SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 8,551 shares; 2025Q1: 13,516 shares; 2025Q2: 13,936 shares; 2025Q3: 11,207 shares 11,207 $1.07M 0.03% -2,729 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,764 shares; 2024Q4: 20,925 shares; 2025Q1: 22,252 shares; 2025Q2: 21,349 shares; 2025Q3: 18,696 shares 18,696 $1.06M 0.03% -2,653 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,320 shares; 2025Q3: 42,573 shares 42,573 $1.06M 0.03% +4,253 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,045 shares; 2024Q4: 34,286 shares; 2025Q1: 36,668 shares; 2025Q2: 32,655 shares; 2025Q3: 33,820 shares 33,820 $1.06M 0.03% +1,165 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 26,281 shares; 2025Q1: 29,829 shares; 2025Q2: 35,740 shares; 2025Q3: 44,317 shares 44,317 $1.06M 0.03% +8,577 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 964 shares; 2025Q1: 1,017 shares; 2025Q2: 1,659 shares; 2025Q3: 1,513 shares 1,513 $1.06M 0.03% -146 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 4,628 shares; 2025Q1: 4,285 shares; 2025Q2: 4,013 shares; 2025Q3: 3,734 shares 3,734 $1.05M 0.03% -279 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 4,131 shares; 2025Q1: 4,176 shares; 2025Q2: 4,027 shares; 2025Q3: 4,907 shares 4,907 $1.05M 0.03% +880 Timeline BBHY 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: 8,508 shares; 2024Q4: 12,689 shares; 2025Q1: 17,134 shares; 2025Q2: 18,450 shares; 2025Q3: 22,372 shares 22,372 $1.05M 0.03% +3,922 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 10,243 shares; 2025Q1: 11,279 shares; 2025Q2: 6,889 shares; 2025Q3: 5,288 shares 5,288 $1.05M 0.03% -1,601 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,641 shares; 2024Q4: 26,001 shares; 2025Q1: 24,922 shares; 2025Q2: 24,818 shares; 2025Q3: 24,019 shares 24,019 $1.04M 0.03% -799 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,844 shares; 2025Q1: 12,675 shares; 2025Q2: 11,738 shares; 2025Q3: 6,651 shares 6,651 $1.04M 0.03% -5,087 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: 2,843 shares; 2024Q4: 3,988 shares; 2025Q1: 4,053 shares; 2025Q2: 4,080 shares; 2025Q3: 3,900 shares 3,900 $1.04M 0.03% -180 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 8,719 shares; 2025Q1: 11,045 shares; 2025Q2: 10,880 shares; 2025Q3: 11,100 shares 11,100 $1.04M 0.03% +220 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,566 shares; 2024Q4: 42,631 shares; 2025Q1: 54,387 shares; 2025Q2: 44,056 shares; 2025Q3: 49,638 shares 49,638 $1.04M 0.03% +5,582 Timeline FDHY 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: 21,800 shares; 2024Q4: 22,490 shares; 2025Q1: 21,543 shares; 2025Q2: 20,995 shares; 2025Q3: 20,922 shares 20,922 $1.03M 0.03% -73 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 3,895 shares; 2025Q1: 2,742 shares; 2025Q2: 2,747 shares; 2025Q3: 3,760 shares 3,760 $1.03M 0.03% +1,013 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,484 shares; 2024Q4: 16,638 shares; 2025Q1: 16,715 shares; 2025Q2: 16,053 shares; 2025Q3: 15,937 shares 15,937 $1.03M 0.03% -116 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,552 shares 29,552 $1.03M 0.03% new Timeline BSCS 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: 25,161 shares; 2024Q4: 43,236 shares; 2025Q1: 48,536 shares; 2025Q2: 48,261 shares; 2025Q3: 49,681 shares 49,681 $1.02M 0.03% +1,420 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,154 shares; 2025Q1: 1,648 shares; 2025Q2: 1,854 shares; 2025Q3: 3,401 shares 3,401 $1.02M 0.03% +1,547 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: 6,323 shares; 2024Q4: 6,214 shares; 2025Q1: 31,618 shares; 2025Q2: 22,145 shares; 2025Q3: 21,325 shares 21,325 $1.02M 0.03% -820 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: 14,325 shares; 2025Q3: 6,033 shares 6,033 $1.02M 0.03% -8,292 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 22,125 shares; 2025Q1: 27,601 shares; 2025Q2: 26,803 shares; 2025Q3: 27,532 shares 27,532 $1.01M 0.03% +729 Timeline INTF 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: 26,603 shares; 2025Q3: 28,157 shares 28,157 $1.01M 0.03% +1,554 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: 2,027 shares; 2024Q4: 2,048 shares; 2025Q1: 2,080 shares; 2025Q2: 2,390 shares; 2025Q3: 2,023 shares 2,023 $1.01M 0.03% -367 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,151 shares; 2024Q4: 33,785 shares; 2025Q1: 36,202 shares; 2025Q2: 37,665 shares; 2025Q3: 29,212 shares 29,212 $1.01M 0.03% -8,453 Timeline OUSM 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: 21,491 shares; 2024Q4: 23,726 shares; 2025Q1: 21,819 shares; 2025Q2: 23,883 shares; 2025Q3: 22,424 shares 22,424 $1M 0.03% -1,459 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,890 shares 7,890 $1M 0.03% new 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: 6,147 shares; 2025Q2: 8,394 shares; 2025Q3: 6,879 shares 6,879 $1M 0.03% -1,515 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,960 shares 78,960 $994K 0.03% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,548 shares; 2025Q2: 14,237 shares; 2025Q3: 18,791 shares 18,791 $994K 0.03% +4,554 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,705 shares; 2024Q4: 47,603 shares; 2025Q1: 46,811 shares; 2025Q2: 49,791 shares; 2025Q3: 52,415 shares 52,415 $991K 0.03% +2,624 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 5,806 shares; 2025Q3: 8,921 shares 8,921 $990K 0.03% +3,115 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,204 shares; 2024Q4: 24,114 shares; 2025Q1: 23,842 shares; 2025Q2: 17,880 shares; 2025Q3: 16,142 shares 16,142 $987K 0.03% -1,738 Timeline FNDX 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: 9,695 shares; 2024Q4: 33,145 shares; 2025Q1: 97,040 shares; 2025Q2: 95,830 shares; 2025Q3: 37,532 shares 37,532 $987K 0.03% -58,298 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,592 shares; 2024Q4: 6,628 shares; 2025Q1: 6,645 shares; 2025Q2: 6,255 shares; 2025Q3: 6,292 shares 6,292 $981K 0.03% +37 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 8,940 shares; 2025Q1: 10,212 shares; 2025Q2: 9,279 shares; 2025Q3: 8,548 shares 8,548 $979K 0.03% -731 Timeline XHB 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: 12,352 shares; 2024Q4: 7,971 shares; 2025Q1: 7,876 shares; 2025Q2: 8,128 shares; 2025Q3: 8,795 shares 8,795 $974K 0.03% +667 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,786 shares; 2024Q4: 22,402 shares; 2025Q1: 16,082 shares; 2025Q2: 11,296 shares; 2025Q3: 12,896 shares 12,896 $972K 0.03% +1,600 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,163 shares; 2025Q2: 11,086 shares; 2025Q3: 4,952 shares 4,952 $972K 0.03% -6,134 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: 8,837 shares; 2025Q1: not reported; 2025Q2: 12,915 shares; 2025Q3: 15,779 shares 15,779 $970K 0.03% +2,864 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: 3,204 shares; 2024Q4: 2,470 shares; 2025Q1: 7,903 shares; 2025Q2: 9,914 shares; 2025Q3: 6,506 shares 6,506 $969K 0.03% -3,408 Timeline BSCU 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: 58,070 shares; 2024Q4: 56,845 shares; 2025Q1: 56,345 shares; 2025Q2: 53,095 shares; 2025Q3: 56,845 shares 56,845 $961K 0.03% +3,750 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL 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: 17,496 shares; 2025Q1: 19,718 shares; 2025Q2: 32,008 shares; 2025Q3: 32,004 shares 32,004 $960K 0.03% -4 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: 10,610 shares; 2024Q4: 10,898 shares; 2025Q1: 10,733 shares; 2025Q2: 10,654 shares; 2025Q3: 10,600 shares 10,600 $959K 0.03% -54 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 1,568 shares; 2025Q1: 1,765 shares; 2025Q2: 1,739 shares; 2025Q3: 4,385 shares 4,385 $952K 0.03% +2,646 Timeline UEVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,144 shares 17,144 $951K 0.03% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,586 shares; 2025Q1: 8,815 shares; 2025Q2: 8,511 shares; 2025Q3: 9,190 shares 9,190 $949K 0.03% +679 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,300 shares; 2025Q3: 125,500 shares 125,500 $948K 0.03% -3,800 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,840 shares; 2024Q4: 57,379 shares; 2025Q1: 58,673 shares; 2025Q2: 18,167 shares; 2025Q3: 19,301 shares 19,301 $943K 0.03% +1,134 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: 19,071 shares; 2024Q4: 20,847 shares; 2025Q1: 20,415 shares; 2025Q2: 19,925 shares; 2025Q3: 20,230 shares 20,230 $939K 0.03% +305 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: 1,015 shares; 2025Q3: 4,015 shares 4,015 $939K 0.03% +3,000 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 8,007 shares; 2025Q1: 5,118 shares; 2025Q2: 4,277 shares; 2025Q3: 3,440 shares 3,440 $938K 0.03% -837 Timeline POWA 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: 8,727 shares; 2024Q4: 10,102 shares; 2025Q1: 12,387 shares; 2025Q2: 11,297 shares; 2025Q3: 10,362 shares 10,362 $938K 0.03% -935 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: 13,409 shares; 2024Q4: 13,091 shares; 2025Q1: 13,222 shares; 2025Q2: 12,708 shares; 2025Q3: 11,613 shares 11,613 $937K 0.03% -1,095 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: 15,366 shares; 2024Q4: 15,294 shares; 2025Q1: 15,024 shares; 2025Q2: 15,645 shares; 2025Q3: 17,057 shares 17,057 $934K 0.03% +1,412 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: 42,128 shares; 2024Q4: 41,987 shares; 2025Q1: 41,391 shares; 2025Q2: 41,391 shares; 2025Q3: 41,395 shares 41,395 $933K 0.03% +4 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 15,667 shares; 2025Q2: 18,764 shares; 2025Q3: 22,651 shares 22,651 $932K 0.03% +3,887 Timeline COLO 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: 20,940 shares; 2025Q2: 25,390 shares; 2025Q3: 28,233 shares 28,233 $927K 0.03% +2,843 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,218 shares; 2025Q3: 33,162 shares 33,162 $924K 0.03% +12,944 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: 2,931 shares; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,522 shares; 2025Q3: 3,119 shares 3,119 $924K 0.03% +597 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $917K 0.03% new Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,972 shares; 2025Q3: 31,463 shares 31,463 $916K 0.03% +3,491 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: not reported; 2025Q3: 19,113 shares 19,113 $916K 0.03% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 32,235 shares; 2025Q1: 32,537 shares; 2025Q2: 31,715 shares; 2025Q3: 30,779 shares 30,779 $912K 0.03% -936 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: 11,045 shares; 2025Q2: 34,517 shares; 2025Q3: 39,662 shares 39,662 $907K 0.03% +5,145 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 12,589 shares; 2025Q1: 10,526 shares; 2025Q2: 10,752 shares; 2025Q3: 11,038 shares 11,038 $905K 0.03% +286 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 5,863 shares; 2025Q1: 6,563 shares; 2025Q2: 5,709 shares; 2025Q3: 6,888 shares 6,888 $904K 0.03% +1,179 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,575 shares; 2024Q4: 12,495 shares; 2025Q1: 10,188 shares; 2025Q2: 18,519 shares; 2025Q3: 19,740 shares 19,740 $900K 0.03% +1,221 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,636 shares; 2025Q2: 5,275 shares; 2025Q3: 8,302 shares 8,302 $900K 0.03% +3,027 Timeline FCOM 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: 14,724 shares; 2024Q4: 14,918 shares; 2025Q1: 19,191 shares; 2025Q2: 15,010 shares; 2025Q3: 12,671 shares 12,671 $899K 0.03% -2,339 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,779 shares; 2024Q4: 19,823 shares; 2025Q1: 18,259 shares; 2025Q2: 16,432 shares; 2025Q3: 15,164 shares 15,164 $899K 0.03% -1,268 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: 6,979 shares; 2024Q4: 7,027 shares; 2025Q1: 7,077 shares; 2025Q2: 7,035 shares; 2025Q3: 7,089 shares 7,089 $899K 0.03% +54 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,538 shares; 2025Q1: 7,694 shares; 2025Q2: 7,216 shares; 2025Q3: 6,850 shares 6,850 $899K 0.03% -366 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares 1,357 $896K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,282 shares; 2024Q4: 15,526 shares; 2025Q1: 11,693 shares; 2025Q2: 7,907 shares; 2025Q3: 5,182 shares 5,182 $896K 0.03% -2,725 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,515 shares; 2025Q3: 23,492 shares 23,492 $889K 0.03% -23 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,561 shares; 2025Q1: 4,056 shares; 2025Q2: 3,666 shares; 2025Q3: 3,246 shares 3,246 $889K 0.03% -420 Timeline QSIX 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: 17,939 shares; 2025Q3: 23,963 shares 23,963 $888K 0.03% +6,024 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 7,121 shares; 2025Q1: 7,154 shares; 2025Q2: 7,067 shares; 2025Q3: 6,529 shares 6,529 $884K 0.03% -538 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,280 shares; 2025Q3: 23,927 shares 23,927 $878K 0.02% -10,353 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,414 shares 30,414 $874K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 8,761 shares; 2025Q1: 9,049 shares; 2025Q2: 10,757 shares; 2025Q3: 7,763 shares 7,763 $873K 0.02% -2,994 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: 5,373 shares; 2024Q4: 5,497 shares; 2025Q1: 5,352 shares; 2025Q2: 5,110 shares; 2025Q3: 4,579 shares 4,579 $873K 0.02% -531 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 15,798 shares; 2025Q1: 15,704 shares; 2025Q2: 16,572 shares; 2025Q3: 17,981 shares 17,981 $871K 0.02% +1,409 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 4,338 shares; 2025Q1: 2,758 shares; 2025Q2: 2,926 shares; 2025Q3: 4,212 shares 4,212 $864K 0.02% +1,286 Timeline FLRG 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: 25,934 shares; 2025Q1: 24,951 shares; 2025Q2: 23,674 shares; 2025Q3: 22,345 shares 22,345 $859K 0.02% -1,329 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,277 shares; 2024Q4: 25,355 shares; 2025Q1: 25,827 shares; 2025Q2: 25,951 shares; 2025Q3: 25,636 shares 25,636 $855K 0.02% -315 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,805 shares; 2024Q4: 60,438 shares; 2025Q1: 70,863 shares; 2025Q2: 73,046 shares; 2025Q3: 71,259 shares 71,259 $854K 0.02% -1,787 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: 18,688 shares; 2024Q4: 18,170 shares; 2025Q1: 17,493 shares; 2025Q2: 17,165 shares; 2025Q3: 16,396 shares 16,396 $854K 0.02% -769 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: 27,780 shares; 2024Q4: 27,516 shares; 2025Q1: 27,206 shares; 2025Q2: 23,958 shares; 2025Q3: 21,136 shares 21,136 $852K 0.02% -2,822 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,267 shares; 2024Q4: 7,718 shares; 2025Q1: 8,540 shares; 2025Q2: 8,836 shares; 2025Q3: 9,058 shares 9,058 $846K 0.02% +222 Timeline FTA 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: 13,803 shares; 2024Q4: 17,400 shares; 2025Q1: 21,769 shares; 2025Q2: 9,615 shares; 2025Q3: 10,130 shares 10,130 $844K 0.02% +515 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 7,894 shares; 2025Q3: 10,194 shares 10,194 $838K 0.02% +2,300 Timeline SLYG 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: 7,111 shares; 2024Q4: 9,221 shares; 2025Q1: 9,688 shares; 2025Q2: 8,650 shares; 2025Q3: 8,882 shares 8,882 $838K 0.02% +232 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,644 shares; 2025Q3: 24,517 shares 24,517 $837K 0.02% +14,873 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 10,383 shares; 2025Q1: 13,799 shares; 2025Q2: 17,394 shares; 2025Q3: 18,337 shares 18,337 $835K 0.02% +943 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,761 shares; 2024Q4: 13,669 shares; 2025Q1: 123,535 shares; 2025Q2: 233,577 shares; 2025Q3: 110,741 shares 110,741 $834K 0.02% -122,836 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,193 shares; 2025Q1: 1,689 shares; 2025Q2: 1,691 shares; 2025Q3: 2,102 shares 2,102 $833K 0.02% +411 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,356 shares; 2024Q4: 17,609 shares; 2025Q1: 17,336 shares; 2025Q2: 17,028 shares; 2025Q3: 17,193 shares 17,193 $832K 0.02% +165 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,743 shares; 2024Q4: 18,157 shares; 2025Q1: 17,153 shares; 2025Q2: 13,881 shares; 2025Q3: 13,604 shares 13,604 $829K 0.02% -277 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: 12,729 shares; 2024Q4: 12,923 shares; 2025Q1: 13,999 shares; 2025Q2: 13,629 shares; 2025Q3: 13,839 shares 13,839 $826K 0.02% +210 Timeline FGD 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: 40,485 shares; 2024Q4: 40,260 shares; 2025Q1: 49,864 shares; 2025Q2: 48,947 shares; 2025Q3: 28,692 shares 28,692 $825K 0.02% -20,255 Timeline FID 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: 29,298 shares; 2024Q4: 28,973 shares; 2025Q1: 35,211 shares; 2025Q2: 36,108 shares; 2025Q3: 41,802 shares 41,802 $823K 0.02% +5,694 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,788 shares; 2024Q4: 35,800 shares; 2025Q1: 35,807 shares; 2025Q2: 35,818 shares; 2025Q3: 35,829 shares 35,829 $820K 0.02% +11 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,307 shares; 2025Q1: 3,013 shares; 2025Q2: 3,249 shares; 2025Q3: 4,012 shares 4,012 $817K 0.02% +763 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: 9,377 shares; 2024Q4: 9,388 shares; 2025Q1: 9,332 shares; 2025Q2: 9,340 shares; 2025Q3: 6,479 shares 6,479 $816K 0.02% -2,861 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,647 shares; 2025Q3: 2,616 shares 2,616 $811K 0.02% -31 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,024 shares; 2025Q3: 26,007 shares 26,007 $801K 0.02% -10,017 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: 18,716 shares; 2024Q4: 18,280 shares; 2025Q1: 10,087 shares; 2025Q2: 10,361 shares; 2025Q3: 9,856 shares 9,856 $800K 0.02% -505 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,973 shares; 2024Q4: 71,478 shares; 2025Q1: 73,645 shares; 2025Q2: 50,786 shares; 2025Q3: 49,552 shares 49,552 $795K 0.02% -1,234 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,444 shares; 2025Q2: 31,502 shares; 2025Q3: 28,563 shares 28,563 $794K 0.02% -2,939 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 9,502 shares; 2025Q1: 8,426 shares; 2025Q2: 11,183 shares; 2025Q3: 9,431 shares 9,431 $793K 0.02% -1,752 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares 1,629 $790K 0.02% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,520 shares 2,520 $790K 0.02% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 10,661 shares; 2025Q1: 11,669 shares; 2025Q2: 11,352 shares; 2025Q3: 10,272 shares 10,272 $785K 0.02% -1,080 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: 12,282 shares; 2025Q1: 16,621 shares; 2025Q2: 19,081 shares; 2025Q3: 19,156 shares 19,156 $781K 0.02% +75 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 3,166 shares 3,166 $781K 0.02% new Timeline SPDW 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: 41,227 shares; 2024Q4: 38,926 shares; 2025Q1: 35,885 shares; 2025Q2: 18,826 shares; 2025Q3: 18,248 shares 18,248 $781K 0.02% -578 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 18,982 shares; 2025Q1: 18,813 shares; 2025Q2: 20,256 shares; 2025Q3: 20,456 shares 20,456 $780K 0.02% +200 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,326 shares; 2024Q4: 16,855 shares; 2025Q1: 11,536 shares; 2025Q2: 11,184 shares; 2025Q3: 6,828 shares 6,828 $778K 0.02% -4,356 Timeline FTC 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: 4,983 shares; 2024Q4: 4,244 shares; 2025Q1: 5,177 shares; 2025Q2: 4,849 shares; 2025Q3: 4,839 shares 4,839 $777K 0.02% -10 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 3,449 shares; 2025Q1: 3,705 shares; 2025Q2: 2,934 shares; 2025Q3: 3,275 shares 3,275 $770K 0.02% +341 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,920 shares; 2024Q4: 23,185 shares; 2025Q1: 24,539 shares; 2025Q2: 5,482 shares; 2025Q3: 9,902 shares 9,902 $769K 0.02% +4,420 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: 23,283 shares; 2024Q4: 22,800 shares; 2025Q1: 15,088 shares; 2025Q2: 15,914 shares; 2025Q3: 15,525 shares 15,525 $768K 0.02% -389 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: 3,284 shares; 2024Q4: 3,240 shares; 2025Q1: 3,840 shares; 2025Q2: 4,315 shares; 2025Q3: 13,880 shares 13,880 $767K 0.02% +9,565 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,711 shares; 2025Q3: 18,246 shares 18,246 $766K 0.02% +8,535 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 7,052 shares; 2025Q1: 7,774 shares; 2025Q2: 7,618 shares; 2025Q3: 6,878 shares 6,878 $762K 0.02% -740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,011 shares 5,011 $762K 0.02% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,174 shares; 2025Q2: 22,209 shares; 2025Q3: 24,560 shares 24,560 $761K 0.02% +2,351 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 11,546 shares; 2025Q1: 12,713 shares; 2025Q2: 14,107 shares; 2025Q3: 14,331 shares 14,331 $758K 0.02% +224 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 4,009 shares 4,009 $757K 0.02% +1,500 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,341 shares 2,341 $757K 0.02% new 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: 2,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,770 shares 11,770 $756K 0.02% new Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,450 shares 25,450 $756K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,291 shares; 2024Q4: 6,602 shares; 2025Q1: 3,227 shares; 2025Q2: 2,966 shares; 2025Q3: 2,893 shares 2,893 $753K 0.02% -73 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,066 shares; 2025Q1: 9,589 shares; 2025Q2: 9,410 shares; 2025Q3: 10,516 shares 10,516 $752K 0.02% +1,106 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,977 shares; 2025Q2: 19,207 shares; 2025Q3: 17,953 shares 17,953 $750K 0.02% -1,254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,503 shares 11,503 $748K 0.02% new 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: 6,771 shares; 2024Q4: 6,741 shares; 2025Q1: 7,522 shares; 2025Q2: 7,345 shares; 2025Q3: 7,465 shares 7,465 $747K 0.02% +120 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: 1,892 shares; 2024Q4: 715 shares; 2025Q1: 505 shares; 2025Q2: 541 shares; 2025Q3: 1,167 shares 1,167 $746K 0.02% +626 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS 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: 14,213 shares; 2025Q2: 24,213 shares; 2025Q3: 29,214 shares 29,214 $746K 0.02% +5,001 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: 5,372 shares; 2024Q4: 4,533 shares; 2025Q1: 8,821 shares; 2025Q2: 9,569 shares; 2025Q3: 5,759 shares 5,759 $742K 0.02% -3,810 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 6,833 shares; 2025Q1: 8,141 shares; 2025Q2: 10,956 shares; 2025Q3: 5,327 shares 5,327 $741K 0.02% -5,629 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: 10,557 shares; 2024Q4: 9,835 shares; 2025Q1: 13,031 shares; 2025Q2: 14,241 shares; 2025Q3: 10,090 shares 10,090 $741K 0.02% -4,151 Timeline FLRN 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: 42,603 shares; 2024Q4: 46,347 shares; 2025Q1: 46,672 shares; 2025Q2: 59,334 shares; 2025Q3: 23,962 shares 23,962 $739K 0.02% -35,372 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 9,019 shares; 2025Q1: 10,113 shares; 2025Q2: 10,114 shares; 2025Q3: 9,976 shares 9,976 $738K 0.02% -138 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: 6,188 shares; 2024Q4: 5,212 shares; 2025Q1: 3,703 shares; 2025Q2: 3,138 shares; 2025Q3: 3,923 shares 3,923 $737K 0.02% +785 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,878 shares; 2024Q4: 77,327 shares; 2025Q1: 94,786 shares; 2025Q2: 86,889 shares; 2025Q3: 89,954 shares 89,954 $736K 0.02% +3,065 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,058 shares; 2025Q1: 3,081 shares; 2025Q2: 3,066 shares; 2025Q3: 3,108 shares 3,108 $734K 0.02% +42 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: 17,035 shares; 2024Q4: 15,498 shares; 2025Q1: 16,006 shares; 2025Q2: 16,356 shares; 2025Q3: 16,290 shares 16,290 $733K 0.02% -66 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 4,535 shares; 2025Q1: 4,183 shares; 2025Q2: 3,322 shares; 2025Q3: 3,105 shares 3,105 $732K 0.02% -217 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,885 shares; 2024Q4: 56,643 shares; 2025Q1: 64,075 shares; 2025Q2: 69,695 shares; 2025Q3: 73,050 shares 73,050 $732K 0.02% +3,355 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,516 shares; 2025Q1: 2,447 shares; 2025Q2: 2,574 shares; 2025Q3: 4,795 shares 4,795 $729K 0.02% +2,221 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 138 shares; 2025Q1: 133 shares; 2025Q2: 138 shares; 2025Q3: 135 shares 135 $728K 0.02% -3 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,199 shares 7,199 $728K 0.02% new Timeline SPGM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,687 shares 9,687 $726K 0.02% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 19,863 shares; 2025Q1: 17,605 shares; 2025Q2: 25,143 shares; 2025Q3: 17,197 shares 17,197 $724K 0.02% -7,946 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,506 shares; 2025Q1: 2,557 shares; 2025Q2: 2,484 shares; 2025Q3: 2,410 shares 2,410 $724K 0.02% -74 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,971 shares 54,971 $722K 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,642 shares; 2025Q1: 6,711 shares; 2025Q2: 6,508 shares; 2025Q3: 6,515 shares 6,515 $720K 0.02% +7 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,370 shares; 2025Q2: 6,512 shares; 2025Q3: 6,856 shares 6,856 $719K 0.02% +344 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,919 shares 14,919 $719K 0.02% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 5,955 shares; 2025Q1: 6,179 shares; 2025Q2: 6,393 shares; 2025Q3: 6,478 shares 6,478 $718K 0.02% +85 Timeline BUFG 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: 23,130 shares; 2024Q4: 21,806 shares; 2025Q1: 26,117 shares; 2025Q2: 26,277 shares; 2025Q3: 26,449 shares 26,449 $713K 0.02% +172 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 18,942 shares; 2025Q1: 16,164 shares; 2025Q2: 13,083 shares; 2025Q3: 11,847 shares 11,847 $712K 0.02% -1,236 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,093 shares; 2024Q4: 17,242 shares; 2025Q1: 16,070 shares; 2025Q2: 15,386 shares; 2025Q3: 12,743 shares 12,743 $711K 0.02% -2,643 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 6,685 shares; 2025Q1: 6,969 shares; 2025Q2: 6,092 shares; 2025Q3: 7,440 shares 7,440 $710K 0.02% +1,348 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 5,100 shares; 2025Q3: 6,675 shares 6,675 $710K 0.02% +1,575 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: 7,083 shares; 2024Q4: 6,373 shares; 2025Q1: 6,191 shares; 2025Q2: 5,016 shares; 2025Q3: 4,879 shares 4,879 $704K 0.02% -137 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 13,125 shares 13,125 $703K 0.02% new Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 15,273 shares; 2025Q1: 14,783 shares; 2025Q2: 15,292 shares; 2025Q3: 15,270 shares 15,270 $698K 0.02% -22 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,599 shares; 2024Q4: 15,340 shares; 2025Q1: 15,280 shares; 2025Q2: 16,170 shares; 2025Q3: 14,683 shares 14,683 $698K 0.02% -1,487 Timeline SRET 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: 14,496 shares; 2025Q2: 28,890 shares; 2025Q3: 32,256 shares 32,256 $698K 0.02% +3,366 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: 6,802 shares; 2024Q4: 7,590 shares; 2025Q1: 8,890 shares; 2025Q2: 7,713 shares; 2025Q3: 7,807 shares 7,807 $698K 0.02% +94 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 17,992 shares; 2025Q1: 18,301 shares; 2025Q2: 16,306 shares; 2025Q3: 13,928 shares 13,928 $697K 0.02% -2,378 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 16,940 shares; 2025Q1: 16,821 shares; 2025Q2: 19,219 shares; 2025Q3: 17,148 shares 17,148 $694K 0.02% -2,071 Timeline LGOV 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: 207,673 shares; 2024Q4: 85,596 shares; 2025Q1: 58,578 shares; 2025Q2: 59,133 shares; 2025Q3: 31,864 shares 31,864 $693K 0.02% -27,269 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 1,992 shares; 2025Q1: 2,647 shares; 2025Q2: 3,118 shares; 2025Q3: 3,069 shares 3,069 $692K 0.02% -49 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,544 shares; 2024Q4: 16,430 shares; 2025Q1: 17,844 shares; 2025Q2: 17,726 shares; 2025Q3: 16,354 shares 16,354 $690K 0.02% -1,372 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,493 shares; 2024Q4: 85,350 shares; 2025Q1: 80,689 shares; 2025Q2: 62,873 shares; 2025Q3: 60,359 shares 60,359 $689K 0.02% -2,514 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: 1,336 shares; 2024Q4: 3,508 shares; 2025Q1: 1,367 shares; 2025Q2: 1,851 shares; 2025Q3: 2,039 shares 2,039 $688K 0.02% +188 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,853 shares; 2025Q1: 6,858 shares; 2025Q2: 8,000 shares; 2025Q3: 2,994 shares 2,994 $687K 0.02% -5,006 Timeline QCJL 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: 29,475 shares 29,475 $686K 0.02% new Timeline XMAY 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: 20,183 shares; 2025Q3: 20,018 shares 20,018 $685K 0.02% -165 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares 2,212 $683K 0.02% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,471 shares 7,471 $683K 0.02% new 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: 3,640 shares; 2024Q4: 3,551 shares; 2025Q1: 3,336 shares; 2025Q2: 3,319 shares; 2025Q3: 3,356 shares 3,356 $681K 0.02% +37 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,020 shares; 2025Q1: 2,127 shares; 2025Q2: 1,915 shares; 2025Q3: 2,193 shares 2,193 $680K 0.02% +278 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: 4,768 shares; 2024Q4: 3,993 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,934 shares 3,934 $680K 0.02% +11 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,026 shares; 2025Q1: 4,376 shares; 2025Q2: 5,212 shares; 2025Q3: 2,749 shares 2,749 $679K 0.02% -2,463 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,113 shares; 2024Q4: 28,549 shares; 2025Q1: 28,070 shares; 2025Q2: 28,069 shares; 2025Q3: 25,496 shares 25,496 $678K 0.02% -2,573 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 18,801 shares; 2025Q1: 16,091 shares; 2025Q2: 13,644 shares; 2025Q3: 13,594 shares 13,594 $675K 0.02% -50 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,372 shares; 2025Q3: 18,630 shares 18,630 $671K 0.02% +11,258 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,852 shares; 2024Q4: 10,765 shares; 2025Q1: 11,939 shares; 2025Q2: 13,576 shares; 2025Q3: 15,232 shares 15,232 $670K 0.02% +1,656 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,852 shares; 2024Q4: 29,381 shares; 2025Q1: 33,550 shares; 2025Q2: 30,524 shares; 2025Q3: 33,711 shares 33,711 $668K 0.02% +3,187 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,768 shares 22,768 $665K 0.02% new 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: 39,702 shares; 2024Q4: 39,329 shares; 2025Q1: 39,232 shares; 2025Q2: 37,828 shares; 2025Q3: 34,562 shares 34,562 $661K 0.02% -3,266 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,744 shares; 2025Q1: 56,254 shares; 2025Q2: 52,181 shares; 2025Q3: 50,843 shares 50,843 $660K 0.02% -1,338 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 3,402 shares; 2025Q1: 3,963 shares; 2025Q2: 3,994 shares; 2025Q3: 3,852 shares 3,852 $658K 0.02% -142 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 14,153 shares; 2025Q1: 13,326 shares; 2025Q2: 13,037 shares; 2025Q3: 13,339 shares 13,339 $654K 0.02% +302 Timeline OMFL 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: 9,073 shares; 2024Q4: 8,874 shares; 2025Q1: 10,755 shares; 2025Q2: 10,505 shares; 2025Q3: 10,807 shares 10,807 $651K 0.02% +302 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,189 shares; 2025Q2: 34,069 shares; 2025Q3: 34,062 shares 34,062 $649K 0.02% -7 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,467 shares; 2024Q4: 20,624 shares; 2025Q1: 20,629 shares; 2025Q2: 15,905 shares; 2025Q3: 14,108 shares 14,108 $645K 0.02% -1,797 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: 15,555 shares; 2024Q4: 16,069 shares; 2025Q1: 14,060 shares; 2025Q2: 13,762 shares; 2025Q3: 6,491 shares 6,491 $643K 0.02% -7,271 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: 34,772 shares; 2024Q4: 29,727 shares; 2025Q1: 27,167 shares; 2025Q2: 22,007 shares; 2025Q3: 14,260 shares 14,260 $641K 0.02% -7,747 Timeline SVOL 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: 15,344 shares; 2024Q4: 26,146 shares; 2025Q1: 29,756 shares; 2025Q2: 33,858 shares; 2025Q3: 35,615 shares 35,615 $641K 0.02% +1,757 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: not reported; 2025Q1: not reported; 2025Q2: 21,776 shares; 2025Q3: 17,795 shares 17,795 $641K 0.02% -3,981 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,469 shares; 2024Q4: 15,573 shares; 2025Q1: 15,995 shares; 2025Q2: 14,862 shares; 2025Q3: 13,621 shares 13,621 $640K 0.02% -1,241 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: 40,677 shares; 2024Q4: 48,226 shares; 2025Q1: 27,125 shares; 2025Q2: 26,133 shares; 2025Q3: 16,316 shares 16,316 $639K 0.02% -9,817 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,331 shares; 2025Q1: 2,314 shares; 2025Q2: 2,280 shares; 2025Q3: 1,632 shares 1,632 $639K 0.02% -648 Timeline FNX 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: 6,004 shares; 2024Q4: 5,866 shares; 2025Q1: 2,574 shares; 2025Q2: 1,857 shares; 2025Q3: 5,084 shares 5,084 $638K 0.02% +3,227 Timeline PFF 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: 32,144 shares; 2024Q4: 30,801 shares; 2025Q1: 27,900 shares; 2025Q2: 25,195 shares; 2025Q3: 20,147 shares 20,147 $637K 0.02% -5,048 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,757 shares; 2025Q1: 8,571 shares; 2025Q2: 7,441 shares; 2025Q3: 3,602 shares 3,602 $637K 0.02% -3,839 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: 7,930 shares; 2024Q4: 7,762 shares; 2025Q1: 7,426 shares; 2025Q2: 7,373 shares; 2025Q3: 7,684 shares 7,684 $635K 0.02% +311 Timeline AOM 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: 20,717 shares; 2024Q4: 22,590 shares; 2025Q1: 20,124 shares; 2025Q2: 13,836 shares; 2025Q3: 13,325 shares 13,325 $634K 0.02% -511 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: 6,948 shares; 2024Q4: 4,737 shares; 2025Q1: 4,553 shares; 2025Q2: 4,671 shares; 2025Q3: 4,415 shares 4,415 $632K 0.02% -256 Timeline DAUG 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: 14,325 shares 14,325 $625K 0.02% new 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: 33,664 shares; 2024Q4: 26,558 shares; 2025Q1: 20,223 shares; 2025Q2: 14,846 shares; 2025Q3: 10,637 shares 10,637 $625K 0.02% -4,209 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: 42,723 shares; 2024Q4: 51,697 shares; 2025Q1: 68,729 shares; 2025Q2: 61,258 shares; 2025Q3: 27,231 shares 27,231 $624K 0.02% -34,027 Timeline FDNI 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: 16,040 shares 16,040 $622K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 11,499 shares; 2025Q1: 13,743 shares; 2025Q2: 13,824 shares; 2025Q3: 9,889 shares 9,889 $618K 0.02% -3,935 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 7,095 shares; 2025Q1: 7,228 shares; 2025Q2: 7,883 shares; 2025Q3: 7,336 shares 7,336 $617K 0.02% -547 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,379 shares; 2025Q1: 3,169 shares; 2025Q2: 4,195 shares; 2025Q3: 4,452 shares 4,452 $613K 0.02% +257 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: 2,934 shares; 2024Q4: 2,798 shares; 2025Q1: 2,772 shares; 2025Q2: 3,361 shares; 2025Q3: 3,100 shares 3,100 $613K 0.02% -261 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,293 shares 10,293 $611K 0.02% new 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: 61,266 shares; 2024Q4: 60,590 shares; 2025Q1: 47,545 shares; 2025Q2: 24,003 shares; 2025Q3: 14,073 shares 14,073 $609K 0.02% -9,930 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,482 shares; 2024Q4: 8,980 shares; 2025Q1: 8,567 shares; 2025Q2: 11,131 shares; 2025Q3: 12,057 shares 12,057 $609K 0.02% +926 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,744 shares; 2024Q4: 19,847 shares; 2025Q1: 16,294 shares; 2025Q2: 17,045 shares; 2025Q3: 12,785 shares 12,785 $608K 0.02% -4,260 Timeline FTXN 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: 40,084 shares; 2025Q1: not reported; 2025Q2: 20,426 shares; 2025Q3: 21,301 shares 21,301 $606K 0.02% +875 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 13,080 shares; 2025Q1: 13,861 shares; 2025Q2: 14,488 shares; 2025Q3: 14,522 shares 14,522 $606K 0.02% +34 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,739 shares; 2024Q4: 25,501 shares; 2025Q1: 25,501 shares; 2025Q2: 26,560 shares; 2025Q3: 28,335 shares 28,335 $606K 0.02% +1,775 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,610 shares; 2025Q1: 16,674 shares; 2025Q2: 16,974 shares; 2025Q3: 12,357 shares 12,357 $606K 0.02% -4,617 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,671 shares; 2025Q1: 2,132 shares; 2025Q2: 2,071 shares; 2025Q3: 1,981 shares 1,981 $605K 0.02% -90 Timeline IUS 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: 4,079 shares; 2024Q4: 4,317 shares; 2025Q1: 11,256 shares; 2025Q2: 10,900 shares; 2025Q3: 10,930 shares 10,930 $603K 0.02% +30 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,905 shares; 2024Q4: 33,273 shares; 2025Q1: 24,190 shares; 2025Q2: 15,291 shares; 2025Q3: 14,330 shares 14,330 $602K 0.02% -961 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,796 shares; 2024Q4: 84,362 shares; 2025Q1: 82,081 shares; 2025Q2: 68,896 shares; 2025Q3: 67,431 shares 67,431 $600K 0.02% -1,465 Timeline KMTS KESTRA MED TECHNOLOGIES LTD More: the full row for KESTRA MED TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,250 shares; 2025Q3: 25,250 shares 25,250 $600K 0.02% +10,000 Timeline FLQM 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: 7,800 shares; 2024Q4: 27,468 shares; 2025Q1: 22,824 shares; 2025Q2: 12,732 shares; 2025Q3: 10,616 shares 10,616 $599K 0.02% -2,116 Timeline FCG 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: 23,227 shares; 2025Q3: 25,344 shares 25,344 $595K 0.02% +2,117 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 17,060 shares 17,060 $593K 0.02% -2,940 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: 12,363 shares; 2024Q4: 11,038 shares; 2025Q1: 10,876 shares; 2025Q2: 8,371 shares; 2025Q3: 7,173 shares 7,173 $593K 0.02% -1,198 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,779 shares; 2025Q1: 2,419 shares; 2025Q2: 2,072 shares; 2025Q3: 2,047 shares 2,047 $589K 0.02% -25 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,140 shares; 2024Q4: 18,725 shares; 2025Q1: 18,650 shares; 2025Q2: 19,250 shares; 2025Q3: 19,150 shares 19,150 $588K 0.02% -100 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: 9,699 shares; 2024Q4: 10,304 shares; 2025Q1: 11,213 shares; 2025Q2: 11,223 shares; 2025Q3: 10,397 shares 10,397 $588K 0.02% -826 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,812 shares; 2025Q1: 9,540 shares; 2025Q2: 10,729 shares; 2025Q3: 11,827 shares 11,827 $584K 0.02% +1,098 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,931 shares; 2025Q2: 24,004 shares; 2025Q3: 27,101 shares 27,101 $584K 0.02% +3,097 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,855 shares 11,855 $582K 0.02% new 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: not reported; 2024Q4: 6,000 shares; 2025Q1: 7,148 shares; 2025Q2: 7,816 shares; 2025Q3: 3,762 shares 3,762 $581K 0.02% -4,054 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: 16,697 shares; 2024Q4: 15,528 shares; 2025Q1: 14,792 shares; 2025Q2: 12,863 shares; 2025Q3: 12,666 shares 12,666 $581K 0.02% -197 Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,031 shares; 2024Q4: 16,031 shares; 2025Q1: 16,031 shares; 2025Q2: 16,031 shares; 2025Q3: 16,031 shares 16,031 $578K 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,215 shares; 2024Q4: 18,126 shares; 2025Q1: 17,761 shares; 2025Q2: 18,013 shares; 2025Q3: 17,697 shares 17,697 $577K 0.02% -316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,851 shares 7,851 $576K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,810 shares; 2024Q4: 38,021 shares; 2025Q1: 30,102 shares; 2025Q2: 20,927 shares; 2025Q3: 18,321 shares 18,321 $576K 0.02% -2,606 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,495 shares; 2025Q1: 1,461 shares; 2025Q2: 1,296 shares; 2025Q3: 1,210 shares 1,210 $575K 0.02% -86 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,308 shares; 2025Q1: 2,101 shares; 2025Q2: 2,062 shares; 2025Q3: 1,776 shares 1,776 $575K 0.02% -286 Timeline JPEM 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: 6,902 shares; 2024Q4: 9,793 shares; 2025Q1: 9,807 shares; 2025Q2: 9,669 shares; 2025Q3: 9,727 shares 9,727 $574K 0.02% +58 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,044 shares; 2025Q1: 1,833 shares; 2025Q2: 1,879 shares; 2025Q3: 1,657 shares 1,657 $574K 0.02% -222 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,007 shares; 2025Q1: 2,296 shares; 2025Q2: 2,320 shares; 2025Q3: 2,330 shares 2,330 $572K 0.02% +10 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,927 shares 18,927 $571K 0.02% new 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: 39,877 shares; 2024Q4: 38,154 shares; 2025Q1: 19,706 shares; 2025Q2: 19,613 shares; 2025Q3: 19,726 shares 19,726 $570K 0.02% +113 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 15,672 shares; 2025Q1: 6,405 shares; 2025Q2: 7,682 shares; 2025Q3: 7,666 shares 7,666 $570K 0.02% -16 Timeline FNY 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: 6,402 shares; 2024Q4: 6,236 shares; 2025Q1: 9,669 shares; 2025Q2: 9,279 shares; 2025Q3: 6,213 shares 6,213 $569K 0.02% -3,066 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: 13,867 shares; 2024Q4: 14,050 shares; 2025Q1: 13,369 shares; 2025Q2: 13,710 shares; 2025Q3: 12,019 shares 12,019 $568K 0.02% -1,691 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,949 shares; 2025Q1: 1,925 shares; 2025Q2: 1,796 shares; 2025Q3: 1,817 shares 1,817 $568K 0.02% +21 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: not reported; 2025Q1: 6,215 shares; 2025Q2: 6,587 shares; 2025Q3: 7,633 shares 7,633 $567K 0.02% +1,046 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,248 shares 7,248 $567K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 2,019 shares; 2025Q1: 2,051 shares; 2025Q2: 1,690 shares; 2025Q3: 1,340 shares 1,340 $566K 0.02% -350 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 6,052 shares; 2025Q1: 5,986 shares; 2025Q2: 7,057 shares; 2025Q3: 7,476 shares 7,476 $561K 0.02% +419 Timeline SPEM 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: 10,336 shares; 2024Q4: 7,873 shares; 2025Q1: 8,499 shares; 2025Q2: 10,511 shares; 2025Q3: 11,945 shares 11,945 $559K 0.02% +1,434 Timeline SCHR 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: 12,024 shares; 2024Q4: 24,458 shares; 2025Q1: 24,284 shares; 2025Q2: 24,136 shares; 2025Q3: 22,204 shares 22,204 $558K 0.02% -1,932 Timeline RSDE 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: 28,646 shares; 2025Q2: 26,943 shares; 2025Q3: 25,705 shares 25,705 $554K 0.02% -1,238 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: not reported; 2024Q4: not reported; 2025Q1: 3,138 shares; 2025Q2: 5,211 shares; 2025Q3: 2,591 shares 2,591 $554K 0.02% -2,620 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,550 shares 11,550 $553K 0.02% new 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: 4,387 shares; 2024Q4: not reported; 2025Q1: 4,364 shares; 2025Q2: 7,157 shares; 2025Q3: 8,108 shares 8,108 $552K 0.02% +951 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,289 shares; 2024Q4: 46,929 shares; 2025Q1: 52,197 shares; 2025Q2: 42,198 shares; 2025Q3: 38,161 shares 38,161 $551K 0.02% -4,037 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,556 shares; 2025Q1: 20,163 shares; 2025Q2: 19,924 shares; 2025Q3: 20,145 shares 20,145 $547K 0.02% +221 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,243 shares 5,243 $546K 0.02% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,742 shares; 2025Q1: 6,233 shares; 2025Q2: 6,606 shares; 2025Q3: 7,277 shares 7,277 $544K 0.02% +671 Timeline QTEC 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: 3,097 shares; 2024Q4: 3,361 shares; 2025Q1: 3,409 shares; 2025Q2: 2,617 shares; 2025Q3: 2,363 shares 2,363 $543K 0.02% -254 Timeline DFAC 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: 16,952 shares; 2024Q4: 16,982 shares; 2025Q1: 10,769 shares; 2025Q2: 14,007 shares; 2025Q3: 14,045 shares 14,045 $542K 0.02% +38 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,676 shares; 2025Q1: 14,603 shares; 2025Q2: 18,963 shares; 2025Q3: 19,760 shares 19,760 $539K 0.02% +797 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,675 shares; 2024Q4: 17,494 shares; 2025Q1: 16,097 shares; 2025Q2: 15,898 shares; 2025Q3: 15,903 shares 15,903 $538K 0.02% +5 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,918 shares; 2025Q1: 7,629 shares; 2025Q2: 8,279 shares; 2025Q3: 8,165 shares 8,165 $538K 0.02% -114 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,020 shares; 2025Q1: 2,194 shares; 2025Q2: 1,895 shares; 2025Q3: 1,662 shares 1,662 $537K 0.02% -233 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 7,813 shares; 2025Q1: 8,805 shares; 2025Q2: 13,680 shares; 2025Q3: 15,130 shares 15,130 $536K 0.02% +1,450 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,155 shares; 2024Q4: 12,412 shares; 2025Q1: 11,388 shares; 2025Q2: 10,565 shares; 2025Q3: 10,089 shares 10,089 $535K 0.02% -476 Timeline IAT 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: 20,293 shares; 2024Q4: 18,605 shares; 2025Q1: 17,772 shares; 2025Q2: 13,616 shares; 2025Q3: 10,165 shares 10,165 $534K 0.02% -3,451 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,483 shares 4,483 $534K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,052 shares; 2025Q1: 6,337 shares; 2025Q2: 7,916 shares; 2025Q3: 5,925 shares 5,925 $531K 0.02% -1,991 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,598 shares; 2025Q1: 4,440 shares; 2025Q2: 4,197 shares; 2025Q3: 4,070 shares 4,070 $529K 0.02% -127 Timeline FTQI 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: 11,837 shares; 2025Q2: not reported; 2025Q3: 25,460 shares 25,460 $524K 0.01% new 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: 25,190 shares; 2024Q4: 25,027 shares; 2025Q1: 24,542 shares; 2025Q2: 6,759 shares; 2025Q3: 6,502 shares 6,502 $524K 0.01% -257 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: 2,968 shares; 2024Q4: 3,576 shares; 2025Q1: 3,979 shares; 2025Q2: 3,944 shares; 2025Q3: 3,778 shares 3,778 $524K 0.01% -166 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,745 shares; 2024Q4: 12,471 shares; 2025Q1: 11,975 shares; 2025Q2: 12,757 shares; 2025Q3: 12,438 shares 12,438 $523K 0.01% -319 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,279 shares; 2025Q1: 2,388 shares; 2025Q2: 2,485 shares; 2025Q3: 2,346 shares 2,346 $521K 0.01% -139 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 11,877 shares; 2025Q1: 15,984 shares; 2025Q2: not reported; 2025Q3: 21,898 shares 21,898 $519K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,895 shares; 2025Q1: 7,158 shares; 2025Q2: 6,235 shares; 2025Q3: 6,176 shares 6,176 $518K 0.01% -59 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 7,363 shares; 2025Q1: 4,706 shares; 2025Q2: 3,024 shares; 2025Q3: 2,685 shares 2,685 $516K 0.01% -339 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,858 shares; 2024Q4: 10,703 shares; 2025Q1: 10,401 shares; 2025Q2: 10,079 shares; 2025Q3: 10,667 shares 10,667 $515K 0.01% +588 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 13,374 shares; 2025Q1: 13,162 shares; 2025Q2: 13,222 shares; 2025Q3: 12,013 shares 12,013 $514K 0.01% -1,209 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,508 shares 1,508 $512K 0.01% +8 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,403 shares; 2025Q3: 10,737 shares 10,737 $512K 0.01% +5,334 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: 5,718 shares; 2024Q4: 7,371 shares; 2025Q1: 7,369 shares; 2025Q2: 7,135 shares; 2025Q3: 5,474 shares 5,474 $511K 0.01% -1,661 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,976 shares; 2025Q2: 7,790 shares; 2025Q3: 8,295 shares 8,295 $510K 0.01% +505 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares 4,564 $509K 0.01% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,392 shares; 2025Q1: not reported; 2025Q2: 9,840 shares; 2025Q3: 9,928 shares 9,928 $509K 0.01% +88 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: 15,832 shares; 2024Q4: 14,985 shares; 2025Q1: 9,669 shares; 2025Q2: 9,769 shares; 2025Q3: 9,605 shares 9,605 $507K 0.01% -164 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,326 shares; 2025Q1: 2,254 shares; 2025Q2: 2,529 shares; 2025Q3: 2,511 shares 2,511 $506K 0.01% -18 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,428 shares; 2025Q1: 1,616 shares; 2025Q2: 1,615 shares; 2025Q3: 1,038 shares 1,038 $505K 0.01% -577 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: 11,949 shares; 2024Q4: 11,925 shares; 2025Q1: 10,351 shares; 2025Q2: 10,496 shares; 2025Q3: 9,904 shares 9,904 $504K 0.01% -592 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,150 shares; 2025Q1: 6,649 shares; 2025Q2: 3,889 shares; 2025Q3: 4,180 shares 4,180 $504K 0.01% +291 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,093 shares; 2024Q4: 7,657 shares; 2025Q1: 7,536 shares; 2025Q2: 6,623 shares; 2025Q3: 6,113 shares 6,113 $503K 0.01% -510 Timeline XSHQ 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: 11,625 shares 11,625 $500K 0.01% new Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,253 shares; 2024Q4: 12,242 shares; 2025Q1: 12,479 shares; 2025Q2: 12,163 shares; 2025Q3: 10,422 shares 10,422 $500K 0.01% -1,741 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: 4,338 shares; 2024Q4: 4,229 shares; 2025Q1: 4,371 shares; 2025Q2: 4,342 shares; 2025Q3: 4,164 shares 4,164 $499K 0.01% -178 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,247 shares; 2025Q1: 11,584 shares; 2025Q2: 9,525 shares; 2025Q3: 9,673 shares 9,673 $499K 0.01% +148 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,526 shares; 2025Q1: 2,501 shares; 2025Q2: 2,504 shares; 2025Q3: 2,022 shares 2,022 $499K 0.01% -482 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,862 shares; 2025Q1: 5,470 shares; 2025Q2: 4,601 shares; 2025Q3: 4,569 shares 4,569 $498K 0.01% -32 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,151 shares 2,151 $494K 0.01% -368 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,024 shares; 2025Q2: 9,325 shares; 2025Q3: 6,422 shares 6,422 $492K 0.01% -2,903 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,541 shares; 2024Q4: 8,020 shares; 2025Q1: 12,133 shares; 2025Q2: 11,341 shares; 2025Q3: 14,289 shares 14,289 $488K 0.01% +2,948 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,320 shares 9,320 $487K 0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,124 shares; 2024Q4: 24,654 shares; 2025Q1: 24,574 shares; 2025Q2: 23,730 shares; 2025Q3: 24,090 shares 24,090 $487K 0.01% +360 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,269 shares; 2025Q1: 11,092 shares; 2025Q2: 10,199 shares; 2025Q3: 10,233 shares 10,233 $486K 0.01% +34 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,603 shares; 2024Q4: 47,544 shares; 2025Q1: 45,063 shares; 2025Q2: 47,367 shares; 2025Q3: 4,246 shares 4,246 $486K 0.01% -43,121 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 12,178 shares; 2025Q1: 11,971 shares; 2025Q2: 11,068 shares; 2025Q3: 11,080 shares 11,080 $486K 0.01% +12 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 588 shares 588 $486K 0.01% +78 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,557 shares; 2025Q1: 2,555 shares; 2025Q2: 2,761 shares; 2025Q3: 3,640 shares 3,640 $485K 0.01% +879 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,707 shares; 2025Q2: 6,096 shares; 2025Q3: 6,426 shares 6,426 $484K 0.01% +330 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 8,093 shares 8,093 $484K 0.01% +16 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,097 shares; 2025Q1: 11,370 shares; 2025Q2: 10,622 shares; 2025Q3: 10,542 shares 10,542 $482K 0.01% -80 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,931 shares; 2024Q4: 17,690 shares; 2025Q1: 15,594 shares; 2025Q2: 13,884 shares; 2025Q3: 13,597 shares 13,597 $480K 0.01% -287 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,367 shares; 2025Q1: 3,225 shares; 2025Q2: 3,325 shares; 2025Q3: 3,277 shares 3,277 $479K 0.01% -48 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: 2,009 shares; 2024Q4: 2,471 shares; 2025Q1: 2,256 shares; 2025Q2: 1,586 shares; 2025Q3: 2,536 shares 2,536 $479K 0.01% +950 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: 30,802 shares; 2024Q4: 27,308 shares; 2025Q1: 27,634 shares; 2025Q2: 24,457 shares; 2025Q3: 24,513 shares 24,513 $477K 0.01% +56 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,839 shares; 2024Q4: 14,503 shares; 2025Q1: 11,965 shares; 2025Q2: 10,372 shares; 2025Q3: 10,372 shares 10,372 $475K 0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 1,115 shares 1,115 $474K 0.01% +227 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 5,956 shares; 2025Q1: 6,795 shares; 2025Q2: 6,735 shares; 2025Q3: 5,927 shares 5,927 $474K 0.01% -808 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,322 shares; 2024Q4: 16,599 shares; 2025Q1: 16,720 shares; 2025Q2: 16,255 shares; 2025Q3: 14,068 shares 14,068 $474K 0.01% -2,187 Timeline FMF 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: 6,932 shares; 2025Q2: 8,417 shares; 2025Q3: 9,666 shares 9,666 $471K 0.01% +1,249 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 15,736 shares; 2025Q1: 19,373 shares; 2025Q2: 19,002 shares; 2025Q3: 16,951 shares 16,951 $470K 0.01% -2,051 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,343 shares; 2024Q4: 78,211 shares; 2025Q1: 71,540 shares; 2025Q2: 66,304 shares; 2025Q3: 23,352 shares 23,352 $469K 0.01% -42,952 Timeline FENY 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: 29,332 shares; 2024Q4: 25,445 shares; 2025Q1: 19,644 shares; 2025Q2: 19,086 shares; 2025Q3: 18,983 shares 18,983 $469K 0.01% -103 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: 13,966 shares; 2024Q4: 14,147 shares; 2025Q1: 11,982 shares; 2025Q2: 11,822 shares; 2025Q3: 11,389 shares 11,389 $468K 0.01% -433 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,919 shares; 2025Q3: 21,198 shares 21,198 $468K 0.01% -721 Timeline SNOV 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: 19,568 shares; 2025Q1: 19,338 shares; 2025Q2: 18,965 shares; 2025Q3: 18,914 shares 18,914 $468K 0.01% -51 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,848 shares; 2025Q1: 11,852 shares; 2025Q2: 11,857 shares; 2025Q3: 11,861 shares 11,861 $467K 0.01% +4 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,531 shares 2,531 $466K 0.01% +41 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: not reported; 2025Q3: 2,608 shares 2,608 $466K 0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,033 shares; 2024Q4: 32,944 shares; 2025Q1: 38,694 shares; 2025Q2: 52,627 shares; 2025Q3: 56,838 shares 56,838 $465K 0.01% +4,211 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: 2,596 shares; 2024Q4: 2,937 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 2,932 shares 2,932 $464K 0.01% -128 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,686 shares; 2024Q4: 39,641 shares; 2025Q1: 38,759 shares; 2025Q2: 36,696 shares; 2025Q3: 28,460 shares 28,460 $462K 0.01% -8,236 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,249 shares; 2025Q1: 7,083 shares; 2025Q2: 8,396 shares; 2025Q3: 8,389 shares 8,389 $460K 0.01% -7 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,194 shares; 2024Q4: 3,331 shares; 2025Q1: 2,932 shares; 2025Q2: 3,511 shares; 2025Q3: 3,789 shares 3,789 $460K 0.01% +278 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 7,319 shares; 2025Q1: 12,412 shares; 2025Q2: 10,710 shares; 2025Q3: 10,414 shares 10,414 $457K 0.01% -296 Timeline OPRX OPTIMIZERX CORP More: the full row for OPTIMIZERX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,298 shares 22,298 $457K 0.01% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,884 shares; 2025Q3: 6,488 shares 6,488 $456K 0.01% +604 Timeline IBIC 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: 25,201 shares; 2025Q2: 17,820 shares; 2025Q3: 17,562 shares 17,562 $455K 0.01% -258 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,527 shares; 2025Q1: 11,359 shares; 2025Q2: 11,917 shares; 2025Q3: 11,507 shares 11,507 $454K 0.01% -410 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: 17,930 shares; 2024Q4: 33,682 shares; 2025Q1: 17,732 shares; 2025Q2: 17,173 shares; 2025Q3: 16,766 shares 16,766 $452K 0.01% -407 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 13,011 shares; 2025Q1: 13,183 shares; 2025Q2: 12,685 shares; 2025Q3: 10,503 shares 10,503 $451K 0.01% -2,182 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,288 shares; 2024Q4: 41,625 shares; 2025Q1: 24,198 shares; 2025Q2: 19,182 shares; 2025Q3: 19,439 shares 19,439 $451K 0.01% +257 PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 18,035 shares; 2025Q1: 16,535 shares; 2025Q2: 10,612 shares; 2025Q3: 10,432 shares 10,432 $448K 0.01% -180 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,434 shares 4,434 $447K 0.01% new Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,102 shares; 2024Q4: 7,552 shares; 2025Q1: 7,552 shares; 2025Q2: 7,152 shares; 2025Q3: 7,157 shares 7,157 $441K 0.01% +5 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 5,536 shares; 2025Q1: 6,413 shares; 2025Q2: 7,332 shares; 2025Q3: 7,306 shares 7,306 $437K 0.01% -26 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: 1,311 shares; 2024Q4: 1,190 shares; 2025Q1: 1,300 shares; 2025Q2: 1,218 shares; 2025Q3: 1,151 shares 1,151 $434K 0.01% -67 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,328 shares; 2024Q4: 87,368 shares; 2025Q1: 84,925 shares; 2025Q2: 83,917 shares; 2025Q3: 84,105 shares 84,105 $434K 0.01% +188 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: 8,144 shares; 2024Q4: 8,152 shares; 2025Q1: 9,035 shares; 2025Q2: 9,084 shares; 2025Q3: 9,848 shares 9,848 $433K 0.01% +764 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 17,115 shares; 2025Q1: 16,867 shares; 2025Q2: 16,458 shares; 2025Q3: 16,990 shares 16,990 $433K 0.01% +532 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,523 shares; 2024Q4: 52,741 shares; 2025Q1: 51,244 shares; 2025Q2: 20,185 shares; 2025Q3: 10,836 shares 10,836 $433K 0.01% -9,349 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,736 shares; 2024Q4: 14,178 shares; 2025Q1: 8,003 shares; 2025Q2: 7,205 shares; 2025Q3: 6,417 shares 6,417 $430K 0.01% -788 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 10,540 shares; 2025Q1: 9,219 shares; 2025Q2: 24,231 shares; 2025Q3: 22,246 shares 22,246 $429K 0.01% -1,985 Timeline EPI 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: 9,041 shares; 2024Q4: 9,359 shares; 2025Q1: 9,037 shares; 2025Q2: 9,315 shares; 2025Q3: 9,676 shares 9,676 $428K 0.01% +361 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,422 shares; 2024Q4: 22,482 shares; 2025Q1: 24,009 shares; 2025Q2: 18,861 shares; 2025Q3: 22,990 shares 22,990 $427K 0.01% +4,129 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 6,096 shares; 2025Q1: 5,274 shares; 2025Q2: 5,612 shares; 2025Q3: 4,581 shares 4,581 $427K 0.01% -1,031 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,515 shares; 2025Q2: 12,134 shares; 2025Q3: 12,950 shares 12,950 $427K 0.01% +816 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 24,446 shares; 2025Q1: 9,963 shares; 2025Q2: 8,493 shares; 2025Q3: 7,490 shares 7,490 $426K 0.01% -1,003 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,383 shares; 2025Q1: 2,062 shares; 2025Q2: 2,228 shares; 2025Q3: 2,562 shares 2,562 $426K 0.01% +334 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,477 shares; 2024Q4: 4,324 shares; 2025Q1: 4,377 shares; 2025Q2: 5,758 shares; 2025Q3: 7,934 shares 7,934 $425K 0.01% +2,176 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,025 shares 5,025 $425K 0.01% new 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: 5,619 shares; 2024Q4: 8,881 shares; 2025Q1: 9,379 shares; 2025Q2: 9,388 shares; 2025Q3: 9,497 shares 9,497 $424K 0.01% +109 Timeline FFLC 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: 11,818 shares; 2024Q4: 12,715 shares; 2025Q1: 8,501 shares; 2025Q2: 8,306 shares; 2025Q3: 8,149 shares 8,149 $424K 0.01% -157 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 479 shares; 2025Q2: 905 shares; 2025Q3: 927 shares 927 $424K 0.01% +22 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,668 shares; 2024Q4: 29,463 shares; 2025Q1: 25,818 shares; 2025Q2: 19,235 shares; 2025Q3: 16,837 shares 16,837 $423K 0.01% -2,398 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,725 shares; 2025Q1: 4,925 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares 6,625 $420K 0.01% 0 Timeline SMAY 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: 14,240 shares; 2024Q4: 15,025 shares; 2025Q1: 14,594 shares; 2025Q2: 16,604 shares; 2025Q3: 16,395 shares 16,395 $415K 0.01% -209 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: 9,245 shares; 2024Q4: 9,568 shares; 2025Q1: 9,269 shares; 2025Q2: 5,838 shares; 2025Q3: 6,056 shares 6,056 $415K 0.01% +218 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,396 shares; 2025Q1: 7,396 shares; 2025Q2: 7,764 shares; 2025Q3: 7,396 shares 7,396 $414K 0.01% -368 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,785 shares; 2025Q2: 2,226 shares; 2025Q3: 1,849 shares 1,849 $412K 0.01% -377 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,375 shares; 2024Q4: 17,139 shares; 2025Q1: 16,891 shares; 2025Q2: 16,483 shares; 2025Q3: 16,411 shares 16,411 $411K 0.01% -72 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,249 shares; 2024Q4: 8,280 shares; 2025Q1: 9,054 shares; 2025Q2: 9,006 shares; 2025Q3: 9,024 shares 9,024 $410K 0.01% +18 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,100 shares 14,100 $408K 0.01% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,914 shares; 2024Q4: 12,929 shares; 2025Q1: 13,109 shares; 2025Q2: 13,109 shares; 2025Q3: 13,109 shares 13,109 $408K 0.01% 0 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: 3,298 shares; 2024Q4: 3,152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,466 shares 3,466 $405K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,178 shares; 2025Q1: 4,658 shares; 2025Q2: 4,727 shares; 2025Q3: 4,615 shares 4,615 $404K 0.01% -112 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,943 shares; 2025Q3: 2,948 shares 2,948 $403K 0.01% -4,995 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 8,414 shares; 2025Q1: 5,388 shares; 2025Q2: 4,204 shares; 2025Q3: 4,233 shares 4,233 $403K 0.01% +29 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,970 shares; 2024Q4: 13,303 shares; 2025Q1: 16,709 shares; 2025Q2: 9,610 shares; 2025Q3: 8,214 shares 8,214 $403K 0.01% -1,396 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,052 shares; 2025Q1: 16,799 shares; 2025Q2: 2,080 shares; 2025Q3: 1,746 shares 1,746 $402K 0.01% -334 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,231 shares; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 2,297 shares 2,297 $401K 0.01% +847 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,568 shares; 2024Q4: 43,232 shares; 2025Q1: 41,619 shares; 2025Q2: 33,331 shares; 2025Q3: 29,528 shares 29,528 $400K 0.01% -3,803 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,473 shares; 2024Q4: 17,079 shares; 2025Q1: 17,006 shares; 2025Q2: 4,274 shares; 2025Q3: 4,465 shares 4,465 $400K 0.01% +191 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,592 shares; 2025Q1: 12,494 shares; 2025Q2: 11,756 shares; 2025Q3: 11,604 shares 11,604 $400K 0.01% -152 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 8,593 shares; 2025Q1: 6,918 shares; 2025Q2: 6,979 shares; 2025Q3: 7,507 shares 7,507 $398K 0.01% +528 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 8,059 shares; 2025Q1: 7,974 shares; 2025Q2: 7,973 shares; 2025Q3: 6,923 shares 6,923 $396K 0.01% -1,050 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,647 shares; 2025Q1: 7,598 shares; 2025Q2: 8,217 shares; 2025Q3: 7,621 shares 7,621 $393K 0.01% -596 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,240 shares 7,240 $392K 0.01% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,084 shares; 2025Q2: 39,540 shares; 2025Q3: 11,238 shares 11,238 $392K 0.01% -28,302 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,530 shares; 2025Q3: 4,917 shares 4,917 $392K 0.01% +387 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: 8,161 shares; 2024Q4: 7,033 shares; 2025Q1: 6,796 shares; 2025Q2: 6,625 shares; 2025Q3: 5,793 shares 5,793 $391K 0.01% -832 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,250 shares; 2025Q1: not reported; 2025Q2: 5,315 shares; 2025Q3: 6,475 shares 6,475 $391K 0.01% +1,160 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,769 shares 15,769 $390K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,790 shares; 2024Q4: 63,560 shares; 2025Q1: 63,985 shares; 2025Q2: 59,915 shares; 2025Q3: 13,135 shares 13,135 $389K 0.01% -46,780 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,926 shares; 2025Q1: 2,022 shares; 2025Q2: 1,982 shares; 2025Q3: 1,987 shares 1,987 $388K 0.01% +5 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,763 shares; 2024Q4: 77,633 shares; 2025Q1: 24,623 shares; 2025Q2: 14,905 shares; 2025Q3: 14,905 shares 14,905 $388K 0.01% 0 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: 443 shares; 2024Q4: 521 shares; 2025Q1: 623 shares; 2025Q2: 481 shares; 2025Q3: 166 shares 166 $388K 0.01% -315 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: 1,159 shares; 2024Q4: 826 shares; 2025Q1: 828 shares; 2025Q2: 705 shares; 2025Q3: 708 shares 708 $387K 0.01% +3 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: 14,197 shares; 2024Q4: 13,559 shares; 2025Q1: 11,609 shares; 2025Q2: 14,011 shares; 2025Q3: 18,186 shares 18,186 $387K 0.01% +4,175 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2025Q2: 18,950 shares; 2025Q3: 18,005 shares 18,005 $384K 0.01% -945 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,516 shares; 2024Q4: 86,249 shares; 2025Q1: 112,996 shares; 2025Q2: 111,411 shares; 2025Q3: 34,174 shares 34,174 $384K 0.01% -77,237 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,883 shares; 2025Q1: 1,893 shares; 2025Q2: 1,884 shares; 2025Q3: 2,785 shares 2,785 $384K 0.01% +901 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,097 shares; 2025Q1: 5,077 shares; 2025Q2: 5,072 shares; 2025Q3: 2,823 shares 2,823 $383K 0.01% -2,249 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 11,120 shares; 2025Q1: 11,120 shares; 2025Q2: 11,122 shares; 2025Q3: 11,149 shares 11,149 $383K 0.01% +27 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,248 shares; 2024Q4: 29,593 shares; 2025Q1: 30,946 shares; 2025Q2: 26,260 shares; 2025Q3: 25,410 shares 25,410 $382K 0.01% -850 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,434 shares; 2025Q1: 4,746 shares; 2025Q2: 4,711 shares; 2025Q3: 5,934 shares 5,934 $381K 0.01% +1,223 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,766 shares; 2024Q4: 8,373 shares; 2025Q1: 7,056 shares; 2025Q2: 7,033 shares; 2025Q3: 6,498 shares 6,498 $381K 0.01% -535 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 586 shares 586 $381K 0.01% +25 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: 4,553 shares; 2024Q4: 5,562 shares; 2025Q1: 5,871 shares; 2025Q2: 5,979 shares; 2025Q3: 5,681 shares 5,681 $380K 0.01% -298 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: 1,544 shares; 2024Q4: 1,666 shares; 2025Q1: 1,851 shares; 2025Q2: 2,224 shares; 2025Q3: 2,143 shares 2,143 $380K 0.01% -81 Timeline SAUG 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: 14,975 shares; 2024Q4: 15,813 shares; 2025Q1: 15,586 shares; 2025Q2: 15,207 shares; 2025Q3: 15,156 shares 15,156 $380K 0.01% -51 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,471 shares; 2024Q4: 17,358 shares; 2025Q1: 17,103 shares; 2025Q2: 16,687 shares; 2025Q3: 16,629 shares 16,629 $379K 0.01% -58 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,899 shares; 2025Q1: 4,001 shares; 2025Q2: 4,346 shares; 2025Q3: 4,131 shares 4,131 $378K 0.01% -215 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,661 shares; 2025Q1: 5,580 shares; 2025Q2: 6,641 shares; 2025Q3: 7,220 shares 7,220 $378K 0.01% +579 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: 2,092 shares; 2024Q4: 2,137 shares; 2025Q1: 2,167 shares; 2025Q2: 2,234 shares; 2025Q3: 2,264 shares 2,264 $378K 0.01% +30 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,790 shares 5,790 $376K 0.01% new Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,748 shares; 2025Q2: 14,208 shares; 2025Q3: 14,315 shares 14,315 $375K 0.01% +107 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 7,690 shares; 2025Q1: 7,623 shares; 2025Q2: 6,688 shares; 2025Q3: 7,494 shares 7,494 $374K 0.01% +806 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 58,795 shares; 2025Q1: 60,334 shares; 2025Q2: 38,755 shares; 2025Q3: 34,611 shares 34,611 $373K 0.01% -4,144 Timeline LIVE LIVE VENTURES INC More: the full row for LIVE VENTURES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 19,739 shares; 2025Q1: 20,096 shares; 2025Q2: 19,828 shares; 2025Q3: 20,325 shares 20,325 $373K 0.01% +497 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: 7,158 shares; 2024Q4: 6,871 shares; 2025Q1: 7,433 shares; 2025Q2: 7,551 shares; 2025Q3: 7,136 shares 7,136 $373K 0.01% -415 Timeline YMAR 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: 14,679 shares; 2024Q4: 16,291 shares; 2025Q1: 16,042 shares; 2025Q2: 15,653 shares; 2025Q3: 14,200 shares 14,200 $373K 0.01% -1,453 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 17,173 shares; 2025Q1: 16,439 shares; 2025Q2: 16,442 shares; 2025Q3: 15,048 shares 15,048 $372K 0.01% -1,394 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: 614 shares; 2024Q4: 646 shares; 2025Q1: 604 shares; 2025Q2: 551 shares; 2025Q3: 654 shares 654 $371K 0.01% +103 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: 2,615 shares; 2024Q4: 2,712 shares; 2025Q1: 2,790 shares; 2025Q2: 3,307 shares; 2025Q3: 3,349 shares 3,349 $371K 0.01% +42 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,847 shares; 2025Q3: 11,253 shares 11,253 $370K 0.01% +1,406 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 5,219 shares; 2025Q1: 5,654 shares; 2025Q2: 6,059 shares; 2025Q3: 6,596 shares 6,596 $369K 0.01% +537 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,943 shares; 2025Q3: 9,859 shares 9,859 $368K 0.01% +3,916 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,899 shares 15,899 $368K 0.01% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,282 shares; 2024Q4: 17,101 shares; 2025Q1: 10,695 shares; 2025Q2: 10,590 shares; 2025Q3: 10,696 shares 10,696 $367K 0.01% +106 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,796 shares; 2024Q4: 8,796 shares; 2025Q1: 9,061 shares; 2025Q2: 7,746 shares; 2025Q3: 7,765 shares 7,765 $367K 0.01% +19 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 2,758 shares 2,758 $365K 0.01% +934 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: 9,232 shares; 2024Q4: 6,604 shares; 2025Q1: 6,861 shares; 2025Q2: 8,497 shares; 2025Q3: 8,199 shares 8,199 $365K 0.01% -298 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,021 shares; 2025Q1: 9,256 shares; 2025Q2: 7,136 shares; 2025Q3: 7,261 shares 7,261 $365K 0.01% +125 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,646 shares; 2025Q3: 3,791 shares 3,791 $362K 0.01% +1,145 Timeline HSCZ 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: not reported; 2025Q3: 9,563 shares 9,563 $360K 0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,436 shares; 2024Q4: 22,116 shares; 2025Q1: 84,545 shares; 2025Q2: 33,453 shares; 2025Q3: 28,123 shares 28,123 $359K 0.01% -5,330 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 66 shares; 2025Q1: 83 shares; 2025Q2: 74 shares; 2025Q3: 83 shares 83 $356K 0.01% +9 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,423 shares; 2025Q1: 6,139 shares; 2025Q2: 5,799 shares; 2025Q3: 3,956 shares 3,956 $356K 0.01% -1,843 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,911 shares 26,911 $354K 0.01% new Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,900 shares 12,900 $354K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,112 shares; 2025Q1: 4,529 shares; 2025Q2: 4,600 shares; 2025Q3: 4,603 shares 4,603 $353K 0.01% +3 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 2,904 shares; 2025Q1: 3,134 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares 3,203 $352K 0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 18,254 shares; 2025Q1: 12,893 shares; 2025Q2: 13,843 shares; 2025Q3: 11,800 shares 11,800 $352K 0.01% -2,043 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,932 shares; 2025Q3: 5,640 shares 5,640 $351K 0.01% +708 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,046 shares; 2025Q1: 3,719 shares; 2025Q2: 3,668 shares; 2025Q3: 3,685 shares 3,685 $351K 0.01% +17 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 9,311 shares; 2025Q1: not reported; 2025Q2: 8,679 shares; 2025Q3: 12,045 shares 12,045 $351K 0.01% +3,366 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,873 shares; 2025Q1: 9,511 shares; 2025Q2: 16,617 shares; 2025Q3: 14,119 shares 14,119 $350K 0.01% -2,498 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,425 shares; 2024Q4: 2,612 shares; 2025Q1: 2,284 shares; 2025Q2: 1,800 shares; 2025Q3: 1,626 shares 1,626 $349K 0.01% -174 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,768 shares; 2025Q1: 3,956 shares; 2025Q2: 3,195 shares; 2025Q3: 3,209 shares 3,209 $349K 0.01% +14 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,224 shares; 2025Q1: 1,832 shares; 2025Q2: 1,243 shares; 2025Q3: 1,005 shares 1,005 $348K 0.01% -238 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,855 shares; 2025Q1: 3,760 shares; 2025Q2: 3,607 shares; 2025Q3: 3,639 shares 3,639 $348K 0.01% +32 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 3,272 shares; 2025Q1: 4,140 shares; 2025Q2: 3,829 shares; 2025Q3: 3,412 shares 3,412 $348K 0.01% -417 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: 2,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 3,294 shares 3,294 $347K 0.01% +994 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,376 shares; 2025Q1: 2,882 shares; 2025Q2: 3,140 shares; 2025Q3: 2,774 shares 2,774 $347K 0.01% -366 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 18,539 shares; 2025Q1: 20,343 shares; 2025Q2: 21,201 shares; 2025Q3: 18,198 shares 18,198 $346K 0.01% -3,003 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,983 shares; 2025Q1: 1,958 shares; 2025Q2: 1,941 shares; 2025Q3: 2,658 shares 2,658 $346K 0.01% +717 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 1,753 shares 1,753 $346K 0.01% +304 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 6,188 shares; 2025Q1: 6,576 shares; 2025Q2: 5,117 shares; 2025Q3: 5,132 shares 5,132 $346K 0.01% +15 Timeline ARKQ 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: 5,622 shares; 2024Q4: 5,571 shares; 2025Q1: 3,963 shares; 2025Q2: 3,172 shares; 2025Q3: 3,097 shares 3,097 $346K 0.01% -75 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 1,825 shares; 2025Q1: 1,732 shares; 2025Q2: 1,696 shares; 2025Q3: 1,718 shares 1,718 $345K 0.01% +22 Timeline JCAP JEFFERSON CAPITAL INC More: the full row for JEFFERSON CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000 $345K 0.01% new 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: 11,191 shares; 2024Q4: 10,826 shares; 2025Q1: 10,113 shares; 2025Q2: 10,129 shares; 2025Q3: 9,170 shares 9,170 $343K 0.01% -959 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,234 shares; 2024Q4: 13,267 shares; 2025Q1: 12,362 shares; 2025Q2: 14,553 shares; 2025Q3: 13,992 shares 13,992 $340K 0.01% -561 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 29,567 shares 29,567 $338K 0.01% new 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: 1,081 shares; 2024Q4: 1,701 shares; 2025Q1: 2,137 shares; 2025Q2: 2,203 shares; 2025Q3: 1,689 shares 1,689 $337K 0.01% -514 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,463 shares; 2025Q1: 3,281 shares; 2025Q2: 3,334 shares; 2025Q3: 3,591 shares 3,591 $336K 0.01% +257 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: 4,039 shares; 2024Q4: 4,869 shares; 2025Q1: 4,144 shares; 2025Q2: 3,503 shares; 2025Q3: 3,413 shares 3,413 $334K 0.01% -90 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,316 shares; 2025Q3: 9,372 shares 9,372 $333K 0.01% +1,056 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,788 shares; 2025Q1: 4,859 shares; 2025Q2: 4,773 shares; 2025Q3: 5,531 shares 5,531 $332K 0.01% +758 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,497 shares; 2025Q3: 17,170 shares 17,170 $331K 0.01% +5,673 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 1,991 shares; 2025Q1: 2,039 shares; 2025Q2: 1,559 shares; 2025Q3: 1,145 shares 1,145 $330K 0.01% -414 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 2,833 shares; 2025Q1: 3,571 shares; 2025Q2: 3,860 shares; 2025Q3: 3,037 shares 3,037 $330K 0.01% -823 Timeline VBK 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: 2,080 shares; 2024Q4: 1,887 shares; 2025Q1: 1,365 shares; 2025Q2: 1,346 shares; 2025Q3: 1,107 shares 1,107 $329K 0.01% -239 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,843 shares; 2024Q4: 35,113 shares; 2025Q1: 38,529 shares; 2025Q2: 40,678 shares; 2025Q3: 14,226 shares 14,226 $328K 0.01% -26,452 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,904 shares 4,904 $328K 0.01% new 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: 91,398 shares; 2024Q4: 87,621 shares; 2025Q1: 67,909 shares; 2025Q2: 33,504 shares; 2025Q3: 12,680 shares 12,680 $328K 0.01% -20,824 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,265 shares; 2025Q3: 13,259 shares 13,259 $327K 0.01% +3,994 Timeline