PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,533 shares; 2024Q4: 348,456 shares; 2025Q1: 394,177 shares; 2025Q2: 494,108 shares 494,108 $19.6M 0.03% +99,931 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,941 shares; 2024Q4: 111,021 shares; 2025Q1: 136,583 shares; 2025Q2: 154,796 shares 154,796 $19.6M 0.03% +18,213 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,332 shares; 2024Q4: 68,014 shares; 2025Q1: 59,184 shares; 2025Q2: 105,215 shares 105,215 $19.6M 0.03% +46,031 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,919 shares; 2024Q4: 542,989 shares; 2025Q1: 474,433 shares; 2025Q2: 446,715 shares 446,715 $19.6M 0.03% -27,718 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,320 shares; 2024Q4: 238,644 shares; 2025Q1: 168,799 shares; 2025Q2: 168,897 shares 168,897 $19.5M 0.03% +98 Timeline PGX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025,290 shares; 2024Q4: 2,052,811 shares; 2025Q1: 1,685,846 shares; 2025Q2: 1,751,764 shares 1,751,764 $19.5M 0.03% +65,918 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307,696 shares; 2024Q4: 423,762 shares; 2025Q1: 371,597 shares; 2025Q2: 336,948 shares 336,948 $19.5M 0.03% -34,649 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,880 shares; 2024Q4: 186,559 shares; 2025Q1: 227,483 shares; 2025Q2: 162,990 shares 162,990 $19.4M 0.03% -64,493 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,855 shares; 2024Q4: 299,277 shares; 2025Q1: 216,932 shares; 2025Q2: 243,720 shares 243,720 $19.4M 0.03% +26,788 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,632 shares; 2024Q4: 144,154 shares; 2025Q1: 157,843 shares; 2025Q2: 163,741 shares 163,741 $19.4M 0.03% +5,898 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 1,988 shares; 2025Q1: 79,359 shares; 2025Q2: 545,662 shares 545,662 $19.4M 0.03% +466,303 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,842 shares; 2024Q4: 217,518 shares; 2025Q1: 236,249 shares; 2025Q2: 236,574 shares 236,574 $19.3M 0.03% +325 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,082 shares; 2024Q4: 221,711 shares; 2025Q1: 218,633 shares; 2025Q2: 284,475 shares 284,475 $19.2M 0.03% +65,842 Timeline SPEU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,993 shares; 2024Q4: 438,704 shares; 2025Q1: 344,828 shares; 2025Q2: 400,941 shares 400,941 $19.2M 0.03% +56,113 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579,643 shares; 2024Q4: 1,519,592 shares; 2025Q1: 1,439,765 shares; 2025Q2: 1,772,612 shares 1,772,612 $19.1M 0.03% +332,847 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 62,850 shares; 2025Q1: 282,513 shares; 2025Q2: 278,593 shares 278,593 $19.1M 0.03% -3,920 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,128 shares; 2024Q4: 68,258 shares; 2025Q1: 71,840 shares; 2025Q2: 77,043 shares 77,043 $19.1M 0.03% +5,203 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,225 shares; 2024Q4: 231,281 shares; 2025Q1: 201,942 shares; 2025Q2: 176,789 shares 176,789 $19M 0.03% -25,153 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,030 shares; 2024Q4: 79,012 shares; 2025Q1: 93,383 shares; 2025Q2: 280,032 shares 280,032 $19M 0.03% +186,649 Timeline GWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,509 shares; 2024Q4: 425,030 shares; 2025Q1: 403,542 shares; 2025Q2: 520,824 shares 520,824 $18.9M 0.03% +117,282 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,708 shares; 2024Q4: 80,959 shares; 2025Q1: 205,311 shares; 2025Q2: 208,641 shares 208,641 $18.7M 0.03% +3,330 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,752 shares; 2024Q4: 504,178 shares; 2025Q1: 410,766 shares; 2025Q2: 495,679 shares 495,679 $18.7M 0.03% +84,913 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,864 shares; 2024Q4: 102,744 shares; 2025Q1: 69,091 shares; 2025Q2: 143,710 shares 143,710 $18.7M 0.03% +74,619 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,540 shares; 2024Q4: 187,073 shares; 2025Q1: 403,333 shares; 2025Q2: 372,107 shares 372,107 $18.7M 0.03% -31,226 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748,022 shares; 2024Q4: 721,763 shares; 2025Q1: 472,552 shares; 2025Q2: 648,687 shares 648,687 $18.6M 0.03% +176,135 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,555 shares; 2024Q4: 514,062 shares; 2025Q1: 441,568 shares; 2025Q2: 577,292 shares 577,292 $18.6M 0.03% +135,724 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,735 shares; 2024Q4: 352,151 shares; 2025Q1: 377,260 shares; 2025Q2: 371,677 shares 371,677 $18.5M 0.03% -5,583 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,555 shares; 2024Q4: 103,037 shares; 2025Q1: 123,622 shares; 2025Q2: 142,545 shares 142,545 $18.5M 0.03% +18,923 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,946 shares; 2024Q4: 65,198 shares; 2025Q1: 57,352 shares; 2025Q2: 64,703 shares 64,703 $18.5M 0.03% +7,351 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,546 shares; 2024Q4: 74,830 shares; 2025Q1: 57,745 shares; 2025Q2: 68,648 shares 68,648 $18.4M 0.03% +10,903 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,574 shares; 2024Q4: 207,158 shares; 2025Q1: 245,046 shares; 2025Q2: 362,211 shares 362,211 $18.2M 0.03% +117,165 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,303 shares; 2024Q4: 344,437 shares; 2025Q1: 596,409 shares; 2025Q2: 537,180 shares 537,180 $18M 0.03% -59,229 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,892 shares; 2024Q4: 63,129 shares; 2025Q1: 79,318 shares; 2025Q2: 799,946 shares 799,946 $18M 0.03% +720,628 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,066 shares; 2024Q4: 261,515 shares; 2025Q1: 284,082 shares; 2025Q2: 330,115 shares 330,115 $17.9M 0.03% +46,033 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,476 shares; 2024Q4: 134,199 shares; 2025Q1: 140,141 shares; 2025Q2: 173,576 shares 173,576 $17.9M 0.03% +33,435 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,975 shares; 2024Q4: 126,620 shares; 2025Q1: 440,104 shares; 2025Q2: 445,345 shares 445,345 $17.8M 0.03% +5,241 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,982 shares; 2024Q4: 109,075 shares; 2025Q1: 81,860 shares; 2025Q2: 213,302 shares 213,302 $17.8M 0.03% +131,442 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,448 shares; 2024Q4: 120,937 shares; 2025Q1: 835,311 shares; 2025Q2: 557,756 shares 557,756 $17.7M 0.03% -277,555 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,043 shares; 2024Q4: 621,148 shares; 2025Q1: 890,626 shares; 2025Q2: 947,264 shares 947,264 $17.7M 0.03% +56,638 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,881 shares; 2024Q4: 43,554 shares; 2025Q1: 37,483 shares; 2025Q2: 45,405 shares 45,405 $17.7M 0.03% +7,922 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,297 shares; 2024Q4: 295,433 shares; 2025Q1: 270,913 shares; 2025Q2: 318,761 shares 318,761 $17.7M 0.03% +47,848 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,859 shares; 2024Q4: 463,390 shares; 2025Q1: 628,457 shares; 2025Q2: 721,147 shares 721,147 $17.6M 0.03% +92,690 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,625 shares; 2024Q4: 172,002 shares; 2025Q1: 188,804 shares; 2025Q2: 163,667 shares 163,667 $17.6M 0.03% -25,137 Timeline FEBT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,526 shares; 2024Q4: 262,268 shares; 2025Q1: 558,049 shares; 2025Q2: 498,733 shares 498,733 $17.5M 0.03% -59,316 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,924 shares; 2024Q4: 307,749 shares; 2025Q1: 329,278 shares; 2025Q2: 407,736 shares 407,736 $17.4M 0.03% +78,458 Timeline PXH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,045 shares; 2024Q4: 17,694 shares; 2025Q1: 730,938 shares; 2025Q2: 743,516 shares 743,516 $17.4M 0.03% +12,578 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,985 shares; 2024Q4: 113,457 shares; 2025Q1: 81,475 shares; 2025Q2: 129,238 shares 129,238 $17.4M 0.03% +47,763 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,309 shares; 2024Q4: 264,807 shares; 2025Q1: 411,254 shares; 2025Q2: 439,997 shares 439,997 $17.4M 0.03% +28,743 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,839 shares; 2024Q4: 374,943 shares; 2025Q1: 328,062 shares; 2025Q2: 352,548 shares 352,548 $17.3M 0.03% +24,486 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,805 shares; 2024Q4: 46,665 shares; 2025Q1: 38,005 shares; 2025Q2: 52,442 shares 52,442 $17.3M 0.03% +14,437 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,874 shares; 2024Q4: 18,060 shares; 2025Q1: 5,456 shares; 2025Q2: 4,660 shares 4,660 $17.3M 0.03% -796 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 6,613 shares; 2025Q1: 306,093 shares; 2025Q2: 612,827 shares 612,827 $17.3M 0.03% +306,734 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,262 shares; 2024Q4: 851,549 shares; 2025Q1: 830,806 shares; 2025Q2: 899,735 shares 899,735 $17.2M 0.03% +68,929 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,076 shares; 2024Q4: 200,206 shares; 2025Q1: 333,838 shares; 2025Q2: 395,851 shares 395,851 $17.2M 0.03% +62,013 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350,334 shares; 2024Q4: 1,124,948 shares; 2025Q1: 1,259,290 shares; 2025Q2: 1,400,485 shares 1,400,485 $17.1M 0.03% +141,195 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,522 shares; 2024Q4: 756,548 shares; 2025Q1: 833,087 shares; 2025Q2: 681,612 shares 681,612 $17.1M 0.03% -151,475 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,599 shares; 2024Q4: 41,429 shares; 2025Q1: 41,218 shares; 2025Q2: 47,118 shares 47,118 $17.1M 0.03% +5,900 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694,650 shares; 2024Q4: 471,130 shares; 2025Q1: 454,562 shares; 2025Q2: 409,498 shares 409,498 $17M 0.03% -45,064 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,807 shares; 2024Q4: 189,203 shares; 2025Q1: 36,582 shares; 2025Q2: 446,707 shares 446,707 $16.8M 0.03% +410,125 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,256 shares; 2024Q4: 103,288 shares; 2025Q1: 68,741 shares; 2025Q2: 177,030 shares 177,030 $16.7M 0.03% +108,289 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,969 shares; 2024Q4: 166,097 shares; 2025Q1: 190,370 shares; 2025Q2: 224,869 shares 224,869 $16.7M 0.03% +34,499 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,800 shares; 2024Q4: 68,665 shares; 2025Q1: 350,864 shares; 2025Q2: 346,699 shares 346,699 $16.6M 0.03% -4,165 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,782 shares; 2024Q4: 151,026 shares; 2025Q1: 141,929 shares; 2025Q2: 154,006 shares 154,006 $16.6M 0.03% +12,077 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,387 shares; 2024Q4: 162,662 shares; 2025Q1: 207,732 shares; 2025Q2: 218,051 shares 218,051 $16.6M 0.03% +10,319 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,514 shares; 2024Q4: 161,607 shares; 2025Q1: 99,791 shares; 2025Q2: 113,005 shares 113,005 $16.5M 0.03% +13,214 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,589 shares; 2024Q4: 73,605 shares; 2025Q1: 130,176 shares; 2025Q2: 460,982 shares 460,982 $16.5M 0.03% +330,806 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,388 shares; 2024Q4: 203,926 shares; 2025Q1: 216,692 shares; 2025Q2: 165,946 shares 165,946 $16.5M 0.03% -50,746 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,227 shares; 2024Q4: 119,134 shares; 2025Q1: 121,777 shares; 2025Q2: 120,944 shares 120,944 $16.5M 0.03% -833 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,429 shares; 2024Q4: 112,730 shares; 2025Q1: 103,549 shares; 2025Q2: 116,240 shares 116,240 $16.5M 0.03% +12,691 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,174 shares; 2024Q4: 654,610 shares; 2025Q1: 687,082 shares; 2025Q2: 690,914 shares 690,914 $16.5M 0.03% +3,832 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,855 shares; 2024Q4: 325,663 shares; 2025Q1: 333,729 shares; 2025Q2: 328,382 shares 328,382 $16.4M 0.03% -5,347 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,495 shares; 2024Q4: 115,944 shares; 2025Q1: 155,100 shares; 2025Q2: 212,632 shares 212,632 $16.4M 0.03% +57,532 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,946 shares; 2024Q4: 404,187 shares; 2025Q1: 363,918 shares; 2025Q2: 411,671 shares 411,671 $16.3M 0.03% +47,753 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,472 shares; 2024Q4: 71,488 shares; 2025Q1: 56,310 shares; 2025Q2: 73,591 shares 73,591 $16.2M 0.03% +17,281 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,473 shares; 2024Q4: 67,783 shares; 2025Q1: 95,361 shares; 2025Q2: 84,434 shares 84,434 $16.2M 0.03% -10,927 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,160 shares; 2024Q4: 61,870 shares; 2025Q1: 75,259 shares; 2025Q2: 340,762 shares 340,762 $16.2M 0.03% +265,503 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,531 shares; 2024Q4: 455,526 shares; 2025Q1: 551,246 shares; 2025Q2: 460,181 shares 460,181 $16.2M 0.03% -91,065 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,235 shares; 2024Q4: 51,691 shares; 2025Q1: 54,544 shares; 2025Q2: 57,518 shares 57,518 $16.1M 0.03% +2,974 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,253 shares; 2024Q4: 425,195 shares; 2025Q1: 543,593 shares; 2025Q2: 531,665 shares 531,665 $16M 0.03% -11,928 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,640 shares; 2024Q4: 178,073 shares; 2025Q1: 156,433 shares; 2025Q2: 182,937 shares 182,937 $16M 0.03% +26,504 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,623 shares; 2024Q4: 52,524 shares; 2025Q1: 61,649 shares; 2025Q2: 65,480 shares 65,480 $15.9M 0.03% +3,831 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,021 shares; 2024Q4: 781,549 shares; 2025Q1: 165,292 shares; 2025Q2: 311,925 shares 311,925 $15.9M 0.03% +146,633 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,170 shares; 2024Q4: 129,336 shares; 2025Q1: 340,991 shares; 2025Q2: 309,724 shares 309,724 $15.9M 0.03% -31,267 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,561 shares; 2024Q4: 147,191 shares; 2025Q1: 293,333 shares; 2025Q2: 312,491 shares 312,491 $15.9M 0.03% +19,158 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,174 shares; 2024Q4: 207,263 shares; 2025Q1: 194,094 shares; 2025Q2: 229,903 shares 229,903 $15.8M 0.03% +35,809 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,029 shares; 2024Q4: 391,345 shares; 2025Q1: 399,762 shares; 2025Q2: 555,439 shares 555,439 $15.8M 0.03% +155,677 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,040 shares; 2024Q4: 114,637 shares; 2025Q1: 66,129 shares; 2025Q2: 151,766 shares 151,766 $15.8M 0.03% +85,637 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,864 shares; 2024Q4: 337,572 shares; 2025Q1: 314,798 shares; 2025Q2: 330,359 shares 330,359 $15.8M 0.03% +15,561 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,838 shares; 2024Q4: 178,377 shares; 2025Q1: 81,339 shares; 2025Q2: 253,414 shares 253,414 $15.7M 0.03% +172,075 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,497 shares; 2024Q4: 239,738 shares; 2025Q1: 248,264 shares; 2025Q2: 246,102 shares 246,102 $15.7M 0.03% -2,162 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,007 shares; 2024Q4: 195,919 shares; 2025Q1: 255,203 shares; 2025Q2: 647,966 shares 647,966 $15.7M 0.03% +392,763 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,038 shares; 2024Q4: 133,026 shares; 2025Q1: 163,543 shares; 2025Q2: 218,085 shares 218,085 $15.6M 0.03% +54,542 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,964 shares; 2024Q4: 307,985 shares; 2025Q1: 377,546 shares; 2025Q2: 499,841 shares 499,841 $15.5M 0.03% +122,295 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,419 shares; 2024Q4: 55,265 shares; 2025Q1: 78,044 shares; 2025Q2: 84,248 shares 84,248 $15.5M 0.03% +6,204 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,102 shares; 2024Q4: 238,873 shares; 2025Q1: 173,765 shares; 2025Q2: 169,820 shares 169,820 $15.5M 0.03% -3,945 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,783 shares; 2024Q4: 119,627 shares; 2025Q1: 120,665 shares; 2025Q2: 144,745 shares 144,745 $15.5M 0.03% +24,080 Timeline APRW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,708 shares; 2024Q4: 397,112 shares; 2025Q1: 379,630 shares; 2025Q2: 463,317 shares 463,317 $15.5M 0.03% +83,687 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,773 shares; 2025Q2: 382,803 shares 382,803 $15.5M 0.03% +368,030 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,880 shares; 2024Q4: 597,976 shares; 2025Q1: 712,227 shares; 2025Q2: 672,561 shares 672,561 $15.4M 0.03% -39,666 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,936 shares; 2024Q4: 106,197 shares; 2025Q1: 112,634 shares; 2025Q2: 126,885 shares 126,885 $15.4M 0.03% +14,251 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,262 shares; 2024Q4: 91,971 shares; 2025Q1: 155,151 shares; 2025Q2: 169,037 shares 169,037 $15.4M 0.03% +13,886 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,790 shares; 2024Q4: 47,544 shares; 2025Q1: 43,223 shares; 2025Q2: 54,398 shares 54,398 $15.4M 0.03% +11,175 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,098 shares; 2024Q4: 227,769 shares; 2025Q1: 217,923 shares; 2025Q2: 272,081 shares 272,081 $15.4M 0.03% +54,158 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,730 shares; 2024Q4: 75,581 shares; 2025Q1: 65,547 shares; 2025Q2: 97,109 shares 97,109 $15.3M 0.03% +31,562 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,580 shares; 2024Q4: 71,401 shares; 2025Q1: 215,883 shares; 2025Q2: 305,545 shares 305,545 $15.3M 0.03% +89,662 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,428 shares; 2024Q4: 144,233 shares; 2025Q1: 413,630 shares; 2025Q2: 362,468 shares 362,468 $15.3M 0.03% -51,162 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,546 shares; 2024Q4: 231,666 shares; 2025Q1: 227,175 shares; 2025Q2: 219,053 shares 219,053 $15.3M 0.03% -8,122 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,374 shares; 2024Q4: 600,857 shares; 2025Q1: 685,081 shares; 2025Q2: 734,144 shares 734,144 $15.3M 0.03% +49,063 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,505 shares; 2024Q4: 26,534 shares; 2025Q1: 40,272 shares; 2025Q2: 48,457 shares 48,457 $15.2M 0.03% +8,185 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,207 shares; 2024Q4: 228,274 shares; 2025Q1: 130,941 shares; 2025Q2: 381,379 shares 381,379 $15.2M 0.03% +250,438 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,545 shares; 2024Q4: 331,170 shares; 2025Q1: 343,280 shares; 2025Q2: 336,349 shares 336,349 $15.2M 0.03% -6,931 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,288 shares; 2024Q4: 40,450 shares; 2025Q1: 33,950 shares; 2025Q2: 39,908 shares 39,908 $15.1M 0.03% +5,958 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,722 shares; 2024Q4: 310,223 shares; 2025Q1: 215,192 shares; 2025Q2: 182,343 shares 182,343 $15.1M 0.03% -32,849 Timeline FEBW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,360 shares; 2024Q4: 319,200 shares; 2025Q1: 488,786 shares; 2025Q2: 471,854 shares 471,854 $15.1M 0.03% -16,932 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,363 shares; 2024Q4: 60,859 shares; 2025Q1: 52,031 shares; 2025Q2: 55,196 shares 55,196 $15.1M 0.03% +3,165 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,357 shares; 2024Q4: 79,365 shares; 2025Q1: 52,400 shares; 2025Q2: 75,269 shares 75,269 $15.1M 0.03% +22,869 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,503 shares; 2024Q4: 163,434 shares; 2025Q1: 170,906 shares; 2025Q2: 121,623 shares 121,623 $15M 0.03% -49,283 Timeline JHMM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,201 shares; 2024Q4: 203,165 shares; 2025Q1: 252,308 shares; 2025Q2: 245,736 shares 245,736 $15M 0.03% -6,572 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,935 shares; 2024Q4: 71,609 shares; 2025Q1: 57,178 shares; 2025Q2: 70,387 shares 70,387 $15M 0.03% +13,209 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,414 shares; 2024Q4: 108,275 shares; 2025Q1: 148,091 shares; 2025Q2: 150,149 shares 150,149 $15M 0.03% +2,058 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,841 shares; 2024Q4: 380,130 shares; 2025Q1: 262,259 shares; 2025Q2: 264,058 shares 264,058 $14.9M 0.03% +1,799 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,960 shares; 2024Q4: 108,817 shares; 2025Q1: 147,381 shares; 2025Q2: 207,292 shares 207,292 $14.9M 0.03% +59,911 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,230 shares; 2024Q4: 765,202 shares; 2025Q1: 1,437,351 shares; 2025Q2: 1,518,189 shares 1,518,189 $14.9M 0.03% +80,838 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,754 shares; 2024Q4: 171,644 shares; 2025Q1: 169,598 shares; 2025Q2: 266,199 shares 266,199 $14.8M 0.03% +96,601 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,001 shares; 2024Q4: 151,302 shares; 2025Q1: 164,529 shares; 2025Q2: 253,358 shares 253,358 $14.8M 0.03% +88,829 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293,703 shares 293,703 $14.7M 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,784 shares; 2024Q4: 303,977 shares; 2025Q1: 238,194 shares; 2025Q2: 298,903 shares 298,903 $14.7M 0.03% +60,709 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,015 shares; 2024Q4: 35,620 shares; 2025Q1: 30,152 shares; 2025Q2: 53,675 shares 53,675 $14.7M 0.03% +23,523 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,678 shares; 2024Q4: 275,929 shares; 2025Q1: 203,033 shares; 2025Q2: 327,009 shares 327,009 $14.7M 0.03% +123,976 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,538 shares; 2024Q4: 255,403 shares; 2025Q1: 242,883 shares; 2025Q2: 233,731 shares 233,731 $14.6M 0.03% -9,152 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,746 shares; 2024Q4: 43,966 shares; 2025Q1: 36,088 shares; 2025Q2: 49,912 shares 49,912 $14.6M 0.03% +13,824 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 820,431 shares; 2025Q1: 11 shares; 2025Q2: 560,135 shares 560,135 $14.6M 0.03% +560,124 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 460,901 shares; 2025Q1: 619,486 shares; 2025Q2: 535,103 shares 535,103 $14.6M 0.03% -84,383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,387 shares; 2024Q4: 37,594 shares; 2025Q1: 22,216 shares; 2025Q2: 44,217 shares 44,217 $14.5M 0.03% +22,001 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,409 shares; 2024Q4: 366,408 shares; 2025Q1: 342,558 shares; 2025Q2: 372,569 shares 372,569 $14.5M 0.03% +30,011 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,516 shares; 2024Q4: 179,266 shares; 2025Q1: 202,222 shares; 2025Q2: 218,598 shares 218,598 $14.5M 0.03% +16,376 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,839 shares; 2024Q4: 66,518 shares; 2025Q1: 72,972 shares; 2025Q2: 108,085 shares 108,085 $14.4M 0.03% +35,113 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,508 shares; 2024Q4: 36,504 shares; 2025Q1: 27,908 shares; 2025Q2: 44,454 shares 44,454 $14.4M 0.03% +16,546 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,083 shares; 2024Q4: 311,600 shares; 2025Q1: 461,261 shares; 2025Q2: 453,712 shares 453,712 $14.3M 0.03% -7,549 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,834 shares; 2024Q4: 235,838 shares; 2025Q1: 251,446 shares; 2025Q2: 246,080 shares 246,080 $14.3M 0.03% -5,366 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,174 shares; 2024Q4: 76,772 shares; 2025Q1: 68,454 shares; 2025Q2: 86,010 shares 86,010 $14.3M 0.03% +17,556 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,502 shares; 2024Q4: 100,070 shares; 2025Q1: 95,696 shares; 2025Q2: 108,511 shares 108,511 $14.3M 0.03% +12,815 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,992 shares; 2024Q4: 187,393 shares; 2025Q1: 203,393 shares; 2025Q2: 337,472 shares 337,472 $14.3M 0.03% +134,079 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,288 shares; 2024Q4: 121,388 shares; 2025Q1: 172,173 shares; 2025Q2: 165,611 shares 165,611 $14.3M 0.03% -6,562 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,705 shares; 2024Q4: 286,269 shares; 2025Q1: 296,047 shares; 2025Q2: 330,096 shares 330,096 $14.3M 0.03% +34,049 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,372 shares; 2024Q4: 290,169 shares; 2025Q1: 274,280 shares; 2025Q2: 290,353 shares 290,353 $14.3M 0.03% +16,073 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,790 shares; 2024Q4: 742,438 shares; 2025Q1: 926,196 shares; 2025Q2: 482,939 shares 482,939 $14.2M 0.03% -443,257 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,683 shares; 2024Q4: 185,993 shares; 2025Q1: 233,013 shares; 2025Q2: 431,459 shares 431,459 $14.2M 0.03% +198,446 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,474 shares; 2024Q4: 151,902 shares; 2025Q1: 165,830 shares; 2025Q2: 280,062 shares 280,062 $14.1M 0.03% +114,232 Timeline AVUS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,845 shares; 2024Q4: 43,814 shares; 2025Q1: 159,778 shares; 2025Q2: 140,243 shares 140,243 $14.1M 0.03% -19,535 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,788 shares; 2024Q4: 1,110,597 shares; 2025Q1: 900,460 shares; 2025Q2: 1,083,581 shares 1,083,581 $14.1M 0.03% +183,121 Timeline INCM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,468 shares; 2024Q4: 175,412 shares; 2025Q1: 250,043 shares; 2025Q2: 520,504 shares 520,504 $14.1M 0.03% +270,461 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,274 shares; 2024Q4: 219,357 shares; 2025Q1: 215,390 shares; 2025Q2: 206,638 shares 206,638 $14.1M 0.03% -8,752 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 15,730 shares; 2025Q1: 12,420 shares; 2025Q2: 46,082 shares 46,082 $14M 0.02% +33,662 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,161 shares; 2024Q4: 545,066 shares; 2025Q1: 596,304 shares; 2025Q2: 554,452 shares 554,452 $14M 0.02% -41,852 IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,619 shares; 2024Q4: 92,199 shares; 2025Q1: 92,246 shares; 2025Q2: 97,883 shares 97,883 $13.9M 0.02% +5,637 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,900 shares; 2024Q4: 250,708 shares; 2025Q1: 423,098 shares; 2025Q2: 436,407 shares 436,407 $13.9M 0.02% +13,309 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,064 shares; 2025Q1: 282,260 shares; 2025Q2: 283,770 shares 283,770 $13.9M 0.02% +1,510 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,159 shares; 2024Q4: 45,535 shares; 2025Q1: 37,014 shares; 2025Q2: 46,185 shares 46,185 $13.9M 0.02% +9,171 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,904 shares; 2024Q4: 391,166 shares; 2025Q1: 441,883 shares; 2025Q2: 448,489 shares 448,489 $13.8M 0.02% +6,606 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,306 shares; 2024Q4: 33,452 shares; 2025Q1: 37,181 shares; 2025Q2: 42,430 shares 42,430 $13.7M 0.02% +5,249 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,564 shares; 2024Q4: 703,472 shares; 2025Q1: 693,419 shares; 2025Q2: 722,611 shares 722,611 $13.7M 0.02% +29,192 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,729 shares; 2024Q4: 617,384 shares; 2025Q1: 667,711 shares; 2025Q2: 723,894 shares 723,894 $13.7M 0.02% +56,183 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,643 shares; 2024Q4: 115,145 shares; 2025Q1: 397,732 shares; 2025Q2: 562,712 shares 562,712 $13.6M 0.02% +164,980 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,637 shares; 2024Q4: 36,473 shares; 2025Q1: 21,460 shares; 2025Q2: 86,961 shares 86,961 $13.6M 0.02% +65,501 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,947 shares; 2024Q4: 196,272 shares; 2025Q1: 181,163 shares; 2025Q2: 222,884 shares 222,884 $13.6M 0.02% +41,721 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,497 shares; 2024Q4: 273,151 shares; 2025Q1: 207,345 shares; 2025Q2: 217,051 shares 217,051 $13.5M 0.02% +9,706 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,084 shares; 2024Q4: 114,657 shares; 2025Q1: 104,881 shares; 2025Q2: 113,076 shares 113,076 $13.5M 0.02% +8,195 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,831 shares; 2024Q4: 201,018 shares; 2025Q1: 273,449 shares; 2025Q2: 263,272 shares 263,272 $13.5M 0.02% -10,177 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,324 shares; 2024Q4: 23,973 shares; 2025Q1: 58,539 shares; 2025Q2: 133,842 shares 133,842 $13.4M 0.02% +75,303 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,168 shares; 2024Q4: 587,334 shares; 2025Q1: 518,168 shares; 2025Q2: 597,461 shares 597,461 $13.4M 0.02% +79,293 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,252 shares; 2024Q4: 160,580 shares; 2025Q1: 160,118 shares; 2025Q2: 147,245 shares 147,245 $13.4M 0.02% -12,873 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,365 shares; 2024Q4: 93,883 shares; 2025Q1: 96,898 shares; 2025Q2: 99,529 shares 99,529 $13.4M 0.02% +2,631 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,295 shares; 2024Q4: 149,986 shares; 2025Q1: 147,514 shares; 2025Q2: 179,933 shares 179,933 $13.4M 0.02% +32,419 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,795 shares; 2024Q4: 123,205 shares; 2025Q1: 71,011 shares; 2025Q2: 116,388 shares 116,388 $13.3M 0.02% +45,377 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,269 shares; 2024Q4: 143,687 shares; 2025Q1: 219,226 shares; 2025Q2: 207,447 shares 207,447 $13.3M 0.02% -11,779 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,396 shares; 2024Q4: 53,546 shares; 2025Q1: 57,882 shares; 2025Q2: 49,536 shares 49,536 $13.3M 0.02% -8,346 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,023 shares; 2024Q4: 125,515 shares; 2025Q1: 134,820 shares; 2025Q2: 147,158 shares 147,158 $13.3M 0.02% +12,338 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,208 shares; 2024Q4: 75,396 shares; 2025Q1: 346,380 shares; 2025Q2: 258,157 shares 258,157 $13.3M 0.02% -88,223 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,645 shares; 2024Q4: 138,716 shares; 2025Q1: 90,087 shares; 2025Q2: 367,316 shares 367,316 $13.2M 0.02% +277,229 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,274 shares; 2024Q4: 199,359 shares; 2025Q1: 227,139 shares; 2025Q2: 277,421 shares 277,421 $13.2M 0.02% +50,282 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,654 shares; 2024Q4: 213,594 shares; 2025Q1: 166,374 shares; 2025Q2: 242,600 shares 242,600 $13.2M 0.02% +76,226 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,874 shares; 2024Q4: 43,768 shares; 2025Q1: 34,912 shares; 2025Q2: 44,646 shares 44,646 $13.1M 0.02% +9,734 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,680 shares; 2024Q4: 227,004 shares; 2025Q1: 192,851 shares; 2025Q2: 340,114 shares 340,114 $13.1M 0.02% +147,263 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,633 shares; 2024Q4: 64,756 shares; 2025Q1: 22,724 shares; 2025Q2: 231,066 shares 231,066 $13.1M 0.02% +208,342 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,617 shares; 2024Q4: 251,459 shares; 2025Q1: 481,217 shares; 2025Q2: 477,589 shares 477,589 $13.1M 0.02% -3,628 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,714 shares; 2024Q4: 81,670 shares; 2025Q1: 134,195 shares; 2025Q2: 209,566 shares 209,566 $12.9M 0.02% +75,371 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,169 shares; 2024Q4: 163,097 shares; 2025Q1: 184,889 shares; 2025Q2: 173,324 shares 173,324 $12.9M 0.02% -11,565 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,849 shares; 2024Q4: 60,945 shares; 2025Q1: 60,713 shares; 2025Q2: 74,703 shares 74,703 $12.9M 0.02% +13,990 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,484 shares; 2024Q4: 387,925 shares; 2025Q1: 529,784 shares; 2025Q2: 427,476 shares 427,476 $12.9M 0.02% -102,308 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,045 shares; 2024Q4: 405,967 shares; 2025Q1: 544,580 shares; 2025Q2: 562,961 shares 562,961 $12.9M 0.02% +18,381 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,799 shares; 2024Q4: 151,974 shares; 2025Q1: 118,434 shares; 2025Q2: 140,666 shares 140,666 $12.8M 0.02% +22,232 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,507 shares; 2024Q4: 78,316 shares; 2025Q1: 71,011 shares; 2025Q2: 81,035 shares 81,035 $12.8M 0.02% +10,024 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,616 shares; 2024Q4: 264,892 shares; 2025Q1: 348,214 shares; 2025Q2: 547,041 shares 547,041 $12.8M 0.02% +198,827 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,115 shares; 2024Q4: 215,809 shares; 2025Q1: 90,642 shares; 2025Q2: 196,038 shares 196,038 $12.7M 0.02% +105,396 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,976 shares; 2024Q4: 524,979 shares; 2025Q1: 560,106 shares; 2025Q2: 564,728 shares 564,728 $12.7M 0.02% +4,622 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,016 shares; 2024Q4: 148,289 shares; 2025Q1: 138,752 shares; 2025Q2: 248,994 shares 248,994 $12.7M 0.02% +110,242 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,389 shares; 2024Q4: 83,691 shares; 2025Q1: 56,861 shares; 2025Q2: 95,385 shares 95,385 $12.7M 0.02% +38,524 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,029 shares; 2024Q4: 47,920 shares; 2025Q1: 40,360 shares; 2025Q2: 56,597 shares 56,597 $12.7M 0.02% +16,237 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,546 shares; 2024Q4: 135,272 shares; 2025Q1: 119,432 shares; 2025Q2: 169,998 shares 169,998 $12.7M 0.02% +50,566 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,892 shares; 2024Q4: 134,435 shares; 2025Q1: 136,669 shares; 2025Q2: 166,742 shares 166,742 $12.6M 0.02% +30,073 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,919 shares; 2024Q4: 122,904 shares; 2025Q1: 130,212 shares; 2025Q2: 139,654 shares 139,654 $12.5M 0.02% +9,442 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,450 shares; 2024Q4: 55,923 shares; 2025Q1: 45,362 shares; 2025Q2: 94,795 shares 94,795 $12.5M 0.02% +49,433 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,973 shares; 2024Q4: 45,881 shares; 2025Q1: 41,205 shares; 2025Q2: 49,162 shares 49,162 $12.5M 0.02% +7,957 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,156 shares; 2024Q4: 259,077 shares; 2025Q1: 441,060 shares; 2025Q2: 352,380 shares 352,380 $12.5M 0.02% -88,680 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,910 shares; 2024Q4: 65,178 shares; 2025Q1: 30,916 shares; 2025Q2: 227,416 shares 227,416 $12.5M 0.02% +196,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,029 shares; 2024Q4: 149,497 shares; 2025Q1: 188,355 shares; 2025Q2: 175,193 shares 175,193 $12.5M 0.02% -13,162 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,631 shares; 2024Q4: 66,158 shares; 2025Q1: 191,609 shares; 2025Q2: 290,760 shares 290,760 $12.5M 0.02% +99,151 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,632 shares; 2024Q4: 96,417 shares; 2025Q1: 72,565 shares; 2025Q2: 123,764 shares 123,764 $12.4M 0.02% +51,199 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,562 shares; 2024Q4: 114,705 shares; 2025Q1: 47,069 shares; 2025Q2: 185,113 shares 185,113 $12.4M 0.02% +138,044 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,082 shares; 2024Q4: 1,001,992 shares; 2025Q1: 1,047,934 shares; 2025Q2: 861,227 shares 861,227 $12.4M 0.02% -186,707 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,313 shares; 2024Q4: 137,457 shares; 2025Q1: 216,192 shares; 2025Q2: 377,060 shares 377,060 $12.3M 0.02% +160,868 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,731 shares; 2024Q4: 128,709 shares; 2025Q1: 63,559 shares; 2025Q2: 112,369 shares 112,369 $12.3M 0.02% +48,810 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,751 shares; 2024Q4: 243,788 shares; 2025Q1: 231,542 shares; 2025Q2: 225,253 shares 225,253 $12.3M 0.02% -6,289 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,361 shares; 2024Q4: 135,520 shares; 2025Q1: 115,399 shares; 2025Q2: 116,229 shares 116,229 $12.3M 0.02% +830 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,331 shares; 2024Q4: 231,227 shares; 2025Q1: 124,172 shares; 2025Q2: 241,024 shares 241,024 $12.3M 0.02% +116,852 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,604 shares; 2024Q4: 131,335 shares; 2025Q1: 76,226 shares; 2025Q2: 88,166 shares 88,166 $12.2M 0.02% +11,940 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,475 shares; 2024Q4: 114,222 shares; 2025Q1: 121,152 shares; 2025Q2: 119,147 shares 119,147 $12.2M 0.02% -2,005 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,175 shares; 2024Q4: 35,566 shares; 2025Q1: 15,652 shares; 2025Q2: 16,176 shares 16,176 $12.2M 0.02% +524 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,925 shares; 2024Q4: 157,845 shares; 2025Q1: 152,322 shares; 2025Q2: 195,874 shares 195,874 $12.2M 0.02% +43,552 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,347 shares; 2024Q4: 49,604 shares; 2025Q1: 46,636 shares; 2025Q2: 74,712 shares 74,712 $12.1M 0.02% +28,076 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,673 shares; 2024Q4: 88,659 shares; 2025Q1: 106,743 shares; 2025Q2: 115,106 shares 115,106 $12.1M 0.02% +8,363 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,701 shares; 2024Q4: 158,250 shares; 2025Q1: 156,958 shares; 2025Q2: 166,193 shares 166,193 $12.1M 0.02% +9,235 Timeline FTA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,901 shares; 2024Q4: 200,572 shares; 2025Q1: 147,100 shares; 2025Q2: 153,411 shares 153,411 $12.1M 0.02% +6,311 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,761 shares; 2024Q4: 106,415 shares; 2025Q1: 102,871 shares; 2025Q2: 113,155 shares 113,155 $12M 0.02% +10,284 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,139 shares; 2024Q4: 154,910 shares; 2025Q1: 157,927 shares; 2025Q2: 243,599 shares 243,599 $11.9M 0.02% +85,672 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,732 shares; 2024Q4: 474,130 shares; 2025Q1: 385,664 shares; 2025Q2: 321,264 shares 321,264 $11.9M 0.02% -64,400 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,098 shares; 2024Q4: 182,916 shares; 2025Q1: 143,407 shares; 2025Q2: 304,080 shares 304,080 $11.9M 0.02% +160,673 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,713 shares; 2024Q4: 32,006 shares; 2025Q1: 32,194 shares; 2025Q2: 48,268 shares 48,268 $11.9M 0.02% +16,074 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,654 shares; 2024Q4: 53,141 shares; 2025Q1: 56,526 shares; 2025Q2: 56,954 shares 56,954 $11.9M 0.02% +428 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,169 shares; 2024Q4: 36,659 shares; 2025Q1: 357,196 shares; 2025Q2: 294,415 shares 294,415 $11.9M 0.02% -62,781 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,593 shares; 2024Q4: 341,500 shares; 2025Q1: 343,726 shares; 2025Q2: 472,485 shares 472,485 $11.9M 0.02% +128,759 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 17,400 shares; 2025Q1: 14,938 shares; 2025Q2: 26,393 shares 26,393 $11.8M 0.02% +11,455 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 14,169 shares; 2025Q1: 3,901 shares; 2025Q2: 4,583 shares 4,583 $11.8M 0.02% +682 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,730 shares; 2024Q4: 62,821 shares; 2025Q1: 87,808 shares; 2025Q2: 123,916 shares 123,916 $11.8M 0.02% +36,108 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,052 shares; 2024Q4: 75,728 shares; 2025Q1: 64,723 shares; 2025Q2: 76,869 shares 76,869 $11.8M 0.02% +12,146 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,145 shares; 2024Q4: 125,468 shares; 2025Q1: 141,263 shares; 2025Q2: 141,788 shares 141,788 $11.8M 0.02% +525 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,421 shares; 2024Q4: 100,213 shares; 2025Q1: 60,665 shares; 2025Q2: 139,667 shares 139,667 $11.7M 0.02% +79,002 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,222 shares; 2024Q4: 144,293 shares; 2025Q1: 151,012 shares; 2025Q2: 166,236 shares 166,236 $11.7M 0.02% +15,224 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,496 shares; 2024Q4: 27,842 shares; 2025Q1: 49,523 shares; 2025Q2: 74,073 shares 74,073 $11.7M 0.02% +24,550 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,357 shares; 2024Q4: 46,812 shares; 2025Q1: 33,539 shares; 2025Q2: 37,600 shares 37,600 $11.6M 0.02% +4,061 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,527 shares; 2024Q4: 278,882 shares; 2025Q1: 310,977 shares; 2025Q2: 316,219 shares 316,219 $11.6M 0.02% +5,242 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,492 shares; 2024Q4: 662,114 shares; 2025Q1: 441,823 shares; 2025Q2: 392,818 shares 392,818 $11.6M 0.02% -49,005 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 10,829 shares; 2025Q1: 10,232 shares; 2025Q2: 11,107 shares 11,107 $11.6M 0.02% +875 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,079 shares; 2024Q4: 264,207 shares; 2025Q1: 675,869 shares; 2025Q2: 331,347 shares 331,347 $11.6M 0.02% -344,522 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,102 shares; 2024Q4: 232,409 shares; 2025Q1: 255,058 shares; 2025Q2: 384,989 shares 384,989 $11.6M 0.02% +129,931 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,103 shares; 2024Q4: 27,610 shares; 2025Q1: 18,694 shares; 2025Q2: 22,986 shares 22,986 $11.6M 0.02% +4,292 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,338 shares; 2024Q4: 105,665 shares; 2025Q1: 91,336 shares; 2025Q2: 91,002 shares 91,002 $11.5M 0.02% -334 Timeline JSCP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,295 shares; 2024Q4: 97,035 shares; 2025Q1: 120,624 shares; 2025Q2: 242,671 shares 242,671 $11.5M 0.02% +122,047 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,845 shares; 2024Q4: 40,003 shares; 2025Q1: 31,716 shares; 2025Q2: 43,085 shares 43,085 $11.5M 0.02% +11,369 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901,938 shares; 2024Q4: 1,385,403 shares; 2025Q1: 1,300,993 shares; 2025Q2: 294,780 shares 294,780 $11.5M 0.02% -1,006,213 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,890 shares; 2024Q4: 602,694 shares; 2025Q1: 747,955 shares; 2025Q2: 770,890 shares 770,890 $11.5M 0.02% +22,935 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,374 shares; 2024Q4: 37,350 shares; 2025Q1: 119,680 shares; 2025Q2: 349,012 shares 349,012 $11.5M 0.02% +229,332 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,787 shares; 2024Q4: 14,796 shares; 2025Q1: 27,044 shares; 2025Q2: 58,914 shares 58,914 $11.4M 0.02% +31,870 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,512 shares; 2024Q4: 295,934 shares; 2025Q1: 317,638 shares; 2025Q2: 457,675 shares 457,675 $11.4M 0.02% +140,037 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,699 shares; 2025Q1: 5,087 shares; 2025Q2: 5,818 shares 5,818 $11.3M 0.02% +731 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,660 shares; 2024Q4: 61,503 shares; 2025Q1: 69,987 shares; 2025Q2: 87,233 shares 87,233 $11.3M 0.02% +17,246 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,249 shares; 2024Q4: 270,067 shares; 2025Q1: 459,659 shares; 2025Q2: 268,371 shares 268,371 $11.3M 0.02% -191,288 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,006 shares; 2024Q4: 61,430 shares; 2025Q1: 53,886 shares; 2025Q2: 71,103 shares 71,103 $11.2M 0.02% +17,217 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,695 shares; 2024Q4: 210,223 shares; 2025Q1: 171,471 shares; 2025Q2: 221,518 shares 221,518 $11.2M 0.02% +50,047 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,919 shares; 2024Q4: 102,816 shares; 2025Q1: 143,314 shares; 2025Q2: 130,061 shares 130,061 $11.2M 0.02% -13,253 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,022 shares; 2024Q4: 229,598 shares; 2025Q1: 168,441 shares; 2025Q2: 210,574 shares 210,574 $11.2M 0.02% +42,133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,574 shares; 2024Q4: 170,476 shares; 2025Q1: 184,701 shares; 2025Q2: 130,722 shares 130,722 $11.2M 0.02% -53,979 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,254 shares; 2024Q4: 134,061 shares; 2025Q1: 80,807 shares; 2025Q2: 201,616 shares 201,616 $11.2M 0.02% +120,809 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,565 shares; 2024Q4: 127,289 shares; 2025Q1: 130,858 shares; 2025Q2: 130,481 shares 130,481 $11.2M 0.02% -377 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,871 shares; 2024Q4: 157,444 shares; 2025Q1: 169,900 shares; 2025Q2: 159,692 shares 159,692 $11.2M 0.02% -10,208 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,840 shares; 2025Q2: 414,909 shares 414,909 $11.2M 0.02% +380,069 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,741 shares; 2024Q4: 19,768 shares; 2025Q1: 4,533 shares; 2025Q2: 87,645 shares 87,645 $11.1M 0.02% +83,112 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,611 shares; 2024Q4: 241,816 shares; 2025Q1: 266,917 shares; 2025Q2: 265,405 shares 265,405 $11.1M 0.02% -1,512 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,130 shares; 2024Q4: 148,339 shares; 2025Q1: 143,785 shares; 2025Q2: 161,262 shares 161,262 $11.1M 0.02% +17,477 Timeline RSPU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,297 shares; 2024Q4: 173,694 shares; 2025Q1: 138,895 shares; 2025Q2: 155,569 shares 155,569 $11.1M 0.02% +16,674 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,702 shares; 2024Q4: 188,652 shares; 2025Q1: 128,178 shares; 2025Q2: 197,351 shares 197,351 $11.1M 0.02% +69,173 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 5,749 shares; 2025Q1: 6,853 shares; 2025Q2: 147,307 shares 147,307 $11.1M 0.02% +140,454 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,971 shares; 2024Q4: 64,274 shares; 2025Q1: 43,655 shares; 2025Q2: 46,197 shares 46,197 $11M 0.02% +2,542 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 42,252 shares; 2025Q1: 120,600 shares; 2025Q2: 161,473 shares 161,473 $11M 0.02% +40,873 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647,734 shares; 2024Q4: 641,296 shares; 2025Q1: 676,867 shares; 2025Q2: 787,260 shares 787,260 $11M 0.02% +110,393 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,342 shares; 2024Q4: 73,486 shares; 2025Q1: 55,334 shares; 2025Q2: 54,343 shares 54,343 $10.9M 0.02% -991 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,101 shares; 2024Q4: 121,334 shares; 2025Q1: 113,376 shares; 2025Q2: 217,177 shares 217,177 $10.9M 0.02% +103,801 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,751 shares; 2024Q4: 77,990 shares; 2025Q1: 15,907 shares; 2025Q2: 240,453 shares 240,453 $10.9M 0.02% +224,546 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,156 shares; 2024Q4: 26,117 shares; 2025Q1: 12,283 shares; 2025Q2: 29,297 shares 29,297 $10.9M 0.02% +17,014 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,226 shares; 2024Q4: 158,783 shares; 2025Q1: 203,416 shares; 2025Q2: 241,851 shares 241,851 $10.9M 0.02% +38,435 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,692 shares; 2024Q4: 278,016 shares; 2025Q1: 383,798 shares; 2025Q2: 333,567 shares 333,567 $10.9M 0.02% -50,231 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,419 shares; 2024Q4: 152,809 shares; 2025Q1: 347,884 shares; 2025Q2: 407,018 shares 407,018 $10.9M 0.02% +59,134 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,741 shares; 2024Q4: 151,632 shares; 2025Q1: 202,573 shares; 2025Q2: 255,407 shares 255,407 $10.8M 0.02% +52,834 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,668 shares; 2024Q4: 129,521 shares; 2025Q1: 97,362 shares; 2025Q2: 94,332 shares 94,332 $10.8M 0.02% -3,030 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,728 shares; 2024Q4: 185,281 shares; 2025Q1: 182,581 shares; 2025Q2: 243,848 shares 243,848 $10.8M 0.02% +61,267 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,173 shares; 2024Q4: 178,613 shares; 2025Q1: 206,857 shares; 2025Q2: 256,118 shares 256,118 $10.8M 0.02% +49,261 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,435 shares; 2024Q4: 85,647 shares; 2025Q1: 106,650 shares; 2025Q2: 170,983 shares 170,983 $10.8M 0.02% +64,333 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,344 shares; 2024Q4: 327,444 shares; 2025Q1: 377,799 shares; 2025Q2: 233,312 shares 233,312 $10.8M 0.02% -144,487 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,793 shares; 2024Q4: 455,913 shares; 2025Q1: 237,084 shares; 2025Q2: 464,019 shares 464,019 $10.8M 0.02% +226,935 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,810 shares; 2024Q4: 105,873 shares; 2025Q1: 107,319 shares; 2025Q2: 159,895 shares 159,895 $10.8M 0.02% +52,576 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,513 shares; 2024Q4: 317,904 shares; 2025Q1: 345,771 shares; 2025Q2: 337,572 shares 337,572 $10.8M 0.02% -8,199 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,848 shares; 2024Q4: 193,796 shares; 2025Q1: 185,385 shares; 2025Q2: 203,864 shares 203,864 $10.7M 0.02% +18,479 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 31,114 shares; 2025Q1: 22,098 shares; 2025Q2: 20,039 shares 20,039 $10.7M 0.02% -2,059 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,284 shares; 2024Q4: 204,376 shares; 2025Q1: 225,880 shares; 2025Q2: 231,706 shares 231,706 $10.7M 0.02% +5,826 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,160 shares; 2024Q4: 34,989 shares; 2025Q1: 26,687 shares; 2025Q2: 87,159 shares 87,159 $10.6M 0.02% +60,472 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,042 shares; 2024Q4: 5,420 shares; 2025Q1: 15,578 shares; 2025Q2: 129,255 shares 129,255 $10.6M 0.02% +113,677 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001,184 shares; 2024Q4: 1,032,556 shares; 2025Q1: 1,103,032 shares; 2025Q2: 1,175,003 shares 1,175,003 $10.6M 0.02% +71,971 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,457 shares; 2024Q4: 115,444 shares; 2025Q1: 97,564 shares; 2025Q2: 127,641 shares 127,641 $10.6M 0.02% +30,077 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,355 shares; 2024Q4: 94,196 shares; 2025Q1: 87,909 shares; 2025Q2: 131,722 shares 131,722 $10.6M 0.02% +43,813 Timeline GOVI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,536 shares; 2024Q4: 633,499 shares; 2025Q1: 316,652 shares; 2025Q2: 383,523 shares 383,523 $10.5M 0.02% +66,871 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,236 shares; 2024Q4: 68,635 shares; 2025Q1: 74,084 shares; 2025Q2: 97,421 shares 97,421 $10.5M 0.02% +23,337 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,561 shares; 2024Q4: 47,275 shares; 2025Q1: 16,917 shares; 2025Q2: 109,984 shares 109,984 $10.5M 0.02% +93,067 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,613 shares; 2024Q4: 202,345 shares; 2025Q1: 190,290 shares; 2025Q2: 232,536 shares 232,536 $10.5M 0.02% +42,246 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,729 shares; 2024Q4: 58,613 shares; 2025Q1: 26,467 shares; 2025Q2: 83,904 shares 83,904 $10.5M 0.02% +57,437 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,496 shares; 2024Q4: 279,512 shares; 2025Q1: 288,091 shares; 2025Q2: 287,614 shares 287,614 $10.5M 0.02% -477 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,995 shares; 2024Q4: 137,455 shares; 2025Q1: 153,712 shares; 2025Q2: 213,025 shares 213,025 $10.5M 0.02% +59,313 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,166 shares; 2024Q4: 603,972 shares; 2025Q1: 828,470 shares; 2025Q2: 821,883 shares 821,883 $10.5M 0.02% -6,587 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 26,638 shares; 2025Q1: 67,784 shares; 2025Q2: 94,982 shares 94,982 $10.4M 0.02% +27,198 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,847 shares; 2024Q4: 198,781 shares; 2025Q1: 215,522 shares; 2025Q2: 210,154 shares 210,154 $10.4M 0.02% -5,368 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,808 shares; 2024Q4: 140,309 shares; 2025Q1: 123,644 shares; 2025Q2: 107,243 shares 107,243 $10.4M 0.02% -16,401 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,700 shares; 2024Q4: 224,495 shares; 2025Q1: 245,498 shares; 2025Q2: 246,926 shares 246,926 $10.3M 0.02% +1,428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,991 shares; 2024Q4: 53,954 shares; 2025Q1: 49,284 shares; 2025Q2: 60,385 shares 60,385 $10.3M 0.02% +11,101 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,578 shares; 2024Q4: 448,339 shares; 2025Q1: 493,717 shares; 2025Q2: 302,189 shares 302,189 $10.3M 0.02% -191,528 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,805 shares; 2024Q4: 121,958 shares; 2025Q1: 114,794 shares; 2025Q2: 116,968 shares 116,968 $10.3M 0.02% +2,174 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,820 shares; 2024Q4: 130,986 shares; 2025Q1: 127,175 shares; 2025Q2: 128,821 shares 128,821 $10.3M 0.02% +1,646 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,965 shares; 2024Q4: 24,804 shares; 2025Q1: 2,652 shares; 2025Q2: 49,049 shares 49,049 $10.3M 0.02% +46,397 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,898 shares; 2024Q4: 103,033 shares; 2025Q1: 93,837 shares; 2025Q2: 103,716 shares 103,716 $10.2M 0.02% +9,879 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,065 shares; 2024Q4: 38,256 shares; 2025Q1: 37,579 shares; 2025Q2: 41,055 shares 41,055 $10.2M 0.02% +3,476 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,256 shares; 2024Q4: 195,360 shares; 2025Q1: 271,258 shares; 2025Q2: 226,319 shares 226,319 $10.2M 0.02% -44,939 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,050 shares; 2024Q4: 39,096 shares; 2025Q1: 52,513 shares; 2025Q2: 71,776 shares 71,776 $10.2M 0.02% +19,263 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,580 shares; 2024Q4: 27,909 shares; 2025Q1: 37,636 shares; 2025Q2: 48,072 shares 48,072 $10.2M 0.02% +10,436 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,750 shares; 2024Q4: 117,218 shares; 2025Q1: 126,095 shares; 2025Q2: 124,250 shares 124,250 $10.2M 0.02% -1,845 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,272 shares; 2024Q4: 68,238 shares; 2025Q1: 70,324 shares; 2025Q2: 99,998 shares 99,998 $10.1M 0.02% +29,674 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,847 shares; 2024Q4: 102,010 shares; 2025Q1: 293,392 shares; 2025Q2: 310,235 shares 310,235 $10.1M 0.02% +16,843 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,341 shares; 2024Q4: 34,589 shares; 2025Q1: 33,930 shares; 2025Q2: 38,620 shares 38,620 $10M 0.02% +4,690 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,955 shares; 2024Q4: 164,980 shares; 2025Q1: 93,160 shares; 2025Q2: 121,617 shares 121,617 $10M 0.02% +28,457 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,504 shares; 2024Q4: 351,213 shares; 2025Q1: 305,238 shares; 2025Q2: 408,095 shares 408,095 $10M 0.02% +102,857 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,155 shares; 2024Q4: 42,625 shares; 2025Q1: 39,843 shares; 2025Q2: 107,973 shares 107,973 $9.99M 0.02% +68,130 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,125 shares; 2024Q4: 165,827 shares; 2025Q1: 192,261 shares; 2025Q2: 229,017 shares 229,017 $9.96M 0.02% +36,756 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,248 shares; 2024Q4: 701,544 shares; 2025Q1: 852,860 shares; 2025Q2: 849,264 shares 849,264 $9.94M 0.02% -3,596 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,746 shares; 2024Q4: 52,192 shares; 2025Q1: 44,487 shares; 2025Q2: 51,420 shares 51,420 $9.94M 0.02% +6,933 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,165 shares; 2024Q4: 28,531 shares; 2025Q1: 19,804 shares; 2025Q2: 23,511 shares 23,511 $9.93M 0.02% +3,707 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,736 shares; 2024Q4: 47,283 shares; 2025Q1: 30,175 shares; 2025Q2: 66,425 shares 66,425 $9.86M 0.02% +36,250 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,821 shares; 2024Q4: 344,686 shares; 2025Q1: 386,980 shares; 2025Q2: 351,018 shares 351,018 $9.85M 0.02% -35,962 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,243 shares; 2024Q4: 89,831 shares; 2025Q1: 187,194 shares; 2025Q2: 236,855 shares 236,855 $9.83M 0.02% +49,661 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,467 shares; 2024Q4: 44,382 shares; 2025Q1: 47,872 shares; 2025Q2: 59,095 shares 59,095 $9.82M 0.02% +11,223 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,195 shares; 2024Q4: 126,125 shares; 2025Q1: 188,160 shares; 2025Q2: 219,553 shares 219,553 $9.8M 0.02% +31,393 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 17,458 shares; 2025Q1: 10,222 shares; 2025Q2: 17,025 shares 17,025 $9.79M 0.02% +6,803 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,906 shares; 2024Q4: 155,161 shares; 2025Q1: 180,744 shares; 2025Q2: 260,925 shares 260,925 $9.78M 0.02% +80,181 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,474 shares; 2024Q4: 106,739 shares; 2025Q1: 99,098 shares; 2025Q2: 113,174 shares 113,174 $9.75M 0.02% +14,076 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,010 shares; 2024Q4: 223,838 shares; 2025Q1: 228,346 shares; 2025Q2: 204,709 shares 204,709 $9.74M 0.02% -23,637 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,641 shares; 2024Q4: 165,830 shares; 2025Q1: 144,018 shares; 2025Q2: 138,474 shares 138,474 $9.69M 0.02% -5,544 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,850 shares; 2024Q4: 36,299 shares; 2025Q1: 30,500 shares; 2025Q2: 39,299 shares 39,299 $9.68M 0.02% +8,799 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,882 shares; 2024Q4: 108,108 shares; 2025Q1: 125,237 shares; 2025Q2: 137,128 shares 137,128 $9.67M 0.02% +11,891 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,898 shares; 2024Q4: 43,302 shares; 2025Q1: 61,475 shares; 2025Q2: 79,838 shares 79,838 $9.67M 0.02% +18,363 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,991 shares; 2024Q4: 89,476 shares; 2025Q1: 83,021 shares; 2025Q2: 100,221 shares 100,221 $9.62M 0.02% +17,200 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 16,237 shares; 2025Q1: 10,995 shares; 2025Q2: 17,068 shares 17,068 $9.61M 0.02% +6,073 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,999 shares; 2024Q4: 146,402 shares; 2025Q1: 206,686 shares; 2025Q2: 200,702 shares 200,702 $9.55M 0.02% -5,984 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,173 shares; 2024Q4: 325,100 shares; 2025Q1: 270,722 shares; 2025Q2: 259,649 shares 259,649 $9.54M 0.02% -11,073 Timeline JBND 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,057 shares; 2024Q4: 50,077 shares; 2025Q1: 143,084 shares; 2025Q2: 177,922 shares 177,922 $9.54M 0.02% +34,838 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,052 shares; 2024Q4: 28,423 shares; 2025Q1: 44,401 shares; 2025Q2: 81,174 shares 81,174 $9.53M 0.02% +36,773 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,520 shares; 2024Q4: 205,593 shares; 2025Q1: 206,177 shares; 2025Q2: 270,642 shares 270,642 $9.52M 0.02% +64,465 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,983 shares; 2024Q4: 74,372 shares; 2025Q1: 26,501 shares; 2025Q2: 158,896 shares 158,896 $9.51M 0.02% +132,395 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,143 shares; 2024Q4: 110,980 shares; 2025Q1: 68,575 shares; 2025Q2: 101,608 shares 101,608 $9.5M 0.02% +33,033 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 16,686 shares; 2025Q1: 4,216 shares; 2025Q2: 6,379 shares 6,379 $9.49M 0.02% +2,163 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,847 shares; 2024Q4: 163,318 shares; 2025Q1: 159,729 shares; 2025Q2: 182,647 shares 182,647 $9.48M 0.02% +22,918 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,465 shares; 2024Q4: 136,404 shares; 2025Q1: 274,193 shares; 2025Q2: 362,187 shares 362,187 $9.45M 0.02% +87,994 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 67,569 shares; 2025Q1: 19,768 shares; 2025Q2: 95,269 shares 95,269 $9.44M 0.02% +75,501 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,210 shares; 2024Q4: 17,535 shares; 2025Q1: 23,326 shares; 2025Q2: 39,483 shares 39,483 $9.43M 0.02% +16,157 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,805 shares; 2024Q4: 53,919 shares; 2025Q1: 56,273 shares; 2025Q2: 63,826 shares 63,826 $9.43M 0.02% +7,553 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,654 shares; 2024Q4: 93,686 shares; 2025Q1: 105,200 shares; 2025Q2: 261,269 shares 261,269 $9.39M 0.02% +156,069 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,028 shares; 2024Q4: 84,010 shares; 2025Q1: 109,194 shares; 2025Q2: 230,740 shares 230,740 $9.32M 0.02% +121,546 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,610 shares; 2024Q4: 33,277 shares; 2025Q1: 33,149 shares; 2025Q2: 42,723 shares 42,723 $9.31M 0.02% +9,574 Timeline FLMI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,429 shares; 2024Q4: 73,561 shares; 2025Q1: 131,462 shares; 2025Q2: 383,845 shares 383,845 $9.31M 0.02% +252,383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,583 shares; 2024Q4: 74,664 shares; 2025Q1: 52,176 shares; 2025Q2: 57,047 shares 57,047 $9.3M 0.02% +4,871 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,148 shares; 2024Q4: 174,096 shares; 2025Q1: 156,312 shares; 2025Q2: 156,952 shares 156,952 $9.28M 0.02% +640 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,018 shares; 2024Q4: 35,460 shares; 2025Q1: 31,905 shares; 2025Q2: 73,108 shares 73,108 $9.24M 0.02% +41,203 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,418 shares; 2024Q4: 313,062 shares; 2025Q1: 309,376 shares; 2025Q2: 409,259 shares 409,259 $9.24M 0.02% +99,883 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,985 shares; 2024Q4: 63,464 shares; 2025Q1: 51,141 shares; 2025Q2: 87,941 shares 87,941 $9.2M 0.02% +36,800 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,270 shares; 2024Q4: 193,347 shares; 2025Q1: 179,725 shares; 2025Q2: 195,209 shares 195,209 $9.2M 0.02% +15,484 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,569 shares; 2024Q4: 255,613 shares; 2025Q1: 242,736 shares; 2025Q2: 346,823 shares 346,823 $9.2M 0.02% +104,087 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,531 shares; 2024Q4: 162,287 shares; 2025Q1: 161,099 shares; 2025Q2: 188,526 shares 188,526 $9.19M 0.02% +27,427 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,779 shares; 2024Q4: 228,562 shares; 2025Q1: 146,884 shares; 2025Q2: 182,179 shares 182,179 $9.17M 0.02% +35,295 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,525 shares; 2024Q4: 29,396 shares; 2025Q1: 42,764 shares; 2025Q2: 68,115 shares 68,115 $9.16M 0.02% +25,351 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,727 shares; 2024Q4: 353,609 shares; 2025Q1: 390,618 shares; 2025Q2: 428,263 shares 428,263 $9.14M 0.02% +37,645 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 6,975 shares; 2025Q1: 1,284 shares; 2025Q2: 25,208 shares 25,208 $9.14M 0.02% +23,924 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,230 shares; 2024Q4: 44,323 shares; 2025Q1: 37,072 shares; 2025Q2: 75,866 shares 75,866 $9.14M 0.02% +38,794 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,654 shares; 2024Q4: 85,751 shares; 2025Q1: 35,578 shares; 2025Q2: 219,090 shares 219,090 $9.12M 0.02% +183,512 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714,553 shares; 2024Q4: 812,137 shares; 2025Q1: 965,396 shares; 2025Q2: 1,137,158 shares 1,137,158 $9.12M 0.02% +171,762 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,646 shares; 2024Q4: 99,180 shares; 2025Q1: 174,415 shares; 2025Q2: 193,551 shares 193,551 $9.11M 0.02% +19,136 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,196 shares; 2024Q4: 206,341 shares; 2025Q1: 168,449 shares; 2025Q2: 186,747 shares 186,747 $9.09M 0.02% +18,298 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,799 shares; 2024Q4: 31,794 shares; 2025Q1: 34,534 shares; 2025Q2: 36,917 shares 36,917 $9.08M 0.02% +2,383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 38,883 shares; 2025Q1: 13,137 shares; 2025Q2: 38,682 shares 38,682 $9.02M 0.02% +25,545 Timeline MISL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,869 shares; 2024Q4: 122,558 shares; 2025Q1: 216,658 shares; 2025Q2: 241,385 shares 241,385 $9.02M 0.02% +24,727 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,978 shares; 2024Q4: 125,166 shares; 2025Q1: 203,580 shares; 2025Q2: 161,632 shares 161,632 $9.02M 0.02% -41,948 Timeline BGLD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,026 shares; 2024Q4: 201,063 shares; 2025Q1: 365,939 shares; 2025Q2: 419,682 shares 419,682 $9.01M 0.02% +53,743 Timeline PBP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 2,695 shares; 2025Q1: 634,579 shares; 2025Q2: 411,683 shares 411,683 $9M 0.02% -222,896 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,050 shares; 2024Q4: 61,048 shares; 2025Q1: 18,753 shares; 2025Q2: 58,623 shares 58,623 $8.98M 0.02% +39,870 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092,164 shares; 2024Q4: 1,103,596 shares; 2025Q1: 1,152,125 shares; 2025Q2: 1,235,949 shares 1,235,949 $8.97M 0.02% +83,824 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,064 shares; 2024Q4: 304,456 shares; 2025Q1: 310,446 shares; 2025Q2: 331,970 shares 331,970 $8.95M 0.02% +21,524 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,615 shares; 2024Q4: 95,422 shares; 2025Q1: 188,901 shares; 2025Q2: 185,422 shares 185,422 $8.94M 0.02% -3,479 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,677 shares; 2024Q4: 294,333 shares; 2025Q1: 299,299 shares; 2025Q2: 298,444 shares 298,444 $8.93M 0.02% -855 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,273 shares; 2024Q4: 14,580 shares; 2025Q1: 8,654 shares; 2025Q2: 23,577 shares 23,577 $8.92M 0.02% +14,923 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,366 shares; 2024Q4: 245,306 shares; 2025Q1: 217,252 shares; 2025Q2: 255,978 shares 255,978 $8.9M 0.02% +38,726 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,108 shares; 2024Q4: 382,832 shares; 2025Q1: 494,081 shares; 2025Q2: 487,462 shares 487,462 $8.88M 0.02% -6,619 Timeline FDD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,860 shares; 2024Q4: 47,981 shares; 2025Q1: 9,329 shares; 2025Q2: 569,857 shares 569,857 $8.86M 0.02% +560,528 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,920 shares; 2024Q4: 242,487 shares; 2025Q1: 246,307 shares; 2025Q2: 223,161 shares 223,161 $8.86M 0.02% -23,146 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,939 shares; 2024Q4: 99,739 shares; 2025Q1: 95,351 shares; 2025Q2: 114,130 shares 114,130 $8.84M 0.02% +18,779 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988,130 shares; 2024Q4: 628,073 shares; 2025Q1: 654,140 shares; 2025Q2: 961,656 shares 961,656 $8.84M 0.02% +307,516 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,306 shares; 2024Q4: 482,427 shares; 2025Q1: 358,233 shares; 2025Q2: 373,136 shares 373,136 $8.83M 0.02% +14,903 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,400 shares; 2024Q4: 401,093 shares; 2025Q1: 344,172 shares; 2025Q2: 386,332 shares 386,332 $8.83M 0.02% +42,160 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,897 shares; 2024Q4: 401,240 shares; 2025Q1: 307,108 shares; 2025Q2: 381,450 shares 381,450 $8.8M 0.02% +74,342 DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,256 shares; 2024Q4: 216,031 shares; 2025Q1: 216,485 shares; 2025Q2: 207,597 shares 207,597 $8.8M 0.02% -8,888 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,344 shares; 2024Q4: 59,565 shares; 2025Q1: 39,491 shares; 2025Q2: 109,597 shares 109,597 $8.8M 0.02% +70,106 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,909 shares; 2024Q4: 434,023 shares; 2025Q1: 521,337 shares; 2025Q2: 538,746 shares 538,746 $8.78M 0.02% +17,409 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,391 shares; 2024Q4: 24,330 shares; 2025Q1: 35,107 shares; 2025Q2: 26,009 shares 26,009 $8.76M 0.02% -9,098 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,150 shares; 2024Q4: 192,149 shares; 2025Q1: 78,257 shares; 2025Q2: 155,648 shares 155,648 $8.74M 0.02% +77,391 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,166 shares; 2024Q4: 101,336 shares; 2025Q1: 155,736 shares; 2025Q2: 250,751 shares 250,751 $8.68M 0.02% +95,015 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,439 shares; 2024Q4: 29,793 shares; 2025Q1: 32,612 shares; 2025Q2: 33,800 shares 33,800 $8.68M 0.02% +1,188 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,013 shares; 2024Q4: 84,744 shares; 2025Q1: 184,518 shares; 2025Q2: 362,887 shares 362,887 $8.65M 0.02% +178,369 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,918 shares; 2024Q4: 93,504 shares; 2025Q1: 117,855 shares; 2025Q2: 161,106 shares 161,106 $8.63M 0.02% +43,251 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,493 shares; 2024Q4: 121,804 shares; 2025Q1: 192,033 shares; 2025Q2: 261,941 shares 261,941 $8.63M 0.02% +69,908 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,238 shares; 2024Q4: 182,477 shares; 2025Q1: 165,814 shares; 2025Q2: 177,718 shares 177,718 $8.62M 0.02% +11,904 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 50,059 shares; 2025Q1: 26,833 shares; 2025Q2: 96,705 shares 96,705 $8.61M 0.02% +69,872 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,074 shares; 2024Q4: 114,550 shares; 2025Q1: 115,856 shares; 2025Q2: 115,966 shares 115,966 $8.6M 0.02% +110 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,677 shares; 2024Q4: 90,163 shares; 2025Q1: 94,904 shares; 2025Q2: 56,888 shares 56,888 $8.58M 0.02% -38,016 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,617 shares; 2024Q4: 391,140 shares; 2025Q1: 233,919 shares; 2025Q2: 237,084 shares 237,084 $8.58M 0.02% +3,165 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,432 shares; 2024Q4: 21,429 shares; 2025Q1: 19,366 shares; 2025Q2: 30,509 shares 30,509 $8.56M 0.02% +11,143 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,185 shares; 2024Q4: 116,009 shares; 2025Q1: 25,479 shares; 2025Q2: 256,859 shares 256,859 $8.56M 0.02% +231,380 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,911 shares; 2024Q4: 241,875 shares; 2025Q1: 265,435 shares; 2025Q2: 232,872 shares 232,872 $8.54M 0.02% -32,563 Timeline XJUN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,610 shares; 2024Q4: 234,906 shares; 2025Q1: 224,714 shares; 2025Q2: 207,881 shares 207,881 $8.54M 0.02% -16,833 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,054 shares; 2024Q4: 225,258 shares; 2025Q1: 230,182 shares; 2025Q2: 203,906 shares 203,906 $8.53M 0.02% -26,276 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,924 shares; 2024Q4: 516,268 shares; 2025Q1: 611,697 shares; 2025Q2: 551,166 shares 551,166 $8.53M 0.02% -60,531 Timeline BUFG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,612 shares; 2024Q4: 302,699 shares; 2025Q1: 365,603 shares; 2025Q2: 333,964 shares 333,964 $8.51M 0.02% -31,639 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,225 shares; 2024Q4: 96,682 shares; 2025Q1: 97,327 shares; 2025Q2: 96,382 shares 96,382 $8.47M 0.02% -945 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,368 shares; 2024Q4: 56,195 shares; 2025Q1: 163,497 shares; 2025Q2: 264,590 shares 264,590 $8.47M 0.02% +101,093 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,360 shares; 2024Q4: 232,263 shares; 2025Q1: 57,968 shares; 2025Q2: 548,474 shares 548,474 $8.46M 0.02% +490,506 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,373 shares; 2024Q4: 320,109 shares; 2025Q1: 263,687 shares; 2025Q2: 268,134 shares 268,134 $8.46M 0.02% +4,447 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,543 shares; 2024Q4: 114,047 shares; 2025Q1: 88,246 shares; 2025Q2: 170,819 shares 170,819 $8.44M 0.02% +82,573 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,892 shares; 2024Q4: 100,249 shares; 2025Q1: 76,056 shares; 2025Q2: 187,568 shares 187,568 $8.44M 0.02% +111,512 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,985 shares; 2024Q4: 63,796 shares; 2025Q1: 66,975 shares; 2025Q2: 171,920 shares 171,920 $8.4M 0.01% +104,945 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,064 shares; 2024Q4: 83,583 shares; 2025Q1: 67,608 shares; 2025Q2: 79,923 shares 79,923 $8.39M 0.01% +12,315 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,645 shares; 2024Q4: 66,911 shares; 2025Q1: 77,287 shares; 2025Q2: 194,299 shares 194,299 $8.37M 0.01% +117,012 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,432 shares; 2024Q4: 94,501 shares; 2025Q1: 147,209 shares; 2025Q2: 162,649 shares 162,649 $8.37M 0.01% +15,440 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,099 shares; 2024Q4: 261,018 shares; 2025Q1: 174,908 shares; 2025Q2: 322,239 shares 322,239 $8.36M 0.01% +147,331 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,137 shares; 2024Q4: 20,033 shares; 2025Q1: 12,030 shares; 2025Q2: 25,661 shares 25,661 $8.35M 0.01% +13,631 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,757 shares; 2024Q4: 246,364 shares; 2025Q1: 154,395 shares; 2025Q2: 188,691 shares 188,691 $8.35M 0.01% +34,296 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,708 shares; 2024Q4: 102,999 shares; 2025Q1: 128,652 shares; 2025Q2: 119,627 shares 119,627 $8.33M 0.01% -9,025 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,804 shares; 2024Q4: 144,151 shares; 2025Q1: 132,570 shares; 2025Q2: 188,286 shares 188,286 $8.33M 0.01% +55,716 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,294 shares; 2024Q4: 158,997 shares; 2025Q1: 173,580 shares; 2025Q2: 174,013 shares 174,013 $8.33M 0.01% +433 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,775 shares; 2024Q4: 118,500 shares; 2025Q1: 109,122 shares; 2025Q2: 166,081 shares 166,081 $8.32M 0.01% +56,959 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,136 shares; 2024Q4: 71,345 shares; 2025Q1: 97,732 shares; 2025Q2: 92,545 shares 92,545 $8.31M 0.01% -5,187 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,155 shares; 2024Q4: 117,695 shares; 2025Q1: 86,204 shares; 2025Q2: 104,869 shares 104,869 $8.31M 0.01% +18,665 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,892 shares; 2024Q4: 72,552 shares; 2025Q1: 277,352 shares; 2025Q2: 172,614 shares 172,614 $8.28M 0.01% -104,738 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,455 shares; 2024Q4: 124,780 shares; 2025Q1: 134,792 shares; 2025Q2: 136,579 shares 136,579 $8.23M 0.01% +1,787 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,349 shares; 2024Q4: 128,832 shares; 2025Q1: 136,369 shares; 2025Q2: 221,315 shares 221,315 $8.23M 0.01% +84,946 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,888 shares; 2024Q4: 36,509 shares; 2025Q1: 26,768 shares; 2025Q2: 51,063 shares 51,063 $8.2M 0.01% +24,295 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,178 shares; 2024Q4: 36,639 shares; 2025Q1: 27,438 shares; 2025Q2: 31,042 shares 31,042 $8.18M 0.01% +3,604 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,484 shares; 2024Q4: 189,655 shares; 2025Q1: 205,256 shares; 2025Q2: 239,818 shares 239,818 $8.14M 0.01% +34,562 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,323 shares; 2024Q4: 73,274 shares; 2025Q1: 26,227 shares; 2025Q2: 102,184 shares 102,184 $8.12M 0.01% +75,957 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,896 shares; 2024Q4: 324,440 shares; 2025Q1: 332,851 shares; 2025Q2: 379,671 shares 379,671 $8.12M 0.01% +46,820 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,279 shares; 2024Q4: 86,093 shares; 2025Q1: 50,153 shares; 2025Q2: 85,616 shares 85,616 $8.12M 0.01% +35,463 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,817 shares; 2024Q4: 42,816 shares; 2025Q1: 50,236 shares; 2025Q2: 68,053 shares 68,053 $8.02M 0.01% +17,817 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,137 shares; 2024Q4: 117,776 shares; 2025Q1: 157,868 shares; 2025Q2: 180,325 shares 180,325 $7.98M 0.01% +22,457 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,861 shares; 2024Q4: 365,794 shares; 2025Q1: 327,666 shares; 2025Q2: 406,147 shares 406,147 $7.96M 0.01% +78,481 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,530 shares; 2024Q4: 48,962 shares; 2025Q1: 64,453 shares; 2025Q2: 70,272 shares 70,272 $7.96M 0.01% +5,819 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,912 shares; 2024Q4: 228,515 shares; 2025Q1: 271,302 shares; 2025Q2: 289,522 shares 289,522 $7.95M 0.01% +18,220 Timeline SDVD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,071 shares; 2024Q4: 356,433 shares; 2025Q1: 380,356 shares; 2025Q2: 386,485 shares 386,485 $7.93M 0.01% +6,129 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,357 shares; 2024Q4: 500,394 shares; 2025Q1: 312,635 shares; 2025Q2: 320,815 shares 320,815 $7.92M 0.01% +8,180 Timeline SHYM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,277 shares; 2024Q4: 170,219 shares; 2025Q1: 427,470 shares; 2025Q2: 354,744 shares 354,744 $7.91M 0.01% -72,726 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,521 shares; 2024Q4: 407,690 shares; 2025Q1: 231,774 shares; 2025Q2: 117,677 shares 117,677 $7.91M 0.01% -114,097 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,404 shares; 2024Q4: 352,200 shares; 2025Q1: 456,433 shares; 2025Q2: 471,489 shares 471,489 $7.91M 0.01% +15,056 Timeline PWV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,497 shares; 2024Q4: 108,167 shares; 2025Q1: 117,363 shares; 2025Q2: 126,878 shares 126,878 $7.89M 0.01% +9,515 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,253 shares; 2024Q4: 174,679 shares; 2025Q1: 236,795 shares; 2025Q2: 171,134 shares 171,134 $7.88M 0.01% -65,661 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,540 shares; 2024Q4: 130,982 shares; 2025Q1: 137,631 shares; 2025Q2: 348,292 shares 348,292 $7.88M 0.01% +210,661 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,498 shares; 2024Q4: 66,880 shares; 2025Q1: 25,580 shares; 2025Q2: 73,674 shares 73,674 $7.83M 0.01% +48,094 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,903 shares; 2024Q4: 93,882 shares; 2025Q1: 66,616 shares; 2025Q2: 83,358 shares 83,358 $7.82M 0.01% +16,742 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,045 shares; 2024Q4: 126,495 shares; 2025Q1: 50,585 shares; 2025Q2: 146,412 shares 146,412 $7.79M 0.01% +95,827 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,340 shares; 2024Q4: 62,155 shares; 2025Q1: 30,077 shares; 2025Q2: 60,722 shares 60,722 $7.79M 0.01% +30,645 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,209 shares; 2024Q4: 31,111 shares; 2025Q1: 29,160 shares; 2025Q2: 39,026 shares 39,026 $7.78M 0.01% +9,866 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,165 shares; 2024Q4: 54,506 shares; 2025Q1: 70,744 shares; 2025Q2: 102,406 shares 102,406 $7.77M 0.01% +31,662 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,166 shares; 2024Q4: 136,441 shares; 2025Q1: 129,910 shares; 2025Q2: 148,063 shares 148,063 $7.7M 0.01% +18,153 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,968 shares; 2024Q4: 47,382 shares; 2025Q1: 57,420 shares; 2025Q2: 119,000 shares 119,000 $7.68M 0.01% +61,580 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,756 shares; 2024Q4: 238,541 shares; 2025Q1: 174,295 shares; 2025Q2: 150,263 shares 150,263 $7.67M 0.01% -24,032 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,140 shares; 2024Q4: 410,122 shares; 2025Q1: 50,638 shares; 2025Q2: 297,053 shares 297,053 $7.66M 0.01% +246,415 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,694 shares; 2024Q4: 162,032 shares; 2025Q1: 244,222 shares; 2025Q2: 306,165 shares 306,165 $7.65M 0.01% +61,943 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,377 shares; 2024Q4: 47,196 shares; 2025Q1: 130,227 shares; 2025Q2: 209,424 shares 209,424 $7.63M 0.01% +79,197 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,565 shares; 2024Q4: 257,752 shares; 2025Q1: 232,808 shares; 2025Q2: 257,788 shares 257,788 $7.63M 0.01% +24,980 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,365 shares; 2024Q4: 19,961 shares; 2025Q1: 38,839 shares; 2025Q2: 44,729 shares 44,729 $7.61M 0.01% +5,890 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,276 shares; 2024Q4: 51,770 shares; 2025Q1: 47,023 shares; 2025Q2: 43,662 shares 43,662 $7.61M 0.01% -3,361 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,069 shares; 2024Q4: 60,199 shares; 2025Q1: 38,410 shares; 2025Q2: 111,083 shares 111,083 $7.6M 0.01% +72,673 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,272 shares; 2024Q4: 60,777 shares; 2025Q1: 61,628 shares; 2025Q2: 69,312 shares 69,312 $7.6M 0.01% +7,684 Timeline SIXO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,354 shares; 2024Q4: 168,124 shares; 2025Q1: 179,169 shares; 2025Q2: 229,455 shares 229,455 $7.6M 0.01% +50,286 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,436 shares; 2024Q4: 178,489 shares; 2025Q1: 204,185 shares; 2025Q2: 170,163 shares 170,163 $7.6M 0.01% -34,022 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,301 shares; 2024Q4: 203,500 shares; 2025Q1: 249,284 shares; 2025Q2: 149,997 shares 149,997 $7.59M 0.01% -99,287 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 51,850 shares; 2025Q1: 115,478 shares; 2025Q2: 135,575 shares 135,575 $7.59M 0.01% +20,097 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,762 shares; 2024Q4: 34,126 shares; 2025Q1: 12,346 shares; 2025Q2: 80,879 shares 80,879 $7.54M 0.01% +68,533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,555 shares; 2024Q4: 48,432 shares; 2025Q1: 63,032 shares; 2025Q2: 62,664 shares 62,664 $7.54M 0.01% -368 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,453 shares; 2024Q4: 310,069 shares; 2025Q1: 306,679 shares; 2025Q2: 310,081 shares 310,081 $7.52M 0.01% +3,402 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,921 shares; 2024Q4: 262,620 shares; 2025Q1: 221,694 shares; 2025Q2: 199,813 shares 199,813 $7.51M 0.01% -21,881 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,994 shares; 2024Q4: 117,270 shares; 2025Q1: 153,362 shares; 2025Q2: 118,808 shares 118,808 $7.47M 0.01% -34,554 Timeline AUGW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,823 shares; 2024Q4: 263,054 shares; 2025Q1: 255,219 shares; 2025Q2: 243,073 shares 243,073 $7.46M 0.01% -12,146 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,305 shares; 2024Q4: 265,371 shares; 2025Q1: 253,403 shares; 2025Q2: 264,912 shares 264,912 $7.43M 0.01% +11,509 Timeline VPL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,643 shares; 2024Q4: 32,453 shares; 2025Q1: 10,471 shares; 2025Q2: 101,139 shares 101,139 $7.4M 0.01% +90,668 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,514 shares; 2024Q4: 42,675 shares; 2025Q1: 73,973 shares; 2025Q2: 93,001 shares 93,001 $7.4M 0.01% +19,028 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,050 shares; 2024Q4: 229,701 shares; 2025Q1: 175,335 shares; 2025Q2: 231,100 shares 231,100 $7.38M 0.01% +55,765 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,669 shares; 2024Q4: 117,226 shares; 2025Q1: 137,045 shares; 2025Q2: 170,980 shares 170,980 $7.38M 0.01% +33,935 Timeline FICS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,217 shares; 2024Q4: 93,597 shares; 2025Q1: 98,562 shares; 2025Q2: 187,280 shares 187,280 $7.37M 0.01% +88,718 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,052 shares; 2024Q4: 471,450 shares; 2025Q1: 335,711 shares; 2025Q2: 640,286 shares 640,286 $7.34M 0.01% +304,575 Timeline