LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 8,167 shares; 2025Q1: 8,962 shares; 2025Q2: 11,212 shares; 2025Q3: 11,063 shares 11,063 $2.09M 0.01% -149 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,089 shares; 2024Q4: 18,042 shares; 2025Q1: 16,687 shares; 2025Q2: 16,150 shares; 2025Q3: 16,048 shares 16,048 $2.09M 0.01% -102 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,059 shares; 2024Q4: 18,596 shares; 2025Q1: 18,755 shares; 2025Q2: 17,867 shares; 2025Q3: 16,979 shares 16,979 $2.07M 0.01% -888 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 13,726 shares; 2025Q1: 9,105 shares; 2025Q2: 8,932 shares; 2025Q3: 9,412 shares 9,412 $2.07M 0.01% +480 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,253 shares; 2024Q4: 15,325 shares; 2025Q1: 15,595 shares; 2025Q2: 23,654 shares; 2025Q3: 28,957 shares 28,957 $2.06M 0.01% +5,303 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,542 shares; 2025Q2: 75,140 shares; 2025Q3: 79,423 shares 79,423 $2.06M 0.01% +4,283 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,419 shares; 2024Q4: 24,074 shares; 2025Q1: 24,663 shares; 2025Q2: 29,330 shares; 2025Q3: 29,424 shares 29,424 $2.05M 0.01% +94 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,497 shares; 2025Q1: 9,513 shares; 2025Q2: 11,697 shares; 2025Q3: 11,994 shares 11,994 $2.05M 0.01% +297 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,963 shares; 2024Q4: 129,455 shares; 2025Q1: 141,283 shares; 2025Q2: 75,091 shares; 2025Q3: 84,277 shares 84,277 $2.05M 0.01% +9,186 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,255 shares; 2024Q4: 43,739 shares; 2025Q1: 45,734 shares; 2025Q2: 51,153 shares; 2025Q3: 41,753 shares 41,753 $2.05M 0.01% -9,400 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,234 shares; 2024Q4: 23,312 shares; 2025Q1: 36,474 shares; 2025Q2: 27,049 shares; 2025Q3: 24,344 shares 24,344 $2.05M 0.01% -2,705 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,722 shares; 2025Q3: 6,569 shares 6,569 $2.04M 0.01% -153 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,077 shares; 2024Q4: 94,316 shares; 2025Q1: 86,947 shares; 2025Q2: 55,263 shares; 2025Q3: 45,386 shares 45,386 $2.03M 0.01% -9,877 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 23,840 shares; 2025Q1: 33,019 shares; 2025Q2: 33,174 shares; 2025Q3: 15,309 shares 15,309 $2.03M 0.01% -17,865 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,893 shares; 2025Q1: 8,781 shares; 2025Q2: 8,470 shares; 2025Q3: 8,013 shares 8,013 $2.02M 0.01% -457 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,015 shares; 2025Q3: 96,613 shares 96,613 $2.02M 0.01% -10,402 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,127 shares; 2024Q4: 38,037 shares; 2025Q1: 34,018 shares; 2025Q2: 31,446 shares; 2025Q3: 28,853 shares 28,853 $2.01M 0.01% -2,593 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,979 shares; 2024Q4: 23,287 shares; 2025Q1: 23,484 shares; 2025Q2: 23,644 shares; 2025Q3: 22,886 shares 22,886 $2.01M 0.01% -758 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,094 shares; 2025Q3: 56,679 shares 56,679 $2M 0.01% +38,585 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,515 shares; 2025Q3: 9,053 shares 9,053 $2M 0.01% +1,538 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,733 shares; 2024Q4: 46,287 shares; 2025Q1: 44,614 shares; 2025Q2: 37,186 shares; 2025Q3: 35,574 shares 35,574 $2M 0.01% -1,612 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,700 shares; 2024Q4: 58,055 shares; 2025Q1: 71,690 shares; 2025Q2: 178,762 shares; 2025Q3: 86,727 shares 86,727 $1.99M 0.01% -92,035 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,778 shares; 2024Q4: 12,090 shares; 2025Q1: 11,635 shares; 2025Q2: 11,633 shares; 2025Q3: 11,808 shares 11,808 $1.98M 0.01% +175 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,711 shares; 2024Q4: 26,723 shares; 2025Q1: 25,282 shares; 2025Q2: 23,867 shares; 2025Q3: 25,241 shares 25,241 $1.98M 0.01% +1,374 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,056 shares; 2025Q3: 72,535 shares 72,535 $1.98M 0.01% -11,521 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,886 shares; 2024Q4: 105,723 shares; 2025Q1: 98,830 shares; 2025Q2: 102,502 shares; 2025Q3: 132,178 shares 132,178 $1.98M 0.01% +29,676 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 13,533 shares; 2025Q1: 13,052 shares; 2025Q2: 11,735 shares; 2025Q3: 11,417 shares 11,417 $1.97M 0.01% -318 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,762 shares; 2024Q4: 93,119 shares; 2025Q1: 82,874 shares; 2025Q2: 81,246 shares; 2025Q3: 79,485 shares 79,485 $1.97M 0.01% -1,761 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 6,066 shares; 2025Q1: 13,755 shares; 2025Q2: 15,585 shares; 2025Q3: 18,788 shares 18,788 $1.94M 0.01% +3,203 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,914 shares; 2024Q4: 103,987 shares; 2025Q1: 102,571 shares; 2025Q2: 79,058 shares; 2025Q3: 51,911 shares 51,911 $1.93M 0.01% -27,147 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 11,331 shares; 2025Q1: 16,336 shares; 2025Q2: 13,152 shares; 2025Q3: 14,414 shares 14,414 $1.92M 0.01% +1,262 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,610 shares; 2024Q4: 37,011 shares; 2025Q1: 36,118 shares; 2025Q2: 36,692 shares; 2025Q3: 40,090 shares 40,090 $1.92M 0.01% +3,398 Timeline ECOFIN SUSTAINABLE & SOC IM… ECOFIN SUSTAINABLE & SOC IMP T More: the full row for ECOFIN SUSTAINABLE & SOC IMP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,100 shares; 2024Q4: 154,900 shares; 2025Q1: 177,400 shares; 2025Q2: 211,150 shares; 2025Q3: 163,200 shares 163,200 $1.92M 0.01% -47,950 FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 28,239 shares; 2025Q1: 30,835 shares; 2025Q2: 38,274 shares; 2025Q3: 51,454 shares 51,454 $1.92M 0.01% +13,180 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,501 shares; 2024Q4: 117,782 shares; 2025Q1: 116,971 shares; 2025Q2: 134,663 shares; 2025Q3: 132,300 shares 132,300 $1.9M 0.01% -2,363 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,920 shares; 2024Q4: 83,307 shares; 2025Q1: 121,434 shares; 2025Q2: 263,339 shares; 2025Q3: 294,545 shares 294,545 $1.9M 0.01% +31,206 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,316 shares; 2024Q4: 22,611 shares; 2025Q1: 20,360 shares; 2025Q2: 19,503 shares; 2025Q3: 19,678 shares 19,678 $1.9M 0.01% +175 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,834 shares; 2024Q4: 4,961 shares; 2025Q1: 15,231 shares; 2025Q2: 24,434 shares; 2025Q3: 28,761 shares 28,761 $1.89M 0.01% +4,327 Timeline QSIG 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: 39,837 shares; 2024Q4: 37,487 shares; 2025Q1: 36,934 shares; 2025Q2: 37,511 shares; 2025Q3: 38,549 shares 38,549 $1.89M 0.01% +1,038 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 11,505 shares; 2025Q1: 14,659 shares; 2025Q2: 14,506 shares; 2025Q3: 14,416 shares 14,416 $1.88M 0.01% -90 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 110,009 shares 110,009 $1.87M 0.01% new Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,873 shares; 2024Q4: 74,549 shares; 2025Q1: 93,081 shares; 2025Q2: 121,176 shares; 2025Q3: 139,966 shares 139,966 $1.87M 0.01% +18,790 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 5,569 shares; 2025Q1: 5,414 shares; 2025Q2: 8,056 shares; 2025Q3: 14,573 shares 14,573 $1.87M 0.01% +6,517 Timeline LQDW 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: 36,654 shares; 2024Q4: 53,160 shares; 2025Q1: 79,266 shares; 2025Q2: 80,768 shares; 2025Q3: 73,967 shares 73,967 $1.87M 0.01% -6,801 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 17,666 shares; 2025Q1: 17,036 shares; 2025Q2: 16,483 shares; 2025Q3: 15,627 shares 15,627 $1.87M 0.01% -856 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 15,497 shares; 2025Q1: 18,162 shares; 2025Q2: 26,969 shares; 2025Q3: 31,287 shares 31,287 $1.87M 0.01% +4,318 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,582 shares; 2024Q4: 192,929 shares; 2025Q1: 188,163 shares; 2025Q2: 189,408 shares; 2025Q3: 191,153 shares 191,153 $1.86M 0.01% +1,745 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,568 shares; 2024Q4: 33,715 shares; 2025Q1: 19,390 shares; 2025Q2: 19,322 shares; 2025Q3: 18,626 shares 18,626 $1.86M 0.01% -696 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 9,642 shares; 2025Q1: 5,436 shares; 2025Q2: 5,922 shares; 2025Q3: 5,993 shares 5,993 $1.85M 0.01% +71 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,592 shares; 2024Q4: 33,195 shares; 2025Q1: 34,487 shares; 2025Q2: 32,615 shares; 2025Q3: 31,702 shares 31,702 $1.85M 0.01% -913 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,487 shares; 2024Q4: 31,936 shares; 2025Q1: 32,682 shares; 2025Q2: 30,032 shares; 2025Q3: 35,264 shares 35,264 $1.85M 0.01% +5,232 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 21,326 shares; 2025Q1: 23,801 shares; 2025Q2: 23,138 shares; 2025Q3: 23,601 shares 23,601 $1.84M 0.01% +463 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,521 shares; 2024Q4: 41,577 shares; 2025Q1: 42,093 shares; 2025Q2: 43,007 shares; 2025Q3: 43,183 shares 43,183 $1.83M 0.01% +176 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,821 shares; 2025Q2: 62,691 shares; 2025Q3: 63,816 shares 63,816 $1.83M 0.01% +1,125 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 6,166 shares; 2025Q1: 6,087 shares; 2025Q2: 6,327 shares; 2025Q3: 15,541 shares 15,541 $1.81M 0.01% +9,214 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 23,271 shares; 2025Q1: 23,361 shares; 2025Q2: 20,178 shares; 2025Q3: 19,006 shares 19,006 $1.81M 0.01% -1,172 Timeline IBDS 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: 53,614 shares; 2024Q4: 62,979 shares; 2025Q1: 66,346 shares; 2025Q2: 73,138 shares; 2025Q3: 74,337 shares 74,337 $1.81M 0.01% +1,199 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,467 shares; 2025Q1: 3,317 shares; 2025Q2: 4,303 shares; 2025Q3: 3,797 shares 3,797 $1.81M 0.01% -506 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 233,879 shares 233,879 $1.81M 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 9,345 shares; 2025Q1: 9,725 shares; 2025Q2: 10,077 shares; 2025Q3: 10,817 shares 10,817 $1.8M 0.01% +740 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,825 shares; 2025Q1: 21,021 shares; 2025Q2: 29,253 shares; 2025Q3: 35,571 shares 35,571 $1.8M 0.01% +6,318 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,725 shares; 2024Q4: 45,249 shares; 2025Q1: 39,432 shares; 2025Q2: 37,176 shares; 2025Q3: 38,807 shares 38,807 $1.8M 0.01% +1,631 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,225 shares; 2024Q4: 25,831 shares; 2025Q1: 32,248 shares; 2025Q2: 55,178 shares; 2025Q3: 82,848 shares 82,848 $1.8M 0.01% +27,670 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,318 shares; 2025Q3: 19,685 shares 19,685 $1.8M 0.01% -43,633 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,921 shares; 2024Q4: 41,404 shares; 2025Q1: 70,103 shares; 2025Q2: 79,464 shares; 2025Q3: 79,057 shares 79,057 $1.8M 0.01% -407 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,008 shares; 2024Q4: 149,434 shares; 2025Q1: 147,808 shares; 2025Q2: 160,852 shares; 2025Q3: 160,172 shares 160,172 $1.8M 0.01% -680 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,153 shares; 2024Q4: 38,182 shares; 2025Q1: 36,495 shares; 2025Q2: 23,859 shares; 2025Q3: 23,024 shares 23,024 $1.79M 0.01% -835 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,110 shares; 2024Q4: 599,700 shares; 2025Q1: 663,880 shares; 2025Q2: 1,002,680 shares; 2025Q3: 1,029,080 shares 1,029,080 $1.79M 0.01% +26,400 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,015 shares; 2025Q3: 68,542 shares 68,542 $1.79M 0.01% +41,527 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,047 shares; 2024Q4: 27,148 shares; 2025Q1: 26,324 shares; 2025Q2: 31,068 shares; 2025Q3: 27,455 shares 27,455 $1.78M 0.01% -3,613 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,990 shares; 2024Q4: 44,671 shares; 2025Q1: 44,404 shares; 2025Q2: 35,593 shares; 2025Q3: 31,098 shares 31,098 $1.78M 0.01% -4,495 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 10,181 shares; 2025Q1: 9,189 shares; 2025Q2: 8,870 shares; 2025Q3: 10,626 shares 10,626 $1.78M 0.01% +1,756 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 5,238 shares 5,238 $1.78M 0.01% +3,578 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,259 shares; 2025Q3: 118,102 shares 118,102 $1.77M 0.01% +36,843 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,687 shares; 2024Q4: 29,758 shares; 2025Q1: 20,229 shares; 2025Q2: 19,739 shares; 2025Q3: 19,862 shares 19,862 $1.77M 0.01% +123 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,313 shares; 2024Q4: 32,673 shares; 2025Q1: 34,635 shares; 2025Q2: 25,250 shares; 2025Q3: 36,981 shares 36,981 $1.76M 0.01% +11,731 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,144 shares; 2025Q3: 32,291 shares 32,291 $1.76M 0.01% +147 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,546 shares; 2025Q2: not reported; 2025Q3: 35,870 shares 35,870 $1.75M 0.01% new Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,159 shares; 2024Q4: 34,067 shares; 2025Q1: 33,463 shares; 2025Q2: 33,579 shares; 2025Q3: 31,320 shares 31,320 $1.75M 0.01% -2,259 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,508 shares; 2024Q4: 149,450 shares; 2025Q1: 152,099 shares; 2025Q2: 154,815 shares; 2025Q3: 122,438 shares 122,438 $1.74M 0.01% -32,377 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,394 shares; 2024Q4: 257,562 shares; 2025Q1: 251,269 shares; 2025Q2: 69,757 shares; 2025Q3: 67,008 shares 67,008 $1.74M 0.01% -2,749 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 29,908 shares; 2025Q1: 29,500 shares; 2025Q2: 23,439 shares; 2025Q3: 23,623 shares 23,623 $1.73M 0.01% +184 Timeline IBTK 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: 83,299 shares; 2024Q4: 83,897 shares; 2025Q1: 85,795 shares; 2025Q2: 84,418 shares; 2025Q3: 87,123 shares 87,123 $1.73M 0.01% +2,705 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,971 shares 17,971 $1.73M 0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 13,544 shares; 2025Q1: 13,562 shares; 2025Q2: 14,110 shares; 2025Q3: 13,845 shares 13,845 $1.72M 0.01% -265 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,762 shares; 2025Q1: 6,315 shares; 2025Q2: 8,415 shares; 2025Q3: 8,098 shares 8,098 $1.72M 0.01% -317 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,418 shares; 2024Q4: 93,295 shares; 2025Q1: 86,923 shares; 2025Q2: 84,426 shares; 2025Q3: 69,119 shares 69,119 $1.71M 0.01% -15,307 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,108 shares; 2024Q4: 274,118 shares; 2025Q1: 233,978 shares; 2025Q2: 245,600 shares; 2025Q3: 247,429 shares 247,429 $1.71M 0.01% +1,829 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 41,293 shares; 2025Q1: 57,133 shares; 2025Q2: 38,028 shares; 2025Q3: 93,444 shares 93,444 $1.7M 0.01% +55,416 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,887 shares; 2024Q4: 38,850 shares; 2025Q1: 51,898 shares; 2025Q2: 35,650 shares; 2025Q3: 33,627 shares 33,627 $1.7M 0.01% -2,023 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,125 shares; 2024Q4: 27,528 shares; 2025Q1: 25,751 shares; 2025Q2: 38,728 shares; 2025Q3: 35,211 shares 35,211 $1.7M 0.01% -3,517 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,682 shares; 2024Q4: 36,507 shares; 2025Q1: 34,785 shares; 2025Q2: 36,345 shares; 2025Q3: 39,669 shares 39,669 $1.69M 0.01% +3,324 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 9,626 shares; 2025Q1: 10,054 shares; 2025Q2: 10,156 shares; 2025Q3: 10,049 shares 10,049 $1.69M 0.01% -107 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,813 shares; 2024Q4: 21,404 shares; 2025Q1: 19,949 shares; 2025Q2: 20,495 shares; 2025Q3: 18,525 shares 18,525 $1.69M 0.01% -1,970 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,868 shares; 2024Q4: 44,670 shares; 2025Q1: 45,563 shares; 2025Q2: 45,977 shares; 2025Q3: 46,563 shares 46,563 $1.69M 0.01% +586 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,763 shares; 2024Q4: 11,274 shares; 2025Q1: 10,882 shares; 2025Q2: 10,855 shares; 2025Q3: 11,061 shares 11,061 $1.69M 0.01% +206 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 16,343 shares; 2025Q1: 15,736 shares; 2025Q2: 15,668 shares; 2025Q3: 15,777 shares 15,777 $1.68M 0.01% +109 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,636 shares; 2024Q4: 44,521 shares; 2025Q1: 47,071 shares; 2025Q2: 47,033 shares; 2025Q3: 71,968 shares 71,968 $1.68M 0.01% +24,935 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,217 shares; 2024Q4: 17,337 shares; 2025Q1: 24,856 shares; 2025Q2: 23,946 shares; 2025Q3: 34,854 shares 34,854 $1.67M 0.01% +10,908 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,135 shares; 2025Q1: 17,575 shares; 2025Q2: 17,557 shares; 2025Q3: 19,432 shares 19,432 $1.67M 0.01% +1,875 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,673 shares; 2024Q4: 58,701 shares; 2025Q1: 70,450 shares; 2025Q2: 66,462 shares; 2025Q3: 67,819 shares 67,819 $1.67M 0.01% +1,357 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,318 shares; 2025Q3: 72,554 shares 72,554 $1.66M 0.01% -20,764 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 8,092 shares; 2025Q1: 4,922 shares; 2025Q2: 5,431 shares; 2025Q3: 5,767 shares 5,767 $1.66M 0.01% +336 Timeline IMTM 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: 17,818 shares; 2025Q2: 36,110 shares; 2025Q3: 34,519 shares 34,519 $1.65M 0.01% -1,591 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: 5,746 shares; 2025Q1: 5,479 shares; 2025Q2: 5,604 shares; 2025Q3: 6,001 shares 6,001 $1.65M 0.01% +397 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,459 shares; 2025Q1: 10,715 shares; 2025Q2: 29,691 shares; 2025Q3: 26,521 shares 26,521 $1.65M 0.01% -3,170 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 2,951 shares; 2025Q1: 1,905 shares; 2025Q2: 2,489 shares; 2025Q3: 2,538 shares 2,538 $1.65M 0.01% +49 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 3,934 shares; 2025Q1: 5,833 shares; 2025Q2: 5,921 shares; 2025Q3: 6,993 shares 6,993 $1.64M 0.01% +1,072 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,342 shares; 2025Q1: 7,583 shares; 2025Q2: 7,826 shares; 2025Q3: 8,311 shares 8,311 $1.62M 0.01% +485 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 12,121 shares; 2025Q1: 12,904 shares; 2025Q2: 13,082 shares; 2025Q3: 13,193 shares 13,193 $1.62M 0.01% +111 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 84,861 shares; 2025Q1: 82,133 shares; 2025Q2: 79,833 shares; 2025Q3: 76,542 shares 76,542 $1.61M 0.01% -3,291 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,816 shares; 2024Q4: 29,811 shares; 2025Q1: 28,925 shares; 2025Q2: 25,843 shares; 2025Q3: 22,364 shares 22,364 $1.61M 0.01% -3,479 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,095 shares; 2025Q1: 13,158 shares; 2025Q2: 13,229 shares; 2025Q3: 13,227 shares 13,227 $1.61M 0.01% -2 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 23,679 shares; 2025Q1: 17,389 shares; 2025Q2: 17,255 shares; 2025Q3: 16,037 shares 16,037 $1.61M 0.01% -1,218 Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS 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: 200,047 shares 200,047 $1.6M 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 4,342 shares; 2025Q1: 5,215 shares; 2025Q2: 6,452 shares; 2025Q3: 5,515 shares 5,515 $1.59M 0.01% -937 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,937 shares; 2024Q4: 24,339 shares; 2025Q1: 23,754 shares; 2025Q2: 21,427 shares; 2025Q3: 21,204 shares 21,204 $1.59M 0.01% -223 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,341 shares; 2025Q1: 8,668 shares; 2025Q2: 9,063 shares; 2025Q3: 8,872 shares 8,872 $1.59M 0.01% -191 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,969 shares; 2024Q4: 10,813 shares; 2025Q1: 10,683 shares; 2025Q2: 10,629 shares; 2025Q3: 10,747 shares 10,747 $1.59M 0.01% +118 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,564 shares; 2024Q4: 16,771 shares; 2025Q1: 17,599 shares; 2025Q2: 18,447 shares; 2025Q3: 18,241 shares 18,241 $1.58M 0.01% -206 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,093 shares; 2024Q4: 49,487 shares; 2025Q1: 50,461 shares; 2025Q2: 134,403 shares; 2025Q3: 138,695 shares 138,695 $1.58M 0.01% +4,292 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,264 shares; 2024Q4: 52,617 shares; 2025Q1: 52,916 shares; 2025Q2: 77,975 shares; 2025Q3: 75,330 shares 75,330 $1.58M 0.01% -2,645 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,884 shares; 2025Q1: 30,731 shares; 2025Q2: 34,303 shares; 2025Q3: 33,936 shares 33,936 $1.57M 0.01% -367 Timeline QVMM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: 41,695 shares; 2025Q1: 47,297 shares; 2025Q2: 50,692 shares; 2025Q3: 51,471 shares 51,471 $1.56M 0.01% +779 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,857 shares; 2025Q1: 2,887 shares; 2025Q2: 2,967 shares; 2025Q3: 2,980 shares 2,980 $1.56M 0.01% +13 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,274 shares; 2025Q1: 4,367 shares; 2025Q2: 5,192 shares; 2025Q3: 5,049 shares 5,049 $1.55M 0.01% -143 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,020 shares; 2024Q4: 102,941 shares; 2025Q1: 104,636 shares; 2025Q2: 107,267 shares; 2025Q3: 126,402 shares 126,402 $1.55M 0.01% +19,135 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 8,023 shares; 2025Q1: 9,900 shares; 2025Q2: 33,531 shares; 2025Q3: 34,673 shares 34,673 $1.55M 0.01% +1,142 Timeline EDGH 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: 53,737 shares 53,737 $1.55M 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 7,953 shares; 2025Q1: 8,141 shares; 2025Q2: 15,629 shares; 2025Q3: 17,460 shares 17,460 $1.55M 0.01% +1,831 Timeline IDV 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: 52,422 shares; 2024Q4: 37,446 shares; 2025Q1: 38,938 shares; 2025Q2: 42,212 shares; 2025Q3: 42,318 shares 42,318 $1.55M 0.01% +106 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,895 shares; 2024Q4: 46,910 shares; 2025Q1: 56,056 shares; 2025Q2: 60,540 shares; 2025Q3: 60,802 shares 60,802 $1.55M 0.01% +262 Timeline WTAI 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: 49,079 shares; 2024Q4: 48,838 shares; 2025Q1: 43,345 shares; 2025Q2: 54,152 shares; 2025Q3: 54,076 shares 54,076 $1.54M 0.01% -76 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,387 shares; 2024Q4: 59,227 shares; 2025Q1: 60,477 shares; 2025Q2: 64,885 shares; 2025Q3: 65,593 shares 65,593 $1.54M 0.01% +708 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,351 shares; 2024Q4: not reported; 2025Q1: 15,753 shares; 2025Q2: 11,973 shares; 2025Q3: 17,503 shares 17,503 $1.54M 0.01% +5,530 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 21,588 shares; 2025Q1: 19,935 shares; 2025Q2: 18,927 shares; 2025Q3: 19,995 shares 19,995 $1.53M 0.01% +1,068 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,271 shares; 2024Q4: 18,605 shares; 2025Q1: 17,945 shares; 2025Q2: 17,777 shares; 2025Q3: 17,934 shares 17,934 $1.53M 0.01% +157 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,717 shares; 2024Q4: 101,048 shares; 2025Q1: 100,550 shares; 2025Q2: 101,598 shares; 2025Q3: 101,599 shares 101,599 $1.53M 0.01% +1 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,272 shares; 2024Q4: 44,297 shares; 2025Q1: 41,691 shares; 2025Q2: 40,681 shares; 2025Q3: 39,426 shares 39,426 $1.53M 0.01% -1,255 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,490 shares; 2025Q3: 54,752 shares 54,752 $1.53M 0.01% +42,262 Timeline DUOT DUOS TECHNOLOGIES GROUP INC More: the full row for DUOS TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,356 shares; 2024Q4: 13,250 shares; 2025Q1: 12,750 shares; 2025Q2: 14,400 shares; 2025Q3: 207,249 shares 207,249 $1.53M 0.01% +192,849 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,742 shares; 2024Q4: 70,965 shares; 2025Q1: 70,965 shares; 2025Q2: 71,236 shares; 2025Q3: 71,456 shares 71,456 $1.52M 0.01% +220 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,293 shares; 2024Q4: 58,891 shares; 2025Q1: 62,258 shares; 2025Q2: 67,896 shares; 2025Q3: 87,248 shares 87,248 $1.52M 0.01% +19,352 Timeline MLRG 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: 129,808 shares; 2024Q4: 108,292 shares; 2025Q1: 14,132 shares; 2025Q2: 12,990 shares; 2025Q3: 16,355 shares 16,355 $1.51M 0.01% +3,365 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,589 shares; 2024Q4: 20,148 shares; 2025Q1: 18,428 shares; 2025Q2: 16,647 shares; 2025Q3: 14,977 shares 14,977 $1.51M 0.01% -1,670 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,519 shares; 2025Q1: 5,429 shares; 2025Q2: 5,088 shares; 2025Q3: 5,013 shares 5,013 $1.5M 0.01% -75 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,582 shares; 2024Q4: 129,420 shares; 2025Q1: 124,269 shares; 2025Q2: 121,389 shares; 2025Q3: 122,089 shares 122,089 $1.5M 0.01% +700 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 13,879 shares; 2025Q1: 14,079 shares; 2025Q2: 13,775 shares; 2025Q3: 15,094 shares 15,094 $1.49M 0.01% +1,319 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,577 shares; 2025Q3: 58,444 shares 58,444 $1.49M 0.01% +11,867 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,855 shares; 2025Q2: 37,441 shares; 2025Q3: 49,228 shares 49,228 $1.48M 0.01% +11,787 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,256 shares; 2024Q4: 65,622 shares; 2025Q1: 68,309 shares; 2025Q2: 72,393 shares; 2025Q3: 76,735 shares 76,735 $1.48M 0.01% +4,342 Timeline IYR 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: 16,363 shares; 2024Q4: 13,659 shares; 2025Q1: 13,453 shares; 2025Q2: 16,074 shares; 2025Q3: 15,176 shares 15,176 $1.47M 0.01% -898 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,376 shares; 2024Q4: 34,023 shares; 2025Q1: 32,751 shares; 2025Q2: 31,899 shares; 2025Q3: 32,683 shares 32,683 $1.46M 0.01% +784 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,037 shares; 2024Q4: 76,157 shares; 2025Q1: 48,951 shares; 2025Q2: 30,548 shares; 2025Q3: 35,119 shares 35,119 $1.46M 0.01% +4,571 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,850 shares; 2024Q4: 84,862 shares; 2025Q1: 74,878 shares; 2025Q2: 73,870 shares; 2025Q3: 97,729 shares 97,729 $1.46M 0.01% +23,859 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,951 shares; 2024Q4: 20,296 shares; 2025Q1: 19,446 shares; 2025Q2: 20,428 shares; 2025Q3: 21,648 shares 21,648 $1.46M 0.01% +1,220 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,502 shares; 2024Q4: 39,995 shares; 2025Q1: 31,212 shares; 2025Q2: 27,799 shares; 2025Q3: 27,483 shares 27,483 $1.46M 0.01% -316 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,215 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 15,367 shares 15,367 $1.46M 0.01% +13,174 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 7,632 shares; 2025Q1: 10,138 shares; 2025Q2: 10,319 shares; 2025Q3: 9,217 shares 9,217 $1.46M 0.01% -1,102 Timeline AOA 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: 17,945 shares; 2024Q4: 15,669 shares; 2025Q1: 15,608 shares; 2025Q2: 17,852 shares; 2025Q3: 16,523 shares 16,523 $1.46M 0.01% -1,329 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,001 shares; 2024Q4: 17,026 shares; 2025Q1: 18,047 shares; 2025Q2: 19,289 shares; 2025Q3: 19,148 shares 19,148 $1.46M 0.01% -141 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 10,593 shares 10,593 $1.45M 0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 8,073 shares; 2025Q1: 6,934 shares; 2025Q2: 7,183 shares; 2025Q3: 8,661 shares 8,661 $1.45M 0.01% +1,478 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,296 shares; 2024Q4: 110,872 shares; 2025Q1: 117,136 shares; 2025Q2: 128,616 shares; 2025Q3: 144,769 shares 144,769 $1.45M 0.01% +16,153 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,327 shares; 2024Q4: 39,026 shares; 2025Q1: 38,911 shares; 2025Q2: 37,146 shares; 2025Q3: 37,244 shares 37,244 $1.45M 0.01% +98 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,566 shares; 2024Q4: 33,784 shares; 2025Q1: 33,532 shares; 2025Q2: 34,061 shares; 2025Q3: 34,412 shares 34,412 $1.44M 0.01% +351 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,347 shares; 2024Q4: 13,671 shares; 2025Q1: 16,725 shares; 2025Q2: 16,101 shares; 2025Q3: 14,509 shares 14,509 $1.44M 0.01% -1,592 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,793 shares; 2025Q1: 2,088 shares; 2025Q2: 2,334 shares; 2025Q3: 2,245 shares 2,245 $1.43M 0.01% -89 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,844 shares; 2024Q4: 61,297 shares; 2025Q1: 60,218 shares; 2025Q2: 45,259 shares; 2025Q3: 43,217 shares 43,217 $1.43M 0.01% -2,042 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,537 shares; 2024Q4: 13,717 shares; 2025Q1: 13,713 shares; 2025Q2: 13,859 shares; 2025Q3: 14,107 shares 14,107 $1.43M 0.01% +248 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,579 shares; 2025Q1: 5,410 shares; 2025Q2: 8,772 shares; 2025Q3: 11,523 shares 11,523 $1.43M 0.01% +2,751 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,011 shares; 2024Q4: 25,198 shares; 2025Q1: 25,020 shares; 2025Q2: 29,798 shares; 2025Q3: 31,535 shares 31,535 $1.42M 0.01% +1,737 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,914 shares; 2024Q4: 191,952 shares; 2025Q1: 213,192 shares; 2025Q2: 215,232 shares; 2025Q3: 226,069 shares 226,069 $1.42M 0.01% +10,837 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,834 shares; 2024Q4: 142,329 shares; 2025Q1: 128,186 shares; 2025Q2: 88,805 shares; 2025Q3: 62,193 shares 62,193 $1.41M 0.01% -26,612 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 4,805 shares; 2025Q1: 5,455 shares; 2025Q2: 5,172 shares; 2025Q3: 5,278 shares 5,278 $1.41M 0.01% +106 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,433 shares; 2024Q4: 102,203 shares; 2025Q1: 102,929 shares; 2025Q2: 93,216 shares; 2025Q3: 86,309 shares 86,309 $1.41M 0.01% -6,907 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,066 shares; 2024Q4: 95,651 shares; 2025Q1: 122,917 shares; 2025Q2: 121,870 shares; 2025Q3: 121,538 shares 121,538 $1.41M 0.01% -332 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 10,300 shares; 2025Q1: 21,720 shares; 2025Q2: 21,218 shares; 2025Q3: 25,793 shares 25,793 $1.4M 0.01% +4,575 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,268 shares; 2024Q4: 111,886 shares; 2025Q1: 111,569 shares; 2025Q2: 109,060 shares; 2025Q3: 114,003 shares 114,003 $1.4M 0.01% +4,943 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 1,724 shares; 2025Q1: 4,762 shares; 2025Q2: 24,370 shares; 2025Q3: 20,282 shares 20,282 $1.4M 0.01% -4,088 Timeline DGRS 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: 20,122 shares; 2024Q4: 21,609 shares; 2025Q1: 24,069 shares; 2025Q2: 27,692 shares; 2025Q3: 27,917 shares 27,917 $1.4M 0.01% +225 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,189 shares; 2024Q4: 74,688 shares; 2025Q1: 62,564 shares; 2025Q2: 60,475 shares; 2025Q3: 54,487 shares 54,487 $1.39M 0.01% -5,988 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,805 shares; 2024Q4: 67,253 shares; 2025Q1: 60,657 shares; 2025Q2: 64,326 shares; 2025Q3: 74,437 shares 74,437 $1.39M 0.01% +10,111 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 7,010 shares; 2025Q1: 7,306 shares; 2025Q2: 7,187 shares; 2025Q3: 7,361 shares 7,361 $1.38M 0.01% +174 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 7,568 shares; 2025Q1: 12,339 shares; 2025Q2: 12,778 shares; 2025Q3: 15,045 shares 15,045 $1.38M 0.01% +2,267 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,929 shares; 2024Q4: 47,635 shares; 2025Q1: 60,793 shares; 2025Q2: 72,698 shares; 2025Q3: 76,419 shares 76,419 $1.38M 0.01% +3,721 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,375 shares; 2024Q4: 79,831 shares; 2025Q1: 77,710 shares; 2025Q2: 76,244 shares; 2025Q3: 86,311 shares 86,311 $1.38M 0.01% +10,067 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,227 shares; 2025Q1: 2,502 shares; 2025Q2: 2,704 shares; 2025Q3: 2,687 shares 2,687 $1.38M 0.01% -17 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,871 shares; 2025Q3: 30,172 shares 30,172 $1.37M 0.01% +1,301 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,698 shares; 2024Q4: 30,972 shares; 2025Q1: 33,614 shares; 2025Q2: 30,882 shares; 2025Q3: 32,643 shares 32,643 $1.37M 0.01% +1,761 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,959 shares; 2024Q4: 63,075 shares; 2025Q1: 71,884 shares; 2025Q2: 70,975 shares; 2025Q3: 70,771 shares 70,771 $1.37M 0.01% -204 Timeline CDXS CODEXIS INC More: the full row for CODEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,699 shares; 2024Q4: 281,043 shares; 2025Q1: 342,660 shares; 2025Q2: 522,913 shares; 2025Q3: 561,413 shares 561,413 $1.37M 0.01% +38,500 Timeline GNMA 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: 32,786 shares; 2024Q4: 32,204 shares; 2025Q1: 32,740 shares; 2025Q2: 30,129 shares; 2025Q3: 30,885 shares 30,885 $1.37M 0.01% +756 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,142 shares; 2024Q4: 67,612 shares; 2025Q1: 67,614 shares; 2025Q2: 53,590 shares; 2025Q3: 52,533 shares 52,533 $1.37M 0.01% -1,057 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,892 shares; 2024Q4: 20,434 shares; 2025Q1: 19,314 shares; 2025Q2: 16,872 shares; 2025Q3: 16,653 shares 16,653 $1.37M 0.01% -219 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,318 shares; 2025Q1: 16,861 shares; 2025Q2: 20,053 shares; 2025Q3: 23,919 shares 23,919 $1.36M 0.01% +3,866 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,087 shares; 2025Q1: 6,678 shares; 2025Q2: 6,404 shares; 2025Q3: 6,243 shares 6,243 $1.36M 0.01% -161 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,087 shares; 2024Q4: 10,807 shares; 2025Q1: 12,406 shares; 2025Q2: 12,448 shares; 2025Q3: 12,323 shares 12,323 $1.36M 0.01% -125 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,080 shares; 2024Q4: 31,654 shares; 2025Q1: 29,147 shares; 2025Q2: 27,991 shares; 2025Q3: 29,983 shares 29,983 $1.36M 0.01% +1,992 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,924 shares; 2024Q4: 56,345 shares; 2025Q1: 65,467 shares; 2025Q2: 62,522 shares; 2025Q3: 52,970 shares 52,970 $1.35M 0.01% -9,552 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 17,658 shares; 2025Q1: 24,769 shares; 2025Q2: 24,284 shares; 2025Q3: 27,712 shares 27,712 $1.35M 0.01% +3,428 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,526 shares; 2024Q4: 15,696 shares; 2025Q1: 15,035 shares; 2025Q2: 17,985 shares; 2025Q3: 17,530 shares 17,530 $1.35M 0.01% -455 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,921 shares; 2025Q1: 7,034 shares; 2025Q2: 7,116 shares; 2025Q3: 7,200 shares 7,200 $1.34M 0.01% +84 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 26,282 shares; 2025Q1: 25,820 shares; 2025Q2: 24,872 shares; 2025Q3: 24,906 shares 24,906 $1.34M 0.01% +34 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,164 shares; 2024Q4: 66,012 shares; 2025Q1: 56,580 shares; 2025Q2: 51,514 shares; 2025Q3: 57,126 shares 57,126 $1.34M 0.01% +5,612 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,447 shares; 2024Q4: 26,678 shares; 2025Q1: 25,347 shares; 2025Q2: 34,666 shares; 2025Q3: 35,145 shares 35,145 $1.34M 0.01% +479 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,713 shares 63,713 $1.34M 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,703 shares; 2024Q4: 16,728 shares; 2025Q1: 15,791 shares; 2025Q2: 17,175 shares; 2025Q3: 19,777 shares 19,777 $1.33M 0.01% +2,602 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,013 shares; 2025Q1: 5,851 shares; 2025Q2: 26,117 shares; 2025Q3: 19,857 shares 19,857 $1.33M 0.01% -6,260 Timeline PSFF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,080 shares 42,080 $1.33M 0.01% new Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,650 shares; 2024Q4: 60,350 shares; 2025Q1: 52,850 shares; 2025Q2: 53,350 shares; 2025Q3: 51,100 shares 51,100 $1.33M 0.01% -2,250 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 10,107 shares; 2025Q1: 31,334 shares; 2025Q2: 19,159 shares; 2025Q3: 26,178 shares 26,178 $1.33M 0.01% +7,019 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,842 shares; 2024Q4: 40,158 shares; 2025Q1: 99,685 shares; 2025Q2: 111,704 shares; 2025Q3: 88,906 shares 88,906 $1.32M 0.01% -22,798 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: 165,765 shares; 2024Q4: 161,090 shares; 2025Q1: 136,863 shares; 2025Q2: 121,782 shares; 2025Q3: 56,935 shares 56,935 $1.32M 0.01% -64,847 DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,895 shares; 2025Q2: 26,022 shares; 2025Q3: 28,355 shares 28,355 $1.32M 0.01% +2,333 Timeline QTOP 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: not reported; 2025Q2: 11,740 shares; 2025Q3: 42,418 shares 42,418 $1.32M 0.01% +30,678 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,983 shares; 2024Q4: 35,271 shares; 2025Q1: 38,972 shares; 2025Q2: 36,682 shares; 2025Q3: 41,590 shares 41,590 $1.32M 0.01% +4,908 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,618 shares; 2024Q4: 23,273 shares; 2025Q1: 23,515 shares; 2025Q2: 27,171 shares; 2025Q3: 27,117 shares 27,117 $1.32M 0.01% -54 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,234 shares; 2024Q4: 49,899 shares; 2025Q1: 53,408 shares; 2025Q2: 55,645 shares; 2025Q3: 57,117 shares 57,117 $1.31M 0.01% +1,472 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: not reported; 2025Q2: 7,325 shares; 2025Q3: 6,458 shares 6,458 $1.31M 0.01% -867 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,378 shares; 2024Q4: 57,896 shares; 2025Q1: 59,925 shares; 2025Q2: 52,303 shares; 2025Q3: 51,074 shares 51,074 $1.3M 0.01% -1,229 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,620 shares; 2024Q4: 30,881 shares; 2025Q1: 30,509 shares; 2025Q2: 29,657 shares; 2025Q3: 28,106 shares 28,106 $1.3M 0.01% -1,551 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,182 shares; 2024Q4: 76,151 shares; 2025Q1: 71,765 shares; 2025Q2: 98,650 shares; 2025Q3: 107,472 shares 107,472 $1.3M 0.01% +8,822 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 4,062 shares; 2025Q1: not reported; 2025Q2: 15,805 shares; 2025Q3: 10,493 shares 10,493 $1.3M 0.01% -5,312 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,724 shares; 2024Q4: 13,239 shares; 2025Q1: 13,140 shares; 2025Q2: 13,853 shares; 2025Q3: 9,354 shares 9,354 $1.3M 0.01% -4,499 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 15,796 shares; 2025Q1: 14,863 shares; 2025Q2: 14,514 shares; 2025Q3: 15,337 shares 15,337 $1.3M 0.01% +823 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 9,825 shares; 2025Q1: 8,691 shares; 2025Q2: 9,293 shares; 2025Q3: 10,059 shares 10,059 $1.29M 0.01% +766 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 12,686 shares; 2025Q1: 5,203 shares; 2025Q2: 5,880 shares; 2025Q3: 6,016 shares 6,016 $1.29M 0.01% +136 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 19,357 shares; 2025Q1: 18,961 shares; 2025Q2: 17,978 shares; 2025Q3: 17,466 shares 17,466 $1.29M 0.01% -512 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 35,346 shares 35,346 $1.29M 0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,119 shares; 2024Q4: 10,165 shares; 2025Q1: 9,614 shares; 2025Q2: 12,058 shares; 2025Q3: 13,894 shares 13,894 $1.28M 0.01% +1,836 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,035 shares; 2024Q4: 146,674 shares; 2025Q1: 157,751 shares; 2025Q2: 145,556 shares; 2025Q3: 156,103 shares 156,103 $1.28M 0.01% +10,547 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,870 shares; 2024Q4: 287,870 shares; 2025Q1: 302,270 shares; 2025Q2: 226,070 shares; 2025Q3: 222,070 shares 222,070 $1.28M 0.01% -4,000 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,292 shares 50,292 $1.27M 0.01% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,129 shares; 2025Q2: 18,907 shares; 2025Q3: 19,608 shares 19,608 $1.27M 0.01% +701 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,011 shares; 2024Q4: 24,939 shares; 2025Q1: 22,651 shares; 2025Q2: 20,368 shares; 2025Q3: 19,853 shares 19,853 $1.27M 0.01% -515 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,350 shares; 2024Q4: 121,350 shares; 2025Q1: 130,750 shares; 2025Q2: 143,300 shares; 2025Q3: 145,931 shares 145,931 $1.27M 0.01% +2,631 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 46,896 shares; 2025Q1: 23,895 shares; 2025Q2: 22,574 shares; 2025Q3: 21,166 shares 21,166 $1.26M 0.01% -1,408 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,742 shares; 2025Q1: 6,765 shares; 2025Q2: 5,676 shares; 2025Q3: 5,242 shares 5,242 $1.26M 0.01% -434 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,765 shares; 2024Q4: 83,621 shares; 2025Q1: 81,667 shares; 2025Q2: 78,625 shares; 2025Q3: 68,371 shares 68,371 $1.26M 0.01% -10,254 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 21,473 shares 21,473 $1.25M 0.01% +7,989 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 14,478 shares; 2025Q1: 15,486 shares; 2025Q2: 15,119 shares; 2025Q3: 15,946 shares 15,946 $1.25M 0.01% +827 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,234 shares; 2024Q4: 51,724 shares; 2025Q1: 46,328 shares; 2025Q2: 104,704 shares; 2025Q3: 138,117 shares 138,117 $1.24M 0.01% +33,413 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 20,393 shares; 2025Q1: 20,711 shares; 2025Q2: 7,864 shares; 2025Q3: 6,939 shares 6,939 $1.23M 0.01% -925 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,766 shares; 2024Q4: 81,866 shares; 2025Q1: 81,022 shares; 2025Q2: 76,576 shares; 2025Q3: 80,231 shares 80,231 $1.23M 0.01% +3,655 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,553 shares; 2025Q1: 2,430 shares; 2025Q2: 2,414 shares; 2025Q3: 2,848 shares 2,848 $1.23M 0.01% +434 Timeline REMX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,655 shares 18,655 $1.23M 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,181 shares; 2024Q4: 25,747 shares; 2025Q1: 22,221 shares; 2025Q2: 23,251 shares; 2025Q3: 20,496 shares 20,496 $1.22M 0.01% -2,755 DDWM 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: 8,320 shares; 2024Q4: 18,426 shares; 2025Q1: 20,353 shares; 2025Q2: 20,777 shares; 2025Q3: 29,238 shares 29,238 $1.22M 0.01% +8,461 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 15,085 shares; 2025Q1: 17,376 shares; 2025Q2: 30,978 shares; 2025Q3: 31,357 shares 31,357 $1.22M 0.01% +379 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,508 shares; 2024Q4: 17,249 shares; 2025Q1: 16,387 shares; 2025Q2: 31,757 shares; 2025Q3: 33,682 shares 33,682 $1.22M 0.01% +1,925 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,612 shares; 2025Q2: 10,125 shares; 2025Q3: 10,247 shares 10,247 $1.22M 0.01% +122 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,593 shares; 2024Q4: 21,103 shares; 2025Q1: 22,160 shares; 2025Q2: 23,961 shares; 2025Q3: 34,587 shares 34,587 $1.22M 0.01% +10,626 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: not reported; 2025Q1: 17,065 shares; 2025Q2: 18,980 shares; 2025Q3: 18,559 shares 18,559 $1.22M 0.01% -421 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,526 shares; 2024Q4: 239,085 shares; 2025Q1: 285,527 shares; 2025Q2: 53,699 shares; 2025Q3: 16,824 shares 16,824 $1.22M 0.01% -36,875 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,840 shares; 2024Q4: 12,061 shares; 2025Q1: 11,533 shares; 2025Q2: 11,871 shares; 2025Q3: 10,816 shares 10,816 $1.21M 0.01% -1,055 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 11,579 shares; 2025Q1: 14,254 shares; 2025Q2: 14,520 shares; 2025Q3: 27,239 shares 27,239 $1.21M 0.01% +12,719 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,287 shares; 2024Q4: 53,653 shares; 2025Q1: 53,491 shares; 2025Q2: 43,417 shares; 2025Q3: 40,790 shares 40,790 $1.21M 0.01% -2,627 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6,261 shares; 2025Q1: 6,235 shares; 2025Q2: 3,903 shares; 2025Q3: 4,056 shares 4,056 $1.21M 0.01% +153 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,924 shares; 2024Q4: 23,088 shares; 2025Q1: 19,483 shares; 2025Q2: 19,935 shares; 2025Q3: 23,080 shares 23,080 $1.21M 0.01% +3,145 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 5,860 shares; 2025Q1: 15,206 shares; 2025Q2: 15,175 shares; 2025Q3: 15,180 shares 15,180 $1.21M 0.01% +5 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 34,684 shares; 2025Q1: 17,394 shares; 2025Q2: 17,384 shares; 2025Q3: 16,527 shares 16,527 $1.21M 0.01% -857 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 7,919 shares; 2025Q1: 7,519 shares; 2025Q2: 7,334 shares; 2025Q3: 7,260 shares 7,260 $1.21M 0.01% -74 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,309 shares; 2024Q4: 28,302 shares; 2025Q1: 23,931 shares; 2025Q2: 31,030 shares; 2025Q3: 36,954 shares 36,954 $1.21M 0.01% +5,924 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,170 shares; 2024Q4: 18,669 shares; 2025Q1: 21,611 shares; 2025Q2: 22,091 shares; 2025Q3: 24,530 shares 24,530 $1.2M 0.01% +2,439 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 10,298 shares; 2025Q1: 11,121 shares; 2025Q2: 11,078 shares; 2025Q3: 13,239 shares 13,239 $1.2M 0.01% +2,161 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 17,818 shares; 2025Q1: 17,863 shares; 2025Q2: 17,531 shares; 2025Q3: 20,664 shares 20,664 $1.2M 0.01% +3,133 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,691 shares; 2024Q4: 70,373 shares; 2025Q1: 70,607 shares; 2025Q2: 70,060 shares; 2025Q3: 67,249 shares 67,249 $1.2M 0.01% -2,811 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,226 shares; 2025Q3: 5,884 shares 5,884 $1.19M 0.01% +4,658 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,906 shares; 2024Q4: 22,834 shares; 2025Q1: 18,350 shares; 2025Q2: 24,082 shares; 2025Q3: 26,296 shares 26,296 $1.19M 0.01% +2,214 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 21,690 shares; 2025Q1: 18,923 shares; 2025Q2: 18,641 shares; 2025Q3: 18,020 shares 18,020 $1.19M 0.01% -621 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 20,268 shares; 2025Q1: 20,116 shares; 2025Q2: 20,204 shares; 2025Q3: 19,967 shares 19,967 $1.19M 0.01% -237 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,991 shares; 2024Q4: 8,712 shares; 2025Q1: 9,757 shares; 2025Q2: 8,870 shares; 2025Q3: 8,361 shares 8,361 $1.18M 0.01% -509 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,160 shares; 2024Q4: 4,497 shares; 2025Q1: 8,706 shares; 2025Q2: 6,074 shares; 2025Q3: 8,936 shares 8,936 $1.18M 0.01% +2,862 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,330 shares; 2024Q4: 19,922 shares; 2025Q1: 16,201 shares; 2025Q2: 16,271 shares; 2025Q3: 16,056 shares 16,056 $1.18M 0.01% -215 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,440 shares; 2024Q4: 115,580 shares; 2025Q1: 42,634 shares; 2025Q2: 40,424 shares; 2025Q3: 40,382 shares 40,382 $1.18M 0.01% -42 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,930 shares; 2024Q4: 17,009 shares; 2025Q1: 17,038 shares; 2025Q2: 13,983 shares; 2025Q3: 22,034 shares 22,034 $1.18M 0.01% +8,051 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,161 shares; 2024Q4: 40,187 shares; 2025Q1: 41,933 shares; 2025Q2: 40,958 shares; 2025Q3: 49,090 shares 49,090 $1.17M 0.01% +8,132 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,036 shares; 2024Q4: 19,990 shares; 2025Q1: 25,553 shares; 2025Q2: 33,589 shares; 2025Q3: 42,309 shares 42,309 $1.17M 0.01% +8,720 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 14,725 shares; 2025Q1: 14,432 shares; 2025Q2: 14,706 shares; 2025Q3: 13,808 shares 13,808 $1.17M 0.01% -898 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,379 shares; 2024Q4: 221,282 shares; 2025Q1: 254,955 shares; 2025Q2: 245,516 shares; 2025Q3: 257,270 shares 257,270 $1.17M 0.01% +11,754 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 67,868 shares 67,868 $1.17M 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 12,193 shares; 2025Q1: 9,574 shares; 2025Q2: 9,331 shares; 2025Q3: 7,194 shares 7,194 $1.17M 0.01% -2,137 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,898 shares; 2024Q4: 16,864 shares; 2025Q1: 21,208 shares; 2025Q2: 22,741 shares; 2025Q3: 21,846 shares 21,846 $1.16M 0.01% -895 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 4,869 shares; 2025Q1: 5,435 shares; 2025Q2: 6,059 shares; 2025Q3: 6,122 shares 6,122 $1.16M 0.01% +63 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 4,354 shares; 2025Q1: 7,926 shares; 2025Q2: 7,458 shares; 2025Q3: 2,728 shares 2,728 $1.16M 0.01% -4,730 Timeline SARK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,245 shares 40,245 $1.15M 0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC 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: 310,020 shares 310,020 $1.15M 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 17,471 shares; 2025Q1: 10,985 shares; 2025Q2: 10,749 shares; 2025Q3: 10,548 shares 10,548 $1.15M 0.01% -201 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,796 shares; 2025Q1: not reported; 2025Q2: 65,422 shares; 2025Q3: 46,268 shares 46,268 $1.14M 0.01% -19,154 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 13,784 shares; 2025Q1: 12,822 shares; 2025Q2: 11,442 shares; 2025Q3: 8,482 shares 8,482 $1.14M 0.01% -2,960 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 3,307 shares 3,307 $1.14M 0.01% +1,507 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,686 shares; 2025Q1: 2,169 shares; 2025Q2: 3,726 shares; 2025Q3: 3,771 shares 3,771 $1.14M 0.01% +45 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,956 shares; 2025Q1: 6,593 shares; 2025Q2: 8,062 shares; 2025Q3: 9,397 shares 9,397 $1.14M 0.01% +1,335 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,388 shares; 2025Q1: 24,261 shares; 2025Q2: 24,494 shares; 2025Q3: 24,655 shares 24,655 $1.14M 0.01% +161 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,958 shares 44,958 $1.14M 0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 7,214 shares; 2025Q1: 6,522 shares; 2025Q2: 6,537 shares; 2025Q3: 6,390 shares 6,390 $1.14M 0.01% -147 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,294 shares; 2024Q4: 5,676 shares; 2025Q1: 4,348 shares; 2025Q2: 4,007 shares; 2025Q3: 5,325 shares 5,325 $1.14M 0.01% +1,318 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 14,797 shares; 2025Q1: 16,624 shares; 2025Q2: 15,057 shares; 2025Q3: 14,811 shares 14,811 $1.14M 0.01% -246 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 8,111 shares; 2025Q1: 6,729 shares; 2025Q2: 6,548 shares; 2025Q3: 5,957 shares 5,957 $1.13M 0.01% -591 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 8,976 shares; 2025Q1: 8,755 shares; 2025Q2: 8,935 shares; 2025Q3: 8,028 shares 8,028 $1.13M 0.01% -907 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 16,216 shares; 2025Q1: 17,018 shares; 2025Q2: 15,768 shares; 2025Q3: 29,119 shares 29,119 $1.13M 0.01% +13,351 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,127 shares; 2025Q1: 35,336 shares; 2025Q2: 35,951 shares; 2025Q3: 30,395 shares 30,395 $1.13M 0.01% -5,556 Timeline VLUE 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: 18,001 shares; 2024Q4: 15,337 shares; 2025Q1: 14,871 shares; 2025Q2: 15,277 shares; 2025Q3: 9,027 shares 9,027 $1.13M 0.01% -6,250 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 7,490 shares; 2025Q1: 7,632 shares; 2025Q2: 7,321 shares; 2025Q3: 10,618 shares 10,618 $1.13M 0.01% +3,297 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 11,615 shares; 2025Q1: 11,966 shares; 2025Q2: 14,915 shares; 2025Q3: 13,744 shares 13,744 $1.12M 0.01% -1,171 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,598 shares; 2024Q4: 13,984 shares; 2025Q1: not reported; 2025Q2: 51,744 shares; 2025Q3: 63,611 shares 63,611 $1.12M 0.01% +11,867 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 20,071 shares; 2025Q1: 19,805 shares; 2025Q2: 19,914 shares; 2025Q3: 24,088 shares 24,088 $1.12M 0.01% +4,174 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,321 shares; 2024Q4: 110,256 shares; 2025Q1: 142,044 shares; 2025Q2: 161,044 shares; 2025Q3: 172,544 shares 172,544 $1.12M 0.01% +11,500 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,639 shares; 2024Q4: 36,800 shares; 2025Q1: 34,894 shares; 2025Q2: 29,138 shares; 2025Q3: 24,568 shares 24,568 $1.12M 0.01% -4,570 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,250 shares; 2024Q4: 185,084 shares; 2025Q1: 194,100 shares; 2025Q2: 202,951 shares; 2025Q3: 207,122 shares 207,122 $1.11M 0.01% +4,171 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,160 shares; 2024Q4: 12,629 shares; 2025Q1: 12,496 shares; 2025Q2: 14,454 shares; 2025Q3: 13,366 shares 13,366 $1.11M 0.01% -1,088 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,720 shares; 2024Q4: 253,115 shares; 2025Q1: 245,808 shares; 2025Q2: 227,765 shares; 2025Q3: 206,411 shares 206,411 $1.11M 0.01% -21,354 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,711 shares; 2024Q4: 41,512 shares; 2025Q1: 43,178 shares; 2025Q2: 45,531 shares; 2025Q3: 42,616 shares 42,616 $1.11M 0.01% -2,915 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,133 shares; 2024Q4: 11,572 shares; 2025Q1: 13,271 shares; 2025Q2: 8,589 shares; 2025Q3: 11,452 shares 11,452 $1.11M 0.01% +2,863 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,238 shares; 2025Q1: 3,319 shares; 2025Q2: 3,466 shares; 2025Q3: 3,621 shares 3,621 $1.1M 0.01% +155 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,632 shares; 2025Q3: 57,888 shares 57,888 $1.1M 0.01% +5,256 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 15,166 shares; 2025Q1: 13,661 shares; 2025Q2: 17,086 shares; 2025Q3: 20,660 shares 20,660 $1.1M 0.01% +3,574 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,535 shares; 2024Q4: 86,289 shares; 2025Q1: 88,860 shares; 2025Q2: 104,103 shares; 2025Q3: 80,776 shares 80,776 $1.1M 0.01% -23,327 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,454 shares; 2024Q4: 49,937 shares; 2025Q1: 16,467 shares; 2025Q2: 18,300 shares; 2025Q3: 20,734 shares 20,734 $1.1M 0.01% +2,434 Timeline ISTB 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: 64,454 shares; 2024Q4: 57,199 shares; 2025Q1: 55,861 shares; 2025Q2: 54,038 shares; 2025Q3: 22,390 shares 22,390 $1.09M 0.01% -31,648 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,156 shares; 2024Q4: 104,241 shares; 2025Q1: 108,070 shares; 2025Q2: 106,421 shares; 2025Q3: 121,334 shares 121,334 $1.09M 0.01% +14,913 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 40,957 shares; 2025Q1: 43,951 shares; 2025Q2: 34,359 shares; 2025Q3: 47,102 shares 47,102 $1.09M 0.01% +12,743 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,174 shares; 2024Q4: 40,944 shares; 2025Q1: 40,679 shares; 2025Q2: 39,749 shares; 2025Q3: 37,163 shares 37,163 $1.09M 0.01% -2,586 Timeline FTHI 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: 28,654 shares; 2024Q4: 13,841 shares; 2025Q1: 14,632 shares; 2025Q2: 28,083 shares; 2025Q3: 45,766 shares 45,766 $1.09M 0.01% +17,683 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,648 shares; 2024Q4: 44,014 shares; 2025Q1: 37,628 shares; 2025Q2: 52,029 shares; 2025Q3: 39,767 shares 39,767 $1.08M 0.01% -12,262 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,103 shares; 2024Q4: 17,122 shares; 2025Q1: 14,070 shares; 2025Q2: 13,722 shares; 2025Q3: 11,702 shares 11,702 $1.08M 0.01% -2,020 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,972 shares; 2024Q4: 76,252 shares; 2025Q1: 83,537 shares; 2025Q2: 80,412 shares; 2025Q3: 61,943 shares 61,943 $1.07M 0.01% -18,469 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 24,566 shares; 2025Q1: 32,134 shares; 2025Q2: 35,896 shares; 2025Q3: 37,151 shares 37,151 $1.07M 0.01% +1,255 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 28,222 shares; 2025Q1: 29,179 shares; 2025Q2: 33,254 shares; 2025Q3: 9,918 shares 9,918 $1.07M 0.01% -23,336 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 9,448 shares; 2025Q1: 9,823 shares; 2025Q2: 9,696 shares; 2025Q3: 10,154 shares 10,154 $1.07M 0.01% +458 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,375 shares; 2025Q1: 20,263 shares; 2025Q2: 55,978 shares; 2025Q3: 45,703 shares 45,703 $1.06M 0.01% -10,275 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,420 shares; 2024Q4: 15,337 shares; 2025Q1: 18,568 shares; 2025Q2: 26,959 shares; 2025Q3: 28,894 shares 28,894 $1.06M 0.01% +1,935 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 6,349 shares; 2025Q1: 5,971 shares; 2025Q2: 6,301 shares; 2025Q3: 5,580 shares 5,580 $1.06M 0.01% -721 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,971 shares; 2024Q4: 26,947 shares; 2025Q1: 26,518 shares; 2025Q2: 25,938 shares; 2025Q3: 25,183 shares 25,183 $1.06M 0.01% -755 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 52,274 shares; 2025Q1: 36,551 shares; 2025Q2: 21,154 shares; 2025Q3: 21,164 shares 21,164 $1.06M 0.01% +10 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,006 shares; 2024Q4: 162,140 shares; 2025Q1: 188,848 shares; 2025Q2: 179,301 shares; 2025Q3: 173,647 shares 173,647 $1.06M 0.01% -5,654 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,295 shares; 2025Q1: 11,284 shares; 2025Q2: 14,140 shares; 2025Q3: 14,684 shares 14,684 $1.06M 0.01% +544 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 4,940 shares; 2025Q1: 4,887 shares; 2025Q2: 6,301 shares; 2025Q3: 6,514 shares 6,514 $1.05M 0.01% +213 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,231 shares 55,231 $1.05M 0.01% new Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 34,556 shares; 2025Q1: 25,821 shares; 2025Q2: 29,280 shares; 2025Q3: 21,527 shares 21,527 $1.05M 0.01% -7,753 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,964 shares; 2024Q4: 39,145 shares; 2025Q1: 35,902 shares; 2025Q2: 35,483 shares; 2025Q3: 48,724 shares 48,724 $1.05M 0.01% +13,241 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,013 shares; 2025Q1: 13,805 shares; 2025Q2: 18,804 shares; 2025Q3: 27,409 shares 27,409 $1.04M 0.01% +8,605 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,230 shares; 2024Q4: 115,262 shares; 2025Q1: 114,912 shares; 2025Q2: 115,132 shares; 2025Q3: 115,345 shares 115,345 $1.04M 0.01% +213 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 18,062 shares; 2025Q1: 17,883 shares; 2025Q2: 13,781 shares; 2025Q3: 13,848 shares 13,848 $1.04M 0.01% +67 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,961 shares; 2024Q4: 46,593 shares; 2025Q1: 27,971 shares; 2025Q2: 25,857 shares; 2025Q3: 22,827 shares 22,827 $1.04M 0.01% -3,030 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 11,826 shares; 2025Q1: 11,963 shares; 2025Q2: 15,184 shares; 2025Q3: 15,199 shares 15,199 $1.04M 0.01% +15 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,658 shares; 2025Q2: 43,453 shares; 2025Q3: 34,637 shares 34,637 $1.04M 0.01% -8,816 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,061 shares; 2024Q4: 44,628 shares; 2025Q1: 40,801 shares; 2025Q2: 41,688 shares; 2025Q3: 43,665 shares 43,665 $1.04M 0.01% +1,977 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,712 shares; 2025Q3: 7,135 shares 7,135 $1.04M 0.01% +423 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,805 shares; 2024Q4: 45,262 shares; 2025Q1: 51,113 shares; 2025Q2: 54,403 shares; 2025Q3: 53,119 shares 53,119 $1.04M 0.01% -1,284 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,439 shares; 2024Q4: 89,992 shares; 2025Q1: 89,046 shares; 2025Q2: 101,097 shares; 2025Q3: 99,815 shares 99,815 $1.04M 0.01% -1,282 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,642 shares 20,642 $1.04M 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 5,252 shares 5,252 $1.03M 0.01% new Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,817 shares; 2024Q4: 85,412 shares; 2025Q1: 79,915 shares; 2025Q2: 78,086 shares; 2025Q3: 69,050 shares 69,050 $1.03M 0.01% -9,036 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 7,418 shares; 2025Q1: 7,264 shares; 2025Q2: 7,884 shares; 2025Q3: 8,430 shares 8,430 $1.02M 0.01% +546 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 4,817 shares; 2025Q1: 4,584 shares; 2025Q2: 4,586 shares; 2025Q3: 5,079 shares 5,079 $1.02M 0.01% +493 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 12,995 shares; 2025Q1: 12,420 shares; 2025Q2: 13,231 shares; 2025Q3: 12,102 shares 12,102 $1.02M 0.01% -1,129 Timeline DOL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,290 shares; 2025Q3: 16,298 shares 16,298 $1.01M <0.01% +1,008 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 8,723 shares; 2025Q1: 8,716 shares; 2025Q2: 8,708 shares; 2025Q3: 10,966 shares 10,966 $1.01M <0.01% +2,258 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,789 shares; 2024Q4: 37,844 shares; 2025Q1: 36,188 shares; 2025Q2: 35,024 shares; 2025Q3: 45,043 shares 45,043 $1.01M <0.01% +10,019 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 10,408 shares; 2025Q1: 7,273 shares; 2025Q2: 7,084 shares; 2025Q3: 7,660 shares 7,660 $1.01M <0.01% +576 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,434 shares; 2024Q4: 17,510 shares; 2025Q1: 17,764 shares; 2025Q2: 18,882 shares; 2025Q3: 18,289 shares 18,289 $1.01M <0.01% -593 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,393 shares; 2025Q1: 4,394 shares; 2025Q2: 4,297 shares; 2025Q3: 4,318 shares 4,318 $1.01M <0.01% +21 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,730 shares; 2024Q4: 47,253 shares; 2025Q1: 36,897 shares; 2025Q2: 29,450 shares; 2025Q3: 22,999 shares 22,999 $1.01M <0.01% -6,451 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 9,755 shares; 2025Q1: 8,160 shares; 2025Q2: 8,209 shares; 2025Q3: 8,295 shares 8,295 $1.01M <0.01% +86 Timeline IYZ 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: not reported; 2025Q2: 29,747 shares; 2025Q3: 31,138 shares 31,138 $1M <0.01% +1,391 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 6,760 shares; 2025Q1: 6,820 shares; 2025Q2: 7,125 shares; 2025Q3: 8,366 shares 8,366 $1M <0.01% +1,241 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,699 shares; 2025Q2: 4,227 shares; 2025Q3: 4,363 shares 4,363 $1M <0.01% +136 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,743 shares; 2025Q1: 3,244 shares; 2025Q2: 3,559 shares; 2025Q3: 3,657 shares 3,657 $1M <0.01% +98 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 7,144 shares; 2025Q1: 7,238 shares; 2025Q2: 10,772 shares; 2025Q3: 13,526 shares 13,526 $997K <0.01% +2,754 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 11,650 shares; 2025Q1: 20,597 shares; 2025Q2: 15,838 shares; 2025Q3: 11,881 shares 11,881 $996K <0.01% -3,957 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,601 shares; 2024Q4: 13,327 shares; 2025Q1: 16,963 shares; 2025Q2: 15,135 shares; 2025Q3: 15,189 shares 15,189 $995K <0.01% +54 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 23,163 shares; 2025Q3: 39,742 shares 39,742 $993K <0.01% +16,579 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,458 shares; 2024Q4: 29,456 shares; 2025Q1: 28,823 shares; 2025Q2: 26,823 shares; 2025Q3: 27,123 shares 27,123 $989K <0.01% +300 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,750 shares; 2024Q4: 59,050 shares; 2025Q1: 59,950 shares; 2025Q2: 61,150 shares; 2025Q3: 61,150 shares 61,150 $988K <0.01% 0 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,329 shares; 2024Q4: 21,978 shares; 2025Q1: 23,075 shares; 2025Q2: 51,332 shares; 2025Q3: 63,688 shares 63,688 $988K <0.01% +12,356 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 6,934 shares; 2025Q1: 6,894 shares; 2025Q2: 8,783 shares; 2025Q3: 8,888 shares 8,888 $984K <0.01% +105 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,547 shares; 2025Q3: 19,797 shares 19,797 $984K <0.01% +4,250 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,363 shares; 2025Q1: 3,341 shares; 2025Q2: 3,540 shares; 2025Q3: 3,489 shares 3,489 $980K <0.01% -51 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,014 shares; 2025Q1: 7,351 shares; 2025Q2: 22,925 shares; 2025Q3: 18,318 shares 18,318 $977K <0.01% -4,607 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,993 shares; 2024Q4: 77,242 shares; 2025Q1: 78,735 shares; 2025Q2: 76,209 shares; 2025Q3: 83,434 shares 83,434 $975K <0.01% +7,225 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 62,112 shares 62,112 $975K <0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 6,043 shares; 2025Q1: 6,425 shares; 2025Q2: 8,767 shares; 2025Q3: 9,568 shares 9,568 $970K <0.01% +801 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,072 shares; 2024Q4: 43,178 shares; 2025Q1: 42,679 shares; 2025Q2: 42,856 shares; 2025Q3: 43,028 shares 43,028 $966K <0.01% +172 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,219 shares; 2024Q4: 34,355 shares; 2025Q1: 29,761 shares; 2025Q2: 22,548 shares; 2025Q3: 10,471 shares 10,471 $965K <0.01% -12,077 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 27,764 shares; 2025Q1: 29,815 shares; 2025Q2: 15,133 shares; 2025Q3: 12,617 shares 12,617 $963K <0.01% -2,516 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,368 shares; 2024Q4: 45,217 shares; 2025Q1: 48,112 shares; 2025Q2: 72,852 shares; 2025Q3: 84,477 shares 84,477 $962K <0.01% +11,625 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,273 shares; 2025Q1: 3,170 shares; 2025Q2: 3,759 shares; 2025Q3: 3,695 shares 3,695 $959K <0.01% -64 Timeline TECB 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: 25,011 shares; 2024Q4: 26,915 shares; 2025Q1: 11,770 shares; 2025Q2: 12,967 shares; 2025Q3: 15,876 shares 15,876 $958K <0.01% +2,909 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,429 shares; 2025Q1: 1,499 shares; 2025Q2: 1,622 shares; 2025Q3: 3,087 shares 3,087 $957K <0.01% +1,465 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,811 shares; 2024Q4: 146,328 shares; 2025Q1: 105,065 shares; 2025Q2: 78,504 shares; 2025Q3: 74,910 shares 74,910 $957K <0.01% -3,594 Timeline USHY 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: 30,948 shares; 2024Q4: 33,083 shares; 2025Q1: 31,263 shares; 2025Q2: 25,994 shares; 2025Q3: 25,308 shares 25,308 $956K <0.01% -686 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,452 shares; 2024Q4: 65,679 shares; 2025Q1: 75,396 shares; 2025Q2: 78,435 shares; 2025Q3: 80,966 shares 80,966 $955K <0.01% +2,531 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 28,023 shares; 2025Q1: 23,741 shares; 2025Q2: 12,606 shares; 2025Q3: 11,725 shares 11,725 $951K <0.01% -881 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 13,721 shares; 2025Q1: 11,245 shares; 2025Q2: 11,260 shares; 2025Q3: 10,864 shares 10,864 $948K <0.01% -396 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,111 shares; 2024Q4: 55,223 shares; 2025Q1: 57,029 shares; 2025Q2: 50,894 shares; 2025Q3: 47,143 shares 47,143 $948K <0.01% -3,751 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 19,481 shares; 2025Q1: 19,487 shares; 2025Q2: 20,590 shares; 2025Q3: 31,846 shares 31,846 $947K <0.01% +11,256 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,212 shares; 2025Q3: 18,693 shares 18,693 $946K <0.01% +14,481 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,715 shares; 2024Q4: 27,920 shares; 2025Q1: 15,693 shares; 2025Q2: 15,261 shares; 2025Q3: 13,270 shares 13,270 $942K <0.01% -1,991 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 8,403 shares; 2025Q1: 6,352 shares; 2025Q2: 6,499 shares; 2025Q3: 8,117 shares 8,117 $942K <0.01% +1,618 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 7,724 shares; 2025Q1: 8,055 shares; 2025Q2: 12,623 shares; 2025Q3: 12,953 shares 12,953 $941K <0.01% +330 Timeline ICF 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: 78,573 shares; 2024Q4: 13,545 shares; 2025Q1: 12,114 shares; 2025Q2: 15,120 shares; 2025Q3: 15,249 shares 15,249 $940K <0.01% +129 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,926 shares; 2024Q4: 105,256 shares; 2025Q1: 115,898 shares; 2025Q2: 151,876 shares; 2025Q3: 140,177 shares 140,177 $939K <0.01% -11,699 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,035 shares; 2024Q4: 45,919 shares; 2025Q1: 46,532 shares; 2025Q2: 46,093 shares; 2025Q3: 47,346 shares 47,346 $938K <0.01% +1,253 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,428 shares; 2024Q4: 29,260 shares; 2025Q1: 27,577 shares; 2025Q2: 28,962 shares; 2025Q3: 28,507 shares 28,507 $938K <0.01% -455 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,612 shares; 2024Q4: 51,624 shares; 2025Q1: 49,675 shares; 2025Q2: 47,092 shares; 2025Q3: 48,798 shares 48,798 $937K <0.01% +1,706 Timeline WTMF 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: 23,671 shares; 2024Q4: 24,048 shares; 2025Q1: 25,604 shares; 2025Q2: 25,336 shares; 2025Q3: 24,703 shares 24,703 $936K <0.01% -633 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,250 shares; 2024Q4: 129,750 shares; 2025Q1: 141,185 shares; 2025Q2: 150,408 shares; 2025Q3: 150,916 shares 150,916 $936K <0.01% +508 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,245 shares; 2025Q1: 9,025 shares; 2025Q2: 9,947 shares; 2025Q3: 9,906 shares 9,906 $934K <0.01% -41 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,714 shares; 2024Q4: 158,333 shares; 2025Q1: 61,003 shares; 2025Q2: 43,718 shares; 2025Q3: 42,732 shares 42,732 $928K <0.01% -986 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,192 shares; 2025Q2: 82,521 shares; 2025Q3: 82,295 shares 82,295 $925K <0.01% -226 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,114 shares; 2025Q1: 4,288 shares; 2025Q2: 6,333 shares; 2025Q3: 6,273 shares 6,273 $924K <0.01% -60 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,961 shares 36,961 $924K <0.01% new Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,092 shares; 2024Q4: 65,550 shares; 2025Q1: 65,901 shares; 2025Q2: 70,788 shares; 2025Q3: 70,788 shares 70,788 $923K <0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 18,432 shares; 2025Q1: 18,280 shares; 2025Q2: 18,283 shares; 2025Q3: 18,177 shares 18,177 $922K <0.01% -106 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,434 shares; 2024Q4: 16,256 shares; 2025Q1: 11,014 shares; 2025Q2: 14,762 shares; 2025Q3: 14,509 shares 14,509 $922K <0.01% -253 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,271 shares; 2024Q4: 36,973 shares; 2025Q1: 29,641 shares; 2025Q2: 29,467 shares; 2025Q3: 27,229 shares 27,229 $917K <0.01% -2,238 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 19,830 shares; 2025Q3: 32,276 shares 32,276 $916K <0.01% +12,446 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,781 shares; 2024Q4: 21,036 shares; 2025Q1: not reported; 2025Q2: 11,405 shares; 2025Q3: 39,918 shares 39,918 $916K <0.01% +28,513 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 5,453 shares; 2025Q1: 5,237 shares; 2025Q2: 5,154 shares; 2025Q3: 10,142 shares 10,142 $913K <0.01% +4,988 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,652 shares; 2024Q4: 61,356 shares; 2025Q1: 61,552 shares; 2025Q2: 53,392 shares; 2025Q3: 73,891 shares 73,891 $910K <0.01% +20,499 Timeline IBDV 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: 37,826 shares; 2024Q4: 39,007 shares; 2025Q1: 40,993 shares; 2025Q2: 41,009 shares; 2025Q3: 40,925 shares 40,925 $906K <0.01% -84 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 11,336 shares; 2025Q1: 7,573 shares; 2025Q2: 5,896 shares; 2025Q3: 8,002 shares 8,002 $906K <0.01% +2,106 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 7,739 shares; 2025Q1: 8,267 shares; 2025Q2: 9,834 shares; 2025Q3: 9,466 shares 9,466 $903K <0.01% -368 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,559 shares; 2024Q4: 17,549 shares; 2025Q1: 18,168 shares; 2025Q2: 18,169 shares; 2025Q3: 16,673 shares 16,673 $901K <0.01% -1,496 Timeline FNDE 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: not reported; 2024Q4: not reported; 2025Q1: 132,476 shares; 2025Q2: 19,301 shares; 2025Q3: 24,851 shares 24,851 $899K <0.01% +5,550 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 420 shares; 2025Q1: 557 shares; 2025Q2: 610 shares; 2025Q3: 470 shares 470 $898K <0.01% -140 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,893 shares; 2025Q1: 7,306 shares; 2025Q2: 7,456 shares; 2025Q3: 8,837 shares 8,837 $894K <0.01% +1,381 Timeline TOPT 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: not reported; 2025Q2: 13,902 shares; 2025Q3: 29,289 shares 29,289 $892K <0.01% +15,387 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 5,561 shares; 2025Q1: 5,779 shares; 2025Q2: 5,022 shares; 2025Q3: 4,655 shares 4,655 $889K <0.01% -367 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 37,804 shares; 2025Q1: 37,442 shares; 2025Q2: 21,646 shares; 2025Q3: 20,101 shares 20,101 $883K <0.01% -1,545 Timeline XIAEX VOYA ASIA PAC HIGH DIV EQT I More: the full row for VOYA ASIA PAC HIGH DIV EQT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,000 shares; 2024Q4: 159,000 shares; 2025Q1: 197,293 shares; 2025Q2: 203,910 shares; 2025Q3: 117,600 shares 117,600 $882K <0.01% -86,310 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 1,288 shares; 2025Q1: 3,062 shares; 2025Q2: 3,166 shares; 2025Q3: 3,413 shares 3,413 $882K <0.01% +247 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,962 shares; 2024Q4: 34,198 shares; 2025Q1: 24,297 shares; 2025Q2: 20,173 shares; 2025Q3: 21,493 shares 21,493 $881K <0.01% +1,320 Timeline LIT 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: 13,894 shares; 2024Q4: 12,411 shares; 2025Q1: 11,600 shares; 2025Q2: 10,901 shares; 2025Q3: 15,451 shares 15,451 $878K <0.01% +4,550 Timeline MXI 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: 4,211 shares; 2025Q2: 8,648 shares; 2025Q3: 9,493 shares 9,493 $878K <0.01% +845 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,170 shares; 2024Q4: 41,161 shares; 2025Q1: 42,909 shares; 2025Q2: 46,609 shares; 2025Q3: 42,448 shares 42,448 $877K <0.01% -4,161 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,972 shares; 2024Q4: 9,284 shares; 2025Q1: 8,832 shares; 2025Q2: 12,178 shares; 2025Q3: 12,097 shares 12,097 $875K <0.01% -81 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,895 shares; 2024Q4: 35,498 shares; 2025Q1: 20,923 shares; 2025Q2: 15,772 shares; 2025Q3: 15,152 shares 15,152 $874K <0.01% -620 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,594 shares; 2025Q1: 3,403 shares; 2025Q2: 3,607 shares; 2025Q3: 3,549 shares 3,549 $874K <0.01% -58 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 20,539 shares; 2025Q1: 20,570 shares; 2025Q2: 20,534 shares; 2025Q3: 20,547 shares 20,547 $873K <0.01% +13 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,947 shares 31,947 $872K <0.01% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 12,775 shares; 2025Q1: 12,442 shares; 2025Q2: 11,383 shares; 2025Q3: 12,089 shares 12,089 $870K <0.01% +706 Timeline EDGU 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: 31,061 shares 31,061 $868K <0.01% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 12,576 shares; 2025Q1: 12,579 shares; 2025Q2: 12,573 shares; 2025Q3: 12,548 shares 12,548 $867K <0.01% -25 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,688 shares; 2024Q4: 7,353 shares; 2025Q1: 5,138 shares; 2025Q2: 5,291 shares; 2025Q3: 5,498 shares 5,498 $866K <0.01% +207 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,135 shares; 2024Q4: 50,058 shares; 2025Q1: 46,032 shares; 2025Q2: 45,784 shares; 2025Q3: 23,985 shares 23,985 $865K <0.01% -21,799 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,048 shares 51,048 $864K <0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: 5,347 shares; 2025Q3: 5,767 shares 5,767 $863K <0.01% +420 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,105 shares; 2024Q4: 35,674 shares; 2025Q1: 37,671 shares; 2025Q2: 37,984 shares; 2025Q3: 43,409 shares 43,409 $861K <0.01% +5,425 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,713 shares; 2024Q4: 55,639 shares; 2025Q1: 56,306 shares; 2025Q2: 53,774 shares; 2025Q3: 53,628 shares 53,628 $860K <0.01% -146 Timeline 89BIO INC 89BIO INC More: the full row for 89BIO 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: 58,500 shares 58,500 $860K <0.01% new QARP 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: not reported; 2025Q2: not reported; 2025Q3: 15,058 shares 15,058 $859K <0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 10,709 shares; 2025Q1: 9,093 shares; 2025Q2: 12,247 shares; 2025Q3: 10,925 shares 10,925 $859K <0.01% -1,322 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 10,528 shares; 2025Q1: 10,584 shares; 2025Q2: 10,167 shares; 2025Q3: 14,411 shares 14,411 $857K <0.01% +4,244 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION 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: 95,219 shares 95,219 $856K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,347 shares; 2024Q4: 50,076 shares; 2025Q1: 54,769 shares; 2025Q2: 55,403 shares; 2025Q3: 52,670 shares 52,670 $855K <0.01% -2,733 Timeline FSMD 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: 6,016 shares; 2025Q1: 18,669 shares; 2025Q2: 15,778 shares; 2025Q3: 19,419 shares 19,419 $855K <0.01% +3,641 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,795 shares; 2024Q4: 34,297 shares; 2025Q1: 27,446 shares; 2025Q2: 24,245 shares; 2025Q3: 24,096 shares 24,096 $854K <0.01% -149 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: not reported; 2025Q1: 4,337 shares; 2025Q2: 7,417 shares; 2025Q3: 7,209 shares 7,209 $854K <0.01% -208 Timeline IBTM 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,973 shares; 2025Q2: 21,973 shares; 2025Q3: 36,842 shares 36,842 $852K <0.01% +14,869 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,309 shares; 2024Q4: 66,349 shares; 2025Q1: 51,708 shares; 2025Q2: 52,347 shares; 2025Q3: 53,371 shares 53,371 $851K <0.01% +1,024 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,700 shares; 2024Q4: 274,200 shares; 2025Q1: 286,200 shares; 2025Q2: 290,700 shares; 2025Q3: 314,850 shares 314,850 $844K <0.01% +24,150 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,264 shares; 2025Q1: 8,502 shares; 2025Q2: 9,494 shares; 2025Q3: 9,540 shares 9,540 $844K <0.01% +46 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,065 shares; 2024Q4: 14,895 shares; 2025Q1: 15,013 shares; 2025Q2: 14,895 shares; 2025Q3: 16,425 shares 16,425 $841K <0.01% +1,530 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,572 shares; 2024Q4: 94,596 shares; 2025Q1: 104,732 shares; 2025Q2: 114,821 shares; 2025Q3: 126,838 shares 126,838 $838K <0.01% +12,017 Timeline CGHM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,148 shares 33,148 $838K <0.01% new Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,329 shares 28,329 $837K <0.01% new Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,850 shares; 2024Q4: 45,495 shares; 2025Q1: 46,786 shares; 2025Q2: 48,188 shares; 2025Q3: 38,679 shares 38,679 $834K <0.01% -9,509 Timeline BKUI 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: not reported; 2025Q3: 16,655 shares 16,655 $832K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,591 shares; 2024Q4: 18,209 shares; 2025Q1: 18,137 shares; 2025Q2: 18,998 shares; 2025Q3: 18,125 shares 18,125 $830K <0.01% -873 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,442 shares; 2024Q4: 36,893 shares; 2025Q1: 37,238 shares; 2025Q2: 36,712 shares; 2025Q3: 38,375 shares 38,375 $830K <0.01% +1,663 Timeline NN NEXTNAV INC More: the full row for NEXTNAV 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: 21,825 shares; 2025Q3: 57,873 shares 57,873 $828K <0.01% +36,048 Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,060 shares; 2025Q3: 23,062 shares 23,062 $826K <0.01% -998 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,388 shares; 2024Q4: 23,859 shares; 2025Q1: 27,921 shares; 2025Q2: 32,899 shares; 2025Q3: 34,905 shares 34,905 $825K <0.01% +2,006 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 1,445 shares; 2025Q1: 2,951 shares; 2025Q2: 2,746 shares; 2025Q3: 4,070 shares 4,070 $821K <0.01% +1,324 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 8,383 shares; 2025Q1: 8,261 shares; 2025Q2: 8,188 shares; 2025Q3: 8,310 shares 8,310 $820K <0.01% +122 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 12,681 shares; 2025Q1: 12,681 shares; 2025Q2: 14,856 shares; 2025Q3: 18,106 shares 18,106 $819K <0.01% +3,250 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 6,446 shares; 2025Q1: 8,697 shares; 2025Q2: 8,498 shares; 2025Q3: 8,550 shares 8,550 $816K <0.01% +52 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 1,749 shares; 2025Q1: 4,388 shares; 2025Q2: 4,215 shares; 2025Q3: 4,987 shares 4,987 $815K <0.01% +772 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 30,376 shares; 2025Q1: 30,411 shares; 2025Q2: 32,574 shares; 2025Q3: 67,341 shares 67,341 $815K <0.01% +34,767 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,879 shares; 2024Q4: 13,626 shares; 2025Q1: 12,698 shares; 2025Q2: 11,761 shares; 2025Q3: 11,852 shares 11,852 $809K <0.01% +91 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 32,640 shares; 2025Q1: 30,002 shares; 2025Q2: 39,899 shares; 2025Q3: 40,200 shares 40,200 $807K <0.01% +301 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,567 shares; 2024Q4: 127,182 shares; 2025Q1: 74,426 shares; 2025Q2: 28,414 shares; 2025Q3: 27,448 shares 27,448 $807K <0.01% -966 Timeline EMX RTY CORP EMX RTY CORP More: the full row for EMX RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,382 shares; 2024Q4: 182,584 shares; 2025Q1: 156,852 shares; 2025Q2: 156,852 shares; 2025Q3: 156,402 shares 156,402 $805K <0.01% -450 TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 9,391 shares; 2025Q1: 8,420 shares; 2025Q2: 7,079 shares; 2025Q3: 7,846 shares 7,846 $805K <0.01% +767 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,759 shares; 2024Q4: 57,931 shares; 2025Q1: 54,765 shares; 2025Q2: 37,794 shares; 2025Q3: 37,864 shares 37,864 $805K <0.01% +70 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,158 shares; 2024Q4: 15,245 shares; 2025Q1: 8,290 shares; 2025Q2: 8,315 shares; 2025Q3: 8,091 shares 8,091 $804K <0.01% -224 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,595 shares; 2024Q4: 67,298 shares; 2025Q1: 88,014 shares; 2025Q2: 134,459 shares; 2025Q3: 140,684 shares 140,684 $803K <0.01% +6,225 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,474 shares; 2025Q1: 2,908 shares; 2025Q2: 3,126 shares; 2025Q3: 3,075 shares 3,075 $803K <0.01% -51 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,233 shares; 2024Q4: 26,613 shares; 2025Q1: 18,084 shares; 2025Q2: 26,144 shares; 2025Q3: 29,209 shares 29,209 $802K <0.01% +3,065 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,174 shares; 2025Q2: 17,936 shares; 2025Q3: 15,871 shares 15,871 $801K <0.01% -2,065 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,395 shares; 2024Q4: 5,763 shares; 2025Q1: 5,267 shares; 2025Q2: 5,349 shares; 2025Q3: 5,360 shares 5,360 $801K <0.01% +11 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 15,771 shares; 2025Q1: 17,628 shares; 2025Q2: 12,883 shares; 2025Q3: 13,002 shares 13,002 $801K <0.01% +119 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,588 shares 10,588 $801K <0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,067 shares; 2025Q1: 11,940 shares; 2025Q2: 11,811 shares; 2025Q3: 20,429 shares 20,429 $800K <0.01% +8,618 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 11,332 shares; 2025Q1: 14,318 shares; 2025Q2: 14,388 shares; 2025Q3: 15,732 shares 15,732 $799K <0.01% +1,344 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,492 shares; 2024Q4: 70,023 shares; 2025Q1: 77,519 shares; 2025Q2: 73,617 shares; 2025Q3: 68,811 shares 68,811 $798K <0.01% -4,806 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 11,715 shares; 2025Q1: 11,734 shares; 2025Q2: 9,090 shares; 2025Q3: 8,980 shares 8,980 $798K <0.01% -110 Timeline