IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,597 shares; 2025Q1: 74,833 shares; 2025Q2: 75,947 shares; 2025Q3: 87,276 shares; 2025Q4: 89,999 shares; 2026Q1: 83,972 shares; 2026Q2: 83,652 shares 83,652 $3.6M 0.04% -320 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,677 shares; 2025Q1: 13,870 shares; 2025Q2: 14,831 shares; 2025Q3: 13,226 shares; 2025Q4: 10,971 shares; 2026Q1: 7,708 shares; 2026Q2: 6,426 shares 6,426 $3.6M 0.04% -1,282 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,173 shares; 2025Q4: 16,887 shares; 2026Q1: 13,943 shares; 2026Q2: 18,172 shares 18,172 $3.58M 0.04% +4,229 Timeline AFLG 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; 2024Q3: restricted; 2024Q4: 40,112 shares; 2025Q1: 61,070 shares; 2025Q2: 65,643 shares; 2025Q3: 67,210 shares; 2025Q4: 65,957 shares; 2026Q1: 83,080 shares; 2026Q2: 82,181 shares 82,181 $3.57M 0.04% -899 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,794 shares; 2025Q1: 19,999 shares; 2025Q2: 20,110 shares; 2025Q3: 17,362 shares; 2025Q4: 16,307 shares; 2026Q1: 14,360 shares; 2026Q2: 12,538 shares 12,538 $3.53M 0.04% -1,822 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,712 shares; 2025Q1: 40,292 shares; 2025Q2: 42,769 shares; 2025Q3: 41,983 shares; 2025Q4: 41,042 shares; 2026Q1: 37,581 shares; 2026Q2: 36,380 shares 36,380 $3.52M 0.04% -1,201 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,878 shares; 2025Q1: 81,398 shares; 2025Q2: 108,128 shares; 2025Q3: 116,093 shares; 2025Q4: 143,242 shares; 2026Q1: 152,103 shares; 2026Q2: 168,379 shares 168,379 $3.51M 0.04% +16,276 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138,431 shares; 2025Q1: 147,214 shares; 2025Q2: 147,889 shares; 2025Q3: 174,899 shares; 2025Q4: 194,398 shares; 2026Q1: 199,003 shares; 2026Q2: 133,156 shares 133,156 $3.51M 0.04% -65,847 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,075 shares; 2025Q1: 11,842 shares; 2025Q2: 11,872 shares; 2025Q3: 11,962 shares; 2025Q4: 8,475 shares; 2026Q1: 8,895 shares; 2026Q2: 7,706 shares 7,706 $3.49M 0.03% -1,189 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,606 shares; 2025Q1: 6,717 shares; 2025Q2: 7,003 shares; 2025Q3: 7,421 shares; 2025Q4: 9,809 shares; 2026Q1: 18,499 shares; 2026Q2: 17,467 shares 17,467 $3.49M 0.03% -1,032 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; 2024Q3: restricted; 2024Q4: 7,443 shares; 2025Q1: 7,604 shares; 2025Q2: 9,633 shares; 2025Q3: 7,384 shares; 2025Q4: 48,824 shares; 2026Q1: 73,952 shares; 2026Q2: 78,406 shares 78,406 $3.49M 0.03% +4,454 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,342 shares; 2025Q1: 8,100 shares; 2025Q2: 2,479 shares; 2025Q3: 9,148 shares; 2025Q4: 8,956 shares; 2026Q1: 18,099 shares; 2026Q2: 23,821 shares 23,821 $3.49M 0.03% +5,722 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,321 shares; 2025Q1: 4,556 shares; 2025Q2: 21,321 shares; 2025Q3: 22,512 shares; 2025Q4: 28,650 shares; 2026Q1: 13,886 shares; 2026Q2: 27,044 shares 27,044 $3.46M 0.03% +13,158 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,857 shares; 2025Q1: 34,830 shares; 2025Q2: 39,139 shares; 2025Q3: 38,078 shares; 2025Q4: 41,141 shares; 2026Q1: 39,285 shares; 2026Q2: 40,698 shares 40,698 $3.44M 0.03% +1,413 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,048 shares; 2025Q1: 40,315 shares; 2025Q2: 39,307 shares; 2025Q3: 40,138 shares; 2025Q4: 39,548 shares; 2026Q1: 39,457 shares; 2026Q2: 39,169 shares 39,169 $3.44M 0.03% -288 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; 2024Q3: restricted; 2024Q4: 17,816 shares; 2025Q1: 24,100 shares; 2025Q2: 26,775 shares; 2025Q3: 26,127 shares; 2025Q4: 24,069 shares; 2026Q1: 12,799 shares; 2026Q2: 14,343 shares 14,343 $3.43M 0.03% +1,544 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 15,123 shares; 2025Q3: 26,604 shares; 2025Q4: 20,043 shares; 2026Q1: 49,924 shares; 2026Q2: 57,274 shares 57,274 $3.42M 0.03% +7,350 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,191 shares; 2026Q2: 93,420 shares 93,420 $3.4M 0.03% +85,229 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,507 shares; 2025Q1: 25,258 shares; 2025Q2: 36,007 shares; 2025Q3: 19,040 shares; 2025Q4: 22,029 shares; 2026Q1: 27,257 shares; 2026Q2: 41,324 shares 41,324 $3.39M 0.03% +14,067 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,082 shares; 2025Q3: 61,272 shares; 2025Q4: 79,656 shares; 2026Q1: 82,598 shares; 2026Q2: 84,489 shares 84,489 $3.38M 0.03% +1,891 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,016 shares; 2025Q1: 1,566 shares; 2025Q2: 1,611 shares; 2025Q3: 1,574 shares; 2025Q4: 1,613 shares; 2026Q1: 1,601 shares; 2026Q2: 1,719 shares 1,719 $3.36M 0.03% +118 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,221 shares; 2026Q2: 77,228 shares 77,228 $3.35M 0.03% -7,993 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,463 shares; 2025Q1: 28,664 shares; 2025Q2: 33,751 shares; 2025Q3: 36,662 shares; 2025Q4: 36,667 shares; 2026Q1: 35,962 shares; 2026Q2: 31,002 shares 31,002 $3.35M 0.03% -4,960 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,929 shares; 2025Q1: 42,330 shares; 2025Q2: 41,914 shares; 2025Q3: 43,882 shares; 2025Q4: 44,424 shares; 2026Q1: 43,743 shares; 2026Q2: 50,446 shares 50,446 $3.34M 0.03% +6,703 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; 2024Q3: restricted; 2024Q4: 112,831 shares; 2025Q1: 176,803 shares; 2025Q2: 214,147 shares; 2025Q3: 208,274 shares; 2025Q4: 175,965 shares; 2026Q1: 227,320 shares; 2026Q2: 128,615 shares 128,615 $3.34M 0.03% -98,705 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,728 shares; 2025Q1: 2,260 shares; 2025Q2: 1,596 shares; 2025Q3: 1,557 shares; 2025Q4: 15,873 shares; 2026Q1: 16,681 shares; 2026Q2: 17,514 shares 17,514 $3.33M 0.03% +833 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,332 shares; 2025Q1: 47,476 shares; 2025Q2: 46,974 shares; 2025Q3: 42,392 shares; 2025Q4: 43,666 shares; 2026Q1: 43,061 shares; 2026Q2: 43,503 shares 43,503 $3.32M 0.03% +442 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,668 shares; 2025Q1: 7,240 shares; 2025Q2: 6,769 shares; 2025Q3: 7,656 shares; 2025Q4: 7,244 shares; 2026Q1: 6,870 shares; 2026Q2: 9,238 shares 9,238 $3.32M 0.03% +2,368 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,092 shares; 2025Q1: 21,146 shares; 2025Q2: 16,423 shares; 2025Q3: 14,185 shares; 2025Q4: 13,988 shares; 2026Q1: 24,918 shares; 2026Q2: 32,506 shares 32,506 $3.31M 0.03% +7,588 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; 2024Q3: restricted; 2024Q4: 15,831 shares; 2025Q1: 12,919 shares; 2025Q2: 10,421 shares; 2025Q3: 5,880 shares; 2025Q4: 7,907 shares; 2026Q1: 9,529 shares; 2026Q2: 12,297 shares 12,297 $3.3M 0.03% +2,768 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,187 shares; 2025Q1: 133,575 shares; 2025Q2: 133,145 shares; 2025Q3: 157,923 shares; 2025Q4: 185,076 shares; 2026Q1: 203,758 shares; 2026Q2: 161,780 shares 161,780 $3.29M 0.03% -41,978 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,885 shares; 2025Q1: 32,880 shares; 2025Q2: 35,308 shares; 2025Q3: 37,696 shares; 2025Q4: 37,748 shares; 2026Q1: 39,132 shares; 2026Q2: 39,310 shares 39,310 $3.29M 0.03% +178 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,165 shares; 2025Q1: 16,760 shares; 2025Q2: 17,829 shares; 2025Q3: 16,781 shares; 2025Q4: 13,606 shares; 2026Q1: 12,121 shares; 2026Q2: 52,950 shares 52,950 $3.29M 0.03% +40,829 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,280 shares; 2025Q1: 90,251 shares; 2025Q2: 90,016 shares; 2025Q3: 93,422 shares; 2025Q4: 101,636 shares; 2026Q1: 103,789 shares; 2026Q2: 90,094 shares 90,094 $3.27M 0.03% -13,695 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,952 shares; 2025Q1: 33,590 shares; 2025Q2: 38,030 shares; 2025Q3: 42,234 shares; 2025Q4: 36,816 shares; 2026Q1: 32,713 shares; 2026Q2: 57,928 shares 57,928 $3.26M 0.03% +25,215 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180,842 shares; 2025Q1: 120,137 shares; 2025Q2: 115,102 shares; 2025Q3: 112,463 shares; 2025Q4: 119,401 shares; 2026Q1: 121,103 shares; 2026Q2: 105,888 shares 105,888 $3.24M 0.03% -15,215 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; 2024Q3: restricted; 2024Q4: 584,222 shares; 2025Q1: 586,431 shares; 2025Q2: 536,175 shares; 2025Q3: 495,265 shares; 2025Q4: 512,188 shares; 2026Q1: 75,145 shares; 2026Q2: 74,298 shares 74,298 $3.24M 0.03% -847 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; 2024Q3: restricted; 2024Q4: 26,599 shares; 2025Q1: 19,038 shares; 2025Q2: 22,921 shares; 2025Q3: 23,897 shares; 2025Q4: 21,971 shares; 2026Q1: 24,683 shares; 2026Q2: 24,612 shares 24,612 $3.24M 0.03% -71 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,052 shares; 2025Q1: 16,381 shares; 2025Q2: 130,195 shares; 2025Q3: 125,995 shares; 2025Q4: 117,647 shares; 2026Q1: 23,724 shares; 2026Q2: 20,000 shares 20,000 $3.23M 0.03% -3,724 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,396 shares; 2025Q1: 55,792 shares; 2025Q2: 50,685 shares; 2025Q3: 13,575 shares; 2025Q4: 11,471 shares; 2026Q1: 15,450 shares; 2026Q2: 18,610 shares 18,610 $3.23M 0.03% +3,160 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,253 shares; 2025Q1: 23,601 shares; 2025Q2: 21,156 shares; 2025Q3: 17,624 shares; 2025Q4: 17,704 shares; 2026Q1: 18,413 shares; 2026Q2: 19,061 shares 19,061 $3.22M 0.03% +648 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; 2024Q3: restricted; 2024Q4: 15,960 shares; 2025Q1: 10,966 shares; 2025Q2: 9,663 shares; 2025Q3: 9,082 shares; 2025Q4: 9,324 shares; 2026Q1: 8,329 shares; 2026Q2: 7,020 shares 7,020 $3.22M 0.03% -1,309 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,125 shares; 2025Q1: 62,825 shares; 2025Q2: 50,789 shares; 2025Q3: 105,352 shares; 2025Q4: 78,018 shares; 2026Q1: 60,932 shares; 2026Q2: 64,450 shares 64,450 $3.18M 0.03% +3,518 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,438 shares; 2025Q1: 10,970 shares; 2025Q2: 11,104 shares; 2025Q3: 10,527 shares; 2025Q4: 10,140 shares; 2026Q1: 11,269 shares; 2026Q2: 12,312 shares 12,312 $3.18M 0.03% +1,043 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; 2024Q3: restricted; 2024Q4: 11,367 shares; 2025Q1: 11,798 shares; 2025Q2: 10,707 shares; 2025Q3: 16,636 shares; 2025Q4: 15,718 shares; 2026Q1: 15,098 shares; 2026Q2: 13,874 shares 13,874 $3.17M 0.03% -1,224 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,101 shares; 2025Q1: 12,212 shares; 2025Q2: 11,051 shares; 2025Q3: 38,980 shares; 2025Q4: 21,475 shares; 2026Q1: 20,768 shares; 2026Q2: 19,346 shares 19,346 $3.16M 0.03% -1,422 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,938 shares; 2025Q1: 3,797 shares; 2025Q2: 3,928 shares; 2025Q3: 2,570 shares; 2025Q4: 2,230 shares; 2026Q1: 2,089 shares; 2026Q2: 2,375 shares 2,375 $3.16M 0.03% +286 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,377 shares; 2026Q2: 119,474 shares 119,474 $3.16M 0.03% +3,097 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,807 shares; 2025Q1: 5,842 shares; 2025Q2: 5,842 shares; 2025Q3: 5,756 shares; 2025Q4: 5,779 shares; 2026Q1: 5,639 shares; 2026Q2: 56,158 shares 56,158 $3.15M 0.03% +50,519 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,793 shares; 2025Q4: 30,338 shares; 2026Q1: 35,186 shares; 2026Q2: 30,458 shares 30,458 $3.1M 0.03% -4,728 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,780 shares; 2026Q1: 35,270 shares; 2026Q2: 34,939 shares 34,939 $3.1M 0.03% -331 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; 2024Q3: restricted; 2024Q4: 3,068 shares; 2025Q1: 7,693 shares; 2025Q2: 7,871 shares; 2025Q3: 6,361 shares; 2025Q4: 6,044 shares; 2026Q1: 4,590 shares; 2026Q2: 3,897 shares 3,897 $3.1M 0.03% -693 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; 2024Q3: restricted; 2024Q4: 25,658 shares; 2025Q1: 20,546 shares; 2025Q2: 31,152 shares; 2025Q3: 17,893 shares; 2025Q4: 15,231 shares; 2026Q1: 31,579 shares; 2026Q2: 33,054 shares 33,054 $3.1M 0.03% +1,475 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,607 shares; 2025Q1: 3,854 shares; 2025Q2: 5,156 shares; 2025Q3: 5,955 shares; 2025Q4: 5,849 shares; 2026Q1: 5,405 shares; 2026Q2: 11,554 shares 11,554 $3.09M 0.03% +6,149 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; 2024Q3: restricted; 2024Q4: 21,786 shares; 2025Q1: 21,497 shares; 2025Q2: 24,391 shares; 2025Q3: 25,675 shares; 2025Q4: 131,754 shares; 2026Q1: 166,393 shares; 2026Q2: 102,153 shares 102,153 $3.09M 0.03% -64,240 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,545 shares; 2025Q1: 77,956 shares; 2025Q2: 78,827 shares; 2025Q3: 77,617 shares; 2025Q4: 74,506 shares; 2026Q1: 77,703 shares; 2026Q2: 94,116 shares 94,116 $3.07M 0.03% +16,413 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,550 shares; 2025Q1: 9,449 shares; 2025Q2: 9,939 shares; 2025Q3: 7,891 shares; 2025Q4: 7,475 shares; 2026Q1: 8,802 shares; 2026Q2: 6,658 shares 6,658 $3.06M 0.03% -2,144 Timeline BSCT 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; 2024Q3: restricted; 2024Q4: 113,356 shares; 2025Q1: 171,186 shares; 2025Q2: 177,031 shares; 2025Q3: 186,434 shares; 2025Q4: 214,581 shares; 2026Q1: 219,548 shares; 2026Q2: 164,216 shares 164,216 $3.05M 0.03% -55,332 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,109 shares; 2025Q1: 7,642 shares; 2025Q2: 7,253 shares; 2025Q3: 8,736 shares; 2025Q4: 8,105 shares; 2026Q1: 6,656 shares; 2026Q2: 7,910 shares 7,910 $3.05M 0.03% +1,254 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,225 shares; 2026Q1: 49,198 shares; 2026Q2: 92,004 shares 92,004 $3.03M 0.03% +42,806 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,335 shares; 2025Q1: 8,567 shares; 2025Q2: 20,336 shares; 2025Q3: 23,378 shares; 2025Q4: 14,343 shares; 2026Q1: 26,416 shares; 2026Q2: 27,624 shares 27,624 $3.03M 0.03% +1,208 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,921 shares; 2025Q1: 30,470 shares; 2025Q2: 30,246 shares; 2025Q3: 28,459 shares; 2025Q4: 27,664 shares; 2026Q1: 26,440 shares; 2026Q2: 29,624 shares 29,624 $3.03M 0.03% +3,184 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,653 shares; 2025Q1: 61,843 shares; 2025Q2: 60,952 shares; 2025Q3: 67,395 shares; 2025Q4: 64,407 shares; 2026Q1: 49,043 shares; 2026Q2: 49,631 shares 49,631 $3.03M 0.03% +588 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; 2024Q3: restricted; 2024Q4: 14,547 shares; 2025Q1: 14,812 shares; 2025Q2: 11,728 shares; 2025Q3: 10,847 shares; 2025Q4: 20,640 shares; 2026Q1: 15,581 shares; 2026Q2: 59,379 shares 59,379 $3.02M 0.03% +43,798 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; 2024Q3: restricted; 2024Q4: 86,152 shares; 2025Q1: 146,963 shares; 2025Q2: 145,721 shares; 2025Q3: 155,207 shares; 2025Q4: 181,471 shares; 2026Q1: 198,321 shares; 2026Q2: 153,494 shares 153,494 $3.01M 0.03% -44,827 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,497 shares; 2025Q1: 151,738 shares; 2025Q2: 159,901 shares; 2025Q3: 209,678 shares; 2025Q4: 239,803 shares; 2026Q1: 248,943 shares; 2026Q2: 180,443 shares 180,443 $3M 0.03% -68,500 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,578 shares 17,578 $3M 0.03% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,724 shares; 2025Q1: 22,143 shares; 2025Q2: 24,929 shares; 2025Q3: 26,220 shares; 2025Q4: 21,985 shares; 2026Q1: 26,839 shares; 2026Q2: 29,632 shares 29,632 $3M 0.03% +2,793 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,666 shares; 2025Q1: 44,869 shares; 2025Q2: 48,277 shares; 2025Q3: 56,520 shares; 2025Q4: 63,334 shares; 2026Q1: 71,337 shares; 2026Q2: 71,901 shares 71,901 $2.99M 0.03% +564 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; 2024Q3: restricted; 2024Q4: 3,064 shares; 2025Q1: 3,533 shares; 2025Q2: 4,051 shares; 2025Q3: 4,903 shares; 2025Q4: 6,996 shares; 2026Q1: 8,698 shares; 2026Q2: 6,632 shares 6,632 $2.99M 0.03% -2,066 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 148,907 shares; 2025Q1: 124,998 shares; 2025Q2: 153,884 shares; 2025Q3: 122,307 shares; 2025Q4: 115,920 shares; 2026Q1: 114,429 shares; 2026Q2: 119,181 shares 119,181 $2.99M 0.03% +4,752 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,848 shares; 2025Q1: 52,561 shares; 2025Q2: 50,108 shares; 2025Q3: 46,190 shares; 2025Q4: 43,526 shares; 2026Q1: 31,879 shares; 2026Q2: 31,494 shares 31,494 $2.98M 0.03% -385 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,159 shares; 2025Q3: 51,359 shares; 2025Q4: 47,875 shares; 2026Q1: 47,757 shares; 2026Q2: 31,854 shares 31,854 $2.98M 0.03% -15,903 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,326 shares; 2025Q1: 29,456 shares; 2025Q2: 34,595 shares; 2025Q3: 43,885 shares; 2025Q4: 36,643 shares; 2026Q1: 164,279 shares; 2026Q2: 58,137 shares 58,137 $2.97M 0.03% -106,142 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,809 shares; 2025Q1: 92,984 shares; 2025Q2: 100,840 shares; 2025Q3: 88,694 shares; 2025Q4: 64,518 shares; 2026Q1: 62,275 shares; 2026Q2: 41,255 shares 41,255 $2.96M 0.03% -21,020 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,271 shares; 2025Q1: 30,799 shares; 2025Q2: 29,365 shares; 2025Q3: 30,306 shares; 2025Q4: 22,538 shares; 2026Q1: 21,248 shares; 2026Q2: 19,178 shares 19,178 $2.96M 0.03% -2,070 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 124,907 shares; 2025Q1: 124,318 shares; 2025Q2: 124,669 shares; 2025Q3: 123,013 shares; 2025Q4: 116,206 shares; 2026Q1: 119,847 shares; 2026Q2: 117,323 shares 117,323 $2.96M 0.03% -2,524 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,674 shares; 2026Q1: 59,658 shares; 2026Q2: 69,793 shares 69,793 $2.95M 0.03% +10,135 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,313 shares; 2026Q1: 56,442 shares; 2026Q2: 80,928 shares 80,928 $2.95M 0.03% +24,486 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,531 shares; 2025Q1: 9,519 shares; 2025Q2: 10,220 shares; 2025Q3: 8,242 shares; 2025Q4: 7,919 shares; 2026Q1: 9,035 shares; 2026Q2: 10,503 shares 10,503 $2.94M 0.03% +1,468 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; 2024Q3: restricted; 2024Q4: 15,874 shares; 2025Q1: 16,079 shares; 2025Q2: 27,574 shares; 2025Q3: 8,680 shares; 2025Q4: 8,805 shares; 2026Q1: 16,282 shares; 2026Q2: 17,268 shares 17,268 $2.94M 0.03% +986 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,738 shares; 2025Q1: 40,310 shares; 2025Q2: 47,587 shares; 2025Q3: 30,268 shares; 2025Q4: 25,225 shares; 2026Q1: 17,438 shares; 2026Q2: 14,292 shares 14,292 $2.93M 0.03% -3,146 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,857 shares; 2025Q1: 18,510 shares; 2025Q2: 16,409 shares; 2025Q3: 15,407 shares; 2025Q4: 14,659 shares; 2026Q1: 14,128 shares; 2026Q2: 12,944 shares 12,944 $2.92M 0.03% -1,184 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; 2024Q3: restricted; 2024Q4: 4,524 shares; 2025Q1: 4,395 shares; 2025Q2: 3,927 shares; 2025Q3: 3,908 shares; 2025Q4: 4,249 shares; 2026Q1: 4,228 shares; 2026Q2: 3,851 shares 3,851 $2.92M 0.03% -377 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,480 shares; 2025Q1: 18,769 shares; 2025Q2: 23,662 shares; 2025Q3: 25,805 shares; 2025Q4: 21,341 shares; 2026Q1: 20,076 shares; 2026Q2: 39,116 shares 39,116 $2.91M 0.03% +19,040 Timeline PXF 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,870 shares; 2026Q1: 32,794 shares; 2026Q2: 38,484 shares 38,484 $2.91M 0.03% +5,690 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,344 shares; 2025Q1: 57,982 shares; 2025Q2: 75,311 shares; 2025Q3: 82,289 shares; 2025Q4: 95,279 shares; 2026Q1: 98,210 shares; 2026Q2: 100,823 shares 100,823 $2.9M 0.03% +2,613 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,358 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,586 shares; 2026Q1: 35,509 shares; 2026Q2: 57,067 shares 57,067 $2.89M 0.03% +21,558 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; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 2,490 shares; 2025Q2: 2,808 shares; 2025Q3: 2,417 shares; 2025Q4: 1,716 shares; 2026Q1: 9,318 shares; 2026Q2: 9,870 shares 9,870 $2.89M 0.03% +552 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,580 shares; 2025Q1: 13,006 shares; 2025Q2: 14,195 shares; 2025Q3: 13,093 shares; 2025Q4: 12,706 shares; 2026Q1: 16,505 shares; 2026Q2: 20,474 shares 20,474 $2.88M 0.03% +3,969 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,682 shares; 2025Q1: 26,369 shares; 2025Q2: 50,449 shares; 2025Q3: 47,881 shares; 2025Q4: 61,823 shares; 2026Q1: 53,418 shares; 2026Q2: 36,511 shares 36,511 $2.88M 0.03% -16,907 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191,648 shares; 2025Q1: 117,314 shares; 2025Q2: 84,506 shares; 2025Q3: 75,168 shares; 2025Q4: 75,929 shares; 2026Q1: 50,152 shares; 2026Q2: 56,877 shares 56,877 $2.88M 0.03% +6,725 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,429 shares; 2026Q2: 29,071 shares 29,071 $2.87M 0.03% -8,358 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39,685 shares; 2025Q2: 149,275 shares; 2025Q3: 133,722 shares; 2025Q4: 125,211 shares; 2026Q1: 119,535 shares; 2026Q2: 137,884 shares 137,884 $2.87M 0.03% +18,349 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 163,741 shares; 2025Q1: 110,391 shares; 2025Q2: 101,440 shares; 2025Q3: 100,593 shares; 2025Q4: 77,004 shares; 2026Q1: 70,359 shares; 2026Q2: 69,932 shares 69,932 $2.86M 0.03% -427 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,000 shares; 2025Q4: 65,753 shares; 2026Q1: 74,379 shares; 2026Q2: 66,573 shares 66,573 $2.86M 0.03% -7,806 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,067 shares; 2025Q1: 69,821 shares; 2025Q2: 72,768 shares; 2025Q3: 72,421 shares; 2025Q4: 67,721 shares; 2026Q1: 81,397 shares; 2026Q2: 69,541 shares 69,541 $2.85M 0.03% -11,856 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,357 shares; 2025Q1: 17,943 shares; 2025Q2: 11,009 shares; 2025Q3: 3,961 shares; 2025Q4: 4,446 shares; 2026Q1: 10,777 shares; 2026Q2: 11,982 shares 11,982 $2.85M 0.03% +1,205 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,067 shares; 2025Q1: 4,037 shares; 2025Q2: 4,073 shares; 2025Q3: 5,475 shares; 2025Q4: 8,003 shares; 2026Q1: 3,953 shares; 2026Q2: 6,912 shares 6,912 $2.83M 0.03% +2,959 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,743 shares; 2025Q1: 20,496 shares; 2025Q2: 26,697 shares; 2025Q3: 25,566 shares; 2025Q4: 22,778 shares; 2026Q1: 22,482 shares; 2026Q2: 20,046 shares 20,046 $2.82M 0.03% -2,436 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,066 shares; 2025Q1: 40,405 shares; 2025Q2: 107,509 shares; 2025Q3: 99,854 shares; 2025Q4: 86,294 shares; 2026Q1: 47,842 shares; 2026Q2: 53,709 shares 53,709 $2.82M 0.03% +5,867 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,235 shares; 2025Q1: 13,258 shares; 2025Q2: 14,011 shares; 2025Q3: 14,388 shares; 2025Q4: 16,981 shares; 2026Q1: 19,343 shares; 2026Q2: 22,004 shares 22,004 $2.81M 0.03% +2,661 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,290 shares; 2025Q1: 8,652 shares; 2025Q2: 9,252 shares; 2025Q3: 8,413 shares; 2025Q4: 7,527 shares; 2026Q1: 8,140 shares; 2026Q2: 6,738 shares 6,738 $2.81M 0.03% -1,402 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,136 shares; 2025Q1: 15,490 shares; 2025Q2: 16,793 shares; 2025Q3: 15,619 shares; 2025Q4: 14,434 shares; 2026Q1: 13,817 shares; 2026Q2: 13,407 shares 13,407 $2.81M 0.03% -410 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; 2024Q3: restricted; 2024Q4: 26,635 shares; 2025Q1: 25,369 shares; 2025Q2: 25,186 shares; 2025Q3: 21,502 shares; 2025Q4: 20,523 shares; 2026Q1: 19,096 shares; 2026Q2: 18,380 shares 18,380 $2.79M 0.03% -716 Timeline CHPS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,041 shares; 2026Q2: 26,688 shares 26,688 $2.78M 0.03% +1,647 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; 2024Q3: restricted; 2024Q4: 70,776 shares; 2025Q1: 76,120 shares; 2025Q2: 72,317 shares; 2025Q3: 68,048 shares; 2025Q4: 55,215 shares; 2026Q1: 63,636 shares; 2026Q2: 57,076 shares 57,076 $2.77M 0.03% -6,560 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; 2024Q3: restricted; 2024Q4: 36,257 shares; 2025Q1: 53,286 shares; 2025Q2: 51,708 shares; 2025Q3: 47,038 shares; 2025Q4: 16,857 shares; 2026Q1: 15,156 shares; 2026Q2: 66,995 shares 66,995 $2.77M 0.03% +51,839 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; 2024Q3: restricted; 2024Q4: 80,566 shares; 2025Q1: 135,805 shares; 2025Q2: 134,922 shares; 2025Q3: 143,280 shares; 2025Q4: 174,239 shares; 2026Q1: 190,086 shares; 2026Q2: 141,649 shares 141,649 $2.77M 0.03% -48,437 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; 2024Q3: restricted; 2024Q4: 151,432 shares; 2025Q1: 172,125 shares; 2025Q2: 67,942 shares; 2025Q3: 55,672 shares; 2025Q4: 49,996 shares; 2026Q1: 48,141 shares; 2026Q2: 45,440 shares 45,440 $2.76M 0.03% -2,701 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,383 shares; 2025Q1: 14,109 shares; 2025Q2: 17,369 shares; 2025Q3: 16,241 shares; 2025Q4: 13,981 shares; 2026Q1: 13,185 shares; 2026Q2: 8,294 shares 8,294 $2.75M 0.03% -4,891 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,914 shares; 2025Q1: 49,565 shares; 2025Q2: 52,724 shares; 2025Q3: 59,476 shares; 2025Q4: 112,671 shares; 2026Q1: 86,733 shares; 2026Q2: 82,603 shares 82,603 $2.75M 0.03% -4,130 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; 2024Q3: restricted; 2024Q4: 28,500 shares; 2025Q1: 39,923 shares; 2025Q2: 40,446 shares; 2025Q3: 31,672 shares; 2025Q4: 30,652 shares; 2026Q1: 28,640 shares; 2026Q2: 28,309 shares 28,309 $2.75M 0.03% -331 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218,880 shares; 2025Q1: 212,493 shares; 2025Q2: 711,195 shares; 2025Q3: 379,372 shares; 2025Q4: 367,822 shares; 2026Q1: 54,584 shares; 2026Q2: 109,547 shares 109,547 $2.74M 0.03% +54,963 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,453 shares; 2025Q1: 52,310 shares; 2025Q2: 28,802 shares; 2025Q3: 26,634 shares; 2025Q4: 30,757 shares; 2026Q1: 26,160 shares; 2026Q2: 29,834 shares 29,834 $2.74M 0.03% +3,674 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 3,428 shares; 2025Q2: 3,259 shares; 2025Q3: 3,010 shares; 2025Q4: 3,515 shares; 2026Q1: 5,657 shares; 2026Q2: 4,814 shares 4,814 $2.71M 0.03% -843 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,881 shares; 2025Q1: 2,330 shares; 2025Q2: 3,399 shares; 2025Q3: 3,347 shares; 2025Q4: 3,563 shares; 2026Q1: 5,920 shares; 2026Q2: 7,295 shares 7,295 $2.7M 0.03% +1,375 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,536 shares; 2025Q1: 29,795 shares; 2025Q2: 34,928 shares; 2025Q3: 36,085 shares; 2025Q4: 40,365 shares; 2026Q1: 34,019 shares; 2026Q2: 31,072 shares 31,072 $2.7M 0.03% -2,947 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,002 shares; 2025Q1: 98,768 shares; 2025Q2: 102,247 shares; 2025Q3: 103,752 shares; 2025Q4: 109,429 shares; 2026Q1: 112,612 shares; 2026Q2: 117,535 shares 117,535 $2.69M 0.03% +4,923 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 552,376 shares; 2025Q1: 277,735 shares; 2025Q2: 334,248 shares; 2025Q3: 315,630 shares; 2025Q4: 94,951 shares; 2026Q1: 85,742 shares; 2026Q2: 81,688 shares 81,688 $2.69M 0.03% -4,054 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; 2024Q3: restricted; 2024Q4: 7,941 shares; 2025Q1: 6,674 shares; 2025Q2: 6,719 shares; 2025Q3: 8,003 shares; 2025Q4: 12,334 shares; 2026Q1: 13,182 shares; 2026Q2: 9,097 shares 9,097 $2.68M 0.03% -4,085 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,130 shares; 2025Q1: 101,081 shares; 2025Q2: 104,496 shares; 2025Q3: 105,771 shares; 2025Q4: 111,622 shares; 2026Q1: 114,709 shares; 2026Q2: 119,908 shares 119,908 $2.68M 0.03% +5,199 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,782 shares; 2025Q1: 5,348 shares; 2025Q2: 8,304 shares; 2025Q3: 8,359 shares; 2025Q4: 8,342 shares; 2026Q1: 8,014 shares; 2026Q2: 5,292 shares 5,292 $2.68M 0.03% -2,722 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 1,492 shares; 2025Q2: 2,853 shares; 2025Q3: 2,658 shares; 2025Q4: 4,706 shares; 2026Q1: 4,881 shares; 2026Q2: 5,109 shares 5,109 $2.67M 0.03% +228 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104,993 shares; 2025Q1: 98,793 shares; 2025Q2: 99,009 shares; 2025Q3: 106,774 shares; 2025Q4: 111,841 shares; 2026Q1: 115,220 shares; 2026Q2: 120,644 shares 120,644 $2.67M 0.03% +5,424 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,341 shares; 2025Q1: 82,324 shares; 2025Q2: 83,003 shares; 2025Q3: 98,422 shares; 2025Q4: 86,888 shares; 2026Q1: 112,073 shares; 2026Q2: 100,449 shares 100,449 $2.67M 0.03% -11,624 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,541 shares; 2025Q4: 31,233 shares; 2026Q1: 65,219 shares; 2026Q2: 49,690 shares 49,690 $2.66M 0.03% -15,529 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,632 shares; 2025Q1: 7,739 shares; 2025Q2: 10,338 shares; 2025Q3: 11,841 shares; 2025Q4: 11,931 shares; 2026Q1: 11,522 shares; 2026Q2: 12,532 shares 12,532 $2.66M 0.03% +1,010 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,810 shares; 2025Q1: 15,377 shares; 2025Q2: 20,702 shares; 2025Q3: 15,513 shares; 2025Q4: 16,499 shares; 2026Q1: 21,612 shares; 2026Q2: 20,715 shares 20,715 $2.64M 0.03% -897 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,782 shares; 2025Q1: 82,681 shares; 2025Q2: 52,935 shares; 2025Q3: 49,884 shares; 2025Q4: 43,573 shares; 2026Q1: 102,225 shares; 2026Q2: 107,060 shares 107,060 $2.63M 0.03% +4,835 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,932 shares; 2025Q3: 10,307 shares; 2025Q4: 105,593 shares; 2026Q1: 112,173 shares; 2026Q2: 125,871 shares 125,871 $2.62M 0.03% +13,698 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,419 shares; 2025Q1: 66,399 shares; 2025Q2: 25,414 shares; 2025Q3: 11,792 shares; 2025Q4: 23,238 shares; 2026Q1: 23,078 shares; 2026Q2: 38,968 shares 38,968 $2.62M 0.03% +15,890 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,095 shares; 2025Q1: 65,343 shares; 2025Q2: 60,597 shares; 2025Q3: 54,675 shares; 2025Q4: 51,909 shares; 2026Q1: 32,731 shares; 2026Q2: 35,151 shares 35,151 $2.62M 0.03% +2,420 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,450 shares; 2025Q1: 73,186 shares; 2025Q2: 79,845 shares; 2025Q3: 53,016 shares; 2025Q4: 51,308 shares; 2026Q1: 42,316 shares; 2026Q2: 21,016 shares 21,016 $2.62M 0.03% -21,300 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,705 shares; 2025Q1: 44,108 shares; 2025Q2: 39,399 shares; 2025Q3: 28,446 shares; 2025Q4: 27,374 shares; 2026Q1: 27,521 shares; 2026Q2: 17,731 shares 17,731 $2.59M 0.03% -9,790 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; 2024Q3: restricted; 2024Q4: 11,382 shares; 2025Q1: 11,282 shares; 2025Q2: 11,354 shares; 2025Q3: 11,721 shares; 2025Q4: 13,581 shares; 2026Q1: 15,138 shares; 2026Q2: 16,997 shares 16,997 $2.59M 0.03% +1,859 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 134,136 shares; 2025Q1: 116,115 shares; 2025Q2: 133,008 shares; 2025Q3: 136,086 shares; 2025Q4: 149,948 shares; 2026Q1: 146,223 shares; 2026Q2: 162,893 shares 162,893 $2.59M 0.03% +16,670 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 359,787 shares; 2025Q1: 325,640 shares; 2025Q2: 139,033 shares; 2025Q3: 73,015 shares; 2025Q4: 60,861 shares; 2026Q1: 56,349 shares; 2026Q2: 41,468 shares 41,468 $2.58M 0.03% -14,881 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,659 shares; 2025Q1: 16,288 shares; 2025Q2: 17,346 shares; 2025Q3: 18,011 shares; 2025Q4: 20,664 shares; 2026Q1: 21,705 shares; 2026Q2: 22,705 shares 22,705 $2.57M 0.03% +1,000 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 3,989 shares; 2025Q2: 4,966 shares; 2025Q3: 4,782 shares; 2025Q4: 4,802 shares; 2026Q1: 2,162 shares; 2026Q2: 4,575 shares 4,575 $2.56M 0.03% +2,413 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,979 shares; 2025Q1: 7,340 shares; 2025Q2: 7,371 shares; 2025Q3: 7,171 shares; 2025Q4: 6,816 shares; 2026Q1: 6,692 shares; 2026Q2: 6,551 shares 6,551 $2.56M 0.03% -141 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,693 shares; 2025Q4: 61,171 shares; 2026Q1: 72,274 shares; 2026Q2: 71,413 shares 71,413 $2.56M 0.03% -861 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,735 shares; 2025Q1: 9,910 shares; 2025Q2: 12,650 shares; 2025Q3: 9,749 shares; 2025Q4: 9,145 shares; 2026Q1: 9,054 shares; 2026Q2: 8,975 shares 8,975 $2.55M 0.03% -79 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 6,157 shares; 2025Q2: 13,242 shares; 2025Q3: 16,249 shares; 2025Q4: 15,483 shares; 2026Q1: 16,673 shares; 2026Q2: 9,993 shares 9,993 $2.54M 0.03% -6,680 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; 2024Q3: restricted; 2024Q4: 42,486 shares; 2025Q1: 44,505 shares; 2025Q2: 28,724 shares; 2025Q3: 25,774 shares; 2025Q4: 24,623 shares; 2026Q1: 15,010 shares; 2026Q2: 19,314 shares 19,314 $2.54M 0.03% +4,304 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,572 shares; 2026Q1: 51,946 shares; 2026Q2: 54,213 shares 54,213 $2.54M 0.03% +2,267 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 164,123 shares; 2025Q1: 188,782 shares; 2025Q2: 184,621 shares; 2025Q3: 171,285 shares; 2025Q4: 150,914 shares; 2026Q1: 120,216 shares; 2026Q2: 60,795 shares 60,795 $2.54M 0.03% -59,421 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; 2024Q3: restricted; 2024Q4: 3,215 shares; 2025Q1: 2,790 shares; 2025Q2: 2,966 shares; 2025Q3: 2,805 shares; 2025Q4: 2,716 shares; 2026Q1: 1,967 shares; 2026Q2: 1,835 shares 1,835 $2.54M 0.03% -132 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85,148 shares; 2025Q1: 157,383 shares; 2025Q2: 102,695 shares; 2025Q3: 82,684 shares; 2025Q4: 80,686 shares; 2026Q1: 78,511 shares; 2026Q2: 78,927 shares 78,927 $2.52M 0.03% +416 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; 2024Q3: restricted; 2024Q4: 37,333 shares; 2025Q1: 41,896 shares; 2025Q2: 39,961 shares; 2025Q3: 33,872 shares; 2025Q4: 37,464 shares; 2026Q1: 38,016 shares; 2026Q2: 33,249 shares 33,249 $2.52M 0.03% -4,767 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,599 shares; 2025Q1: 35,110 shares; 2025Q2: 21,637 shares; 2025Q3: 14,703 shares; 2025Q4: 12,919 shares; 2026Q1: 30,833 shares; 2026Q2: 45,326 shares 45,326 $2.52M 0.03% +14,493 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,687 shares; 2025Q1: 29,714 shares; 2025Q2: 28,571 shares; 2025Q3: 26,495 shares; 2025Q4: 24,311 shares; 2026Q1: 26,511 shares; 2026Q2: 25,828 shares 25,828 $2.52M 0.03% -683 Timeline VRAI 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; 2024Q3: restricted; 2024Q4: 15,901 shares; 2025Q1: 24,493 shares; 2025Q2: 40,640 shares; 2025Q3: 59,349 shares; 2025Q4: 76,017 shares; 2026Q1: 88,536 shares; 2026Q2: 90,893 shares 90,893 $2.51M 0.03% +2,357 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,703 shares; 2025Q1: 67,680 shares; 2025Q2: 71,687 shares; 2025Q3: 84,609 shares; 2025Q4: 94,919 shares; 2026Q1: 89,922 shares; 2026Q2: 91,311 shares 91,311 $2.51M 0.03% +1,389 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,146 shares; 2025Q1: 8,025 shares; 2025Q2: 24,035 shares; 2025Q3: 24,045 shares; 2025Q4: 33,734 shares; 2026Q1: 18,905 shares; 2026Q2: 21,422 shares 21,422 $2.51M 0.03% +2,517 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,766 shares; 2025Q1: 5,154 shares; 2025Q2: 24,924 shares; 2025Q3: 25,377 shares; 2025Q4: 15,588 shares; 2026Q1: 11,824 shares; 2026Q2: 24,509 shares 24,509 $2.5M 0.03% +12,685 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,003 shares; 2025Q1: 35,719 shares; 2025Q2: 34,218 shares; 2025Q3: 33,834 shares; 2025Q4: 28,914 shares; 2026Q1: 32,036 shares; 2026Q2: 32,894 shares 32,894 $2.5M 0.03% +858 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,875 shares; 2026Q1: 31,641 shares; 2026Q2: 33,226 shares 33,226 $2.49M 0.02% +1,585 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,516 shares; 2025Q1: 16,484 shares; 2025Q2: 19,160 shares; 2025Q3: 18,337 shares; 2025Q4: 16,740 shares; 2026Q1: 8,074 shares; 2026Q2: 8,701 shares 8,701 $2.48M 0.02% +627 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98,096 shares; 2025Q1: 96,274 shares; 2025Q2: 137,038 shares; 2025Q3: 125,182 shares; 2025Q4: 126,303 shares; 2026Q1: 40,516 shares; 2026Q2: 67,733 shares 67,733 $2.47M 0.02% +27,217 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,729 shares; 2025Q1: 15,422 shares; 2025Q2: 16,364 shares; 2025Q3: 14,490 shares; 2025Q4: 14,101 shares; 2026Q1: 14,197 shares; 2026Q2: 13,355 shares 13,355 $2.47M 0.02% -842 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,922 shares; 2025Q1: 6,053 shares; 2025Q2: 6,714 shares; 2025Q3: 6,530 shares; 2025Q4: 6,712 shares; 2026Q1: 6,780 shares; 2026Q2: 6,553 shares 6,553 $2.47M 0.02% -227 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,581 shares; 2025Q1: 40,960 shares; 2025Q2: 40,878 shares; 2025Q3: 34,554 shares; 2025Q4: 35,438 shares; 2026Q1: 24,817 shares; 2026Q2: 26,468 shares 26,468 $2.45M 0.02% +1,651 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,666 shares 13,666 $2.45M 0.02% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,706 shares; 2026Q1: 121,463 shares; 2026Q2: 125,385 shares 125,385 $2.45M 0.02% +3,922 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,177 shares; 2026Q1: 96,503 shares; 2026Q2: 99,630 shares 99,630 $2.44M 0.02% +3,127 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,660 shares; 2025Q1: 41,114 shares; 2025Q2: 15,955 shares; 2025Q3: 22,059 shares; 2025Q4: 44,695 shares; 2026Q1: 32,887 shares; 2026Q2: 25,281 shares 25,281 $2.44M 0.02% -7,606 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,989 shares; 2026Q1: 73,625 shares; 2026Q2: 74,000 shares 74,000 $2.43M 0.02% +375 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,314 shares; 2025Q1: 3,533 shares; 2025Q2: 4,122 shares; 2025Q3: 3,688 shares; 2025Q4: 4,164 shares; 2026Q1: 6,057 shares; 2026Q2: 5,826 shares 5,826 $2.42M 0.02% -231 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; 2024Q3: restricted; 2024Q4: 26,404 shares; 2025Q1: 33,972 shares; 2025Q2: 27,119 shares; 2025Q3: 29,755 shares; 2025Q4: 33,913 shares; 2026Q1: 30,900 shares; 2026Q2: 46,733 shares 46,733 $2.42M 0.02% +15,833 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,934 shares; 2025Q1: 83,242 shares; 2025Q2: 84,048 shares; 2025Q3: 80,542 shares; 2025Q4: 69,732 shares; 2026Q1: 62,213 shares; 2026Q2: 47,760 shares 47,760 $2.41M 0.02% -14,453 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; 2024Q3: restricted; 2024Q4: 41,628 shares; 2025Q1: 19,564 shares; 2025Q2: 7,491 shares; 2025Q3: 14,750 shares; 2025Q4: 15,727 shares; 2026Q1: 18,125 shares; 2026Q2: 19,778 shares 19,778 $2.4M 0.02% +1,653 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,246 shares; 2025Q1: 11,182 shares; 2025Q2: 9,677 shares; 2025Q3: 8,664 shares; 2025Q4: 8,790 shares; 2026Q1: 9,851 shares; 2026Q2: 10,687 shares 10,687 $2.4M 0.02% +836 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,929 shares; 2025Q1: 4,072 shares; 2025Q2: 3,618 shares; 2025Q3: 6,579 shares; 2025Q4: 7,506 shares; 2026Q1: 19,073 shares; 2026Q2: 22,018 shares 22,018 $2.37M 0.02% +2,945 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,077 shares; 2025Q1: 5,587 shares; 2025Q2: 73,637 shares; 2025Q3: 73,767 shares; 2025Q4: 64,318 shares; 2026Q1: 77,639 shares; 2026Q2: 26,321 shares 26,321 $2.37M 0.02% -51,318 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,382 shares 44,382 $2.37M 0.02% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,685 shares; 2025Q1: 44,306 shares; 2025Q2: 75,452 shares; 2025Q3: 143,508 shares; 2025Q4: 151,479 shares; 2026Q1: 2,714 shares; 2026Q2: 6,467 shares 6,467 $2.37M 0.02% +3,753 Timeline EDIV 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; 2024Q3: restricted; 2024Q4: 53,034 shares; 2025Q1: 50,833 shares; 2025Q2: 52,003 shares; 2025Q3: 56,452 shares; 2025Q4: 56,473 shares; 2026Q1: 54,702 shares; 2026Q2: 57,615 shares 57,615 $2.36M 0.02% +2,913 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,817 shares; 2025Q1: 56,560 shares; 2025Q2: 38,158 shares; 2025Q3: 38,963 shares; 2025Q4: 41,085 shares; 2026Q1: 34,683 shares; 2026Q2: 47,613 shares 47,613 $2.36M 0.02% +12,930 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,930 shares; 2025Q1: 8,230 shares; 2025Q2: 7,390 shares; 2025Q3: 7,009 shares; 2025Q4: 6,856 shares; 2026Q1: 5,906 shares; 2026Q2: 5,843 shares 5,843 $2.35M 0.02% -63 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,496 shares; 2025Q1: 69,438 shares; 2025Q2: 74,226 shares; 2025Q3: 59,347 shares; 2025Q4: 53,503 shares; 2026Q1: 53,713 shares; 2026Q2: 57,946 shares 57,946 $2.35M 0.02% +4,233 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; 2024Q3: restricted; 2024Q4: 6,515 shares; 2025Q1: 6,403 shares; 2025Q2: 7,923 shares; 2025Q3: 28,075 shares; 2025Q4: 11,105 shares; 2026Q1: 11,403 shares; 2026Q2: 46,259 shares 46,259 $2.34M 0.02% +34,856 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,866 shares; 2025Q1: 55,499 shares; 2025Q2: 60,216 shares; 2025Q3: 66,270 shares; 2025Q4: 62,048 shares; 2026Q1: 65,622 shares; 2026Q2: 54,660 shares 54,660 $2.34M 0.02% -10,962 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,075 shares; 2025Q1: 7,758 shares; 2025Q2: 8,179 shares; 2025Q3: 5,490 shares; 2025Q4: 4,719 shares; 2026Q1: 2,465 shares; 2026Q2: 2,232 shares 2,232 $2.33M 0.02% -233 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,034 shares; 2025Q1: 20,580 shares; 2025Q2: 5,506 shares; 2025Q3: 3,027 shares; 2025Q4: 3,406 shares; 2026Q1: 4,502 shares; 2026Q2: 4,785 shares 4,785 $2.32M 0.02% +283 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,990 shares; 2025Q1: 33,294 shares; 2025Q2: 103,353 shares; 2025Q3: 163,199 shares; 2025Q4: 160,806 shares; 2026Q1: 172,363 shares; 2026Q2: 167,496 shares 167,496 $2.31M 0.02% -4,867 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,433 shares; 2025Q1: 15,094 shares; 2025Q2: 15,720 shares; 2025Q3: 17,648 shares; 2025Q4: 15,325 shares; 2026Q1: 18,266 shares; 2026Q2: 14,491 shares 14,491 $2.3M 0.02% -3,775 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,897 shares; 2025Q1: 11,806 shares; 2025Q2: 12,621 shares; 2025Q3: 8,976 shares; 2025Q4: 10,723 shares; 2026Q1: 10,612 shares; 2026Q2: 11,109 shares 11,109 $2.3M 0.02% +497 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; 2024Q3: restricted; 2024Q4: 13,146 shares; 2025Q1: 17,529 shares; 2025Q2: 16,111 shares; 2025Q3: 15,016 shares; 2025Q4: 11,469 shares; 2026Q1: 5,526 shares; 2026Q2: 7,225 shares 7,225 $2.29M 0.02% +1,699 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,016 shares; 2025Q1: 11,859 shares; 2025Q2: 18,263 shares; 2025Q3: 19,550 shares; 2025Q4: 20,499 shares; 2026Q1: 30,600 shares; 2026Q2: 19,360 shares 19,360 $2.29M 0.02% -11,240 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,881 shares; 2025Q1: 104,018 shares; 2025Q2: 13,187 shares; 2025Q3: 26,545 shares; 2025Q4: 22,697 shares; 2026Q1: 20,069 shares; 2026Q2: 22,064 shares 22,064 $2.29M 0.02% +1,995 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 434,488 shares; 2025Q1: 466,641 shares; 2025Q2: 418,117 shares; 2025Q3: 425,425 shares; 2025Q4: 427,457 shares; 2026Q1: 24,389 shares; 2026Q2: 83,923 shares 83,923 $2.29M 0.02% +59,534 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,406 shares; 2025Q1: 15,474 shares; 2025Q2: 15,773 shares; 2025Q3: 16,450 shares; 2025Q4: 16,802 shares; 2026Q1: 15,356 shares; 2026Q2: 16,041 shares 16,041 $2.29M 0.02% +685 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,285 shares; 2025Q1: 9,998 shares; 2025Q2: 9,287 shares; 2025Q3: 9,033 shares; 2025Q4: 8,840 shares; 2026Q1: 8,009 shares; 2026Q2: 6,112 shares 6,112 $2.28M 0.02% -1,897 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,236 shares; 2025Q1: 16,513 shares; 2025Q2: 20,451 shares; 2025Q3: 17,907 shares; 2025Q4: 17,873 shares; 2026Q1: 14,146 shares; 2026Q2: 18,084 shares 18,084 $2.28M 0.02% +3,938 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,909 shares; 2025Q1: 32,079 shares; 2025Q2: 45,739 shares; 2025Q3: 48,189 shares; 2025Q4: 54,460 shares; 2026Q1: 50,200 shares; 2026Q2: 47,526 shares 47,526 $2.27M 0.02% -2,674 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,430 shares; 2025Q1: 13,173 shares; 2025Q2: 11,954 shares; 2025Q3: 9,183 shares; 2025Q4: 11,671 shares; 2026Q1: 11,711 shares; 2026Q2: 10,465 shares 10,465 $2.27M 0.02% -1,246 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85,639 shares; 2025Q1: 87,782 shares; 2025Q2: 33,339 shares; 2025Q3: not reported; 2025Q4: 30,516 shares; 2026Q1: 40,666 shares; 2026Q2: 43,916 shares 43,916 $2.25M 0.02% +3,250 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,204 shares; 2025Q1: 10,532 shares; 2025Q2: 9,908 shares; 2025Q3: 10,830 shares; 2025Q4: 13,009 shares; 2026Q1: 12,743 shares; 2026Q2: 10,570 shares 10,570 $2.25M 0.02% -2,173 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,452 shares; 2025Q1: 4,163 shares; 2025Q2: 3,622 shares; 2025Q3: 9,199 shares; 2025Q4: 14,760 shares; 2026Q1: 3,379 shares; 2026Q2: 10,147 shares 10,147 $2.24M 0.02% +6,768 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,436 shares; 2025Q4: 52,735 shares; 2026Q1: 58,270 shares; 2026Q2: 55,108 shares 55,108 $2.24M 0.02% -3,162 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,429 shares; 2025Q1: 15,988 shares; 2025Q2: 15,409 shares; 2025Q3: 14,971 shares; 2025Q4: 14,018 shares; 2026Q1: 12,833 shares; 2026Q2: 12,610 shares 12,610 $2.23M 0.02% -223 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,754 shares 25,754 $2.23M 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,545 shares; 2025Q1: 44,406 shares; 2025Q2: 51,367 shares; 2025Q3: 45,966 shares; 2025Q4: 45,889 shares; 2026Q1: 41,319 shares; 2026Q2: 43,311 shares 43,311 $2.23M 0.02% +1,992 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,890 shares; 2025Q1: 38,189 shares; 2025Q2: 39,988 shares; 2025Q3: 31,853 shares; 2025Q4: 30,778 shares; 2026Q1: 29,634 shares; 2026Q2: 18,758 shares 18,758 $2.22M 0.02% -10,876 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,158 shares; 2025Q1: 41,435 shares; 2025Q2: 39,268 shares; 2025Q3: 37,670 shares; 2025Q4: 53,539 shares; 2026Q1: 46,186 shares; 2026Q2: 52,128 shares 52,128 $2.22M 0.02% +5,942 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,609 shares; 2025Q1: 38,153 shares; 2025Q2: 33,090 shares; 2025Q3: 23,641 shares; 2025Q4: 23,338 shares; 2026Q1: 21,239 shares; 2026Q2: 20,526 shares 20,526 $2.21M 0.02% -713 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,025 shares; 2025Q1: 56,899 shares; 2025Q2: 64,776 shares; 2025Q3: 57,767 shares; 2025Q4: 52,499 shares; 2026Q1: 44,700 shares; 2026Q2: 35,539 shares 35,539 $2.2M 0.02% -9,161 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,103 shares; 2025Q1: 38,762 shares; 2025Q2: 32,170 shares; 2025Q3: 33,315 shares; 2025Q4: 31,298 shares; 2026Q1: 28,327 shares; 2026Q2: 31,425 shares 31,425 $2.2M 0.02% +3,098 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,767 shares; 2025Q1: 19,831 shares; 2025Q2: 23,185 shares; 2025Q3: 30,455 shares; 2025Q4: 26,693 shares; 2026Q1: 21,530 shares; 2026Q2: 22,825 shares 22,825 $2.19M 0.02% +1,295 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; 2024Q3: restricted; 2024Q4: 9,675 shares; 2025Q1: 9,927 shares; 2025Q2: 16,623 shares; 2025Q3: 16,794 shares; 2025Q4: 16,883 shares; 2026Q1: 16,292 shares; 2026Q2: 13,995 shares 13,995 $2.18M 0.02% -2,297 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,766 shares; 2026Q2: 81,535 shares 81,535 $2.18M 0.02% +54,769 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 769,424 shares; 2025Q1: 762,828 shares; 2025Q2: 56,233 shares; 2025Q3: 439,508 shares; 2025Q4: 458,820 shares; 2026Q1: 40,956 shares; 2026Q2: 51,241 shares 51,241 $2.17M 0.02% +10,285 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,101 shares; 2025Q1: 17,360 shares; 2025Q2: 17,002 shares; 2025Q3: 15,545 shares; 2025Q4: 13,462 shares; 2026Q1: 13,023 shares; 2026Q2: 18,969 shares 18,969 $2.17M 0.02% +5,946 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,216 shares; 2025Q3: 12,980 shares; 2025Q4: 13,414 shares; 2026Q1: 12,446 shares; 2026Q2: 13,725 shares 13,725 $2.17M 0.02% +1,279 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,327 shares; 2025Q1: 14,321 shares; 2025Q2: 12,138 shares; 2025Q3: 10,808 shares; 2025Q4: 10,363 shares; 2026Q1: 10,252 shares; 2026Q2: 10,202 shares 10,202 $2.17M 0.02% -50 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,732 shares; 2025Q1: 3,309 shares; 2025Q2: 2,141 shares; 2025Q3: 4,155 shares; 2025Q4: 7,291 shares; 2026Q1: 3,823 shares; 2026Q2: 5,498 shares 5,498 $2.17M 0.02% +1,675 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; 2024Q3: restricted; 2024Q4: 35,074 shares; 2025Q1: 43,218 shares; 2025Q2: 39,801 shares; 2025Q3: 30,915 shares; 2025Q4: 29,887 shares; 2026Q1: 28,282 shares; 2026Q2: 24,809 shares 24,809 $2.16M 0.02% -3,473 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,663 shares; 2026Q1: 13,776 shares; 2026Q2: 18,636 shares 18,636 $2.16M 0.02% +4,860 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,093 shares; 2025Q1: 20,201 shares; 2025Q2: 20,017 shares; 2025Q3: 18,973 shares; 2025Q4: 18,004 shares; 2026Q1: 15,526 shares; 2026Q2: 12,278 shares 12,278 $2.16M 0.02% -3,248 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,361 shares; 2025Q1: 13,001 shares; 2025Q2: 13,111 shares; 2025Q3: 13,422 shares; 2025Q4: 12,869 shares; 2026Q1: 10,602 shares; 2026Q2: 11,975 shares 11,975 $2.15M 0.02% +1,373 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,048 shares; 2025Q1: 11,548 shares; 2025Q2: 10,921 shares; 2025Q3: 10,361 shares; 2025Q4: 7,696 shares; 2026Q1: 8,423 shares; 2026Q2: 8,147 shares 8,147 $2.14M 0.02% -276 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,369 shares; 2025Q4: 38,917 shares; 2026Q1: 90,548 shares; 2026Q2: 91,101 shares 91,101 $2.14M 0.02% +553 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,444 shares; 2025Q1: 11,407 shares; 2025Q2: 13,132 shares; 2025Q3: 13,965 shares; 2025Q4: 11,964 shares; 2026Q1: 11,426 shares; 2026Q2: 11,930 shares 11,930 $2.14M 0.02% +504 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,520 shares; 2025Q1: 6,523 shares; 2025Q2: 10,030 shares; 2025Q3: 7,975 shares; 2025Q4: 3,905 shares; 2026Q1: 6,595 shares; 2026Q2: 10,377 shares 10,377 $2.14M 0.02% +3,782 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,095 shares; 2025Q1: 9,259 shares; 2025Q2: 10,674 shares; 2025Q3: 10,850 shares; 2025Q4: 10,496 shares; 2026Q1: 10,939 shares; 2026Q2: 12,667 shares 12,667 $2.13M 0.02% +1,728 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; 2024Q3: restricted; 2024Q4: 10,004 shares; 2025Q1: 8,493 shares; 2025Q2: 10,801 shares; 2025Q3: 12,964 shares; 2025Q4: 10,919 shares; 2026Q1: 12,019 shares; 2026Q2: 11,311 shares 11,311 $2.13M 0.02% -708 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,143 shares; 2025Q1: 24,351 shares; 2025Q2: 24,832 shares; 2025Q3: 25,719 shares; 2025Q4: 26,676 shares; 2026Q1: 24,630 shares; 2026Q2: 25,245 shares 25,245 $2.12M 0.02% +615 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 307,460 shares; 2025Q1: 293,537 shares; 2025Q2: 237,788 shares; 2025Q3: 266,278 shares; 2025Q4: 325,896 shares; 2026Q1: 390,154 shares; 2026Q2: 362,695 shares 362,695 $2.11M 0.02% -27,459 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,948 shares; 2025Q4: 70,608 shares; 2026Q1: 61,661 shares; 2026Q2: 61,635 shares 61,635 $2.11M 0.02% -26 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,613 shares; 2025Q1: 23,465 shares; 2025Q2: 32,407 shares; 2025Q3: 35,314 shares; 2025Q4: 39,392 shares; 2026Q1: 39,624 shares; 2026Q2: 29,206 shares 29,206 $2.11M 0.02% -10,418 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,685 shares; 2025Q2: 5,250 shares; 2025Q3: 5,598 shares; 2025Q4: 6,289 shares; 2026Q1: 26,213 shares; 2026Q2: 29,098 shares 29,098 $2.11M 0.02% +2,885 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,129 shares; 2025Q1: 9,491 shares; 2025Q2: 8,156 shares; 2025Q3: 8,122 shares; 2025Q4: 10,617 shares; 2026Q1: 6,894 shares; 2026Q2: 8,488 shares 8,488 $2.11M 0.02% +1,594 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,575 shares; 2025Q1: 6,680 shares; 2025Q2: 5,960 shares; 2025Q3: 6,608 shares; 2025Q4: 6,985 shares; 2026Q1: 15,828 shares; 2026Q2: 15,568 shares 15,568 $2.1M 0.02% -260 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,574 shares; 2025Q1: 22,545 shares; 2025Q2: 16,357 shares; 2025Q3: 16,942 shares; 2025Q4: 17,981 shares; 2026Q1: 29,897 shares; 2026Q2: 28,650 shares 28,650 $2.09M 0.02% -1,247 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,723 shares; 2025Q1: 22,664 shares; 2025Q2: 20,659 shares; 2025Q3: 16,150 shares; 2025Q4: 18,884 shares; 2026Q1: 15,153 shares; 2026Q2: 12,255 shares 12,255 $2.08M 0.02% -2,898 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,638 shares; 2025Q1: 8,310 shares; 2025Q2: 8,699 shares; 2025Q3: 9,226 shares; 2025Q4: 8,927 shares; 2026Q1: 9,995 shares; 2026Q2: 8,731 shares 8,731 $2.08M 0.02% -1,264 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,469 shares; 2025Q3: 74,493 shares; 2025Q4: 66,972 shares; 2026Q1: 66,022 shares; 2026Q2: 38,624 shares 38,624 $2.07M 0.02% -27,398 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,829 shares; 2026Q2: 22,953 shares 22,953 $2.06M 0.02% +18,124 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,785 shares; 2025Q1: 65,843 shares; 2025Q2: 54,227 shares; 2025Q3: 25,153 shares; 2025Q4: 26,233 shares; 2026Q1: 28,934 shares; 2026Q2: 22,481 shares 22,481 $2.06M 0.02% -6,453 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,613 shares; 2025Q1: 8,966 shares; 2025Q2: 6,393 shares; 2025Q3: 5,548 shares; 2025Q4: 4,813 shares; 2026Q1: 5,273 shares; 2026Q2: 3,576 shares 3,576 $2.05M 0.02% -1,697 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,603 shares; 2025Q1: 3,430 shares; 2025Q2: 3,035 shares; 2025Q3: 5,731 shares; 2025Q4: 5,034 shares; 2026Q1: 3,982 shares; 2026Q2: 5,569 shares 5,569 $2.03M 0.02% +1,587 Timeline VNQI 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; 2024Q3: restricted; 2024Q4: 21,767 shares; 2025Q1: 21,523 shares; 2025Q2: 20,399 shares; 2025Q3: 20,031 shares; 2025Q4: 33,764 shares; 2026Q1: 33,900 shares; 2026Q2: 45,255 shares 45,255 $2.03M 0.02% +11,355 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,017 shares; 2025Q1: 51,063 shares; 2025Q2: 28,438 shares; 2025Q3: 28,560 shares; 2025Q4: 30,094 shares; 2026Q1: 30,309 shares; 2026Q2: 40,286 shares 40,286 $2.03M 0.02% +9,977 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,578 shares; 2025Q1: 7,062 shares; 2025Q2: 7,269 shares; 2025Q3: 9,835 shares; 2025Q4: 13,055 shares; 2026Q1: 10,854 shares; 2026Q2: 17,810 shares 17,810 $2.02M 0.02% +6,956 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,100 shares; 2026Q2: 15,302 shares 15,302 $2.02M 0.02% +2,202 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,992 shares; 2025Q1: 17,468 shares; 2025Q2: 24,155 shares; 2025Q3: 25,662 shares; 2025Q4: 32,599 shares; 2026Q1: 38,193 shares; 2026Q2: 43,240 shares 43,240 $2.02M 0.02% +5,047 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,440 shares; 2025Q1: 5,380 shares; 2025Q2: 5,005 shares; 2025Q3: 4,980 shares; 2025Q4: 3,971 shares; 2026Q1: 4,806 shares; 2026Q2: 5,349 shares 5,349 $2.01M 0.02% +543 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,321 shares; 2026Q2: 79,440 shares 79,440 $2.01M 0.02% +5,119 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,305 shares; 2025Q3: 11,804 shares; 2025Q4: 16,135 shares; 2026Q1: 23,028 shares; 2026Q2: 50,672 shares 50,672 $2.01M 0.02% +27,644 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,311 shares; 2025Q1: 4,204 shares; 2025Q2: 4,276 shares; 2025Q3: 5,194 shares; 2025Q4: 6,173 shares; 2026Q1: 9,874 shares; 2026Q2: 6,676 shares 6,676 $2.01M 0.02% -3,198 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,233 shares; 2025Q1: 12,484 shares; 2025Q2: 19,668 shares; 2025Q3: 16,028 shares; 2025Q4: 22,519 shares; 2026Q1: 79,436 shares; 2026Q2: 83,885 shares 83,885 $2.01M 0.02% +4,449 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,351 shares; 2026Q1: 64,082 shares; 2026Q2: 56,598 shares 56,598 $2M 0.02% -7,484 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,090 shares; 2025Q1: 6,962 shares; 2025Q2: 7,424 shares; 2025Q3: 7,123 shares; 2025Q4: 6,305 shares; 2026Q1: 6,081 shares; 2026Q2: 4,756 shares 4,756 $2M 0.02% -1,325 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,736 shares; 2025Q1: 14,803 shares; 2025Q2: 20,187 shares; 2025Q3: 20,439 shares; 2025Q4: 20,214 shares; 2026Q1: 46,822 shares; 2026Q2: 34,261 shares 34,261 $1.99M 0.02% -12,561 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,690 shares; 2025Q1: 53,977 shares; 2025Q2: 40,083 shares; 2025Q3: 35,511 shares; 2025Q4: 26,577 shares; 2026Q1: 25,257 shares; 2026Q2: 24,474 shares 24,474 $1.99M 0.02% -783 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; 2024Q3: restricted; 2024Q4: 23,962 shares; 2025Q1: 26,462 shares; 2025Q2: 35,649 shares; 2025Q3: 26,268 shares; 2025Q4: 30,597 shares; 2026Q1: 24,435 shares; 2026Q2: 14,417 shares 14,417 $1.99M 0.02% -10,018 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,427 shares; 2025Q1: 4,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,432 shares; 2026Q2: 18,564 shares 18,564 $1.99M 0.02% +1,132 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,285 shares; 2025Q1: 18,577 shares; 2025Q2: 10,389 shares; 2025Q3: 7,587 shares; 2025Q4: 7,868 shares; 2026Q1: 7,565 shares; 2026Q2: 8,619 shares 8,619 $1.98M 0.02% +1,054 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,720 shares; 2026Q1: 68,787 shares; 2026Q2: 79,891 shares 79,891 $1.97M 0.02% +11,104 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,441 shares; 2025Q4: 40,023 shares; 2026Q1: 41,025 shares; 2026Q2: 39,734 shares 39,734 $1.97M 0.02% -1,291 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,448 shares 14,448 $1.96M 0.02% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,303 shares; 2025Q4: 41,061 shares; 2026Q1: 42,162 shares; 2026Q2: 42,223 shares 42,223 $1.96M 0.02% +61 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,433 shares; 2025Q1: 108,310 shares; 2025Q2: 108,004 shares; 2025Q3: 83,571 shares; 2025Q4: 10,101 shares; 2026Q1: 10,726 shares; 2026Q2: 84,666 shares 84,666 $1.96M 0.02% +73,940 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,801 shares; 2026Q2: 26,144 shares 26,144 $1.96M 0.02% +2,343 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,393 shares; 2025Q1: 6,661 shares; 2025Q2: 7,461 shares; 2025Q3: 8,334 shares; 2025Q4: 8,955 shares; 2026Q1: 7,825 shares; 2026Q2: 7,393 shares 7,393 $1.96M 0.02% -432 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,616 shares; 2025Q1: 8,928 shares; 2025Q2: 5,812 shares; 2025Q3: 5,868 shares; 2025Q4: 8,341 shares; 2026Q1: 8,278 shares; 2026Q2: 8,661 shares 8,661 $1.95M 0.02% +383 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,391 shares; 2025Q4: not reported; 2026Q1: 9,390 shares; 2026Q2: 19,167 shares 19,167 $1.95M 0.02% +9,777 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,903 shares; 2025Q1: 41,885 shares; 2025Q2: 43,280 shares; 2025Q3: 23,379 shares; 2025Q4: 14,522 shares; 2026Q1: 16,147 shares; 2026Q2: 15,908 shares 15,908 $1.95M 0.02% -239 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,108 shares; 2025Q1: 12,993 shares; 2025Q2: 15,375 shares; 2025Q3: 12,328 shares; 2025Q4: 11,969 shares; 2026Q1: 12,885 shares; 2026Q2: 12,778 shares 12,778 $1.94M 0.02% -107 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,585 shares; 2025Q4: 45,665 shares; 2026Q1: 47,385 shares; 2026Q2: 45,967 shares 45,967 $1.94M 0.02% -1,418 Timeline GBND 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,335 shares 38,335 $1.94M 0.02% new 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; 2024Q3: restricted; 2024Q4: 7,987 shares; 2025Q1: 7,233 shares; 2025Q2: 6,802 shares; 2025Q3: 7,428 shares; 2025Q4: 7,549 shares; 2026Q1: 8,577 shares; 2026Q2: 10,513 shares 10,513 $1.93M 0.02% +1,936 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; 2024Q3: restricted; 2024Q4: 5,630 shares; 2025Q1: 7,106 shares; 2025Q2: 6,267 shares; 2025Q3: 5,025 shares; 2025Q4: 5,213 shares; 2026Q1: 5,248 shares; 2026Q2: 4,929 shares 4,929 $1.92M 0.02% -319 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,383 shares; 2025Q2: 31,744 shares; 2025Q3: 33,273 shares; 2025Q4: 34,435 shares; 2026Q1: 11,535 shares; 2026Q2: 19,122 shares 19,122 $1.92M 0.02% +7,587 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,532 shares; 2025Q1: 8,107 shares; 2025Q2: 7,981 shares; 2025Q3: 6,035 shares; 2025Q4: 3,992 shares; 2026Q1: 4,186 shares; 2026Q2: 2,282 shares 2,282 $1.92M 0.02% -1,904 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,377 shares; 2025Q1: 34,413 shares; 2025Q2: 34,539 shares; 2025Q3: 31,598 shares; 2025Q4: 28,736 shares; 2026Q1: 26,705 shares; 2026Q2: 21,555 shares 21,555 $1.91M 0.02% -5,150 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,826 shares; 2026Q1: 36,131 shares; 2026Q2: 39,727 shares 39,727 $1.91M 0.02% +3,596 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,674 shares; 2025Q1: 4,187 shares; 2025Q2: 5,131 shares; 2025Q3: 4,033 shares; 2025Q4: 3,915 shares; 2026Q1: 4,504 shares; 2026Q2: 5,016 shares 5,016 $1.91M 0.02% +512 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,844 shares; 2025Q1: 10,269 shares; 2025Q2: 9,041 shares; 2025Q3: 10,807 shares; 2025Q4: 10,810 shares; 2026Q1: 11,131 shares; 2026Q2: 11,743 shares 11,743 $1.91M 0.02% +612 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,243 shares; 2025Q1: 16,162 shares; 2025Q2: 16,339 shares; 2025Q3: 24,029 shares; 2025Q4: 19,445 shares; 2026Q1: 12,457 shares; 2026Q2: 11,995 shares 11,995 $1.9M 0.02% -462 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,843 shares; 2025Q1: 45,785 shares; 2025Q2: 40,546 shares; 2025Q3: 47,011 shares; 2025Q4: 44,555 shares; 2026Q1: 45,301 shares; 2026Q2: 42,109 shares 42,109 $1.9M 0.02% -3,192 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,083 shares; 2025Q3: 29,989 shares; 2025Q4: 33,153 shares; 2026Q1: 20,706 shares; 2026Q2: 22,950 shares 22,950 $1.89M 0.02% +2,244 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,848 shares; 2026Q1: 15,250 shares; 2026Q2: 11,566 shares 11,566 $1.89M 0.02% -3,684 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,425 shares; 2025Q1: 50,490 shares; 2025Q2: 62,231 shares; 2025Q3: 53,518 shares; 2025Q4: 39,785 shares; 2026Q1: 22,568 shares; 2026Q2: 23,489 shares 23,489 $1.89M 0.02% +921 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,196 shares; 2025Q4: 38,788 shares; 2026Q1: 39,843 shares; 2026Q2: 38,619 shares 38,619 $1.88M 0.02% -1,224 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; 2024Q3: restricted; 2024Q4: 21,745 shares; 2025Q1: 22,727 shares; 2025Q2: 22,561 shares; 2025Q3: 5,760 shares; 2025Q4: 15,846 shares; 2026Q1: 14,538 shares; 2026Q2: 14,719 shares 14,719 $1.88M 0.02% +181 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,516 shares; 2025Q1: 47,172 shares; 2025Q2: 49,140 shares; 2025Q3: 80,736 shares; 2025Q4: 77,720 shares; 2026Q1: 83,246 shares; 2026Q2: 87,860 shares 87,860 $1.88M 0.02% +4,614 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,605 shares; 2025Q1: 15,750 shares; 2025Q2: 20,816 shares; 2025Q3: 24,322 shares; 2025Q4: 30,038 shares; 2026Q1: 32,981 shares; 2026Q2: 29,825 shares 29,825 $1.88M 0.02% -3,156 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,671 shares; 2025Q1: 18,006 shares; 2025Q2: 6,867 shares; 2025Q3: 6,933 shares; 2025Q4: 7,401 shares; 2026Q1: 7,506 shares; 2026Q2: 7,600 shares 7,600 $1.87M 0.02% +94 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,329 shares; 2025Q1: 8,077 shares; 2025Q2: 7,173 shares; 2025Q3: 6,231 shares; 2025Q4: 6,354 shares; 2026Q1: 5,205 shares; 2026Q2: 6,939 shares 6,939 $1.87M 0.02% +1,734 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,889 shares; 2025Q1: 5,117 shares; 2025Q2: 9,119 shares; 2025Q3: 17,221 shares; 2025Q4: 22,923 shares; 2026Q1: 26,876 shares; 2026Q2: 19,652 shares 19,652 $1.87M 0.02% -7,224 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,614 shares; 2025Q1: 23,044 shares; 2025Q2: 17,874 shares; 2025Q3: 19,397 shares; 2025Q4: 18,867 shares; 2026Q1: 19,172 shares; 2026Q2: 15,732 shares 15,732 $1.86M 0.02% -3,440 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; 2024Q3: restricted; 2024Q4: 18,008 shares; 2025Q1: 18,140 shares; 2025Q2: 18,535 shares; 2025Q3: 18,684 shares; 2025Q4: 21,689 shares; 2026Q1: 21,972 shares; 2026Q2: 24,292 shares 24,292 $1.86M 0.02% +2,320 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,286 shares; 2025Q1: 7,498 shares; 2025Q2: 12,127 shares; 2025Q3: 7,970 shares; 2025Q4: 6,651 shares; 2026Q1: 5,941 shares; 2026Q2: 4,699 shares 4,699 $1.85M 0.02% -1,242 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,684 shares; 2025Q1: 7,431 shares; 2025Q2: 7,886 shares; 2025Q3: 17,791 shares; 2025Q4: 15,247 shares; 2026Q1: 11,753 shares; 2026Q2: 6,612 shares 6,612 $1.85M 0.02% -5,141 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,867 shares; 2025Q1: 7,231 shares; 2025Q2: 6,740 shares; 2025Q3: 10,036 shares; 2025Q4: 9,886 shares; 2026Q1: 12,886 shares; 2026Q2: 13,908 shares 13,908 $1.85M 0.02% +1,022 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,612 shares; 2025Q1: 55,292 shares; 2025Q2: 52,347 shares; 2025Q3: 56,550 shares; 2025Q4: 53,088 shares; 2026Q1: 53,545 shares; 2026Q2: 40,121 shares 40,121 $1.84M 0.02% -13,424 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,286 shares; 2025Q1: 33,562 shares; 2025Q2: 39,702 shares; 2025Q3: 50,458 shares; 2025Q4: 45,103 shares; 2026Q1: 44,195 shares; 2026Q2: 27,111 shares 27,111 $1.84M 0.02% -17,084 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,546 shares; 2025Q1: 29,623 shares; 2025Q2: 23,597 shares; 2025Q3: 20,984 shares; 2025Q4: 21,526 shares; 2026Q1: 20,585 shares; 2026Q2: 21,206 shares 21,206 $1.84M 0.02% +621 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,665 shares; 2025Q1: 44,269 shares; 2025Q2: 41,300 shares; 2025Q3: 35,466 shares; 2025Q4: 36,707 shares; 2026Q1: 33,552 shares; 2026Q2: 25,556 shares 25,556 $1.83M 0.02% -7,996 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,163 shares; 2025Q1: 2,570 shares; 2025Q2: 2,810 shares; 2025Q3: 3,485 shares; 2025Q4: 3,458 shares; 2026Q1: 3,599 shares; 2026Q2: 3,694 shares 3,694 $1.83M 0.02% +95 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,205 shares; 2025Q1: 15,344 shares; 2025Q2: 13,205 shares; 2025Q3: 25,291 shares; 2025Q4: 14,058 shares; 2026Q1: 12,595 shares; 2026Q2: 13,322 shares 13,322 $1.83M 0.02% +727 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,907 shares; 2025Q1: 21,172 shares; 2025Q2: 24,266 shares; 2025Q3: 26,962 shares; 2025Q4: 25,268 shares; 2026Q1: 17,851 shares; 2026Q2: 6,996 shares 6,996 $1.83M 0.02% -10,855 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,944 shares; 2025Q1: 44,355 shares; 2025Q2: 33,601 shares; 2025Q3: 34,998 shares; 2025Q4: 33,816 shares; 2026Q1: 33,607 shares; 2026Q2: 22,832 shares 22,832 $1.83M 0.02% -10,775 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,007 shares 6,007 $1.82M 0.02% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107,559 shares; 2025Q1: 124,674 shares; 2025Q2: 50,066 shares; 2025Q3: 84,356 shares; 2025Q4: 72,862 shares; 2026Q1: 38,992 shares; 2026Q2: 41,163 shares 41,163 $1.81M 0.02% +2,171 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,542 shares; 2025Q1: 25,297 shares; 2025Q2: 24,521 shares; 2025Q3: 21,774 shares; 2025Q4: 23,094 shares; 2026Q1: 20,196 shares; 2026Q2: 10,493 shares 10,493 $1.81M 0.02% -9,703 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,837 shares; 2025Q1: 2,622 shares; 2025Q2: 2,650 shares; 2025Q3: 6,410 shares; 2025Q4: 7,804 shares; 2026Q1: 6,163 shares; 2026Q2: 8,962 shares 8,962 $1.8M 0.02% +2,799 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,771 shares; 2025Q1: 51,000 shares; 2025Q2: 16,067 shares; 2025Q3: 36,074 shares; 2025Q4: 38,431 shares; 2026Q1: 17,141 shares; 2026Q2: 30,607 shares 30,607 $1.8M 0.02% +13,466 Timeline TCAI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,776 shares; 2026Q2: 32,208 shares 32,208 $1.8M 0.02% -2,568 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; 2024Q3: restricted; 2024Q4: 40,270 shares; 2025Q1: 42,603 shares; 2025Q2: 39,891 shares; 2025Q3: 43,275 shares; 2025Q4: 48,646 shares; 2026Q1: 47,981 shares; 2026Q2: 61,443 shares 61,443 $1.8M 0.02% +13,462 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,656 shares; 2025Q1: 31,910 shares; 2025Q2: 31,531 shares; 2025Q3: 30,989 shares; 2025Q4: 38,586 shares; 2026Q1: 22,092 shares; 2026Q2: 27,986 shares 27,986 $1.8M 0.02% +5,894 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,445 shares; 2025Q4: 24,856 shares; 2026Q1: 46,176 shares; 2026Q2: 50,895 shares 50,895 $1.79M 0.02% +4,719 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,762 shares; 2025Q1: 16,906 shares; 2025Q2: 14,841 shares; 2025Q3: 14,504 shares; 2025Q4: 14,062 shares; 2026Q1: 12,760 shares; 2026Q2: 10,886 shares 10,886 $1.79M 0.02% -1,874 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; 2024Q3: restricted; 2024Q4: 10,059 shares; 2025Q1: 9,908 shares; 2025Q2: 6,311 shares; 2025Q3: 4,690 shares; 2025Q4: 7,201 shares; 2026Q1: 8,240 shares; 2026Q2: 11,275 shares 11,275 $1.78M 0.02% +3,035 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 77,268 shares; 2025Q2: 51,317 shares; 2025Q3: 85,896 shares; 2025Q4: 86,517 shares; 2026Q1: 88,505 shares; 2026Q2: 82,003 shares 82,003 $1.78M 0.02% -6,502 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,224 shares; 2025Q1: 31,985 shares; 2025Q2: 53,193 shares; 2025Q3: 53,928 shares; 2025Q4: 48,083 shares; 2026Q1: 44,273 shares; 2026Q2: 46,592 shares 46,592 $1.77M 0.02% +2,319 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,300 shares; 2025Q1: 21,223 shares; 2025Q2: 26,738 shares; 2025Q3: 26,141 shares; 2025Q4: 25,577 shares; 2026Q1: 25,400 shares; 2026Q2: 23,363 shares 23,363 $1.77M 0.02% -2,037 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 240 shares; 2025Q3: 226 shares; 2025Q4: 222 shares; 2026Q1: 237 shares; 2026Q2: 260 shares 260 $1.77M 0.02% +23 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,792 shares; 2025Q2: 9,110 shares; 2025Q3: 23,463 shares; 2025Q4: 26,917 shares; 2026Q1: 33,608 shares; 2026Q2: 27,273 shares 27,273 $1.77M 0.02% -6,335 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,191 shares; 2025Q1: 45,934 shares; 2025Q2: 41,289 shares; 2025Q3: 33,342 shares; 2025Q4: 39,552 shares; 2026Q1: 38,050 shares; 2026Q2: 18,391 shares 18,391 $1.77M 0.02% -19,659 Timeline JQUA 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,692 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,405 shares 24,405 $1.76M 0.02% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 3,674 shares; 2025Q4: 8,575 shares; 2026Q1: 4,398 shares; 2026Q2: 6,474 shares 6,474 $1.76M 0.02% +2,076 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,510 shares; 2025Q1: 22,961 shares; 2025Q2: 19,442 shares; 2025Q3: 15,924 shares; 2025Q4: 15,733 shares; 2026Q1: 14,678 shares; 2026Q2: 17,575 shares 17,575 $1.76M 0.02% +2,897 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; 2024Q3: restricted; 2024Q4: 32,819 shares; 2025Q1: 37,656 shares; 2025Q2: 37,679 shares; 2025Q3: 27,596 shares; 2025Q4: 20,206 shares; 2026Q1: 26,610 shares; 2026Q2: 27,275 shares 27,275 $1.75M 0.02% +665 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,730 shares; 2025Q1: 35,390 shares; 2025Q2: 35,486 shares; 2025Q3: 15,869 shares; 2025Q4: 16,189 shares; 2026Q1: 7,960 shares; 2026Q2: 14,882 shares 14,882 $1.75M 0.02% +6,922 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,627 shares; 2025Q1: 4,053 shares; 2025Q2: 4,855 shares; 2025Q3: 5,033 shares; 2025Q4: 4,900 shares; 2026Q1: 3,123 shares; 2026Q2: 3,918 shares 3,918 $1.74M 0.02% +795 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,071 shares; 2025Q1: 48,253 shares; 2025Q2: 53,137 shares; 2025Q3: 51,788 shares; 2025Q4: 50,175 shares; 2026Q1: 37,200 shares; 2026Q2: 38,586 shares 38,586 $1.74M 0.02% +1,386 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,126 shares; 2025Q1: 5,247 shares; 2025Q2: 5,198 shares; 2025Q3: 5,066 shares; 2025Q4: 4,072 shares; 2026Q1: 5,225 shares; 2026Q2: 5,457 shares 5,457 $1.74M 0.02% +232 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,725 shares; 2025Q1: 3,796 shares; 2025Q2: 6,368 shares; 2025Q3: 6,130 shares; 2025Q4: 6,487 shares; 2026Q1: 7,676 shares; 2026Q2: 6,948 shares 6,948 $1.74M 0.02% -728 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,478 shares; 2025Q1: 41,830 shares; 2025Q2: 54,586 shares; 2025Q3: 40,214 shares; 2025Q4: 40,085 shares; 2026Q1: 39,422 shares; 2026Q2: 37,864 shares 37,864 $1.74M 0.02% -1,558 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,675 shares; 2025Q1: 28,284 shares; 2025Q2: 22,702 shares; 2025Q3: 25,478 shares; 2025Q4: 25,340 shares; 2026Q1: 19,401 shares; 2026Q2: 26,133 shares 26,133 $1.74M 0.02% +6,732 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,818 shares; 2025Q3: 7,884 shares; 2025Q4: 6,478 shares; 2026Q1: 5,884 shares; 2026Q2: 14,053 shares 14,053 $1.73M 0.02% +8,169 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,556 shares; 2025Q1: 50,907 shares; 2025Q2: 56,792 shares; 2025Q3: 55,021 shares; 2025Q4: 40,797 shares; 2026Q1: 81,821 shares; 2026Q2: 61,179 shares 61,179 $1.73M 0.02% -20,642 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99,312 shares; 2025Q1: 122,374 shares; 2025Q2: 138,407 shares; 2025Q3: 140,646 shares; 2025Q4: 137,981 shares; 2026Q1: 126,599 shares; 2026Q2: 98,232 shares 98,232 $1.73M 0.02% -28,367 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,171 shares; 2025Q1: 5,211 shares; 2025Q2: 5,241 shares; 2025Q3: 5,249 shares; 2025Q4: 4,814 shares; 2026Q1: 4,830 shares; 2026Q2: 12,178 shares 12,178 $1.73M 0.02% +7,348 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,926 shares; 2025Q1: 9,049 shares; 2025Q2: 11,800 shares; 2025Q3: 10,492 shares; 2025Q4: 10,516 shares; 2026Q1: 10,438 shares; 2026Q2: 10,696 shares 10,696 $1.72M 0.02% +258 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,837 shares; 2025Q1: 28,674 shares; 2025Q2: 33,746 shares; 2025Q3: 35,456 shares; 2025Q4: 36,712 shares; 2026Q1: 36,377 shares; 2026Q2: 50,433 shares 50,433 $1.71M 0.02% +14,056 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; 2024Q3: restricted; 2024Q4: 31,090 shares; 2025Q1: 30,639 shares; 2025Q2: 27,635 shares; 2025Q3: 23,747 shares; 2025Q4: 23,322 shares; 2026Q1: 15,296 shares; 2026Q2: 13,015 shares 13,015 $1.71M 0.02% -2,281 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,062 shares; 2025Q1: 44,097 shares; 2025Q2: 28,282 shares; 2025Q3: 24,189 shares; 2025Q4: 19,015 shares; 2026Q1: 33,391 shares; 2026Q2: 36,931 shares 36,931 $1.71M 0.02% +3,540 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; 2024Q3: restricted; 2024Q4: 15,642 shares; 2025Q1: 15,689 shares; 2025Q2: 15,751 shares; 2025Q3: 13,141 shares; 2025Q4: 7,759 shares; 2026Q1: 8,123 shares; 2026Q2: 7,417 shares 7,417 $1.71M 0.02% -706 Timeline LALT 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 108,961 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,993 shares 70,993 $1.71M 0.02% new Timeline GPIQ 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,633 shares 28,633 $1.7M 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,763 shares; 2025Q1: 9,386 shares; 2025Q2: 12,207 shares; 2025Q3: 12,566 shares; 2025Q4: 12,899 shares; 2026Q1: 10,767 shares; 2026Q2: 18,994 shares 18,994 $1.69M 0.02% +8,227 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,310 shares; 2025Q1: 2,713 shares; 2025Q2: 3,538 shares; 2025Q3: 8,114 shares; 2025Q4: 7,124 shares; 2026Q1: 7,240 shares; 2026Q2: 7,073 shares 7,073 $1.68M 0.02% -167 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,609 shares; 2025Q1: 13,108 shares; 2025Q2: 14,449 shares; 2025Q3: 16,773 shares; 2025Q4: 15,283 shares; 2026Q1: 15,343 shares; 2026Q2: 15,147 shares 15,147 $1.68M 0.02% -196 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,928 shares 68,928 $1.68M 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,263 shares; 2025Q1: 13,480 shares; 2025Q2: 18,109 shares; 2025Q3: 19,129 shares; 2025Q4: 19,908 shares; 2026Q1: 22,419 shares; 2026Q2: 29,352 shares 29,352 $1.68M 0.02% +6,933 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,412 shares; 2025Q1: 13,275 shares; 2025Q2: 14,012 shares; 2025Q3: 14,670 shares; 2025Q4: 15,014 shares; 2026Q1: 15,701 shares; 2026Q2: 11,398 shares 11,398 $1.67M 0.02% -4,303 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,460 shares; 2025Q1: 11,089 shares; 2025Q2: 12,853 shares; 2025Q3: 12,784 shares; 2025Q4: 12,785 shares; 2026Q1: 3,915 shares; 2026Q2: 16,991 shares 16,991 $1.67M 0.02% +13,076 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 167,566 shares; 2025Q1: 156,664 shares; 2025Q2: 171,547 shares; 2025Q3: 128,316 shares; 2025Q4: 137,684 shares; 2026Q1: 166,608 shares; 2026Q2: 178,931 shares 178,931 $1.67M 0.02% +12,323 Timeline FLGV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,357 shares; 2025Q4: 79,245 shares; 2026Q1: 76,316 shares; 2026Q2: 82,175 shares 82,175 $1.67M 0.02% +5,859 Timeline GARY ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,949 shares; 2026Q1: 70,095 shares; 2026Q2: 60,018 shares 60,018 $1.67M 0.02% -10,077 Timeline CIBR 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; 2024Q3: restricted; 2024Q4: 8,383 shares; 2025Q1: 8,511 shares; 2025Q2: 6,940 shares; 2025Q3: 7,429 shares; 2025Q4: 8,558 shares; 2026Q1: 13,761 shares; 2026Q2: 18,482 shares 18,482 $1.66M 0.02% +4,721 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,506 shares; 2025Q1: 34,515 shares; 2025Q2: 27,822 shares; 2025Q3: 17,645 shares; 2025Q4: 13,875 shares; 2026Q1: 11,575 shares; 2026Q2: 20,138 shares 20,138 $1.66M 0.02% +8,563 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,021 shares; 2025Q1: 2,242 shares; 2025Q2: 1,560 shares; 2025Q3: 1,388 shares; 2025Q4: 1,604 shares; 2026Q1: 1,934 shares; 2026Q2: 2,599 shares 2,599 $1.65M 0.02% +665 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; 2024Q3: restricted; 2024Q4: 9,566 shares; 2025Q1: 10,782 shares; 2025Q2: 10,422 shares; 2025Q3: 9,951 shares; 2025Q4: 9,898 shares; 2026Q1: 10,023 shares; 2026Q2: 9,642 shares 9,642 $1.64M 0.02% -381 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,903 shares; 2025Q1: 4,673 shares; 2025Q2: 4,425 shares; 2025Q3: 10,746 shares; 2025Q4: 14,890 shares; 2026Q1: 19,026 shares; 2026Q2: 20,625 shares 20,625 $1.63M 0.02% +1,599 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,137 shares; 2025Q1: 26,208 shares; 2025Q2: 33,303 shares; 2025Q3: 31,702 shares; 2025Q4: 36,865 shares; 2026Q1: 30,028 shares; 2026Q2: 27,452 shares 27,452 $1.63M 0.02% -2,576 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,304 shares; 2025Q1: 24,505 shares; 2025Q2: 28,483 shares; 2025Q3: 18,728 shares; 2025Q4: 19,092 shares; 2026Q1: 20,583 shares; 2026Q2: 11,974 shares 11,974 $1.63M 0.02% -8,609 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,316 shares; 2025Q1: 35,377 shares; 2025Q2: 29,859 shares; 2025Q3: 28,352 shares; 2025Q4: 33,938 shares; 2026Q1: 35,255 shares; 2026Q2: 33,457 shares 33,457 $1.63M 0.02% -1,798 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,637 shares; 2025Q1: 15,294 shares; 2025Q2: 16,129 shares; 2025Q3: 12,749 shares; 2025Q4: 13,638 shares; 2026Q1: 13,621 shares; 2026Q2: 13,706 shares 13,706 $1.63M 0.02% +85 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; 2024Q3: restricted; 2024Q4: 10,148 shares; 2025Q1: 6,650 shares; 2025Q2: 9,936 shares; 2025Q3: 8,902 shares; 2025Q4: 8,132 shares; 2026Q1: 4,367 shares; 2026Q2: 4,084 shares 4,084 $1.62M 0.02% -283 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,936 shares; 2025Q1: 2,917 shares; 2025Q2: 3,797 shares; 2025Q3: 3,410 shares; 2025Q4: 3,352 shares; 2026Q1: 3,005 shares; 2026Q2: 3,804 shares 3,804 $1.62M 0.02% +799 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,846 shares; 2025Q1: 1,950 shares; 2025Q2: 2,446 shares; 2025Q3: 2,481 shares; 2025Q4: 2,391 shares; 2026Q1: 2,550 shares; 2026Q2: 4,845 shares 4,845 $1.61M 0.02% +2,295 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,356 shares; 2025Q1: 6,262 shares; 2025Q2: 9,581 shares; 2025Q3: 11,458 shares; 2025Q4: 11,913 shares; 2026Q1: 13,897 shares; 2026Q2: 15,377 shares 15,377 $1.61M 0.02% +1,480 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,544 shares; 2026Q2: 59,494 shares 59,494 $1.61M 0.02% +23,950 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,732 shares; 2025Q4: not reported; 2026Q1: 1,497 shares; 2026Q2: 4,535 shares 4,535 $1.61M 0.02% +3,038 Timeline IBTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,309 shares 64,309 $1.6M 0.02% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,700 shares; 2025Q1: 15,000 shares; 2025Q2: 18,631 shares; 2025Q3: 25,428 shares; 2025Q4: 33,230 shares; 2026Q1: 36,489 shares; 2026Q2: 33,596 shares 33,596 $1.6M 0.02% -2,893 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,491 shares; 2025Q4: 72,024 shares; 2026Q1: 73,603 shares; 2026Q2: 69,806 shares 69,806 $1.6M 0.02% -3,797 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,808 shares; 2025Q1: not reported; 2025Q2: 3,162 shares; 2025Q3: 4,795 shares; 2025Q4: 5,648 shares; 2026Q1: 8,056 shares; 2026Q2: 13,614 shares 13,614 $1.59M 0.02% +5,558 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,729 shares; 2025Q1: 11,501 shares; 2025Q2: 14,169 shares; 2025Q3: 12,374 shares; 2025Q4: 12,157 shares; 2026Q1: 15,152 shares; 2026Q2: 9,252 shares 9,252 $1.57M 0.02% -5,900 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,039 shares; 2025Q1: 13,348 shares; 2025Q2: 9,407 shares; 2025Q3: 11,285 shares; 2025Q4: 10,152 shares; 2026Q1: 2,135 shares; 2026Q2: 10,167 shares 10,167 $1.57M 0.02% +8,032 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,240 shares; 2025Q1: 51,304 shares; 2025Q2: 306,565 shares; 2025Q3: 235,157 shares; 2025Q4: 61,867 shares; 2026Q1: 24,993 shares; 2026Q2: 66,756 shares 66,756 $1.56M 0.02% +41,763 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,523 shares; 2025Q1: 23,142 shares; 2025Q2: 28,837 shares; 2025Q3: 31,337 shares; 2025Q4: 27,051 shares; 2026Q1: 25,841 shares; 2026Q2: 14,641 shares 14,641 $1.56M 0.02% -11,200 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; 2024Q3: restricted; 2024Q4: 13,149 shares; 2025Q1: 13,931 shares; 2025Q2: 11,942 shares; 2025Q3: 16,660 shares; 2025Q4: 17,115 shares; 2026Q1: 22,745 shares; 2026Q2: 21,765 shares 21,765 $1.56M 0.02% -980 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,651 shares; 2025Q1: 25,979 shares; 2025Q2: 28,618 shares; 2025Q3: 32,931 shares; 2025Q4: 39,992 shares; 2026Q1: 41,099 shares; 2026Q2: 28,154 shares 28,154 $1.56M 0.02% -12,945 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,089 shares; 2025Q1: 3,949 shares; 2025Q2: 3,997 shares; 2025Q3: 4,486 shares; 2025Q4: 5,601 shares; 2026Q1: 5,018 shares; 2026Q2: 4,595 shares 4,595 $1.56M 0.02% -423 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; 2024Q3: restricted; 2024Q4: 17,058 shares; 2025Q1: 27,560 shares; 2025Q2: 23,838 shares; 2025Q3: 18,843 shares; 2025Q4: 19,173 shares; 2026Q1: 12,083 shares; 2026Q2: 13,167 shares 13,167 $1.55M 0.02% +1,084 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; 2024Q3: restricted; 2024Q4: 15,867 shares; 2025Q1: 15,797 shares; 2025Q2: 17,066 shares; 2025Q3: 16,049 shares; 2025Q4: 14,516 shares; 2026Q1: 8,154 shares; 2026Q2: 8,734 shares 8,734 $1.55M 0.02% +580 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,707 shares; 2025Q1: 14,456 shares; 2025Q2: 6,308 shares; 2025Q3: 6,098 shares; 2025Q4: 6,499 shares; 2026Q1: 10,406 shares; 2026Q2: 10,618 shares 10,618 $1.55M 0.02% +212 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,167 shares; 2025Q1: 9,103 shares; 2025Q2: 8,399 shares; 2025Q3: 7,547 shares; 2025Q4: 7,994 shares; 2026Q1: 5,537 shares; 2026Q2: 8,962 shares 8,962 $1.54M 0.02% +3,425 Timeline JMBS 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; 2024Q3: restricted; 2024Q4: 73,837 shares; 2025Q1: 75,972 shares; 2025Q2: 87,364 shares; 2025Q3: 77,894 shares; 2025Q4: 73,993 shares; 2026Q1: 34,965 shares; 2026Q2: 34,213 shares 34,213 $1.54M 0.02% -752 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90,540 shares; 2025Q1: 89,423 shares; 2025Q2: 46,363 shares; 2025Q3: 43,669 shares; 2025Q4: 41,506 shares; 2026Q1: 12,887 shares; 2026Q2: 13,302 shares 13,302 $1.54M 0.02% +415 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,435 shares; 2025Q1: 26,717 shares; 2025Q2: 84,067 shares; 2025Q3: 23,662 shares; 2025Q4: 18,210 shares; 2026Q1: 27,167 shares; 2026Q2: 115,855 shares 115,855 $1.54M 0.02% +88,688 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,817 shares; 2025Q1: 5,386 shares; 2025Q2: 6,848 shares; 2025Q3: 8,356 shares; 2025Q4: 7,679 shares; 2026Q1: 9,016 shares; 2026Q2: 8,859 shares 8,859 $1.53M 0.02% -157 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,837 shares; 2025Q1: 13,377 shares; 2025Q2: 12,496 shares; 2025Q3: 12,681 shares; 2025Q4: 5,873 shares; 2026Q1: 6,916 shares; 2026Q2: 4,365 shares 4,365 $1.53M 0.02% -2,551 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,574 shares; 2025Q1: 3,989 shares; 2025Q2: 7,519 shares; 2025Q3: 5,644 shares; 2025Q4: 8,134 shares; 2026Q1: 11,714 shares; 2026Q2: 11,914 shares 11,914 $1.53M 0.02% +200 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,612 shares; 2025Q1: 16,026 shares; 2025Q2: 17,940 shares; 2025Q3: 21,603 shares; 2025Q4: 12,369 shares; 2026Q1: 7,853 shares; 2026Q2: 8,258 shares 8,258 $1.52M 0.02% +405 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,952 shares; 2025Q1: 8,746 shares; 2025Q2: 7,871 shares; 2025Q3: 7,713 shares; 2025Q4: 7,502 shares; 2026Q1: 4,797 shares; 2026Q2: 7,025 shares 7,025 $1.52M 0.02% +2,228 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,578 shares 18,578 $1.51M 0.02% new 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; 2024Q3: restricted; 2024Q4: 10,723 shares; 2025Q1: 20,721 shares; 2025Q2: 3,644 shares; 2025Q3: 6,549 shares; 2025Q4: 9,903 shares; 2026Q1: 11,529 shares; 2026Q2: 12,793 shares 12,793 $1.51M 0.02% +1,264 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,503 shares; 2025Q1: 28,202 shares; 2025Q2: 26,394 shares; 2025Q3: 25,811 shares; 2025Q4: 33,620 shares; 2026Q1: 30,065 shares; 2026Q2: 22,501 shares 22,501 $1.51M 0.02% -7,564 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 6,826 shares; 2026Q1: 16,730 shares; 2026Q2: 16,788 shares 16,788 $1.51M 0.02% +58 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,316 shares; 2025Q2: 15,094 shares; 2025Q3: 21,291 shares; 2025Q4: 28,005 shares; 2026Q1: 28,578 shares; 2026Q2: 30,244 shares 30,244 $1.51M 0.02% +1,666 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,587 shares; 2025Q1: 3,483 shares; 2025Q2: 3,599 shares; 2025Q3: 4,164 shares; 2025Q4: 4,756 shares; 2026Q1: 2,813 shares; 2026Q2: 5,695 shares 5,695 $1.5M 0.02% +2,882 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,623 shares; 2025Q1: 12,216 shares; 2025Q2: 6,000 shares; 2025Q3: 6,525 shares; 2025Q4: 6,255 shares; 2026Q1: 7,446 shares; 2026Q2: 8,636 shares 8,636 $1.5M 0.02% +1,190 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,199 shares; 2025Q1: 3,887 shares; 2025Q2: 3,697 shares; 2025Q3: 5,073 shares; 2025Q4: 6,984 shares; 2026Q1: 5,551 shares; 2026Q2: 5,844 shares 5,844 $1.5M 0.01% +293 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,862 shares; 2025Q1: 5,936 shares; 2025Q2: 5,941 shares; 2025Q3: 5,594 shares; 2025Q4: 4,987 shares; 2026Q1: 5,199 shares; 2026Q2: 4,736 shares 4,736 $1.49M 0.01% -463 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,626 shares; 2025Q1: 19,888 shares; 2025Q2: 21,313 shares; 2025Q3: 24,817 shares; 2025Q4: 28,026 shares; 2026Q1: 26,156 shares; 2026Q2: 26,626 shares 26,626 $1.48M 0.01% +470 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,984 shares; 2025Q1: 4,988 shares; 2025Q2: 7,262 shares; 2025Q3: 6,933 shares; 2025Q4: 7,994 shares; 2026Q1: 8,479 shares; 2026Q2: 10,212 shares 10,212 $1.48M 0.01% +1,733 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,224 shares; 2025Q1: 15,654 shares; 2025Q2: 11,596 shares; 2025Q3: 12,960 shares; 2025Q4: 9,577 shares; 2026Q1: 9,952 shares; 2026Q2: 9,579 shares 9,579 $1.48M 0.01% -373 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,632 shares; 2025Q1: 28,266 shares; 2025Q2: 32,371 shares; 2025Q3: 27,325 shares; 2025Q4: 31,131 shares; 2026Q1: 42,237 shares; 2026Q2: 54,932 shares 54,932 $1.48M 0.01% +12,695 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,902 shares; 2025Q1: 5,081 shares; 2025Q2: 5,472 shares; 2025Q3: 5,135 shares; 2025Q4: 3,966 shares; 2026Q1: 4,413 shares; 2026Q2: 4,667 shares 4,667 $1.48M 0.01% +254 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,869 shares; 2025Q1: 18,921 shares; 2025Q2: 7,516 shares; 2025Q3: 6,762 shares; 2025Q4: 6,474 shares; 2026Q1: 4,221 shares; 2026Q2: 6,488 shares 6,488 $1.47M 0.01% +2,267 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,078 shares; 2025Q1: 11,527 shares; 2025Q2: 12,513 shares; 2025Q3: 21,822 shares; 2025Q4: 15,515 shares; 2026Q1: 17,877 shares; 2026Q2: 18,788 shares 18,788 $1.47M 0.01% +911 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; 2024Q3: restricted; 2024Q4: 9,426 shares; 2025Q1: 10,262 shares; 2025Q2: 9,253 shares; 2025Q3: 7,975 shares; 2025Q4: 8,838 shares; 2026Q1: 10,857 shares; 2026Q2: 10,101 shares 10,101 $1.46M 0.01% -756 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,255 shares 60,255 $1.46M 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,733 shares; 2025Q1: 25,707 shares; 2025Q2: 38,558 shares; 2025Q3: 28,438 shares; 2025Q4: 27,075 shares; 2026Q1: 29,909 shares; 2026Q2: 30,877 shares 30,877 $1.46M 0.01% +968 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,866 shares; 2025Q1: 11,932 shares; 2025Q2: 10,481 shares; 2025Q3: 9,553 shares; 2025Q4: 10,119 shares; 2026Q1: 8,601 shares; 2026Q2: 9,992 shares 9,992 $1.45M 0.01% +1,391 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,340 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,770 shares 50,770 $1.45M 0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,814 shares 50,814 $1.45M 0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,120 shares; 2026Q1: 47,244 shares; 2026Q2: 68,406 shares 68,406 $1.45M 0.01% +21,162 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,104 shares; 2025Q1: 40,651 shares; 2025Q2: 43,000 shares; 2025Q3: 46,559 shares; 2025Q4: 48,453 shares; 2026Q1: 32,951 shares; 2026Q2: 32,619 shares 32,619 $1.45M 0.01% -332 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,600 shares; 2025Q4: 16,190 shares; 2026Q1: 9,149 shares; 2026Q2: 10,163 shares 10,163 $1.45M 0.01% +1,014 Timeline JIVE 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; 2024Q3: restricted; 2024Q4: 20,939 shares; 2025Q1: 20,413 shares; 2025Q2: 19,808 shares; 2025Q3: 18,789 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,730 shares 15,730 $1.45M 0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,317 shares; 2025Q1: 47,544 shares; 2025Q2: 53,017 shares; 2025Q3: 42,478 shares; 2025Q4: 53,082 shares; 2026Q1: 57,811 shares; 2026Q2: 61,156 shares 61,156 $1.44M 0.01% +3,345 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; 2024Q3: restricted; 2024Q4: 8,626 shares; 2025Q1: 8,857 shares; 2025Q2: 9,587 shares; 2025Q3: 9,083 shares; 2025Q4: 8,696 shares; 2026Q1: 8,260 shares; 2026Q2: 8,273 shares 8,273 $1.44M 0.01% +13 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,170 shares; 2025Q2: 5,480 shares; 2025Q3: 5,287 shares; 2025Q4: 5,873 shares; 2026Q1: 5,879 shares; 2026Q2: 18,610 shares 18,610 $1.44M 0.01% +12,731 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,103 shares; 2025Q3: 6,778 shares; 2025Q4: 6,140 shares; 2026Q1: 6,396 shares; 2026Q2: 13,429 shares 13,429 $1.43M 0.01% +7,033 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,344 shares 5,344 $1.43M 0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,614 shares; 2026Q2: 7,058 shares 7,058 $1.43M 0.01% +4,444 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,684 shares; 2025Q1: 7,584 shares; 2025Q2: 8,801 shares; 2025Q3: 13,440 shares; 2025Q4: 19,895 shares; 2026Q1: 12,960 shares; 2026Q2: 15,137 shares 15,137 $1.42M 0.01% +2,177 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; 2024Q3: restricted; 2024Q4: 32,904 shares; 2025Q1: 34,804 shares; 2025Q2: 35,184 shares; 2025Q3: 25,173 shares; 2025Q4: 26,649 shares; 2026Q1: 33,329 shares; 2026Q2: 28,234 shares 28,234 $1.42M 0.01% -5,095 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,157 shares; 2025Q1: 58,571 shares; 2025Q2: 75,737 shares; 2025Q3: 77,019 shares; 2025Q4: 81,117 shares; 2026Q1: 78,634 shares; 2026Q2: 79,689 shares 79,689 $1.42M 0.01% +1,055 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,135 shares; 2025Q1: 18,107 shares; 2025Q2: 18,041 shares; 2025Q3: 17,901 shares; 2025Q4: 18,099 shares; 2026Q1: 18,512 shares; 2026Q2: 17,324 shares 17,324 $1.42M 0.01% -1,188 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,587 shares; 2025Q1: 27,846 shares; 2025Q2: 28,932 shares; 2025Q3: 32,859 shares; 2025Q4: 34,642 shares; 2026Q1: 32,417 shares; 2026Q2: 33,645 shares 33,645 $1.42M 0.01% +1,228 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,483 shares; 2025Q4: 38,035 shares; 2026Q1: 34,452 shares; 2026Q2: 38,376 shares 38,376 $1.41M 0.01% +3,924 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,810 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,135 shares 56,135 $1.41M 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,247 shares; 2025Q1: 17,897 shares; 2025Q2: 16,792 shares; 2025Q3: 14,972 shares; 2025Q4: 11,856 shares; 2026Q1: 13,811 shares; 2026Q2: 14,881 shares 14,881 $1.41M 0.01% +1,070 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,057 shares; 2025Q1: 15,464 shares; 2025Q2: 13,598 shares; 2025Q3: 12,227 shares; 2025Q4: 11,456 shares; 2026Q1: 12,482 shares; 2026Q2: 12,567 shares 12,567 $1.4M 0.01% +85 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,507 shares; 2025Q1: 73,381 shares; 2025Q2: 78,546 shares; 2025Q3: 85,397 shares; 2025Q4: 84,110 shares; 2026Q1: 6,060 shares; 2026Q2: 15,030 shares 15,030 $1.4M 0.01% +8,970 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,283 shares; 2025Q1: 7,970 shares; 2025Q2: 4,008 shares; 2025Q3: 3,897 shares; 2025Q4: 4,229 shares; 2026Q1: 5,338 shares; 2026Q2: 5,894 shares 5,894 $1.4M 0.01% +556 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,828 shares; 2026Q2: 40,979 shares 40,979 $1.4M 0.01% -4,849 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; 2024Q3: restricted; 2024Q4: 18,488 shares; 2025Q1: 19,330 shares; 2025Q2: 17,393 shares; 2025Q3: 16,049 shares; 2025Q4: 14,574 shares; 2026Q1: 21,833 shares; 2026Q2: 20,044 shares 20,044 $1.4M 0.01% -1,789 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,313 shares; 2025Q1: 35,955 shares; 2025Q2: 35,177 shares; 2025Q3: 34,520 shares; 2025Q4: 30,069 shares; 2026Q1: 7,974 shares; 2026Q2: 34,330 shares 34,330 $1.4M 0.01% +26,356 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,047 shares; 2025Q1: 8,026 shares; 2025Q2: 10,142 shares; 2025Q3: 9,498 shares; 2025Q4: 14,070 shares; 2026Q1: 21,495 shares; 2026Q2: 27,565 shares 27,565 $1.39M 0.01% +6,070 Timeline AVMV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,288 shares 17,288 $1.39M 0.01% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,317 shares; 2026Q2: 18,559 shares 18,559 $1.39M 0.01% +11,242 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,616 shares; 2025Q1: 42,404 shares; 2025Q2: 16,524 shares; 2025Q3: 12,315 shares; 2025Q4: 13,187 shares; 2026Q1: 17,276 shares; 2026Q2: 20,351 shares 20,351 $1.39M 0.01% +3,075 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,569 shares; 2025Q3: 28,060 shares; 2025Q4: 26,082 shares; 2026Q1: 32,008 shares; 2026Q2: 43,063 shares 43,063 $1.38M 0.01% +11,055 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,254 shares; 2025Q1: 20,328 shares; 2025Q2: 20,063 shares; 2025Q3: 13,051 shares; 2025Q4: 10,388 shares; 2026Q1: 15,444 shares; 2026Q2: 12,516 shares 12,516 $1.38M 0.01% -2,928 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,625 shares; 2025Q1: 6,923 shares; 2025Q2: 8,232 shares; 2025Q3: 19,962 shares; 2025Q4: 22,678 shares; 2026Q1: 21,609 shares; 2026Q2: 19,201 shares 19,201 $1.38M 0.01% -2,408 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 72,869 shares; 2025Q1: 72,310 shares; 2025Q2: 63,311 shares; 2025Q3: 54,486 shares; 2025Q4: 38,431 shares; 2026Q1: 47,268 shares; 2026Q2: 43,463 shares 43,463 $1.38M 0.01% -3,805 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,465 shares; 2025Q1: 25,688 shares; 2025Q2: 22,718 shares; 2025Q3: 21,630 shares; 2025Q4: 20,327 shares; 2026Q1: 18,710 shares; 2026Q2: 18,362 shares 18,362 $1.38M 0.01% -348 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,926 shares; 2025Q1: 22,902 shares; 2025Q2: 20,917 shares; 2025Q3: 19,646 shares; 2025Q4: 16,866 shares; 2026Q1: 14,159 shares; 2026Q2: 15,318 shares 15,318 $1.38M 0.01% +1,159 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,188 shares; 2025Q1: 5,393 shares; 2025Q2: 7,949 shares; 2025Q3: 6,022 shares; 2025Q4: 5,904 shares; 2026Q1: 5,827 shares; 2026Q2: 5,743 shares 5,743 $1.37M 0.01% -84 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 501,975 shares; 2025Q1: 523,644 shares; 2025Q2: 63,016 shares; 2025Q3: 62,896 shares; 2025Q4: 63,204 shares; 2026Q1: 55,832 shares; 2026Q2: 48,875 shares 48,875 $1.37M 0.01% -6,957 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,739 shares; 2025Q1: 10,916 shares; 2025Q2: 10,849 shares; 2025Q3: 10,846 shares; 2025Q4: 10,906 shares; 2026Q1: 10,495 shares; 2026Q2: 10,461 shares 10,461 $1.36M 0.01% -34 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,202 shares; 2025Q1: 17,657 shares; 2025Q2: 16,927 shares; 2025Q3: 14,254 shares; 2025Q4: 13,907 shares; 2026Q1: 13,656 shares; 2026Q2: 14,314 shares 14,314 $1.36M 0.01% +658 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154,438 shares; 2025Q1: 153,360 shares; 2025Q2: 34,120 shares; 2025Q3: 16,937 shares; 2025Q4: 34,886 shares; 2026Q1: 37,054 shares; 2026Q2: 37,589 shares 37,589 $1.36M 0.01% +535 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,529 shares; 2025Q1: 44,547 shares; 2025Q2: 41,688 shares; 2025Q3: 77,476 shares; 2025Q4: 74,660 shares; 2026Q1: 62,651 shares; 2026Q2: 31,772 shares 31,772 $1.36M 0.01% -30,879 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,966 shares; 2025Q1: 10,503 shares; 2025Q2: 11,108 shares; 2025Q3: 10,196 shares; 2025Q4: 10,624 shares; 2026Q1: 10,013 shares; 2026Q2: 9,085 shares 9,085 $1.35M 0.01% -928 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,790 shares; 2025Q1: 21,055 shares; 2025Q2: 25,478 shares; 2025Q3: 24,261 shares; 2025Q4: 25,791 shares; 2026Q1: 25,729 shares; 2026Q2: 25,141 shares 25,141 $1.35M 0.01% -588 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,652 shares; 2026Q2: 8,595 shares 8,595 $1.35M 0.01% +5,943 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,235 shares; 2025Q1: 10,053 shares; 2025Q2: 6,086 shares; 2025Q3: 2,245 shares; 2025Q4: 2,416 shares; 2026Q1: 2,895 shares; 2026Q2: 6,039 shares 6,039 $1.35M 0.01% +3,144 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,234 shares 11,234 $1.35M 0.01% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,780 shares; 2025Q1: 51,022 shares; 2025Q2: 46,572 shares; 2025Q3: 46,143 shares; 2025Q4: 44,167 shares; 2026Q1: 43,697 shares; 2026Q2: 41,265 shares 41,265 $1.34M 0.01% -2,432 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,953 shares; 2025Q1: 21,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,020 shares; 2026Q1: 32,952 shares; 2026Q2: 39,602 shares 39,602 $1.34M 0.01% +6,650 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,005 shares 77,005 $1.34M 0.01% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,904 shares; 2025Q1: 46,852 shares; 2025Q2: 48,377 shares; 2025Q3: 50,477 shares; 2025Q4: 52,831 shares; 2026Q1: 58,928 shares; 2026Q2: 64,430 shares 64,430 $1.33M 0.01% +5,502 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,606 shares; 2025Q1: 2,618 shares; 2025Q2: 2,708 shares; 2025Q3: 2,758 shares; 2025Q4: 2,454 shares; 2026Q1: 2,001 shares; 2026Q2: 1,437 shares 1,437 $1.33M 0.01% -564 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,024 shares; 2025Q1: 24,399 shares; 2025Q2: 23,874 shares; 2025Q3: 23,264 shares; 2025Q4: 21,679 shares; 2026Q1: 22,344 shares; 2026Q2: 20,338 shares 20,338 $1.33M 0.01% -2,006 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,434 shares; 2025Q1: 23,543 shares; 2025Q2: 26,399 shares; 2025Q3: 32,527 shares; 2025Q4: 34,515 shares; 2026Q1: 6,891 shares; 2026Q2: 12,036 shares 12,036 $1.33M 0.01% +5,145 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; 2024Q3: restricted; 2024Q4: 4,116 shares; 2025Q1: 4,482 shares; 2025Q2: 3,976 shares; 2025Q3: 3,701 shares; 2025Q4: 3,695 shares; 2026Q1: 4,874 shares; 2026Q2: 4,187 shares 4,187 $1.33M 0.01% -687 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; 2024Q3: restricted; 2024Q4: 26,244 shares; 2025Q1: 24,431 shares; 2025Q2: 25,107 shares; 2025Q3: 25,032 shares; 2025Q4: 24,247 shares; 2026Q1: 23,332 shares; 2026Q2: 23,211 shares 23,211 $1.32M 0.01% -121 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; 2024Q3: restricted; 2024Q4: 2,369 shares; 2025Q1: 2,970 shares; 2025Q2: 3,218 shares; 2025Q3: 3,918 shares; 2025Q4: 3,706 shares; 2026Q1: 4,556 shares; 2026Q2: 3,821 shares 3,821 $1.32M 0.01% -735 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,812 shares; 2025Q1: 8,242 shares; 2025Q2: 12,100 shares; 2025Q3: 8,415 shares; 2025Q4: 6,998 shares; 2026Q1: 7,912 shares; 2026Q2: 11,724 shares 11,724 $1.32M 0.01% +3,812 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,232 shares; 2025Q1: 9,591 shares; 2025Q2: 16,810 shares; 2025Q3: 21,413 shares; 2025Q4: 20,385 shares; 2026Q1: 21,845 shares; 2026Q2: 12,370 shares 12,370 $1.32M 0.01% -9,475 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,357 shares; 2025Q1: 11,401 shares; 2025Q2: 14,633 shares; 2025Q3: 17,509 shares; 2025Q4: 16,847 shares; 2026Q1: 17,518 shares; 2026Q2: 17,042 shares 17,042 $1.31M 0.01% -476 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; 2024Q3: restricted; 2024Q4: 9,160 shares; 2025Q1: 10,671 shares; 2025Q2: 11,497 shares; 2025Q3: 10,324 shares; 2025Q4: 12,083 shares; 2026Q1: 13,820 shares; 2026Q2: 9,901 shares 9,901 $1.31M 0.01% -3,919 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,383 shares 17,383 $1.31M 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,685 shares; 2025Q2: not reported; 2025Q3: 692 shares; 2025Q4: 1,544 shares; 2026Q1: 3,397 shares; 2026Q2: 3,893 shares 3,893 $1.31M 0.01% +496 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,159 shares; 2025Q1: 7,410 shares; 2025Q2: 38,767 shares; 2025Q3: 36,425 shares; 2025Q4: 35,577 shares; 2026Q1: not reported; 2026Q2: 35,181 shares 35,181 $1.3M 0.01% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,157 shares; 2025Q1: 9,960 shares; 2025Q2: 9,098 shares; 2025Q3: 9,536 shares; 2025Q4: 8,470 shares; 2026Q1: 7,195 shares; 2026Q2: 7,291 shares 7,291 $1.3M 0.01% +96 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: 3,760 shares; 2025Q4: 3,642 shares; 2026Q1: 4,336 shares; 2026Q2: 3,884 shares 3,884 $1.29M 0.01% -452 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,213 shares; 2025Q1: 7,636 shares; 2025Q2: 7,671 shares; 2025Q3: 6,824 shares; 2025Q4: 7,129 shares; 2026Q1: 3,504 shares; 2026Q2: 3,822 shares 3,822 $1.29M 0.01% +318 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,898 shares; 2025Q1: 2,213 shares; 2025Q2: 2,928 shares; 2025Q3: 3,563 shares; 2025Q4: 3,451 shares; 2026Q1: 1,844 shares; 2026Q2: 2,231 shares 2,231 $1.29M 0.01% +387 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,167 shares; 2025Q1: 4,537 shares; 2025Q2: 3,185 shares; 2025Q3: 3,246 shares; 2025Q4: 3,465 shares; 2026Q1: 3,555 shares; 2026Q2: 4,450 shares 4,450 $1.29M 0.01% +895 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,899 shares; 2025Q1: 53,904 shares; 2025Q2: 48,090 shares; 2025Q3: 33,138 shares; 2025Q4: 11,031 shares; 2026Q1: 27,526 shares; 2026Q2: 26,225 shares 26,225 $1.29M 0.01% -1,301 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,327 shares; 2025Q3: 8,680 shares; 2025Q4: 9,240 shares; 2026Q1: 13,064 shares; 2026Q2: 26,923 shares 26,923 $1.29M 0.01% +13,859 Timeline THMR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,164 shares 50,164 $1.27M 0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,027 shares; 2025Q1: 19,451 shares; 2025Q2: 23,578 shares; 2025Q3: 13,953 shares; 2025Q4: 13,730 shares; 2026Q1: 22,233 shares; 2026Q2: 24,407 shares 24,407 $1.27M 0.01% +2,174 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,217 shares; 2025Q1: 52,385 shares; 2025Q2: 47,512 shares; 2025Q3: 39,537 shares; 2025Q4: 34,421 shares; 2026Q1: 32,732 shares; 2026Q2: 32,126 shares 32,126 $1.26M 0.01% -606 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,927 shares; 2025Q1: 12,395 shares; 2025Q2: 13,564 shares; 2025Q3: 13,678 shares; 2025Q4: 14,782 shares; 2026Q1: 15,620 shares; 2026Q2: 15,353 shares 15,353 $1.26M 0.01% -267 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,856 shares; 2025Q1: 18,639 shares; 2025Q2: 15,478 shares; 2025Q3: 12,667 shares; 2025Q4: 11,331 shares; 2026Q1: 11,575 shares; 2026Q2: 11,353 shares 11,353 $1.26M 0.01% -222 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,112 shares; 2025Q1: not reported; 2025Q2: 46,507 shares; 2025Q3: 48,380 shares; 2025Q4: 51,635 shares; 2026Q1: 46,938 shares; 2026Q2: 44,330 shares 44,330 $1.26M 0.01% -2,608 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 4,481 shares; 2025Q3: 8,292 shares; 2025Q4: 14,222 shares; 2026Q1: 16,683 shares; 2026Q2: 24,542 shares 24,542 $1.25M 0.01% +7,859 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,109 shares; 2025Q2: 6,105 shares; 2025Q3: 7,776 shares; 2025Q4: 8,425 shares; 2026Q1: 7,885 shares; 2026Q2: 7,979 shares 7,979 $1.25M 0.01% +94 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,104 shares; 2025Q1: 4,532 shares; 2025Q2: 5,230 shares; 2025Q3: 4,937 shares; 2025Q4: 4,588 shares; 2026Q1: 5,363 shares; 2026Q2: 7,621 shares 7,621 $1.25M 0.01% +2,258 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,122 shares; 2025Q1: 43,058 shares; 2025Q2: 46,542 shares; 2025Q3: 27,374 shares; 2025Q4: 35,747 shares; 2026Q1: 27,741 shares; 2026Q2: 38,176 shares 38,176 $1.25M 0.01% +10,435 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,216 shares; 2025Q1: 20,782 shares; 2025Q2: 11,470 shares; 2025Q3: 9,215 shares; 2025Q4: not reported; 2026Q1: 18,165 shares; 2026Q2: 20,003 shares 20,003 $1.25M 0.01% +1,838 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,016 shares; 2025Q1: 8,498 shares; 2025Q2: 8,474 shares; 2025Q3: 7,919 shares; 2025Q4: 9,996 shares; 2026Q1: 11,099 shares; 2026Q2: 14,438 shares 14,438 $1.25M 0.01% +3,339 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,755 shares; 2025Q1: 17,127 shares; 2025Q2: 18,020 shares; 2025Q3: 18,070 shares; 2025Q4: 17,569 shares; 2026Q1: 16,136 shares; 2026Q2: 16,319 shares 16,319 $1.25M 0.01% +183 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,298 shares; 2026Q1: 35,807 shares; 2026Q2: 35,854 shares 35,854 $1.24M 0.01% +47 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 4,932 shares; 2025Q4: 7,553 shares; 2026Q1: 6,960 shares; 2026Q2: 5,382 shares 5,382 $1.24M 0.01% -1,578 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,871 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,766 shares; 2025Q4: 6,506 shares; 2026Q1: 6,626 shares; 2026Q2: 16,621 shares 16,621 $1.23M 0.01% +9,995 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,321 shares; 2025Q1: 10,776 shares; 2025Q2: 9,019 shares; 2025Q3: 8,884 shares; 2025Q4: 9,446 shares; 2026Q1: 10,646 shares; 2026Q2: 13,808 shares 13,808 $1.22M 0.01% +3,162 Timeline