DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,714 shares; 2024Q4: 370,394 shares; 2025Q1: 399,685 shares; 2025Q2: 461,468 shares 461,468 $6.1M 0.03% +61,783 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 22,417 shares; 2025Q1: 21,549 shares; 2025Q2: 21,685 shares 21,685 $6.07M 0.03% +136 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,811 shares; 2024Q4: 62,233 shares; 2025Q1: 70,344 shares; 2025Q2: 78,145 shares 78,145 $6.07M 0.03% +7,801 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,446 shares; 2024Q4: 23,363 shares; 2025Q1: 25,041 shares; 2025Q2: 27,102 shares 27,102 $6.06M 0.03% +2,061 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,244 shares; 2024Q4: 55,849 shares; 2025Q1: 60,718 shares; 2025Q2: 52,574 shares 52,574 $6.06M 0.03% -8,144 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,750 shares; 2024Q4: 44,716 shares; 2025Q1: 45,918 shares; 2025Q2: 44,857 shares 44,857 $6.03M 0.03% -1,061 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 42,976 shares; 2025Q1: 41,560 shares; 2025Q2: 41,440 shares 41,440 $6.03M 0.03% -120 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,229 shares; 2024Q4: 115,919 shares; 2025Q1: 115,242 shares; 2025Q2: 114,453 shares 114,453 $6.02M 0.03% -789 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,198 shares; 2024Q4: 61,026 shares; 2025Q1: 61,000 shares; 2025Q2: 61,577 shares 61,577 $5.99M 0.03% +577 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,374 shares 195,374 $5.99M 0.03% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,635 shares; 2024Q4: 88,390 shares; 2025Q1: 92,427 shares; 2025Q2: 120,434 shares 120,434 $5.98M 0.03% +28,007 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,781 shares; 2024Q4: 179,054 shares; 2025Q1: 194,607 shares; 2025Q2: 202,854 shares 202,854 $5.96M 0.03% +8,247 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,226 shares; 2024Q4: 103,358 shares; 2025Q1: 95,122 shares; 2025Q2: 93,487 shares 93,487 $5.96M 0.03% -1,635 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 18,745 shares; 2025Q1: 19,847 shares; 2025Q2: 20,542 shares 20,542 $5.95M 0.03% +695 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,276 shares; 2024Q4: 67,335 shares; 2025Q1: 65,810 shares; 2025Q2: 60,199 shares 60,199 $5.94M 0.03% -5,611 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 77,746 shares; 2025Q1: 74,138 shares; 2025Q2: 72,663 shares 72,663 $5.93M 0.03% -1,475 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,063 shares; 2024Q4: 77,840 shares; 2025Q1: 71,692 shares; 2025Q2: 85,898 shares 85,898 $5.93M 0.03% +14,206 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,650 shares; 2024Q4: 37,488 shares; 2025Q1: 34,113 shares; 2025Q2: 43,810 shares 43,810 $5.93M 0.03% +9,697 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,166 shares; 2024Q4: 337,371 shares; 2025Q1: 348,718 shares; 2025Q2: 288,693 shares 288,693 $5.92M 0.03% -60,025 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,918 shares; 2024Q4: 17,939 shares; 2025Q1: 17,901 shares; 2025Q2: 18,051 shares 18,051 $5.91M 0.03% +150 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,836 shares; 2024Q4: 277,544 shares; 2025Q1: 278,786 shares; 2025Q2: 319,649 shares 319,649 $5.82M 0.03% +40,863 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,001 shares; 2024Q4: 353,081 shares; 2025Q1: 394,562 shares; 2025Q2: 345,308 shares 345,308 $5.77M 0.03% -49,254 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,742 shares; 2024Q4: 33,580 shares; 2025Q1: 29,366 shares; 2025Q2: 52,658 shares 52,658 $5.77M 0.03% +23,292 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,877 shares; 2024Q4: 211,165 shares; 2025Q1: 230,890 shares; 2025Q2: 241,861 shares 241,861 $5.76M 0.03% +10,971 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,708 shares; 2024Q4: 102,544 shares; 2025Q1: 94,489 shares; 2025Q2: 134,135 shares 134,135 $5.75M 0.03% +39,646 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,289 shares; 2024Q4: 202,433 shares; 2025Q1: 210,431 shares; 2025Q2: 158,573 shares 158,573 $5.73M 0.03% -51,858 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,972 shares; 2024Q4: 87,286 shares; 2025Q1: 90,739 shares; 2025Q2: 60,928 shares 60,928 $5.72M 0.03% -29,811 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,903 shares; 2024Q4: 41,215 shares; 2025Q1: 64,193 shares; 2025Q2: 62,224 shares 62,224 $5.71M 0.03% -1,969 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 29,060 shares; 2025Q1: 42,066 shares; 2025Q2: 47,210 shares 47,210 $5.71M 0.03% +5,144 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,422 shares; 2024Q4: 154,834 shares; 2025Q1: 167,111 shares; 2025Q2: 168,792 shares 168,792 $5.71M 0.03% +1,681 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,195 shares; 2024Q4: 23,922 shares; 2025Q1: 23,490 shares; 2025Q2: 21,146 shares 21,146 $5.7M 0.03% -2,344 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,840 shares; 2024Q4: 70,860 shares; 2025Q1: 184,351 shares; 2025Q2: 241,524 shares 241,524 $5.67M 0.03% +57,173 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,564 shares; 2024Q4: 255,299 shares; 2025Q1: 251,645 shares; 2025Q2: 252,403 shares 252,403 $5.65M 0.03% +758 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 10,342 shares; 2025Q1: 12,708 shares; 2025Q2: 12,913 shares 12,913 $5.65M 0.03% +205 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,235 shares; 2024Q4: 22,324 shares; 2025Q1: 23,161 shares; 2025Q2: 23,691 shares 23,691 $5.64M 0.03% +530 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,105 shares; 2024Q4: 75,269 shares; 2025Q1: 74,179 shares; 2025Q2: 76,783 shares 76,783 $5.62M 0.03% +2,604 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,878 shares; 2024Q4: 87,506 shares; 2025Q1: 96,577 shares; 2025Q2: 107,659 shares 107,659 $5.6M 0.03% +11,082 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,292 shares; 2024Q4: 67,968 shares; 2025Q1: 73,096 shares; 2025Q2: 82,926 shares 82,926 $5.59M 0.03% +9,830 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,115 shares; 2024Q4: 105,664 shares; 2025Q1: 111,437 shares; 2025Q2: 168,199 shares 168,199 $5.58M 0.03% +56,762 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,155 shares; 2024Q4: 879,316 shares; 2025Q1: 407,894 shares; 2025Q2: 313,372 shares 313,372 $5.58M 0.03% -94,522 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306,669 shares 306,669 $5.51M 0.03% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,527 shares 154,527 $5.5M 0.03% new Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267,822 shares 267,822 $5.49M 0.03% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,521 shares; 2024Q4: 30,349 shares; 2025Q1: 30,648 shares; 2025Q2: 31,829 shares 31,829 $5.49M 0.03% +1,181 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,109 shares; 2025Q1: 7,941 shares; 2025Q2: 7,276 shares 7,276 $5.48M 0.03% -665 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 21,700 shares; 2025Q1: 43,452 shares; 2025Q2: 70,726 shares 70,726 $5.48M 0.03% +27,274 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 21,861 shares; 2025Q1: 21,649 shares; 2025Q2: 25,941 shares 25,941 $5.47M 0.03% +4,292 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,013 shares; 2024Q4: 77,295 shares; 2025Q1: 68,576 shares; 2025Q2: 66,025 shares 66,025 $5.46M 0.03% -2,551 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,747 shares; 2024Q4: 85,036 shares; 2025Q1: 108,418 shares; 2025Q2: 111,949 shares 111,949 $5.45M 0.03% +3,531 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,133 shares; 2024Q4: 32,092 shares; 2025Q1: 32,261 shares; 2025Q2: 33,734 shares 33,734 $5.42M 0.03% +1,473 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,088 shares; 2024Q4: 126,500 shares; 2025Q1: 98,287 shares; 2025Q2: 95,787 shares 95,787 $5.38M 0.03% -2,500 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 16,077 shares; 2025Q1: 16,508 shares; 2025Q2: 15,242 shares 15,242 $5.35M 0.03% -1,266 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,274 shares; 2024Q4: 82,672 shares; 2025Q1: 95,798 shares; 2025Q2: 75,214 shares 75,214 $5.34M 0.03% -20,584 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,441 shares; 2024Q4: 102,584 shares; 2025Q1: 98,753 shares; 2025Q2: 94,276 shares 94,276 $5.32M 0.03% -4,477 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,221 shares; 2024Q4: 39,976 shares; 2025Q1: 31,051 shares; 2025Q2: 31,522 shares 31,522 $5.24M 0.03% +471 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,354 shares; 2024Q4: 460,620 shares; 2025Q1: 446,768 shares; 2025Q2: 370,136 shares 370,136 $5.22M 0.03% -76,632 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,592 shares; 2025Q1: 9,904 shares; 2025Q2: 24,530 shares 24,530 $5.22M 0.03% +14,626 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,526 shares; 2024Q4: 349,968 shares; 2025Q1: 244,417 shares; 2025Q2: 230,197 shares 230,197 $5.2M 0.03% -14,220 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,255 shares; 2024Q4: 26,171 shares; 2025Q1: 26,221 shares; 2025Q2: 26,728 shares 26,728 $5.19M 0.03% +507 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,646 shares; 2024Q4: 54,114 shares; 2025Q1: 55,294 shares; 2025Q2: 56,800 shares 56,800 $5.17M 0.03% +1,506 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,429 shares; 2024Q4: 105,905 shares; 2025Q1: 102,550 shares; 2025Q2: 102,258 shares 102,258 $5.17M 0.03% -292 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,031 shares; 2024Q4: 15,057 shares; 2025Q1: 33,357 shares; 2025Q2: 50,194 shares 50,194 $5.17M 0.03% +16,837 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,955 shares; 2024Q4: 118,941 shares; 2025Q1: 111,116 shares; 2025Q2: 97,788 shares 97,788 $5.16M 0.03% -13,328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,692 shares; 2024Q4: 52,314 shares; 2025Q1: 215,603 shares; 2025Q2: 219,528 shares 219,528 $5.15M 0.03% +3,925 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,271 shares; 2024Q4: 139,628 shares; 2025Q1: 135,584 shares; 2025Q2: 138,312 shares 138,312 $5.14M 0.03% +2,728 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,422 shares; 2024Q4: 39,110 shares; 2025Q1: 43,544 shares; 2025Q2: 45,015 shares 45,015 $5.14M 0.03% +1,471 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,467 shares; 2024Q4: 372,543 shares; 2025Q1: 121,747 shares; 2025Q2: 116,494 shares 116,494 $5.11M 0.03% -5,253 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,940 shares; 2024Q4: 187,175 shares; 2025Q1: 164,479 shares; 2025Q2: 149,448 shares 149,448 $5.11M 0.03% -15,031 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,484 shares; 2024Q4: 131,690 shares; 2025Q1: 216,066 shares; 2025Q2: 115,153 shares 115,153 $5.09M 0.03% -100,913 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,417 shares; 2024Q4: 142,316 shares; 2025Q1: 131,492 shares; 2025Q2: 140,633 shares 140,633 $5.09M 0.03% +9,141 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 10,063 shares; 2025Q1: 10,554 shares; 2025Q2: 10,853 shares 10,853 $5.08M 0.03% +299 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,470 shares; 2024Q4: 27,299 shares; 2025Q1: 26,974 shares; 2025Q2: 69,279 shares 69,279 $5.04M 0.03% +42,305 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,056 shares; 2024Q4: 40,522 shares; 2025Q1: 38,990 shares; 2025Q2: 41,140 shares 41,140 $4.98M 0.03% +2,150 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,092 shares; 2024Q4: 19,702 shares; 2025Q1: 19,907 shares; 2025Q2: 19,401 shares 19,401 $4.97M 0.03% -506 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,140 shares; 2024Q4: 82,971 shares; 2025Q1: 83,826 shares; 2025Q2: 82,738 shares 82,738 $4.94M 0.03% -1,088 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,221 shares; 2024Q4: 13,995 shares; 2025Q1: 15,645 shares; 2025Q2: 14,928 shares 14,928 $4.93M 0.03% -717 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,380 shares; 2024Q4: 83,926 shares; 2025Q1: 91,774 shares; 2025Q2: 102,700 shares 102,700 $4.93M 0.03% +10,926 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 10,279 shares; 2025Q1: 9,592 shares; 2025Q2: 9,853 shares 9,853 $4.93M 0.03% +261 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,175 shares; 2024Q4: 37,632 shares; 2025Q1: 36,826 shares; 2025Q2: 38,120 shares 38,120 $4.91M 0.03% +1,294 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,464 shares; 2024Q4: 73,896 shares; 2025Q1: 73,589 shares; 2025Q2: 71,627 shares 71,627 $4.91M 0.03% -1,962 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,095 shares; 2024Q4: 174,365 shares; 2025Q1: 182,521 shares; 2025Q2: 188,742 shares 188,742 $4.91M 0.03% +6,221 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,838 shares; 2024Q4: 167,552 shares; 2025Q1: 162,943 shares; 2025Q2: 150,019 shares 150,019 $4.9M 0.03% -12,924 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 15,161 shares; 2025Q1: 14,628 shares; 2025Q2: 13,442 shares 13,442 $4.87M 0.03% -1,186 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,936 shares; 2024Q4: 20,444 shares; 2025Q1: 19,499 shares; 2025Q2: 20,457 shares 20,457 $4.87M 0.03% +958 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,523 shares; 2025Q2: 92,483 shares 92,483 $4.87M 0.03% +7,960 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,104 shares; 2024Q4: 46,212 shares; 2025Q1: 47,255 shares; 2025Q2: 44,561 shares 44,561 $4.82M 0.03% -2,694 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,739 shares; 2024Q4: 385,332 shares; 2025Q1: 589,686 shares; 2025Q2: 1,516,463 shares 1,516,463 $4.82M 0.03% +926,777 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 51,248 shares; 2025Q1: 49,099 shares; 2025Q2: 45,539 shares 45,539 $4.79M 0.03% -3,560 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,555 shares; 2024Q4: 48,498 shares; 2025Q1: 42,632 shares; 2025Q2: 44,234 shares 44,234 $4.77M 0.03% +1,602 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,673 shares; 2024Q4: 46,517 shares; 2025Q1: 45,438 shares; 2025Q2: 47,245 shares 47,245 $4.74M 0.03% +1,807 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,646 shares; 2024Q4: 34,682 shares; 2025Q1: 38,275 shares; 2025Q2: 42,514 shares 42,514 $4.71M 0.03% +4,239 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,264 shares; 2024Q4: 81,730 shares; 2025Q1: 49,591 shares; 2025Q2: 50,580 shares 50,580 $4.71M 0.03% +989 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 31,211 shares; 2025Q1: 29,625 shares; 2025Q2: 35,373 shares 35,373 $4.71M 0.03% +5,748 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 22,398 shares; 2025Q1: 21,642 shares; 2025Q2: 20,917 shares 20,917 $4.7M 0.03% -725 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,223 shares; 2024Q4: 135,899 shares; 2025Q1: 159,798 shares; 2025Q2: 175,149 shares 175,149 $4.67M 0.03% +15,351 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,452 shares; 2024Q4: 68,936 shares; 2025Q1: 88,763 shares; 2025Q2: 93,273 shares 93,273 $4.67M 0.03% +4,510 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 8,113 shares; 2025Q1: 8,087 shares; 2025Q2: 8,837 shares 8,837 $4.66M 0.03% +750 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,543 shares; 2024Q4: 117,252 shares; 2025Q1: 107,753 shares; 2025Q2: 102,785 shares 102,785 $4.65M 0.03% -4,968 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,877 shares; 2024Q4: 64,377 shares; 2025Q1: 71,349 shares; 2025Q2: 39,618 shares 39,618 $4.63M 0.02% -31,731 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,476 shares; 2024Q4: 46,526 shares; 2025Q1: 44,024 shares; 2025Q2: 41,940 shares 41,940 $4.62M 0.02% -2,084 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,695 shares; 2024Q4: 214,281 shares; 2025Q1: 165,045 shares; 2025Q2: 160,555 shares 160,555 $4.6M 0.02% -4,490 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,315 shares; 2024Q4: 177,194 shares; 2025Q1: 135,414 shares; 2025Q2: 166,854 shares 166,854 $4.58M 0.02% +31,440 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,094 shares; 2024Q4: 36,765 shares; 2025Q1: 36,272 shares; 2025Q2: 36,139 shares 36,139 $4.58M 0.02% -133 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,835 shares; 2025Q1: 4,072 shares; 2025Q2: 4,334 shares 4,334 $4.58M 0.02% +262 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 88,622 shares; 2025Q1: 86,715 shares; 2025Q2: 84,384 shares 84,384 $4.55M 0.02% -2,331 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,315 shares; 2024Q4: 113,129 shares; 2025Q1: 88,916 shares; 2025Q2: 90,491 shares 90,491 $4.55M 0.02% +1,575 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,874 shares; 2024Q4: 118,345 shares; 2025Q1: 115,569 shares; 2025Q2: 127,875 shares 127,875 $4.55M 0.02% +12,306 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,551 shares; 2025Q2: 26,344 shares 26,344 $4.54M 0.02% +18,793 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,996 shares; 2024Q4: 45,347 shares; 2025Q1: 43,846 shares; 2025Q2: 42,722 shares 42,722 $4.48M 0.02% -1,124 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,115 shares; 2024Q4: 21,974 shares; 2025Q1: 9,375 shares; 2025Q2: 32,614 shares 32,614 $4.48M 0.02% +23,239 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,766 shares; 2024Q4: 108,943 shares; 2025Q1: 109,339 shares; 2025Q2: 110,274 shares 110,274 $4.48M 0.02% +935 Timeline FEM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,011 shares; 2024Q4: 176,016 shares; 2025Q1: 186,499 shares; 2025Q2: 182,070 shares 182,070 $4.47M 0.02% -4,429 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,526 shares; 2024Q4: 92,225 shares; 2025Q1: 94,876 shares; 2025Q2: 92,169 shares 92,169 $4.45M 0.02% -2,707 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,873 shares; 2025Q1: 13,694 shares; 2025Q2: 29,510 shares 29,510 $4.44M 0.02% +15,816 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,308 shares; 2024Q4: 91,385 shares; 2025Q1: 78,146 shares; 2025Q2: 68,226 shares 68,226 $4.44M 0.02% -9,920 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,683 shares; 2024Q4: 39,876 shares; 2025Q1: 40,993 shares; 2025Q2: 35,868 shares 35,868 $4.43M 0.02% -5,125 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 18,578 shares; 2025Q1: 18,897 shares; 2025Q2: 19,450 shares 19,450 $4.42M 0.02% +553 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,485 shares; 2024Q4: 93,304 shares; 2025Q1: 84,666 shares; 2025Q2: 84,495 shares 84,495 $4.38M 0.02% -171 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 37,429 shares; 2025Q1: 41,626 shares; 2025Q2: 85,407 shares 85,407 $4.38M 0.02% +43,781 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,926 shares; 2024Q4: 58,509 shares; 2025Q1: 55,237 shares; 2025Q2: 57,706 shares 57,706 $4.38M 0.02% +2,469 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,003 shares; 2024Q4: 34,540 shares; 2025Q1: 38,274 shares; 2025Q2: 40,714 shares 40,714 $4.37M 0.02% +2,440 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,463 shares; 2024Q4: 80,850 shares; 2025Q1: 45,946 shares; 2025Q2: 40,933 shares 40,933 $4.37M 0.02% -5,013 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 510 shares; 2025Q1: 5,480 shares; 2025Q2: 5,969 shares 5,969 $4.37M 0.02% +489 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 37,775 shares; 2025Q1: 41,930 shares; 2025Q2: 44,189 shares 44,189 $4.36M 0.02% +2,259 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,861 shares; 2025Q2: 83,789 shares 83,789 $4.35M 0.02% +12,928 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,530 shares; 2025Q1: 23,108 shares; 2025Q2: 85,197 shares 85,197 $4.33M 0.02% +62,089 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,089 shares; 2024Q4: 178,375 shares; 2025Q1: 151,162 shares; 2025Q2: 143,880 shares 143,880 $4.31M 0.02% -7,282 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,785 shares; 2024Q4: 35,379 shares; 2025Q1: 63,904 shares; 2025Q2: 51,088 shares 51,088 $4.3M 0.02% -12,816 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,697 shares; 2024Q4: 174,178 shares; 2025Q1: 178,040 shares; 2025Q2: 177,497 shares 177,497 $4.28M 0.02% -543 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,728 shares; 2024Q4: 43,793 shares; 2025Q1: 42,860 shares; 2025Q2: 42,197 shares 42,197 $4.27M 0.02% -663 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,402 shares; 2024Q4: 100,658 shares; 2025Q1: 65,828 shares; 2025Q2: 77,458 shares 77,458 $4.25M 0.02% +11,630 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 11,154 shares; 2025Q1: 18,654 shares; 2025Q2: 12,917 shares 12,917 $4.24M 0.02% -5,737 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,604 shares; 2024Q4: 153,967 shares; 2025Q1: 88,651 shares; 2025Q2: 89,984 shares 89,984 $4.24M 0.02% +1,333 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 36,890 shares; 2025Q1: 35,579 shares; 2025Q2: 35,459 shares 35,459 $4.23M 0.02% -120 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,036 shares; 2024Q4: 242,291 shares; 2025Q1: 173,144 shares; 2025Q2: 191,090 shares 191,090 $4.22M 0.02% +17,946 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,291 shares; 2024Q4: 10,120 shares; 2025Q1: 10,641 shares; 2025Q2: 12,057 shares 12,057 $4.22M 0.02% +1,416 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,819 shares; 2024Q4: 64,935 shares; 2025Q1: 65,330 shares; 2025Q2: 68,669 shares 68,669 $4.2M 0.02% +3,339 PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,321 shares; 2025Q1: 5,685 shares; 2025Q2: 6,012 shares 6,012 $4.2M 0.02% +327 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,058 shares; 2024Q4: 20,201 shares; 2025Q1: 31,499 shares; 2025Q2: 37,246 shares 37,246 $4.2M 0.02% +5,747 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,965 shares; 2024Q4: 78,197 shares; 2025Q1: 55,296 shares; 2025Q2: 55,192 shares 55,192 $4.2M 0.02% -104 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: not reported; 2025Q1: 24,704 shares; 2025Q2: 124,911 shares 124,911 $4.19M 0.02% +100,207 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,123 shares; 2024Q4: 239,011 shares; 2025Q1: 261,801 shares; 2025Q2: 270,706 shares 270,706 $4.19M 0.02% +8,905 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 28,177 shares; 2025Q1: 27,405 shares; 2025Q2: 28,296 shares 28,296 $4.18M 0.02% +891 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 29,149 shares; 2025Q1: 28,373 shares; 2025Q2: 26,672 shares 26,672 $4.16M 0.02% -1,701 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,113 shares 129,113 $4.15M 0.02% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,334 shares; 2024Q4: 38,066 shares; 2025Q1: 36,864 shares; 2025Q2: 46,486 shares 46,486 $4.15M 0.02% +9,622 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,269 shares; 2024Q4: 100,289 shares; 2025Q1: 108,978 shares; 2025Q2: 112,533 shares 112,533 $4.14M 0.02% +3,555 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 9,910 shares; 2025Q1: 10,741 shares; 2025Q2: 13,219 shares 13,219 $4.14M 0.02% +2,478 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 23,840 shares; 2025Q1: 33,019 shares; 2025Q2: 33,174 shares 33,174 $4.13M 0.02% +155 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,679 shares; 2024Q4: 65,919 shares; 2025Q1: 71,037 shares; 2025Q2: 79,226 shares 79,226 $4.12M 0.02% +8,189 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,454 shares; 2025Q1: 13,934 shares; 2025Q2: 15,374 shares 15,374 $4.1M 0.02% +1,440 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,813 shares; 2024Q4: 9,502 shares; 2025Q1: 9,970 shares; 2025Q2: 10,504 shares 10,504 $4.09M 0.02% +534 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,687 shares; 2024Q4: 65,672 shares; 2025Q1: 61,056 shares; 2025Q2: 60,517 shares 60,517 $4.08M 0.02% -539 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,477 shares; 2024Q4: 17,763 shares; 2025Q1: 21,446 shares; 2025Q2: 68,860 shares 68,860 $4.08M 0.02% +47,414 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,060 shares; 2024Q4: 779,710 shares; 2025Q1: 197,064 shares; 2025Q2: 139,377 shares 139,377 $4.07M 0.02% -57,687 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,349 shares; 2024Q4: 33,724 shares; 2025Q1: 37,954 shares; 2025Q2: 37,079 shares 37,079 $4.07M 0.02% -875 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,838 shares; 2024Q4: 119,581 shares; 2025Q1: 92,449 shares; 2025Q2: 81,468 shares 81,468 $4.03M 0.02% -10,981 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 3,158 shares; 2025Q1: 3,326 shares; 2025Q2: 44,695 shares 44,695 $4.03M 0.02% +41,369 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,821 shares; 2024Q4: 223,564 shares; 2025Q1: 267,439 shares; 2025Q2: 215,220 shares 215,220 $4.02M 0.02% -52,219 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,355 shares; 2024Q4: 115,467 shares; 2025Q1: 10,191 shares; 2025Q2: 78,493 shares 78,493 $4.02M 0.02% +68,302 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 9,774 shares; 2025Q1: 10,263 shares; 2025Q2: 10,582 shares 10,582 $4M 0.02% +319 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,796 shares; 2024Q4: 148,671 shares; 2025Q1: 147,031 shares; 2025Q2: 156,690 shares 156,690 $3.98M 0.02% +9,659 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,026 shares; 2025Q1: 2,251 shares; 2025Q2: 2,612 shares 2,612 $3.97M 0.02% +361 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,091 shares 101,091 $3.97M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,226 shares; 2024Q4: 189,416 shares; 2025Q1: 166,773 shares; 2025Q2: 156,807 shares 156,807 $3.97M 0.02% -9,966 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,622 shares; 2024Q4: 41,380 shares; 2025Q1: 42,348 shares; 2025Q2: 44,936 shares 44,936 $3.95M 0.02% +2,588 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,712 shares; 2024Q4: 84,338 shares; 2025Q1: 75,740 shares; 2025Q2: 78,508 shares 78,508 $3.93M 0.02% +2,768 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,334 shares; 2024Q4: 55,299 shares; 2025Q1: 53,453 shares; 2025Q2: 55,026 shares 55,026 $3.93M 0.02% +1,573 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,248 shares; 2024Q4: 41,782 shares; 2025Q1: 39,516 shares; 2025Q2: 39,473 shares 39,473 $3.93M 0.02% -43 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,370 shares; 2024Q4: 250,649 shares; 2025Q1: 290,294 shares; 2025Q2: 403,725 shares 403,725 $3.92M 0.02% +113,431 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,796 shares; 2024Q4: 60,169 shares; 2025Q1: 55,059 shares; 2025Q2: 55,746 shares 55,746 $3.92M 0.02% +687 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,194 shares; 2024Q4: 299,297 shares; 2025Q1: 319,023 shares; 2025Q2: 319,698 shares 319,698 $3.91M 0.02% +675 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,286 shares; 2024Q4: 100,349 shares; 2025Q1: 103,285 shares; 2025Q2: 102,828 shares 102,828 $3.9M 0.02% -457 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 53,943 shares; 2025Q1: 52,464 shares; 2025Q2: 57,189 shares 57,189 $3.89M 0.02% +4,725 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,708 shares; 2024Q4: 150,174 shares; 2025Q1: 155,145 shares; 2025Q2: 158,839 shares 158,839 $3.88M 0.02% +3,694 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,440 shares; 2024Q4: 41,510 shares; 2025Q1: 27,926 shares; 2025Q2: 168,532 shares 168,532 $3.86M 0.02% +140,606 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,769 shares; 2024Q4: 83,691 shares; 2025Q1: 77,291 shares; 2025Q2: 43,030 shares 43,030 $3.86M 0.02% -34,261 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,216 shares; 2024Q4: 91,825 shares; 2025Q1: 92,211 shares; 2025Q2: 120,948 shares 120,948 $3.85M 0.02% +28,737 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,100 shares; 2024Q4: 627,992 shares; 2025Q1: 839,285 shares; 2025Q2: 1,231,438 shares 1,231,438 $3.84M 0.02% +392,153 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 14,971 shares; 2025Q1: 14,551 shares; 2025Q2: 80,034 shares 80,034 $3.84M 0.02% +65,483 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,967 shares; 2024Q4: 39,845 shares; 2025Q1: 39,350 shares; 2025Q2: 45,040 shares 45,040 $3.82M 0.02% +5,690 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 25,349 shares; 2025Q1: 25,228 shares; 2025Q2: 25,302 shares 25,302 $3.82M 0.02% +74 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,429 shares; 2024Q4: 24,956 shares; 2025Q1: 24,108 shares; 2025Q2: 23,190 shares 23,190 $3.8M 0.02% -918 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,621 shares; 2024Q4: 122,295 shares; 2025Q1: 125,792 shares; 2025Q2: 151,280 shares 151,280 $3.75M 0.02% +25,488 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,893 shares; 2024Q4: 58,451 shares; 2025Q1: 62,069 shares; 2025Q2: 65,084 shares 65,084 $3.75M 0.02% +3,015 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,977 shares; 2024Q4: 23,785 shares; 2025Q1: 23,256 shares; 2025Q2: 23,764 shares 23,764 $3.75M 0.02% +508 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,265 shares; 2024Q4: 230,869 shares; 2025Q1: 250,176 shares; 2025Q2: 149,429 shares 149,429 $3.74M 0.02% -100,747 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,916 shares; 2024Q4: 27,896 shares; 2025Q1: 29,653 shares; 2025Q2: 30,072 shares 30,072 $3.72M 0.02% +419 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: not reported; 2025Q2: 90,407 shares 90,407 $3.71M 0.02% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,660 shares; 2024Q4: 95,073 shares; 2025Q1: 167,704 shares; 2025Q2: 86,920 shares 86,920 $3.69M 0.02% -80,784 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,663 shares; 2024Q4: 16,284 shares; 2025Q1: 15,044 shares; 2025Q2: 14,945 shares 14,945 $3.69M 0.02% -99 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,413 shares; 2024Q4: 29,925 shares; 2025Q1: 214,725 shares; 2025Q2: 399,225 shares 399,225 $3.68M 0.02% +184,500 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,622 shares; 2024Q4: 78,880 shares; 2025Q1: 79,024 shares; 2025Q2: 40,812 shares 40,812 $3.66M 0.02% -38,212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,526 shares; 2024Q4: 239,085 shares; 2025Q1: 285,527 shares; 2025Q2: 53,699 shares 53,699 $3.66M 0.02% -231,828 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 64,543 shares; 2025Q1: 92,204 shares; 2025Q2: 101,704 shares 101,704 $3.65M 0.02% +9,500 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,251 shares; 2024Q4: 65,389 shares; 2025Q1: 85,008 shares; 2025Q2: 49,045 shares 49,045 $3.64M 0.02% -35,963 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,698 shares; 2024Q4: 550,126 shares; 2025Q1: 619,577 shares; 2025Q2: 670,161 shares 670,161 $3.64M 0.02% +50,584 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,710 shares; 2024Q4: 17,840 shares; 2025Q1: 18,007 shares; 2025Q2: 18,066 shares 18,066 $3.64M 0.02% +59 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,259 shares; 2025Q1: 3,951 shares; 2025Q2: 4,737 shares 4,737 $3.64M 0.02% +786 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,175 shares; 2025Q1: 29,801 shares; 2025Q2: 76,303 shares 76,303 $3.63M 0.02% +46,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 21,139 shares; 2025Q1: 63,513 shares; 2025Q2: 61,063 shares 61,063 $3.63M 0.02% -2,450 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,248 shares; 2024Q4: 10,605 shares; 2025Q1: 10,329 shares; 2025Q2: 14,257 shares 14,257 $3.58M 0.02% +3,928 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,263 shares; 2024Q4: 61,192 shares; 2025Q1: 57,475 shares; 2025Q2: 56,984 shares 56,984 $3.57M 0.02% -491 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,207 shares; 2025Q2: 110,191 shares 110,191 $3.55M 0.02% +7,984 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,207 shares; 2024Q4: 30,974 shares; 2025Q1: 31,770 shares; 2025Q2: 40,747 shares 40,747 $3.55M 0.02% +8,977 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,082 shares; 2024Q4: 45,722 shares; 2025Q1: 44,801 shares; 2025Q2: 46,904 shares 46,904 $3.55M 0.02% +2,103 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,338 shares; 2024Q4: 55,551 shares; 2025Q1: 55,179 shares; 2025Q2: 73,534 shares 73,534 $3.55M 0.02% +18,355 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,386 shares; 2024Q4: 24,628 shares; 2025Q1: 16,507 shares; 2025Q2: 14,962 shares 14,962 $3.55M 0.02% -1,545 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,704 shares; 2024Q4: 62,628 shares; 2025Q1: 62,799 shares; 2025Q2: 82,876 shares 82,876 $3.55M 0.02% +20,077 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 172 shares; 2025Q1: 158 shares; 2025Q2: 1,812 shares 1,812 $3.55M 0.02% +1,654 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,256 shares; 2024Q4: 35,029 shares; 2025Q1: 31,274 shares; 2025Q2: 52,109 shares 52,109 $3.54M 0.02% +20,835 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,245 shares; 2024Q4: 117,985 shares; 2025Q1: 141,632 shares; 2025Q2: 151,659 shares 151,659 $3.54M 0.02% +10,027 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 13,932 shares; 2025Q1: 14,942 shares; 2025Q2: 14,300 shares 14,300 $3.53M 0.02% -642 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,904 shares; 2024Q4: 129,046 shares; 2025Q1: 105,231 shares; 2025Q2: 102,180 shares 102,180 $3.52M 0.02% -3,051 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,507 shares; 2024Q4: 143,025 shares; 2025Q1: 156,390 shares; 2025Q2: 142,300 shares 142,300 $3.52M 0.02% -14,090 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,396 shares; 2024Q4: 361,018 shares; 2025Q1: 83,906 shares; 2025Q2: 84,018 shares 84,018 $3.51M 0.02% +112 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 20,933 shares; 2025Q1: 15,319 shares; 2025Q2: 67,179 shares 67,179 $3.51M 0.02% +51,860 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,661 shares; 2024Q4: 64,561 shares; 2025Q1: 73,740 shares; 2025Q2: 80,589 shares 80,589 $3.5M 0.02% +6,849 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,712 shares; 2024Q4: 17,985 shares; 2025Q1: 21,366 shares; 2025Q2: 37,769 shares 37,769 $3.5M 0.02% +16,403 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,371 shares; 2024Q4: 222,771 shares; 2025Q1: 224,111 shares; 2025Q2: 225,324 shares 225,324 $3.49M 0.02% +1,213 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,901 shares; 2024Q4: 133,794 shares; 2025Q1: 148,838 shares; 2025Q2: 97,106 shares 97,106 $3.46M 0.02% -51,732 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 11,995 shares; 2025Q1: 14,852 shares; 2025Q2: 17,843 shares 17,843 $3.46M 0.02% +2,991 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,720 shares; 2024Q4: 40,353 shares; 2025Q1: 40,859 shares; 2025Q2: 41,115 shares 41,115 $3.46M 0.02% +256 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,659 shares; 2024Q4: 73,569 shares; 2025Q1: 83,609 shares; 2025Q2: 73,941 shares 73,941 $3.45M 0.02% -9,668 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,214 shares; 2024Q4: 347,912 shares; 2025Q1: 212,829 shares; 2025Q2: 181,787 shares 181,787 $3.45M 0.02% -31,042 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,276 shares; 2024Q4: 22,039 shares; 2025Q1: 21,714 shares; 2025Q2: 22,075 shares 22,075 $3.45M 0.02% +361 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,351 shares; 2024Q4: 409,900 shares; 2025Q1: 339,532 shares; 2025Q2: 317,534 shares 317,534 $3.45M 0.02% -21,998 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,547 shares; 2024Q4: 32,752 shares; 2025Q1: 32,924 shares; 2025Q2: 24,094 shares 24,094 $3.43M 0.02% -8,830 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,261 shares; 2024Q4: 30,912 shares; 2025Q1: 30,665 shares; 2025Q2: 32,877 shares 32,877 $3.41M 0.02% +2,212 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 3,664 shares; 2025Q1: 3,671 shares; 2025Q2: 3,792 shares 3,792 $3.4M 0.02% +121 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,065 shares; 2025Q1: 53,575 shares; 2025Q2: 48,635 shares 48,635 $3.39M 0.02% -4,940 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,474 shares; 2024Q4: 84,554 shares; 2025Q1: 82,928 shares; 2025Q2: 77,989 shares 77,989 $3.35M 0.02% -4,939 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,579 shares; 2024Q4: 127,538 shares; 2025Q1: 130,020 shares; 2025Q2: 127,892 shares 127,892 $3.34M 0.02% -2,128 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 19,964 shares; 2025Q1: 20,011 shares; 2025Q2: 19,273 shares 19,273 $3.32M 0.02% -738 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,633 shares; 2024Q4: 96,702 shares; 2025Q1: 119,876 shares; 2025Q2: 109,974 shares 109,974 $3.32M 0.02% -9,902 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,400 shares; 2024Q4: 131,044 shares; 2025Q1: 136,926 shares; 2025Q2: 131,609 shares 131,609 $3.31M 0.02% -5,317 EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,440 shares; 2024Q4: 67,470 shares; 2025Q1: 61,666 shares; 2025Q2: 64,768 shares 64,768 $3.3M 0.02% +3,102 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,293 shares; 2024Q4: 44,669 shares; 2025Q1: 46,010 shares; 2025Q2: 40,033 shares 40,033 $3.3M 0.02% -5,977 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,445 shares; 2024Q4: 32,279 shares; 2025Q1: 29,392 shares; 2025Q2: 27,383 shares 27,383 $3.29M 0.02% -2,009 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,413 shares 145,413 $3.28M 0.02% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,750 shares; 2024Q4: 154,991 shares; 2025Q1: 161,296 shares; 2025Q2: 172,601 shares 172,601 $3.28M 0.02% +11,305 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,703 shares; 2024Q4: 167,935 shares; 2025Q1: 171,807 shares; 2025Q2: 177,155 shares 177,155 $3.25M 0.02% +5,348 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,890 shares; 2024Q4: 18,400 shares; 2025Q1: 19,055 shares; 2025Q2: 98,410 shares 98,410 $3.24M 0.02% +79,355 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111,948 shares 111,948 $3.23M 0.02% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,359 shares; 2024Q4: 78,147 shares; 2025Q1: 82,845 shares; 2025Q2: 132,258 shares 132,258 $3.21M 0.02% +49,413 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,210 shares; 2025Q1: 7,452 shares; 2025Q2: 7,204 shares 7,204 $3.21M 0.02% -248 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,295 shares; 2024Q4: 63,162 shares; 2025Q1: 79,294 shares; 2025Q2: 142,660 shares 142,660 $3.19M 0.02% +63,366 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,754 shares; 2024Q4: 111,465 shares; 2025Q1: 118,479 shares; 2025Q2: 122,445 shares 122,445 $3.19M 0.02% +3,966 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,735 shares; 2024Q4: 20,304 shares; 2025Q1: 20,224 shares; 2025Q2: 21,555 shares 21,555 $3.18M 0.02% +1,331 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,881 shares; 2024Q4: 84,032 shares; 2025Q1: 91,984 shares; 2025Q2: 106,376 shares 106,376 $3.17M 0.02% +14,392 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,258 shares; 2024Q4: 41,916 shares; 2025Q1: 43,307 shares; 2025Q2: 47,193 shares 47,193 $3.17M 0.02% +3,886 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,710 shares; 2024Q4: 30,680 shares; 2025Q1: 28,615 shares; 2025Q2: 26,621 shares 26,621 $3.17M 0.02% -1,994 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,779 shares; 2024Q4: 43,184 shares; 2025Q1: 42,447 shares; 2025Q2: 56,890 shares 56,890 $3.17M 0.02% +14,443 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 10,241 shares; 2025Q1: 10,189 shares; 2025Q2: 60,766 shares 60,766 $3.16M 0.02% +50,577 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,107 shares; 2025Q1: 50,446 shares; 2025Q2: 61,783 shares 61,783 $3.16M 0.02% +11,337 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,434 shares; 2024Q4: 81,255 shares; 2025Q1: 89,104 shares; 2025Q2: 54,067 shares 54,067 $3.15M 0.02% -35,037 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284,450 shares 284,450 $3.14M 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 51,376 shares; 2025Q1: 272,072 shares; 2025Q2: 288,549 shares 288,549 $3.13M 0.02% +16,477 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 89,855 shares; 2025Q1: 88,680 shares; 2025Q2: 92,348 shares 92,348 $3.13M 0.02% +3,668 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,845 shares; 2024Q4: 198,822 shares; 2025Q1: 165,473 shares; 2025Q2: 37,691 shares 37,691 $3.13M 0.02% -127,782 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,889 shares; 2024Q4: 33,451 shares; 2025Q1: 95,919 shares; 2025Q2: 62,247 shares 62,247 $3.12M 0.02% -33,672 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 21,154 shares; 2025Q1: 18,296 shares; 2025Q2: 20,674 shares 20,674 $3.12M 0.02% +2,378 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,009 shares; 2024Q4: 16,301 shares; 2025Q1: 17,193 shares; 2025Q2: 16,764 shares 16,764 $3.12M 0.02% -429 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,094 shares; 2024Q4: 28,795 shares; 2025Q1: 27,561 shares; 2025Q2: 24,580 shares 24,580 $3.11M 0.02% -2,981 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 95,984 shares; 2025Q1: 87,725 shares; 2025Q2: 95,217 shares 95,217 $3.11M 0.02% +7,492 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,146 shares; 2024Q4: 380,625 shares; 2025Q1: 382,690 shares; 2025Q2: 398,536 shares 398,536 $3.1M 0.02% +15,846 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,438 shares; 2024Q4: 152,765 shares; 2025Q1: 174,626 shares; 2025Q2: 180,918 shares 180,918 $3.1M 0.02% +6,292 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,405 shares; 2024Q4: 23,422 shares; 2025Q1: 23,008 shares; 2025Q2: 22,913 shares 22,913 $3.08M 0.02% -95 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,820 shares; 2024Q4: 42,654 shares; 2025Q1: 42,602 shares; 2025Q2: 42,806 shares 42,806 $3.08M 0.02% +204 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,515 shares; 2024Q4: 7,235 shares; 2025Q1: 6,881 shares; 2025Q2: 60,069 shares 60,069 $3.07M 0.02% +53,188 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 42,763 shares; 2025Q1: 42,757 shares; 2025Q2: 42,757 shares 42,757 $3.07M 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,930 shares 146,930 $3.06M 0.02% new Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,412 shares; 2024Q4: 52,940 shares; 2025Q1: 59,007 shares; 2025Q2: 63,747 shares 63,747 $3.05M 0.02% +4,740 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 24,375 shares; 2025Q1: 22,947 shares; 2025Q2: 23,612 shares 23,612 $3.04M 0.02% +665 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,909 shares; 2024Q4: 26,798 shares; 2025Q1: 25,721 shares; 2025Q2: 26,128 shares 26,128 $3M 0.02% +407 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,221 shares; 2025Q1: 3,700 shares; 2025Q2: 3,765 shares 3,765 $2.99M 0.02% +65 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,840 shares; 2024Q4: 38,811 shares; 2025Q1: 40,445 shares; 2025Q2: 43,208 shares 43,208 $2.99M 0.02% +2,763 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 27,247 shares; 2025Q1: 47,615 shares; 2025Q2: 58,015 shares 58,015 $2.98M 0.02% +10,400 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,014 shares; 2025Q1: 173,257 shares; 2025Q2: 250,710 shares 250,710 $2.97M 0.02% +77,453 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,764 shares; 2024Q4: 89,871 shares; 2025Q1: 78,170 shares; 2025Q2: 74,884 shares 74,884 $2.97M 0.02% -3,286 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,877 shares; 2024Q4: 41,521 shares; 2025Q1: 42,808 shares; 2025Q2: 42,819 shares 42,819 $2.97M 0.02% +11 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,106 shares; 2024Q4: 46,144 shares; 2025Q1: 23,239 shares; 2025Q2: 17,884 shares 17,884 $2.97M 0.02% -5,355 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 28,222 shares; 2025Q1: 29,179 shares; 2025Q2: 33,254 shares 33,254 $2.97M 0.02% +4,075 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,684 shares; 2024Q4: 68,320 shares; 2025Q1: 69,537 shares; 2025Q2: 69,732 shares 69,732 $2.95M 0.02% +195 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,219 shares; 2025Q1: 4,953 shares; 2025Q2: 5,195 shares 5,195 $2.94M 0.02% +242 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,740 shares; 2024Q4: 51,755 shares; 2025Q1: 52,477 shares; 2025Q2: 57,158 shares 57,158 $2.94M 0.02% +4,681 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,996 shares; 2024Q4: 239,074 shares; 2025Q1: 253,793 shares; 2025Q2: 175,398 shares 175,398 $2.94M 0.02% -78,395 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 50,071 shares; 2025Q1: 55,958 shares; 2025Q2: 55,749 shares 55,749 $2.94M 0.02% -209 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,318 shares 63,318 $2.94M 0.02% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,911 shares; 2024Q4: 24,702 shares; 2025Q1: 25,280 shares; 2025Q2: 57,054 shares 57,054 $2.93M 0.02% +31,774 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 17,530 shares; 2025Q1: 18,811 shares; 2025Q2: 22,593 shares 22,593 $2.93M 0.02% +3,782 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,550 shares; 2024Q4: 27,444 shares; 2025Q1: 25,657 shares; 2025Q2: 29,278 shares 29,278 $2.92M 0.02% +3,621 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,503 shares; 2024Q4: 272,142 shares; 2025Q1: 276,832 shares; 2025Q2: 297,760 shares 297,760 $2.9M 0.02% +20,928 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,778 shares; 2024Q4: 28,041 shares; 2025Q1: 30,366 shares; 2025Q2: 28,951 shares 28,951 $2.89M 0.02% -1,415 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,190 shares; 2024Q4: 112,272 shares; 2025Q1: 115,375 shares; 2025Q2: 73,038 shares 73,038 $2.89M 0.02% -42,337 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,991 shares; 2024Q4: 66,571 shares; 2025Q1: 75,623 shares; 2025Q2: 93,006 shares 93,006 $2.89M 0.02% +17,383 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,853 shares; 2024Q4: 248,591 shares; 2025Q1: 105,329 shares; 2025Q2: 86,702 shares 86,702 $2.88M 0.02% -18,627 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 8,972 shares; 2025Q1: 8,836 shares; 2025Q2: 9,293 shares 9,293 $2.88M 0.02% +457 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 19,143 shares; 2025Q1: 18,059 shares; 2025Q2: 18,698 shares 18,698 $2.87M 0.02% +639 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 5,972 shares; 2025Q1: 5,587 shares; 2025Q2: 5,372 shares 5,372 $2.87M 0.02% -215 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,661 shares; 2024Q4: 30,035 shares; 2025Q1: 19,480 shares; 2025Q2: 25,067 shares 25,067 $2.86M 0.02% +5,587 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,234 shares; 2024Q4: 23,312 shares; 2025Q1: 36,474 shares; 2025Q2: 27,049 shares 27,049 $2.86M 0.02% -9,425 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 23,562 shares; 2025Q1: 22,914 shares; 2025Q2: 23,572 shares 23,572 $2.86M 0.02% +658 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 4,354 shares; 2025Q1: 7,926 shares; 2025Q2: 7,458 shares 7,458 $2.86M 0.02% -468 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,990 shares; 2024Q4: 334,253 shares; 2025Q1: 331,815 shares; 2025Q2: 375,666 shares 375,666 $2.86M 0.02% +43,851 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,111 shares; 2024Q4: 85,596 shares; 2025Q1: 71,401 shares; 2025Q2: 76,777 shares 76,777 $2.85M 0.02% +5,376 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,539 shares; 2024Q4: 55,127 shares; 2025Q1: 46,330 shares; 2025Q2: 45,672 shares 45,672 $2.85M 0.02% -658 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,687 shares; 2024Q4: 68,302 shares; 2025Q1: 64,313 shares; 2025Q2: 67,809 shares 67,809 $2.85M 0.02% +3,496 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 9,843 shares; 2025Q1: 9,440 shares; 2025Q2: 8,561 shares 8,561 $2.84M 0.02% -879 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,765 shares; 2024Q4: 161,090 shares; 2025Q1: 136,863 shares; 2025Q2: 121,782 shares 121,782 $2.83M 0.02% -15,081 CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,838 shares; 2024Q4: 391,788 shares; 2025Q1: 393,173 shares; 2025Q2: 396,738 shares 396,738 $2.83M 0.02% +3,565 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,407 shares; 2024Q4: 84,925 shares; 2025Q1: 80,925 shares; 2025Q2: 65,497 shares 65,497 $2.83M 0.02% -15,428 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,500 shares; 2024Q4: 44,341 shares; 2025Q1: 41,270 shares; 2025Q2: 37,831 shares 37,831 $2.82M 0.02% -3,439 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 7,212 shares; 2025Q1: 7,144 shares; 2025Q2: 58,098 shares 58,098 $2.82M 0.02% +50,954 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,725 shares; 2024Q4: 20,729 shares; 2025Q1: 21,700 shares; 2025Q2: 22,142 shares 22,142 $2.81M 0.02% +442 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,534 shares; 2024Q4: 33,154 shares; 2025Q1: 29,656 shares; 2025Q2: 30,993 shares 30,993 $2.79M 0.02% +1,337 Timeline PHDG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,914 shares; 2024Q4: 103,987 shares; 2025Q1: 102,571 shares; 2025Q2: 79,058 shares 79,058 $2.79M 0.02% -23,513 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 26,234 shares; 2025Q1: 26,546 shares; 2025Q2: 26,746 shares 26,746 $2.79M 0.02% +200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 588 shares; 2025Q1: 866 shares; 2025Q2: 5,183 shares 5,183 $2.78M 0.01% +4,317 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,855 shares; 2024Q4: 41,153 shares; 2025Q1: 41,010 shares; 2025Q2: 37,745 shares 37,745 $2.77M 0.01% -3,265 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,820 shares; 2024Q4: 135,513 shares; 2025Q1: 134,363 shares; 2025Q2: 132,710 shares 132,710 $2.77M 0.01% -1,653 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 27,755 shares; 2025Q1: 29,220 shares; 2025Q2: 28,987 shares 28,987 $2.76M 0.01% -233 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,146 shares; 2024Q4: 126,446 shares; 2025Q1: 119,446 shares; 2025Q2: 119,446 shares 119,446 $2.75M 0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,592 shares 45,592 $2.75M 0.01% new Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,952 shares; 2024Q4: 70,409 shares; 2025Q1: 78,544 shares; 2025Q2: 68,917 shares 68,917 $2.74M 0.01% -9,627 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,696 shares; 2025Q1: 11,980 shares; 2025Q2: 16,330 shares 16,330 $2.74M 0.01% +4,350 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,266 shares; 2024Q4: 109,902 shares; 2025Q1: 109,213 shares; 2025Q2: 91,010 shares 91,010 $2.74M 0.01% -18,203 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,116 shares; 2024Q4: 67,281 shares; 2025Q1: 128,550 shares; 2025Q2: 83,568 shares 83,568 $2.73M 0.01% -44,982 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,285 shares; 2024Q4: 104,749 shares; 2025Q1: 69,944 shares; 2025Q2: 54,394 shares 54,394 $2.73M 0.01% -15,550 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,988 shares; 2024Q4: 27,682 shares; 2025Q1: 24,043 shares; 2025Q2: 26,052 shares 26,052 $2.72M 0.01% +2,009 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 3,405 shares; 2025Q1: 4,721 shares; 2025Q2: 5,554 shares 5,554 $2.71M 0.01% +833 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,568 shares; 2024Q4: 86,837 shares; 2025Q1: 76,650 shares; 2025Q2: 96,417 shares 96,417 $2.71M 0.01% +19,767 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 12,662 shares; 2025Q1: 12,808 shares; 2025Q2: 12,385 shares 12,385 $2.71M 0.01% -423 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,792 shares; 2024Q4: 63,820 shares; 2025Q1: 58,730 shares; 2025Q2: 54,978 shares 54,978 $2.7M 0.01% -3,752 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,802 shares; 2024Q4: 174,046 shares; 2025Q1: 116,013 shares; 2025Q2: 113,562 shares 113,562 $2.7M 0.01% -2,451 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,870 shares; 2024Q4: 55,296 shares; 2025Q1: 56,376 shares; 2025Q2: 58,605 shares 58,605 $2.7M 0.01% +2,229 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,506 shares; 2024Q4: 186,448 shares; 2025Q1: 76,101 shares; 2025Q2: 77,719 shares 77,719 $2.7M 0.01% +1,618 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,060 shares; 2024Q4: 117,546 shares; 2025Q1: 170,924 shares; 2025Q2: 200,068 shares 200,068 $2.7M 0.01% +29,144 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,034 shares; 2024Q4: 194,789 shares; 2025Q1: 199,201 shares; 2025Q2: 216,583 shares 216,583 $2.7M 0.01% +17,382 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,351 shares; 2024Q4: 155,552 shares; 2025Q1: 139,221 shares; 2025Q2: 116,538 shares 116,538 $2.69M 0.01% -22,683 KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,185 shares; 2024Q4: 38,652 shares; 2025Q1: 43,965 shares; 2025Q2: 57,052 shares 57,052 $2.69M 0.01% +13,087 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,486 shares; 2024Q4: 35,242 shares; 2025Q1: 104,307 shares; 2025Q2: 33,817 shares 33,817 $2.68M 0.01% -70,490 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,315 shares; 2024Q4: 70,017 shares; 2025Q1: 62,827 shares; 2025Q2: 61,839 shares 61,839 $2.68M 0.01% -988 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,381 shares; 2024Q4: 41,804 shares; 2025Q1: 41,386 shares; 2025Q2: 44,679 shares 44,679 $2.68M 0.01% +3,293 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,087 shares; 2024Q4: 25,128 shares; 2025Q1: 25,598 shares; 2025Q2: 25,338 shares 25,338 $2.68M 0.01% -260 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,700 shares; 2024Q4: 19,357 shares; 2025Q1: 21,004 shares; 2025Q2: 19,236 shares 19,236 $2.68M 0.01% -1,768 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,206 shares; 2025Q1: 35,191 shares; 2025Q2: 54,997 shares 54,997 $2.68M 0.01% +19,806 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,721 shares; 2024Q4: 88,605 shares; 2025Q1: 63,286 shares; 2025Q2: 82,633 shares 82,633 $2.67M 0.01% +19,347 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,519 shares; 2025Q1: 8,812 shares; 2025Q2: 8,564 shares 8,564 $2.67M 0.01% -248 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,069 shares; 2024Q4: 28,599 shares; 2025Q1: 30,821 shares; 2025Q2: 32,994 shares 32,994 $2.66M 0.01% +2,173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,624 shares; 2025Q1: 6,917 shares; 2025Q2: 6,535 shares 6,535 $2.66M 0.01% -382 DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,941 shares; 2024Q4: 100,496 shares; 2025Q1: 95,795 shares; 2025Q2: 100,211 shares 100,211 $2.65M 0.01% +4,416 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,442 shares; 2024Q4: 28,794 shares; 2025Q1: 37,118 shares; 2025Q2: 39,303 shares 39,303 $2.65M 0.01% +2,185 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,543 shares; 2024Q4: 26,661 shares; 2025Q1: 50,642 shares; 2025Q2: 47,250 shares 47,250 $2.65M 0.01% -3,392 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,109 shares; 2025Q2: 141,581 shares 141,581 $2.64M 0.01% +117,472 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,454 shares; 2024Q4: 57,199 shares; 2025Q1: 55,861 shares; 2025Q2: 54,038 shares 54,038 $2.63M 0.01% -1,823 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,470 shares; 2024Q4: 61,374 shares; 2025Q1: 61,493 shares; 2025Q2: 65,970 shares 65,970 $2.61M 0.01% +4,477 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,646 shares; 2025Q1: 250,471 shares; 2025Q2: 189,471 shares 189,471 $2.59M 0.01% -61,000 Timeline ECOFIN SUSTAINABLE & SOC IM… ECOFIN SUSTAINABLE & SOC IMP T More: the full row for ECOFIN SUSTAINABLE & SOC IMP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,100 shares; 2024Q4: 154,900 shares; 2025Q1: 177,400 shares; 2025Q2: 211,150 shares 211,150 $2.59M 0.01% +33,750 CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,171 shares 151,171 $2.58M 0.01% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,241 shares; 2024Q4: 134,334 shares; 2025Q1: 126,381 shares; 2025Q2: 119,079 shares 119,079 $2.58M 0.01% -7,302 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,121 shares; 2024Q4: 52,030 shares; 2025Q1: 82,054 shares; 2025Q2: 81,535 shares 81,535 $2.57M 0.01% -519 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,418 shares; 2024Q4: 93,295 shares; 2025Q1: 86,923 shares; 2025Q2: 84,426 shares 84,426 $2.55M 0.01% -2,497 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,540 shares; 2024Q4: 19,766 shares; 2025Q1: 19,584 shares; 2025Q2: 23,711 shares 23,711 $2.55M 0.01% +4,127 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,915 shares; 2024Q4: 148,763 shares; 2025Q1: 155,805 shares; 2025Q2: 177,553 shares 177,553 $2.54M 0.01% +21,748 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,094 shares; 2024Q4: 21,371 shares; 2025Q1: 22,439 shares; 2025Q2: 22,886 shares 22,886 $2.53M 0.01% +447 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,853 shares; 2024Q4: 359,636 shares; 2025Q1: 464,303 shares; 2025Q2: 572,887 shares 572,887 $2.51M 0.01% +108,584 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,699 shares; 2024Q4: 65,618 shares; 2025Q1: 71,754 shares; 2025Q2: 86,778 shares 86,778 $2.5M 0.01% +15,024 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 18,147 shares; 2025Q1: 16,780 shares; 2025Q2: 16,878 shares 16,878 $2.5M 0.01% +98 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,807 shares; 2025Q1: 17,569 shares; 2025Q2: 25,133 shares 25,133 $2.49M 0.01% +7,564 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,255 shares; 2024Q4: 43,739 shares; 2025Q1: 45,734 shares; 2025Q2: 51,153 shares 51,153 $2.49M 0.01% +5,419 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,419 shares; 2024Q4: 24,074 shares; 2025Q1: 24,663 shares; 2025Q2: 29,330 shares 29,330 $2.49M 0.01% +4,667 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,332 shares; 2024Q4: 9,959 shares; 2025Q1: 10,085 shares; 2025Q2: 8,063 shares 8,063 $2.48M 0.01% -2,022 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,315 shares; 2024Q4: 34,105 shares; 2025Q1: 29,052 shares; 2025Q2: 25,001 shares 25,001 $2.46M 0.01% -4,051 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,866 shares; 2024Q4: 48,525 shares; 2025Q1: 49,457 shares; 2025Q2: 51,457 shares 51,457 $2.46M 0.01% +2,000 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,797 shares; 2024Q4: 58,186 shares; 2025Q1: 54,843 shares; 2025Q2: 54,391 shares 54,391 $2.43M 0.01% -452 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,903 shares; 2024Q4: 16,103 shares; 2025Q1: 14,869 shares; 2025Q2: 16,829 shares 16,829 $2.43M 0.01% +1,960 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,056 shares; 2024Q4: 21,103 shares; 2025Q1: 20,458 shares; 2025Q2: 17,792 shares 17,792 $2.43M 0.01% -2,666 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,162 shares 48,162 $2.42M 0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: not reported; 2025Q1: 7,010 shares; 2025Q2: 50,102 shares 50,102 $2.41M 0.01% +43,092 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,867 shares; 2024Q4: 33,168 shares; 2025Q1: 35,791 shares; 2025Q2: 34,073 shares 34,073 $2.4M 0.01% -1,718 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,898 shares; 2024Q4: 21,030 shares; 2025Q1: 21,066 shares; 2025Q2: 38,932 shares 38,932 $2.4M 0.01% +17,866 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,743 shares; 2025Q2: 82,010 shares 82,010 $2.39M 0.01% +4,267 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,468 shares; 2024Q4: 78,144 shares; 2025Q1: 78,298 shares; 2025Q2: 79,348 shares 79,348 $2.39M 0.01% +1,050 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 9,256 shares; 2025Q1: 9,284 shares; 2025Q2: 11,378 shares 11,378 $2.39M 0.01% +2,094 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,786 shares; 2024Q4: 137,195 shares; 2025Q1: 156,122 shares; 2025Q2: 158,192 shares 158,192 $2.38M 0.01% +2,070 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,963 shares; 2024Q4: 243,504 shares; 2025Q1: 253,166 shares; 2025Q2: 253,166 shares 253,166 $2.38M 0.01% 0 HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,956 shares; 2024Q4: 56,349 shares; 2025Q1: 58,338 shares; 2025Q2: 80,752 shares 80,752 $2.38M 0.01% +22,414 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,000 shares; 2025Q1: 7,251 shares; 2025Q2: 8,631 shares 8,631 $2.38M 0.01% +1,380 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,436 shares; 2024Q4: 69,516 shares; 2025Q1: 70,063 shares; 2025Q2: 74,350 shares 74,350 $2.38M 0.01% +4,287 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,638 shares; 2024Q4: 547,953 shares; 2025Q1: 524,938 shares; 2025Q2: 470,034 shares 470,034 $2.37M 0.01% -54,904 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 23,335 shares; 2025Q1: 25,351 shares; 2025Q2: 25,244 shares 25,244 $2.37M 0.01% -107 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,021 shares; 2024Q4: 54,698 shares; 2025Q1: 53,752 shares; 2025Q2: 76,182 shares 76,182 $2.37M 0.01% +22,430 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,828 shares; 2024Q4: 172,946 shares; 2025Q1: 187,565 shares; 2025Q2: 189,225 shares 189,225 $2.37M 0.01% +1,660 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 13,643 shares; 2025Q1: 13,881 shares; 2025Q2: 11,978 shares 11,978 $2.36M 0.01% -1,903 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,077 shares; 2024Q4: 94,316 shares; 2025Q1: 86,947 shares; 2025Q2: 55,263 shares 55,263 $2.35M 0.01% -31,684 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,864 shares; 2024Q4: 164,648 shares; 2025Q1: 194,175 shares; 2025Q2: 215,741 shares 215,741 $2.34M 0.01% +21,566 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,948 shares; 2024Q4: 15,525 shares; 2025Q1: 15,517 shares; 2025Q2: 17,601 shares 17,601 $2.33M 0.01% +2,084 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,706 shares; 2024Q4: 117,972 shares; 2025Q1: 117,855 shares; 2025Q2: 118,742 shares 118,742 $2.33M 0.01% +887 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,019 shares; 2024Q4: 29,313 shares; 2025Q1: 24,776 shares; 2025Q2: 23,893 shares 23,893 $2.32M 0.01% -883 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 12,305 shares; 2025Q1: 12,475 shares; 2025Q2: 13,530 shares 13,530 $2.31M 0.01% +1,055 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,126 shares; 2024Q4: 14,751 shares; 2025Q1: 15,730 shares; 2025Q2: 16,604 shares 16,604 $2.3M 0.01% +874 FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,185 shares; 2024Q4: 17,060 shares; 2025Q1: 15,759 shares; 2025Q2: 15,829 shares 15,829 $2.29M 0.01% +70 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,914 shares; 2024Q4: 131,149 shares; 2025Q1: 140,565 shares; 2025Q2: 125,405 shares 125,405 $2.29M 0.01% -15,160 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,746 shares; 2025Q1: 5,479 shares; 2025Q2: 5,604 shares 5,604 $2.29M 0.01% +125 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 18,454 shares; 2025Q1: 25,250 shares; 2025Q2: 27,519 shares 27,519 $2.29M 0.01% +2,269 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 12,928 shares; 2025Q1: 11,666 shares; 2025Q2: 10,459 shares 10,459 $2.29M 0.01% -1,207 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,056 shares; 2024Q4: 29,393 shares; 2025Q1: 30,396 shares; 2025Q2: 47,373 shares 47,373 $2.28M 0.01% +16,977 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,491 shares; 2025Q1: 6,359 shares; 2025Q2: 6,370 shares 6,370 $2.27M 0.01% +11 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 23,287 shares; 2025Q1: 23,484 shares; 2025Q2: 23,644 shares 23,644 $2.27M 0.01% +160 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,558 shares; 2025Q2: 23,922 shares 23,922 $2.27M 0.01% -3,636 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,639 shares; 2024Q4: 59,662 shares; 2025Q1: 53,398 shares; 2025Q2: 47,060 shares 47,060 $2.27M 0.01% -6,338 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,482 shares; 2024Q4: 30,527 shares; 2025Q1: 29,656 shares; 2025Q2: 30,431 shares 30,431 $2.27M 0.01% +775 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,955 shares; 2024Q4: 114,020 shares; 2025Q1: 106,811 shares; 2025Q2: 115,773 shares 115,773 $2.26M 0.01% +8,962 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,330 shares; 2024Q4: 36,921 shares; 2025Q1: 41,802 shares; 2025Q2: 38,798 shares 38,798 $2.26M 0.01% -3,004 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,498 shares; 2025Q1: 6,307 shares; 2025Q2: 6,435 shares 6,435 $2.26M 0.01% +128 LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 45,398 shares; 2025Q1: 56,843 shares; 2025Q2: 64,593 shares 64,593 $2.23M 0.01% +7,750 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,283 shares; 2024Q4: 30,090 shares; 2025Q1: 29,930 shares; 2025Q2: 29,773 shares 29,773 $2.23M 0.01% -157 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,626 shares; 2025Q1: 28,228 shares; 2025Q2: 26,862 shares 26,862 $2.23M 0.01% -1,366 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,733 shares; 2024Q4: 73,412 shares; 2025Q1: 70,935 shares; 2025Q2: 64,948 shares 64,948 $2.21M 0.01% -5,987 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,015 shares 107,015 $2.2M 0.01% new Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,893 shares; 2024Q4: 147,396 shares; 2025Q1: 155,075 shares; 2025Q2: 162,777 shares 162,777 $2.2M 0.01% +7,702 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,056 shares 84,056 $2.19M 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,762 shares; 2024Q4: 93,119 shares; 2025Q1: 82,874 shares; 2025Q2: 81,246 shares 81,246 $2.19M 0.01% -1,628 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,278 shares; 2025Q2: 44,967 shares 44,967 $2.19M 0.01% +13,689 Timeline KRANESHARES TRUST KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,511 shares; 2024Q4: 165,615 shares; 2025Q1: 166,256 shares; 2025Q2: 174,445 shares 174,445 $2.18M 0.01% +8,189 XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,648 shares; 2024Q4: 43,751 shares; 2025Q1: 36,722 shares; 2025Q2: 32,430 shares 32,430 $2.18M 0.01% -4,292 Timeline CDX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,318 shares 93,318 $2.18M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,443 shares; 2024Q4: 289,973 shares; 2025Q1: 333,649 shares; 2025Q2: 319,295 shares 319,295 $2.17M 0.01% -14,354 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,223 shares; 2025Q2: 59,311 shares 59,311 $2.17M 0.01% +1,088 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,572 shares; 2024Q4: 90,950 shares; 2025Q1: 110,325 shares; 2025Q2: 92,851 shares 92,851 $2.17M 0.01% -17,474 MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,467 shares; 2025Q1: 3,317 shares; 2025Q2: 4,303 shares 4,303 $2.16M 0.01% +986 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,089 shares; 2024Q4: 18,042 shares; 2025Q1: 16,687 shares; 2025Q2: 16,150 shares 16,150 $2.15M 0.01% -537 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,508 shares; 2024Q4: 149,450 shares; 2025Q1: 152,099 shares; 2025Q2: 154,815 shares 154,815 $2.15M 0.01% +2,716 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 560 shares; 2025Q1: 537 shares; 2025Q2: 577 shares 577 $2.14M 0.01% +40 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 19,707 shares; 2025Q1: 20,030 shares; 2025Q2: 20,277 shares 20,277 $2.14M 0.01% +247 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,322 shares; 2024Q4: 12,917 shares; 2025Q1: 8,475 shares; 2025Q2: 45,927 shares 45,927 $2.11M 0.01% +37,452 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,570 shares; 2024Q4: 53,089 shares; 2025Q1: 51,750 shares; 2025Q2: 48,760 shares 48,760 $2.11M 0.01% -2,990 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,110 shares; 2024Q4: 599,700 shares; 2025Q1: 663,880 shares; 2025Q2: 1,002,680 shares 1,002,680 $2.1M 0.01% +338,800 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,451 shares; 2024Q4: 11,577 shares; 2025Q1: 36,367 shares; 2025Q2: 41,749 shares 41,749 $2.1M 0.01% +5,382 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,127 shares; 2024Q4: 38,037 shares; 2025Q1: 34,018 shares; 2025Q2: 31,446 shares 31,446 $2.09M 0.01% -2,572 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 9,255 shares; 2025Q1: 8,231 shares; 2025Q2: 7,951 shares 7,951 $2.09M 0.01% -280 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 9,486 shares; 2025Q1: 9,241 shares; 2025Q2: 10,708 shares 10,708 $2.09M 0.01% +1,467 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,893 shares; 2025Q1: 8,781 shares; 2025Q2: 8,470 shares 8,470 $2.08M 0.01% -311 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,081 shares; 2025Q1: 4,977 shares; 2025Q2: 5,064 shares 5,064 $2.07M 0.01% +87 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,654 shares; 2024Q4: 53,160 shares; 2025Q1: 79,266 shares; 2025Q2: 80,768 shares 80,768 $2.06M 0.01% +1,502 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,688 shares; 2024Q4: 16,524 shares; 2025Q1: 14,176 shares; 2025Q2: 14,877 shares 14,877 $2.06M 0.01% +701 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,103 shares; 2024Q4: 29,786 shares; 2025Q1: 26,012 shares; 2025Q2: 29,427 shares 29,427 $2.06M 0.01% +3,415 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,677 shares; 2024Q4: 16,493 shares; 2025Q1: 13,924 shares; 2025Q2: 13,996 shares 13,996 $2.05M 0.01% +72 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,057 shares; 2024Q4: 210,632 shares; 2025Q1: 75,489 shares; 2025Q2: 54,132 shares 54,132 $2.05M 0.01% -21,357 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,816 shares; 2024Q4: 25,842 shares; 2025Q1: 25,771 shares; 2025Q2: 25,808 shares 25,808 $2.05M 0.01% +37 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 13,533 shares; 2025Q1: 13,052 shares; 2025Q2: 11,735 shares 11,735 $2.05M 0.01% -1,317 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,904 shares; 2025Q1: 44,375 shares; 2025Q2: 41,014 shares 41,014 $2.04M 0.01% -3,361 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,059 shares; 2024Q4: 18,596 shares; 2025Q1: 18,755 shares; 2025Q2: 17,867 shares 17,867 $2.04M 0.01% -888 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,084 shares; 2024Q4: 42,805 shares; 2025Q1: 42,127 shares; 2025Q2: 43,070 shares 43,070 $2.04M 0.01% +943 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,711 shares; 2024Q4: 26,723 shares; 2025Q1: 25,282 shares; 2025Q2: 23,867 shares 23,867 $2.04M 0.01% -1,415 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,262 shares; 2024Q4: 83,002 shares; 2025Q1: 88,910 shares; 2025Q2: 92,201 shares 92,201 $2.04M 0.01% +3,291 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 70,765 shares; 2025Q1: 81,589 shares; 2025Q2: 64,019 shares 64,019 $2.03M 0.01% -17,570 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,813 shares; 2024Q4: 21,404 shares; 2025Q1: 19,949 shares; 2025Q2: 20,495 shares 20,495 $2.03M 0.01% +546 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,291 shares; 2024Q4: 27,181 shares; 2025Q1: 152,475 shares; 2025Q2: 40,736 shares 40,736 $2.03M 0.01% -111,739 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,508 shares; 2024Q4: 12,615 shares; 2025Q1: 12,851 shares; 2025Q2: 12,919 shares 12,919 $2.03M 0.01% +68 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,224 shares; 2025Q1: 6,796 shares; 2025Q2: 6,722 shares 6,722 $2.02M 0.01% -74 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,147 shares; 2024Q4: 41,930 shares; 2025Q1: 21,476 shares; 2025Q2: 20,705 shares 20,705 $2.01M 0.01% -771 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,159 shares; 2024Q4: 101,872 shares; 2025Q1: 107,595 shares; 2025Q2: 106,961 shares 106,961 $2.01M 0.01% -634 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,816 shares; 2024Q4: 29,811 shares; 2025Q1: 28,925 shares; 2025Q2: 25,843 shares 25,843 $2.01M 0.01% -3,082 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,763 shares; 2024Q4: 43,041 shares; 2025Q1: 43,381 shares; 2025Q2: 40,088 shares 40,088 $2.01M 0.01% -3,293 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,834 shares; 2024Q4: 142,329 shares; 2025Q1: 128,186 shares; 2025Q2: 88,805 shares 88,805 $2.01M 0.01% -39,381 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,316 shares; 2024Q4: 22,611 shares; 2025Q1: 20,360 shares; 2025Q2: 19,503 shares 19,503 $2M 0.01% -857 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 26,055 shares; 2025Q1: 26,131 shares; 2025Q2: 26,999 shares 26,999 $2M 0.01% +868 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,342 shares; 2024Q4: 61,359 shares; 2025Q1: 63,801 shares; 2025Q2: 62,666 shares 62,666 $2M 0.01% -1,135 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,703 shares; 2025Q1: 3,792 shares; 2025Q2: 3,912 shares 3,912 $2M 0.01% +120 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,134 shares; 2024Q4: 49,498 shares; 2025Q1: 46,914 shares; 2025Q2: 40,534 shares 40,534 $1.99M 0.01% -6,380 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,733 shares; 2024Q4: 46,287 shares; 2025Q1: 44,614 shares; 2025Q2: 37,186 shares 37,186 $1.99M 0.01% -7,428 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,283 shares; 2025Q1: 11,102 shares; 2025Q2: 12,072 shares 12,072 $1.99M 0.01% +970 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 16,693 shares; 2025Q1: 17,131 shares; 2025Q2: 19,003 shares 19,003 $1.97M 0.01% +1,872 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,438 shares; 2025Q1: 1,574 shares; 2025Q2: 1,886 shares 1,886 $1.96M 0.01% +312 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,835 shares; 2024Q4: 187,455 shares; 2025Q1: 194,618 shares; 2025Q2: 212,755 shares 212,755 $1.96M 0.01% +18,137 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 4,062 shares; 2025Q1: not reported; 2025Q2: 15,805 shares 15,805 $1.94M 0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,940 shares; 2024Q4: 15,961 shares; 2025Q1: 13,997 shares; 2025Q2: 12,175 shares 12,175 $1.94M 0.01% -1,822 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,461 shares; 2025Q1: 37,273 shares; 2025Q2: 59,855 shares 59,855 $1.91M 0.01% +22,582 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,219 shares; 2024Q4: 34,355 shares; 2025Q1: 29,761 shares; 2025Q2: 22,548 shares 22,548 $1.91M 0.01% -7,213 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,914 shares; 2024Q4: 212,764 shares; 2025Q1: 214,446 shares; 2025Q2: 215,508 shares 215,508 $1.91M 0.01% +1,062 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,501 shares; 2024Q4: 117,782 shares; 2025Q1: 116,971 shares; 2025Q2: 134,663 shares 134,663 $1.91M 0.01% +17,692 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,990 shares; 2024Q4: 44,671 shares; 2025Q1: 44,404 shares; 2025Q2: 35,593 shares 35,593 $1.91M 0.01% -8,811 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,008 shares; 2025Q1: 27,163 shares; 2025Q2: 26,585 shares 26,585 $1.9M 0.01% -578 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,047 shares; 2024Q4: 27,148 shares; 2025Q1: 26,324 shares; 2025Q2: 31,068 shares 31,068 $1.89M 0.01% +4,744 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 4,342 shares; 2025Q1: 5,215 shares; 2025Q2: 6,452 shares 6,452 $1.89M 0.01% +1,237 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 4,714 shares; 2025Q1: 26,985 shares; 2025Q2: 31,970 shares 31,970 $1.89M 0.01% +4,985 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 29,798 shares; 2025Q1: 25,579 shares; 2025Q2: 25,445 shares 25,445 $1.89M 0.01% -134 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,151 shares; 2025Q1: 4,280 shares; 2025Q2: 4,484 shares 4,484 $1.88M 0.01% +204 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 7,401 shares; 2025Q1: 6,669 shares; 2025Q2: 6,590 shares 6,590 $1.88M 0.01% -79 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,902 shares 103,902 $1.88M 0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,542 shares; 2025Q2: 75,140 shares 75,140 $1.87M 0.01% +12,598 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,264 shares; 2024Q4: 30,635 shares; 2025Q1: 37,610 shares; 2025Q2: 47,368 shares 47,368 $1.87M 0.01% +9,758 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 20,393 shares; 2025Q1: 20,711 shares; 2025Q2: 7,864 shares 7,864 $1.87M 0.01% -12,847 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 11,331 shares; 2025Q1: 16,336 shares; 2025Q2: 13,152 shares 13,152 $1.87M 0.01% -3,184 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,284 shares 85,284 $1.86M 0.01% new Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 17,666 shares; 2025Q1: 17,036 shares; 2025Q2: 16,483 shares 16,483 $1.86M 0.01% -553 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 13,784 shares; 2025Q1: 12,822 shares; 2025Q2: 11,442 shares 11,442 $1.86M 0.01% -1,380 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 9,642 shares; 2025Q1: 5,436 shares; 2025Q2: 5,922 shares 5,922 $1.86M 0.01% +486 Timeline