RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,959 shares; 2024Q4: 201,983 shares; 2025Q1: 205,812 shares; 2025Q2: 133,579 shares; 2025Q3: 130,052 shares 130,052 $6.78M 0.03% -3,527 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,618 shares; 2024Q4: 66,473 shares; 2025Q1: 59,795 shares; 2025Q2: 59,915 shares; 2025Q3: 59,938 shares 59,938 $6.73M 0.03% +23 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 22,417 shares; 2025Q1: 21,549 shares; 2025Q2: 21,685 shares; 2025Q3: 22,707 shares 22,707 $6.73M 0.03% +1,022 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,853 shares; 2024Q4: 248,591 shares; 2025Q1: 105,329 shares; 2025Q2: 86,702 shares; 2025Q3: 100,232 shares 100,232 $6.72M 0.03% +13,530 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,505 shares; 2024Q4: 667,922 shares; 2025Q1: 739,356 shares; 2025Q2: 677,822 shares; 2025Q3: 708,922 shares 708,922 $6.72M 0.03% +31,100 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,811 shares; 2024Q4: 62,233 shares; 2025Q1: 70,344 shares; 2025Q2: 78,145 shares; 2025Q3: 80,340 shares 80,340 $6.72M 0.03% +2,195 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,800 shares; 2024Q4: 65,637 shares; 2025Q1: 66,837 shares; 2025Q2: 67,479 shares; 2025Q3: 65,014 shares 65,014 $6.71M 0.03% -2,465 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,967 shares; 2024Q4: 16,027 shares; 2025Q1: 17,100 shares; 2025Q2: 18,170 shares; 2025Q3: 18,129 shares 18,129 $6.7M 0.03% -41 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,406 shares; 2024Q4: 435,387 shares; 2025Q1: 315,163 shares; 2025Q2: 255,837 shares; 2025Q3: 152,449 shares 152,449 $6.67M 0.03% -103,388 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,780 shares; 2024Q4: 80,147 shares; 2025Q1: 81,975 shares; 2025Q2: 80,807 shares; 2025Q3: 80,788 shares 80,788 $6.65M 0.03% -19 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,171 shares; 2024Q4: 381,018 shares; 2025Q1: 411,904 shares; 2025Q2: 347,431 shares; 2025Q3: 339,424 shares 339,424 $6.64M 0.03% -8,007 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,109 shares; 2025Q1: 7,941 shares; 2025Q2: 7,276 shares; 2025Q3: 6,927 shares 6,927 $6.61M 0.03% -349 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,861 shares; 2024Q4: 89,407 shares; 2025Q1: 89,967 shares; 2025Q2: 88,757 shares; 2025Q3: 87,684 shares 87,684 $6.61M 0.03% -1,073 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,489 shares; 2024Q4: 129,109 shares; 2025Q1: 133,287 shares; 2025Q2: 136,151 shares; 2025Q3: 130,925 shares 130,925 $6.61M 0.03% -5,226 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,943 shares; 2024Q4: 157,406 shares; 2025Q1: 154,812 shares; 2025Q2: 159,447 shares; 2025Q3: 159,436 shares 159,436 $6.59M 0.03% -11 Timeline EMM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,367 shares; 2024Q4: 188,332 shares; 2025Q1: 200,603 shares; 2025Q2: 209,706 shares; 2025Q3: 209,275 shares 209,275 $6.59M 0.03% -431 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,955 shares; 2024Q4: 118,941 shares; 2025Q1: 111,116 shares; 2025Q2: 97,788 shares; 2025Q3: 124,178 shares 124,178 $6.59M 0.03% +26,390 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,115 shares; 2024Q4: 105,664 shares; 2025Q1: 111,437 shares; 2025Q2: 168,199 shares; 2025Q3: 187,201 shares 187,201 $6.52M 0.03% +19,002 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,071 shares; 2024Q4: 23,636 shares; 2025Q1: 23,526 shares; 2025Q2: 23,145 shares; 2025Q3: 23,328 shares 23,328 $6.51M 0.03% +183 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,616 shares; 2024Q4: 38,195 shares; 2025Q1: 38,951 shares; 2025Q2: 39,900 shares; 2025Q3: 38,157 shares 38,157 $6.43M 0.03% -1,743 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 588 shares; 2025Q1: 866 shares; 2025Q2: 5,183 shares; 2025Q3: 7,781 shares 7,781 $6.42M 0.03% +2,598 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,903 shares; 2024Q4: 41,215 shares; 2025Q1: 64,193 shares; 2025Q2: 62,224 shares; 2025Q3: 61,183 shares 61,183 $6.42M 0.03% -1,041 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,221 shares; 2024Q4: 39,976 shares; 2025Q1: 31,051 shares; 2025Q2: 31,522 shares; 2025Q3: 33,193 shares 33,193 $6.4M 0.03% +1,671 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,255 shares; 2024Q4: 26,171 shares; 2025Q1: 26,221 shares; 2025Q2: 26,728 shares; 2025Q3: 32,318 shares 32,318 $6.39M 0.03% +5,590 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,133 shares; 2024Q4: 32,092 shares; 2025Q1: 32,261 shares; 2025Q2: 33,734 shares; 2025Q3: 33,974 shares 33,974 $6.38M 0.03% +240 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,646 shares; 2024Q4: 54,114 shares; 2025Q1: 55,294 shares; 2025Q2: 56,800 shares; 2025Q3: 58,282 shares 58,282 $6.35M 0.03% +1,482 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,650 shares; 2024Q4: 37,488 shares; 2025Q1: 34,113 shares; 2025Q2: 43,810 shares; 2025Q3: 43,480 shares 43,480 $6.33M 0.03% -330 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,952 shares; 2024Q4: 77,231 shares; 2025Q1: 78,011 shares; 2025Q2: 77,269 shares; 2025Q3: 79,095 shares 79,095 $6.32M 0.03% +1,826 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 21,861 shares; 2025Q1: 21,649 shares; 2025Q2: 25,941 shares; 2025Q3: 26,789 shares 26,789 $6.29M 0.03% +848 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 37,775 shares; 2025Q1: 41,930 shares; 2025Q2: 44,189 shares; 2025Q3: 50,204 shares 50,204 $6.21M 0.03% +6,015 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,201 shares; 2024Q4: 110,443 shares; 2025Q1: 250,889 shares; 2025Q2: 251,983 shares; 2025Q3: 254,465 shares 254,465 $6.18M 0.03% +2,482 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,372 shares; 2024Q4: 696,683 shares; 2025Q1: 819,883 shares; 2025Q2: 258,514 shares; 2025Q3: 197,714 shares 197,714 $6.18M 0.03% -60,800 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 4,572 shares; 2025Q1: 4,722 shares; 2025Q2: 4,063 shares; 2025Q3: 19,028 shares 19,028 $6.12M 0.03% +14,965 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267,822 shares; 2025Q3: 281,302 shares 281,302 $6.08M 0.03% +13,480 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,244 shares; 2024Q4: 55,849 shares; 2025Q1: 60,718 shares; 2025Q2: 52,574 shares; 2025Q3: 40,794 shares 40,794 $6.06M 0.03% -11,780 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,708 shares; 2024Q4: 357,666 shares; 2025Q1: 383,926 shares; 2025Q2: 316,725 shares; 2025Q3: 305,693 shares 305,693 $6.03M 0.03% -11,032 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,092 shares; 2024Q4: 19,702 shares; 2025Q1: 19,907 shares; 2025Q2: 19,401 shares; 2025Q3: 20,003 shares 20,003 $6.01M 0.03% +602 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,195 shares; 2024Q4: 23,922 shares; 2025Q1: 23,490 shares; 2025Q2: 21,146 shares; 2025Q3: 21,803 shares 21,803 $5.97M 0.03% +657 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,972 shares; 2024Q4: 87,286 shares; 2025Q1: 90,739 shares; 2025Q2: 60,928 shares; 2025Q3: 59,641 shares 59,641 $5.93M 0.03% -1,287 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,155 shares; 2024Q4: 879,316 shares; 2025Q1: 407,894 shares; 2025Q2: 313,372 shares; 2025Q3: 324,263 shares 324,263 $5.91M 0.03% +10,891 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 10,279 shares; 2025Q1: 9,592 shares; 2025Q2: 9,853 shares; 2025Q3: 9,703 shares 9,703 $5.91M 0.03% -150 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,753 shares 194,753 $5.91M 0.03% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,065 shares; 2024Q4: 113,329 shares; 2025Q1: 71,451 shares; 2025Q2: 79,342 shares; 2025Q3: 51,667 shares 51,667 $5.88M 0.03% -27,675 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 21,700 shares; 2025Q1: 43,452 shares; 2025Q2: 70,726 shares; 2025Q3: 73,490 shares 73,490 $5.86M 0.03% +2,764 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,592 shares; 2025Q3: 83,426 shares 83,426 $5.86M 0.03% +37,834 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,036 shares; 2024Q4: 242,291 shares; 2025Q1: 173,144 shares; 2025Q2: 191,090 shares; 2025Q3: 251,686 shares 251,686 $5.86M 0.03% +60,596 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,551 shares; 2025Q2: 26,344 shares; 2025Q3: 30,402 shares 30,402 $5.82M 0.03% +4,058 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,484 shares; 2024Q4: 131,690 shares; 2025Q1: 216,066 shares; 2025Q2: 115,153 shares; 2025Q3: 127,961 shares 127,961 $5.8M 0.03% +12,808 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,923 shares; 2024Q4: 110,040 shares; 2025Q1: 96,308 shares; 2025Q2: 97,156 shares; 2025Q3: 78,807 shares 78,807 $5.8M 0.03% -18,349 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,226 shares; 2024Q4: 103,358 shares; 2025Q1: 95,122 shares; 2025Q2: 93,487 shares; 2025Q3: 86,868 shares 86,868 $5.8M 0.03% -6,619 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,982 shares; 2024Q4: 58,831 shares; 2025Q1: 61,703 shares; 2025Q2: 58,353 shares; 2025Q3: 55,694 shares 55,694 $5.78M 0.03% -2,659 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,334 shares; 2024Q4: 38,066 shares; 2025Q1: 36,864 shares; 2025Q2: 46,486 shares; 2025Q3: 51,738 shares 51,738 $5.77M 0.03% +5,252 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 10,063 shares; 2025Q1: 10,554 shares; 2025Q2: 10,853 shares; 2025Q3: 10,553 shares 10,553 $5.77M 0.03% -300 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,062 shares; 2024Q4: 65,403 shares; 2025Q1: 77,252 shares; 2025Q2: 63,475 shares; 2025Q3: 58,789 shares 58,789 $5.76M 0.03% -4,686 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 126,417 shares; 2025Q1: 277,658 shares; 2025Q2: 169,996 shares; 2025Q3: 138,667 shares 138,667 $5.7M 0.03% -31,329 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: not reported; 2025Q1: 24,704 shares; 2025Q2: 124,911 shares; 2025Q3: 157,855 shares 157,855 $5.69M 0.03% +32,944 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,166 shares; 2024Q4: 337,371 shares; 2025Q1: 348,718 shares; 2025Q2: 288,693 shares; 2025Q3: 276,412 shares 276,412 $5.69M 0.03% -12,281 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,198 shares; 2024Q4: 61,026 shares; 2025Q1: 61,000 shares; 2025Q2: 61,577 shares; 2025Q3: 57,641 shares 57,641 $5.68M 0.03% -3,936 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,890 shares; 2024Q4: 18,400 shares; 2025Q1: 19,055 shares; 2025Q2: 98,410 shares; 2025Q3: 160,116 shares 160,116 $5.68M 0.03% +61,706 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,464 shares; 2024Q4: 73,896 shares; 2025Q1: 73,589 shares; 2025Q2: 71,627 shares; 2025Q3: 72,820 shares 72,820 $5.67M 0.03% +1,193 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,708 shares; 2024Q4: 102,544 shares; 2025Q1: 94,489 shares; 2025Q2: 134,135 shares; 2025Q3: 151,608 shares 151,608 $5.67M 0.03% +17,473 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,940 shares; 2024Q4: 187,175 shares; 2025Q1: 164,479 shares; 2025Q2: 149,448 shares; 2025Q3: 155,545 shares 155,545 $5.65M 0.03% +6,097 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,118 shares; 2024Q4: 429,844 shares; 2025Q1: 466,633 shares; 2025Q2: 464,409 shares; 2025Q3: 429,619 shares 429,619 $5.65M 0.03% -34,790 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,104 shares; 2024Q4: 464,727 shares; 2025Q1: 426,356 shares; 2025Q2: 331,790 shares; 2025Q3: 272,620 shares 272,620 $5.64M 0.03% -59,170 PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 27,247 shares; 2025Q1: 47,615 shares; 2025Q2: 58,015 shares; 2025Q3: 109,049 shares 109,049 $5.62M 0.03% +51,034 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 7,660 shares; 2025Q1: 3,407 shares; 2025Q2: 3,615 shares; 2025Q3: 83,811 shares 83,811 $5.61M 0.03% +80,196 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,417 shares; 2024Q4: 142,316 shares; 2025Q1: 131,492 shares; 2025Q2: 140,633 shares; 2025Q3: 141,421 shares 141,421 $5.6M 0.03% +788 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,592 shares; 2025Q1: 9,904 shares; 2025Q2: 24,530 shares; 2025Q3: 26,164 shares 26,164 $5.56M 0.03% +1,634 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,679 shares; 2024Q4: 65,919 shares; 2025Q1: 71,037 shares; 2025Q2: 79,226 shares; 2025Q3: 98,349 shares 98,349 $5.55M 0.03% +19,123 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,072 shares; 2024Q4: 302,569 shares; 2025Q1: 285,840 shares; 2025Q2: 275,138 shares; 2025Q3: 186,969 shares 186,969 $5.54M 0.03% -88,169 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 10,342 shares; 2025Q1: 12,708 shares; 2025Q2: 12,913 shares; 2025Q3: 13,125 shares 13,125 $5.54M 0.03% +212 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,359 shares; 2024Q4: 78,147 shares; 2025Q1: 82,845 shares; 2025Q2: 132,258 shares; 2025Q3: 223,492 shares 223,492 $5.54M 0.03% +91,234 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,429 shares; 2024Q4: 105,905 shares; 2025Q1: 102,550 shares; 2025Q2: 102,258 shares; 2025Q3: 108,557 shares 108,557 $5.52M 0.03% +6,299 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,781 shares; 2024Q4: 179,054 shares; 2025Q1: 194,607 shares; 2025Q2: 202,854 shares; 2025Q3: 194,522 shares 194,522 $5.51M 0.03% -8,332 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,422 shares; 2024Q4: 154,834 shares; 2025Q1: 167,111 shares; 2025Q2: 168,792 shares; 2025Q3: 160,209 shares 160,209 $5.51M 0.03% -8,583 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 28,177 shares; 2025Q1: 27,405 shares; 2025Q2: 28,296 shares; 2025Q3: 31,474 shares 31,474 $5.5M 0.03% +3,178 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,673 shares; 2024Q4: 144,199 shares; 2025Q1: 131,094 shares; 2025Q2: 129,871 shares; 2025Q3: 107,909 shares 107,909 $5.47M 0.03% -21,962 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,091 shares; 2025Q3: 140,450 shares 140,450 $5.47M 0.03% +39,359 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 16,077 shares; 2025Q1: 16,508 shares; 2025Q2: 15,242 shares; 2025Q3: 14,389 shares 14,389 $5.45M 0.03% -853 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,271 shares; 2024Q4: 139,628 shares; 2025Q1: 135,584 shares; 2025Q2: 138,312 shares; 2025Q3: 134,973 shares 134,973 $5.42M 0.03% -3,339 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,692 shares; 2024Q4: 52,314 shares; 2025Q1: 215,603 shares; 2025Q2: 219,528 shares; 2025Q3: 218,564 shares 218,564 $5.4M 0.03% -964 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,840 shares; 2024Q4: 70,860 shares; 2025Q1: 184,351 shares; 2025Q2: 241,524 shares; 2025Q3: 225,741 shares 225,741 $5.38M 0.03% -15,783 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,530 shares; 2025Q1: 23,108 shares; 2025Q2: 85,197 shares; 2025Q3: 104,622 shares 104,622 $5.38M 0.03% +19,425 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,906 shares; 2024Q4: 67,397 shares; 2025Q1: 63,423 shares; 2025Q2: 56,461 shares; 2025Q3: 44,593 shares 44,593 $5.38M 0.03% -11,868 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,269 shares; 2024Q4: 100,289 shares; 2025Q1: 108,978 shares; 2025Q2: 112,533 shares; 2025Q3: 133,240 shares 133,240 $5.38M 0.03% +20,707 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,547 shares; 2024Q4: 32,752 shares; 2025Q1: 32,924 shares; 2025Q2: 24,094 shares; 2025Q3: 36,840 shares 36,840 $5.37M 0.03% +12,746 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 51,248 shares; 2025Q1: 49,099 shares; 2025Q2: 45,539 shares; 2025Q3: 46,697 shares 46,697 $5.35M 0.03% +1,158 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,555 shares; 2024Q4: 48,498 shares; 2025Q1: 42,632 shares; 2025Q2: 44,234 shares; 2025Q3: 44,529 shares 44,529 $5.34M 0.03% +295 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,001 shares; 2024Q4: 353,081 shares; 2025Q1: 394,562 shares; 2025Q2: 345,308 shares; 2025Q3: 314,001 shares 314,001 $5.34M 0.03% -31,307 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,031 shares; 2024Q4: 15,057 shares; 2025Q1: 33,357 shares; 2025Q2: 50,194 shares; 2025Q3: 51,662 shares 51,662 $5.34M 0.03% +1,468 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,128 shares; 2025Q2: 4,988 shares; 2025Q3: 101,109 shares 101,109 $5.34M 0.03% +96,121 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,526 shares; 2024Q4: 92,225 shares; 2025Q1: 94,876 shares; 2025Q2: 92,169 shares; 2025Q3: 99,909 shares 99,909 $5.34M 0.03% +7,740 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,315 shares; 2024Q4: 113,129 shares; 2025Q1: 88,916 shares; 2025Q2: 90,491 shares; 2025Q3: 105,203 shares 105,203 $5.33M 0.03% +14,712 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,874 shares; 2024Q4: 118,345 shares; 2025Q1: 115,569 shares; 2025Q2: 127,875 shares; 2025Q3: 140,954 shares 140,954 $5.32M 0.03% +13,079 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,056 shares; 2024Q4: 40,522 shares; 2025Q1: 38,990 shares; 2025Q2: 41,140 shares; 2025Q3: 41,400 shares 41,400 $5.31M 0.03% +260 Timeline BKKT BAKKT INC More: the full row for BAKKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,730 shares 157,730 $5.31M 0.03% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,194 shares; 2024Q4: 299,297 shares; 2025Q1: 319,023 shares; 2025Q2: 319,698 shares; 2025Q3: 337,813 shares 337,813 $5.3M 0.03% +18,115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,072 shares; 2025Q3: 119,600 shares 119,600 $5.29M 0.03% +49,528 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,936 shares; 2024Q4: 20,444 shares; 2025Q1: 19,499 shares; 2025Q2: 20,457 shares; 2025Q3: 21,477 shares 21,477 $5.28M 0.03% +1,020 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,467 shares; 2024Q4: 372,543 shares; 2025Q1: 121,747 shares; 2025Q2: 116,494 shares; 2025Q3: 118,750 shares 118,750 $5.27M 0.03% +2,256 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,140 shares; 2024Q4: 82,971 shares; 2025Q1: 83,826 shares; 2025Q2: 82,738 shares; 2025Q3: 84,853 shares 84,853 $5.27M 0.03% +2,115 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 15,161 shares; 2025Q1: 14,628 shares; 2025Q2: 13,442 shares; 2025Q3: 13,246 shares 13,246 $5.25M 0.03% -196 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,115 shares; 2024Q4: 21,974 shares; 2025Q1: 9,375 shares; 2025Q2: 32,614 shares; 2025Q3: 36,632 shares 36,632 $5.24M 0.03% +4,018 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,695 shares; 2024Q4: 214,281 shares; 2025Q1: 165,045 shares; 2025Q2: 160,555 shares; 2025Q3: 167,473 shares 167,473 $5.22M 0.03% +6,918 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 42,976 shares; 2025Q1: 41,560 shares; 2025Q2: 41,440 shares; 2025Q3: 41,150 shares 41,150 $5.22M 0.03% -290 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,276 shares; 2024Q4: 67,335 shares; 2025Q1: 65,810 shares; 2025Q2: 60,199 shares; 2025Q3: 57,889 shares 57,889 $5.19M 0.03% -2,310 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 31,211 shares; 2025Q1: 29,625 shares; 2025Q2: 35,373 shares; 2025Q3: 36,643 shares 36,643 $5.18M 0.03% +1,270 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,568 shares; 2024Q4: 86,837 shares; 2025Q1: 76,650 shares; 2025Q2: 96,417 shares; 2025Q3: 177,942 shares 177,942 $5.14M 0.03% +81,525 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 8,113 shares; 2025Q1: 8,087 shares; 2025Q2: 8,837 shares; 2025Q3: 10,534 shares 10,534 $5.13M 0.03% +1,697 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,543 shares; 2024Q4: 117,252 shares; 2025Q1: 107,753 shares; 2025Q2: 102,785 shares; 2025Q3: 105,876 shares 105,876 $5.12M 0.03% +3,091 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,861 shares; 2025Q2: 83,789 shares; 2025Q3: 98,313 shares 98,313 $5.11M 0.03% +14,524 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,235 shares; 2024Q4: 22,324 shares; 2025Q1: 23,161 shares; 2025Q2: 23,691 shares; 2025Q3: 21,264 shares 21,264 $5.09M 0.03% -2,427 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,663 shares; 2024Q4: 16,284 shares; 2025Q1: 15,044 shares; 2025Q2: 14,945 shares; 2025Q3: 22,141 shares 22,141 $5.08M 0.02% +7,196 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,095 shares; 2024Q4: 174,365 shares; 2025Q1: 182,521 shares; 2025Q2: 188,742 shares; 2025Q3: 187,191 shares 187,191 $5.08M 0.02% -1,551 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,429 shares; 2024Q4: 24,956 shares; 2025Q1: 24,108 shares; 2025Q2: 23,190 shares; 2025Q3: 22,764 shares 22,764 $5.07M 0.02% -426 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,452 shares; 2024Q4: 68,936 shares; 2025Q1: 88,763 shares; 2025Q2: 93,273 shares; 2025Q3: 100,573 shares 100,573 $5.06M 0.02% +7,300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,838 shares; 2024Q4: 167,552 shares; 2025Q1: 162,943 shares; 2025Q2: 150,019 shares; 2025Q3: 142,339 shares 142,339 $5.05M 0.02% -7,680 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 53,943 shares; 2025Q1: 52,464 shares; 2025Q2: 57,189 shares; 2025Q3: 62,660 shares 62,660 $5.05M 0.02% +5,471 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,276 shares; 2024Q4: 22,039 shares; 2025Q1: 21,714 shares; 2025Q2: 22,075 shares; 2025Q3: 20,501 shares 20,501 $5.05M 0.02% -1,574 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,361 shares; 2024Q4: 29,801 shares; 2025Q1: 24,261 shares; 2025Q2: 27,443 shares; 2025Q3: 24,551 shares 24,551 $5.04M 0.02% -2,892 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 510 shares; 2025Q1: 5,480 shares; 2025Q2: 5,969 shares; 2025Q3: 5,457 shares 5,457 $5.02M 0.02% -512 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,104 shares; 2024Q4: 46,212 shares; 2025Q1: 47,255 shares; 2025Q2: 44,561 shares; 2025Q3: 44,265 shares 44,265 $5.01M 0.02% -296 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,948 shares; 2024Q4: 22,398 shares; 2025Q1: 21,642 shares; 2025Q2: 20,917 shares; 2025Q3: 20,361 shares 20,361 $4.97M 0.02% -556 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,354 shares; 2024Q4: 460,620 shares; 2025Q1: 446,768 shares; 2025Q2: 370,136 shares; 2025Q3: 339,025 shares 339,025 $4.96M 0.02% -31,111 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,223 shares; 2024Q4: 135,899 shares; 2025Q1: 159,798 shares; 2025Q2: 175,149 shares; 2025Q3: 183,723 shares 183,723 $4.95M 0.02% +8,574 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,470 shares; 2024Q4: 27,299 shares; 2025Q1: 26,974 shares; 2025Q2: 69,279 shares; 2025Q3: 64,535 shares 64,535 $4.95M 0.02% -4,744 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,646 shares; 2024Q4: 34,682 shares; 2025Q1: 38,275 shares; 2025Q2: 42,514 shares; 2025Q3: 44,583 shares 44,583 $4.95M 0.02% +2,069 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 3,158 shares; 2025Q1: 3,326 shares; 2025Q2: 44,695 shares; 2025Q3: 45,873 shares 45,873 $4.95M 0.02% +1,178 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,766 shares; 2024Q4: 108,943 shares; 2025Q1: 109,339 shares; 2025Q2: 110,274 shares; 2025Q3: 111,516 shares 111,516 $4.93M 0.02% +1,242 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,673 shares; 2024Q4: 46,517 shares; 2025Q1: 45,438 shares; 2025Q2: 47,245 shares; 2025Q3: 48,992 shares 48,992 $4.92M 0.02% +1,747 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,526 shares; 2024Q4: 349,968 shares; 2025Q1: 244,417 shares; 2025Q2: 230,197 shares; 2025Q3: 212,418 shares 212,418 $4.91M 0.02% -17,779 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,515 shares; 2024Q4: 7,235 shares; 2025Q1: 6,881 shares; 2025Q2: 60,069 shares; 2025Q3: 95,822 shares 95,822 $4.91M 0.02% +35,753 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 37,429 shares; 2025Q1: 41,626 shares; 2025Q2: 85,407 shares; 2025Q3: 90,430 shares 90,430 $4.88M 0.02% +5,023 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,011 shares; 2024Q4: 176,016 shares; 2025Q1: 186,499 shares; 2025Q2: 182,070 shares; 2025Q3: 179,463 shares 179,463 $4.86M 0.02% -2,607 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,315 shares; 2024Q4: 177,194 shares; 2025Q1: 135,414 shares; 2025Q2: 166,854 shares; 2025Q3: 168,951 shares 168,951 $4.84M 0.02% +2,097 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,113 shares; 2025Q3: 140,231 shares 140,231 $4.81M 0.02% +11,118 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,089 shares; 2024Q4: 178,375 shares; 2025Q1: 151,162 shares; 2025Q2: 143,880 shares; 2025Q3: 138,995 shares 138,995 $4.79M 0.02% -4,885 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,507 shares; 2024Q4: 143,025 shares; 2025Q1: 156,390 shares; 2025Q2: 142,300 shares; 2025Q3: 182,604 shares 182,604 $4.72M 0.02% +40,304 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,380 shares; 2024Q4: 83,926 shares; 2025Q1: 91,774 shares; 2025Q2: 102,700 shares; 2025Q3: 97,890 shares 97,890 $4.72M 0.02% -4,810 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,555 shares; 2025Q2: 19,710 shares; 2025Q3: 185,974 shares 185,974 $4.72M 0.02% +166,264 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,877 shares; 2024Q4: 64,377 shares; 2025Q1: 71,349 shares; 2025Q2: 39,618 shares; 2025Q3: 37,593 shares 37,593 $4.7M 0.02% -2,025 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,386 shares; 2024Q4: 24,628 shares; 2025Q1: 16,507 shares; 2025Q2: 14,962 shares; 2025Q3: 17,205 shares 17,205 $4.68M 0.02% +2,243 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,203 shares 50,203 $4.68M 0.02% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 172 shares; 2025Q1: 158 shares; 2025Q2: 1,812 shares; 2025Q3: 2,612 shares 2,612 $4.67M 0.02% +800 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,838 shares; 2024Q4: 119,581 shares; 2025Q1: 92,449 shares; 2025Q2: 81,468 shares; 2025Q3: 94,377 shares 94,377 $4.67M 0.02% +12,909 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 18,578 shares; 2025Q1: 18,897 shares; 2025Q2: 19,450 shares; 2025Q3: 19,787 shares 19,787 $4.67M 0.02% +337 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 88,622 shares; 2025Q1: 86,715 shares; 2025Q2: 84,384 shares; 2025Q3: 82,339 shares 82,339 $4.66M 0.02% -2,045 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,441 shares; 2024Q4: 102,584 shares; 2025Q1: 98,753 shares; 2025Q2: 94,276 shares; 2025Q3: 78,834 shares 78,834 $4.63M 0.02% -15,442 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,845 shares; 2024Q4: 198,822 shares; 2025Q1: 165,473 shares; 2025Q2: 37,691 shares; 2025Q3: 46,189 shares 46,189 $4.63M 0.02% +8,498 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,274 shares; 2024Q4: 82,672 shares; 2025Q1: 95,798 shares; 2025Q2: 75,214 shares; 2025Q3: 66,089 shares 66,089 $4.61M 0.02% -9,125 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,915 shares; 2024Q4: 36,890 shares; 2025Q1: 35,579 shares; 2025Q2: 35,459 shares; 2025Q3: 33,845 shares 33,845 $4.6M 0.02% -1,614 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,873 shares; 2025Q1: 13,694 shares; 2025Q2: 29,510 shares; 2025Q3: 19,977 shares 19,977 $4.59M 0.02% -9,533 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,105 shares; 2024Q4: 75,269 shares; 2025Q1: 74,179 shares; 2025Q2: 76,783 shares; 2025Q3: 76,879 shares 76,879 $4.59M 0.02% +96 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,820 shares; 2024Q4: 135,513 shares; 2025Q1: 134,363 shares; 2025Q2: 132,710 shares; 2025Q3: 133,717 shares 133,717 $4.58M 0.02% +1,007 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,714 shares; 2024Q4: 370,394 shares; 2025Q1: 399,685 shares; 2025Q2: 461,468 shares; 2025Q3: 466,358 shares 466,358 $4.56M 0.02% +4,890 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,697 shares; 2024Q4: 174,178 shares; 2025Q1: 178,040 shares; 2025Q2: 177,497 shares; 2025Q3: 185,724 shares 185,724 $4.54M 0.02% +8,227 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,990 shares; 2024Q4: 334,253 shares; 2025Q1: 331,815 shares; 2025Q2: 375,666 shares; 2025Q3: 372,036 shares 372,036 $4.54M 0.02% -3,630 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,916 shares; 2024Q4: 27,896 shares; 2025Q1: 29,653 shares; 2025Q2: 30,072 shares; 2025Q3: 34,239 shares 34,239 $4.54M 0.02% +4,167 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,835 shares; 2025Q1: 4,072 shares; 2025Q2: 4,334 shares; 2025Q3: 4,847 shares 4,847 $4.53M 0.02% +513 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,402 shares; 2024Q4: 100,658 shares; 2025Q1: 65,828 shares; 2025Q2: 77,458 shares; 2025Q3: 75,919 shares 75,919 $4.53M 0.02% -1,539 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 10,241 shares; 2025Q1: 10,189 shares; 2025Q2: 60,766 shares; 2025Q3: 79,800 shares 79,800 $4.52M 0.02% +19,034 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,996 shares; 2024Q4: 45,347 shares; 2025Q1: 43,846 shares; 2025Q2: 42,722 shares; 2025Q3: 40,811 shares 40,811 $4.5M 0.02% -1,911 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,063 shares; 2024Q4: 77,840 shares; 2025Q1: 71,692 shares; 2025Q2: 85,898 shares; 2025Q3: 81,098 shares 81,098 $4.5M 0.02% -4,800 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,728 shares; 2024Q4: 43,793 shares; 2025Q1: 42,860 shares; 2025Q2: 42,197 shares; 2025Q3: 40,693 shares 40,693 $4.5M 0.02% -1,504 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,349 shares; 2024Q4: 33,724 shares; 2025Q1: 37,954 shares; 2025Q2: 37,079 shares; 2025Q3: 37,877 shares 37,877 $4.49M 0.02% +798 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,065 shares; 2025Q1: 53,575 shares; 2025Q2: 48,635 shares; 2025Q3: 45,895 shares 45,895 $4.48M 0.02% -2,740 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,107 shares; 2025Q1: 50,446 shares; 2025Q2: 61,783 shares; 2025Q3: 87,016 shares 87,016 $4.47M 0.02% +25,233 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,123 shares; 2024Q4: 239,011 shares; 2025Q1: 261,801 shares; 2025Q2: 270,706 shares; 2025Q3: 275,635 shares 275,635 $4.47M 0.02% +4,929 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 18,745 shares; 2025Q1: 19,847 shares; 2025Q2: 20,542 shares; 2025Q3: 15,816 shares 15,816 $4.46M 0.02% -4,726 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,965 shares; 2024Q4: 78,197 shares; 2025Q1: 55,296 shares; 2025Q2: 55,192 shares; 2025Q3: 55,572 shares 55,572 $4.46M 0.02% +380 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,463 shares; 2024Q4: 80,850 shares; 2025Q1: 45,946 shares; 2025Q2: 40,933 shares; 2025Q3: 41,467 shares 41,467 $4.46M 0.02% +534 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,094 shares; 2024Q4: 28,795 shares; 2025Q1: 27,561 shares; 2025Q2: 24,580 shares; 2025Q3: 30,740 shares 30,740 $4.44M 0.02% +6,160 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306,669 shares; 2025Q3: 314,247 shares 314,247 $4.44M 0.02% +7,578 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 20,933 shares; 2025Q1: 15,319 shares; 2025Q2: 67,179 shares; 2025Q3: 84,553 shares 84,553 $4.44M 0.02% +17,374 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,221 shares; 2024Q4: 13,995 shares; 2025Q1: 15,645 shares; 2025Q2: 14,928 shares; 2025Q3: 15,372 shares 15,372 $4.43M 0.02% +444 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,901 shares; 2024Q4: 133,794 shares; 2025Q1: 148,838 shares; 2025Q2: 97,106 shares; 2025Q3: 118,365 shares 118,365 $4.42M 0.02% +21,259 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,321 shares; 2025Q1: 5,685 shares; 2025Q2: 6,012 shares; 2025Q3: 5,814 shares 5,814 $4.41M 0.02% -198 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,175 shares; 2024Q4: 37,632 shares; 2025Q1: 36,826 shares; 2025Q2: 38,120 shares; 2025Q3: 35,417 shares 35,417 $4.4M 0.02% -2,703 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,175 shares; 2025Q1: 29,801 shares; 2025Q2: 76,303 shares; 2025Q3: 92,918 shares 92,918 $4.4M 0.02% +16,615 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,893 shares; 2024Q4: 58,451 shares; 2025Q1: 62,069 shares; 2025Q2: 65,084 shares; 2025Q3: 72,084 shares 72,084 $4.38M 0.02% +7,000 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 9,774 shares; 2025Q1: 10,263 shares; 2025Q2: 10,582 shares; 2025Q3: 10,544 shares 10,544 $4.37M 0.02% -38 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,802 shares; 2024Q4: 174,046 shares; 2025Q1: 116,013 shares; 2025Q2: 113,562 shares; 2025Q3: 182,095 shares 182,095 $4.36M 0.02% +68,533 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,712 shares; 2024Q4: 84,338 shares; 2025Q1: 75,740 shares; 2025Q2: 78,508 shares; 2025Q3: 80,790 shares 80,790 $4.36M 0.02% +2,282 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,622 shares; 2024Q4: 78,880 shares; 2025Q1: 79,024 shares; 2025Q2: 40,812 shares; 2025Q3: 38,832 shares 38,832 $4.34M 0.02% -1,980 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,477 shares; 2024Q4: 17,763 shares; 2025Q1: 21,446 shares; 2025Q2: 68,860 shares; 2025Q3: 68,442 shares 68,442 $4.34M 0.02% -418 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 29,060 shares; 2025Q1: 42,066 shares; 2025Q2: 47,210 shares; 2025Q3: 34,097 shares 34,097 $4.32M 0.02% -13,113 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,683 shares; 2024Q4: 39,876 shares; 2025Q1: 40,993 shares; 2025Q2: 35,868 shares; 2025Q3: 33,189 shares 33,189 $4.31M 0.02% -2,679 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,604 shares; 2024Q4: 153,967 shares; 2025Q1: 88,651 shares; 2025Q2: 89,984 shares; 2025Q3: 90,285 shares 90,285 $4.29M 0.02% +301 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 29,149 shares; 2025Q1: 28,373 shares; 2025Q2: 26,672 shares; 2025Q3: 29,076 shares 29,076 $4.25M 0.02% +2,404 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,739 shares; 2024Q4: 385,332 shares; 2025Q1: 589,686 shares; 2025Q2: 1,516,463 shares; 2025Q3: 1,546,380 shares 1,546,380 $4.25M 0.02% +29,917 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,060 shares; 2024Q4: 779,710 shares; 2025Q1: 197,064 shares; 2025Q2: 139,377 shares; 2025Q3: 142,935 shares 142,935 $4.24M 0.02% +3,558 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,523 shares; 2025Q2: 92,483 shares; 2025Q3: 77,410 shares 77,410 $4.23M 0.02% -15,073 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,704 shares; 2024Q4: 62,628 shares; 2025Q1: 62,799 shares; 2025Q2: 82,876 shares; 2025Q3: 91,351 shares 91,351 $4.21M 0.02% +8,475 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,446 shares; 2024Q4: 23,363 shares; 2025Q1: 25,041 shares; 2025Q2: 27,102 shares; 2025Q3: 18,578 shares 18,578 $4.19M 0.02% -8,524 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,903 shares; 2024Q4: 16,103 shares; 2025Q1: 14,869 shares; 2025Q2: 16,829 shares; 2025Q3: 17,636 shares 17,636 $4.16M 0.02% +807 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,235 shares; 2024Q4: 18,008 shares; 2025Q1: 18,218 shares; 2025Q2: 18,662 shares; 2025Q3: 63,534 shares 63,534 $4.14M 0.02% +44,872 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,248 shares; 2024Q4: 41,782 shares; 2025Q1: 39,516 shares; 2025Q2: 39,473 shares; 2025Q3: 37,251 shares 37,251 $4.12M 0.02% -2,222 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,977 shares; 2024Q4: 23,785 shares; 2025Q1: 23,256 shares; 2025Q2: 23,764 shares; 2025Q3: 23,157 shares 23,157 $4.09M 0.02% -607 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,904 shares; 2025Q1: 44,375 shares; 2025Q2: 41,014 shares; 2025Q3: 72,164 shares 72,164 $4.09M 0.02% +31,150 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 9,910 shares; 2025Q1: 10,741 shares; 2025Q2: 13,219 shares; 2025Q3: 12,576 shares 12,576 $4.07M 0.02% -643 Timeline RDCM RADCOM LTD More: the full row for RADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,058 shares 280,058 $4.06M 0.02% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,708 shares; 2024Q4: 150,174 shares; 2025Q1: 155,145 shares; 2025Q2: 158,839 shares; 2025Q3: 164,234 shares 164,234 $4.06M 0.02% +5,395 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,413 shares; 2024Q4: 29,925 shares; 2025Q1: 214,725 shares; 2025Q2: 399,225 shares; 2025Q3: 455,125 shares 455,125 $4.05M 0.02% +55,900 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,976 shares; 2024Q4: 25,349 shares; 2025Q1: 25,228 shares; 2025Q2: 25,302 shares; 2025Q3: 24,904 shares 24,904 $4.05M 0.02% -398 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,100 shares; 2024Q4: 627,992 shares; 2025Q1: 839,285 shares; 2025Q2: 1,231,438 shares; 2025Q3: 1,287,332 shares 1,287,332 $4.02M 0.02% +55,894 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,082 shares; 2024Q4: 45,722 shares; 2025Q1: 44,801 shares; 2025Q2: 46,904 shares; 2025Q3: 48,578 shares 48,578 $4M 0.02% +1,674 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,334 shares; 2024Q4: 55,299 shares; 2025Q1: 53,453 shares; 2025Q2: 55,026 shares; 2025Q3: 51,561 shares 51,561 $4M 0.02% -3,465 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,370 shares; 2024Q4: 250,649 shares; 2025Q1: 290,294 shares; 2025Q2: 403,725 shares; 2025Q3: 402,137 shares 402,137 $4M 0.02% -1,588 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,819 shares; 2024Q4: 64,935 shares; 2025Q1: 65,330 shares; 2025Q2: 68,669 shares; 2025Q3: 67,378 shares 67,378 $3.99M 0.02% -1,291 SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,660 shares; 2024Q4: 95,073 shares; 2025Q1: 167,704 shares; 2025Q2: 86,920 shares; 2025Q3: 90,655 shares 90,655 $3.99M 0.02% +3,735 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,698 shares; 2024Q4: 550,126 shares; 2025Q1: 619,577 shares; 2025Q2: 670,161 shares; 2025Q3: 695,567 shares 695,567 $3.96M 0.02% +25,406 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,108 shares; 2025Q1: 2,902 shares; 2025Q2: 3,072 shares; 2025Q3: 27,331 shares 27,331 $3.96M 0.02% +24,259 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,286 shares; 2024Q4: 100,349 shares; 2025Q1: 103,285 shares; 2025Q2: 102,828 shares; 2025Q3: 99,833 shares 99,833 $3.96M 0.02% -2,995 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,821 shares; 2024Q4: 223,564 shares; 2025Q1: 267,439 shares; 2025Q2: 215,220 shares; 2025Q3: 210,268 shares 210,268 $3.96M 0.02% -4,952 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,216 shares; 2024Q4: 91,825 shares; 2025Q1: 92,211 shares; 2025Q2: 120,948 shares; 2025Q3: 112,734 shares 112,734 $3.95M 0.02% -8,214 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,003 shares; 2024Q4: 34,540 shares; 2025Q1: 38,274 shares; 2025Q2: 40,714 shares; 2025Q3: 40,354 shares 40,354 $3.94M 0.02% -360 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 19,143 shares; 2025Q1: 18,059 shares; 2025Q2: 18,698 shares; 2025Q3: 22,107 shares 22,107 $3.94M 0.02% +3,409 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,434 shares; 2024Q4: 81,255 shares; 2025Q1: 89,104 shares; 2025Q2: 54,067 shares; 2025Q3: 46,648 shares 46,648 $3.93M 0.02% -7,419 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,440 shares; 2024Q4: 41,510 shares; 2025Q1: 27,926 shares; 2025Q2: 168,532 shares; 2025Q3: 170,870 shares 170,870 $3.92M 0.02% +2,338 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,622 shares; 2024Q4: 41,380 shares; 2025Q1: 42,348 shares; 2025Q2: 44,936 shares; 2025Q3: 43,756 shares 43,756 $3.92M 0.02% -1,180 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,796 shares; 2024Q4: 148,671 shares; 2025Q1: 147,031 shares; 2025Q2: 156,690 shares; 2025Q3: 165,618 shares 165,618 $3.92M 0.02% +8,928 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,659 shares; 2024Q4: 73,569 shares; 2025Q1: 83,609 shares; 2025Q2: 73,941 shares; 2025Q3: 82,348 shares 82,348 $3.91M 0.02% +8,407 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,308 shares; 2024Q4: 91,385 shares; 2025Q1: 78,146 shares; 2025Q2: 68,226 shares; 2025Q3: 56,868 shares 56,868 $3.9M 0.02% -11,358 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,485 shares; 2024Q4: 93,304 shares; 2025Q1: 84,666 shares; 2025Q2: 84,495 shares; 2025Q3: 77,271 shares 77,271 $3.9M 0.02% -7,224 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,251 shares; 2024Q4: 65,389 shares; 2025Q1: 85,008 shares; 2025Q2: 49,045 shares; 2025Q3: 46,402 shares 46,402 $3.89M 0.02% -2,643 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,460 shares; 2024Q4: 264,946 shares; 2025Q1: 228,241 shares; 2025Q2: 198,059 shares; 2025Q3: 87,242 shares 87,242 $3.89M 0.02% -110,817 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,621 shares; 2024Q4: 122,295 shares; 2025Q1: 125,792 shares; 2025Q2: 151,280 shares; 2025Q3: 158,286 shares 158,286 $3.86M 0.02% +7,006 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,121 shares; 2024Q4: 52,030 shares; 2025Q1: 82,054 shares; 2025Q2: 81,535 shares; 2025Q3: 84,157 shares 84,157 $3.85M 0.02% +2,622 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,712 shares; 2024Q4: 17,985 shares; 2025Q1: 21,366 shares; 2025Q2: 37,769 shares; 2025Q3: 40,355 shares 40,355 $3.84M 0.02% +2,586 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,471 shares; 2025Q3: 163,044 shares 163,044 $3.84M 0.02% +90,573 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,521 shares; 2024Q4: 30,349 shares; 2025Q1: 30,648 shares; 2025Q2: 31,829 shares; 2025Q3: 29,580 shares 29,580 $3.81M 0.02% -2,249 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,904 shares; 2024Q4: 129,046 shares; 2025Q1: 105,231 shares; 2025Q2: 102,180 shares; 2025Q3: 100,456 shares 100,456 $3.81M 0.02% -1,724 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 24,375 shares; 2025Q1: 22,947 shares; 2025Q2: 23,612 shares; 2025Q3: 22,451 shares 22,451 $3.8M 0.02% -1,161 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,826 shares; 2024Q4: 11,154 shares; 2025Q1: 18,654 shares; 2025Q2: 12,917 shares; 2025Q3: 11,755 shares 11,755 $3.79M 0.02% -1,162 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,819 shares; 2024Q4: 77,746 shares; 2025Q1: 74,138 shares; 2025Q2: 72,663 shares; 2025Q3: 51,983 shares 51,983 $3.79M 0.02% -20,680 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,338 shares; 2024Q4: 55,551 shares; 2025Q1: 55,179 shares; 2025Q2: 73,534 shares; 2025Q3: 80,316 shares 80,316 $3.79M 0.02% +6,782 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,881 shares; 2024Q4: 84,032 shares; 2025Q1: 91,984 shares; 2025Q2: 106,376 shares; 2025Q3: 118,320 shares 118,320 $3.74M 0.02% +11,944 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,248 shares; 2024Q4: 10,605 shares; 2025Q1: 10,329 shares; 2025Q2: 14,257 shares; 2025Q3: 12,236 shares 12,236 $3.74M 0.02% -2,021 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,265 shares; 2024Q4: 230,869 shares; 2025Q1: 250,176 shares; 2025Q2: 149,429 shares; 2025Q3: 148,800 shares 148,800 $3.73M 0.02% -629 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,295 shares; 2024Q4: 63,162 shares; 2025Q1: 79,294 shares; 2025Q2: 142,660 shares; 2025Q3: 161,471 shares 161,471 $3.73M 0.02% +18,811 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,207 shares; 2025Q2: 110,191 shares; 2025Q3: 115,594 shares 115,594 $3.72M 0.02% +5,403 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,926 shares; 2024Q4: 58,509 shares; 2025Q1: 55,237 shares; 2025Q2: 57,706 shares; 2025Q3: 55,399 shares 55,399 $3.71M 0.02% -2,307 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,293 shares; 2024Q4: 44,669 shares; 2025Q1: 46,010 shares; 2025Q2: 40,033 shares; 2025Q3: 40,440 shares 40,440 $3.7M 0.02% +407 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,720 shares; 2024Q4: 40,353 shares; 2025Q1: 40,859 shares; 2025Q2: 41,115 shares; 2025Q3: 43,578 shares 43,578 $3.7M 0.02% +2,463 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,554 shares; 2024Q4: 14,971 shares; 2025Q1: 14,551 shares; 2025Q2: 80,034 shares; 2025Q3: 61,082 shares 61,082 $3.69M 0.02% -18,952 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 11,995 shares; 2025Q1: 14,852 shares; 2025Q2: 17,843 shares; 2025Q3: 18,816 shares 18,816 $3.69M 0.02% +973 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,371 shares; 2024Q4: 222,771 shares; 2025Q1: 224,111 shares; 2025Q2: 225,324 shares; 2025Q3: 231,759 shares 231,759 $3.68M 0.02% +6,435 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,775 shares 44,775 $3.68M 0.02% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,750 shares; 2024Q4: 154,991 shares; 2025Q1: 161,296 shares; 2025Q2: 172,601 shares; 2025Q3: 190,306 shares 190,306 $3.68M 0.02% +17,705 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,710 shares; 2024Q4: 17,840 shares; 2025Q1: 18,007 shares; 2025Q2: 18,066 shares; 2025Q3: 17,068 shares 17,068 $3.66M 0.02% -998 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,355 shares; 2024Q4: 115,467 shares; 2025Q1: 10,191 shares; 2025Q2: 78,493 shares; 2025Q3: 69,846 shares 69,846 $3.65M 0.02% -8,647 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,853 shares; 2024Q4: 359,636 shares; 2025Q1: 464,303 shares; 2025Q2: 572,887 shares; 2025Q3: 707,202 shares 707,202 $3.65M 0.02% +134,315 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,396 shares; 2024Q4: 361,018 shares; 2025Q1: 83,906 shares; 2025Q2: 84,018 shares; 2025Q3: 86,553 shares 86,553 $3.64M 0.02% +2,535 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,259 shares; 2025Q1: 3,951 shares; 2025Q2: 4,737 shares; 2025Q3: 5,211 shares 5,211 $3.64M 0.02% +474 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,988 shares; 2024Q4: 27,682 shares; 2025Q1: 24,043 shares; 2025Q2: 26,052 shares; 2025Q3: 32,715 shares 32,715 $3.63M 0.02% +6,663 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 21,139 shares; 2025Q1: 63,513 shares; 2025Q2: 61,063 shares; 2025Q3: 57,164 shares 57,164 $3.62M 0.02% -3,899 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,457 shares; 2025Q1: 102,465 shares; 2025Q2: 42,373 shares; 2025Q3: 58,593 shares 58,593 $3.6M 0.02% +16,220 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,245 shares; 2024Q4: 117,985 shares; 2025Q1: 141,632 shares; 2025Q2: 151,659 shares; 2025Q3: 153,602 shares 153,602 $3.6M 0.02% +1,943 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,214 shares; 2024Q4: 347,912 shares; 2025Q1: 212,829 shares; 2025Q2: 181,787 shares; 2025Q3: 187,379 shares 187,379 $3.59M 0.02% +5,592 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,412 shares; 2024Q4: 52,940 shares; 2025Q1: 59,007 shares; 2025Q2: 63,747 shares; 2025Q3: 74,230 shares 74,230 $3.56M 0.02% +10,483 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,915 shares; 2024Q4: 148,763 shares; 2025Q1: 155,805 shares; 2025Q2: 177,553 shares; 2025Q3: 176,371 shares 176,371 $3.55M 0.02% -1,182 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,438 shares; 2024Q4: 152,765 shares; 2025Q1: 174,626 shares; 2025Q2: 180,918 shares; 2025Q3: 199,457 shares 199,457 $3.54M 0.02% +18,539 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,661 shares; 2024Q4: 64,561 shares; 2025Q1: 73,740 shares; 2025Q2: 80,589 shares; 2025Q3: 78,244 shares 78,244 $3.52M 0.02% -2,345 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 3,664 shares; 2025Q1: 3,671 shares; 2025Q2: 3,792 shares; 2025Q3: 3,245 shares 3,245 $3.5M 0.02% -547 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,796 shares; 2024Q4: 60,169 shares; 2025Q1: 55,059 shares; 2025Q2: 55,746 shares; 2025Q3: 54,474 shares 54,474 $3.5M 0.02% -1,272 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,474 shares; 2024Q4: 84,554 shares; 2025Q1: 82,928 shares; 2025Q2: 77,989 shares; 2025Q3: 76,434 shares 76,434 $3.49M 0.02% -1,555 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,720 shares; 2024Q4: 253,582 shares; 2025Q1: 258,278 shares; 2025Q2: 243,088 shares; 2025Q3: 69,563 shares 69,563 $3.49M 0.02% -173,525 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,440 shares; 2024Q4: 67,470 shares; 2025Q1: 61,666 shares; 2025Q2: 64,768 shares; 2025Q3: 62,227 shares 62,227 $3.48M 0.02% -2,541 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,579 shares; 2024Q4: 127,538 shares; 2025Q1: 130,020 shares; 2025Q2: 127,892 shares; 2025Q3: 131,619 shares 131,619 $3.47M 0.02% +3,727 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,261 shares; 2024Q4: 30,912 shares; 2025Q1: 30,665 shares; 2025Q2: 32,877 shares; 2025Q3: 31,513 shares 31,513 $3.46M 0.02% -1,364 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,315 shares; 2024Q4: 34,105 shares; 2025Q1: 29,052 shares; 2025Q2: 25,001 shares; 2025Q3: 24,278 shares 24,278 $3.45M 0.02% -723 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 50,071 shares; 2025Q1: 55,958 shares; 2025Q2: 55,749 shares; 2025Q3: 60,626 shares 60,626 $3.45M 0.02% +4,877 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,109 shares; 2025Q2: 141,581 shares; 2025Q3: 167,785 shares 167,785 $3.44M 0.02% +26,204 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,764 shares; 2024Q4: 89,871 shares; 2025Q1: 78,170 shares; 2025Q2: 74,884 shares; 2025Q3: 83,294 shares 83,294 $3.42M 0.02% +8,410 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,687 shares; 2024Q4: 65,672 shares; 2025Q1: 61,056 shares; 2025Q2: 60,517 shares; 2025Q3: 54,516 shares 54,516 $3.41M 0.02% -6,001 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,088 shares; 2024Q4: 126,500 shares; 2025Q1: 98,287 shares; 2025Q2: 95,787 shares; 2025Q3: 86,663 shares 86,663 $3.4M 0.02% -9,124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,199 shares; 2024Q4: 280,086 shares; 2025Q1: 452,282 shares; 2025Q2: 74,943 shares; 2025Q3: 185,930 shares 185,930 $3.4M 0.02% +110,987 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,991 shares; 2024Q4: 66,571 shares; 2025Q1: 75,623 shares; 2025Q2: 93,006 shares; 2025Q3: 102,830 shares 102,830 $3.38M 0.02% +9,824 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,911 shares; 2024Q4: 24,702 shares; 2025Q1: 25,280 shares; 2025Q2: 57,054 shares; 2025Q3: 64,585 shares 64,585 $3.38M 0.02% +7,531 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,710 shares; 2024Q4: 30,680 shares; 2025Q1: 28,615 shares; 2025Q2: 26,621 shares; 2025Q3: 26,760 shares 26,760 $3.37M 0.02% +139 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 95,984 shares; 2025Q1: 87,725 shares; 2025Q2: 95,217 shares; 2025Q3: 95,025 shares 95,025 $3.37M 0.02% -192 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,661 shares; 2024Q4: 30,035 shares; 2025Q1: 19,480 shares; 2025Q2: 25,067 shares; 2025Q3: 26,262 shares 26,262 $3.36M 0.02% +1,195 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,486 shares; 2024Q4: 35,242 shares; 2025Q1: 104,307 shares; 2025Q2: 33,817 shares; 2025Q3: 37,630 shares 37,630 $3.35M 0.02% +3,813 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,060 shares; 2024Q4: 117,546 shares; 2025Q1: 170,924 shares; 2025Q2: 200,068 shares; 2025Q3: 237,181 shares 237,181 $3.35M 0.02% +37,113 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,500 shares; 2024Q4: 44,341 shares; 2025Q1: 41,270 shares; 2025Q2: 37,831 shares; 2025Q3: 36,754 shares 36,754 $3.34M 0.02% -1,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,584 shares; 2024Q4: 44,244 shares; 2025Q1: 44,303 shares; 2025Q2: 41,065 shares; 2025Q3: 97,744 shares 97,744 $3.34M 0.02% +56,679 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,931 shares; 2024Q4: 21,154 shares; 2025Q1: 18,296 shares; 2025Q2: 20,674 shares; 2025Q3: 20,779 shares 20,779 $3.34M 0.02% +105 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,351 shares; 2024Q4: 409,900 shares; 2025Q1: 339,532 shares; 2025Q2: 317,534 shares; 2025Q3: 279,046 shares 279,046 $3.34M 0.02% -38,488 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,534 shares; 2024Q4: 33,154 shares; 2025Q1: 29,656 shares; 2025Q2: 30,993 shares; 2025Q3: 33,726 shares 33,726 $3.33M 0.02% +2,733 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,877 shares; 2024Q4: 41,521 shares; 2025Q1: 42,808 shares; 2025Q2: 42,819 shares; 2025Q3: 40,615 shares 40,615 $3.32M 0.02% -2,204 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,445 shares; 2024Q4: 32,279 shares; 2025Q1: 29,392 shares; 2025Q2: 27,383 shares; 2025Q3: 26,952 shares 26,952 $3.32M 0.02% -431 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,009 shares; 2024Q4: 16,301 shares; 2025Q1: 17,193 shares; 2025Q2: 16,764 shares; 2025Q3: 16,913 shares 16,913 $3.32M 0.02% +149 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 89,855 shares; 2025Q1: 88,680 shares; 2025Q2: 92,348 shares; 2025Q3: 89,249 shares 89,249 $3.32M 0.02% -3,099 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,967 shares; 2024Q4: 39,845 shares; 2025Q1: 39,350 shares; 2025Q2: 45,040 shares; 2025Q3: 36,841 shares 36,841 $3.31M 0.02% -8,199 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,256 shares; 2024Q4: 35,029 shares; 2025Q1: 31,274 shares; 2025Q2: 52,109 shares; 2025Q3: 45,652 shares 45,652 $3.3M 0.02% -6,457 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,226 shares; 2024Q4: 189,416 shares; 2025Q1: 166,773 shares; 2025Q2: 156,807 shares; 2025Q3: 118,167 shares 118,167 $3.3M 0.02% -38,640 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,040 shares; 2025Q2: 28,994 shares; 2025Q3: 45,907 shares 45,907 $3.29M 0.02% +16,913 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,266 shares; 2024Q4: 109,902 shares; 2025Q1: 109,213 shares; 2025Q2: 91,010 shares; 2025Q3: 89,179 shares 89,179 $3.27M 0.02% -1,831 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,743 shares; 2025Q2: 82,010 shares; 2025Q3: 106,229 shares 106,229 $3.27M 0.02% +24,219 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,425 shares; 2025Q1: 7,028 shares; 2025Q2: 6,954 shares; 2025Q3: 24,759 shares 24,759 $3.26M 0.02% +17,805 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,146 shares; 2024Q4: 380,625 shares; 2025Q1: 382,690 shares; 2025Q2: 398,536 shares; 2025Q3: 398,250 shares 398,250 $3.26M 0.02% -286 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,820 shares; 2024Q4: 42,654 shares; 2025Q1: 42,602 shares; 2025Q2: 42,806 shares; 2025Q3: 42,566 shares 42,566 $3.24M 0.02% -240 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,813 shares; 2024Q4: 9,502 shares; 2025Q1: 9,970 shares; 2025Q2: 10,504 shares; 2025Q3: 9,947 shares 9,947 $3.21M 0.02% -557 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,381 shares; 2024Q4: 41,804 shares; 2025Q1: 41,386 shares; 2025Q2: 44,679 shares; 2025Q3: 45,539 shares 45,539 $3.2M 0.02% +860 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,754 shares; 2024Q4: 111,465 shares; 2025Q1: 118,479 shares; 2025Q2: 122,445 shares; 2025Q3: 121,622 shares 121,622 $3.2M 0.02% -823 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,687 shares; 2024Q4: 68,302 shares; 2025Q1: 64,313 shares; 2025Q2: 67,809 shares; 2025Q3: 67,685 shares 67,685 $3.2M 0.02% -124 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,026 shares; 2025Q1: 2,251 shares; 2025Q2: 2,612 shares; 2025Q3: 2,420 shares 2,420 $3.19M 0.02% -192 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,909 shares; 2024Q4: 26,798 shares; 2025Q1: 25,721 shares; 2025Q2: 26,128 shares; 2025Q3: 25,413 shares 25,413 $3.19M 0.02% -715 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,368 shares; 2024Q4: 19,989 shares; 2025Q1: 19,432 shares; 2025Q2: 18,072 shares; 2025Q3: 237,961 shares 237,961 $3.18M 0.02% +219,889 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 23,562 shares; 2025Q1: 22,914 shares; 2025Q2: 23,572 shares; 2025Q3: 22,935 shares 22,935 $3.18M 0.02% -637 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 16,224 shares; 2025Q1: 85,509 shares; 2025Q2: 80,010 shares; 2025Q3: 273,085 shares 273,085 $3.18M 0.02% +193,075 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,258 shares; 2024Q4: 41,916 shares; 2025Q1: 43,307 shares; 2025Q2: 47,193 shares; 2025Q3: 44,489 shares 44,489 $3.18M 0.02% -2,704 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,963 shares; 2024Q4: 243,504 shares; 2025Q1: 253,166 shares; 2025Q2: 253,166 shares; 2025Q3: 253,169 shares 253,169 $3.17M 0.02% +3 IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,550 shares; 2024Q4: 27,444 shares; 2025Q1: 25,657 shares; 2025Q2: 29,278 shares; 2025Q3: 30,241 shares 30,241 $3.17M 0.02% +963 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,996 shares; 2024Q4: 239,074 shares; 2025Q1: 253,793 shares; 2025Q2: 175,398 shares; 2025Q3: 187,395 shares 187,395 $3.17M 0.02% +11,997 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,792 shares; 2024Q4: 63,820 shares; 2025Q1: 58,730 shares; 2025Q2: 54,978 shares; 2025Q3: 55,735 shares 55,735 $3.16M 0.02% +757 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 26,234 shares; 2025Q1: 26,546 shares; 2025Q2: 26,746 shares; 2025Q3: 27,548 shares 27,548 $3.16M 0.02% +802 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,008 shares; 2025Q1: 27,163 shares; 2025Q2: 26,585 shares; 2025Q3: 40,290 shares 40,290 $3.15M 0.02% +13,705 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 2,454 shares; 2025Q1: 2,279 shares; 2025Q2: 3,992 shares; 2025Q3: 20,645 shares 20,645 $3.14M 0.02% +16,653 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,263 shares; 2024Q4: 61,192 shares; 2025Q1: 57,475 shares; 2025Q2: 56,984 shares; 2025Q3: 52,189 shares 52,189 $3.14M 0.02% -4,795 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,221 shares; 2025Q1: 3,700 shares; 2025Q2: 3,765 shares; 2025Q3: 4,002 shares 4,002 $3.13M 0.02% +237 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,889 shares; 2024Q4: 33,451 shares; 2025Q1: 95,919 shares; 2025Q2: 62,247 shares; 2025Q3: 64,612 shares 64,612 $3.13M 0.02% +2,365 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,207 shares; 2024Q4: 30,974 shares; 2025Q1: 31,770 shares; 2025Q2: 40,747 shares; 2025Q3: 31,871 shares 31,871 $3.12M 0.02% -8,876 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,797 shares; 2024Q4: 58,186 shares; 2025Q1: 54,843 shares; 2025Q2: 54,391 shares; 2025Q3: 58,330 shares 58,330 $3.1M 0.02% +3,939 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,407 shares; 2024Q4: 84,925 shares; 2025Q1: 80,925 shares; 2025Q2: 65,497 shares; 2025Q3: 71,481 shares 71,481 $3.1M 0.02% +5,984 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 23,335 shares; 2025Q1: 25,351 shares; 2025Q2: 25,244 shares; 2025Q3: 30,937 shares 30,937 $3.09M 0.02% +5,693 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,840 shares; 2024Q4: 38,811 shares; 2025Q1: 40,445 shares; 2025Q2: 43,208 shares; 2025Q3: 41,857 shares 41,857 $3.07M 0.02% -1,351 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,506 shares; 2024Q4: 186,448 shares; 2025Q1: 76,101 shares; 2025Q2: 77,719 shares; 2025Q3: 78,192 shares 78,192 $3.05M 0.02% +473 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,543 shares; 2024Q4: 26,661 shares; 2025Q1: 50,642 shares; 2025Q2: 47,250 shares; 2025Q3: 51,071 shares 51,071 $3.03M 0.01% +3,821 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 9,843 shares; 2025Q1: 9,440 shares; 2025Q2: 8,561 shares; 2025Q3: 8,677 shares 8,677 $3.03M 0.01% +116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,245 shares; 2024Q4: 20,976 shares; 2025Q1: 40,810 shares; 2025Q2: 33,543 shares; 2025Q3: 66,331 shares 66,331 $3.02M 0.01% +32,788 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 8,972 shares; 2025Q1: 8,836 shares; 2025Q2: 9,293 shares; 2025Q3: 9,511 shares 9,511 $3.02M 0.01% +218 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,735 shares; 2024Q4: 20,304 shares; 2025Q1: 20,224 shares; 2025Q2: 21,555 shares; 2025Q3: 21,354 shares 21,354 $3.01M 0.01% -201 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,021 shares; 2024Q4: 54,698 shares; 2025Q1: 53,752 shares; 2025Q2: 76,182 shares; 2025Q3: 91,521 shares 91,521 $3M 0.01% +15,339 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,684 shares; 2024Q4: 68,320 shares; 2025Q1: 69,537 shares; 2025Q2: 69,732 shares; 2025Q3: 70,039 shares 70,039 $2.99M 0.01% +307 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 19,964 shares; 2025Q1: 20,011 shares; 2025Q2: 19,273 shares; 2025Q3: 16,000 shares 16,000 $2.99M 0.01% -3,273 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,838 shares; 2024Q4: 391,788 shares; 2025Q1: 393,173 shares; 2025Q2: 396,738 shares; 2025Q3: 396,770 shares 396,770 $2.99M 0.01% +32 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,111 shares; 2024Q4: 85,596 shares; 2025Q1: 71,401 shares; 2025Q2: 76,777 shares; 2025Q3: 74,946 shares 74,946 $2.99M 0.01% -1,831 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,332 shares; 2024Q4: 9,959 shares; 2025Q1: 10,085 shares; 2025Q2: 8,063 shares; 2025Q3: 8,491 shares 8,491 $2.98M 0.01% +428 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,206 shares; 2025Q1: 35,191 shares; 2025Q2: 54,997 shares; 2025Q3: 56,585 shares 56,585 $2.98M 0.01% +1,588 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,400 shares; 2024Q4: 131,044 shares; 2025Q1: 136,926 shares; 2025Q2: 131,609 shares; 2025Q3: 117,974 shares 117,974 $2.97M 0.01% -13,635 MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,740 shares; 2024Q4: 51,755 shares; 2025Q1: 52,477 shares; 2025Q2: 57,158 shares; 2025Q3: 59,397 shares 59,397 $2.97M 0.01% +2,239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,039 shares; 2024Q4: 25,460 shares; 2025Q1: 66,349 shares; 2025Q2: 23,174 shares; 2025Q3: 56,603 shares 56,603 $2.96M 0.01% +33,429 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,956 shares; 2024Q4: 56,349 shares; 2025Q1: 58,338 shares; 2025Q2: 80,752 shares; 2025Q3: 95,215 shares 95,215 $2.95M 0.01% +14,463 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 18,454 shares; 2025Q1: 25,250 shares; 2025Q2: 27,519 shares; 2025Q3: 31,672 shares 31,672 $2.95M 0.01% +4,153 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,725 shares; 2024Q4: 20,729 shares; 2025Q1: 21,700 shares; 2025Q2: 22,142 shares; 2025Q3: 22,095 shares 22,095 $2.95M 0.01% -47 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,094 shares; 2024Q4: 21,371 shares; 2025Q1: 22,439 shares; 2025Q2: 22,886 shares; 2025Q3: 22,609 shares 22,609 $2.94M 0.01% -277 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 64,543 shares; 2025Q1: 92,204 shares; 2025Q2: 101,704 shares; 2025Q3: 91,033 shares 91,033 $2.93M 0.01% -10,671 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,405 shares; 2024Q4: 23,422 shares; 2025Q1: 23,008 shares; 2025Q2: 22,913 shares; 2025Q3: 20,382 shares 20,382 $2.9M 0.01% -2,531 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,703 shares; 2024Q4: 167,935 shares; 2025Q1: 171,807 shares; 2025Q2: 177,155 shares; 2025Q3: 169,957 shares 169,957 $2.9M 0.01% -7,198 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,519 shares; 2025Q1: 8,812 shares; 2025Q2: 8,564 shares; 2025Q3: 8,348 shares 8,348 $2.89M 0.01% -216 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,539 shares; 2024Q4: 55,127 shares; 2025Q1: 46,330 shares; 2025Q2: 45,672 shares; 2025Q3: 42,752 shares 42,752 $2.89M 0.01% -2,920 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,955 shares; 2024Q4: 114,020 shares; 2025Q1: 106,811 shares; 2025Q2: 115,773 shares; 2025Q3: 140,151 shares 140,151 $2.89M 0.01% +24,378 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 7,210 shares; 2025Q1: 7,452 shares; 2025Q2: 7,204 shares; 2025Q3: 7,364 shares 7,364 $2.88M 0.01% +160 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,106 shares; 2024Q4: 46,144 shares; 2025Q1: 23,239 shares; 2025Q2: 17,884 shares; 2025Q3: 15,313 shares 15,313 $2.86M 0.01% -2,571 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,468 shares; 2024Q4: 78,144 shares; 2025Q1: 78,298 shares; 2025Q2: 79,348 shares; 2025Q3: 85,644 shares 85,644 $2.86M 0.01% +6,296 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,914 shares; 2024Q4: 212,764 shares; 2025Q1: 214,446 shares; 2025Q2: 215,508 shares; 2025Q3: 302,084 shares 302,084 $2.86M 0.01% +86,576 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,540 shares; 2024Q4: 19,766 shares; 2025Q1: 19,584 shares; 2025Q2: 23,711 shares; 2025Q3: 25,030 shares 25,030 $2.85M 0.01% +1,319 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 13,932 shares; 2025Q1: 14,942 shares; 2025Q2: 14,300 shares; 2025Q3: 10,472 shares 10,472 $2.85M 0.01% -3,828 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,584 shares; 2024Q4: 164,018 shares; 2025Q1: 163,354 shares; 2025Q2: 171,943 shares; 2025Q3: 176,341 shares 176,341 $2.84M 0.01% +4,398 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 51,376 shares; 2025Q1: 272,072 shares; 2025Q2: 288,549 shares; 2025Q3: 295,510 shares 295,510 $2.83M 0.01% +6,961 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,000 shares; 2025Q1: 7,251 shares; 2025Q2: 8,631 shares; 2025Q3: 10,472 shares 10,472 $2.83M 0.01% +1,841 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,779 shares; 2024Q4: 43,184 shares; 2025Q1: 42,447 shares; 2025Q2: 56,890 shares; 2025Q3: 54,267 shares 54,267 $2.83M 0.01% -2,623 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,147 shares; 2024Q4: 113,784 shares; 2025Q1: 47,914 shares; 2025Q2: 43,489 shares; 2025Q3: 59,127 shares 59,127 $2.82M 0.01% +15,638 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,870 shares; 2024Q4: 55,296 shares; 2025Q1: 56,376 shares; 2025Q2: 58,605 shares; 2025Q3: 60,476 shares 60,476 $2.82M 0.01% +1,871 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,461 shares; 2025Q1: 37,273 shares; 2025Q2: 59,855 shares; 2025Q3: 76,869 shares 76,869 $2.81M 0.01% +17,014 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 5,972 shares; 2025Q1: 5,587 shares; 2025Q2: 5,372 shares; 2025Q3: 5,716 shares 5,716 $2.81M 0.01% +344 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,146 shares; 2024Q4: 126,446 shares; 2025Q1: 119,446 shares; 2025Q2: 119,446 shares; 2025Q3: 119,446 shares 119,446 $2.81M 0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,940 shares; 2024Q4: 15,961 shares; 2025Q1: 13,997 shares; 2025Q2: 12,175 shares; 2025Q3: 14,866 shares 14,866 $2.8M 0.01% +2,691 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,034 shares; 2024Q4: 194,789 shares; 2025Q1: 199,201 shares; 2025Q2: 216,583 shares; 2025Q3: 224,378 shares 224,378 $2.8M 0.01% +7,795 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,116 shares; 2024Q4: 67,281 shares; 2025Q1: 128,550 shares; 2025Q2: 83,568 shares; 2025Q3: 79,866 shares 79,866 $2.79M 0.01% -3,702 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 3,405 shares; 2025Q1: 4,721 shares; 2025Q2: 5,554 shares; 2025Q3: 5,125 shares 5,125 $2.78M 0.01% -429 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,503 shares; 2024Q4: 272,142 shares; 2025Q1: 276,832 shares; 2025Q2: 297,760 shares; 2025Q3: 292,429 shares 292,429 $2.78M 0.01% -5,331 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,470 shares; 2024Q4: 61,374 shares; 2025Q1: 61,493 shares; 2025Q2: 65,970 shares; 2025Q3: 76,695 shares 76,695 $2.76M 0.01% +10,725 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,786 shares; 2024Q4: 137,195 shares; 2025Q1: 156,122 shares; 2025Q2: 158,192 shares; 2025Q3: 170,977 shares 170,977 $2.76M 0.01% +12,785 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,444 shares 99,444 $2.76M 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,219 shares; 2025Q1: 4,953 shares; 2025Q2: 5,195 shares; 2025Q3: 5,527 shares 5,527 $2.76M 0.01% +332 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,855 shares; 2024Q4: 41,153 shares; 2025Q1: 41,010 shares; 2025Q2: 37,745 shares; 2025Q3: 35,151 shares 35,151 $2.75M 0.01% -2,594 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,688 shares; 2024Q4: 16,524 shares; 2025Q1: 14,176 shares; 2025Q2: 14,877 shares; 2025Q3: 17,950 shares 17,950 $2.75M 0.01% +3,073 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,087 shares; 2024Q4: 25,128 shares; 2025Q1: 25,598 shares; 2025Q2: 25,338 shares; 2025Q3: 25,015 shares 25,015 $2.75M 0.01% -323 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,190 shares; 2024Q4: 112,646 shares; 2025Q1: 68,467 shares; 2025Q2: 74,832 shares; 2025Q3: 112,545 shares 112,545 $2.75M 0.01% +37,713 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 13,643 shares; 2025Q1: 13,881 shares; 2025Q2: 11,978 shares; 2025Q3: 12,356 shares 12,356 $2.75M 0.01% +378 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 3,971 shares; 2025Q1: 3,735 shares; 2025Q2: 3,169 shares; 2025Q3: 5,522 shares 5,522 $2.72M 0.01% +2,353 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,442 shares; 2024Q4: 28,794 shares; 2025Q1: 37,118 shares; 2025Q2: 39,303 shares; 2025Q3: 38,593 shares 38,593 $2.71M 0.01% -710 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 7,212 shares; 2025Q1: 7,144 shares; 2025Q2: 58,098 shares; 2025Q3: 53,972 shares 53,972 $2.69M 0.01% -4,126 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,285 shares; 2024Q4: 104,749 shares; 2025Q1: 69,944 shares; 2025Q2: 54,394 shares; 2025Q3: 51,248 shares 51,248 $2.68M 0.01% -3,146 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,094 shares; 2024Q4: 36,765 shares; 2025Q1: 36,272 shares; 2025Q2: 36,139 shares; 2025Q3: 19,740 shares 19,740 $2.68M 0.01% -16,399 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 13,416 shares; 2025Q1: 18,230 shares; 2025Q2: 14,520 shares; 2025Q3: 26,201 shares 26,201 $2.67M 0.01% +11,681 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,721 shares; 2024Q4: 88,605 shares; 2025Q1: 63,286 shares; 2025Q2: 82,633 shares; 2025Q3: 79,378 shares 79,378 $2.67M 0.01% -3,255 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,771 shares; 2025Q1: 6,886 shares; 2025Q2: 8,177 shares; 2025Q3: 13,055 shares 13,055 $2.66M 0.01% +4,878 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,696 shares; 2025Q1: 11,980 shares; 2025Q2: 16,330 shares; 2025Q3: 16,951 shares 16,951 $2.66M 0.01% +621 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,952 shares; 2024Q4: 70,409 shares; 2025Q1: 78,544 shares; 2025Q2: 68,917 shares; 2025Q3: 71,301 shares 71,301 $2.66M 0.01% +2,384 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,941 shares; 2024Q4: 100,496 shares; 2025Q1: 95,795 shares; 2025Q2: 100,211 shares; 2025Q3: 115,937 shares 115,937 $2.66M 0.01% +15,726 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,948 shares; 2024Q4: 15,525 shares; 2025Q1: 15,517 shares; 2025Q2: 17,601 shares; 2025Q3: 18,769 shares 18,769 $2.65M 0.01% +1,168 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,700 shares; 2024Q4: 19,357 shares; 2025Q1: 21,004 shares; 2025Q2: 19,236 shares; 2025Q3: 19,050 shares 19,050 $2.65M 0.01% -186 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,866 shares; 2024Q4: 14,263 shares; 2025Q1: 15,193 shares; 2025Q2: 8,451 shares; 2025Q3: 35,281 shares 35,281 $2.64M 0.01% +26,830 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,867 shares; 2024Q4: 33,168 shares; 2025Q1: 35,791 shares; 2025Q2: 34,073 shares; 2025Q3: 36,805 shares 36,805 $2.63M 0.01% +2,732 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,185 shares; 2024Q4: 17,060 shares; 2025Q1: 15,759 shares; 2025Q2: 15,829 shares; 2025Q3: 15,791 shares 15,791 $2.62M 0.01% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,462 shares; 2024Q4: 22,211 shares; 2025Q1: 26,517 shares; 2025Q2: 38,223 shares; 2025Q3: 57,366 shares 57,366 $2.61M 0.01% +19,143 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 9,486 shares; 2025Q1: 9,241 shares; 2025Q2: 10,708 shares; 2025Q3: 12,720 shares 12,720 $2.61M 0.01% +2,012 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,241 shares; 2024Q4: 134,334 shares; 2025Q1: 126,381 shares; 2025Q2: 119,079 shares; 2025Q3: 116,845 shares 116,845 $2.6M 0.01% -2,234 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,624 shares; 2025Q1: 6,917 shares; 2025Q2: 6,535 shares; 2025Q3: 5,375 shares 5,375 $2.6M 0.01% -1,160 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,395 shares; 2025Q3: 83,665 shares 83,665 $2.58M 0.01% +57,270 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 560 shares; 2025Q1: 537 shares; 2025Q2: 577 shares; 2025Q3: 599 shares 599 $2.57M 0.01% +22 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,330 shares; 2024Q4: 36,921 shares; 2025Q1: 41,802 shares; 2025Q2: 38,798 shares; 2025Q3: 38,904 shares 38,904 $2.57M 0.01% +106 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 379,521 shares 379,521 $2.56M 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,703 shares; 2025Q1: 3,792 shares; 2025Q2: 3,912 shares; 2025Q3: 4,508 shares 4,508 $2.55M 0.01% +596 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: not reported; 2025Q1: 7,010 shares; 2025Q2: 50,102 shares; 2025Q3: 50,538 shares 50,538 $2.55M 0.01% +436 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 12,305 shares; 2025Q1: 12,475 shares; 2025Q2: 13,530 shares; 2025Q3: 13,532 shares 13,532 $2.54M 0.01% +2 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,447 shares; 2024Q4: 11,954 shares; 2025Q1: 11,310 shares; 2025Q2: 13,479 shares; 2025Q3: 16,872 shares 16,872 $2.53M 0.01% +3,393 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,639 shares; 2024Q4: 59,662 shares; 2025Q1: 53,398 shares; 2025Q2: 47,060 shares; 2025Q3: 47,067 shares 47,067 $2.53M 0.01% +7 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,638 shares; 2024Q4: 547,953 shares; 2025Q1: 524,938 shares; 2025Q2: 470,034 shares; 2025Q3: 464,374 shares 464,374 $2.52M 0.01% -5,660 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,864 shares; 2024Q4: 164,648 shares; 2025Q1: 194,175 shares; 2025Q2: 215,741 shares; 2025Q3: 223,939 shares 223,939 $2.51M 0.01% +8,198 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,149 shares; 2024Q4: 12,928 shares; 2025Q1: 11,666 shares; 2025Q2: 10,459 shares; 2025Q3: 11,021 shares 11,021 $2.51M 0.01% +562 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,322 shares; 2024Q4: 12,917 shares; 2025Q1: 8,475 shares; 2025Q2: 45,927 shares; 2025Q3: 52,715 shares 52,715 $2.51M 0.01% +6,788 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,056 shares; 2024Q4: 21,103 shares; 2025Q1: 20,458 shares; 2025Q2: 17,792 shares; 2025Q3: 17,751 shares 17,751 $2.5M 0.01% -41 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,351 shares; 2024Q4: 155,552 shares; 2025Q1: 139,221 shares; 2025Q2: 116,538 shares; 2025Q3: 107,207 shares 107,207 $2.47M 0.01% -9,331 PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 27,755 shares; 2025Q1: 29,220 shares; 2025Q2: 28,987 shares; 2025Q3: 25,114 shares 25,114 $2.47M 0.01% -3,873 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,467 shares; 2024Q4: 16,017 shares; 2025Q1: 15,884 shares; 2025Q2: 37,798 shares; 2025Q3: 61,460 shares 61,460 $2.47M 0.01% +23,662 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,422 shares; 2024Q4: 39,110 shares; 2025Q1: 43,544 shares; 2025Q2: 45,015 shares; 2025Q3: 17,779 shares 17,779 $2.46M 0.01% -27,236 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 17,530 shares; 2025Q1: 18,811 shares; 2025Q2: 22,593 shares; 2025Q3: 18,050 shares 18,050 $2.44M 0.01% -4,543 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 12,662 shares; 2025Q1: 12,808 shares; 2025Q2: 12,385 shares; 2025Q3: 12,026 shares 12,026 $2.42M 0.01% -359 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,706 shares; 2024Q4: 117,972 shares; 2025Q1: 117,855 shares; 2025Q2: 118,742 shares; 2025Q3: 121,070 shares 121,070 $2.41M 0.01% +2,328 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 18,147 shares; 2025Q1: 16,780 shares; 2025Q2: 16,878 shares; 2025Q3: 15,799 shares 15,799 $2.4M 0.01% -1,079 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,283 shares; 2024Q4: 30,090 shares; 2025Q1: 29,930 shares; 2025Q2: 29,773 shares; 2025Q3: 29,930 shares 29,930 $2.4M 0.01% +157 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,626 shares; 2025Q1: 28,228 shares; 2025Q2: 26,862 shares; 2025Q3: 28,001 shares 28,001 $2.4M 0.01% +1,139 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,803 shares; 2025Q1: 24,518 shares; 2025Q2: 14,861 shares; 2025Q3: 29,652 shares 29,652 $2.39M 0.01% +14,791 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,882 shares; 2024Q4: 16,148 shares; 2025Q1: 15,637 shares; 2025Q2: 19,847 shares; 2025Q3: 29,927 shares 29,927 $2.39M 0.01% +10,080 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,278 shares; 2025Q2: 44,967 shares; 2025Q3: 48,491 shares 48,491 $2.39M 0.01% +3,524 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,778 shares; 2024Q4: 28,041 shares; 2025Q1: 30,366 shares; 2025Q2: 28,951 shares; 2025Q3: 25,965 shares 25,965 $2.38M 0.01% -2,986 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,914 shares; 2024Q4: 131,149 shares; 2025Q1: 140,565 shares; 2025Q2: 125,405 shares; 2025Q3: 125,811 shares 125,811 $2.38M 0.01% +406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,153 shares; 2024Q4: 139,231 shares; 2025Q1: 109,952 shares; 2025Q2: 137,404 shares; 2025Q3: 177,088 shares 177,088 $2.38M 0.01% +39,684 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,318 shares; 2024Q4: 46,648 shares; 2025Q1: 43,649 shares; 2025Q2: 40,736 shares; 2025Q3: 39,760 shares 39,760 $2.38M 0.01% -976 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 9,256 shares; 2025Q1: 9,284 shares; 2025Q2: 11,378 shares; 2025Q3: 7,661 shares 7,661 $2.38M 0.01% -3,717 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,262 shares; 2024Q4: 83,002 shares; 2025Q1: 88,910 shares; 2025Q2: 92,201 shares; 2025Q3: 97,260 shares 97,260 $2.38M 0.01% +5,059 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,893 shares; 2024Q4: 147,396 shares; 2025Q1: 155,075 shares; 2025Q2: 162,777 shares; 2025Q3: 166,492 shares 166,492 $2.37M 0.01% +3,715 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,223 shares; 2025Q2: 59,311 shares; 2025Q3: 59,949 shares 59,949 $2.36M 0.01% +638 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,733 shares; 2024Q4: 73,412 shares; 2025Q1: 70,935 shares; 2025Q2: 64,948 shares; 2025Q3: 65,809 shares 65,809 $2.36M 0.01% +861 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,056 shares; 2024Q4: 29,393 shares; 2025Q1: 30,396 shares; 2025Q2: 47,373 shares; 2025Q3: 46,387 shares 46,387 $2.35M 0.01% -986 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,785 shares; 2024Q4: 35,379 shares; 2025Q1: 63,904 shares; 2025Q2: 51,088 shares; 2025Q3: 38,820 shares 38,820 $2.35M 0.01% -12,268 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,103 shares; 2024Q4: 29,786 shares; 2025Q1: 26,012 shares; 2025Q2: 29,427 shares; 2025Q3: 32,497 shares 32,497 $2.34M 0.01% +3,070 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,807 shares; 2025Q1: 17,569 shares; 2025Q2: 25,133 shares; 2025Q3: 22,674 shares 22,674 $2.34M 0.01% -2,459 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,315 shares; 2024Q4: 70,017 shares; 2025Q1: 62,827 shares; 2025Q2: 61,839 shares; 2025Q3: 59,634 shares 59,634 $2.34M 0.01% -2,205 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,264 shares; 2024Q4: 30,635 shares; 2025Q1: 37,610 shares; 2025Q2: 47,368 shares; 2025Q3: 55,788 shares 55,788 $2.34M 0.01% +8,420 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,056 shares; 2024Q4: 174,006 shares; 2025Q1: 169,861 shares; 2025Q2: 90,170 shares; 2025Q3: 119,575 shares 119,575 $2.32M 0.01% +29,405 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,260 shares; 2024Q4: 51,340 shares; 2025Q1: 49,068 shares; 2025Q2: 16,506 shares; 2025Q3: 16,740 shares 16,740 $2.32M 0.01% +234 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,162 shares; 2025Q3: 45,339 shares 45,339 $2.31M 0.01% -2,823 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,866 shares; 2024Q4: 48,525 shares; 2025Q1: 49,457 shares; 2025Q2: 51,457 shares; 2025Q3: 51,457 shares 51,457 $2.31M 0.01% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,291 shares; 2024Q4: 27,181 shares; 2025Q1: 152,475 shares; 2025Q2: 40,736 shares; 2025Q3: 43,981 shares 43,981 $2.31M 0.01% +3,245 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,491 shares; 2025Q1: 6,359 shares; 2025Q2: 6,370 shares; 2025Q3: 6,449 shares 6,449 $2.3M 0.01% +79 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,877 shares; 2024Q4: 45,398 shares; 2025Q1: 56,843 shares; 2025Q2: 64,593 shares; 2025Q3: 56,875 shares 56,875 $2.29M 0.01% -7,718 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,415 shares; 2024Q4: 141,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,542 shares 84,542 $2.28M 0.01% new Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,677 shares; 2024Q4: 16,493 shares; 2025Q1: 13,924 shares; 2025Q2: 13,996 shares; 2025Q3: 14,133 shares 14,133 $2.27M 0.01% +137 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 42,763 shares; 2025Q1: 42,757 shares; 2025Q2: 42,757 shares; 2025Q3: 42,761 shares 42,761 $2.26M 0.01% +4 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,835 shares; 2024Q4: 187,455 shares; 2025Q1: 194,618 shares; 2025Q2: 212,755 shares; 2025Q3: 230,523 shares 230,523 $2.26M 0.01% +17,768 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 9,255 shares; 2025Q1: 8,231 shares; 2025Q2: 7,951 shares; 2025Q3: 7,851 shares 7,851 $2.25M 0.01% -100 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964,178 shares 964,178 $2.25M 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,436 shares; 2024Q4: 69,516 shares; 2025Q1: 70,063 shares; 2025Q2: 74,350 shares; 2025Q3: 72,112 shares 72,112 $2.25M 0.01% -2,238 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,683 shares 37,683 $2.24M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,571 shares; 2025Q3: 42,736 shares 42,736 $2.23M 0.01% +8,165 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,159 shares; 2024Q4: 101,872 shares; 2025Q1: 107,595 shares; 2025Q2: 106,961 shares; 2025Q3: 110,264 shares 110,264 $2.23M 0.01% +3,303 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 70,765 shares; 2025Q1: 81,589 shares; 2025Q2: 64,019 shares; 2025Q3: 66,307 shares 66,307 $2.22M 0.01% +2,288 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 9,895 shares; 2025Q1: 10,265 shares; 2025Q2: 11,800 shares; 2025Q3: 13,290 shares 13,290 $2.22M 0.01% +1,490 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,763 shares; 2024Q4: 43,041 shares; 2025Q1: 43,381 shares; 2025Q2: 40,088 shares; 2025Q3: 43,023 shares 43,023 $2.22M 0.01% +2,935 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,438 shares; 2025Q1: 1,574 shares; 2025Q2: 1,886 shares; 2025Q3: 2,315 shares 2,315 $2.21M 0.01% +429 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,798 shares; 2024Q4: 153,783 shares; 2025Q1: 120,315 shares; 2025Q2: 95,283 shares; 2025Q3: 117,814 shares 117,814 $2.2M 0.01% +22,531 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,134 shares; 2024Q4: 49,498 shares; 2025Q1: 46,914 shares; 2025Q2: 40,534 shares; 2025Q3: 36,080 shares 36,080 $2.2M 0.01% -4,454 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,151 shares; 2025Q1: 4,280 shares; 2025Q2: 4,484 shares; 2025Q3: 4,777 shares 4,777 $2.18M 0.01% +293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,642 shares; 2025Q2: 81,320 shares; 2025Q3: 97,717 shares 97,717 $2.18M 0.01% +16,397 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,431 shares; 2024Q4: 22,819 shares; 2025Q1: 23,898 shares; 2025Q2: 26,399 shares; 2025Q3: 30,791 shares 30,791 $2.18M 0.01% +4,392 Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,799 shares 21,799 $2.18M 0.01% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,752 shares; 2024Q4: 39,212 shares; 2025Q1: 39,299 shares; 2025Q2: 42,274 shares; 2025Q3: 51,809 shares 51,809 $2.18M 0.01% +9,535 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,508 shares; 2024Q4: 12,615 shares; 2025Q1: 12,851 shares; 2025Q2: 12,919 shares; 2025Q3: 12,571 shares 12,571 $2.17M 0.01% -348 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 7,401 shares; 2025Q1: 6,669 shares; 2025Q2: 6,590 shares; 2025Q3: 6,773 shares 6,773 $2.17M 0.01% +183 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,768 shares; 2024Q4: 54,813 shares; 2025Q1: 47,692 shares; 2025Q2: 46,053 shares; 2025Q3: 50,122 shares 50,122 $2.16M 0.01% +4,069 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,147 shares; 2024Q4: 41,930 shares; 2025Q1: 21,476 shares; 2025Q2: 20,705 shares; 2025Q3: 20,852 shares 20,852 $2.16M 0.01% +147 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,084 shares; 2024Q4: 42,805 shares; 2025Q1: 42,127 shares; 2025Q2: 43,070 shares; 2025Q3: 45,007 shares 45,007 $2.16M 0.01% +1,937 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,451 shares; 2024Q4: 11,577 shares; 2025Q1: 36,367 shares; 2025Q2: 41,749 shares; 2025Q3: 42,882 shares 42,882 $2.16M 0.01% +1,133 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,057 shares; 2024Q4: 210,632 shares; 2025Q1: 75,489 shares; 2025Q2: 54,132 shares; 2025Q3: 54,284 shares 54,284 $2.15M 0.01% +152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,780 shares; 2024Q4: 42,475 shares; 2025Q1: 39,777 shares; 2025Q2: 44,035 shares; 2025Q3: 49,051 shares 49,051 $2.15M 0.01% +5,016 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,081 shares; 2025Q1: 4,977 shares; 2025Q2: 5,064 shares; 2025Q3: 4,991 shares 4,991 $2.15M 0.01% -73 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,342 shares; 2024Q4: 61,359 shares; 2025Q1: 63,801 shares; 2025Q2: 62,666 shares; 2025Q3: 63,825 shares 63,825 $2.15M 0.01% +1,159 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,482 shares; 2024Q4: 30,527 shares; 2025Q1: 29,656 shares; 2025Q2: 30,431 shares; 2025Q3: 31,692 shares 31,692 $2.14M 0.01% +1,261 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,443 shares; 2024Q4: 289,973 shares; 2025Q1: 333,649 shares; 2025Q2: 319,295 shares; 2025Q3: 337,739 shares 337,739 $2.14M 0.01% +18,444 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 16,693 shares; 2025Q1: 17,131 shares; 2025Q2: 19,003 shares; 2025Q3: 19,694 shares 19,694 $2.14M 0.01% +691 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,898 shares; 2024Q4: 21,030 shares; 2025Q1: 21,066 shares; 2025Q2: 38,932 shares; 2025Q3: 33,168 shares 33,168 $2.14M 0.01% -5,764 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 4,714 shares; 2025Q1: 26,985 shares; 2025Q2: 31,970 shares; 2025Q3: 34,936 shares 34,936 $2.14M 0.01% +2,966 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,816 shares; 2024Q4: 25,842 shares; 2025Q1: 25,771 shares; 2025Q2: 25,808 shares; 2025Q3: 25,750 shares 25,750 $2.13M 0.01% -58 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 26,055 shares; 2025Q1: 26,131 shares; 2025Q2: 26,999 shares; 2025Q3: 28,423 shares 28,423 $2.13M 0.01% +1,424 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,224 shares; 2025Q1: 6,796 shares; 2025Q2: 6,722 shares; 2025Q3: 6,827 shares 6,827 $2.13M 0.01% +105 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,930 shares; 2025Q3: 65,054 shares 65,054 $2.13M 0.01% -81,876 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 19,707 shares; 2025Q1: 20,030 shares; 2025Q2: 20,277 shares; 2025Q3: 19,050 shares 19,050 $2.13M 0.01% -1,227 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 29,798 shares; 2025Q1: 25,579 shares; 2025Q2: 25,445 shares; 2025Q3: 27,205 shares 27,205 $2.12M 0.01% +1,760 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,572 shares; 2024Q4: 90,950 shares; 2025Q1: 110,325 shares; 2025Q2: 92,851 shares; 2025Q3: 90,811 shares 90,811 $2.12M 0.01% -2,040 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: not reported; 2025Q1: 17,492 shares; 2025Q2: 16,665 shares; 2025Q3: 16,034 shares 16,034 $2.12M 0.01% -631 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,190 shares; 2024Q4: 112,272 shares; 2025Q1: 115,375 shares; 2025Q2: 73,038 shares; 2025Q3: 51,184 shares 51,184 $2.12M 0.01% -21,854 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,570 shares; 2024Q4: 53,089 shares; 2025Q1: 51,750 shares; 2025Q2: 48,760 shares; 2025Q3: 46,979 shares 46,979 $2.1M 0.01% -1,781 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,609 shares; 2025Q1: 31,127 shares; 2025Q2: 37,036 shares; 2025Q3: 57,846 shares 57,846 $2.1M 0.01% +20,810 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,828 shares; 2024Q4: 172,946 shares; 2025Q1: 187,565 shares; 2025Q2: 189,225 shares; 2025Q3: 165,609 shares 165,609 $2.1M 0.01% -23,616 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,699 shares; 2024Q4: 65,618 shares; 2025Q1: 71,754 shares; 2025Q2: 86,778 shares; 2025Q3: 67,516 shares 67,516 $2.09M 0.01% -19,262 Timeline