PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714,944 shares 714,944 $15.2M 0.03% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO 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: 10,048 shares; 2025Q2: 11,581 shares; 2025Q3: 12,416 shares 12,416 $15.2M 0.03% +835 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: 250,835 shares; 2024Q4: 271,780 shares; 2025Q1: 278,726 shares; 2025Q2: 294,126 shares; 2025Q3: 318,421 shares 318,421 $15.2M 0.03% +24,295 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,621 shares; 2024Q4: 129,883 shares; 2025Q1: 539,848 shares; 2025Q2: 525,407 shares; 2025Q3: 534,705 shares 534,705 $15.1M 0.03% +9,298 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,823 shares 54,823 $15.1M 0.03% new Timeline FDN 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: 51,842 shares; 2024Q4: 53,805 shares; 2025Q1: 56,868 shares; 2025Q2: 54,788 shares; 2025Q3: 53,688 shares 53,688 $15M 0.03% -1,100 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,484 shares; 2024Q4: 48,858 shares; 2025Q1: 139,687 shares; 2025Q2: 101,370 shares; 2025Q3: 127,351 shares 127,351 $15M 0.03% +25,981 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,901 shares; 2024Q4: 345,966 shares; 2025Q1: 368,779 shares; 2025Q2: 384,549 shares; 2025Q3: 348,576 shares 348,576 $15M 0.03% -35,973 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,258 shares; 2025Q2: 136,189 shares; 2025Q3: 125,350 shares 125,350 $14.9M 0.03% -10,839 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,190 shares; 2024Q4: 39,179 shares; 2025Q1: 38,797 shares; 2025Q2: 131,567 shares; 2025Q3: 161,346 shares 161,346 $14.8M 0.03% +29,779 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,424 shares; 2024Q4: 314,826 shares; 2025Q1: 313,861 shares; 2025Q2: 305,504 shares; 2025Q3: 304,600 shares 304,600 $14.7M 0.03% -904 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,937 shares; 2024Q4: 641,681 shares; 2025Q1: 353,079 shares; 2025Q2: 323,471 shares; 2025Q3: 285,318 shares 285,318 $14.7M 0.03% -38,153 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,124 shares; 2024Q4: 86,588 shares; 2025Q1: 92,046 shares; 2025Q2: 96,520 shares; 2025Q3: 94,046 shares 94,046 $14.7M 0.03% -2,474 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,141 shares; 2024Q4: 352,938 shares; 2025Q1: 319,821 shares; 2025Q2: 339,683 shares; 2025Q3: 318,619 shares 318,619 $14.6M 0.03% -21,064 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: 280,386 shares 280,386 $14.6M 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,004 shares; 2024Q4: 94,744 shares; 2025Q1: 67,608 shares; 2025Q2: 29,620 shares; 2025Q3: 25,842 shares 25,842 $14.5M 0.03% -3,778 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,155 shares; 2024Q4: 575,230 shares; 2025Q1: 610,014 shares; 2025Q2: 656,632 shares; 2025Q3: 1,133,757 shares 1,133,757 $14.5M 0.03% +477,125 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,620 shares; 2024Q4: 338,517 shares; 2025Q1: 513,502 shares; 2025Q2: 546,696 shares; 2025Q3: 558,227 shares 558,227 $14.4M 0.03% +11,531 Timeline SPYV 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: 267,545 shares; 2024Q4: 271,682 shares; 2025Q1: 258,044 shares; 2025Q2: 262,373 shares; 2025Q3: 259,699 shares 259,699 $14.4M 0.03% -2,674 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,949 shares; 2024Q4: 19,986 shares; 2025Q1: 22,972 shares; 2025Q2: 25,941 shares; 2025Q3: 18,583 shares 18,583 $14.4M 0.03% -7,358 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: 50,305 shares; 2024Q4: 51,053 shares; 2025Q1: 53,822 shares; 2025Q2: 56,208 shares; 2025Q3: 55,912 shares 55,912 $14.3M 0.03% -296 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,298 shares; 2024Q4: 243,227 shares; 2025Q1: 260,535 shares; 2025Q2: 266,789 shares; 2025Q3: 273,830 shares 273,830 $14.3M 0.03% +7,041 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: 32,666 shares; 2024Q4: 92,995 shares; 2025Q1: 71,159 shares; 2025Q2: 62,588 shares; 2025Q3: 45,494 shares 45,494 $14.3M 0.03% -17,094 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772,216 shares; 2024Q4: 843,849 shares; 2025Q1: 879,138 shares; 2025Q2: 895,784 shares; 2025Q3: 915,784 shares 915,784 $14.2M 0.03% +20,000 Timeline MOAT 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: 120,092 shares; 2024Q4: 89,323 shares; 2025Q1: 119,955 shares; 2025Q2: 118,683 shares; 2025Q3: 140,567 shares 140,567 $13.9M 0.03% +21,884 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: 11,666 shares; 2025Q1: 108,757 shares; 2025Q2: 17,616 shares; 2025Q3: 104,680 shares 104,680 $13.9M 0.03% +87,064 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,833 shares; 2024Q4: 38,466 shares; 2025Q1: 55,156 shares; 2025Q2: 227,352 shares; 2025Q3: 115,947 shares 115,947 $13.9M 0.03% -111,405 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS 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: 40,314 shares; 2025Q2: 57,820 shares; 2025Q3: 57,035 shares 57,035 $13.8M 0.03% -785 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,020 shares; 2024Q4: 132,781 shares; 2025Q1: 61,597 shares; 2025Q2: 60,786 shares; 2025Q3: 42,580 shares 42,580 $13.7M 0.03% -18,206 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: 2,165,600 shares; 2024Q4: 151,484 shares; 2025Q1: 191,766 shares; 2025Q2: 181,862 shares; 2025Q3: 171,711 shares 171,711 $13.7M 0.03% -10,151 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,736 shares; 2024Q4: 933,059 shares; 2025Q1: 1,082,314 shares; 2025Q2: 1,150,167 shares; 2025Q3: 1,189,162 shares 1,189,162 $13.7M 0.03% +38,995 Timeline FVD 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: 310,360 shares; 2024Q4: 310,830 shares; 2025Q1: 307,149 shares; 2025Q2: 295,360 shares; 2025Q3: 294,830 shares 294,830 $13.6M 0.03% -530 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808,798 shares; 2024Q4: 795,667 shares; 2025Q1: 752,607 shares; 2025Q2: 750,210 shares; 2025Q3: 772,466 shares 772,466 $13.6M 0.03% +22,256 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: 88,050 shares; 2024Q4: 103,812 shares; 2025Q1: 118,918 shares; 2025Q2: 110,780 shares; 2025Q3: 129,786 shares 129,786 $13.6M 0.03% +19,006 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,838 shares; 2024Q4: 297,586 shares; 2025Q1: 295,793 shares; 2025Q2: 307,626 shares; 2025Q3: 280,223 shares 280,223 $13.5M 0.03% -27,403 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE 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: 155,331 shares; 2025Q3: 207,323 shares 207,323 $13.5M 0.03% +51,992 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: 50,794 shares; 2024Q4: 67,416 shares; 2025Q1: 69,012 shares; 2025Q2: 126,120 shares; 2025Q3: 136,003 shares 136,003 $13.5M 0.03% +9,883 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: 61,725 shares; 2024Q4: 48,097 shares; 2025Q1: 46,240 shares; 2025Q2: 50,356 shares; 2025Q3: 46,855 shares 46,855 $13.5M 0.03% -3,501 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: 768,424 shares; 2024Q4: 605,144 shares; 2025Q1: 565,045 shares; 2025Q2: 330,498 shares; 2025Q3: 165,031 shares 165,031 $13.5M 0.03% -165,467 Timeline XLU 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: 145,327 shares; 2024Q4: 161,972 shares; 2025Q1: 106,615 shares; 2025Q2: 120,665 shares; 2025Q3: 154,251 shares 154,251 $13.5M 0.03% +33,586 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,388 shares; 2024Q4: 555,710 shares; 2025Q1: 579,537 shares; 2025Q2: 565,495 shares; 2025Q3: 571,639 shares 571,639 $13.4M 0.03% +6,144 Timeline IEUR 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: 62,586 shares; 2024Q4: 62,741 shares; 2025Q1: 72,492 shares; 2025Q2: 204,231 shares; 2025Q3: 196,674 shares 196,674 $13.4M 0.03% -7,557 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,764 shares 38,764 $13.4M 0.03% new Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 247,976 shares 247,976 $13.3M 0.03% new 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: not reported; 2024Q4: 75,880 shares; 2025Q1: 126,075 shares; 2025Q2: 130,243 shares; 2025Q3: 130,990 shares 130,990 $13.3M 0.03% +747 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,957 shares; 2024Q4: 30,647 shares; 2025Q1: 33,937 shares; 2025Q2: 42,081 shares; 2025Q3: 41,668 shares 41,668 $13.2M 0.03% -413 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,148 shares; 2024Q4: 12,515 shares; 2025Q1: 35,910 shares; 2025Q2: 49,033 shares; 2025Q3: 47,282 shares 47,282 $13.2M 0.03% -1,751 Timeline AIRR 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: 35,897 shares; 2024Q4: 63,987 shares; 2025Q1: 89,765 shares; 2025Q2: 107,412 shares; 2025Q3: 136,427 shares 136,427 $13.2M 0.03% +29,015 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,613 shares; 2024Q4: 107,802 shares; 2025Q1: 101,663 shares; 2025Q2: 97,743 shares; 2025Q3: 102,679 shares 102,679 $13.2M 0.03% +4,936 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,771 shares; 2024Q4: 602,184 shares; 2025Q1: 633,961 shares; 2025Q2: 617,037 shares; 2025Q3: 619,809 shares 619,809 $13.2M 0.03% +2,772 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,883 shares; 2024Q4: 39,146 shares; 2025Q1: 38,865 shares; 2025Q2: 42,896 shares; 2025Q3: 44,121 shares 44,121 $13.1M 0.03% +1,225 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586,026 shares; 2024Q4: 577,968 shares; 2025Q1: 604,783 shares; 2025Q2: 588,294 shares; 2025Q3: 592,263 shares 592,263 $13.1M 0.03% +3,969 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: 29,519 shares; 2024Q4: 59,446 shares; 2025Q1: 55,561 shares; 2025Q2: 86,110 shares; 2025Q3: 120,393 shares 120,393 $13.1M 0.03% +34,283 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,849 shares; 2024Q4: 495,937 shares; 2025Q1: 515,775 shares; 2025Q2: 504,136 shares; 2025Q3: 506,927 shares 506,927 $13M 0.03% +2,791 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: 117,491 shares; 2024Q4: 112,453 shares; 2025Q1: 116,827 shares; 2025Q2: 92,675 shares; 2025Q3: 87,935 shares 87,935 $13M 0.03% -4,740 Timeline IBDY 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: 492,452 shares; 2024Q4: 484,637 shares; 2025Q1: 505,194 shares; 2025Q2: 492,919 shares; 2025Q3: 494,145 shares 494,145 $13M 0.03% +1,226 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,515 shares; 2024Q4: 1,070,132 shares; 2025Q1: 1,020,762 shares; 2025Q2: 1,253,162 shares; 2025Q3: 1,148,981 shares 1,148,981 $12.9M 0.03% -104,181 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,612 shares; 2024Q4: 172,642 shares; 2025Q1: 186,130 shares; 2025Q2: 255,039 shares; 2025Q3: 254,498 shares 254,498 $12.9M 0.03% -541 Timeline TCAF 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: 198,297 shares; 2024Q4: 269,630 shares; 2025Q1: 300,096 shares; 2025Q2: 319,921 shares; 2025Q3: 338,026 shares 338,026 $12.7M 0.02% +18,105 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: 99,144 shares; 2024Q4: 507,838 shares; 2025Q1: 166,332 shares; 2025Q2: 178,162 shares; 2025Q3: 234,032 shares 234,032 $12.7M 0.02% +55,870 Timeline TLH 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: 180,803 shares; 2024Q4: 181,196 shares; 2025Q1: 123,275 shares; 2025Q2: 119,418 shares; 2025Q3: 123,320 shares 123,320 $12.7M 0.02% +3,902 Timeline LMBS 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: 119,925 shares; 2024Q4: 127,906 shares; 2025Q1: 249,278 shares; 2025Q2: 249,853 shares; 2025Q3: 254,668 shares 254,668 $12.7M 0.02% +4,815 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: 83,940 shares; 2024Q4: 87,727 shares; 2025Q1: 94,678 shares; 2025Q2: 85,256 shares; 2025Q3: 98,180 shares 98,180 $12.7M 0.02% +12,924 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,928 shares; 2024Q4: 1,306,484 shares; 2025Q1: 121,499 shares; 2025Q2: 106,038 shares; 2025Q3: 571,081 shares 571,081 $12.6M 0.02% +465,043 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,821 shares; 2024Q4: 207,281 shares; 2025Q1: 235,721 shares; 2025Q2: 258,467 shares; 2025Q3: 264,075 shares 264,075 $12.5M 0.02% +5,608 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,306 shares; 2024Q4: 36,507 shares; 2025Q1: 152,881 shares; 2025Q2: 186,832 shares; 2025Q3: 185,849 shares 185,849 $12.5M 0.02% -983 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,810 shares; 2024Q4: 54,055 shares; 2025Q1: 39,560 shares; 2025Q2: 33,627 shares; 2025Q3: 39,515 shares 39,515 $12.4M 0.02% +5,888 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: 421,491 shares; 2024Q4: 396,011 shares; 2025Q1: 425,439 shares; 2025Q2: 1,045,392 shares; 2025Q3: 1,071,907 shares 1,071,907 $12.2M 0.02% +26,515 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,370 shares; 2024Q4: 119,203 shares; 2025Q1: 101,636 shares; 2025Q2: 124,345 shares; 2025Q3: 145,100 shares 145,100 $12.2M 0.02% +20,755 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,203 shares; 2025Q1: 70,439 shares; 2025Q2: 69,038 shares; 2025Q3: 52,395 shares 52,395 $12.2M 0.02% -16,643 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,483 shares; 2024Q4: 61,326 shares; 2025Q1: 61,378 shares; 2025Q2: 62,264 shares; 2025Q3: 60,770 shares 60,770 $12.1M 0.02% -1,494 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,969 shares; 2024Q4: 98,460 shares; 2025Q1: 101,128 shares; 2025Q2: 101,258 shares; 2025Q3: 102,393 shares 102,393 $12.1M 0.02% +1,135 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,863 shares; 2024Q4: 434,598 shares; 2025Q1: 461,414 shares; 2025Q2: 491,554 shares; 2025Q3: 623,222 shares 623,222 $12.1M 0.02% +131,668 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: 14,719 shares; 2024Q4: 70,485 shares; 2025Q1: 110,615 shares; 2025Q2: 268,090 shares; 2025Q3: 236,247 shares 236,247 $12.1M 0.02% -31,843 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,431 shares; 2024Q4: 345,592 shares; 2025Q1: 331,059 shares; 2025Q2: 417,336 shares; 2025Q3: 383,110 shares 383,110 $12M 0.02% -34,226 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,352 shares; 2024Q4: 365,917 shares; 2025Q1: 422,126 shares; 2025Q2: 604,464 shares; 2025Q3: 623,914 shares 623,914 $12M 0.02% +19,450 Timeline SCHD 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: 123,393 shares; 2024Q4: 443,228 shares; 2025Q1: 475,536 shares; 2025Q2: 413,294 shares; 2025Q3: 440,853 shares 440,853 $12M 0.02% +27,559 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,258 shares; 2024Q4: 138,237 shares; 2025Q1: 151,381 shares; 2025Q2: 157,942 shares; 2025Q3: 179,469 shares 179,469 $12M 0.02% +21,527 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: 304,076 shares; 2024Q4: 29,562 shares; 2025Q1: 129,013 shares; 2025Q2: 128,969 shares; 2025Q3: 131,406 shares 131,406 $11.9M 0.02% +2,437 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: 162,387 shares; 2024Q4: 949,263 shares; 2025Q1: 714,711 shares; 2025Q2: 350,466 shares; 2025Q3: 409,280 shares 409,280 $11.8M 0.02% +58,814 Timeline AVUV 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: 107,699 shares; 2024Q4: 126,832 shares; 2025Q1: 137,624 shares; 2025Q2: 115,352 shares; 2025Q3: 118,625 shares 118,625 $11.8M 0.02% +3,273 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: 123,269 shares; 2024Q4: 145,305 shares; 2025Q1: 269,012 shares; 2025Q2: 266,655 shares; 2025Q3: 251,413 shares 251,413 $11.7M 0.02% -15,242 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,425 shares; 2024Q4: 585,452 shares; 2025Q1: 626,732 shares; 2025Q2: 645,225 shares; 2025Q3: 630,771 shares 630,771 $11.6M 0.02% -14,454 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 53,634 shares; 2025Q1: 52,326 shares; 2025Q2: 49,685 shares; 2025Q3: 44,730 shares 44,730 $11.6M 0.02% -4,955 Timeline SCHG 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: 65,562 shares; 2024Q4: 284,563 shares; 2025Q1: 341,357 shares; 2025Q2: 350,744 shares; 2025Q3: 362,595 shares 362,595 $11.6M 0.02% +11,851 Timeline BUFR 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: 274,173 shares; 2024Q4: 292,532 shares; 2025Q1: 301,691 shares; 2025Q2: 321,508 shares; 2025Q3: 345,866 shares 345,866 $11.6M 0.02% +24,358 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: 122,508 shares; 2024Q4: 374,985 shares; 2025Q1: 381,409 shares; 2025Q2: 386,402 shares; 2025Q3: 389,060 shares 389,060 $11.5M 0.02% +2,658 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: 56,098 shares; 2024Q4: 55,777 shares; 2025Q1: 60,117 shares; 2025Q2: 57,952 shares; 2025Q3: 61,318 shares 61,318 $11.5M 0.02% +3,366 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,564 shares; 2024Q4: 158,694 shares; 2025Q1: 174,844 shares; 2025Q2: 189,116 shares; 2025Q3: 187,231 shares 187,231 $11.5M 0.02% -1,885 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,590 shares; 2024Q4: 58,872 shares; 2025Q1: 64,506 shares; 2025Q2: 64,776 shares; 2025Q3: 73,779 shares 73,779 $11.4M 0.02% +9,003 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,555 shares; 2024Q4: 217,404 shares; 2025Q1: 212,949 shares; 2025Q2: 210,644 shares; 2025Q3: 208,232 shares 208,232 $11.4M 0.02% -2,412 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,475 shares; 2024Q4: 209,568 shares; 2025Q1: 218,419 shares; 2025Q2: 206,149 shares; 2025Q3: 201,587 shares 201,587 $11.4M 0.02% -4,562 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,482 shares; 2024Q4: 156,360 shares; 2025Q1: 173,314 shares; 2025Q2: 184,126 shares; 2025Q3: 189,105 shares 189,105 $11.3M 0.02% +4,979 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS 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: 379,157 shares; 2025Q3: 745,958 shares 745,958 $11.2M 0.02% +366,801 Timeline BIV 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: 131,658 shares; 2024Q4: 174,279 shares; 2025Q1: 139,316 shares; 2025Q2: 142,808 shares; 2025Q3: 143,941 shares 143,941 $11.2M 0.02% +1,133 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,618 shares; 2024Q4: 111,555 shares; 2025Q1: 569,812 shares; 2025Q2: 456,834 shares; 2025Q3: 851,494 shares 851,494 $11.2M 0.02% +394,660 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,482 shares; 2024Q4: 590,104 shares; 2025Q1: 585,604 shares; 2025Q2: 589,204 shares; 2025Q3: 578,500 shares 578,500 $11.2M 0.02% -10,704 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162,947 shares; 2025Q1: 343,048 shares; 2025Q2: 454,457 shares; 2025Q3: 447,767 shares 447,767 $11.1M 0.02% -6,690 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205,519 shares; 2025Q2: 85,964 shares; 2025Q3: 98,653 shares 98,653 $11.1M 0.02% +12,689 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,024 shares; 2024Q4: 779,071 shares; 2025Q1: 818,059 shares; 2025Q2: 840,728 shares; 2025Q3: 848,134 shares 848,134 $11.1M 0.02% +7,406 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: 103,204 shares; 2024Q4: 108,553 shares; 2025Q1: 133,554 shares; 2025Q2: 134,937 shares; 2025Q3: 138,471 shares 138,471 $11.1M 0.02% +3,534 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: 299,798 shares; 2024Q4: 437,397 shares; 2025Q1: 471,549 shares; 2025Q2: 432,746 shares; 2025Q3: 315,007 shares 315,007 $11M 0.02% -117,739 Timeline HYG 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: 131,597 shares; 2024Q4: 134,190 shares; 2025Q1: 137,998 shares; 2025Q2: 141,910 shares; 2025Q3: 136,008 shares 136,008 $11M 0.02% -5,902 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,193 shares; 2024Q4: 597,009 shares; 2025Q1: 518,949 shares; 2025Q2: 500,084 shares; 2025Q3: 381,195 shares 381,195 $11M 0.02% -118,889 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,394 shares; 2024Q4: 30,374 shares; 2025Q1: 37,871 shares; 2025Q2: 88,247 shares; 2025Q3: 85,961 shares 85,961 $10.9M 0.02% -2,286 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,770 shares; 2024Q4: 221,667 shares; 2025Q1: 231,454 shares; 2025Q2: 243,871 shares; 2025Q3: 264,432 shares 264,432 $10.9M 0.02% +20,561 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: 46,666 shares; 2024Q4: 52,147 shares; 2025Q1: 128,448 shares; 2025Q2: 182,572 shares; 2025Q3: 233,685 shares 233,685 $10.7M 0.02% +51,113 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,827 shares; 2024Q4: 21,993 shares; 2025Q1: 21,452 shares; 2025Q2: 24,633 shares; 2025Q3: 490,905 shares 490,905 $10.7M 0.02% +466,272 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,613 shares; 2024Q4: 56,020 shares; 2025Q1: 57,754 shares; 2025Q2: 79,564 shares; 2025Q3: 83,040 shares 83,040 $10.7M 0.02% +3,476 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,367 shares; 2024Q4: 145,209 shares; 2025Q1: 102,958 shares; 2025Q2: 114,682 shares; 2025Q3: 112,784 shares 112,784 $10.6M 0.02% -1,898 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: 161,605 shares; 2024Q4: 103,548 shares; 2025Q1: 120,083 shares; 2025Q2: 123,020 shares; 2025Q3: 128,150 shares 128,150 $10.6M 0.02% +5,130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,681 shares; 2025Q3: 111,890 shares 111,890 $10.6M 0.02% -25,791 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS 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: 343,783 shares 343,783 $10.5M 0.02% new 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: 45,257 shares; 2024Q4: 51,022 shares; 2025Q1: 88,638 shares; 2025Q2: 103,235 shares; 2025Q3: 124,077 shares 124,077 $10.4M 0.02% +20,842 Timeline GSLC 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: 45,578 shares; 2024Q4: 48,532 shares; 2025Q1: 48,335 shares; 2025Q2: 61,637 shares; 2025Q3: 79,167 shares 79,167 $10.3M 0.02% +17,530 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,858 shares; 2024Q4: 185,372 shares; 2025Q1: 189,343 shares; 2025Q2: 479,414 shares; 2025Q3: 635,149 shares 635,149 $10.3M 0.02% +155,735 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,335 shares; 2024Q4: 86,355 shares; 2025Q1: 128,691 shares; 2025Q2: 154,729 shares; 2025Q3: 117,324 shares 117,324 $10.3M 0.02% -37,405 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,921 shares; 2024Q4: 395,012 shares; 2025Q1: 414,490 shares; 2025Q2: 412,365 shares; 2025Q3: 350,272 shares 350,272 $10.3M 0.02% -62,093 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,936 shares; 2024Q4: 115,684 shares; 2025Q1: 124,273 shares; 2025Q2: 165,454 shares; 2025Q3: 193,431 shares 193,431 $10.3M 0.02% +27,977 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,037 shares; 2025Q3: 119,886 shares 119,886 $10.2M 0.02% +19,849 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: 105,838 shares; 2024Q4: 113,022 shares; 2025Q1: 120,313 shares; 2025Q2: 129,109 shares; 2025Q3: 129,252 shares 129,252 $10.1M 0.02% +143 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: 512,723 shares; 2024Q4: 492,419 shares; 2025Q1: 707,285 shares; 2025Q2: 1,302,693 shares; 2025Q3: 769,058 shares 769,058 $10.1M 0.02% -533,635 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,822 shares; 2025Q1: 152,574 shares; 2025Q2: 180,375 shares; 2025Q3: 255,470 shares 255,470 $10.1M 0.02% +75,095 Timeline GSEW 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: not reported; 2024Q4: not reported; 2025Q1: 45,349 shares; 2025Q2: 133,092 shares; 2025Q3: 118,590 shares 118,590 $10.1M 0.02% -14,502 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,391 shares; 2024Q4: 107,654 shares; 2025Q1: 104,677 shares; 2025Q2: 108,580 shares; 2025Q3: 118,257 shares 118,257 $10M 0.02% +9,677 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,200 shares; 2024Q4: 49,591 shares; 2025Q1: 44,385 shares; 2025Q2: 104,682 shares; 2025Q3: 83,410 shares 83,410 $10M 0.02% -21,272 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: 114,489 shares; 2024Q4: 113,878 shares; 2025Q1: 96,377 shares; 2025Q2: 91,987 shares; 2025Q3: 102,816 shares 102,816 $9.98M 0.02% +10,829 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,842 shares; 2025Q1: 178,365 shares; 2025Q2: 211,063 shares; 2025Q3: 207,285 shares 207,285 $9.94M 0.02% -3,778 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,759 shares 13,759 $9.89M 0.02% new 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: 22,786 shares; 2024Q4: 22,734 shares; 2025Q1: 26,078 shares; 2025Q2: 55,703 shares; 2025Q3: 72,379 shares 72,379 $9.8M 0.02% +16,676 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: 223,486 shares; 2025Q3: 203,383 shares 203,383 $9.74M 0.02% -20,103 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,867 shares; 2024Q4: 89,572 shares; 2025Q1: 90,503 shares; 2025Q2: 115,356 shares; 2025Q3: 148,531 shares 148,531 $9.63M 0.02% +33,175 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: 24,971 shares; 2024Q4: 37,135 shares; 2025Q1: 48,465 shares; 2025Q2: 164,654 shares; 2025Q3: 150,485 shares 150,485 $9.53M 0.02% -14,169 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,613 shares; 2024Q4: 38,431 shares; 2025Q1: 40,451 shares; 2025Q2: 42,126 shares; 2025Q3: 40,637 shares 40,637 $9.5M 0.02% -1,489 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: 123,434 shares; 2024Q4: 152,802 shares; 2025Q1: 169,644 shares; 2025Q2: 184,021 shares; 2025Q3: 189,800 shares 189,800 $9.48M 0.02% +5,779 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,426 shares; 2024Q4: 38,873 shares; 2025Q1: 32,636 shares; 2025Q2: 31,109 shares; 2025Q3: 36,372 shares 36,372 $9.47M 0.02% +5,263 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,991 shares; 2024Q4: 186,009 shares; 2025Q1: 120,779 shares; 2025Q2: 124,852 shares; 2025Q3: 145,373 shares 145,373 $9.45M 0.02% +20,521 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: 502,173 shares; 2024Q4: 520,306 shares; 2025Q1: 862,074 shares; 2025Q2: 519,399 shares; 2025Q3: 813,910 shares 813,910 $9.44M 0.02% +294,511 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: 84,601 shares; 2024Q4: 89,273 shares; 2025Q1: 77,488 shares; 2025Q2: 90,267 shares; 2025Q3: 174,195 shares 174,195 $9.42M 0.02% +83,928 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,201 shares; 2024Q4: 797,894 shares; 2025Q1: 566,352 shares; 2025Q2: 653,179 shares; 2025Q3: 435,020 shares 435,020 $9.36M 0.02% -218,159 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,710 shares; 2024Q4: 148,427 shares; 2025Q1: 147,089 shares; 2025Q2: 167,314 shares; 2025Q3: 164,362 shares 164,362 $9.35M 0.02% -2,952 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,452 shares; 2024Q4: 10,528 shares; 2025Q1: 16,944 shares; 2025Q2: 17,623 shares; 2025Q3: 40,994 shares 40,994 $9.31M 0.02% +23,371 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,610 shares; 2024Q4: 164,798 shares; 2025Q1: 137,381 shares; 2025Q2: 422,156 shares; 2025Q3: 400,616 shares 400,616 $9.25M 0.02% -21,540 Timeline STN STANTEC INC More: the full row for STANTEC 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: 86,233 shares; 2025Q3: 85,355 shares 85,355 $9.21M 0.02% -878 Timeline SCHB 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: 24,988 shares; 2024Q4: 79,613 shares; 2025Q1: 158,267 shares; 2025Q2: 354,112 shares; 2025Q3: 357,428 shares 357,428 $9.19M 0.02% +3,316 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,218 shares; 2024Q4: 110,492 shares; 2025Q1: 122,938 shares; 2025Q2: 124,477 shares; 2025Q3: 127,162 shares 127,162 $9.19M 0.02% +2,685 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: 23,921 shares; 2024Q4: 26,785 shares; 2025Q1: 25,975 shares; 2025Q2: 27,909 shares; 2025Q3: 21,681 shares 21,681 $9.15M 0.02% -6,228 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,051 shares; 2024Q4: 134,301 shares; 2025Q1: 140,819 shares; 2025Q2: 114,073 shares; 2025Q3: 71,065 shares 71,065 $9.12M 0.02% -43,008 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,467 shares; 2024Q4: 74,325 shares; 2025Q1: 65,967 shares; 2025Q2: 109,000 shares; 2025Q3: 174,129 shares 174,129 $9.09M 0.02% +65,129 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,076 shares; 2025Q3: 40,307 shares 40,307 $8.96M 0.02% -8,769 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,449 shares; 2024Q4: 48,502 shares; 2025Q1: 48,165 shares; 2025Q2: 207,071 shares; 2025Q3: 214,012 shares 214,012 $8.95M 0.02% +6,941 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,827 shares; 2024Q4: 158,430 shares; 2025Q1: 161,044 shares; 2025Q2: 159,450 shares; 2025Q3: 158,090 shares 158,090 $8.94M 0.02% -1,360 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,439 shares; 2024Q4: 24,174 shares; 2025Q1: 27,187 shares; 2025Q2: 33,650 shares; 2025Q3: 31,972 shares 31,972 $8.93M 0.02% -1,678 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,813 shares; 2024Q4: 16,577 shares; 2025Q1: 92,192 shares; 2025Q2: 95,500 shares; 2025Q3: 90,774 shares 90,774 $8.92M 0.02% -4,726 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: 147,381 shares; 2024Q4: 146,995 shares; 2025Q1: 146,547 shares; 2025Q2: 144,025 shares; 2025Q3: 136,764 shares 136,764 $8.92M 0.02% -7,261 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: 78,721 shares; 2024Q4: 78,406 shares; 2025Q1: 89,063 shares; 2025Q2: 123,136 shares; 2025Q3: 121,674 shares 121,674 $8.92M 0.02% -1,462 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,988 shares; 2024Q4: 74,827 shares; 2025Q1: 36,452 shares; 2025Q2: 38,522 shares; 2025Q3: 37,190 shares 37,190 $8.9M 0.02% -1,332 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: 94,134 shares; 2024Q4: 93,728 shares; 2025Q1: 92,136 shares; 2025Q2: 93,495 shares; 2025Q3: 106,951 shares 106,951 $8.9M 0.02% +13,456 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181,077 shares; 2025Q2: 186,639 shares; 2025Q3: 179,962 shares 179,962 $8.85M 0.02% -6,677 Timeline SKYY 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: 55,091 shares; 2024Q4: 63,422 shares; 2025Q1: 62,105 shares; 2025Q2: 62,874 shares; 2025Q3: 65,733 shares 65,733 $8.84M 0.02% +2,859 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,610 shares; 2024Q4: 76,913 shares; 2025Q1: 76,818 shares; 2025Q2: 81,837 shares; 2025Q3: 72,525 shares 72,525 $8.81M 0.02% -9,312 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,596 shares; 2024Q4: 244,896 shares; 2025Q1: 307,460 shares; 2025Q2: 184,767 shares; 2025Q3: 143,133 shares 143,133 $8.8M 0.02% -41,634 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,799 shares; 2025Q1: 27,785 shares; 2025Q2: 28,709 shares; 2025Q3: 28,219 shares 28,219 $8.74M 0.02% -490 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: 44,288 shares; 2024Q4: 42,593 shares; 2025Q1: 53,772 shares; 2025Q2: 88,164 shares; 2025Q3: 101,223 shares 101,223 $8.74M 0.02% +13,059 Timeline AVEM 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: 59,940 shares; 2024Q4: 93,618 shares; 2025Q1: 92,379 shares; 2025Q2: 101,429 shares; 2025Q3: 116,217 shares 116,217 $8.73M 0.02% +14,788 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: 31,964 shares; 2024Q4: 29,576 shares; 2025Q1: 22,581 shares; 2025Q2: 159,258 shares; 2025Q3: 172,048 shares 172,048 $8.71M 0.02% +12,790 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,242 shares 258,242 $8.65M 0.02% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,538 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481,922 shares 481,922 $8.64M 0.02% new Timeline SPYX 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: 254,393 shares; 2024Q4: 254,835 shares; 2025Q1: 254,853 shares; 2025Q2: 158,132 shares; 2025Q3: 157,497 shares 157,497 $8.64M 0.02% -635 Timeline FDL 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: 186,112 shares; 2024Q4: 190,900 shares; 2025Q1: 194,754 shares; 2025Q2: 198,977 shares; 2025Q3: 197,078 shares 197,078 $8.56M 0.02% -1,899 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: 630,927 shares; 2024Q4: 593,335 shares; 2025Q1: 323,219 shares; 2025Q2: 235,688 shares; 2025Q3: 365,571 shares 365,571 $8.54M 0.02% +129,883 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: 1,388,430 shares; 2024Q4: 1,338,737 shares; 2025Q1: 1,255,756 shares; 2025Q2: 1,292,277 shares; 2025Q3: 1,235,252 shares 1,235,252 $8.54M 0.02% -57,025 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: 47,387 shares; 2024Q4: 59,853 shares; 2025Q1: 98,576 shares; 2025Q2: 109,601 shares; 2025Q3: 84,123 shares 84,123 $8.47M 0.02% -25,478 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,088 shares; 2024Q4: 18,210 shares; 2025Q1: 17,609 shares; 2025Q2: 17,948 shares; 2025Q3: 18,451 shares 18,451 $8.46M 0.02% +503 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: 146,335 shares; 2024Q4: 152,473 shares; 2025Q1: 175,118 shares; 2025Q2: 196,702 shares; 2025Q3: 231,441 shares 231,441 $8.46M 0.02% +34,739 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: 189,325 shares; 2024Q4: 172,017 shares; 2025Q1: 113,398 shares; 2025Q2: 151,253 shares; 2025Q3: 140,674 shares 140,674 $8.44M 0.02% -10,579 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: 88,611 shares; 2024Q4: 88,407 shares; 2025Q1: 428,724 shares; 2025Q2: 416,195 shares; 2025Q3: 418,010 shares 418,010 $8.39M 0.02% +1,815 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: 101,782 shares; 2024Q4: 103,350 shares; 2025Q1: 103,773 shares; 2025Q2: 98,536 shares; 2025Q3: 98,634 shares 98,634 $8.27M 0.02% +98 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,712 shares; 2025Q3: 297,840 shares 297,840 $8.27M 0.02% +9,128 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: 164,029 shares; 2024Q4: 147,012 shares; 2025Q1: 145,707 shares; 2025Q2: 181,432 shares; 2025Q3: 163,780 shares 163,780 $8.2M 0.02% -17,652 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,675 shares; 2024Q4: 38,594 shares; 2025Q1: 40,694 shares; 2025Q2: 40,685 shares; 2025Q3: 39,874 shares 39,874 $8.17M 0.02% -811 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,698 shares; 2024Q4: 111,451 shares; 2025Q1: 104,581 shares; 2025Q2: 122,909 shares; 2025Q3: 185,978 shares 185,978 $8.17M 0.02% +63,069 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381,584 shares 381,584 $8.16M 0.02% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,028 shares; 2024Q4: 10,433 shares; 2025Q1: 20,704 shares; 2025Q2: 21,717 shares; 2025Q3: 20,141 shares 20,141 $8.14M 0.02% -1,576 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,840 shares; 2024Q4: 76,642 shares; 2025Q1: 101,413 shares; 2025Q2: 68,975 shares; 2025Q3: 58,660 shares 58,660 $8.14M 0.02% -10,315 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: not reported; 2024Q4: not reported; 2025Q1: 19,557 shares; 2025Q2: 22,039 shares; 2025Q3: 25,123 shares 25,123 $8.13M 0.02% +3,084 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,996 shares; 2025Q2: 143,911 shares; 2025Q3: 145,919 shares 145,919 $8.13M 0.02% +2,008 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,190 shares; 2025Q2: 26,861 shares; 2025Q3: 16,790 shares 16,790 $8.11M 0.02% -10,071 WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622,884 shares; 2024Q4: 913,475 shares; 2025Q1: 3,381,121 shares; 2025Q2: 2,207,368 shares; 2025Q3: 414,154 shares 414,154 $8.09M 0.02% -1,793,214 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: 30,557 shares; 2024Q4: 32,637 shares; 2025Q1: 32,595 shares; 2025Q2: 33,892 shares; 2025Q3: 33,869 shares 33,869 $8.07M 0.02% -23 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,108 shares; 2024Q4: 111,709 shares; 2025Q1: 116,312 shares; 2025Q2: 191,140 shares; 2025Q3: 162,802 shares 162,802 $8.05M 0.02% -28,338 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: 142,606 shares; 2024Q4: 136,438 shares; 2025Q1: 172,112 shares; 2025Q2: 181,499 shares; 2025Q3: 178,706 shares 178,706 $8.04M 0.02% -2,793 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: 21,152 shares; 2024Q4: 20,964 shares; 2025Q1: 78,232 shares; 2025Q2: 76,992 shares; 2025Q3: 77,694 shares 77,694 $8.03M 0.02% +702 Timeline FTSM 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: 129,509 shares; 2024Q4: 147,490 shares; 2025Q1: 139,673 shares; 2025Q2: 155,331 shares; 2025Q3: 133,843 shares 133,843 $8.02M 0.02% -21,488 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,247 shares; 2025Q2: 48,763 shares; 2025Q3: 40,828 shares 40,828 $8.01M 0.02% -7,935 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,104 shares; 2024Q4: 362,515 shares; 2025Q1: 348,535 shares; 2025Q2: 348,237 shares; 2025Q3: 369,769 shares 369,769 $7.98M 0.02% +21,532 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,825 shares 30,825 $7.96M 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,812 shares; 2024Q4: 45,266 shares; 2025Q1: 46,643 shares; 2025Q2: 48,878 shares; 2025Q3: 63,064 shares 63,064 $7.94M 0.02% +14,186 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,584 shares 55,584 $7.92M 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,136 shares; 2024Q4: 19,244 shares; 2025Q1: 19,730 shares; 2025Q2: 18,713 shares; 2025Q3: 18,127 shares 18,127 $7.89M 0.02% -586 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 443,276 shares; 2025Q3: 464,984 shares 464,984 $7.89M 0.02% +21,708 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: 88,711 shares; 2024Q4: 97,045 shares; 2025Q1: 90,526 shares; 2025Q2: 100,785 shares; 2025Q3: 87,207 shares 87,207 $7.82M 0.02% -13,578 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,763 shares; 2025Q1: 239,764 shares; 2025Q2: 230,755 shares; 2025Q3: 226,917 shares 226,917 $7.81M 0.02% -3,838 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: 84,147 shares; 2024Q4: 88,159 shares; 2025Q1: 120,376 shares; 2025Q2: 137,597 shares; 2025Q3: 158,635 shares 158,635 $7.78M 0.02% +21,038 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,994 shares; 2024Q4: 109,770 shares; 2025Q1: 113,944 shares; 2025Q2: 102,032 shares; 2025Q3: 100,563 shares 100,563 $7.78M 0.02% -1,469 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: not reported; 2025Q2: not reported; 2025Q3: 92,324 shares 92,324 $7.73M 0.02% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,328 shares; 2024Q4: 63,463 shares; 2025Q1: 518,470 shares; 2025Q2: 296,448 shares; 2025Q3: 216,978 shares 216,978 $7.68M 0.02% -79,470 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: 27,814 shares; 2024Q4: 28,964 shares; 2025Q1: 80,168 shares; 2025Q2: 58,548 shares; 2025Q3: 88,118 shares 88,118 $7.65M 0.01% +29,570 Timeline DGS 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: 130,017 shares; 2024Q4: 132,186 shares; 2025Q1: 135,834 shares; 2025Q2: 137,401 shares; 2025Q3: 133,320 shares 133,320 $7.61M 0.01% -4,081 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,638 shares; 2024Q4: 77,258 shares; 2025Q1: 201,194 shares; 2025Q2: 139,310 shares; 2025Q3: 152,366 shares 152,366 $7.59M 0.01% +13,056 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: 39,256 shares; 2024Q4: 41,457 shares; 2025Q1: 40,806 shares; 2025Q2: 67,955 shares; 2025Q3: 79,323 shares 79,323 $7.55M 0.01% +11,368 Timeline DSMC 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: 172,651 shares; 2024Q4: 180,742 shares; 2025Q1: 196,478 shares; 2025Q2: 199,979 shares; 2025Q3: 210,451 shares 210,451 $7.55M 0.01% +10,472 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,826 shares; 2024Q4: 280,124 shares; 2025Q1: 324,486 shares; 2025Q2: 366,542 shares; 2025Q3: 524,513 shares 524,513 $7.47M 0.01% +157,971 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: 28,362 shares; 2024Q4: 33,440 shares; 2025Q1: 37,739 shares; 2025Q2: 40,350 shares; 2025Q3: 39,451 shares 39,451 $7.45M 0.01% -899 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: 148,343 shares; 2024Q4: 144,076 shares; 2025Q1: 136,069 shares; 2025Q2: 146,484 shares; 2025Q3: 144,586 shares 144,586 $7.39M 0.01% -1,898 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,099 shares; 2024Q4: 76,447 shares; 2025Q1: 84,363 shares; 2025Q2: 70,560 shares; 2025Q3: 66,334 shares 66,334 $7.36M 0.01% -4,226 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 17,507 shares; 2025Q1: 20,357 shares; 2025Q2: 21,427 shares; 2025Q3: 21,124 shares 21,124 $7.32M 0.01% -303 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: 10,641 shares; 2024Q4: 11,691 shares; 2025Q1: not reported; 2025Q2: 14,544 shares; 2025Q3: 15,032 shares 15,032 $7.29M 0.01% +488 Timeline ESGD 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: 71,861 shares; 2024Q4: 74,172 shares; 2025Q1: 73,908 shares; 2025Q2: 77,141 shares; 2025Q3: 78,352 shares 78,352 $7.29M 0.01% +1,211 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,641 shares; 2024Q4: 880,665 shares; 2025Q1: 984,933 shares; 2025Q2: 979,638 shares; 2025Q3: 887,602 shares 887,602 $7.26M 0.01% -92,036 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: 175,833 shares; 2024Q4: 163,345 shares; 2025Q1: 126,835 shares; 2025Q2: 153,007 shares; 2025Q3: 182,824 shares 182,824 $7.16M 0.01% +29,817 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,002 shares; 2024Q4: 65,286 shares; 2025Q1: 55,850 shares; 2025Q2: 57,701 shares; 2025Q3: 48,965 shares 48,965 $7.14M 0.01% -8,736 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,667 shares; 2024Q4: 188,444 shares; 2025Q1: 190,712 shares; 2025Q2: 171,285 shares; 2025Q3: 184,244 shares 184,244 $7.14M 0.01% +12,959 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259,300 shares; 2024Q4: 689,891 shares; 2025Q1: 571,819 shares; 2025Q2: 230,358 shares; 2025Q3: 84,846 shares 84,846 $7.11M 0.01% -145,512 Timeline SPSM 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: 262,742 shares; 2024Q4: 246,904 shares; 2025Q1: 249,918 shares; 2025Q2: 163,036 shares; 2025Q3: 152,443 shares 152,443 $7.06M 0.01% -10,593 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 16,873 shares; 2025Q1: 16,057 shares; 2025Q2: 16,590 shares; 2025Q3: 16,354 shares 16,354 $7.06M 0.01% -236 Timeline IGV 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: 21,363 shares; 2024Q4: 29,938 shares; 2025Q1: 63,372 shares; 2025Q2: 70,142 shares; 2025Q3: 61,246 shares 61,246 $7.04M 0.01% -8,896 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,519 shares; 2024Q4: 115,666 shares; 2025Q1: 120,184 shares; 2025Q2: 114,665 shares; 2025Q3: 107,491 shares 107,491 $6.95M 0.01% -7,174 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: 755,872 shares; 2024Q4: 285,156 shares; 2025Q1: 328,151 shares; 2025Q2: 363,145 shares; 2025Q3: 462,515 shares 462,515 $6.91M 0.01% +99,370 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,059 shares; 2024Q4: 89,700 shares; 2025Q1: 89,733 shares; 2025Q2: 90,295 shares; 2025Q3: 88,850 shares 88,850 $6.89M 0.01% -1,445 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 470,362 shares; 2025Q1: 796,091 shares; 2025Q2: 842,690 shares; 2025Q3: 840,920 shares 840,920 $6.88M 0.01% -1,770 HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,090 shares; 2024Q4: 21,444 shares; 2025Q1: 14,682 shares; 2025Q2: 20,562 shares; 2025Q3: 16,081 shares 16,081 $6.85M 0.01% -4,481 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,369 shares; 2024Q4: 483,195 shares; 2025Q1: 481,998 shares; 2025Q2: 489,888 shares; 2025Q3: 462,840 shares 462,840 $6.85M 0.01% -27,048 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: not reported; 2024Q4: not reported; 2025Q1: 54,227 shares; 2025Q2: 55,376 shares; 2025Q3: 56,375 shares 56,375 $6.84M 0.01% +999 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: 87,983 shares; 2024Q4: 88,304 shares; 2025Q1: 126,334 shares; 2025Q2: 165,699 shares; 2025Q3: 192,555 shares 192,555 $6.83M 0.01% +26,856 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,370 shares; 2025Q3: 10,828 shares 10,828 $6.83M 0.01% -542 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: 55,169 shares; 2024Q4: 52,371 shares; 2025Q1: 56,425 shares; 2025Q2: 81,074 shares; 2025Q3: 31,800 shares 31,800 $6.82M 0.01% -49,274 Timeline RMNY TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,843 shares; 2025Q1: 60,777 shares; 2025Q2: 422,132 shares; 2025Q3: 278,238 shares 278,238 $6.8M 0.01% -143,894 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: 43,269 shares; 2024Q4: 43,541 shares; 2025Q1: 49,056 shares; 2025Q2: 51,151 shares; 2025Q3: 54,627 shares 54,627 $6.79M 0.01% +3,476 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,696 shares; 2024Q4: 32,967 shares; 2025Q1: 28,112 shares; 2025Q2: 28,024 shares; 2025Q3: 26,964 shares 26,964 $6.78M 0.01% -1,060 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,112 shares; 2024Q4: 188,382 shares; 2025Q1: 188,126 shares; 2025Q2: 186,289 shares; 2025Q3: 188,975 shares 188,975 $6.77M 0.01% +2,686 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: 408,996 shares; 2024Q4: 248,872 shares; 2025Q1: 222,371 shares; 2025Q2: 219,159 shares; 2025Q3: 141,124 shares 141,124 $6.74M 0.01% -78,035 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; 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: 173,438 shares 173,438 $6.73M 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,616 shares; 2025Q2: 19,531 shares; 2025Q3: 24,737 shares 24,737 $6.73M 0.01% +5,206 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: 57,142 shares; 2024Q4: 512,348 shares; 2025Q1: 63,559 shares; 2025Q2: 105,641 shares; 2025Q3: 273,069 shares 273,069 $6.72M 0.01% +167,428 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: 11,314 shares; 2024Q4: 11,583 shares; 2025Q1: 19,540 shares; 2025Q2: 21,254 shares; 2025Q3: 28,377 shares 28,377 $6.7M 0.01% +7,123 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,624 shares; 2024Q4: 40,671 shares; 2025Q1: 41,323 shares; 2025Q2: 46,244 shares; 2025Q3: 49,900 shares 49,900 $6.66M 0.01% +3,656 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,176 shares; 2024Q4: 43,303 shares; 2025Q1: 49,469 shares; 2025Q2: 57,834 shares; 2025Q3: 67,332 shares 67,332 $6.64M 0.01% +9,498 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: not reported; 2024Q4: not reported; 2025Q1: 33,582 shares; 2025Q2: 92,390 shares; 2025Q3: 95,594 shares 95,594 $6.54M 0.01% +3,204 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,138 shares; 2024Q4: 105,073 shares; 2025Q1: 111,278 shares; 2025Q2: 120,528 shares; 2025Q3: 125,341 shares 125,341 $6.53M 0.01% +4,813 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: 202,206 shares; 2024Q4: 176,139 shares; 2025Q1: 185,238 shares; 2025Q2: 63,093 shares; 2025Q3: 98,260 shares 98,260 $6.49M 0.01% +35,167 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,964 shares; 2024Q4: 35,604 shares; 2025Q1: 59,137 shares; 2025Q2: 63,945 shares; 2025Q3: 57,799 shares 57,799 $6.46M 0.01% -6,146 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,395 shares 113,395 $6.46M 0.01% new Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223,938 shares 223,938 $6.42M 0.01% new Timeline SPLV 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: 79,793 shares; 2024Q4: 78,668 shares; 2025Q1: 76,595 shares; 2025Q2: 81,366 shares; 2025Q3: 87,138 shares 87,138 $6.4M 0.01% +5,772 Timeline FMAY 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: 78,976 shares; 2024Q4: 86,671 shares; 2025Q1: 85,746 shares; 2025Q2: 117,645 shares; 2025Q3: 121,783 shares 121,783 $6.36M 0.01% +4,138 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,707 shares; 2024Q4: 15,307 shares; 2025Q1: 27,815 shares; 2025Q2: 23,192 shares; 2025Q3: 21,388 shares 21,388 $6.36M 0.01% -1,804 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,455 shares; 2024Q4: 571,387 shares; 2025Q1: 575,990 shares; 2025Q2: 545,472 shares; 2025Q3: 546,159 shares 546,159 $6.34M 0.01% +687 Timeline NCNO NCINO INC More: the full row for NCINO 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: 230,650 shares 230,650 $6.25M 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 10,452 shares; 2025Q1: 10,856 shares; 2025Q2: 11,503 shares; 2025Q3: 4,723 shares 4,723 $6.23M 0.01% -6,780 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,856 shares; 2024Q4: 384,771 shares; 2025Q1: 400,726 shares; 2025Q2: 405,254 shares; 2025Q3: 420,744 shares 420,744 $6.12M 0.01% +15,490 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,479 shares; 2024Q4: 179,140 shares; 2025Q1: 155,836 shares; 2025Q2: 155,793 shares; 2025Q3: 161,547 shares 161,547 $6.1M 0.01% +5,754 Timeline RMCA TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,695 shares; 2024Q4: 489,396 shares; 2025Q1: 488,859 shares; 2025Q2: 511,723 shares; 2025Q3: 251,023 shares 251,023 $6.08M 0.01% -260,700 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 45,659 shares 45,659 $6.07M 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,595 shares; 2024Q4: 19,390 shares; 2025Q1: 22,611 shares; 2025Q2: 22,632 shares; 2025Q3: 20,967 shares 20,967 $6.06M 0.01% -1,665 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: 243,517 shares; 2024Q4: 285,472 shares; 2025Q1: 383,389 shares; 2025Q2: 366,130 shares; 2025Q3: 354,341 shares 354,341 $6.03M 0.01% -11,789 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,128 shares; 2024Q4: 101,612 shares; 2025Q1: 113,144 shares; 2025Q2: 104,234 shares; 2025Q3: 346,721 shares 346,721 $5.99M 0.01% +242,487 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: 17,341 shares; 2024Q4: 15,760 shares; 2025Q1: 126,357 shares; 2025Q2: 124,595 shares; 2025Q3: 125,141 shares 125,141 $5.95M 0.01% +546 Timeline WCMI 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: 48,976 shares; 2025Q3: 351,669 shares 351,669 $5.93M 0.01% +302,693 Timeline XLRE 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: 143,763 shares; 2024Q4: 157,822 shares; 2025Q1: 132,862 shares; 2025Q2: 150,203 shares; 2025Q3: 140,249 shares 140,249 $5.91M 0.01% -9,954 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,700 shares; 2024Q4: 199,720 shares; 2025Q1: 199,683 shares; 2025Q2: 190,037 shares; 2025Q3: 216,681 shares 216,681 $5.88M 0.01% +26,644 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,974 shares; 2024Q4: 96,936 shares; 2025Q1: 169,267 shares; 2025Q2: 168,765 shares; 2025Q3: 160,446 shares 160,446 $5.86M 0.01% -8,319 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,486 shares; 2024Q4: 12,130 shares; 2025Q1: 12,100 shares; 2025Q2: 13,649 shares; 2025Q3: 12,265 shares 12,265 $5.84M 0.01% -1,384 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: 98,238 shares; 2024Q4: 196,185 shares; 2025Q1: 194,874 shares; 2025Q2: 195,239 shares; 2025Q3: 207,515 shares 207,515 $5.79M 0.01% +12,276 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,825 shares; 2024Q4: 141,670 shares; 2025Q1: 138,771 shares; 2025Q2: 136,341 shares; 2025Q3: 202,097 shares 202,097 $5.78M 0.01% +65,756 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: 88,550 shares; 2024Q4: 84,010 shares; 2025Q1: 84,087 shares; 2025Q2: 107,798 shares; 2025Q3: 153,072 shares 153,072 $5.78M 0.01% +45,274 Timeline GBIL 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: 35,133 shares; 2024Q4: 45,680 shares; 2025Q1: 39,284 shares; 2025Q2: 55,940 shares; 2025Q3: 57,685 shares 57,685 $5.78M 0.01% +1,745 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,553 shares; 2024Q4: 123,716 shares; 2025Q1: 137,768 shares; 2025Q2: 128,681 shares; 2025Q3: 130,989 shares 130,989 $5.77M 0.01% +2,308 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,927 shares; 2024Q4: 47,857 shares; 2025Q1: 31,500 shares; 2025Q2: 34,027 shares; 2025Q3: 33,741 shares 33,741 $5.72M 0.01% -286 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: 215,917 shares; 2024Q4: 157,993 shares; 2025Q1: 72,903 shares; 2025Q2: 54,616 shares; 2025Q3: 69,680 shares 69,680 $5.66M 0.01% +15,064 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,921 shares; 2024Q4: 39,038 shares; 2025Q1: 40,664 shares; 2025Q2: 52,498 shares; 2025Q3: 57,319 shares 57,319 $5.65M 0.01% +4,821 Timeline EZU 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: 44,268 shares; 2024Q4: 47,807 shares; 2025Q1: 46,176 shares; 2025Q2: 78,288 shares; 2025Q3: 90,919 shares 90,919 $5.63M 0.01% +12,631 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 10,371 shares; 2025Q1: not reported; 2025Q2: 51,326 shares; 2025Q3: 46,776 shares 46,776 $5.62M 0.01% -4,550 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,521 shares; 2024Q4: 211,706 shares; 2025Q1: 234,722 shares; 2025Q2: 211,651 shares; 2025Q3: 233,655 shares 233,655 $5.61M 0.01% +22,004 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,778 shares; 2024Q4: 318,151 shares; 2025Q1: 184,295 shares; 2025Q2: 138,314 shares; 2025Q3: 131,156 shares 131,156 $5.59M 0.01% -7,158 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,437 shares; 2024Q4: 90,826 shares; 2025Q1: 90,982 shares; 2025Q2: 94,188 shares; 2025Q3: 93,998 shares 93,998 $5.58M 0.01% -190 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,504 shares; 2025Q1: 75,648 shares; 2025Q2: 88,063 shares; 2025Q3: 68,389 shares 68,389 $5.58M 0.01% -19,674 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,291 shares; 2024Q4: 138,340 shares; 2025Q1: 117,228 shares; 2025Q2: 133,104 shares; 2025Q3: 41,866 shares 41,866 $5.53M 0.01% -91,238 Timeline GNR 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: 27,942 shares; 2024Q4: 32,362 shares; 2025Q1: 32,412 shares; 2025Q2: 75,439 shares; 2025Q3: 92,159 shares 92,159 $5.46M 0.01% +16,720 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,959 shares; 2024Q4: 523,375 shares; 2025Q1: 617,817 shares; 2025Q2: 620,474 shares; 2025Q3: 604,495 shares 604,495 $5.43M 0.01% -15,979 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,485 shares; 2024Q4: 173,997 shares; 2025Q1: 209,224 shares; 2025Q2: 201,269 shares; 2025Q3: 208,148 shares 208,148 $5.43M 0.01% +6,879 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: 57,572 shares; 2024Q4: 60,489 shares; 2025Q1: 55,090 shares; 2025Q2: 64,633 shares; 2025Q3: 65,685 shares 65,685 $5.41M 0.01% +1,052 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 50,540 shares; 2025Q1: 50,113 shares; 2025Q2: 50,041 shares; 2025Q3: 48,863 shares 48,863 $5.4M 0.01% -1,178 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,716 shares; 2024Q4: 141,216 shares; 2025Q1: 189,144 shares; 2025Q2: 198,688 shares; 2025Q3: 227,594 shares 227,594 $5.4M 0.01% +28,906 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 7,516 shares 7,516 $5.39M 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,485 shares; 2024Q4: 144,122 shares; 2025Q1: 161,730 shares; 2025Q2: 155,629 shares; 2025Q3: 163,661 shares 163,661 $5.38M 0.01% +8,032 Timeline EPP 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: 95,713 shares; 2024Q4: 93,542 shares; 2025Q1: 103,387 shares; 2025Q2: 101,460 shares; 2025Q3: 104,019 shares 104,019 $5.36M 0.01% +2,559 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: 82,420 shares; 2024Q4: 87,627 shares; 2025Q1: 90,509 shares; 2025Q2: 70,500 shares; 2025Q3: 79,117 shares 79,117 $5.34M 0.01% +8,617 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,946 shares; 2024Q4: 63,496 shares; 2025Q1: 74,481 shares; 2025Q2: 74,263 shares; 2025Q3: 72,309 shares 72,309 $5.31M 0.01% -1,954 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 267,545 shares; 2025Q2: 177,550 shares; 2025Q3: 258,127 shares 258,127 $5.28M 0.01% +80,577 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: 36,912 shares; 2024Q4: 46,293 shares; 2025Q1: 43,388 shares; 2025Q2: 52,328 shares; 2025Q3: 66,319 shares 66,319 $5.23M 0.01% +13,991 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,541 shares; 2024Q4: 164,398 shares; 2025Q1: 84,260 shares; 2025Q2: 102,922 shares; 2025Q3: 101,893 shares 101,893 $5.22M 0.01% -1,029 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,037 shares; 2024Q4: 48,774 shares; 2025Q1: 128,715 shares; 2025Q2: 147,119 shares; 2025Q3: 201,464 shares 201,464 $5.21M 0.01% +54,345 Timeline QQQM 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: not reported; 2025Q3: 20,992 shares 20,992 $5.19M 0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,058 shares; 2024Q4: 195,099 shares; 2025Q1: 191,206 shares; 2025Q2: 188,025 shares; 2025Q3: 201,151 shares 201,151 $5.18M 0.01% +13,126 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,780 shares; 2024Q4: 107,217 shares; 2025Q1: 106,360 shares; 2025Q2: 105,334 shares; 2025Q3: 101,596 shares 101,596 $5.16M 0.01% -3,738 Timeline NLR 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: 11,005 shares; 2024Q4: 12,736 shares; 2025Q1: 27,319 shares; 2025Q2: 31,347 shares; 2025Q3: 37,958 shares 37,958 $5.15M 0.01% +6,611 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,028 shares; 2024Q4: 25,223 shares; 2025Q1: 23,454 shares; 2025Q2: 41,749 shares; 2025Q3: 33,645 shares 33,645 $5.13M 0.01% -8,104 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,767 shares; 2024Q4: 62,544 shares; 2025Q1: 63,499 shares; 2025Q2: 71,301 shares; 2025Q3: 65,715 shares 65,715 $5.12M 0.01% -5,586 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: 197,746 shares; 2024Q4: 192,425 shares; 2025Q1: 219,195 shares; 2025Q2: 217,388 shares; 2025Q3: 209,169 shares 209,169 $5.11M 0.01% -8,219 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: 89,274 shares; 2024Q4: 21,001 shares; 2025Q1: 20,959 shares; 2025Q2: 26,401 shares; 2025Q3: 23,186 shares 23,186 $5.11M 0.01% -3,215 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: 104,306 shares; 2024Q4: 98,498 shares; 2025Q1: 83,290 shares; 2025Q2: 82,433 shares; 2025Q3: 37,809 shares 37,809 $5.09M 0.01% -44,624 Timeline FAPR 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: 109,487 shares; 2024Q4: 118,651 shares; 2025Q1: 114,326 shares; 2025Q2: 120,597 shares; 2025Q3: 116,982 shares 116,982 $5.09M 0.01% -3,615 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 27,038 shares; 2025Q1: 27,776 shares; 2025Q2: 54,568 shares; 2025Q3: 42,411 shares 42,411 $5.09M 0.01% -12,157 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,779 shares; 2024Q4: 24,290 shares; 2025Q1: 23,118 shares; 2025Q2: 32,462 shares; 2025Q3: 36,421 shares 36,421 $5.05M 0.01% +3,959 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: 46,892 shares; 2024Q4: 55,368 shares; 2025Q1: 59,975 shares; 2025Q2: 78,362 shares; 2025Q3: 62,514 shares 62,514 $5.04M 0.01% -15,848 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,520 shares; 2024Q4: 22,491 shares; 2025Q1: 23,578 shares; 2025Q2: 20,595 shares; 2025Q3: 18,863 shares 18,863 $5.04M 0.01% -1,732 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: 19,891 shares; 2024Q4: 21,527 shares; 2025Q1: 27,333 shares; 2025Q2: 25,854 shares; 2025Q3: 27,246 shares 27,246 $5.02M 0.01% +1,392 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,852 shares; 2024Q4: 228,722 shares; 2025Q1: 241,983 shares; 2025Q2: 305,106 shares; 2025Q3: 339,500 shares 339,500 $4.98M 0.01% +34,394 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: not reported; 2024Q4: 53,981 shares; 2025Q1: 61,218 shares; 2025Q2: 107,789 shares; 2025Q3: 108,828 shares 108,828 $4.98M 0.01% +1,039 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 11,100 shares; 2025Q1: 33,386 shares; 2025Q2: 32,822 shares; 2025Q3: 25,457 shares 25,457 $4.95M 0.01% -7,365 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: 40,149 shares; 2024Q4: 37,564 shares; 2025Q1: 40,281 shares; 2025Q2: 39,597 shares; 2025Q3: 39,163 shares 39,163 $4.91M 0.01% -434 Timeline CWB 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: 56,264 shares; 2024Q4: 55,949 shares; 2025Q1: 55,950 shares; 2025Q2: 53,880 shares; 2025Q3: 54,243 shares 54,243 $4.91M 0.01% +363 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,967 shares; 2024Q4: 109,405 shares; 2025Q1: 111,236 shares; 2025Q2: 109,477 shares; 2025Q3: 107,979 shares 107,979 $4.88M 0.01% -1,498 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: 13,247 shares; 2024Q4: 12,918 shares; 2025Q1: 12,688 shares; 2025Q2: 39,644 shares; 2025Q3: 44,041 shares 44,041 $4.87M 0.01% +4,397 Timeline FTSL 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: 72,591 shares; 2024Q4: 76,083 shares; 2025Q1: 86,017 shares; 2025Q2: 96,406 shares; 2025Q3: 106,286 shares 106,286 $4.87M 0.01% +9,880 Timeline QGRO 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: 20,145 shares; 2024Q4: 23,188 shares; 2025Q1: 23,913 shares; 2025Q2: 28,086 shares; 2025Q3: 42,552 shares 42,552 $4.87M 0.01% +14,466 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: 74,476 shares; 2024Q4: 78,055 shares; 2025Q1: 76,771 shares; 2025Q2: 81,277 shares; 2025Q3: 82,072 shares 82,072 $4.87M 0.01% +795 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: 13,506 shares; 2024Q4: 14,092 shares; 2025Q1: 20,307 shares; 2025Q2: 26,549 shares; 2025Q3: 46,343 shares 46,343 $4.86M 0.01% +19,794 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,143 shares; 2024Q4: 58,284 shares; 2025Q1: 43,507 shares; 2025Q2: 43,965 shares; 2025Q3: 43,916 shares 43,916 $4.85M 0.01% -49 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,828 shares; 2024Q4: 40,912 shares; 2025Q1: 60,202 shares; 2025Q2: 72,747 shares; 2025Q3: 123,228 shares 123,228 $4.84M 0.01% +50,481 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,034 shares; 2024Q4: 274,034 shares; 2025Q1: 264,035 shares; 2025Q2: 259,035 shares; 2025Q3: 234,036 shares 234,036 $4.83M 0.01% -24,999 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: 36,512 shares; 2024Q4: 32,678 shares; 2025Q1: 35,539 shares; 2025Q2: 27,532 shares; 2025Q3: 28,785 shares 28,785 $4.82M 0.01% +1,253 Timeline EFAX 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: 97,255 shares; 2024Q4: 97,560 shares; 2025Q1: 97,560 shares; 2025Q2: 97,560 shares; 2025Q3: 97,560 shares 97,560 $4.81M 0.01% 0 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: 103,424 shares; 2024Q4: 99,256 shares; 2025Q1: 96,911 shares; 2025Q2: 74,358 shares; 2025Q3: 27,009 shares 27,009 $4.81M 0.01% -47,349 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,851 shares; 2024Q4: 130,732 shares; 2025Q1: 141,581 shares; 2025Q2: 132,808 shares; 2025Q3: 142,459 shares 142,459 $4.8M 0.01% +9,651 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,278 shares; 2024Q4: 75,713 shares; 2025Q1: 74,005 shares; 2025Q2: 64,973 shares; 2025Q3: 64,954 shares 64,954 $4.79M 0.01% -19 Timeline EWU 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: 109,336 shares; 2024Q4: 110,355 shares; 2025Q1: 120,015 shares; 2025Q2: 108,061 shares; 2025Q3: 113,767 shares 113,767 $4.77M 0.01% +5,706 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,576 shares; 2024Q4: 283,449 shares; 2025Q1: 293,792 shares; 2025Q2: 301,117 shares; 2025Q3: 299,014 shares 299,014 $4.75M 0.01% -2,103 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 18,297 shares; 2025Q1: 26,867 shares; 2025Q2: 27,905 shares; 2025Q3: 25,336 shares 25,336 $4.74M 0.01% -2,569 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,578 shares; 2025Q1: 95,632 shares; 2025Q2: 69,704 shares; 2025Q3: 74,228 shares 74,228 $4.72M 0.01% +4,524 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,446 shares; 2024Q4: 192,900 shares; 2025Q1: 193,008 shares; 2025Q2: 207,112 shares; 2025Q3: 205,934 shares 205,934 $4.71M 0.01% -1,178 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: 13,437 shares; 2024Q4: 12,644 shares; 2025Q1: 12,453 shares; 2025Q2: 13,348 shares; 2025Q3: 16,388 shares 16,388 $4.7M 0.01% +3,040 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,691 shares 5,691 $4.7M 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,816 shares; 2024Q4: 34,468 shares; 2025Q1: 34,711 shares; 2025Q2: 34,242 shares; 2025Q3: 33,116 shares 33,116 $4.68M 0.01% -1,126 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: 40,599 shares; 2024Q4: 37,251 shares; 2025Q1: 40,029 shares; 2025Q2: 40,202 shares; 2025Q3: 40,055 shares 40,055 $4.68M 0.01% -147 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,835 shares 275,835 $4.67M 0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,025 shares; 2025Q2: 88,062 shares; 2025Q3: 95,097 shares 95,097 $4.67M 0.01% +7,035 Timeline FNDF 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: 21,947 shares; 2024Q4: 104,616 shares; 2025Q1: 107,299 shares; 2025Q2: 114,233 shares; 2025Q3: 108,640 shares 108,640 $4.67M 0.01% -5,593 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 49,239 shares; 2025Q3: 34,054 shares 34,054 $4.66M 0.01% -15,185 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,580 shares; 2024Q4: 395,731 shares; 2025Q1: 394,057 shares; 2025Q2: 386,879 shares; 2025Q3: 370,101 shares 370,101 $4.65M 0.01% -16,778 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 15,396 shares; 2025Q1: 15,069 shares; 2025Q2: 16,369 shares; 2025Q3: 34,183 shares 34,183 $4.64M 0.01% +17,814 Timeline SPTI 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: 23,945 shares; 2024Q4: 30,385 shares; 2025Q1: 26,186 shares; 2025Q2: 29,593 shares; 2025Q3: 159,696 shares 159,696 $4.62M 0.01% +130,103 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: 21,747 shares; 2024Q4: 32,381 shares; 2025Q1: 44,937 shares; 2025Q2: 44,793 shares; 2025Q3: 40,315 shares 40,315 $4.59M 0.01% -4,478 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,565 shares; 2024Q4: 146,081 shares; 2025Q1: 152,538 shares; 2025Q2: 149,819 shares; 2025Q3: 147,132 shares 147,132 $4.54M 0.01% -2,687 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,983 shares; 2024Q4: 187,020 shares; 2025Q1: 201,231 shares; 2025Q2: 236,958 shares; 2025Q3: 167,308 shares 167,308 $4.54M 0.01% -69,650 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: not reported; 2025Q3: 68,308 shares 68,308 $4.53M 0.01% new 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: 276,778 shares; 2025Q1: 276,934 shares; 2025Q2: 42,567 shares; 2025Q3: 151,768 shares 151,768 $4.52M 0.01% +109,201 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: 23,531 shares; 2024Q4: 31,644 shares; 2025Q1: 39,579 shares; 2025Q2: 48,442 shares; 2025Q3: 64,298 shares 64,298 $4.52M 0.01% +15,856 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: 21,607 shares; 2024Q4: 23,661 shares; 2025Q1: 20,818 shares; 2025Q2: 24,520 shares; 2025Q3: 29,665 shares 29,665 $4.51M 0.01% +5,145 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: 15,149 shares; 2024Q4: 15,153 shares; 2025Q1: 15,149 shares; 2025Q2: 15,292 shares; 2025Q3: 15,304 shares 15,304 $4.5M 0.01% +12 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,779 shares; 2025Q1: 381,314 shares; 2025Q2: 446,544 shares; 2025Q3: 182,278 shares 182,278 $4.5M 0.01% -264,266 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,295 shares; 2024Q4: 19,439 shares; 2025Q1: 19,508 shares; 2025Q2: 23,352 shares; 2025Q3: 23,588 shares 23,588 $4.49M 0.01% +236 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,142 shares; 2024Q4: 213,094 shares; 2025Q1: 207,783 shares; 2025Q2: 93,689 shares; 2025Q3: 104,542 shares 104,542 $4.49M 0.01% +10,853 Timeline PHYS 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: 147,515 shares; 2024Q4: 136,678 shares; 2025Q1: 135,828 shares; 2025Q2: 134,958 shares; 2025Q3: 151,051 shares 151,051 $4.47M 0.01% +16,093 Timeline DIVO 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: 32,381 shares; 2024Q4: 35,389 shares; 2025Q1: 73,189 shares; 2025Q2: 81,354 shares; 2025Q3: 100,372 shares 100,372 $4.47M 0.01% +19,018 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: 25,765 shares; 2024Q4: 29,813 shares; 2025Q1: 30,398 shares; 2025Q2: 30,297 shares; 2025Q3: 30,581 shares 30,581 $4.45M 0.01% +284 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,810 shares; 2025Q1: 11,035 shares; 2025Q2: 10,894 shares; 2025Q3: 11,382 shares 11,382 $4.45M 0.01% +488 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,063 shares; 2024Q4: 29,110 shares; 2025Q1: 120,636 shares; 2025Q2: 31,660 shares; 2025Q3: 33,661 shares 33,661 $4.44M 0.01% +2,001 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,438 shares; 2024Q4: 53,996 shares; 2025Q1: 57,380 shares; 2025Q2: 57,347 shares; 2025Q3: 55,573 shares 55,573 $4.43M 0.01% -1,774 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,380 shares; 2024Q4: 152,153 shares; 2025Q1: 172,266 shares; 2025Q2: 160,268 shares; 2025Q3: 169,082 shares 169,082 $4.41M 0.01% +8,814 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,379 shares; 2024Q4: 98,510 shares; 2025Q1: 89,463 shares; 2025Q2: 86,285 shares; 2025Q3: 86,726 shares 86,726 $4.4M 0.01% +441 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 22,265 shares; 2025Q1: 17,764 shares; 2025Q2: 18,849 shares; 2025Q3: 14,253 shares 14,253 $4.38M 0.01% -4,596 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: 46,251 shares; 2024Q4: 39,822 shares; 2025Q1: 38,575 shares; 2025Q2: 51,745 shares; 2025Q3: 43,592 shares 43,592 $4.38M 0.01% -8,153 Timeline USRT 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: 76,594 shares; 2024Q4: 77,782 shares; 2025Q1: 76,373 shares; 2025Q2: 74,949 shares; 2025Q3: 74,243 shares 74,243 $4.36M 0.01% -706 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE 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: 158,783 shares 158,783 $4.36M 0.01% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,453 shares; 2024Q4: 150,167 shares; 2025Q1: 153,041 shares; 2025Q2: 156,879 shares; 2025Q3: 175,141 shares 175,141 $4.33M 0.01% +18,262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,713 shares; 2025Q3: 28,222 shares 28,222 $4.33M 0.01% +1,509 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,277 shares; 2024Q4: 395,809 shares; 2025Q1: 390,809 shares; 2025Q2: 491,082 shares; 2025Q3: 474,056 shares 474,056 $4.26M 0.01% -17,026 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: 124,044 shares; 2024Q4: 157,608 shares; 2025Q1: 192,232 shares; 2025Q2: 189,609 shares; 2025Q3: 158,740 shares 158,740 $4.22M 0.01% -30,869 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,477 shares; 2024Q4: 226,015 shares; 2025Q1: 227,436 shares; 2025Q2: 232,857 shares; 2025Q3: 225,302 shares 225,302 $4.21M 0.01% -7,555 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 185,828 shares; 2025Q2: not reported; 2025Q3: 308,829 shares 308,829 $4.21M 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 12,768 shares; 2025Q1: 32,042 shares; 2025Q2: 33,013 shares; 2025Q3: 33,340 shares 33,340 $4.2M 0.01% +327 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,569 shares; 2024Q4: 54,912 shares; 2025Q1: 40,904 shares; 2025Q2: 74,193 shares; 2025Q3: 82,280 shares 82,280 $4.19M 0.01% +8,087 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: 30,128 shares; 2024Q4: 28,012 shares; 2025Q1: 23,894 shares; 2025Q2: 28,123 shares; 2025Q3: 30,272 shares 30,272 $4.17M 0.01% +2,149 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: 128,544 shares; 2024Q4: 108,470 shares; 2025Q1: 93,053 shares; 2025Q2: 87,492 shares; 2025Q3: 82,546 shares 82,546 $4.16M 0.01% -4,946 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,058 shares; 2024Q4: 47,988 shares; 2025Q1: 47,971 shares; 2025Q2: 68,681 shares; 2025Q3: 332,271 shares 332,271 $4.15M 0.01% +263,590 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,772 shares; 2024Q4: 251,096 shares; 2025Q1: 420,714 shares; 2025Q2: 355,217 shares; 2025Q3: 354,812 shares 354,812 $4.15M 0.01% -405 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,093 shares; 2024Q4: 912,577 shares; 2025Q1: 2,445,011 shares; 2025Q2: 3,618,576 shares; 2025Q3: 914,133 shares 914,133 $4.15M 0.01% -2,704,443 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,687 shares; 2024Q4: 25,378 shares; 2025Q1: 25,511 shares; 2025Q2: 25,815 shares; 2025Q3: 24,627 shares 24,627 $4.12M 0.01% -1,188 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,797 shares; 2025Q2: 91,344 shares; 2025Q3: 109,845 shares 109,845 $4.12M 0.01% +18,501 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: 25,630 shares; 2024Q4: 25,300 shares; 2025Q1: 24,844 shares; 2025Q2: 24,765 shares; 2025Q3: 24,459 shares 24,459 $4.11M 0.01% -306 Timeline CGW 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: 56,927 shares; 2024Q4: 57,250 shares; 2025Q1: 61,362 shares; 2025Q2: 61,488 shares; 2025Q3: 63,758 shares 63,758 $4.1M 0.01% +2,270 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,983 shares; 2024Q4: 65,425 shares; 2025Q1: 76,672 shares; 2025Q2: 77,884 shares; 2025Q3: 78,239 shares 78,239 $4.1M 0.01% +355 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,145 shares; 2024Q4: 31,327 shares; 2025Q1: 30,520 shares; 2025Q2: 41,031 shares; 2025Q3: 35,544 shares 35,544 $4.07M 0.01% -5,487 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,478 shares; 2024Q4: 67,881 shares; 2025Q1: 67,938 shares; 2025Q2: 117,479 shares; 2025Q3: 130,980 shares 130,980 $4.06M 0.01% +13,501 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,232 shares 6,232 $4.05M 0.01% new 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: 88,122 shares; 2024Q4: 65,303 shares; 2025Q1: 31,893 shares; 2025Q2: 19,358 shares; 2025Q3: 18,569 shares 18,569 $4.05M 0.01% -789 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: 26,436 shares; 2024Q4: 26,388 shares; 2025Q1: 33,147 shares; 2025Q2: 26,708 shares; 2025Q3: 29,195 shares 29,195 $4.05M 0.01% +2,487 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: 11,929 shares; 2025Q2: 12,468 shares; 2025Q3: 20,535 shares 20,535 $4.02M 0.01% +8,067 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,919 shares; 2025Q1: 10,906 shares; 2025Q2: 22,927 shares; 2025Q3: 102,909 shares 102,909 $3.98M 0.01% +79,982 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 10,162 shares; 2025Q1: 19,463 shares; 2025Q2: 12,984 shares; 2025Q3: 12,261 shares 12,261 $3.95M 0.01% -723 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,454 shares; 2024Q4: 392,773 shares; 2025Q1: 541,587 shares; 2025Q2: 273,833 shares; 2025Q3: 83,260 shares 83,260 $3.93M 0.01% -190,573 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,072 shares; 2024Q4: 98,756 shares; 2025Q1: 263,482 shares; 2025Q2: 274,957 shares; 2025Q3: 275,619 shares 275,619 $3.89M 0.01% +662 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,247 shares; 2024Q4: 68,303 shares; 2025Q1: 169,009 shares; 2025Q2: 174,405 shares; 2025Q3: 191,838 shares 191,838 $3.89M 0.01% +17,433 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,503 shares; 2024Q4: 375,180 shares; 2025Q1: 24,182 shares; 2025Q2: 130,419 shares; 2025Q3: 40,186 shares 40,186 $3.88M 0.01% -90,233 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,733 shares; 2024Q4: 67,724 shares; 2025Q1: 68,656 shares; 2025Q2: 53,442 shares; 2025Q3: 51,130 shares 51,130 $3.87M 0.01% -2,312 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,961 shares; 2024Q4: 65,138 shares; 2025Q1: 60,488 shares; 2025Q2: 76,794 shares; 2025Q3: 87,995 shares 87,995 $3.87M 0.01% +11,201 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 24,800 shares; 2025Q2: 47,239 shares; 2025Q3: 90,454 shares 90,454 $3.86M 0.01% +43,215 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,585 shares; 2025Q1: 18,231 shares; 2025Q2: 16,229 shares; 2025Q3: 16,424 shares 16,424 $3.86M 0.01% +195 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,144 shares; 2024Q4: 48,508 shares; 2025Q1: 50,223 shares; 2025Q2: 165,242 shares; 2025Q3: 188,157 shares 188,157 $3.84M 0.01% +22,915 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,758 shares; 2024Q4: 97,930 shares; 2025Q1: 99,820 shares; 2025Q2: 86,571 shares; 2025Q3: 85,786 shares 85,786 $3.83M 0.01% -785 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,874 shares; 2024Q4: 188,385 shares; 2025Q1: 182,290 shares; 2025Q2: 182,918 shares; 2025Q3: 198,084 shares 198,084 $3.83M 0.01% +15,166 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,651 shares; 2024Q4: 72,663 shares; 2025Q1: 85,957 shares; 2025Q2: 74,273 shares; 2025Q3: 85,545 shares 85,545 $3.81M 0.01% +11,272 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 16,171 shares; 2025Q1: 16,260 shares; 2025Q2: 142,500 shares; 2025Q3: 85,481 shares 85,481 $3.8M 0.01% -57,019 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,446 shares; 2025Q1: not reported; 2025Q2: 14,385 shares; 2025Q3: 12,636 shares 12,636 $3.79M 0.01% -1,749 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,859 shares; 2024Q4: 15,343 shares; 2025Q1: 23,592 shares; 2025Q2: 25,367 shares; 2025Q3: 23,665 shares 23,665 $3.77M 0.01% -1,702 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,333 shares; 2024Q4: 161,198 shares; 2025Q1: 160,353 shares; 2025Q2: 157,966 shares; 2025Q3: 159,243 shares 159,243 $3.77M 0.01% +1,277 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,191 shares; 2024Q4: 103,627 shares; 2025Q1: 43,986 shares; 2025Q2: 55,753 shares; 2025Q3: 110,138 shares 110,138 $3.76M 0.01% +54,385 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,354 shares; 2024Q4: 15,824 shares; 2025Q1: 20,428 shares; 2025Q2: 23,225 shares; 2025Q3: 26,572 shares 26,572 $3.76M 0.01% +3,347 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,024 shares 4,024 $3.76M 0.01% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,462 shares; 2025Q2: 120,045 shares; 2025Q3: 103,144 shares 103,144 $3.74M 0.01% -16,901 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,413 shares; 2025Q3: 134,413 shares 134,413 $3.74M 0.01% 0 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,136 shares; 2024Q4: 240,136 shares; 2025Q1: 240,036 shares; 2025Q2: 463,620 shares; 2025Q3: 374,309 shares 374,309 $3.72M 0.01% -89,311 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: 50,385 shares; 2024Q4: 45,759 shares; 2025Q1: 46,757 shares; 2025Q2: 62,648 shares; 2025Q3: 54,912 shares 54,912 $3.71M 0.01% -7,736 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,050 shares; 2024Q4: 115,183 shares; 2025Q1: 67,660 shares; 2025Q2: 68,139 shares; 2025Q3: 67,909 shares 67,909 $3.71M 0.01% -230 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,344 shares; 2024Q4: 15,155 shares; 2025Q1: 15,694 shares; 2025Q2: 18,341 shares; 2025Q3: 16,102 shares 16,102 $3.67M 0.01% -2,239 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: 27,006 shares; 2024Q4: 27,391 shares; 2025Q1: 27,085 shares; 2025Q2: 26,997 shares; 2025Q3: 25,854 shares 25,854 $3.66M 0.01% -1,143 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: 15,249 shares; 2024Q4: 14,837 shares; 2025Q1: 12,549 shares; 2025Q2: 11,635 shares; 2025Q3: 13,356 shares 13,356 $3.65M 0.01% +1,721 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: 13,724 shares; 2024Q4: 21,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,975 shares 7,975 $3.65M 0.01% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,159 shares; 2024Q4: 96,583 shares; 2025Q1: 97,678 shares; 2025Q2: 97,613 shares; 2025Q3: 100,098 shares 100,098 $3.65M 0.01% +2,485 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,512 shares; 2024Q4: 128,619 shares; 2025Q1: 121,964 shares; 2025Q2: 127,589 shares; 2025Q3: 132,672 shares 132,672 $3.64M 0.01% +5,083 Timeline OKLO OKLO INC More: the full row for OKLO 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: 132,893 shares; 2025Q2: 54,886 shares; 2025Q3: 32,469 shares 32,469 $3.62M 0.01% -22,417 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: 78,398 shares; 2024Q4: 142,819 shares; 2025Q1: 154,709 shares; 2025Q2: 165,232 shares; 2025Q3: 85,612 shares 85,612 $3.6M 0.01% -79,620 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,014 shares; 2024Q4: 394,793 shares; 2025Q1: 376,654 shares; 2025Q2: 392,716 shares; 2025Q3: 394,280 shares 394,280 $3.59M 0.01% +1,564 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,733 shares; 2024Q4: 96,406 shares; 2025Q1: 50,406 shares; 2025Q2: 49,945 shares; 2025Q3: 81,310 shares 81,310 $3.59M 0.01% +31,365 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,678 shares; 2025Q3: 68,591 shares 68,591 $3.58M 0.01% +55,913 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: 23,141 shares; 2024Q4: 32,674 shares; 2025Q1: 32,441 shares; 2025Q2: 37,767 shares; 2025Q3: 40,874 shares 40,874 $3.58M 0.01% +3,107 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,366 shares; 2024Q4: 28,305 shares; 2025Q1: 27,879 shares; 2025Q2: 27,180 shares; 2025Q3: 19,407 shares 19,407 $3.57M 0.01% -7,773 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 17,883 shares; 2025Q1: 19,261 shares; 2025Q2: 22,470 shares; 2025Q3: 103,870 shares 103,870 $3.55M 0.01% +81,400 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,792 shares; 2024Q4: 51,556 shares; 2025Q1: 46,839 shares; 2025Q2: 30,626 shares; 2025Q3: 25,141 shares 25,141 $3.55M 0.01% -5,485 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: 67,855 shares; 2024Q4: 80,397 shares; 2025Q1: 77,531 shares; 2025Q2: 84,176 shares; 2025Q3: 78,812 shares 78,812 $3.54M 0.01% -5,364 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: 40,089 shares; 2024Q4: 42,869 shares; 2025Q1: 41,865 shares; 2025Q2: 41,288 shares; 2025Q3: 41,663 shares 41,663 $3.53M 0.01% +375 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732,357 shares; 2024Q4: 210,580 shares; 2025Q1: 359,049 shares; 2025Q2: 357,668 shares; 2025Q3: 288,965 shares 288,965 $3.53M 0.01% -68,703 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: 23,414 shares; 2024Q4: 22,185 shares; 2025Q1: 22,246 shares; 2025Q2: 22,938 shares; 2025Q3: 41,657 shares 41,657 $3.52M 0.01% +18,719 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,232 shares; 2024Q4: 75,375 shares; 2025Q1: 71,192 shares; 2025Q2: 72,786 shares; 2025Q3: 72,812 shares 72,812 $3.51M 0.01% +26 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: 200,799 shares; 2024Q4: 202,599 shares; 2025Q1: 185,843 shares; 2025Q2: 175,375 shares; 2025Q3: 169,744 shares 169,744 $3.51M 0.01% -5,631 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: 28,909 shares; 2024Q4: 30,801 shares; 2025Q1: 30,479 shares; 2025Q2: 45,026 shares; 2025Q3: 43,160 shares 43,160 $3.5M 0.01% -1,866 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,394 shares; 2024Q4: 110,638 shares; 2025Q1: 99,835 shares; 2025Q2: 156,302 shares; 2025Q3: 182,093 shares 182,093 $3.49M 0.01% +25,791 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: 290,787 shares; 2024Q4: 276,291 shares; 2025Q1: 281,002 shares; 2025Q2: 231,587 shares; 2025Q3: 225,069 shares 225,069 $3.48M 0.01% -6,518 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,016 shares; 2024Q4: 26,371 shares; 2025Q1: 26,039 shares; 2025Q2: 23,640 shares; 2025Q3: 16,034 shares 16,034 $3.48M 0.01% -7,606 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: 159,443 shares; 2024Q4: 158,864 shares; 2025Q1: 186,191 shares; 2025Q2: 188,345 shares; 2025Q3: 203,478 shares 203,478 $3.47M 0.01% +15,133 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC 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: 36,430 shares 36,430 $3.47M 0.01% new 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: 21,588 shares; 2024Q4: 19,672 shares; 2025Q1: 19,514 shares; 2025Q2: 21,695 shares; 2025Q3: 24,839 shares 24,839 $3.46M 0.01% +3,144 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 16,352 shares; 2025Q1: 16,669 shares; 2025Q2: 17,652 shares; 2025Q3: 17,216 shares 17,216 $3.45M 0.01% -436 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,099 shares; 2024Q4: 139,489 shares; 2025Q1: 87,055 shares; 2025Q2: 94,043 shares; 2025Q3: 58,012 shares 58,012 $3.43M 0.01% -36,031 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,480 shares; 2024Q4: 16,730 shares; 2025Q1: not reported; 2025Q2: 23,604 shares; 2025Q3: 11,007 shares 11,007 $3.41M 0.01% -12,597 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,225 shares; 2024Q4: 83,963 shares; 2025Q1: 77,261 shares; 2025Q2: 80,460 shares; 2025Q3: 64,103 shares 64,103 $3.41M 0.01% -16,357 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 13,563 shares; 2025Q1: 20,087 shares; 2025Q2: 29,241 shares; 2025Q3: 36,427 shares 36,427 $3.41M 0.01% +7,186 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,198 shares; 2024Q4: 26,632 shares; 2025Q1: 28,015 shares; 2025Q2: 27,937 shares; 2025Q3: 26,840 shares 26,840 $3.4M 0.01% -1,097 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 9,527 shares 9,527 $3.4M 0.01% -1,044 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,867 shares; 2024Q4: 117,355 shares; 2025Q1: 118,287 shares; 2025Q2: 118,825 shares; 2025Q3: 119,331 shares 119,331 $3.38M 0.01% +506 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,968 shares; 2025Q3: 141,639 shares 141,639 $3.37M 0.01% +671 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 42,164 shares; 2025Q3: 197,268 shares 197,268 $3.37M 0.01% +155,104 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: 359,229 shares; 2024Q4: 335,831 shares; 2025Q1: 247,479 shares; 2025Q2: 80,420 shares; 2025Q3: 77,108 shares 77,108 $3.33M 0.01% -3,312 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 35,730 shares; 2025Q1: 35,513 shares; 2025Q2: 35,928 shares; 2025Q3: 36,680 shares 36,680 $3.32M 0.01% +752 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,698 shares; 2024Q4: 38,067 shares; 2025Q1: 55,153 shares; 2025Q2: 55,153 shares; 2025Q3: 87,955 shares 87,955 $3.27M 0.01% +32,802 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: 30,597 shares; 2024Q4: 31,151 shares; 2025Q1: 36,074 shares; 2025Q2: 40,176 shares; 2025Q3: 41,368 shares 41,368 $3.25M 0.01% +1,192 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: 29,347 shares; 2024Q4: 31,038 shares; 2025Q1: 30,948 shares; 2025Q2: 35,711 shares; 2025Q3: 37,891 shares 37,891 $3.23M 0.01% +2,180 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,198 shares; 2024Q4: 81,300 shares; 2025Q1: 93,759 shares; 2025Q2: 93,423 shares; 2025Q3: 102,962 shares 102,962 $3.23M 0.01% +9,539 Timeline JGRO 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: 22,061 shares; 2025Q1: 29,326 shares; 2025Q2: 17,874 shares; 2025Q3: 34,407 shares 34,407 $3.23M 0.01% +16,533 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,100 shares; 2024Q4: 170,650 shares; 2025Q1: 170,650 shares; 2025Q2: 174,691 shares; 2025Q3: 144,773 shares 144,773 $3.22M 0.01% -29,918 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: 43,591 shares; 2024Q4: 44,613 shares; 2025Q1: 44,815 shares; 2025Q2: 48,399 shares; 2025Q3: 53,463 shares 53,463 $3.22M 0.01% +5,064 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: 242,936 shares; 2024Q4: 260,190 shares; 2025Q1: 253,875 shares; 2025Q2: 267,403 shares; 2025Q3: 261,501 shares 261,501 $3.21M 0.01% -5,902 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,552 shares; 2025Q3: 7,554 shares 7,554 $3.21M 0.01% -2,998 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,733 shares; 2024Q4: 130,194 shares; 2025Q1: 125,030 shares; 2025Q2: 47,521 shares; 2025Q3: 33,128 shares 33,128 $3.2M 0.01% -14,393 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,739 shares 116,739 $3.19M 0.01% new Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,588 shares; 2024Q4: 603,997 shares; 2025Q1: 527,403 shares; 2025Q2: 504,753 shares; 2025Q3: 313,149 shares 313,149 $3.18M 0.01% -191,604 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,997 shares; 2024Q4: 55,426 shares; 2025Q1: 54,038 shares; 2025Q2: 57,766 shares; 2025Q3: 62,059 shares 62,059 $3.18M 0.01% +4,293 Timeline FXI 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: 62,153 shares; 2024Q4: 71,007 shares; 2025Q1: 74,014 shares; 2025Q2: 75,072 shares; 2025Q3: 77,346 shares 77,346 $3.18M 0.01% +2,274 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: 55,599 shares; 2024Q4: 13,365 shares; 2025Q1: 14,050 shares; 2025Q2: 17,063 shares; 2025Q3: 16,627 shares 16,627 $3.18M 0.01% -436 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: 17,889 shares; 2024Q4: 11,418 shares; 2025Q1: 10,553 shares; 2025Q2: 34,647 shares; 2025Q3: 30,724 shares 30,724 $3.18M 0.01% -3,923 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 12,296 shares; 2025Q1: 15,576 shares; 2025Q2: 21,007 shares; 2025Q3: 22,126 shares 22,126 $3.16M 0.01% +1,119 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,644 shares; 2024Q4: 87,579 shares; 2025Q1: 196,176 shares; 2025Q2: 193,454 shares; 2025Q3: 219,759 shares 219,759 $3.14M 0.01% +26,305 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: 10,011 shares; 2025Q1: 53,173 shares; 2025Q2: 26,789 shares; 2025Q3: 18,565 shares 18,565 $3.13M 0.01% -8,224 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,850 shares; 2024Q4: 74,866 shares; 2025Q1: 74,850 shares; 2025Q2: 74,998 shares; 2025Q3: 73,595 shares 73,595 $3.11M 0.01% -1,403 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,352 shares; 2024Q4: 38,660 shares; 2025Q1: 41,071 shares; 2025Q2: 44,412 shares; 2025Q3: 41,576 shares 41,576 $3.11M 0.01% -2,836 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,830 shares; 2024Q4: 26,864 shares; 2025Q1: 26,713 shares; 2025Q2: 24,090 shares; 2025Q3: 23,054 shares 23,054 $3.1M 0.01% -1,036 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,078 shares; 2024Q4: 42,882 shares; 2025Q1: 71,572 shares; 2025Q2: 65,817 shares; 2025Q3: 64,264 shares 64,264 $3.1M 0.01% -1,553 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,667 shares; 2024Q4: 42,764 shares; 2025Q1: 45,264 shares; 2025Q2: 47,096 shares; 2025Q3: 66,672 shares 66,672 $3.09M 0.01% +19,576 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,540 shares; 2024Q4: 53,827 shares; 2025Q1: 53,001 shares; 2025Q2: 55,074 shares; 2025Q3: 71,197 shares 71,197 $3.09M 0.01% +16,123 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,832 shares; 2024Q4: 47,075 shares; 2025Q1: 54,223 shares; 2025Q2: 66,318 shares; 2025Q3: 85,016 shares 85,016 $3.09M 0.01% +18,698 Timeline SMIG 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: 14,003 shares; 2024Q4: 28,328 shares; 2025Q1: 68,812 shares; 2025Q2: 97,508 shares; 2025Q3: 103,998 shares 103,998 $3.08M 0.01% +6,490 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,081 shares; 2024Q4: 21,640 shares; 2025Q1: 17,492 shares; 2025Q2: 20,187 shares; 2025Q3: 19,541 shares 19,541 $3.08M 0.01% -646 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,637 shares; 2024Q4: 56,678 shares; 2025Q1: 59,358 shares; 2025Q2: 72,030 shares; 2025Q3: 81,774 shares 81,774 $3.08M 0.01% +9,744 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: 44,326 shares; 2025Q3: 47,455 shares 47,455 $3.08M 0.01% +3,129 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,102 shares; 2024Q4: 127,923 shares; 2025Q1: 127,139 shares; 2025Q2: 126,306 shares; 2025Q3: 125,879 shares 125,879 $3.08M 0.01% -427 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,901 shares; 2024Q4: 80,581 shares; 2025Q1: 82,575 shares; 2025Q2: 76,050 shares; 2025Q3: 72,506 shares 72,506 $3.07M 0.01% -3,544 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,868 shares; 2024Q4: 41,933 shares; 2025Q1: 42,706 shares; 2025Q2: 43,570 shares; 2025Q3: 36,209 shares 36,209 $3.07M 0.01% -7,361 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares 1,590 $3.04M 0.01% new Timeline