TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,933 shares; 2025Q1: 12,959 shares; 2025Q2: 13,031 shares; 2025Q3: 13,689 shares 13,689 $1.88M 0.02% +658 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,847 shares; 2024Q4: 47,495 shares; 2025Q1: 54,215 shares; 2025Q2: 8,168 shares; 2025Q3: 11,089 shares 11,089 $1.88M 0.02% +2,921 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,910 shares; 2024Q4: 21,875 shares; 2025Q1: 20,552 shares; 2025Q2: 22,292 shares; 2025Q3: 22,796 shares 22,796 $1.88M 0.02% +504 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 16,687 shares; 2025Q1: 17,639 shares; 2025Q2: 18,637 shares; 2025Q3: 19,080 shares 19,080 $1.88M 0.02% +443 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,535 shares; 2025Q1: 2,726 shares; 2025Q2: 3,083 shares; 2025Q3: 3,052 shares 3,052 $1.88M 0.02% -31 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,042 shares; 2024Q4: 29,237 shares; 2025Q1: 29,107 shares; 2025Q2: 33,283 shares; 2025Q3: 36,702 shares 36,702 $1.86M 0.02% +3,419 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 10,096 shares; 2025Q1: 11,248 shares; 2025Q2: 18,543 shares; 2025Q3: 19,388 shares 19,388 $1.85M 0.02% +845 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 10,569 shares; 2025Q1: 10,485 shares; 2025Q2: 18,972 shares; 2025Q3: 14,266 shares 14,266 $1.84M 0.02% -4,706 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,466 shares; 2024Q4: 64,924 shares; 2025Q1: 20,456 shares; 2025Q2: 24,516 shares; 2025Q3: 28,144 shares 28,144 $1.83M 0.02% +3,628 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,956 shares; 2025Q1: 37,421 shares; 2025Q2: 45,491 shares; 2025Q3: 51,461 shares 51,461 $1.83M 0.02% +5,970 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,270 shares; 2024Q4: 177,413 shares; 2025Q1: 48,167 shares; 2025Q2: not reported; 2025Q3: 26,461 shares 26,461 $1.81M 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,474 shares; 2024Q4: 43,324 shares; 2025Q1: 44,893 shares; 2025Q2: 46,754 shares; 2025Q3: 44,667 shares 44,667 $1.8M 0.02% -2,087 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,082 shares; 2024Q4: 126,830 shares; 2025Q1: 132,073 shares; 2025Q2: 51,746 shares; 2025Q3: 56,951 shares 56,951 $1.8M 0.02% +5,205 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 14,983 shares; 2025Q1: 15,798 shares; 2025Q2: 17,756 shares; 2025Q3: 18,426 shares 18,426 $1.8M 0.02% +670 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 10,164 shares; 2025Q1: 10,103 shares; 2025Q2: 9,200 shares; 2025Q3: 9,342 shares 9,342 $1.8M 0.02% +142 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,410 shares; 2024Q4: 21,786 shares; 2025Q1: 21,779 shares; 2025Q2: 44,210 shares; 2025Q3: 39,335 shares 39,335 $1.79M 0.02% -4,875 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 33,745 shares; 2025Q1: 38,607 shares; 2025Q2: 39,022 shares; 2025Q3: 39,635 shares 39,635 $1.79M 0.02% +613 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 15,126 shares; 2025Q1: 18,398 shares; 2025Q2: 18,361 shares; 2025Q3: 24,634 shares 24,634 $1.79M 0.02% +6,273 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,586 shares; 2025Q3: 67,513 shares 67,513 $1.79M 0.02% +927 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 4,823 shares; 2025Q1: 5,387 shares; 2025Q2: 4,801 shares; 2025Q3: 10,689 shares 10,689 $1.79M 0.02% +5,888 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,300 shares; 2024Q4: 53,422 shares; 2025Q1: 41,998 shares; 2025Q2: 44,845 shares; 2025Q3: 45,095 shares 45,095 $1.77M 0.02% +250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 12,936 shares; 2025Q1: 3,168 shares; 2025Q2: 4,585 shares; 2025Q3: 5,007 shares 5,007 $1.75M 0.02% +422 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 16,605 shares; 2025Q1: 18,490 shares; 2025Q2: 21,207 shares; 2025Q3: 21,659 shares 21,659 $1.75M 0.02% +452 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,716 shares; 2025Q1: 6,081 shares; 2025Q2: 5,895 shares; 2025Q3: 5,731 shares 5,731 $1.72M 0.02% -164 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,264 shares; 2024Q4: 37,245 shares; 2025Q1: 39,197 shares; 2025Q2: 39,595 shares; 2025Q3: 40,818 shares 40,818 $1.72M 0.02% +1,223 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,804 shares 40,804 $1.71M 0.02% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 126 shares; 2025Q1: 134 shares; 2025Q2: 161 shares; 2025Q3: 213 shares 213 $1.71M 0.02% +52 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 29,588 shares; 2025Q1: 30,954 shares; 2025Q2: 33,873 shares; 2025Q3: 31,487 shares 31,487 $1.7M 0.02% -2,386 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,767 shares; 2024Q4: 32,955 shares; 2025Q1: 32,264 shares; 2025Q2: 44,966 shares; 2025Q3: 30,803 shares 30,803 $1.7M 0.02% -14,163 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 21,510 shares; 2025Q1: 19,483 shares; 2025Q2: 37,703 shares; 2025Q3: 58,776 shares 58,776 $1.69M 0.02% +21,073 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,389 shares; 2025Q1: 2,539 shares; 2025Q2: 2,334 shares; 2025Q3: 3,629 shares 3,629 $1.68M 0.02% +1,295 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,273 shares; 2024Q4: 110,302 shares; 2025Q1: 125,709 shares; 2025Q2: 125,965 shares; 2025Q3: 125,054 shares 125,054 $1.68M 0.02% -911 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: 11,100 shares; 2025Q2: 15,155 shares; 2025Q3: 20,120 shares 20,120 $1.68M 0.02% +4,965 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,797 shares; 2025Q1: 5,436 shares; 2025Q2: 7,188 shares; 2025Q3: 7,219 shares 7,219 $1.68M 0.02% +31 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 18,830 shares; 2025Q1: 21,133 shares; 2025Q2: 24,551 shares; 2025Q3: 22,774 shares 22,774 $1.65M 0.02% -1,777 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,660 shares 13,660 $1.65M 0.02% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,735 shares; 2024Q4: 11,691 shares; 2025Q1: 16,895 shares; 2025Q2: 17,410 shares; 2025Q3: 16,565 shares 16,565 $1.65M 0.02% -845 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,550 shares; 2025Q1: 6,397 shares; 2025Q2: 6,606 shares; 2025Q3: 5,894 shares 5,894 $1.65M 0.02% -712 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,264 shares; 2025Q1: 19,642 shares; 2025Q2: 21,572 shares; 2025Q3: 25,513 shares 25,513 $1.64M 0.02% +3,941 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,228 shares; 2025Q1: 15,068 shares; 2025Q2: 18,081 shares; 2025Q3: 19,338 shares 19,338 $1.63M 0.02% +1,257 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 3,249 shares; 2025Q1: 3,253 shares; 2025Q2: 2,040 shares; 2025Q3: 3,481 shares 3,481 $1.63M 0.02% +1,441 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,697 shares; 2024Q4: 26,925 shares; 2025Q1: 25,793 shares; 2025Q2: 34,851 shares; 2025Q3: 29,354 shares 29,354 $1.63M 0.02% -5,497 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,951 shares 106,951 $1.63M 0.02% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,838 shares; 2025Q1: 7,813 shares; 2025Q2: 8,952 shares; 2025Q3: 9,662 shares 9,662 $1.62M 0.02% +710 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,270 shares; 2025Q3: 57,262 shares 57,262 $1.61M 0.02% +4,992 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 32,000 shares; 2025Q1: 32,750 shares; 2025Q2: 34,250 shares; 2025Q3: 44,225 shares 44,225 $1.61M 0.02% +9,975 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,023 shares; 2025Q2: 17,543 shares; 2025Q3: 17,166 shares 17,166 $1.6M 0.02% -377 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: 16,003 shares; 2025Q1: 27,585 shares; 2025Q2: 29,432 shares; 2025Q3: 29,376 shares 29,376 $1.6M 0.02% -56 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,959 shares; 2025Q1: 8,506 shares; 2025Q2: 11,041 shares; 2025Q3: 12,446 shares 12,446 $1.6M 0.02% +1,405 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 3,597 shares; 2025Q1: 3,243 shares; 2025Q2: 1,688 shares; 2025Q3: 2,454 shares 2,454 $1.59M 0.02% +766 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,108 shares; 2024Q4: 22,792 shares; 2025Q1: 15,023 shares; 2025Q2: 14,291 shares; 2025Q3: 15,162 shares 15,162 $1.59M 0.02% +871 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,302 shares; 2024Q4: 11,713 shares; 2025Q1: 11,788 shares; 2025Q2: 15,737 shares; 2025Q3: 18,178 shares 18,178 $1.59M 0.02% +2,441 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,808 shares 81,808 $1.57M 0.02% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,291 shares; 2024Q4: 28,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,013 shares 30,013 $1.57M 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,708 shares; 2025Q1: 2,606 shares; 2025Q2: 2,476 shares; 2025Q3: 2,181 shares 2,181 $1.57M 0.02% -295 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 3,015 shares; 2025Q1: not reported; 2025Q2: 9,388 shares; 2025Q3: 19,984 shares 19,984 $1.56M 0.02% +10,596 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,141 shares; 2025Q2: 40,003 shares; 2025Q3: 41,117 shares 41,117 $1.56M 0.02% +1,114 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 30,642 shares; 2025Q1: 18,835 shares; 2025Q2: 25,833 shares; 2025Q3: 45,130 shares 45,130 $1.55M 0.02% +19,297 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 20,478 shares; 2025Q1: 21,160 shares; 2025Q2: 21,116 shares; 2025Q3: 19,158 shares 19,158 $1.55M 0.02% -1,958 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 11,121 shares; 2025Q1: 11,016 shares; 2025Q2: 10,921 shares; 2025Q3: 10,866 shares 10,866 $1.54M 0.02% -55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 7,032 shares; 2025Q1: 7,355 shares; 2025Q2: 40,038 shares; 2025Q3: 40,236 shares 40,236 $1.54M 0.02% +198 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 25,609 shares; 2025Q1: 25,806 shares; 2025Q2: 26,654 shares; 2025Q3: 21,704 shares 21,704 $1.54M 0.02% -4,950 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,353 shares; 2025Q1: 6,417 shares; 2025Q2: 7,126 shares; 2025Q3: 7,980 shares 7,980 $1.54M 0.02% +854 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 16,714 shares; 2025Q1: 14,645 shares; 2025Q2: 13,093 shares; 2025Q3: 14,218 shares 14,218 $1.54M 0.02% +1,125 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,352 shares; 2025Q1: 2,431 shares; 2025Q2: 2,629 shares; 2025Q3: 2,836 shares 2,836 $1.54M 0.02% +207 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,318 shares 53,318 $1.54M 0.02% new Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,467 shares; 2024Q4: 31,834 shares; 2025Q1: 51,628 shares; 2025Q2: 58,778 shares; 2025Q3: 58,806 shares 58,806 $1.53M 0.02% +28 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,474 shares; 2025Q1: 41,392 shares; 2025Q2: 45,872 shares; 2025Q3: 55,014 shares 55,014 $1.53M 0.02% +9,142 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,109 shares 29,109 $1.51M 0.02% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 8,543 shares; 2025Q1: 8,691 shares; 2025Q2: 8,934 shares; 2025Q3: 8,955 shares 8,955 $1.5M 0.02% +21 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,845 shares; 2025Q1: 4,156 shares; 2025Q2: 4,188 shares; 2025Q3: 4,036 shares 4,036 $1.48M 0.02% -152 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,558 shares; 2025Q2: 5,055 shares; 2025Q3: 6,217 shares 6,217 $1.46M 0.02% +1,162 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,492 shares; 2024Q4: 73,366 shares; 2025Q1: 78,886 shares; 2025Q2: 76,237 shares; 2025Q3: 75,104 shares 75,104 $1.45M 0.02% -1,133 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,638 shares; 2024Q4: 191,679 shares; 2025Q1: 194,030 shares; 2025Q2: 73,098 shares; 2025Q3: 74,297 shares 74,297 $1.45M 0.02% +1,199 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 18,166 shares; 2025Q1: 25,448 shares; 2025Q2: 30,770 shares; 2025Q3: 55,775 shares 55,775 $1.45M 0.02% +25,005 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,810 shares; 2024Q4: 45,618 shares; 2025Q1: 29,919 shares; 2025Q2: 121,911 shares; 2025Q3: 177,108 shares 177,108 $1.45M 0.02% +55,197 EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,382 shares; 2024Q4: 16,995 shares; 2025Q1: not reported; 2025Q2: 26,764 shares; 2025Q3: 29,238 shares 29,238 $1.45M 0.02% +2,474 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 16,800 shares; 2025Q2: 18,800 shares; 2025Q3: 22,200 shares 22,200 $1.44M 0.02% +3,400 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 2,138 shares; 2025Q1: 3,040 shares; 2025Q2: 2,968 shares; 2025Q3: 3,460 shares 3,460 $1.43M 0.02% +492 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 15,565 shares; 2025Q1: 9,050 shares; 2025Q2: 9,392 shares; 2025Q3: 17,289 shares 17,289 $1.42M 0.02% +7,897 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,084 shares; 2025Q2: 28,983 shares; 2025Q3: 31,391 shares 31,391 $1.42M 0.02% +2,408 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,354 shares; 2025Q3: 25,208 shares 25,208 $1.42M 0.02% -146 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 2,378 shares; 2025Q1: 2,201 shares; 2025Q2: not reported; 2025Q3: 13,192 shares 13,192 $1.41M 0.02% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,911 shares; 2024Q4: 22,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,709 shares 35,709 $1.41M 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 10,568 shares; 2025Q1: 10,146 shares; 2025Q2: 18,248 shares; 2025Q3: 23,067 shares 23,067 $1.41M 0.02% +4,819 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,095 shares; 2025Q3: 27,031 shares 27,031 $1.4M 0.02% +2,936 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,070 shares; 2025Q1: 889 shares; 2025Q2: 954 shares; 2025Q3: 1,062 shares 1,062 $1.4M 0.02% +108 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,255 shares; 2024Q4: 31,095 shares; 2025Q1: 20,147 shares; 2025Q2: 25,157 shares; 2025Q3: 27,626 shares 27,626 $1.39M 0.02% +2,469 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,540 shares; 2025Q1: 5,182 shares; 2025Q2: 5,299 shares; 2025Q3: 5,332 shares 5,332 $1.39M 0.02% +33 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 17,700 shares; 2025Q1: 20,700 shares; 2025Q2: 26,200 shares; 2025Q3: 32,415 shares 32,415 $1.38M 0.02% +6,215 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,051 shares; 2025Q1: 15,029 shares; 2025Q2: 15,122 shares; 2025Q3: 14,746 shares 14,746 $1.38M 0.02% -376 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 14,975 shares; 2025Q1: 20,474 shares; 2025Q2: 21,757 shares; 2025Q3: 27,382 shares 27,382 $1.38M 0.02% +5,625 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: not reported; 2025Q1: 18,770 shares; 2025Q2: 21,559 shares; 2025Q3: 22,097 shares 22,097 $1.37M 0.02% +538 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,706 shares; 2024Q4: 62,865 shares; 2025Q1: 33,247 shares; 2025Q2: 52,330 shares; 2025Q3: 86,049 shares 86,049 $1.37M 0.02% +33,719 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,850 shares; 2025Q3: 53,704 shares 53,704 $1.37M 0.02% +854 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,320 shares; 2025Q2: 7,244 shares; 2025Q3: 16,184 shares 16,184 $1.37M 0.02% +8,940 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 5,124 shares; 2025Q1: 9,929 shares; 2025Q2: 16,772 shares; 2025Q3: 15,626 shares 15,626 $1.36M 0.02% -1,146 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,442 shares; 2024Q4: 5,502 shares; 2025Q1: 5,540 shares; 2025Q2: 5,198 shares; 2025Q3: 6,510 shares 6,510 $1.36M 0.02% +1,312 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,405 shares; 2025Q3: 45,411 shares 45,411 $1.35M 0.02% +3,006 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,926 shares; 2024Q4: 22,282 shares; 2025Q1: 21,691 shares; 2025Q2: 31,534 shares; 2025Q3: 35,574 shares 35,574 $1.34M 0.02% +4,040 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,805 shares; 2024Q4: 10,235 shares; 2025Q1: 11,002 shares; 2025Q2: 10,659 shares; 2025Q3: 10,969 shares 10,969 $1.34M 0.02% +310 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 8,325 shares; 2025Q1: 12,300 shares; 2025Q2: 16,884 shares; 2025Q3: 27,023 shares 27,023 $1.34M 0.02% +10,139 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,551 shares; 2024Q4: 32,674 shares; 2025Q1: 18,651 shares; 2025Q2: 10,684 shares; 2025Q3: 14,907 shares 14,907 $1.34M 0.02% +4,223 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,762 shares; 2025Q1: 6,014 shares; 2025Q2: 6,272 shares; 2025Q3: 7,512 shares 7,512 $1.32M 0.01% +1,240 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 9,990 shares; 2025Q1: 10,220 shares; 2025Q2: 11,288 shares; 2025Q3: 11,183 shares 11,183 $1.32M 0.01% -105 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,227 shares 20,227 $1.31M 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,673 shares; 2025Q1: 6,595 shares; 2025Q2: 6,751 shares; 2025Q3: 6,891 shares 6,891 $1.31M 0.01% +140 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,390 shares; 2025Q3: 1,586 shares 1,586 $1.31M 0.01% +196 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 2,228 shares; 2025Q1: 2,143 shares; 2025Q2: 2,722 shares; 2025Q3: 5,770 shares 5,770 $1.3M 0.01% +3,048 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,803 shares; 2024Q4: 40,514 shares; 2025Q1: 43,507 shares; 2025Q2: 42,051 shares; 2025Q3: 51,092 shares 51,092 $1.3M 0.01% +9,041 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,051 shares; 2024Q4: 84,460 shares; 2025Q1: 78,751 shares; 2025Q2: 100,512 shares; 2025Q3: 144,964 shares 144,964 $1.3M 0.01% +44,452 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,521 shares; 2024Q4: 21,137 shares; 2025Q1: 23,869 shares; 2025Q2: 9,434 shares; 2025Q3: 15,378 shares 15,378 $1.3M 0.01% +5,944 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,186 shares; 2024Q4: 39,216 shares; 2025Q1: 28,087 shares; 2025Q2: 36,663 shares; 2025Q3: 36,860 shares 36,860 $1.3M 0.01% +197 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 5,513 shares 5,513 $1.3M 0.01% +500 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 9,361 shares; 2025Q1: 10,638 shares; 2025Q2: 12,848 shares; 2025Q3: 14,968 shares 14,968 $1.29M 0.01% +2,120 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 61,911 shares; 2025Q1: 63,832 shares; 2025Q2: 72,389 shares; 2025Q3: 73,147 shares 73,147 $1.26M 0.01% +758 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 23,072 shares; 2025Q1: 16,696 shares; 2025Q2: 17,111 shares; 2025Q3: 20,111 shares 20,111 $1.26M 0.01% +3,000 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,312 shares; 2024Q4: 44,795 shares; 2025Q1: 48,588 shares; 2025Q2: 47,752 shares; 2025Q3: 49,029 shares 49,029 $1.26M 0.01% +1,277 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 16,740 shares; 2025Q1: 19,832 shares; 2025Q2: 28,161 shares; 2025Q3: 26,603 shares 26,603 $1.26M 0.01% -1,558 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 4,572 shares 4,572 $1.25M 0.01% +3,352 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 8,883 shares; 2025Q1: 9,964 shares; 2025Q2: 9,636 shares; 2025Q3: 8,962 shares 8,962 $1.24M 0.01% -674 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 12,388 shares; 2025Q1: 13,797 shares; 2025Q2: 11,256 shares; 2025Q3: 12,790 shares 12,790 $1.23M 0.01% +1,534 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,972 shares; 2025Q3: 12,957 shares 12,957 $1.23M 0.01% +6,985 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,885 shares; 2024Q4: 25,509 shares; 2025Q1: 28,157 shares; 2025Q2: 28,101 shares; 2025Q3: 27,290 shares 27,290 $1.2M 0.01% -811 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 610 shares; 2025Q1: 1,197 shares; 2025Q2: 1,758 shares; 2025Q3: 2,420 shares 2,420 $1.19M 0.01% +662 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,633 shares; 2025Q3: 34,592 shares 34,592 $1.18M 0.01% +11,959 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,837 shares; 2025Q1: 3,944 shares; 2025Q2: 4,116 shares; 2025Q3: 6,281 shares 6,281 $1.18M 0.01% +2,165 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 6,938 shares; 2025Q1: 6,995 shares; 2025Q2: 10,601 shares; 2025Q3: 9,700 shares 9,700 $1.18M 0.01% -901 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,096 shares; 2024Q4: 16,393 shares; 2025Q1: 22,126 shares; 2025Q2: 25,215 shares; 2025Q3: 20,643 shares 20,643 $1.17M 0.01% -4,572 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,779 shares; 2024Q4: 29,680 shares; 2025Q1: 32,643 shares; 2025Q2: 101,674 shares; 2025Q3: 45,050 shares 45,050 $1.17M 0.01% -56,624 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,373 shares; 2024Q4: 26,335 shares; 2025Q1: 27,388 shares; 2025Q2: 32,609 shares; 2025Q3: 37,978 shares 37,978 $1.16M 0.01% +5,369 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,475 shares; 2025Q1: 1,335 shares; 2025Q2: 1,929 shares; 2025Q3: 3,353 shares 3,353 $1.16M 0.01% +1,424 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,607 shares; 2024Q4: 25,448 shares; 2025Q1: 16,748 shares; 2025Q2: 20,079 shares; 2025Q3: 22,814 shares 22,814 $1.16M 0.01% +2,735 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,954 shares; 2024Q4: 17,923 shares; 2025Q1: 16,191 shares; 2025Q2: 16,117 shares; 2025Q3: 16,207 shares 16,207 $1.15M 0.01% +90 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,607 shares; 2024Q4: 19,272 shares; 2025Q1: 18,654 shares; 2025Q2: 18,831 shares; 2025Q3: 18,607 shares 18,607 $1.15M 0.01% -224 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 23,888 shares; 2025Q1: 23,587 shares; 2025Q2: 24,615 shares; 2025Q3: 24,176 shares 24,176 $1.15M 0.01% -439 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,452 shares; 2024Q4: 8,910 shares; 2025Q1: 23,508 shares; 2025Q2: 25,742 shares; 2025Q3: 24,489 shares 24,489 $1.15M 0.01% -1,253 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,443 shares; 2025Q2: 28,218 shares; 2025Q3: 29,938 shares 29,938 $1.15M 0.01% +1,720 Timeline JDIV J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,323 shares; 2025Q1: 19,793 shares; 2025Q2: 21,072 shares; 2025Q3: 21,336 shares 21,336 $1.15M 0.01% +264 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,378 shares; 2024Q4: 20,128 shares; 2025Q1: 13,596 shares; 2025Q2: 13,699 shares; 2025Q3: 18,031 shares 18,031 $1.15M 0.01% +4,332 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 12,959 shares; 2025Q1: 14,197 shares; 2025Q2: 15,483 shares; 2025Q3: 17,059 shares 17,059 $1.14M 0.01% +1,576 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,248 shares; 2025Q3: 26,515 shares 26,515 $1.14M 0.01% -2,733 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,078 shares; 2025Q2: 19,164 shares; 2025Q3: 14,211 shares 14,211 $1.13M 0.01% -4,953 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,025 shares; 2025Q1: not reported; 2025Q2: 53,203 shares; 2025Q3: 26,174 shares 26,174 $1.13M 0.01% -27,029 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,026 shares; 2024Q4: 5,745 shares; 2025Q1: 4,627 shares; 2025Q2: 4,724 shares; 2025Q3: 5,694 shares 5,694 $1.13M 0.01% +970 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,165 shares; 2025Q1: 1,201 shares; 2025Q2: 1,207 shares; 2025Q3: 2,188 shares 2,188 $1.12M 0.01% +981 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,082 shares; 2025Q2: 10,764 shares; 2025Q3: 13,309 shares 13,309 $1.12M 0.01% +2,545 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,669 shares; 2024Q4: 64,065 shares; 2025Q1: 61,908 shares; 2025Q2: 63,034 shares; 2025Q3: 64,850 shares 64,850 $1.12M 0.01% +1,816 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 6,645 shares; 2025Q1: 6,997 shares; 2025Q2: 8,453 shares; 2025Q3: 8,582 shares 8,582 $1.12M 0.01% +129 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 7,224 shares; 2025Q1: 7,395 shares; 2025Q2: 5,259 shares; 2025Q3: 6,627 shares 6,627 $1.12M 0.01% +1,368 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,790 shares; 2024Q4: 35,309 shares; 2025Q1: 33,223 shares; 2025Q2: 37,723 shares; 2025Q3: 47,048 shares 47,048 $1.12M 0.01% +9,325 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,097 shares; 2025Q1: 7,122 shares; 2025Q2: 8,837 shares; 2025Q3: 8,830 shares 8,830 $1.11M 0.01% -7 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,719 shares; 2025Q1: 20,685 shares; 2025Q2: 23,922 shares; 2025Q3: 24,014 shares 24,014 $1.11M 0.01% +92 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,617 shares; 2025Q3: 33,865 shares 33,865 $1.11M 0.01% +248 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 25,413 shares; 2025Q1: 29,314 shares; 2025Q2: 32,632 shares; 2025Q3: 42,534 shares 42,534 $1.11M 0.01% +9,902 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,959 shares; 2024Q4: 218,704 shares; 2025Q1: 147,264 shares; 2025Q2: 88,631 shares; 2025Q3: 91,136 shares 91,136 $1.09M 0.01% +2,505 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,559 shares; 2024Q4: 2,091 shares; 2025Q1: 1,698 shares; 2025Q2: 2,143 shares; 2025Q3: 3,358 shares 3,358 $1.09M 0.01% +1,215 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 7,579 shares; 2025Q1: 5,771 shares; 2025Q2: 5,564 shares; 2025Q3: 6,642 shares 6,642 $1.09M 0.01% +1,078 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,840 shares; 2025Q2: 19,368 shares; 2025Q3: 19,402 shares 19,402 $1.08M 0.01% +34 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,561 shares; 2024Q4: 12,073 shares; 2025Q1: 11,942 shares; 2025Q2: 12,480 shares; 2025Q3: 10,651 shares 10,651 $1.08M 0.01% -1,829 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,377 shares; 2025Q1: 25,099 shares; 2025Q2: 36,023 shares; 2025Q3: 37,044 shares 37,044 $1.08M 0.01% +1,021 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,924 shares; 2024Q4: 19,260 shares; 2025Q1: 16,781 shares; 2025Q2: 20,888 shares; 2025Q3: 23,042 shares 23,042 $1.08M 0.01% +2,154 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,374 shares; 2025Q1: 8,776 shares; 2025Q2: 12,882 shares; 2025Q3: 12,812 shares 12,812 $1.07M 0.01% -70 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,622 shares; 2024Q4: 10,543 shares; 2025Q1: 14,092 shares; 2025Q2: 13,303 shares; 2025Q3: 12,864 shares 12,864 $1.07M 0.01% -439 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,842 shares; 2025Q3: 4,335 shares 4,335 $1.06M 0.01% +493 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,274 shares; 2025Q3: 4,563 shares 4,563 $1.06M 0.01% +289 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,992 shares; 2025Q3: 19,855 shares 19,855 $1.06M 0.01% +11,863 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 10,888 shares; 2025Q1: 10,998 shares; 2025Q2: 10,839 shares; 2025Q3: 11,137 shares 11,137 $1.06M 0.01% +298 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,085 shares 52,085 $1.05M 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 5,021 shares; 2025Q1: 4,917 shares; 2025Q2: 5,314 shares; 2025Q3: 5,443 shares 5,443 $1.05M 0.01% +129 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,831 shares; 2025Q1: 5,126 shares; 2025Q2: 5,928 shares; 2025Q3: 6,881 shares 6,881 $1.05M 0.01% +953 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,194 shares; 2025Q3: 36,244 shares 36,244 $1.04M 0.01% +1,050 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 8,560 shares; 2025Q1: 9,215 shares; 2025Q2: 10,959 shares; 2025Q3: 11,041 shares 11,041 $1.04M 0.01% +82 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 15,072 shares; 2025Q1: 14,687 shares; 2025Q2: 16,855 shares; 2025Q3: 16,087 shares 16,087 $1.03M 0.01% -768 Timeline LIDR AEYE INC More: the full row for AEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411,900 shares 411,900 $1.03M 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 5,257 shares; 2025Q1: 3,471 shares; 2025Q2: 4,373 shares; 2025Q3: 5,379 shares 5,379 $1.02M 0.01% +1,006 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,846 shares; 2025Q3: 24,489 shares 24,489 $1.02M 0.01% +1,643 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 7,272 shares; 2025Q1: 10,311 shares; 2025Q2: 11,206 shares; 2025Q3: 10,588 shares 10,588 $1.02M 0.01% -618 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,215 shares; 2025Q1: 36,402 shares; 2025Q2: 32,311 shares; 2025Q3: 28,985 shares 28,985 $1.02M 0.01% -3,326 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,193 shares; 2024Q4: 40,988 shares; 2025Q1: 12,919 shares; 2025Q2: 11,950 shares; 2025Q3: 12,457 shares 12,457 $1.02M 0.01% +507 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,813 shares; 2025Q1: 23,922 shares; 2025Q2: 33,735 shares; 2025Q3: 36,757 shares 36,757 $1.01M 0.01% +3,022 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 10,493 shares; 2025Q1: 10,978 shares; 2025Q2: 17,337 shares; 2025Q3: 14,183 shares 14,183 $1.01M 0.01% -3,154 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 11,769 shares; 2025Q1: 11,884 shares; 2025Q2: 11,722 shares; 2025Q3: 12,274 shares 12,274 $1.01M 0.01% +552 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,215 shares; 2025Q3: 9,047 shares 9,047 $1.01M 0.01% +3,832 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 5,586 shares; 2025Q1: 6,175 shares; 2025Q2: 6,453 shares; 2025Q3: 7,195 shares 7,195 $1.01M 0.01% +742 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,545 shares; 2025Q1: 4,749 shares; 2025Q2: 5,129 shares; 2025Q3: 7,896 shares 7,896 $1M 0.01% +2,767 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,665 shares; 2025Q1: 5,467 shares; 2025Q2: 5,484 shares; 2025Q3: 5,607 shares 5,607 $1M 0.01% +123 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,828 shares; 2025Q3: 23,192 shares 23,192 $1M 0.01% +1,364 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,718 shares; 2024Q4: 76,297 shares; 2025Q1: 75,760 shares; 2025Q2: 74,677 shares; 2025Q3: 76,039 shares 76,039 $1M 0.01% +1,362 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 13,404 shares; 2025Q1: 19,217 shares; 2025Q2: 21,149 shares; 2025Q3: 34,785 shares 34,785 $1M 0.01% +13,636 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 7,059 shares; 2025Q1: 6,728 shares; 2025Q2: 6,362 shares; 2025Q3: 6,209 shares 6,209 $999K 0.01% -153 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,239 shares; 2025Q2: 22,438 shares; 2025Q3: 26,816 shares 26,816 $997K 0.01% +4,378 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,280 shares; 2025Q3: 30,433 shares 30,433 $997K 0.01% +16,153 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,948 shares; 2024Q4: 22,942 shares; 2025Q1: 22,940 shares; 2025Q2: 24,229 shares; 2025Q3: 24,209 shares 24,209 $996K 0.01% -20 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 15,164 shares; 2025Q2: 15,164 shares; 2025Q3: 15,324 shares 15,324 $996K 0.01% +160 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,094 shares; 2024Q4: 28,595 shares; 2025Q1: 30,243 shares; 2025Q2: 29,314 shares; 2025Q3: 9,852 shares 9,852 $992K 0.01% -19,462 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,112 shares; 2025Q1: 1,989 shares; 2025Q2: 3,370 shares; 2025Q3: 4,304 shares 4,304 $989K 0.01% +934 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 9,573 shares; 2025Q1: 26,473 shares; 2025Q2: 26,473 shares; 2025Q3: 26,473 shares 26,473 $988K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,571 shares; 2025Q1: 2,658 shares; 2025Q2: 3,028 shares; 2025Q3: 3,103 shares 3,103 $986K 0.01% +75 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,338 shares; 2024Q4: 30,120 shares; 2025Q1: 29,131 shares; 2025Q2: 30,814 shares; 2025Q3: 30,641 shares 30,641 $986K 0.01% -173 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,158 shares; 2025Q1: 1,922 shares; 2025Q2: 2,321 shares; 2025Q3: 3,413 shares 3,413 $984K 0.01% +1,092 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,860 shares; 2025Q1: 6,490 shares; 2025Q2: 7,016 shares; 2025Q3: 8,092 shares 8,092 $982K 0.01% +1,076 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 23,921 shares; 2025Q1: 21,489 shares; 2025Q2: 21,416 shares; 2025Q3: 20,903 shares 20,903 $979K 0.01% -513 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 29,149 shares; 2025Q1: 30,547 shares; 2025Q2: 12,536 shares; 2025Q3: 14,570 shares 14,570 $977K 0.01% +2,034 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 9,263 shares; 2025Q1: 9,162 shares; 2025Q2: 12,035 shares; 2025Q3: 13,280 shares 13,280 $976K 0.01% +1,245 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,838 shares; 2025Q2: 16,939 shares; 2025Q3: 21,232 shares 21,232 $973K 0.01% +4,293 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,609 shares; 2025Q1: 979 shares; 2025Q2: 1,083 shares; 2025Q3: 1,540 shares 1,540 $971K 0.01% +457 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,608 shares; 2025Q1: 2,683 shares; 2025Q2: 2,706 shares; 2025Q3: 4,391 shares 4,391 $964K 0.01% +1,685 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,111 shares; 2025Q1: 3,214 shares; 2025Q2: 3,550 shares; 2025Q3: 3,889 shares 3,889 $960K 0.01% +339 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,534 shares; 2025Q3: 10,417 shares 10,417 $952K 0.01% -3,117 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,731 shares; 2024Q4: 20,670 shares; 2025Q1: 12,606 shares; 2025Q2: 14,471 shares; 2025Q3: 19,002 shares 19,002 $950K 0.01% +4,531 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,834 shares; 2024Q4: 54,479 shares; 2025Q1: 51,215 shares; 2025Q2: 38,665 shares; 2025Q3: 38,238 shares 38,238 $948K 0.01% -427 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,074 shares; 2024Q4: 66,196 shares; 2025Q1: 55,935 shares; 2025Q2: 43,057 shares; 2025Q3: 26,595 shares 26,595 $944K 0.01% -16,462 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 30,040 shares 30,040 $940K 0.01% +19,440 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,774 shares; 2025Q1: 6,640 shares; 2025Q2: 19,752 shares; 2025Q3: 19,572 shares 19,572 $938K 0.01% -180 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,768 shares; 2024Q4: 10,481 shares; 2025Q1: 10,630 shares; 2025Q2: 11,427 shares; 2025Q3: 3,243 shares 3,243 $937K 0.01% -8,184 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,614 shares; 2024Q4: 26,265 shares; 2025Q1: 30,429 shares; 2025Q2: 24,153 shares; 2025Q3: 22,331 shares 22,331 $936K 0.01% -1,822 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,688 shares; 2025Q1: 4,097 shares; 2025Q2: 6,581 shares; 2025Q3: 8,652 shares 8,652 $926K 0.01% +2,071 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,568 shares; 2025Q3: 20,335 shares 20,335 $924K 0.01% +1,767 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,957 shares; 2025Q1: 2,967 shares; 2025Q2: 3,166 shares; 2025Q3: 3,028 shares 3,028 $923K 0.01% -138 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 472 shares; 2025Q1: 468 shares; 2025Q2: 479 shares; 2025Q3: 616 shares 616 $922K 0.01% +137 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,782 shares; 2024Q4: 24,496 shares; 2025Q1: 24,494 shares; 2025Q2: 23,699 shares; 2025Q3: 23,679 shares 23,679 $921K 0.01% -20 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,901 shares; 2024Q4: 3,275 shares; 2025Q1: 3,266 shares; 2025Q2: 3,261 shares; 2025Q3: 2,966 shares 2,966 $921K 0.01% -295 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,056 shares; 2024Q4: 13,845 shares; 2025Q1: 15,347 shares; 2025Q2: 4,472 shares; 2025Q3: 4,563 shares 4,563 $920K 0.01% +91 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,625 shares; 2025Q3: 48,065 shares 48,065 $916K 0.01% +11,440 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,134 shares; 2024Q4: 99,218 shares; 2025Q1: 90,765 shares; 2025Q2: 81,163 shares; 2025Q3: 69,351 shares 69,351 $902K 0.01% -11,812 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 4,568 shares; 2025Q3: 7,238 shares 7,238 $901K 0.01% +2,670 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,096 shares 27,096 $899K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,258 shares; 2024Q4: 126,363 shares; 2025Q1: 96,566 shares; 2025Q2: 111,771 shares; 2025Q3: 93,862 shares 93,862 $899K 0.01% -17,909 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 8,967 shares; 2025Q1: 9,478 shares; 2025Q2: 9,843 shares; 2025Q3: 11,522 shares 11,522 $896K 0.01% +1,679 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,500 shares; 2025Q1: 4,756 shares; 2025Q2: 5,655 shares; 2025Q3: 5,724 shares 5,724 $891K 0.01% +69 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,933 shares; 2025Q1: 2,971 shares; 2025Q2: 3,021 shares; 2025Q3: 3,395 shares 3,395 $891K 0.01% +374 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,565 shares; 2025Q1: 4,191 shares; 2025Q2: 4,087 shares; 2025Q3: 5,668 shares 5,668 $890K 0.01% +1,581 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,859 shares; 2024Q4: 89,166 shares; 2025Q1: 73,571 shares; 2025Q2: 65,166 shares; 2025Q3: 55,074 shares 55,074 $888K 0.01% -10,092 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,072 shares; 2025Q3: 3,233 shares 3,233 $879K 0.01% +161 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 4,136 shares; 2025Q1: 2,880 shares; 2025Q2: 3,154 shares; 2025Q3: 3,525 shares 3,525 $879K 0.01% +371 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 391 shares; 2025Q1: 410 shares; 2025Q2: 445 shares; 2025Q3: 490 shares 490 $877K 0.01% +45 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 3,907 shares; 2025Q2: 4,862 shares; 2025Q3: 5,271 shares 5,271 $876K 0.01% +409 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,948 shares; 2024Q4: 12,867 shares; 2025Q1: 12,985 shares; 2025Q2: 6,387 shares; 2025Q3: 6,166 shares 6,166 $871K 0.01% -221 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,837 shares 11,837 $869K 0.01% new Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 10,013 shares; 2025Q1: 8,145 shares; 2025Q2: 8,836 shares; 2025Q3: 10,348 shares 10,348 $867K 0.01% +1,512 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,407 shares; 2025Q1: 1,403 shares; 2025Q2: 1,621 shares; 2025Q3: 4,250 shares 4,250 $865K 0.01% +2,629 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,657 shares; 2025Q1: 3,292 shares; 2025Q2: 4,339 shares; 2025Q3: 5,759 shares 5,759 $861K 0.01% +1,420 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,889 shares; 2025Q1: 1,935 shares; 2025Q2: 2,119 shares; 2025Q3: 2,495 shares 2,495 $860K 0.01% +376 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,484 shares; 2025Q1: 3,199 shares; 2025Q2: 3,158 shares; 2025Q3: 1,772 shares 1,772 $856K 0.01% -1,386 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,212 shares; 2024Q4: 17,490 shares; 2025Q1: 17,820 shares; 2025Q2: 19,745 shares; 2025Q3: 19,420 shares 19,420 $855K 0.01% -325 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 6,112 shares; 2025Q1: 6,236 shares; 2025Q2: 8,087 shares; 2025Q3: 8,899 shares 8,899 $853K 0.01% +812 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,610 shares; 2025Q1: 1,679 shares; 2025Q2: 1,639 shares; 2025Q3: 1,708 shares 1,708 $852K 0.01% +69 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,890 shares; 2024Q4: 24,962 shares; 2025Q1: 25,332 shares; 2025Q2: 24,477 shares; 2025Q3: 22,685 shares 22,685 $848K 0.01% -1,792 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,806 shares; 2025Q2: 2,032 shares; 2025Q3: 2,434 shares 2,434 $845K 0.01% +402 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,089 shares; 2024Q4: 21,637 shares; 2025Q1: 19,572 shares; 2025Q2: 19,136 shares; 2025Q3: 19,848 shares 19,848 $843K 0.01% +712 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,325 shares; 2024Q4: 19,400 shares; 2025Q1: 19,400 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares 19,300 $840K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 3,548 shares; 2025Q1: 2,220 shares; 2025Q2: 2,682 shares; 2025Q3: 2,591 shares 2,591 $837K 0.01% -91 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,725 shares; 2024Q4: 17,218 shares; 2025Q1: 22,214 shares; 2025Q2: 34,691 shares; 2025Q3: 32,732 shares 32,732 $835K 0.01% -1,959 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,755 shares; 2024Q4: 42,881 shares; 2025Q1: 42,012 shares; 2025Q2: 51,842 shares; 2025Q3: 59,767 shares 59,767 $831K 0.01% +7,925 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 8,523 shares; 2025Q1: 7,988 shares; 2025Q2: 7,964 shares; 2025Q3: 8,193 shares 8,193 $829K 0.01% +229 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 20,192 shares; 2025Q1: 18,570 shares; 2025Q2: 19,718 shares; 2025Q3: 21,924 shares 21,924 $829K 0.01% +2,206 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,138 shares; 2024Q4: 13,682 shares; 2025Q1: 12,047 shares; 2025Q2: 23,724 shares; 2025Q3: 25,828 shares 25,828 $826K 0.01% +2,104 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares 6,550 $821K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 5,712 shares; 2025Q1: 5,678 shares; 2025Q2: 6,075 shares; 2025Q3: 5,062 shares 5,062 $820K 0.01% -1,013 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 22,134 shares; 2025Q1: 23,152 shares; 2025Q2: 9,582 shares; 2025Q3: 9,104 shares 9,104 $817K 0.01% -478 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 2,001 shares; 2025Q1: 2,913 shares; 2025Q2: 3,438 shares; 2025Q3: 3,157 shares 3,157 $816K 0.01% -281 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 961 shares; 2025Q1: 1,111 shares; 2025Q2: 1,181 shares; 2025Q3: 1,913 shares 1,913 $813K 0.01% +732 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,558 shares; 2024Q4: 31,544 shares; 2025Q1: 25,814 shares; 2025Q2: 28,942 shares; 2025Q3: 32,738 shares 32,738 $812K 0.01% +3,796 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,726 shares; 2024Q4: 12,054 shares; 2025Q1: 13,398 shares; 2025Q2: 12,160 shares; 2025Q3: 12,075 shares 12,075 $812K 0.01% -85 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,498 shares; 2024Q4: 6,679 shares; 2025Q1: 6,722 shares; 2025Q2: 7,684 shares; 2025Q3: 7,969 shares 7,969 $807K 0.01% +285 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,636 shares 64,636 $807K 0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 7,436 shares; 2025Q1: 7,418 shares; 2025Q2: 7,372 shares; 2025Q3: 7,347 shares 7,347 $806K 0.01% -25 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,235 shares; 2024Q4: 24,202 shares; 2025Q1: 15,563 shares; 2025Q2: 14,481 shares; 2025Q3: 11,150 shares 11,150 $806K 0.01% -3,331 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,212 shares; 2025Q3: 19,647 shares 19,647 $803K 0.01% +8,435 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,121 shares; 2025Q1: 9,858 shares; 2025Q2: not reported; 2025Q3: 15,106 shares 15,106 $803K 0.01% new Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 17,706 shares; 2025Q1: 21,570 shares; 2025Q2: 23,913 shares; 2025Q3: 28,323 shares 28,323 $797K 0.01% +4,410 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,315 shares; 2024Q4: 24,358 shares; 2025Q1: 26,314 shares; 2025Q2: 31,656 shares; 2025Q3: 32,728 shares 32,728 $794K 0.01% +1,072 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,438 shares; 2025Q2: 25,356 shares; 2025Q3: 26,672 shares 26,672 $788K 0.01% +1,316 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,892 shares; 2025Q1: 2,902 shares; 2025Q2: 12,181 shares; 2025Q3: 11,438 shares 11,438 $787K 0.01% -743 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 21,268 shares; 2025Q1: 6,518 shares; 2025Q2: 6,508 shares; 2025Q3: 25,498 shares 25,498 $787K 0.01% +18,990 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,262 shares; 2025Q1: 2,937 shares; 2025Q2: 5,617 shares; 2025Q3: 7,146 shares 7,146 $786K 0.01% +1,529 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 6,859 shares; 2025Q3: 8,083 shares 8,083 $780K 0.01% +1,224 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,222 shares 7,222 $778K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 12,930 shares; 2025Q1: 17,474 shares; 2025Q2: 19,893 shares; 2025Q3: 20,904 shares 20,904 $777K 0.01% +1,011 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,657 shares; 2024Q4: 33,762 shares; 2025Q1: 32,946 shares; 2025Q2: 33,888 shares; 2025Q3: 39,307 shares 39,307 $774K 0.01% +5,419 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 5,340 shares; 2025Q1: 4,516 shares; 2025Q2: 4,653 shares; 2025Q3: 4,654 shares 4,654 $774K 0.01% +1 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 26,910 shares; 2025Q1: 25,824 shares; 2025Q2: 23,602 shares; 2025Q3: 22,481 shares 22,481 $772K 0.01% -1,121 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,148 shares; 2025Q2: 26,531 shares; 2025Q3: 30,103 shares 30,103 $768K 0.01% +3,572 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,724 shares; 2025Q1: 2,824 shares; 2025Q2: 3,180 shares; 2025Q3: 3,621 shares 3,621 $768K 0.01% +441 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,262 shares; 2024Q4: 69,926 shares; 2025Q1: 77,155 shares; 2025Q2: 75,566 shares; 2025Q3: 65,672 shares 65,672 $768K 0.01% -9,894 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,933 shares; 2025Q1: 2,516 shares; 2025Q2: 2,555 shares; 2025Q3: 2,950 shares 2,950 $765K 0.01% +395 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,599 shares; 2025Q1: 15,107 shares; 2025Q2: 19,429 shares; 2025Q3: 16,953 shares 16,953 $764K 0.01% -2,476 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,133 shares; 2025Q2: 3,491 shares; 2025Q3: 3,817 shares 3,817 $762K 0.01% +326 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,397 shares; 2025Q3: 24,264 shares 24,264 $759K 0.01% +15,867 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,729 shares; 2024Q4: 239,057 shares; 2025Q1: 217,035 shares; 2025Q2: 167,553 shares; 2025Q3: 151,740 shares 151,740 $757K 0.01% -15,813 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 15,148 shares; 2025Q1: 15,934 shares; 2025Q2: 21,903 shares; 2025Q3: 26,718 shares 26,718 $756K 0.01% +4,815 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,411 shares; 2024Q4: 28,511 shares; 2025Q1: 28,661 shares; 2025Q2: 29,561 shares; 2025Q3: 29,361 shares 29,361 $749K 0.01% -200 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,958 shares; 2024Q4: 69,085 shares; 2025Q1: 66,124 shares; 2025Q2: 53,848 shares; 2025Q3: 43,259 shares 43,259 $748K 0.01% -10,589 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,053 shares; 2024Q4: 157,689 shares; 2025Q1: 122,569 shares; 2025Q2: 109,511 shares; 2025Q3: 89,832 shares 89,832 $744K 0.01% -19,679 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 1,245 shares 1,245 $742K 0.01% +563 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,425 shares; 2024Q4: 130,646 shares; 2025Q1: 115,924 shares; 2025Q2: 85,854 shares; 2025Q3: 76,970 shares 76,970 $737K 0.01% -8,884 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,948 shares; 2025Q1: 1,837 shares; 2025Q2: 1,916 shares; 2025Q3: 3,434 shares 3,434 $734K 0.01% +1,518 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,356 shares; 2024Q4: 46,887 shares; 2025Q1: 41,220 shares; 2025Q2: 33,713 shares; 2025Q3: 26,577 shares 26,577 $733K 0.01% -7,136 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,904 shares; 2025Q3: 34,996 shares 34,996 $732K 0.01% -70,908 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares 4,093 $731K 0.01% new Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,472 shares 11,472 $730K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,190 shares; 2024Q4: 10,973 shares; 2025Q1: 9,737 shares; 2025Q2: 12,527 shares; 2025Q3: 16,365 shares 16,365 $729K 0.01% +3,838 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,236 shares 5,236 $723K 0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,176 shares; 2025Q1: 5,457 shares; 2025Q2: 4,689 shares; 2025Q3: 5,261 shares 5,261 $722K 0.01% +572 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,579 shares; 2025Q1: 2,332 shares; 2025Q2: 2,337 shares; 2025Q3: 4,174 shares 4,174 $721K 0.01% +1,837 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,353 shares; 2024Q4: 118,367 shares; 2025Q1: 107,011 shares; 2025Q2: 80,837 shares; 2025Q3: 70,909 shares 70,909 $720K 0.01% -9,928 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 5,413 shares 5,413 $717K 0.01% +2,603 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,639 shares 1,639 $714K 0.01% -23 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,290 shares; 2025Q2: 16,299 shares; 2025Q3: 23,624 shares 23,624 $711K 0.01% +7,325 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,351 shares; 2024Q4: 69,743 shares; 2025Q1: 67,967 shares; 2025Q2: 48,999 shares; 2025Q3: 43,514 shares 43,514 $709K 0.01% -5,485 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,576 shares; 2024Q4: 21,036 shares; 2025Q1: 10,094 shares; 2025Q2: 10,306 shares; 2025Q3: 6,181 shares 6,181 $704K 0.01% -4,125 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,481 shares; 2024Q4: 158,994 shares; 2025Q1: 170,827 shares; 2025Q2: 164,776 shares; 2025Q3: 143,164 shares 143,164 $699K 0.01% -21,612 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 4,286 shares; 2025Q1: 3,970 shares; 2025Q2: not reported; 2025Q3: 8,238 shares 8,238 $696K 0.01% new Timeline MBS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,925 shares; 2025Q2: 63,102 shares; 2025Q3: 79,642 shares 79,642 $695K 0.01% +16,540 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,574 shares; 2025Q3: 20,109 shares 20,109 $695K 0.01% +535 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,100 shares; 2025Q1: 1,005 shares; 2025Q2: 969 shares; 2025Q3: 1,182 shares 1,182 $693K 0.01% +213 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,953 shares; 2025Q3: 44,105 shares 44,105 $692K 0.01% +1,152 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,968 shares; 2025Q3: 31,317 shares 31,317 $692K 0.01% +3,349 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,297 shares; 2024Q4: 35,122 shares; 2025Q1: 35,122 shares; 2025Q2: 40,222 shares; 2025Q3: 59,132 shares 59,132 $691K 0.01% +18,910 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,747 shares; 2024Q4: 49,110 shares; 2025Q1: 48,069 shares; 2025Q2: 45,597 shares; 2025Q3: 32,712 shares 32,712 $689K 0.01% -12,885 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,098 shares; 2025Q3: 26,579 shares 26,579 $689K 0.01% +3,481 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 18,498 shares; 2025Q1: 20,477 shares; 2025Q2: 24,246 shares; 2025Q3: 27,895 shares 27,895 $688K 0.01% +3,649 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,539 shares; 2025Q1: 2,474 shares; 2025Q2: 2,399 shares; 2025Q3: 2,287 shares 2,287 $685K 0.01% -112 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,248 shares; 2024Q4: 35,171 shares; 2025Q1: 34,462 shares; 2025Q2: 33,305 shares; 2025Q3: 32,993 shares 32,993 $685K 0.01% -312 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 5,870 shares; 2025Q1: 6,427 shares; 2025Q2: 7,033 shares; 2025Q3: 7,170 shares 7,170 $684K 0.01% +137 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,076 shares; 2024Q4: 45,171 shares; 2025Q1: 43,301 shares; 2025Q2: 41,795 shares; 2025Q3: 41,305 shares 41,305 $682K 0.01% -490 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 7,905 shares; 2025Q1: 7,928 shares; 2025Q2: 7,955 shares; 2025Q3: 8,293 shares 8,293 $680K 0.01% +338 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,505 shares; 2024Q4: 42,471 shares; 2025Q1: 47,462 shares; 2025Q2: 50,345 shares; 2025Q3: 54,957 shares 54,957 $678K 0.01% +4,612 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,641 shares; 2025Q1: 4,759 shares; 2025Q2: 4,382 shares; 2025Q3: 4,803 shares 4,803 $678K 0.01% +421 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 9,731 shares; 2025Q2: 10,747 shares; 2025Q3: 10,022 shares 10,022 $676K 0.01% -725 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 3,834 shares; 2025Q1: 4,306 shares; 2025Q2: 4,471 shares; 2025Q3: 5,325 shares 5,325 $675K 0.01% +854 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,457 shares; 2025Q3: 25,346 shares 25,346 $675K 0.01% +2,889 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,962 shares; 2025Q1: 1,998 shares; 2025Q2: 2,144 shares; 2025Q3: 2,351 shares 2,351 $673K 0.01% +207 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,054 shares 6,054 $673K 0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,339 shares; 2024Q4: 15,909 shares; 2025Q1: 8,279 shares; 2025Q2: 11,650 shares; 2025Q3: 11,662 shares 11,662 $671K 0.01% +12 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,726 shares; 2025Q3: 28,992 shares 28,992 $671K 0.01% +3,266 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,887 shares; 2025Q1: 2,089 shares; 2025Q2: 2,345 shares; 2025Q3: 1,834 shares 1,834 $669K 0.01% -511 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 19,251 shares; 2025Q1: 9,544 shares; 2025Q2: 5,857 shares; 2025Q3: 5,810 shares 5,810 $668K 0.01% -47 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,228 shares; 2024Q4: 947,463 shares; 2025Q1: 1,170,557 shares; 2025Q2: 14,510 shares; 2025Q3: 13,997 shares 13,997 $667K 0.01% -513 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,700 shares; 2025Q1: 2,009 shares; 2025Q2: 2,197 shares; 2025Q3: 2,871 shares 2,871 $666K 0.01% +674 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,552 shares; 2024Q4: 23,334 shares; 2025Q1: 21,877 shares; 2025Q2: 26,116 shares; 2025Q3: 29,383 shares 29,383 $662K 0.01% +3,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 6,891 shares; 2025Q1: 6,512 shares; 2025Q2: 6,776 shares; 2025Q3: 15,542 shares 15,542 $662K 0.01% +8,766 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,896 shares; 2025Q1: 5,917 shares; 2025Q2: 6,787 shares; 2025Q3: 7,934 shares 7,934 $660K 0.01% +1,147 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 22,243 shares; 2025Q1: 24,481 shares; 2025Q2: 28,877 shares; 2025Q3: 32,019 shares 32,019 $659K 0.01% +3,142 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,239 shares; 2024Q4: 25,219 shares; 2025Q1: 25,219 shares; 2025Q2: 31,729 shares; 2025Q3: 37,686 shares 37,686 $652K 0.01% +5,957 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 12,287 shares; 2025Q1: 12,171 shares; 2025Q2: 12,982 shares; 2025Q3: 15,445 shares 15,445 $648K 0.01% +2,463 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,813 shares; 2025Q1: 5,822 shares; 2025Q2: 5,406 shares; 2025Q3: 13,884 shares 13,884 $647K 0.01% +8,478 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,496 shares; 2025Q1: 5,958 shares; 2025Q2: 6,565 shares; 2025Q3: 7,608 shares 7,608 $647K 0.01% +1,043 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,343 shares; 2025Q3: 19,217 shares 19,217 $646K 0.01% +7,874 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,264 shares 3,264 $645K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,975 shares; 2024Q4: 37,427 shares; 2025Q1: 39,445 shares; 2025Q2: 44,780 shares; 2025Q3: 45,585 shares 45,585 $645K 0.01% +805 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 12,698 shares; 2025Q1: 9,469 shares; 2025Q2: 9,744 shares; 2025Q3: 9,757 shares 9,757 $643K 0.01% +13 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 13,108 shares; 2025Q1: 13,838 shares; 2025Q2: 12,947 shares; 2025Q3: 13,668 shares 13,668 $643K 0.01% +721 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 9,808 shares; 2025Q1: 9,808 shares; 2025Q2: 9,808 shares; 2025Q3: 9,808 shares 9,808 $640K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,538 shares; 2025Q1: 2,307 shares; 2025Q2: 2,406 shares; 2025Q3: 2,875 shares 2,875 $639K 0.01% +469 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,770 shares; 2024Q4: 19,307 shares; 2025Q1: 20,829 shares; 2025Q2: 25,024 shares; 2025Q3: 27,234 shares 27,234 $636K 0.01% +2,210 QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 2,148 shares; 2025Q1: 2,607 shares; 2025Q2: 2,938 shares; 2025Q3: 2,570 shares 2,570 $635K 0.01% -368 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,121 shares 8,121 $635K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,297 shares; 2025Q1: 2,368 shares; 2025Q2: 2,568 shares; 2025Q3: 4,466 shares 4,466 $629K 0.01% +1,898 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,491 shares; 2024Q4: 36,933 shares; 2025Q1: 4,094 shares; 2025Q2: 4,300 shares; 2025Q3: 4,890 shares 4,890 $627K 0.01% +590 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,236 shares; 2025Q1: 17,162 shares; 2025Q2: 19,820 shares; 2025Q3: 18,902 shares 18,902 $627K 0.01% -918 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 8,099 shares; 2025Q1: 7,564 shares; 2025Q2: 8,621 shares; 2025Q3: 10,450 shares 10,450 $625K 0.01% +1,829 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 3,934 shares; 2025Q1: 4,293 shares; 2025Q2: 4,478 shares; 2025Q3: 5,638 shares 5,638 $624K 0.01% +1,160 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,549 shares; 2025Q3: 15,642 shares 15,642 $621K 0.01% +2,093 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,486 shares; 2025Q1: 4,667 shares; 2025Q2: 5,030 shares; 2025Q3: 4,601 shares 4,601 $620K 0.01% -429 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,174 shares; 2025Q1: 5,596 shares; 2025Q2: 5,599 shares; 2025Q3: 5,537 shares 5,537 $614K 0.01% -62 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 7,763 shares; 2025Q1: 8,226 shares; 2025Q2: 12,133 shares; 2025Q3: 11,945 shares 11,945 $610K 0.01% -188 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,534 shares; 2024Q4: 21,529 shares; 2025Q1: 5,650 shares; 2025Q2: 4,419 shares; 2025Q3: 5,127 shares 5,127 $607K 0.01% +708 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,137 shares; 2024Q4: 42,193 shares; 2025Q1: 45,621 shares; 2025Q2: 42,243 shares; 2025Q3: 26,314 shares 26,314 $603K 0.01% -15,929 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,211 shares; 2025Q2: 17,450 shares; 2025Q3: 22,371 shares 22,371 $603K 0.01% +4,921 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,348 shares; 2025Q2: 14,602 shares; 2025Q3: 14,253 shares 14,253 $600K 0.01% -349 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,441 shares; 2025Q1: 1,107 shares; 2025Q2: 1,235 shares; 2025Q3: 1,369 shares 1,369 $600K 0.01% +134 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,836 shares; 2024Q4: 25,641 shares; 2025Q1: 21,186 shares; 2025Q2: 15,817 shares; 2025Q3: 17,866 shares 17,866 $599K 0.01% +2,049 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,115 shares; 2025Q3: 9,419 shares 9,419 $596K 0.01% +4,304 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,324 shares; 2024Q4: 19,168 shares; 2025Q1: 6,032 shares; 2025Q2: 6,753 shares; 2025Q3: 7,654 shares 7,654 $595K 0.01% +901 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,268 shares; 2025Q1: 1,722 shares; 2025Q2: 1,931 shares; 2025Q3: 1,928 shares 1,928 $595K 0.01% -3 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,509 shares; 2025Q1: 1,472 shares; 2025Q2: 1,658 shares; 2025Q3: 2,197 shares 2,197 $594K 0.01% +539 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,654 shares; 2024Q4: 66,456 shares; 2025Q1: 42,322 shares; 2025Q2: 42,322 shares; 2025Q3: 36,417 shares 36,417 $594K 0.01% -5,905 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 44,753 shares; 2025Q1: 10,466 shares; 2025Q2: 10,831 shares; 2025Q3: 12,155 shares 12,155 $592K 0.01% +1,324 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 16,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,149 shares 13,149 $592K 0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 10,791 shares; 2025Q1: 10,352 shares; 2025Q2: 13,089 shares; 2025Q3: 16,195 shares 16,195 $592K 0.01% +3,106 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,291 shares; 2025Q3: 2,278 shares 2,278 $591K 0.01% -13 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,075 shares; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 2,492 shares 2,492 $588K 0.01% +1,346 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,001 shares 19,001 $583K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 6,131 shares; 2025Q2: 5,772 shares; 2025Q3: 6,133 shares 6,133 $582K 0.01% +361 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,434 shares; 2024Q4: 41,425 shares; 2025Q1: 41,425 shares; 2025Q2: 41,425 shares; 2025Q3: 51,121 shares 51,121 $582K 0.01% +9,696 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,190 shares; 2025Q2: 16,168 shares; 2025Q3: 16,501 shares 16,501 $582K 0.01% +333 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,475 shares 16,475 $582K 0.01% new Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 8,935 shares; 2025Q1: 9,301 shares; 2025Q2: 9,099 shares; 2025Q3: 9,813 shares 9,813 $580K 0.01% +714 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,937 shares; 2025Q1: 11,197 shares; 2025Q2: 11,197 shares; 2025Q3: 11,197 shares 11,197 $578K 0.01% 0 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,472 shares; 2024Q4: 18,972 shares; 2025Q1: 18,972 shares; 2025Q2: 19,518 shares; 2025Q3: 19,464 shares 19,464 $574K 0.01% -54 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,839 shares; 2025Q1: 2,342 shares; 2025Q2: 3,586 shares; 2025Q3: 3,927 shares 3,927 $572K 0.01% +341 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 3,683 shares 3,683 $570K 0.01% +1,453 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 7,151 shares; 2025Q1: 7,459 shares; 2025Q2: 8,435 shares; 2025Q3: 9,493 shares 9,493 $567K 0.01% +1,058 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,632 shares; 2025Q1: 5,713 shares; 2025Q2: 6,433 shares; 2025Q3: 7,517 shares 7,517 $565K 0.01% +1,084 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,139 shares; 2024Q4: 14,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,139 shares 14,139 $556K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 739 shares; 2025Q2: 1,494 shares; 2025Q3: 1,657 shares 1,657 $551K 0.01% +163 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 4,901 shares; 2025Q1: 5,016 shares; 2025Q2: 6,244 shares; 2025Q3: 6,597 shares 6,597 $550K 0.01% +353 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,661 shares; 2024Q4: 48,506 shares; 2025Q1: 29,461 shares; 2025Q2: 13,547 shares; 2025Q3: 13,052 shares 13,052 $550K 0.01% -495 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,749 shares; 2025Q2: not reported; 2025Q3: 2,804 shares 2,804 $549K 0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,072 shares 3,072 $549K 0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,067 shares; 2025Q1: 5,056 shares; 2025Q2: 5,161 shares; 2025Q3: 4,643 shares 4,643 $547K 0.01% -518 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,231 shares; 2024Q4: 23,287 shares; 2025Q1: 25,435 shares; 2025Q2: 26,329 shares; 2025Q3: 29,272 shares 29,272 $547K 0.01% +2,943 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 1,283 shares 1,283 $547K 0.01% +557 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,015 shares; 2025Q2: 7,045 shares; 2025Q3: 8,909 shares 8,909 $547K 0.01% +1,864 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 11,017 shares; 2025Q1: 11,026 shares; 2025Q2: 11,240 shares; 2025Q3: 10,551 shares 10,551 $545K 0.01% -689 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,421 shares; 2025Q1: 776 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares 1,434 $543K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,569 shares; 2025Q1: 1,627 shares; 2025Q2: 1,829 shares; 2025Q3: 3,076 shares 3,076 $538K 0.01% +1,247 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,584 shares 28,584 $536K 0.01% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,385 shares; 2025Q3: 15,385 shares 15,385 $535K 0.01% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 26,500 shares; 2025Q3: 37,600 shares 37,600 $534K 0.01% +11,100 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,266 shares; 2025Q1: 7,984 shares; 2025Q2: 9,103 shares; 2025Q3: 10,404 shares 10,404 $531K 0.01% +1,301 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,017 shares; 2025Q1: 1,213 shares; 2025Q2: 1,237 shares; 2025Q3: 1,232 shares 1,232 $530K 0.01% -5 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,806 shares; 2025Q2: 8,063 shares; 2025Q3: 9,100 shares 9,100 $528K 0.01% +1,037 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,102 shares; 2025Q1: 3,152 shares; 2025Q2: 3,312 shares; 2025Q3: 4,012 shares 4,012 $527K 0.01% +700 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,703 shares; 2025Q1: 1,643 shares; 2025Q2: 1,644 shares; 2025Q3: 1,642 shares 1,642 $525K 0.01% -2 Timeline CPAC CEMENTOS PACASMAYO S A A More: the full row for CEMENTOS PACASMAYO S A A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,041 shares 75,041 $522K 0.01% new Timeline NTZ NATUZZI S P A More: the full row for NATUZZI S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,062 shares; 2024Q4: 131,050 shares; 2025Q1: 139,650 shares; 2025Q2: 178,000 shares; 2025Q3: 161,600 shares 161,600 $520K 0.01% -16,400 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,933 shares; 2025Q2: 13,407 shares; 2025Q3: 14,678 shares 14,678 $520K 0.01% +1,271 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares 5,661 $518K 0.01% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 7,354 shares; 2025Q3: 7,354 shares 7,354 $517K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,500 shares; 2025Q1: 2,525 shares; 2025Q2: 2,626 shares; 2025Q3: 2,644 shares 2,644 $517K 0.01% +18 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,802 shares; 2025Q3: 10,158 shares 10,158 $514K 0.01% +356 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 6,596 shares; 2025Q1: 5,144 shares; 2025Q2: 5,144 shares; 2025Q3: 6,320 shares 6,320 $513K 0.01% +1,176 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,642 shares; 2025Q1: not reported; 2025Q2: 2,502 shares; 2025Q3: 2,882 shares 2,882 $511K 0.01% +380 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 8,516 shares; 2025Q1: 11,038 shares; 2025Q2: 12,316 shares; 2025Q3: 14,368 shares 14,368 $506K 0.01% +2,052 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 9,505 shares; 2025Q1: 6,788 shares; 2025Q2: 9,134 shares; 2025Q3: 10,009 shares 10,009 $506K 0.01% +875 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,885 shares 10,885 $505K 0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,068 shares; 2025Q1: 6,218 shares; 2025Q2: 5,601 shares; 2025Q3: 5,477 shares 5,477 $502K 0.01% -124 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,385 shares; 2025Q3: 1,882 shares 1,882 $502K 0.01% -503 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,559 shares; 2024Q4: 91,573 shares; 2025Q1: 7,563 shares; 2025Q2: 6,821 shares; 2025Q3: 6,578 shares 6,578 $500K 0.01% -243 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,345 shares 18,345 $496K 0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,199 shares; 2024Q4: 10,481 shares; 2025Q1: 10,479 shares; 2025Q2: 11,479 shares; 2025Q3: 11,548 shares 11,548 $496K 0.01% +69 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 10,384 shares; 2025Q1: 12,380 shares; 2025Q2: 12,513 shares; 2025Q3: 12,484 shares 12,484 $495K 0.01% -29 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,168 shares; 2025Q1: 1,539 shares; 2025Q2: 1,757 shares; 2025Q3: 2,943 shares 2,943 $493K 0.01% +1,186 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 17,205 shares; 2025Q1: 13,720 shares; 2025Q2: 15,207 shares; 2025Q3: 16,054 shares 16,054 $487K 0.01% +847 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 6,042 shares; 2025Q1: 6,393 shares; 2025Q2: 6,385 shares; 2025Q3: 6,544 shares 6,544 $487K 0.01% +159 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 9,280 shares; 2025Q1: 7,158 shares; 2025Q2: 8,778 shares; 2025Q3: 10,093 shares 10,093 $482K 0.01% +1,315 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 8,870 shares; 2025Q1: 2,990 shares; 2025Q2: 4,818 shares; 2025Q3: 6,160 shares 6,160 $480K 0.01% +1,342 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,454 shares 4,454 $480K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,166 shares; 2025Q3: 3,247 shares 3,247 $478K 0.01% +81 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,073 shares; 2024Q4: 12,615 shares; 2025Q1: 14,639 shares; 2025Q2: 18,792 shares; 2025Q3: 26,096 shares 26,096 $478K 0.01% +7,304 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,153 shares; 2025Q3: 15,678 shares 15,678 $477K 0.01% +525 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 20,571 shares; 2025Q1: 17,051 shares; 2025Q2: 17,062 shares; 2025Q3: 17,055 shares 17,055 $476K 0.01% -7 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,178 shares 13,178 $474K 0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,486 shares; 2025Q1: 2,999 shares; 2025Q2: 3,169 shares; 2025Q3: 1,502 shares 1,502 $473K 0.01% -1,667 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,607 shares; 2025Q1: 10,491 shares; 2025Q2: 9,995 shares; 2025Q3: 11,477 shares 11,477 $472K 0.01% +1,482 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,381 shares; 2024Q4: 44,440 shares; 2025Q1: 20,817 shares; 2025Q2: 5,662 shares; 2025Q3: 5,142 shares 5,142 $471K 0.01% -520 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,632 shares; 2024Q4: 26,452 shares; 2025Q1: 12,418 shares; 2025Q2: 11,625 shares; 2025Q3: 7,806 shares 7,806 $469K 0.01% -3,819 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,461 shares 18,461 $469K 0.01% new Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,941 shares; 2025Q2: 9,941 shares; 2025Q3: 9,941 shares 9,941 $466K 0.01% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,307 shares; 2025Q1: 3,268 shares; 2025Q2: 3,166 shares; 2025Q3: 5,398 shares 5,398 $465K 0.01% +2,232 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,626 shares; 2024Q4: 12,295 shares; 2025Q1: 6,983 shares; 2025Q2: 7,298 shares; 2025Q3: 8,263 shares 8,263 $457K 0.01% +965 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,614 shares; 2025Q3: 2,950 shares 2,950 $456K 0.01% +1,336 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,869 shares; 2025Q1: 2,785 shares; 2025Q2: not reported; 2025Q3: 5,565 shares 5,565 $451K 0.01% new Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 5,120 shares; 2025Q1: 4,737 shares; 2025Q2: 5,307 shares; 2025Q3: 7,639 shares 7,639 $448K 0.01% +2,332 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,932 shares; 2025Q1: 4,919 shares; 2025Q2: 4,033 shares; 2025Q3: 4,349 shares 4,349 $447K 0.01% +316 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,390 shares 164,390 $447K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,646 shares; 2025Q1: 11,947 shares; 2025Q2: 13,656 shares; 2025Q3: 13,693 shares 13,693 $447K 0.01% +37 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,449 shares; 2025Q1: 17,176 shares; 2025Q2: 16,141 shares; 2025Q3: 16,822 shares 16,822 $443K 0.01% +681 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,538 shares; 2025Q1: 1,350 shares; 2025Q2: 1,438 shares; 2025Q3: 1,739 shares 1,739 $443K 0.01% +301 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,951 shares; 2024Q4: 21,768 shares; 2025Q1: 18,616 shares; 2025Q2: 18,310 shares; 2025Q3: 18,688 shares 18,688 $441K <0.01% +378 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 10,557 shares; 2025Q1: 9,791 shares; 2025Q2: 10,368 shares; 2025Q3: 12,271 shares 12,271 $441K <0.01% +1,903 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,988 shares; 2025Q3: 3,063 shares 3,063 $438K <0.01% +75 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,756 shares 17,756 $436K <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,731 shares; 2025Q1: 2,091 shares; 2025Q2: 2,186 shares; 2025Q3: 2,905 shares 2,905 $435K <0.01% +719 Timeline VBNK VERSABANK NEW More: the full row for VERSABANK NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,120 shares; 2025Q3: 35,621 shares 35,621 $435K <0.01% -499 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 13,186 shares; 2025Q1: 9,904 shares; 2025Q2: 9,904 shares; 2025Q3: 9,884 shares 9,884 $434K <0.01% -20 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,456 shares; 2024Q4: 22,668 shares; 2025Q1: 6,585 shares; 2025Q2: 7,820 shares; 2025Q3: 13,036 shares 13,036 $433K <0.01% +5,216 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 5,790 shares; 2025Q1: 5,825 shares; 2025Q2: 6,270 shares; 2025Q3: 5,721 shares 5,721 $433K <0.01% -549 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,057 shares; 2025Q3: 17,457 shares 17,457 $432K <0.01% +2,400 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,340 shares 19,340 $431K <0.01% new Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,677 shares 10,677 $431K <0.01% new Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,366 shares; 2024Q4: 10,379 shares; 2025Q1: 10,734 shares; 2025Q2: 10,292 shares; 2025Q3: 17,253 shares 17,253 $430K <0.01% +6,961 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares 13,913 $429K <0.01% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,691 shares 4,691 $426K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,156 shares 2,156 $423K <0.01% +211 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,201 shares; 2025Q1: 2,699 shares; 2025Q2: 2,903 shares; 2025Q3: 2,958 shares 2,958 $418K <0.01% +55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,287 shares 16,287 $417K <0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 8,492 shares; 2025Q1: 7,415 shares; 2025Q2: 7,012 shares; 2025Q3: 7,657 shares 7,657 $417K <0.01% +645 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 5,020 shares; 2025Q3: 5,021 shares 5,021 $415K <0.01% +1 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 955 shares; 2025Q1: 396 shares; 2025Q2: 4,235 shares; 2025Q3: 3,535 shares 3,535 $414K <0.01% -700 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,157 shares; 2025Q2: 5,233 shares; 2025Q3: 8,372 shares 8,372 $412K <0.01% +3,139 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,441 shares; 2025Q3: 14,485 shares 14,485 $412K <0.01% +44 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,074 shares; 2025Q3: 3,082 shares 3,082 $411K <0.01% +8 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,179 shares; 2025Q1: 1,572 shares; 2025Q2: 839 shares; 2025Q3: 836 shares 836 $411K <0.01% -3 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,361 shares; 2025Q1: 5,669 shares; 2025Q2: 5,854 shares; 2025Q3: 5,350 shares 5,350 $410K <0.01% -504 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,522 shares 11,522 $407K <0.01% new Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,509 shares 12,509 $406K <0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares 4,396 $406K <0.01% new Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 724 shares; 2025Q2: 1,035 shares; 2025Q3: 1,459 shares 1,459 $405K <0.01% +424 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,873 shares; 2024Q4: 17,655 shares; 2025Q1: 8,974 shares; 2025Q2: 9,149 shares; 2025Q3: 8,893 shares 8,893 $402K <0.01% -256 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,400 shares; 2025Q1: 3,266 shares; 2025Q2: 3,585 shares; 2025Q3: 4,034 shares 4,034 $401K <0.01% +449 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,759 shares; 2024Q4: 1,184,911 shares; 2025Q1: 1,212,974 shares; 2025Q2: 7,414 shares; 2025Q3: 3,821 shares 3,821 $401K <0.01% -3,593 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,421 shares; 2025Q1: 21,327 shares; 2025Q2: 20,760 shares; 2025Q3: 23,688 shares 23,688 $400K <0.01% +2,928 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares 13,000 $397K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,761 shares 1,761 $395K <0.01% +735 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,274 shares; 2025Q3: 3,222 shares 3,222 $395K <0.01% +948 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,915 shares 1,915 $393K <0.01% new Timeline