CDX 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: 62,667 shares; 2024Q4: 82,930 shares; 2025Q1: 79,036 shares; 2025Q2: 84,178 shares; 2025Q3: 190,470 shares 190,470 $4.36M 0.03% +106,292 Timeline DTH 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: 87,058 shares; 2024Q4: 87,974 shares; 2025Q1: 90,007 shares; 2025Q2: 88,032 shares; 2025Q3: 88,400 shares 88,400 $4.35M 0.02% +368 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: 16,169 shares; 2024Q4: 16,932 shares; 2025Q1: 16,974 shares; 2025Q2: 17,951 shares; 2025Q3: 18,394 shares 18,394 $4.34M 0.02% +443 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: 43 shares; 2024Q4: 2,244 shares; 2025Q1: 2,607 shares; 2025Q2: 68,695 shares; 2025Q3: 84,577 shares 84,577 $4.33M 0.02% +15,882 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 21,792 shares; 2025Q1: 25,098 shares; 2025Q2: 24,873 shares; 2025Q3: 29,739 shares 29,739 $4.33M 0.02% +4,866 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,419 shares; 2024Q4: 33,852 shares; 2025Q1: 34,746 shares; 2025Q2: 36,345 shares; 2025Q3: 37,761 shares 37,761 $4.33M 0.02% +1,416 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,360 shares; 2025Q1: 4,534 shares; 2025Q2: 4,489 shares; 2025Q3: 4,535 shares 4,535 $4.32M 0.02% +46 Timeline FDIS 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: 1,732 shares; 2024Q4: 1,647 shares; 2025Q1: 1,732 shares; 2025Q2: 38,176 shares; 2025Q3: 41,904 shares 41,904 $4.31M 0.02% +3,728 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: 58,032 shares; 2024Q4: 57,432 shares; 2025Q1: 59,157 shares; 2025Q2: 59,046 shares; 2025Q3: 58,620 shares 58,620 $4.31M 0.02% -426 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,820 shares; 2025Q1: 53,063 shares; 2025Q2: 43,853 shares; 2025Q3: 47,323 shares 47,323 $4.31M 0.02% +3,470 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: 17,167 shares; 2024Q4: 15,637 shares; 2025Q1: 14,934 shares; 2025Q2: 38,091 shares; 2025Q3: 35,454 shares 35,454 $4.3M 0.02% -2,637 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 11,615 shares; 2025Q1: 11,504 shares; 2025Q2: 11,970 shares; 2025Q3: 30,617 shares 30,617 $4.28M 0.02% +18,647 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,145 shares; 2025Q1: 1,305 shares; 2025Q2: 1,680 shares; 2025Q3: 9,834 shares 9,834 $4.28M 0.02% +8,154 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,866 shares; 2024Q4: 14,178 shares; 2025Q1: 15,105 shares; 2025Q2: 16,664 shares; 2025Q3: 17,878 shares 17,878 $4.26M 0.02% +1,214 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,499 shares; 2024Q4: 61,226 shares; 2025Q1: 68,100 shares; 2025Q2: 86,279 shares; 2025Q3: 94,719 shares 94,719 $4.25M 0.02% +8,440 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,423 shares; 2025Q3: 161,022 shares 161,022 $4.24M 0.02% +67,599 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: 13,290 shares; 2024Q4: 14,593 shares; 2025Q1: 15,275 shares; 2025Q2: 13,467 shares; 2025Q3: 17,922 shares 17,922 $4.21M 0.02% +4,455 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,691 shares; 2024Q4: 49,289 shares; 2025Q1: 49,424 shares; 2025Q2: 49,558 shares; 2025Q3: 50,092 shares 50,092 $4.21M 0.02% +534 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,340 shares; 2024Q4: 50,549 shares; 2025Q1: 50,845 shares; 2025Q2: 39,399 shares; 2025Q3: 46,262 shares 46,262 $4.21M 0.02% +6,863 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,220 shares; 2024Q4: 83,940 shares; 2025Q1: 92,188 shares; 2025Q2: 88,552 shares; 2025Q3: 87,322 shares 87,322 $4.21M 0.02% -1,230 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,198 shares; 2024Q4: 14,175 shares; 2025Q1: 14,392 shares; 2025Q2: 14,447 shares; 2025Q3: 14,260 shares 14,260 $4.2M 0.02% -187 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,716 shares; 2024Q4: 108,103 shares; 2025Q1: 113,418 shares; 2025Q2: 130,598 shares; 2025Q3: 149,964 shares 149,964 $4.16M 0.02% +19,366 Timeline JPST 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: 57,590 shares; 2024Q4: 63,462 shares; 2025Q1: 67,577 shares; 2025Q2: 82,733 shares; 2025Q3: 81,682 shares 81,682 $4.14M 0.02% -1,051 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: 11,319 shares; 2024Q4: 15,404 shares; 2025Q1: 14,769 shares; 2025Q2: 9,764 shares; 2025Q3: 12,230 shares 12,230 $4.13M 0.02% +2,466 Timeline SPSB 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: 95,399 shares; 2024Q4: 89,326 shares; 2025Q1: 106,407 shares; 2025Q2: 133,305 shares; 2025Q3: 135,937 shares 135,937 $4.12M 0.02% +2,632 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: 80,344 shares; 2024Q4: 89,782 shares; 2025Q1: 91,152 shares; 2025Q2: 78,783 shares; 2025Q3: 78,345 shares 78,345 $4.12M 0.02% -438 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: 34,755 shares; 2024Q4: 37,519 shares; 2025Q1: 38,032 shares; 2025Q2: 38,385 shares; 2025Q3: 40,349 shares 40,349 $4.11M 0.02% +1,964 Timeline HEQT 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: 175,879 shares; 2024Q4: 179,021 shares; 2025Q1: 185,356 shares; 2025Q2: 195,657 shares; 2025Q3: 131,049 shares 131,049 $4.09M 0.02% -64,608 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: 94,242 shares; 2024Q4: 45,061 shares; 2025Q1: 49,954 shares; 2025Q2: 50,921 shares; 2025Q3: 53,234 shares 53,234 $4.08M 0.02% +2,313 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,017 shares; 2024Q4: 50,603 shares; 2025Q1: 54,150 shares; 2025Q2: 56,279 shares; 2025Q3: 59,250 shares 59,250 $4.07M 0.02% +2,971 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,164 shares; 2024Q4: 115,829 shares; 2025Q1: 119,480 shares; 2025Q2: 123,567 shares; 2025Q3: 119,446 shares 119,446 $4.05M 0.02% -4,121 Timeline IQLT 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: 15,005 shares; 2024Q4: 16,477 shares; 2025Q1: 18,217 shares; 2025Q2: 28,836 shares; 2025Q3: 91,560 shares 91,560 $4.05M 0.02% +62,724 Timeline FUTY 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: 6,251 shares; 2024Q4: 5,758 shares; 2025Q1: 5,519 shares; 2025Q2: 65,486 shares; 2025Q3: 71,398 shares 71,398 $4.03M 0.02% +5,912 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 14,827 shares; 2025Q1: 79,175 shares; 2025Q2: 90,084 shares; 2025Q3: 98,639 shares 98,639 $3.98M 0.02% +8,555 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: 56,243 shares; 2024Q4: 56,638 shares; 2025Q1: 54,591 shares; 2025Q2: 53,553 shares; 2025Q3: 47,249 shares 47,249 $3.97M 0.02% -6,304 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 20,059 shares; 2025Q2: 127,161 shares; 2025Q3: 153,914 shares 153,914 $3.97M 0.02% +26,753 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: 28,154 shares; 2024Q4: 141,084 shares; 2025Q1: 137,567 shares; 2025Q2: 68,938 shares; 2025Q3: 69,499 shares 69,499 $3.95M 0.02% +561 Timeline HAPI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,546 shares; 2025Q1: 64,241 shares; 2025Q2: 78,533 shares; 2025Q3: 97,609 shares 97,609 $3.93M 0.02% +19,076 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,856 shares; 2024Q4: 79,003 shares; 2025Q1: 78,125 shares; 2025Q2: 79,027 shares; 2025Q3: 77,439 shares 77,439 $3.93M 0.02% -1,588 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 60,833 shares; 2025Q1: 71,893 shares; 2025Q2: 86,013 shares; 2025Q3: 93,550 shares 93,550 $3.92M 0.02% +7,537 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,793 shares; 2025Q1: 13,884 shares; 2025Q2: 21,309 shares; 2025Q3: 55,637 shares 55,637 $3.92M 0.02% +34,328 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,842 shares; 2024Q4: 67,029 shares; 2025Q1: 66,482 shares; 2025Q2: 75,787 shares; 2025Q3: 68,616 shares 68,616 $3.9M 0.02% -7,171 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: 24,702 shares; 2024Q4: 12,932 shares; 2025Q1: 8,587 shares; 2025Q2: 7,469 shares; 2025Q3: 13,526 shares 13,526 $3.9M 0.02% +6,057 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: 56,194 shares; 2024Q4: 55,105 shares; 2025Q1: 51,313 shares; 2025Q2: 49,409 shares; 2025Q3: 43,449 shares 43,449 $3.9M 0.02% -5,960 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,804 shares; 2024Q4: 58,698 shares; 2025Q1: 57,486 shares; 2025Q2: 54,835 shares; 2025Q3: 53,489 shares 53,489 $3.88M 0.02% -1,346 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,782 shares; 2024Q4: 33,008 shares; 2025Q1: 32,525 shares; 2025Q2: 36,208 shares; 2025Q3: 37,590 shares 37,590 $3.87M 0.02% +1,382 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,411 shares; 2024Q4: 19,709 shares; 2025Q1: 20,328 shares; 2025Q2: 21,660 shares; 2025Q3: 26,077 shares 26,077 $3.85M 0.02% +4,417 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 10,206 shares; 2025Q1: 10,954 shares; 2025Q2: 15,657 shares; 2025Q3: 22,966 shares 22,966 $3.84M 0.02% +7,309 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: 19,239 shares; 2024Q4: 19,739 shares; 2025Q1: 20,014 shares; 2025Q2: 22,951 shares; 2025Q3: 27,568 shares 27,568 $3.84M 0.02% +4,617 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: 17,984 shares; 2025Q1: 19,026 shares; 2025Q2: 19,061 shares; 2025Q3: 44,126 shares 44,126 $3.81M 0.02% +25,065 Timeline BALT 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: 7,847 shares; 2024Q4: 14,081 shares; 2025Q1: 50,697 shares; 2025Q2: 111,563 shares; 2025Q3: 115,576 shares 115,576 $3.79M 0.02% +4,013 Timeline EEM 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: 51,347 shares; 2024Q4: 49,516 shares; 2025Q1: 58,166 shares; 2025Q2: 60,357 shares; 2025Q3: 70,758 shares 70,758 $3.78M 0.02% +10,401 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: 64,622 shares; 2024Q4: 62,601 shares; 2025Q1: 28,630 shares; 2025Q2: 27,851 shares; 2025Q3: 27,851 shares 27,851 $3.78M 0.02% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,687 shares; 2024Q4: 76,247 shares; 2025Q1: 80,573 shares; 2025Q2: 80,745 shares; 2025Q3: 82,146 shares 82,146 $3.78M 0.02% +1,401 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,974 shares; 2025Q1: 5,099 shares; 2025Q2: 4,705 shares; 2025Q3: 4,087 shares 4,087 $3.76M 0.02% -618 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 12,844 shares; 2025Q1: 14,057 shares; 2025Q2: 27,321 shares; 2025Q3: 46,111 shares 46,111 $3.76M 0.02% +18,790 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 32 shares; 2025Q2: 48,305 shares; 2025Q3: 52,775 shares 52,775 $3.75M 0.02% +4,470 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,166 shares; 2024Q4: 19,376 shares; 2025Q1: 50,417 shares; 2025Q2: 30,769 shares; 2025Q3: 26,257 shares 26,257 $3.72M 0.02% -4,512 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: 37,943 shares; 2024Q4: 39,894 shares; 2025Q1: 39,164 shares; 2025Q2: 36,969 shares; 2025Q3: 65,190 shares 65,190 $3.7M 0.02% +28,221 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,974 shares; 2024Q4: 24,281 shares; 2025Q1: 23,607 shares; 2025Q2: 33,700 shares; 2025Q3: 35,791 shares 35,791 $3.7M 0.02% +2,091 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 5,292 shares; 2025Q1: 4,165 shares; 2025Q2: 26,122 shares; 2025Q3: 26,535 shares 26,535 $3.68M 0.02% +413 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,670 shares; 2024Q4: 34,788 shares; 2025Q1: 33,751 shares; 2025Q2: 31,739 shares; 2025Q3: 32,714 shares 32,714 $3.68M 0.02% +975 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: 33,566 shares; 2024Q4: 33,621 shares; 2025Q1: 32,852 shares; 2025Q2: 44,326 shares; 2025Q3: 44,485 shares 44,485 $3.67M 0.02% +159 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,296 shares; 2024Q4: 37,145 shares; 2025Q1: 35,933 shares; 2025Q2: 33,638 shares; 2025Q3: 33,013 shares 33,013 $3.67M 0.02% -625 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,169 shares; 2024Q4: 118,005 shares; 2025Q1: 114,202 shares; 2025Q2: 104,527 shares; 2025Q3: 103,284 shares 103,284 $3.67M 0.02% -1,243 Timeline XBJA 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: 168,729 shares; 2024Q4: 168,041 shares; 2025Q1: 146,522 shares; 2025Q2: 121,802 shares; 2025Q3: 116,882 shares 116,882 $3.66M 0.02% -4,920 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 16,271 shares; 2025Q2: 33,748 shares; 2025Q3: 36,493 shares 36,493 $3.63M 0.02% +2,745 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,239 shares; 2024Q4: 39,179 shares; 2025Q1: 40,545 shares; 2025Q2: 40,812 shares; 2025Q3: 43,974 shares 43,974 $3.62M 0.02% +3,162 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,728 shares; 2024Q4: 16,122 shares; 2025Q1: 16,634 shares; 2025Q2: 17,195 shares; 2025Q3: 23,872 shares 23,872 $3.61M 0.02% +6,677 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,140 shares; 2024Q4: 159,954 shares; 2025Q1: 171,752 shares; 2025Q2: 171,860 shares; 2025Q3: 211,461 shares 211,461 $3.6M 0.02% +39,601 Timeline EEMV 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: 59,289 shares; 2024Q4: 58,445 shares; 2025Q1: 56,986 shares; 2025Q2: 57,571 shares; 2025Q3: 56,317 shares 56,317 $3.59M 0.02% -1,254 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: 2,668 shares; 2024Q4: 3,312 shares; 2025Q1: 3,054 shares; 2025Q2: 36,882 shares; 2025Q3: 36,731 shares 36,731 $3.59M 0.02% -151 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: 33,111 shares; 2024Q4: 33,706 shares; 2025Q1: 20,600 shares; 2025Q2: 17,186 shares; 2025Q3: 18,091 shares 18,091 $3.59M 0.02% +905 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,587 shares; 2024Q4: 89,805 shares; 2025Q1: 96,700 shares; 2025Q2: 89,793 shares; 2025Q3: 76,222 shares 76,222 $3.56M 0.02% -13,571 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: 66,113 shares; 2024Q4: 82,485 shares; 2025Q1: 93,149 shares; 2025Q2: 117,720 shares; 2025Q3: 142,597 shares 142,597 $3.53M 0.02% +24,877 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: 59,405 shares; 2024Q4: 57,626 shares; 2025Q1: 62,228 shares; 2025Q2: 38,452 shares; 2025Q3: 37,332 shares 37,332 $3.52M 0.02% -1,120 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,773 shares; 2024Q4: 15,103 shares; 2025Q1: 8,647 shares; 2025Q2: 24,482 shares; 2025Q3: 33,583 shares 33,583 $3.52M 0.02% +9,101 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 32,182 shares; 2025Q1: 36,489 shares; 2025Q2: 37,457 shares; 2025Q3: 34,990 shares 34,990 $3.51M 0.02% -2,467 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: 52,619 shares; 2024Q4: 260,612 shares; 2025Q1: 71,803 shares; 2025Q2: 67,234 shares; 2025Q3: 76,652 shares 76,652 $3.5M 0.02% +9,418 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: 36,586 shares; 2024Q4: 37,183 shares; 2025Q1: 72,129 shares; 2025Q2: 57,558 shares; 2025Q3: 57,422 shares 57,422 $3.5M 0.02% -136 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138,357 shares 138,357 $3.5M 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 4,895 shares; 2025Q1: 5,946 shares; 2025Q2: 11,984 shares; 2025Q3: 12,107 shares 12,107 $3.5M 0.02% +123 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,579 shares; 2024Q4: 22,704 shares; 2025Q1: 24,419 shares; 2025Q2: 23,480 shares; 2025Q3: 22,963 shares 22,963 $3.49M 0.02% -517 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,272 shares; 2024Q4: 59,973 shares; 2025Q1: 63,428 shares; 2025Q2: 67,028 shares; 2025Q3: 73,352 shares 73,352 $3.46M 0.02% +6,324 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: 69,448 shares; 2024Q4: 68,298 shares; 2025Q1: 69,380 shares; 2025Q2: 71,600 shares; 2025Q3: 68,410 shares 68,410 $3.45M 0.02% -3,190 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,603 shares; 2024Q4: 70,634 shares; 2025Q1: 84,112 shares; 2025Q2: 47,814 shares; 2025Q3: 48,951 shares 48,951 $3.42M 0.02% +1,137 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,270 shares; 2024Q4: 24,665 shares; 2025Q1: 24,914 shares; 2025Q2: 22,880 shares; 2025Q3: 23,917 shares 23,917 $3.42M 0.02% +1,037 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,156 shares; 2025Q1: 1,100 shares; 2025Q2: 5,373 shares; 2025Q3: 6,285 shares 6,285 $3.41M 0.02% +912 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: 67,845 shares; 2024Q4: 67,522 shares; 2025Q1: 65,876 shares; 2025Q2: 62,187 shares; 2025Q3: 53,078 shares 53,078 $3.41M 0.02% -9,109 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 14,434 shares; 2025Q1: 213,861 shares; 2025Q2: 219,911 shares; 2025Q3: 238,106 shares 238,106 $3.4M 0.02% +18,195 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,858 shares; 2024Q4: 78,497 shares; 2025Q1: 80,737 shares; 2025Q2: 82,936 shares; 2025Q3: 153,470 shares 153,470 $3.4M 0.02% +70,534 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: 27,787 shares; 2024Q4: 30,059 shares; 2025Q1: 31,674 shares; 2025Q2: 34,466 shares; 2025Q3: 35,601 shares 35,601 $3.4M 0.02% +1,135 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,814 shares; 2024Q4: 372,896 shares; 2025Q1: 109,563 shares; 2025Q2: 109,873 shares; 2025Q3: 109,198 shares 109,198 $3.4M 0.02% -675 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: 17,739 shares; 2024Q4: 18,259 shares; 2025Q1: 19,309 shares; 2025Q2: 19,176 shares; 2025Q3: 19,405 shares 19,405 $3.39M 0.02% +229 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: 27,126 shares; 2024Q4: 27,414 shares; 2025Q1: 26,534 shares; 2025Q2: 27,322 shares; 2025Q3: 26,872 shares 26,872 $3.38M 0.02% -450 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,887 shares; 2024Q4: 25,887 shares; 2025Q1: 23,987 shares; 2025Q2: 29,481 shares; 2025Q3: 91,236 shares 91,236 $3.35M 0.02% +61,755 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,087 shares; 2024Q4: 127,600 shares; 2025Q1: 133,700 shares; 2025Q2: 141,197 shares; 2025Q3: 139,160 shares 139,160 $3.34M 0.02% -2,037 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,505 shares; 2024Q4: 100,572 shares; 2025Q1: 100,079 shares; 2025Q2: 99,996 shares; 2025Q3: 110,390 shares 110,390 $3.34M 0.02% +10,394 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,666 shares; 2024Q4: 42,924 shares; 2025Q1: 42,943 shares; 2025Q2: 43,379 shares; 2025Q3: 49,055 shares 49,055 $3.3M 0.02% +5,676 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: 3,013 shares; 2024Q4: 13,360 shares; 2025Q1: 17,091 shares; 2025Q2: 20,047 shares; 2025Q3: 139,079 shares 139,079 $3.3M 0.02% +119,032 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,983 shares; 2024Q4: 46,670 shares; 2025Q1: 47,271 shares; 2025Q2: 47,683 shares; 2025Q3: 47,949 shares 47,949 $3.29M 0.02% +266 Timeline IGEB 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: 53,667 shares; 2024Q4: 41,054 shares; 2025Q1: 50,491 shares; 2025Q2: 60,272 shares; 2025Q3: 71,405 shares 71,405 $3.29M 0.02% +11,133 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: 26,770 shares; 2024Q4: 36,406 shares; 2025Q1: 39,029 shares; 2025Q2: 33,941 shares; 2025Q3: 48,976 shares 48,976 $3.28M 0.02% +15,035 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: 119,073 shares; 2024Q4: 118,081 shares; 2025Q1: 121,775 shares; 2025Q2: 113,590 shares; 2025Q3: 113,650 shares 113,650 $3.27M 0.02% +60 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 13,377 shares; 2025Q1: 13,186 shares; 2025Q2: 6,730 shares; 2025Q3: 5,767 shares 5,767 $3.26M 0.02% -963 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,686 shares; 2025Q3: 135,395 shares 135,395 $3.23M 0.02% +55,709 Timeline FREL 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: 1,036 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 105,892 shares; 2025Q3: 116,044 shares 116,044 $3.23M 0.02% +10,152 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: 96,585 shares; 2024Q4: 84,116 shares; 2025Q1: 76,911 shares; 2025Q2: 68,614 shares; 2025Q3: 68,286 shares 68,286 $3.23M 0.02% -328 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: 41,216 shares; 2024Q4: 43,904 shares; 2025Q1: 42,775 shares; 2025Q2: 39,849 shares; 2025Q3: 42,132 shares 42,132 $3.22M 0.02% +2,283 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,447 shares; 2024Q4: 92,526 shares; 2025Q1: 106,611 shares; 2025Q2: 94,521 shares; 2025Q3: 63,711 shares 63,711 $3.21M 0.02% -30,810 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,649 shares; 2024Q4: 180,713 shares; 2025Q1: 184,602 shares; 2025Q2: 196,325 shares; 2025Q3: 201,757 shares 201,757 $3.21M 0.02% +5,432 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,835 shares; 2024Q4: 58,856 shares; 2025Q1: 60,031 shares; 2025Q2: 96,475 shares; 2025Q3: 100,858 shares 100,858 $3.21M 0.02% +4,383 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: 33,337 shares; 2024Q4: 13,120 shares; 2025Q1: 12,792 shares; 2025Q2: 13,987 shares; 2025Q3: 13,569 shares 13,569 $3.2M 0.02% -418 Timeline EWJ 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: 25,894 shares; 2024Q4: 26,965 shares; 2025Q1: 27,501 shares; 2025Q2: 43,009 shares; 2025Q3: 39,928 shares 39,928 $3.2M 0.02% -3,081 Timeline FMAT 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: 551 shares; 2024Q4: 552 shares; 2025Q1: 231 shares; 2025Q2: 55,263 shares; 2025Q3: 60,939 shares 60,939 $3.2M 0.02% +5,676 Timeline PKW 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: 18,986 shares; 2024Q4: 18,251 shares; 2025Q1: 18,126 shares; 2025Q2: 21,148 shares; 2025Q3: 23,927 shares 23,927 $3.17M 0.02% +2,779 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,217 shares; 2024Q4: 64,468 shares; 2025Q1: 65,960 shares; 2025Q2: 59,470 shares; 2025Q3: 64,968 shares 64,968 $3.14M 0.02% +5,498 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: 5,750 shares; 2024Q4: 42,108 shares; 2025Q1: 85,816 shares; 2025Q2: 105,675 shares; 2025Q3: 121,412 shares 121,412 $3.14M 0.02% +15,737 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,182 shares; 2024Q4: 15,294 shares; 2025Q1: 15,703 shares; 2025Q2: 16,115 shares; 2025Q3: 16,687 shares 16,687 $3.14M 0.02% +572 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,654 shares; 2025Q1: 205,467 shares; 2025Q2: 246,064 shares; 2025Q3: 282,146 shares 282,146 $3.12M 0.02% +36,082 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,463 shares; 2024Q4: 20,419 shares; 2025Q1: 20,396 shares; 2025Q2: 20,356 shares; 2025Q3: 19,885 shares 19,885 $3.11M 0.02% -471 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: 46,454 shares; 2024Q4: 51,150 shares; 2025Q1: 63,720 shares; 2025Q2: 86,169 shares; 2025Q3: 92,079 shares 92,079 $3.1M 0.02% +5,910 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,627 shares; 2025Q1: 5,368 shares; 2025Q2: 4,286 shares; 2025Q3: 5,494 shares 5,494 $3.09M 0.02% +1,208 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: 11,159 shares; 2024Q4: 15,674 shares; 2025Q1: 16,690 shares; 2025Q2: 14,149 shares; 2025Q3: 15,368 shares 15,368 $3.09M 0.02% +1,219 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,359 shares; 2024Q4: 17,859 shares; 2025Q1: 18,882 shares; 2025Q2: 18,880 shares; 2025Q3: 19,428 shares 19,428 $3.06M 0.02% +548 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: 4,554 shares; 2024Q4: 15,103 shares; 2025Q1: 30,199 shares; 2025Q2: 75,834 shares; 2025Q3: 111,812 shares 111,812 $3.05M 0.02% +35,978 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 17,079 shares; 2025Q1: 18,076 shares; 2025Q2: 13,256 shares; 2025Q3: 14,737 shares 14,737 $3.05M 0.02% +1,481 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: 3,609 shares; 2024Q4: 9,273 shares; 2025Q1: 9,236 shares; 2025Q2: 11,066 shares; 2025Q3: 15,525 shares 15,525 $3.05M 0.02% +4,459 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,655 shares; 2025Q2: 62,545 shares; 2025Q3: 68,875 shares 68,875 $3.05M 0.02% +6,330 Timeline MDYV 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: 2,701 shares; 2024Q4: 2,821 shares; 2025Q1: 1,684 shares; 2025Q2: 1,911 shares; 2025Q3: 36,439 shares 36,439 $3.04M 0.02% +34,528 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: 50,645 shares; 2024Q4: 84,945 shares; 2025Q1: 92,740 shares; 2025Q2: 135,474 shares; 2025Q3: 159,271 shares 159,271 $3.04M 0.02% +23,797 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,834 shares; 2025Q1: 2,125 shares; 2025Q2: 2,238 shares; 2025Q3: 33,077 shares 33,077 $3.03M 0.02% +30,839 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 3,738 shares; 2025Q1: 3,893 shares; 2025Q2: 8,243 shares; 2025Q3: 3,866 shares 3,866 $3.03M 0.02% -4,377 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: 4,306 shares; 2024Q4: 3,587 shares; 2025Q1: 3,389 shares; 2025Q2: 3,683 shares; 2025Q3: 4,641 shares 4,641 $3.01M 0.02% +958 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,802 shares; 2024Q4: 54,662 shares; 2025Q1: 53,890 shares; 2025Q2: 51,332 shares; 2025Q3: 54,365 shares 54,365 $3.01M 0.02% +3,033 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: 329,877 shares; 2024Q4: 357,025 shares; 2025Q1: 28,452 shares; 2025Q2: 33,083 shares; 2025Q3: 35,623 shares 35,623 $2.99M 0.02% +2,540 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,155 shares; 2024Q4: 100,177 shares; 2025Q1: 91,352 shares; 2025Q2: 86,431 shares; 2025Q3: 85,351 shares 85,351 $2.99M 0.02% -1,080 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,580 shares; 2024Q4: 128,903 shares; 2025Q1: 113,756 shares; 2025Q2: 107,336 shares; 2025Q3: 100,529 shares 100,529 $2.98M 0.02% -6,807 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,421 shares; 2024Q4: 23,062 shares; 2025Q1: 22,989 shares; 2025Q2: 23,102 shares; 2025Q3: 23,012 shares 23,012 $2.97M 0.02% -90 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: 23,000 shares; 2024Q4: 21,787 shares; 2025Q1: 28,215 shares; 2025Q2: 56,240 shares; 2025Q3: 79,476 shares 79,476 $2.97M 0.02% +23,236 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,096 shares; 2025Q2: 122,924 shares; 2025Q3: 122,924 shares 122,924 $2.93M 0.02% 0 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: 18,511 shares; 2024Q4: 16,616 shares; 2025Q1: 16,234 shares; 2025Q2: 109,025 shares; 2025Q3: 118,235 shares 118,235 $2.92M 0.02% +9,210 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,928 shares; 2024Q4: 33,494 shares; 2025Q1: 33,543 shares; 2025Q2: 68,061 shares; 2025Q3: 73,801 shares 73,801 $2.91M 0.02% +5,740 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,266 shares; 2024Q4: 147,872 shares; 2025Q1: 203,119 shares; 2025Q2: 220,239 shares; 2025Q3: 104,166 shares 104,166 $2.91M 0.02% -116,073 Timeline VV 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: 7,749 shares; 2024Q4: 7,872 shares; 2025Q1: 7,832 shares; 2025Q2: 7,482 shares; 2025Q3: 9,399 shares 9,399 $2.89M 0.02% +1,917 Timeline VOE 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: 19,208 shares; 2024Q4: 18,026 shares; 2025Q1: 17,326 shares; 2025Q2: 15,787 shares; 2025Q3: 16,562 shares 16,562 $2.89M 0.02% +775 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,492 shares; 2024Q4: 16,905 shares; 2025Q1: 18,958 shares; 2025Q2: 15,102 shares; 2025Q3: 11,716 shares 11,716 $2.89M 0.02% -3,386 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: 68,651 shares; 2024Q4: 68,651 shares; 2025Q1: 68,651 shares; 2025Q2: 68,651 shares; 2025Q3: 68,650 shares 68,650 $2.88M 0.02% -1 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,712 shares; 2025Q1: 6,557 shares; 2025Q2: 6,435 shares; 2025Q3: 14,073 shares 14,073 $2.88M 0.02% +7,638 Timeline IDVO 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: 13,946 shares; 2024Q4: 14,594 shares; 2025Q1: 30,570 shares; 2025Q2: 59,080 shares; 2025Q3: 76,807 shares 76,807 $2.86M 0.02% +17,727 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: 19,332 shares; 2024Q4: 25,812 shares; 2025Q1: 48,111 shares; 2025Q2: 70,702 shares; 2025Q3: 82,426 shares 82,426 $2.86M 0.02% +11,724 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: 30,506 shares; 2024Q4: 31,227 shares; 2025Q1: 33,420 shares; 2025Q2: 45,276 shares; 2025Q3: 50,584 shares 50,584 $2.86M 0.02% +5,308 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 43,646 shares; 2025Q1: 44,069 shares; 2025Q2: 32,626 shares; 2025Q3: 30,551 shares 30,551 $2.85M 0.02% -2,075 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,378 shares; 2024Q4: 41,454 shares; 2025Q1: 32,331 shares; 2025Q2: 31,760 shares; 2025Q3: 28,909 shares 28,909 $2.84M 0.02% -2,851 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,435 shares; 2024Q4: 22,482 shares; 2025Q1: 45,832 shares; 2025Q2: 53,485 shares; 2025Q3: 54,184 shares 54,184 $2.83M 0.02% +699 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,452 shares; 2025Q1: 78,821 shares; 2025Q2: 77,888 shares; 2025Q3: 77,780 shares 77,780 $2.81M 0.02% -108 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,523 shares; 2024Q4: 18,328 shares; 2025Q1: 17,548 shares; 2025Q2: 17,694 shares; 2025Q3: 17,132 shares 17,132 $2.8M 0.02% -562 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,841 shares; 2024Q4: 31,829 shares; 2025Q1: 34,987 shares; 2025Q2: 34,844 shares; 2025Q3: 30,845 shares 30,845 $2.8M 0.02% -3,999 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,912 shares; 2025Q1: 6,249 shares; 2025Q2: 6,549 shares; 2025Q3: 33,334 shares 33,334 $2.78M 0.02% +26,785 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 39,359 shares; 2025Q1: 43,580 shares; 2025Q2: 30,939 shares; 2025Q3: 28,253 shares 28,253 $2.77M 0.02% -2,686 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 200 shares; 2025Q2: 37,016 shares; 2025Q3: 85,229 shares 85,229 $2.76M 0.02% +48,213 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,605 shares; 2024Q4: 126,469 shares; 2025Q1: 97,553 shares; 2025Q2: 18,921 shares; 2025Q3: 40,743 shares 40,743 $2.75M 0.02% +21,822 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: 62,570 shares; 2024Q4: 66,505 shares; 2025Q1: 115,763 shares; 2025Q2: 88,267 shares; 2025Q3: 59,231 shares 59,231 $2.75M 0.02% -29,036 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,327 shares; 2024Q4: 175,727 shares; 2025Q1: 178,317 shares; 2025Q2: 175,974 shares; 2025Q3: 175,216 shares 175,216 $2.72M 0.02% -758 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,420 shares; 2024Q4: 40,947 shares; 2025Q1: 30,497 shares; 2025Q2: 28,433 shares; 2025Q3: 25,726 shares 25,726 $2.7M 0.02% -2,707 Timeline CWI 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: 82,631 shares; 2024Q4: 82,334 shares; 2025Q1: 79,280 shares; 2025Q2: 78,523 shares; 2025Q3: 76,797 shares 76,797 $2.68M 0.02% -1,726 Timeline XRT 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: 13,351 shares; 2024Q4: 13,852 shares; 2025Q1: 13,658 shares; 2025Q2: 13,877 shares; 2025Q3: 31,046 shares 31,046 $2.68M 0.02% +17,169 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,438 shares; 2024Q4: 77,251 shares; 2025Q1: 56,419 shares; 2025Q2: 57,872 shares; 2025Q3: 55,578 shares 55,578 $2.67M 0.02% -2,294 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,556 shares; 2024Q4: 24,608 shares; 2025Q1: 24,713 shares; 2025Q2: 23,212 shares; 2025Q3: 23,335 shares 23,335 $2.65M 0.02% +123 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,837 shares; 2024Q4: 37,863 shares; 2025Q1: 28,582 shares; 2025Q2: 30,024 shares; 2025Q3: 28,207 shares 28,207 $2.65M 0.02% -1,817 Timeline DFEV 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: 72,740 shares; 2024Q4: 74,017 shares; 2025Q1: 63,822 shares; 2025Q2: 82,770 shares; 2025Q3: 82,403 shares 82,403 $2.63M 0.02% -367 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 8,209 shares; 2025Q1: 8,183 shares; 2025Q2: 8,296 shares; 2025Q3: 10,713 shares 10,713 $2.61M 0.01% +2,417 Timeline FESM 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 55,751 shares; 2025Q2: 64,830 shares; 2025Q3: 71,371 shares 71,371 $2.61M 0.01% +6,541 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,412 shares; 2024Q4: 137,699 shares; 2025Q1: 149,193 shares; 2025Q2: 145,072 shares; 2025Q3: 134,791 shares 134,791 $2.6M 0.01% -10,281 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,473 shares; 2024Q4: 43,581 shares; 2025Q1: 42,808 shares; 2025Q2: 42,103 shares; 2025Q3: 41,446 shares 41,446 $2.6M 0.01% -657 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,583 shares; 2024Q4: 20,308 shares; 2025Q1: 4,534 shares; 2025Q2: 164,659 shares; 2025Q3: 160,688 shares 160,688 $2.6M 0.01% -3,971 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: 2,810 shares; 2024Q4: 3,092 shares; 2025Q1: 4,077 shares; 2025Q2: 5,373 shares; 2025Q3: 9,470 shares 9,470 $2.59M 0.01% +4,097 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,795 shares; 2024Q4: 115,045 shares; 2025Q1: 122,175 shares; 2025Q2: 140,975 shares; 2025Q3: 114,088 shares 114,088 $2.58M 0.01% -26,887 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,175 shares; 2024Q4: 14,189 shares; 2025Q1: 34,434 shares; 2025Q2: 20,963 shares; 2025Q3: 32,331 shares 32,331 $2.58M 0.01% +11,368 Timeline IWB 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: 6,741 shares; 2024Q4: 6,933 shares; 2025Q1: 6,984 shares; 2025Q2: 7,171 shares; 2025Q3: 7,051 shares 7,051 $2.58M 0.01% -120 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,085 shares; 2024Q4: 45,546 shares; 2025Q1: 46,342 shares; 2025Q2: 78,161 shares; 2025Q3: 81,894 shares 81,894 $2.57M 0.01% +3,733 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,454 shares; 2024Q4: 166,040 shares; 2025Q1: 196,983 shares; 2025Q2: 155,004 shares; 2025Q3: 159,279 shares 159,279 $2.57M 0.01% +4,275 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,676 shares; 2024Q4: 32,391 shares; 2025Q1: 32,456 shares; 2025Q2: 32,199 shares; 2025Q3: 31,462 shares 31,462 $2.55M 0.01% -737 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,776 shares; 2024Q4: 35,792 shares; 2025Q1: 48,045 shares; 2025Q2: 232,859 shares; 2025Q3: 222,979 shares 222,979 $2.54M 0.01% -9,880 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: 9,046 shares; 2024Q4: 11,676 shares; 2025Q1: 13,491 shares; 2025Q2: 13,609 shares; 2025Q3: 15,201 shares 15,201 $2.54M 0.01% +1,592 Timeline DDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,289 shares; 2024Q4: 107,519 shares; 2025Q1: 61,060 shares; 2025Q2: 63,214 shares; 2025Q3: 62,754 shares 62,754 $2.52M 0.01% -460 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,937 shares; 2024Q4: 255,945 shares; 2025Q1: 254,094 shares; 2025Q2: 274,704 shares; 2025Q3: 276,371 shares 276,371 $2.52M 0.01% +1,667 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,619 shares; 2024Q4: 71,297 shares; 2025Q1: 77,074 shares; 2025Q2: 140,301 shares; 2025Q3: 170,636 shares 170,636 $2.5M 0.01% +30,335 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: 39,638 shares; 2024Q4: 39,283 shares; 2025Q1: 38,000 shares; 2025Q2: 45,649 shares; 2025Q3: 44,696 shares 44,696 $2.5M 0.01% -953 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,600 shares; 2024Q4: 5,692 shares; 2025Q1: 149,819 shares; 2025Q2: 155,465 shares; 2025Q3: 155,794 shares 155,794 $2.49M 0.01% +329 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,298 shares; 2024Q4: 13,579 shares; 2025Q1: 13,228 shares; 2025Q2: 13,349 shares; 2025Q3: 14,409 shares 14,409 $2.49M 0.01% +1,060 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 12,836 shares; 2025Q1: 12,748 shares; 2025Q2: 12,729 shares; 2025Q3: 18,618 shares 18,618 $2.48M 0.01% +5,889 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 619 shares; 2025Q1: 1,175 shares; 2025Q2: 25,612 shares; 2025Q3: 27,648 shares 27,648 $2.48M 0.01% +2,036 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,191 shares; 2024Q4: 54,416 shares; 2025Q1: 52,401 shares; 2025Q2: 52,502 shares; 2025Q3: 51,328 shares 51,328 $2.48M 0.01% -1,174 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,582 shares; 2024Q4: 21,591 shares; 2025Q1: 25,048 shares; 2025Q2: 26,328 shares; 2025Q3: 29,561 shares 29,561 $2.48M 0.01% +3,233 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 5,093 shares; 2025Q1: 5,850 shares; 2025Q2: 6,818 shares; 2025Q3: 5,827 shares 5,827 $2.48M 0.01% -991 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: 2,218 shares; 2024Q4: 2,436 shares; 2025Q1: 2,695 shares; 2025Q2: 3,860 shares; 2025Q3: 3,871 shares 3,871 $2.47M 0.01% +11 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: 245,645 shares; 2024Q4: 22,739 shares; 2025Q1: 16,677 shares; 2025Q2: 18,078 shares; 2025Q3: 58,672 shares 58,672 $2.47M 0.01% +40,594 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 24,453 shares; 2025Q1: 23,457 shares; 2025Q2: 47,312 shares; 2025Q3: 50,358 shares 50,358 $2.47M 0.01% +3,046 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,079 shares; 2024Q4: 22,729 shares; 2025Q1: 87,526 shares; 2025Q2: 133,661 shares; 2025Q3: 193,034 shares 193,034 $2.47M 0.01% +59,373 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,667 shares; 2025Q1: 7,800 shares; 2025Q2: 8,546 shares; 2025Q3: 8,280 shares 8,280 $2.47M 0.01% -266 Timeline IUSG 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: 9,869 shares; 2024Q4: 9,236 shares; 2025Q1: 9,556 shares; 2025Q2: 9,246 shares; 2025Q3: 14,924 shares 14,924 $2.46M 0.01% +5,678 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,274 shares; 2025Q1: 2,278 shares; 2025Q2: 63,696 shares; 2025Q3: 65,152 shares 65,152 $2.45M 0.01% +1,456 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: 29,709 shares; 2024Q4: 25,580 shares; 2025Q1: 23,777 shares; 2025Q2: 22,772 shares; 2025Q3: 17,993 shares 17,993 $2.44M 0.01% -4,779 Timeline BSCR 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: 182,995 shares; 2024Q4: 161,440 shares; 2025Q1: 138,644 shares; 2025Q2: 86,194 shares; 2025Q3: 123,544 shares 123,544 $2.44M 0.01% +37,350 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,767 shares; 2024Q4: 40,282 shares; 2025Q1: 41,795 shares; 2025Q2: 42,607 shares; 2025Q3: 43,615 shares 43,615 $2.43M 0.01% +1,008 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,737 shares; 2024Q4: 40,044 shares; 2025Q1: 49,877 shares; 2025Q2: 36,876 shares; 2025Q3: 31,597 shares 31,597 $2.42M 0.01% -5,279 Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,161 shares; 2025Q3: 58,050 shares 58,050 $2.42M 0.01% +19,889 Timeline VNLA 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: 140,672 shares; 2024Q4: 144,590 shares; 2025Q1: 147,440 shares; 2025Q2: 149,011 shares; 2025Q3: 49,042 shares 49,042 $2.42M 0.01% -99,969 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 17,259 shares; 2025Q1: 41,412 shares; 2025Q2: 72,480 shares; 2025Q3: 72,447 shares 72,447 $2.41M 0.01% -33 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,748 shares; 2024Q4: 23,249 shares; 2025Q1: 21,834 shares; 2025Q2: 27,804 shares; 2025Q3: 27,214 shares 27,214 $2.41M 0.01% -590 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,299 shares; 2024Q4: 129,653 shares; 2025Q1: 114,661 shares; 2025Q2: 111,399 shares; 2025Q3: 107,131 shares 107,131 $2.41M 0.01% -4,268 Timeline IUSV 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: 24,869 shares; 2024Q4: 24,241 shares; 2025Q1: 24,025 shares; 2025Q2: 24,081 shares; 2025Q3: 24,046 shares 24,046 $2.4M 0.01% -35 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 35,165 shares; 2025Q3: 31,741 shares 31,741 $2.4M 0.01% -3,424 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 87,281 shares 87,281 $2.4M 0.01% +87,181 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,243 shares; 2024Q4: 32,577 shares; 2025Q1: 36,123 shares; 2025Q2: 35,441 shares; 2025Q3: 35,176 shares 35,176 $2.38M 0.01% -265 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601,468 shares; 2024Q4: 427,901 shares; 2025Q1: 417,767 shares; 2025Q2: 52,553 shares; 2025Q3: 53,351 shares 53,351 $2.37M 0.01% +798 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: 41,869 shares; 2024Q4: 41,975 shares; 2025Q1: 37,451 shares; 2025Q2: 36,136 shares; 2025Q3: 33,120 shares 33,120 $2.37M 0.01% -3,016 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,400 shares; 2025Q1: 7,882 shares; 2025Q2: 8,015 shares; 2025Q3: 7,190 shares 7,190 $2.37M 0.01% -825 Timeline VCSH 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: 37,760 shares; 2024Q4: 40,834 shares; 2025Q1: 35,889 shares; 2025Q2: 30,265 shares; 2025Q3: 29,487 shares 29,487 $2.36M 0.01% -778 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: 25,307 shares; 2024Q4: 24,278 shares; 2025Q1: 25,268 shares; 2025Q2: 25,410 shares; 2025Q3: 25,174 shares 25,174 $2.35M 0.01% -236 Timeline 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: 10,471 shares; 2024Q4: 10,471 shares; 2025Q1: 10,471 shares; 2025Q2: 9,972 shares; 2025Q3: 54,210 shares 54,210 $2.33M 0.01% +44,238 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,362 shares; 2024Q4: 43,118 shares; 2025Q1: 43,810 shares; 2025Q2: 45,402 shares; 2025Q3: 45,865 shares 45,865 $2.33M 0.01% +463 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: 11,535 shares; 2024Q4: 30,463 shares; 2025Q1: 30,100 shares; 2025Q2: 29,775 shares; 2025Q3: 28,579 shares 28,579 $2.32M 0.01% -1,196 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,287 shares; 2024Q4: 56,066 shares; 2025Q1: 66,373 shares; 2025Q2: 57,208 shares; 2025Q3: 58,981 shares 58,981 $2.31M 0.01% +1,773 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: 28 shares; 2025Q1: 88 shares; 2025Q2: 5,046 shares; 2025Q3: 5,423 shares 5,423 $2.31M 0.01% +377 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,993 shares; 2024Q4: 93,783 shares; 2025Q1: 101,362 shares; 2025Q2: 93,018 shares; 2025Q3: 94,275 shares 94,275 $2.31M 0.01% +1,257 Timeline USTB 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: 43,598 shares; 2025Q3: 45,091 shares 45,091 $2.3M 0.01% +1,493 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,579 shares; 2024Q4: 58,757 shares; 2025Q1: 60,585 shares; 2025Q2: 45,315 shares; 2025Q3: 39,998 shares 39,998 $2.29M 0.01% -5,317 Timeline FEP 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 45,674 shares; 2025Q3: 44,661 shares 44,661 $2.29M 0.01% -1,013 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,667 shares; 2024Q4: 43,249 shares; 2025Q1: 43,064 shares; 2025Q2: 42,964 shares; 2025Q3: 43,109 shares 43,109 $2.28M 0.01% +145 Timeline FEUZ 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: not reported; 2025Q2: 39,622 shares; 2025Q3: 38,758 shares 38,758 $2.28M 0.01% -864 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,702 shares; 2025Q2: 13,521 shares; 2025Q3: 48,300 shares 48,300 $2.27M 0.01% +34,779 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,189 shares; 2024Q4: 64,666 shares; 2025Q1: 60,230 shares; 2025Q2: 193,533 shares; 2025Q3: 194,064 shares 194,064 $2.27M 0.01% +531 Timeline IOO 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: 18,768 shares; 2024Q4: 18,709 shares; 2025Q1: 18,721 shares; 2025Q2: 19,035 shares; 2025Q3: 18,805 shares 18,805 $2.26M 0.01% -230 Timeline SUB 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: 24,573 shares; 2024Q4: 22,633 shares; 2025Q1: 22,919 shares; 2025Q2: 23,151 shares; 2025Q3: 20,957 shares 20,957 $2.24M 0.01% -2,194 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,097 shares; 2024Q4: 12,568 shares; 2025Q1: 12,744 shares; 2025Q2: 13,894 shares; 2025Q3: 12,546 shares 12,546 $2.23M 0.01% -1,348 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: 46,631 shares; 2024Q4: 53,827 shares; 2025Q1: 66,265 shares; 2025Q2: 68,278 shares; 2025Q3: 44,694 shares 44,694 $2.23M 0.01% -23,584 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,511 shares; 2024Q4: 512,213 shares; 2025Q1: 522,310 shares; 2025Q2: 188,700 shares; 2025Q3: 191,976 shares 191,976 $2.23M 0.01% +3,276 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: 50,117 shares; 2024Q4: 49,772 shares; 2025Q1: 49,942 shares; 2025Q2: 49,918 shares; 2025Q3: 49,766 shares 49,766 $2.22M 0.01% -152 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,733 shares; 2024Q4: 30,481 shares; 2025Q1: 30,623 shares; 2025Q2: 30,072 shares; 2025Q3: 28,831 shares 28,831 $2.21M 0.01% -1,241 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,613 shares; 2024Q4: 149,834 shares; 2025Q1: 159,637 shares; 2025Q2: 165,562 shares; 2025Q3: 189,880 shares 189,880 $2.21M 0.01% +24,318 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: 71,086 shares; 2024Q4: 70,718 shares; 2025Q1: 67,418 shares; 2025Q2: 71,318 shares; 2025Q3: 70,508 shares 70,508 $2.19M 0.01% -810 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: 86,750 shares; 2024Q4: 80,363 shares; 2025Q1: 73,976 shares; 2025Q2: 81,878 shares; 2025Q3: 63,529 shares 63,529 $2.19M 0.01% -18,349 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,142 shares; 2024Q4: 6,441 shares; 2025Q1: 7,021 shares; 2025Q2: 8,418 shares; 2025Q3: 8,530 shares 8,530 $2.17M 0.01% +112 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,713 shares; 2024Q4: 26,828 shares; 2025Q1: 25,723 shares; 2025Q2: 24,505 shares; 2025Q3: 19,315 shares 19,315 $2.17M 0.01% -5,190 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,880 shares; 2024Q4: 27,484 shares; 2025Q1: 25,873 shares; 2025Q2: 21,283 shares; 2025Q3: 19,683 shares 19,683 $2.16M 0.01% -1,600 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 22,077 shares; 2025Q1: 22,606 shares; 2025Q2: 20,597 shares; 2025Q3: 20,536 shares 20,536 $2.16M 0.01% -61 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 14,551 shares; 2025Q1: 45,666 shares; 2025Q2: 31,522 shares; 2025Q3: 34,081 shares 34,081 $2.15M 0.01% +2,559 Timeline XSMO 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: 481,263 shares; 2024Q4: 487,300 shares; 2025Q1: 2,378 shares; 2025Q2: 15,713 shares; 2025Q3: 29,154 shares 29,154 $2.14M 0.01% +13,441 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 13,553 shares; 2025Q1: 15,247 shares; 2025Q2: 18,897 shares; 2025Q3: 20,150 shares 20,150 $2.14M 0.01% +1,253 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 5,081 shares; 2025Q1: 5,600 shares; 2025Q2: 5,780 shares; 2025Q3: 4,939 shares 4,939 $2.13M 0.01% -841 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,370 shares; 2024Q4: 21,896 shares; 2025Q1: 20,147 shares; 2025Q2: 48,132 shares; 2025Q3: 68,392 shares 68,392 $2.13M 0.01% +20,260 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,392 shares; 2024Q4: 47,237 shares; 2025Q1: 107,153 shares; 2025Q2: 172,897 shares; 2025Q3: 258,868 shares 258,868 $2.12M 0.01% +85,971 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 28,000 shares 28,000 $2.12M 0.01% new 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: 82,843 shares; 2024Q4: 94,122 shares; 2025Q1: 116,514 shares; 2025Q2: 112,158 shares; 2025Q3: 111,956 shares 111,956 $2.12M 0.01% -202 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 6,140 shares; 2025Q1: 8,983 shares; 2025Q2: 25,161 shares; 2025Q3: 20,863 shares 20,863 $2.11M 0.01% -4,298 Timeline IYY 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: 12,368 shares; 2024Q4: 12,196 shares; 2025Q1: 12,585 shares; 2025Q2: 12,585 shares; 2025Q3: 13,009 shares 13,009 $2.11M 0.01% +424 Timeline MODL 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: 1,977 shares; 2024Q4: 3,085 shares; 2025Q1: 6,213 shares; 2025Q2: 5,494 shares; 2025Q3: 45,716 shares 45,716 $2.11M 0.01% +40,222 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 12,442 shares; 2025Q1: 12,191 shares; 2025Q2: 10,482 shares; 2025Q3: 11,231 shares 11,231 $2.11M 0.01% +749 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 2,369 shares; 2025Q1: 3,192 shares; 2025Q2: 8,338 shares; 2025Q3: 33,847 shares 33,847 $2.11M 0.01% +25,509 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,599 shares; 2024Q4: 22,192 shares; 2025Q1: 11,187 shares; 2025Q2: 11,341 shares; 2025Q3: 15,199 shares 15,199 $2.1M 0.01% +3,858 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,651 shares; 2024Q4: 30,374 shares; 2025Q1: 29,723 shares; 2025Q2: 28,342 shares; 2025Q3: 28,477 shares 28,477 $2.09M 0.01% +135 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,836 shares; 2024Q4: 27,816 shares; 2025Q1: 45,081 shares; 2025Q2: 51,829 shares; 2025Q3: 59,734 shares 59,734 $2.07M 0.01% +7,905 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,046 shares; 2024Q4: 45,074 shares; 2025Q1: 45,397 shares; 2025Q2: 47,003 shares; 2025Q3: 48,656 shares 48,656 $2.06M 0.01% +1,653 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,854 shares; 2025Q1: 4,081 shares; 2025Q2: 15,764 shares; 2025Q3: 27,739 shares 27,739 $2.06M 0.01% +11,975 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,267 shares; 2024Q4: 14,639 shares; 2025Q1: 15,952 shares; 2025Q2: 16,371 shares; 2025Q3: 16,904 shares 16,904 $2.05M 0.01% +533 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,448 shares; 2024Q4: 50,446 shares; 2025Q1: 49,231 shares; 2025Q2: 39,977 shares; 2025Q3: 43,052 shares 43,052 $2.05M 0.01% +3,075 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 263 shares; 2025Q3: 40,024 shares 40,024 $2.04M 0.01% +39,761 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,912 shares; 2024Q4: 248,133 shares; 2025Q1: 253,257 shares; 2025Q2: 254,515 shares; 2025Q3: 118,185 shares 118,185 $2.04M 0.01% -136,330 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,867 shares; 2025Q2: 55,456 shares; 2025Q3: 57,795 shares 57,795 $2.03M 0.01% +2,339 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: 5,524 shares; 2024Q4: 7,755 shares; 2025Q1: 7,269 shares; 2025Q2: 35,937 shares; 2025Q3: 38,161 shares 38,161 $2.03M 0.01% +2,224 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,743 shares; 2024Q4: 53,014 shares; 2025Q1: 60,240 shares; 2025Q2: 67,399 shares; 2025Q3: 76,520 shares 76,520 $2.02M 0.01% +9,121 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 8,843 shares; 2025Q1: 8,592 shares; 2025Q2: 8,493 shares; 2025Q3: 11,397 shares 11,397 $2.02M 0.01% +2,904 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,722 shares; 2024Q4: 100,589 shares; 2025Q1: 121,511 shares; 2025Q2: 129,941 shares; 2025Q3: 133,596 shares 133,596 $2M 0.01% +3,655 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: 50,817 shares; 2024Q4: 53,772 shares; 2025Q1: 33,582 shares; 2025Q2: 36,667 shares; 2025Q3: 37,745 shares 37,745 $1.99M 0.01% +1,078 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: 7,458 shares; 2024Q4: 7,630 shares; 2025Q1: 6,200 shares; 2025Q2: 6,150 shares; 2025Q3: 3,512 shares 3,512 $1.99M 0.01% -2,638 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,201 shares; 2025Q1: 4,147 shares; 2025Q2: 5,299 shares; 2025Q3: 6,431 shares 6,431 $1.99M 0.01% +1,132 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 7,717 shares; 2025Q3: 66,753 shares 66,753 $1.99M 0.01% +59,036 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,055 shares; 2024Q4: 27,587 shares; 2025Q1: 27,417 shares; 2025Q2: 42,666 shares; 2025Q3: 50,163 shares 50,163 $1.98M 0.01% +7,497 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,161 shares; 2024Q4: 15,657 shares; 2025Q1: 15,966 shares; 2025Q2: 15,162 shares; 2025Q3: 16,719 shares 16,719 $1.97M 0.01% +1,557 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 4,727 shares; 2025Q1: 1,958 shares; 2025Q2: 1,608 shares; 2025Q3: 6,266 shares 6,266 $1.97M 0.01% +4,658 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: 7,834 shares; 2024Q4: 8,213 shares; 2025Q1: 8,225 shares; 2025Q2: 8,431 shares; 2025Q3: 8,840 shares 8,840 $1.96M 0.01% +409 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,601 shares; 2024Q4: 34,133 shares; 2025Q1: 34,179 shares; 2025Q2: 33,194 shares; 2025Q3: 32,836 shares 32,836 $1.96M 0.01% -358 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,870 shares; 2024Q4: 154,410 shares; 2025Q1: 154,502 shares; 2025Q2: 160,860 shares; 2025Q3: 155,984 shares 155,984 $1.96M 0.01% -4,876 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE 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: 111,496 shares; 2025Q3: 111,764 shares 111,764 $1.95M 0.01% +268 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: 14,964 shares; 2024Q4: 15,364 shares; 2025Q1: 21,570 shares; 2025Q2: 23,793 shares; 2025Q3: 39,342 shares 39,342 $1.94M 0.01% +15,549 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,024 shares; 2025Q1: 13,126 shares; 2025Q2: 12,851 shares; 2025Q3: 13,045 shares 13,045 $1.94M 0.01% +194 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 11,030 shares; 2025Q1: 13,543 shares; 2025Q2: 11,626 shares; 2025Q3: 11,628 shares 11,628 $1.93M 0.01% +2 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 16,387 shares; 2025Q1: 16,387 shares; 2025Q2: 16,387 shares; 2025Q3: 16,387 shares 16,387 $1.92M 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 26,715 shares; 2025Q1: 26,481 shares; 2025Q2: 27,556 shares; 2025Q3: 26,520 shares 26,520 $1.91M 0.01% -1,036 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: 5,067 shares; 2024Q4: 10,099 shares; 2025Q1: 9,262 shares; 2025Q2: 25,752 shares; 2025Q3: 40,714 shares 40,714 $1.91M 0.01% +14,962 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,188 shares; 2024Q4: 28,381 shares; 2025Q1: 31,106 shares; 2025Q2: 32,806 shares; 2025Q3: 35,368 shares 35,368 $1.91M 0.01% +2,562 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 86,130 shares; 2025Q1: 37,405 shares; 2025Q2: 34,202 shares; 2025Q3: 41,003 shares 41,003 $1.9M 0.01% +6,801 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,620 shares; 2024Q4: 223,420 shares; 2025Q1: 250,390 shares; 2025Q2: 318,939 shares; 2025Q3: 311,706 shares 311,706 $1.9M 0.01% -7,233 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: 11,055 shares; 2024Q4: 13,118 shares; 2025Q1: 13,801 shares; 2025Q2: 13,763 shares; 2025Q3: 13,682 shares 13,682 $1.9M 0.01% -81 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,796 shares; 2024Q4: 22,055 shares; 2025Q1: 21,244 shares; 2025Q2: 21,418 shares; 2025Q3: 20,717 shares 20,717 $1.89M 0.01% -701 Timeline FFEB 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: 37,364 shares; 2024Q4: 39,485 shares; 2025Q1: 39,071 shares; 2025Q2: 34,271 shares; 2025Q3: 34,271 shares 34,271 $1.89M 0.01% 0 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 9,664 shares; 2025Q1: 30,689 shares; 2025Q2: 75,835 shares; 2025Q3: 120,933 shares 120,933 $1.89M 0.01% +45,098 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,133 shares; 2024Q4: 61,830 shares; 2025Q1: 61,432 shares; 2025Q2: 60,637 shares; 2025Q3: 58,354 shares 58,354 $1.88M 0.01% -2,283 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,362 shares; 2024Q4: 24,530 shares; 2025Q1: 19,941 shares; 2025Q2: 21,464 shares; 2025Q3: 22,095 shares 22,095 $1.87M 0.01% +631 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: 3,174 shares; 2024Q4: 11,104 shares; 2025Q1: 8,479 shares; 2025Q2: 8,707 shares; 2025Q3: 11,930 shares 11,930 $1.87M 0.01% +3,223 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 6,385 shares; 2025Q1: 6,558 shares; 2025Q2: 6,884 shares; 2025Q3: 7,156 shares 7,156 $1.87M 0.01% +272 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: 1,065 shares; 2024Q4: 1,655 shares; 2025Q1: 3,344 shares; 2025Q2: 4,729 shares; 2025Q3: 17,782 shares 17,782 $1.87M 0.01% +13,053 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: not reported; 2024Q4: not reported; 2025Q1: 10,091 shares; 2025Q2: 14,612 shares; 2025Q3: 16,275 shares 16,275 $1.86M 0.01% +1,663 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,056 shares; 2024Q4: 578,438 shares; 2025Q1: 576,211 shares; 2025Q2: 575,687 shares; 2025Q3: 36,578 shares 36,578 $1.84M 0.01% -539,109 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,375 shares; 2024Q4: 22,352 shares; 2025Q1: 22,258 shares; 2025Q2: 20,341 shares; 2025Q3: 23,612 shares 23,612 $1.84M 0.01% +3,271 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: 8,725 shares; 2024Q4: 5,571 shares; 2025Q1: 2,301 shares; 2025Q2: 2,247 shares; 2025Q3: 3,359 shares 3,359 $1.84M 0.01% +1,112 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,859 shares; 2025Q1: 1,888 shares; 2025Q2: 1,875 shares; 2025Q3: 1,960 shares 1,960 $1.83M 0.01% +85 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: 3,625 shares; 2024Q4: 3,924 shares; 2025Q1: 4,683 shares; 2025Q2: 5,172 shares; 2025Q3: 5,633 shares 5,633 $1.82M 0.01% +461 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,806 shares; 2024Q4: 27,088 shares; 2025Q1: 29,638 shares; 2025Q2: 28,389 shares; 2025Q3: 28,663 shares 28,663 $1.82M 0.01% +274 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 17,443 shares; 2025Q1: 42,693 shares; 2025Q2: 47,156 shares; 2025Q3: 50,536 shares 50,536 $1.81M 0.01% +3,380 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 18,154 shares; 2025Q1: 19,315 shares; 2025Q2: 47,425 shares; 2025Q3: 71,843 shares 71,843 $1.81M 0.01% +24,418 SCHF 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: 31,814 shares; 2024Q4: 63,739 shares; 2025Q1: 72,214 shares; 2025Q2: 74,834 shares; 2025Q3: 77,449 shares 77,449 $1.8M 0.01% +2,615 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: 12,814 shares; 2024Q4: 12,403 shares; 2025Q1: 12,543 shares; 2025Q2: 12,769 shares; 2025Q3: 13,671 shares 13,671 $1.79M 0.01% +902 Timeline SMOT 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: 42,899 shares; 2024Q4: 49,728 shares; 2025Q1: 49,996 shares; 2025Q2: 49,046 shares; 2025Q3: 49,703 shares 49,703 $1.79M 0.01% +657 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: 21,410 shares; 2024Q4: 31,802 shares; 2025Q1: 41,883 shares; 2025Q2: 19,391 shares; 2025Q3: 18,065 shares 18,065 $1.79M 0.01% -1,326 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,311 shares; 2024Q4: 163,567 shares; 2025Q1: 157,882 shares; 2025Q2: 154,881 shares; 2025Q3: 149,427 shares 149,427 $1.79M 0.01% -5,454 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 56,607 shares; 2025Q1: 46,516 shares; 2025Q2: 39,353 shares; 2025Q3: 182,302 shares 182,302 $1.78M 0.01% +142,949 Timeline FSEP 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: 22,321 shares; 2024Q4: 22,321 shares; 2025Q1: 33,141 shares; 2025Q2: 35,425 shares; 2025Q3: 35,225 shares 35,225 $1.78M 0.01% -200 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,160 shares; 2025Q2: 19,225 shares; 2025Q3: 19,335 shares 19,335 $1.77M 0.01% +110 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,014 shares 34,014 $1.77M 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: 22,077 shares; 2024Q4: 24,740 shares; 2025Q1: 22,432 shares; 2025Q2: 22,649 shares; 2025Q3: 20,110 shares 20,110 $1.76M 0.01% -2,539 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,864 shares; 2025Q1: 6,869 shares; 2025Q2: 7,067 shares; 2025Q3: 6,764 shares 6,764 $1.75M 0.01% -303 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,393 shares; 2024Q4: 28,435 shares; 2025Q1: 29,413 shares; 2025Q2: 27,163 shares; 2025Q3: 26,281 shares 26,281 $1.75M 0.01% -882 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,376 shares; 2024Q4: 54,631 shares; 2025Q1: 46,687 shares; 2025Q2: 42,729 shares; 2025Q3: 39,686 shares 39,686 $1.75M 0.01% -3,043 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,545 shares; 2024Q4: 34,910 shares; 2025Q1: 29,130 shares; 2025Q2: 25,131 shares; 2025Q3: 18,107 shares 18,107 $1.75M 0.01% -7,024 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,906 shares; 2024Q4: 16,922 shares; 2025Q1: 17,285 shares; 2025Q2: 17,849 shares; 2025Q3: 19,216 shares 19,216 $1.72M 0.01% +1,367 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,798 shares; 2024Q4: 38,811 shares; 2025Q1: 43,982 shares; 2025Q2: 39,083 shares; 2025Q3: 33,942 shares 33,942 $1.72M 0.01% -5,141 Timeline USSG 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: 21,581 shares; 2024Q4: 21,581 shares; 2025Q1: 21,581 shares; 2025Q2: 27,318 shares; 2025Q3: 27,948 shares 27,948 $1.71M 0.01% +630 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,342 shares; 2024Q4: 122,793 shares; 2025Q1: 136,801 shares; 2025Q2: 140,951 shares; 2025Q3: 140,869 shares 140,869 $1.71M 0.01% -82 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: 19,203 shares; 2024Q4: 20,411 shares; 2025Q1: 21,090 shares; 2025Q2: 20,379 shares; 2025Q3: 20,795 shares 20,795 $1.71M 0.01% +416 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,575 shares; 2024Q4: 17,393 shares; 2025Q1: 16,027 shares; 2025Q2: 16,036 shares; 2025Q3: 16,897 shares 16,897 $1.71M 0.01% +861 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,180 shares; 2024Q4: 26,554 shares; 2025Q1: 29,684 shares; 2025Q2: 33,987 shares; 2025Q3: 42,293 shares 42,293 $1.71M 0.01% +8,306 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,711 shares; 2025Q3: 55,593 shares 55,593 $1.69M 0.01% +3,882 Timeline GOCT 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: 88,162 shares; 2024Q4: 87,970 shares; 2025Q1: 64,173 shares; 2025Q2: 48,714 shares; 2025Q3: 44,134 shares 44,134 $1.69M 0.01% -4,580 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,443 shares; 2024Q4: 11,063 shares; 2025Q1: 12,983 shares; 2025Q2: 12,821 shares; 2025Q3: 6,862 shares 6,862 $1.69M 0.01% -5,959 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 14,313 shares; 2025Q1: 9,178 shares; 2025Q2: 8,889 shares; 2025Q3: 8,896 shares 8,896 $1.69M 0.01% +7 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,282 shares; 2024Q4: 82,700 shares; 2025Q1: 76,155 shares; 2025Q2: 76,055 shares; 2025Q3: 137,629 shares 137,629 $1.68M 0.01% +61,574 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,474 shares; 2024Q4: 50,798 shares; 2025Q1: 50,948 shares; 2025Q2: 53,105 shares; 2025Q3: 53,855 shares 53,855 $1.67M 0.01% +750 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 5,760 shares; 2025Q1: 5,599 shares; 2025Q2: 5,516 shares; 2025Q3: 5,828 shares 5,828 $1.67M 0.01% +312 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,391 shares; 2024Q4: 13,042 shares; 2025Q1: 13,140 shares; 2025Q2: 13,563 shares; 2025Q3: 14,380 shares 14,380 $1.67M 0.01% +817 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,489 shares; 2024Q4: 16,632 shares; 2025Q1: 16,454 shares; 2025Q2: 17,285 shares; 2025Q3: 16,586 shares 16,586 $1.67M 0.01% -699 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 12,458 shares; 2025Q1: 14,058 shares; 2025Q2: 14,580 shares; 2025Q3: 14,986 shares 14,986 $1.66M 0.01% +406 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,412 shares; 2024Q4: 26,945 shares; 2025Q1: 30,545 shares; 2025Q2: 31,653 shares; 2025Q3: 31,539 shares 31,539 $1.65M 0.01% -114 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,296 shares; 2024Q4: 38,652 shares; 2025Q1: 39,437 shares; 2025Q2: 40,625 shares; 2025Q3: 41,290 shares 41,290 $1.65M 0.01% +665 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,545 shares; 2024Q4: 56,490 shares; 2025Q1: 53,917 shares; 2025Q2: 59,867 shares; 2025Q3: 69,891 shares 69,891 $1.65M 0.01% +10,024 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 577 shares; 2025Q1: 35,246 shares; 2025Q2: 38,800 shares; 2025Q3: 45,494 shares 45,494 $1.64M 0.01% +6,694 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,204 shares; 2024Q4: 16,859 shares; 2025Q1: 16,855 shares; 2025Q2: 15,711 shares; 2025Q3: 18,099 shares 18,099 $1.64M 0.01% +2,388 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 3,300 shares; 2025Q2: 2,600 shares; 2025Q3: 5,293 shares 5,293 $1.64M 0.01% +2,693 Timeline SPD 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: 41,493 shares; 2024Q4: 41,493 shares; 2025Q1: 41,493 shares; 2025Q2: 41,493 shares; 2025Q3: 41,493 shares 41,493 $1.64M 0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,779 shares; 2024Q4: 41,744 shares; 2025Q1: 44,641 shares; 2025Q2: 44,699 shares; 2025Q3: 44,977 shares 44,977 $1.64M 0.01% +278 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,422 shares; 2024Q4: 5,547 shares; 2025Q1: 14,402 shares; 2025Q2: 15,352 shares; 2025Q3: 12,033 shares 12,033 $1.63M 0.01% -3,319 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,972 shares; 2024Q4: 19,133 shares; 2025Q1: 19,341 shares; 2025Q2: 19,744 shares; 2025Q3: 32,489 shares 32,489 $1.61M 0.01% +12,745 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 6,574 shares; 2025Q1: 5,929 shares; 2025Q2: 5,164 shares; 2025Q3: 5,217 shares 5,217 $1.6M 0.01% +53 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,711 shares; 2024Q4: 4,092 shares; 2025Q1: 3,166 shares; 2025Q2: 3,172 shares; 2025Q3: 3,228 shares 3,228 $1.59M 0.01% +56 Timeline FENI 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: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 3,259 shares; 2025Q2: 37,024 shares; 2025Q3: 44,698 shares 44,698 $1.58M 0.01% +7,674 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: 720 shares; 2024Q4: 1,765 shares; 2025Q1: 2,256 shares; 2025Q2: 1,802 shares; 2025Q3: 1,906 shares 1,906 $1.57M 0.01% +104 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: 67,318 shares; 2025Q2: 2,257 shares; 2025Q3: 2,188 shares 2,188 $1.57M 0.01% -69 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,256 shares; 2025Q1: 10,098 shares; 2025Q2: 13,899 shares; 2025Q3: 18,107 shares 18,107 $1.57M 0.01% +4,208 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: 21,968 shares; 2024Q4: 34,559 shares; 2025Q1: 29,913 shares; 2025Q2: 31,487 shares; 2025Q3: 32,964 shares 32,964 $1.57M 0.01% +1,477 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,389 shares; 2024Q4: 9,149 shares; 2025Q1: 9,377 shares; 2025Q2: 8,414 shares; 2025Q3: 6,516 shares 6,516 $1.57M 0.01% -1,898 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,978 shares; 2024Q4: 29,744 shares; 2025Q1: 29,594 shares; 2025Q2: 32,294 shares; 2025Q3: 31,715 shares 31,715 $1.56M 0.01% -579 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,014 shares; 2024Q4: 161,577 shares; 2025Q1: 104,218 shares; 2025Q2: 123,554 shares; 2025Q3: 137,073 shares 137,073 $1.56M 0.01% +13,519 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 12,192 shares; 2025Q1: 12,192 shares; 2025Q2: 30,478 shares; 2025Q3: 36,197 shares 36,197 $1.56M 0.01% +5,719 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,174 shares; 2025Q1: 6,174 shares; 2025Q2: 6,176 shares; 2025Q3: 6,172 shares 6,172 $1.56M 0.01% -4 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,652 shares; 2024Q4: 28,472 shares; 2025Q1: 24,116 shares; 2025Q2: 24,037 shares; 2025Q3: 24,078 shares 24,078 $1.56M 0.01% +41 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,110 shares; 2024Q4: 173,233 shares; 2025Q1: 179,465 shares; 2025Q2: 123,693 shares; 2025Q3: 123,387 shares 123,387 $1.55M 0.01% -306 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: not reported; 2024Q4: 12,988 shares; 2025Q1: 37,492 shares; 2025Q2: 33,948 shares; 2025Q3: 28,127 shares 28,127 $1.55M 0.01% -5,821 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 12,844 shares; 2025Q1: 30,264 shares; 2025Q2: 22,330 shares; 2025Q3: 31,026 shares 31,026 $1.55M 0.01% +8,696 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,888 shares; 2024Q4: 106,595 shares; 2025Q1: 111,070 shares; 2025Q2: 113,920 shares; 2025Q3: 115,418 shares 115,418 $1.54M 0.01% +1,498 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 13,155 shares; 2025Q1: 16,155 shares; 2025Q2: 32,000 shares; 2025Q3: 59,890 shares 59,890 $1.54M 0.01% +27,890 Timeline KKR & CO INC 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 25,975 shares; 2025Q3: 29,384 shares 29,384 $1.54M 0.01% +3,409 ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 24,451 shares; 2025Q1: 285,077 shares; 2025Q2: 306,392 shares; 2025Q3: 53,137 shares 53,137 $1.54M 0.01% -253,255 Timeline PPH 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: 6,830 shares; 2024Q4: 21,738 shares; 2025Q1: 16,161 shares; 2025Q2: 16,161 shares; 2025Q3: 16,973 shares 16,973 $1.53M 0.01% +812 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,395 shares; 2024Q4: 27,824 shares; 2025Q1: 35,127 shares; 2025Q2: 35,695 shares; 2025Q3: 42,515 shares 42,515 $1.53M 0.01% +6,820 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 2,028 shares; 2025Q1: 2,487 shares; 2025Q2: 2,446 shares; 2025Q3: 2,426 shares 2,426 $1.53M 0.01% -20 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,916 shares; 2024Q4: 80,990 shares; 2025Q1: 82,323 shares; 2025Q2: 81,808 shares; 2025Q3: 79,003 shares 79,003 $1.53M 0.01% -2,805 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,710 shares; 2024Q4: 28,650 shares; 2025Q1: 36,162 shares; 2025Q2: 26,711 shares; 2025Q3: 26,242 shares 26,242 $1.53M 0.01% -469 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,806 shares; 2024Q4: 33,560 shares; 2025Q1: 31,327 shares; 2025Q2: 25,284 shares; 2025Q3: 25,341 shares 25,341 $1.53M 0.01% +57 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 7,758 shares; 2025Q1: 8,050 shares; 2025Q2: 8,126 shares; 2025Q3: 7,899 shares 7,899 $1.53M 0.01% -227 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,230 shares; 2024Q4: 12,008 shares; 2025Q1: 10,819 shares; 2025Q2: 10,080 shares; 2025Q3: 13,539 shares 13,539 $1.51M 0.01% +3,459 Timeline IMTB 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: 15,150 shares; 2025Q2: 19,948 shares; 2025Q3: 34,161 shares 34,161 $1.51M 0.01% +14,213 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,150 shares; 2024Q4: 33,018 shares; 2025Q1: 29,058 shares; 2025Q2: 29,240 shares; 2025Q3: 29,316 shares 29,316 $1.5M 0.01% +76 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: 22,750 shares; 2024Q4: 23,244 shares; 2025Q1: 22,794 shares; 2025Q2: 22,293 shares; 2025Q3: 22,421 shares 22,421 $1.5M 0.01% +128 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 23,192 shares; 2025Q1: 25,492 shares; 2025Q2: 22,367 shares; 2025Q3: 23,392 shares 23,392 $1.5M 0.01% +1,025 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,815 shares; 2025Q1: 35,911 shares; 2025Q2: 40,134 shares; 2025Q3: 39,910 shares 39,910 $1.5M 0.01% -224 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,168 shares; 2025Q1: 5,373 shares; 2025Q2: 5,655 shares; 2025Q3: 16,791 shares 16,791 $1.49M 0.01% +11,136 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: 88,423 shares; 2024Q4: 95,207 shares; 2025Q1: 109,239 shares; 2025Q2: 113,360 shares; 2025Q3: 117,427 shares 117,427 $1.49M 0.01% +4,067 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: 27,277 shares; 2024Q4: 25,260 shares; 2025Q1: 27,769 shares; 2025Q2: 30,178 shares; 2025Q3: 31,757 shares 31,757 $1.49M 0.01% +1,579 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,703 shares; 2024Q4: 71,820 shares; 2025Q1: 58,526 shares; 2025Q2: 60,236 shares; 2025Q3: 57,074 shares 57,074 $1.49M 0.01% -3,162 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,707 shares; 2024Q4: 30,985 shares; 2025Q1: 31,082 shares; 2025Q2: 31,318 shares; 2025Q3: 30,838 shares 30,838 $1.48M 0.01% -480 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,960 shares; 2025Q1: 2,861 shares; 2025Q2: 2,749 shares; 2025Q3: 3,111 shares 3,111 $1.48M 0.01% +362 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,104 shares; 2024Q4: 114,357 shares; 2025Q1: 126,108 shares; 2025Q2: 115,592 shares; 2025Q3: 118,285 shares 118,285 $1.48M 0.01% +2,693 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 38,050 shares; 2025Q1: 48,480 shares; 2025Q2: 128,180 shares; 2025Q3: 146,692 shares 146,692 $1.47M 0.01% +18,512 Timeline USVM 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: 8,303 shares; 2025Q3: 16,258 shares 16,258 $1.47M 0.01% +7,955 Timeline BBJP 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: 306 shares; 2024Q4: 13,525 shares; 2025Q1: 24,625 shares; 2025Q2: 23,532 shares; 2025Q3: 22,005 shares 22,005 $1.46M 0.01% -1,527 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 12,170 shares; 2025Q2: 23,124 shares; 2025Q3: 27,025 shares 27,025 $1.46M 0.01% +3,901 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 24,753 shares; 2025Q1: 28,746 shares; 2025Q2: 29,346 shares; 2025Q3: 29,041 shares 29,041 $1.46M 0.01% -305 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: 37,654 shares; 2025Q2: 41,486 shares; 2025Q3: 47,171 shares 47,171 $1.46M 0.01% +5,685 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 11,255 shares; 2025Q1: 11,592 shares; 2025Q2: 9,691 shares; 2025Q3: 10,295 shares 10,295 $1.46M 0.01% +604 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,089 shares; 2024Q4: 14,745 shares; 2025Q1: 11,994 shares; 2025Q2: 11,292 shares; 2025Q3: 12,643 shares 12,643 $1.45M 0.01% +1,351 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 50,205 shares; 2025Q1: 99,986 shares; 2025Q2: 78,567 shares; 2025Q3: 74,518 shares 74,518 $1.44M 0.01% -4,049 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,032 shares; 2025Q1: 3,732 shares; 2025Q2: 3,704 shares; 2025Q3: 3,789 shares 3,789 $1.44M 0.01% +85 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: 31,981 shares; 2024Q4: 31,712 shares; 2025Q1: 35,244 shares; 2025Q2: 35,019 shares; 2025Q3: 32,626 shares 32,626 $1.44M 0.01% -2,393 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,609 shares; 2025Q3: 17,436 shares 17,436 $1.43M 0.01% +4,827 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,143 shares; 2024Q4: 83,693 shares; 2025Q1: 84,477 shares; 2025Q2: 89,419 shares; 2025Q3: 90,727 shares 90,727 $1.43M 0.01% +1,308 Timeline ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,157 shares; 2025Q1: 10,912 shares; 2025Q2: 26,049 shares; 2025Q3: 28,559 shares 28,559 $1.42M 0.01% +2,510 GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,055 shares; 2025Q3: 42,956 shares 42,956 $1.42M 0.01% +30,901 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 3,783 shares; 2025Q1: 6,474 shares; 2025Q2: 12,789 shares; 2025Q3: 17,836 shares 17,836 $1.41M 0.01% +5,047 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 27,918 shares; 2025Q1: 28,301 shares; 2025Q2: 27,982 shares; 2025Q3: 32,414 shares 32,414 $1.4M 0.01% +4,432 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,786 shares; 2024Q4: 16,786 shares; 2025Q1: 20,286 shares; 2025Q2: 27,257 shares; 2025Q3: 27,497 shares 27,497 $1.4M 0.01% +240 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 16,782 shares; 2025Q1: 21,507 shares; 2025Q2: 20,585 shares; 2025Q3: 22,418 shares 22,418 $1.39M 0.01% +1,833 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,634 shares; 2025Q1: 6,200 shares; 2025Q2: 6,363 shares; 2025Q3: 6,311 shares 6,311 $1.39M 0.01% -52 Timeline PWRD 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: 1,255 shares; 2024Q4: 7,724 shares; 2025Q1: 9,254 shares; 2025Q2: 9,037 shares; 2025Q3: 14,144 shares 14,144 $1.38M 0.01% +5,107 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: 31,753 shares; 2024Q4: 31,439 shares; 2025Q1: 31,362 shares; 2025Q2: 30,787 shares; 2025Q3: 30,459 shares 30,459 $1.37M 0.01% -328 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: 8,761 shares; 2024Q4: 8,585 shares; 2025Q1: 10,732 shares; 2025Q2: 13,313 shares; 2025Q3: 13,261 shares 13,261 $1.37M 0.01% -52 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,852 shares; 2024Q4: 73,858 shares; 2025Q1: 70,458 shares; 2025Q2: 67,142 shares; 2025Q3: 65,165 shares 65,165 $1.37M 0.01% -1,977 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,230 shares; 2025Q1: 3,214 shares; 2025Q2: 3,981 shares; 2025Q3: 4,282 shares 4,282 $1.37M 0.01% +301 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,861 shares; 2024Q4: 15,682 shares; 2025Q1: 13,700 shares; 2025Q2: 12,166 shares; 2025Q3: 10,142 shares 10,142 $1.37M 0.01% -2,024 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 7,820 shares; 2025Q1: 8,192 shares; 2025Q2: 8,656 shares; 2025Q3: 10,145 shares 10,145 $1.36M 0.01% +1,489 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: 4,408 shares; 2024Q4: 5,131 shares; 2025Q1: 5,455 shares; 2025Q2: 4,744 shares; 2025Q3: 6,014 shares 6,014 $1.36M 0.01% +1,270 Timeline OILT TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS 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: 46,680 shares; 2025Q3: 58,264 shares 58,264 $1.35M 0.01% +11,584 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,704 shares; 2024Q4: 18,551 shares; 2025Q1: 18,990 shares; 2025Q2: 18,194 shares; 2025Q3: 18,952 shares 18,952 $1.35M 0.01% +758 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: 11,896 shares; 2024Q4: 11,916 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,176 shares 12,176 $1.35M 0.01% +84 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 2,047 shares; 2025Q1: 4,308 shares; 2025Q2: 5,000 shares; 2025Q3: 4,842 shares 4,842 $1.34M 0.01% -158 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: 15,449 shares; 2024Q4: 16,778 shares; 2025Q1: 19,228 shares; 2025Q2: 17,541 shares; 2025Q3: 16,583 shares 16,583 $1.34M 0.01% -958 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 5,039 shares; 2025Q1: 5,039 shares; 2025Q2: 44,016 shares; 2025Q3: 138,590 shares 138,590 $1.34M 0.01% +94,574 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 13,951 shares; 2025Q1: 14,096 shares; 2025Q2: 13,274 shares; 2025Q3: 13,262 shares 13,262 $1.33M 0.01% -12 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 5,856 shares; 2025Q1: 25,810 shares; 2025Q2: 38,449 shares; 2025Q3: 45,813 shares 45,813 $1.33M 0.01% +7,364 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 195 shares; 2025Q1: 57,340 shares; 2025Q2: 72,164 shares; 2025Q3: 61,560 shares 61,560 $1.33M 0.01% -10,604 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: 23,117 shares; 2024Q4: 26,037 shares; 2025Q1: 26,479 shares; 2025Q2: 24,363 shares; 2025Q3: 26,015 shares 26,015 $1.32M 0.01% +1,652 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,628 shares; 2024Q4: 68,814 shares; 2025Q1: 88,320 shares; 2025Q2: 100,237 shares; 2025Q3: 98,813 shares 98,813 $1.32M 0.01% -1,424 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,046 shares; 2024Q4: 54,182 shares; 2025Q1: 30,090 shares; 2025Q2: 30,771 shares; 2025Q3: 30,158 shares 30,158 $1.32M 0.01% -613 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,044 shares; 2025Q3: 145,511 shares 145,511 $1.32M 0.01% +5,467 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,112 shares; 2025Q3: 40,197 shares 40,197 $1.32M 0.01% -3,915 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: 23,735 shares; 2024Q4: 22,699 shares; 2025Q1: 20,626 shares; 2025Q2: 23,716 shares; 2025Q3: 21,913 shares 21,913 $1.32M 0.01% -1,803 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,810 shares; 2024Q4: 61,971 shares; 2025Q1: 126,313 shares; 2025Q2: 248,766 shares; 2025Q3: 249,352 shares 249,352 $1.31M 0.01% +586 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 21,702 shares; 2025Q1: 25,359 shares; 2025Q2: 26,631 shares; 2025Q3: 28,623 shares 28,623 $1.31M 0.01% +1,992 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,899 shares; 2024Q4: 101,797 shares; 2025Q1: 85,394 shares; 2025Q2: 87,925 shares; 2025Q3: 90,637 shares 90,637 $1.3M 0.01% +2,712 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 64,874 shares; 2025Q2: 40,418 shares; 2025Q3: 40,000 shares 40,000 $1.3M 0.01% -418 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,222 shares; 2024Q4: 49,419 shares; 2025Q1: 52,530 shares; 2025Q2: 53,253 shares; 2025Q3: 41,630 shares 41,630 $1.29M 0.01% -11,623 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,535 shares; 2024Q4: 17,461 shares; 2025Q1: 18,341 shares; 2025Q2: 17,739 shares; 2025Q3: 17,997 shares 17,997 $1.29M 0.01% +258 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: 153,401 shares; 2025Q3: 155,501 shares 155,501 $1.29M 0.01% +2,100 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,790 shares; 2024Q4: 17,200 shares; 2025Q1: 283,604 shares; 2025Q2: 157,782 shares; 2025Q3: 31,653 shares 31,653 $1.28M 0.01% -126,129 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,575 shares; 2024Q4: 72,705 shares; 2025Q1: 72,905 shares; 2025Q2: 72,670 shares; 2025Q3: 70,630 shares 70,630 $1.28M 0.01% -2,040 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 9,101 shares; 2025Q1: 8,784 shares; 2025Q2: 8,749 shares; 2025Q3: 10,447 shares 10,447 $1.28M 0.01% +1,698 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,618 shares; 2024Q4: 48,450 shares; 2025Q1: 46,750 shares; 2025Q2: 22,183 shares; 2025Q3: 29,340 shares 29,340 $1.28M 0.01% +7,157 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: 12,606 shares; 2024Q4: 12,606 shares; 2025Q1: 11,006 shares; 2025Q2: 11,006 shares; 2025Q3: 10,929 shares 10,929 $1.28M 0.01% -77 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 11,548 shares; 2025Q1: 12,370 shares; 2025Q2: 16,351 shares; 2025Q3: 22,390 shares 22,390 $1.28M 0.01% +6,039 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 10,430 shares; 2025Q1: 10,325 shares; 2025Q2: 10,425 shares; 2025Q3: 10,167 shares 10,167 $1.28M 0.01% -258 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: 2,857 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 45,745 shares 45,745 $1.28M 0.01% +44,661 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: 36,611 shares; 2024Q4: 61,451 shares; 2025Q1: 62,814 shares; 2025Q2: 66,135 shares; 2025Q3: 65,290 shares 65,290 $1.27M 0.01% -845 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: 34,113 shares; 2024Q4: 25,612 shares; 2025Q1: 11,816 shares; 2025Q2: 9,493 shares; 2025Q3: 7,521 shares 7,521 $1.27M 0.01% -1,972 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,233 shares; 2024Q4: 42,662 shares; 2025Q1: 41,118 shares; 2025Q2: 36,530 shares; 2025Q3: 34,100 shares 34,100 $1.27M 0.01% -2,430 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,452 shares; 2024Q4: 24,989 shares; 2025Q1: 26,510 shares; 2025Q2: 27,168 shares; 2025Q3: 27,268 shares 27,268 $1.27M 0.01% +100 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 19,140 shares; 2025Q1: 201,762 shares; 2025Q2: 19,454 shares; 2025Q3: 17,464 shares 17,464 $1.26M 0.01% -1,990 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: 7,391 shares; 2024Q4: 8,520 shares; 2025Q1: 9,200 shares; 2025Q2: 10,412 shares; 2025Q3: 10,511 shares 10,511 $1.26M 0.01% +99 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,126 shares; 2024Q4: 180,627 shares; 2025Q1: 120,223 shares; 2025Q2: 118,675 shares; 2025Q3: 138,190 shares 138,190 $1.26M 0.01% +19,515 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 66,975 shares; 2025Q2: 45,577 shares; 2025Q3: 49,972 shares 49,972 $1.25M 0.01% +4,395 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,021 shares; 2024Q4: 31,347 shares; 2025Q1: 31,114 shares; 2025Q2: 32,998 shares; 2025Q3: 31,595 shares 31,595 $1.25M 0.01% -1,403 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,469 shares; 2025Q2: 69,389 shares; 2025Q3: 52,866 shares 52,866 $1.25M 0.01% -16,523 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 2,727 shares; 2025Q1: 1,969 shares; 2025Q2: 2,006 shares; 2025Q3: 10,414 shares 10,414 $1.25M 0.01% +8,408 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: 6,129 shares; 2024Q4: 5,861 shares; 2025Q1: 5,743 shares; 2025Q2: 6,342 shares; 2025Q3: 5,431 shares 5,431 $1.25M 0.01% -911 Timeline BLOK 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: 2,728 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 11,469 shares; 2025Q3: 18,528 shares 18,528 $1.24M 0.01% +7,059 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,297 shares; 2024Q4: 11,004 shares; 2025Q1: 15,252 shares; 2025Q2: 15,759 shares; 2025Q3: 15,527 shares 15,527 $1.24M 0.01% -232 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,813 shares; 2025Q1: 8,255 shares; 2025Q2: 8,431 shares; 2025Q3: 7,404 shares 7,404 $1.24M 0.01% -1,027 Timeline BSJR 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: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 28,113 shares; 2025Q3: 54,396 shares 54,396 $1.24M 0.01% +26,283 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,921 shares; 2024Q4: 30,667 shares; 2025Q1: 16,363 shares; 2025Q2: 8,404 shares; 2025Q3: 7,298 shares 7,298 $1.24M 0.01% -1,106 Timeline VDE 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: 9,485 shares; 2024Q4: 9,169 shares; 2025Q1: 13,911 shares; 2025Q2: 10,182 shares; 2025Q3: 9,822 shares 9,822 $1.24M 0.01% -360 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,276 shares; 2024Q4: 10,400 shares; 2025Q1: 31,187 shares; 2025Q2: 9,717 shares; 2025Q3: 9,800 shares 9,800 $1.24M 0.01% +83 Timeline BSCQ 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: 51,360 shares; 2024Q4: 49,646 shares; 2025Q1: 45,742 shares; 2025Q2: 43,007 shares; 2025Q3: 62,373 shares 62,373 $1.22M 0.01% +19,366 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,214 shares; 2024Q4: 94,575 shares; 2025Q1: 49,933 shares; 2025Q2: 51,624 shares; 2025Q3: 47,073 shares 47,073 $1.22M 0.01% -4,551 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 21,607 shares; 2025Q1: 21,616 shares; 2025Q2: 20,551 shares; 2025Q3: 19,197 shares 19,197 $1.22M 0.01% -1,354 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,546 shares; 2024Q4: 19,635 shares; 2025Q1: 19,635 shares; 2025Q2: 25,764 shares; 2025Q3: 27,831 shares 27,831 $1.21M 0.01% +2,067 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,621 shares 31,621 $1.21M 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,279 shares; 2024Q4: 313,208 shares; 2025Q1: 285,890 shares; 2025Q2: 48,272 shares; 2025Q3: 48,343 shares 48,343 $1.21M 0.01% +71 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 4,033 shares; 2025Q1: 4,471 shares; 2025Q2: 3,677 shares; 2025Q3: 8,515 shares 8,515 $1.2M 0.01% +4,838 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: 2,765 shares; 2024Q4: 2,772 shares; 2025Q1: 2,744 shares; 2025Q2: 2,723 shares; 2025Q3: 3,014 shares 3,014 $1.19M 0.01% +291 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,118 shares; 2024Q4: 172,326 shares; 2025Q1: 23,331 shares; 2025Q2: 21,580 shares; 2025Q3: 21,811 shares 21,811 $1.19M 0.01% +231 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 7,315 shares; 2025Q1: 8,066 shares; 2025Q2: 8,233 shares; 2025Q3: 8,464 shares 8,464 $1.19M 0.01% +231 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,835 shares; 2025Q1: 15,893 shares; 2025Q2: 16,200 shares; 2025Q3: 15,915 shares 15,915 $1.19M 0.01% -285 Timeline TLTW 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: 4,969 shares; 2024Q4: 3,635 shares; 2025Q1: 3,635 shares; 2025Q2: 2,185 shares; 2025Q3: 50,970 shares 50,970 $1.19M 0.01% +48,785 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 22,128 shares; 2025Q1: 22,939 shares; 2025Q2: 24,087 shares; 2025Q3: 21,560 shares 21,560 $1.19M 0.01% -2,527 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,200 shares; 2024Q4: 46,761 shares; 2025Q1: 48,303 shares; 2025Q2: 48,971 shares; 2025Q3: 49,650 shares 49,650 $1.19M 0.01% +679 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,202 shares; 2024Q4: 16,767 shares; 2025Q1: 21,755 shares; 2025Q2: 16,571 shares; 2025Q3: 16,394 shares 16,394 $1.19M 0.01% -177 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 14,551 shares; 2025Q1: 16,826 shares; 2025Q2: 20,204 shares; 2025Q3: 48,756 shares 48,756 $1.18M 0.01% +28,552 Timeline QDVO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,837 shares; 2025Q3: 40,456 shares 40,456 $1.17M 0.01% +37,619 Timeline CRBN 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: 6,034 shares; 2024Q4: 5,163 shares; 2025Q1: 5,163 shares; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares 5,163 $1.17M 0.01% 0 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,121 shares; 2025Q3: 53,649 shares 53,649 $1.17M 0.01% +24,528 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,415 shares; 2024Q4: 27,117 shares; 2025Q1: 26,795 shares; 2025Q2: 26,794 shares; 2025Q3: 26,972 shares 26,972 $1.16M 0.01% +178 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: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 21,076 shares; 2025Q2: 20,787 shares; 2025Q3: 20,814 shares 20,814 $1.16M 0.01% +27 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,412 shares; 2025Q1: 1,716 shares; 2025Q2: 1,826 shares; 2025Q3: 2,712 shares 2,712 $1.16M 0.01% +886 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 6,325 shares; 2025Q1: 6,718 shares; 2025Q2: 5,168 shares; 2025Q3: 5,447 shares 5,447 $1.15M 0.01% +279 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,668 shares; 2024Q4: 50,583 shares; 2025Q1: 47,000 shares; 2025Q2: 44,234 shares; 2025Q3: 48,689 shares 48,689 $1.15M 0.01% +4,455 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,935 shares; 2024Q4: 21,735 shares; 2025Q1: 34,529 shares; 2025Q2: 36,284 shares; 2025Q3: 34,722 shares 34,722 $1.14M 0.01% -1,562 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: 19,268 shares; 2024Q4: 19,184 shares; 2025Q1: 20,434 shares; 2025Q2: 21,278 shares; 2025Q3: 21,835 shares 21,835 $1.14M 0.01% +557 Timeline FEM 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: 43,425 shares; 2024Q4: 43,054 shares; 2025Q1: 41,916 shares; 2025Q2: 41,931 shares; 2025Q3: 41,942 shares 41,942 $1.14M 0.01% +11 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,040 shares; 2024Q4: 21,160 shares; 2025Q1: 20,763 shares; 2025Q2: 21,020 shares; 2025Q3: 26,694 shares 26,694 $1.14M 0.01% +5,674 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: 8,840 shares; 2024Q4: 8,745 shares; 2025Q1: 8,821 shares; 2025Q2: 8,820 shares; 2025Q3: 10,435 shares 10,435 $1.13M 0.01% +1,615 Timeline