GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,521 shares; 2024Q4: 31,538 shares; 2025Q1: 66,038 shares; 2025Q2: 103,948 shares; 2025Q3: 113,452 shares 113,452 $798K <0.01% +9,504 Timeline JIVE 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: 5,174 shares; 2025Q3: 10,573 shares 10,573 $797K <0.01% +5,399 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,653 shares; 2024Q4: 17,931 shares; 2025Q1: 12,651 shares; 2025Q2: 11,997 shares; 2025Q3: 11,806 shares 11,806 $797K <0.01% -191 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,767 shares; 2025Q3: 2,523 shares 2,523 $794K <0.01% +756 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 7,115 shares; 2025Q1: 6,533 shares; 2025Q2: 5,943 shares; 2025Q3: 6,298 shares 6,298 $794K <0.01% +355 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 7,061 shares 7,061 $793K <0.01% new Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,399 shares; 2024Q4: 34,158 shares; 2025Q1: 34,213 shares; 2025Q2: 34,213 shares; 2025Q3: 34,192 shares 34,192 $792K <0.01% -21 Timeline YLD 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: not reported; 2025Q1: 21,800 shares; 2025Q2: 24,800 shares; 2025Q3: 40,650 shares 40,650 $791K <0.01% +15,850 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 28,832 shares; 2025Q1: 9,869 shares; 2025Q2: 9,338 shares; 2025Q3: 7,068 shares 7,068 $790K <0.01% -2,270 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED 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: 14,931 shares 14,931 $790K <0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 6,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,663 shares 13,663 $786K <0.01% new Timeline JMOM 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: 5,501 shares; 2024Q4: 4,796 shares; 2025Q1: not reported; 2025Q2: 5,554 shares; 2025Q3: 11,569 shares 11,569 $786K <0.01% +6,015 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 2,886 shares; 2025Q1: 2,942 shares; 2025Q2: 5,451 shares; 2025Q3: 8,415 shares 8,415 $785K <0.01% +2,964 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,480 shares; 2024Q4: 25,275 shares; 2025Q1: 24,690 shares; 2025Q2: 14,156 shares; 2025Q3: 14,391 shares 14,391 $783K <0.01% +235 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 6,099 shares; 2025Q1: 6,211 shares; 2025Q2: 6,125 shares; 2025Q3: 6,135 shares 6,135 $782K <0.01% +10 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,804 shares; 2024Q4: 34,682 shares; 2025Q1: 52,130 shares; 2025Q2: 50,523 shares; 2025Q3: 42,329 shares 42,329 $781K <0.01% -8,194 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER 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: 9,558 shares; 2025Q3: 32,085 shares 32,085 $779K <0.01% +22,527 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 3,921 shares; 2025Q1: 3,989 shares; 2025Q2: 2,938 shares; 2025Q3: 4,782 shares 4,782 $778K <0.01% +1,844 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 2,759 shares; 2025Q1: 8,115 shares; 2025Q2: 6,585 shares; 2025Q3: 6,420 shares 6,420 $777K <0.01% -165 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,253 shares; 2024Q4: 31,346 shares; 2025Q1: 25,434 shares; 2025Q2: 25,026 shares; 2025Q3: 15,795 shares 15,795 $774K <0.01% -9,231 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,433 shares; 2024Q4: 43,024 shares; 2025Q1: 31,967 shares; 2025Q2: 32,042 shares; 2025Q3: 31,487 shares 31,487 $772K <0.01% -555 UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,069 shares; 2024Q4: 28,599 shares; 2025Q1: 30,821 shares; 2025Q2: 32,994 shares; 2025Q3: 9,904 shares 9,904 $770K <0.01% -23,090 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 10,577 shares; 2025Q1: 10,293 shares; 2025Q2: 10,455 shares; 2025Q3: 10,341 shares 10,341 $770K <0.01% -114 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,361 shares; 2024Q4: 15,673 shares; 2025Q1: 15,672 shares; 2025Q2: 14,956 shares; 2025Q3: 14,452 shares 14,452 $769K <0.01% -504 Timeline RLY 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: 29,535 shares; 2024Q4: 23,424 shares; 2025Q1: 20,854 shares; 2025Q2: 16,120 shares; 2025Q3: 24,878 shares 24,878 $768K <0.01% +8,758 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 8,717 shares; 2025Q1: 8,642 shares; 2025Q2: 8,126 shares; 2025Q3: 5,963 shares 5,963 $768K <0.01% -2,163 Timeline JXI 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: 9,821 shares; 2025Q3: 9,886 shares 9,886 $768K <0.01% +65 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,978 shares; 2024Q4: 15,445 shares; 2025Q1: 19,521 shares; 2025Q2: 20,162 shares; 2025Q3: 21,336 shares 21,336 $768K <0.01% +1,174 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,846 shares; 2024Q4: 17,707 shares; 2025Q1: 17,986 shares; 2025Q2: 17,543 shares; 2025Q3: 17,425 shares 17,425 $767K <0.01% -118 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,319 shares; 2024Q4: 44,463 shares; 2025Q1: 45,463 shares; 2025Q2: 44,212 shares; 2025Q3: 44,380 shares 44,380 $766K <0.01% +168 Timeline EWO 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: not reported; 2024Q4: not reported; 2025Q1: 24,000 shares; 2025Q2: 24,719 shares; 2025Q3: 24,719 shares 24,719 $766K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,725 shares; 2025Q1: 3,394 shares; 2025Q2: 3,543 shares; 2025Q3: 3,821 shares 3,821 $766K <0.01% +278 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,256 shares; 2024Q4: 26,450 shares; 2025Q1: 23,898 shares; 2025Q2: 19,923 shares; 2025Q3: 20,507 shares 20,507 $763K <0.01% +584 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,397 shares; 2024Q4: 17,372 shares; 2025Q1: 17,660 shares; 2025Q2: 16,461 shares; 2025Q3: 19,085 shares 19,085 $763K <0.01% +2,624 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,385 shares; 2024Q4: 31,669 shares; 2025Q1: 31,623 shares; 2025Q2: 28,923 shares; 2025Q3: 30,667 shares 30,667 $760K <0.01% +1,744 Timeline IBDW 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: 21,639 shares; 2024Q4: 37,489 shares; 2025Q1: 37,500 shares; 2025Q2: 35,801 shares; 2025Q3: 35,801 shares 35,801 $760K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,836 shares; 2025Q1: 5,261 shares; 2025Q2: 5,162 shares; 2025Q3: 5,095 shares 5,095 $759K <0.01% -67 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,080 shares; 2025Q1: 1,959 shares; 2025Q2: 3,069 shares; 2025Q3: 1,557 shares 1,557 $755K <0.01% -1,512 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 8,833 shares; 2025Q3: 15,743 shares 15,743 $754K <0.01% +6,910 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 39,103 shares; 2025Q1: 41,262 shares; 2025Q2: 57,994 shares; 2025Q3: 57,235 shares 57,235 $753K <0.01% -759 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,882 shares; 2024Q4: 10,901 shares; 2025Q1: 39,538 shares; 2025Q2: 41,311 shares; 2025Q3: 40,517 shares 40,517 $753K <0.01% -794 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,549 shares; 2024Q4: 20,900 shares; 2025Q1: 20,721 shares; 2025Q2: 18,742 shares; 2025Q3: 17,495 shares 17,495 $753K <0.01% -1,247 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,478 shares; 2024Q4: 8,642 shares; 2025Q1: 8,813 shares; 2025Q2: 10,436 shares; 2025Q3: 10,139 shares 10,139 $751K <0.01% -297 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,512 shares; 2025Q1: 2,872 shares; 2025Q2: 4,251 shares; 2025Q3: 4,518 shares 4,518 $751K <0.01% +267 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,148 shares; 2024Q4: 76,248 shares; 2025Q1: 78,248 shares; 2025Q2: 82,248 shares; 2025Q3: 82,248 shares 82,248 $750K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 12,010 shares; 2025Q1: 11,180 shares; 2025Q2: 13,723 shares; 2025Q3: 39,019 shares 39,019 $747K <0.01% +25,296 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,151 shares; 2024Q4: 29,039 shares; 2025Q1: 30,505 shares; 2025Q2: 14,247 shares; 2025Q3: 20,439 shares 20,439 $746K <0.01% +6,192 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,141 shares; 2025Q3: 7,542 shares 7,542 $746K <0.01% +3,401 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 5,444 shares; 2025Q1: 10,287 shares; 2025Q2: 11,380 shares; 2025Q3: 15,530 shares 15,530 $746K <0.01% +4,150 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,585 shares; 2024Q4: 18,094 shares; 2025Q1: 18,067 shares; 2025Q2: 16,559 shares; 2025Q3: 16,509 shares 16,509 $741K <0.01% -50 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 1,847 shares; 2025Q1: 1,867 shares; 2025Q2: 1,932 shares; 2025Q3: 3,582 shares 3,582 $741K <0.01% +1,650 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,859 shares; 2024Q4: 73,980 shares; 2025Q1: 71,255 shares; 2025Q2: 62,835 shares; 2025Q3: 58,889 shares 58,889 $740K <0.01% -3,946 Timeline VTWV 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: 6,568 shares; 2024Q4: 6,118 shares; 2025Q1: 5,709 shares; 2025Q2: 4,710 shares; 2025Q3: 4,744 shares 4,744 $739K <0.01% +34 Timeline HEGD 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: 17,418 shares; 2024Q4: 22,271 shares; 2025Q1: 27,463 shares; 2025Q2: 24,813 shares; 2025Q3: 29,588 shares 29,588 $737K <0.01% +4,775 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 16,649 shares; 2025Q1: 16,192 shares; 2025Q2: 16,023 shares; 2025Q3: 15,933 shares 15,933 $731K <0.01% -90 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,102 shares; 2024Q4: 40,086 shares; 2025Q1: 40,726 shares; 2025Q2: 37,361 shares; 2025Q3: 37,597 shares 37,597 $731K <0.01% +236 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 7,766 shares; 2025Q2: 14,156 shares; 2025Q3: 15,625 shares 15,625 $729K <0.01% +1,469 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,265 shares; 2025Q1: 24,451 shares; 2025Q2: 23,076 shares; 2025Q3: 21,113 shares 21,113 $727K <0.01% -1,963 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 10,204 shares; 2025Q1: 13,469 shares; 2025Q2: 14,144 shares; 2025Q3: 14,144 shares 14,144 $726K <0.01% 0 Timeline FYC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,521 shares; 2025Q3: 7,980 shares 7,980 $724K <0.01% -541 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,377 shares; 2025Q3: 30,130 shares 30,130 $723K <0.01% +15,753 Timeline IGRO 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: 5,234 shares; 2024Q4: 3,947 shares; 2025Q1: 8,645 shares; 2025Q2: 8,969 shares; 2025Q3: 9,053 shares 9,053 $721K <0.01% +84 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,723 shares; 2025Q1: not reported; 2025Q2: 6,345 shares; 2025Q3: 6,349 shares 6,349 $720K <0.01% +4 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,650 shares 14,650 $719K <0.01% new Timeline INCE 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: 12,053 shares; 2024Q4: 11,959 shares; 2025Q1: 12,045 shares; 2025Q2: 12,144 shares; 2025Q3: 12,110 shares 12,110 $718K <0.01% -34 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 14,059 shares; 2025Q1: 16,398 shares; 2025Q2: 17,597 shares; 2025Q3: 16,819 shares 16,819 $716K <0.01% -778 Timeline DFEM 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: 18,771 shares; 2024Q4: 18,883 shares; 2025Q1: 19,252 shares; 2025Q2: 19,176 shares; 2025Q3: 22,322 shares 22,322 $716K <0.01% +3,146 Timeline SDOG 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: 12,622 shares; 2024Q4: 9,060 shares; 2025Q1: 11,784 shares; 2025Q2: 12,153 shares; 2025Q3: 11,835 shares 11,835 $713K <0.01% -318 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 12,717 shares; 2025Q1: 12,594 shares; 2025Q2: 22,320 shares; 2025Q3: 31,937 shares 31,937 $712K <0.01% +9,617 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 9,361 shares; 2025Q1: 290,990 shares; 2025Q2: 17,266 shares; 2025Q3: 27,816 shares 27,816 $711K <0.01% +10,550 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 274 shares; 2025Q1: 466 shares; 2025Q2: 555 shares; 2025Q3: 555 shares 555 $710K <0.01% 0 EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,484 shares; 2025Q2: 13,933 shares; 2025Q3: 8,053 shares 8,053 $710K <0.01% -5,880 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 13,645 shares; 2025Q1: 13,251 shares; 2025Q2: 5,117 shares; 2025Q3: 5,270 shares 5,270 $709K <0.01% +153 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,257 shares; 2024Q4: 25,042 shares; 2025Q1: 25,049 shares; 2025Q2: 25,056 shares; 2025Q3: 25,063 shares 25,063 $709K <0.01% +7 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 7,768 shares; 2025Q1: 5,215 shares; 2025Q2: 4,924 shares; 2025Q3: 4,639 shares 4,639 $709K <0.01% -285 Timeline FIIG 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: 17,979 shares; 2024Q4: 23,735 shares; 2025Q1: 26,811 shares; 2025Q2: 29,237 shares; 2025Q3: 33,319 shares 33,319 $707K <0.01% +4,082 Timeline SPXE 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: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 9,793 shares 9,793 $707K <0.01% +2,143 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,862 shares; 2024Q4: 22,468 shares; 2025Q1: 22,321 shares; 2025Q2: 22,321 shares; 2025Q3: 22,321 shares 22,321 $707K <0.01% 0 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,746 shares; 2025Q3: 21,616 shares 21,616 $705K <0.01% -130 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,242 shares; 2024Q4: 19,565 shares; 2025Q1: 9,653 shares; 2025Q2: 12,531 shares; 2025Q3: 12,405 shares 12,405 $705K <0.01% -126 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,124 shares; 2024Q4: 79,552 shares; 2025Q1: 81,610 shares; 2025Q2: 80,710 shares; 2025Q3: 45,847 shares 45,847 $704K <0.01% -34,863 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 985 shares; 2025Q1: 1,012 shares; 2025Q2: 1,325 shares; 2025Q3: 1,329 shares 1,329 $703K <0.01% +4 Timeline CAOS 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: not reported; 2025Q3: 7,848 shares 7,848 $703K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,632 shares; 2024Q4: 89,339 shares; 2025Q1: 71,436 shares; 2025Q2: 67,983 shares; 2025Q3: 67,022 shares 67,022 $702K <0.01% -961 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 4,962 shares; 2025Q1: 4,840 shares; 2025Q2: 2,924 shares; 2025Q3: 2,859 shares 2,859 $702K <0.01% -65 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,933 shares; 2024Q4: 73,717 shares; 2025Q1: 70,968 shares; 2025Q2: 71,258 shares; 2025Q3: 69,303 shares 69,303 $701K <0.01% -1,955 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,648 shares; 2024Q4: 165,995 shares; 2025Q1: 156,526 shares; 2025Q2: 132,267 shares; 2025Q3: 146,376 shares 146,376 $701K <0.01% +14,109 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC 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: 38,524 shares; 2025Q3: 51,252 shares 51,252 $701K <0.01% +12,728 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL 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: 6,407 shares; 2025Q3: 6,727 shares 6,727 $701K <0.01% +320 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 523 shares; 2025Q1: 508 shares; 2025Q2: 584 shares; 2025Q3: 468 shares 468 $700K <0.01% -116 Timeline WTPI 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: 13,779 shares; 2024Q4: 16,104 shares; 2025Q1: 18,801 shares; 2025Q2: 20,657 shares; 2025Q3: 20,886 shares 20,886 $695K <0.01% +229 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,630 shares; 2025Q1: 1,493 shares; 2025Q2: 1,384 shares; 2025Q3: 1,101 shares 1,101 $694K <0.01% -283 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,096 shares; 2024Q4: 20,895 shares; 2025Q1: 14,577 shares; 2025Q2: 14,387 shares; 2025Q3: 14,242 shares 14,242 $694K <0.01% -145 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,968 shares; 2024Q4: 30,323 shares; 2025Q1: 35,552 shares; 2025Q2: 36,443 shares; 2025Q3: 37,193 shares 37,193 $693K <0.01% +750 Timeline GCC 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: 227,304 shares; 2024Q4: 372,241 shares; 2025Q1: 536,526 shares; 2025Q2: 32,331 shares; 2025Q3: 32,177 shares 32,177 $688K <0.01% -154 Timeline FIDU 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: not reported; 2025Q3: 8,390 shares 8,390 $687K <0.01% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,152 shares; 2024Q4: 20,957 shares; 2025Q1: 23,021 shares; 2025Q2: 33,213 shares; 2025Q3: 37,833 shares 37,833 $687K <0.01% +4,620 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 6,801 shares 6,801 $686K <0.01% new Timeline MTGP 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: 127,111 shares; 2024Q4: 130,936 shares; 2025Q1: 28,817 shares; 2025Q2: 16,333 shares; 2025Q3: 15,370 shares 15,370 $685K <0.01% -963 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,070 shares; 2024Q4: 22,791 shares; 2025Q1: 20,479 shares; 2025Q2: 36,179 shares; 2025Q3: 35,757 shares 35,757 $684K <0.01% -422 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,543 shares; 2025Q1: 4,543 shares; 2025Q2: 4,810 shares; 2025Q3: 4,731 shares 4,731 $681K <0.01% -79 Timeline UTES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,164 shares 8,164 $681K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,872 shares; 2024Q4: 38,340 shares; 2025Q1: 51,749 shares; 2025Q2: 30,013 shares; 2025Q3: 27,618 shares 27,618 $679K <0.01% -2,395 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,702 shares; 2024Q4: 11,927 shares; 2025Q1: 12,653 shares; 2025Q2: 12,549 shares; 2025Q3: 11,913 shares 11,913 $678K <0.01% -636 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,373 shares; 2024Q4: 12,593 shares; 2025Q1: 8,682 shares; 2025Q2: 12,899 shares; 2025Q3: 12,972 shares 12,972 $677K <0.01% +73 Timeline SUSL 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: 8,203 shares; 2024Q4: 8,704 shares; 2025Q1: 5,646 shares; 2025Q2: 5,848 shares; 2025Q3: 5,767 shares 5,767 $675K <0.01% -81 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 8,731 shares; 2025Q1: 8,494 shares; 2025Q2: 8,426 shares; 2025Q3: 8,168 shares 8,168 $675K <0.01% -258 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,372 shares; 2024Q4: 79,274 shares; 2025Q1: 70,243 shares; 2025Q2: 60,931 shares; 2025Q3: 66,299 shares 66,299 $674K <0.01% +5,368 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 5,423 shares; 2025Q1: 5,926 shares; 2025Q2: 12,023 shares; 2025Q3: 17,154 shares 17,154 $674K <0.01% +5,131 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY 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: 17,355 shares 17,355 $669K <0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,783 shares; 2024Q4: 43,296 shares; 2025Q1: 38,391 shares; 2025Q2: 39,276 shares; 2025Q3: 38,236 shares 38,236 $669K <0.01% -1,040 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 19,261 shares; 2025Q1: 24,390 shares; 2025Q2: 25,079 shares; 2025Q3: 25,632 shares 25,632 $668K <0.01% +553 Timeline DEM 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: 14,276 shares; 2024Q4: 10,813 shares; 2025Q1: 11,288 shares; 2025Q2: 11,223 shares; 2025Q3: 14,520 shares 14,520 $668K <0.01% +3,297 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,478 shares; 2024Q4: 14,149 shares; 2025Q1: 14,441 shares; 2025Q2: 12,942 shares; 2025Q3: 8,958 shares 8,958 $666K <0.01% -3,984 Timeline RSPM 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: 22,575 shares; 2024Q4: 27,306 shares; 2025Q1: 27,440 shares; 2025Q2: 18,807 shares; 2025Q3: 20,311 shares 20,311 $665K <0.01% +1,504 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 10,032 shares; 2025Q1: 14,474 shares; 2025Q2: 12,535 shares; 2025Q3: 13,520 shares 13,520 $663K <0.01% +985 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 5,639 shares; 2025Q3: 3,599 shares 3,599 $663K <0.01% -2,040 Timeline OSEA 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: not reported; 2025Q1: not reported; 2025Q2: 21,407 shares; 2025Q3: 22,397 shares 22,397 $662K <0.01% +990 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 10,469 shares; 2025Q1: 9,570 shares; 2025Q2: 14,098 shares; 2025Q3: 13,862 shares 13,862 $662K <0.01% -236 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,977 shares; 2025Q1: 43,977 shares; 2025Q2: 43,977 shares; 2025Q3: 44,145 shares 44,145 $660K <0.01% +168 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,539 shares; 2024Q4: 10,890 shares; 2025Q1: 9,278 shares; 2025Q2: 7,490 shares; 2025Q3: 7,346 shares 7,346 $658K <0.01% -144 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,656 shares; 2024Q4: 34,848 shares; 2025Q1: 35,552 shares; 2025Q2: 35,234 shares; 2025Q3: 35,300 shares 35,300 $658K <0.01% +66 Timeline RWO 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: 16,206 shares; 2024Q4: 16,438 shares; 2025Q1: 16,424 shares; 2025Q2: 15,084 shares; 2025Q3: 14,351 shares 14,351 $657K <0.01% -733 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,246 shares; 2025Q1: 15,767 shares; 2025Q2: 12,528 shares; 2025Q3: 9,743 shares 9,743 $657K <0.01% -2,785 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 10,111 shares; 2025Q1: 7,395 shares; 2025Q2: 7,457 shares; 2025Q3: 9,324 shares 9,324 $656K <0.01% +1,867 Timeline HARD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,004 shares; 2025Q2: 28,175 shares; 2025Q3: 21,642 shares 21,642 $653K <0.01% -6,533 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 9,901 shares; 2025Q1: 9,677 shares; 2025Q2: 9,597 shares; 2025Q3: 9,081 shares 9,081 $651K <0.01% -516 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,534 shares; 2025Q1: 8,563 shares; 2025Q2: 9,248 shares; 2025Q3: 8,572 shares 8,572 $649K <0.01% -676 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 2,744 shares; 2025Q1: 2,588 shares; 2025Q2: 4,260 shares; 2025Q3: 4,713 shares 4,713 $649K <0.01% +453 Timeline ITM 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: 15,901 shares; 2024Q4: 15,884 shares; 2025Q1: 15,951 shares; 2025Q2: 14,223 shares; 2025Q3: 13,890 shares 13,890 $647K <0.01% -333 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,099 shares; 2024Q4: 22,380 shares; 2025Q1: 15,440 shares; 2025Q2: 14,960 shares; 2025Q3: 17,004 shares 17,004 $647K <0.01% +2,044 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 35,050 shares; 2025Q3: 35,284 shares 35,284 $646K <0.01% +234 Timeline GCOR 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: 20,067 shares; 2024Q4: 19,845 shares; 2025Q1: 10,804 shares; 2025Q2: 15,075 shares; 2025Q3: 15,462 shares 15,462 $646K <0.01% +387 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,805 shares; 2024Q4: 6,487 shares; 2025Q1: 6,096 shares; 2025Q2: 6,050 shares; 2025Q3: 9,358 shares 9,358 $646K <0.01% +3,308 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 9,879 shares; 2025Q1: 10,888 shares; 2025Q2: 15,434 shares; 2025Q3: 14,215 shares 14,215 $641K <0.01% -1,219 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 12,408 shares; 2025Q1: 11,756 shares; 2025Q2: 11,483 shares; 2025Q3: 10,712 shares 10,712 $640K <0.01% -771 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & 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: 21,423 shares; 2025Q1: 30,391 shares; 2025Q2: 36,368 shares; 2025Q3: 37,406 shares 37,406 $637K <0.01% +1,038 Timeline FYX 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: 7,456 shares; 2024Q4: 6,967 shares; 2025Q1: 5,914 shares; 2025Q2: 5,646 shares; 2025Q3: 5,825 shares 5,825 $635K <0.01% +179 Timeline STOT 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: 20,259 shares; 2024Q4: 20,479 shares; 2025Q1: 14,062 shares; 2025Q2: 13,291 shares; 2025Q3: 13,395 shares 13,395 $635K <0.01% +104 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 2,651 shares; 2025Q1: 2,737 shares; 2025Q2: 2,704 shares; 2025Q3: 6,076 shares 6,076 $634K <0.01% +3,372 Timeline BAPRA BOEING CO More: the full row for BOEING CO 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: 8,937 shares; 2025Q3: 9,098 shares 9,098 $633K <0.01% +161 Timeline FYT 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: 78,702 shares; 2024Q4: 75,180 shares; 2025Q1: 19,560 shares; 2025Q2: 11,557 shares; 2025Q3: 11,318 shares 11,318 $633K <0.01% -239 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 10,964 shares; 2025Q1: 10,964 shares; 2025Q2: 11,667 shares; 2025Q3: 11,667 shares 11,667 $631K <0.01% 0 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 26,241 shares; 2025Q2: not reported; 2025Q3: 23,525 shares 23,525 $631K <0.01% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 3,925 shares; 2025Q1: 3,487 shares; 2025Q2: 4,362 shares; 2025Q3: 4,057 shares 4,057 $630K <0.01% -305 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: not reported; 2025Q1: 8,153 shares; 2025Q2: 8,037 shares; 2025Q3: 10,957 shares 10,957 $630K <0.01% +2,920 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,886 shares; 2025Q1: 7,916 shares; 2025Q2: 7,632 shares; 2025Q3: 7,451 shares 7,451 $629K <0.01% -181 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,368 shares 32,368 $627K <0.01% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,260 shares; 2025Q1: 4,255 shares; 2025Q2: 4,244 shares; 2025Q3: 4,246 shares 4,246 $626K <0.01% +2 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 5,897 shares; 2025Q1: 4,556 shares; 2025Q2: 4,238 shares; 2025Q3: 4,467 shares 4,467 $626K <0.01% +229 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,869 shares; 2024Q4: 57,113 shares; 2025Q1: 42,210 shares; 2025Q2: 43,065 shares; 2025Q3: 44,218 shares 44,218 $626K <0.01% +1,153 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 1,388 shares; 2025Q1: 1,449 shares; 2025Q2: 1,463 shares; 2025Q3: 2,808 shares 2,808 $624K <0.01% +1,345 Timeline IAK 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: 42,402 shares; 2024Q4: 41,307 shares; 2025Q1: 26,252 shares; 2025Q2: 4,461 shares; 2025Q3: 4,654 shares 4,654 $624K <0.01% +193 Timeline IBDX 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: 17,265 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 24,329 shares; 2025Q3: 24,329 shares 24,329 $623K <0.01% 0 Timeline JVAL 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: 13,197 shares; 2024Q4: 13,158 shares; 2025Q1: 12,510 shares; 2025Q2: 12,659 shares; 2025Q3: 13,092 shares 13,092 $622K <0.01% +433 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,561 shares; 2024Q4: 16,744 shares; 2025Q1: 17,394 shares; 2025Q2: 38,215 shares; 2025Q3: 36,581 shares 36,581 $622K <0.01% -1,634 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 6,203 shares; 2025Q1: 4,881 shares; 2025Q2: 5,113 shares; 2025Q3: 5,491 shares 5,491 $621K <0.01% +378 Timeline SHYD 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: 25,521 shares; 2024Q4: 24,181 shares; 2025Q1: 32,437 shares; 2025Q2: 26,573 shares; 2025Q3: 27,070 shares 27,070 $620K <0.01% +497 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,085 shares; 2024Q4: 8,039 shares; 2025Q1: 10,064 shares; 2025Q2: 9,209 shares; 2025Q3: 9,361 shares 9,361 $620K <0.01% +152 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 20,819 shares; 2025Q1: 20,258 shares; 2025Q2: 32,614 shares; 2025Q3: 32,953 shares 32,953 $619K <0.01% +339 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,324 shares; 2024Q4: 13,464 shares; 2025Q1: 12,724 shares; 2025Q2: 11,209 shares; 2025Q3: 12,656 shares 12,656 $619K <0.01% +1,447 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP 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: 12,537 shares; 2025Q3: 13,537 shares 13,537 $616K <0.01% +1,000 Timeline BUFB 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: 15,459 shares; 2024Q4: 16,369 shares; 2025Q1: 15,225 shares; 2025Q2: 17,093 shares; 2025Q3: 17,238 shares 17,238 $616K <0.01% +145 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,448 shares; 2024Q4: 9,480 shares; 2025Q1: 9,480 shares; 2025Q2: 11,472 shares; 2025Q3: 9,773 shares 9,773 $616K <0.01% -1,699 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,863 shares 1,863 $613K <0.01% -30 Timeline RAAX 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: 17,603 shares; 2025Q3: 17,735 shares 17,735 $611K <0.01% +132 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,607 shares; 2024Q4: 13,105 shares; 2025Q1: 13,186 shares; 2025Q2: 13,578 shares; 2025Q3: 13,741 shares 13,741 $611K <0.01% +163 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,121 shares; 2024Q4: 21,653 shares; 2025Q1: 21,642 shares; 2025Q2: 11,175 shares; 2025Q3: 11,241 shares 11,241 $610K <0.01% +66 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,508 shares; 2024Q4: 49,945 shares; 2025Q1: 47,667 shares; 2025Q2: 49,731 shares; 2025Q3: 48,469 shares 48,469 $608K <0.01% -1,262 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,088 shares; 2024Q4: 57,156 shares; 2025Q1: 53,749 shares; 2025Q2: 48,696 shares; 2025Q3: 46,574 shares 46,574 $608K <0.01% -2,122 Timeline KLIP KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,784 shares; 2025Q3: 18,412 shares 18,412 $606K <0.01% +11,628 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,697 shares; 2024Q4: 74,195 shares; 2025Q1: 72,522 shares; 2025Q2: 53,353 shares; 2025Q3: 45,263 shares 45,263 $606K <0.01% -8,090 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,226 shares; 2025Q3: 7,402 shares 7,402 $603K <0.01% +176 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 10,292 shares; 2025Q1: 10,267 shares; 2025Q2: 10,289 shares; 2025Q3: 10,280 shares 10,280 $602K <0.01% -9 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,127 shares; 2024Q4: 31,918 shares; 2025Q1: 32,782 shares; 2025Q2: 36,986 shares; 2025Q3: 36,969 shares 36,969 $602K <0.01% -17 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,005 shares; 2025Q1: 3,633 shares; 2025Q2: 3,486 shares; 2025Q3: 3,762 shares 3,762 $602K <0.01% +276 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 14,471 shares; 2025Q1: 14,277 shares; 2025Q2: 13,823 shares; 2025Q3: 12,984 shares 12,984 $601K <0.01% -839 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 28,053 shares; 2025Q1: 30,968 shares; 2025Q2: 32,942 shares; 2025Q3: 26,299 shares 26,299 $599K <0.01% -6,643 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,443 shares; 2024Q4: 96,964 shares; 2025Q1: 103,859 shares; 2025Q2: 107,429 shares; 2025Q3: 113,011 shares 113,011 $599K <0.01% +5,582 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,785 shares 17,785 $598K <0.01% new Timeline MLN 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: 32,492 shares; 2024Q4: 32,886 shares; 2025Q1: 33,076 shares; 2025Q2: 33,401 shares; 2025Q3: 34,057 shares 34,057 $595K <0.01% +656 Timeline VCLT 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: 13,488 shares; 2024Q4: 8,964 shares; 2025Q1: 8,370 shares; 2025Q2: 7,742 shares; 2025Q3: 7,659 shares 7,659 $595K <0.01% -83 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,165 shares; 2025Q1: 2,228 shares; 2025Q2: 2,324 shares; 2025Q3: 2,738 shares 2,738 $595K <0.01% +414 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 4,482 shares 4,482 $594K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,350 shares; 2025Q1: 1,683 shares; 2025Q2: 1,250 shares; 2025Q3: 1,269 shares 1,269 $594K <0.01% +19 Timeline IYK 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: 21,239 shares; 2024Q4: 21,858 shares; 2025Q1: 26,472 shares; 2025Q2: 24,857 shares; 2025Q3: 8,642 shares 8,642 $591K <0.01% -16,215 Timeline MLPX 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: 7,590 shares; 2024Q4: 7,894 shares; 2025Q1: 8,293 shares; 2025Q2: 8,701 shares; 2025Q3: 9,413 shares 9,413 $590K <0.01% +712 Timeline CQQQ 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: 11,273 shares; 2024Q4: 10,750 shares; 2025Q1: 12,129 shares; 2025Q2: 10,223 shares; 2025Q3: 9,999 shares 9,999 $590K <0.01% -224 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,237 shares; 2024Q4: 21,599 shares; 2025Q1: 11,896 shares; 2025Q2: 12,929 shares; 2025Q3: 12,936 shares 12,936 $588K <0.01% +7 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 8,199 shares; 2025Q1: 7,827 shares; 2025Q2: 6,889 shares; 2025Q3: 3,260 shares 3,260 $584K <0.01% -3,629 Timeline HYS 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: 5,476 shares; 2024Q4: 2,578 shares; 2025Q1: 2,342 shares; 2025Q2: 6,076 shares; 2025Q3: 6,091 shares 6,091 $583K <0.01% +15 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 9,349 shares; 2025Q1: 5,557 shares; 2025Q2: 11,476 shares; 2025Q3: 7,969 shares 7,969 $582K <0.01% -3,507 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,277 shares; 2025Q1: 5,939 shares; 2025Q2: 6,043 shares; 2025Q3: 5,740 shares 5,740 $580K <0.01% -303 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 3,900 shares; 2025Q1: 3,306 shares; 2025Q2: 3,490 shares; 2025Q3: 3,313 shares 3,313 $580K <0.01% -177 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,169 shares 9,169 $578K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,358 shares; 2024Q4: 24,136 shares; 2025Q1: 26,192 shares; 2025Q2: 15,079 shares; 2025Q3: 23,469 shares 23,469 $578K <0.01% +8,390 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,289 shares; 2024Q4: 202,433 shares; 2025Q1: 210,431 shares; 2025Q2: 158,573 shares; 2025Q3: 15,534 shares 15,534 $578K <0.01% -143,039 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,414 shares; 2025Q1: 14,414 shares; 2025Q2: 13,643 shares; 2025Q3: 13,167 shares 13,167 $578K <0.01% -476 Timeline DFSB 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: 10,465 shares; 2024Q4: 10,246 shares; 2025Q1: 10,387 shares; 2025Q2: 10,752 shares; 2025Q3: 10,847 shares 10,847 $578K <0.01% +95 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,136 shares; 2025Q1: 3,244 shares; 2025Q2: 3,078 shares; 2025Q3: 3,006 shares 3,006 $578K <0.01% -72 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,422 shares; 2024Q4: 27,095 shares; 2025Q1: 20,891 shares; 2025Q2: 17,548 shares; 2025Q3: 18,101 shares 18,101 $578K <0.01% +553 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,476 shares; 2025Q1: 3,515 shares; 2025Q2: 3,768 shares; 2025Q3: 3,622 shares 3,622 $577K <0.01% -146 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,173 shares; 2024Q4: 167,148 shares; 2025Q1: 338,597 shares; 2025Q2: 347,488 shares; 2025Q3: 418,877 shares 418,877 $574K <0.01% +71,389 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,045 shares; 2024Q4: 24,513 shares; 2025Q1: 23,469 shares; 2025Q2: 19,225 shares; 2025Q3: 12,879 shares 12,879 $574K <0.01% -6,346 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,786 shares; 2025Q3: 4,678 shares 4,678 $574K <0.01% +2,892 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 95,530 shares; 2025Q1: 96,569 shares; 2025Q2: 6,633 shares; 2025Q3: 9,937 shares 9,937 $571K <0.01% +3,304 Timeline PTMC 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: 17,030 shares; 2024Q4: 16,010 shares; 2025Q1: 16,463 shares; 2025Q2: 16,335 shares; 2025Q3: 15,872 shares 15,872 $568K <0.01% -463 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,244 shares; 2024Q4: 10,768 shares; 2025Q1: 9,563 shares; 2025Q2: 11,727 shares; 2025Q3: 12,159 shares 12,159 $568K <0.01% +432 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 21,328 shares 21,328 $566K <0.01% new Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,762 shares; 2024Q4: 18,525 shares; 2025Q1: 27,019 shares; 2025Q2: 35,060 shares; 2025Q3: 41,603 shares 41,603 $565K <0.01% +6,543 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,493 shares; 2024Q4: 10,260 shares; 2025Q1: 9,514 shares; 2025Q2: 9,412 shares; 2025Q3: 6,091 shares 6,091 $564K <0.01% -3,321 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,033 shares; 2025Q1: 3,452 shares; 2025Q2: 2,365 shares; 2025Q3: 2,242 shares 2,242 $564K <0.01% -123 Timeline BSJS 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: 20,406 shares; 2025Q2: 21,742 shares; 2025Q3: 25,526 shares 25,526 $564K <0.01% +3,784 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,442 shares; 2024Q4: 20,486 shares; 2025Q1: 20,171 shares; 2025Q2: 11,031 shares; 2025Q3: 11,573 shares 11,573 $563K <0.01% +542 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,385 shares; 2024Q4: 86,960 shares; 2025Q1: 67,686 shares; 2025Q2: 46,521 shares; 2025Q3: 23,602 shares 23,602 $562K <0.01% -22,919 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 10,974 shares; 2025Q1: 4,344 shares; 2025Q2: 4,904 shares; 2025Q3: 4,683 shares 4,683 $562K <0.01% -221 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,855 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares 2,856 $560K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,513 shares; 2024Q4: 36,774 shares; 2025Q1: 23,755 shares; 2025Q2: 25,157 shares; 2025Q3: 34,569 shares 34,569 $558K <0.01% +9,412 Timeline ESPO 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: 3,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 4,587 shares 4,587 $556K <0.01% +1,385 Timeline FXG 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: 7,957 shares; 2024Q4: 7,844 shares; 2025Q1: 8,568 shares; 2025Q2: 8,929 shares; 2025Q3: 8,872 shares 8,872 $556K <0.01% -57 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,866 shares; 2025Q2: 9,856 shares; 2025Q3: 12,886 shares 12,886 $555K <0.01% +3,030 Timeline JPIN 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: 8,293 shares; 2025Q3: 8,321 shares 8,321 $554K <0.01% +28 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: 1,863 shares 1,863 $554K <0.01% -150 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,243 shares; 2024Q4: 22,453 shares; 2025Q1: 21,060 shares; 2025Q2: 21,020 shares; 2025Q3: 19,934 shares 19,934 $554K <0.01% -1,086 Timeline PCEF 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: 27,195 shares; 2024Q4: 25,949 shares; 2025Q1: 26,248 shares; 2025Q2: 25,818 shares; 2025Q3: 27,712 shares 27,712 $553K <0.01% +1,894 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,566 shares; 2024Q4: 25,069 shares; 2025Q1: 20,397 shares; 2025Q2: 19,348 shares; 2025Q3: 20,409 shares 20,409 $553K <0.01% +1,061 Timeline LRGC 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: 9,331 shares; 2025Q2: 7,986 shares; 2025Q3: 7,174 shares 7,174 $552K <0.01% -812 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 3,964 shares; 2025Q1: 3,689 shares; 2025Q2: 3,229 shares; 2025Q3: 3,321 shares 3,321 $549K <0.01% +92 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 5,781 shares; 2025Q1: 5,783 shares; 2025Q2: 5,308 shares; 2025Q3: 8,752 shares 8,752 $549K <0.01% +3,444 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,368 shares; 2025Q1: 3,201 shares; 2025Q2: 10,587 shares; 2025Q3: 5,655 shares 5,655 $549K <0.01% -4,932 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,996 shares; 2025Q1: 8,550 shares; 2025Q2: 8,381 shares; 2025Q3: 8,543 shares 8,543 $548K <0.01% +162 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP 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: 1,676 shares; 2025Q3: 3,413 shares 3,413 $548K <0.01% +1,737 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,763 shares; 2024Q4: 44,869 shares; 2025Q1: 46,939 shares; 2025Q2: 12,291 shares; 2025Q3: 14,266 shares 14,266 $545K <0.01% +1,975 Timeline EDGF 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: 21,924 shares 21,924 $545K <0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,114 shares; 2024Q4: 21,253 shares; 2025Q1: 23,239 shares; 2025Q2: 21,478 shares; 2025Q3: 23,238 shares 23,238 $544K <0.01% +1,760 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,877 shares; 2024Q4: 27,802 shares; 2025Q1: 28,018 shares; 2025Q2: 25,405 shares; 2025Q3: 25,796 shares 25,796 $543K <0.01% +391 Timeline XSD 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: 1,958 shares; 2024Q4: 1,777 shares; 2025Q1: 1,611 shares; 2025Q2: 1,576 shares; 2025Q3: 1,700 shares 1,700 $543K <0.01% +124 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 11,138 shares; 2025Q1: 9,685 shares; 2025Q2: 11,730 shares; 2025Q3: 11,561 shares 11,561 $539K <0.01% -169 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,123 shares; 2025Q1: 3,103 shares; 2025Q2: 3,104 shares; 2025Q3: 3,098 shares 3,098 $539K <0.01% -6 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,670 shares; 2024Q4: 93,222 shares; 2025Q1: 93,790 shares; 2025Q2: 84,854 shares; 2025Q3: 84,464 shares 84,464 $538K <0.01% -390 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 4,462 shares; 2025Q1: 5,063 shares; 2025Q2: 9,550 shares; 2025Q3: 9,644 shares 9,644 $538K <0.01% +94 Timeline NULC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 6,075 shares; 2025Q1: 6,179 shares; 2025Q2: 10,892 shares; 2025Q3: 10,292 shares 10,292 $536K <0.01% -600 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC 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: 3,175 shares 3,175 $535K <0.01% new Timeline RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,995 shares; 2025Q3: 10,471 shares 10,471 $535K <0.01% +4,476 Timeline BSMR 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: 14,322 shares; 2024Q4: 9,400 shares; 2025Q1: 12,152 shares; 2025Q2: 17,867 shares; 2025Q3: 22,590 shares 22,590 $534K <0.01% +4,723 Timeline SVAL 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: 12,294 shares; 2025Q1: 12,787 shares; 2025Q2: 12,756 shares; 2025Q3: 15,901 shares 15,901 $533K <0.01% +3,145 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,700 shares; 2024Q4: 65,190 shares; 2025Q1: 64,873 shares; 2025Q2: 18,136 shares; 2025Q3: 17,275 shares 17,275 $533K <0.01% -861 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,625 shares; 2025Q1: 17,525 shares; 2025Q2: 26,575 shares; 2025Q3: 38,850 shares 38,850 $531K <0.01% +12,275 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 9,311 shares; 2025Q2: 13,604 shares; 2025Q3: 13,543 shares 13,543 $530K <0.01% -61 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,482 shares; 2025Q2: 9,172 shares; 2025Q3: 8,721 shares 8,721 $528K <0.01% -451 Timeline EDOW 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: 8,515 shares; 2024Q4: 9,388 shares; 2025Q1: 9,766 shares; 2025Q2: 10,628 shares; 2025Q3: 13,207 shares 13,207 $527K <0.01% +2,579 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,939 shares; 2024Q4: 11,279 shares; 2025Q1: 11,193 shares; 2025Q2: 11,128 shares; 2025Q3: 20,659 shares 20,659 $527K <0.01% +9,531 Timeline IDHQ 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: 11,317 shares; 2024Q4: 12,968 shares; 2025Q1: 13,632 shares; 2025Q2: 14,988 shares; 2025Q3: 15,636 shares 15,636 $526K <0.01% +648 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 11,243 shares 11,243 $525K <0.01% new Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,002 shares; 2024Q4: 130,646 shares; 2025Q1: 131,386 shares; 2025Q2: 128,049 shares; 2025Q3: 131,826 shares 131,826 $523K <0.01% +3,777 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,391 shares; 2024Q4: 8,110 shares; 2025Q1: 7,874 shares; 2025Q2: 7,726 shares; 2025Q3: 7,529 shares 7,529 $522K <0.01% -197 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 3,370 shares 3,370 $521K <0.01% +1,520 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,267 shares; 2024Q4: 32,024 shares; 2025Q1: 32,024 shares; 2025Q2: 34,324 shares; 2025Q3: 49,164 shares 49,164 $521K <0.01% +14,840 Timeline IQDG 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: 42,858 shares; 2024Q4: 16,352 shares; 2025Q1: 14,993 shares; 2025Q2: 14,349 shares; 2025Q3: 13,004 shares 13,004 $519K <0.01% -1,345 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 30,008 shares; 2025Q1: 38,551 shares; 2025Q2: 41,246 shares; 2025Q3: 79,409 shares 79,409 $518K <0.01% +38,163 Timeline FVAL 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: 7,284 shares; 2024Q4: 7,304 shares; 2025Q1: 7,304 shares; 2025Q2: 8,104 shares; 2025Q3: 7,516 shares 7,516 $518K <0.01% -588 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,105 shares; 2025Q2: 6,793 shares; 2025Q3: 9,353 shares 9,353 $516K <0.01% +2,560 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,954 shares; 2024Q4: 15,921 shares; 2025Q1: 17,507 shares; 2025Q2: 19,684 shares; 2025Q3: 20,392 shares 20,392 $516K <0.01% +708 Timeline DFSI 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: 14,907 shares; 2024Q4: 12,165 shares; 2025Q1: 12,317 shares; 2025Q2: 12,536 shares; 2025Q3: 12,587 shares 12,587 $515K <0.01% +51 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,400 shares 3,400 $513K <0.01% -100 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 5,750 shares; 2025Q1: 6,531 shares; 2025Q2: 7,261 shares; 2025Q3: 9,692 shares 9,692 $513K <0.01% +2,431 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 8,121 shares; 2025Q1: 7,886 shares; 2025Q2: 8,488 shares; 2025Q3: 7,671 shares 7,671 $511K <0.01% -817 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,411 shares; 2024Q4: 8,859 shares; 2025Q1: 8,310 shares; 2025Q2: 11,780 shares; 2025Q3: 11,934 shares 11,934 $510K <0.01% +154 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,815 shares; 2024Q4: 16,165 shares; 2025Q1: 18,735 shares; 2025Q2: 16,744 shares; 2025Q3: 9,968 shares 9,968 $507K <0.01% -6,776 Timeline TDV 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: 12,197 shares; 2024Q4: 11,546 shares; 2025Q1: 10,981 shares; 2025Q2: 5,863 shares; 2025Q3: 5,865 shares 5,865 $507K <0.01% +2 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,851 shares; 2025Q1: 2,244 shares; 2025Q2: 2,145 shares; 2025Q3: 1,995 shares 1,995 $507K <0.01% -150 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 9,272 shares; 2025Q1: 8,802 shares; 2025Q2: 14,534 shares; 2025Q3: 14,912 shares 14,912 $505K <0.01% +378 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 506 shares; 2025Q1: 420 shares; 2025Q2: 4,203 shares; 2025Q3: 4,297 shares 4,297 $503K <0.01% +94 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares 2,728 $503K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 5,946 shares 5,946 $503K <0.01% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,348 shares; 2024Q4: 8,012 shares; 2025Q1: 7,912 shares; 2025Q2: 8,148 shares; 2025Q3: 8,148 shares 8,148 $503K <0.01% 0 Timeline NANR 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: 8,860 shares; 2024Q4: 8,116 shares; 2025Q1: 8,127 shares; 2025Q2: 8,029 shares; 2025Q3: 7,775 shares 7,775 $502K <0.01% -254 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 9,208 shares; 2025Q1: 9,035 shares; 2025Q2: 13,143 shares; 2025Q3: 13,616 shares 13,616 $502K <0.01% +473 Timeline RFV 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: 9,674 shares; 2024Q4: 9,198 shares; 2025Q1: 6,739 shares; 2025Q2: 4,115 shares; 2025Q3: 3,911 shares 3,911 $502K <0.01% -204 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,403 shares; 2025Q1: 1,939 shares; 2025Q2: 1,995 shares; 2025Q3: 2,106 shares 2,106 $502K <0.01% +111 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,642 shares 14,642 $499K <0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 5,664 shares; 2025Q1: 4,503 shares; 2025Q2: 2,396 shares; 2025Q3: 2,426 shares 2,426 $498K <0.01% +30 Timeline FLQS 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: 24,141 shares; 2024Q4: 21,045 shares; 2025Q1: 15,806 shares; 2025Q2: 14,125 shares; 2025Q3: 11,327 shares 11,327 $498K <0.01% -2,798 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 26,299 shares 26,299 $498K <0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,040 shares; 2025Q1: 1,916 shares; 2025Q2: 2,029 shares; 2025Q3: 2,021 shares 2,021 $496K <0.01% -8 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 10,145 shares; 2025Q1: 11,517 shares; 2025Q2: 12,036 shares; 2025Q3: 10,420 shares 10,420 $494K <0.01% -1,616 Timeline BYLD 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: 19,624 shares; 2024Q4: 18,774 shares; 2025Q1: 19,727 shares; 2025Q2: 21,460 shares; 2025Q3: 21,460 shares 21,460 $492K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,561 shares; 2024Q4: 91,236 shares; 2025Q1: 96,248 shares; 2025Q2: 94,955 shares; 2025Q3: 96,930 shares 96,930 $491K <0.01% +1,975 Timeline ILTB 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: 13,297 shares; 2024Q4: 13,437 shares; 2025Q1: 8,518 shares; 2025Q2: 9,649 shares; 2025Q3: 9,722 shares 9,722 $491K <0.01% +73 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,185 shares; 2024Q4: 60,039 shares; 2025Q1: 63,795 shares; 2025Q2: 17,890 shares; 2025Q3: 16,911 shares 16,911 $489K <0.01% -979 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,180 shares; 2024Q4: 22,322 shares; 2025Q1: 20,549 shares; 2025Q2: 18,806 shares; 2025Q3: 28,254 shares 28,254 $489K <0.01% +9,448 Timeline TIPX 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: 36,986 shares; 2024Q4: 34,032 shares; 2025Q1: 31,559 shares; 2025Q2: 21,743 shares; 2025Q3: 25,324 shares 25,324 $488K <0.01% +3,581 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 9,918 shares; 2025Q1: 9,499 shares; 2025Q2: 6,449 shares; 2025Q3: 6,367 shares 6,367 $488K <0.01% -82 Timeline IBHG 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: 10,583 shares; 2025Q1: 13,817 shares; 2025Q2: 19,173 shares; 2025Q3: 21,659 shares 21,659 $487K <0.01% +2,486 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 7,135 shares; 2025Q1: 7,108 shares; 2025Q2: 11,586 shares; 2025Q3: 10,090 shares 10,090 $486K <0.01% -1,496 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,468 shares 19,468 $484K <0.01% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,503 shares; 2024Q4: 21,666 shares; 2025Q1: 21,570 shares; 2025Q2: 21,868 shares; 2025Q3: 21,018 shares 21,018 $480K <0.01% -850 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,623 shares; 2025Q3: 5,979 shares 5,979 $478K <0.01% +356 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 12,131 shares; 2025Q1: 12,958 shares; 2025Q2: 13,947 shares; 2025Q3: 20,100 shares 20,100 $477K <0.01% +6,153 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK 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: 56,514 shares 56,514 $476K <0.01% new Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,392 shares; 2024Q4: 128,667 shares; 2025Q1: 130,339 shares; 2025Q2: 29,914 shares; 2025Q3: 12,527 shares 12,527 $475K <0.01% -17,387 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: not reported; 2025Q1: 2,475 shares; 2025Q2: 5,320 shares; 2025Q3: 5,249 shares 5,249 $475K <0.01% -71 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,550 shares; 2024Q4: 9,310 shares; 2025Q1: 7,885 shares; 2025Q2: 7,955 shares; 2025Q3: 13,874 shares 13,874 $474K <0.01% +5,919 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: not reported; 2025Q1: 2,594 shares; 2025Q2: 3,284 shares; 2025Q3: 3,182 shares 3,182 $474K <0.01% -102 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,350 shares; 2025Q2: 16,050 shares; 2025Q3: 16,050 shares 16,050 $473K <0.01% 0 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT 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: 4,552 shares 4,552 $473K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,512 shares; 2025Q1: 2,442 shares; 2025Q2: 2,435 shares; 2025Q3: 2,443 shares 2,443 $472K <0.01% +8 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,135 shares; 2025Q1: 1,429 shares; 2025Q2: 1,603 shares; 2025Q3: 1,208 shares 1,208 $471K <0.01% -395 Timeline PTIN 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: 15,650 shares; 2024Q4: 15,044 shares; 2025Q1: 14,901 shares; 2025Q2: 14,856 shares; 2025Q3: 15,452 shares 15,452 $471K <0.01% +596 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,010 shares; 2025Q3: 19,283 shares 19,283 $468K <0.01% +5,273 Timeline FNK 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: 9,481 shares; 2024Q4: 7,148 shares; 2025Q1: 7,839 shares; 2025Q2: 8,444 shares; 2025Q3: 8,466 shares 8,466 $468K <0.01% +22 Timeline JCPB 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: 9,957 shares; 2024Q4: 10,188 shares; 2025Q1: 9,838 shares; 2025Q2: 9,254 shares; 2025Q3: 9,813 shares 9,813 $467K <0.01% +559 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 2,991 shares; 2025Q1: 2,838 shares; 2025Q2: 2,763 shares; 2025Q3: 4,375 shares 4,375 $466K <0.01% +1,612 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,900 shares; 2024Q4: 117,251 shares; 2025Q1: 115,153 shares; 2025Q2: 45,277 shares; 2025Q3: 46,519 shares 46,519 $464K <0.01% +1,242 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT 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: 6,458 shares 6,458 $464K <0.01% new Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 8,979 shares; 2025Q1: 6,746 shares; 2025Q2: 6,422 shares; 2025Q3: 6,309 shares 6,309 $463K <0.01% -113 Timeline IBMQ 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: 8,726 shares; 2025Q3: 17,962 shares 17,962 $461K <0.01% +9,236 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,044 shares; 2024Q4: 5,596 shares; 2025Q1: 2,390 shares; 2025Q2: 3,505 shares; 2025Q3: 5,503 shares 5,503 $460K <0.01% +1,998 Timeline BALI 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: 6,823 shares; 2025Q3: 14,485 shares 14,485 $460K <0.01% +7,662 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 8,652 shares; 2025Q1: 11,851 shares; 2025Q2: 8,152 shares; 2025Q3: 7,995 shares 7,995 $458K <0.01% -157 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,537 shares; 2024Q4: 16,051 shares; 2025Q1: 23,424 shares; 2025Q2: 21,271 shares; 2025Q3: 17,676 shares 17,676 $456K <0.01% -3,595 Timeline DCRE 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: 24,156 shares; 2024Q4: 14,229 shares; 2025Q1: 7,283 shares; 2025Q2: 8,208 shares; 2025Q3: 8,753 shares 8,753 $456K <0.01% +545 Timeline IXC 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: 18,588 shares; 2024Q4: 14,291 shares; 2025Q1: 12,501 shares; 2025Q2: 8,446 shares; 2025Q3: 10,902 shares 10,902 $455K <0.01% +2,456 Timeline IBMO 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: 8,651 shares; 2025Q1: not reported; 2025Q2: 17,719 shares; 2025Q3: 17,719 shares 17,719 $455K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,907 shares; 2024Q4: 7,000 shares; 2025Q1: 8,974 shares; 2025Q2: 4,600 shares; 2025Q3: 5,894 shares 5,894 $454K <0.01% +1,294 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,928 shares; 2024Q4: 10,801 shares; 2025Q1: 11,012 shares; 2025Q2: 10,438 shares; 2025Q3: 10,470 shares 10,470 $453K <0.01% +32 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,096 shares; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 3,175 shares 3,175 $453K <0.01% +1,279 Timeline SPHB 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: 6,206 shares; 2024Q4: 5,387 shares; 2025Q1: 4,775 shares; 2025Q2: 4,709 shares; 2025Q3: 4,103 shares 4,103 $450K <0.01% -606 Timeline REVS 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: not reported; 2025Q3: 16,043 shares 16,043 $448K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,754 shares; 2024Q4: 14,288 shares; 2025Q1: 17,337 shares; 2025Q2: 17,691 shares; 2025Q3: 9,960 shares 9,960 $447K <0.01% -7,731 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,320 shares; 2025Q3: 15,553 shares 15,553 $446K <0.01% -26,767 Timeline EIPX 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: 341,596 shares; 2024Q4: 332,607 shares; 2025Q1: 334,326 shares; 2025Q2: 12,023 shares; 2025Q3: 17,000 shares 17,000 $445K <0.01% +4,977 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 8,129 shares; 2025Q1: 10,046 shares; 2025Q2: 9,435 shares; 2025Q3: 10,084 shares 10,084 $445K <0.01% +649 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares 2,108 $444K <0.01% 0 FNOV 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: 4,250 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,609 shares; 2025Q3: 8,400 shares 8,400 $444K <0.01% -209 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,125 shares; 2025Q2: 7,333 shares; 2025Q3: 6,898 shares 6,898 $444K <0.01% -435 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares 757 $444K <0.01% new Timeline HYZD 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: 33,116 shares; 2024Q4: 20,768 shares; 2025Q1: 21,184 shares; 2025Q2: 21,406 shares; 2025Q3: 19,727 shares 19,727 $443K <0.01% -1,679 Timeline FLJH 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: 33,902 shares; 2024Q4: 17,921 shares; 2025Q1: 16,765 shares; 2025Q2: 14,969 shares; 2025Q3: 12,300 shares 12,300 $443K <0.01% -2,669 Timeline MSML 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: 8,686 shares; 2024Q4: 8,284 shares; 2025Q1: 8,284 shares; 2025Q2: 7,494 shares; 2025Q3: 6,984 shares 6,984 $443K <0.01% -510 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 33,730 shares 33,730 $443K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 1,989 shares; 2025Q1: not reported; 2025Q2: 1,402 shares; 2025Q3: 2,477 shares 2,477 $443K <0.01% +1,075 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,108 shares; 2025Q3: 5,953 shares 5,953 $443K <0.01% +2,845 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS 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: 24,792 shares; 2025Q2: 24,524 shares; 2025Q3: 22,924 shares 22,924 $442K <0.01% -1,600 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,409 shares; 2024Q4: 22,163 shares; 2025Q1: 22,163 shares; 2025Q2: 26,478 shares; 2025Q3: 28,549 shares 28,549 $442K <0.01% +2,071 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 9,578 shares; 2025Q1: 9,331 shares; 2025Q2: 18,123 shares; 2025Q3: 13,266 shares 13,266 $441K <0.01% -4,857 Timeline ALLR ALLARITY THERAPEUTICS INC More: the full row for ALLARITY THERAPEUTICS 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: 278,949 shares 278,949 $441K <0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,903 shares; 2024Q4: 44,815 shares; 2025Q1: 46,143 shares; 2025Q2: 46,507 shares; 2025Q3: 48,358 shares 48,358 $441K <0.01% +1,851 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,172 shares; 2024Q4: not reported; 2025Q1: 43,233 shares; 2025Q2: 35,274 shares; 2025Q3: 33,916 shares 33,916 $440K <0.01% -1,358 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,615 shares; 2024Q4: 9,528 shares; 2025Q1: 7,628 shares; 2025Q2: 7,929 shares; 2025Q3: 8,801 shares 8,801 $440K <0.01% +872 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,456 shares; 2025Q1: 1,933 shares; 2025Q2: 2,099 shares; 2025Q3: 1,533 shares 1,533 $439K <0.01% -566 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 11,991 shares; 2025Q1: 13,380 shares; 2025Q2: 14,164 shares; 2025Q3: 13,318 shares 13,318 $438K <0.01% -846 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,129 shares; 2025Q1: 3,187 shares; 2025Q2: 2,938 shares; 2025Q3: 3,027 shares 3,027 $437K <0.01% +89 Timeline JBBB 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: 4,879 shares; 2024Q4: 9,791 shares; 2025Q1: 15,568 shares; 2025Q2: not reported; 2025Q3: 9,044 shares 9,044 $436K <0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 5,939 shares; 2025Q1: 5,536 shares; 2025Q2: 5,704 shares; 2025Q3: 6,098 shares 6,098 $435K <0.01% +394 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 10,656 shares; 2025Q1: 10,329 shares; 2025Q2: 9,325 shares; 2025Q3: 11,229 shares 11,229 $434K <0.01% +1,904 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,928 shares; 2024Q4: 19,156 shares; 2025Q1: 18,734 shares; 2025Q2: 17,550 shares; 2025Q3: 16,460 shares 16,460 $434K <0.01% -1,090 Timeline MDLV 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: 14,023 shares; 2024Q4: 12,043 shares; 2025Q1: 12,428 shares; 2025Q2: 12,094 shares; 2025Q3: 15,488 shares 15,488 $434K <0.01% +3,394 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 7,101 shares; 2025Q1: 8,141 shares; 2025Q2: 8,043 shares; 2025Q3: 6,194 shares 6,194 $434K <0.01% -1,849 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,924 shares; 2025Q1: 2,918 shares; 2025Q2: 4,422 shares; 2025Q3: 4,165 shares 4,165 $432K <0.01% -257 Timeline XVV 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: 5,323 shares; 2025Q2: 6,457 shares; 2025Q3: 8,362 shares 8,362 $431K <0.01% +1,905 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,324 shares; 2024Q4: 67,413 shares; 2025Q1: 76,455 shares; 2025Q2: 57,593 shares; 2025Q3: 38,303 shares 38,303 $431K <0.01% -19,290 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 7,278 shares; 2025Q1: 7,424 shares; 2025Q2: 4,216 shares; 2025Q3: 4,590 shares 4,590 $430K <0.01% +374 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,802 shares; 2024Q4: 42,623 shares; 2025Q1: 43,201 shares; 2025Q2: 44,082 shares; 2025Q3: 39,314 shares 39,314 $427K <0.01% -4,768 Timeline RSPG 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: 20,690 shares; 2024Q4: 20,891 shares; 2025Q1: 24,323 shares; 2025Q2: 5,627 shares; 2025Q3: 5,347 shares 5,347 $426K <0.01% -280 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS 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: 6,146 shares 6,146 $425K <0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,101 shares 5,101 $425K <0.01% new Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,805 shares; 2025Q1: 1,749 shares; 2025Q2: 1,727 shares; 2025Q3: 1,688 shares 1,688 $425K <0.01% -39 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,242 shares; 2024Q4: 30,227 shares; 2025Q1: 17,796 shares; 2025Q2: 14,926 shares; 2025Q3: 17,018 shares 17,018 $424K <0.01% +2,092 Timeline VGLT 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: 5,544 shares; 2024Q4: 6,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,457 shares 7,457 $424K <0.01% new Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,996 shares; 2024Q4: 52,906 shares; 2025Q1: 51,035 shares; 2025Q2: 51,681 shares; 2025Q3: 50,972 shares 50,972 $422K <0.01% -709 Timeline GURU 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: 6,894 shares; 2024Q4: 7,033 shares; 2025Q1: 7,125 shares; 2025Q2: 7,077 shares; 2025Q3: 7,083 shares 7,083 $422K <0.01% +6 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 717 shares; 2025Q1: 753 shares; 2025Q2: 693 shares; 2025Q3: 743 shares 743 $421K <0.01% +50 Timeline DFGP 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: 4,430 shares; 2025Q3: 7,576 shares 7,576 $421K <0.01% +3,146 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR 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: 39,912 shares; 2025Q3: 46,771 shares 46,771 $421K <0.01% +6,859 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP 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: 4,754 shares; 2025Q3: 4,348 shares 4,348 $420K <0.01% -406 Timeline MYCH 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: 14,435 shares; 2025Q3: 16,705 shares 16,705 $420K <0.01% +2,270 Timeline QIG 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: 11,927 shares; 2024Q4: 11,927 shares; 2025Q1: 8,947 shares; 2025Q2: 8,947 shares; 2025Q3: 9,277 shares 9,277 $420K <0.01% +330 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 18,620 shares; 2025Q2: 18,208 shares; 2025Q3: 21,753 shares 21,753 $419K <0.01% +3,545 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares 2,350 $417K <0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 3,189 shares; 2025Q3: 3,283 shares 3,283 $416K <0.01% +94 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,219 shares; 2025Q2: 4,008 shares; 2025Q3: 4,645 shares 4,645 $416K <0.01% +637 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,551 shares; 2024Q4: 38,675 shares; 2025Q1: 26,935 shares; 2025Q2: 27,048 shares; 2025Q3: 26,786 shares 26,786 $415K <0.01% -262 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,713 shares; 2025Q3: 2,593 shares 2,593 $414K <0.01% -120 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,250 shares; 2024Q4: 114,250 shares; 2025Q1: 115,752 shares; 2025Q2: 116,829 shares; 2025Q3: 45,529 shares 45,529 $414K <0.01% -71,300 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,248 shares; 2025Q1: not reported; 2025Q2: 6,051 shares; 2025Q3: 6,389 shares 6,389 $413K <0.01% +338 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,268 shares; 2025Q3: 16,454 shares 16,454 $412K <0.01% +5,186 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,576 shares; 2025Q3: 1,580 shares 1,580 $411K <0.01% +4 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 16,226 shares; 2025Q1: 15,650 shares; 2025Q2: 12,564 shares; 2025Q3: 12,846 shares 12,846 $411K <0.01% +282 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,325 shares; 2025Q1: 939 shares; 2025Q2: 1,430 shares; 2025Q3: 1,015 shares 1,015 $410K <0.01% -415 Timeline DJUN 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: 6,686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,785 shares 8,785 $409K <0.01% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 618 shares 618 $408K <0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,049 shares; 2024Q4: 22,796 shares; 2025Q1: 31,742 shares; 2025Q2: 7,689 shares; 2025Q3: 7,415 shares 7,415 $406K <0.01% -274 Timeline FLSP 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: 9,083 shares; 2024Q4: 8,935 shares; 2025Q1: 13,763 shares; 2025Q2: 15,968 shares; 2025Q3: 15,293 shares 15,293 $406K <0.01% -675 Timeline IPX IPERIONX LTD More: the full row for IPERIONX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,215 shares 8,215 $405K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: not reported; 2025Q1: 11,966 shares; 2025Q2: 10,700 shares; 2025Q3: 8,261 shares 8,261 $405K <0.01% -2,439 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,841 shares; 2024Q4: 28,108 shares; 2025Q1: 28,376 shares; 2025Q2: 27,099 shares; 2025Q3: 28,039 shares 28,039 $404K <0.01% +940 Timeline TLX TELIX PHARMACEUTICAL LTD More: the full row for TELIX PHARMACEUTICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,140 shares; 2025Q2: 25,167 shares; 2025Q3: 42,112 shares 42,112 $403K <0.01% +16,945 Timeline REM 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: 48,869 shares; 2024Q4: 52,252 shares; 2025Q1: 53,139 shares; 2025Q2: 18,788 shares; 2025Q3: 18,303 shares 18,303 $402K <0.01% -485 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,796 shares 11,796 $401K <0.01% new Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,984 shares; 2025Q3: 4,988 shares 4,988 $401K <0.01% +4 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 1,037 shares; 2025Q1: 1,013 shares; 2025Q2: 966 shares; 2025Q3: 942 shares 942 $401K <0.01% -24 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS 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: 6,838 shares; 2025Q3: 7,090 shares 7,090 $400K <0.01% +252 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,875 shares 7,875 $400K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,274 shares; 2025Q1: 5,076 shares; 2025Q2: 5,072 shares; 2025Q3: 4,866 shares 4,866 $399K <0.01% -206 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,032 shares; 2024Q4: 75,973 shares; 2025Q1: 79,500 shares; 2025Q2: 77,234 shares; 2025Q3: 52,374 shares 52,374 $399K <0.01% -24,860 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares 3,225 $399K <0.01% 0 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 14,520 shares 14,520 $399K <0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,082 shares; 2025Q1: 4,088 shares; 2025Q2: 4,025 shares; 2025Q3: 3,674 shares 3,674 $398K <0.01% -351 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,927 shares; 2024Q4: 26,123 shares; 2025Q1: 26,217 shares; 2025Q2: 25,251 shares; 2025Q3: 25,514 shares 25,514 $398K <0.01% +263 Timeline CVMC 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: 5,758 shares; 2024Q4: 6,269 shares; 2025Q1: 6,385 shares; 2025Q2: 5,895 shares; 2025Q3: 6,251 shares 6,251 $397K <0.01% +356 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 6,975 shares; 2025Q1: 6,931 shares; 2025Q2: 6,831 shares; 2025Q3: 6,386 shares 6,386 $393K <0.01% -445 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,693 shares 2,693 $392K <0.01% new Timeline OMFS 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: 10,917 shares; 2024Q4: 10,593 shares; 2025Q1: 9,434 shares; 2025Q2: 9,064 shares; 2025Q3: 8,901 shares 8,901 $392K <0.01% -163 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,914 shares; 2024Q4: 116,287 shares; 2025Q1: 58,671 shares; 2025Q2: 36,364 shares; 2025Q3: 21,370 shares 21,370 $391K <0.01% -14,994 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,875 shares; 2024Q4: 13,017 shares; 2025Q1: 16,260 shares; 2025Q2: 7,988 shares; 2025Q3: 8,026 shares 8,026 $391K <0.01% +38 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,711 shares; 2025Q3: 4,711 shares 4,711 $391K <0.01% 0 Timeline ESGE 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: 6,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,303 shares; 2025Q3: 8,992 shares 8,992 $390K <0.01% +1,689 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 5,381 shares; 2025Q1: 4,641 shares; 2025Q2: 3,652 shares; 2025Q3: 4,131 shares 4,131 $390K <0.01% +479 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 12,338 shares; 2025Q1: 7,860 shares; 2025Q2: 7,449 shares; 2025Q3: 7,889 shares 7,889 $389K <0.01% +440 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,986 shares; 2024Q4: 42,516 shares; 2025Q1: 43,830 shares; 2025Q2: 38,935 shares; 2025Q3: 22,938 shares 22,938 $388K <0.01% -15,997 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,511 shares; 2024Q4: 21,992 shares; 2025Q1: 22,550 shares; 2025Q2: 26,794 shares; 2025Q3: 44,683 shares 44,683 $387K <0.01% +17,889 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,826 shares; 2025Q1: 4,709 shares; 2025Q2: 4,718 shares; 2025Q3: 4,721 shares 4,721 $387K <0.01% +3 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 6,459 shares; 2025Q1: not reported; 2025Q2: 3,493 shares; 2025Q3: 3,184 shares 3,184 $386K <0.01% -309 Timeline DMXF 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: 5,228 shares; 2024Q4: 5,188 shares; 2025Q1: 5,373 shares; 2025Q2: 5,029 shares; 2025Q3: 5,069 shares 5,069 $384K <0.01% +40 Timeline EMA EMERA INC More: the full row for EMERA 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: 8,009 shares; 2025Q3: 8,000 shares 8,000 $384K <0.01% -9 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 13,969 shares; 2025Q1: 14,449 shares; 2025Q2: 14,449 shares; 2025Q3: 14,374 shares 14,374 $384K <0.01% -75 Timeline SPUS 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: 6,252 shares; 2025Q1: 7,791 shares; 2025Q2: 7,806 shares; 2025Q3: 7,754 shares 7,754 $383K <0.01% -52 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,462 shares; 2024Q4: 8,138 shares; 2025Q1: 8,941 shares; 2025Q2: 15,479 shares; 2025Q3: 9,446 shares 9,446 $382K <0.01% -6,033 Timeline CATH 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: 5,955 shares; 2024Q4: 6,380 shares; 2025Q1: 6,201 shares; 2025Q2: 4,749 shares; 2025Q3: 4,710 shares 4,710 $382K <0.01% -39 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,475 shares; 2024Q4: not reported; 2025Q1: 6,076 shares; 2025Q2: 5,716 shares; 2025Q3: 6,157 shares 6,157 $382K <0.01% +441 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,371 shares; 2025Q1: 1,266 shares; 2025Q2: 1,570 shares; 2025Q3: 1,609 shares 1,609 $380K <0.01% +39 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 3,804 shares; 2025Q1: 3,785 shares; 2025Q2: 3,768 shares; 2025Q3: 3,779 shares 3,779 $379K <0.01% +11 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,256 shares; 2025Q1: not reported; 2025Q2: 11,246 shares; 2025Q3: 13,251 shares 13,251 $378K <0.01% +2,005 Timeline IBTH 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: 18,508 shares; 2024Q4: 24,026 shares; 2025Q1: 18,148 shares; 2025Q2: 17,844 shares; 2025Q3: 16,795 shares 16,795 $378K <0.01% -1,049 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,026 shares; 2025Q3: 6,419 shares 6,419 $377K <0.01% +393 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 2,580 shares; 2025Q1: 2,639 shares; 2025Q2: 2,593 shares; 2025Q3: 2,542 shares 2,542 $377K <0.01% -51 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 7,320 shares; 2025Q1: 7,320 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares 7,320 $376K <0.01% 0 Timeline DLS 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: 6,190 shares; 2024Q4: 4,645 shares; 2025Q1: 4,229 shares; 2025Q2: 4,810 shares; 2025Q3: 4,724 shares 4,724 $376K <0.01% -86 Timeline HCM II ACQUISITION CORP HCM II ACQUISITION CORP More: the full row for HCM II ACQUISITION 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: 22,841 shares 22,841 $375K <0.01% new MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,022 shares; 2025Q1: 1,751 shares; 2025Q2: 1,927 shares; 2025Q3: 1,822 shares 1,822 $373K <0.01% -105 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,254 shares; 2025Q1: 3,838 shares; 2025Q2: 4,329 shares; 2025Q3: 4,259 shares 4,259 $373K <0.01% -70 Timeline KNGZ 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: 23,501 shares; 2024Q4: 22,207 shares; 2025Q1: 22,115 shares; 2025Q2: 11,960 shares; 2025Q3: 10,410 shares 10,410 $373K <0.01% -1,550 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 11,216 shares; 2025Q1: 11,216 shares; 2025Q2: 11,263 shares; 2025Q3: 10,763 shares 10,763 $371K <0.01% -500 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,812 shares; 2024Q4: 29,286 shares; 2025Q1: 28,922 shares; 2025Q2: not reported; 2025Q3: 4,487 shares 4,487 $370K <0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,364 shares; 2024Q4: 17,628 shares; 2025Q1: 17,457 shares; 2025Q2: 20,418 shares; 2025Q3: 22,751 shares 22,751 $370K <0.01% +2,333 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 9,303 shares; 2025Q2: 13,536 shares; 2025Q3: 14,498 shares 14,498 $370K <0.01% +962 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,594 shares; 2024Q4: 41,702 shares; 2025Q1: 52,341 shares; 2025Q2: 44,893 shares; 2025Q3: 36,394 shares 36,394 $370K <0.01% -8,499 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 5,315 shares; 2025Q1: 9,298 shares; 2025Q2: 7,344 shares; 2025Q3: 6,935 shares 6,935 $370K <0.01% -409 Timeline PDP 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: 9,197 shares; 2024Q4: 8,566 shares; 2025Q1: 6,546 shares; 2025Q2: 5,878 shares; 2025Q3: 3,129 shares 3,129 $369K <0.01% -2,749 Timeline RWX 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: 34,838 shares; 2024Q4: 24,967 shares; 2025Q1: 17,585 shares; 2025Q2: 14,877 shares; 2025Q3: 13,244 shares 13,244 $368K <0.01% -1,633 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 3,745 shares; 2025Q3: 3,899 shares 3,899 $367K <0.01% +154 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,235 shares; 2024Q4: 31,916 shares; 2025Q1: 28,212 shares; 2025Q2: 31,315 shares; 2025Q3: 31,612 shares 31,612 $367K <0.01% +297 Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,800 shares; 2025Q3: 9,735 shares 9,735 $366K <0.01% +2,935 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,991 shares; 2025Q3: 15,004 shares 15,004 $366K <0.01% -987 Timeline AVMV 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: 8,998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,306 shares 5,306 $366K <0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,307 shares; 2024Q4: 14,729 shares; 2025Q1: 6,339 shares; 2025Q2: 6,414 shares; 2025Q3: 6,567 shares 6,567 $365K <0.01% +153 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 12,526 shares; 2025Q2: not reported; 2025Q3: 19,731 shares 19,731 $363K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,608 shares; 2024Q4: 4,651 shares; 2025Q1: 4,484 shares; 2025Q2: 5,158 shares; 2025Q3: 3,622 shares 3,622 $363K <0.01% -1,536 Timeline BUCK 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: 9,571 shares; 2025Q1: 55,978 shares; 2025Q2: 21,923 shares; 2025Q3: 15,196 shares 15,196 $362K <0.01% -6,727 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,716 shares; 2024Q4: 4,923 shares; 2025Q1: 3,266 shares; 2025Q2: 3,245 shares; 2025Q3: 2,747 shares 2,747 $362K <0.01% -498 Timeline PCTTW PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,829 shares; 2024Q4: 76,948 shares; 2025Q1: 90,081 shares; 2025Q2: 103,905 shares; 2025Q3: 106,816 shares 106,816 $361K <0.01% +2,911 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 4,936 shares; 2025Q1: 4,673 shares; 2025Q2: 4,377 shares; 2025Q3: 4,330 shares 4,330 $360K <0.01% -47 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371 shares 1,371 $360K <0.01% new Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,402 shares; 2024Q4: 29,011 shares; 2025Q1: 29,744 shares; 2025Q2: 28,342 shares; 2025Q3: 28,453 shares 28,453 $359K <0.01% +111 Timeline EUFN 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: 9,839 shares; 2025Q1: 10,487 shares; 2025Q2: 12,336 shares; 2025Q3: 10,428 shares 10,428 $358K <0.01% -1,908 Timeline JIG 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: 5,038 shares; 2024Q4: 5,086 shares; 2025Q1: 4,873 shares; 2025Q2: 4,747 shares; 2025Q3: 4,747 shares 4,747 $358K <0.01% 0 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,954 shares; 2025Q3: 2,070 shares 2,070 $358K <0.01% +116 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 4,794 shares; 2025Q1: 4,809 shares; 2025Q2: 6,202 shares; 2025Q3: 5,033 shares 5,033 $358K <0.01% -1,169 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 19,309 shares; 2025Q1: 4,156 shares; 2025Q2: 4,347 shares; 2025Q3: 4,069 shares 4,069 $357K <0.01% -278 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,117 shares; 2025Q3: 8,492 shares 8,492 $356K <0.01% -625 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,330 shares; 2025Q3: 8,130 shares 8,130 $356K <0.01% +800 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,619 shares; 2024Q4: 10,915 shares; 2025Q1: 11,005 shares; 2025Q2: 15,668 shares; 2025Q3: 16,624 shares 16,624 $356K <0.01% +956 Timeline DIAL 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: 16,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,194 shares 19,194 $354K <0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,856 shares; 2024Q4: 30,783 shares; 2025Q1: 28,428 shares; 2025Q2: 21,204 shares; 2025Q3: 21,293 shares 21,293 $353K <0.01% +89 Timeline IAI 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: 1,934 shares; 2025Q3: 1,994 shares 1,994 $353K <0.01% +60 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 217 shares; 2025Q1: 214 shares; 2025Q2: 211 shares; 2025Q3: 211 shares 211 $353K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,405 shares; 2025Q1: 27,603 shares; 2025Q2: 25,882 shares; 2025Q3: 18,742 shares 18,742 $352K <0.01% -7,140 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,925 shares; 2024Q4: 23,000 shares; 2025Q1: 19,179 shares; 2025Q2: 15,823 shares; 2025Q3: 15,600 shares 15,600 $351K <0.01% -223 Timeline MDCX MEDICUS PHARMA LTD More: the full row for MEDICUS PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,750 shares; 2025Q2: 146,000 shares; 2025Q3: 151,500 shares 151,500 $351K <0.01% +5,500 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,458 shares; 2024Q4: 15,458 shares; 2025Q1: 15,003 shares; 2025Q2: 14,629 shares; 2025Q3: 14,429 shares 14,429 $350K <0.01% -200 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 8,229 shares; 2025Q2: 8,199 shares; 2025Q3: 7,599 shares 7,599 $350K <0.01% -600 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,127 shares; 2024Q4: 12,053 shares; 2025Q1: 11,750 shares; 2025Q2: 11,500 shares; 2025Q3: 12,357 shares 12,357 $350K <0.01% +857 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 10,119 shares; 2025Q3: 10,308 shares 10,308 $349K <0.01% +189 Timeline QQQJ 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: 11,698 shares; 2024Q4: 12,040 shares; 2025Q1: 12,292 shares; 2025Q2: 11,215 shares; 2025Q3: 9,726 shares 9,726 $348K <0.01% -1,489 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS 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: 33,623 shares 33,623 $348K <0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,454 shares; 2024Q4: 23,980 shares; 2025Q1: 10,806 shares; 2025Q2: 13,335 shares; 2025Q3: 13,469 shares 13,469 $348K <0.01% +134 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 15,149 shares; 2025Q1: 13,461 shares; 2025Q2: 6,230 shares; 2025Q3: 5,161 shares 5,161 $347K <0.01% -1,069 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,777 shares; 2025Q3: 18,344 shares 18,344 $347K <0.01% +3,567 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,894 shares; 2024Q4: 64,684 shares; 2025Q1: 48,174 shares; 2025Q2: 47,222 shares; 2025Q3: 45,023 shares 45,023 $347K <0.01% -2,199 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 9,065 shares; 2025Q1: 9,645 shares; 2025Q2: 9,593 shares; 2025Q3: 9,543 shares 9,543 $345K <0.01% -50 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 20,987 shares; 2025Q1: 20,487 shares; 2025Q2: 20,487 shares; 2025Q3: 20,487 shares 20,487 $345K <0.01% 0 Timeline USAI 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: 7,625 shares; 2025Q2: 9,050 shares; 2025Q3: 8,599 shares 8,599 $343K <0.01% -451 Timeline VSMV 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: 9,594 shares; 2024Q4: 8,728 shares; 2025Q1: 6,684 shares; 2025Q2: 6,798 shares; 2025Q3: 6,364 shares 6,364 $341K <0.01% -434 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 6,717 shares; 2025Q1: 7,717 shares; 2025Q2: 7,951 shares; 2025Q3: 8,024 shares 8,024 $341K <0.01% +73 Timeline RISR 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: not reported; 2025Q3: 9,523 shares 9,523 $341K <0.01% new Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 16,748 shares; 2025Q1: 17,740 shares; 2025Q2: 20,334 shares; 2025Q3: 21,937 shares 21,937 $341K <0.01% +1,603 Timeline USMC 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: not reported; 2025Q1: 4,507 shares; 2025Q2: 5,418 shares; 2025Q3: 4,992 shares 4,992 $340K <0.01% -426 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,273 shares; 2024Q4: 26,530 shares; 2025Q1: 21,561 shares; 2025Q2: 19,664 shares; 2025Q3: 20,321 shares 20,321 $340K <0.01% +657 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,153 shares; 2024Q4: 16,530 shares; 2025Q1: 13,662 shares; 2025Q2: 13,633 shares; 2025Q3: 13,695 shares 13,695 $340K <0.01% +62 Timeline