RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 959 shares; 2025Q3: 36,174 shares 36,174 $4.82M 0.01% +35,215 Timeline IVVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,160 shares; 2025Q1: 1,627 shares; 2025Q2: 11,327 shares; 2025Q3: 104,304 shares 104,304 $4.82M 0.01% +92,977 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,702 shares; 2024Q4: 10,207 shares; 2025Q1: 6,466 shares; 2025Q2: 22,862 shares; 2025Q3: 24,594 shares 24,594 $4.81M 0.01% +1,732 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,037 shares; 2024Q4: 137,072 shares; 2025Q1: 130,510 shares; 2025Q2: 142,673 shares; 2025Q3: 147,630 shares 147,630 $4.81M 0.01% +4,957 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,568 shares; 2024Q4: 119,743 shares; 2025Q1: 126,989 shares; 2025Q2: 133,083 shares; 2025Q3: 128,512 shares 128,512 $4.8M 0.01% -4,571 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,867 shares; 2024Q4: 5,818 shares; 2025Q1: 33,233 shares; 2025Q2: 36,447 shares; 2025Q3: 61,651 shares 61,651 $4.8M 0.01% +25,204 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,460 shares; 2024Q4: 82,003 shares; 2025Q1: 85,914 shares; 2025Q2: 98,741 shares; 2025Q3: 91,242 shares 91,242 $4.8M 0.01% -7,499 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,430 shares; 2024Q4: 9,555 shares; 2025Q1: 4,846 shares; 2025Q2: 21,357 shares; 2025Q3: 15,472 shares 15,472 $4.79M 0.01% -5,885 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,900 shares; 2024Q4: 47,304 shares; 2025Q1: 120,395 shares; 2025Q2: 120,844 shares; 2025Q3: 105,460 shares 105,460 $4.79M 0.01% -15,384 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,830 shares; 2024Q4: 210,842 shares; 2025Q1: 233,859 shares; 2025Q2: 204,210 shares; 2025Q3: 191,269 shares 191,269 $4.79M 0.01% -12,941 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,511 shares; 2024Q4: 59,510 shares; 2025Q1: 54,933 shares; 2025Q2: 57,695 shares; 2025Q3: 60,436 shares 60,436 $4.77M 0.01% +2,741 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,392 shares; 2024Q4: 146,046 shares; 2025Q1: 178,570 shares; 2025Q2: 109,532 shares; 2025Q3: 102,709 shares 102,709 $4.76M 0.01% -6,823 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 8,440 shares; 2025Q1: 8,933 shares; 2025Q2: 11,372 shares; 2025Q3: 13,580 shares 13,580 $4.76M 0.01% +2,208 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,120 shares; 2024Q4: 109,591 shares; 2025Q1: 100,465 shares; 2025Q2: 120,627 shares; 2025Q3: 123,778 shares 123,778 $4.76M 0.01% +3,151 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,202 shares; 2024Q4: 38,381 shares; 2025Q1: 35,457 shares; 2025Q2: 82,991 shares; 2025Q3: 100,737 shares 100,737 $4.73M 0.01% +17,746 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,024 shares; 2024Q4: 108,477 shares; 2025Q1: 124,911 shares; 2025Q2: 148,196 shares; 2025Q3: 152,812 shares 152,812 $4.73M 0.01% +4,616 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,088 shares; 2024Q4: 27,406 shares; 2025Q1: 15,734 shares; 2025Q2: 27,529 shares; 2025Q3: 29,533 shares 29,533 $4.73M 0.01% +2,004 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 7,689 shares; 2025Q1: 9,691 shares; 2025Q2: 12,394 shares; 2025Q3: 11,425 shares 11,425 $4.72M 0.01% -969 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,954 shares; 2024Q4: 21,280 shares; 2025Q1: 15,773 shares; 2025Q2: 38,855 shares; 2025Q3: 38,630 shares 38,630 $4.71M 0.01% -225 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,458 shares; 2024Q4: 7,813 shares; 2025Q1: 8,548 shares; 2025Q2: 9,244 shares; 2025Q3: 9,831 shares 9,831 $4.71M 0.01% +587 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,932 shares; 2024Q4: 36,363 shares; 2025Q1: 33,267 shares; 2025Q2: 35,090 shares; 2025Q3: 70,548 shares 70,548 $4.7M 0.01% +35,458 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 10,279 shares; 2025Q1: 3,114 shares; 2025Q2: 10,812 shares; 2025Q3: 54,397 shares 54,397 $4.7M 0.01% +43,585 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,886 shares; 2024Q4: 48,393 shares; 2025Q1: 73,256 shares; 2025Q2: 79,850 shares; 2025Q3: 88,469 shares 88,469 $4.68M 0.01% +8,619 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,932 shares; 2024Q4: 31,894 shares; 2025Q1: 36,075 shares; 2025Q2: 144,087 shares; 2025Q3: 131,617 shares 131,617 $4.68M 0.01% -12,470 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,284 shares; 2024Q4: 146,416 shares; 2025Q1: 146,133 shares; 2025Q2: 136,653 shares; 2025Q3: 123,449 shares 123,449 $4.68M 0.01% -13,204 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,136 shares; 2024Q4: 380,481 shares; 2025Q1: 481,346 shares; 2025Q2: 496,064 shares; 2025Q3: 519,566 shares 519,566 $4.66M 0.01% +23,502 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,345 shares; 2024Q4: 121,964 shares; 2025Q1: 348,926 shares; 2025Q2: 346,088 shares; 2025Q3: 398,655 shares 398,655 $4.66M 0.01% +52,567 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,078 shares; 2024Q4: 46,325 shares; 2025Q1: 43,485 shares; 2025Q2: 57,046 shares; 2025Q3: 64,808 shares 64,808 $4.64M 0.01% +7,762 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,936 shares; 2024Q4: 18,855 shares; 2025Q1: 19,794 shares; 2025Q2: 19,861 shares; 2025Q3: 18,644 shares 18,644 $4.63M 0.01% -1,217 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,215 shares; 2024Q4: 95,392 shares; 2025Q1: 98,625 shares; 2025Q2: 115,939 shares; 2025Q3: 115,169 shares 115,169 $4.63M 0.01% -770 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 19,373 shares; 2025Q1: 48,492 shares; 2025Q2: 186,997 shares; 2025Q3: 244,215 shares 244,215 $4.63M 0.01% +57,218 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,644 shares; 2024Q4: 168,460 shares; 2025Q1: 250,988 shares; 2025Q2: 234,154 shares; 2025Q3: 188,054 shares 188,054 $4.61M 0.01% -46,100 ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,451 shares; 2024Q4: 81,653 shares; 2025Q1: 96,696 shares; 2025Q2: 111,193 shares; 2025Q3: 103,784 shares 103,784 $4.61M 0.01% -7,409 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 11,642 shares; 2025Q1: 6,856 shares; 2025Q2: 5,025 shares; 2025Q3: 67,194 shares 67,194 $4.6M 0.01% +62,169 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 8,484 shares; 2025Q1: 53,684 shares; 2025Q2: 54,983 shares; 2025Q3: 55,069 shares 55,069 $4.59M 0.01% +86 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,080 shares; 2024Q4: 7,008 shares; 2025Q1: 10,411 shares; 2025Q2: 13,084 shares; 2025Q3: 12,910 shares 12,910 $4.57M 0.01% -174 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,750 shares; 2024Q4: 78,661 shares; 2025Q1: 47,483 shares; 2025Q2: 92,413 shares; 2025Q3: 91,524 shares 91,524 $4.57M 0.01% -889 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 20,877 shares; 2025Q1: 87,167 shares; 2025Q2: 93,810 shares; 2025Q3: 90,735 shares 90,735 $4.56M 0.01% -3,075 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 14,077 shares; 2025Q1: 11,483 shares; 2025Q2: 123,437 shares; 2025Q3: 127,083 shares 127,083 $4.56M 0.01% +3,646 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 12,984 shares; 2025Q1: 13,561 shares; 2025Q2: 8,794 shares; 2025Q3: 52,366 shares 52,366 $4.56M 0.01% +43,572 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,243 shares; 2024Q4: 120,521 shares; 2025Q1: 117,437 shares; 2025Q2: 90,915 shares; 2025Q3: 103,604 shares 103,604 $4.55M 0.01% +12,689 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,295 shares; 2024Q4: 59,692 shares; 2025Q1: 72,473 shares; 2025Q2: 75,453 shares; 2025Q3: 81,224 shares 81,224 $4.54M 0.01% +5,771 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,530 shares; 2024Q4: 36,526 shares; 2025Q1: 33,356 shares; 2025Q2: 33,805 shares; 2025Q3: 31,148 shares 31,148 $4.54M 0.01% -2,657 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,945 shares; 2024Q4: 123,177 shares; 2025Q1: 209,216 shares; 2025Q2: 204,633 shares; 2025Q3: 204,563 shares 204,563 $4.53M 0.01% -70 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,641 shares; 2024Q4: 20,546 shares; 2025Q1: 20,044 shares; 2025Q2: 25,751 shares; 2025Q3: 32,371 shares 32,371 $4.53M 0.01% +6,620 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,570 shares; 2024Q4: 36,451 shares; 2025Q1: 39,717 shares; 2025Q2: 55,924 shares; 2025Q3: 97,996 shares 97,996 $4.52M 0.01% +42,072 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,596 shares; 2024Q4: 162,236 shares; 2025Q1: 131,932 shares; 2025Q2: 137,564 shares; 2025Q3: 154,816 shares 154,816 $4.52M 0.01% +17,252 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,287 shares; 2024Q4: 15,319 shares; 2025Q1: 23,034 shares; 2025Q2: 23,399 shares; 2025Q3: 24,398 shares 24,398 $4.5M 0.01% +999 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,831 shares; 2024Q4: 79,798 shares; 2025Q1: 113,672 shares; 2025Q2: 138,900 shares; 2025Q3: 129,131 shares 129,131 $4.5M 0.01% -9,769 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 3,336 shares; 2025Q1: 2,881 shares; 2025Q2: 3,393 shares; 2025Q3: 28,184 shares 28,184 $4.5M 0.01% +24,791 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 481 shares; 2025Q1: 9,291 shares; 2025Q2: 8,004 shares; 2025Q3: 44,173 shares 44,173 $4.49M 0.01% +36,169 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,437 shares; 2024Q4: 23,145 shares; 2025Q1: 8,116 shares; 2025Q2: 7,237 shares; 2025Q3: 27,637 shares 27,637 $4.49M 0.01% +20,400 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 6,937 shares; 2025Q1: 7,029 shares; 2025Q2: 20,439 shares; 2025Q3: 33,117 shares 33,117 $4.49M 0.01% +12,678 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,216 shares; 2024Q4: 45,620 shares; 2025Q1: 89,571 shares; 2025Q2: 139,727 shares; 2025Q3: 145,581 shares 145,581 $4.48M 0.01% +5,854 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 17,517 shares; 2025Q1: 55,301 shares; 2025Q2: 79,365 shares; 2025Q3: 100,461 shares 100,461 $4.48M 0.01% +21,096 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,601 shares; 2024Q4: 26,475 shares; 2025Q1: 36,897 shares; 2025Q2: 45,759 shares; 2025Q3: 86,004 shares 86,004 $4.48M 0.01% +40,245 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,429 shares; 2024Q4: 177,720 shares; 2025Q1: 15,149 shares; 2025Q2: 51,658 shares; 2025Q3: 56,689 shares 56,689 $4.47M 0.01% +5,031 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,218 shares; 2024Q4: 3,382 shares; 2025Q1: 1,961 shares; 2025Q2: 13,226 shares; 2025Q3: 71,055 shares 71,055 $4.46M 0.01% +57,829 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,401 shares; 2024Q4: 63,225 shares; 2025Q1: 36,381 shares; 2025Q2: 113,125 shares; 2025Q3: 144,119 shares 144,119 $4.46M 0.01% +30,994 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,619 shares; 2024Q4: 101,459 shares; 2025Q1: 97,239 shares; 2025Q2: 87,004 shares; 2025Q3: 125,140 shares 125,140 $4.46M 0.01% +38,136 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,216 shares; 2024Q4: 57,873 shares; 2025Q1: 28,834 shares; 2025Q2: 57,018 shares; 2025Q3: 50,743 shares 50,743 $4.46M 0.01% -6,275 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,824 shares; 2024Q4: 130,643 shares; 2025Q1: 121,439 shares; 2025Q2: 141,660 shares; 2025Q3: 136,928 shares 136,928 $4.46M 0.01% -4,732 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,913 shares; 2024Q4: 353,253 shares; 2025Q1: 118,698 shares; 2025Q2: 113,082 shares; 2025Q3: 104,472 shares 104,472 $4.46M 0.01% -8,610 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,221 shares; 2024Q4: 24,570 shares; 2025Q1: 45,580 shares; 2025Q2: 49,517 shares; 2025Q3: 85,618 shares 85,618 $4.45M 0.01% +36,101 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,938 shares; 2024Q4: 13,922 shares; 2025Q1: 67,738 shares; 2025Q2: 55,119 shares; 2025Q3: 66,644 shares 66,644 $4.44M 0.01% +11,525 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,483 shares; 2024Q4: 45,958 shares; 2025Q1: 44,834 shares; 2025Q2: 78,380 shares; 2025Q3: 96,229 shares 96,229 $4.44M 0.01% +17,849 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,788 shares; 2024Q4: 366,513 shares; 2025Q1: 370,028 shares; 2025Q2: 184,727 shares; 2025Q3: 185,466 shares 185,466 $4.42M 0.01% +739 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,223 shares; 2024Q4: 26,754 shares; 2025Q1: 69,972 shares; 2025Q2: 83,770 shares; 2025Q3: 149,104 shares 149,104 $4.42M 0.01% +65,334 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,705 shares; 2024Q4: 53,045 shares; 2025Q1: 44,372 shares; 2025Q2: 47,664 shares; 2025Q3: 54,436 shares 54,436 $4.42M 0.01% +6,772 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,018 shares; 2024Q4: 35,460 shares; 2025Q1: 31,905 shares; 2025Q2: 73,108 shares; 2025Q3: 33,118 shares 33,118 $4.41M 0.01% -39,990 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,836 shares; 2024Q4: 21,391 shares; 2025Q1: 59,391 shares; 2025Q2: 67,496 shares; 2025Q3: 153,693 shares 153,693 $4.41M 0.01% +86,197 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,696 shares; 2024Q4: 91,235 shares; 2025Q1: 163,155 shares; 2025Q2: 115,802 shares; 2025Q3: 145,637 shares 145,637 $4.4M 0.01% +29,835 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,292 shares; 2024Q4: 34,962 shares; 2025Q1: 125,613 shares; 2025Q2: 115,569 shares; 2025Q3: 143,091 shares 143,091 $4.4M 0.01% +27,522 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,010 shares; 2024Q4: 111,610 shares; 2025Q1: 110,856 shares; 2025Q2: 170,268 shares; 2025Q3: 190,166 shares 190,166 $4.4M 0.01% +19,898 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,326 shares; 2025Q1: 3,363 shares; 2025Q2: 3,396 shares; 2025Q3: 18,907 shares 18,907 $4.39M 0.01% +15,511 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,252 shares; 2024Q4: 39,521 shares; 2025Q1: 63,372 shares; 2025Q2: 67,905 shares; 2025Q3: 89,654 shares 89,654 $4.39M 0.01% +21,749 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,600 shares; 2024Q4: 37,331 shares; 2025Q1: 47,740 shares; 2025Q2: 45,730 shares; 2025Q3: 228,261 shares 228,261 $4.38M 0.01% +182,531 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,733 shares; 2024Q4: 216,006 shares; 2025Q1: 209,639 shares; 2025Q2: 139,496 shares; 2025Q3: 137,266 shares 137,266 $4.38M 0.01% -2,230 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 9,508 shares; 2025Q1: 13,459 shares; 2025Q2: 13,959 shares; 2025Q3: 188,939 shares 188,939 $4.37M 0.01% +174,980 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,055 shares; 2024Q4: 17,539 shares; 2025Q1: 24,608 shares; 2025Q2: 11,625 shares; 2025Q3: 14,540 shares 14,540 $4.36M 0.01% +2,915 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,440 shares; 2024Q4: 126,773 shares; 2025Q1: 177,471 shares; 2025Q2: 195,243 shares; 2025Q3: 204,049 shares 204,049 $4.34M 0.01% +8,806 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,022 shares; 2025Q3: 142,954 shares 142,954 $4.34M 0.01% +138,932 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 5,837 shares; 2025Q1: 5,946 shares; 2025Q2: 14,659 shares; 2025Q3: 98,665 shares 98,665 $4.34M 0.01% +84,006 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,656 shares; 2024Q4: 121,460 shares; 2025Q1: 101,265 shares; 2025Q2: 115,550 shares; 2025Q3: 230,768 shares 230,768 $4.34M 0.01% +115,218 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,182 shares; 2024Q4: 341,508 shares; 2025Q1: 365,524 shares; 2025Q2: 394,174 shares; 2025Q3: 407,858 shares 407,858 $4.33M 0.01% +13,684 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,929 shares; 2024Q4: 21,419 shares; 2025Q1: 28,190 shares; 2025Q2: 49,756 shares; 2025Q3: 44,992 shares 44,992 $4.33M 0.01% -4,764 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 665 shares; 2025Q1: 36 shares; 2025Q2: 3,602 shares; 2025Q3: 83,146 shares 83,146 $4.33M 0.01% +79,544 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,210 shares; 2024Q4: 194,416 shares; 2025Q1: 149,867 shares; 2025Q2: 106,845 shares; 2025Q3: 103,957 shares 103,957 $4.33M 0.01% -2,888 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,424 shares; 2024Q4: 77,412 shares; 2025Q1: 36,741 shares; 2025Q2: 37,108 shares; 2025Q3: 44,132 shares 44,132 $4.31M 0.01% +7,024 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,584 shares; 2024Q4: 94,837 shares; 2025Q1: 36,928 shares; 2025Q2: 36,728 shares; 2025Q3: 39,222 shares 39,222 $4.3M 0.01% +2,494 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,377 shares; 2024Q4: 24,713 shares; 2025Q1: 10,260 shares; 2025Q2: 15,454 shares; 2025Q3: 16,371 shares 16,371 $4.3M 0.01% +917 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,707 shares; 2024Q4: 107,374 shares; 2025Q1: 108,284 shares; 2025Q2: 129,057 shares; 2025Q3: 101,535 shares 101,535 $4.29M 0.01% -27,522 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,375 shares; 2024Q4: 80,395 shares; 2025Q1: 72,214 shares; 2025Q2: 93,349 shares; 2025Q3: 94,493 shares 94,493 $4.28M 0.01% +1,144 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,591 shares; 2024Q4: 143,383 shares; 2025Q1: 198,722 shares; 2025Q2: 273,832 shares; 2025Q3: 266,055 shares 266,055 $4.27M 0.01% -7,777 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,801 shares; 2024Q4: 50,134 shares; 2025Q1: 53,889 shares; 2025Q2: 48,151 shares; 2025Q3: 47,000 shares 47,000 $4.26M 0.01% -1,151 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,117 shares; 2024Q4: 29,912 shares; 2025Q1: 69,965 shares; 2025Q2: 93,189 shares; 2025Q3: 85,017 shares 85,017 $4.26M 0.01% -8,172 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,290 shares; 2024Q4: 22,045 shares; 2025Q1: 22,505 shares; 2025Q2: 32,130 shares; 2025Q3: 36,809 shares 36,809 $4.25M 0.01% +4,679 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,853 shares; 2024Q4: 51,011 shares; 2025Q1: 55,628 shares; 2025Q2: 63,859 shares; 2025Q3: 64,031 shares 64,031 $4.25M 0.01% +172 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,225 shares; 2024Q4: 27,910 shares; 2025Q1: 32,043 shares; 2025Q2: 37,896 shares; 2025Q3: 39,400 shares 39,400 $4.24M 0.01% +1,504 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,934 shares; 2024Q4: 121,722 shares; 2025Q1: 185,418 shares; 2025Q2: 186,844 shares; 2025Q3: 194,353 shares 194,353 $4.24M 0.01% +7,509 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,599 shares; 2024Q4: 15,457 shares; 2025Q1: 4,632 shares; 2025Q2: 4,659 shares; 2025Q3: 13,656 shares 13,656 $4.24M 0.01% +8,997 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,219 shares; 2024Q4: 66,733 shares; 2025Q1: 54,626 shares; 2025Q2: 101,912 shares; 2025Q3: 68,493 shares 68,493 $4.23M 0.01% -33,419 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 511 shares; 2025Q3: 148,113 shares 148,113 $4.22M 0.01% +147,602 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,985 shares; 2024Q4: 107,001 shares; 2025Q1: 365,933 shares; 2025Q2: 117,052 shares; 2025Q3: 107,679 shares 107,679 $4.2M 0.01% -9,373 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,967 shares; 2024Q4: 53,604 shares; 2025Q1: 83,647 shares; 2025Q2: 86,815 shares; 2025Q3: 108,637 shares 108,637 $4.2M 0.01% +21,822 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,740 shares; 2024Q4: 83,790 shares; 2025Q1: 90,893 shares; 2025Q2: 94,231 shares; 2025Q3: 116,821 shares 116,821 $4.19M 0.01% +22,590 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,986 shares; 2024Q4: 28,791 shares; 2025Q1: 25,470 shares; 2025Q2: 28,220 shares; 2025Q3: 28,004 shares 28,004 $4.18M 0.01% -216 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,700 shares; 2024Q4: 227,774 shares; 2025Q1: 86,595 shares; 2025Q2: 133,063 shares; 2025Q3: 126,833 shares 126,833 $4.18M 0.01% -6,230 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,364 shares; 2024Q4: 58,028 shares; 2025Q1: 66,873 shares; 2025Q2: 79,051 shares; 2025Q3: 74,604 shares 74,604 $4.16M 0.01% -4,447 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,962 shares; 2024Q4: 98,311 shares; 2025Q1: 41,875 shares; 2025Q2: 43,384 shares; 2025Q3: 46,972 shares 46,972 $4.16M 0.01% +3,588 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,211 shares; 2024Q4: 71,862 shares; 2025Q1: 78,234 shares; 2025Q2: 85,235 shares; 2025Q3: 97,051 shares 97,051 $4.14M 0.01% +11,816 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,446 shares; 2025Q1: 15,129 shares; 2025Q2: 14,823 shares; 2025Q3: 263,215 shares 263,215 $4.14M 0.01% +248,392 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,363 shares; 2025Q1: 1,792 shares; 2025Q2: 4,626 shares; 2025Q3: 37,501 shares 37,501 $4.14M 0.01% +32,875 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,540 shares; 2024Q4: 391,001 shares; 2025Q1: 156,916 shares; 2025Q2: 110,444 shares; 2025Q3: 111,655 shares 111,655 $4.14M 0.01% +1,211 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 515 shares; 2025Q2: 44,784 shares; 2025Q3: 45,607 shares 45,607 $4.13M 0.01% +823 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,303 shares; 2024Q4: 129,365 shares; 2025Q1: 181,394 shares; 2025Q2: 196,988 shares; 2025Q3: 206,740 shares 206,740 $4.13M 0.01% +9,752 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 13,825 shares; 2025Q1: 7,540 shares; 2025Q2: 77,237 shares; 2025Q3: 155,079 shares 155,079 $4.13M 0.01% +77,842 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,634 shares; 2024Q4: 160,581 shares; 2025Q1: 198,195 shares; 2025Q2: 194,114 shares; 2025Q3: 193,028 shares 193,028 $4.12M 0.01% -1,086 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,220 shares; 2024Q4: 32,771 shares; 2025Q1: 28,311 shares; 2025Q2: 47,020 shares; 2025Q3: 57,119 shares 57,119 $4.11M 0.01% +10,099 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,538 shares; 2024Q4: 63,585 shares; 2025Q1: 74,779 shares; 2025Q2: 103,037 shares; 2025Q3: 101,657 shares 101,657 $4.11M 0.01% -1,380 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,476 shares; 2024Q4: 58,050 shares; 2025Q1: 57,798 shares; 2025Q2: 59,224 shares; 2025Q3: 59,431 shares 59,431 $4.11M 0.01% +207 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,415 shares; 2024Q4: 102,492 shares; 2025Q1: 109,038 shares; 2025Q2: 97,181 shares; 2025Q3: 131,032 shares 131,032 $4.1M 0.01% +33,851 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,830 shares; 2024Q4: 61,603 shares; 2025Q1: 64,409 shares; 2025Q2: 76,073 shares; 2025Q3: 51,855 shares 51,855 $4.1M 0.01% -24,218 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,853 shares; 2024Q4: 106,995 shares; 2025Q1: 180,753 shares; 2025Q2: 180,411 shares; 2025Q3: 192,538 shares 192,538 $4.09M 0.01% +12,127 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,449 shares; 2024Q4: 168,339 shares; 2025Q1: 193,269 shares; 2025Q2: 133,967 shares; 2025Q3: 118,426 shares 118,426 $4.09M 0.01% -15,541 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 5,470 shares; 2025Q2: 107,330 shares; 2025Q3: 110,030 shares 110,030 $4.09M 0.01% +2,700 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,061,441 shares; 2025Q1: 357,763 shares; 2025Q2: 97,189 shares; 2025Q3: 134,017 shares 134,017 $4.09M 0.01% +36,828 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,349 shares; 2024Q4: 156,576 shares; 2025Q1: 129,257 shares; 2025Q2: 201,917 shares; 2025Q3: 210,601 shares 210,601 $4.08M 0.01% +8,684 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 14,635 shares; 2025Q1: 13,404 shares; 2025Q2: 39,228 shares; 2025Q3: 40,961 shares 40,961 $4.08M 0.01% +1,733 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,791 shares; 2024Q4: 520,406 shares; 2025Q1: 528,835 shares; 2025Q2: 551,598 shares; 2025Q3: 542,998 shares 542,998 $4.08M 0.01% -8,600 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,248 shares; 2024Q4: 50,102 shares; 2025Q1: 38,774 shares; 2025Q2: 57,070 shares; 2025Q3: 50,030 shares 50,030 $4.08M 0.01% -7,040 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,457 shares; 2024Q4: 78,916 shares; 2025Q1: 142,109 shares; 2025Q2: 188,650 shares; 2025Q3: 203,364 shares 203,364 $4.08M 0.01% +14,714 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 2,423 shares; 2025Q1: 4,749 shares; 2025Q2: 6,087 shares; 2025Q3: 42,266 shares 42,266 $4.08M 0.01% +36,179 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,230 shares; 2024Q4: 43,238 shares; 2025Q1: 29,748 shares; 2025Q2: 71,747 shares; 2025Q3: 67,565 shares 67,565 $4.07M 0.01% -4,182 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,645 shares; 2024Q4: 138,716 shares; 2025Q1: 90,087 shares; 2025Q2: 367,316 shares; 2025Q3: 102,004 shares 102,004 $4.07M 0.01% -265,312 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,928 shares; 2024Q4: 83,770 shares; 2025Q1: 59,313 shares; 2025Q2: 106,057 shares; 2025Q3: 95,800 shares 95,800 $4.07M 0.01% -10,257 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,060 shares; 2024Q4: 62,339 shares; 2025Q1: 51,059 shares; 2025Q2: 74,111 shares; 2025Q3: 69,003 shares 69,003 $4.05M 0.01% -5,108 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,971 shares; 2024Q4: 99,325 shares; 2025Q1: 113,947 shares; 2025Q2: 150,642 shares; 2025Q3: 127,652 shares 127,652 $4.05M 0.01% -22,990 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 5,051 shares; 2025Q1: 9,767 shares; 2025Q2: 41,227 shares; 2025Q3: 51,535 shares 51,535 $4.04M 0.01% +10,308 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,782 shares; 2024Q4: 15,020 shares; 2025Q1: 21,277 shares; 2025Q2: 18,262 shares; 2025Q3: 30,316 shares 30,316 $4.02M 0.01% +12,054 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,095 shares; 2024Q4: 16,941 shares; 2025Q1: 14,044 shares; 2025Q2: 20,883 shares; 2025Q3: 131,351 shares 131,351 $4.02M 0.01% +110,468 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,012 shares; 2024Q4: 54,418 shares; 2025Q1: 74,826 shares; 2025Q2: 56,486 shares; 2025Q3: 69,887 shares 69,887 $4.02M 0.01% +13,401 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,315 shares; 2025Q1: 4,643 shares; 2025Q2: 18,075 shares; 2025Q3: 39,676 shares 39,676 $4.02M 0.01% +21,601 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,986 shares; 2024Q4: 31,037 shares; 2025Q1: 42,382 shares; 2025Q2: 38,755 shares; 2025Q3: 40,686 shares 40,686 $4.01M 0.01% +1,931 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 3,775 shares; 2025Q1: 1,860 shares; 2025Q2: 1,765 shares; 2025Q3: 75,199 shares 75,199 $4.01M 0.01% +73,434 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,048 shares; 2024Q4: 82,005 shares; 2025Q1: 61,028 shares; 2025Q2: 86,934 shares; 2025Q3: 87,900 shares 87,900 $3.99M 0.01% +966 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,519 shares; 2024Q4: 89,304 shares; 2025Q1: 101,217 shares; 2025Q2: 107,454 shares; 2025Q3: 108,341 shares 108,341 $3.98M 0.01% +887 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,349 shares; 2024Q4: 170,360 shares; 2025Q1: 197,126 shares; 2025Q2: 209,636 shares; 2025Q3: 208,584 shares 208,584 $3.98M 0.01% -1,052 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,460 shares; 2024Q4: 145,399 shares; 2025Q1: 131,712 shares; 2025Q2: 101,983 shares; 2025Q3: 118,196 shares 118,196 $3.98M 0.01% +16,213 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,949 shares; 2024Q4: 31,736 shares; 2025Q1: 5,205 shares; 2025Q2: 80,264 shares; 2025Q3: 60,168 shares 60,168 $3.97M 0.01% -20,096 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,531 shares; 2024Q4: 222,394 shares; 2025Q1: 249,566 shares; 2025Q2: 347,308 shares; 2025Q3: 346,199 shares 346,199 $3.97M 0.01% -1,109 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 2,150 shares; 2025Q1: 1,863 shares; 2025Q2: 3,302 shares; 2025Q3: 7,027 shares 7,027 $3.96M 0.01% +3,725 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 15,909 shares; 2025Q1: 13,594 shares; 2025Q2: 37,098 shares; 2025Q3: 51,150 shares 51,150 $3.96M 0.01% +14,052 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 17,476 shares; 2025Q1: 13,897 shares; 2025Q2: 25,753 shares; 2025Q3: 25,571 shares 25,571 $3.95M 0.01% -182 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,587 shares; 2024Q4: 209,288 shares; 2025Q1: 216,748 shares; 2025Q2: 202,920 shares; 2025Q3: 260,253 shares 260,253 $3.94M 0.01% +57,333 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,524 shares; 2024Q4: 53,800 shares; 2025Q1: 63,842 shares; 2025Q2: 87,270 shares; 2025Q3: 84,705 shares 84,705 $3.93M 0.01% -2,565 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 18,559 shares; 2025Q1: 109,272 shares; 2025Q2: 109,166 shares; 2025Q3: 129,447 shares 129,447 $3.92M 0.01% +20,281 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,319 shares; 2024Q4: 49,954 shares; 2025Q1: 53,753 shares; 2025Q2: 57,025 shares; 2025Q3: 75,026 shares 75,026 $3.92M 0.01% +18,001 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,595 shares; 2024Q4: 285,768 shares; 2025Q1: 312,821 shares; 2025Q2: 333,034 shares; 2025Q3: 381,531 shares 381,531 $3.92M 0.01% +48,497 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,723 shares; 2024Q4: 86,326 shares; 2025Q1: 105,903 shares; 2025Q2: 116,127 shares; 2025Q3: 102,009 shares 102,009 $3.92M 0.01% -14,118 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,692 shares; 2024Q4: 20,428 shares; 2025Q1: 28,501 shares; 2025Q2: 25,178 shares; 2025Q3: 26,605 shares 26,605 $3.92M 0.01% +1,427 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,325 shares; 2025Q1: 3,239 shares; 2025Q2: 4,305 shares; 2025Q3: 102,982 shares 102,982 $3.91M 0.01% +98,677 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,588 shares; 2024Q4: 102,773 shares; 2025Q1: 100,800 shares; 2025Q2: 118,609 shares; 2025Q3: 126,555 shares 126,555 $3.9M 0.01% +7,946 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,381 shares; 2025Q1: 1,681 shares; 2025Q2: 84,304 shares; 2025Q3: 87,236 shares 87,236 $3.89M 0.01% +2,932 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,663 shares; 2024Q4: 104,195 shares; 2025Q1: 92,221 shares; 2025Q2: 96,666 shares; 2025Q3: 101,242 shares 101,242 $3.89M 0.01% +4,576 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,605 shares; 2024Q4: 18,750 shares; 2025Q1: 20,412 shares; 2025Q2: 20,884 shares; 2025Q3: 33,583 shares 33,583 $3.88M 0.01% +12,699 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,470 shares; 2024Q4: 92,999 shares; 2025Q1: 104,027 shares; 2025Q2: 94,463 shares; 2025Q3: 104,748 shares 104,748 $3.87M 0.01% +10,285 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,244 shares; 2024Q4: 25,654 shares; 2025Q1: 19,897 shares; 2025Q2: 18,896 shares; 2025Q3: 24,247 shares 24,247 $3.87M 0.01% +5,351 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,963 shares; 2024Q4: 37,102 shares; 2025Q1: 32,401 shares; 2025Q2: 34,215 shares; 2025Q3: 38,527 shares 38,527 $3.87M 0.01% +4,312 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,037 shares; 2025Q3: 51,135 shares 51,135 $3.87M 0.01% +37,098 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,064 shares; 2024Q4: 11,944 shares; 2025Q1: 32,228 shares; 2025Q2: 38,972 shares; 2025Q3: 39,481 shares 39,481 $3.86M 0.01% +509 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,637 shares; 2024Q4: 40,244 shares; 2025Q1: 41,137 shares; 2025Q2: 55,204 shares; 2025Q3: 88,609 shares 88,609 $3.85M 0.01% +33,405 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,883 shares; 2024Q4: 224,721 shares; 2025Q1: 217,803 shares; 2025Q2: 261,071 shares; 2025Q3: 307,868 shares 307,868 $3.85M 0.01% +46,797 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,805 shares; 2025Q1: 22,122 shares; 2025Q2: 44,759 shares; 2025Q3: 45,656 shares 45,656 $3.85M 0.01% +897 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,115 shares; 2024Q4: 472,007 shares; 2025Q1: 569,978 shares; 2025Q2: 547,983 shares; 2025Q3: 458,653 shares 458,653 $3.85M 0.01% -89,330 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,533 shares; 2025Q2: 77,632 shares; 2025Q3: 72,295 shares 72,295 $3.85M 0.01% -5,337 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,691 shares; 2024Q4: 66,979 shares; 2025Q1: 79,007 shares; 2025Q2: 62,568 shares; 2025Q3: 60,469 shares 60,469 $3.85M 0.01% -2,099 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,188 shares; 2024Q4: 156,607 shares; 2025Q1: 166,466 shares; 2025Q2: 178,281 shares; 2025Q3: 176,563 shares 176,563 $3.84M 0.01% -1,718 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 7,608 shares; 2025Q1: 18,465 shares; 2025Q2: 21,270 shares; 2025Q3: 36,718 shares 36,718 $3.84M 0.01% +15,448 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,936 shares; 2024Q4: 181,840 shares; 2025Q1: 206,377 shares; 2025Q2: 209,350 shares; 2025Q3: 163,939 shares 163,939 $3.84M 0.01% -45,411 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,803 shares; 2024Q4: 176,273 shares; 2025Q1: 180,667 shares; 2025Q2: 195,996 shares; 2025Q3: 192,056 shares 192,056 $3.83M 0.01% -3,940 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,068 shares; 2024Q4: 257,602 shares; 2025Q1: 347,320 shares; 2025Q2: 401,644 shares; 2025Q3: 421,010 shares 421,010 $3.82M 0.01% +19,366 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 6,680 shares; 2025Q1: 7,187 shares; 2025Q2: 10,118 shares; 2025Q3: 9,460 shares 9,460 $3.82M 0.01% -658 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,746 shares; 2024Q4: 36,797 shares; 2025Q1: 35,086 shares; 2025Q2: 35,292 shares; 2025Q3: 42,134 shares 42,134 $3.81M 0.01% +6,842 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,260 shares; 2024Q4: 37,016 shares; 2025Q1: 42,532 shares; 2025Q2: 38,467 shares; 2025Q3: 111,429 shares 111,429 $3.81M 0.01% +72,962 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,703 shares; 2024Q4: 31,705 shares; 2025Q1: 29,852 shares; 2025Q2: 31,334 shares; 2025Q3: 39,684 shares 39,684 $3.81M 0.01% +8,350 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 13,543 shares; 2025Q1: 13,161 shares; 2025Q2: 14,076 shares; 2025Q3: 18,912 shares 18,912 $3.8M 0.01% +4,836 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,980 shares; 2024Q4: 23,290 shares; 2025Q1: 19,223 shares; 2025Q2: 21,464 shares; 2025Q3: 72,711 shares 72,711 $3.8M 0.01% +51,247 Timeline GLIBA LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,120 shares 101,120 $3.8M 0.01% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,235 shares; 2024Q4: 101,794 shares; 2025Q1: 152,790 shares; 2025Q2: 113,345 shares; 2025Q3: 126,593 shares 126,593 $3.8M 0.01% +13,248 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 104,712 shares; 2025Q1: 155,005 shares; 2025Q2: 144,220 shares; 2025Q3: 134,978 shares 134,978 $3.79M 0.01% -9,242 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,996 shares; 2024Q4: 31,806 shares; 2025Q1: 23,957 shares; 2025Q2: 32,167 shares; 2025Q3: 54,818 shares 54,818 $3.78M 0.01% +22,651 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,754 shares; 2025Q1: 2,949 shares; 2025Q2: 3,226 shares; 2025Q3: 41,266 shares 41,266 $3.78M 0.01% +38,040 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,476 shares; 2024Q4: 27,244 shares; 2025Q1: 26,515 shares; 2025Q2: 20,360 shares; 2025Q3: 87,425 shares 87,425 $3.78M 0.01% +67,065 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,628 shares; 2024Q4: 51,526 shares; 2025Q1: 56,460 shares; 2025Q2: 98,002 shares; 2025Q3: 88,295 shares 88,295 $3.78M 0.01% -9,707 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,607 shares; 2024Q4: 33,652 shares; 2025Q1: 37,801 shares; 2025Q2: 40,579 shares; 2025Q3: 43,699 shares 43,699 $3.77M 0.01% +3,120 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,042 shares; 2024Q4: 79,628 shares; 2025Q1: 94,038 shares; 2025Q2: 121,867 shares; 2025Q3: 138,326 shares 138,326 $3.77M 0.01% +16,459 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,460 shares; 2025Q1: 21,745 shares; 2025Q2: 30,371 shares; 2025Q3: 36,948 shares 36,948 $3.76M 0.01% +6,577 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,988 shares; 2024Q4: 110,485 shares; 2025Q1: 148,606 shares; 2025Q2: 94,797 shares; 2025Q3: 107,659 shares 107,659 $3.76M 0.01% +12,862 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,309 shares; 2024Q4: 21,038 shares; 2025Q1: 62,451 shares; 2025Q2: 63,779 shares; 2025Q3: 123,264 shares 123,264 $3.76M 0.01% +59,485 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,349 shares; 2024Q4: 177,659 shares; 2025Q1: 211,268 shares; 2025Q2: 215,509 shares; 2025Q3: 227,593 shares 227,593 $3.75M 0.01% +12,084 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,819 shares; 2024Q4: 5,373 shares; 2025Q1: 10,399 shares; 2025Q2: 12,616 shares; 2025Q3: 36,287 shares 36,287 $3.74M 0.01% +23,671 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,878 shares; 2024Q4: 49,505 shares; 2025Q1: 44,104 shares; 2025Q2: 52,454 shares; 2025Q3: 47,304 shares 47,304 $3.74M 0.01% -5,150 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,939 shares; 2024Q4: 23,021 shares; 2025Q1: 46,047 shares; 2025Q2: 103,031 shares; 2025Q3: 124,698 shares 124,698 $3.73M 0.01% +21,667 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,221 shares; 2024Q4: 37,472 shares; 2025Q1: 29,163 shares; 2025Q2: 84,422 shares; 2025Q3: 93,934 shares 93,934 $3.73M 0.01% +9,512 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,966 shares; 2024Q4: 80,777 shares; 2025Q1: 68,760 shares; 2025Q2: 69,262 shares; 2025Q3: 97,361 shares 97,361 $3.72M 0.01% +28,099 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,291 shares; 2024Q4: 34,913 shares; 2025Q1: 32,872 shares; 2025Q2: 36,047 shares; 2025Q3: 36,600 shares 36,600 $3.7M 0.01% +553 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 22,043 shares; 2025Q1: 14,957 shares; 2025Q2: 20,278 shares; 2025Q3: 25,765 shares 25,765 $3.7M 0.01% +5,487 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,708 shares; 2024Q4: 59,270 shares; 2025Q1: 59,782 shares; 2025Q2: 59,868 shares; 2025Q3: 48,855 shares 48,855 $3.69M 0.01% -11,013 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,971 shares; 2024Q4: 128,283 shares; 2025Q1: 151,077 shares; 2025Q2: 157,821 shares; 2025Q3: 159,169 shares 159,169 $3.68M 0.01% +1,348 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,656 shares; 2024Q4: 22,026 shares; 2025Q1: 23,776 shares; 2025Q2: 28,299 shares; 2025Q3: 35,321 shares 35,321 $3.67M 0.01% +7,022 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,209 shares; 2024Q4: 40,144 shares; 2025Q1: 52,900 shares; 2025Q2: 43,598 shares; 2025Q3: 52,586 shares 52,586 $3.67M 0.01% +8,988 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,898 shares; 2024Q4: 52,441 shares; 2025Q1: 44,185 shares; 2025Q2: 44,111 shares; 2025Q3: 48,369 shares 48,369 $3.66M 0.01% +4,258 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,224 shares; 2024Q4: 15,209 shares; 2025Q1: 14,025 shares; 2025Q2: 43,502 shares; 2025Q3: 43,093 shares 43,093 $3.66M 0.01% -409 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,612 shares; 2024Q4: 68,327 shares; 2025Q1: 122,045 shares; 2025Q2: 159,909 shares; 2025Q3: 144,141 shares 144,141 $3.65M 0.01% -15,768 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,282 shares; 2024Q4: 32,739 shares; 2025Q1: 20,987 shares; 2025Q2: 59,286 shares; 2025Q3: 61,131 shares 61,131 $3.65M 0.01% +1,845 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,924 shares; 2024Q4: 18,378 shares; 2025Q1: 288,507 shares; 2025Q2: 280,541 shares; 2025Q3: 273,538 shares 273,538 $3.65M 0.01% -7,003 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,246 shares; 2024Q4: 12,843 shares; 2025Q1: 16,119 shares; 2025Q2: 16,636 shares; 2025Q3: 30,529 shares 30,529 $3.63M 0.01% +13,893 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 14,341 shares; 2025Q3: 139,092 shares 139,092 $3.63M 0.01% +124,751 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,112 shares; 2024Q4: 45,472 shares; 2025Q1: 36,678 shares; 2025Q2: 43,143 shares; 2025Q3: 49,175 shares 49,175 $3.62M 0.01% +6,032 Timeline BRNY EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,808 shares 74,808 $3.62M 0.01% new Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,954 shares; 2024Q4: 194,188 shares; 2025Q1: 172,897 shares; 2025Q2: 185,311 shares; 2025Q3: 181,371 shares 181,371 $3.62M 0.01% -3,940 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,505 shares; 2024Q4: 31,526 shares; 2025Q1: 13,990 shares; 2025Q2: 13,484 shares; 2025Q3: 19,236 shares 19,236 $3.62M 0.01% +5,752 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,690 shares; 2024Q4: 104,153 shares; 2025Q1: 67,583 shares; 2025Q2: 74,791 shares; 2025Q3: 141,858 shares 141,858 $3.62M 0.01% +67,067 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,326 shares; 2024Q4: 31,153 shares; 2025Q1: 30,620 shares; 2025Q2: 39,139 shares; 2025Q3: 35,873 shares 35,873 $3.61M 0.01% -3,266 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,200 shares; 2024Q4: 107,651 shares; 2025Q1: 99,912 shares; 2025Q2: 131,958 shares; 2025Q3: 153,735 shares 153,735 $3.61M 0.01% +21,777 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,216 shares; 2024Q4: 77,071 shares; 2025Q1: 78,037 shares; 2025Q2: 65,977 shares; 2025Q3: 64,381 shares 64,381 $3.61M 0.01% -1,596 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,526 shares; 2024Q4: 96,706 shares; 2025Q1: 100,523 shares; 2025Q2: 63,523 shares; 2025Q3: 67,759 shares 67,759 $3.61M 0.01% +4,236 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,195 shares; 2024Q4: 250,623 shares; 2025Q1: 266,122 shares; 2025Q2: 449,315 shares; 2025Q3: 287,893 shares 287,893 $3.61M 0.01% -161,422 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: not reported; 2025Q2: 56,347 shares; 2025Q3: 56,347 shares 56,347 $3.61M 0.01% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,071 shares; 2024Q4: 13,830 shares; 2025Q1: 29,899 shares; 2025Q2: 31,677 shares; 2025Q3: 43,558 shares 43,558 $3.6M 0.01% +11,881 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,844 shares; 2024Q4: 61,649 shares; 2025Q1: 47,013 shares; 2025Q2: 43,289 shares; 2025Q3: 54,198 shares 54,198 $3.58M 0.01% +10,909 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,299 shares; 2025Q1: 459 shares; 2025Q2: 5,726 shares; 2025Q3: 22,908 shares 22,908 $3.57M <0.01% +17,182 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,463 shares; 2024Q4: 22,341 shares; 2025Q1: 35,589 shares; 2025Q2: 31,443 shares; 2025Q3: 31,200 shares 31,200 $3.57M <0.01% -243 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,654 shares; 2024Q4: 93,686 shares; 2025Q1: 105,200 shares; 2025Q2: 261,269 shares; 2025Q3: 108,932 shares 108,932 $3.57M <0.01% -152,337 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,065 shares; 2024Q4: 210,543 shares; 2025Q1: 239,683 shares; 2025Q2: 389,308 shares; 2025Q3: 395,351 shares 395,351 $3.56M <0.01% +6,043 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 1,873 shares; 2025Q1: 2,401 shares; 2025Q2: 4,050 shares; 2025Q3: 6,723 shares 6,723 $3.56M <0.01% +2,673 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 42,608 shares; 2025Q1: 11,062 shares; 2025Q2: 10,873 shares; 2025Q3: 25,447 shares 25,447 $3.56M <0.01% +14,574 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,300 shares; 2024Q4: 37,407 shares; 2025Q1: 64,192 shares; 2025Q2: 72,342 shares; 2025Q3: 68,244 shares 68,244 $3.55M <0.01% -4,098 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,963 shares; 2024Q4: 26,173 shares; 2025Q1: 56,489 shares; 2025Q2: 53,065 shares; 2025Q3: 128,346 shares 128,346 $3.52M <0.01% +75,281 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 4,910 shares; 2025Q1: 7,586 shares; 2025Q2: 5,344 shares; 2025Q3: 30,781 shares 30,781 $3.52M <0.01% +25,437 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,542 shares; 2024Q4: 22,352 shares; 2025Q1: 9,803 shares; 2025Q2: 11,887 shares; 2025Q3: 24,073 shares 24,073 $3.51M <0.01% +12,186 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,226 shares; 2024Q4: 14,525 shares; 2025Q1: 11,979 shares; 2025Q2: 11,955 shares; 2025Q3: 12,791 shares 12,791 $3.5M <0.01% +836 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,501 shares; 2024Q4: 42,335 shares; 2025Q1: 46,013 shares; 2025Q2: 43,324 shares; 2025Q3: 49,516 shares 49,516 $3.5M <0.01% +6,192 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 191 shares; 2025Q1: 10 shares; 2025Q2: 23,861 shares; 2025Q3: 23,465 shares 23,465 $3.5M <0.01% -396 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,113 shares; 2024Q4: 85,766 shares; 2025Q1: 45,705 shares; 2025Q2: 41,994 shares; 2025Q3: 44,190 shares 44,190 $3.5M <0.01% +2,196 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,787 shares; 2024Q4: 33,301 shares; 2025Q1: 30,266 shares; 2025Q2: 44,816 shares; 2025Q3: 46,806 shares 46,806 $3.48M <0.01% +1,990 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,580 shares; 2024Q4: 33,807 shares; 2025Q1: 41,443 shares; 2025Q2: 99,291 shares; 2025Q3: 65,425 shares 65,425 $3.47M <0.01% -33,866 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,854 shares; 2024Q4: 7,987 shares; 2025Q1: 11,165 shares; 2025Q2: 10,480 shares; 2025Q3: 39,981 shares 39,981 $3.47M <0.01% +29,501 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,809 shares; 2024Q4: 46,286 shares; 2025Q1: 13,651 shares; 2025Q2: 123,210 shares; 2025Q3: 125,219 shares 125,219 $3.47M <0.01% +2,009 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,569 shares; 2024Q4: 72,935 shares; 2025Q1: 65,521 shares; 2025Q2: 188,078 shares; 2025Q3: 175,197 shares 175,197 $3.46M <0.01% -12,881 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,006 shares; 2024Q4: 58,956 shares; 2025Q1: 61,241 shares; 2025Q2: 56,245 shares; 2025Q3: 67,904 shares 67,904 $3.45M <0.01% +11,659 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,225 shares; 2024Q4: 96,270 shares; 2025Q1: 98,632 shares; 2025Q2: 100,095 shares; 2025Q3: 100,542 shares 100,542 $3.45M <0.01% +447 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 7,280 shares; 2025Q1: 23,381 shares; 2025Q2: 20,909 shares; 2025Q3: 27,640 shares 27,640 $3.45M <0.01% +6,731 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 20,569 shares; 2025Q1: 24,317 shares; 2025Q2: 31,733 shares; 2025Q3: 58,574 shares 58,574 $3.45M <0.01% +26,841 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,778 shares; 2024Q4: 14,277 shares; 2025Q1: 45,999 shares; 2025Q2: 56,423 shares; 2025Q3: 68,156 shares 68,156 $3.44M <0.01% +11,733 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,372 shares; 2025Q1: 29,345 shares; 2025Q2: 37,290 shares; 2025Q3: 37,996 shares 37,996 $3.43M <0.01% +706 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,288 shares; 2024Q4: 27,074 shares; 2025Q1: 42,888 shares; 2025Q2: 49,295 shares; 2025Q3: 140,177 shares 140,177 $3.43M <0.01% +90,882 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 25,655 shares; 2025Q1: 60,275 shares; 2025Q2: 85,593 shares; 2025Q3: 93,184 shares 93,184 $3.43M <0.01% +7,591 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 8,217 shares; 2025Q1: 3,431 shares; 2025Q2: 121,893 shares; 2025Q3: 120,328 shares 120,328 $3.43M <0.01% -1,565 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 14,432 shares; 2025Q1: 15,212 shares; 2025Q2: 16,111 shares; 2025Q3: 30,006 shares 30,006 $3.43M <0.01% +13,895 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,370 shares; 2024Q4: 188,053 shares; 2025Q1: 293,290 shares; 2025Q2: 244,321 shares; 2025Q3: 429,281 shares 429,281 $3.43M <0.01% +184,960 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,454 shares; 2024Q4: 20,561 shares; 2025Q1: 25,926 shares; 2025Q2: 26,698 shares; 2025Q3: 38,576 shares 38,576 $3.41M <0.01% +11,878 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,658 shares; 2024Q4: 39,330 shares; 2025Q1: 33,801 shares; 2025Q2: 34,421 shares; 2025Q3: 38,892 shares 38,892 $3.41M <0.01% +4,471 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,472 shares; 2024Q4: 36,901 shares; 2025Q1: 32,495 shares; 2025Q2: 57,590 shares; 2025Q3: 59,442 shares 59,442 $3.41M <0.01% +1,852 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,834 shares; 2024Q4: 42,240 shares; 2025Q1: 40,961 shares; 2025Q2: 45,847 shares; 2025Q3: 57,838 shares 57,838 $3.4M <0.01% +11,991 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 12,152 shares; 2025Q1: 10,814 shares; 2025Q2: 12,461 shares; 2025Q3: 13,327 shares 13,327 $3.4M <0.01% +866 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 9,315 shares; 2025Q1: 7,263 shares; 2025Q2: 8,154 shares; 2025Q3: 10,718 shares 10,718 $3.4M <0.01% +2,564 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,184 shares; 2024Q4: 8,180 shares; 2025Q1: 15,805 shares; 2025Q2: 17,677 shares; 2025Q3: 27,521 shares 27,521 $3.38M <0.01% +9,844 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,285 shares; 2024Q4: 82,557 shares; 2025Q1: 133,258 shares; 2025Q2: 182,872 shares; 2025Q3: 167,345 shares 167,345 $3.37M <0.01% -15,527 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 45,665 shares; 2025Q1: 43,760 shares; 2025Q2: 46,438 shares; 2025Q3: 43,316 shares 43,316 $3.37M <0.01% -3,122 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,043 shares; 2024Q4: 50,290 shares; 2025Q1: 44,206 shares; 2025Q2: 64,435 shares; 2025Q3: 72,679 shares 72,679 $3.37M <0.01% +8,244 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,336 shares; 2024Q4: 36,595 shares; 2025Q1: 64,392 shares; 2025Q2: 73,023 shares; 2025Q3: 81,810 shares 81,810 $3.37M <0.01% +8,787 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,142 shares; 2024Q4: 147,591 shares; 2025Q1: 135,437 shares; 2025Q2: 75,059 shares; 2025Q3: 97,878 shares 97,878 $3.35M <0.01% +22,819 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,163 shares; 2024Q4: 55,617 shares; 2025Q1: 81,011 shares; 2025Q2: 89,170 shares; 2025Q3: 86,866 shares 86,866 $3.35M <0.01% -2,304 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,024 shares; 2024Q4: 16,288 shares; 2025Q1: 7,016 shares; 2025Q2: 25,019 shares; 2025Q3: 49,693 shares 49,693 $3.35M <0.01% +24,674 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,189 shares; 2024Q4: 6,699 shares; 2025Q1: 7,733 shares; 2025Q2: 8,357 shares; 2025Q3: 11,177 shares 11,177 $3.34M <0.01% +2,820 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,753 shares; 2024Q4: 158,810 shares; 2025Q1: 163,213 shares; 2025Q2: 174,274 shares; 2025Q3: 284,475 shares 284,475 $3.34M <0.01% +110,201 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,264 shares; 2024Q4: 165,371 shares; 2025Q1: 150,506 shares; 2025Q2: 129,305 shares; 2025Q3: 124,705 shares 124,705 $3.34M <0.01% -4,600 GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 4,303 shares; 2025Q1: 5,584 shares; 2025Q2: 18,434 shares; 2025Q3: 82,378 shares 82,378 $3.34M <0.01% +63,944 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,773 shares; 2024Q4: 89,053 shares; 2025Q1: 50,783 shares; 2025Q2: 73,702 shares; 2025Q3: 78,611 shares 78,611 $3.33M <0.01% +4,909 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,364 shares; 2024Q4: 53,323 shares; 2025Q1: 68,626 shares; 2025Q2: 82,534 shares; 2025Q3: 86,353 shares 86,353 $3.32M <0.01% +3,819 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,375 shares; 2024Q4: 84,021 shares; 2025Q1: 74,681 shares; 2025Q2: 77,170 shares; 2025Q3: 75,819 shares 75,819 $3.32M <0.01% -1,351 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,238 shares; 2024Q4: 314,284 shares; 2025Q1: 372,450 shares; 2025Q2: 339,845 shares; 2025Q3: 318,840 shares 318,840 $3.31M <0.01% -21,005 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,253 shares; 2024Q4: 172,180 shares; 2025Q1: 115,405 shares; 2025Q2: 112,992 shares; 2025Q3: 81,927 shares 81,927 $3.3M <0.01% -31,065 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,651 shares; 2024Q4: 34,030 shares; 2025Q1: 44,453 shares; 2025Q2: 40,745 shares; 2025Q3: 41,032 shares 41,032 $3.3M <0.01% +287 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 27,435 shares; 2025Q1: 69,131 shares; 2025Q2: 86,931 shares; 2025Q3: 86,182 shares 86,182 $3.29M <0.01% -749 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,393 shares; 2024Q4: 24,487 shares; 2025Q1: 25,356 shares; 2025Q2: 32,370 shares; 2025Q3: 37,537 shares 37,537 $3.29M <0.01% +5,167 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 114,791 shares; 2025Q1: 124,779 shares; 2025Q2: 121,582 shares; 2025Q3: 136,230 shares 136,230 $3.27M <0.01% +14,648 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,360 shares; 2024Q4: 13,811 shares; 2025Q1: 13,300 shares; 2025Q2: 14,564 shares; 2025Q3: 19,127 shares 19,127 $3.27M <0.01% +4,563 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,344 shares; 2024Q4: 73,113 shares; 2025Q1: 41,203 shares; 2025Q2: 70,394 shares; 2025Q3: 61,074 shares 61,074 $3.27M <0.01% -9,320 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,330 shares; 2024Q4: 23,563 shares; 2025Q1: 22,604 shares; 2025Q2: 25,553 shares; 2025Q3: 32,374 shares 32,374 $3.26M <0.01% +6,821 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,374 shares; 2024Q4: 47,278 shares; 2025Q1: 49,145 shares; 2025Q2: 42,355 shares; 2025Q3: 44,707 shares 44,707 $3.26M <0.01% +2,352 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,196 shares; 2024Q4: 119,614 shares; 2025Q1: 149,867 shares; 2025Q2: 124,521 shares; 2025Q3: 130,525 shares 130,525 $3.26M <0.01% +6,004 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,156 shares; 2025Q1: 4,081 shares; 2025Q2: 199,236 shares; 2025Q3: 199,816 shares 199,816 $3.26M <0.01% +580 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,704 shares; 2024Q4: 90,392 shares; 2025Q1: 86,089 shares; 2025Q2: 85,220 shares; 2025Q3: 83,104 shares 83,104 $3.25M <0.01% -2,116 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 4,627 shares; 2025Q1: 36,029 shares; 2025Q2: 22,443 shares; 2025Q3: 77,521 shares 77,521 $3.25M <0.01% +55,078 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,542 shares; 2024Q4: 29,361 shares; 2025Q1: 30,302 shares; 2025Q2: 43,505 shares; 2025Q3: 105,278 shares 105,278 $3.24M <0.01% +61,773 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,889 shares; 2024Q4: 87,867 shares; 2025Q1: 98,090 shares; 2025Q2: 97,061 shares; 2025Q3: 91,935 shares 91,935 $3.24M <0.01% -5,126 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,044 shares; 2025Q1: 2,482 shares; 2025Q2: 3,125 shares; 2025Q3: 20,981 shares 20,981 $3.23M <0.01% +17,856 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,556 shares; 2024Q4: 6,767 shares; 2025Q1: 4,736 shares; 2025Q2: 8,751 shares; 2025Q3: 22,748 shares 22,748 $3.23M <0.01% +13,997 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 6,756 shares; 2025Q1: 7,169 shares; 2025Q2: 7,177 shares; 2025Q3: 7,153 shares 7,153 $3.22M <0.01% -24 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,186 shares; 2024Q4: 53,062 shares; 2025Q1: 91,509 shares; 2025Q2: 71,303 shares; 2025Q3: 80,789 shares 80,789 $3.22M <0.01% +9,486 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,028 shares; 2024Q4: 20,415 shares; 2025Q1: 106,098 shares; 2025Q2: 140,958 shares; 2025Q3: 141,544 shares 141,544 $3.21M <0.01% +586 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,831 shares; 2024Q4: 22,778 shares; 2025Q1: 12,830 shares; 2025Q2: 74,431 shares; 2025Q3: 77,605 shares 77,605 $3.21M <0.01% +3,174 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,523 shares; 2024Q4: 318,691 shares; 2025Q1: 349,180 shares; 2025Q2: 336,307 shares; 2025Q3: 329,714 shares 329,714 $3.21M <0.01% -6,593 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,804 shares; 2024Q4: 49,916 shares; 2025Q1: 43,663 shares; 2025Q2: 52,035 shares; 2025Q3: 55,935 shares 55,935 $3.21M <0.01% +3,900 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,313 shares; 2024Q4: 52,863 shares; 2025Q1: 60,026 shares; 2025Q2: 70,339 shares; 2025Q3: 72,715 shares 72,715 $3.2M <0.01% +2,376 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,702 shares; 2024Q4: 28,604 shares; 2025Q1: 26,240 shares; 2025Q2: 33,101 shares; 2025Q3: 36,964 shares 36,964 $3.2M <0.01% +3,863 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 15,991 shares; 2025Q1: 7,597 shares; 2025Q2: 8,629 shares; 2025Q3: 12,683 shares 12,683 $3.2M <0.01% +4,054 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,630 shares; 2025Q1: 6,133 shares; 2025Q2: 14,071 shares; 2025Q3: 27,033 shares 27,033 $3.2M <0.01% +12,962 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 16,464 shares; 2025Q1: 9,878 shares; 2025Q2: 70,831 shares; 2025Q3: 92,334 shares 92,334 $3.2M <0.01% +21,503 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,631 shares; 2024Q4: 59,798 shares; 2025Q1: 59,170 shares; 2025Q2: 46,922 shares; 2025Q3: 49,408 shares 49,408 $3.18M <0.01% +2,486 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 1,828 shares; 2025Q1: 977 shares; 2025Q2: 1,721 shares; 2025Q3: 79,183 shares 79,183 $3.18M <0.01% +77,462 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,007 shares; 2024Q4: 179,811 shares; 2025Q1: 104,212 shares; 2025Q2: 107,618 shares; 2025Q3: 106,145 shares 106,145 $3.18M <0.01% -1,473 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,349 shares; 2024Q4: 65,157 shares; 2025Q1: 90,595 shares; 2025Q2: 75,326 shares; 2025Q3: 67,997 shares 67,997 $3.17M <0.01% -7,329 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,843 shares; 2024Q4: 19,731 shares; 2025Q1: 2,143 shares; 2025Q2: 1,884 shares; 2025Q3: 126,485 shares 126,485 $3.16M <0.01% +124,601 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,599 shares; 2024Q4: 15,504 shares; 2025Q1: 12,914 shares; 2025Q2: 15,244 shares; 2025Q3: 13,975 shares 13,975 $3.15M <0.01% -1,269 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 51,942 shares; 2025Q1: 81,236 shares; 2025Q2: 40,464 shares; 2025Q3: 18,723 shares 18,723 $3.15M <0.01% -21,741 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 16,179 shares; 2025Q1: 102,194 shares; 2025Q2: 96,123 shares; 2025Q3: 107,194 shares 107,194 $3.14M <0.01% +11,071 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 8,914 shares; 2025Q1: 8,830 shares; 2025Q2: 21,944 shares; 2025Q3: 18,647 shares 18,647 $3.13M <0.01% -3,297 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,582 shares; 2024Q4: 108,775 shares; 2025Q1: 31,387 shares; 2025Q2: 36,837 shares; 2025Q3: 84,319 shares 84,319 $3.13M <0.01% +47,482 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,957 shares; 2024Q4: 21,345 shares; 2025Q1: 12,634 shares; 2025Q2: 37,505 shares; 2025Q3: 45,143 shares 45,143 $3.12M <0.01% +7,638 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,708 shares; 2024Q4: 260,511 shares; 2025Q1: 407,100 shares; 2025Q2: 341,730 shares; 2025Q3: 276,939 shares 276,939 $3.12M <0.01% -64,791 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,261 shares; 2024Q4: 17,729 shares; 2025Q1: 24,231 shares; 2025Q2: 26,975 shares; 2025Q3: 109,840 shares 109,840 $3.11M <0.01% +82,865 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,820 shares; 2024Q4: 70,143 shares; 2025Q1: 66,585 shares; 2025Q2: 67,939 shares; 2025Q3: 72,323 shares 72,323 $3.11M <0.01% +4,384 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,584 shares; 2024Q4: 169,653 shares; 2025Q1: 208,731 shares; 2025Q2: 230,525 shares; 2025Q3: 254,696 shares 254,696 $3.1M <0.01% +24,171 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,006 shares; 2024Q4: 87,968 shares; 2025Q1: 78,996 shares; 2025Q2: 79,973 shares; 2025Q3: 65,718 shares 65,718 $3.09M <0.01% -14,255 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,953 shares; 2024Q4: 32,362 shares; 2025Q1: 6,448 shares; 2025Q2: 91,383 shares; 2025Q3: 100,670 shares 100,670 $3.09M <0.01% +9,287 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,677 shares; 2024Q4: 65,139 shares; 2025Q1: 69,393 shares; 2025Q2: 103,848 shares; 2025Q3: 102,438 shares 102,438 $3.07M <0.01% -1,410 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,318 shares; 2024Q4: 29,935 shares; 2025Q1: 41,276 shares; 2025Q2: 57,692 shares; 2025Q3: 78,112 shares 78,112 $3.06M <0.01% +20,420 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 27,833 shares; 2025Q1: 29,526 shares; 2025Q2: 39,694 shares; 2025Q3: 41,937 shares 41,937 $3.05M <0.01% +2,243 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,136 shares; 2024Q4: 30,166 shares; 2025Q1: 87,006 shares; 2025Q2: 93,136 shares; 2025Q3: 105,220 shares 105,220 $3.04M <0.01% +12,084 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,650 shares; 2024Q4: 79,827 shares; 2025Q1: 77,756 shares; 2025Q2: 64,884 shares; 2025Q3: 80,211 shares 80,211 $3.04M <0.01% +15,327 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,441 shares; 2024Q4: 19,798 shares; 2025Q1: 20,170 shares; 2025Q2: 29,327 shares; 2025Q3: 33,847 shares 33,847 $3.04M <0.01% +4,520 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,140 shares; 2024Q4: 41,448 shares; 2025Q1: 46,584 shares; 2025Q2: 40,261 shares; 2025Q3: 49,542 shares 49,542 $3.03M <0.01% +9,281 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,575 shares; 2024Q4: 250,637 shares; 2025Q1: 238,114 shares; 2025Q2: 309,856 shares; 2025Q3: 350,103 shares 350,103 $3.02M <0.01% +40,247 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,661 shares; 2024Q4: 45,841 shares; 2025Q1: 146,873 shares; 2025Q2: 161,816 shares; 2025Q3: 142,354 shares 142,354 $3.02M <0.01% -19,462 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,091 shares; 2024Q4: 36,974 shares; 2025Q1: 35,505 shares; 2025Q2: 35,770 shares; 2025Q3: 35,403 shares 35,403 $3.02M <0.01% -367 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,096 shares; 2024Q4: 14,426 shares; 2025Q1: 16,032 shares; 2025Q2: 17,691 shares; 2025Q3: 39,210 shares 39,210 $3.02M <0.01% +21,519 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,165 shares; 2025Q1: 10,909 shares; 2025Q2: 11,644 shares; 2025Q3: 24,141 shares 24,141 $3.01M <0.01% +12,497 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 22,630 shares; 2025Q1: 28,404 shares; 2025Q2: 34,717 shares; 2025Q3: 34,779 shares 34,779 $3.01M <0.01% +62 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,357 shares; 2024Q4: 185,523 shares; 2025Q1: 51,332 shares; 2025Q2: 59,974 shares; 2025Q3: 118,556 shares 118,556 $3.01M <0.01% +58,582 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,882 shares; 2024Q4: 29,866 shares; 2025Q1: 29,791 shares; 2025Q2: 25,997 shares; 2025Q3: 27,471 shares 27,471 $3.01M <0.01% +1,474 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,493 shares; 2024Q4: 33,150 shares; 2025Q1: 38,283 shares; 2025Q2: 85,659 shares; 2025Q3: 74,246 shares 74,246 $3M <0.01% -11,413 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,747 shares; 2024Q4: 722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378,294 shares 378,294 $3M <0.01% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,830 shares; 2024Q4: 474,638 shares; 2025Q1: 565,807 shares; 2025Q2: 232,525 shares; 2025Q3: 225,220 shares 225,220 $3M <0.01% -7,305 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 3,023 shares; 2025Q1: 75,420 shares; 2025Q2: 79,115 shares; 2025Q3: 61,374 shares 61,374 $3M <0.01% -17,741 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,405 shares; 2024Q4: 251,393 shares; 2025Q1: 239,585 shares; 2025Q2: 214,481 shares; 2025Q3: 225,141 shares 225,141 $2.99M <0.01% +10,660 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 8,648 shares; 2025Q1: 30,696 shares; 2025Q2: 53,357 shares; 2025Q3: 64,106 shares 64,106 $2.98M <0.01% +10,749 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,094 shares; 2024Q4: 270,956 shares; 2025Q1: 278,671 shares; 2025Q2: 300,475 shares; 2025Q3: 269,727 shares 269,727 $2.98M <0.01% -30,748 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,743 shares; 2024Q4: 33,970 shares; 2025Q1: 56,573 shares; 2025Q2: 34,147 shares; 2025Q3: 28,611 shares 28,611 $2.98M <0.01% -5,536 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,298 shares; 2024Q4: 239,976 shares; 2025Q1: 281,302 shares; 2025Q2: 567,969 shares; 2025Q3: 598,529 shares 598,529 $2.98M <0.01% +30,560 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 10,307 shares; 2025Q1: 11,045 shares; 2025Q2: 12,667 shares; 2025Q3: 15,523 shares 15,523 $2.97M <0.01% +2,856 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,834 shares; 2024Q4: 48,227 shares; 2025Q1: 52,097 shares; 2025Q2: 54,541 shares; 2025Q3: 59,433 shares 59,433 $2.97M <0.01% +4,892 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,086 shares; 2024Q4: 55,913 shares; 2025Q1: 106,325 shares; 2025Q2: 114,657 shares; 2025Q3: 97,977 shares 97,977 $2.97M <0.01% -16,680 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,017 shares 59,017 $2.96M <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 30,594 shares; 2025Q1: 45,748 shares; 2025Q2: 31,438 shares; 2025Q3: 53,447 shares 53,447 $2.96M <0.01% +22,009 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,983 shares; 2024Q4: 19,337 shares; 2025Q1: 18,098 shares; 2025Q2: 17,641 shares; 2025Q3: 18,783 shares 18,783 $2.96M <0.01% +1,142 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,146 shares; 2024Q4: 92,765 shares; 2025Q1: 84,861 shares; 2025Q2: 103,213 shares; 2025Q3: 101,290 shares 101,290 $2.96M <0.01% -1,923 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,712 shares; 2024Q4: 21,175 shares; 2025Q1: 26,298 shares; 2025Q2: 30,623 shares; 2025Q3: 31,546 shares 31,546 $2.96M <0.01% +923 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,795 shares; 2024Q4: 30,540 shares; 2025Q1: 38,126 shares; 2025Q2: 40,461 shares; 2025Q3: 56,181 shares 56,181 $2.95M <0.01% +15,720 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 9,017 shares; 2025Q1: 5,764 shares; 2025Q2: 7,841 shares; 2025Q3: 16,770 shares 16,770 $2.95M <0.01% +8,929 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,898 shares; 2024Q4: 8,051 shares; 2025Q1: 10,379 shares; 2025Q2: 39,704 shares; 2025Q3: 66,211 shares 66,211 $2.94M <0.01% +26,507 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,755 shares; 2024Q4: 39,834 shares; 2025Q1: 107,536 shares; 2025Q2: 105,993 shares; 2025Q3: 129,334 shares 129,334 $2.94M <0.01% +23,341 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,219 shares; 2024Q4: 89,830 shares; 2025Q1: 107,260 shares; 2025Q2: 55,046 shares; 2025Q3: 61,874 shares 61,874 $2.94M <0.01% +6,828 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,737 shares; 2024Q4: 125,169 shares; 2025Q1: 110,737 shares; 2025Q2: 120,610 shares; 2025Q3: 115,227 shares 115,227 $2.93M <0.01% -5,383 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,440 shares; 2024Q4: 11,760 shares; 2025Q1: 17,084 shares; 2025Q2: 31,499 shares; 2025Q3: 34,479 shares 34,479 $2.92M <0.01% +2,980 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,075 shares; 2024Q4: 42,095 shares; 2025Q1: 38,410 shares; 2025Q2: 42,749 shares; 2025Q3: 42,419 shares 42,419 $2.91M <0.01% -330 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,730 shares; 2025Q1: 7,205 shares; 2025Q2: 7,435 shares; 2025Q3: 8,714 shares 8,714 $2.91M <0.01% +1,279 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,749 shares; 2025Q1: 5,080 shares; 2025Q2: 5,913 shares; 2025Q3: 54,733 shares 54,733 $2.91M <0.01% +48,820 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,152 shares; 2024Q4: 81,063 shares; 2025Q1: 146,982 shares; 2025Q2: 162,393 shares; 2025Q3: 167,262 shares 167,262 $2.91M <0.01% +4,869 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,223 shares; 2024Q4: 409,572 shares; 2025Q1: 470,709 shares; 2025Q2: 512,769 shares; 2025Q3: 455,209 shares 455,209 $2.9M <0.01% -57,560 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,919 shares; 2024Q4: 162,992 shares; 2025Q1: 152,215 shares; 2025Q2: 145,972 shares; 2025Q3: 124,936 shares 124,936 $2.9M <0.01% -21,036 VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 3,287 shares; 2025Q1: 10,720 shares; 2025Q2: 14,698 shares; 2025Q3: 36,912 shares 36,912 $2.9M <0.01% +22,214 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,533 shares; 2024Q4: 48,662 shares; 2025Q1: 50,010 shares; 2025Q2: 58,229 shares; 2025Q3: 60,489 shares 60,489 $2.89M <0.01% +2,260 Timeline VERONA PHARMA PLC VERONA PHARMA PLC More: the full row for VERONA PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,436 shares; 2024Q4: 7,749 shares; 2025Q1: 18,304 shares; 2025Q2: 27,131 shares; 2025Q3: 27,208 shares 27,208 $2.89M <0.01% +77 HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 41,801 shares; 2025Q1: 34,146 shares; 2025Q2: 67,285 shares; 2025Q3: 97,860 shares 97,860 $2.89M <0.01% +30,575 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,827 shares; 2024Q4: 31,049 shares; 2025Q1: 35,019 shares; 2025Q2: 42,485 shares; 2025Q3: 58,356 shares 58,356 $2.88M <0.01% +15,871 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,126 shares; 2024Q4: 113,213 shares; 2025Q1: 139,585 shares; 2025Q2: 141,668 shares; 2025Q3: 149,045 shares 149,045 $2.88M <0.01% +7,377 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,928 shares; 2024Q4: 3,681 shares; 2025Q1: 110,429 shares; 2025Q2: 62,673 shares; 2025Q3: 112,013 shares 112,013 $2.88M <0.01% +49,340 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 3,382 shares; 2025Q1: 26,494 shares; 2025Q2: 40,287 shares; 2025Q3: 49,475 shares 49,475 $2.87M <0.01% +9,188 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,435 shares; 2024Q4: 227,859 shares; 2025Q1: 333,562 shares; 2025Q2: 292,991 shares; 2025Q3: 259,338 shares 259,338 $2.86M <0.01% -33,653 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 853 shares; 2025Q1: 9,999 shares; 2025Q2: 19,370 shares; 2025Q3: 23,598 shares 23,598 $2.86M <0.01% +4,228 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,169 shares; 2024Q4: 37,854 shares; 2025Q1: 37,192 shares; 2025Q2: 38,370 shares; 2025Q3: 37,855 shares 37,855 $2.86M <0.01% -515 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,611 shares; 2024Q4: 15,419 shares; 2025Q1: 19,886 shares; 2025Q2: 22,610 shares; 2025Q3: 28,896 shares 28,896 $2.85M <0.01% +6,286 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 11,608 shares; 2025Q1: 25,225 shares; 2025Q2: 18,356 shares; 2025Q3: 38,096 shares 38,096 $2.85M <0.01% +19,740 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,430 shares; 2024Q4: 102,755 shares; 2025Q1: 103,888 shares; 2025Q2: 108,572 shares; 2025Q3: 116,012 shares 116,012 $2.83M <0.01% +7,440 Timeline FLEXSHARES TR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 904 shares; 2025Q1: 93,997 shares; 2025Q2: 81,924 shares; 2025Q3: 84,210 shares 84,210 $2.83M <0.01% +2,286 MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,565 shares; 2024Q4: 58,602 shares; 2025Q1: 66,486 shares; 2025Q2: 67,114 shares; 2025Q3: 63,017 shares 63,017 $2.81M <0.01% -4,097 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,852 shares; 2024Q4: 35,517 shares; 2025Q1: 40,303 shares; 2025Q2: 45,914 shares; 2025Q3: 43,838 shares 43,838 $2.81M <0.01% -2,076 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,583 shares; 2024Q4: 44,082 shares; 2025Q1: 88,338 shares; 2025Q2: 78,358 shares; 2025Q3: 95,757 shares 95,757 $2.81M <0.01% +17,399 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,094 shares; 2024Q4: 29,755 shares; 2025Q1: 37,691 shares; 2025Q2: 43,426 shares; 2025Q3: 40,864 shares 40,864 $2.81M <0.01% -2,562 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 9,178 shares; 2025Q1: 10,247 shares; 2025Q2: 9,762 shares; 2025Q3: 15,652 shares 15,652 $2.8M <0.01% +5,890 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 33,283 shares; 2025Q1: 41,190 shares; 2025Q2: 48,927 shares; 2025Q3: 49,917 shares 49,917 $2.79M <0.01% +990 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,865 shares; 2024Q4: 23,619 shares; 2025Q1: 28,101 shares; 2025Q2: 28,269 shares; 2025Q3: 41,434 shares 41,434 $2.79M <0.01% +13,165 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 33,378 shares; 2025Q1: 47,183 shares; 2025Q2: 125,607 shares; 2025Q3: 172,277 shares 172,277 $2.79M <0.01% +46,670 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,976 shares; 2024Q4: 88,736 shares; 2025Q1: 32,443 shares; 2025Q2: 42,107 shares; 2025Q3: 62,112 shares 62,112 $2.79M <0.01% +20,005 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,736 shares; 2025Q1: 1,776 shares; 2025Q2: 41,935 shares; 2025Q3: 45,529 shares 45,529 $2.79M <0.01% +3,594 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,749 shares; 2024Q4: 78,791 shares; 2025Q1: 36,000 shares; 2025Q2: 23,028 shares; 2025Q3: 131,401 shares 131,401 $2.78M <0.01% +108,373 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,805 shares; 2024Q4: 34,081 shares; 2025Q1: 148,486 shares; 2025Q2: 135,406 shares; 2025Q3: 108,804 shares 108,804 $2.78M <0.01% -26,602 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,970 shares; 2024Q4: 81,670 shares; 2025Q1: 90,903 shares; 2025Q2: 77,691 shares; 2025Q3: 76,123 shares 76,123 $2.78M <0.01% -1,568 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 5,475 shares; 2025Q1: 18,173 shares; 2025Q2: 72,457 shares; 2025Q3: 92,011 shares 92,011 $2.78M <0.01% +19,554 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 1,367 shares; 2025Q1: 1,934 shares; 2025Q2: 3,911 shares; 2025Q3: 6,960 shares 6,960 $2.77M <0.01% +3,049 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,276 shares; 2025Q1: 59,648 shares; 2025Q2: 66,768 shares; 2025Q3: 71,054 shares 71,054 $2.77M <0.01% +4,286 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,691 shares; 2024Q4: 188,185 shares; 2025Q1: 56,095 shares; 2025Q2: 65,827 shares; 2025Q3: 63,094 shares 63,094 $2.76M <0.01% -2,733 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 4,664 shares; 2025Q1: 5,520 shares; 2025Q2: 10,144 shares; 2025Q3: 11,428 shares 11,428 $2.76M <0.01% +1,284 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,528 shares; 2024Q4: 119,006 shares; 2025Q1: 137,127 shares; 2025Q2: 156,336 shares; 2025Q3: 177,485 shares 177,485 $2.76M <0.01% +21,149 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,955 shares; 2024Q4: 2,018 shares; 2025Q1: 55,882 shares; 2025Q2: 73,653 shares; 2025Q3: 76,886 shares 76,886 $2.75M <0.01% +3,233 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,877 shares; 2024Q4: 41,577 shares; 2025Q1: 10,869 shares; 2025Q2: 43,144 shares; 2025Q3: 31,581 shares 31,581 $2.75M <0.01% -11,563 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,510 shares; 2024Q4: 158,598 shares; 2025Q1: 168,473 shares; 2025Q2: 171,368 shares; 2025Q3: 174,547 shares 174,547 $2.74M <0.01% +3,179 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,527 shares; 2025Q1: 5,619 shares; 2025Q2: 5,555 shares; 2025Q3: 12,694 shares 12,694 $2.74M <0.01% +7,139 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,456 shares; 2024Q4: 8,771 shares; 2025Q1: 13,201 shares; 2025Q2: 24,612 shares; 2025Q3: 25,939 shares 25,939 $2.74M <0.01% +1,327 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,831 shares; 2024Q4: 25,009 shares; 2025Q1: 49,510 shares; 2025Q2: 23,126 shares; 2025Q3: 22,842 shares 22,842 $2.74M <0.01% -284 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,851 shares; 2024Q4: 37,715 shares; 2025Q1: 44,171 shares; 2025Q2: 42,141 shares; 2025Q3: 54,882 shares 54,882 $2.74M <0.01% +12,741 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,285 shares; 2024Q4: 29,926 shares; 2025Q1: 19,688 shares; 2025Q2: 19,881 shares; 2025Q3: 22,249 shares 22,249 $2.73M <0.01% +2,368 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,924 shares; 2024Q4: 31,525 shares; 2025Q1: 30,719 shares; 2025Q2: 43,262 shares; 2025Q3: 42,200 shares 42,200 $2.73M <0.01% -1,062 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 21,344 shares; 2025Q1: 7,502 shares; 2025Q2: 65,537 shares; 2025Q3: 62,656 shares 62,656 $2.72M <0.01% -2,881 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,791 shares; 2024Q4: 115,936 shares; 2025Q1: 80,200 shares; 2025Q2: 135,329 shares; 2025Q3: 125,243 shares 125,243 $2.72M <0.01% -10,086 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,736 shares; 2024Q4: 64,632 shares; 2025Q1: 69,921 shares; 2025Q2: 49,467 shares; 2025Q3: 51,645 shares 51,645 $2.71M <0.01% +2,178 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,345 shares; 2024Q4: 197,134 shares; 2025Q1: 227,975 shares; 2025Q2: 200,683 shares; 2025Q3: 164,429 shares 164,429 $2.71M <0.01% -36,254 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 7,984 shares; 2025Q1: 302 shares; 2025Q2: 12,252 shares; 2025Q3: 11,111 shares 11,111 $2.71M <0.01% -1,141 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 361 shares; 2025Q1: 231 shares; 2025Q2: 6,580 shares; 2025Q3: 95,387 shares 95,387 $2.7M <0.01% +88,807 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,789 shares; 2024Q4: 36,423 shares; 2025Q1: 45,442 shares; 2025Q2: 47,684 shares; 2025Q3: 49,512 shares 49,512 $2.69M <0.01% +1,828 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 1,142 shares; 2025Q1: 12,168 shares; 2025Q2: 12,441 shares; 2025Q3: 28,898 shares 28,898 $2.68M <0.01% +16,457 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,279 shares; 2024Q4: 73,045 shares; 2025Q1: 86,396 shares; 2025Q2: 52,781 shares; 2025Q3: 50,847 shares 50,847 $2.68M <0.01% -1,934 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 6,974 shares; 2025Q1: 7,740 shares; 2025Q2: 14,449 shares; 2025Q3: 13,452 shares 13,452 $2.68M <0.01% -997 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,909 shares; 2024Q4: 33,096 shares; 2025Q1: 34,548 shares; 2025Q2: 49,280 shares; 2025Q3: 39,068 shares 39,068 $2.68M <0.01% -10,212 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,786 shares; 2024Q4: 105,844 shares; 2025Q1: 121,303 shares; 2025Q2: 84,394 shares; 2025Q3: 80,998 shares 80,998 $2.68M <0.01% -3,396 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,145 shares; 2024Q4: 48,274 shares; 2025Q1: 44,122 shares; 2025Q2: 45,871 shares; 2025Q3: 85,052 shares 85,052 $2.68M <0.01% +39,181 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 14,082 shares; 2025Q1: 37,962 shares; 2025Q2: 40,763 shares; 2025Q3: 46,990 shares 46,990 $2.67M <0.01% +6,227 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,299 shares; 2024Q4: 103,672 shares; 2025Q1: 64,591 shares; 2025Q2: 69,296 shares; 2025Q3: 113,940 shares 113,940 $2.67M <0.01% +44,644 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 44,485 shares; 2025Q1: not reported; 2025Q2: 74,793 shares; 2025Q3: 68,084 shares 68,084 $2.67M <0.01% -6,709 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 8,474 shares; 2025Q1: 5,692 shares; 2025Q2: 7,675 shares; 2025Q3: 9,838 shares 9,838 $2.67M <0.01% +2,163 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,716 shares; 2024Q4: 21,762 shares; 2025Q1: 21,133 shares; 2025Q2: 21,601 shares; 2025Q3: 31,838 shares 31,838 $2.67M <0.01% +10,237 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,007 shares; 2024Q4: 46,700 shares; 2025Q1: 22,747 shares; 2025Q2: 41,505 shares; 2025Q3: 56,487 shares 56,487 $2.66M <0.01% +14,982 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 6,044 shares; 2025Q1: 7,133 shares; 2025Q2: 12,527 shares; 2025Q3: 12,261 shares 12,261 $2.65M <0.01% -266 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 34,524 shares; 2025Q2: 39,168 shares; 2025Q3: 38,324 shares 38,324 $2.65M <0.01% -844 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 100 shares; 2025Q1: 2,135 shares; 2025Q2: 3,157 shares; 2025Q3: 51,924 shares 51,924 $2.65M <0.01% +48,767 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 7,649 shares; 2025Q1: 13,251 shares; 2025Q2: 9,585 shares; 2025Q3: 20,101 shares 20,101 $2.65M <0.01% +10,516 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,213 shares; 2024Q4: 24,816 shares; 2025Q1: 23,142 shares; 2025Q2: 19,484 shares; 2025Q3: 21,318 shares 21,318 $2.65M <0.01% +1,834 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,969 shares; 2024Q4: 88,109 shares; 2025Q1: 104,287 shares; 2025Q2: 96,243 shares; 2025Q3: 104,601 shares 104,601 $2.64M <0.01% +8,358 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,495 shares; 2024Q4: 508,619 shares; 2025Q1: 486,408 shares; 2025Q2: 506,876 shares; 2025Q3: 521,009 shares 521,009 $2.64M <0.01% +14,133 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,673 shares; 2024Q4: 136,428 shares; 2025Q1: 51,130 shares; 2025Q2: 53,301 shares; 2025Q3: 53,168 shares 53,168 $2.64M <0.01% -133 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,646 shares; 2024Q4: 67,421 shares; 2025Q1: 59,039 shares; 2025Q2: 70,474 shares; 2025Q3: 65,275 shares 65,275 $2.64M <0.01% -5,199 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 2,329 shares; 2025Q1: 22,083 shares; 2025Q2: 20,761 shares; 2025Q3: 20,684 shares 20,684 $2.64M <0.01% -77 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 16,174 shares; 2025Q1: 15,518 shares; 2025Q2: 16,234 shares; 2025Q3: 19,580 shares 19,580 $2.63M <0.01% +3,346 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,208 shares; 2024Q4: 78,172 shares; 2025Q1: 71,875 shares; 2025Q2: 75,291 shares; 2025Q3: 73,693 shares 73,693 $2.63M <0.01% -1,598 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,744 shares; 2024Q4: 34,152 shares; 2025Q1: 23,369 shares; 2025Q2: 20,835 shares; 2025Q3: 24,761 shares 24,761 $2.63M <0.01% +3,926 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,058 shares; 2024Q4: 13,775 shares; 2025Q1: 23,485 shares; 2025Q2: 39,831 shares; 2025Q3: 53,734 shares 53,734 $2.63M <0.01% +13,903 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,223 shares; 2024Q4: 144,125 shares; 2025Q1: 51,371 shares; 2025Q2: 60,302 shares; 2025Q3: 46,872 shares 46,872 $2.62M <0.01% -13,430 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,971 shares; 2024Q4: 17,678 shares; 2025Q1: 28,496 shares; 2025Q2: 59,760 shares; 2025Q3: 113,132 shares 113,132 $2.62M <0.01% +53,372 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,908 shares; 2024Q4: 88,284 shares; 2025Q1: 100,162 shares; 2025Q2: 117,179 shares; 2025Q3: 116,713 shares 116,713 $2.62M <0.01% -466 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,324 shares; 2024Q4: 162,602 shares; 2025Q1: 134,168 shares; 2025Q2: 108,292 shares; 2025Q3: 103,187 shares 103,187 $2.61M <0.01% -5,105 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 892,050 shares; 2025Q1: 271,289 shares; 2025Q2: 68,911 shares; 2025Q3: 93,115 shares 93,115 $2.6M <0.01% +24,204 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 4,839 shares; 2025Q1: 3,534 shares; 2025Q2: 10,462 shares; 2025Q3: 30,689 shares 30,689 $2.6M <0.01% +20,227 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,668 shares; 2024Q4: 50,042 shares; 2025Q1: 55,089 shares; 2025Q2: 72,595 shares; 2025Q3: 67,991 shares 67,991 $2.6M <0.01% -4,604 Timeline FDNI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 56,405 shares; 2025Q1: 56,111 shares; 2025Q2: 61,191 shares; 2025Q3: 72,415 shares 72,415 $2.59M <0.01% +11,224 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,434 shares; 2024Q4: 197,267 shares; 2025Q1: 154,249 shares; 2025Q2: 144,875 shares; 2025Q3: 92,354 shares 92,354 $2.59M <0.01% -52,521 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,715 shares; 2024Q4: 16,410 shares; 2025Q1: 12,847 shares; 2025Q2: 25,970 shares; 2025Q3: 30,716 shares 30,716 $2.58M <0.01% +4,746 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,293 shares; 2024Q4: 46,287 shares; 2025Q1: 49,170 shares; 2025Q2: 54,008 shares; 2025Q3: 50,478 shares 50,478 $2.58M <0.01% -3,530 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,688 shares; 2024Q4: 26,720 shares; 2025Q1: 32,071 shares; 2025Q2: 29,635 shares; 2025Q3: 140,917 shares 140,917 $2.56M <0.01% +111,282 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 3,172 shares; 2025Q1: 10,872 shares; 2025Q2: 17,396 shares; 2025Q3: 20,660 shares 20,660 $2.56M <0.01% +3,264 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 10,897 shares; 2025Q1: 16,442 shares; 2025Q2: 16,745 shares; 2025Q3: 94,708 shares 94,708 $2.56M <0.01% +77,963 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,305 shares; 2024Q4: 1,209 shares; 2025Q1: 789 shares; 2025Q2: 7,256 shares; 2025Q3: 141,455 shares 141,455 $2.55M <0.01% +134,199 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,657 shares; 2024Q4: 8,538 shares; 2025Q1: 8,236 shares; 2025Q2: 9,284 shares; 2025Q3: 101,093 shares 101,093 $2.55M <0.01% +91,809 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,939 shares; 2024Q4: 18,209 shares; 2025Q1: 20,386 shares; 2025Q2: 29,861 shares; 2025Q3: 133,399 shares 133,399 $2.55M <0.01% +103,538 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,811 shares; 2024Q4: 30,559 shares; 2025Q1: 30,343 shares; 2025Q2: 30,900 shares; 2025Q3: 62,575 shares 62,575 $2.55M <0.01% +31,675 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,810 shares; 2024Q4: 24,826 shares; 2025Q1: 18,029 shares; 2025Q2: 31,831 shares; 2025Q3: 50,255 shares 50,255 $2.55M <0.01% +18,424 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,431 shares; 2024Q4: 17,897 shares; 2025Q1: 15,451 shares; 2025Q2: 16,721 shares; 2025Q3: 17,663 shares 17,663 $2.55M <0.01% +942 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,122 shares; 2024Q4: 87,880 shares; 2025Q1: 87,781 shares; 2025Q2: 101,267 shares; 2025Q3: 114,848 shares 114,848 $2.54M <0.01% +13,581 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,799 shares; 2024Q4: 127,204 shares; 2025Q1: 114,601 shares; 2025Q2: 107,449 shares; 2025Q3: 98,950 shares 98,950 $2.54M <0.01% -8,499 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,484 shares; 2024Q4: 85,299 shares; 2025Q1: 114,110 shares; 2025Q2: 104,952 shares; 2025Q3: 107,721 shares 107,721 $2.54M <0.01% +2,769 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,197 shares; 2024Q4: 209,456 shares; 2025Q1: 223,770 shares; 2025Q2: 216,902 shares; 2025Q3: 173,325 shares 173,325 $2.53M <0.01% -43,577 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 17,588 shares; 2025Q1: 22,311 shares; 2025Q2: 18,195 shares; 2025Q3: 16,970 shares 16,970 $2.53M <0.01% -1,225 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 10,127 shares; 2025Q1: 9,991 shares; 2025Q2: 15,921 shares; 2025Q3: 45,646 shares 45,646 $2.53M <0.01% +29,725 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,012 shares; 2024Q4: 19,957 shares; 2025Q1: 12,182 shares; 2025Q2: 33,480 shares; 2025Q3: 80,642 shares 80,642 $2.52M <0.01% +47,162 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,047 shares; 2024Q4: 54,070 shares; 2025Q1: 89,666 shares; 2025Q2: 106,096 shares; 2025Q3: 93,338 shares 93,338 $2.52M <0.01% -12,758 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,162 shares; 2025Q1: 2,190 shares; 2025Q2: 2,531 shares; 2025Q3: 53,745 shares 53,745 $2.52M <0.01% +51,214 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,912 shares; 2024Q4: 176,972 shares; 2025Q1: 265,206 shares; 2025Q2: 405,412 shares; 2025Q3: 422,318 shares 422,318 $2.51M <0.01% +16,906 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,220 shares; 2024Q4: 164,592 shares; 2025Q1: 154,471 shares; 2025Q2: 152,098 shares; 2025Q3: 151,541 shares 151,541 $2.51M <0.01% -557 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,120 shares; 2024Q4: 37,180 shares; 2025Q1: 33,285 shares; 2025Q2: 48,005 shares; 2025Q3: 44,741 shares 44,741 $2.5M <0.01% -3,264 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 17,279 shares; 2025Q1: 20,259 shares; 2025Q2: 18,989 shares; 2025Q3: 19,353 shares 19,353 $2.5M <0.01% +364 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,963 shares; 2024Q4: 24,567 shares; 2025Q1: 11,200 shares; 2025Q2: 37,452 shares; 2025Q3: 37,455 shares 37,455 $2.5M <0.01% +3 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,729 shares; 2024Q4: 43,914 shares; 2025Q1: 49,651 shares; 2025Q2: 54,666 shares; 2025Q3: 97,608 shares 97,608 $2.5M <0.01% +42,942 Timeline DIN DINE BRANDS GLOBAL INC More: the full row for DINE BRANDS GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 672 shares; 2025Q1: 1,122 shares; 2025Q2: 7,235 shares; 2025Q3: 102,514 shares 102,514 $2.49M <0.01% +95,279 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,101 shares; 2024Q4: 93,100 shares; 2025Q1: 94,281 shares; 2025Q2: 109,353 shares; 2025Q3: 97,594 shares 97,594 $2.49M <0.01% -11,759 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,972 shares; 2024Q4: 55,001 shares; 2025Q1: 58,108 shares; 2025Q2: 59,993 shares; 2025Q3: 56,933 shares 56,933 $2.49M <0.01% -3,060 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 8,389 shares; 2025Q1: 10,001 shares; 2025Q2: 13,928 shares; 2025Q3: 16,857 shares 16,857 $2.49M <0.01% +2,929 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,604 shares; 2024Q4: 32,680 shares; 2025Q1: 22,329 shares; 2025Q2: 33,804 shares; 2025Q3: 33,111 shares 33,111 $2.49M <0.01% -693 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,863 shares; 2025Q1: 29,974 shares; 2025Q2: 27,866 shares; 2025Q3: 29,280 shares 29,280 $2.49M <0.01% +1,414 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 11,098 shares; 2025Q1: 17,031 shares; 2025Q2: 16,415 shares; 2025Q3: 23,915 shares 23,915 $2.49M <0.01% +7,500 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 21,298 shares; 2025Q2: 24,216 shares; 2025Q3: 29,808 shares 29,808 $2.49M <0.01% +5,592 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,218 shares; 2024Q4: 337,699 shares; 2025Q1: 360,188 shares; 2025Q2: 449,270 shares; 2025Q3: 538,681 shares 538,681 $2.49M <0.01% +89,411 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,844 shares; 2024Q4: 229,506 shares; 2025Q1: 222,963 shares; 2025Q2: 206,459 shares; 2025Q3: 125,485 shares 125,485 $2.48M <0.01% -80,974 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,507 shares 49,507 $2.48M <0.01% new Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,122 shares; 2025Q3: 64,380 shares 64,380 $2.48M <0.01% +9,258 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,380 shares; 2024Q4: 213,260 shares; 2025Q1: 205,966 shares; 2025Q2: 273,186 shares; 2025Q3: 278,086 shares 278,086 $2.48M <0.01% +4,900 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: 13,900 shares; 2025Q1: 10,196 shares; 2025Q2: 45,047 shares; 2025Q3: 130,905 shares 130,905 $2.48M <0.01% +85,858 Timeline XUDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,539 shares 92,539 $2.47M <0.01% new Timeline