ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 16,620 shares; 2025Q1: 17,771 shares; 2025Q2: 85,955 shares; 2025Q3: 87,325 shares 87,325 $1.78M 0.03% +1,370 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: 546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,553 shares; 2025Q3: 3,670 shares 3,670 $1.78M 0.03% +117 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 5,925 shares; 2025Q1: 16,178 shares; 2025Q2: 49,539 shares; 2025Q3: 21,142 shares 21,142 $1.78M 0.03% -28,397 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,906 shares; 2024Q4: 56,965 shares; 2025Q1: 17,907 shares; 2025Q2: 14,228 shares; 2025Q3: 12,695 shares 12,695 $1.77M 0.03% -1,533 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,391 shares; 2024Q4: 22,710 shares; 2025Q1: 25,329 shares; 2025Q2: 27,514 shares; 2025Q3: 28,015 shares 28,015 $1.77M 0.03% +501 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,250 shares; 2024Q4: 28,296 shares; 2025Q1: 34,119 shares; 2025Q2: 44,925 shares; 2025Q3: 19,602 shares 19,602 $1.76M 0.03% -25,323 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: not reported; 2025Q3: 22,456 shares 22,456 $1.76M 0.03% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,453 shares; 2024Q4: 15,535 shares; 2025Q1: 17,760 shares; 2025Q2: 18,239 shares; 2025Q3: 18,382 shares 18,382 $1.76M 0.03% +143 Timeline BSJT 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: 65,372 shares; 2025Q1: 74,754 shares; 2025Q2: 77,806 shares; 2025Q3: 81,172 shares 81,172 $1.75M 0.03% +3,366 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,068 shares; 2024Q4: 128,299 shares; 2025Q1: 51,874 shares; 2025Q2: 45,080 shares; 2025Q3: 40,418 shares 40,418 $1.75M 0.03% -4,662 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: 33,271 shares; 2024Q4: 27,920 shares; 2025Q1: 27,924 shares; 2025Q2: 27,736 shares; 2025Q3: 27,790 shares 27,790 $1.74M 0.03% +54 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,742 shares; 2024Q4: 44,270 shares; 2025Q1: 45,427 shares; 2025Q2: 41,758 shares; 2025Q3: 21,793 shares 21,793 $1.74M 0.03% -19,965 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,688 shares; 2024Q4: 24,299 shares; 2025Q1: 25,388 shares; 2025Q2: 25,684 shares; 2025Q3: 25,791 shares 25,791 $1.73M 0.03% +107 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,890 shares; 2025Q2: 9,085 shares; 2025Q3: 9,125 shares 9,125 $1.72M 0.03% +40 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,631 shares; 2024Q4: 103,724 shares; 2025Q1: 102,170 shares; 2025Q2: 101,268 shares; 2025Q3: 117,563 shares 117,563 $1.72M 0.03% +16,295 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,522 shares; 2024Q4: 80,955 shares; 2025Q1: 81,020 shares; 2025Q2: 84,895 shares; 2025Q3: 86,050 shares 86,050 $1.71M 0.03% +1,155 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 8,123 shares; 2025Q1: 9,799 shares; 2025Q2: 7,930 shares; 2025Q3: 6,209 shares 6,209 $1.7M 0.03% -1,721 Timeline GOVT 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: 77,174 shares; 2024Q4: 77,667 shares; 2025Q1: 71,203 shares; 2025Q2: 76,700 shares; 2025Q3: 73,304 shares 73,304 $1.7M 0.03% -3,396 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,733 shares; 2025Q3: 22,017 shares 22,017 $1.69M 0.03% +19,284 Timeline LQD 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: 7,198 shares; 2024Q4: 15,753 shares; 2025Q1: 15,309 shares; 2025Q2: 15,386 shares; 2025Q3: 15,103 shares 15,103 $1.68M 0.03% -283 Timeline ZROZ 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: 20,851 shares; 2024Q4: 14,858 shares; 2025Q1: 14,924 shares; 2025Q2: 23,215 shares; 2025Q3: 24,639 shares 24,639 $1.67M 0.03% +1,424 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,555 shares; 2024Q4: 27,704 shares; 2025Q1: 22,000 shares; 2025Q2: 23,728 shares; 2025Q3: 22,185 shares 22,185 $1.67M 0.03% -1,543 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: 10,251 shares; 2024Q4: 10,240 shares; 2025Q1: 10,058 shares; 2025Q2: 8,677 shares; 2025Q3: 9,309 shares 9,309 $1.67M 0.03% +632 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 2,720 shares; 2025Q2: 5,999 shares; 2025Q3: 5,278 shares 5,278 $1.67M 0.03% -721 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 15,620 shares; 2025Q1: 15,525 shares; 2025Q2: 15,004 shares; 2025Q3: 15,043 shares 15,043 $1.67M 0.03% +39 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: not reported; 2025Q2: 22,125 shares; 2025Q3: 85,833 shares 85,833 $1.65M 0.03% +63,708 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,630 shares; 2025Q3: 50,751 shares 50,751 $1.64M 0.03% +1,121 Timeline QSPT 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: 50,169 shares; 2024Q4: 49,869 shares; 2025Q1: 49,779 shares; 2025Q2: 52,739 shares; 2025Q3: 52,739 shares 52,739 $1.64M 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 6,685 shares; 2025Q1: 10,384 shares; 2025Q2: 11,321 shares; 2025Q3: 11,087 shares 11,087 $1.64M 0.03% -234 Timeline VFH 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: 6,488 shares; 2024Q4: 7,984 shares; 2025Q1: 13,500 shares; 2025Q2: 13,347 shares; 2025Q3: 12,442 shares 12,442 $1.63M 0.03% -905 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP 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: 24,751 shares; 2025Q3: 24,751 shares 24,751 $1.61M 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,409 shares; 2025Q1: 8,008 shares; 2025Q2: 8,550 shares; 2025Q3: 8,336 shares 8,336 $1.61M 0.03% -214 Timeline IEZ 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: 62,332 shares; 2024Q4: 69,167 shares; 2025Q1: 73,668 shares; 2025Q2: 79,775 shares; 2025Q3: 83,198 shares 83,198 $1.61M 0.03% +3,423 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: 14,645 shares; 2024Q4: 71,631 shares; 2025Q1: 75,288 shares; 2025Q2: 72,583 shares; 2025Q3: 71,163 shares 71,163 $1.6M 0.03% -1,420 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,324 shares; 2025Q1: 5,345 shares; 2025Q2: 7,855 shares; 2025Q3: 15,964 shares 15,964 $1.6M 0.03% +8,109 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 8,033 shares; 2025Q2: 18,924 shares; 2025Q3: 20,515 shares 20,515 $1.6M 0.03% +1,591 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: 5,032 shares; 2024Q4: 5,062 shares; 2025Q1: 4,696 shares; 2025Q2: 4,524 shares; 2025Q3: 9,963 shares 9,963 $1.59M 0.03% +5,439 Timeline MLPD 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: 35,256 shares; 2025Q3: 61,603 shares 61,603 $1.59M 0.03% +26,347 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 15,490 shares; 2025Q1: 15,978 shares; 2025Q2: 16,763 shares; 2025Q3: 17,293 shares 17,293 $1.58M 0.03% +530 Timeline BILS 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: 13,377 shares; 2024Q4: 15,502 shares; 2025Q1: 13,953 shares; 2025Q2: 15,104 shares; 2025Q3: 15,894 shares 15,894 $1.58M 0.03% +790 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,712 shares; 2024Q4: 11,976 shares; 2025Q1: 10,437 shares; 2025Q2: 39,302 shares; 2025Q3: 40,266 shares 40,266 $1.58M 0.03% +964 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 4,027 shares; 2025Q1: 4,066 shares; 2025Q2: 4,228 shares; 2025Q3: 4,505 shares 4,505 $1.58M 0.03% +277 Timeline SHV 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: 21,921 shares; 2024Q4: 9,624 shares; 2025Q1: 13,348 shares; 2025Q2: 14,451 shares; 2025Q3: 14,246 shares 14,246 $1.57M 0.03% -205 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,201 shares; 2024Q4: 37,850 shares; 2025Q1: 38,316 shares; 2025Q2: 38,217 shares; 2025Q3: 42,153 shares 42,153 $1.57M 0.03% +3,936 Timeline PAVE 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: 45,305 shares; 2024Q4: 32,705 shares; 2025Q1: 33,705 shares; 2025Q2: 33,033 shares; 2025Q3: 32,911 shares 32,911 $1.57M 0.03% -122 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,535 shares; 2025Q1: 8,812 shares; 2025Q2: 17,290 shares; 2025Q3: 17,450 shares 17,450 $1.57M 0.03% +160 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,547 shares; 2024Q4: 29,177 shares; 2025Q1: 29,938 shares; 2025Q2: 31,572 shares; 2025Q3: 31,189 shares 31,189 $1.56M 0.03% -383 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 32,333 shares; 2025Q1: 35,700 shares; 2025Q2: 36,907 shares; 2025Q3: 37,046 shares 37,046 $1.56M 0.03% +139 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,410 shares; 2024Q4: 10,483 shares; 2025Q1: 11,030 shares; 2025Q2: 6,978 shares; 2025Q3: 7,073 shares 7,073 $1.54M 0.03% +95 Timeline NUAG 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: 72,954 shares; 2024Q4: 72,042 shares; 2025Q1: 65,946 shares; 2025Q2: 71,306 shares; 2025Q3: 72,292 shares 72,292 $1.54M 0.03% +986 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,076 shares; 2024Q4: 70,374 shares; 2025Q1: 66,517 shares; 2025Q2: 72,543 shares; 2025Q3: 73,414 shares 73,414 $1.54M 0.03% +871 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,177 shares; 2024Q4: 23,569 shares; 2025Q1: 22,270 shares; 2025Q2: 22,130 shares; 2025Q3: 23,468 shares 23,468 $1.53M 0.03% +1,338 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 7,281 shares; 2025Q1: 6,095 shares; 2025Q2: 5,708 shares; 2025Q3: 6,487 shares 6,487 $1.53M 0.03% +779 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,501 shares; 2024Q4: 120,501 shares; 2025Q1: 120,501 shares; 2025Q2: 121,400 shares; 2025Q3: 124,400 shares 124,400 $1.51M 0.03% +3,000 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,485 shares; 2024Q4: 18,585 shares; 2025Q1: 17,584 shares; 2025Q2: 17,692 shares; 2025Q3: 16,751 shares 16,751 $1.5M 0.03% -941 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,618 shares; 2025Q1: 19,655 shares; 2025Q2: 29,823 shares; 2025Q3: 43,014 shares 43,014 $1.5M 0.03% +13,191 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,940 shares; 2024Q4: 18,787 shares; 2025Q1: 20,827 shares; 2025Q2: 21,526 shares; 2025Q3: 72,187 shares 72,187 $1.49M 0.03% +50,661 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,371 shares; 2024Q4: 100,669 shares; 2025Q1: 99,307 shares; 2025Q2: 100,783 shares; 2025Q3: 103,320 shares 103,320 $1.49M 0.03% +2,537 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,234 shares; 2024Q4: 22,824 shares; 2025Q1: 26,014 shares; 2025Q2: 24,231 shares; 2025Q3: 24,985 shares 24,985 $1.49M 0.03% +754 RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,580 shares; 2024Q4: 117,015 shares; 2025Q1: 115,249 shares; 2025Q2: 115,568 shares; 2025Q3: 119,233 shares 119,233 $1.49M 0.03% +3,665 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,899 shares; 2024Q4: 66,155 shares; 2025Q1: 65,015 shares; 2025Q2: 64,531 shares; 2025Q3: 64,501 shares 64,501 $1.48M 0.03% -30 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 13,270 shares; 2025Q1: 16,410 shares; 2025Q2: 5,147 shares; 2025Q3: 10,334 shares 10,334 $1.48M 0.03% +5,187 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: not reported; 2024Q4: 15,919 shares; 2025Q1: 17,801 shares; 2025Q2: 18,035 shares; 2025Q3: 18,387 shares 18,387 $1.46M 0.02% +352 Timeline ARKK 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: 16,697 shares; 2024Q4: 12,720 shares; 2025Q1: 11,616 shares; 2025Q2: 15,204 shares; 2025Q3: 16,849 shares 16,849 $1.46M 0.02% +1,645 Timeline VGIT 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: 21,525 shares; 2024Q4: 21,769 shares; 2025Q1: 19,722 shares; 2025Q2: 20,039 shares; 2025Q3: 24,149 shares 24,149 $1.45M 0.02% +4,110 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 11,280 shares; 2025Q1: 12,781 shares; 2025Q2: 12,221 shares; 2025Q3: 5,998 shares 5,998 $1.44M 0.02% -6,223 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,961 shares; 2024Q4: 17,505 shares; 2025Q1: 18,596 shares; 2025Q2: 36,850 shares; 2025Q3: 19,615 shares 19,615 $1.44M 0.02% -17,235 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 10,424 shares; 2025Q1: 10,582 shares; 2025Q2: 10,295 shares; 2025Q3: 10,271 shares 10,271 $1.44M 0.02% -24 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,263 shares; 2025Q1: 3,866 shares; 2025Q2: 3,510 shares; 2025Q3: 3,615 shares 3,615 $1.43M 0.02% +105 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,936 shares; 2025Q1: 2,112 shares; 2025Q2: 9,297 shares; 2025Q3: 9,124 shares 9,124 $1.43M 0.02% -173 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,784 shares; 2024Q4: 125,784 shares; 2025Q1: 125,784 shares; 2025Q2: 128,126 shares; 2025Q3: 122,291 shares 122,291 $1.43M 0.02% -5,835 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: 6,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,010 shares; 2025Q3: 7,973 shares 7,973 $1.42M 0.02% +5,963 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: 63,043 shares; 2024Q4: 69,281 shares; 2025Q1: 71,434 shares; 2025Q2: 71,210 shares; 2025Q3: 74,423 shares 74,423 $1.42M 0.02% +3,213 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 660 shares; 2025Q1: 1,522 shares; 2025Q2: 1,947 shares; 2025Q3: 2,035 shares 2,035 $1.42M 0.02% +88 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,854 shares; 2025Q1: 4,546 shares; 2025Q2: 3,588 shares; 2025Q3: 3,343 shares 3,343 $1.41M 0.02% -245 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,564 shares; 2024Q4: 58,147 shares; 2025Q1: 57,537 shares; 2025Q2: 58,413 shares; 2025Q3: 57,737 shares 57,737 $1.41M 0.02% -676 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: 32,389 shares; 2024Q4: 31,841 shares; 2025Q1: 31,322 shares; 2025Q2: 31,310 shares; 2025Q3: 90,839 shares 90,839 $1.41M 0.02% +59,529 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,148 shares; 2024Q4: 35,718 shares; 2025Q1: 43,684 shares; 2025Q2: 57,127 shares; 2025Q3: 82,103 shares 82,103 $1.4M 0.02% +24,976 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,226 shares; 2025Q3: 35,615 shares 35,615 $1.4M 0.02% +389 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 11,538 shares; 2025Q1: 9,149 shares; 2025Q2: 36,833 shares; 2025Q3: 21,502 shares 21,502 $1.36M 0.02% -15,331 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,678 shares; 2024Q4: 70,260 shares; 2025Q1: 63,113 shares; 2025Q2: 58,191 shares; 2025Q3: 58,651 shares 58,651 $1.36M 0.02% +460 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,047 shares; 2024Q4: 44,479 shares; 2025Q1: 41,533 shares; 2025Q2: 63,263 shares; 2025Q3: 46,537 shares 46,537 $1.35M 0.02% -16,726 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,745 shares; 2025Q3: 94,893 shares 94,893 $1.34M 0.02% +73,148 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,674 shares; 2024Q4: 23,330 shares; 2025Q1: 23,610 shares; 2025Q2: 22,945 shares; 2025Q3: 66,401 shares 66,401 $1.34M 0.02% +43,456 Timeline AIQ 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: not reported; 2025Q3: 26,973 shares 26,973 $1.33M 0.02% new Timeline TFLR 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: 5,696 shares; 2025Q3: 25,826 shares 25,826 $1.33M 0.02% +20,130 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,369 shares; 2024Q4: 15,023 shares; 2025Q1: 13,377 shares; 2025Q2: 11,598 shares; 2025Q3: 11,588 shares 11,588 $1.32M 0.02% -10 Timeline TIP 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: 7,737 shares; 2024Q4: 7,270 shares; 2025Q1: 6,787 shares; 2025Q2: 11,683 shares; 2025Q3: 11,726 shares 11,726 $1.31M 0.02% +43 Timeline EMXC 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: 3,414 shares; 2024Q4: 5,760 shares; 2025Q1: not reported; 2025Q2: 18,331 shares; 2025Q3: 19,240 shares 19,240 $1.3M 0.02% +909 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 6,340 shares; 2025Q1: 5,936 shares; 2025Q2: 6,266 shares; 2025Q3: 6,133 shares 6,133 $1.3M 0.02% -133 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,150 shares; 2024Q4: 24,897 shares; 2025Q1: 27,194 shares; 2025Q2: 38,042 shares; 2025Q3: 20,735 shares 20,735 $1.3M 0.02% -17,307 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,035 shares; 2025Q2: 20,471 shares; 2025Q3: 42,240 shares 42,240 $1.29M 0.02% +21,769 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,609 shares; 2024Q4: 37,523 shares; 2025Q1: 40,045 shares; 2025Q2: 40,444 shares; 2025Q3: 39,975 shares 39,975 $1.29M 0.02% -469 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,674 shares; 2024Q4: 35,778 shares; 2025Q1: 37,055 shares; 2025Q2: 35,476 shares; 2025Q3: 34,594 shares 34,594 $1.29M 0.02% -882 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 22,014 shares; 2025Q1: 12,043 shares; 2025Q2: 11,014 shares; 2025Q3: 13,774 shares 13,774 $1.28M 0.02% +2,760 Timeline MINT 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: 12,212 shares; 2024Q4: 13,365 shares; 2025Q1: 12,175 shares; 2025Q2: 12,631 shares; 2025Q3: 12,743 shares 12,743 $1.28M 0.02% +112 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 15,792 shares; 2025Q1: 9,401 shares; 2025Q2: 10,702 shares; 2025Q3: 7,163 shares 7,163 $1.28M 0.02% -3,539 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 2,743 shares; 2025Q3: 14,384 shares 14,384 $1.28M 0.02% +11,641 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: 30,169 shares; 2024Q4: 30,274 shares; 2025Q1: 30,573 shares; 2025Q2: 31,442 shares; 2025Q3: 28,116 shares 28,116 $1.25M 0.02% -3,326 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: 297 shares; 2025Q2: 304 shares; 2025Q3: 292 shares 292 $1.25M 0.02% -12 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,939 shares; 2024Q4: 14,946 shares; 2025Q1: 15,329 shares; 2025Q2: 15,153 shares; 2025Q3: 15,192 shares 15,192 $1.25M 0.02% +39 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,872 shares; 2025Q1: 39,555 shares; 2025Q2: 41,370 shares; 2025Q3: 41,789 shares 41,789 $1.24M 0.02% +419 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 10,638 shares; 2025Q1: 9,170 shares; 2025Q2: 33,495 shares; 2025Q3: 22,846 shares 22,846 $1.24M 0.02% -10,649 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,446 shares; 2024Q4: 47,533 shares; 2025Q1: 48,027 shares; 2025Q2: 45,204 shares; 2025Q3: 44,369 shares 44,369 $1.24M 0.02% -835 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,950 shares; 2024Q4: 21,125 shares; 2025Q1: 23,175 shares; 2025Q2: 32,805 shares; 2025Q3: 33,680 shares 33,680 $1.24M 0.02% +875 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS 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: 91,376 shares; 2025Q2: 92,792 shares; 2025Q3: 94,505 shares 94,505 $1.23M 0.02% +1,713 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,947 shares; 2024Q4: 23,824 shares; 2025Q1: 23,117 shares; 2025Q2: 22,974 shares; 2025Q3: 22,743 shares 22,743 $1.23M 0.02% -231 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 7,347 shares; 2025Q1: 6,057 shares; 2025Q2: 6,785 shares; 2025Q3: 5,321 shares 5,321 $1.22M 0.02% -1,464 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,430 shares; 2025Q2: 32,214 shares; 2025Q3: 47,166 shares 47,166 $1.22M 0.02% +14,952 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,901 shares; 2025Q2: 14,902 shares; 2025Q3: 14,563 shares 14,563 $1.22M 0.02% -339 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,469 shares; 2025Q3: 9,999 shares 9,999 $1.21M 0.02% +3,530 Timeline DFAU 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: 14,955 shares; 2024Q4: 20,505 shares; 2025Q1: 26,985 shares; 2025Q2: 24,823 shares; 2025Q3: 26,413 shares 26,413 $1.21M 0.02% +1,590 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,138 shares; 2024Q4: 25,737 shares; 2025Q1: 24,921 shares; 2025Q2: 22,809 shares; 2025Q3: 22,674 shares 22,674 $1.2M 0.02% -135 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,262 shares; 2024Q4: 133,520 shares; 2025Q1: 143,930 shares; 2025Q2: 153,411 shares; 2025Q3: 166,418 shares 166,418 $1.2M 0.02% +13,007 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,547 shares; 2024Q4: 48,547 shares; 2025Q1: 47,647 shares; 2025Q2: 78,018 shares; 2025Q3: 74,409 shares 74,409 $1.2M 0.02% -3,609 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 4,430 shares; 2025Q1: 4,743 shares; 2025Q2: 14,167 shares; 2025Q3: 15,971 shares 15,971 $1.2M 0.02% +1,804 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,181 shares; 2024Q4: 14,036 shares; 2025Q1: 14,484 shares; 2025Q2: 12,307 shares; 2025Q3: 12,193 shares 12,193 $1.19M 0.02% -114 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: 3,818 shares; 2024Q4: 4,276 shares; 2025Q1: 5,923 shares; 2025Q2: 6,807 shares; 2025Q3: 6,413 shares 6,413 $1.18M 0.02% -394 Timeline VHT 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: 2,569 shares; 2024Q4: 3,142 shares; 2025Q1: 4,264 shares; 2025Q2: 4,355 shares; 2025Q3: 4,550 shares 4,550 $1.18M 0.02% +195 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,582 shares; 2025Q2: 5,671 shares; 2025Q3: 6,283 shares 6,283 $1.18M 0.02% +612 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,051 shares; 2024Q4: 30,921 shares; 2025Q1: 30,622 shares; 2025Q2: 38,585 shares; 2025Q3: 42,453 shares 42,453 $1.18M 0.02% +3,868 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 4,528 shares; 2025Q3: 4,620 shares 4,620 $1.18M 0.02% +92 Timeline DCOR 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: 14,947 shares; 2025Q3: 16,322 shares 16,322 $1.17M 0.02% +1,375 Timeline DSEP 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: 24,771 shares; 2024Q4: 26,698 shares; 2025Q1: 26,638 shares; 2025Q2: 26,638 shares; 2025Q3: 26,553 shares 26,553 $1.17M 0.02% -85 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 7,112 shares; 2025Q1: 6,949 shares; 2025Q2: 5,008 shares; 2025Q3: 4,726 shares 4,726 $1.16M 0.02% -282 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: 1,064 shares; 2024Q4: 3,455 shares; 2025Q1: 3,629 shares; 2025Q2: 3,614 shares; 2025Q3: 3,526 shares 3,526 $1.16M 0.02% -88 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,922 shares; 2025Q3: 27,507 shares 27,507 $1.16M 0.02% +21,585 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,444 shares; 2024Q4: 14,649 shares; 2025Q1: 9,436 shares; 2025Q2: 23,119 shares; 2025Q3: 23,431 shares 23,431 $1.16M 0.02% +312 Timeline DFAS 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: 15,478 shares; 2024Q4: 15,398 shares; 2025Q1: 15,398 shares; 2025Q2: 16,449 shares; 2025Q3: 16,745 shares 16,745 $1.15M 0.02% +296 Timeline HISF 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: 21,288 shares; 2024Q4: 22,616 shares; 2025Q1: 25,826 shares; 2025Q2: 25,360 shares; 2025Q3: 25,360 shares 25,360 $1.15M 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,176 shares; 2024Q4: 21,706 shares; 2025Q1: 27,198 shares; 2025Q2: 45,612 shares; 2025Q3: 49,575 shares 49,575 $1.14M 0.02% +3,963 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 10,487 shares; 2025Q1: 12,587 shares; 2025Q2: 32,153 shares; 2025Q3: 52,314 shares 52,314 $1.14M 0.02% +20,161 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 5,330 shares; 2025Q1: 4,536 shares; 2025Q2: 14,007 shares; 2025Q3: 14,518 shares 14,518 $1.14M 0.02% +511 Timeline HDV 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: 8,169 shares; 2024Q4: 7,605 shares; 2025Q1: 8,418 shares; 2025Q2: 9,615 shares; 2025Q3: 9,207 shares 9,207 $1.13M 0.02% -408 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 6,261 shares; 2025Q3: 6,705 shares 6,705 $1.13M 0.02% +444 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: 5,083 shares; 2024Q4: 5,175 shares; 2025Q1: 5,131 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares 4,728 $1.13M 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,380 shares; 2025Q1: 4,804 shares; 2025Q2: 6,267 shares; 2025Q3: 9,797 shares 9,797 $1.12M 0.02% +3,530 Timeline JMST 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: 23,605 shares; 2024Q4: 23,136 shares; 2025Q1: 22,478 shares; 2025Q2: 21,223 shares; 2025Q3: 21,977 shares 21,977 $1.12M 0.02% +754 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,639 shares; 2024Q4: 33,649 shares; 2025Q1: 33,659 shares; 2025Q2: 33,609 shares; 2025Q3: 26,609 shares 26,609 $1.12M 0.02% -7,000 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,922 shares; 2025Q3: 7,932 shares 7,932 $1.12M 0.02% +10 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 8,068 shares; 2025Q1: 5,410 shares; 2025Q2: 5,292 shares; 2025Q3: 5,322 shares 5,322 $1.11M 0.02% +30 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: not reported; 2024Q4: not reported; 2025Q1: 16,200 shares; 2025Q2: 27,500 shares; 2025Q3: 30,700 shares 30,700 $1.11M 0.02% +3,200 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,713 shares; 2024Q4: 34,513 shares; 2025Q1: 28,963 shares; 2025Q2: 30,075 shares; 2025Q3: 30,723 shares 30,723 $1.11M 0.02% +648 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,588 shares; 2024Q4: 21,357 shares; 2025Q1: 21,530 shares; 2025Q2: 30,329 shares; 2025Q3: 41,750 shares 41,750 $1.11M 0.02% +11,421 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,811 shares; 2024Q4: 40,053 shares; 2025Q1: 33,877 shares; 2025Q2: 33,446 shares; 2025Q3: 32,116 shares 32,116 $1.1M 0.02% -1,330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,591 shares 2,591 $1.1M 0.02% +116 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,819 shares; 2025Q1: 4,787 shares; 2025Q2: 4,715 shares; 2025Q3: 4,766 shares 4,766 $1.09M 0.02% +51 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,703 shares; 2025Q1: 17,564 shares; 2025Q2: 17,229 shares; 2025Q3: 22,926 shares 22,926 $1.09M 0.02% +5,697 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,434 shares; 2025Q3: 30,799 shares 30,799 $1.09M 0.02% +17,365 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,996 shares; 2024Q4: 11,371 shares; 2025Q1: 11,033 shares; 2025Q2: 11,028 shares; 2025Q3: 10,767 shares 10,767 $1.09M 0.02% -261 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,461 shares; 2024Q4: 25,615 shares; 2025Q1: 25,570 shares; 2025Q2: 18,678 shares; 2025Q3: 21,756 shares 21,756 $1.09M 0.02% +3,078 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: 16,944 shares; 2024Q4: 17,436 shares; 2025Q1: 17,161 shares; 2025Q2: 18,044 shares; 2025Q3: 18,040 shares 18,040 $1.09M 0.02% -4 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,814 shares; 2025Q1: 6,564 shares; 2025Q2: 10,415 shares; 2025Q3: 10,425 shares 10,425 $1.08M 0.02% +10 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 18,505 shares; 2025Q1: 18,451 shares; 2025Q2: 27,051 shares; 2025Q3: 36,406 shares 36,406 $1.08M 0.02% +9,355 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,216 shares; 2024Q4: 91,274 shares; 2025Q1: 91,293 shares; 2025Q2: 92,592 shares; 2025Q3: 94,554 shares 94,554 $1.08M 0.02% +1,962 Timeline GSEP 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: 16,909 shares; 2024Q4: 16,909 shares; 2025Q1: 16,909 shares; 2025Q2: 16,909 shares; 2025Q3: 28,209 shares 28,209 $1.07M 0.02% +11,300 Timeline 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: 1,258 shares; 2024Q4: 1,260 shares; 2025Q1: 1,273 shares; 2025Q2: 5,214 shares; 2025Q3: 5,223 shares 5,223 $1.07M 0.02% +9 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 12,102 shares; 2025Q1: 10,947 shares; 2025Q2: 6,604 shares; 2025Q3: 6,376 shares 6,376 $1.07M 0.02% -228 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,325 shares 5,325 $1.07M 0.02% new 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: 9,533 shares; 2024Q4: 7,434 shares; 2025Q1: 8,095 shares; 2025Q2: 11,609 shares; 2025Q3: 21,667 shares 21,667 $1.06M 0.02% +10,058 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,463 shares; 2025Q1: 3,458 shares; 2025Q2: 3,471 shares; 2025Q3: 4,938 shares 4,938 $1.06M 0.02% +1,467 Timeline PWB 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: 7,559 shares; 2024Q4: 7,416 shares; 2025Q1: 7,670 shares; 2025Q2: 8,724 shares; 2025Q3: 8,417 shares 8,417 $1.06M 0.02% -307 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,835 shares; 2024Q4: 114,990 shares; 2025Q1: 44,371 shares; 2025Q2: 47,402 shares; 2025Q3: 54,719 shares 54,719 $1.05M 0.02% +7,317 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 8,134 shares; 2025Q1: 9,600 shares; 2025Q2: 9,396 shares; 2025Q3: 9,545 shares 9,545 $1.05M 0.02% +149 Timeline PWZ 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: 68,971 shares; 2024Q4: 75,464 shares; 2025Q1: 44,975 shares; 2025Q2: 43,213 shares; 2025Q3: 43,896 shares 43,896 $1.05M 0.02% +683 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,824 shares; 2024Q4: 65,312 shares; 2025Q1: 66,909 shares; 2025Q2: 66,570 shares; 2025Q3: 61,143 shares 61,143 $1.04M 0.02% -5,427 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,021 shares; 2024Q4: 15,071 shares; 2025Q1: 14,394 shares; 2025Q2: 14,857 shares; 2025Q3: 14,825 shares 14,825 $1.04M 0.02% -32 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,813 shares; 2024Q4: 23,282 shares; 2025Q1: 23,571 shares; 2025Q2: 34,163 shares; 2025Q3: 29,691 shares 29,691 $1.04M 0.02% -4,472 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 11,436 shares; 2025Q1: 12,575 shares; 2025Q2: 11,624 shares; 2025Q3: 11,605 shares 11,605 $1.04M 0.02% -19 Timeline ETSY ETSY INC More: the full row for ETSY 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: 16,044 shares; 2025Q3: 15,646 shares 15,646 $1.04M 0.02% -398 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 17,610 shares; 2025Q1: 19,136 shares; 2025Q2: 17,833 shares; 2025Q3: 17,473 shares 17,473 $1.04M 0.02% -360 IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,617 shares; 2024Q4: 18,222 shares; 2025Q1: 17,342 shares; 2025Q2: 17,286 shares; 2025Q3: 17,578 shares 17,578 $1.03M 0.02% +292 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,309 shares; 2025Q1: 29,259 shares; 2025Q2: 40,521 shares; 2025Q3: 41,958 shares 41,958 $1.03M 0.02% +1,437 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 6,104 shares; 2025Q1: 5,965 shares; 2025Q2: 6,829 shares; 2025Q3: 7,585 shares 7,585 $1.03M 0.02% +756 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,075 shares; 2024Q4: 21,279 shares; 2025Q1: 20,624 shares; 2025Q2: 19,529 shares; 2025Q3: 20,322 shares 20,322 $1.03M 0.02% +793 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,056 shares; 2025Q2: 8,248 shares; 2025Q3: 9,474 shares 9,474 $1.02M 0.02% +1,226 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,601 shares; 2025Q1: 5,867 shares; 2025Q2: 6,603 shares; 2025Q3: 9,261 shares 9,261 $1.01M 0.02% +2,658 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 9,226 shares; 2025Q1: 11,096 shares; 2025Q2: 24,490 shares; 2025Q3: 27,592 shares 27,592 $1.01M 0.02% +3,102 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,100 shares; 2024Q4: 49,918 shares; 2025Q1: 58,330 shares; 2025Q2: 59,987 shares; 2025Q3: 21,203 shares 21,203 $1.01M 0.02% -38,784 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,885 shares; 2024Q4: 177,895 shares; 2025Q1: 184,257 shares; 2025Q2: 191,244 shares; 2025Q3: 189,619 shares 189,619 $1.01M 0.02% -1,625 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 9,299 shares; 2025Q1: 9,094 shares; 2025Q2: 10,472 shares; 2025Q3: 9,685 shares 9,685 $1.01M 0.02% -787 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,498 shares; 2024Q4: 13,068 shares; 2025Q1: 13,495 shares; 2025Q2: 14,284 shares; 2025Q3: 13,746 shares 13,746 $993K 0.02% -538 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 10,807 shares; 2025Q1: 10,599 shares; 2025Q2: 8,794 shares; 2025Q3: 8,697 shares 8,697 $991K 0.02% -97 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,823 shares; 2024Q4: 74,573 shares; 2025Q1: 74,573 shares; 2025Q2: 75,307 shares; 2025Q3: 80,608 shares 80,608 $991K 0.02% +5,301 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 14,559 shares; 2025Q1: 15,848 shares; 2025Q2: 15,207 shares; 2025Q3: 14,972 shares 14,972 $988K 0.02% -235 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 4,354 shares; 2025Q1: 4,668 shares; 2025Q2: 6,419 shares; 2025Q3: 11,719 shares 11,719 $985K 0.02% +5,300 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 3,374 shares; 2025Q1: 9,395 shares; 2025Q2: 9,407 shares; 2025Q3: 9,527 shares 9,527 $985K 0.02% +120 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 6,935 shares; 2025Q1: 6,972 shares; 2025Q2: 7,195 shares; 2025Q3: 6,450 shares 6,450 $981K 0.02% -745 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 19,220 shares; 2025Q2: 19,910 shares; 2025Q3: 24,237 shares 24,237 $981K 0.02% +4,327 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,826 shares; 2025Q3: 39,178 shares 39,178 $979K 0.02% +26,352 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,016 shares; 2024Q4: 17,747 shares; 2025Q1: 16,259 shares; 2025Q2: 18,787 shares; 2025Q3: 24,573 shares 24,573 $974K 0.02% +5,786 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 13,952 shares; 2025Q1: 15,120 shares; 2025Q2: 14,912 shares; 2025Q3: 13,901 shares 13,901 $973K 0.02% -1,011 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 997 shares; 2025Q1: 1,322 shares; 2025Q2: 1,607 shares; 2025Q3: 1,941 shares 1,941 $968K 0.02% +334 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,559 shares; 2025Q1: 7,682 shares; 2025Q2: 23,846 shares; 2025Q3: 22,850 shares 22,850 $965K 0.02% -996 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 4,983 shares; 2025Q1: 4,740 shares; 2025Q2: 4,865 shares; 2025Q3: 11,798 shares 11,798 $957K 0.02% +6,933 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 11,049 shares; 2025Q1: 11,824 shares; 2025Q2: 11,211 shares; 2025Q3: 21,120 shares 21,120 $950K 0.02% +9,909 Timeline IYG 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: 8,466 shares; 2024Q4: 9,061 shares; 2025Q1: 10,401 shares; 2025Q2: 10,554 shares; 2025Q3: 10,554 shares 10,554 $946K 0.02% 0 Timeline 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: 7,885 shares; 2024Q4: 13,366 shares; 2025Q1: 13,366 shares; 2025Q2: 18,341 shares; 2025Q3: 17,841 shares 17,841 $944K 0.02% -500 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 7,772 shares; 2025Q1: 8,212 shares; 2025Q2: 10,616 shares; 2025Q3: 7,313 shares 7,313 $943K 0.02% -3,303 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,857 shares; 2025Q1: 10,290 shares; 2025Q2: 10,827 shares; 2025Q3: 11,197 shares 11,197 $938K 0.02% +370 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,420 shares; 2025Q1: 3,506 shares; 2025Q2: 2,866 shares; 2025Q3: 5,576 shares 5,576 $933K 0.02% +2,710 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 7,932 shares; 2025Q2: 15,991 shares; 2025Q3: 12,218 shares 12,218 $927K 0.02% -3,773 Timeline SPYG 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: 6,780 shares; 2024Q4: 319,338 shares; 2025Q1: 8,818 shares; 2025Q2: 8,474 shares; 2025Q3: 8,865 shares 8,865 $927K 0.02% +391 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: 5,221 shares; 2024Q4: 5,788 shares; 2025Q1: 7,941 shares; 2025Q2: 9,152 shares; 2025Q3: 10,965 shares 10,965 $912K 0.02% +1,813 Timeline DVOL 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: 19,333 shares; 2024Q4: 20,999 shares; 2025Q1: 23,563 shares; 2025Q2: 26,220 shares; 2025Q3: 25,725 shares 25,725 $912K 0.02% -495 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,823 shares; 2024Q4: 40,292 shares; 2025Q1: 40,253 shares; 2025Q2: 41,580 shares; 2025Q3: 47,625 shares 47,625 $912K 0.02% +6,045 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 20,776 shares; 2025Q1: 20,413 shares; 2025Q2: 19,934 shares; 2025Q3: 19,728 shares 19,728 $909K 0.02% -206 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 12,126 shares; 2025Q1: 3,955 shares; 2025Q2: 4,202 shares; 2025Q3: 6,710 shares 6,710 $904K 0.02% +2,508 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: 8,372 shares; 2024Q4: 9,874 shares; 2025Q1: 10,804 shares; 2025Q2: 11,184 shares; 2025Q3: 11,139 shares 11,139 $903K 0.02% -45 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 8,032 shares; 2025Q1: 8,562 shares; 2025Q2: 10,564 shares; 2025Q3: 10,264 shares 10,264 $902K 0.02% -300 Timeline SOXX 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: 2,062 shares; 2024Q4: 3,850 shares; 2025Q1: 3,374 shares; 2025Q2: 3,329 shares; 2025Q3: 3,314 shares 3,314 $901K 0.02% -15 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 27,025 shares; 2025Q1: 34,653 shares; 2025Q2: 38,042 shares; 2025Q3: 44,778 shares 44,778 $887K 0.02% +6,736 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,343 shares; 2025Q1: 7,194 shares; 2025Q2: 4,315 shares; 2025Q3: 2,736 shares 2,736 $886K 0.02% -1,579 Timeline AIA 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: 36,136 shares; 2025Q2: 7,715 shares; 2025Q3: 9,365 shares 9,365 $886K 0.02% +1,650 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 6,629 shares; 2025Q1: 6,193 shares; 2025Q2: 6,132 shares; 2025Q3: 6,173 shares 6,173 $885K 0.02% +41 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,252 shares 14,252 $885K 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,819 shares; 2025Q1: 4,594 shares; 2025Q2: 4,524 shares; 2025Q3: 4,517 shares 4,517 $883K 0.02% -7 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,877 shares; 2025Q2: 7,730 shares; 2025Q3: 8,185 shares 8,185 $882K 0.02% +455 Timeline VDC 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: 5,476 shares; 2024Q4: 5,178 shares; 2025Q1: 3,774 shares; 2025Q2: 3,871 shares; 2025Q3: 4,117 shares 4,117 $880K 0.02% +246 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 7,208 shares; 2025Q1: 7,511 shares; 2025Q2: 8,593 shares; 2025Q3: 8,753 shares 8,753 $880K 0.02% +160 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE 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: 30,516 shares; 2025Q3: 32,508 shares 32,508 $878K 0.01% +1,992 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,837 shares; 2024Q4: 21,075 shares; 2025Q1: 21,405 shares; 2025Q2: 20,142 shares; 2025Q3: 19,422 shares 19,422 $878K 0.01% -720 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: 13,765 shares; 2024Q4: 10,004 shares; 2025Q1: 16,933 shares; 2025Q2: 16,725 shares; 2025Q3: 15,729 shares 15,729 $877K 0.01% -996 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 21,189 shares; 2025Q1: 22,648 shares; 2025Q2: 14,817 shares; 2025Q3: 14,407 shares 14,407 $876K 0.01% -410 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,115 shares; 2024Q4: 24,883 shares; 2025Q1: 32,339 shares; 2025Q2: 44,524 shares; 2025Q3: 70,495 shares 70,495 $875K 0.01% +25,971 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,498 shares; 2024Q4: 3,302 shares; 2025Q1: 3,031 shares; 2025Q2: 10,235 shares; 2025Q3: 2,233 shares 2,233 $875K 0.01% -8,002 Timeline MTUM 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: 1,455 shares; 2024Q4: 1,181 shares; 2025Q1: 11,648 shares; 2025Q2: 14,584 shares; 2025Q3: 3,404 shares 3,404 $874K 0.01% -11,180 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,778 shares; 2025Q3: 9,788 shares 9,788 $873K 0.01% +10 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: 7,235 shares; 2025Q1: 11,965 shares; 2025Q2: 13,500 shares; 2025Q3: 12,789 shares 12,789 $872K 0.01% -711 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 6,811 shares; 2025Q1: 7,903 shares; 2025Q2: 9,251 shares; 2025Q3: 8,930 shares 8,930 $872K 0.01% -321 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 27,472 shares; 2025Q3: 27,061 shares 27,061 $871K 0.01% -411 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: 33,607 shares; 2024Q4: 35,708 shares; 2025Q1: 36,961 shares; 2025Q2: 35,851 shares; 2025Q3: 31,299 shares 31,299 $869K 0.01% -4,552 Timeline IXUS 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: 19,527 shares; 2024Q4: 9,778 shares; 2025Q1: 9,164 shares; 2025Q2: 10,458 shares; 2025Q3: 10,518 shares 10,518 $869K 0.01% +60 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,814 shares; 2024Q4: 37,320 shares; 2025Q1: 37,411 shares; 2025Q2: 39,873 shares; 2025Q3: 41,221 shares 41,221 $868K 0.01% +1,348 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 12,077 shares; 2025Q1: 22,406 shares; 2025Q2: 13,556 shares; 2025Q3: 11,897 shares 11,897 $868K 0.01% -1,659 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 11,090 shares; 2025Q3: 4,875 shares 4,875 $867K 0.01% -6,215 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,843 shares; 2024Q4: 41,877 shares; 2025Q1: 39,416 shares; 2025Q2: 38,197 shares; 2025Q3: 37,155 shares 37,155 $867K 0.01% -1,042 Timeline BSV 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: 13,818 shares; 2024Q4: 13,404 shares; 2025Q1: 12,518 shares; 2025Q2: 10,956 shares; 2025Q3: 10,974 shares 10,974 $867K 0.01% +18 Timeline GOVI 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: 60,196 shares; 2024Q4: 58,807 shares; 2025Q1: 27,705 shares; 2025Q2: 30,020 shares; 2025Q3: 31,183 shares 31,183 $866K 0.01% +1,163 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,696 shares; 2025Q1: 66,783 shares; 2025Q2: 66,038 shares; 2025Q3: 6,101 shares 6,101 $865K 0.01% -59,937 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 16,650 shares 16,650 $865K 0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,732 shares; 2024Q4: 20,616 shares; 2025Q1: 20,071 shares; 2025Q2: 15,653 shares; 2025Q3: 15,278 shares 15,278 $854K 0.01% -375 Timeline TFLO 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: 14,029 shares; 2024Q4: 8,710 shares; 2025Q1: 9,462 shares; 2025Q2: 15,783 shares; 2025Q3: 16,864 shares 16,864 $853K 0.01% +1,081 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,225 shares; 2024Q4: 19,660 shares; 2025Q1: 19,967 shares; 2025Q2: 16,163 shares; 2025Q3: 16,833 shares 16,833 $852K 0.01% +670 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,274 shares; 2025Q1: 4,507 shares; 2025Q2: 6,179 shares; 2025Q3: 6,016 shares 6,016 $851K 0.01% -163 Timeline TSPA 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: 14,533 shares; 2025Q1: 87,319 shares; 2025Q2: 17,002 shares; 2025Q3: 20,280 shares 20,280 $850K 0.01% +3,278 Timeline IWY 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: 1,023 shares; 2024Q4: 993 shares; 2025Q1: 1,505 shares; 2025Q2: 2,615 shares; 2025Q3: 3,103 shares 3,103 $850K 0.01% +488 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,380 shares; 2025Q1: 6,927 shares; 2025Q2: 7,310 shares; 2025Q3: 10,002 shares 10,002 $849K 0.01% +2,692 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,319 shares; 2025Q1: 1,238 shares; 2025Q2: 6,632 shares; 2025Q3: 2,931 shares 2,931 $848K 0.01% -3,701 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,296 shares; 2025Q3: 13,032 shares 13,032 $848K 0.01% +736 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM 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: 90,117 shares; 2025Q2: 138,179 shares; 2025Q3: 33,535 shares 33,535 $845K 0.01% -104,644 SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 27,770 shares; 2025Q1: 27,995 shares; 2025Q2: 28,951 shares; 2025Q3: 29,292 shares 29,292 $843K 0.01% +341 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: 9,004 shares; 2024Q4: 8,994 shares; 2025Q1: 11,844 shares; 2025Q2: 11,221 shares; 2025Q3: 10,993 shares 10,993 $842K 0.01% -228 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,605 shares; 2025Q3: 10,960 shares 10,960 $840K 0.01% +3,355 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 11,559 shares; 2025Q1: 11,254 shares; 2025Q2: 11,302 shares; 2025Q3: 10,681 shares 10,681 $837K 0.01% -621 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: 8,599 shares; 2024Q4: 12,237 shares; 2025Q1: 13,849 shares; 2025Q2: 16,223 shares; 2025Q3: 17,524 shares 17,524 $834K 0.01% +1,301 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,595 shares; 2024Q4: 12,015 shares; 2025Q1: 12,435 shares; 2025Q2: 24,954 shares; 2025Q3: 28,282 shares 28,282 $830K 0.01% +3,328 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 3,333 shares; 2025Q1: 6,811 shares; 2025Q2: 8,705 shares; 2025Q3: 8,268 shares 8,268 $827K 0.01% -437 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 6,565 shares; 2025Q1: 5,772 shares; 2025Q2: 4,810 shares; 2025Q3: 4,649 shares 4,649 $824K 0.01% -161 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,651 shares; 2025Q2: 51,043 shares; 2025Q3: 10,316 shares 10,316 $824K 0.01% -40,727 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 9,227 shares; 2025Q1: 8,685 shares; 2025Q2: 8,472 shares; 2025Q3: 8,550 shares 8,550 $823K 0.01% +78 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,720 shares; 2025Q3: 2,858 shares 2,858 $823K 0.01% +138 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,907 shares; 2025Q1: 4,908 shares; 2025Q2: 5,062 shares; 2025Q3: 4,918 shares 4,918 $819K 0.01% -144 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,174 shares; 2025Q2: 146,641 shares; 2025Q3: 34,959 shares 34,959 $817K 0.01% -111,682 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,503 shares; 2025Q3: 7,784 shares 7,784 $813K 0.01% +281 Timeline CBXA 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: 27,310 shares; 2025Q3: 27,310 shares 27,310 $811K 0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,168 shares; 2025Q3: 15,022 shares 15,022 $810K 0.01% -7,146 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,942 shares; 2025Q1: 4,093 shares; 2025Q2: 9,107 shares; 2025Q3: 9,737 shares 9,737 $803K 0.01% +630 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,098 shares; 2024Q4: 32,729 shares; 2025Q1: 19,231 shares; 2025Q2: 78,680 shares; 2025Q3: 74,309 shares 74,309 $803K 0.01% -4,371 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,184 shares; 2024Q4: 35,216 shares; 2025Q1: 39,662 shares; 2025Q2: 40,499 shares; 2025Q3: 39,911 shares 39,911 $801K 0.01% -588 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,695 shares; 2025Q2: 49,933 shares; 2025Q3: 49,788 shares 49,788 $794K 0.01% -145 Timeline SDCI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,437 shares; 2025Q3: 34,234 shares 34,234 $787K 0.01% +2,797 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,383 shares; 2024Q4: 26,535 shares; 2025Q1: 24,028 shares; 2025Q2: 28,620 shares; 2025Q3: 31,722 shares 31,722 $787K 0.01% +3,102 Timeline AGQI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,896 shares 48,896 $783K 0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,682 shares; 2024Q4: 7,437 shares; 2025Q1: 7,253 shares; 2025Q2: 6,942 shares; 2025Q3: 7,121 shares 7,121 $782K 0.01% +179 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,097 shares; 2024Q4: 16,925 shares; 2025Q1: 16,620 shares; 2025Q2: 19,634 shares; 2025Q3: 19,374 shares 19,374 $782K 0.01% -260 Timeline FLOT 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: 15,579 shares; 2024Q4: 15,338 shares; 2025Q1: 15,684 shares; 2025Q2: 15,219 shares; 2025Q3: 15,216 shares 15,216 $777K 0.01% -3 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,682 shares; 2025Q3: 26,467 shares 26,467 $777K 0.01% -215 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,979 shares; 2024Q4: 34,992 shares; 2025Q1: 39,255 shares; 2025Q2: 39,187 shares; 2025Q3: 38,627 shares 38,627 $776K 0.01% -560 Timeline USAU U S GOLD CORP More: the full row for U S GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,500 shares; 2024Q4: 54,400 shares; 2025Q1: 50,950 shares; 2025Q2: 49,400 shares; 2025Q3: 46,750 shares 46,750 $770K 0.01% -2,650 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: 10,715 shares; 2025Q3: 16,054 shares 16,054 $769K 0.01% +5,339 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 13,189 shares; 2025Q1: 17,701 shares; 2025Q2: 19,496 shares; 2025Q3: 19,274 shares 19,274 $764K 0.01% -222 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 3,675 shares; 2025Q1: 6,237 shares; 2025Q2: 11,003 shares; 2025Q3: 9,327 shares 9,327 $758K 0.01% -1,676 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 28,042 shares; 2025Q1: 28,042 shares; 2025Q2: 28,042 shares; 2025Q3: 28,130 shares 28,130 $755K 0.01% +88 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: 13,519 shares; 2024Q4: 11,194 shares; 2025Q1: 11,267 shares; 2025Q2: 10,290 shares; 2025Q3: 10,310 shares 10,310 $753K 0.01% +20 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,124 shares; 2025Q2: 18,434 shares; 2025Q3: 18,362 shares 18,362 $753K 0.01% -72 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: 20,336 shares 20,336 $752K 0.01% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,711 shares; 2025Q1: 27,803 shares; 2025Q2: 26,816 shares; 2025Q3: 30,770 shares 30,770 $752K 0.01% +3,954 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,809 shares 17,809 $751K 0.01% new Timeline MGOV 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: not reported; 2025Q3: 36,298 shares 36,298 $743K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,635 shares; 2025Q1: 7,343 shares; 2025Q2: 5,927 shares; 2025Q3: 5,963 shares 5,963 $742K 0.01% +36 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 2,769 shares; 2025Q1: 2,703 shares; 2025Q2: 3,451 shares; 2025Q3: 3,559 shares 3,559 $741K 0.01% +108 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,020 shares; 2024Q4: 49,087 shares; 2025Q1: 47,349 shares; 2025Q2: 46,318 shares; 2025Q3: 45,443 shares 45,443 $741K 0.01% -875 Timeline GJUL 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: 7,974 shares; 2024Q4: 7,974 shares; 2025Q1: 7,791 shares; 2025Q2: 7,791 shares; 2025Q3: 18,196 shares 18,196 $738K 0.01% +10,405 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,949 shares; 2025Q2: 27,270 shares; 2025Q3: 29,174 shares 29,174 $738K 0.01% +1,904 Timeline MBB 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: 7,963 shares; 2024Q4: 8,828 shares; 2025Q1: 7,345 shares; 2025Q2: 7,752 shares; 2025Q3: 7,731 shares 7,731 $737K 0.01% -21 Timeline TIPT TIPTREE INC More: the full row for TIPTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,547 shares; 2024Q4: 38,547 shares; 2025Q1: 38,447 shares; 2025Q2: 38,447 shares; 2025Q3: 38,447 shares 38,447 $737K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,787 shares; 2025Q1: 4,288 shares; 2025Q2: 4,972 shares; 2025Q3: 3,701 shares 3,701 $734K 0.01% -1,271 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,180 shares; 2025Q1: 5,908 shares; 2025Q2: 7,797 shares; 2025Q3: 7,235 shares 7,235 $733K 0.01% -562 Timeline DDIV 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: 16,352 shares; 2024Q4: 16,492 shares; 2025Q1: 18,546 shares; 2025Q2: 17,830 shares; 2025Q3: 18,224 shares 18,224 $732K 0.01% +394 Timeline FEX 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: 5,727 shares; 2024Q4: 5,721 shares; 2025Q1: 5,844 shares; 2025Q2: 5,772 shares; 2025Q3: 6,265 shares 6,265 $732K 0.01% +493 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,119 shares 11,119 $732K 0.01% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,796 shares; 2025Q1: 3,720 shares; 2025Q2: 3,644 shares; 2025Q3: 3,674 shares 3,674 $729K 0.01% +30 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: 24,045 shares; 2024Q4: 23,042 shares; 2025Q1: 23,304 shares; 2025Q2: 22,281 shares; 2025Q3: 27,640 shares 27,640 $729K 0.01% +5,359 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 5,640 shares; 2025Q1: 2,781 shares; 2025Q2: 3,159 shares; 2025Q3: 3,292 shares 3,292 $726K 0.01% +133 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,900 shares; 2025Q3: 50,800 shares 50,800 $721K 0.01% +23,900 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: 6,215 shares; 2025Q1: 6,751 shares; 2025Q2: 8,654 shares; 2025Q3: 8,511 shares 8,511 $719K 0.01% -143 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: 6,970 shares; 2024Q4: 7,035 shares; 2025Q1: 7,009 shares; 2025Q2: 6,715 shares; 2025Q3: 2,495 shares 2,495 $716K 0.01% -4,220 Timeline BSBR BANCO SANTANDER BRASIL S A More: the full row for BANCO SANTANDER BRASIL S A 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: 130,433 shares; 2025Q2: 127,365 shares; 2025Q3: 127,691 shares 127,691 $714K 0.01% +326 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 10,341 shares; 2025Q1: 10,391 shares; 2025Q2: 10,950 shares; 2025Q3: 11,058 shares 11,058 $712K 0.01% +108 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,298 shares; 2024Q4: 19,304 shares; 2025Q1: 19,310 shares; 2025Q2: 19,317 shares; 2025Q3: 19,131 shares 19,131 $712K 0.01% -186 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,511 shares; 2024Q4: 13,316 shares; 2025Q1: 10,706 shares; 2025Q2: 16,005 shares; 2025Q3: 15,777 shares 15,777 $711K 0.01% -228 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 10,172 shares; 2025Q3: 2,996 shares 2,996 $707K 0.01% -7,176 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 5,381 shares; 2025Q1: 4,818 shares; 2025Q2: 4,603 shares; 2025Q3: 4,961 shares 4,961 $706K 0.01% +358 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM 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: 28,371 shares; 2025Q3: 28,122 shares 28,122 $706K 0.01% -249 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 8,155 shares; 2025Q1: 8,623 shares; 2025Q2: 8,673 shares; 2025Q3: 8,446 shares 8,446 $705K 0.01% -227 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 9,990 shares; 2025Q1: 8,537 shares; 2025Q2: 8,387 shares; 2025Q3: 8,387 shares 8,387 $699K 0.01% 0 Timeline CSM 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: not reported; 2024Q4: 8,436 shares; 2025Q1: 8,720 shares; 2025Q2: 9,218 shares; 2025Q3: 9,077 shares 9,077 $696K 0.01% -141 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 15,043 shares; 2025Q1: 16,507 shares; 2025Q2: 45,682 shares; 2025Q3: 16,105 shares 16,105 $695K 0.01% -29,577 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,891 shares; 2024Q4: 7,060 shares; 2025Q1: 12,852 shares; 2025Q2: 12,848 shares; 2025Q3: 11,802 shares 11,802 $693K 0.01% -1,046 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: 23,014 shares; 2024Q4: 23,925 shares; 2025Q1: 23,092 shares; 2025Q2: 55,044 shares; 2025Q3: 28,101 shares 28,101 $692K 0.01% -26,943 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,487 shares; 2025Q3: 9,839 shares 9,839 $691K 0.01% +4,352 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 5,229 shares; 2025Q1: 6,363 shares; 2025Q2: 5,153 shares; 2025Q3: 4,985 shares 4,985 $691K 0.01% -168 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,581 shares 6,581 $690K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,879 shares; 2025Q1: 3,828 shares; 2025Q2: 3,644 shares; 2025Q3: 3,611 shares 3,611 $690K 0.01% -33 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 12,520 shares; 2025Q1: 12,222 shares; 2025Q2: 12,678 shares; 2025Q3: 13,685 shares 13,685 $690K 0.01% +1,007 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: 46,955 shares; 2024Q4: 55,889 shares; 2025Q1: 63,563 shares; 2025Q2: 70,726 shares; 2025Q3: 82,665 shares 82,665 $684K 0.01% +11,939 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 6,018 shares; 2025Q1: 19,997 shares; 2025Q2: 28,593 shares; 2025Q3: 8,691 shares 8,691 $683K 0.01% -19,902 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: not reported; 2024Q4: not reported; 2025Q1: 14,589 shares; 2025Q2: 14,293 shares; 2025Q3: 14,173 shares 14,173 $677K 0.01% -120 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 13,738 shares; 2025Q1: 7,970 shares; 2025Q2: 7,042 shares; 2025Q3: 8,338 shares 8,338 $673K 0.01% +1,296 Timeline IJK 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: 2,383 shares; 2025Q1: 2,592 shares; 2025Q2: 6,504 shares; 2025Q3: 6,940 shares 6,940 $667K 0.01% +436 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,254 shares; 2025Q2: 25,254 shares; 2025Q3: 25,254 shares 25,254 $666K 0.01% 0 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: 9,583 shares; 2024Q4: 9,977 shares; 2025Q1: 9,985 shares; 2025Q2: 9,429 shares; 2025Q3: 9,356 shares 9,356 $665K 0.01% -73 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,387 shares; 2025Q1: 13,900 shares; 2025Q2: 15,319 shares; 2025Q3: 15,111 shares 15,111 $664K 0.01% -208 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,935 shares; 2024Q4: 8,874 shares; 2025Q1: not reported; 2025Q2: 22,540 shares; 2025Q3: 12,738 shares 12,738 $663K 0.01% -9,802 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 4,322 shares; 2025Q1: 5,833 shares; 2025Q2: 17,594 shares; 2025Q3: 6,373 shares 6,373 $659K 0.01% -11,221 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,368 shares; 2024Q4: 15,122 shares; 2025Q1: 14,398 shares; 2025Q2: 14,843 shares; 2025Q3: 12,410 shares 12,410 $659K 0.01% -2,433 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,976 shares; 2024Q4: 13,307 shares; 2025Q1: 14,620 shares; 2025Q2: 14,685 shares; 2025Q3: 15,869 shares 15,869 $656K 0.01% +1,184 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,030 shares; 2024Q4: 6,998 shares; 2025Q1: 6,943 shares; 2025Q2: 7,375 shares; 2025Q3: 7,542 shares 7,542 $655K 0.01% +167 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,369 shares; 2024Q4: 42,238 shares; 2025Q1: 35,724 shares; 2025Q2: 53,948 shares; 2025Q3: 66,470 shares 66,470 $651K 0.01% +12,522 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,664 shares; 2024Q4: 18,710 shares; 2025Q1: 18,710 shares; 2025Q2: 18,711 shares; 2025Q3: 18,711 shares 18,711 $649K 0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,700 shares; 2025Q3: 33,988 shares 33,988 $648K 0.01% +6,288 Timeline AADR 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: 5,836 shares; 2024Q4: 6,189 shares; 2025Q1: 6,762 shares; 2025Q2: 7,740 shares; 2025Q3: 7,452 shares 7,452 $647K 0.01% -288 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 11,275 shares; 2025Q3: 14,452 shares 14,452 $639K 0.01% +3,177 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 2,523 shares 2,523 $639K 0.01% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 16,165 shares; 2025Q1: 13,939 shares; 2025Q2: 19,021 shares; 2025Q3: 21,512 shares 21,512 $637K 0.01% +2,491 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,736 shares; 2025Q2: 46,084 shares; 2025Q3: 12,522 shares 12,522 $637K 0.01% -33,562 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 6,356 shares; 2025Q1: 5,936 shares; 2025Q2: 6,781 shares; 2025Q3: 6,541 shares 6,541 $635K 0.01% -240 Timeline FDEC 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: 10,455 shares; 2024Q4: 12,443 shares; 2025Q1: 12,677 shares; 2025Q2: 12,945 shares; 2025Q3: 12,889 shares 12,889 $635K 0.01% -56 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,439 shares; 2025Q1: 8,589 shares; 2025Q2: 13,693 shares; 2025Q3: 18,126 shares 18,126 $628K 0.01% +4,433 Timeline QJUN 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: 21,101 shares; 2024Q4: 21,101 shares; 2025Q1: 21,101 shares; 2025Q2: 20,926 shares; 2025Q3: 20,176 shares 20,176 $628K 0.01% -750 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,930 shares 17,930 $627K 0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 4,728 shares; 2025Q1: 4,156 shares; 2025Q2: 2,103 shares; 2025Q3: 2,068 shares 2,068 $627K 0.01% -35 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,204 shares; 2025Q1: 15,142 shares; 2025Q2: 18,508 shares; 2025Q3: 15,624 shares 15,624 $626K 0.01% -2,884 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: not reported; 2024Q4: not reported; 2025Q1: 38,626 shares; 2025Q2: 37,303 shares; 2025Q3: 37,369 shares 37,369 $626K 0.01% +66 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 1,094 shares; 2025Q1: 965 shares; 2025Q2: 1,791 shares; 2025Q3: 1,775 shares 1,775 $623K 0.01% -16 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: 7,579 shares; 2024Q4: 7,459 shares; 2025Q1: 7,765 shares; 2025Q2: 6,814 shares; 2025Q3: 6,541 shares 6,541 $617K 0.01% -273 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 45,288 shares; 2025Q1: 26,426 shares; 2025Q2: 27,356 shares; 2025Q3: 27,143 shares 27,143 $614K 0.01% -213 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,979 shares; 2024Q4: 9,045 shares; 2025Q1: 11,121 shares; 2025Q2: 13,487 shares; 2025Q3: 13,490 shares 13,490 $613K 0.01% +3 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: 9,006 shares; 2024Q4: 9,007 shares; 2025Q1: 8,912 shares; 2025Q2: 8,912 shares; 2025Q3: 8,962 shares 8,962 $613K 0.01% +50 Timeline BIL 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: 3,773 shares; 2024Q4: 4,858 shares; 2025Q1: 4,666 shares; 2025Q2: 5,830 shares; 2025Q3: 6,672 shares 6,672 $612K 0.01% +842 Timeline SPHD 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: 16,177 shares; 2024Q4: 16,340 shares; 2025Q1: 14,322 shares; 2025Q2: 14,727 shares; 2025Q3: 12,369 shares 12,369 $612K 0.01% -2,358 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,679 shares; 2025Q3: 17,195 shares 17,195 $610K 0.01% +9,516 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,964 shares; 2025Q1: 3,221 shares; 2025Q2: 3,391 shares; 2025Q3: 3,613 shares 3,613 $609K 0.01% +222 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,394 shares; 2024Q4: 12,612 shares; 2025Q1: 11,934 shares; 2025Q2: 11,671 shares; 2025Q3: 16,115 shares 16,115 $609K 0.01% +4,444 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,458 shares; 2025Q3: 17,572 shares 17,572 $609K 0.01% +1,114 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: 5,109 shares; 2024Q4: 5,191 shares; 2025Q1: 6,706 shares; 2025Q2: 7,497 shares; 2025Q3: 7,285 shares 7,285 $609K 0.01% -212 Timeline GFEB 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: 6,835 shares; 2024Q4: 6,380 shares; 2025Q1: 6,380 shares; 2025Q2: 15,150 shares; 2025Q3: 15,000 shares 15,000 $609K 0.01% -150 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,091 shares; 2025Q1: 4,536 shares; 2025Q2: 4,492 shares; 2025Q3: 5,920 shares 5,920 $604K 0.01% +1,428 Timeline GNSS GENASYS INC More: the full row for GENASYS 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: 226,400 shares; 2025Q3: 246,150 shares 246,150 $603K 0.01% +19,750 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,680 shares; 2025Q3: 9,227 shares 9,227 $598K 0.01% +5,547 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 5,745 shares; 2025Q1: 6,811 shares; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares 6,717 $597K 0.01% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,189 shares; 2025Q3: 14,439 shares 14,439 $597K 0.01% +4,250 Timeline VPU 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: 2,615 shares; 2024Q4: 3,825 shares; 2025Q1: 4,261 shares; 2025Q2: 4,355 shares; 2025Q3: 3,111 shares 3,111 $590K 0.01% -1,244 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,293 shares; 2024Q4: 31,604 shares; 2025Q1: 30,215 shares; 2025Q2: 46,771 shares; 2025Q3: 39,355 shares 39,355 $588K 0.01% -7,416 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,122 shares; 2024Q4: 14,217 shares; 2025Q1: 15,640 shares; 2025Q2: 26,617 shares; 2025Q3: 22,513 shares 22,513 $587K 0.01% -4,104 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,701 shares; 2024Q4: 6,707 shares; 2025Q1: 10,983 shares; 2025Q2: 12,079 shares; 2025Q3: 5,578 shares 5,578 $586K 0.01% -6,501 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,794 shares; 2025Q3: 17,055 shares 17,055 $584K 0.01% +1,261 Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 39,379 shares 39,379 $582K 0.01% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,857 shares; 2025Q1: 3,551 shares; 2025Q2: 3,355 shares; 2025Q3: 3,366 shares 3,366 $582K 0.01% +11 Timeline GLU GABELLI GLOBAL UTIL & INCOME More: the full row for GABELLI GLOBAL UTIL & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,425 shares; 2024Q4: 32,425 shares; 2025Q1: 32,572 shares; 2025Q2: 32,572 shares; 2025Q3: 32,072 shares 32,072 $581K 0.01% -500 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 2,574 shares; 2025Q2: 4,757 shares; 2025Q3: 1,536 shares 1,536 $579K 0.01% -3,221 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,550 shares; 2025Q1: not reported; 2025Q2: 44,514 shares; 2025Q3: 41,145 shares 41,145 $574K 0.01% -3,369 ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,156 shares; 2024Q4: 3,125 shares; 2025Q1: 4,542 shares; 2025Q2: 4,665 shares; 2025Q3: 5,314 shares 5,314 $570K 0.01% +649 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,917 shares; 2024Q4: 42,204 shares; 2025Q1: 46,984 shares; 2025Q2: 51,542 shares; 2025Q3: 69,069 shares 69,069 $566K 0.01% +17,527 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: 6,148 shares; 2024Q4: 5,455 shares; 2025Q1: 5,611 shares; 2025Q2: 5,781 shares; 2025Q3: 5,649 shares 5,649 $565K 0.01% -132 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,371 shares; 2024Q4: 14,957 shares; 2025Q1: 20,656 shares; 2025Q2: 6,753 shares; 2025Q3: 6,793 shares 6,793 $564K 0.01% +40 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,434 shares; 2025Q2: 17,888 shares; 2025Q3: 22,736 shares 22,736 $563K 0.01% +4,848 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,689 shares; 2025Q1: 2,674 shares; 2025Q2: 4,106 shares; 2025Q3: 4,019 shares 4,019 $562K 0.01% -87 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,200 shares; 2025Q1: 2,862 shares; 2025Q2: 3,057 shares; 2025Q3: 3,855 shares 3,855 $561K 0.01% +798 Timeline FTXR 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: 15,383 shares; 2025Q3: 15,991 shares 15,991 $561K 0.01% +608 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,537 shares; 2024Q4: 8,719 shares; 2025Q1: 7,765 shares; 2025Q2: 8,065 shares; 2025Q3: 7,843 shares 7,843 $560K 0.01% -222 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,349 shares; 2025Q1: 14,888 shares; 2025Q2: 11,169 shares; 2025Q3: 10,839 shares 10,839 $559K 0.01% -330 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 1,419 shares; 2025Q1: 1,439 shares; 2025Q2: 1,463 shares; 2025Q3: 1,466 shares 1,466 $559K 0.01% +3 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: 6,618 shares; 2024Q4: 6,596 shares; 2025Q1: 5,756 shares; 2025Q2: 5,903 shares; 2025Q3: 5,245 shares 5,245 $558K 0.01% -658 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,594 shares; 2025Q1: 4,595 shares; 2025Q2: 4,547 shares; 2025Q3: 4,548 shares 4,548 $555K 0.01% +1 Timeline SPHQ 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: 13,791 shares; 2024Q4: 13,861 shares; 2025Q1: 8,463 shares; 2025Q2: 6,638 shares; 2025Q3: 7,529 shares 7,529 $552K 0.01% +891 Timeline IUSB 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: 10,208 shares; 2024Q4: 17,163 shares; 2025Q1: 9,362 shares; 2025Q2: 9,558 shares; 2025Q3: 11,787 shares 11,787 $551K 0.01% +2,229 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: 13,377 shares; 2024Q4: 13,338 shares; 2025Q1: 20,376 shares; 2025Q2: 23,242 shares; 2025Q3: 22,935 shares 22,935 $550K 0.01% -307 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,410 shares; 2025Q1: 4,237 shares; 2025Q2: 5,936 shares; 2025Q3: 2,927 shares 2,927 $549K 0.01% -3,009 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 17,038 shares; 2025Q1: 22,902 shares; 2025Q2: 12,139 shares; 2025Q3: 11,530 shares 11,530 $548K 0.01% -609 Timeline AFSM 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: 18,450 shares; 2024Q4: 18,450 shares; 2025Q1: 16,718 shares; 2025Q2: 16,718 shares; 2025Q3: 16,718 shares 16,718 $547K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,015 shares; 2025Q3: 3,971 shares 3,971 $547K 0.01% -6,044 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,173 shares 16,173 $545K 0.01% new Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 9,512 shares; 2025Q1: 10,654 shares; 2025Q2: 17,745 shares; 2025Q3: 16,212 shares 16,212 $543K 0.01% -1,533 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,455 shares; 2025Q1: 6,332 shares; 2025Q2: 7,875 shares; 2025Q3: 7,900 shares 7,900 $542K 0.01% +25 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,591 shares; 2025Q1: 2,677 shares; 2025Q2: 3,835 shares; 2025Q3: 3,853 shares 3,853 $541K 0.01% +18 Timeline PFFV 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: 35,088 shares; 2024Q4: 33,238 shares; 2025Q1: 29,533 shares; 2025Q2: 24,078 shares; 2025Q3: 23,374 shares 23,374 $540K 0.01% -704 Timeline GREK 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: not reported; 2025Q3: 8,378 shares 8,378 $540K 0.01% new Timeline IMCG 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: 4,964 shares; 2024Q4: 33,400 shares; 2025Q1: 9,280 shares; 2025Q2: 6,254 shares; 2025Q3: 6,494 shares 6,494 $537K 0.01% +240 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 5,097 shares; 2025Q1: 5,670 shares; 2025Q2: 5,690 shares; 2025Q3: 5,605 shares 5,605 $534K 0.01% -85 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,840 shares; 2025Q1: 4,840 shares; 2025Q2: 5,132 shares; 2025Q3: 6,634 shares 6,634 $532K 0.01% +1,502 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,297 shares; 2025Q2: 4,246 shares; 2025Q3: 3,993 shares 3,993 $529K 0.01% -253 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,615 shares; 2025Q1: 9,594 shares; 2025Q2: 9,456 shares; 2025Q3: 8,820 shares 8,820 $527K 0.01% -636 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: 5,845 shares; 2024Q4: 5,651 shares; 2025Q1: 5,981 shares; 2025Q2: 5,786 shares; 2025Q3: 5,794 shares 5,794 $526K 0.01% +8 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 5,968 shares; 2025Q2: 8,817 shares; 2025Q3: 8,166 shares 8,166 $524K 0.01% -651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,167 shares 3,167 $524K 0.01% +89 Timeline PXJ 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: 13,094 shares; 2024Q4: 19,372 shares; 2025Q1: 22,409 shares; 2025Q2: 20,457 shares; 2025Q3: 19,190 shares 19,190 $523K 0.01% -1,267 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 7,363 shares; 2025Q1: 9,141 shares; 2025Q2: 8,626 shares; 2025Q3: 9,360 shares 9,360 $523K 0.01% +734 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,723 shares; 2025Q2: 16,823 shares; 2025Q3: 16,823 shares 16,823 $522K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 12,365 shares; 2025Q1: 14,563 shares; 2025Q2: 15,038 shares; 2025Q3: 10,948 shares 10,948 $517K 0.01% -4,090 Timeline TPOR DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,362 shares 18,362 $512K 0.01% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,123 shares; 2024Q4: 17,126 shares; 2025Q1: 16,458 shares; 2025Q2: 16,141 shares; 2025Q3: 19,691 shares 19,691 $512K 0.01% +3,550 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 2,963 shares; 2025Q1: 8,126 shares; 2025Q2: 12,501 shares; 2025Q3: 5,042 shares 5,042 $511K 0.01% -7,459 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 9,360 shares; 2025Q3: 11,075 shares 11,075 $511K 0.01% +1,715 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,193 shares; 2024Q4: 8,356 shares; 2025Q1: 5,108 shares; 2025Q2: 5,529 shares; 2025Q3: 5,816 shares 5,816 $510K 0.01% +287 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 15,001 shares; 2025Q1: 10,025 shares; 2025Q2: 17,681 shares; 2025Q3: 18,202 shares 18,202 $508K 0.01% +521 Timeline SPYM 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: 9,787 shares; 2024Q4: 6,243 shares; 2025Q1: 6,494 shares; 2025Q2: 7,265 shares; 2025Q3: 6,470 shares 6,470 $507K 0.01% -795 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 6,294 shares; 2025Q1: 6,390 shares; 2025Q2: 6,433 shares; 2025Q3: 6,381 shares 6,381 $507K 0.01% -52 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,097 shares; 2025Q3: 10,096 shares 10,096 $506K 0.01% +999 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,047 shares; 2025Q3: 15,300 shares 15,300 $502K 0.01% +3,253 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,730 shares; 2025Q2: 9,695 shares; 2025Q3: 11,259 shares 11,259 $501K 0.01% +1,564 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 6,080 shares; 2025Q3: 6,129 shares 6,129 $500K 0.01% +49 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,065 shares; 2024Q4: 160,055 shares; 2025Q1: 163,765 shares; 2025Q2: 161,340 shares; 2025Q3: 160,275 shares 160,275 $500K 0.01% -1,065 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 7,978 shares; 2025Q1: 8,008 shares; 2025Q2: 8,126 shares; 2025Q3: 7,976 shares 7,976 $499K 0.01% -150 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,808 shares; 2024Q4: 28,628 shares; 2025Q1: 6,385 shares; 2025Q2: 5,608 shares; 2025Q3: 5,237 shares 5,237 $497K 0.01% -371 Timeline KBH KB HOME More: the full row for KB HOME 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: 4,498 shares; 2025Q2: 7,830 shares; 2025Q3: 7,790 shares 7,790 $496K 0.01% -40 Timeline VT 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: not reported; 2024Q4: 1,919 shares; 2025Q1: 1,920 shares; 2025Q2: 6,242 shares; 2025Q3: 3,587 shares 3,587 $494K 0.01% -2,655 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: 13,857 shares; 2024Q4: 13,754 shares; 2025Q1: 12,169 shares; 2025Q2: 14,423 shares; 2025Q3: 20,071 shares 20,071 $494K 0.01% +5,648 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 3,909 shares; 2025Q1: 4,398 shares; 2025Q2: 3,894 shares; 2025Q3: 3,845 shares 3,845 $494K 0.01% -49 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,262 shares; 2024Q4: 89,263 shares; 2025Q1: 79,925 shares; 2025Q2: 57,808 shares; 2025Q3: 47,724 shares 47,724 $493K 0.01% -10,084 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,397 shares; 2025Q1: 3,535 shares; 2025Q2: 3,276 shares; 2025Q3: 3,203 shares 3,203 $491K 0.01% -73 Timeline BUFD 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: 8,880 shares; 2024Q4: 8,808 shares; 2025Q1: not reported; 2025Q2: 7,926 shares; 2025Q3: 17,752 shares 17,752 $491K 0.01% +9,826 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,797 shares; 2025Q1: 4,076 shares; 2025Q2: 3,832 shares; 2025Q3: 3,772 shares 3,772 $490K 0.01% -60 Timeline FAUG 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: 8,808 shares; 2024Q4: 8,808 shares; 2025Q1: 8,740 shares; 2025Q2: 8,740 shares; 2025Q3: 9,340 shares 9,340 $485K 0.01% +600 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,592 shares 9,592 $485K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,890 shares; 2025Q3: 36,795 shares 36,795 $484K 0.01% +1,905 Timeline YSEP 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: 18,988 shares; 2024Q4: 18,988 shares; 2025Q1: 18,988 shares; 2025Q2: 18,988 shares; 2025Q3: 18,988 shares 18,988 $484K 0.01% 0 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,258 shares; 2024Q4: 30,301 shares; 2025Q1: 33,552 shares; 2025Q2: 33,706 shares; 2025Q3: 33,053 shares 33,053 $483K 0.01% -653 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,640 shares; 2025Q1: 7,594 shares; 2025Q2: 7,576 shares; 2025Q3: 7,398 shares 7,398 $482K 0.01% -178 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,335 shares; 2025Q1: 2,713 shares; 2025Q2: 2,315 shares; 2025Q3: 2,240 shares 2,240 $481K 0.01% -75 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,115 shares; 2025Q1: 5,882 shares; 2025Q2: 5,627 shares; 2025Q3: 5,507 shares 5,507 $478K 0.01% -120 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,414 shares; 2024Q4: 8,913 shares; 2025Q1: 9,951 shares; 2025Q2: 9,827 shares; 2025Q3: 9,416 shares 9,416 $475K 0.01% -411 Timeline FJUL 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: 9,006 shares; 2024Q4: 7,260 shares; 2025Q1: 7,337 shares; 2025Q2: 6,780 shares; 2025Q3: 8,628 shares 8,628 $472K 0.01% +1,848 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares 6,100 $472K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 2,812 shares; 2025Q2: 3,591 shares; 2025Q3: 3,551 shares 3,551 $472K 0.01% -40 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: not reported; 2024Q4: not reported; 2025Q1: 5,470 shares; 2025Q2: 5,226 shares; 2025Q3: 6,918 shares 6,918 $470K 0.01% +1,692 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,716 shares; 2025Q1: 8,222 shares; 2025Q2: 8,574 shares; 2025Q3: 8,427 shares 8,427 $470K 0.01% -147 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,671 shares; 2025Q1: 7,728 shares; 2025Q2: 7,781 shares; 2025Q3: 7,777 shares 7,777 $467K 0.01% -4 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,176 shares; 2025Q1: 6,659 shares; 2025Q2: 6,424 shares; 2025Q3: 6,079 shares 6,079 $467K 0.01% -345 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,832 shares; 2024Q4: 16,468 shares; 2025Q1: 27,454 shares; 2025Q2: 33,154 shares; 2025Q3: 28,991 shares 28,991 $466K 0.01% -4,163 Timeline VTYX VENTYX BIOSCIENCES INC More: the full row for VENTYX BIOSCIENCES 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: 149,200 shares; 2025Q3: 149,800 shares 149,800 $466K 0.01% +600 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,083 shares 5,083 $464K 0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 5,295 shares; 2025Q1: 6,735 shares; 2025Q2: 6,402 shares; 2025Q3: 6,418 shares 6,418 $464K 0.01% +16 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,089 shares; 2025Q1: 1,096 shares; 2025Q2: 1,101 shares; 2025Q3: 1,105 shares 1,105 $463K 0.01% +4 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,061 shares; 2025Q2: 16,404 shares; 2025Q3: 16,098 shares 16,098 $461K 0.01% -306 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,992 shares; 2025Q3: 14,945 shares 14,945 $460K 0.01% +2,953 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: 7,229 shares; 2025Q2: 6,721 shares; 2025Q3: 7,138 shares 7,138 $460K 0.01% +417 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,234 shares; 2024Q4: 17,056 shares; 2025Q1: 17,005 shares; 2025Q2: 16,567 shares; 2025Q3: 16,059 shares 16,059 $460K 0.01% -508 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: not reported; 2024Q4: not reported; 2025Q1: 13,812 shares; 2025Q2: 17,718 shares; 2025Q3: 18,472 shares 18,472 $459K 0.01% +754 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 5,043 shares; 2025Q3: 5,047 shares 5,047 $458K 0.01% +4 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: 10,065 shares; 2025Q1: 9,660 shares; 2025Q2: 22,713 shares; 2025Q3: 12,236 shares 12,236 $458K 0.01% -10,477 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,403 shares; 2025Q3: 8,954 shares 8,954 $455K 0.01% -449 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,710 shares; 2024Q4: 37,800 shares; 2025Q1: 37,669 shares; 2025Q2: 39,723 shares; 2025Q3: 39,121 shares 39,121 $454K 0.01% -602 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: not reported; 2024Q4: 4,959 shares; 2025Q1: 5,466 shares; 2025Q2: 7,943 shares; 2025Q3: 9,752 shares 9,752 $449K 0.01% +1,809 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,399 shares; 2025Q1: 3,390 shares; 2025Q2: 3,453 shares; 2025Q3: 3,684 shares 3,684 $447K 0.01% +231 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,667 shares; 2025Q3: 5,224 shares 5,224 $446K 0.01% +557 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,330 shares; 2024Q4: 12,472 shares; 2025Q1: 12,260 shares; 2025Q2: 8,025 shares; 2025Q3: 6,084 shares 6,084 $446K 0.01% -1,941 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,166 shares; 2025Q3: 13,386 shares 13,386 $446K 0.01% +1,220 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,563 shares; 2025Q1: 3,522 shares; 2025Q2: 8,538 shares; 2025Q3: 9,075 shares 9,075 $445K 0.01% +537 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 24,200 shares; 2025Q3: 23,650 shares 23,650 $445K 0.01% -550 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares 2,272 $445K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,420 shares; 2025Q1: 1,651 shares; 2025Q2: 2,311 shares; 2025Q3: 2,659 shares 2,659 $444K 0.01% +348 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,383 shares; 2025Q3: 3,403 shares 3,403 $443K 0.01% +20 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 4,289 shares 4,289 $443K 0.01% +1,589 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $441K 0.01% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,310 shares; 2025Q2: 9,759 shares; 2025Q3: 10,262 shares 10,262 $439K 0.01% +503 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,227 shares; 2025Q1: 1,211 shares; 2025Q2: 1,631 shares; 2025Q3: 1,620 shares 1,620 $438K 0.01% -11 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 2,577 shares; 2025Q2: 5,381 shares; 2025Q3: 1,994 shares 1,994 $436K 0.01% -3,387 Timeline PSET 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: 4,675 shares; 2024Q4: 5,205 shares; 2025Q1: 5,505 shares; 2025Q2: 5,705 shares; 2025Q3: 5,705 shares 5,705 $434K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,258 shares; 2024Q4: 27,140 shares; 2025Q1: 33,680 shares; 2025Q2: 36,685 shares; 2025Q3: 32,301 shares 32,301 $434K 0.01% -4,384 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,090 shares; 2024Q4: 28,090 shares; 2025Q1: 28,222 shares; 2025Q2: 27,822 shares; 2025Q3: 25,022 shares 25,022 $433K 0.01% -2,800 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,986 shares; 2025Q1: 7,078 shares; 2025Q2: 6,485 shares; 2025Q3: 6,382 shares 6,382 $432K 0.01% -103 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: 7,212 shares; 2025Q2: 6,666 shares; 2025Q3: 7,116 shares 7,116 $431K 0.01% +450 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,257 shares; 2025Q1: 1,301 shares; 2025Q2: 1,497 shares; 2025Q3: 1,500 shares 1,500 $431K 0.01% +3 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,034 shares; 2024Q4: 75,749 shares; 2025Q1: 57,198 shares; 2025Q2: 59,266 shares; 2025Q3: 58,384 shares 58,384 $430K 0.01% -882 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: 707 shares; 2025Q2: 689 shares; 2025Q3: 938 shares 938 $430K 0.01% +249 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 5,304 shares; 2025Q2: 1,641 shares; 2025Q3: 1,371 shares 1,371 $430K 0.01% -270 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,597 shares; 2025Q3: 7,429 shares 7,429 $428K 0.01% +1,832 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,989 shares; 2025Q3: 61,782 shares 61,782 $427K 0.01% +16,793 Timeline