ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 13,544 shares; 2025Q1: 13,562 shares; 2025Q2: 14,110 shares 14,110 $1.86M 0.01% +548 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 15,497 shares; 2025Q1: 18,162 shares; 2025Q2: 26,969 shares 26,969 $1.85M 0.01% +8,807 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,125 shares; 2024Q4: 27,528 shares; 2025Q1: 25,751 shares; 2025Q2: 38,728 shares 38,728 $1.85M 0.01% +12,977 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 9,345 shares; 2025Q1: 9,725 shares; 2025Q2: 10,077 shares 10,077 $1.85M 0.01% +352 Timeline NULV 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: 41,780 shares; 2024Q4: 42,475 shares; 2025Q1: 39,777 shares; 2025Q2: 44,035 shares 44,035 $1.85M 0.01% +4,258 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,584 shares; 2024Q4: 164,018 shares; 2025Q1: 163,354 shares; 2025Q2: 171,943 shares 171,943 $1.84M 0.01% +8,589 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,431 shares; 2024Q4: 22,819 shares; 2025Q1: 23,898 shares; 2025Q2: 26,399 shares 26,399 $1.84M 0.01% +2,501 Timeline COPX 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: 53,318 shares; 2024Q4: 46,648 shares; 2025Q1: 43,649 shares; 2025Q2: 40,736 shares 40,736 $1.83M 0.01% -2,913 Timeline FXL 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: 13,778 shares; 2024Q4: 12,090 shares; 2025Q1: 11,635 shares; 2025Q2: 11,633 shares 11,633 $1.83M 0.01% -2 Timeline QSIG 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: 39,837 shares; 2024Q4: 37,487 shares; 2025Q1: 36,934 shares; 2025Q2: 37,511 shares 37,511 $1.83M 0.01% +577 Timeline SCHO 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: 46,190 shares; 2024Q4: 112,646 shares; 2025Q1: 68,467 shares; 2025Q2: 74,832 shares 74,832 $1.82M 0.01% +6,365 Timeline IONQ IONQ INC More: the full row for IONQ 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: 9,457 shares; 2025Q1: 102,465 shares; 2025Q2: 42,373 shares 42,373 $1.82M 0.01% -60,092 Timeline JSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,571 shares 34,571 $1.82M 0.01% new Timeline NUBD 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: 109,567 shares; 2024Q4: 87,043 shares; 2025Q1: 83,691 shares; 2025Q2: 81,611 shares 81,611 $1.82M 0.01% -2,080 Timeline RSPF 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: 40,153 shares; 2024Q4: 38,182 shares; 2025Q1: 36,495 shares; 2025Q2: 23,859 shares 23,859 $1.82M 0.01% -12,636 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,642 shares; 2025Q2: 81,320 shares 81,320 $1.81M 0.01% +58,678 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 21,326 shares; 2025Q1: 23,801 shares; 2025Q2: 23,138 shares 23,138 $1.81M 0.01% -663 Timeline BSJR 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: 37,921 shares; 2024Q4: 41,404 shares; 2025Q1: 70,103 shares; 2025Q2: 79,464 shares 79,464 $1.8M 0.01% +9,361 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,497 shares; 2025Q1: 9,513 shares; 2025Q2: 11,697 shares 11,697 $1.8M 0.01% +2,184 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,253 shares; 2024Q4: 31,346 shares; 2025Q1: 25,434 shares; 2025Q2: 25,026 shares 25,026 $1.8M 0.01% -408 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 58,055 shares; 2025Q1: 71,690 shares; 2025Q2: 178,762 shares 178,762 $1.8M 0.01% +107,072 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,887 shares; 2024Q4: 38,850 shares; 2025Q1: 51,898 shares; 2025Q2: 35,650 shares 35,650 $1.79M 0.01% -16,248 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,153 shares; 2024Q4: 139,231 shares; 2025Q1: 109,952 shares; 2025Q2: 137,404 shares 137,404 $1.79M 0.01% +27,452 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,963 shares; 2024Q4: 129,455 shares; 2025Q1: 141,283 shares; 2025Q2: 75,091 shares 75,091 $1.79M 0.01% -66,192 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,108 shares; 2024Q4: 274,118 shares; 2025Q1: 233,978 shares; 2025Q2: 245,600 shares 245,600 $1.78M 0.01% +11,622 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,066 shares; 2025Q1: 13,755 shares; 2025Q2: 15,585 shares 15,585 $1.78M 0.01% +1,830 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,519 shares; 2025Q1: 5,429 shares; 2025Q2: 5,088 shares 5,088 $1.78M 0.01% -341 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,614 shares; 2024Q4: 62,979 shares; 2025Q1: 66,346 shares; 2025Q2: 73,138 shares 73,138 $1.78M 0.01% +6,792 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,447 shares; 2024Q4: 11,954 shares; 2025Q1: 11,310 shares; 2025Q2: 13,479 shares 13,479 $1.77M 0.01% +2,169 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 8,167 shares; 2025Q1: 8,962 shares; 2025Q2: 11,212 shares 11,212 $1.77M 0.01% +2,250 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,768 shares; 2024Q4: 54,813 shares; 2025Q1: 47,692 shares; 2025Q2: 46,053 shares 46,053 $1.77M 0.01% -1,639 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,592 shares; 2024Q4: 33,195 shares; 2025Q1: 34,487 shares; 2025Q2: 32,615 shares 32,615 $1.76M 0.01% -1,872 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,857 shares; 2025Q1: 2,887 shares; 2025Q2: 2,967 shares 2,967 $1.76M 0.01% +80 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,159 shares; 2024Q4: 34,067 shares; 2025Q1: 33,463 shares; 2025Q2: 33,579 shares 33,579 $1.75M 0.01% +116 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,582 shares; 2024Q4: 192,929 shares; 2025Q1: 188,163 shares; 2025Q2: 189,408 shares 189,408 $1.75M 0.01% +1,245 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,239 shares; 2024Q4: 21,858 shares; 2025Q1: 26,472 shares; 2025Q2: 24,857 shares 24,857 $1.75M 0.01% -1,615 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: not reported; 2025Q1: 17,492 shares; 2025Q2: 16,665 shares 16,665 $1.74M 0.01% -827 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,568 shares; 2024Q4: 33,715 shares; 2025Q1: 19,390 shares; 2025Q2: 19,322 shares 19,322 $1.74M 0.01% -68 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,725 shares; 2024Q4: 45,249 shares; 2025Q1: 39,432 shares; 2025Q2: 37,176 shares 37,176 $1.74M 0.01% -2,256 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 10,459 shares; 2025Q1: 10,715 shares; 2025Q2: 29,691 shares 29,691 $1.74M 0.01% +18,976 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,260 shares; 2024Q4: 51,340 shares; 2025Q1: 49,068 shares; 2025Q2: 16,506 shares 16,506 $1.74M 0.01% -32,562 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,001 shares; 2024Q4: 15,337 shares; 2025Q1: 14,871 shares; 2025Q2: 15,277 shares 15,277 $1.73M 0.01% +406 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 23,271 shares; 2025Q1: 23,361 shares; 2025Q2: 20,178 shares 20,178 $1.73M 0.01% -3,183 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,394 shares; 2024Q4: 257,562 shares; 2025Q1: 251,269 shares; 2025Q2: 69,757 shares 69,757 $1.72M 0.01% -181,512 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,610 shares; 2024Q4: 37,011 shares; 2025Q1: 36,118 shares; 2025Q2: 36,692 shares 36,692 $1.7M 0.01% +574 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,056 shares; 2024Q4: 174,006 shares; 2025Q1: 169,861 shares; 2025Q2: 90,170 shares 90,170 $1.7M 0.01% -79,691 Timeline DFSU 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: 53,521 shares; 2024Q4: 41,577 shares; 2025Q1: 42,093 shares; 2025Q2: 43,007 shares 43,007 $1.69M 0.01% +914 Timeline URA 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: 44,147 shares; 2024Q4: 113,784 shares; 2025Q1: 47,914 shares; 2025Q2: 43,489 shares 43,489 $1.69M 0.01% -4,425 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,144 shares 32,144 $1.68M 0.01% new Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,821 shares; 2025Q2: 62,691 shares 62,691 $1.68M 0.01% +870 Timeline IBTK 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: 83,299 shares; 2024Q4: 83,897 shares; 2025Q1: 85,795 shares; 2025Q2: 84,418 shares 84,418 $1.67M 0.01% -1,377 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 4,572 shares; 2025Q1: 4,722 shares; 2025Q2: 4,063 shares 4,063 $1.67M 0.01% -659 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,798 shares; 2024Q4: 153,783 shares; 2025Q1: 120,315 shares; 2025Q2: 95,283 shares 95,283 $1.66M 0.01% -25,032 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,868 shares; 2024Q4: 44,670 shares; 2025Q1: 45,563 shares; 2025Q2: 45,977 shares 45,977 $1.66M 0.01% +414 Timeline IMTM 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: 17,818 shares; 2025Q2: 36,110 shares 36,110 $1.65M 0.01% +18,292 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,920 shares; 2024Q4: 83,307 shares; 2025Q1: 121,434 shares; 2025Q2: 263,339 shares 263,339 $1.64M 0.01% +141,905 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 12,193 shares; 2025Q1: 9,574 shares; 2025Q2: 9,331 shares 9,331 $1.64M 0.01% -243 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 11,505 shares; 2025Q1: 14,659 shares; 2025Q2: 14,506 shares 14,506 $1.64M 0.01% -153 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,264 shares; 2024Q4: 52,617 shares; 2025Q1: 52,916 shares; 2025Q2: 77,975 shares 77,975 $1.63M 0.01% +25,059 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 84,861 shares; 2025Q1: 82,133 shares; 2025Q2: 79,833 shares 79,833 $1.63M 0.01% -2,300 Timeline FVC 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: 56,135 shares; 2024Q4: 50,058 shares; 2025Q1: 46,032 shares; 2025Q2: 45,784 shares 45,784 $1.63M 0.01% -248 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 3,971 shares; 2025Q1: 3,735 shares; 2025Q2: 3,169 shares 3,169 $1.62M 0.01% -566 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,873 shares; 2024Q4: 74,549 shares; 2025Q1: 93,081 shares; 2025Q2: 121,176 shares 121,176 $1.62M 0.01% +28,095 Timeline FXU 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: 37,462 shares; 2024Q4: 22,211 shares; 2025Q1: 26,517 shares; 2025Q2: 38,223 shares 38,223 $1.62M 0.01% +11,706 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,471 shares 72,471 $1.61M 0.01% new Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES 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: not reported; 2025Q2: 70,072 shares 70,072 $1.59M 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,564 shares; 2024Q4: 16,771 shares; 2025Q1: 17,599 shares; 2025Q2: 18,447 shares 18,447 $1.59M 0.01% +848 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,724 shares; 2024Q4: 13,239 shares; 2025Q1: 13,140 shares; 2025Q2: 13,853 shares 13,853 $1.59M 0.01% +713 Timeline IVOV 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: 21,589 shares; 2024Q4: 20,148 shares; 2025Q1: 18,428 shares; 2025Q2: 16,647 shares 16,647 $1.59M 0.01% -1,781 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 12,121 shares; 2025Q1: 12,904 shares; 2025Q2: 13,082 shares 13,082 $1.59M 0.01% +178 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,924 shares; 2024Q4: 56,345 shares; 2025Q1: 65,467 shares; 2025Q2: 62,522 shares 62,522 $1.58M 0.01% -2,945 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 16,343 shares; 2025Q1: 15,736 shares; 2025Q2: 15,668 shares 15,668 $1.58M 0.01% -68 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,687 shares; 2024Q4: 29,758 shares; 2025Q1: 20,229 shares; 2025Q2: 19,739 shares 19,739 $1.58M 0.01% -490 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,884 shares; 2025Q1: 30,731 shares; 2025Q2: 34,303 shares 34,303 $1.58M 0.01% +3,572 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 4,805 shares; 2025Q1: 5,455 shares; 2025Q2: 5,172 shares 5,172 $1.57M 0.01% -283 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,771 shares; 2025Q1: 6,886 shares; 2025Q2: 8,177 shares 8,177 $1.57M 0.01% +1,291 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC 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: 4,014 shares; 2025Q1: 7,351 shares; 2025Q2: 22,925 shares 22,925 $1.55M 0.01% +15,574 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 10,181 shares; 2025Q1: 9,189 shares; 2025Q2: 8,870 shares 8,870 $1.54M 0.01% -319 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,189 shares; 2024Q4: 74,688 shares; 2025Q1: 62,564 shares; 2025Q2: 60,475 shares 60,475 $1.54M 0.01% -2,089 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 7,632 shares; 2025Q1: 10,138 shares; 2025Q2: 10,319 shares 10,319 $1.54M 0.01% +181 Timeline PINK 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: 49,001 shares; 2024Q4: 18,393 shares; 2025Q1: 18,144 shares; 2025Q2: 51,096 shares 51,096 $1.53M 0.01% +32,952 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,682 shares; 2024Q4: 36,507 shares; 2025Q1: 34,785 shares; 2025Q2: 36,345 shares 36,345 $1.53M 0.01% +1,560 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,886 shares; 2024Q4: 105,723 shares; 2025Q1: 98,830 shares; 2025Q2: 102,502 shares 102,502 $1.53M 0.01% +3,672 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 13,659 shares; 2025Q1: 13,453 shares; 2025Q2: 16,074 shares 16,074 $1.52M 0.01% +2,621 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 21,690 shares; 2025Q1: 18,923 shares; 2025Q2: 18,641 shares 18,641 $1.52M 0.01% -282 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,093 shares; 2024Q4: 49,487 shares; 2025Q1: 50,461 shares; 2025Q2: 134,403 shares 134,403 $1.52M 0.01% +83,942 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 23,679 shares; 2025Q1: 17,389 shares; 2025Q2: 17,255 shares 17,255 $1.52M 0.01% -134 Timeline RYLD 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: 91,717 shares; 2024Q4: 101,048 shares; 2025Q1: 100,550 shares; 2025Q2: 101,598 shares 101,598 $1.51M 0.01% +1,048 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,387 shares; 2024Q4: 59,227 shares; 2025Q1: 60,477 shares; 2025Q2: 64,885 shares 64,885 $1.51M 0.01% +4,408 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,765 shares; 2024Q4: 83,621 shares; 2025Q1: 81,667 shares; 2025Q2: 78,625 shares 78,625 $1.51M 0.01% -3,042 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 13,726 shares; 2025Q1: 9,105 shares; 2025Q2: 8,932 shares 8,932 $1.51M 0.01% -173 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,080 shares; 2025Q1: 1,959 shares; 2025Q2: 3,069 shares 3,069 $1.51M 0.01% +1,110 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,253 shares; 2024Q4: 15,325 shares; 2025Q1: 15,595 shares; 2025Q2: 23,654 shares 23,654 $1.5M 0.01% +8,059 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,245 shares; 2024Q4: 20,976 shares; 2025Q1: 40,810 shares; 2025Q2: 33,543 shares 33,543 $1.5M 0.01% -7,267 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,013 shares; 2025Q1: 5,851 shares; 2025Q2: 26,117 shares 26,117 $1.49M 0.01% +20,266 Timeline AOA 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: 17,945 shares; 2024Q4: 15,669 shares; 2025Q1: 15,608 shares; 2025Q2: 17,852 shares 17,852 $1.49M 0.01% +2,244 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,842 shares; 2024Q4: 40,158 shares; 2025Q1: 99,685 shares; 2025Q2: 111,704 shares 111,704 $1.49M 0.01% +12,019 Timeline CVSB 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: 7,825 shares; 2025Q1: 21,021 shares; 2025Q2: 29,253 shares 29,253 $1.48M 0.01% +8,232 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,972 shares; 2024Q4: 76,252 shares; 2025Q1: 83,537 shares; 2025Q2: 80,412 shares 80,412 $1.48M 0.01% -3,125 Timeline AOK 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: 16,467 shares; 2024Q4: 16,017 shares; 2025Q1: 15,884 shares; 2025Q2: 37,798 shares 37,798 $1.48M 0.01% +21,914 Timeline GSSC 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: 23,937 shares; 2024Q4: 24,339 shares; 2025Q1: 23,754 shares; 2025Q2: 21,427 shares 21,427 $1.47M 0.01% -2,327 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,526 shares; 2024Q4: 15,696 shares; 2025Q1: 15,035 shares; 2025Q2: 17,985 shares 17,985 $1.47M 0.01% +2,950 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 13,416 shares; 2025Q1: 18,230 shares; 2025Q2: 14,520 shares 14,520 $1.47M 0.01% -3,710 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,951 shares; 2024Q4: 20,296 shares; 2025Q1: 19,446 shares; 2025Q2: 20,428 shares 20,428 $1.47M 0.01% +982 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,011 shares; 2024Q4: 25,198 shares; 2025Q1: 25,020 shares; 2025Q2: 29,798 shares 29,798 $1.46M 0.01% +4,778 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,882 shares; 2024Q4: 16,148 shares; 2025Q1: 15,637 shares; 2025Q2: 19,847 shares 19,847 $1.46M 0.01% +4,210 Timeline QVMM 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: 34,150 shares; 2024Q4: 41,695 shares; 2025Q1: 47,297 shares; 2025Q2: 50,692 shares 50,692 $1.46M 0.01% +3,395 Timeline IDV 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: 52,422 shares; 2024Q4: 37,446 shares; 2025Q1: 38,938 shares; 2025Q2: 42,212 shares 42,212 $1.46M 0.01% +3,274 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,772 shares; 2024Q4: 84,145 shares; 2025Q1: 55,327 shares; 2025Q2: 54,861 shares 54,861 $1.46M 0.01% -466 Timeline KWEB 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: 26,752 shares; 2024Q4: 39,212 shares; 2025Q1: 39,299 shares; 2025Q2: 42,274 shares 42,274 $1.45M 0.01% +2,975 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,487 shares; 2024Q4: 31,936 shares; 2025Q1: 32,682 shares; 2025Q2: 30,032 shares 30,032 $1.45M 0.01% -2,650 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 8,976 shares; 2025Q1: 8,755 shares; 2025Q2: 8,935 shares 8,935 $1.45M 0.01% +180 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,271 shares; 2024Q4: 18,605 shares; 2025Q1: 17,945 shares; 2025Q2: 17,777 shares 17,777 $1.45M 0.01% -168 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 39,026 shares; 2025Q1: 38,911 shares; 2025Q2: 37,146 shares 37,146 $1.44M 0.01% -1,765 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 3,934 shares; 2025Q1: 5,833 shares; 2025Q2: 5,921 shares 5,921 $1.44M 0.01% +88 Timeline PSK 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: 60,844 shares; 2024Q4: 61,297 shares; 2025Q1: 60,218 shares; 2025Q2: 45,259 shares 45,259 $1.44M 0.01% -14,959 Timeline XIAEX VOYA ASIA PAC HIGH DIV EQT I More: the full row for VOYA ASIA PAC HIGH DIV EQT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,000 shares; 2024Q4: 159,000 shares; 2025Q1: 197,293 shares; 2025Q2: 203,910 shares 203,910 $1.44M 0.01% +6,617 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 8,712 shares; 2025Q1: 9,757 shares; 2025Q2: 8,870 shares 8,870 $1.43M 0.01% -887 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,762 shares; 2025Q1: 6,315 shares; 2025Q2: 8,415 shares 8,415 $1.43M 0.01% +2,100 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,181 shares; 2024Q4: 25,747 shares; 2025Q1: 22,221 shares; 2025Q2: 23,251 shares 23,251 $1.43M 0.01% +1,030 DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 8,111 shares; 2025Q1: 6,729 shares; 2025Q2: 6,548 shares 6,548 $1.43M 0.01% -181 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,959 shares; 2024Q4: 63,075 shares; 2025Q1: 71,884 shares; 2025Q2: 70,975 shares 70,975 $1.42M 0.01% -909 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,341 shares; 2025Q1: 8,668 shares; 2025Q2: 9,063 shares 9,063 $1.42M 0.01% +395 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 12,061 shares; 2025Q1: 11,533 shares; 2025Q2: 11,871 shares 11,871 $1.42M 0.01% +338 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,895 shares; 2024Q4: 46,910 shares; 2025Q1: 56,056 shares; 2025Q2: 60,540 shares 60,540 $1.42M 0.01% +4,484 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,095 shares; 2025Q1: 13,158 shares; 2025Q2: 13,229 shares 13,229 $1.42M 0.01% +71 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,433 shares; 2024Q4: 102,203 shares; 2025Q1: 102,929 shares; 2025Q2: 93,216 shares 93,216 $1.42M 0.01% -9,713 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 8,023 shares; 2025Q1: 9,900 shares; 2025Q2: 33,531 shares 33,531 $1.41M 0.01% +23,631 Timeline TWO RDS SHARED TR 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: 93,432 shares; 2024Q4: 97,811 shares; 2025Q1: 73,102 shares; 2025Q2: 42,763 shares 42,763 $1.4M 0.01% -30,339 BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,711 shares; 2024Q4: 41,512 shares; 2025Q1: 43,178 shares; 2025Q2: 45,531 shares 45,531 $1.4M 0.01% +2,353 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,040 shares; 2025Q2: 28,994 shares 28,994 $1.4M 0.01% +8,954 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 21,588 shares; 2025Q1: 19,935 shares; 2025Q2: 18,927 shares 18,927 $1.39M 0.01% -1,008 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,763 shares; 2024Q4: 11,274 shares; 2025Q1: 10,882 shares; 2025Q2: 10,855 shares 10,855 $1.38M 0.01% -27 Timeline RH RH More: the full row for RH 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: 678 shares; 2025Q1: not reported; 2025Q2: 7,325 shares 7,325 $1.38M 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,142 shares; 2024Q4: 67,612 shares; 2025Q1: 67,614 shares; 2025Q2: 53,590 shares 53,590 $1.38M 0.01% -14,024 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,742 shares; 2024Q4: 70,965 shares; 2025Q1: 70,965 shares; 2025Q2: 71,236 shares 71,236 $1.38M 0.01% +271 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,066 shares; 2024Q4: 95,651 shares; 2025Q1: 122,917 shares; 2025Q2: 121,870 shares 121,870 $1.38M 0.01% -1,047 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 34,556 shares; 2025Q1: 25,821 shares; 2025Q2: 29,280 shares 29,280 $1.38M 0.01% +3,459 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 10,813 shares; 2025Q1: 10,683 shares; 2025Q2: 10,629 shares 10,629 $1.37M 0.01% -54 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 26,282 shares; 2025Q1: 25,820 shares; 2025Q2: 24,872 shares 24,872 $1.37M 0.01% -948 Timeline NUEM 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: 44,755 shares; 2024Q4: 46,940 shares; 2025Q1: 43,190 shares; 2025Q2: 41,137 shares 41,137 $1.37M 0.01% -2,053 Timeline AGZ 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: 11,087 shares; 2024Q4: 10,807 shares; 2025Q1: 12,406 shares; 2025Q2: 12,448 shares 12,448 $1.37M 0.01% +42 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,447 shares; 2024Q4: 26,678 shares; 2025Q1: 25,347 shares; 2025Q2: 34,666 shares 34,666 $1.36M 0.01% +9,319 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,924 shares; 2024Q4: 23,088 shares; 2025Q1: 19,483 shares; 2025Q2: 19,935 shares 19,935 $1.36M 0.01% +452 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,742 shares; 2025Q1: 6,765 shares; 2025Q2: 5,676 shares 5,676 $1.36M 0.01% -1,089 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,673 shares; 2024Q4: 58,701 shares; 2025Q1: 70,450 shares; 2025Q2: 66,462 shares 66,462 $1.36M 0.01% -3,988 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 9,895 shares; 2025Q1: 10,265 shares; 2025Q2: 11,800 shares 11,800 $1.36M 0.01% +1,535 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,274 shares; 2025Q1: 4,367 shares; 2025Q2: 5,192 shares 5,192 $1.35M 0.01% +825 Timeline XSLV 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: 31,620 shares; 2024Q4: 30,881 shares; 2025Q1: 30,509 shares; 2025Q2: 29,657 shares 29,657 $1.35M 0.01% -852 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 1,724 shares; 2025Q1: 4,762 shares; 2025Q2: 24,370 shares 24,370 $1.35M 0.01% +19,608 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,376 shares; 2024Q4: 34,023 shares; 2025Q1: 32,751 shares; 2025Q2: 31,899 shares 31,899 $1.35M 0.01% -852 Timeline MCHI 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: 13,834 shares; 2024Q4: 4,961 shares; 2025Q1: 15,231 shares; 2025Q2: 24,434 shares 24,434 $1.35M 0.01% +9,203 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,080 shares; 2024Q4: 31,654 shares; 2025Q1: 29,147 shares; 2025Q2: 27,991 shares 27,991 $1.35M 0.01% -1,156 Timeline IXJ 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: 9,184 shares; 2024Q4: 7,953 shares; 2025Q1: 8,141 shares; 2025Q2: 15,629 shares 15,629 $1.35M 0.01% +7,488 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,892 shares; 2024Q4: 20,434 shares; 2025Q1: 19,314 shares; 2025Q2: 16,872 shares 16,872 $1.34M 0.01% -2,442 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 2,951 shares; 2025Q1: 1,905 shares; 2025Q2: 2,489 shares 2,489 $1.33M 0.01% +584 Timeline WTAI 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: 49,079 shares; 2024Q4: 48,838 shares; 2025Q1: 43,345 shares; 2025Q2: 54,152 shares 54,152 $1.33M 0.01% +10,807 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,001 shares; 2024Q4: 17,026 shares; 2025Q1: 18,047 shares; 2025Q2: 19,289 shares 19,289 $1.33M 0.01% +1,242 Timeline IBDT 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: 57,378 shares; 2024Q4: 57,896 shares; 2025Q1: 59,925 shares; 2025Q2: 52,303 shares 52,303 $1.33M 0.01% -7,622 Timeline GNMA 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: 32,786 shares; 2024Q4: 32,204 shares; 2025Q1: 32,740 shares; 2025Q2: 30,129 shares 30,129 $1.32M 0.01% -2,611 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,256 shares; 2024Q4: 65,622 shares; 2025Q1: 68,309 shares; 2025Q2: 72,393 shares 72,393 $1.32M 0.01% +4,084 Timeline FELC 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: 26,631 shares; 2024Q4: 28,239 shares; 2025Q1: 30,835 shares; 2025Q2: 38,274 shares 38,274 $1.32M 0.01% +7,439 Timeline NUDM 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: 36,481 shares; 2024Q4: 37,876 shares; 2025Q1: 37,448 shares; 2025Q2: 37,186 shares 37,186 $1.32M 0.01% -262 Timeline UTWO 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: 20,618 shares; 2024Q4: 23,273 shares; 2025Q1: 23,515 shares; 2025Q2: 27,171 shares 27,171 $1.32M 0.01% +3,656 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 34,684 shares; 2025Q1: 17,394 shares; 2025Q2: 17,384 shares 17,384 $1.32M 0.01% -10 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,502 shares; 2024Q4: 39,995 shares; 2025Q1: 31,212 shares; 2025Q2: 27,799 shares 27,799 $1.32M 0.01% -3,413 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,020 shares; 2024Q4: 102,941 shares; 2025Q1: 104,636 shares; 2025Q2: 107,267 shares 107,267 $1.31M 0.01% +2,631 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,650 shares; 2024Q4: 60,350 shares; 2025Q1: 52,850 shares; 2025Q2: 53,350 shares 53,350 $1.31M 0.01% +500 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 8,092 shares; 2025Q1: 4,922 shares; 2025Q2: 5,431 shares 5,431 $1.31M 0.01% +509 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,870 shares; 2024Q4: 287,870 shares; 2025Q1: 302,270 shares; 2025Q2: 226,070 shares 226,070 $1.31M 0.01% -76,200 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,268 shares; 2024Q4: 111,886 shares; 2025Q1: 111,569 shares; 2025Q2: 109,060 shares 109,060 $1.3M 0.01% -2,509 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 7,010 shares; 2025Q1: 7,306 shares; 2025Q2: 7,187 shares 7,187 $1.3M 0.01% -119 Timeline COWG 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: 7,609 shares; 2025Q1: 31,127 shares; 2025Q2: 37,036 shares 37,036 $1.3M 0.01% +5,909 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 31,127 shares; 2025Q1: 35,336 shares; 2025Q2: 35,951 shares 35,951 $1.29M 0.01% +615 Timeline DGRS 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: 20,122 shares; 2024Q4: 21,609 shares; 2025Q1: 24,069 shares; 2025Q2: 27,692 shares 27,692 $1.29M 0.01% +3,623 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,375 shares; 2025Q1: 20,263 shares; 2025Q2: 55,978 shares 55,978 $1.29M 0.01% +35,715 Timeline CFO 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: 20,248 shares; 2024Q4: 19,357 shares; 2025Q1: 18,961 shares; 2025Q2: 17,978 shares 17,978 $1.28M 0.01% -983 Timeline EEMV 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: 29,011 shares; 2024Q4: 24,939 shares; 2025Q1: 22,651 shares; 2025Q2: 20,368 shares 20,368 $1.28M 0.01% -2,283 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,342 shares; 2025Q1: 7,583 shares; 2025Q2: 7,826 shares 7,826 $1.28M 0.01% +243 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,914 shares; 2024Q4: 191,952 shares; 2025Q1: 213,192 shares; 2025Q2: 215,232 shares 215,232 $1.28M 0.01% +2,040 Timeline CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,699 shares; 2024Q4: 281,043 shares; 2025Q1: 342,660 shares; 2025Q2: 522,913 shares 522,913 $1.28M 0.01% +180,253 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,566 shares; 2024Q4: 33,784 shares; 2025Q1: 33,532 shares; 2025Q2: 34,061 shares 34,061 $1.28M 0.01% +529 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,648 shares; 2024Q4: 44,014 shares; 2025Q1: 37,628 shares; 2025Q2: 52,029 shares 52,029 $1.27M 0.01% +14,401 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,037 shares; 2024Q4: 76,157 shares; 2025Q1: 48,951 shares; 2025Q2: 30,548 shares 30,548 $1.27M 0.01% -18,403 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 14,725 shares; 2025Q1: 14,432 shares; 2025Q2: 14,706 shares 14,706 $1.26M 0.01% +274 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,296 shares; 2024Q4: 110,872 shares; 2025Q1: 117,136 shares; 2025Q2: 128,616 shares 128,616 $1.26M 0.01% +11,480 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,929 shares; 2024Q4: 47,635 shares; 2025Q1: 60,793 shares; 2025Q2: 72,698 shares 72,698 $1.26M 0.01% +11,905 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 13,879 shares; 2025Q1: 14,079 shares; 2025Q2: 13,775 shares 13,775 $1.26M 0.01% -304 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,793 shares; 2025Q1: 2,088 shares; 2025Q2: 2,334 shares 2,334 $1.25M 0.01% +246 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,330 shares; 2024Q4: 19,922 shares; 2025Q1: 16,201 shares; 2025Q2: 16,271 shares 16,271 $1.25M 0.01% +70 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA 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: 13,658 shares; 2025Q2: 43,453 shares 43,453 $1.25M 0.01% +29,795 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,515 shares 7,515 $1.24M 0.01% new Timeline DVYE 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: 49,287 shares; 2024Q4: 53,653 shares; 2025Q1: 53,491 shares; 2025Q2: 43,417 shares 43,417 $1.24M 0.01% -10,074 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 10,709 shares; 2025Q1: 9,093 shares; 2025Q2: 12,247 shares 12,247 $1.24M 0.01% +3,154 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 10,300 shares; 2025Q1: 21,720 shares; 2025Q2: 21,218 shares 21,218 $1.24M 0.01% -502 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,722 shares 6,722 $1.23M 0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,537 shares; 2024Q4: 13,717 shares; 2025Q1: 13,713 shares; 2025Q2: 13,859 shares 13,859 $1.23M 0.01% +146 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,871 shares 28,871 $1.23M 0.01% new Timeline XJH 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: 45,730 shares; 2024Q4: 47,253 shares; 2025Q1: 36,897 shares; 2025Q2: 29,450 shares 29,450 $1.22M 0.01% -7,447 Timeline SPPP 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: 80,535 shares; 2024Q4: 86,289 shares; 2025Q1: 88,860 shares; 2025Q2: 104,103 shares 104,103 $1.22M 0.01% +15,243 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 29,908 shares; 2025Q1: 29,500 shares; 2025Q2: 23,439 shares 23,439 $1.22M 0.01% -6,061 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 420 shares; 2025Q1: 557 shares; 2025Q2: 610 shares 610 $1.22M 0.01% +53 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 9,626 shares; 2025Q1: 10,054 shares; 2025Q2: 10,156 shares 10,156 $1.21M 0.01% +102 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,087 shares; 2025Q1: 6,678 shares; 2025Q2: 6,404 shares 6,404 $1.21M 0.01% -274 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 23,895 shares; 2025Q2: 26,022 shares 26,022 $1.2M 0.01% +2,127 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 84,862 shares; 2025Q1: 74,878 shares; 2025Q2: 73,870 shares 73,870 $1.2M 0.01% -1,008 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,164 shares; 2024Q4: 66,012 shares; 2025Q1: 56,580 shares; 2025Q2: 51,514 shares 51,514 $1.2M 0.01% -5,066 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,898 shares; 2024Q4: 16,864 shares; 2025Q1: 21,208 shares; 2025Q2: 22,741 shares 22,741 $1.19M 0.01% +1,533 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,921 shares; 2025Q1: 7,034 shares; 2025Q2: 7,116 shares 7,116 $1.19M 0.01% +82 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,805 shares; 2024Q4: 67,253 shares; 2025Q1: 60,657 shares; 2025Q2: 64,326 shares 64,326 $1.19M 0.01% +3,669 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 46,896 shares; 2025Q1: 23,895 shares; 2025Q2: 22,574 shares 22,574 $1.19M 0.01% -1,321 Timeline RSPS 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: 41,174 shares; 2024Q4: 40,944 shares; 2025Q1: 40,679 shares; 2025Q2: 39,749 shares 39,749 $1.19M 0.01% -930 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,350 shares; 2024Q4: 121,350 shares; 2025Q1: 130,750 shares; 2025Q2: 143,300 shares 143,300 $1.19M 0.01% +12,550 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,754 shares; 2024Q4: 14,288 shares; 2025Q1: 17,337 shares; 2025Q2: 17,691 shares 17,691 $1.19M 0.01% +354 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,234 shares; 2024Q4: 49,899 shares; 2025Q1: 53,408 shares; 2025Q2: 55,645 shares 55,645 $1.19M 0.01% +2,237 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 15,085 shares; 2025Q1: 17,376 shares; 2025Q2: 30,978 shares 30,978 $1.19M 0.01% +13,602 Timeline SRVR 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: 39,983 shares; 2024Q4: 35,271 shares; 2025Q1: 38,972 shares; 2025Q2: 36,682 shares 36,682 $1.19M 0.01% -2,290 Timeline PRFZ 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: 42,639 shares; 2024Q4: 36,800 shares; 2025Q1: 34,894 shares; 2025Q2: 29,138 shares 29,138 $1.19M 0.01% -5,756 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,720 shares; 2024Q4: 253,115 shares; 2025Q1: 245,808 shares; 2025Q2: 227,765 shares 227,765 $1.18M 0.01% -18,043 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,199 shares; 2024Q4: 280,086 shares; 2025Q1: 452,282 shares; 2025Q2: 74,943 shares 74,943 $1.18M 0.01% -377,339 Timeline GSUS 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: 17,103 shares; 2024Q4: 17,122 shares; 2025Q1: 14,070 shares; 2025Q2: 13,722 shares 13,722 $1.17M 0.01% -348 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,584 shares; 2024Q4: 44,244 shares; 2025Q1: 44,303 shares; 2025Q2: 41,065 shares 41,065 $1.17M 0.01% -3,238 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,293 shares; 2024Q4: 58,891 shares; 2025Q1: 62,258 shares; 2025Q2: 67,896 shares 67,896 $1.17M 0.01% +5,638 Timeline VTC 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: 16,603 shares; 2024Q4: 14,478 shares; 2025Q1: 15,486 shares; 2025Q2: 15,119 shares 15,119 $1.17M 0.01% -367 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,691 shares; 2024Q4: 70,373 shares; 2025Q1: 70,607 shares; 2025Q2: 70,060 shares 70,060 $1.17M 0.01% -547 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,035 shares; 2024Q4: 146,674 shares; 2025Q1: 157,751 shares; 2025Q2: 145,556 shares 145,556 $1.17M 0.01% -12,195 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 15,796 shares; 2025Q1: 14,863 shares; 2025Q2: 14,514 shares 14,514 $1.17M 0.01% -349 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,961 shares; 2024Q4: 46,593 shares; 2025Q1: 27,971 shares; 2025Q2: 25,857 shares 25,857 $1.16M 0.01% -2,114 Timeline OXFORD LANE CAP CORP OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,754 shares; 2024Q4: 190,281 shares; 2025Q1: 274,217 shares; 2025Q2: 276,514 shares 276,514 $1.16M 0.01% +2,297 TAFM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,577 shares 46,577 $1.16M 0.01% new Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,235 shares; 2024Q4: 18,008 shares; 2025Q1: 18,218 shares; 2025Q2: 18,662 shares 18,662 $1.16M 0.01% +444 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,347 shares; 2024Q4: 50,076 shares; 2025Q1: 54,769 shares; 2025Q2: 55,403 shares 55,403 $1.16M 0.01% +634 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,272 shares; 2024Q4: 44,297 shares; 2025Q1: 41,691 shares; 2025Q2: 40,681 shares 40,681 $1.16M 0.01% -1,010 Timeline GPIX 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: 21,039 shares; 2024Q4: 25,460 shares; 2025Q1: 66,349 shares; 2025Q2: 23,174 shares 23,174 $1.15M 0.01% -43,175 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME 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: 81,259 shares 81,259 $1.15M 0.01% new Timeline CERY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,320 shares 42,320 $1.15M 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 12,686 shares; 2025Q1: 5,203 shares; 2025Q2: 5,880 shares 5,880 $1.15M 0.01% +677 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,225 shares; 2024Q4: 25,831 shares; 2025Q1: 32,248 shares; 2025Q2: 55,178 shares 55,178 $1.15M 0.01% +22,930 Timeline LRGE 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: 14,160 shares; 2024Q4: 12,629 shares; 2025Q1: 12,496 shares; 2025Q2: 14,454 shares 14,454 $1.15M 0.01% +1,958 Timeline IYE 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: 28,313 shares; 2024Q4: 32,673 shares; 2025Q1: 34,635 shares; 2025Q2: 25,250 shares 25,250 $1.14M 0.01% -9,385 Timeline LGLV 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: 8,197 shares; 2024Q4: 7,214 shares; 2025Q1: 6,522 shares; 2025Q2: 6,537 shares 6,537 $1.14M 0.01% +15 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,217 shares; 2024Q4: 17,337 shares; 2025Q1: 24,856 shares; 2025Q2: 23,946 shares 23,946 $1.14M 0.01% -910 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: not reported; 2025Q1: 17,065 shares; 2025Q2: 18,980 shares 18,980 $1.13M 0.01% +1,915 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,698 shares; 2024Q4: 30,972 shares; 2025Q1: 33,614 shares; 2025Q2: 30,882 shares 30,882 $1.13M 0.01% -2,732 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 52,274 shares; 2025Q1: 36,551 shares; 2025Q2: 21,154 shares 21,154 $1.13M 0.01% -15,397 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 6,349 shares; 2025Q1: 5,971 shares; 2025Q2: 6,301 shares 6,301 $1.13M 0.01% +330 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,484 shares; 2025Q2: 13,933 shares 13,933 $1.13M 0.01% +3,449 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,811 shares; 2024Q4: 146,328 shares; 2025Q1: 105,065 shares; 2025Q2: 78,504 shares 78,504 $1.13M 0.01% -26,561 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6,261 shares; 2025Q1: 6,235 shares; 2025Q2: 3,903 shares 3,903 $1.12M 0.01% -2,332 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 7,919 shares; 2025Q1: 7,519 shares; 2025Q2: 7,334 shares 7,334 $1.12M 0.01% -185 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,392 shares; 2024Q4: 128,667 shares; 2025Q1: 130,339 shares; 2025Q2: 29,914 shares 29,914 $1.12M 0.01% -100,425 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 27,764 shares; 2025Q1: 29,815 shares; 2025Q2: 15,133 shares 15,133 $1.12M 0.01% -14,682 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,817 shares; 2024Q4: 85,412 shares; 2025Q1: 79,915 shares; 2025Q2: 78,086 shares 78,086 $1.12M 0.01% -1,829 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,440 shares; 2024Q4: 115,580 shares; 2025Q1: 42,634 shares; 2025Q2: 40,424 shares 40,424 $1.12M 0.01% -2,210 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,766 shares; 2024Q4: 81,866 shares; 2025Q1: 81,022 shares; 2025Q2: 76,576 shares 76,576 $1.12M 0.01% -4,446 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,135 shares; 2025Q1: 17,575 shares; 2025Q2: 17,557 shares 17,557 $1.12M 0.01% -18 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,926 shares; 2024Q4: 105,256 shares; 2025Q1: 115,898 shares; 2025Q2: 151,876 shares 151,876 $1.11M 0.01% +35,978 Timeline MLRG 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: 129,808 shares; 2024Q4: 108,292 shares; 2025Q1: 14,132 shares; 2025Q2: 12,990 shares 12,990 $1.11M 0.01% -1,142 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 10,981 shares; 2025Q1: 11,096 shares; 2025Q2: 13,181 shares 13,181 $1.11M 0.01% +2,085 Timeline FBT 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: 9,373 shares; 2024Q4: 8,199 shares; 2025Q1: 7,827 shares; 2025Q2: 6,889 shares 6,889 $1.11M 0.01% -938 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,363 shares; 2025Q1: 3,341 shares; 2025Q2: 3,540 shares 3,540 $1.11M 0.01% +199 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 20,268 shares; 2025Q1: 20,116 shares; 2025Q2: 20,204 shares 20,204 $1.1M 0.01% +88 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 9,448 shares; 2025Q1: 9,823 shares; 2025Q2: 9,696 shares 9,696 $1.1M 0.01% -127 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 9,825 shares; 2025Q1: 8,691 shares; 2025Q2: 9,293 shares 9,293 $1.1M 0.01% +602 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 4,730 shares; 2025Q1: 4,990 shares; 2025Q2: 6,660 shares 6,660 $1.1M 0.01% +1,670 Timeline RIGS 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: 41,636 shares; 2024Q4: 44,521 shares; 2025Q1: 47,071 shares; 2025Q2: 47,033 shares 47,033 $1.09M 0.01% -38 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,347 shares; 2024Q4: 13,671 shares; 2025Q1: 16,725 shares; 2025Q2: 16,101 shares 16,101 $1.09M 0.01% -624 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,553 shares; 2025Q1: 2,430 shares; 2025Q2: 2,414 shares 2,414 $1.09M 0.01% -16 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 9,755 shares; 2025Q1: 8,160 shares; 2025Q2: 8,209 shares 8,209 $1.09M 0.01% +49 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,234 shares; 2024Q4: 51,724 shares; 2025Q1: 46,328 shares; 2025Q2: 104,704 shares 104,704 $1.09M 0.01% +58,376 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,385 shares; 2024Q4: 86,960 shares; 2025Q1: 67,686 shares; 2025Q2: 46,521 shares 46,521 $1.08M 0.01% -21,165 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 7,568 shares; 2025Q1: 12,339 shares; 2025Q2: 12,778 shares 12,778 $1.08M 0.01% +439 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,703 shares; 2024Q4: 16,728 shares; 2025Q1: 15,791 shares; 2025Q2: 17,175 shares 17,175 $1.08M 0.01% +1,384 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 11,615 shares; 2025Q1: 11,966 shares; 2025Q2: 14,915 shares 14,915 $1.07M 0.01% +2,949 Timeline IRBTQ IROBOT CORP More: the full row for IROBOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,597 shares; 2024Q4: 110,955 shares; 2025Q1: 462,880 shares; 2025Q2: 342,615 shares 342,615 $1.07M 0.01% -120,265 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 14,797 shares; 2025Q1: 16,624 shares; 2025Q2: 15,057 shares 15,057 $1.07M 0.01% -1,567 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,855 shares; 2025Q2: 37,441 shares 37,441 $1.07M 0.01% -4,414 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 5,639 shares 5,639 $1.07M 0.01% +1,967 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,368 shares; 2025Q1: 3,201 shares; 2025Q2: 10,587 shares 10,587 $1.07M 0.01% +7,386 Timeline PSC 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: not reported; 2024Q4: 13,318 shares; 2025Q1: 16,861 shares; 2025Q2: 20,053 shares 20,053 $1.07M 0.01% +3,192 Timeline AFGR 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: 17,508 shares; 2024Q4: 17,249 shares; 2025Q1: 16,387 shares; 2025Q2: 31,757 shares 31,757 $1.07M 0.01% +15,370 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 523 shares; 2025Q1: 508 shares; 2025Q2: 584 shares 584 $1.07M 0.01% +76 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 5,860 shares; 2025Q1: 15,206 shares; 2025Q2: 15,175 shares 15,175 $1.06M 0.01% -31 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,059 shares; 2024Q4: 11,293 shares; 2025Q1: not reported; 2025Q2: 11,086 shares 11,086 $1.06M 0.01% new Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,388 shares; 2025Q1: 24,261 shares; 2025Q2: 24,494 shares 24,494 $1.06M 0.01% +233 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 17,471 shares; 2025Q1: 10,985 shares; 2025Q2: 10,749 shares 10,749 $1.06M 0.01% -236 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 12,995 shares; 2025Q1: 12,420 shares; 2025Q2: 13,231 shares 13,231 $1.05M 0.01% +811 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,129 shares; 2025Q2: 18,907 shares 18,907 $1.05M 0.01% +3,778 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,686 shares; 2025Q1: 2,169 shares; 2025Q2: 3,726 shares 3,726 $1.05M 0.01% +1,557 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,375 shares; 2024Q4: 79,831 shares; 2025Q1: 77,710 shares; 2025Q2: 76,244 shares 76,244 $1.05M 0.01% -1,466 Timeline KIE 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: not reported; 2024Q4: 17,175 shares; 2025Q1: 21,893 shares; 2025Q2: 17,504 shares 17,504 $1.05M 0.01% -4,389 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,006 shares; 2024Q4: 162,140 shares; 2025Q1: 188,848 shares; 2025Q2: 179,301 shares 179,301 $1.04M 0.01% -9,547 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,379 shares; 2024Q4: 221,282 shares; 2025Q1: 254,955 shares; 2025Q2: 245,516 shares 245,516 $1.04M 0.01% -9,439 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,250 shares; 2024Q4: 185,084 shares; 2025Q1: 194,100 shares; 2025Q2: 202,951 shares 202,951 $1.04M 0.01% +8,851 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,579 shares; 2025Q1: 5,410 shares; 2025Q2: 8,772 shares 8,772 $1.04M 0.01% +3,362 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,245 shares; 2025Q1: 9,025 shares; 2025Q2: 9,947 shares 9,947 $1.03M 0.01% +922 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,170 shares; 2024Q4: 18,669 shares; 2025Q1: 21,611 shares; 2025Q2: 22,091 shares 22,091 $1.03M 0.01% +480 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO 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: 95,846 shares 95,846 $1.03M 0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 8,073 shares; 2025Q1: 6,934 shares; 2025Q2: 7,183 shares 7,183 $1.03M 0.01% +249 Timeline FUMB 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: 66,111 shares; 2024Q4: 55,223 shares; 2025Q1: 57,029 shares; 2025Q2: 50,894 shares 50,894 $1.02M 0.01% -6,135 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 17,818 shares; 2025Q1: 17,863 shares; 2025Q2: 17,531 shares 17,531 $1.02M 0.01% -332 Timeline PRF 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: 36,906 shares; 2024Q4: 22,834 shares; 2025Q1: 18,350 shares; 2025Q2: 24,082 shares 24,082 $1.02M 0.01% +5,732 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,250 shares; 2024Q4: 114,250 shares; 2025Q1: 115,752 shares; 2025Q2: 116,829 shares 116,829 $1.02M 0.01% +1,077 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 4,940 shares; 2025Q1: 4,887 shares; 2025Q2: 6,301 shares 6,301 $1.01M 0.01% +1,414 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 28,302 shares; 2025Q1: 23,931 shares; 2025Q2: 31,030 shares 31,030 $1.01M 0.01% +7,099 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 10,298 shares; 2025Q1: 11,121 shares; 2025Q2: 11,078 shares 11,078 $1.01M 0.01% -43 Timeline PICB 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: 45,061 shares; 2024Q4: 44,628 shares; 2025Q1: 40,801 shares; 2025Q2: 41,688 shares 41,688 $1.01M 0.01% +887 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,351 shares; 2024Q4: not reported; 2025Q1: 15,753 shares; 2025Q2: 11,973 shares 11,973 $1.01M 0.01% -3,780 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,582 shares; 2024Q4: 129,420 shares; 2025Q1: 124,269 shares; 2025Q2: 121,389 shares 121,389 $1M 0.01% -2,880 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,273 shares; 2025Q1: 3,170 shares; 2025Q2: 3,759 shares 3,759 $1M 0.01% +589 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,230 shares; 2024Q4: 115,262 shares; 2025Q1: 114,912 shares; 2025Q2: 115,132 shares 115,132 $996K 0.01% +220 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 1,699 shares; 2025Q2: 4,227 shares 4,227 $995K 0.01% +2,528 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,750 shares; 2024Q4: 59,050 shares; 2025Q1: 59,950 shares; 2025Q2: 61,150 shares 61,150 $992K 0.01% +1,200 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 7,739 shares; 2025Q1: 8,267 shares; 2025Q2: 9,834 shares 9,834 $992K 0.01% +1,567 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,161 shares; 2024Q4: 40,187 shares; 2025Q1: 41,933 shares; 2025Q2: 40,958 shares 40,958 $992K 0.01% -975 Timeline SBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,632 shares 52,632 $991K 0.01% new Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 16,224 shares; 2025Q1: 85,509 shares; 2025Q2: 80,010 shares 80,010 $986K 0.01% -5,499 Timeline PCY 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: 78,850 shares; 2024Q4: 45,495 shares; 2025Q1: 46,786 shares; 2025Q2: 48,188 shares 48,188 $984K 0.01% +1,402 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 8,717 shares; 2025Q1: 8,642 shares; 2025Q2: 8,126 shares 8,126 $983K 0.01% -516 Timeline USHY 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: 30,948 shares; 2024Q4: 33,083 shares; 2025Q1: 31,263 shares; 2025Q2: 25,994 shares 25,994 $975K 0.01% -5,269 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,434 shares; 2024Q4: 17,510 shares; 2025Q1: 17,764 shares; 2025Q2: 18,882 shares 18,882 $974K 0.01% +1,118 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,119 shares; 2024Q4: 10,165 shares; 2025Q1: 9,614 shares; 2025Q2: 12,058 shares 12,058 $973K 0.01% +2,444 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,428 shares; 2024Q4: 29,260 shares; 2025Q1: 27,577 shares; 2025Q2: 28,962 shares 28,962 $970K 0.01% +1,385 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR 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: 62,192 shares; 2025Q2: 82,521 shares 82,521 $970K 0.01% +20,329 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 10,107 shares; 2025Q1: 31,334 shares; 2025Q2: 19,159 shares 19,159 $969K 0.01% -12,175 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES 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: 11,295 shares; 2025Q1: 11,284 shares; 2025Q2: 14,140 shares 14,140 $963K 0.01% +2,856 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,156 shares; 2024Q4: 104,241 shares; 2025Q1: 108,070 shares; 2025Q2: 106,421 shares 106,421 $962K 0.01% -1,649 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,796 shares; 2025Q1: not reported; 2025Q2: 65,422 shares 65,422 $958K 0.01% new Timeline IEV 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: 13,601 shares; 2024Q4: 13,327 shares; 2025Q1: 16,963 shares; 2025Q2: 15,135 shares 15,135 $957K 0.01% -1,828 Timeline FLMB 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: 51,988 shares; 2024Q4: 42,456 shares; 2025Q1: 42,999 shares; 2025Q2: 41,448 shares 41,448 $957K 0.01% -1,551 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,321 shares; 2024Q4: 110,256 shares; 2025Q1: 142,044 shares; 2025Q2: 161,044 shares 161,044 $957K 0.01% +19,000 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 4,869 shares; 2025Q1: 5,435 shares; 2025Q2: 6,059 shares 6,059 $955K 0.01% +624 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,971 shares; 2024Q4: 26,947 shares; 2025Q1: 26,518 shares; 2025Q2: 25,938 shares 25,938 $951K 0.01% -580 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,452 shares; 2024Q4: 65,679 shares; 2025Q1: 75,396 shares; 2025Q2: 78,435 shares 78,435 $949K 0.01% +3,039 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 18,062 shares; 2025Q1: 17,883 shares; 2025Q2: 13,781 shares 13,781 $948K 0.01% -4,102 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,598 shares; 2024Q4: 13,984 shares; 2025Q1: not reported; 2025Q2: 51,744 shares 51,744 $946K 0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,803 shares; 2025Q1: 24,518 shares; 2025Q2: 14,861 shares 14,861 $944K 0.01% -9,657 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,714 shares; 2024Q4: 158,333 shares; 2025Q1: 61,003 shares; 2025Q2: 43,718 shares 43,718 $941K 0.01% -17,285 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 7,724 shares; 2025Q1: 8,055 shares; 2025Q2: 12,623 shares 12,623 $939K 0.01% +4,568 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 11,826 shares; 2025Q1: 11,963 shares; 2025Q2: 15,184 shares 15,184 $939K 0.01% +3,221 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,456 shares; 2025Q1: 1,933 shares; 2025Q2: 2,099 shares 2,099 $939K 0.01% +166 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,072 shares; 2024Q4: 43,178 shares; 2025Q1: 42,679 shares; 2025Q2: 42,856 shares 42,856 $938K 0.01% +177 Timeline DES 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: 42,271 shares; 2024Q4: 36,973 shares; 2025Q1: 29,641 shares; 2025Q2: 29,467 shares 29,467 $936K 0.01% -174 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,439 shares; 2024Q4: 89,992 shares; 2025Q1: 89,046 shares; 2025Q2: 101,097 shares 101,097 $935K 0.01% +12,051 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,458 shares; 2024Q4: 29,456 shares; 2025Q1: 28,823 shares; 2025Q2: 26,823 shares 26,823 $935K 0.01% -2,000 Timeline EMTL 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: 37,413 shares; 2024Q4: 37,804 shares; 2025Q1: 37,442 shares; 2025Q2: 21,646 shares 21,646 $934K 0.01% -15,796 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 24,566 shares; 2025Q1: 32,134 shares; 2025Q2: 35,896 shares 35,896 $934K 0.01% +3,762 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 17,658 shares; 2025Q1: 24,769 shares; 2025Q2: 24,284 shares 24,284 $931K 0.01% -485 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 11,332 shares; 2025Q1: 14,318 shares; 2025Q2: 14,388 shares 14,388 $931K 0.01% +70 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,836 shares; 2025Q1: 5,261 shares; 2025Q2: 5,162 shares 5,162 $930K 0.01% -99 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,715 shares; 2024Q4: 27,920 shares; 2025Q1: 15,693 shares; 2025Q2: 15,261 shares 15,261 $928K <0.01% -432 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,965 shares 4,965 $927K <0.01% new Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,008 shares; 2024Q4: 149,434 shares; 2025Q1: 147,808 shares; 2025Q2: 160,852 shares 160,852 $925K <0.01% +13,044 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,573 shares; 2024Q4: 13,545 shares; 2025Q1: 12,114 shares; 2025Q2: 15,120 shares 15,120 $925K <0.01% +3,006 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN 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: 4,956 shares; 2025Q1: 6,593 shares; 2025Q2: 8,062 shares 8,062 $921K <0.01% +1,469 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,743 shares; 2025Q1: 3,244 shares; 2025Q2: 3,559 shares 3,559 $918K <0.01% +315 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 13,721 shares; 2025Q1: 11,245 shares; 2025Q2: 11,260 shares 11,260 $915K <0.01% +15 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 11,650 shares; 2025Q1: 20,597 shares; 2025Q2: 15,838 shares 15,838 $912K <0.01% -4,759 Timeline DOL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,290 shares 15,290 $911K <0.01% new Timeline XMLV 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: 17,434 shares; 2024Q4: 16,256 shares; 2025Q1: 11,014 shares; 2025Q2: 14,762 shares 14,762 $910K <0.01% +3,748 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,035 shares; 2024Q4: 45,919 shares; 2025Q1: 46,532 shares; 2025Q2: 46,093 shares 46,093 $909K <0.01% -439 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,036 shares; 2024Q4: 19,990 shares; 2025Q1: 25,553 shares; 2025Q2: 33,589 shares 33,589 $909K <0.01% +8,036 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 15,166 shares; 2025Q1: 13,661 shares; 2025Q2: 17,086 shares 17,086 $905K <0.01% +3,425 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,043 shares; 2025Q1: 6,425 shares; 2025Q2: 8,767 shares 8,767 $904K <0.01% +2,342 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,250 shares; 2024Q4: 129,750 shares; 2025Q1: 141,185 shares; 2025Q2: 150,408 shares 150,408 $902K <0.01% +9,223 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 6,934 shares; 2025Q1: 6,894 shares; 2025Q2: 8,783 shares 8,783 $902K <0.01% +1,889 Timeline IBDV 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: 37,826 shares; 2024Q4: 39,007 shares; 2025Q1: 40,993 shares; 2025Q2: 41,009 shares 41,009 $901K <0.01% +16 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,612 shares; 2024Q4: 51,624 shares; 2025Q1: 49,675 shares; 2025Q2: 47,092 shares 47,092 $900K <0.01% -2,583 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,454 shares; 2024Q4: 49,937 shares; 2025Q1: 16,467 shares; 2025Q2: 18,300 shares 18,300 $900K <0.01% +1,833 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 28,832 shares; 2025Q1: 9,869 shares; 2025Q2: 9,338 shares 9,338 $896K <0.01% -531 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,393 shares; 2025Q1: 4,394 shares; 2025Q2: 4,297 shares 4,297 $896K <0.01% -97 Timeline WTMF 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: 23,671 shares; 2024Q4: 24,048 shares; 2025Q1: 25,604 shares; 2025Q2: 25,336 shares 25,336 $895K <0.01% -268 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,092 shares; 2024Q4: 65,550 shares; 2025Q1: 65,901 shares; 2025Q2: 70,788 shares 70,788 $893K <0.01% +4,887 Timeline IGPT 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: 16,559 shares; 2024Q4: 17,549 shares; 2025Q1: 18,168 shares; 2025Q2: 18,169 shares 18,169 $893K <0.01% +1 Timeline JMHI 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: 4,174 shares; 2025Q2: 17,936 shares 17,936 $893K <0.01% +13,762 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,593 shares; 2024Q4: 21,103 shares; 2025Q1: 22,160 shares; 2025Q2: 23,961 shares 23,961 $889K <0.01% +1,801 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,612 shares; 2025Q2: 10,125 shares 10,125 $887K <0.01% +513 Timeline IYZ 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: not reported; 2025Q2: 29,747 shares 29,747 $886K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,572 shares; 2024Q4: 94,596 shares; 2025Q1: 104,732 shares; 2025Q2: 114,821 shares 114,821 $880K <0.01% +10,089 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 3,925 shares; 2025Q1: 3,487 shares; 2025Q2: 4,362 shares 4,362 $877K <0.01% +875 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,478 shares; 2024Q4: 14,149 shares; 2025Q1: 14,441 shares; 2025Q2: 12,942 shares 12,942 $877K <0.01% -1,499 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 18,432 shares; 2025Q1: 18,280 shares; 2025Q2: 18,283 shares 18,283 $873K <0.01% +3 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,170 shares; 2024Q4: 41,161 shares; 2025Q1: 42,909 shares; 2025Q2: 46,609 shares 46,609 $866K <0.01% +3,700 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 5,561 shares; 2025Q1: 5,779 shares; 2025Q2: 5,022 shares 5,022 $865K <0.01% -757 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,993 shares; 2024Q4: 77,242 shares; 2025Q1: 78,735 shares; 2025Q2: 76,209 shares 76,209 $860K <0.01% -2,526 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 7,490 shares; 2025Q1: 7,632 shares; 2025Q2: 7,321 shares 7,321 $856K <0.01% -311 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,420 shares; 2024Q4: 15,337 shares; 2025Q1: 18,568 shares; 2025Q2: 26,959 shares 26,959 $850K <0.01% +8,391 Timeline MDIV 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: 56,713 shares; 2024Q4: 55,639 shares; 2025Q1: 56,306 shares; 2025Q2: 53,774 shares 53,774 $850K <0.01% -2,532 Timeline RSPR 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: 27,795 shares; 2024Q4: 34,297 shares; 2025Q1: 27,446 shares; 2025Q2: 24,245 shares 24,245 $849K <0.01% -3,201 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,264 shares; 2025Q1: 8,502 shares; 2025Q2: 9,494 shares 9,494 $849K <0.01% +992 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,227 shares; 2025Q1: 2,502 shares; 2025Q2: 2,704 shares 2,704 $849K <0.01% +202 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,815 shares; 2024Q4: 16,165 shares; 2025Q1: 18,735 shares; 2025Q2: 16,744 shares 16,744 $841K <0.01% -1,991 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 4,988 shares; 2025Q2: 5,347 shares 5,347 $840K <0.01% +359 Timeline RSPD 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: 36,895 shares; 2024Q4: 35,498 shares; 2025Q1: 20,923 shares; 2025Q2: 15,772 shares 15,772 $839K <0.01% -5,151 Timeline IEO 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: 10,493 shares; 2024Q4: 10,260 shares; 2025Q1: 9,514 shares; 2025Q2: 9,412 shares 9,412 $834K <0.01% -102 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,114 shares; 2025Q1: 4,288 shares; 2025Q2: 6,333 shares 6,333 $833K <0.01% +2,045 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 20,071 shares; 2025Q1: 19,805 shares; 2025Q2: 19,914 shares 19,914 $830K <0.01% +109 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,567 shares; 2024Q4: 127,182 shares; 2025Q1: 74,426 shares; 2025Q2: 28,414 shares 28,414 $829K <0.01% -46,012 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,577 shares; 2025Q1: 10,293 shares; 2025Q2: 10,455 shares 10,455 $829K <0.01% +162 Timeline DDWM 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: 8,320 shares; 2024Q4: 18,426 shares; 2025Q1: 20,353 shares; 2025Q2: 20,777 shares 20,777 $824K <0.01% +424 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 4,817 shares; 2025Q1: 4,584 shares; 2025Q2: 4,586 shares 4,586 $816K <0.01% +2 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 4,962 shares; 2025Q1: 4,840 shares; 2025Q2: 2,924 shares 2,924 $808K <0.01% -1,916 Timeline LRGF 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: 13,175 shares; 2024Q4: 12,576 shares; 2025Q1: 12,579 shares; 2025Q2: 12,573 shares 12,573 $806K <0.01% -6 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 7,418 shares; 2025Q1: 7,264 shares; 2025Q2: 7,884 shares 7,884 $798K <0.01% +620 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 37,844 shares; 2025Q1: 36,188 shares; 2025Q2: 35,024 shares 35,024 $798K <0.01% -1,164 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,512 shares; 2025Q1: 2,872 shares; 2025Q2: 4,251 shares 4,251 $797K <0.01% +1,379 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,368 shares; 2024Q4: 45,217 shares; 2025Q1: 48,112 shares; 2025Q2: 72,852 shares 72,852 $796K <0.01% +24,740 Timeline FSMB 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: 27,572 shares; 2024Q4: 32,640 shares; 2025Q1: 30,002 shares; 2025Q2: 39,899 shares 39,899 $794K <0.01% +9,897 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 9,349 shares; 2025Q1: 5,557 shares; 2025Q2: 11,476 shares 11,476 $793K <0.01% +5,919 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 10,071 shares; 2025Q1: 9,474 shares; 2025Q2: 9,151 shares 9,151 $793K <0.01% -323 Timeline HARD 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: 29,004 shares; 2025Q2: 28,175 shares 28,175 $792K <0.01% -829 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,045 shares; 2024Q4: 24,513 shares; 2025Q1: 23,469 shares; 2025Q2: 19,225 shares 19,225 $791K <0.01% -4,244 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: not reported; 2025Q1: 4,337 shares; 2025Q2: 7,417 shares 7,417 $790K <0.01% +3,080 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 28,023 shares; 2025Q1: 23,741 shares; 2025Q2: 12,606 shares 12,606 $790K <0.01% -11,135 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 20,539 shares; 2025Q1: 20,570 shares; 2025Q2: 20,534 shares 20,534 $789K <0.01% -36 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,047 shares; 2024Q4: 68,484 shares; 2025Q1: 65,252 shares; 2025Q2: 54,061 shares 54,061 $789K <0.01% -11,191 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,700 shares; 2024Q4: 274,200 shares; 2025Q1: 286,200 shares; 2025Q2: 290,700 shares 290,700 $788K <0.01% +4,500 Timeline SMMV 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: 22,549 shares; 2024Q4: 20,900 shares; 2025Q1: 20,721 shares; 2025Q2: 18,742 shares 18,742 $787K <0.01% -1,979 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,433 shares; 2024Q4: 43,024 shares; 2025Q1: 31,967 shares; 2025Q2: 32,042 shares 32,042 $786K <0.01% +75 VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,492 shares; 2024Q4: 70,023 shares; 2025Q1: 77,519 shares; 2025Q2: 73,617 shares 73,617 $785K <0.01% -3,902 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,399 shares; 2024Q4: 34,158 shares; 2025Q1: 34,213 shares; 2025Q2: 34,213 shares 34,213 $783K <0.01% 0 Timeline BBRE 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: 4,996 shares; 2024Q4: 6,446 shares; 2025Q1: 8,697 shares; 2025Q2: 8,498 shares 8,498 $783K <0.01% -199 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,804 shares; 2024Q4: 34,682 shares; 2025Q1: 52,130 shares; 2025Q2: 50,523 shares 50,523 $783K <0.01% -1,607 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,653 shares; 2024Q4: 17,931 shares; 2025Q1: 12,651 shares; 2025Q2: 11,997 shares 11,997 $782K <0.01% -654 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 11,715 shares; 2025Q1: 11,734 shares; 2025Q2: 9,090 shares 9,090 $782K <0.01% -2,644 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,158 shares; 2024Q4: 15,245 shares; 2025Q1: 8,290 shares; 2025Q2: 8,315 shares 8,315 $780K <0.01% +25 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES 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: 12,185 shares 12,185 $779K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 13,296 shares; 2025Q1: 10,273 shares; 2025Q2: 10,385 shares 10,385 $775K <0.01% +112 Timeline BSMQ 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: 28,388 shares; 2024Q4: 23,859 shares; 2025Q1: 27,921 shares; 2025Q2: 32,899 shares 32,899 $775K <0.01% +4,978 Timeline PID 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: 66,759 shares; 2024Q4: 57,931 shares; 2025Q1: 54,765 shares; 2025Q2: 37,794 shares 37,794 $775K <0.01% -16,971 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS 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: 15,547 shares 15,547 $773K <0.01% new Timeline XES 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: 11,972 shares; 2024Q4: 9,284 shares; 2025Q1: 8,832 shares; 2025Q2: 12,178 shares 12,178 $773K <0.01% +3,346 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH 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: 21,746 shares 21,746 $772K <0.01% new Timeline ELFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,060 shares 24,060 $771K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 2,759 shares; 2025Q1: 8,115 shares; 2025Q2: 6,585 shares 6,585 $770K <0.01% -1,530 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 1,288 shares; 2025Q1: 3,062 shares; 2025Q2: 3,166 shares 3,166 $769K <0.01% +104 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,395 shares 26,395 $768K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 10,469 shares; 2025Q1: 9,570 shares; 2025Q2: 14,098 shares 14,098 $766K <0.01% +4,528 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,591 shares; 2024Q4: 18,209 shares; 2025Q1: 18,137 shares; 2025Q2: 18,998 shares 18,998 $765K <0.01% +861 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,160 shares; 2024Q4: 4,497 shares; 2025Q1: 8,706 shares; 2025Q2: 6,074 shares 6,074 $764K <0.01% -2,632 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 14,059 shares; 2025Q1: 16,398 shares; 2025Q2: 17,597 shares 17,597 $760K <0.01% +1,199 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,630 shares; 2025Q1: 1,493 shares; 2025Q2: 1,384 shares 1,384 $760K <0.01% -109 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 985 shares; 2025Q1: 1,012 shares; 2025Q2: 1,325 shares 1,325 $759K <0.01% +313 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,246 shares; 2025Q1: 15,767 shares; 2025Q2: 12,528 shares 12,528 $758K <0.01% -3,239 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 19,265 shares; 2025Q1: 24,451 shares; 2025Q2: 23,076 shares 23,076 $756K <0.01% -1,375 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,148 shares; 2024Q4: 76,248 shares; 2025Q1: 78,248 shares; 2025Q2: 82,248 shares 82,248 $756K <0.01% +4,000 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 5,569 shares; 2025Q1: 5,414 shares; 2025Q2: 8,056 shares 8,056 $755K <0.01% +2,642 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,893 shares; 2025Q1: 7,306 shares; 2025Q2: 7,456 shares 7,456 $755K <0.01% +150 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,442 shares; 2024Q4: 36,893 shares; 2025Q1: 37,238 shares; 2025Q2: 36,712 shares 36,712 $754K <0.01% -526 Timeline IBDW 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: 21,639 shares; 2024Q4: 37,489 shares; 2025Q1: 37,500 shares; 2025Q2: 35,801 shares 35,801 $753K <0.01% -1,699 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,594 shares; 2025Q1: 3,403 shares; 2025Q2: 3,607 shares 3,607 $753K <0.01% +204 Timeline SCHH 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: 38,964 shares; 2024Q4: 39,145 shares; 2025Q1: 35,902 shares; 2025Q2: 35,483 shares 35,483 $751K <0.01% -419 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,105 shares; 2024Q4: 35,674 shares; 2025Q1: 37,671 shares; 2025Q2: 37,984 shares 37,984 $750K <0.01% +313 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,859 shares; 2024Q4: 73,980 shares; 2025Q1: 71,255 shares; 2025Q2: 62,835 shares 62,835 $749K <0.01% -8,420 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,986 shares; 2024Q4: 42,516 shares; 2025Q1: 43,830 shares; 2025Q2: 38,935 shares 38,935 $748K <0.01% -4,895 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,096 shares; 2024Q4: 20,895 shares; 2025Q1: 14,577 shares; 2025Q2: 14,387 shares 14,387 $748K <0.01% -190 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 10,408 shares; 2025Q1: 7,273 shares; 2025Q2: 7,084 shares 7,084 $747K <0.01% -189 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 13,626 shares; 2025Q1: 12,698 shares; 2025Q2: 11,761 shares 11,761 $746K <0.01% -937 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,914 shares; 2024Q4: 116,287 shares; 2025Q1: 58,671 shares; 2025Q2: 36,364 shares 36,364 $744K <0.01% -22,307 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,011 shares; 2024Q4: 26,915 shares; 2025Q1: 11,770 shares; 2025Q2: 12,967 shares 12,967 $744K <0.01% +1,197 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,385 shares; 2024Q4: 31,669 shares; 2025Q1: 31,623 shares; 2025Q2: 28,923 shares 28,923 $743K <0.01% -2,700 Timeline XT 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: 11,688 shares; 2024Q4: 12,775 shares; 2025Q1: 12,442 shares; 2025Q2: 11,383 shares 11,383 $743K <0.01% -1,059 Timeline IQSU 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: 17,361 shares; 2024Q4: 15,673 shares; 2025Q1: 15,672 shares; 2025Q2: 14,956 shares 14,956 $742K <0.01% -716 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,725 shares; 2025Q1: 3,394 shares; 2025Q2: 3,543 shares 3,543 $742K <0.01% +149 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,353 shares; 2025Q1: 5,138 shares; 2025Q2: 5,291 shares 5,291 $741K <0.01% +153 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,319 shares; 2024Q4: 44,463 shares; 2025Q1: 45,463 shares; 2025Q2: 44,212 shares 44,212 $741K <0.01% -1,251 Timeline PIO 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: 22,585 shares; 2024Q4: 18,094 shares; 2025Q1: 18,067 shares; 2025Q2: 16,559 shares 16,559 $740K <0.01% -1,508 Timeline MXI 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: 4,211 shares; 2025Q2: 8,648 shares 8,648 $739K <0.01% +4,437 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,539 shares; 2024Q4: 10,890 shares; 2025Q1: 9,278 shares; 2025Q2: 7,490 shares 7,490 $739K <0.01% -1,788 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 41,293 shares; 2025Q1: 57,133 shares; 2025Q2: 38,028 shares 38,028 $739K <0.01% -19,105 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 8,723 shares; 2025Q1: 8,716 shares; 2025Q2: 8,708 shares 8,708 $738K <0.01% -8 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,534 shares; 2025Q1: 8,563 shares; 2025Q2: 9,248 shares 9,248 $738K <0.01% +685 Timeline INDS 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: 33,256 shares; 2024Q4: 26,450 shares; 2025Q1: 23,898 shares; 2025Q2: 19,923 shares 19,923 $737K <0.01% -3,975 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,033 shares; 2025Q1: 3,452 shares; 2025Q2: 2,365 shares 2,365 $737K <0.01% -1,087 Timeline FXZ 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: 13,533 shares; 2024Q4: 15,771 shares; 2025Q1: 17,628 shares; 2025Q2: 12,883 shares 12,883 $734K <0.01% -4,745 Timeline JPEF 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: 8,478 shares; 2024Q4: 8,642 shares; 2025Q1: 8,813 shares; 2025Q2: 10,436 shares 10,436 $732K <0.01% +1,623 Timeline DXUV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,484 shares 13,484 $731K <0.01% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 7,144 shares; 2025Q1: 7,238 shares; 2025Q2: 10,772 shares 10,772 $730K <0.01% +3,534 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,238 shares; 2025Q1: 3,319 shares; 2025Q2: 3,466 shares 3,466 $729K <0.01% +147 Timeline NYF 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: 16,930 shares; 2024Q4: 17,009 shares; 2025Q1: 17,038 shares; 2025Q2: 13,983 shares 13,983 $729K <0.01% -3,055 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 16,649 shares; 2025Q1: 16,192 shares; 2025Q2: 16,023 shares 16,023 $729K <0.01% -169 Timeline EWO 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: not reported; 2024Q4: not reported; 2025Q1: 24,000 shares; 2025Q2: 24,719 shares 24,719 $727K <0.01% +719 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,474 shares; 2025Q1: 2,908 shares; 2025Q2: 3,126 shares 3,126 $727K <0.01% +218 Timeline MTGP 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: 127,111 shares; 2024Q4: 130,936 shares; 2025Q1: 28,817 shares; 2025Q2: 16,333 shares 16,333 $725K <0.01% -12,484 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 10,032 shares; 2025Q1: 14,474 shares; 2025Q2: 12,535 shares 12,535 $725K <0.01% -1,939 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 6,099 shares; 2025Q1: 6,211 shares; 2025Q2: 6,125 shares 6,125 $725K <0.01% -86 Timeline JXI 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: not reported; 2025Q2: 9,821 shares 9,821 $724K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 8,643 shares; 2025Q1: 5,074 shares; 2025Q2: 10,870 shares 10,870 $722K <0.01% +5,796 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 10,204 shares; 2025Q1: 13,469 shares; 2025Q2: 14,144 shares 14,144 $722K <0.01% +675 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,309 shares; 2024Q4: 66,349 shares; 2025Q1: 51,708 shares; 2025Q2: 52,347 shares 52,347 $718K <0.01% +639 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,395 shares; 2024Q4: 5,763 shares; 2025Q1: 5,267 shares; 2025Q2: 5,349 shares 5,349 $717K <0.01% +82 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 15,445 shares; 2025Q1: 19,521 shares; 2025Q2: 20,162 shares 20,162 $714K <0.01% +641 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,260 shares; 2025Q1: 4,255 shares; 2025Q2: 4,244 shares 4,244 $714K <0.01% -11 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 12,408 shares; 2025Q1: 11,756 shares; 2025Q2: 11,483 shares 11,483 $714K <0.01% -273 Timeline KCE 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: 6,210 shares; 2024Q4: 7,768 shares; 2025Q1: 5,215 shares; 2025Q2: 4,924 shares 4,924 $714K <0.01% -291 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 17,707 shares; 2025Q1: 17,986 shares; 2025Q2: 17,543 shares 17,543 $713K <0.01% -443 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,882 shares; 2024Q4: 10,901 shares; 2025Q1: 39,538 shares; 2025Q2: 41,311 shares 41,311 $713K <0.01% +1,773 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL 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: 11,170 shares; 2025Q2: 11,170 shares 11,170 $711K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,102 shares; 2024Q4: 40,086 shares; 2025Q1: 40,726 shares; 2025Q2: 37,361 shares 37,361 $708K <0.01% -3,365 Timeline IGRO 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: 5,234 shares; 2024Q4: 3,947 shares; 2025Q1: 8,645 shares; 2025Q2: 8,969 shares 8,969 $708K <0.01% +324 Timeline