CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 16,919 shares; 2025Q1: 16,920 shares; 2025Q2: 28,341 shares; 2025Q3: 28,076 shares 28,076 $1.68M 0.03% -265 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,050 shares; 2024Q4: 36,130 shares; 2025Q1: 36,130 shares; 2025Q2: 38,996 shares; 2025Q3: 35,467 shares 35,467 $1.67M 0.03% -3,529 Timeline FSTA 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: 40,862 shares; 2024Q4: 42,466 shares; 2025Q1: 42,466 shares; 2025Q2: 36,125 shares; 2025Q3: 33,296 shares 33,296 $1.66M 0.03% -2,829 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 16,259 shares; 2025Q3: 39,548 shares 39,548 $1.66M 0.03% +23,289 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 42,720 shares; 2025Q1: 42,720 shares; 2025Q2: 49,971 shares; 2025Q3: 56,334 shares 56,334 $1.65M 0.03% +6,363 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,471 shares; 2024Q4: 298,663 shares; 2025Q1: 298,663 shares; 2025Q2: 313,802 shares; 2025Q3: 329,250 shares 329,250 $1.64M 0.03% +15,448 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,934 shares; 2024Q4: 30,493 shares; 2025Q1: 30,993 shares; 2025Q2: 37,633 shares; 2025Q3: 36,700 shares 36,700 $1.64M 0.03% -933 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 2,968 shares; 2025Q3: 2,650 shares 2,650 $1.63M 0.03% -318 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: 7,686 shares; 2024Q4: 5,335 shares; 2025Q1: 9,128 shares; 2025Q2: 5,965 shares; 2025Q3: 6,465 shares 6,465 $1.63M 0.03% +500 Timeline HEQ JOHN HANCOCK DIVERSIFIED INC More: the full row for JOHN HANCOCK DIVERSIFIED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,175 shares; 2024Q4: 149,241 shares; 2025Q1: 149,241 shares; 2025Q2: 150,480 shares; 2025Q3: 152,472 shares 152,472 $1.62M 0.03% +1,992 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,308 shares; 2024Q4: 7,609 shares; 2025Q1: 7,758 shares; 2025Q2: 15,624 shares; 2025Q3: 16,816 shares 16,816 $1.62M 0.03% +1,192 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,147 shares; 2024Q4: 31,851 shares; 2025Q1: 31,851 shares; 2025Q2: 40,978 shares; 2025Q3: 43,996 shares 43,996 $1.62M 0.03% +3,018 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,827 shares; 2025Q3: 12,843 shares 12,843 $1.62M 0.03% +11,016 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,542 shares; 2024Q4: 53,993 shares; 2025Q1: 54,058 shares; 2025Q2: 64,602 shares; 2025Q3: 79,905 shares 79,905 $1.61M 0.03% +15,303 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 7,752 shares; 2025Q3: 8,006 shares 8,006 $1.61M 0.03% +254 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 4,140 shares; 2025Q1: 4,290 shares; 2025Q2: 8,001 shares; 2025Q3: 8,542 shares 8,542 $1.6M 0.03% +541 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,703 shares; 2024Q4: 68,989 shares; 2025Q1: 69,324 shares; 2025Q2: 51,687 shares; 2025Q3: 50,672 shares 50,672 $1.6M 0.03% -1,015 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: not reported; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 37,914 shares; 2025Q3: 44,414 shares 44,414 $1.59M 0.03% +6,500 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,796 shares; 2024Q4: 33,167 shares; 2025Q1: 33,167 shares; 2025Q2: 32,621 shares; 2025Q3: 31,317 shares 31,317 $1.59M 0.03% -1,304 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,892 shares; 2024Q4: 17,530 shares; 2025Q1: 17,694 shares; 2025Q2: 29,472 shares; 2025Q3: 31,206 shares 31,206 $1.57M 0.03% +1,734 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 6,880 shares; 2025Q1: 6,880 shares; 2025Q2: 14,428 shares; 2025Q3: 14,142 shares 14,142 $1.55M 0.03% -286 Timeline RSP 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: 24,117 shares; 2024Q4: 22,969 shares; 2025Q1: 23,514 shares; 2025Q2: 10,672 shares; 2025Q3: 8,078 shares 8,078 $1.53M 0.03% -2,594 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: 105,076 shares; 2024Q4: 110,732 shares; 2025Q1: 110,732 shares; 2025Q2: 113,508 shares; 2025Q3: 118,917 shares 118,917 $1.53M 0.03% +5,409 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 11,183 shares; 2025Q1: 11,183 shares; 2025Q2: 11,281 shares; 2025Q3: 10,388 shares 10,388 $1.52M 0.03% -893 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,993 shares; 2025Q3: 3,178 shares 3,178 $1.51M 0.02% +185 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: 7,319 shares; 2024Q4: 7,669 shares; 2025Q1: 7,744 shares; 2025Q2: 9,696 shares; 2025Q3: 9,925 shares 9,925 $1.51M 0.02% +229 Timeline LITL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 52,903 shares 52,903 $1.51M 0.02% +52,403 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,900 shares; 2025Q3: 53,293 shares 53,293 $1.51M 0.02% +393 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,086 shares; 2024Q4: 181,690 shares; 2025Q1: 185,563 shares; 2025Q2: 132,720 shares; 2025Q3: 129,787 shares 129,787 $1.51M 0.02% -2,933 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 8,260 shares; 2025Q1: 8,260 shares; 2025Q2: 9,669 shares; 2025Q3: 10,544 shares 10,544 $1.5M 0.02% +875 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,699 shares; 2024Q4: 14,820 shares; 2025Q1: 14,820 shares; 2025Q2: 16,454 shares; 2025Q3: 22,636 shares 22,636 $1.49M 0.02% +6,182 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: 68,964 shares; 2024Q4: 75,896 shares; 2025Q1: 76,861 shares; 2025Q2: 81,167 shares; 2025Q3: 76,764 shares 76,764 $1.49M 0.02% -4,403 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: 23,249 shares; 2024Q4: 22,748 shares; 2025Q1: 22,748 shares; 2025Q2: 18,563 shares; 2025Q3: 17,092 shares 17,092 $1.49M 0.02% -1,471 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,768 shares; 2025Q3: 53,030 shares 53,030 $1.49M 0.02% +38,262 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 3,389 shares; 2025Q1: 3,389 shares; 2025Q2: 3,460 shares; 2025Q3: 4,314 shares 4,314 $1.49M 0.02% +854 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,759 shares; 2024Q4: 27,430 shares; 2025Q1: 27,459 shares; 2025Q2: 30,210 shares; 2025Q3: 36,475 shares 36,475 $1.48M 0.02% +6,265 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,886 shares; 2024Q4: 137,257 shares; 2025Q1: 137,257 shares; 2025Q2: 127,429 shares; 2025Q3: 76,458 shares 76,458 $1.48M 0.02% -50,971 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 6,457 shares; 2025Q3: 7,782 shares 7,782 $1.47M 0.02% +1,325 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,520 shares; 2024Q4: 288,773 shares; 2025Q1: 288,773 shares; 2025Q2: 306,837 shares; 2025Q3: 320,424 shares 320,424 $1.45M 0.02% +13,587 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 6,189 shares; 2025Q1: 8,922 shares; 2025Q2: 9,000 shares; 2025Q3: 8,755 shares 8,755 $1.45M 0.02% -245 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 5,232 shares; 2025Q1: 5,232 shares; 2025Q2: 54,898 shares; 2025Q3: 56,211 shares 56,211 $1.45M 0.02% +1,313 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,511 shares; 2024Q4: 85,869 shares; 2025Q1: 85,869 shares; 2025Q2: 99,584 shares; 2025Q3: 107,851 shares 107,851 $1.45M 0.02% +8,267 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 5,301 shares; 2025Q3: 5,304 shares 5,304 $1.44M 0.02% +3 Timeline SNSR 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: 171,518 shares; 2024Q4: 155,144 shares; 2025Q1: 157,134 shares; 2025Q2: 73,285 shares; 2025Q3: 36,704 shares 36,704 $1.43M 0.02% -36,581 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 33,335 shares; 2025Q3: 34,113 shares 34,113 $1.43M 0.02% +778 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 5,570 shares; 2025Q1: 5,615 shares; 2025Q2: 5,136 shares; 2025Q3: 5,256 shares 5,256 $1.43M 0.02% +120 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,824 shares; 2024Q4: 21,158 shares; 2025Q1: 21,158 shares; 2025Q2: 21,878 shares; 2025Q3: 21,003 shares 21,003 $1.42M 0.02% -875 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: 1,369 shares; 2024Q4: 2,933 shares; 2025Q1: 10,384 shares; 2025Q2: 12,007 shares; 2025Q3: 17,126 shares 17,126 $1.42M 0.02% +5,119 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,198 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 104,519 shares; 2025Q3: 135,388 shares 135,388 $1.42M 0.02% +30,869 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 5,754 shares; 2025Q1: 5,754 shares; 2025Q2: 17,039 shares; 2025Q3: 17,139 shares 17,139 $1.41M 0.02% +100 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 2,078 shares; 2025Q3: 2,196 shares 2,196 $1.4M 0.02% +118 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 17,492 shares; 2025Q1: 17,492 shares; 2025Q2: 7,774 shares; 2025Q3: 9,002 shares 9,002 $1.4M 0.02% +1,228 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 12,137 shares; 2025Q1: 12,183 shares; 2025Q2: 13,248 shares; 2025Q3: 13,976 shares 13,976 $1.4M 0.02% +728 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,916 shares; 2024Q4: 53,805 shares; 2025Q1: 53,805 shares; 2025Q2: 45,910 shares; 2025Q3: 54,447 shares 54,447 $1.39M 0.02% +8,537 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: 120,815 shares; 2024Q4: 124,970 shares; 2025Q1: 124,970 shares; 2025Q2: 142,892 shares; 2025Q3: 153,160 shares 153,160 $1.39M 0.02% +10,268 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 15,055 shares; 2025Q3: 17,417 shares 17,417 $1.39M 0.02% +2,362 Timeline EJUL 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: 72,521 shares; 2024Q4: 72,415 shares; 2025Q1: 72,415 shares; 2025Q2: 71,395 shares; 2025Q3: 47,852 shares 47,852 $1.38M 0.02% -23,543 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 8,229 shares; 2025Q1: 8,229 shares; 2025Q2: 10,241 shares; 2025Q3: 10,282 shares 10,282 $1.38M 0.02% +41 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 6,107 shares; 2025Q3: 7,314 shares 7,314 $1.38M 0.02% +1,207 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,923 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 9,463 shares; 2025Q3: 15,814 shares 15,814 $1.38M 0.02% +6,351 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 3,215 shares; 2025Q1: 3,248 shares; 2025Q2: 4,597 shares; 2025Q3: 4,590 shares 4,590 $1.38M 0.02% -7 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,127 shares; 2024Q4: 20,736 shares; 2025Q1: 20,736 shares; 2025Q2: 15,426 shares; 2025Q3: 30,951 shares 30,951 $1.38M 0.02% +15,525 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,303 shares; 2024Q4: 78,047 shares; 2025Q1: 78,047 shares; 2025Q2: 187,417 shares; 2025Q3: 216,947 shares 216,947 $1.38M 0.02% +29,530 Timeline FLGB 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: 59,047 shares; 2024Q4: 41,306 shares; 2025Q1: 41,306 shares; 2025Q2: 40,984 shares; 2025Q3: 42,306 shares 42,306 $1.37M 0.02% +1,322 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,511 shares; 2024Q4: 42,335 shares; 2025Q1: 42,335 shares; 2025Q2: 42,221 shares; 2025Q3: 41,736 shares 41,736 $1.36M 0.02% -485 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,205 shares; 2024Q4: 30,929 shares; 2025Q1: 30,929 shares; 2025Q2: 32,137 shares; 2025Q3: 30,577 shares 30,577 $1.36M 0.02% -1,560 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 10,221 shares; 2025Q1: 10,221 shares; 2025Q2: 18,890 shares; 2025Q3: 21,557 shares 21,557 $1.36M 0.02% +2,667 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 3,253 shares; 2025Q3: 3,184 shares 3,184 $1.36M 0.02% -69 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 45,459 shares; 2025Q3: 48,475 shares 48,475 $1.36M 0.02% +3,016 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 7,035 shares; 2025Q3: 7,960 shares 7,960 $1.36M 0.02% +925 Timeline SCHF 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: 17,858 shares; 2024Q4: 42,181 shares; 2025Q1: 42,181 shares; 2025Q2: 55,796 shares; 2025Q3: 58,181 shares 58,181 $1.35M 0.02% +2,385 Timeline EEM 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: 16,160 shares; 2024Q4: 17,651 shares; 2025Q1: 20,201 shares; 2025Q2: 23,479 shares; 2025Q3: 25,104 shares 25,104 $1.34M 0.02% +1,625 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,823 shares; 2024Q4: 14,593 shares; 2025Q1: 14,593 shares; 2025Q2: 12,558 shares; 2025Q3: 12,881 shares 12,881 $1.34M 0.02% +323 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: 64,085 shares; 2024Q4: 69,203 shares; 2025Q1: 69,203 shares; 2025Q2: 69,718 shares; 2025Q3: 69,726 shares 69,726 $1.34M 0.02% +8 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,405 shares; 2024Q4: 39,005 shares; 2025Q1: 39,005 shares; 2025Q2: 43,921 shares; 2025Q3: 43,263 shares 43,263 $1.34M 0.02% -658 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,452 shares; 2024Q4: 22,612 shares; 2025Q1: 22,612 shares; 2025Q2: 30,007 shares; 2025Q3: 29,510 shares 29,510 $1.33M 0.02% -497 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 33,950 shares; 2025Q1: 34,075 shares; 2025Q2: 33,921 shares; 2025Q3: 33,764 shares 33,764 $1.32M 0.02% -157 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: 24,663 shares; 2024Q4: 24,807 shares; 2025Q1: 24,867 shares; 2025Q2: 25,318 shares; 2025Q3: 30,836 shares 30,836 $1.32M 0.02% +5,518 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 11,184 shares; 2025Q1: 11,184 shares; 2025Q2: 15,993 shares; 2025Q3: 17,498 shares 17,498 $1.32M 0.02% +1,505 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: 17,895 shares; 2024Q4: 18,688 shares; 2025Q1: 18,888 shares; 2025Q2: 17,958 shares; 2025Q3: 18,719 shares 18,719 $1.32M 0.02% +761 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,923 shares; 2024Q4: 53,539 shares; 2025Q1: 53,563 shares; 2025Q2: 10,391 shares; 2025Q3: 13,778 shares 13,778 $1.31M 0.02% +3,387 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: 8,384 shares; 2025Q1: 8,384 shares; 2025Q2: 9,076 shares; 2025Q3: 9,457 shares 9,457 $1.31M 0.02% +381 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 4,260 shares; 2025Q3: 3,580 shares 3,580 $1.31M 0.02% -680 Timeline CGCP 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: 28,127 shares; 2024Q4: 37,626 shares; 2025Q1: 37,626 shares; 2025Q2: 48,752 shares; 2025Q3: 57,384 shares 57,384 $1.3M 0.02% +8,632 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 2,147 shares; 2025Q1: 2,247 shares; 2025Q2: 2,548 shares; 2025Q3: 3,240 shares 3,240 $1.3M 0.02% +692 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,598 shares; 2024Q4: 9,474 shares; 2025Q1: 9,517 shares; 2025Q2: 6,794 shares; 2025Q3: 8,825 shares 8,825 $1.3M 0.02% +2,031 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares; 2025Q2: 7,474 shares; 2025Q3: 6,622 shares 6,622 $1.3M 0.02% -852 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 4,964 shares; 2025Q3: 3,803 shares 3,803 $1.29M 0.02% -1,161 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 16,739 shares; 2025Q1: 16,739 shares; 2025Q2: 11,782 shares; 2025Q3: 9,489 shares 9,489 $1.29M 0.02% -2,293 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 18,382 shares; 2025Q1: 18,525 shares; 2025Q2: 22,815 shares; 2025Q3: 22,738 shares 22,738 $1.29M 0.02% -77 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: 6,117 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 4,239 shares; 2025Q3: 4,324 shares 4,324 $1.28M 0.02% +85 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,441 shares; 2024Q4: 21,441 shares; 2025Q1: 21,441 shares; 2025Q2: 24,865 shares; 2025Q3: 24,471 shares 24,471 $1.28M 0.02% -394 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,765 shares; 2025Q1: 3,765 shares; 2025Q2: 3,125 shares; 2025Q3: 32,837 shares 32,837 $1.28M 0.02% +29,712 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,768 shares; 2025Q3: 1,825 shares 1,825 $1.27M 0.02% +57 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,225 shares; 2025Q3: 1,320 shares 1,320 $1.26M 0.02% +95 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 5,258 shares; 2025Q3: 5,848 shares 5,848 $1.25M 0.02% +590 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,678 shares; 2025Q1: 4,678 shares; 2025Q2: 4,709 shares; 2025Q3: 4,482 shares 4,482 $1.25M 0.02% -227 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,906 shares; 2024Q4: 25,158 shares; 2025Q1: 25,158 shares; 2025Q2: 25,062 shares; 2025Q3: 25,197 shares 25,197 $1.25M 0.02% +135 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: not reported; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 11,994 shares; 2025Q3: 41,306 shares 41,306 $1.24M 0.02% +29,312 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 1,081 shares; 2025Q3: 1,673 shares 1,673 $1.23M 0.02% +592 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,124 shares; 2025Q3: 1,716 shares 1,716 $1.23M 0.02% +592 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,429 shares; 2024Q4: 130,956 shares; 2025Q1: 130,956 shares; 2025Q2: 2,889 shares; 2025Q3: 13,767 shares 13,767 $1.23M 0.02% +10,878 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: 4,936 shares; 2025Q2: 19,807 shares; 2025Q3: 30,885 shares 30,885 $1.23M 0.02% +11,078 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,671 shares; 2024Q4: 35,902 shares; 2025Q1: 35,902 shares; 2025Q2: 34,713 shares; 2025Q3: 36,075 shares 36,075 $1.23M 0.02% +1,362 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 27,920 shares; 2025Q1: 27,920 shares; 2025Q2: 25,986 shares; 2025Q3: 13,472 shares 13,472 $1.23M 0.02% -12,514 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,937 shares; 2025Q3: 2,158 shares 2,158 $1.22M 0.02% +221 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 12,764 shares; 2025Q1: 13,383 shares; 2025Q2: 13,126 shares; 2025Q3: 12,685 shares 12,685 $1.22M 0.02% -441 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,285 shares; 2024Q4: 32,197 shares; 2025Q1: 34,119 shares; 2025Q2: 35,059 shares; 2025Q3: 37,295 shares 37,295 $1.22M 0.02% +2,236 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 7,175 shares; 2025Q1: 7,405 shares; 2025Q2: 8,154 shares; 2025Q3: 8,499 shares 8,499 $1.21M 0.02% +345 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,223 shares; 2024Q4: 35,599 shares; 2025Q1: 35,599 shares; 2025Q2: 47,599 shares; 2025Q3: 47,868 shares 47,868 $1.21M 0.02% +269 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 12,248 shares; 2025Q1: 12,248 shares; 2025Q2: 15,519 shares; 2025Q3: 16,573 shares 16,573 $1.2M 0.02% +1,054 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 7,966 shares; 2025Q1: 7,966 shares; 2025Q2: 9,337 shares; 2025Q3: 8,410 shares 8,410 $1.2M 0.02% -927 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 4,433 shares; 2025Q1: 4,433 shares; 2025Q2: 4,794 shares; 2025Q3: 4,818 shares 4,818 $1.2M 0.02% +24 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: 10,322 shares; 2025Q1: 10,377 shares; 2025Q2: 14,240 shares; 2025Q3: 15,012 shares 15,012 $1.2M 0.02% +772 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: 975 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 8,714 shares; 2025Q3: 9,062 shares 9,062 $1.2M 0.02% +348 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,108 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 16,672 shares; 2025Q3: 14,238 shares 14,238 $1.2M 0.02% -2,434 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,794 shares; 2024Q4: 15,384 shares; 2025Q1: 15,384 shares; 2025Q2: 23,098 shares; 2025Q3: 24,563 shares 24,563 $1.19M 0.02% +1,465 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 6,566 shares; 2025Q1: 6,566 shares; 2025Q2: 5,139 shares; 2025Q3: 4,996 shares 4,996 $1.19M 0.02% -143 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: 14,338 shares; 2025Q1: 14,416 shares; 2025Q2: 13,638 shares; 2025Q3: 13,791 shares 13,791 $1.19M 0.02% +153 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,510 shares; 2024Q4: 7,888 shares; 2025Q1: 7,888 shares; 2025Q2: 7,808 shares; 2025Q3: 9,061 shares 9,061 $1.19M 0.02% +1,253 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,860 shares; 2024Q4: 96,176 shares; 2025Q1: 96,176 shares; 2025Q2: 108,501 shares; 2025Q3: 70,539 shares 70,539 $1.18M 0.02% -37,962 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 15,799 shares; 2025Q1: 15,799 shares; 2025Q2: 18,004 shares; 2025Q3: 19,281 shares 19,281 $1.18M 0.02% +1,277 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 9,425 shares; 2025Q1: 9,425 shares; 2025Q2: 11,308 shares; 2025Q3: 10,244 shares 10,244 $1.18M 0.02% -1,064 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 1,820 shares; 2025Q3: 1,856 shares 1,856 $1.17M 0.02% +36 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,565 shares; 2024Q4: 24,725 shares; 2025Q1: 24,725 shares; 2025Q2: 34,626 shares; 2025Q3: 40,447 shares 40,447 $1.17M 0.02% +5,821 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 4,361 shares; 2025Q3: 4,737 shares 4,737 $1.16M 0.02% +376 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: 2,368 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 1,936 shares; 2025Q3: 16,897 shares 16,897 $1.16M 0.02% +14,961 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,571 shares; 2024Q4: 156,000 shares; 2025Q1: 156,000 shares; 2025Q2: 161,182 shares; 2025Q3: 164,361 shares 164,361 $1.15M 0.02% +3,179 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,974 shares; 2025Q1: 4,997 shares; 2025Q2: 7,158 shares; 2025Q3: 7,489 shares 7,489 $1.14M 0.02% +331 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,699 shares; 2025Q1: 4,699 shares; 2025Q2: 6,712 shares; 2025Q3: 6,488 shares 6,488 $1.12M 0.02% -224 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: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 9,757 shares; 2025Q3: 23,773 shares 23,773 $1.12M 0.02% +14,016 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 53,926 shares; 2025Q3: 58,938 shares 58,938 $1.11M 0.02% +5,012 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,714 shares; 2025Q3: 2,438 shares 2,438 $1.11M 0.02% +724 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: 21,020 shares; 2024Q4: 21,020 shares; 2025Q1: 21,020 shares; 2025Q2: 24,782 shares; 2025Q3: 24,290 shares 24,290 $1.11M 0.02% -492 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,073 shares; 2024Q4: 38,000 shares; 2025Q1: 38,718 shares; 2025Q2: 43,189 shares; 2025Q3: 56,611 shares 56,611 $1.11M 0.02% +13,422 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,736 shares; 2024Q4: 14,145 shares; 2025Q1: 14,146 shares; 2025Q2: 9,347 shares; 2025Q3: 12,043 shares 12,043 $1.1M 0.02% +2,696 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 10,810 shares; 2025Q1: 10,810 shares; 2025Q2: 24,351 shares; 2025Q3: 27,281 shares 27,281 $1.1M 0.02% +2,930 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,217 shares; 2024Q4: 20,600 shares; 2025Q1: 20,655 shares; 2025Q2: 30,724 shares; 2025Q3: 16,458 shares 16,458 $1.1M 0.02% -14,266 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,184 shares; 2024Q4: 11,213 shares; 2025Q1: 11,213 shares; 2025Q2: 12,465 shares; 2025Q3: 12,103 shares 12,103 $1.1M 0.02% -362 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,104 shares; 2024Q4: 14,511 shares; 2025Q1: 14,511 shares; 2025Q2: 13,591 shares; 2025Q3: 9,775 shares 9,775 $1.09M 0.02% -3,816 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,138 shares; 2024Q4: 29,966 shares; 2025Q1: 30,732 shares; 2025Q2: 32,082 shares; 2025Q3: 32,254 shares 32,254 $1.09M 0.02% +172 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,719 shares; 2024Q4: 29,854 shares; 2025Q1: 29,854 shares; 2025Q2: 35,436 shares; 2025Q3: 43,426 shares 43,426 $1.08M 0.02% +7,990 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,784 shares; 2024Q4: 8,694 shares; 2025Q1: 8,734 shares; 2025Q2: 8,638 shares; 2025Q3: 8,863 shares 8,863 $1.08M 0.02% +225 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,719 shares; 2025Q1: 5,719 shares; 2025Q2: 4,629 shares; 2025Q3: 4,993 shares 4,993 $1.08M 0.02% +364 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 9,479 shares; 2025Q1: 9,479 shares; 2025Q2: 11,879 shares; 2025Q3: 11,934 shares 11,934 $1.07M 0.02% +55 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 6,824 shares; 2025Q1: 7,331 shares; 2025Q2: 10,468 shares; 2025Q3: 10,256 shares 10,256 $1.07M 0.02% -212 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,095 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,935 shares; 2025Q3: 6,543 shares 6,543 $1.07M 0.02% +608 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,881 shares; 2024Q4: 78,878 shares; 2025Q1: 78,883 shares; 2025Q2: 125,016 shares; 2025Q3: 118,927 shares 118,927 $1.07M 0.02% -6,089 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 4,251 shares; 2025Q3: 4,316 shares 4,316 $1.06M 0.02% +65 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 6,877 shares; 2025Q3: 7,423 shares 7,423 $1.06M 0.02% +546 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 4,718 shares; 2025Q3: 5,170 shares 5,170 $1.06M 0.02% +452 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 6,429 shares; 2025Q3: 7,956 shares 7,956 $1.05M 0.02% +1,527 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,172 shares; 2025Q3: 11,132 shares 11,132 $1.04M 0.02% +1,960 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 8,180 shares; 2025Q1: 8,180 shares; 2025Q2: 9,544 shares; 2025Q3: 9,791 shares 9,791 $1.04M 0.02% +247 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,935 shares; 2024Q4: 43,811 shares; 2025Q1: 43,811 shares; 2025Q2: 11,285 shares; 2025Q3: 11,300 shares 11,300 $1.03M 0.02% +15 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 3,592 shares; 2025Q1: 3,649 shares; 2025Q2: 4,445 shares; 2025Q3: 53,924 shares 53,924 $1.03M 0.02% +49,479 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 15,006 shares; 2025Q1: 15,024 shares; 2025Q2: 14,666 shares; 2025Q3: 16,507 shares 16,507 $1.03M 0.02% +1,841 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 15,652 shares; 2025Q1: 15,652 shares; 2025Q2: 17,397 shares; 2025Q3: 18,646 shares 18,646 $1.03M 0.02% +1,249 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,580 shares; 2024Q4: 49,379 shares; 2025Q1: 49,379 shares; 2025Q2: 49,325 shares; 2025Q3: 52,165 shares 52,165 $1.02M 0.02% +2,840 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 5,962 shares; 2025Q3: 6,450 shares 6,450 $1.01M 0.02% +488 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 12,238 shares; 2025Q3: 12,883 shares 12,883 $1.01M 0.02% +645 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: 2,019 shares; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 5,721 shares; 2025Q3: 7,004 shares 7,004 $1.01M 0.02% +1,283 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 14,055 shares; 2025Q3: 19,479 shares 19,479 $1M 0.02% +5,424 Timeline EEMV 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: 16,818 shares; 2024Q4: 17,632 shares; 2025Q1: 17,751 shares; 2025Q2: 16,404 shares; 2025Q3: 15,622 shares 15,622 $997K 0.02% -782 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,646 shares; 2024Q4: 19,471 shares; 2025Q1: 19,471 shares; 2025Q2: 19,471 shares; 2025Q3: 17,801 shares 17,801 $996K 0.02% -1,670 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 4,583 shares; 2025Q3: 5,093 shares 5,093 $995K 0.02% +510 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 5,231 shares; 2025Q3: 5,816 shares 5,816 $993K 0.02% +585 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 73 shares; 2025Q3: 8,457 shares 8,457 $987K 0.02% +8,384 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 8,988 shares; 2025Q1: 8,988 shares; 2025Q2: 10,137 shares; 2025Q3: 10,539 shares 10,539 $984K 0.02% +402 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: 5,846 shares; 2025Q3: 6,778 shares 6,778 $981K 0.02% +932 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 631 shares; 2025Q1: 636 shares; 2025Q2: 476 shares; 2025Q3: 513 shares 513 $981K 0.02% +37 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 30 shares; 2025Q3: 31,708 shares 31,708 $980K 0.02% +31,678 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 11,374 shares; 2025Q1: 11,374 shares; 2025Q2: 12,538 shares; 2025Q3: 12,450 shares 12,450 $978K 0.02% -88 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 8,638 shares; 2025Q1: 8,638 shares; 2025Q2: 18,683 shares; 2025Q3: 19,250 shares 19,250 $978K 0.02% +567 Timeline NATO THEMES ETF TR More: the full row for THEMES 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: 24,209 shares; 2025Q3: 24,748 shares 24,748 $969K 0.02% +539 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,011 shares; 2025Q3: 33,751 shares 33,751 $965K 0.02% +23,740 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: 816 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 10,461 shares; 2025Q3: 24,715 shares 24,715 $960K 0.02% +14,254 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 5,458 shares; 2025Q1: 5,485 shares; 2025Q2: 5,009 shares; 2025Q3: 4,769 shares 4,769 $958K 0.02% -240 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 24,618 shares; 2025Q3: 19,575 shares 19,575 $956K 0.02% -5,043 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 8,684 shares; 2025Q1: 8,684 shares; 2025Q2: 10,966 shares; 2025Q3: 11,371 shares 11,371 $956K 0.02% +405 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,357 shares; 2024Q4: 22,266 shares; 2025Q1: 22,266 shares; 2025Q2: 24,203 shares; 2025Q3: 6,863 shares 6,863 $955K 0.02% -17,340 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 20,030 shares; 2025Q1: 20,030 shares; 2025Q2: 19,600 shares; 2025Q3: 18,277 shares 18,277 $954K 0.02% -1,323 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,965 shares; 2024Q4: 41,515 shares; 2025Q1: 49,683 shares; 2025Q2: 33,635 shares; 2025Q3: 34,128 shares 34,128 $948K 0.02% +493 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,278 shares; 2025Q3: 10,630 shares 10,630 $945K 0.02% +352 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,255 shares; 2025Q3: 7,949 shares 7,949 $944K 0.02% +1,694 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,983 shares; 2025Q1: 2,983 shares; 2025Q2: 3,117 shares; 2025Q3: 3,377 shares 3,377 $943K 0.02% +260 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 4,795 shares; 2025Q1: 4,795 shares; 2025Q2: 4,058 shares; 2025Q3: 4,349 shares 4,349 $938K 0.02% +291 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,825 shares; 2024Q4: 86,304 shares; 2025Q1: 86,304 shares; 2025Q2: 27,208 shares; 2025Q3: 36,262 shares 36,262 $925K 0.02% +9,054 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 274 shares; 2025Q3: 26,134 shares 26,134 $922K 0.02% +25,860 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 1,867 shares; 2025Q3: 2,224 shares 2,224 $922K 0.02% +357 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 1,770 shares; 2025Q1: 1,852 shares; 2025Q2: 4,257 shares; 2025Q3: 3,899 shares 3,899 $920K 0.02% -358 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 5,904 shares; 2025Q1: 6,434 shares; 2025Q2: 7,656 shares; 2025Q3: 9,977 shares 9,977 $912K 0.02% +2,321 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 6,297 shares; 2025Q3: 6,604 shares 6,604 $910K 0.01% +307 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 5,257 shares; 2025Q1: 5,322 shares; 2025Q2: 6,658 shares; 2025Q3: 7,967 shares 7,967 $896K 0.01% +1,309 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,550 shares; 2025Q1: 5,573 shares; 2025Q2: 4,420 shares; 2025Q3: 4,646 shares 4,646 $895K 0.01% +226 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,456 shares; 2024Q4: 21,829 shares; 2025Q1: 21,829 shares; 2025Q2: 20,201 shares; 2025Q3: 20,894 shares 20,894 $891K 0.01% +693 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 10,941 shares; 2025Q1: 10,941 shares; 2025Q2: 10,764 shares; 2025Q3: 11,091 shares 11,091 $886K 0.01% +327 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 26,133 shares; 2025Q1: 26,133 shares; 2025Q2: 30,785 shares; 2025Q3: 41,157 shares 41,157 $886K 0.01% +10,372 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 2,093 shares; 2025Q1: 2,093 shares; 2025Q2: 11,758 shares; 2025Q3: 12,447 shares 12,447 $885K 0.01% +689 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: 2,228 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,743 shares; 2025Q3: 2,819 shares 2,819 $884K 0.01% +76 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: 85,455 shares; 2024Q4: 87,760 shares; 2025Q1: 87,760 shares; 2025Q2: 21,655 shares; 2025Q3: 23,731 shares 23,731 $881K 0.01% +2,076 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 4,891 shares; 2025Q3: 6,208 shares 6,208 $880K 0.01% +1,317 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 5,128 shares; 2025Q1: 5,148 shares; 2025Q2: 5,706 shares; 2025Q3: 5,828 shares 5,828 $879K 0.01% +122 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 6,155 shares; 2025Q1: 6,319 shares; 2025Q2: 10,935 shares; 2025Q3: 12,128 shares 12,128 $876K 0.01% +1,193 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 11,612 shares; 2025Q3: 13,041 shares 13,041 $875K 0.01% +1,429 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 268 shares; 2025Q3: 374 shares 374 $874K 0.01% +106 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 5,750 shares; 2025Q1: 5,770 shares; 2025Q2: 8,517 shares; 2025Q3: 10,360 shares 10,360 $873K 0.01% +1,843 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,051 shares; 2025Q1: 6,093 shares; 2025Q2: 4,685 shares; 2025Q3: 5,039 shares 5,039 $871K 0.01% +354 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: 956 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 2,065 shares; 2025Q3: 2,602 shares 2,602 $866K 0.01% +537 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: 12,529 shares; 2024Q4: 16,372 shares; 2025Q1: 16,372 shares; 2025Q2: 16,539 shares; 2025Q3: 17,061 shares 17,061 $865K 0.01% +522 Timeline FFSM 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: 757 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 11,064 shares; 2025Q3: 29,610 shares 29,610 $865K 0.01% +18,546 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 36,161 shares; 2025Q3: 37,426 shares 37,426 $861K 0.01% +1,265 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,749 shares; 2024Q4: 110,503 shares; 2025Q1: 110,503 shares; 2025Q2: 81,108 shares; 2025Q3: 77,664 shares 77,664 $858K 0.01% -3,444 Timeline EOCT 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: 28,089 shares; 2025Q1: 28,089 shares; 2025Q2: 27,586 shares; 2025Q3: 27,475 shares 27,475 $854K 0.01% -111 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 3,234 shares; 2025Q3: 5,734 shares 5,734 $854K 0.01% +2,500 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 5,248 shares; 2025Q3: 6,017 shares 6,017 $851K 0.01% +769 Timeline PFEB 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: 6,883 shares; 2024Q4: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 5,136 shares; 2025Q3: 21,436 shares 21,436 $851K 0.01% +16,300 Timeline SPYV 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: 614,932 shares; 2024Q4: 17,215 shares; 2025Q1: 17,215 shares; 2025Q2: 13,718 shares; 2025Q3: 15,348 shares 15,348 $849K 0.01% +1,630 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 4,524 shares; 2025Q3: 5,310 shares 5,310 $849K 0.01% +786 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: 2,499 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 4,379 shares; 2025Q3: 4,446 shares 4,446 $847K 0.01% +67 Timeline NEMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,602 shares 16,602 $846K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,957 shares; 2024Q4: 21,288 shares; 2025Q1: 21,330 shares; 2025Q2: 12,631 shares; 2025Q3: 11,784 shares 11,784 $843K 0.01% -847 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: 2,930 shares; 2025Q3: 2,999 shares 2,999 $841K 0.01% +69 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 5,743 shares; 2025Q3: 9,023 shares 9,023 $833K 0.01% +3,280 Timeline SPDW 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: 15,579 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 15,077 shares; 2025Q3: 19,457 shares 19,457 $833K 0.01% +4,380 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 4,160 shares; 2025Q3: 4,167 shares 4,167 $831K 0.01% +7 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 1,516 shares; 2025Q3: 1,661 shares 1,661 $828K 0.01% +145 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,845 shares; 2025Q3: 2,705 shares 2,705 $826K 0.01% +860 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,918 shares; 2025Q1: 8,918 shares; 2025Q2: 7,820 shares; 2025Q3: 8,389 shares 8,389 $825K 0.01% +569 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 21,623 shares; 2025Q3: 22,520 shares 22,520 $823K 0.01% +897 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 3,175 shares; 2025Q1: 3,343 shares; 2025Q2: 2,821 shares; 2025Q3: 6,827 shares 6,827 $823K 0.01% +4,006 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,844 shares; 2024Q4: 57,859 shares; 2025Q1: 57,859 shares; 2025Q2: 76,516 shares; 2025Q3: 83,925 shares 83,925 $822K 0.01% +7,409 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,391 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,763 shares; 2025Q3: 4,869 shares 4,869 $820K 0.01% +106 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 14,169 shares; 2025Q1: 14,169 shares; 2025Q2: 38,914 shares; 2025Q3: 27,030 shares 27,030 $819K 0.01% -11,884 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,703 shares; 2024Q4: 34,478 shares; 2025Q1: 34,478 shares; 2025Q2: 36,350 shares; 2025Q3: 37,777 shares 37,777 $817K 0.01% +1,427 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 3,544 shares; 2025Q3: 6,804 shares 6,804 $817K 0.01% +3,260 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,611 shares; 2024Q4: 32,186 shares; 2025Q1: 32,186 shares; 2025Q2: 34,101 shares; 2025Q3: 35,529 shares 35,529 $809K 0.01% +1,428 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,547 shares; 2024Q4: 24,247 shares; 2025Q1: 24,372 shares; 2025Q2: 25,360 shares; 2025Q3: 20,591 shares 20,591 $807K 0.01% -4,769 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 11,007 shares; 2025Q1: 11,007 shares; 2025Q2: 14,562 shares; 2025Q3: 13,955 shares 13,955 $807K 0.01% -607 Timeline GOAU 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: 35,507 shares; 2024Q4: 35,074 shares; 2025Q1: 35,074 shares; 2025Q2: 28,236 shares; 2025Q3: 20,015 shares 20,015 $805K 0.01% -8,221 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,670 shares; 2024Q4: 12,957 shares; 2025Q1: 12,957 shares; 2025Q2: 13,450 shares; 2025Q3: 13,504 shares 13,504 $805K 0.01% +54 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,926 shares; 2025Q3: 2,665 shares 2,665 $793K 0.01% +739 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,712 shares; 2025Q1: 6,712 shares; 2025Q2: 5,374 shares; 2025Q3: 6,629 shares 6,629 $792K 0.01% +1,255 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 3,786 shares; 2025Q1: 3,843 shares; 2025Q2: 5,637 shares; 2025Q3: 5,902 shares 5,902 $792K 0.01% +265 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,479 shares; 2025Q1: 8,867 shares; 2025Q2: 9,315 shares; 2025Q3: 9,038 shares 9,038 $787K 0.01% -277 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 29,036 shares; 2025Q3: 15,416 shares 15,416 $780K 0.01% -13,620 Timeline DFAC 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: 19,132 shares; 2024Q4: 19,779 shares; 2025Q1: 19,779 shares; 2025Q2: 18,048 shares; 2025Q3: 20,176 shares 20,176 $778K 0.01% +2,128 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,423 shares; 2025Q1: 12,423 shares; 2025Q2: 17,513 shares; 2025Q3: 18,604 shares 18,604 $778K 0.01% +1,091 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 8,406 shares; 2025Q1: 8,406 shares; 2025Q2: 9,309 shares; 2025Q3: 10,782 shares 10,782 $777K 0.01% +1,473 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,929 shares; 2025Q3: 15,787 shares 15,787 $777K 0.01% -2,142 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,217 shares; 2024Q4: 15,047 shares; 2025Q1: 15,047 shares; 2025Q2: 16,833 shares; 2025Q3: 15,348 shares 15,348 $767K 0.01% -1,485 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 3,404 shares; 2025Q3: 4,550 shares 4,550 $767K 0.01% +1,146 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 5,819 shares; 2025Q1: 5,819 shares; 2025Q2: 5,238 shares; 2025Q3: 6,078 shares 6,078 $766K 0.01% +840 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,170 shares; 2025Q1: 6,388 shares; 2025Q2: 6,510 shares; 2025Q3: 9,295 shares 9,295 $762K 0.01% +2,785 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: 6,766 shares; 2024Q4: 7,809 shares; 2025Q1: 7,913 shares; 2025Q2: 12,687 shares; 2025Q3: 13,632 shares 13,632 $760K 0.01% +945 Timeline IDMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,059 shares; 2025Q3: 14,038 shares 14,038 $758K 0.01% +3,979 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 11,024 shares; 2025Q3: 17,171 shares 17,171 $756K 0.01% +6,147 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: 909 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 854 shares; 2025Q3: 8,725 shares 8,725 $754K 0.01% +7,871 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,815 shares; 2024Q4: 18,690 shares; 2025Q1: 18,690 shares; 2025Q2: 13,455 shares; 2025Q3: 15,073 shares 15,073 $750K 0.01% +1,618 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,473 shares; 2024Q4: 38,980 shares; 2025Q1: 38,980 shares; 2025Q2: 7,579 shares; 2025Q3: 8,465 shares 8,465 $750K 0.01% +886 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 803 shares; 2025Q3: 4,958 shares 4,958 $749K 0.01% +4,155 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: 41,582 shares; 2024Q4: 40,954 shares; 2025Q1: 40,954 shares; 2025Q2: 41,015 shares; 2025Q3: 35,436 shares 35,436 $747K 0.01% -5,579 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 11,550 shares; 2025Q1: 12,718 shares; 2025Q2: 12,467 shares; 2025Q3: 14,045 shares 14,045 $745K 0.01% +1,578 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 4,171 shares; 2025Q3: 6,079 shares 6,079 $737K 0.01% +1,908 Timeline MCHI 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: 146,243 shares; 2024Q4: 145,148 shares; 2025Q1: 145,148 shares; 2025Q2: 10,782 shares; 2025Q3: 11,132 shares 11,132 $733K 0.01% +350 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 6,701 shares; 2025Q1: 6,736 shares; 2025Q2: 6,733 shares; 2025Q3: 6,626 shares 6,626 $733K 0.01% -107 Timeline XMPT 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: 9,524 shares; 2024Q4: 24,504 shares; 2025Q1: 24,504 shares; 2025Q2: 26,729 shares; 2025Q3: 33,305 shares 33,305 $729K 0.01% +6,576 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 16,087 shares; 2025Q1: 16,087 shares; 2025Q2: 6,515 shares; 2025Q3: 6,549 shares 6,549 $725K 0.01% +34 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 6,864 shares; 2025Q3: 9,453 shares 9,453 $723K 0.01% +2,589 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 7,364 shares; 2025Q1: 7,364 shares; 2025Q2: 10,119 shares; 2025Q3: 10,111 shares 10,111 $722K 0.01% -8 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 708 shares; 2025Q3: 783 shares 783 $721K 0.01% +75 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 8,978 shares; 2025Q1: 8,978 shares; 2025Q2: 14,812 shares; 2025Q3: 17,401 shares 17,401 $717K 0.01% +2,589 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,807 shares; 2025Q1: 5,807 shares; 2025Q2: 6,468 shares; 2025Q3: 7,737 shares 7,737 $715K 0.01% +1,269 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 12,106 shares; 2025Q1: 12,175 shares; 2025Q2: 7,413 shares; 2025Q3: 7,120 shares 7,120 $713K 0.01% -293 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 11,944 shares; 2025Q1: 11,944 shares; 2025Q2: 6,268 shares; 2025Q3: 7,039 shares 7,039 $709K 0.01% +771 Timeline SCHV 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: 3,470 shares; 2024Q4: 9,677 shares; 2025Q1: 9,677 shares; 2025Q2: 9,821 shares; 2025Q3: 24,312 shares 24,312 $708K 0.01% +14,491 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 9,569 shares; 2025Q1: 9,569 shares; 2025Q2: 13,912 shares; 2025Q3: 14,082 shares 14,082 $707K 0.01% +170 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: 6,289 shares; 2024Q4: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 3,359 shares; 2025Q3: 3,521 shares 3,521 $706K 0.01% +162 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,942 shares; 2024Q4: 23,851 shares; 2025Q1: 23,851 shares; 2025Q2: 15,085 shares; 2025Q3: 22,271 shares 22,271 $702K 0.01% +7,186 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,694 shares; 2025Q3: 3,282 shares 3,282 $702K 0.01% +588 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: 3,257 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,601 shares; 2025Q3: 3,657 shares 3,657 $701K 0.01% +56 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 3,536 shares; 2025Q3: 3,918 shares 3,918 $700K 0.01% +382 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,453 shares; 2024Q4: 35,608 shares; 2025Q1: 35,608 shares; 2025Q2: 22,596 shares; 2025Q3: 24,252 shares 24,252 $698K 0.01% +1,656 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,584 shares; 2025Q1: 2,603 shares; 2025Q2: 2,832 shares; 2025Q3: 2,399 shares 2,399 $693K 0.01% -433 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: 1,007 shares; 2024Q4: 915 shares; 2025Q1: 1,020 shares; 2025Q2: 1,244 shares; 2025Q3: 1,426 shares 1,426 $692K 0.01% +182 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 72 shares; 2025Q3: 86 shares 86 $691K 0.01% +14 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: 6,072 shares; 2025Q1: 6,157 shares; 2025Q2: 5,492 shares; 2025Q3: 4,945 shares 4,945 $688K 0.01% -547 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 7,206 shares; 2025Q3: 7,744 shares 7,744 $687K 0.01% +538 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 4,772 shares; 2025Q3: 5,149 shares 5,149 $687K 0.01% +377 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,343 shares; 2025Q1: 6,343 shares; 2025Q2: 6,108 shares; 2025Q3: 6,259 shares 6,259 $687K 0.01% +151 Timeline SEIM 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: 9,289 shares; 2024Q4: 10,394 shares; 2025Q1: 10,394 shares; 2025Q2: 12,076 shares; 2025Q3: 15,107 shares 15,107 $686K 0.01% +3,031 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: 12,865 shares; 2024Q4: 6,364 shares; 2025Q1: 6,440 shares; 2025Q2: 7,052 shares; 2025Q3: 7,234 shares 7,234 $683K 0.01% +182 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 931 shares; 2025Q3: 826 shares 826 $682K 0.01% -105 Timeline SEIV 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: 9,827 shares; 2024Q4: 11,359 shares; 2025Q1: 11,359 shares; 2025Q2: 13,674 shares; 2025Q3: 17,514 shares 17,514 $681K 0.01% +3,840 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 12,419 shares; 2025Q1: 12,419 shares; 2025Q2: 11,860 shares; 2025Q3: 13,820 shares 13,820 $677K 0.01% +1,960 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 2,257 shares; 2025Q3: 2,618 shares 2,618 $676K 0.01% +361 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 2,688 shares; 2025Q3: 3,150 shares 3,150 $676K 0.01% +462 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,657 shares; 2025Q3: 2,095 shares 2,095 $675K 0.01% +438 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,992 shares; 2024Q4: 23,473 shares; 2025Q1: 24,065 shares; 2025Q2: 27,241 shares; 2025Q3: 34,187 shares 34,187 $674K 0.01% +6,946 Timeline MTBA 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: 3,519 shares; 2024Q4: 4,103 shares; 2025Q1: 4,103 shares; 2025Q2: 12,071 shares; 2025Q3: 13,371 shares 13,371 $673K 0.01% +1,300 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,054 shares; 2025Q3: 4,263 shares 4,263 $667K 0.01% +209 Timeline IWD 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: 2,671 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 3,480 shares; 2025Q3: 3,238 shares 3,238 $659K 0.01% -242 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 4,388 shares; 2025Q3: 4,524 shares 4,524 $659K 0.01% +136 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 12,256 shares; 2025Q1: 12,256 shares; 2025Q2: 14,356 shares; 2025Q3: 13,934 shares 13,934 $658K 0.01% -422 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 6,431 shares; 2025Q1: 6,965 shares; 2025Q2: 8,139 shares; 2025Q3: 8,415 shares 8,415 $657K 0.01% +276 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,116 shares; 2024Q4: 10,860 shares; 2025Q1: 10,901 shares; 2025Q2: 10,160 shares; 2025Q3: 10,044 shares 10,044 $654K 0.01% -116 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,728 shares; 2024Q4: 40,475 shares; 2025Q1: 41,322 shares; 2025Q2: 15,991 shares; 2025Q3: 14,941 shares 14,941 $654K 0.01% -1,050 Timeline CGMS 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: 15,064 shares; 2024Q4: 14,834 shares; 2025Q1: 14,834 shares; 2025Q2: 23,623 shares; 2025Q3: 23,563 shares 23,563 $654K 0.01% -60 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,504 shares; 2024Q4: 15,234 shares; 2025Q1: 15,287 shares; 2025Q2: 20,404 shares; 2025Q3: 20,376 shares 20,376 $650K 0.01% -28 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 7,087 shares; 2025Q3: 4,265 shares 4,265 $648K 0.01% -2,822 Timeline BSTP 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: 23,193 shares; 2024Q4: 20,577 shares; 2025Q1: 20,577 shares; 2025Q2: 17,917 shares; 2025Q3: 17,766 shares 17,766 $646K 0.01% -151 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,702 shares; 2025Q3: 3,296 shares 3,296 $646K 0.01% +594 Timeline AVLV 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: 2,365 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 1,979 shares; 2025Q3: 8,910 shares 8,910 $644K 0.01% +6,931 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: 4,563 shares; 2024Q4: 15,816 shares; 2025Q1: 15,816 shares; 2025Q2: 22,041 shares; 2025Q3: 23,151 shares 23,151 $641K 0.01% +1,110 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,145 shares; 2024Q4: 12,069 shares; 2025Q1: 12,069 shares; 2025Q2: 13,635 shares; 2025Q3: 13,449 shares 13,449 $639K 0.01% -186 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,555 shares; 2024Q4: 18,525 shares; 2025Q1: 18,525 shares; 2025Q2: 22,442 shares; 2025Q3: 22,999 shares 22,999 $638K 0.01% +557 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 6,480 shares; 2025Q1: 6,501 shares; 2025Q2: 6,594 shares; 2025Q3: 6,351 shares 6,351 $638K 0.01% -243 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,941 shares; 2025Q1: 6,729 shares; 2025Q2: 8,300 shares; 2025Q3: 8,528 shares 8,528 $638K 0.01% +228 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,545 shares; 2025Q1: 5,545 shares; 2025Q2: 9,253 shares; 2025Q3: 13,323 shares 13,323 $637K 0.01% +4,070 Timeline SIL 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: 9,703 shares; 2024Q4: 9,362 shares; 2025Q1: 9,362 shares; 2025Q2: 9,714 shares; 2025Q3: 8,888 shares 8,888 $637K 0.01% -826 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: 776 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 7,547 shares; 2025Q3: 8,374 shares 8,374 $637K 0.01% +827 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 809 shares; 2025Q1: 864 shares; 2025Q2: 1,014 shares; 2025Q3: 1,158 shares 1,158 $633K 0.01% +144 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 4,253 shares; 2025Q1: 4,323 shares; 2025Q2: 5,142 shares; 2025Q3: 5,275 shares 5,275 $633K 0.01% +133 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: 223 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 711 shares; 2025Q3: 4,053 shares 4,053 $632K 0.01% +3,342 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,649 shares; 2025Q2: 1,560 shares; 2025Q3: 7,028 shares 7,028 $628K 0.01% +5,468 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,664 shares; 2025Q1: 4,664 shares; 2025Q2: 5,350 shares; 2025Q3: 5,577 shares 5,577 $627K 0.01% +227 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: 5,638 shares; 2024Q4: 6,498 shares; 2025Q1: 6,498 shares; 2025Q2: 5,359 shares; 2025Q3: 10,760 shares 10,760 $624K 0.01% +5,401 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,901 shares 36,901 $624K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 5,476 shares; 2025Q1: 5,476 shares; 2025Q2: 8,348 shares; 2025Q3: 7,538 shares 7,538 $623K 0.01% -810 Timeline FCOM 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: 716 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 9,184 shares; 2025Q3: 8,772 shares 8,772 $623K 0.01% -412 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,949 shares; 2025Q1: 12,949 shares; 2025Q2: 14,168 shares; 2025Q3: 15,120 shares 15,120 $622K 0.01% +952 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: 1,152 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 1,151 shares; 2025Q3: 1,183 shares 1,183 $619K 0.01% +32 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 20,478 shares 20,478 $617K 0.01% +20,404 Timeline STIP 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: 2,611 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 4,672 shares; 2025Q3: 5,959 shares 5,959 $616K 0.01% +1,287 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 414 shares; 2025Q3: 411 shares 411 $615K 0.01% -3 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: 8,986 shares; 2025Q1: 8,986 shares; 2025Q2: 9,510 shares; 2025Q3: 10,436 shares 10,436 $613K 0.01% +926 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 6,954 shares; 2025Q1: 6,954 shares; 2025Q2: 8,383 shares; 2025Q3: 7,973 shares 7,973 $611K 0.01% -410 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,390 shares; 2025Q3: 11,642 shares 11,642 $610K 0.01% +252 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: 12,200 shares; 2024Q4: 13,078 shares; 2025Q1: 13,078 shares; 2025Q2: 13,414 shares; 2025Q3: 12,535 shares 12,535 $607K 0.01% -879 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,868 shares; 2025Q1: 4,868 shares; 2025Q2: 7,956 shares; 2025Q3: 8,535 shares 8,535 $606K 0.01% +579 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,890 shares; 2024Q4: 10,215 shares; 2025Q1: 10,630 shares; 2025Q2: 10,485 shares; 2025Q3: 6,983 shares 6,983 $606K 0.01% -3,502 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 3,034 shares; 2025Q1: 3,034 shares; 2025Q2: 4,048 shares; 2025Q3: 4,268 shares 4,268 $602K 0.01% +220 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,319 shares; 2024Q4: 26,933 shares; 2025Q1: 26,933 shares; 2025Q2: 20,626 shares; 2025Q3: 16,925 shares 16,925 $601K 0.01% -3,701 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,277 shares; 2024Q4: 10,212 shares; 2025Q1: 10,212 shares; 2025Q2: 10,346 shares; 2025Q3: 10,167 shares 10,167 $596K 0.01% -179 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: 7,170 shares; 2024Q4: 2,854 shares; 2025Q1: 2,912 shares; 2025Q2: 4,199 shares; 2025Q3: 4,517 shares 4,517 $595K 0.01% +318 Timeline FENY 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: 20,763 shares; 2024Q4: 25,388 shares; 2025Q1: 25,405 shares; 2025Q2: 23,483 shares; 2025Q3: 24,035 shares 24,035 $594K 0.01% +552 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 10,419 shares; 2025Q3: 12,024 shares 12,024 $594K 0.01% +1,605 Timeline SCHA 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: 8,404 shares; 2024Q4: 19,299 shares; 2025Q1: 19,319 shares; 2025Q2: 20,451 shares; 2025Q3: 21,251 shares 21,251 $593K 0.01% +800 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,444 shares; 2024Q4: 24,252 shares; 2025Q1: 24,252 shares; 2025Q2: 25,681 shares; 2025Q3: 25,000 shares 25,000 $591K 0.01% -681 Timeline PAVE 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: 22,673 shares; 2024Q4: 23,521 shares; 2025Q1: 23,646 shares; 2025Q2: 5,383 shares; 2025Q3: 12,357 shares 12,357 $589K 0.01% +6,974 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 4,422 shares; 2025Q1: 4,522 shares; 2025Q2: 5,511 shares; 2025Q3: 8,430 shares 8,430 $588K 0.01% +2,919 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,905 shares; 2024Q4: 12,919 shares; 2025Q1: 12,919 shares; 2025Q2: 12,065 shares; 2025Q3: 13,839 shares 13,839 $588K 0.01% +1,774 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: 1,961 shares; 2024Q4: 1,639 shares; 2025Q1: 1,682 shares; 2025Q2: 4,803 shares; 2025Q3: 5,051 shares 5,051 $586K 0.01% +248 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,730 shares; 2025Q1: 1,743 shares; 2025Q2: 2,391 shares; 2025Q3: 2,546 shares 2,546 $584K 0.01% +155 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 8,168 shares; 2025Q1: 8,168 shares; 2025Q2: 6,942 shares; 2025Q3: 7,082 shares 7,082 $583K 0.01% +140 Timeline EQIN 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: 759 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 11,998 shares; 2025Q3: 12,490 shares 12,490 $583K 0.01% +492 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 5,788 shares; 2025Q3: 10,912 shares 10,912 $580K 0.01% +5,124 Timeline ILF 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: 3,405 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 161,623 shares; 2025Q3: 20,066 shares 20,066 $580K 0.01% -141,557 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,005 shares; 2024Q4: 13,997 shares; 2025Q1: 13,997 shares; 2025Q2: 18,371 shares; 2025Q3: 19,555 shares 19,555 $579K 0.01% +1,184 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: 766 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 5,024 shares; 2025Q3: 5,714 shares 5,714 $578K 0.01% +690 Timeline IMAR 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: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 536 shares; 2025Q3: 19,930 shares 19,930 $578K 0.01% +19,394 Timeline BBLU 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: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 24,101 shares; 2025Q3: 38,375 shares 38,375 $577K 0.01% +14,274 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares; 2025Q2: 5,682 shares; 2025Q3: 5,385 shares 5,385 $575K 0.01% -297 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,292 shares; 2025Q1: 4,292 shares; 2025Q2: 4,361 shares; 2025Q3: 4,332 shares 4,332 $574K 0.01% -29 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 22,563 shares; 2025Q1: 22,611 shares; 2025Q2: 21,686 shares; 2025Q3: 19,355 shares 19,355 $574K 0.01% -2,331 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,368 shares; 2024Q4: 8,368 shares; 2025Q1: 8,368 shares; 2025Q2: 10,931 shares; 2025Q3: 11,216 shares 11,216 $572K 0.01% +285 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,392 shares; 2025Q1: 3,392 shares; 2025Q2: 4,561 shares; 2025Q3: 4,356 shares 4,356 $571K 0.01% -205 Timeline CEMB 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: 9,049 shares; 2024Q4: 9,693 shares; 2025Q1: 11,333 shares; 2025Q2: 12,327 shares; 2025Q3: 12,343 shares 12,343 $570K 0.01% +16 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 9,052 shares; 2025Q3: 8,441 shares 8,441 $569K 0.01% -611 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,273 shares; 2024Q4: 35,495 shares; 2025Q1: 35,495 shares; 2025Q2: 10,318 shares; 2025Q3: 12,147 shares 12,147 $569K 0.01% +1,829 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,950 shares; 2024Q4: 53,358 shares; 2025Q1: 53,583 shares; 2025Q2: 55,367 shares; 2025Q3: 47,479 shares 47,479 $568K 0.01% -7,888 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 12,542 shares; 2025Q1: 12,542 shares; 2025Q2: 6,153 shares; 2025Q3: 5,554 shares 5,554 $566K 0.01% -599 Timeline RPG 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: 6,777 shares; 2024Q4: 7,828 shares; 2025Q1: 11,339 shares; 2025Q2: 12,371 shares; 2025Q3: 11,861 shares 11,861 $566K 0.01% -510 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: 3,101 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 4,215 shares; 2025Q3: 8,808 shares 8,808 $566K 0.01% +4,593 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,318 shares; 2025Q1: 4,410 shares; 2025Q2: 4,041 shares; 2025Q3: 4,268 shares 4,268 $564K 0.01% +227 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 6,158 shares; 2025Q3: 15,590 shares 15,590 $561K 0.01% +9,432 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 44,378 shares; 2025Q1: 44,491 shares; 2025Q2: 52,017 shares; 2025Q3: 34,202 shares 34,202 $555K 0.01% -17,815 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,226 shares; 2025Q3: 2,899 shares 2,899 $552K 0.01% +673 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,618 shares; 2024Q4: 24,558 shares; 2025Q1: 24,558 shares; 2025Q2: 23,889 shares; 2025Q3: 21,524 shares 21,524 $542K 0.01% -2,365 BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 3,124 shares; 2025Q3: 4,263 shares 4,263 $541K 0.01% +1,139 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares 4,295 $541K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 958 shares; 2025Q3: 962 shares 962 $541K 0.01% +4 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,269 shares; 2025Q1: 4,269 shares; 2025Q2: 4,229 shares; 2025Q3: 4,203 shares 4,203 $540K 0.01% -26 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 4,223 shares; 2025Q3: 4,047 shares 4,047 $539K 0.01% -176 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,645 shares; 2024Q4: 9,865 shares; 2025Q1: 10,169 shares; 2025Q2: 7,360 shares; 2025Q3: 5,207 shares 5,207 $537K 0.01% -2,153 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,713 shares; 2024Q4: 36,399 shares; 2025Q1: 36,399 shares; 2025Q2: 31,816 shares; 2025Q3: 31,066 shares 31,066 $537K 0.01% -750 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 6,545 shares; 2025Q1: 6,590 shares; 2025Q2: 8,288 shares; 2025Q3: 10,939 shares 10,939 $536K 0.01% +2,651 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 28,203 shares; 2025Q1: 28,203 shares; 2025Q2: 24,835 shares; 2025Q3: 31,260 shares 31,260 $536K 0.01% +6,425 Timeline BNOV 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: 11,903 shares; 2024Q4: 13,468 shares; 2025Q1: 13,468 shares; 2025Q2: 12,327 shares; 2025Q3: 12,313 shares 12,313 $536K 0.01% -14 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: not reported; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 11,689 shares; 2025Q3: 12,029 shares 12,029 $533K 0.01% +340 Timeline HSCZ 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: 200 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 13,438 shares; 2025Q3: 14,132 shares 14,132 $532K 0.01% +694 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,453 shares; 2024Q4: 7,628 shares; 2025Q1: 7,628 shares; 2025Q2: 7,807 shares; 2025Q3: 7,898 shares 7,898 $532K 0.01% +91 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,179 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 12,007 shares; 2025Q3: 10,838 shares 10,838 $531K 0.01% -1,169 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,753 shares; 2024Q4: 7,030 shares; 2025Q1: 7,030 shares; 2025Q2: 7,086 shares; 2025Q3: 10,789 shares 10,789 $524K 0.01% +3,703 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,130 shares; 2025Q3: 22,130 shares 22,130 $524K 0.01% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 8,668 shares; 2025Q3: 10,875 shares 10,875 $523K 0.01% +2,207 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 7,450 shares 7,450 $522K 0.01% +5,763 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 6,543 shares; 2025Q3: 7,790 shares 7,790 $522K 0.01% +1,247 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 2,384 shares; 2025Q1: 2,400 shares; 2025Q2: 3,487 shares; 2025Q3: 3,117 shares 3,117 $520K 0.01% -370 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 121 shares; 2025Q3: 6,895 shares 6,895 $518K 0.01% +6,774 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 2,230 shares; 2025Q3: 2,374 shares 2,374 $517K 0.01% +144 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,320 shares; 2024Q4: 17,191 shares; 2025Q1: 17,367 shares; 2025Q2: 18,179 shares; 2025Q3: 13,920 shares 13,920 $517K 0.01% -4,259 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 5,911 shares; 2025Q1: 5,911 shares; 2025Q2: 12,735 shares; 2025Q3: 10,897 shares 10,897 $516K 0.01% -1,838 Timeline HSMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,825 shares; 2024Q4: 12,127 shares; 2025Q1: 12,127 shares; 2025Q2: 13,379 shares; 2025Q3: 14,069 shares 14,069 $512K 0.01% +690 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,294 shares; 2025Q3: 5,705 shares 5,705 $511K 0.01% +411 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,136 shares; 2025Q3: 1,093 shares 1,093 $507K 0.01% -43 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 854 shares; 2025Q3: 841 shares 841 $501K 0.01% -13 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: 9,264 shares; 2024Q4: 9,626 shares; 2025Q1: 9,626 shares; 2025Q2: 17,635 shares; 2025Q3: 16,961 shares 16,961 $500K 0.01% -674 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,857 shares; 2025Q1: 13,857 shares; 2025Q2: 13,857 shares; 2025Q3: 12,992 shares 12,992 $498K 0.01% -865 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 16,268 shares; 2025Q3: 13,476 shares 13,476 $495K 0.01% -2,792 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 6,344 shares; 2025Q3: 5,242 shares 5,242 $494K 0.01% -1,102 Timeline ACWX 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: 1,502 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 7,598 shares; 2025Q3: 7,599 shares 7,599 $494K 0.01% +1 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,586 shares; 2024Q4: 2,961 shares; 2025Q1: 2,961 shares; 2025Q2: 3,752 shares; 2025Q3: 4,586 shares 4,586 $493K 0.01% +834 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,245 shares; 2024Q4: 18,760 shares; 2025Q1: 18,760 shares; 2025Q2: 17,611 shares; 2025Q3: 19,494 shares 19,494 $491K 0.01% +1,883 Timeline SHM 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: 9,331 shares; 2024Q4: 14,481 shares; 2025Q1: 14,498 shares; 2025Q2: 11,175 shares; 2025Q3: 10,155 shares 10,155 $490K 0.01% -1,020 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 7,238 shares; 2025Q3: 7,260 shares 7,260 $489K 0.01% +22 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,026 shares; 2025Q3: 2,488 shares 2,488 $487K 0.01% +462 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,339 shares; 2024Q4: 12,372 shares; 2025Q1: 12,372 shares; 2025Q2: 10,163 shares; 2025Q3: 10,599 shares 10,599 $486K 0.01% +436 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,998 shares; 2024Q4: 21,998 shares; 2025Q1: 21,998 shares; 2025Q2: 21,998 shares; 2025Q3: 21,997 shares 21,997 $485K 0.01% -1 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 16,206 shares; 2025Q1: 16,206 shares; 2025Q2: 16,172 shares; 2025Q3: 15,567 shares 15,567 $485K 0.01% -605 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 26,927 shares; 2025Q1: 26,927 shares; 2025Q2: 36,999 shares; 2025Q3: 40,350 shares 40,350 $484K 0.01% +3,351 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 7,357 shares; 2025Q3: 18,748 shares 18,748 $482K 0.01% +11,391 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,700 shares; 2024Q4: 71,141 shares; 2025Q1: 71,141 shares; 2025Q2: 64,370 shares; 2025Q3: 58,714 shares 58,714 $481K 0.01% -5,656 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,467 shares; 2024Q4: 18,613 shares; 2025Q1: 18,613 shares; 2025Q2: 14,906 shares; 2025Q3: 17,677 shares 17,677 $481K 0.01% +2,771 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 4,586 shares; 2025Q3: 4,608 shares 4,608 $481K 0.01% +22 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 4,109 shares; 2025Q1: 4,109 shares; 2025Q2: 5,422 shares; 2025Q3: 5,268 shares 5,268 $479K 0.01% -154 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 8,291 shares; 2025Q1: 8,291 shares; 2025Q2: 8,163 shares; 2025Q3: 8,417 shares 8,417 $479K 0.01% +254 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 9,779 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 9,829 shares 9,829 $475K 0.01% +50 Timeline BRLN 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: 8,710 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares 9,110 $475K 0.01% 0 Timeline BUFQ 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: 1,040 shares; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 10,007 shares; 2025Q3: 13,572 shares 13,572 $473K 0.01% +3,565 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 7,085 shares; 2025Q3: 7,948 shares 7,948 $472K 0.01% +863 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: 6,518 shares; 2024Q4: 8,923 shares; 2025Q1: 8,923 shares; 2025Q2: 10,256 shares; 2025Q3: 8,653 shares 8,653 $470K 0.01% -1,603 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: 3,569 shares; 2024Q4: 15,577 shares; 2025Q1: 15,577 shares; 2025Q2: 12,399 shares; 2025Q3: 9,627 shares 9,627 $469K 0.01% -2,772 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,335 shares; 2024Q4: 13,610 shares; 2025Q1: 13,974 shares; 2025Q2: 20,426 shares; 2025Q3: 20,377 shares 20,377 $469K 0.01% -49 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 4,145 shares; 2025Q1: 4,174 shares; 2025Q2: 4,795 shares; 2025Q3: 4,740 shares 4,740 $467K 0.01% -55 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,971 shares; 2025Q3: 7,139 shares 7,139 $462K 0.01% +3,168 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 19,197 shares; 2025Q1: 19,197 shares; 2025Q2: 20,083 shares; 2025Q3: 20,052 shares 20,052 $460K 0.01% -31 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,877 shares; 2025Q3: 2,820 shares 2,820 $457K 0.01% -57 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: 9,359 shares; 2024Q4: 9,664 shares; 2025Q1: 9,664 shares; 2025Q2: 3,763 shares; 2025Q3: 3,772 shares 3,772 $456K 0.01% +9 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 3,146 shares; 2025Q1: 3,192 shares; 2025Q2: 4,378 shares; 2025Q3: 4,512 shares 4,512 $454K 0.01% +134 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,744 shares; 2025Q3: 1,742 shares 1,742 $454K 0.01% -2 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 6,530 shares; 2025Q1: 6,819 shares; 2025Q2: 6,395 shares; 2025Q3: 6,344 shares 6,344 $453K 0.01% -51 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 2,930 shares; 2025Q3: 3,100 shares 3,100 $451K 0.01% +170 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 115 shares; 2025Q3: 105 shares 105 $450K 0.01% -10 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares; 2025Q2: 2,931 shares; 2025Q3: 3,236 shares 3,236 $448K 0.01% +305 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: 1,042 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,181 shares; 2025Q3: 1,035 shares 1,035 $447K 0.01% -146 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,322 shares; 2025Q1: 5,431 shares; 2025Q2: 5,954 shares; 2025Q3: 6,678 shares 6,678 $447K 0.01% +724 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 1,539 shares; 2025Q3: 2,209 shares 2,209 $446K 0.01% +670 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,150 shares; 2025Q3: 14,619 shares 14,619 $445K 0.01% +9,469 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: 7,576 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 3,039 shares; 2025Q3: 3,154 shares 3,154 $443K 0.01% +115 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 12,113 shares; 2025Q3: 12,840 shares 12,840 $442K 0.01% +727 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 505 shares; 2025Q3: 564 shares 564 $442K 0.01% +59 Timeline FDT 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: 4,440 shares; 2024Q4: 5,212 shares; 2025Q1: 5,212 shares; 2025Q2: 5,734 shares; 2025Q3: 5,809 shares 5,809 $438K 0.01% +75 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 3,417 shares; 2025Q3: 3,179 shares 3,179 $438K 0.01% -238 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,598 shares; 2025Q3: 1,459 shares 1,459 $437K 0.01% -139 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 212 shares; 2025Q3: 244 shares 244 $437K 0.01% +32 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,520 shares; 2025Q3: 2,467 shares 2,467 $436K 0.01% -53 Timeline TCHP 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: 25,380 shares; 2024Q4: 26,820 shares; 2025Q1: 26,820 shares; 2025Q2: 9,598 shares; 2025Q3: 8,922 shares 8,922 $436K 0.01% -676 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 9,142 shares; 2025Q1: 9,142 shares; 2025Q2: 11,063 shares; 2025Q3: 13,699 shares 13,699 $435K 0.01% +2,636 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: 76,119 shares; 2024Q4: 13,717 shares; 2025Q1: 14,425 shares; 2025Q2: 13,998 shares; 2025Q3: 14,799 shares 14,799 $435K 0.01% +801 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 1,016 shares; 2025Q3: 3,996 shares 3,996 $435K 0.01% +2,980 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 4,193 shares; 2025Q3: 4,325 shares 4,325 $434K 0.01% +132 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 10,824 shares; 2025Q3: 17,261 shares 17,261 $433K 0.01% +6,437 Timeline LDSF 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: 30,747 shares; 2024Q4: 31,205 shares; 2025Q1: 31,205 shares; 2025Q2: 26,538 shares; 2025Q3: 22,558 shares 22,558 $431K 0.01% -3,980 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 5,159 shares; 2025Q3: 5,164 shares 5,164 $431K 0.01% +5 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: 6,780 shares; 2024Q4: 6,663 shares; 2025Q1: 6,816 shares; 2025Q2: 11,958 shares; 2025Q3: 12,396 shares 12,396 $430K 0.01% +438 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,290 shares; 2024Q4: 7,905 shares; 2025Q1: 7,905 shares; 2025Q2: 11,341 shares; 2025Q3: 17,852 shares 17,852 $429K 0.01% +6,511 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,398 shares; 2024Q4: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 6,708 shares; 2025Q3: 6,652 shares 6,652 $427K 0.01% -56 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: 6,888 shares; 2024Q4: 8,047 shares; 2025Q1: 8,047 shares; 2025Q2: 11,084 shares; 2025Q3: 4,327 shares 4,327 $427K 0.01% -6,757 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 18,914 shares; 2025Q3: 18,980 shares 18,980 $425K 0.01% +66 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 9,143 shares; 2025Q1: 9,149 shares; 2025Q2: 6,054 shares; 2025Q3: 6,614 shares 6,614 $424K 0.01% +560 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 13,582 shares; 2025Q1: 14,013 shares; 2025Q2: 18,925 shares; 2025Q3: 20,559 shares 20,559 $423K 0.01% +1,634 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: 730 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 988 shares; 2025Q3: 1,643 shares 1,643 $421K 0.01% +655 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 6,035 shares; 2025Q1: 6,205 shares; 2025Q2: 6,259 shares; 2025Q3: 6,622 shares 6,622 $419K 0.01% +363 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 7,375 shares; 2025Q1: 7,375 shares; 2025Q2: 7,952 shares; 2025Q3: 8,900 shares 8,900 $418K 0.01% +948 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 13,706 shares; 2025Q1: 14,043 shares; 2025Q2: 19,196 shares; 2025Q3: 22,114 shares 22,114 $416K 0.01% +2,918 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,187 shares; 2024Q4: 8,587 shares; 2025Q1: 8,587 shares; 2025Q2: 14,042 shares; 2025Q3: 15,723 shares 15,723 $415K 0.01% +1,681 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 5,386 shares; 2025Q1: 5,386 shares; 2025Q2: 6,265 shares; 2025Q3: 7,344 shares 7,344 $415K 0.01% +1,079 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 5,422 shares; 2025Q1: 5,466 shares; 2025Q2: 6,141 shares; 2025Q3: 6,945 shares 6,945 $415K 0.01% +804 FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,086 shares; 2025Q1: 3,086 shares; 2025Q2: 2,156 shares; 2025Q3: 1,841 shares 1,841 $413K 0.01% -315 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 3,001 shares; 2025Q3: 3,254 shares 3,254 $413K 0.01% +253 Timeline IBDR 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: 15,898 shares; 2024Q4: 15,991 shares; 2025Q1: 15,991 shares; 2025Q2: 16,964 shares; 2025Q3: 17,003 shares 17,003 $413K 0.01% +39 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 11,162 shares; 2025Q1: 11,162 shares; 2025Q2: 16,168 shares; 2025Q3: 16,174 shares 16,174 $413K 0.01% +6 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 6,379 shares; 2025Q1: 6,629 shares; 2025Q2: 4,677 shares; 2025Q3: 4,777 shares 4,777 $412K 0.01% +100 Timeline FID 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: 19,669 shares; 2024Q4: 19,538 shares; 2025Q1: 19,538 shares; 2025Q2: 21,241 shares; 2025Q3: 20,914 shares 20,914 $412K 0.01% -327 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: 1,005 shares; 2024Q4: 6,987 shares; 2025Q1: 6,987 shares; 2025Q2: 12,399 shares; 2025Q3: 12,888 shares 12,888 $412K 0.01% +489 Timeline VGSH 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: 7,401 shares; 2024Q4: 7,889 shares; 2025Q1: 7,889 shares; 2025Q2: 6,834 shares; 2025Q3: 6,999 shares 6,999 $412K 0.01% +165 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,973 shares; 2024Q4: 16,420 shares; 2025Q1: 16,420 shares; 2025Q2: 13,749 shares; 2025Q3: 14,445 shares 14,445 $409K 0.01% +696 Timeline BOCT 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: 6,896 shares; 2024Q4: 8,463 shares; 2025Q1: 8,463 shares; 2025Q2: 8,441 shares; 2025Q3: 8,441 shares 8,441 $409K 0.01% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 2,719 shares; 2025Q3: 2,906 shares 2,906 $408K 0.01% +187 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,630 shares; 2025Q3: 5,823 shares 5,823 $408K 0.01% +193 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: 10,778 shares; 2024Q4: 11,642 shares; 2025Q1: 11,642 shares; 2025Q2: 15,888 shares; 2025Q3: 15,965 shares 15,965 $407K 0.01% +77 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 8,034 shares; 2025Q1: 8,034 shares; 2025Q2: 8,759 shares; 2025Q3: 9,143 shares 9,143 $406K 0.01% +384 Timeline BAPR 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: 8,343 shares; 2024Q4: 8,448 shares; 2025Q1: 8,448 shares; 2025Q2: 8,724 shares; 2025Q3: 8,624 shares 8,624 $405K 0.01% -100 Timeline FMDE 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: 65,667 shares; 2024Q4: 13,517 shares; 2025Q1: 13,517 shares; 2025Q2: 10,256 shares; 2025Q3: 11,168 shares 11,168 $404K 0.01% +912 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: 2,393 shares; 2024Q4: 18,896 shares; 2025Q1: 18,896 shares; 2025Q2: 13,145 shares; 2025Q3: 15,383 shares 15,383 $401K 0.01% +2,238 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 262 shares; 2025Q3: 8,648 shares 8,648 $399K 0.01% +8,386 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 7,235 shares; 2025Q1: 7,235 shares; 2025Q2: 1,306 shares; 2025Q3: 1,243 shares 1,243 $398K 0.01% -63 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: 3,934 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 5,772 shares; 2025Q3: 5,896 shares 5,896 $397K 0.01% +124 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 939 shares; 2025Q3: 819 shares 819 $396K 0.01% -120