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: 17,332 shares; 2024Q4: 19,241 shares; 2025Q1: 85,017 shares; 2025Q2: 85,869 shares; 2025Q3: 140,744 shares 140,744 $5.53M 0.03% +54,875 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: 20,285 shares; 2024Q4: 21,247 shares; 2025Q1: 21,610 shares; 2025Q2: 33,832 shares; 2025Q3: 46,026 shares 46,026 $5.53M 0.03% +12,194 Timeline VONV 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: 53,968 shares; 2024Q4: 53,985 shares; 2025Q1: 54,247 shares; 2025Q2: 58,960 shares; 2025Q3: 61,457 shares 61,457 $5.49M 0.03% +2,497 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 53,919 shares; 2025Q1: 58,414 shares; 2025Q2: 62,115 shares; 2025Q3: 65,177 shares 65,177 $5.47M 0.03% +3,062 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,442 shares; 2024Q4: 13,945 shares; 2025Q1: 15,834 shares; 2025Q2: 17,720 shares; 2025Q3: 16,862 shares 16,862 $5.43M 0.03% -858 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,228 shares; 2024Q4: 247,376 shares; 2025Q1: 256,565 shares; 2025Q2: 140,946 shares; 2025Q3: 124,074 shares 124,074 $5.43M 0.03% -16,872 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,686 shares; 2024Q4: 28,777 shares; 2025Q1: 35,076 shares; 2025Q2: 72,605 shares; 2025Q3: 64,347 shares 64,347 $5.43M 0.03% -8,258 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,336 shares; 2025Q1: 10,453 shares; 2025Q2: 10,763 shares; 2025Q3: 9,077 shares 9,077 $5.41M 0.03% -1,686 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,135 shares; 2024Q4: 94,841 shares; 2025Q1: 106,133 shares; 2025Q2: 112,453 shares; 2025Q3: 114,295 shares 114,295 $5.39M 0.03% +1,842 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: 94,364 shares; 2024Q4: 100,189 shares; 2025Q1: 104,444 shares; 2025Q2: 103,726 shares; 2025Q3: 104,508 shares 104,508 $5.36M 0.03% +782 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: 25,637 shares; 2024Q4: 25,019 shares; 2025Q1: 24,785 shares; 2025Q2: 21,137 shares; 2025Q3: 21,260 shares 21,260 $5.35M 0.03% +123 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: 76,918 shares; 2024Q4: 79,286 shares; 2025Q1: 91,417 shares; 2025Q2: 102,523 shares; 2025Q3: 105,110 shares 105,110 $5.33M 0.03% +2,587 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,952 shares; 2024Q4: 78,947 shares; 2025Q1: 73,502 shares; 2025Q2: 82,467 shares; 2025Q3: 80,791 shares 80,791 $5.33M 0.03% -1,676 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: 91,654 shares; 2024Q4: 76,859 shares; 2025Q1: 78,271 shares; 2025Q2: 88,544 shares; 2025Q3: 101,766 shares 101,766 $5.31M 0.03% +13,222 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,411 shares; 2024Q4: 49,461 shares; 2025Q1: 46,761 shares; 2025Q2: 48,935 shares; 2025Q3: 37,072 shares 37,072 $5.31M 0.03% -11,863 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: 11,107 shares; 2024Q4: 11,663 shares; 2025Q1: 9,951 shares; 2025Q2: 13,293 shares; 2025Q3: 17,648 shares 17,648 $5.29M 0.03% +4,355 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,537 shares; 2024Q4: 36,022 shares; 2025Q1: 33,708 shares; 2025Q2: 35,046 shares; 2025Q3: 33,395 shares 33,395 $5.28M 0.03% -1,651 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 19,259 shares; 2025Q1: 16,086 shares; 2025Q2: 47,429 shares; 2025Q3: 42,938 shares 42,938 $5.26M 0.03% -4,491 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,878 shares; 2025Q3: 103,112 shares 103,112 $5.2M 0.03% +12,234 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,144 shares; 2024Q4: 189,771 shares; 2025Q1: 185,329 shares; 2025Q2: 154,942 shares; 2025Q3: 213,527 shares 213,527 $5.19M 0.03% +58,585 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: 114,778 shares; 2024Q4: 141,504 shares; 2025Q1: 152,253 shares; 2025Q2: 161,879 shares; 2025Q3: 174,744 shares 174,744 $5.18M 0.03% +12,865 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,633 shares; 2024Q4: 29,320 shares; 2025Q1: 28,170 shares; 2025Q2: 26,980 shares; 2025Q3: 21,500 shares 21,500 $5.18M 0.03% -5,480 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: 105,737 shares; 2024Q4: 106,835 shares; 2025Q1: 115,408 shares; 2025Q2: 59,270 shares; 2025Q3: 58,866 shares 58,866 $5.17M 0.03% -404 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,725 shares; 2024Q4: 36,087 shares; 2025Q1: 35,970 shares; 2025Q2: 36,779 shares; 2025Q3: 113,217 shares 113,217 $5.16M 0.03% +76,438 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: 28,506 shares; 2024Q4: 30,760 shares; 2025Q1: 29,949 shares; 2025Q2: 27,971 shares; 2025Q3: 77,992 shares 77,992 $5.15M 0.03% +50,021 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,412 shares; 2024Q4: 56,149 shares; 2025Q1: 51,849 shares; 2025Q2: 60,663 shares; 2025Q3: 71,131 shares 71,131 $5.14M 0.03% +10,468 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,288 shares; 2024Q4: 113,658 shares; 2025Q1: 121,526 shares; 2025Q2: 118,660 shares; 2025Q3: 137,601 shares 137,601 $5.11M 0.03% +18,941 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: 9,778 shares; 2024Q4: 9,773 shares; 2025Q1: 7,534 shares; 2025Q2: 8,129 shares; 2025Q3: 7,839 shares 7,839 $5.09M 0.03% -290 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,637 shares; 2024Q4: 21,280 shares; 2025Q1: 20,001 shares; 2025Q2: 70,569 shares; 2025Q3: 73,827 shares 73,827 $5.08M 0.03% +3,258 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: 103,726 shares; 2024Q4: 116,157 shares; 2025Q1: 100,823 shares; 2025Q2: 90,478 shares; 2025Q3: 99,257 shares 99,257 $5.07M 0.03% +8,779 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,814 shares; 2024Q4: 53,680 shares; 2025Q1: 58,043 shares; 2025Q2: 54,614 shares; 2025Q3: 63,083 shares 63,083 $5.06M 0.03% +8,469 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,891 shares; 2024Q4: 52,840 shares; 2025Q1: 51,258 shares; 2025Q2: 57,134 shares; 2025Q3: 55,297 shares 55,297 $5.06M 0.03% -1,837 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: 55,318 shares; 2024Q4: 50,384 shares; 2025Q1: 45,898 shares; 2025Q2: 47,557 shares; 2025Q3: 50,221 shares 50,221 $5.05M 0.03% +2,664 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: 26,971 shares; 2024Q4: 58,591 shares; 2025Q1: 54,920 shares; 2025Q2: 114,574 shares; 2025Q3: 117,506 shares 117,506 $5.05M 0.03% +2,932 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,770 shares; 2025Q3: 92,584 shares 92,584 $5.01M 0.03% +86,814 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: 107,713 shares; 2024Q4: 102,197 shares; 2025Q1: 75,315 shares; 2025Q2: 75,033 shares; 2025Q3: 74,102 shares 74,102 $5.01M 0.03% -931 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,297 shares; 2025Q3: 95,069 shares 95,069 $5.01M 0.03% +28,772 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: 5,653 shares; 2024Q4: 5,203 shares; 2025Q1: 7,711 shares; 2025Q2: 47,394 shares; 2025Q3: 48,397 shares 48,397 $5M 0.03% +1,003 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: 17,888 shares; 2024Q4: 26,801 shares; 2025Q1: 13,691 shares; 2025Q2: 38,125 shares; 2025Q3: 51,788 shares 51,788 $5M 0.03% +13,663 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,170 shares; 2024Q4: 88,933 shares; 2025Q1: 369,998 shares; 2025Q2: 150,738 shares; 2025Q3: 126,159 shares 126,159 $5M 0.03% -24,579 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,895 shares; 2025Q2: 7,758 shares; 2025Q3: 54,463 shares 54,463 $4.96M 0.03% +46,705 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: 8,157 shares; 2025Q1: 40,000 shares; 2025Q2: 38,844 shares; 2025Q3: 44,127 shares 44,127 $4.95M 0.03% +5,283 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,587 shares; 2024Q4: 24,116 shares; 2025Q1: 11,880 shares; 2025Q2: 30,143 shares; 2025Q3: 31,966 shares 31,966 $4.94M 0.03% +1,823 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,796 shares; 2024Q4: 133,735 shares; 2025Q1: 69,409 shares; 2025Q2: 79,514 shares; 2025Q3: 72,951 shares 72,951 $4.92M 0.03% -6,563 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,751 shares; 2024Q4: 58,839 shares; 2025Q1: 59,206 shares; 2025Q2: 49,171 shares; 2025Q3: 49,138 shares 49,138 $4.92M 0.03% -33 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: 29,460 shares; 2024Q4: 31,423 shares; 2025Q1: 28,122 shares; 2025Q2: 27,387 shares; 2025Q3: 24,962 shares 24,962 $4.9M 0.03% -2,425 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 19,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,721 shares 255,721 $4.84M 0.03% new Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 85,316 shares 85,316 $4.8M 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,194 shares; 2024Q4: 52,473 shares; 2025Q1: 44,948 shares; 2025Q2: 43,579 shares; 2025Q3: 45,972 shares 45,972 $4.77M 0.03% +2,393 Timeline HYLB 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: 44,385 shares; 2024Q4: 45,515 shares; 2025Q1: 77,121 shares; 2025Q2: 83,733 shares; 2025Q3: 127,823 shares 127,823 $4.74M 0.03% +44,090 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 11,310 shares; 2025Q1: 137,488 shares; 2025Q2: 208,234 shares; 2025Q3: 243,999 shares 243,999 $4.74M 0.03% +35,765 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,604 shares; 2024Q4: 15,935 shares; 2025Q1: 12,719 shares; 2025Q2: 12,520 shares; 2025Q3: 102,515 shares 102,515 $4.74M 0.03% +89,995 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,311 shares; 2024Q4: 96,233 shares; 2025Q1: 100,931 shares; 2025Q2: 83,619 shares; 2025Q3: 98,899 shares 98,899 $4.73M 0.03% +15,280 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: 12,504 shares; 2024Q4: 12,026 shares; 2025Q1: 13,125 shares; 2025Q2: 14,316 shares; 2025Q3: 16,362 shares 16,362 $4.73M 0.03% +2,046 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: 29,514 shares; 2024Q4: 30,349 shares; 2025Q1: 34,288 shares; 2025Q2: 36,572 shares; 2025Q3: 35,355 shares 35,355 $4.72M 0.03% -1,217 Timeline IGLD 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: 147,132 shares; 2024Q4: 168,052 shares; 2025Q1: 170,843 shares; 2025Q2: 176,005 shares; 2025Q3: 196,289 shares 196,289 $4.7M 0.03% +20,284 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: 17,259 shares; 2024Q4: 16,495 shares; 2025Q1: 17,405 shares; 2025Q2: 33,130 shares; 2025Q3: 85,751 shares 85,751 $4.7M 0.03% +52,621 Timeline JEPQ 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: 92,447 shares; 2024Q4: 91,132 shares; 2025Q1: 73,742 shares; 2025Q2: 83,331 shares; 2025Q3: 81,517 shares 81,517 $4.69M 0.03% -1,814 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,868 shares; 2024Q4: 34,244 shares; 2025Q1: 33,547 shares; 2025Q2: 32,183 shares; 2025Q3: 33,044 shares 33,044 $4.68M 0.03% +861 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,969 shares; 2024Q4: 21,381 shares; 2025Q1: 23,372 shares; 2025Q2: 24,091 shares; 2025Q3: 24,345 shares 24,345 $4.64M 0.03% +254 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: 26,992 shares; 2024Q4: 24,436 shares; 2025Q1: 19,931 shares; 2025Q2: 22,526 shares; 2025Q3: 20,349 shares 20,349 $4.63M 0.03% -2,177 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: 82,826 shares; 2024Q4: 84,623 shares; 2025Q1: 53,267 shares; 2025Q2: 53,008 shares; 2025Q3: 57,417 shares 57,417 $4.63M 0.03% +4,409 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,783 shares; 2024Q4: 39,476 shares; 2025Q1: 27,260 shares; 2025Q2: 30,863 shares; 2025Q3: 24,592 shares 24,592 $4.62M 0.03% -6,271 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,551 shares; 2024Q4: 85,484 shares; 2025Q1: 87,842 shares; 2025Q2: 87,385 shares; 2025Q3: 89,465 shares 89,465 $4.61M 0.03% +2,080 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: 63,507 shares; 2024Q4: 64,911 shares; 2025Q1: 96,804 shares; 2025Q2: 108,508 shares; 2025Q3: 84,579 shares 84,579 $4.6M 0.03% -23,929 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,104 shares; 2024Q4: 9,988 shares; 2025Q1: 11,153 shares; 2025Q2: 13,964 shares; 2025Q3: 13,534 shares 13,534 $4.57M 0.03% -430 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,396 shares; 2024Q4: 45,150 shares; 2025Q1: 85,317 shares; 2025Q2: 92,423 shares; 2025Q3: 90,417 shares 90,417 $4.57M 0.03% -2,006 Timeline RPG 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: 25,192 shares; 2024Q4: 24,805 shares; 2025Q1: 103,412 shares; 2025Q2: 107,859 shares; 2025Q3: 95,513 shares 95,513 $4.56M 0.03% -12,346 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,555 shares; 2025Q1: 31,772 shares; 2025Q2: 274,284 shares; 2025Q3: 127,100 shares 127,100 $4.56M 0.03% -147,184 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: 2,143 shares; 2024Q4: 2,188 shares; 2025Q1: 2,070 shares; 2025Q2: 2,183 shares; 2025Q3: 2,376 shares 2,376 $4.54M 0.03% +193 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 17,102 shares; 2025Q1: 16,768 shares; 2025Q2: 16,224 shares; 2025Q3: 15,849 shares 15,849 $4.54M 0.03% -375 Timeline GSC 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: 83,628 shares; 2025Q1: 84,701 shares; 2025Q2: 59,101 shares; 2025Q3: 85,172 shares 85,172 $4.54M 0.03% +26,071 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,028 shares; 2024Q4: 184,052 shares; 2025Q1: 182,591 shares; 2025Q2: 182,285 shares; 2025Q3: 191,703 shares 191,703 $4.54M 0.03% +9,418 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: 35,187 shares; 2024Q4: 37,113 shares; 2025Q1: 60,522 shares; 2025Q2: 58,501 shares; 2025Q3: 66,055 shares 66,055 $4.5M 0.03% +7,554 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,861 shares; 2024Q4: 60,444 shares; 2025Q1: 61,393 shares; 2025Q2: 59,950 shares; 2025Q3: 61,671 shares 61,671 $4.48M 0.03% +1,721 Timeline DFAI 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: 104,022 shares; 2024Q4: 103,954 shares; 2025Q1: 110,752 shares; 2025Q2: 115,227 shares; 2025Q3: 122,433 shares 122,433 $4.45M 0.03% +7,206 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,519 shares; 2025Q1: 1,611 shares; 2025Q2: 2,177 shares; 2025Q3: 1,897 shares 1,897 $4.43M 0.03% -280 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: 27,644 shares; 2024Q4: 22,378 shares; 2025Q1: 13,926 shares; 2025Q2: 25,005 shares; 2025Q3: 23,381 shares 23,381 $4.42M 0.03% -1,624 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,657 shares; 2024Q4: 33,567 shares; 2025Q1: 35,313 shares; 2025Q2: 35,630 shares; 2025Q3: 35,906 shares 35,906 $4.4M 0.03% +276 Timeline FV 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: 67,106 shares; 2024Q4: 66,734 shares; 2025Q1: 66,633 shares; 2025Q2: 71,879 shares; 2025Q3: 70,639 shares 70,639 $4.37M 0.03% -1,240 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: 77,579 shares; 2024Q4: 75,700 shares; 2025Q1: 75,818 shares; 2025Q2: 76,574 shares; 2025Q3: 77,182 shares 77,182 $4.36M 0.03% +608 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: 18,252 shares; 2024Q4: 17,998 shares; 2025Q1: 18,583 shares; 2025Q2: 22,266 shares; 2025Q3: 23,316 shares 23,316 $4.36M 0.02% +1,050 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: 121,029 shares; 2024Q4: 140,118 shares; 2025Q1: 37,433 shares; 2025Q2: 37,958 shares; 2025Q3: 53,977 shares 53,977 $4.31M 0.02% +16,019 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: 8,107 shares; 2024Q4: 8,335 shares; 2025Q1: 10,579 shares; 2025Q2: 10,466 shares; 2025Q3: 9,014 shares 9,014 $4.29M 0.02% -1,452 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,536 shares; 2024Q4: 80,821 shares; 2025Q1: 79,498 shares; 2025Q2: 78,900 shares; 2025Q3: 84,067 shares 84,067 $4.27M 0.02% +5,167 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,833 shares; 2024Q4: 94,834 shares; 2025Q1: 89,206 shares; 2025Q2: 88,743 shares; 2025Q3: 86,271 shares 86,271 $4.27M 0.02% -2,472 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,513 shares; 2024Q4: 369,701 shares; 2025Q1: 341,047 shares; 2025Q2: 360,327 shares; 2025Q3: 392,467 shares 392,467 $4.26M 0.02% +32,140 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,588 shares; 2024Q4: 118,305 shares; 2025Q1: 123,197 shares; 2025Q2: 128,625 shares; 2025Q3: 149,981 shares 149,981 $4.24M 0.02% +21,356 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 15,921 shares; 2025Q1: 15,207 shares; 2025Q2: 15,261 shares; 2025Q3: 16,502 shares 16,502 $4.23M 0.02% +1,241 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: 58,140 shares; 2024Q4: 70,576 shares; 2025Q1: 70,967 shares; 2025Q2: 74,513 shares; 2025Q3: 66,803 shares 66,803 $4.23M 0.02% -7,710 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,984 shares; 2024Q4: 39,810 shares; 2025Q1: 49,588 shares; 2025Q2: 46,042 shares; 2025Q3: 45,285 shares 45,285 $4.22M 0.02% -757 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,892 shares; 2024Q4: 169,613 shares; 2025Q1: 174,978 shares; 2025Q2: 151,954 shares; 2025Q3: 175,379 shares 175,379 $4.2M 0.02% +23,425 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: 26,841 shares; 2024Q4: 26,210 shares; 2025Q1: 23,937 shares; 2025Q2: 29,728 shares; 2025Q3: 31,098 shares 31,098 $4.19M 0.02% +1,370 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,237 shares; 2025Q1: 140,239 shares; 2025Q2: 106,278 shares; 2025Q3: 129,044 shares 129,044 $4.18M 0.02% +22,766 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: 41,355 shares; 2024Q4: 42,221 shares; 2025Q1: 44,597 shares; 2025Q2: 36,125 shares; 2025Q3: 32,319 shares 32,319 $4.17M 0.02% -3,806 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: 57,841 shares; 2024Q4: 47,370 shares; 2025Q1: 41,497 shares; 2025Q2: 41,117 shares; 2025Q3: 49,000 shares 49,000 $4.16M 0.02% +7,883 Timeline FTCB 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: 77,717 shares; 2024Q4: 123,803 shares; 2025Q1: 146,951 shares; 2025Q2: 164,759 shares; 2025Q3: 193,003 shares 193,003 $4.11M 0.02% +28,244 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,268 shares; 2024Q4: 232,507 shares; 2025Q1: 233,713 shares; 2025Q2: 225,553 shares; 2025Q3: 235,186 shares 235,186 $4.11M 0.02% +9,633 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,310 shares; 2024Q4: 53,298 shares; 2025Q1: 50,862 shares; 2025Q2: 49,473 shares; 2025Q3: 44,905 shares 44,905 $4.08M 0.02% -4,568 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 8,337 shares; 2025Q1: 8,036 shares; 2025Q2: 7,775 shares; 2025Q3: 8,256 shares 8,256 $4.07M 0.02% +481 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: 126,067 shares; 2024Q4: 126,349 shares; 2025Q1: 101,016 shares; 2025Q2: 90,571 shares; 2025Q3: 85,167 shares 85,167 $4.07M 0.02% -5,404 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: 52,268 shares; 2024Q4: 46,346 shares; 2025Q1: 45,945 shares; 2025Q2: 47,521 shares; 2025Q3: 46,961 shares 46,961 $4.01M 0.02% -560 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 25,032 shares; 2025Q1: 24,472 shares; 2025Q2: 51,288 shares; 2025Q3: 55,036 shares 55,036 $4M 0.02% +3,748 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,244 shares; 2024Q4: 171,840 shares; 2025Q1: 129,682 shares; 2025Q2: 133,918 shares; 2025Q3: 96,744 shares 96,744 $3.98M 0.02% -37,174 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,984 shares; 2025Q3: 27,301 shares 27,301 $3.98M 0.02% +6,317 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,758 shares; 2024Q4: 20,539 shares; 2025Q1: 99,979 shares; 2025Q2: 110,330 shares; 2025Q3: 114,920 shares 114,920 $3.97M 0.02% +4,590 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: 52,418 shares; 2024Q4: 51,076 shares; 2025Q1: 50,495 shares; 2025Q2: 48,770 shares; 2025Q3: 53,835 shares 53,835 $3.96M 0.02% +5,065 Timeline ISPY 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: 88,736 shares; 2024Q4: 96,139 shares; 2025Q1: 92,205 shares; 2025Q2: 88,107 shares; 2025Q3: 86,695 shares 86,695 $3.91M 0.02% -1,412 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,654 shares; 2024Q4: 33,118 shares; 2025Q1: 38,530 shares; 2025Q2: 39,873 shares; 2025Q3: 43,239 shares 43,239 $3.89M 0.02% +3,366 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,662 shares; 2024Q4: 16,863 shares; 2025Q1: 19,027 shares; 2025Q2: 42,556 shares; 2025Q3: 58,658 shares 58,658 $3.88M 0.02% +16,102 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,649 shares; 2024Q4: 54,555 shares; 2025Q1: 54,405 shares; 2025Q2: 57,727 shares; 2025Q3: 58,017 shares 58,017 $3.87M 0.02% +290 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,551 shares; 2024Q4: 26,486 shares; 2025Q1: 25,547 shares; 2025Q2: 27,700 shares; 2025Q3: 25,851 shares 25,851 $3.85M 0.02% -1,849 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 19,562 shares; 2025Q1: 18,060 shares; 2025Q2: 18,055 shares; 2025Q3: 18,744 shares 18,744 $3.85M 0.02% +689 Timeline QLTA 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: 33,841 shares; 2024Q4: 52,160 shares; 2025Q1: 53,822 shares; 2025Q2: 75,733 shares; 2025Q3: 79,325 shares 79,325 $3.84M 0.02% +3,592 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,903 shares; 2024Q4: 143,045 shares; 2025Q1: 62,121 shares; 2025Q2: 55,939 shares; 2025Q3: 53,953 shares 53,953 $3.83M 0.02% -1,986 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: 32,402 shares; 2024Q4: 35,115 shares; 2025Q1: 54,709 shares; 2025Q2: 43,446 shares; 2025Q3: 44,399 shares 44,399 $3.83M 0.02% +953 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: 12,318 shares; 2024Q4: 26,590 shares; 2025Q1: 28,242 shares; 2025Q2: 33,838 shares; 2025Q3: 34,268 shares 34,268 $3.83M 0.02% +430 Timeline SHYL 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: 34,670 shares; 2024Q4: 36,817 shares; 2025Q1: 63,361 shares; 2025Q2: 69,334 shares; 2025Q3: 83,441 shares 83,441 $3.79M 0.02% +14,107 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,052 shares; 2024Q4: 78,690 shares; 2025Q1: 83,528 shares; 2025Q2: 85,303 shares; 2025Q3: 83,686 shares 83,686 $3.78M 0.02% -1,617 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,771 shares; 2024Q4: 75,444 shares; 2025Q1: 78,034 shares; 2025Q2: 76,991 shares; 2025Q3: 82,042 shares 82,042 $3.78M 0.02% +5,051 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 87,487 shares; 2025Q1: 87,598 shares; 2025Q2: 87,487 shares; 2025Q3: 87,487 shares 87,487 $3.78M 0.02% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,479 shares; 2025Q1: 2,623 shares; 2025Q2: 2,728 shares; 2025Q3: 12,449 shares 12,449 $3.76M 0.02% +9,721 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,871 shares; 2024Q4: 20,745 shares; 2025Q1: 17,653 shares; 2025Q2: 20,567 shares; 2025Q3: 21,205 shares 21,205 $3.76M 0.02% +638 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: 63,881 shares; 2024Q4: 59,927 shares; 2025Q1: 59,981 shares; 2025Q2: 60,568 shares; 2025Q3: 57,788 shares 57,788 $3.76M 0.02% -2,780 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,760 shares; 2025Q1: 35,886 shares; 2025Q2: 30,542 shares; 2025Q3: 43,390 shares 43,390 $3.74M 0.02% +12,848 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,379 shares; 2024Q4: 72,289 shares; 2025Q1: 67,807 shares; 2025Q2: 73,073 shares; 2025Q3: 62,252 shares 62,252 $3.72M 0.02% -10,821 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: 19,574 shares; 2024Q4: 23,847 shares; 2025Q1: 19,630 shares; 2025Q2: 19,891 shares; 2025Q3: 23,523 shares 23,523 $3.71M 0.02% +3,632 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,311 shares; 2024Q4: 17,013 shares; 2025Q1: 15,980 shares; 2025Q2: 16,048 shares; 2025Q3: 16,327 shares 16,327 $3.71M 0.02% +279 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,145 shares; 2024Q4: 46,148 shares; 2025Q1: 50,475 shares; 2025Q2: 52,617 shares; 2025Q3: 52,618 shares 52,618 $3.7M 0.02% +1 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,380 shares; 2024Q4: 74,326 shares; 2025Q1: 69,945 shares; 2025Q2: 67,162 shares; 2025Q3: 71,939 shares 71,939 $3.7M 0.02% +4,777 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,387 shares; 2025Q1: 10,178 shares; 2025Q2: 14,048 shares; 2025Q3: 20,589 shares 20,589 $3.68M 0.02% +6,541 Timeline BOND 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: 347,900 shares; 2024Q4: 371,080 shares; 2025Q1: 31,862 shares; 2025Q2: 64,107 shares; 2025Q3: 39,139 shares 39,139 $3.65M 0.02% -24,968 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: 175,305 shares; 2024Q4: 275,503 shares; 2025Q1: 276,833 shares; 2025Q2: 281,062 shares; 2025Q3: 285,917 shares 285,917 $3.65M 0.02% +4,855 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,160 shares; 2024Q4: 43,674 shares; 2025Q1: 35,624 shares; 2025Q2: 45,244 shares; 2025Q3: 53,179 shares 53,179 $3.65M 0.02% +7,935 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: 28,760 shares; 2024Q4: 27,056 shares; 2025Q1: 33,500 shares; 2025Q2: 28,851 shares; 2025Q3: 30,351 shares 30,351 $3.64M 0.02% +1,500 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,859 shares; 2024Q4: 19,060 shares; 2025Q1: 10,883 shares; 2025Q2: 23,751 shares; 2025Q3: 24,402 shares 24,402 $3.63M 0.02% +651 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 3,876 shares; 2025Q1: 20,068 shares; 2025Q2: 19,884 shares; 2025Q3: 32,144 shares 32,144 $3.63M 0.02% +12,260 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: 87,178 shares; 2024Q4: 85,239 shares; 2025Q1: 84,519 shares; 2025Q2: 81,168 shares; 2025Q3: 79,245 shares 79,245 $3.63M 0.02% -1,923 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,499 shares; 2024Q4: 35,838 shares; 2025Q1: 33,589 shares; 2025Q2: 26,332 shares; 2025Q3: 25,150 shares 25,150 $3.63M 0.02% -1,182 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: 30,220 shares; 2024Q4: 29,512 shares; 2025Q1: 25,529 shares; 2025Q2: 25,106 shares; 2025Q3: 25,634 shares 25,634 $3.63M 0.02% +528 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,116 shares; 2024Q4: 29,168 shares; 2025Q1: 29,440 shares; 2025Q2: 28,019 shares; 2025Q3: 28,721 shares 28,721 $3.62M 0.02% +702 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: 20,270 shares; 2024Q4: 19,012 shares; 2025Q1: 16,983 shares; 2025Q2: 17,758 shares; 2025Q3: 16,565 shares 16,565 $3.61M 0.02% -1,193 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: 50,500 shares; 2024Q4: 61,784 shares; 2025Q1: 58,916 shares; 2025Q2: 37,256 shares; 2025Q3: 35,722 shares 35,722 $3.6M 0.02% -1,534 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: 165,094 shares; 2024Q4: 157,141 shares; 2025Q1: 117,434 shares; 2025Q2: 126,186 shares; 2025Q3: 91,711 shares 91,711 $3.59M 0.02% -34,475 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 10,510 shares; 2025Q1: 9,995 shares; 2025Q2: 11,055 shares; 2025Q3: 14,537 shares 14,537 $3.58M 0.02% +3,482 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 8,477 shares; 2025Q1: not reported; 2025Q2: 23,057 shares; 2025Q3: 95,351 shares 95,351 $3.58M 0.02% +72,294 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,549 shares; 2024Q4: 20,356 shares; 2025Q1: 20,770 shares; 2025Q2: 21,127 shares; 2025Q3: 20,568 shares 20,568 $3.55M 0.02% -559 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 2,930 shares; 2025Q1: 2,895 shares; 2025Q2: 4,456 shares; 2025Q3: 5,550 shares 5,550 $3.55M 0.02% +1,094 Timeline ILCG 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: 55,183 shares; 2024Q4: 42,911 shares; 2025Q1: 31,844 shares; 2025Q2: 35,658 shares; 2025Q3: 33,539 shares 33,539 $3.5M 0.02% -2,119 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: 46,101 shares; 2024Q4: 47,922 shares; 2025Q1: 15,966 shares; 2025Q2: 14,859 shares; 2025Q3: 16,066 shares 16,066 $3.49M 0.02% +1,207 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 26,259 shares; 2025Q1: 25,635 shares; 2025Q2: 25,450 shares; 2025Q3: 26,869 shares 26,869 $3.49M 0.02% +1,419 Timeline SPIB 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: 140,386 shares; 2024Q4: 151,670 shares; 2025Q1: 149,913 shares; 2025Q2: 145,050 shares; 2025Q3: 102,180 shares 102,180 $3.46M 0.02% -42,870 Timeline JHPI 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: 95,675 shares; 2024Q4: 100,249 shares; 2025Q1: 117,809 shares; 2025Q2: 145,668 shares; 2025Q3: 149,358 shares 149,358 $3.46M 0.02% +3,690 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 19,790 shares; 2025Q1: 17,668 shares; 2025Q2: 26,210 shares; 2025Q3: 24,518 shares 24,518 $3.46M 0.02% -1,692 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,943 shares; 2024Q4: 317,539 shares; 2025Q1: 125,801 shares; 2025Q2: 121,017 shares; 2025Q3: 139,919 shares 139,919 $3.44M 0.02% +18,902 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 19,186 shares; 2025Q1: 23,447 shares; 2025Q2: 34,813 shares; 2025Q3: 55,158 shares 55,158 $3.43M 0.02% +20,345 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,607 shares; 2024Q4: 104,589 shares; 2025Q1: 102,809 shares; 2025Q2: 99,458 shares; 2025Q3: 100,166 shares 100,166 $3.37M 0.02% +708 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,945 shares; 2024Q4: 252,842 shares; 2025Q1: 246,308 shares; 2025Q2: 203,026 shares; 2025Q3: 146,809 shares 146,809 $3.37M 0.02% -56,217 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: 183,616 shares; 2024Q4: 190,357 shares; 2025Q1: 171,468 shares; 2025Q2: 175,765 shares; 2025Q3: 174,510 shares 174,510 $3.37M 0.02% -1,255 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: 22,250 shares; 2024Q4: 19,670 shares; 2025Q1: 18,783 shares; 2025Q2: 19,963 shares; 2025Q3: 17,643 shares 17,643 $3.36M 0.02% -2,320 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 21,295 shares; 2025Q1: 24,230 shares; 2025Q2: 26,412 shares; 2025Q3: 33,604 shares 33,604 $3.35M 0.02% +7,192 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: 8,220 shares; 2024Q4: 7,956 shares; 2025Q1: 4,595 shares; 2025Q2: 4,930 shares; 2025Q3: 5,308 shares 5,308 $3.35M 0.02% +378 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,833 shares; 2024Q4: 18,952 shares; 2025Q1: 20,236 shares; 2025Q2: 21,298 shares; 2025Q3: 22,121 shares 22,121 $3.34M 0.02% +823 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: 29,095 shares; 2024Q4: 28,313 shares; 2025Q1: 28,187 shares; 2025Q2: 28,461 shares; 2025Q3: 28,579 shares 28,579 $3.34M 0.02% +118 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,697 shares; 2025Q1: 21,473 shares; 2025Q2: 21,661 shares; 2025Q3: 84,316 shares 84,316 $3.33M 0.02% +62,655 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,679 shares; 2024Q4: 95,467 shares; 2025Q1: 79,963 shares; 2025Q2: 275,767 shares; 2025Q3: 317,482 shares 317,482 $3.33M 0.02% +41,715 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: 36,200 shares; 2024Q4: 36,158 shares; 2025Q1: 37,787 shares; 2025Q2: 37,552 shares; 2025Q3: 40,925 shares 40,925 $3.32M 0.02% +3,373 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,617 shares; 2024Q4: 27,306 shares; 2025Q1: 26,991 shares; 2025Q2: 26,629 shares; 2025Q3: 26,578 shares 26,578 $3.32M 0.02% -51 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,920 shares; 2024Q4: 59,455 shares; 2025Q1: 68,359 shares; 2025Q2: 99,661 shares; 2025Q3: 104,328 shares 104,328 $3.31M 0.02% +4,667 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: 30,183 shares; 2024Q4: 30,804 shares; 2025Q1: 30,472 shares; 2025Q2: 30,110 shares; 2025Q3: 29,902 shares 29,902 $3.31M 0.02% -208 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,604 shares; 2024Q4: 604,482 shares; 2025Q1: 535,455 shares; 2025Q2: 575,897 shares; 2025Q3: 643,654 shares 643,654 $3.31M 0.02% +67,757 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 9,655 shares; 2025Q1: 9,568 shares; 2025Q2: 11,492 shares; 2025Q3: 11,163 shares 11,163 $3.31M 0.02% -329 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: 212,887 shares; 2024Q4: 205,731 shares; 2025Q1: 246,385 shares; 2025Q2: 247,854 shares; 2025Q3: 193,831 shares 193,831 $3.3M 0.02% -54,023 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,713 shares; 2024Q4: 90,443 shares; 2025Q1: 81,556 shares; 2025Q2: 63,138 shares; 2025Q3: 65,137 shares 65,137 $3.3M 0.02% +1,999 Timeline SPTS 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: 218,507 shares; 2024Q4: 214,754 shares; 2025Q1: 210,816 shares; 2025Q2: 104,588 shares; 2025Q3: 112,252 shares 112,252 $3.29M 0.02% +7,664 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: 46,133 shares; 2024Q4: 44,352 shares; 2025Q1: 38,639 shares; 2025Q2: 41,423 shares; 2025Q3: 41,881 shares 41,881 $3.26M 0.02% +458 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,675 shares; 2024Q4: 19,684 shares; 2025Q1: 19,189 shares; 2025Q2: 19,431 shares; 2025Q3: 19,523 shares 19,523 $3.26M 0.02% +92 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,207 shares; 2024Q4: 36,773 shares; 2025Q1: 29,396 shares; 2025Q2: 21,448 shares; 2025Q3: 33,220 shares 33,220 $3.26M 0.02% +11,772 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: 18,098 shares; 2024Q4: 18,577 shares; 2025Q1: 15,757 shares; 2025Q2: 13,952 shares; 2025Q3: 13,662 shares 13,662 $3.25M 0.02% -290 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,985 shares; 2024Q4: 284,558 shares; 2025Q1: 95,365 shares; 2025Q2: 99,762 shares; 2025Q3: 120,513 shares 120,513 $3.25M 0.02% +20,751 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,900 shares; 2024Q4: 160,120 shares; 2025Q1: 168,975 shares; 2025Q2: 173,095 shares; 2025Q3: 169,537 shares 169,537 $3.24M 0.02% -3,558 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,853 shares; 2024Q4: 143,312 shares; 2025Q1: 148,341 shares; 2025Q2: 144,948 shares; 2025Q3: 152,284 shares 152,284 $3.24M 0.02% +7,336 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: 705,754 shares; 2024Q4: 558,501 shares; 2025Q1: 544,960 shares; 2025Q2: 473,626 shares; 2025Q3: 116,030 shares 116,030 $3.24M 0.02% -357,596 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,007 shares; 2025Q2: 90,802 shares; 2025Q3: 92,810 shares 92,810 $3.23M 0.02% +2,008 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,423 shares; 2024Q4: 30,552 shares; 2025Q1: 29,532 shares; 2025Q2: 34,714 shares; 2025Q3: 36,369 shares 36,369 $3.22M 0.02% +1,655 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: 43,049 shares; 2024Q4: 43,609 shares; 2025Q1: 32,892 shares; 2025Q2: 31,558 shares; 2025Q3: 25,555 shares 25,555 $3.22M 0.02% -6,003 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,248 shares; 2024Q4: 16,780 shares; 2025Q1: 16,336 shares; 2025Q2: 17,529 shares; 2025Q3: 19,681 shares 19,681 $3.22M 0.02% +2,152 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,329 shares; 2025Q1: 5,581 shares; 2025Q2: 5,611 shares; 2025Q3: 5,649 shares 5,649 $3.21M 0.02% +38 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,294 shares; 2024Q4: 40,749 shares; 2025Q1: 40,199 shares; 2025Q2: 42,195 shares; 2025Q3: 44,981 shares 44,981 $3.19M 0.02% +2,786 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: 10,643 shares; 2024Q4: 10,719 shares; 2025Q1: 9,653 shares; 2025Q2: 9,777 shares; 2025Q3: 10,675 shares 10,675 $3.17M 0.02% +898 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,752 shares; 2024Q4: 122,774 shares; 2025Q1: 106,337 shares; 2025Q2: 151,444 shares; 2025Q3: 183,344 shares 183,344 $3.17M 0.02% +31,900 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 10,208 shares; 2025Q1: 16,795 shares; 2025Q2: 18,249 shares; 2025Q3: 15,674 shares 15,674 $3.16M 0.02% -2,575 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,242 shares; 2024Q4: 107,482 shares; 2025Q1: 114,240 shares; 2025Q2: 116,638 shares; 2025Q3: 113,313 shares 113,313 $3.16M 0.02% -3,325 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: 64,617 shares; 2024Q4: 67,629 shares; 2025Q1: 53,453 shares; 2025Q2: 59,331 shares; 2025Q3: 61,552 shares 61,552 $3.14M 0.02% +2,221 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,355 shares; 2025Q1: 11,613 shares; 2025Q2: 11,346 shares; 2025Q3: 10,043 shares 10,043 $3.11M 0.02% -1,303 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 11,606 shares; 2025Q1: 12,696 shares; 2025Q2: 17,997 shares; 2025Q3: 19,475 shares 19,475 $3.11M 0.02% +1,478 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,350 shares; 2024Q4: 120,901 shares; 2025Q1: 121,748 shares; 2025Q2: 127,432 shares; 2025Q3: 144,847 shares 144,847 $3.11M 0.02% +17,415 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,006 shares; 2024Q4: 53,627 shares; 2025Q1: 47,901 shares; 2025Q2: 49,636 shares; 2025Q3: 52,824 shares 52,824 $3.1M 0.02% +3,188 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: 60,358 shares; 2024Q4: 62,553 shares; 2025Q1: 66,171 shares; 2025Q2: 66,079 shares; 2025Q3: 59,278 shares 59,278 $3.1M 0.02% -6,801 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 7,862 shares; 2025Q1: 7,641 shares; 2025Q2: 10,960 shares; 2025Q3: 14,496 shares 14,496 $3.1M 0.02% +3,536 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: 15,764 shares; 2024Q4: 15,540 shares; 2025Q1: 15,760 shares; 2025Q2: 16,515 shares; 2025Q3: 16,499 shares 16,499 $3.1M 0.02% -16 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 6,067 shares; 2025Q1: 4,749 shares; 2025Q2: 7,237 shares; 2025Q3: 10,382 shares 10,382 $3.09M 0.02% +3,145 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: 146,581 shares; 2024Q4: 163,244 shares; 2025Q1: 108,804 shares; 2025Q2: 138,205 shares; 2025Q3: 130,681 shares 130,681 $3.09M 0.02% -7,524 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 15,712 shares; 2025Q1: 13,934 shares; 2025Q2: 15,566 shares; 2025Q3: 15,151 shares 15,151 $3.08M 0.02% -415 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,668 shares; 2024Q4: 298,486 shares; 2025Q1: 165,130 shares; 2025Q2: 195,215 shares; 2025Q3: 192,287 shares 192,287 $3.07M 0.02% -2,928 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: 85,798 shares; 2024Q4: 120,488 shares; 2025Q1: 63,648 shares; 2025Q2: 171,792 shares; 2025Q3: 59,975 shares 59,975 $3.05M 0.02% -111,817 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,988 shares; 2024Q4: 31,526 shares; 2025Q1: 31,042 shares; 2025Q2: 29,720 shares; 2025Q3: 28,862 shares 28,862 $3.04M 0.02% -858 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: 67,712 shares; 2024Q4: 107,646 shares; 2025Q1: 112,612 shares; 2025Q2: 114,906 shares; 2025Q3: 117,283 shares 117,283 $3.03M 0.02% +2,377 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 12,881 shares; 2025Q1: 28,276 shares; 2025Q2: 43,247 shares; 2025Q3: 57,980 shares 57,980 $3.03M 0.02% +14,733 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 11,246 shares; 2025Q2: 11,953 shares; 2025Q3: 32,892 shares 32,892 $3.03M 0.02% +20,939 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,476 shares 91,476 $3.02M 0.02% new Timeline NPB NORTHPOINTE BANCSHARES INC. More: the full row for NORTHPOINTE BANCSHARES 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: 176,800 shares; 2025Q3: 176,868 shares 176,868 $3.02M 0.02% +68 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 9,160 shares; 2025Q1: 18,723 shares; 2025Q2: 14,671 shares; 2025Q3: 21,822 shares 21,822 $3.02M 0.02% +7,151 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,221 shares; 2025Q1: 7,061 shares; 2025Q2: 5,525 shares; 2025Q3: 5,680 shares 5,680 $3.01M 0.02% +155 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,714 shares; 2025Q1: 48,036 shares; 2025Q2: 47,187 shares; 2025Q3: 48,810 shares 48,810 $3M 0.02% +1,623 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: 67,864 shares; 2024Q4: 66,049 shares; 2025Q1: 63,787 shares; 2025Q2: 77,252 shares; 2025Q3: 63,348 shares 63,348 $2.99M 0.02% -13,904 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,800 shares; 2024Q4: 47,462 shares; 2025Q1: 49,256 shares; 2025Q2: 47,961 shares; 2025Q3: 57,135 shares 57,135 $2.97M 0.02% +9,174 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,672 shares; 2024Q4: 56,568 shares; 2025Q1: 50,230 shares; 2025Q2: 61,594 shares; 2025Q3: 51,204 shares 51,204 $2.97M 0.02% -10,390 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,374 shares; 2024Q4: 35,371 shares; 2025Q1: 33,914 shares; 2025Q2: 30,889 shares; 2025Q3: 30,487 shares 30,487 $2.96M 0.02% -402 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,100 shares; 2024Q4: 78,415 shares; 2025Q1: 77,621 shares; 2025Q2: 77,359 shares; 2025Q3: 66,134 shares 66,134 $2.95M 0.02% -11,225 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 5,860 shares; 2025Q1: 5,813 shares; 2025Q2: 5,976 shares; 2025Q3: 5,883 shares 5,883 $2.93M 0.02% -93 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,768 shares; 2025Q3: 29,602 shares 29,602 $2.93M 0.02% +15,834 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,206 shares; 2025Q3: 111,621 shares 111,621 $2.91M 0.02% +85,415 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118,773 shares; 2025Q1: 119,765 shares; 2025Q2: 126,411 shares; 2025Q3: 138,300 shares 138,300 $2.91M 0.02% +11,889 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,138 shares; 2024Q4: 70,304 shares; 2025Q1: 90,176 shares; 2025Q2: 217,314 shares; 2025Q3: 116,786 shares 116,786 $2.9M 0.02% -100,528 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,245 shares; 2024Q4: 13,248 shares; 2025Q1: 26,884 shares; 2025Q2: 26,542 shares; 2025Q3: 19,056 shares 19,056 $2.9M 0.02% -7,486 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,254 shares; 2024Q4: 76,428 shares; 2025Q1: 79,431 shares; 2025Q2: 76,629 shares; 2025Q3: 48,773 shares 48,773 $2.86M 0.02% -27,856 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,018 shares; 2024Q4: 15,817 shares; 2025Q1: 13,650 shares; 2025Q2: 13,731 shares; 2025Q3: 20,060 shares 20,060 $2.86M 0.02% +6,329 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,880 shares; 2024Q4: 63,307 shares; 2025Q1: 66,639 shares; 2025Q2: 52,452 shares; 2025Q3: 49,824 shares 49,824 $2.86M 0.02% -2,628 Timeline ICSH 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: 20,567 shares; 2024Q4: 31,566 shares; 2025Q1: 26,973 shares; 2025Q2: 42,470 shares; 2025Q3: 55,922 shares 55,922 $2.84M 0.02% +13,452 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,260 shares; 2024Q4: 33,061 shares; 2025Q1: 27,353 shares; 2025Q2: 29,148 shares; 2025Q3: 29,504 shares 29,504 $2.83M 0.02% +356 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,819 shares; 2024Q4: 58,208 shares; 2025Q1: 54,105 shares; 2025Q2: 54,849 shares; 2025Q3: 60,012 shares 60,012 $2.82M 0.02% +5,163 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,915 shares; 2025Q1: 3,290 shares; 2025Q2: 4,072 shares; 2025Q3: 6,175 shares 6,175 $2.82M 0.02% +2,103 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: 16,881 shares; 2024Q4: 17,556 shares; 2025Q1: 17,797 shares; 2025Q2: 22,764 shares; 2025Q3: 20,184 shares 20,184 $2.81M 0.02% -2,580 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,861 shares; 2025Q1: 3,890 shares; 2025Q2: 11,091 shares; 2025Q3: 19,534 shares 19,534 $2.81M 0.02% +8,443 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,303 shares; 2024Q4: 235,282 shares; 2025Q1: 234,268 shares; 2025Q2: 234,209 shares; 2025Q3: 234,392 shares 234,392 $2.81M 0.02% +183 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,973 shares; 2025Q1: 3,847 shares; 2025Q2: 5,070 shares; 2025Q3: 5,089 shares 5,089 $2.78M 0.02% +19 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,465 shares; 2024Q4: 27,055 shares; 2025Q1: 26,683 shares; 2025Q2: 33,510 shares; 2025Q3: 29,643 shares 29,643 $2.78M 0.02% -3,867 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: 25,411 shares; 2024Q4: 25,923 shares; 2025Q1: 31,818 shares; 2025Q2: 34,691 shares; 2025Q3: 40,609 shares 40,609 $2.78M 0.02% +5,918 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: 20,307 shares; 2024Q4: 21,463 shares; 2025Q1: 16,817 shares; 2025Q2: 17,724 shares; 2025Q3: 18,214 shares 18,214 $2.78M 0.02% +490 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,831 shares; 2024Q4: 67,741 shares; 2025Q1: 83,530 shares; 2025Q2: 86,580 shares; 2025Q3: 86,969 shares 86,969 $2.78M 0.02% +389 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,316 shares; 2024Q4: 76,298 shares; 2025Q1: 64,075 shares; 2025Q2: 58,233 shares; 2025Q3: 63,855 shares 63,855 $2.76M 0.02% +5,622 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: 24,423 shares; 2024Q4: 23,956 shares; 2025Q1: 28,206 shares; 2025Q2: 31,266 shares; 2025Q3: 30,332 shares 30,332 $2.75M 0.02% -934 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,575 shares; 2024Q4: 254,635 shares; 2025Q1: 169,457 shares; 2025Q2: 188,293 shares; 2025Q3: 193,893 shares 193,893 $2.74M 0.02% +5,600 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,223 shares; 2024Q4: 13,375 shares; 2025Q1: 17,976 shares; 2025Q2: 17,962 shares; 2025Q3: 19,092 shares 19,092 $2.74M 0.02% +1,130 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: 30,016 shares; 2024Q4: 30,037 shares; 2025Q1: 29,249 shares; 2025Q2: 28,453 shares; 2025Q3: 27,838 shares 27,838 $2.74M 0.02% -615 Timeline DIVB 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: 34,030 shares; 2024Q4: 40,190 shares; 2025Q1: 39,831 shares; 2025Q2: 53,706 shares; 2025Q3: 52,353 shares 52,353 $2.74M 0.02% -1,353 Timeline EMLP 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: 77,986 shares; 2024Q4: 78,567 shares; 2025Q1: 75,143 shares; 2025Q2: 71,681 shares; 2025Q3: 70,739 shares 70,739 $2.71M 0.02% -942 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,708 shares; 2024Q4: 41,904 shares; 2025Q1: 43,873 shares; 2025Q2: 24,632 shares; 2025Q3: 44,743 shares 44,743 $2.69M 0.02% +20,111 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: 33,799 shares; 2024Q4: 36,003 shares; 2025Q1: 33,396 shares; 2025Q2: 30,688 shares; 2025Q3: 29,859 shares 29,859 $2.68M 0.02% -829 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: not reported; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 20,521 shares; 2025Q3: 34,462 shares 34,462 $2.67M 0.02% +13,941 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: 8,088 shares; 2024Q4: 8,026 shares; 2025Q1: 7,419 shares; 2025Q2: 7,562 shares; 2025Q3: 6,599 shares 6,599 $2.67M 0.02% -963 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: 32,190 shares; 2024Q4: 20,936 shares; 2025Q1: 23,741 shares; 2025Q2: 22,759 shares; 2025Q3: 29,387 shares 29,387 $2.66M 0.02% +6,628 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,893 shares; 2024Q4: 22,396 shares; 2025Q1: 26,191 shares; 2025Q2: 24,728 shares; 2025Q3: 24,950 shares 24,950 $2.66M 0.02% +222 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: 145,942 shares; 2024Q4: 174,142 shares; 2025Q1: 178,897 shares; 2025Q2: 212,080 shares; 2025Q3: 230,803 shares 230,803 $2.65M 0.02% +18,723 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: 73,844 shares; 2024Q4: 77,044 shares; 2025Q1: 44,125 shares; 2025Q2: 49,026 shares; 2025Q3: 57,110 shares 57,110 $2.63M 0.02% +8,084 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: 77,065 shares; 2024Q4: 71,232 shares; 2025Q1: 56,475 shares; 2025Q2: 54,604 shares; 2025Q3: 52,745 shares 52,745 $2.63M 0.02% -1,859 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: 3,871 shares; 2024Q4: 5,329 shares; 2025Q1: 5,872 shares; 2025Q2: 6,746 shares; 2025Q3: 13,356 shares 13,356 $2.62M 0.01% +6,610 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,489 shares; 2025Q1: 5,246 shares; 2025Q2: 5,262 shares; 2025Q3: 2,737 shares 2,737 $2.61M 0.01% -2,525 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: 18,370 shares; 2024Q4: 18,966 shares; 2025Q1: 35,375 shares; 2025Q2: 37,462 shares; 2025Q3: 35,370 shares 35,370 $2.6M 0.01% -2,092 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,687 shares; 2024Q4: 45,279 shares; 2025Q1: 52,402 shares; 2025Q2: 67,118 shares; 2025Q3: 74,804 shares 74,804 $2.59M 0.01% +7,686 Timeline FLCG 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: not reported; 2024Q4: 32,251 shares; 2025Q1: 63,851 shares; 2025Q2: 69,104 shares; 2025Q3: 79,424 shares 79,424 $2.59M 0.01% +10,320 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,303 shares; 2024Q4: 111,782 shares; 2025Q1: 113,462 shares; 2025Q2: 119,140 shares; 2025Q3: 114,493 shares 114,493 $2.58M 0.01% -4,647 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,339 shares; 2024Q4: 216,293 shares; 2025Q1: 199,212 shares; 2025Q2: 156,667 shares; 2025Q3: 195,969 shares 195,969 $2.58M 0.01% +39,302 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,234 shares; 2024Q4: 222,582 shares; 2025Q1: 219,204 shares; 2025Q2: 219,781 shares; 2025Q3: 313,737 shares 313,737 $2.57M 0.01% +93,956 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,375 shares; 2024Q4: 35,422 shares; 2025Q1: 28,921 shares; 2025Q2: 29,942 shares; 2025Q3: 28,981 shares 28,981 $2.57M 0.01% -961 Timeline WFCF WHERE FOOD COMES FROM INC More: the full row for WHERE FOOD COMES FROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,097 shares; 2024Q4: 193,597 shares; 2025Q1: 193,597 shares; 2025Q2: 193,597 shares; 2025Q3: 193,597 shares 193,597 $2.57M 0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,201 shares; 2025Q1: 3,873 shares; 2025Q2: 13,552 shares; 2025Q3: 19,954 shares 19,954 $2.56M 0.01% +6,402 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: 138,519 shares; 2024Q4: 251,294 shares; 2025Q1: 304,834 shares; 2025Q2: 205,249 shares; 2025Q3: 97,853 shares 97,853 $2.55M 0.01% -107,396 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,919 shares; 2024Q4: 91,665 shares; 2025Q1: 71,346 shares; 2025Q2: 129,830 shares; 2025Q3: 169,068 shares 169,068 $2.55M 0.01% +39,238 Timeline IBTI 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: 105,821 shares; 2024Q4: 109,704 shares; 2025Q1: 112,226 shares; 2025Q2: 116,291 shares; 2025Q3: 113,545 shares 113,545 $2.54M 0.01% -2,746 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,863 shares; 2025Q3: 69,716 shares 69,716 $2.54M 0.01% +4,853 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,478 shares; 2024Q4: 28,900 shares; 2025Q1: 27,443 shares; 2025Q2: 23,099 shares; 2025Q3: 30,113 shares 30,113 $2.54M 0.01% +7,014 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: 40,746 shares; 2024Q4: 40,362 shares; 2025Q1: 36,163 shares; 2025Q2: 44,638 shares; 2025Q3: 49,260 shares 49,260 $2.54M 0.01% +4,622 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,408 shares; 2024Q4: 68,993 shares; 2025Q1: 76,287 shares; 2025Q2: 74,455 shares; 2025Q3: 81,154 shares 81,154 $2.53M 0.01% +6,699 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: 10,399 shares; 2024Q4: 16,511 shares; 2025Q1: 20,979 shares; 2025Q2: 27,339 shares; 2025Q3: 26,948 shares 26,948 $2.53M 0.01% -391 Timeline SCHI 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: 72,115 shares; 2024Q4: 77,612 shares; 2025Q1: 86,107 shares; 2025Q2: 109,306 shares; 2025Q3: 109,387 shares 109,387 $2.52M 0.01% +81 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,360 shares; 2024Q4: 35,600 shares; 2025Q1: 37,755 shares; 2025Q2: 38,749 shares; 2025Q3: 40,034 shares 40,034 $2.51M 0.01% +1,285 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,442 shares; 2025Q1: 16,629 shares; 2025Q2: 51,413 shares; 2025Q3: 56,081 shares 56,081 $2.51M 0.01% +4,668 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,609 shares; 2024Q4: 41,496 shares; 2025Q1: 36,415 shares; 2025Q2: 35,058 shares; 2025Q3: 36,513 shares 36,513 $2.5M 0.01% +1,455 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,216 shares; 2024Q4: 58,618 shares; 2025Q1: 61,797 shares; 2025Q2: 62,314 shares; 2025Q3: 61,647 shares 61,647 $2.5M 0.01% -667 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,900 shares; 2025Q2: 73,410 shares; 2025Q3: 89,400 shares 89,400 $2.5M 0.01% +15,990 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,353 shares; 2024Q4: 125,396 shares; 2025Q1: 106,870 shares; 2025Q2: 85,794 shares; 2025Q3: 77,688 shares 77,688 $2.5M 0.01% -8,106 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,269 shares; 2024Q4: 337,654 shares; 2025Q1: 35,217 shares; 2025Q2: 73,898 shares; 2025Q3: 43,958 shares 43,958 $2.49M 0.01% -29,940 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,951 shares; 2024Q4: 106,042 shares; 2025Q1: 104,506 shares; 2025Q2: 96,681 shares; 2025Q3: 96,882 shares 96,882 $2.49M 0.01% +201 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,192 shares; 2025Q1: 16,784 shares; 2025Q2: 22,877 shares; 2025Q3: 105,925 shares 105,925 $2.48M 0.01% +83,048 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: 13,456 shares; 2024Q4: 13,300 shares; 2025Q1: 12,116 shares; 2025Q2: 12,404 shares; 2025Q3: 8,640 shares 8,640 $2.48M 0.01% -3,764 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,904 shares; 2024Q4: 36,845 shares; 2025Q1: 29,926 shares; 2025Q2: 30,314 shares; 2025Q3: 33,678 shares 33,678 $2.47M 0.01% +3,364 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,201 shares; 2024Q4: 17,865 shares; 2025Q1: 17,109 shares; 2025Q2: 16,414 shares; 2025Q3: 16,434 shares 16,434 $2.46M 0.01% +20 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,181 shares; 2024Q4: 18,998 shares; 2025Q1: 38,959 shares; 2025Q2: 38,833 shares; 2025Q3: 45,252 shares 45,252 $2.46M 0.01% +6,419 Timeline MYCG 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: 10,150 shares; 2025Q1: 60,800 shares; 2025Q2: 71,984 shares; 2025Q3: 98,080 shares 98,080 $2.46M 0.01% +26,096 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 10,286 shares; 2025Q1: 9,016 shares; 2025Q2: 9,638 shares; 2025Q3: 9,720 shares 9,720 $2.46M 0.01% +82 Timeline VGSH 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: 102,795 shares; 2024Q4: 97,575 shares; 2025Q1: 76,778 shares; 2025Q2: 49,373 shares; 2025Q3: 41,572 shares 41,572 $2.45M 0.01% -7,801 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: 2,965 shares; 2024Q4: 2,839 shares; 2025Q1: 1,983 shares; 2025Q2: 2,499 shares; 2025Q3: 2,963 shares 2,963 $2.45M 0.01% +464 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 6,437 shares; 2025Q1: 4,156 shares; 2025Q2: 9,024 shares; 2025Q3: 12,817 shares 12,817 $2.43M 0.01% +3,793 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,441 shares; 2025Q1: 2,725 shares; 2025Q2: 2,909 shares; 2025Q3: 3,247 shares 3,247 $2.39M 0.01% +338 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 8,161 shares; 2025Q1: 8,195 shares; 2025Q2: 8,645 shares; 2025Q3: 9,674 shares 9,674 $2.39M 0.01% +1,029 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: 70,096 shares; 2024Q4: 61,955 shares; 2025Q1: 389,625 shares; 2025Q2: 54,812 shares; 2025Q3: 51,493 shares 51,493 $2.39M 0.01% -3,319 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,310 shares; 2024Q4: 239,879 shares; 2025Q1: 222,656 shares; 2025Q2: 224,236 shares; 2025Q3: 265,534 shares 265,534 $2.38M 0.01% +41,298 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: 42,923 shares; 2025Q3: 49,620 shares 49,620 $2.38M 0.01% +6,697 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: 95,823 shares; 2024Q4: 95,603 shares; 2025Q1: 86,169 shares; 2025Q2: 118,132 shares; 2025Q3: 118,132 shares 118,132 $2.37M 0.01% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,360 shares; 2024Q4: 57,164 shares; 2025Q1: 53,225 shares; 2025Q2: 51,109 shares; 2025Q3: 47,135 shares 47,135 $2.37M 0.01% -3,974 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: 56,928 shares; 2024Q4: 96,133 shares; 2025Q1: 105,980 shares; 2025Q2: 30,444 shares; 2025Q3: 81,579 shares 81,579 $2.36M 0.01% +51,135 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: 21,826 shares; 2024Q4: 23,239 shares; 2025Q1: 22,958 shares; 2025Q2: 22,796 shares; 2025Q3: 23,850 shares 23,850 $2.35M 0.01% +1,054 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,467 shares; 2025Q1: 1,359 shares; 2025Q2: 3,007 shares; 2025Q3: 6,227 shares 6,227 $2.35M 0.01% +3,220 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,936 shares; 2024Q4: 164,825 shares; 2025Q1: 170,494 shares; 2025Q2: 190,209 shares; 2025Q3: 211,733 shares 211,733 $2.35M 0.01% +21,524 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: 38,949 shares; 2024Q4: 36,568 shares; 2025Q1: 33,382 shares; 2025Q2: 33,734 shares; 2025Q3: 35,047 shares 35,047 $2.35M 0.01% +1,313 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,425 shares; 2024Q4: 64,657 shares; 2025Q1: 30,084 shares; 2025Q2: 55,172 shares; 2025Q3: 55,958 shares 55,958 $2.34M 0.01% +786 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,313 shares; 2024Q4: 215,889 shares; 2025Q1: 246,668 shares; 2025Q2: 279,232 shares; 2025Q3: 236,378 shares 236,378 $2.34M 0.01% -42,854 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,840 shares; 2024Q4: 33,436 shares; 2025Q1: 31,271 shares; 2025Q2: 30,084 shares; 2025Q3: 31,341 shares 31,341 $2.33M 0.01% +1,257 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 23,424 shares; 2025Q1: 20,234 shares; 2025Q2: 22,250 shares; 2025Q3: 24,580 shares 24,580 $2.33M 0.01% +2,330 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,953 shares; 2025Q1: 15,306 shares; 2025Q2: 15,874 shares; 2025Q3: 17,277 shares 17,277 $2.33M 0.01% +1,403 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,222 shares; 2024Q4: 73,999 shares; 2025Q1: 73,521 shares; 2025Q2: 92,249 shares; 2025Q3: 110,161 shares 110,161 $2.33M 0.01% +17,912 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,719 shares; 2024Q4: 102,335 shares; 2025Q1: 106,862 shares; 2025Q2: 131,669 shares; 2025Q3: 130,488 shares 130,488 $2.32M 0.01% -1,181 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,855 shares; 2024Q4: 242,055 shares; 2025Q1: 246,178 shares; 2025Q2: 237,222 shares; 2025Q3: 216,268 shares 216,268 $2.31M 0.01% -20,954 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,477 shares; 2024Q4: 9,635 shares; 2025Q1: 9,655 shares; 2025Q2: 10,698 shares; 2025Q3: 11,020 shares 11,020 $2.31M 0.01% +322 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: 52,767 shares; 2024Q4: 55,822 shares; 2025Q1: 46,402 shares; 2025Q2: 53,001 shares; 2025Q3: 51,286 shares 51,286 $2.31M 0.01% -1,715 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,781 shares; 2024Q4: 168,256 shares; 2025Q1: 167,515 shares; 2025Q2: 177,333 shares; 2025Q3: 186,103 shares 186,103 $2.29M 0.01% +8,770 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: 66,780 shares; 2024Q4: 62,964 shares; 2025Q1: 47,693 shares; 2025Q2: 47,781 shares; 2025Q3: 52,786 shares 52,786 $2.29M 0.01% +5,005 Timeline MYCF 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: 10,010 shares; 2025Q1: 41,632 shares; 2025Q2: 61,684 shares; 2025Q3: 90,801 shares 90,801 $2.28M 0.01% +29,117 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: 10,382 shares; 2024Q4: 10,079 shares; 2025Q1: 18,462 shares; 2025Q2: 20,772 shares; 2025Q3: 24,536 shares 24,536 $2.28M 0.01% +3,764 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,422 shares; 2024Q4: 31,422 shares; 2025Q1: 32,182 shares; 2025Q2: 35,115 shares; 2025Q3: 45,016 shares 45,016 $2.28M 0.01% +9,901 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: 12,888 shares; 2024Q4: 12,735 shares; 2025Q1: 6,376 shares; 2025Q2: 8,129 shares; 2025Q3: 27,900 shares 27,900 $2.28M 0.01% +19,771 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,821 shares; 2024Q4: 64,136 shares; 2025Q1: 35,246 shares; 2025Q2: 32,604 shares; 2025Q3: 33,959 shares 33,959 $2.28M 0.01% +1,355 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,102 shares; 2024Q4: 23,292 shares; 2025Q1: 19,626 shares; 2025Q2: 18,703 shares; 2025Q3: 18,465 shares 18,465 $2.28M 0.01% -238 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,841 shares; 2024Q4: 43,276 shares; 2025Q1: 37,553 shares; 2025Q2: 22,143 shares; 2025Q3: 21,571 shares 21,571 $2.27M 0.01% -572 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: 59,554 shares; 2024Q4: 53,770 shares; 2025Q1: 49,276 shares; 2025Q2: 51,506 shares; 2025Q3: 51,414 shares 51,414 $2.26M 0.01% -92 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,233 shares; 2024Q4: 30,165 shares; 2025Q1: 38,846 shares; 2025Q2: 44,611 shares; 2025Q3: 60,482 shares 60,482 $2.26M 0.01% +15,871 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,155 shares; 2024Q4: 53,935 shares; 2025Q1: 54,285 shares; 2025Q2: 62,577 shares; 2025Q3: 63,338 shares 63,338 $2.26M 0.01% +761 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: 103,478 shares; 2024Q4: 103,269 shares; 2025Q1: 68,681 shares; 2025Q2: 70,185 shares; 2025Q3: 86,569 shares 86,569 $2.26M 0.01% +16,384 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: 26,514 shares; 2024Q4: 26,115 shares; 2025Q1: 18,640 shares; 2025Q2: 25,057 shares; 2025Q3: 27,297 shares 27,297 $2.25M 0.01% +2,240 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,620 shares; 2024Q4: 62,557 shares; 2025Q1: 40,661 shares; 2025Q2: 36,777 shares; 2025Q3: 34,988 shares 34,988 $2.25M 0.01% -1,789 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,840 shares; 2024Q4: 31,319 shares; 2025Q1: 37,609 shares; 2025Q2: 42,518 shares; 2025Q3: 51,172 shares 51,172 $2.25M 0.01% +8,654 Timeline FTGS 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: 55,844 shares; 2024Q4: 73,187 shares; 2025Q1: 45,503 shares; 2025Q2: 49,389 shares; 2025Q3: 62,508 shares 62,508 $2.24M 0.01% +13,119 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,926 shares; 2024Q4: 56,551 shares; 2025Q1: 56,915 shares; 2025Q2: 48,520 shares; 2025Q3: 51,451 shares 51,451 $2.23M 0.01% +2,931 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 36,815 shares; 2025Q1: 37,735 shares; 2025Q2: 39,142 shares; 2025Q3: 37,911 shares 37,911 $2.23M 0.01% -1,231 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 6,811 shares; 2025Q1: 4,953 shares; 2025Q2: 9,198 shares; 2025Q3: 13,817 shares 13,817 $2.22M 0.01% +4,619 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,197 shares; 2024Q4: 37,532 shares; 2025Q1: 41,674 shares; 2025Q2: 42,692 shares; 2025Q3: 42,446 shares 42,446 $2.22M 0.01% -246 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: 9,013 shares; 2024Q4: 7,806 shares; 2025Q1: 9,397 shares; 2025Q2: 17,657 shares; 2025Q3: 22,302 shares 22,302 $2.22M 0.01% +4,645 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: 43,969 shares; 2024Q4: 45,479 shares; 2025Q1: 39,820 shares; 2025Q2: 36,231 shares; 2025Q3: 41,737 shares 41,737 $2.22M 0.01% +5,506 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,850 shares; 2024Q4: 61,455 shares; 2025Q1: 65,224 shares; 2025Q2: 233,446 shares; 2025Q3: 102,097 shares 102,097 $2.21M 0.01% -131,349 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: 23,223 shares; 2024Q4: 22,155 shares; 2025Q1: 19,691 shares; 2025Q2: 17,309 shares; 2025Q3: 24,096 shares 24,096 $2.2M 0.01% +6,787 Timeline EWL 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: 36,186 shares; 2024Q4: 37,994 shares; 2025Q1: 37,041 shares; 2025Q2: 36,324 shares; 2025Q3: 39,597 shares 39,597 $2.19M 0.01% +3,273 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,422 shares; 2025Q1: 5,228 shares; 2025Q2: 5,095 shares; 2025Q3: 5,054 shares 5,054 $2.17M 0.01% -41 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: 56,764 shares; 2024Q4: 56,316 shares; 2025Q1: 70,027 shares; 2025Q2: 62,497 shares; 2025Q3: 61,180 shares 61,180 $2.17M 0.01% -1,317 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: 30,129 shares; 2024Q4: 30,919 shares; 2025Q1: 23,852 shares; 2025Q2: 13,906 shares; 2025Q3: 15,270 shares 15,270 $2.16M 0.01% +1,364 Timeline IQQQ 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: 46,123 shares; 2024Q4: 58,763 shares; 2025Q1: 53,872 shares; 2025Q2: 48,053 shares; 2025Q3: 48,977 shares 48,977 $2.16M 0.01% +924 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: 13,969 shares; 2024Q4: 15,587 shares; 2025Q1: 18,726 shares; 2025Q2: 17,052 shares; 2025Q3: 25,721 shares 25,721 $2.16M 0.01% +8,669 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 55,984 shares; 2025Q2: 55,867 shares; 2025Q3: 77,585 shares 77,585 $2.16M 0.01% +21,718 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,635 shares; 2025Q1: not reported; 2025Q2: 56,614 shares; 2025Q3: 47,097 shares 47,097 $2.16M 0.01% -9,517 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,450 shares; 2024Q4: 31,728 shares; 2025Q1: 32,980 shares; 2025Q2: 35,202 shares; 2025Q3: 45,434 shares 45,434 $2.15M 0.01% +10,232 Timeline KNG 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: 59,115 shares; 2024Q4: 37,636 shares; 2025Q1: 39,645 shares; 2025Q2: 37,289 shares; 2025Q3: 43,600 shares 43,600 $2.15M 0.01% +6,311 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,588 shares; 2024Q4: 36,332 shares; 2025Q1: 31,925 shares; 2025Q2: 25,908 shares; 2025Q3: 23,931 shares 23,931 $2.15M 0.01% -1,977 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: 29,312 shares; 2024Q4: 27,294 shares; 2025Q1: 23,237 shares; 2025Q2: 50,324 shares; 2025Q3: 87,577 shares 87,577 $2.14M 0.01% +37,253 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,852 shares; 2025Q3: 62,348 shares 62,348 $2.14M 0.01% +4,496 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: 42,030 shares; 2024Q4: 44,336 shares; 2025Q1: 45,261 shares; 2025Q2: 47,597 shares; 2025Q3: 50,923 shares 50,923 $2.14M 0.01% +3,326 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,118 shares; 2024Q4: 32,538 shares; 2025Q1: 42,532 shares; 2025Q2: 47,292 shares; 2025Q3: 39,315 shares 39,315 $2.13M 0.01% -7,977 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: 17,353 shares; 2024Q4: 18,309 shares; 2025Q1: 20,284 shares; 2025Q2: 20,755 shares; 2025Q3: 20,596 shares 20,596 $2.13M 0.01% -159 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,839 shares; 2024Q4: 41,464 shares; 2025Q1: 16,857 shares; 2025Q2: 18,981 shares; 2025Q3: 18,780 shares 18,780 $2.13M 0.01% -201 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,351 shares; 2024Q4: 242,424 shares; 2025Q1: 106,776 shares; 2025Q2: 102,236 shares; 2025Q3: 100,891 shares 100,891 $2.13M 0.01% -1,345 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,223 shares; 2024Q4: 22,798 shares; 2025Q1: 25,279 shares; 2025Q2: 25,277 shares; 2025Q3: 25,672 shares 25,672 $2.12M 0.01% +395 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,449 shares; 2024Q4: 22,476 shares; 2025Q1: 21,322 shares; 2025Q2: 23,879 shares; 2025Q3: 28,506 shares 28,506 $2.12M 0.01% +4,627 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,669 shares; 2024Q4: 17,081 shares; 2025Q1: 16,428 shares; 2025Q2: 15,956 shares; 2025Q3: 15,965 shares 15,965 $2.11M 0.01% +9 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: 43,671 shares; 2024Q4: 36,625 shares; 2025Q1: 40,064 shares; 2025Q2: 44,047 shares; 2025Q3: 57,819 shares 57,819 $2.11M 0.01% +13,772 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,122 shares; 2025Q3: 58,262 shares 58,262 $2.11M 0.01% +52,140 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,342 shares; 2024Q4: 29,053 shares; 2025Q1: 11,679 shares; 2025Q2: 12,527 shares; 2025Q3: 12,052 shares 12,052 $2.1M 0.01% -475 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,756 shares; 2024Q4: 75,349 shares; 2025Q1: 105,024 shares; 2025Q2: 55,573 shares; 2025Q3: 45,056 shares 45,056 $2.1M 0.01% -10,517 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: 11,361 shares; 2024Q4: 10,132 shares; 2025Q1: 9,182 shares; 2025Q2: 18,366 shares; 2025Q3: 54,161 shares 54,161 $2.1M 0.01% +35,795 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,243 shares; 2024Q4: 4,775 shares; 2025Q1: 4,759 shares; 2025Q2: 4,859 shares; 2025Q3: 1,400 shares 1,400 $2.09M 0.01% -3,459 Timeline RWJ 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: 138,850 shares; 2024Q4: 139,009 shares; 2025Q1: 141,934 shares; 2025Q2: 87,275 shares; 2025Q3: 43,285 shares 43,285 $2.09M 0.01% -43,990 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,392 shares; 2024Q4: 27,465 shares; 2025Q1: 26,667 shares; 2025Q2: 26,229 shares; 2025Q3: 26,675 shares 26,675 $2.09M 0.01% +446 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: 41,118 shares; 2024Q4: 41,592 shares; 2025Q1: 30,246 shares; 2025Q2: 30,765 shares; 2025Q3: 38,592 shares 38,592 $2.09M 0.01% +7,827 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,312 shares; 2024Q4: 36,724 shares; 2025Q1: 37,764 shares; 2025Q2: 55,315 shares; 2025Q3: 58,855 shares 58,855 $2.09M 0.01% +3,540 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,155 shares; 2024Q4: 86,345 shares; 2025Q1: 79,062 shares; 2025Q2: 86,822 shares; 2025Q3: 81,697 shares 81,697 $2.08M 0.01% -5,125 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 7,357 shares; 2025Q1: not reported; 2025Q2: 36,390 shares; 2025Q3: 22,096 shares 22,096 $2.08M 0.01% -14,294 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,181 shares; 2024Q4: 135,800 shares; 2025Q1: 110,792 shares; 2025Q2: 103,381 shares; 2025Q3: 76,098 shares 76,098 $2.08M 0.01% -27,283 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: 167,616 shares; 2024Q4: 150,741 shares; 2025Q1: 148,141 shares; 2025Q2: 145,099 shares; 2025Q3: 230,647 shares 230,647 $2.07M 0.01% +85,548 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,713 shares; 2024Q4: 14,509 shares; 2025Q1: 14,019 shares; 2025Q2: 10,878 shares; 2025Q3: 11,975 shares 11,975 $2.07M 0.01% +1,097 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,678 shares; 2025Q1: 4,761 shares; 2025Q2: 5,201 shares; 2025Q3: 6,906 shares 6,906 $2.07M 0.01% +1,705 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,612 shares; 2024Q4: 14,899 shares; 2025Q1: 15,453 shares; 2025Q2: 18,050 shares; 2025Q3: 18,358 shares 18,358 $2.06M 0.01% +308 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,838 shares; 2024Q4: 80,696 shares; 2025Q1: 72,495 shares; 2025Q2: 125,322 shares; 2025Q3: 107,137 shares 107,137 $2.06M 0.01% -18,185 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,152 shares; 2024Q4: 86,333 shares; 2025Q1: 83,100 shares; 2025Q2: 92,856 shares; 2025Q3: 91,505 shares 91,505 $2.06M 0.01% -1,351 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,925 shares; 2024Q4: 33,082 shares; 2025Q1: 33,401 shares; 2025Q2: 38,337 shares; 2025Q3: 41,115 shares 41,115 $2.06M 0.01% +2,778 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,135 shares; 2024Q4: 17,301 shares; 2025Q1: 14,934 shares; 2025Q2: 15,112 shares; 2025Q3: 15,974 shares 15,974 $2.05M 0.01% +862 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 7,514 shares; 2025Q1: 7,050 shares; 2025Q2: 27,543 shares; 2025Q3: 25,391 shares 25,391 $2.05M 0.01% -2,152 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,072 shares 41,072 $2.05M 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,287 shares; 2024Q4: 16,729 shares; 2025Q1: 15,254 shares; 2025Q2: 13,755 shares; 2025Q3: 13,850 shares 13,850 $2.04M 0.01% +95 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,582 shares; 2024Q4: 44,618 shares; 2025Q1: 35,502 shares; 2025Q2: 35,378 shares; 2025Q3: 30,197 shares 30,197 $2.04M 0.01% -5,181 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,760 shares 37,760 $2.04M 0.01% new 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: 8,525 shares; 2024Q4: 8,684 shares; 2025Q1: 8,557 shares; 2025Q2: 8,493 shares; 2025Q3: 14,214 shares 14,214 $2.03M 0.01% +5,721 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 6,600 shares; 2025Q1: 36,650 shares; 2025Q2: 36,860 shares; 2025Q3: 37,554 shares 37,554 $2.02M 0.01% +694 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,599 shares; 2025Q3: 44,937 shares 44,937 $2.01M 0.01% -2,662 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: not reported; 2024Q4: 3,113 shares; 2025Q1: 3,815 shares; 2025Q2: 8,404 shares; 2025Q3: 14,824 shares 14,824 $2.01M 0.01% +6,420 Timeline SCHJ 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: 67,937 shares; 2024Q4: 72,500 shares; 2025Q1: 76,980 shares; 2025Q2: 82,080 shares; 2025Q3: 80,513 shares 80,513 $2.01M 0.01% -1,567 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,039 shares; 2024Q4: 34,486 shares; 2025Q1: 32,380 shares; 2025Q2: 27,103 shares; 2025Q3: 27,338 shares 27,338 $2M 0.01% +235 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,332 shares; 2024Q4: 34,964 shares; 2025Q1: 35,075 shares; 2025Q2: 35,232 shares; 2025Q3: 35,246 shares 35,246 $2M 0.01% +14 Timeline CBSE ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 36,353 shares; 2025Q2: 36,104 shares; 2025Q3: 48,504 shares 48,504 $2M 0.01% +12,400 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,767 shares; 2024Q4: 15,819 shares; 2025Q1: 14,385 shares; 2025Q2: 15,292 shares; 2025Q3: 10,136 shares 10,136 $2M 0.01% -5,156 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,764 shares; 2024Q4: 18,729 shares; 2025Q1: 18,460 shares; 2025Q2: 18,334 shares; 2025Q3: 18,334 shares 18,334 $2M 0.01% 0 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE 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: 86,940 shares 86,940 $1.99M 0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,227 shares; 2025Q1: 2,476 shares; 2025Q2: 5,355 shares; 2025Q3: 7,415 shares 7,415 $1.98M 0.01% +2,060 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,146 shares; 2024Q4: 42,084 shares; 2025Q1: 21,112 shares; 2025Q2: 22,180 shares; 2025Q3: 26,606 shares 26,606 $1.98M 0.01% +4,426 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,953 shares; 2024Q4: 45,585 shares; 2025Q1: 44,106 shares; 2025Q2: 43,631 shares; 2025Q3: 52,069 shares 52,069 $1.98M 0.01% +8,438 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,153 shares; 2024Q4: 68,153 shares; 2025Q1: 58,406 shares; 2025Q2: 241,530 shares; 2025Q3: 96,960 shares 96,960 $1.98M 0.01% -144,570 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,920 shares; 2024Q4: 17,773 shares; 2025Q1: 15,746 shares; 2025Q2: 16,368 shares; 2025Q3: 18,187 shares 18,187 $1.97M 0.01% +1,819 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,018 shares; 2025Q1: 4,018 shares; 2025Q2: 4,761 shares; 2025Q3: 27,765 shares 27,765 $1.97M 0.01% +23,004 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,597 shares; 2024Q4: 102,779 shares; 2025Q1: 66,138 shares; 2025Q2: 79,328 shares; 2025Q3: 88,781 shares 88,781 $1.97M 0.01% +9,453 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,403 shares; 2024Q4: 49,310 shares; 2025Q1: 50,647 shares; 2025Q2: 156,504 shares; 2025Q3: 153,142 shares 153,142 $1.96M 0.01% -3,362 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,273 shares; 2025Q3: 52,561 shares 52,561 $1.96M 0.01% +39,288 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,888 shares; 2024Q4: 166,886 shares; 2025Q1: 143,237 shares; 2025Q2: 150,969 shares; 2025Q3: 167,477 shares 167,477 $1.96M 0.01% +16,508 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,284 shares; 2025Q2: 85,725 shares; 2025Q3: 70,927 shares 70,927 $1.96M 0.01% -14,798 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 6,405 shares; 2025Q1: 6,994 shares; 2025Q2: 8,336 shares; 2025Q3: 9,251 shares 9,251 $1.96M 0.01% +915 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,508 shares; 2024Q4: 24,983 shares; 2025Q1: 25,854 shares; 2025Q2: 31,943 shares; 2025Q3: 42,679 shares 42,679 $1.96M 0.01% +10,736 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: 30,939 shares; 2024Q4: 27,139 shares; 2025Q1: 27,822 shares; 2025Q2: 76,384 shares; 2025Q3: 75,990 shares 75,990 $1.95M 0.01% -394 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,566 shares; 2024Q4: 63,237 shares; 2025Q1: 55,713 shares; 2025Q2: 83,636 shares; 2025Q3: 67,271 shares 67,271 $1.95M 0.01% -16,365 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 23,242 shares; 2025Q1: 23,481 shares; 2025Q2: 24,431 shares; 2025Q3: 19,877 shares 19,877 $1.94M 0.01% -4,554 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,094 shares; 2024Q4: 111,874 shares; 2025Q1: 98,377 shares; 2025Q2: 64,160 shares; 2025Q3: 71,125 shares 71,125 $1.94M 0.01% +6,965 Timeline FISR 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: 136,327 shares; 2024Q4: 61,589 shares; 2025Q1: 71,963 shares; 2025Q2: 178,756 shares; 2025Q3: 74,124 shares 74,124 $1.93M 0.01% -104,632 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,003 shares; 2024Q4: 5,675 shares; 2025Q1: 1,819 shares; 2025Q2: 10,337 shares; 2025Q3: 9,421 shares 9,421 $1.93M 0.01% -916 Timeline JPIE 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: 32,511 shares; 2024Q4: 11,795 shares; 2025Q1: 20,606 shares; 2025Q2: 13,934 shares; 2025Q3: 41,417 shares 41,417 $1.92M 0.01% +27,483 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 15,993 shares; 2025Q1: 15,040 shares; 2025Q2: 17,117 shares; 2025Q3: 18,019 shares 18,019 $1.92M 0.01% +902 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,940 shares; 2024Q4: 28,321 shares; 2025Q1: 25,196 shares; 2025Q2: 28,654 shares; 2025Q3: 34,687 shares 34,687 $1.92M 0.01% +6,033 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,301 shares; 2024Q4: 24,793 shares; 2025Q1: 24,128 shares; 2025Q2: 26,017 shares; 2025Q3: 27,399 shares 27,399 $1.92M 0.01% +1,382 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: 22,149 shares; 2024Q4: 26,483 shares; 2025Q1: 29,318 shares; 2025Q2: 22,085 shares; 2025Q3: 13,815 shares 13,815 $1.91M 0.01% -8,270 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: 11,689 shares; 2024Q4: 11,463 shares; 2025Q1: 11,370 shares; 2025Q2: 11,318 shares; 2025Q3: 11,424 shares 11,424 $1.91M 0.01% +106 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,857 shares; 2024Q4: 414,832 shares; 2025Q1: 321,861 shares; 2025Q2: 316,228 shares; 2025Q3: 61,295 shares 61,295 $1.91M 0.01% -254,933 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,894 shares; 2025Q1: 53,041 shares; 2025Q2: 30,974 shares; 2025Q3: 66,621 shares 66,621 $1.91M 0.01% +35,647 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,825 shares; 2024Q4: 14,715 shares; 2025Q1: 13,458 shares; 2025Q2: 15,771 shares; 2025Q3: 19,296 shares 19,296 $1.9M 0.01% +3,525 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: 10,525 shares; 2024Q4: 19,098 shares; 2025Q1: 18,532 shares; 2025Q2: 16,129 shares; 2025Q3: 15,836 shares 15,836 $1.9M 0.01% -293 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,433 shares; 2025Q3: 39,897 shares 39,897 $1.9M 0.01% +20,464 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 2,869 shares; 2025Q1: 2,694 shares; 2025Q2: 10,991 shares; 2025Q3: 12,777 shares 12,777 $1.89M 0.01% +1,786 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 14,366 shares; 2025Q1: not reported; 2025Q2: 5,898 shares; 2025Q3: 44,999 shares 44,999 $1.89M 0.01% +39,101 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 10,354 shares; 2025Q1: 10,633 shares; 2025Q2: 17,107 shares; 2025Q3: 25,668 shares 25,668 $1.89M 0.01% +8,561 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: 35,477 shares; 2024Q4: 37,919 shares; 2025Q1: 41,094 shares; 2025Q2: 41,636 shares; 2025Q3: 32,049 shares 32,049 $1.88M 0.01% -9,587 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 17,122 shares; 2025Q1: 9,762 shares; 2025Q2: 10,042 shares; 2025Q3: 33,323 shares 33,323 $1.88M 0.01% +23,281 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,109 shares; 2024Q4: 33,594 shares; 2025Q1: 33,294 shares; 2025Q2: 33,294 shares; 2025Q3: 33,688 shares 33,688 $1.88M 0.01% +394 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,843 shares; 2025Q3: 52,860 shares 52,860 $1.88M 0.01% +10,017 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,321 shares; 2024Q4: 31,371 shares; 2025Q1: 31,849 shares; 2025Q2: 30,487 shares; 2025Q3: 32,250 shares 32,250 $1.88M 0.01% +1,763 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: 40,438 shares; 2024Q4: 39,425 shares; 2025Q1: 41,652 shares; 2025Q2: 44,240 shares; 2025Q3: 41,606 shares 41,606 $1.87M 0.01% -2,634 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 13,587 shares; 2025Q1: not reported; 2025Q2: 4,436 shares; 2025Q3: 35,229 shares 35,229 $1.87M 0.01% +30,793 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,316 shares; 2024Q4: 58,817 shares; 2025Q1: 61,097 shares; 2025Q2: 70,014 shares; 2025Q3: 79,447 shares 79,447 $1.87M 0.01% +9,433 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,104 shares; 2025Q3: 71,983 shares 71,983 $1.87M 0.01% +1,879 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,067 shares; 2024Q4: 20,562 shares; 2025Q1: 19,863 shares; 2025Q2: 18,935 shares; 2025Q3: 17,892 shares 17,892 $1.87M 0.01% -1,043 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: 24,506 shares; 2024Q4: 25,448 shares; 2025Q1: 23,909 shares; 2025Q2: 13,445 shares; 2025Q3: 13,574 shares 13,574 $1.87M 0.01% +129 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 26,627 shares; 2025Q1: 25,039 shares; 2025Q2: 28,135 shares; 2025Q3: 29,755 shares 29,755 $1.87M 0.01% +1,620 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,862 shares; 2024Q4: 11,412 shares; 2025Q1: 5,483 shares; 2025Q2: 15,846 shares; 2025Q3: 14,973 shares 14,973 $1.87M 0.01% -873 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,130 shares; 2025Q1: 10,138 shares; 2025Q2: 9,500 shares; 2025Q3: 8,952 shares 8,952 $1.86M 0.01% -548 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: 40,320 shares; 2024Q4: 38,446 shares; 2025Q1: 38,385 shares; 2025Q2: 42,762 shares; 2025Q3: 42,791 shares 42,791 $1.86M 0.01% +29 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,359 shares; 2024Q4: 76,534 shares; 2025Q1: 62,794 shares; 2025Q2: 54,568 shares; 2025Q3: 31,044 shares 31,044 $1.85M 0.01% -23,524 Timeline BCO BRINKS CO More: the full row for BRINKS 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: not reported; 2025Q3: 15,797 shares 15,797 $1.85M 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,767 shares; 2025Q1: 13,281 shares; 2025Q2: 13,146 shares; 2025Q3: 15,580 shares 15,580 $1.85M 0.01% +2,434 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,170 shares; 2024Q4: 24,226 shares; 2025Q1: 14,944 shares; 2025Q2: 14,960 shares; 2025Q3: 14,494 shares 14,494 $1.84M 0.01% -466 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,097 shares; 2025Q1: 4,065 shares; 2025Q2: 4,448 shares; 2025Q3: 3,906 shares 3,906 $1.83M 0.01% -542 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,437 shares; 2025Q2: 49,346 shares; 2025Q3: 82,858 shares 82,858 $1.82M 0.01% +33,512 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: 1,649 shares; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 8,821 shares; 2025Q3: 9,114 shares 9,114 $1.82M 0.01% +293 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,864 shares; 2024Q4: 102,255 shares; 2025Q1: 107,182 shares; 2025Q2: 104,259 shares; 2025Q3: 103,914 shares 103,914 $1.81M 0.01% -345 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 18,319 shares; 2025Q1: 32,199 shares; 2025Q2: 29,218 shares; 2025Q3: 28,027 shares 28,027 $1.8M 0.01% -1,191 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: 38,185 shares; 2024Q4: 31,087 shares; 2025Q1: 26,607 shares; 2025Q2: 35,084 shares; 2025Q3: 35,556 shares 35,556 $1.8M 0.01% +472 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,615 shares; 2025Q3: 50,830 shares 50,830 $1.79M 0.01% -53,785 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,286 shares; 2024Q4: 68,552 shares; 2025Q1: 66,008 shares; 2025Q2: 75,709 shares; 2025Q3: 84,395 shares 84,395 $1.79M 0.01% +8,686 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,505 shares; 2025Q1: 1,350 shares; 2025Q2: 1,608 shares; 2025Q3: 3,296 shares 3,296 $1.79M 0.01% +1,688 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,886 shares 85,886 $1.78M 0.01% new 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: 30,557 shares; 2024Q4: 31,407 shares; 2025Q1: 28,029 shares; 2025Q2: 29,980 shares; 2025Q3: 52,178 shares 52,178 $1.78M 0.01% +22,198 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,734 shares; 2025Q1: 7,791 shares; 2025Q2: 21,626 shares; 2025Q3: 19,504 shares 19,504 $1.78M 0.01% -2,122 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,613 shares; 2024Q4: 15,508 shares; 2025Q1: 15,346 shares; 2025Q2: 31,495 shares; 2025Q3: 26,371 shares 26,371 $1.78M 0.01% -5,124 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: 103,198 shares; 2024Q4: 83,313 shares; 2025Q1: 73,498 shares; 2025Q2: 52,432 shares; 2025Q3: 92,910 shares 92,910 $1.78M 0.01% +40,478 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,800 shares; 2024Q4: 11,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,915 shares 57,915 $1.78M 0.01% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,578 shares; 2024Q4: 45,413 shares; 2025Q1: 92,151 shares; 2025Q2: 80,807 shares; 2025Q3: 91,081 shares 91,081 $1.78M 0.01% +10,274 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: 25,364 shares; 2024Q4: 23,254 shares; 2025Q1: 21,107 shares; 2025Q2: 20,433 shares; 2025Q3: 20,927 shares 20,927 $1.78M 0.01% +494 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,311 shares; 2024Q4: 40,091 shares; 2025Q1: 84,533 shares; 2025Q2: 30,355 shares; 2025Q3: 33,427 shares 33,427 $1.77M 0.01% +3,072 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 9,134 shares; 2025Q1: 9,274 shares; 2025Q2: 8,761 shares; 2025Q3: 9,282 shares 9,282 $1.77M 0.01% +521 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,770 shares; 2024Q4: 43,707 shares; 2025Q1: 40,002 shares; 2025Q2: 38,904 shares; 2025Q3: 43,797 shares 43,797 $1.77M 0.01% +4,893 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 2,688 shares; 2025Q1: 2,475 shares; 2025Q2: 11,522 shares; 2025Q3: 7,948 shares 7,948 $1.75M 0.01% -3,574 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,656 shares; 2024Q4: 77,452 shares; 2025Q1: 77,769 shares; 2025Q2: 80,837 shares; 2025Q3: 58,917 shares 58,917 $1.75M 0.01% -21,920 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,928 shares; 2024Q4: 12,663 shares; 2025Q1: 11,741 shares; 2025Q2: 13,192 shares; 2025Q3: 14,325 shares 14,325 $1.75M 0.01% +1,133 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 16,432 shares; 2025Q1: 17,989 shares; 2025Q2: 22,892 shares; 2025Q3: 23,941 shares 23,941 $1.75M 0.01% +1,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,676 shares; 2025Q3: 48,674 shares 48,674 $1.74M 0.01% +29,998 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: 34,067 shares; 2024Q4: 28,289 shares; 2025Q1: 37,096 shares; 2025Q2: 110,295 shares; 2025Q3: 132,165 shares 132,165 $1.74M 0.01% +21,870 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 11,805 shares; 2025Q1: 11,481 shares; 2025Q2: 11,422 shares; 2025Q3: 11,176 shares 11,176 $1.74M 0.01% -246 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 8,712 shares; 2025Q1: 8,429 shares; 2025Q2: 10,822 shares; 2025Q3: 26,373 shares 26,373 $1.74M 0.01% +15,551 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,235 shares; 2025Q1: 4,236 shares; 2025Q2: 4,388 shares; 2025Q3: 4,575 shares 4,575 $1.73M 0.01% +187 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: 55,716 shares; 2024Q4: 40,996 shares; 2025Q1: 38,153 shares; 2025Q2: 36,547 shares; 2025Q3: 35,879 shares 35,879 $1.73M 0.01% -668 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,276 shares; 2024Q4: 36,439 shares; 2025Q1: 28,099 shares; 2025Q2: 31,401 shares; 2025Q3: 36,011 shares 36,011 $1.73M 0.01% +4,610 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,916 shares; 2024Q4: 164,039 shares; 2025Q1: 83,883 shares; 2025Q2: 87,518 shares; 2025Q3: 86,876 shares 86,876 $1.73M 0.01% -642 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,826 shares; 2024Q4: 26,869 shares; 2025Q1: 26,904 shares; 2025Q2: 26,892 shares; 2025Q3: 26,132 shares 26,132 $1.71M 0.01% -760 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,748 shares; 2025Q2: not reported; 2025Q3: 29,794 shares 29,794 $1.71M 0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,993 shares; 2024Q4: 338,893 shares; 2025Q1: 26,346 shares; 2025Q2: 26,568 shares; 2025Q3: 32,386 shares 32,386 $1.71M 0.01% +5,818 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,670 shares; 2024Q4: 55,277 shares; 2025Q1: 16,042 shares; 2025Q2: 15,229 shares; 2025Q3: 15,882 shares 15,882 $1.7M 0.01% +653 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: 58,840 shares; 2024Q4: 51,704 shares; 2025Q1: 50,331 shares; 2025Q2: 47,206 shares; 2025Q3: 38,191 shares 38,191 $1.7M 0.01% -9,015 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: 68,509 shares; 2024Q4: 65,202 shares; 2025Q1: 65,202 shares; 2025Q2: 64,854 shares; 2025Q3: 59,441 shares 59,441 $1.7M 0.01% -5,413 Timeline DFUS 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: 11,687 shares; 2024Q4: 11,687 shares; 2025Q1: 14,109 shares; 2025Q2: 20,722 shares; 2025Q3: 23,462 shares 23,462 $1.7M 0.01% +2,740 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: 14,108 shares; 2024Q4: 13,824 shares; 2025Q1: 12,463 shares; 2025Q2: 12,617 shares; 2025Q3: 13,152 shares 13,152 $1.69M 0.01% +535 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,557 shares; 2024Q4: 12,203 shares; 2025Q1: 14,628 shares; 2025Q2: 44,406 shares; 2025Q3: 58,337 shares 58,337 $1.69M 0.01% +13,931 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,914 shares; 2025Q1: 22,030 shares; 2025Q2: 38,430 shares; 2025Q3: 46,737 shares 46,737 $1.68M 0.01% +8,307 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: 60,131 shares; 2024Q4: 56,608 shares; 2025Q1: 50,307 shares; 2025Q2: 115,230 shares; 2025Q3: 137,157 shares 137,157 $1.67M 0.01% +21,927 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 20,796 shares; 2025Q1: 19,240 shares; 2025Q2: 19,874 shares; 2025Q3: 21,937 shares 21,937 $1.67M 0.01% +2,063 Timeline IBMP 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: 28,599 shares; 2024Q4: 25,727 shares; 2025Q1: 25,789 shares; 2025Q2: 63,455 shares; 2025Q3: 65,609 shares 65,609 $1.67M 0.01% +2,154 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 8,174 shares; 2025Q1: 7,575 shares; 2025Q2: 7,395 shares; 2025Q3: 8,004 shares 8,004 $1.67M 0.01% +609 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 16,381 shares; 2025Q1: 15,544 shares; 2025Q2: 16,625 shares; 2025Q3: 20,277 shares 20,277 $1.66M 0.01% +3,652 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,255 shares; 2024Q4: 85,700 shares; 2025Q1: 88,538 shares; 2025Q2: 102,527 shares; 2025Q3: 113,794 shares 113,794 $1.66M 0.01% +11,267 Timeline