2025Q3: 104,357 shares 104,357 $1.8M 0.02% -1,857 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 4,667 shares; 2025Q1: 4,488 shares; 2025Q2: 4,796 shares; 2025Q3: 4,294 shares 4,294 $1.8M 0.02% -502 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,782 shares; 2024Q4: 40,457 shares; 2025Q1: 40,989 shares; 2025Q2: 39,723 shares; 2025Q3: 35,256 shares 35,256 $1.79M 0.02% -4,467 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,295 shares; 2025Q1: 6,221 shares; 2025Q2: 5,985 shares; 2025Q3: 6,048 shares 6,048 $1.79M 0.02% +63 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,700 shares; 2024Q4: 49,565 shares; 2025Q1: 85,774 shares; 2025Q2: 85,483 shares; 2025Q3: 91,546 shares 91,546 $1.77M 0.02% +6,063 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,957 shares; 2025Q1: 4,131 shares; 2025Q2: 5,045 shares; 2025Q3: 4,851 shares 4,851 $1.77M 0.02% -194 Timeline KNG 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: 28,572 shares; 2024Q4: 31,698 shares; 2025Q1: 31,142 shares; 2025Q2: 37,055 shares; 2025Q3: 35,802 shares 35,802 $1.77M 0.02% -1,253 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,208 shares; 2024Q4: 12,318 shares; 2025Q1: 13,217 shares; 2025Q2: 12,194 shares; 2025Q3: 12,071 shares 12,071 $1.76M 0.02% -123 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,350 shares; 2025Q1: 47,600 shares; 2025Q2: 47,400 shares; 2025Q3: 48,700 shares 48,700 $1.76M 0.02% +1,300 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: 14,158 shares; 2024Q4: 10,715 shares; 2025Q1: 10,240 shares; 2025Q2: 10,539 shares; 2025Q3: 9,336 shares 9,336 $1.76M 0.02% -1,203 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,593 shares; 2024Q4: 17,783 shares; 2025Q1: 16,232 shares; 2025Q2: 16,064 shares; 2025Q3: 12,042 shares 12,042 $1.74M 0.02% -4,022 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: 10,670 shares; 2025Q1: 10,308 shares; 2025Q2: 10,400 shares; 2025Q3: 10,557 shares 10,557 $1.74M 0.02% +157 Timeline PCEF 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: 39,884 shares; 2024Q4: 43,374 shares; 2025Q1: 62,663 shares; 2025Q2: 78,614 shares; 2025Q3: 86,974 shares 86,974 $1.74M 0.02% +8,360 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 3,243 shares; 2025Q1: 3,810 shares; 2025Q2: 7,429 shares; 2025Q3: 9,150 shares 9,150 $1.73M 0.02% +1,721 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 459 shares; 2025Q1: 2,863 shares; 2025Q2: 2,300 shares; 2025Q3: 2,474 shares 2,474 $1.73M 0.02% +174 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 9,239 shares; 2025Q1: 9,401 shares; 2025Q2: 9,735 shares; 2025Q3: 8,992 shares 8,992 $1.71M 0.02% -743 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,583 shares; 2024Q4: 12,702 shares; 2025Q1: 12,827 shares; 2025Q2: 11,651 shares; 2025Q3: 11,431 shares 11,431 $1.7M 0.02% -220 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: 56,661 shares; 2024Q4: 57,316 shares; 2025Q1: 59,218 shares; 2025Q2: 59,928 shares; 2025Q3: 54,505 shares 54,505 $1.7M 0.02% -5,423 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: 8,587 shares; 2025Q1: 2,812 shares; 2025Q2: 3,820 shares; 2025Q3: 5,773 shares 5,773 $1.7M 0.02% +1,953 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 4,049 shares; 2025Q1: 4,035 shares; 2025Q2: 8,343 shares; 2025Q3: 4,915 shares 4,915 $1.67M 0.02% -3,428 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,818 shares; 2024Q4: 67,951 shares; 2025Q1: 82,981 shares; 2025Q2: 102,029 shares; 2025Q3: 114,152 shares 114,152 $1.65M 0.02% +12,123 Timeline EFV 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: 22,756 shares; 2024Q4: 23,729 shares; 2025Q1: 23,613 shares; 2025Q2: 25,520 shares; 2025Q3: 24,289 shares 24,289 $1.65M 0.02% -1,231 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: 16,554 shares; 2024Q4: 14,371 shares; 2025Q1: 70,436 shares; 2025Q2: 72,142 shares; 2025Q3: 62,457 shares 62,457 $1.65M 0.02% -9,685 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: 61,678 shares; 2024Q4: 65,301 shares; 2025Q1: 79,786 shares; 2025Q2: 87,145 shares; 2025Q3: 96,552 shares 96,552 $1.64M 0.02% +9,407 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,034 shares; 2024Q4: 14,323 shares; 2025Q1: 14,002 shares; 2025Q2: 16,242 shares; 2025Q3: 17,247 shares 17,247 $1.64M 0.02% +1,005 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 23,477 shares; 2025Q1: 22,516 shares; 2025Q2: 22,620 shares; 2025Q3: 26,621 shares 26,621 $1.64M 0.02% +4,001 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: not reported; 2024Q4: 31,656 shares; 2025Q1: 48,964 shares; 2025Q2: 48,559 shares; 2025Q3: 51,247 shares 51,247 $1.64M 0.02% +2,688 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,965 shares; 2025Q1: 6,877 shares; 2025Q2: 11,524 shares; 2025Q3: 11,595 shares 11,595 $1.63M 0.02% +71 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,753 shares; 2024Q4: 62,619 shares; 2025Q1: 67,504 shares; 2025Q2: 79,965 shares; 2025Q3: 85,302 shares 85,302 $1.63M 0.02% +5,337 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,562 shares; 2024Q4: 37,165 shares; 2025Q1: 36,115 shares; 2025Q2: 36,192 shares; 2025Q3: 22,096 shares 22,096 $1.63M 0.02% -14,096 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: not reported; 2024Q4: not reported; 2025Q1: 5,676 shares; 2025Q2: 9,298 shares; 2025Q3: 32,567 shares 32,567 $1.63M 0.02% +23,269 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,310 shares; 2024Q4: 69,231 shares; 2025Q1: 75,238 shares; 2025Q2: 76,213 shares; 2025Q3: 80,421 shares 80,421 $1.63M 0.02% +4,208 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 13,219 shares; 2025Q1: 6,342 shares; 2025Q2: 6,283 shares; 2025Q3: 6,258 shares 6,258 $1.62M 0.02% -25 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: 24,706 shares; 2024Q4: 35,322 shares; 2025Q1: 49,873 shares; 2025Q2: 50,646 shares; 2025Q3: 63,102 shares 63,102 $1.61M 0.02% +12,456 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 2,192 shares; 2025Q1: 3,873 shares; 2025Q2: 5,094 shares; 2025Q3: 10,081 shares 10,081 $1.61M 0.02% +4,987 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: 12,736 shares; 2024Q4: 13,931 shares; 2025Q1: 13,579 shares; 2025Q2: 8,003 shares; 2025Q3: 7,999 shares 7,999 $1.61M 0.02% -4 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,764 shares; 2024Q4: 16,609 shares; 2025Q1: 15,032 shares; 2025Q2: 16,431 shares; 2025Q3: 16,834 shares 16,834 $1.61M 0.02% +403 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,099 shares; 2025Q3: 38,987 shares 38,987 $1.6M 0.02% -112 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,205 shares; 2024Q4: 37,880 shares; 2025Q1: 58,921 shares; 2025Q2: 67,075 shares; 2025Q3: 68,389 shares 68,389 $1.6M 0.02% +1,314 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,429 shares; 2024Q4: 41,771 shares; 2025Q1: 61,496 shares; 2025Q2: 61,897 shares; 2025Q3: 66,551 shares 66,551 $1.6M 0.02% +4,654 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,633 shares; 2025Q1: 9,457 shares; 2025Q2: 4,192 shares; 2025Q3: 12,095 shares 12,095 $1.59M 0.02% +7,903 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,220 shares; 2024Q4: 26,792 shares; 2025Q1: 7,623 shares; 2025Q2: 41,994 shares; 2025Q3: 39,396 shares 39,396 $1.59M 0.02% -2,598 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 14,686 shares; 2025Q1: 10,794 shares; 2025Q2: 10,265 shares; 2025Q3: 11,759 shares 11,759 $1.59M 0.02% +1,494 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,174 shares; 2024Q4: 22,932 shares; 2025Q1: 23,330 shares; 2025Q2: 20,815 shares; 2025Q3: 15,814 shares 15,814 $1.59M 0.02% -5,001 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: 13,705 shares; 2024Q4: 11,297 shares; 2025Q1: 11,132 shares; 2025Q2: 11,237 shares; 2025Q3: 11,460 shares 11,460 $1.59M 0.02% +223 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 24,791 shares; 2025Q1: 27,124 shares; 2025Q2: 28,524 shares; 2025Q3: 28,448 shares 28,448 $1.59M 0.02% -76 Timeline SOXQ 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: 34,824 shares; 2024Q4: 21,872 shares; 2025Q1: 23,124 shares; 2025Q2: 33,256 shares; 2025Q3: 31,558 shares 31,558 $1.58M 0.02% -1,698 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,589 shares; 2024Q4: 45,845 shares; 2025Q1: 48,475 shares; 2025Q2: 56,065 shares; 2025Q3: 58,733 shares 58,733 $1.58M 0.02% +2,668 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,530 shares; 2024Q4: 29,408 shares; 2025Q1: 28,032 shares; 2025Q2: 31,024 shares; 2025Q3: 31,819 shares 31,819 $1.57M 0.02% +795 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: 53,026 shares; 2024Q4: 49,854 shares; 2025Q1: 34,791 shares; 2025Q2: 53,152 shares; 2025Q3: 30,197 shares 30,197 $1.57M 0.02% -22,955 Timeline FXI 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: 6,656 shares; 2024Q4: 29,503 shares; 2025Q1: 39,024 shares; 2025Q2: 38,423 shares; 2025Q3: 38,113 shares 38,113 $1.57M 0.02% -310 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,771 shares; 2024Q4: 72,771 shares; 2025Q1: 96,071 shares; 2025Q2: 95,080 shares; 2025Q3: 86,289 shares 86,289 $1.57M 0.02% -8,791 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: 37,180 shares; 2024Q4: 34,735 shares; 2025Q1: 35,132 shares; 2025Q2: 37,982 shares; 2025Q3: 44,075 shares 44,075 $1.56M 0.02% +6,093 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,510 shares; 2025Q1: 5,405 shares; 2025Q2: 5,898 shares; 2025Q3: 22,574 shares 22,574 $1.55M 0.02% +16,676 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,377 shares; 2024Q4: 107,087 shares; 2025Q1: 115,537 shares; 2025Q2: 114,564 shares; 2025Q3: 114,564 shares 114,564 $1.55M 0.02% 0 Timeline TOPT 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: 69,298 shares; 2025Q2: 51,249 shares; 2025Q3: 50,621 shares 50,621 $1.54M 0.02% -628 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,316 shares; 2024Q4: 236,740 shares; 2025Q1: 225,305 shares; 2025Q2: 225,009 shares; 2025Q3: 230,048 shares 230,048 $1.54M 0.02% +5,039 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,175 shares; 2024Q4: 142,935 shares; 2025Q1: 145,967 shares; 2025Q2: 137,984 shares; 2025Q3: 123,125 shares 123,125 $1.54M 0.02% -14,859 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,418 shares; 2024Q4: 74,249 shares; 2025Q1: 31,097 shares; 2025Q2: 38,755 shares; 2025Q3: 18,124 shares 18,124 $1.53M 0.02% -20,631 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,774 shares; 2024Q4: 16,000 shares; 2025Q1: 22,246 shares; 2025Q2: 18,421 shares; 2025Q3: 18,421 shares 18,421 $1.53M 0.02% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,844 shares; 2025Q2: 43,417 shares; 2025Q3: 39,923 shares 39,923 $1.52M 0.02% -3,494 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: 22,641 shares; 2024Q4: 23,264 shares; 2025Q1: 9,721 shares; 2025Q2: 11,942 shares; 2025Q3: 13,189 shares 13,189 $1.51M 0.02% +1,247 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,270 shares; 2024Q4: 56,958 shares; 2025Q1: 54,688 shares; 2025Q2: 59,208 shares; 2025Q3: 30,731 shares 30,731 $1.51M 0.02% -28,477 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,965 shares; 2024Q4: 10,834 shares; 2025Q1: 11,394 shares; 2025Q2: 10,782 shares; 2025Q3: 10,927 shares 10,927 $1.51M 0.02% +145 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,657 shares; 2025Q1: 45,554 shares; 2025Q2: 45,280 shares; 2025Q3: 45,781 shares 45,781 $1.51M 0.02% +501 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,168 shares; 2024Q4: 26,176 shares; 2025Q1: 26,827 shares; 2025Q2: 27,902 shares; 2025Q3: 28,341 shares 28,341 $1.5M 0.02% +439 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,354 shares; 2024Q4: 113,860 shares; 2025Q1: 111,836 shares; 2025Q2: 80,471 shares; 2025Q3: 104,131 shares 104,131 $1.5M 0.02% +23,660 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,996 shares; 2024Q4: 15,806 shares; 2025Q1: 16,997 shares; 2025Q2: 17,993 shares; 2025Q3: 20,023 shares 20,023 $1.49M 0.02% +2,030 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,570 shares; 2024Q4: 8,880 shares; 2025Q1: 4,997 shares; 2025Q2: 4,515 shares; 2025Q3: 7,650 shares 7,650 $1.49M 0.02% +3,135 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,591 shares; 2025Q1: 5,909 shares; 2025Q2: 6,179 shares; 2025Q3: 6,356 shares 6,356 $1.49M 0.02% +177 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 19,816 shares; 2025Q1: 24,920 shares; 2025Q2: 23,653 shares; 2025Q3: 27,855 shares 27,855 $1.48M 0.02% +4,202 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 12,265 shares; 2025Q1: 12,297 shares; 2025Q2: 12,297 shares; 2025Q3: 12,172 shares 12,172 $1.48M 0.02% -125 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,138 shares; 2024Q4: 4,054 shares; 2025Q1: 2,281 shares; 2025Q2: 3,923 shares; 2025Q3: 4,662 shares 4,662 $1.47M 0.02% +739 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 21,225 shares; 2025Q1: 23,433 shares; 2025Q2: 23,257 shares; 2025Q3: 21,700 shares 21,700 $1.46M 0.02% -1,557 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,093 shares; 2024Q4: 28,193 shares; 2025Q1: 28,629 shares; 2025Q2: 26,948 shares; 2025Q3: 26,672 shares 26,672 $1.46M 0.02% -276 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,576 shares; 2024Q4: 16,450 shares; 2025Q1: 3,885 shares; 2025Q2: 14,045 shares; 2025Q3: 5,919 shares 5,919 $1.46M 0.02% -8,126 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: 11,324 shares; 2024Q4: 27,846 shares; 2025Q1: 15,401 shares; 2025Q2: 19,523 shares; 2025Q3: 20,122 shares 20,122 $1.45M 0.02% +599 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 4,070 shares; 2025Q1: 4,319 shares; 2025Q2: 9,498 shares; 2025Q3: 11,255 shares 11,255 $1.45M 0.02% +1,757 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,010 shares; 2025Q2: 43,317 shares; 2025Q3: 41,062 shares 41,062 $1.45M 0.02% -2,255 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,661 shares; 2024Q4: 19,863 shares; 2025Q1: 25,811 shares; 2025Q2: 26,035 shares; 2025Q3: 26,765 shares 26,765 $1.45M 0.02% +730 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,379 shares; 2025Q1: 48,548 shares; 2025Q2: 56,782 shares; 2025Q3: 52,901 shares 52,901 $1.44M 0.02% -3,881 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,085 shares; 2024Q4: 43,600 shares; 2025Q1: 38,002 shares; 2025Q2: 33,823 shares; 2025Q3: 32,760 shares 32,760 $1.44M 0.02% -1,063 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,735 shares; 2024Q4: 18,781 shares; 2025Q1: 19,899 shares; 2025Q2: 16,436 shares; 2025Q3: 15,863 shares 15,863 $1.44M 0.02% -573 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,849 shares; 2024Q4: 20,251 shares; 2025Q1: 21,225 shares; 2025Q2: 21,492 shares; 2025Q3: 21,334 shares 21,334 $1.44M 0.02% -158 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 17,239 shares; 2025Q1: 17,239 shares; 2025Q2: 17,239 shares; 2025Q3: 17,239 shares 17,239 $1.43M 0.02% 0 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,543 shares; 2025Q2: 94,289 shares; 2025Q3: 104,783 shares 104,783 $1.43M 0.02% +10,494 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: 26,781 shares; 2024Q4: 22,439 shares; 2025Q1: 28,706 shares; 2025Q2: 28,420 shares; 2025Q3: 28,288 shares 28,288 $1.43M 0.02% -132 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: not reported; 2024Q4: 10,526 shares; 2025Q1: 25,221 shares; 2025Q2: 32,147 shares; 2025Q3: 35,795 shares 35,795 $1.42M 0.02% +3,648 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 188,057 shares; 2025Q1: 27,960 shares; 2025Q2: 27,621 shares; 2025Q3: 28,375 shares 28,375 $1.42M 0.02% +754 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: 13,128 shares; 2024Q4: 7,629 shares; 2025Q1: 6,201 shares; 2025Q2: 3,841 shares; 2025Q3: 3,604 shares 3,604 $1.41M 0.02% -237 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,979 shares; 2024Q4: 192,971 shares; 2025Q1: 210,655 shares; 2025Q2: 288,296 shares; 2025Q3: 323,689 shares 323,689 $1.41M 0.02% +35,393 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,613 shares; 2024Q4: 91,062 shares; 2025Q1: 92,432 shares; 2025Q2: 91,505 shares; 2025Q3: 71,005 shares 71,005 $1.41M 0.02% -20,500 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,406 shares; 2024Q4: 24,570 shares; 2025Q1: 21,103 shares; 2025Q2: 31,138 shares; 2025Q3: 30,246 shares 30,246 $1.4M 0.02% -892 Timeline YYY 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: 51,735 shares; 2024Q4: 57,607 shares; 2025Q1: 87,121 shares; 2025Q2: 105,971 shares; 2025Q3: 118,746 shares 118,746 $1.4M 0.02% +12,775 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,193 shares; 2024Q4: 12,497 shares; 2025Q1: 11,436 shares; 2025Q2: 14,050 shares; 2025Q3: 15,613 shares 15,613 $1.4M 0.02% +1,563 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 9,467 shares; 2025Q1: 9,652 shares; 2025Q2: 9,593 shares; 2025Q3: 9,813 shares 9,813 $1.4M 0.02% +220 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,325 shares; 2024Q4: 83,775 shares; 2025Q1: 88,120 shares; 2025Q2: 90,955 shares; 2025Q3: 89,495 shares 89,495 $1.4M 0.02% -1,460 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,900 shares 13,900 $1.39M 0.02% new 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: 25,066 shares; 2024Q4: 25,094 shares; 2025Q1: 23,384 shares; 2025Q2: 23,012 shares; 2025Q3: 22,463 shares 22,463 $1.39M 0.02% -549 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: 8,545 shares; 2024Q4: 15,295 shares; 2025Q1: 9,920 shares; 2025Q2: 7,774 shares; 2025Q3: 15,691 shares 15,691 $1.39M 0.02% +7,917 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,371 shares; 2025Q2: 17,794 shares; 2025Q3: 16,884 shares 16,884 $1.38M 0.02% -910 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 5,543 shares; 2025Q1: 5,056 shares; 2025Q2: 4,934 shares; 2025Q3: 9,891 shares 9,891 $1.37M 0.02% +4,957 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: 5,675 shares; 2025Q3: 39,650 shares 39,650 $1.37M 0.02% +33,975 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: 13,400 shares; 2024Q4: 18,294 shares; 2025Q1: 26,069 shares; 2025Q2: 29,572 shares; 2025Q3: 29,460 shares 29,460 $1.37M 0.02% -112 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,483 shares; 2025Q1: 23,240 shares; 2025Q2: 18,412 shares; 2025Q3: 15,940 shares 15,940 $1.37M 0.02% -2,472 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,602 shares; 2025Q1: 8,857 shares; 2025Q2: 8,857 shares; 2025Q3: 8,798 shares 8,798 $1.37M 0.02% -59 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,823 shares; 2025Q1: 8,179 shares; 2025Q2: 8,517 shares; 2025Q3: 8,757 shares 8,757 $1.36M 0.02% +240 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,614 shares; 2025Q1: 73,116 shares; 2025Q2: 85,274 shares; 2025Q3: 81,139 shares 81,139 $1.36M 0.02% -4,135 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,120 shares; 2024Q4: 12,266 shares; 2025Q1: 11,238 shares; 2025Q2: 11,167 shares; 2025Q3: 12,208 shares 12,208 $1.36M 0.02% +1,041 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 3,458 shares; 2025Q2: 9,150 shares; 2025Q3: 10,493 shares 10,493 $1.36M 0.02% +1,343 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: 8,726 shares; 2024Q4: 8,739 shares; 2025Q1: 8,732 shares; 2025Q2: 8,715 shares; 2025Q3: 8,402 shares 8,402 $1.35M 0.02% -313 Timeline SMHI SEACOR MARINE HLDGS INC More: the full row for SEACOR MARINE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,100 shares; 2025Q1: 155,200 shares; 2025Q2: 197,400 shares; 2025Q3: 207,500 shares 207,500 $1.35M 0.02% +10,100 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,759 shares; 2024Q4: 107,191 shares; 2025Q1: 105,508 shares; 2025Q2: 107,014 shares; 2025Q3: 109,281 shares 109,281 $1.34M 0.02% +2,267 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 4,396 shares; 2025Q1: 8,216 shares; 2025Q2: 9,812 shares; 2025Q3: 12,431 shares 12,431 $1.34M 0.02% +2,619 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: 33,953 shares; 2024Q4: 33,136 shares; 2025Q1: 31,013 shares; 2025Q2: 13,791 shares; 2025Q3: 12,738 shares 12,738 $1.34M 0.02% -1,053 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 143,122 shares; 2025Q3: 147,509 shares 147,509 $1.34M 0.02% +4,387 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,290 shares; 2024Q4: 70,972 shares; 2025Q1: 77,476 shares; 2025Q2: 73,828 shares; 2025Q3: 61,533 shares 61,533 $1.33M 0.02% -12,295 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,779 shares; 2025Q1: 2,938 shares; 2025Q2: 2,859 shares; 2025Q3: 4,839 shares 4,839 $1.33M 0.02% +1,980 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 221 shares; 2025Q2: 168 shares; 2025Q3: 246 shares 246 $1.33M 0.02% +78 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: 4,360 shares; 2024Q4: 4,394 shares; 2025Q1: 5,278 shares; 2025Q2: 4,845 shares; 2025Q3: 4,843 shares 4,843 $1.33M 0.02% -2 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,635 shares; 2024Q4: 27,031 shares; 2025Q1: 50,727 shares; 2025Q2: 53,576 shares; 2025Q3: 57,971 shares 57,971 $1.32M 0.02% +4,395 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 9,193 shares; 2025Q1: 4,614 shares; 2025Q2: 14,708 shares; 2025Q3: 4,241 shares 4,241 $1.32M 0.02% -10,467 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,077 shares; 2024Q4: 21,100 shares; 2025Q1: 30,603 shares; 2025Q2: 29,041 shares; 2025Q3: 35,358 shares 35,358 $1.31M 0.02% +6,317 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: 12,514 shares; 2024Q4: 13,414 shares; 2025Q1: 13,114 shares; 2025Q2: 14,502 shares; 2025Q3: 18,174 shares 18,174 $1.31M 0.02% +3,672 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 3,358 shares; 2025Q1: 4,214 shares; 2025Q2: 2,661 shares; 2025Q3: 4,340 shares 4,340 $1.3M 0.02% +1,679 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,806 shares; 2024Q4: 27,112 shares; 2025Q1: 28,362 shares; 2025Q2: 27,362 shares; 2025Q3: 68,596 shares 68,596 $1.3M 0.02% +41,234 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,995 shares; 2024Q4: 33,992 shares; 2025Q1: 64,308 shares; 2025Q2: 64,763 shares; 2025Q3: 67,063 shares 67,063 $1.29M 0.02% +2,300 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 2,843 shares; 2025Q3: 4,741 shares 4,741 $1.29M 0.02% +1,898 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 11,983 shares; 2025Q2: 52,434 shares; 2025Q3: 60,935 shares 60,935 $1.29M 0.02% +8,501 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,071 shares; 2024Q4: 12,425 shares; 2025Q1: 10,546 shares; 2025Q2: 12,242 shares; 2025Q3: 12,765 shares 12,765 $1.29M 0.02% +523 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,655 shares; 2024Q4: 45,362 shares; 2025Q1: 36,830 shares; 2025Q2: 42,118 shares; 2025Q3: 52,720 shares 52,720 $1.28M 0.02% +10,602 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,812 shares; 2024Q4: 269,938 shares; 2025Q1: 277,663 shares; 2025Q2: 353,012 shares; 2025Q3: 346,770 shares 346,770 $1.28M 0.02% -6,242 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,551 shares; 2024Q4: 26,551 shares; 2025Q1: 26,647 shares; 2025Q2: 26,378 shares; 2025Q3: 26,001 shares 26,001 $1.27M 0.02% -377 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,210 shares; 2025Q1: 61,206 shares; 2025Q2: 64,356 shares; 2025Q3: 65,067 shares 65,067 $1.27M 0.02% +711 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 6,063 shares; 2025Q1: 5,513 shares; 2025Q2: 26,655 shares; 2025Q3: 26,776 shares 26,776 $1.27M 0.02% +121 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: 42,411 shares; 2024Q4: 42,530 shares; 2025Q1: 33,530 shares; 2025Q2: 34,923 shares; 2025Q3: 18,896 shares 18,896 $1.27M 0.02% -16,027 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,091 shares; 2024Q4: 67,712 shares; 2025Q1: 66,533 shares; 2025Q2: 64,895 shares; 2025Q3: 59,890 shares 59,890 $1.27M 0.02% -5,005 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,268 shares; 2024Q4: 16,248 shares; 2025Q1: 15,823 shares; 2025Q2: 14,216 shares; 2025Q3: 17,965 shares 17,965 $1.26M 0.02% +3,749 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,240 shares; 2024Q4: 18,407 shares; 2025Q1: 15,644 shares; 2025Q2: 18,273 shares; 2025Q3: 16,786 shares 16,786 $1.26M 0.02% -1,487 Timeline HYEM 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: 38,457 shares; 2024Q4: 54,340 shares; 2025Q1: 58,348 shares; 2025Q2: 63,227 shares; 2025Q3: 62,844 shares 62,844 $1.26M 0.02% -383 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,113 shares; 2024Q4: 46,506 shares; 2025Q1: 3,259 shares; 2025Q2: 10,946 shares; 2025Q3: 11,238 shares 11,238 $1.26M 0.02% +292 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: 21,642 shares; 2024Q4: 18,942 shares; 2025Q1: 19,817 shares; 2025Q2: 19,467 shares; 2025Q3: 18,267 shares 18,267 $1.25M 0.02% -1,200 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,944 shares; 2024Q4: 28,113 shares; 2025Q1: 27,601 shares; 2025Q2: 25,124 shares; 2025Q3: 23,749 shares 23,749 $1.25M 0.02% -1,375 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 27,324 shares; 2025Q1: 27,846 shares; 2025Q2: 27,953 shares; 2025Q3: 26,953 shares 26,953 $1.25M 0.02% -1,000 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,497 shares; 2025Q1: 10,475 shares; 2025Q2: 10,455 shares; 2025Q3: 10,385 shares 10,385 $1.25M 0.02% -70 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,678 shares; 2025Q2: 56,137 shares; 2025Q3: 67,301 shares 67,301 $1.24M 0.02% +11,164 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,077 shares; 2024Q4: 38,092 shares; 2025Q1: 34,748 shares; 2025Q2: 23,464 shares; 2025Q3: 18,567 shares 18,567 $1.24M 0.02% -4,897 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,134 shares; 2025Q1: 9,144 shares; 2025Q2: 43,409 shares; 2025Q3: 49,149 shares 49,149 $1.24M 0.02% +5,740 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,342 shares; 2024Q4: 26,345 shares; 2025Q1: 22,047 shares; 2025Q2: 24,349 shares; 2025Q3: 24,654 shares 24,654 $1.24M 0.02% +305 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,665 shares 63,665 $1.23M 0.02% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,623 shares; 2024Q4: 57,243 shares; 2025Q1: 70,206 shares; 2025Q2: 75,855 shares; 2025Q3: 81,851 shares 81,851 $1.23M 0.02% +5,996 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,885 shares 29,885 $1.23M 0.02% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,674 shares; 2024Q4: 7,665 shares; 2025Q1: 13,680 shares; 2025Q2: 14,626 shares; 2025Q3: 21,450 shares 21,450 $1.23M 0.02% +6,824 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,198 shares; 2025Q1: 6,467 shares; 2025Q2: 6,582 shares; 2025Q3: 6,256 shares 6,256 $1.22M 0.01% -326 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,577 shares; 2024Q4: 10,771 shares; 2025Q1: 10,860 shares; 2025Q2: 9,541 shares; 2025Q3: 9,523 shares 9,523 $1.22M 0.01% -18 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,511 shares; 2025Q3: 48,698 shares 48,698 $1.22M 0.01% +11,187 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,163 shares; 2024Q4: 59,427 shares; 2025Q1: 66,983 shares; 2025Q2: 71,371 shares; 2025Q3: 76,008 shares 76,008 $1.22M 0.01% +4,637 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: 77,607 shares; 2025Q1: 77,439 shares; 2025Q2: 79,968 shares; 2025Q3: 78,882 shares 78,882 $1.21M 0.01% -1,086 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,028 shares; 2025Q2: 31,000 shares; 2025Q3: 30,000 shares 30,000 $1.21M 0.01% -1,000 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: 17,662 shares; 2024Q4: 14,851 shares; 2025Q1: 5,573 shares; 2025Q2: 5,454 shares; 2025Q3: 7,116 shares 7,116 $1.21M 0.01% +1,662 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: 10,914 shares; 2024Q4: 34,934 shares; 2025Q1: 36,376 shares; 2025Q2: 57,259 shares; 2025Q3: 54,373 shares 54,373 $1.2M 0.01% -2,886 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,019 shares; 2024Q4: 21,922 shares; 2025Q1: 23,189 shares; 2025Q2: 21,310 shares; 2025Q3: 19,885 shares 19,885 $1.2M 0.01% -1,425 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,522 shares; 2025Q2: 2,626 shares; 2025Q3: 2,818 shares 2,818 $1.2M 0.01% +192 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 4,455 shares; 2025Q1: 4,452 shares; 2025Q2: 6,658 shares; 2025Q3: 7,101 shares 7,101 $1.2M 0.01% +443 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,216 shares; 2025Q2: 10,163 shares; 2025Q3: 8,015 shares 8,015 $1.19M 0.01% -2,148 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 12,500 shares; 2025Q1: 10,000 shares; 2025Q2: 43,595 shares; 2025Q3: 20,100 shares 20,100 $1.19M 0.01% -23,495 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,992 shares; 2024Q4: 95,321 shares; 2025Q1: 35,970 shares; 2025Q2: 28,159 shares; 2025Q3: 28,314 shares 28,314 $1.19M 0.01% +155 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: 106,481 shares; 2024Q4: 111,717 shares; 2025Q1: 106,415 shares; 2025Q2: 121,343 shares; 2025Q3: 99,690 shares 99,690 $1.19M 0.01% -21,653 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,018 shares; 2024Q4: 15,385 shares; 2025Q1: 239,543 shares; 2025Q2: not reported; 2025Q3: 244,297 shares 244,297 $1.19M 0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,065 shares; 2024Q4: 67,521 shares; 2025Q1: 74,100 shares; 2025Q2: 16,574 shares; 2025Q3: 15,838 shares 15,838 $1.19M 0.01% -736 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,026 shares; 2024Q4: 52,046 shares; 2025Q1: 57,509 shares; 2025Q2: 55,808 shares; 2025Q3: 61,981 shares 61,981 $1.19M 0.01% +6,173 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,730 shares; 2024Q4: 54,847 shares; 2025Q1: 72,839 shares; 2025Q2: 99,037 shares; 2025Q3: 130,408 shares 130,408 $1.19M 0.01% +31,371 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,565 shares; 2025Q1: 66,943 shares; 2025Q2: 65,649 shares; 2025Q3: 64,437 shares 64,437 $1.18M 0.01% -1,212 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: 17,320 shares; 2024Q4: 18,584 shares; 2025Q1: 22,338 shares; 2025Q2: 21,645 shares; 2025Q3: 22,332 shares 22,332 $1.17M 0.01% +687 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,914 shares; 2025Q1: 30,983 shares; 2025Q2: 32,894 shares; 2025Q3: 41,838 shares 41,838 $1.17M 0.01% +8,944 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,659 shares; 2024Q4: 102,352 shares; 2025Q1: 95,913 shares; 2025Q2: 97,310 shares; 2025Q3: 99,556 shares 99,556 $1.16M 0.01% +2,246 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,753 shares; 2024Q4: 51,913 shares; 2025Q1: 23,319 shares; 2025Q2: 16,560 shares; 2025Q3: 12,733 shares 12,733 $1.16M 0.01% -3,827 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,264 shares; 2025Q2: 4,259 shares; 2025Q3: 4,432 shares 4,432 $1.16M 0.01% +173 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,812 shares; 2025Q3: 32,287 shares 32,287 $1.16M 0.01% +17,475 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,693 shares; 2025Q2: 6,106 shares; 2025Q3: 14,089 shares 14,089 $1.16M 0.01% +7,983 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,960 shares; 2024Q4: 76,826 shares; 2025Q1: 79,676 shares; 2025Q2: 79,592 shares; 2025Q3: 79,819 shares 79,819 $1.16M 0.01% +227 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 5,648 shares; 2025Q1: 7,313 shares; 2025Q2: 10,593 shares; 2025Q3: 11,164 shares 11,164 $1.15M 0.01% +571 Timeline TYRA TYRA BIOSCIENCES INC More: the full row for TYRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,806 shares; 2024Q4: 75,439 shares; 2025Q1: 74,805 shares; 2025Q2: 74,033 shares; 2025Q3: 82,238 shares 82,238 $1.15M 0.01% +8,205 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,674 shares; 2024Q4: 28,221 shares; 2025Q1: 13,770 shares; 2025Q2: 18,470 shares; 2025Q3: 23,267 shares 23,267 $1.15M 0.01% +4,797 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,154 shares; 2025Q3: 10,167 shares 10,167 $1.14M 0.01% +3,013 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 8,910 shares; 2025Q1: 8,502 shares; 2025Q2: 8,124 shares; 2025Q3: 8,175 shares 8,175 $1.14M 0.01% +51 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,453 shares; 2024Q4: 21,476 shares; 2025Q1: 20,937 shares; 2025Q2: 22,155 shares; 2025Q3: 21,363 shares 21,363 $1.14M 0.01% -792 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 4,981 shares; 2025Q1: 5,005 shares; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares 5,001 $1.13M 0.01% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,656 shares; 2024Q4: 57,472 shares; 2025Q1: 54,366 shares; 2025Q2: 26,388 shares; 2025Q3: 26,974 shares 26,974 $1.13M 0.01% +586 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: 10,590 shares; 2024Q4: 8,491 shares; 2025Q1: 8,689 shares; 2025Q2: 8,012 shares; 2025Q3: 6,374 shares 6,374 $1.13M 0.01% -1,638 Timeline CLOU 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: 136,283 shares; 2024Q4: 117,656 shares; 2025Q1: 53,677 shares; 2025Q2: 49,134 shares; 2025Q3: 48,506 shares 48,506 $1.13M 0.01% -628 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 15,760 shares; 2025Q1: 15,752 shares; 2025Q2: 14,065 shares; 2025Q3: 14,523 shares 14,523 $1.13M 0.01% +458 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,075 shares 10,075 $1.13M 0.01% new 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: 13,765 shares; 2024Q4: 13,929 shares; 2025Q1: 13,621 shares; 2025Q2: 14,006 shares; 2025Q3: 14,363 shares 14,363 $1.13M 0.01% +357 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,253 shares; 2024Q4: 12,550 shares; 2025Q1: 15,090 shares; 2025Q2: 16,463 shares; 2025Q3: 16,603 shares 16,603 $1.12M 0.01% +140 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW 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: 52,920 shares; 2025Q2: 32,858 shares; 2025Q3: 39,595 shares 39,595 $1.12M 0.01% +6,737 Timeline DOG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,863 shares 45,863 $1.12M 0.01% new Timeline VEU 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: 36,970 shares; 2024Q4: 19,398 shares; 2025Q1: 17,278 shares; 2025Q2: 15,788 shares; 2025Q3: 15,638 shares 15,638 $1.12M 0.01% -150 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 23,744 shares; 2025Q1: 25,844 shares; 2025Q2: 25,844 shares; 2025Q3: 25,844 shares 25,844 $1.11M 0.01% 0 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: 8,148 shares; 2024Q4: 6,265 shares; 2025Q1: 8,161 shares; 2025Q2: 9,209 shares; 2025Q3: 11,901 shares 11,901 $1.11M 0.01% +2,692 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,331 shares; 2024Q4: 166,602 shares; 2025Q1: 163,953 shares; 2025Q2: 170,530 shares; 2025Q3: 178,691 shares 178,691 $1.11M 0.01% +8,161 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,518 shares; 2024Q4: 51,018 shares; 2025Q1: 50,218 shares; 2025Q2: 90,624 shares; 2025Q3: 96,527 shares 96,527 $1.1M 0.01% +5,903 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,911 shares; 2024Q4: 8,561 shares; 2025Q1: 9,760 shares; 2025Q2: 11,465 shares; 2025Q3: 19,172 shares 19,172 $1.1M 0.01% +7,707 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,450 shares; 2025Q2: 21,000 shares; 2025Q3: 20,650 shares 20,650 $1.1M 0.01% -350 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY 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: 10,662 shares; 2025Q1: 20,703 shares; 2025Q2: 17,404 shares; 2025Q3: 31,115 shares 31,115 $1.1M 0.01% +13,711 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,900 shares; 2025Q1: 100,600 shares; 2025Q2: 105,200 shares; 2025Q3: 126,175 shares 126,175 $1.1M 0.01% +20,975 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: 31,112 shares; 2024Q4: 47,760 shares; 2025Q1: 49,996 shares; 2025Q2: 54,132 shares; 2025Q3: 52,428 shares 52,428 $1.1M 0.01% -1,704 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 6,333 shares; 2025Q1: 7,692 shares; 2025Q2: 7,868 shares; 2025Q3: 7,823 shares 7,823 $1.09M 0.01% -45 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 9,325 shares; 2025Q1: 9,558 shares; 2025Q2: 5,403 shares; 2025Q3: 9,069 shares 9,069 $1.09M 0.01% +3,666 Timeline QSPT 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: 33,936 shares; 2024Q4: 35,334 shares; 2025Q1: 35,435 shares; 2025Q2: 35,109 shares; 2025Q3: 35,050 shares 35,050 $1.09M 0.01% -59 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: 14,774 shares; 2024Q4: 18,161 shares; 2025Q1: 22,488 shares; 2025Q2: 22,471 shares; 2025Q3: 17,788 shares 17,788 $1.08M 0.01% -4,683 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,985 shares; 2025Q2: 50,397 shares; 2025Q3: 50,022 shares 50,022 $1.08M 0.01% -375 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 19,765 shares; 2025Q1: not reported; 2025Q2: 19,941 shares; 2025Q3: 36,174 shares 36,174 $1.08M 0.01% +16,233 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: 2,888 shares; 2024Q4: 2,939 shares; 2025Q1: 7,334 shares; 2025Q2: 6,771 shares; 2025Q3: 5,170 shares 5,170 $1.08M 0.01% -1,601 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 7,293 shares; 2025Q1: 11,013 shares; 2025Q2: 11,571 shares; 2025Q3: 13,453 shares 13,453 $1.07M 0.01% +1,882 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,413 shares; 2024Q4: 31,482 shares; 2025Q1: 30,947 shares; 2025Q2: 31,822 shares; 2025Q3: 31,801 shares 31,801 $1.07M 0.01% -21 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,990 shares; 2024Q4: 22,856 shares; 2025Q1: 28,528 shares; 2025Q2: 29,522 shares; 2025Q3: 29,733 shares 29,733 $1.07M 0.01% +211 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: 25,559 shares; 2024Q4: 26,909 shares; 2025Q1: 35,552 shares; 2025Q2: 38,504 shares; 2025Q3: 41,469 shares 41,469 $1.06M 0.01% +2,965 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: 29,527 shares; 2024Q4: 30,632 shares; 2025Q1: 16,326 shares; 2025Q2: 16,261 shares; 2025Q3: 15,716 shares 15,716 $1.06M 0.01% -545 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,010 shares; 2025Q1: 2,655 shares; 2025Q2: 3,193 shares; 2025Q3: 6,468 shares 6,468 $1.06M 0.01% +3,275 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 16,680 shares; 2025Q1: 16,602 shares; 2025Q2: 16,608 shares; 2025Q3: 16,588 shares 16,588 $1.06M 0.01% -20 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 6,765 shares; 2025Q1: 4,643 shares; 2025Q2: 4,609 shares; 2025Q3: 5,384 shares 5,384 $1.04M 0.01% +775 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,494 shares 17,494 $1.04M 0.01% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,869 shares 5,869 $1.04M 0.01% new 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: 11,423 shares; 2024Q4: 12,065 shares; 2025Q1: 6,322 shares; 2025Q2: 6,425 shares; 2025Q3: 5,829 shares 5,829 $1.03M 0.01% -596 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,391 shares; 2025Q3: 91,607 shares 91,607 $1.03M 0.01% +39,216 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,428 shares; 2025Q1: 8,428 shares; 2025Q2: 8,428 shares; 2025Q3: 8,532 shares 8,532 $1.03M 0.01% +104 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,870 shares; 2025Q1: 1,666 shares; 2025Q2: 3,362 shares; 2025Q3: 3,446 shares 3,446 $1.03M 0.01% +84 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,483 shares 7,483 $1.02M 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,103 shares; 2024Q4: 12,548 shares; 2025Q1: 12,083 shares; 2025Q2: 14,906 shares; 2025Q3: 14,183 shares 14,183 $1.02M 0.01% -723 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: 26,672 shares; 2024Q4: 35,879 shares; 2025Q1: 40,051 shares; 2025Q2: 41,178 shares; 2025Q3: 43,471 shares 43,471 $1.02M 0.01% +2,293 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,551 shares; 2024Q4: 92,851 shares; 2025Q1: 99,331 shares; 2025Q2: 117,631 shares; 2025Q3: 131,835 shares 131,835 $1.02M 0.01% +14,204 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: 7,326 shares; 2024Q4: 7,326 shares; 2025Q1: 7,122 shares; 2025Q2: 6,897 shares; 2025Q3: 6,897 shares 6,897 $1.02M 0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,621 shares; 2024Q4: 35,445 shares; 2025Q1: 32,907 shares; 2025Q2: 29,185 shares; 2025Q3: 28,738 shares 28,738 $1.02M 0.01% -447 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,322 shares; 2024Q4: 46,096 shares; 2025Q1: 49,646 shares; 2025Q2: 69,409 shares; 2025Q3: 83,724 shares 83,724 $1.02M 0.01% +14,315 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: 5,526 shares; 2024Q4: 5,503 shares; 2025Q1: 5,826 shares; 2025Q2: 5,933 shares; 2025Q3: 5,015 shares 5,015 $1.01M 0.01% -918 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,888 shares; 2025Q3: 30,818 shares 30,818 $1.01M 0.01% -1,070 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,960 shares; 2025Q1: 18,960 shares; 2025Q2: 18,960 shares; 2025Q3: 19,373 shares 19,373 $1.01M 0.01% +413 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,886 shares; 2024Q4: 26,718 shares; 2025Q1: 33,187 shares; 2025Q2: 35,356 shares; 2025Q3: 42,118 shares 42,118 $1.01M 0.01% +6,762 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,289 shares; 2024Q4: 92,390 shares; 2025Q1: 81,665 shares; 2025Q2: 40,940 shares; 2025Q3: 38,690 shares 38,690 $1M 0.01% -2,250 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: 21,467 shares; 2024Q4: 21,454 shares; 2025Q1: 26,358 shares; 2025Q2: 21,943 shares; 2025Q3: 10,615 shares 10,615 $1M 0.01% -11,328 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: 8,444 shares; 2024Q4: 9,250 shares; 2025Q1: 8,970 shares; 2025Q2: 9,559 shares; 2025Q3: 10,206 shares 10,206 $1M 0.01% +647 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,602 shares; 2025Q2: 19,801 shares; 2025Q3: 19,401 shares 19,401 $999K 0.01% -400 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,075 shares; 2025Q2: 56,175 shares; 2025Q3: 48,775 shares 48,775 $999K 0.01% -7,400 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,287 shares; 2025Q2: 32,088 shares; 2025Q3: 32,058 shares 32,058 $998K 0.01% -30 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,297 shares; 2024Q4: 49,480 shares; 2025Q1: 51,234 shares; 2025Q2: 48,664 shares; 2025Q3: 48,667 shares 48,667 $993K 0.01% +3 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,025 shares; 2025Q1: 11,225 shares; 2025Q2: 21,275 shares; 2025Q3: 25,050 shares 25,050 $990K 0.01% +3,775 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,704 shares; 2025Q3: 8,841 shares 8,841 $983K 0.01% +137 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,672 shares; 2024Q4: 123,135 shares; 2025Q1: 116,506 shares; 2025Q2: 92,741 shares; 2025Q3: 96,684 shares 96,684 $983K 0.01% +3,943 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,846 shares; 2024Q4: 19,791 shares; 2025Q1: 33,906 shares; 2025Q2: 52,057 shares; 2025Q3: 63,050 shares 63,050 $982K 0.01% +10,993 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 7,393 shares 7,393 $980K 0.01% +1,743 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,454 shares; 2024Q4: 10,139 shares; 2025Q1: 12,220 shares; 2025Q2: 13,105 shares; 2025Q3: 9,198 shares 9,198 $979K 0.01% -3,907 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,190 shares; 2024Q4: 19,072 shares; 2025Q1: 20,099 shares; 2025Q2: 19,920 shares; 2025Q3: 19,886 shares 19,886 $979K 0.01% -34 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 6,038 shares; 2025Q1: 10,340 shares; 2025Q2: 7,082 shares; 2025Q3: 8,291 shares 8,291 $978K 0.01% +1,209 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 16,051 shares; 2025Q1: 15,600 shares; 2025Q2: 12,283 shares; 2025Q3: 9,989 shares 9,989 $977K 0.01% -2,294 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,630 shares; 2025Q1: 11,480 shares; 2025Q2: 11,480 shares; 2025Q3: 11,705 shares 11,705 $977K 0.01% +225 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,408 shares; 2024Q4: 104,231 shares; 2025Q1: 129,195 shares; 2025Q2: 162,536 shares; 2025Q3: 135,413 shares 135,413 $976K 0.01% -27,123 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,908 shares 31,908 $976K 0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,996 shares; 2025Q1: 28,306 shares; 2025Q2: 18,425 shares; 2025Q3: 18,625 shares 18,625 $975K 0.01% +200 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,122 shares; 2025Q3: 34,822 shares 34,822 $974K 0.01% -300 Timeline VLN VALENS SEMICONDUCTOR LTD More: the full row for VALENS SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,642 shares; 2024Q4: 273,797 shares; 2025Q1: 284,608 shares; 2025Q2: 250,072 shares; 2025Q3: 541,148 shares 541,148 $969K 0.01% +291,076 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,359 shares; 2024Q4: 17,672 shares; 2025Q1: 24,445 shares; 2025Q2: 25,432 shares; 2025Q3: 23,949 shares 23,949 $966K 0.01% -1,483 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 12,101 shares; 2025Q1: 12,135 shares; 2025Q2: 11,464 shares; 2025Q3: 10,742 shares 10,742 $962K 0.01% -722 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,680 shares 56,680 $960K 0.01% new Timeline IYZ 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: 21,292 shares; 2025Q2: 21,280 shares; 2025Q3: 29,722 shares 29,722 $959K 0.01% +8,442 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 12,979 shares; 2025Q1: 12,810 shares; 2025Q2: 10,480 shares; 2025Q3: 10,995 shares 10,995 $957K 0.01% +515 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,341 shares; 2024Q4: 53,618 shares; 2025Q1: 56,110 shares; 2025Q2: 56,517 shares; 2025Q3: 57,017 shares 57,017 $953K 0.01% +500 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,703 shares; 2024Q4: 26,820 shares; 2025Q1: 160,326 shares; 2025Q2: 158,868 shares; 2025Q3: 150,151 shares 150,151 $952K 0.01% -8,717 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,177 shares; 2025Q1: 5,893 shares; 2025Q2: 12,439 shares; 2025Q3: 5,046 shares 5,046 $947K 0.01% -7,393 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: 28,976 shares; 2024Q4: 28,900 shares; 2025Q1: 24,779 shares; 2025Q2: 3,496 shares; 2025Q3: 4,119 shares 4,119 $946K 0.01% +623 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 5,384 shares; 2025Q1: 4,834 shares; 2025Q2: 5,017 shares; 2025Q3: 12,848 shares 12,848 $945K 0.01% +7,831 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: 87,473 shares; 2024Q4: 56,377 shares; 2025Q1: 56,998 shares; 2025Q2: 58,262 shares; 2025Q3: 82,946 shares 82,946 $945K 0.01% +24,684 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: 39,466 shares; 2024Q4: 40,381 shares; 2025Q1: 42,802 shares; 2025Q2: 44,384 shares; 2025Q3: 44,471 shares 44,471 $944K 0.01% +87 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,580 shares; 2024Q4: 40,271 shares; 2025Q1: 37,448 shares; 2025Q2: 10,087 shares; 2025Q3: 12,182 shares 12,182 $943K 0.01% +2,095 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,105 shares; 2024Q4: 15,316 shares; 2025Q1: 15,389 shares; 2025Q2: 14,642 shares; 2025Q3: 12,810 shares 12,810 $939K 0.01% -1,832 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 3,876 shares; 2025Q1: 3,985 shares; 2025Q2: 3,929 shares; 2025Q3: 3,925 shares 3,925 $935K 0.01% -4 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: 33,393 shares; 2024Q4: 20,885 shares; 2025Q1: 25,161 shares; 2025Q2: 20,962 shares; 2025Q3: 20,759 shares 20,759 $934K 0.01% -203 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,957 shares; 2024Q4: 66,003 shares; 2025Q1: 65,456 shares; 2025Q2: 65,456 shares; 2025Q3: 65,442 shares 65,442 $933K 0.01% -14 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,800 shares; 2025Q1: 82,628 shares; 2025Q2: 94,872 shares; 2025Q3: 108,986 shares 108,986 $932K 0.01% +14,114 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,883 shares 33,883 $931K 0.01% new Timeline ICVT 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: 23,015 shares; 2024Q4: 22,777 shares; 2025Q1: 19,627 shares; 2025Q2: 9,181 shares; 2025Q3: 9,283 shares 9,283 $929K 0.01% +102 Timeline PPH 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: 13,445 shares; 2024Q4: 13,210 shares; 2025Q1: 10,883 shares; 2025Q2: 11,111 shares; 2025Q3: 10,252 shares 10,252 $926K 0.01% -859 Timeline SMWB SIMILARWEB LTD More: the full row for SIMILARWEB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,607 shares; 2024Q4: 111,149 shares; 2025Q1: 105,045 shares; 2025Q2: 104,389 shares; 2025Q3: 99,602 shares 99,602 $926K 0.01% -4,787 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,656 shares; 2025Q1: 33,982 shares; 2025Q2: 33,619 shares; 2025Q3: 33,343 shares 33,343 $926K 0.01% -276 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,046 shares; 2024Q4: 31,698 shares; 2025Q1: 36,092 shares; 2025Q2: 34,642 shares; 2025Q3: 31,469 shares 31,469 $925K 0.01% -3,173 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,975 shares; 2024Q4: 11,881 shares; 2025Q1: 17,808 shares; 2025Q2: 27,070 shares; 2025Q3: 11,389 shares 11,389 $923K 0.01% -15,681 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,409 shares; 2025Q1: not reported; 2025Q2: 7,376 shares; 2025Q3: 10,151 shares 10,151 $921K 0.01% +2,775 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: 15,063 shares; 2024Q4: 13,664 shares; 2025Q1: 15,209 shares; 2025Q2: 18,352 shares; 2025Q3: 16,951 shares 16,951 $920K 0.01% -1,401 Timeline EIPI 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: 127,028 shares; 2024Q4: 139,045 shares; 2025Q1: 188,337 shares; 2025Q2: 189,379 shares; 2025Q3: 46,352 shares 46,352 $919K 0.01% -143,027 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: 816 shares; 2024Q4: 2,416 shares; 2025Q1: 2,786 shares; 2025Q2: 2,636 shares; 2025Q3: 2,572 shares 2,572 $917K 0.01% -64 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: 19,192 shares; 2024Q4: 12,986 shares; 2025Q1: 8,974 shares; 2025Q2: 9,160 shares; 2025Q3: 8,991 shares 8,991 $917K 0.01% -169 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,205 shares; 2024Q4: 16,205 shares; 2025Q1: 16,213 shares; 2025Q2: 16,205 shares; 2025Q3: 11,005 shares 11,005 $916K 0.01% -5,200 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 7,810 shares; 2025Q1: 7,110 shares; 2025Q2: 3,720 shares; 2025Q3: 4,113 shares 4,113 $914K 0.01% +393 Timeline PSLV 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: 53,132 shares; 2024Q4: 53,074 shares; 2025Q1: 58,210 shares; 2025Q2: 60,285 shares; 2025Q3: 58,165 shares 58,165 $913K 0.01% -2,120 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,089 shares; 2024Q4: 19,420 shares; 2025Q1: 19,181 shares; 2025Q2: 19,635 shares; 2025Q3: 20,668 shares 20,668 $913K 0.01% +1,033 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,327 shares; 2025Q1: 3,800 shares; 2025Q2: 3,789 shares; 2025Q3: 4,373 shares 4,373 $913K 0.01% +584 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 6,007 shares; 2025Q1: 1,821 shares; 2025Q2: 1,848 shares; 2025Q3: 1,877 shares 1,877 $911K 0.01% +29 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,702 shares; 2025Q1: 3,258 shares; 2025Q2: 4,943 shares; 2025Q3: 3,519 shares 3,519 $909K 0.01% -1,424 Timeline BIV 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: 10,332 shares; 2024Q4: 10,527 shares; 2025Q1: 11,336 shares; 2025Q2: 11,479 shares; 2025Q3: 11,564 shares 11,564 $903K 0.01% +85 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,947 shares; 2024Q4: 81,403 shares; 2025Q1: 100,437 shares; 2025Q2: 99,825 shares; 2025Q3: 98,668 shares 98,668 $903K 0.01% -1,157 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,306 shares; 2025Q3: 16,656 shares 16,656 $903K 0.01% +350 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 7,541 shares; 2025Q1: 7,548 shares; 2025Q2: 7,273 shares; 2025Q3: 7,195 shares 7,195 $902K 0.01% -78 Timeline TARA PROTARA THERAPEUTICS INC More: the full row for PROTARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,125 shares; 2024Q4: 201,426 shares; 2025Q1: 186,564 shares; 2025Q2: 246,064 shares; 2025Q3: 206,973 shares 206,973 $900K 0.01% -39,091 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 24,337 shares; 2025Q1: 36,908 shares; 2025Q2: 49,499 shares; 2025Q3: 59,906 shares 59,906 $899K 0.01% +10,407 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,674 shares; 2024Q4: 82,872 shares; 2025Q1: 82,569 shares; 2025Q2: 83,517 shares; 2025Q3: 89,680 shares 89,680 $898K 0.01% +6,163 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 7,214 shares; 2025Q1: 6,248 shares; 2025Q2: 9,116 shares; 2025Q3: 9,431 shares 9,431 $897K 0.01% +315 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,348 shares 20,348 $894K 0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 43,214 shares; 2025Q2: 43,228 shares; 2025Q3: 39,426 shares 39,426 $891K 0.01% -3,802 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,506 shares; 2025Q1: not reported; 2025Q2: 25,994 shares; 2025Q3: 29,654 shares 29,654 $891K 0.01% +3,660 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: 3,577 shares; 2024Q4: not reported; 2025Q1: 3,740 shares; 2025Q2: 3,564 shares; 2025Q3: 3,624 shares 3,624 $890K 0.01% +60 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: 22,907 shares; 2024Q4: 22,934 shares; 2025Q1: 10,963 shares; 2025Q2: 10,799 shares; 2025Q3: 8,545 shares 8,545 $886K 0.01% -2,254 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 3,313 shares; 2025Q1: 3,306 shares; 2025Q2: 3,265 shares; 2025Q3: 3,395 shares 3,395 $883K 0.01% +130 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,965 shares 16,965 $881K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,118 shares; 2025Q3: 42,600 shares 42,600 $881K 0.01% +482 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 13,487 shares 13,487 $877K 0.01% +8,068 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: 6,943 shares; 2024Q4: 38,302 shares; 2025Q1: 14,087 shares; 2025Q2: 15,011 shares; 2025Q3: 20,879 shares 20,879 $877K 0.01% +5,868 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 66,691 shares; 2025Q1: 70,050 shares; 2025Q2: 64,700 shares; 2025Q3: 62,429 shares 62,429 $868K 0.01% -2,271 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: 4,722 shares; 2024Q4: 11,603 shares; 2025Q1: 5,626 shares; 2025Q2: 5,914 shares; 2025Q3: 8,656 shares 8,656 $866K 0.01% +2,742 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $864K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 9,763 shares; 2025Q1: 11,708 shares; 2025Q2: 13,796 shares; 2025Q3: 10,408 shares 10,408 $863K 0.01% -3,388 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 10,669 shares; 2025Q1: 12,794 shares; 2025Q2: 16,498 shares; 2025Q3: 14,533 shares 14,533 $859K 0.01% -1,965 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,828 shares; 2024Q4: 12,367 shares; 2025Q1: 31,427 shares; 2025Q2: 34,167 shares; 2025Q3: 34,650 shares 34,650 $859K 0.01% +483 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,935 shares; 2024Q4: 21,685 shares; 2025Q1: 37,335 shares; 2025Q2: 40,452 shares; 2025Q3: 40,494 shares 40,494 $856K 0.01% +42 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 9,802 shares; 2025Q2: 15,224 shares; 2025Q3: 11,624 shares 11,624 $853K 0.01% -3,600 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,031 shares; 2024Q4: 7,944 shares; 2025Q1: 2,954 shares; 2025Q2: 3,819 shares; 2025Q3: 3,661 shares 3,661 $850K 0.01% -158 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,508 shares; 2025Q1: 10,542 shares; 2025Q2: 10,607 shares; 2025Q3: 10,199 shares 10,199 $850K 0.01% -408 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,535 shares; 2024Q4: 181,528 shares; 2025Q1: 203,160 shares; 2025Q2: 19,779 shares; 2025Q3: 121,826 shares 121,826 $848K 0.01% +102,047 Timeline 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: 5,293 shares; 2024Q4: 5,298 shares; 2025Q1: 7,680 shares; 2025Q2: 8,877 shares; 2025Q3: 9,456 shares 9,456 $848K 0.01% +579 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,542 shares; 2025Q1: 10,351 shares; 2025Q2: 6,548 shares; 2025Q3: 6,160 shares 6,160 $843K 0.01% -388 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: 8,965 shares; 2025Q1: 9,173 shares; 2025Q2: 9,098 shares; 2025Q3: 9,463 shares 9,463 $840K 0.01% +365 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,476 shares; 2024Q4: 31,470 shares; 2025Q1: 33,881 shares; 2025Q2: 33,760 shares; 2025Q3: 34,474 shares 34,474 $839K 0.01% +714 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,454 shares; 2024Q4: 7,459 shares; 2025Q1: 7,843 shares; 2025Q2: 7,780 shares; 2025Q3: 7,803 shares 7,803 $838K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 22,761 shares 22,761 $838K 0.01% +15,050 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares 2,791 $837K 0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,013 shares; 2025Q3: 59,025 shares 59,025 $835K 0.01% +11,012 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 6,505 shares; 2025Q1: 10,047 shares; 2025Q2: 13,041 shares; 2025Q3: 15,509 shares 15,509 $834K 0.01% +2,468 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,237 shares; 2024Q4: 56,993 shares; 2025Q1: 59,048 shares; 2025Q2: 56,679 shares; 2025Q3: 56,678 shares 56,678 $834K 0.01% -1 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,176 shares; 2024Q4: 38,491 shares; 2025Q1: 16,829 shares; 2025Q2: 26,071 shares; 2025Q3: 24,394 shares 24,394 $834K 0.01% -1,677 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,043 shares; 2024Q4: 11,169 shares; 2025Q1: 9,937 shares; 2025Q2: 13,427 shares; 2025Q3: 10,590 shares 10,590 $832K 0.01% -2,837 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 7,220 shares 7,220 $826K 0.01% +2,247 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,351 shares; 2024Q4: 20,599 shares; 2025Q1: 34,748 shares; 2025Q2: 35,347 shares; 2025Q3: 36,875 shares 36,875 $822K 0.01% +1,528 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,206 shares; 2024Q4: 15,599 shares; 2025Q1: 15,573 shares; 2025Q2: 15,494 shares; 2025Q3: 15,459 shares 15,459 $818K 0.01% -35 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,692 shares; 2025Q2: 21,613 shares; 2025Q3: 16,590 shares 16,590 $816K 0.01% -5,023 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,507 shares; 2024Q4: 12,709 shares; 2025Q1: 12,131 shares; 2025Q2: 43,305 shares; 2025Q3: 10,412 shares 10,412 $816K 0.01% -32,893 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,022 shares; 2024Q4: 45,883 shares; 2025Q1: 49,966 shares; 2025Q2: 50,711 shares; 2025Q3: 54,322 shares 54,322 $814K 0.01% +3,611 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,223 shares; 2025Q3: 3,256 shares 3,256 $812K 0.01% +33 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: 10,744 shares; 2024Q4: 9,885 shares; 2025Q1: 9,786 shares; 2025Q2: 9,465 shares; 2025Q3: 10,107 shares 10,107 $811K 0.01% +642 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170,236 shares; 2025Q2: 270,000 shares; 2025Q3: 270,000 shares 270,000 $810K 0.01% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 40,600 shares; 2025Q1: 40,600 shares; 2025Q2: 40,600 shares; 2025Q3: 32,200 shares 32,200 $808K 0.01% -8,400 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,898 shares; 2024Q4: 50,618 shares; 2025Q1: 46,837 shares; 2025Q2: 39,520 shares; 2025Q3: 34,689 shares 34,689 $807K 0.01% -4,831 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,591 shares; 2025Q2: 13,733 shares; 2025Q3: 13,733 shares 13,733 $807K 0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,939 shares; 2025Q1: 3,591 shares; 2025Q2: 8,974 shares; 2025Q3: 9,099 shares 9,099 $807K 0.01% +125 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,621 shares; 2025Q1: 5,744 shares; 2025Q2: 5,522 shares; 2025Q3: 2,478 shares 2,478 $801K 0.01% -3,044 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,188 shares; 2024Q4: 10,708 shares; 2025Q1: 10,708 shares; 2025Q2: 10,708 shares; 2025Q3: 7,708 shares 7,708 $800K 0.01% -3,000 Timeline ITM 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: 27,833 shares; 2024Q4: 28,065 shares; 2025Q1: 25,704 shares; 2025Q2: 23,828 shares; 2025Q3: 17,154 shares 17,154 $799K 0.01% -6,674 Timeline