JPIB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,124 shares; 2024Q4: 85,188 shares; 2025Q1: 82,478 shares; 2025Q2: 170,594 shares 170,594 $8.29M 0.02% +88,116 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,567 shares; 2024Q4: 282,244 shares; 2025Q1: 282,273 shares; 2025Q2: 283,313 shares 283,313 $8.2M 0.02% +1,040 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 31,648 shares; 2025Q1: 64,579 shares; 2025Q2: 64,266 shares 64,266 $8.2M 0.02% -313 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,349 shares; 2024Q4: 37,706 shares; 2025Q1: 37,993 shares; 2025Q2: 44,567 shares 44,567 $8.17M 0.02% +6,574 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,450 shares; 2024Q4: 97,788 shares; 2025Q1: 97,707 shares; 2025Q2: 83,801 shares 83,801 $8.11M 0.02% -13,906 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,561 shares; 2024Q4: 105,707 shares; 2025Q1: 90,765 shares; 2025Q2: 81,195 shares 81,195 $8.08M 0.02% -9,570 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,096 shares; 2024Q4: 57,759 shares; 2025Q1: 66,569 shares; 2025Q2: 76,096 shares 76,096 $8.04M 0.02% +9,527 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,314 shares; 2024Q4: 285,630 shares; 2025Q1: 271,708 shares; 2025Q2: 272,362 shares 272,362 $8M 0.02% +654 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,670 shares; 2024Q4: 30,786 shares; 2025Q1: 31,544 shares; 2025Q2: 33,362 shares 33,362 $7.94M 0.02% +1,818 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,935 shares; 2024Q4: 313,722 shares; 2025Q1: 299,730 shares; 2025Q2: 309,499 shares 309,499 $7.92M 0.02% +9,769 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,797 shares; 2024Q4: 329,299 shares; 2025Q1: 280,831 shares; 2025Q2: 262,346 shares 262,346 $7.91M 0.02% -18,485 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,435 shares; 2024Q4: 16,879 shares; 2025Q1: 24,020 shares; 2025Q2: 24,437 shares 24,437 $7.89M 0.02% +417 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,033 shares; 2024Q4: 58,484 shares; 2025Q1: 60,158 shares; 2025Q2: 63,748 shares 63,748 $7.88M 0.02% +3,590 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,140 shares; 2024Q4: 454,531 shares; 2025Q1: 463,462 shares; 2025Q2: 345,881 shares 345,881 $7.85M 0.02% -117,581 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,000 shares; 2025Q2: 152,044 shares 152,044 $7.79M 0.02% +42,044 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 134,512 shares; 2025Q2: 141,927 shares 141,927 $7.71M 0.02% +7,415 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,276 shares; 2024Q4: 93,383 shares; 2025Q1: 105,098 shares; 2025Q2: 105,231 shares 105,231 $7.7M 0.02% +133 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,851 shares 115,851 $7.67M 0.02% new Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,794 shares; 2024Q4: 468,096 shares; 2025Q1: 557,603 shares; 2025Q2: 570,441 shares 570,441 $7.62M 0.02% +12,838 Timeline TCAF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,058 shares; 2024Q4: 60,648 shares; 2025Q1: 53,734 shares; 2025Q2: 215,602 shares 215,602 $7.61M 0.02% +161,868 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,372 shares; 2024Q4: 106,356 shares; 2025Q1: 111,325 shares; 2025Q2: 111,433 shares 111,433 $7.59M 0.02% +108 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,748 shares; 2024Q4: 33,626 shares; 2025Q1: 28,103 shares; 2025Q2: 28,425 shares 28,425 $7.59M 0.02% +322 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,330 shares; 2024Q4: 162,381 shares; 2025Q1: 177,520 shares; 2025Q2: 164,900 shares 164,900 $7.55M 0.02% -12,620 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,799 shares; 2024Q4: 56,447 shares; 2025Q1: 56,330 shares; 2025Q2: 58,692 shares 58,692 $7.51M 0.02% +2,362 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,935 shares; 2024Q4: 124,617 shares; 2025Q1: 128,534 shares; 2025Q2: 130,257 shares 130,257 $7.48M 0.02% +1,723 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,679 shares; 2024Q4: 34,122 shares; 2025Q1: 37,763 shares; 2025Q2: 115,469 shares 115,469 $7.41M 0.02% +77,706 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,338 shares; 2024Q4: 47,307 shares; 2025Q1: 55,317 shares; 2025Q2: 54,659 shares 54,659 $7.4M 0.02% -658 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 10,473 shares; 2025Q1: 10,961 shares; 2025Q2: 10,575 shares 10,575 $7.39M 0.02% -386 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 31,742 shares; 2025Q1: 47,534 shares; 2025Q2: 48,516 shares 48,516 $7.34M 0.02% +982 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,878 shares 146,878 $7.32M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,264 shares; 2024Q4: 54,580 shares; 2025Q1: 61,673 shares; 2025Q2: 67,522 shares 67,522 $7.25M 0.02% +5,849 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,309 shares; 2024Q4: 89,049 shares; 2025Q1: 91,292 shares; 2025Q2: 95,140 shares 95,140 $7.23M 0.02% +3,848 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,988 shares; 2024Q4: 50,205 shares; 2025Q1: 71,655 shares; 2025Q2: 71,482 shares 71,482 $7.22M 0.02% -173 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,169 shares; 2024Q4: 104,758 shares; 2025Q1: 115,382 shares; 2025Q2: 124,565 shares 124,565 $7.18M 0.02% +9,183 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,228 shares; 2024Q4: 184,086 shares; 2025Q1: 194,261 shares; 2025Q2: 195,324 shares 195,324 $7.18M 0.02% +1,063 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,773 shares; 2024Q4: 92,999 shares; 2025Q1: 83,393 shares; 2025Q2: 59,928 shares 59,928 $7.14M 0.02% -23,465 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,162 shares; 2024Q4: 9,251 shares; 2025Q1: 18,131 shares; 2025Q2: 28,563 shares 28,563 $7.04M 0.02% +10,432 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,117 shares; 2024Q4: 88,143 shares; 2025Q1: 92,346 shares; 2025Q2: 94,011 shares 94,011 $7.01M 0.02% +1,665 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: not reported; 2025Q1: 91,660 shares; 2025Q2: 103,084 shares 103,084 $6.97M 0.02% +11,424 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,170 shares; 2024Q4: 57,182 shares; 2025Q1: 73,111 shares; 2025Q2: 108,213 shares 108,213 $6.88M 0.02% +35,102 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,539 shares; 2024Q4: 98,532 shares; 2025Q1: 69,373 shares; 2025Q2: 71,242 shares 71,242 $6.87M 0.02% +1,869 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,717 shares; 2024Q4: 58,419 shares; 2025Q1: 114,353 shares; 2025Q2: 111,980 shares 111,980 $6.87M 0.02% -2,373 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,504 shares; 2024Q4: 39,810 shares; 2025Q1: 48,818 shares; 2025Q2: 55,711 shares 55,711 $6.87M 0.02% +6,893 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,317 shares; 2024Q4: 37,489 shares; 2025Q1: 37,895 shares; 2025Q2: 46,347 shares 46,347 $6.83M 0.02% +8,452 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,505 shares; 2024Q4: 113,157 shares; 2025Q1: 125,705 shares; 2025Q2: 81,129 shares 81,129 $6.83M 0.02% -44,576 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,975 shares; 2025Q1: 9,808 shares; 2025Q2: 66,822 shares 66,822 $6.76M 0.02% +57,014 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,110 shares; 2024Q4: 179,721 shares; 2025Q1: 156,610 shares; 2025Q2: 156,909 shares 156,909 $6.63M 0.01% +299 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,579 shares 235,579 $6.62M 0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,138 shares; 2024Q4: 124,168 shares; 2025Q1: 103,036 shares; 2025Q2: 106,829 shares 106,829 $6.61M 0.01% +3,793 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,843 shares; 2024Q4: 90,475 shares; 2025Q1: 86,645 shares; 2025Q2: 60,157 shares 60,157 $6.59M 0.01% -26,488 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,277 shares; 2024Q4: 23,232 shares; 2025Q1: 23,735 shares; 2025Q2: 25,180 shares 25,180 $6.57M 0.01% +1,445 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,655 shares; 2024Q4: 110,514 shares; 2025Q1: 110,024 shares; 2025Q2: 105,442 shares 105,442 $6.55M 0.01% -4,582 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,126 shares; 2024Q4: 97,464 shares; 2025Q1: 88,940 shares; 2025Q2: 74,152 shares 74,152 $6.54M 0.01% -14,788 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,019 shares; 2024Q4: 72,333 shares; 2025Q1: 72,113 shares; 2025Q2: 68,158 shares 68,158 $6.5M 0.01% -3,955 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,360 shares; 2025Q2: 296,816 shares 296,816 $6.39M 0.01% +116,456 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 14,257 shares; 2025Q1: 18,416 shares; 2025Q2: 21,062 shares 21,062 $6.32M 0.01% +2,646 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,667 shares; 2024Q4: 404,820 shares; 2025Q1: 96,473 shares; 2025Q2: 61,913 shares 61,913 $6.29M 0.01% -34,560 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 31,449 shares; 2025Q1: 25,462 shares; 2025Q2: 25,488 shares 25,488 $6.28M 0.01% +26 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 30,956 shares; 2025Q1: 39,132 shares; 2025Q2: 36,428 shares 36,428 $6.28M 0.01% -2,704 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,579 shares; 2024Q4: 26,870 shares; 2025Q1: 31,630 shares; 2025Q2: 37,227 shares 37,227 $6.28M 0.01% +5,597 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,252 shares; 2024Q4: 15,115 shares; 2025Q1: 22,873 shares; 2025Q2: 28,009 shares 28,009 $6.27M 0.01% +5,136 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 246,557 shares; 2025Q1: 247,136 shares; 2025Q2: 246,675 shares 246,675 $6.25M 0.01% -461 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,289 shares; 2024Q4: 98,780 shares; 2025Q1: 108,119 shares; 2025Q2: 118,516 shares 118,516 $6.23M 0.01% +10,397 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 9,605 shares; 2025Q1: 24,844 shares; 2025Q2: 25,412 shares 25,412 $6.19M 0.01% +568 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,644 shares; 2024Q4: 36,572 shares; 2025Q1: 62,568 shares; 2025Q2: 61,148 shares 61,148 $6.17M 0.01% -1,420 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,757 shares; 2024Q4: 142,804 shares; 2025Q1: 166,206 shares; 2025Q2: 182,093 shares 182,093 $6.12M 0.01% +15,887 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,118 shares; 2024Q4: 40,240 shares; 2025Q1: 44,865 shares; 2025Q2: 47,244 shares 47,244 $6.11M 0.01% +2,379 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,082 shares; 2024Q4: 105,115 shares; 2025Q1: 134,476 shares; 2025Q2: 123,805 shares 123,805 $6.09M 0.01% -10,671 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,306 shares; 2024Q4: 153,301 shares; 2025Q1: 149,172 shares; 2025Q2: 147,139 shares 147,139 $6.08M 0.01% -2,033 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,809 shares; 2024Q4: 45,788 shares; 2025Q1: 46,878 shares; 2025Q2: 46,357 shares 46,357 $6.08M 0.01% -521 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,663 shares; 2024Q4: 23,033 shares; 2025Q1: 26,351 shares; 2025Q2: 29,012 shares 29,012 $6.07M 0.01% +2,661 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 21,854 shares; 2025Q1: 43,078 shares; 2025Q2: 50,028 shares 50,028 $6.07M 0.01% +6,950 Timeline TOV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231,726 shares 231,726 $6.04M 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,006 shares; 2024Q4: 58,713 shares; 2025Q1: 54,487 shares; 2025Q2: 61,431 shares 61,431 $6.03M 0.01% +6,944 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,880 shares; 2024Q4: 76,332 shares; 2025Q1: 60,346 shares; 2025Q2: 66,133 shares 66,133 $6.02M 0.01% +5,787 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 331,635 shares; 2025Q1: 626,426 shares; 2025Q2: 820,279 shares 820,279 $5.97M 0.01% +193,853 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,265 shares; 2025Q2: 150,437 shares 150,437 $5.96M 0.01% +20,172 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,682 shares; 2024Q4: 40,007 shares; 2025Q1: 38,544 shares; 2025Q2: 38,840 shares 38,840 $5.96M 0.01% +296 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,545 shares; 2024Q4: 72,615 shares; 2025Q1: 70,407 shares; 2025Q2: 75,155 shares 75,155 $5.93M 0.01% +4,748 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 12,048 shares; 2025Q1: 13,530 shares; 2025Q2: 13,312 shares 13,312 $5.93M 0.01% -218 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,280 shares; 2024Q4: 70,118 shares; 2025Q1: 75,410 shares; 2025Q2: 77,288 shares 77,288 $5.86M 0.01% +1,878 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,864 shares; 2024Q4: 106,775 shares; 2025Q1: 98,663 shares; 2025Q2: 94,785 shares 94,785 $5.79M 0.01% -3,878 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,112 shares; 2025Q2: 250,476 shares 250,476 $5.73M 0.01% -636 Timeline BSJS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,130 shares; 2025Q1: 245,103 shares; 2025Q2: 259,885 shares 259,885 $5.73M 0.01% +14,782 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,188 shares; 2024Q4: 128,713 shares; 2025Q1: 113,273 shares; 2025Q2: 112,990 shares 112,990 $5.73M 0.01% -283 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,191 shares; 2025Q1: 5,374 shares; 2025Q2: 5,485 shares 5,485 $5.71M 0.01% +111 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,281 shares; 2024Q4: 25,017 shares; 2025Q1: 23,319 shares; 2025Q2: 25,965 shares 25,965 $5.69M 0.01% +2,646 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,321 shares; 2024Q4: 12,385 shares; 2025Q1: 22,792 shares; 2025Q2: 23,003 shares 23,003 $5.67M 0.01% +211 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,908 shares; 2024Q4: 50,033 shares; 2025Q1: 56,714 shares; 2025Q2: 66,232 shares 66,232 $5.67M 0.01% +9,518 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,380 shares; 2024Q4: 18,911 shares; 2025Q1: 16,744 shares; 2025Q2: 79,137 shares 79,137 $5.64M 0.01% +62,393 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,130 shares; 2024Q4: 9,916 shares; 2025Q1: 14,288 shares; 2025Q2: 10,723 shares 10,723 $5.63M 0.01% -3,565 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,488 shares; 2024Q4: 112,517 shares; 2025Q1: 112,517 shares; 2025Q2: 108,409 shares 108,409 $5.61M 0.01% -4,108 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,480 shares; 2024Q4: 22,710 shares; 2025Q1: 42,613 shares; 2025Q2: 52,831 shares 52,831 $5.56M 0.01% +10,218 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 7,672 shares; 2025Q1: 29,347 shares; 2025Q2: 38,699 shares 38,699 $5.56M 0.01% +9,352 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,051 shares; 2025Q1: 1,942 shares; 2025Q2: 2,117 shares 2,117 $5.53M 0.01% +175 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,417 shares; 2024Q4: 471,436 shares; 2025Q1: 488,362 shares; 2025Q2: 493,051 shares 493,051 $5.53M 0.01% +4,689 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,330 shares; 2024Q4: 54,003 shares; 2025Q1: 56,411 shares; 2025Q2: 57,743 shares 57,743 $5.49M 0.01% +1,332 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,977 shares; 2024Q4: 62,803 shares; 2025Q1: 268,317 shares; 2025Q2: 262,107 shares 262,107 $5.49M 0.01% -6,210 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271,994 shares; 2025Q1: 411,577 shares; 2025Q2: 479,347 shares 479,347 $5.48M 0.01% +67,770 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,066 shares; 2024Q4: 28,788 shares; 2025Q1: 38,331 shares; 2025Q2: 37,948 shares 37,948 $5.47M 0.01% -383 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,293 shares; 2024Q4: 25,398 shares; 2025Q1: 27,483 shares; 2025Q2: 34,711 shares 34,711 $5.44M 0.01% +7,228 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 5,825 shares; 2025Q1: 9,571 shares; 2025Q2: 10,134 shares 10,134 $5.44M 0.01% +563 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,727 shares; 2024Q4: 7,190 shares; 2025Q1: 34,613 shares; 2025Q2: 34,415 shares 34,415 $5.42M 0.01% -198 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,120 shares; 2024Q4: 268,402 shares; 2025Q1: 262,203 shares; 2025Q2: 165,778 shares 165,778 $5.41M 0.01% -96,425 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,262 shares; 2024Q4: 142,207 shares; 2025Q1: 142,440 shares; 2025Q2: 143,977 shares 143,977 $5.4M 0.01% +1,537 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,240 shares; 2024Q4: 28,502 shares; 2025Q1: 33,582 shares; 2025Q2: 41,940 shares 41,940 $5.39M 0.01% +8,358 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,237 shares; 2024Q4: 51,561 shares; 2025Q1: 48,568 shares; 2025Q2: 38,467 shares 38,467 $5.31M 0.01% -10,101 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,795 shares; 2024Q4: 66,471 shares; 2025Q1: 66,906 shares; 2025Q2: 40,444 shares 40,444 $5.21M 0.01% -26,462 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,829 shares; 2024Q4: 57,864 shares; 2025Q1: 61,279 shares; 2025Q2: 55,492 shares 55,492 $5.21M 0.01% -5,787 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,775 shares; 2024Q4: 56,636 shares; 2025Q1: 54,989 shares; 2025Q2: 54,991 shares 54,991 $5.2M 0.01% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 26,956 shares; 2025Q1: 27,755 shares; 2025Q2: 27,897 shares 27,897 $5.19M 0.01% +142 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,477 shares; 2024Q4: 116,224 shares; 2025Q1: 107,389 shares; 2025Q2: 93,083 shares 93,083 $5.19M 0.01% -14,306 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,843 shares; 2024Q4: 21,787 shares; 2025Q1: 22,822 shares; 2025Q2: 23,772 shares 23,772 $5.18M 0.01% +950 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 19,481 shares; 2025Q1: 27,392 shares; 2025Q2: 33,202 shares 33,202 $5.16M 0.01% +5,810 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,997 shares; 2024Q4: 245,403 shares; 2025Q1: 232,013 shares; 2025Q2: 211,359 shares 211,359 $5.15M 0.01% -20,654 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,608 shares; 2024Q4: 136,998 shares; 2025Q1: 137,702 shares; 2025Q2: 137,776 shares 137,776 $5.13M 0.01% +74 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,226 shares; 2024Q4: 62,484 shares; 2025Q1: 59,733 shares; 2025Q2: 62,597 shares 62,597 $5.11M 0.01% +2,864 Timeline JAVA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,255 shares; 2024Q4: 85,093 shares; 2025Q1: 82,628 shares; 2025Q2: 77,662 shares 77,662 $5.09M 0.01% -4,966 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,859 shares; 2024Q4: 80,312 shares; 2025Q1: 79,069 shares; 2025Q2: 67,545 shares 67,545 $5.06M 0.01% -11,524 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,573 shares; 2025Q2: 182,212 shares 182,212 $5.06M 0.01% -11,361 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,690 shares; 2024Q4: 228,639 shares; 2025Q1: 228,274 shares; 2025Q2: 225,858 shares 225,858 $5.02M 0.01% -2,416 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,090 shares; 2024Q4: 86,840 shares; 2025Q1: 79,298 shares; 2025Q2: 75,517 shares 75,517 $5.01M 0.01% -3,781 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,292 shares; 2024Q4: 153,480 shares; 2025Q1: 171,418 shares; 2025Q2: 191,216 shares 191,216 $4.98M 0.01% +19,798 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,652 shares; 2024Q4: 114,371 shares; 2025Q1: 111,368 shares; 2025Q2: 115,265 shares 115,265 $4.98M 0.01% +3,897 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,809 shares; 2024Q4: 22,578 shares; 2025Q1: 21,290 shares; 2025Q2: 42,158 shares 42,158 $4.98M 0.01% +20,868 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,291 shares; 2024Q4: 142,441 shares; 2025Q1: 171,581 shares; 2025Q2: 147,154 shares 147,154 $4.97M 0.01% -24,427 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,302 shares; 2025Q2: 100,919 shares 100,919 $4.97M 0.01% +7,617 Timeline CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,282 shares; 2024Q4: 204,468 shares; 2025Q1: 201,488 shares; 2025Q2: 184,591 shares 184,591 $4.96M 0.01% -16,897 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,198 shares; 2024Q4: 25,913 shares; 2025Q1: 25,495 shares; 2025Q2: 29,480 shares 29,480 $4.95M 0.01% +3,985 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,400 shares; 2024Q4: 63,832 shares; 2025Q1: 60,681 shares; 2025Q2: 59,923 shares 59,923 $4.92M 0.01% -758 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,259 shares 120,259 $4.91M 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,014 shares; 2024Q4: 19,755 shares; 2025Q1: 20,079 shares; 2025Q2: 22,427 shares 22,427 $4.9M 0.01% +2,348 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,105 shares; 2024Q4: 19,798 shares; 2025Q1: 16,070 shares; 2025Q2: 18,268 shares 18,268 $4.87M 0.01% +2,198 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,001 shares; 2024Q4: 153,598 shares; 2025Q1: 123,340 shares; 2025Q2: 131,537 shares 131,537 $4.85M 0.01% +8,197 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,500 shares; 2024Q4: 50,229 shares; 2025Q1: 57,501 shares; 2025Q2: 60,339 shares 60,339 $4.85M 0.01% +2,838 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,251 shares; 2024Q4: 66,318 shares; 2025Q1: 62,609 shares; 2025Q2: 70,999 shares 70,999 $4.77M 0.01% +8,390 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,347 shares; 2024Q4: 137,266 shares; 2025Q1: 154,061 shares; 2025Q2: 145,013 shares 145,013 $4.73M 0.01% -9,048 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,073 shares; 2024Q4: 75,470 shares; 2025Q1: 69,230 shares; 2025Q2: 69,327 shares 69,327 $4.72M 0.01% +97 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,381 shares; 2024Q4: 16,654 shares; 2025Q1: 15,142 shares; 2025Q2: 16,002 shares 16,002 $4.66M 0.01% +860 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,221 shares; 2024Q4: 66,256 shares; 2025Q1: 65,704 shares; 2025Q2: 56,000 shares 56,000 $4.65M 0.01% -9,704 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,082 shares; 2024Q4: 209,651 shares; 2025Q1: 209,810 shares; 2025Q2: 210,098 shares 210,098 $4.62M 0.01% +288 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,301 shares; 2024Q4: 29,115 shares; 2025Q1: 25,212 shares; 2025Q2: 27,915 shares 27,915 $4.62M 0.01% +2,703 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 3,263 shares; 2025Q1: 4,499 shares; 2025Q2: 5,118 shares 5,118 $4.58M 0.01% +619 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,598 shares; 2024Q4: 187,986 shares; 2025Q1: 154,766 shares; 2025Q2: 153,652 shares 153,652 $4.58M 0.01% -1,114 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,579 shares; 2024Q4: 104,066 shares; 2025Q1: 104,021 shares; 2025Q2: 102,232 shares 102,232 $4.57M 0.01% -1,789 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,803 shares; 2024Q4: 39,280 shares; 2025Q1: 47,291 shares; 2025Q2: 43,375 shares 43,375 $4.56M 0.01% -3,916 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,771 shares; 2024Q4: 151,910 shares; 2025Q1: 137,496 shares; 2025Q2: 144,513 shares 144,513 $4.56M 0.01% +7,017 Timeline XLY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 17,396 shares; 2025Q1: 20,324 shares; 2025Q2: 20,950 shares 20,950 $4.55M 0.01% +626 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,937 shares; 2024Q4: 108,330 shares; 2025Q1: 100,314 shares; 2025Q2: 99,278 shares 99,278 $4.51M 0.01% -1,036 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,011 shares; 2024Q4: 27,887 shares; 2025Q1: 31,029 shares; 2025Q2: 32,797 shares 32,797 $4.51M 0.01% +1,768 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734,365 shares; 2024Q4: 184,786 shares; 2025Q1: 161,592 shares; 2025Q2: 149,214 shares 149,214 $4.49M 0.01% -12,378 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 7,596 shares; 2025Q1: 7,845 shares; 2025Q2: 8,391 shares 8,391 $4.49M 0.01% +546 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,487 shares; 2024Q4: 31,809 shares; 2025Q1: 63,229 shares; 2025Q2: 61,552 shares 61,552 $4.48M 0.01% -1,677 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,260 shares; 2024Q4: 40,255 shares; 2025Q1: 46,440 shares; 2025Q2: 44,657 shares 44,657 $4.48M 0.01% -1,783 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,234 shares; 2024Q4: 32,895 shares; 2025Q1: 35,059 shares; 2025Q2: 36,565 shares 36,565 $4.39M 0.01% +1,506 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,718 shares; 2024Q4: 44,592 shares; 2025Q1: 48,782 shares; 2025Q2: 48,827 shares 48,827 $4.38M 0.01% +45 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,229 shares; 2024Q4: 180,762 shares; 2025Q1: 173,184 shares; 2025Q2: 170,634 shares 170,634 $4.38M 0.01% -2,550 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,396 shares; 2024Q4: 27,486 shares; 2025Q1: 26,104 shares; 2025Q2: 27,188 shares 27,188 $4.35M 0.01% +1,084 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 3,227 shares; 2025Q1: 6,923 shares; 2025Q2: 7,289 shares 7,289 $4.32M 0.01% +366 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,362 shares; 2024Q4: 363,714 shares; 2025Q1: 376,718 shares; 2025Q2: 397,926 shares 397,926 $4.32M 0.01% +21,208 Timeline PDN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,010 shares; 2024Q4: 96,607 shares; 2025Q1: 108,662 shares; 2025Q2: 110,868 shares 110,868 $4.31M 0.01% +2,206 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 15,917 shares; 2025Q1: 18,092 shares; 2025Q2: 22,546 shares 22,546 $4.23M 0.01% +4,454 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,583 shares; 2024Q4: 38,430 shares; 2025Q1: 41,925 shares; 2025Q2: 43,828 shares 43,828 $4.21M 0.01% +1,903 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711,145 shares; 2024Q4: 1,652,966 shares; 2025Q1: 649,160 shares; 2025Q2: 644,383 shares 644,383 $4.2M 0.01% -4,777 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,114 shares; 2024Q4: 148,082 shares; 2025Q1: 102,163 shares; 2025Q2: 102,047 shares 102,047 $4.2M 0.01% -116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,633 shares; 2024Q4: 9,559 shares; 2025Q1: 8,219 shares; 2025Q2: 8,152 shares 8,152 $4.18M 0.01% -67 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,863 shares; 2025Q1: 1,724 shares; 2025Q2: 9,220 shares 9,220 $4.15M 0.01% +7,496 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,973 shares; 2024Q4: 149,570 shares; 2025Q1: 150,911 shares; 2025Q2: 138,808 shares 138,808 $4.15M 0.01% -12,103 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,309 shares; 2024Q4: 28,906 shares; 2025Q1: 30,428 shares; 2025Q2: 33,525 shares 33,525 $4.11M 0.01% +3,097 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 8,406 shares; 2025Q1: 8,803 shares; 2025Q2: 10,825 shares 10,825 $4.09M 0.01% +2,022 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,687 shares; 2024Q4: 36,653 shares; 2025Q1: 35,977 shares; 2025Q2: 42,636 shares 42,636 $4.09M 0.01% +6,659 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,813 shares; 2024Q4: 10,372 shares; 2025Q1: 10,454 shares; 2025Q2: 15,001 shares 15,001 $4.09M 0.01% +4,547 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,049 shares; 2024Q4: 273,765 shares; 2025Q1: 262,825 shares; 2025Q2: 270,822 shares 270,822 $4.08M 0.01% +7,997 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,942 shares; 2024Q4: 45,846 shares; 2025Q1: 40,778 shares; 2025Q2: 43,187 shares 43,187 $4.04M 0.01% +2,409 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,668 shares; 2024Q4: 27,421 shares; 2025Q1: 33,320 shares; 2025Q2: 36,567 shares 36,567 $4.02M 0.01% +3,247 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,328 shares; 2024Q4: 38,232 shares; 2025Q1: 34,052 shares; 2025Q2: 85,430 shares 85,430 $4.01M 0.01% +51,378 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 8,050 shares; 2025Q1: 7,846 shares; 2025Q2: 9,904 shares 9,904 $4M 0.01% +2,058 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,715 shares; 2024Q4: 144,431 shares; 2025Q1: 166,177 shares; 2025Q2: 174,584 shares 174,584 $4M 0.01% +8,407 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,198 shares; 2024Q4: 32,944 shares; 2025Q1: 35,163 shares; 2025Q2: 39,653 shares 39,653 $4M 0.01% +4,490 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,743 shares; 2024Q4: 22,283 shares; 2025Q1: 22,209 shares; 2025Q2: 24,864 shares 24,864 $4M 0.01% +2,655 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,455 shares; 2024Q4: 49,703 shares; 2025Q1: 50,209 shares; 2025Q2: 51,064 shares 51,064 $3.99M 0.01% +855 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,162 shares; 2024Q4: 160,866 shares; 2025Q1: 163,563 shares; 2025Q2: 177,282 shares 177,282 $3.99M 0.01% +13,719 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,834 shares; 2024Q4: 126,486 shares; 2025Q1: 169,098 shares; 2025Q2: 173,318 shares 173,318 $3.98M 0.01% +4,220 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 56,659 shares; 2025Q1: 56,527 shares; 2025Q2: 80,810 shares 80,810 $3.97M 0.01% +24,283 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 41,660 shares; 2025Q1: 45,938 shares; 2025Q2: 43,534 shares 43,534 $3.97M 0.01% -2,404 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 35,301 shares; 2025Q1: 34,579 shares; 2025Q2: 27,264 shares 27,264 $3.97M 0.01% -7,315 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,203 shares; 2024Q4: 236,837 shares; 2025Q1: 251,980 shares; 2025Q2: 68,139 shares 68,139 $3.95M 0.01% -183,841 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,216 shares; 2024Q4: 65,670 shares; 2025Q1: 69,239 shares; 2025Q2: 72,192 shares 72,192 $3.94M 0.01% +2,953 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,609 shares; 2024Q4: 40,332 shares; 2025Q1: 38,028 shares; 2025Q2: 38,135 shares 38,135 $3.91M 0.01% +107 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 32,518 shares; 2025Q1: 34,218 shares; 2025Q2: 36,398 shares 36,398 $3.91M 0.01% +2,180 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,141 shares; 2024Q4: 28,654 shares; 2025Q1: 28,819 shares; 2025Q2: 36,642 shares 36,642 $3.9M 0.01% +7,823 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,101 shares; 2024Q4: 83,809 shares; 2025Q1: 81,226 shares; 2025Q2: 77,844 shares 77,844 $3.9M 0.01% -3,382 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,601 shares; 2024Q4: 26,895 shares; 2025Q1: 26,293 shares; 2025Q2: 29,589 shares 29,589 $3.89M 0.01% +3,296 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,615 shares; 2024Q4: 194,125 shares; 2025Q1: 198,735 shares; 2025Q2: 177,016 shares 177,016 $3.89M 0.01% -21,719 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,958 shares; 2024Q4: 214,434 shares; 2025Q1: 226,695 shares; 2025Q2: 230,493 shares 230,493 $3.84M 0.01% +3,798 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,729 shares; 2024Q4: 55,892 shares; 2025Q1: 45,420 shares; 2025Q2: 38,454 shares 38,454 $3.83M 0.01% -6,966 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,631 shares; 2024Q4: 19,316 shares; 2025Q1: 18,632 shares; 2025Q2: 20,297 shares 20,297 $3.82M 0.01% +1,665 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416,432 shares 416,432 $3.82M 0.01% new Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,444 shares; 2024Q4: 65,299 shares; 2025Q1: 60,718 shares; 2025Q2: 63,227 shares 63,227 $3.82M 0.01% +2,509 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,541 shares; 2024Q4: 29,920 shares; 2025Q1: 29,586 shares; 2025Q2: 31,436 shares 31,436 $3.81M 0.01% +1,850 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,824 shares; 2024Q4: 80,124 shares; 2025Q1: 133,058 shares; 2025Q2: 133,045 shares 133,045 $3.81M 0.01% -13 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 57,891 shares; 2025Q1: 55,731 shares; 2025Q2: 47,573 shares 47,573 $3.79M 0.01% -8,158 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,364 shares; 2024Q4: 24,243 shares; 2025Q1: 22,467 shares; 2025Q2: 26,159 shares 26,159 $3.78M 0.01% +3,692 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 16,887 shares; 2025Q1: 21,167 shares; 2025Q2: 21,127 shares 21,127 $3.77M 0.01% -40 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,094 shares; 2024Q4: 27,984 shares; 2025Q1: 23,542 shares; 2025Q2: 26,330 shares 26,330 $3.77M 0.01% +2,788 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,245 shares; 2024Q4: 75,906 shares; 2025Q1: 72,741 shares; 2025Q2: 71,921 shares 71,921 $3.76M 0.01% -820 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,682 shares; 2024Q4: 29,701 shares; 2025Q1: 31,874 shares; 2025Q2: 32,188 shares 32,188 $3.76M 0.01% +314 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,475 shares; 2024Q4: 57,190 shares; 2025Q1: 69,939 shares; 2025Q2: 72,913 shares 72,913 $3.76M 0.01% +2,974 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,418 shares; 2024Q4: 156,671 shares; 2025Q1: 224,910 shares; 2025Q2: 224,076 shares 224,076 $3.76M 0.01% -834 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,869 shares; 2024Q4: 28,036 shares; 2025Q1: 30,447 shares; 2025Q2: 59,896 shares 59,896 $3.75M 0.01% +29,449 Timeline FPE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,616 shares; 2024Q4: 173,567 shares; 2025Q1: 185,300 shares; 2025Q2: 210,758 shares 210,758 $3.75M 0.01% +25,458 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,985 shares; 2024Q4: 58,014 shares; 2025Q1: 58,441 shares; 2025Q2: 45,891 shares 45,891 $3.74M 0.01% -12,550 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,434 shares; 2024Q4: 43,423 shares; 2025Q1: 48,267 shares; 2025Q2: 48,685 shares 48,685 $3.73M 0.01% +418 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,193 shares 179,193 $3.73M 0.01% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,399 shares; 2024Q4: 31,364 shares; 2025Q1: 30,833 shares; 2025Q2: 34,159 shares 34,159 $3.73M 0.01% +3,326 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,652 shares; 2024Q4: 40,876 shares; 2025Q1: 42,676 shares; 2025Q2: 45,771 shares 45,771 $3.73M 0.01% +3,095 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,704 shares; 2024Q4: 12,845 shares; 2025Q1: 9,650 shares; 2025Q2: 12,013 shares 12,013 $3.7M 0.01% +2,363 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,737 shares; 2024Q4: 80,305 shares; 2025Q1: 82,488 shares; 2025Q2: 82,134 shares 82,134 $3.67M 0.01% -354 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 7,804 shares; 2025Q1: 18,074 shares; 2025Q2: 23,183 shares 23,183 $3.65M 0.01% +5,109 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,313 shares; 2024Q4: 101,128 shares; 2025Q1: 92,697 shares; 2025Q2: 90,181 shares 90,181 $3.65M 0.01% -2,516 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,109 shares; 2024Q4: 44,169 shares; 2025Q1: 44,537 shares; 2025Q2: 45,930 shares 45,930 $3.64M 0.01% +1,393 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,540 shares; 2024Q4: 100,767 shares; 2025Q1: 94,378 shares; 2025Q2: 91,753 shares 91,753 $3.63M 0.01% -2,625 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 14,763 shares; 2025Q1: 13,281 shares; 2025Q2: 14,879 shares 14,879 $3.61M 0.01% +1,598 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,335 shares; 2024Q4: 34,455 shares; 2025Q1: 51,635 shares; 2025Q2: 56,679 shares 56,679 $3.55M 0.01% +5,044 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,493 shares; 2024Q4: 9,814 shares; 2025Q1: 9,721 shares; 2025Q2: 12,077 shares 12,077 $3.54M 0.01% +2,356 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,982 shares; 2024Q4: 207,774 shares; 2025Q1: 215,840 shares; 2025Q2: 200,143 shares 200,143 $3.54M 0.01% -15,697 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,747 shares; 2024Q4: 60,421 shares; 2025Q1: 60,285 shares; 2025Q2: 31,210 shares 31,210 $3.52M 0.01% -29,075 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,437 shares; 2024Q4: 115,175 shares; 2025Q1: 115,174 shares; 2025Q2: 65,931 shares 65,931 $3.51M 0.01% -49,243 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,295 shares; 2024Q4: 38,027 shares; 2025Q1: 72,334 shares; 2025Q2: 72,499 shares 72,499 $3.5M 0.01% +165 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,704 shares; 2024Q4: 15,643 shares; 2025Q1: 10,734 shares; 2025Q2: 11,170 shares 11,170 $3.5M 0.01% +436 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,648 shares; 2024Q4: 23,623 shares; 2025Q1: 23,296 shares; 2025Q2: 23,172 shares 23,172 $3.5M 0.01% -124 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,945 shares; 2024Q4: 215,354 shares; 2025Q1: 213,290 shares; 2025Q2: 217,688 shares 217,688 $3.49M 0.01% +4,398 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,092 shares; 2024Q4: 30,660 shares; 2025Q1: 31,390 shares; 2025Q2: 30,172 shares 30,172 $3.48M 0.01% -1,218 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,631 shares; 2024Q4: 43,407 shares; 2025Q1: 48,941 shares; 2025Q2: 53,994 shares 53,994 $3.48M 0.01% +5,053 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468,383 shares; 2024Q4: 1,542,010 shares; 2025Q1: 1,384,178 shares; 2025Q2: 1,456,542 shares 1,456,542 $3.47M 0.01% +72,364 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,526 shares; 2024Q4: 109,458 shares; 2025Q1: 102,638 shares; 2025Q2: 76,453 shares 76,453 $3.46M 0.01% -26,185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,881 shares; 2024Q4: 138,623 shares; 2025Q1: 139,052 shares; 2025Q2: 130,625 shares 130,625 $3.46M 0.01% -8,427 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,925 shares; 2024Q4: 41,395 shares; 2025Q1: 44,148 shares; 2025Q2: 49,789 shares 49,789 $3.45M 0.01% +5,641 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,054 shares; 2024Q4: 137,723 shares; 2025Q1: 129,363 shares; 2025Q2: 119,892 shares 119,892 $3.45M 0.01% -9,471 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,919 shares; 2024Q4: 17,247 shares; 2025Q1: 33,766 shares; 2025Q2: 33,461 shares 33,461 $3.44M 0.01% -305 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,459 shares; 2024Q4: 65,336 shares; 2025Q1: 66,023 shares; 2025Q2: 77,871 shares 77,871 $3.43M 0.01% +11,848 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,735 shares; 2024Q4: 23,701 shares; 2025Q1: 56,404 shares; 2025Q2: 50,997 shares 50,997 $3.42M 0.01% -5,407 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,959 shares; 2024Q4: 167,306 shares; 2025Q1: 163,122 shares; 2025Q2: 164,508 shares 164,508 $3.41M 0.01% +1,386 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,747 shares; 2024Q4: 146,559 shares; 2025Q1: 196,868 shares; 2025Q2: 161,510 shares 161,510 $3.4M 0.01% -35,358 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,550 shares; 2024Q4: 41,583 shares; 2025Q1: 38,742 shares; 2025Q2: 33,795 shares 33,795 $3.4M 0.01% -4,947 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 17,345 shares; 2025Q1: 25,195 shares; 2025Q2: 70,408 shares 70,408 $3.4M 0.01% +45,213 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 21,959 shares; 2025Q1: 19,371 shares; 2025Q2: 32,223 shares 32,223 $3.38M 0.01% +12,852 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,941 shares; 2024Q4: 69,463 shares; 2025Q1: 75,012 shares; 2025Q2: 102,055 shares 102,055 $3.37M 0.01% +27,043 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,662 shares; 2024Q4: 83,344 shares; 2025Q1: 82,852 shares; 2025Q2: 82,877 shares 82,877 $3.35M 0.01% +25 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,270 shares; 2024Q4: 30,910 shares; 2025Q1: 30,224 shares; 2025Q2: 36,484 shares 36,484 $3.34M 0.01% +6,260 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 4,743 shares; 2025Q1: 6,448 shares; 2025Q2: 8,171 shares 8,171 $3.34M 0.01% +1,723 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,730 shares; 2024Q4: 61,675 shares; 2025Q1: 57,792 shares; 2025Q2: 59,622 shares 59,622 $3.32M 0.01% +1,830 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,796 shares; 2024Q4: 26,645 shares; 2025Q1: 30,454 shares; 2025Q2: 32,835 shares 32,835 $3.31M 0.01% +2,381 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,957 shares; 2024Q4: 26,902 shares; 2025Q1: 30,145 shares; 2025Q2: 31,729 shares 31,729 $3.31M 0.01% +1,584 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,633 shares; 2024Q4: 22,452 shares; 2025Q1: 26,016 shares; 2025Q2: 21,373 shares 21,373 $3.29M 0.01% -4,643 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,640 shares; 2024Q4: 41,677 shares; 2025Q1: 37,388 shares; 2025Q2: 34,949 shares 34,949 $3.28M 0.01% -2,439 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,410 shares; 2024Q4: 47,680 shares; 2025Q1: 41,569 shares; 2025Q2: 38,621 shares 38,621 $3.28M 0.01% -2,948 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,543 shares; 2024Q4: 113,377 shares; 2025Q1: 103,802 shares; 2025Q2: 92,825 shares 92,825 $3.27M 0.01% -10,977 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,844 shares; 2024Q4: 80,522 shares; 2025Q1: 76,648 shares; 2025Q2: 85,080 shares 85,080 $3.27M 0.01% +8,432 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,131 shares; 2024Q4: 162,356 shares; 2025Q1: 165,026 shares; 2025Q2: 166,055 shares 166,055 $3.26M 0.01% +1,029 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,828 shares; 2024Q4: 49,452 shares; 2025Q1: 56,165 shares; 2025Q2: 60,593 shares 60,593 $3.25M 0.01% +4,428 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,146 shares; 2024Q4: 77,564 shares; 2025Q1: 75,434 shares; 2025Q2: 74,446 shares 74,446 $3.25M 0.01% -988 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 19,480 shares; 2025Q1: 26,995 shares; 2025Q2: 24,499 shares 24,499 $3.24M 0.01% -2,496 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,584 shares; 2024Q4: 67,272 shares; 2025Q1: 94,543 shares; 2025Q2: 94,543 shares 94,543 $3.24M 0.01% 0 Timeline FAAR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,648 shares; 2024Q4: 143,131 shares; 2025Q1: 129,482 shares; 2025Q2: 116,401 shares 116,401 $3.23M 0.01% -13,081 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 11,132 shares; 2025Q1: 15,647 shares; 2025Q2: 38,914 shares 38,914 $3.22M 0.01% +23,267 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,190 shares; 2024Q4: 57,637 shares; 2025Q1: 55,158 shares; 2025Q2: 60,902 shares 60,902 $3.21M 0.01% +5,744 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,561 shares; 2024Q4: 52,934 shares; 2025Q1: 57,209 shares; 2025Q2: 45,368 shares 45,368 $3.21M 0.01% -11,841 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,054 shares; 2024Q4: 13,579 shares; 2025Q1: 18,007 shares; 2025Q2: 18,988 shares 18,988 $3.2M 0.01% +981 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,112 shares; 2024Q4: 68,706 shares; 2025Q1: 44,385 shares; 2025Q2: 55,385 shares 55,385 $3.19M 0.01% +11,000 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,539 shares; 2025Q1: 10,384 shares; 2025Q2: 11,323 shares 11,323 $3.18M 0.01% +939 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,531 shares; 2024Q4: 15,542 shares; 2025Q1: 15,461 shares; 2025Q2: 16,012 shares 16,012 $3.18M 0.01% +551 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,554 shares; 2024Q4: 35,165 shares; 2025Q1: 42,759 shares; 2025Q2: 41,830 shares 41,830 $3.17M 0.01% -929 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,499 shares; 2024Q4: 38,035 shares; 2025Q1: 26,786 shares; 2025Q2: 33,342 shares 33,342 $3.17M 0.01% +6,556 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,944 shares; 2024Q4: 74,019 shares; 2025Q1: 69,327 shares; 2025Q2: 91,688 shares 91,688 $3.16M 0.01% +22,361 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,060 shares; 2025Q1: 96,256 shares; 2025Q2: 133,242 shares 133,242 $3.16M 0.01% +36,986 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 7,946 shares; 2025Q1: 9,037 shares; 2025Q2: 9,652 shares 9,652 $3.15M 0.01% +615 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,233 shares; 2024Q4: 60,421 shares; 2025Q1: 59,004 shares; 2025Q2: 74,025 shares 74,025 $3.14M 0.01% +15,021 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 62,731 shares; 2025Q1: 68,061 shares; 2025Q2: 91,095 shares 91,095 $3.14M 0.01% +23,034 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,853 shares; 2024Q4: 14,226 shares; 2025Q1: 11,605 shares; 2025Q2: 13,064 shares 13,064 $3.14M 0.01% +1,459 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,345 shares; 2024Q4: 84,784 shares; 2025Q1: 99,103 shares; 2025Q2: 84,562 shares 84,562 $3.13M 0.01% -14,541 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,865 shares; 2024Q4: 9,497 shares; 2025Q1: 6,766 shares; 2025Q2: 10,861 shares 10,861 $3.13M 0.01% +4,095 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,985 shares; 2024Q4: 144,514 shares; 2025Q1: 144,533 shares; 2025Q2: 143,255 shares 143,255 $3.13M 0.01% -1,278 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,430 shares; 2024Q4: 55,457 shares; 2025Q1: 63,817 shares; 2025Q2: 70,746 shares 70,746 $3.12M 0.01% +6,929 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 14,452 shares; 2025Q1: 17,457 shares; 2025Q2: 17,299 shares 17,299 $3.11M 0.01% -158 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,131 shares; 2024Q4: 21,385 shares; 2025Q1: 21,924 shares; 2025Q2: 24,385 shares 24,385 $3.09M 0.01% +2,461 Timeline JSCP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 67,677 shares; 2025Q1: 65,142 shares; 2025Q2: 64,632 shares 64,632 $3.07M 0.01% -510 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,629 shares; 2025Q1: 4,532 shares; 2025Q2: 5,953 shares 5,953 $3.05M 0.01% +1,421 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,929 shares; 2024Q4: 182,902 shares; 2025Q1: 201,488 shares; 2025Q2: 222,471 shares 222,471 $3.04M 0.01% +20,983 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,052 shares; 2024Q4: 68,441 shares; 2025Q1: 69,418 shares; 2025Q2: 66,474 shares 66,474 $3.04M 0.01% -2,944 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,505 shares; 2024Q4: 26,515 shares; 2025Q1: 30,795 shares; 2025Q2: 34,614 shares 34,614 $3.04M 0.01% +3,819 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,422 shares; 2024Q4: 36,682 shares; 2025Q1: 33,028 shares; 2025Q2: 38,944 shares 38,944 $3.04M 0.01% +5,916 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,714 shares; 2024Q4: 31,795 shares; 2025Q1: 27,190 shares; 2025Q2: 33,258 shares 33,258 $3.03M 0.01% +6,068 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,995 shares; 2024Q4: 45,103 shares; 2025Q1: 65,392 shares; 2025Q2: 55,838 shares 55,838 $3.03M 0.01% -9,554 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,748 shares; 2024Q4: 68,050 shares; 2025Q1: 68,175 shares; 2025Q2: 68,967 shares 68,967 $3.02M 0.01% +792 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 8,320 shares; 2025Q1: 8,403 shares; 2025Q2: 9,596 shares 9,596 $3.01M 0.01% +1,193 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,220 shares; 2025Q1: 2,021 shares; 2025Q2: 1,981 shares 1,981 $3.01M 0.01% -40 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,452 shares; 2024Q4: 36,957 shares; 2025Q1: 44,812 shares; 2025Q2: 47,249 shares 47,249 $3.01M 0.01% +2,437 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,824 shares; 2024Q4: 26,082 shares; 2025Q1: 42,284 shares; 2025Q2: 39,560 shares 39,560 $3M 0.01% -2,724 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,923 shares; 2024Q4: 55,964 shares; 2025Q1: 65,543 shares; 2025Q2: 71,005 shares 71,005 $2.98M 0.01% +5,462 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 10,461 shares; 2025Q1: 59,695 shares; 2025Q2: 62,354 shares 62,354 $2.96M 0.01% +2,659 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,254 shares; 2024Q4: 11,384 shares; 2025Q1: 11,659 shares; 2025Q2: 12,561 shares 12,561 $2.96M 0.01% +902 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,383 shares; 2024Q4: 48,766 shares; 2025Q1: 49,409 shares; 2025Q2: 45,122 shares 45,122 $2.95M 0.01% -4,287 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,482 shares; 2024Q4: 94,652 shares; 2025Q1: 93,339 shares; 2025Q2: 97,349 shares 97,349 $2.93M 0.01% +4,010 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 574 shares; 2025Q1: 316 shares; 2025Q2: 395 shares 395 $2.92M 0.01% +79 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,600 shares; 2025Q1: 3,194 shares; 2025Q2: 5,436 shares 5,436 $2.92M 0.01% +2,242 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 19,878 shares; 2025Q1: 19,135 shares; 2025Q2: 20,237 shares 20,237 $2.91M 0.01% +1,102 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,537 shares; 2024Q4: 33,155 shares; 2025Q1: 33,093 shares; 2025Q2: 32,942 shares 32,942 $2.91M 0.01% -151 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 8,204 shares; 2025Q1: 8,555 shares; 2025Q2: 13,332 shares 13,332 $2.91M 0.01% +4,777 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,742 shares; 2024Q4: 31,879 shares; 2025Q1: 32,105 shares; 2025Q2: 32,368 shares 32,368 $2.9M 0.01% +263 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,051 shares; 2024Q4: 28,152 shares; 2025Q1: 29,574 shares; 2025Q2: 33,235 shares 33,235 $2.9M 0.01% +3,661 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,808 shares; 2024Q4: 31,506 shares; 2025Q1: 31,040 shares; 2025Q2: 30,245 shares 30,245 $2.9M 0.01% -795 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,145 shares; 2024Q4: 73,655 shares; 2025Q1: 74,471 shares; 2025Q2: 78,980 shares 78,980 $2.88M 0.01% +4,509 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,635 shares; 2024Q4: 143,441 shares; 2025Q1: 141,984 shares; 2025Q2: 208,921 shares 208,921 $2.87M 0.01% +66,937 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,411 shares; 2024Q4: 92,244 shares; 2025Q1: 121,209 shares; 2025Q2: 139,936 shares 139,936 $2.86M 0.01% +18,727 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,910 shares; 2025Q1: 6,556 shares; 2025Q2: 8,624 shares 8,624 $2.86M 0.01% +2,068 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,807 shares; 2024Q4: 40,938 shares; 2025Q1: 39,687 shares; 2025Q2: 39,677 shares 39,677 $2.85M 0.01% -10 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,383 shares; 2024Q4: 92,888 shares; 2025Q1: 98,216 shares; 2025Q2: 99,492 shares 99,492 $2.85M 0.01% +1,276 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,752 shares; 2024Q4: 126,524 shares; 2025Q1: 121,759 shares; 2025Q2: 107,831 shares 107,831 $2.84M 0.01% -13,928 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 12,987 shares; 2025Q1: 13,846 shares; 2025Q2: 14,002 shares 14,002 $2.84M 0.01% +156 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,970 shares; 2024Q4: 44,015 shares; 2025Q1: 14,719 shares; 2025Q2: 14,623 shares 14,623 $2.83M 0.01% -96 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 9,639 shares; 2025Q1: 11,731 shares; 2025Q2: 11,924 shares 11,924 $2.83M 0.01% +193 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 6,061 shares; 2025Q1: 6,625 shares; 2025Q2: 10,405 shares 10,405 $2.81M 0.01% +3,780 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 7,424 shares; 2025Q1: 11,362 shares; 2025Q2: 17,138 shares 17,138 $2.81M 0.01% +5,776 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,238 shares; 2024Q4: 70,395 shares; 2025Q1: 74,995 shares; 2025Q2: 85,395 shares 85,395 $2.81M 0.01% +10,400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 13,105 shares; 2025Q1: 13,798 shares; 2025Q2: 17,574 shares 17,574 $2.81M 0.01% +3,776 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 6,194 shares; 2025Q1: 8,226 shares; 2025Q2: 14,201 shares 14,201 $2.8M 0.01% +5,975 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,402 shares; 2025Q1: 20,141 shares; 2025Q2: 23,960 shares 23,960 $2.8M 0.01% +3,819 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,727 shares; 2024Q4: 94,143 shares; 2025Q1: 93,127 shares; 2025Q2: 94,264 shares 94,264 $2.8M 0.01% +1,137 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,379 shares; 2024Q4: 16,961 shares; 2025Q1: 44,134 shares; 2025Q2: 65,099 shares 65,099 $2.79M 0.01% +20,965 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,341 shares; 2024Q4: 47,822 shares; 2025Q1: 43,338 shares; 2025Q2: 43,564 shares 43,564 $2.79M 0.01% +226 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,248 shares; 2024Q4: 179,092 shares; 2025Q1: 170,374 shares; 2025Q2: 173,302 shares 173,302 $2.79M 0.01% +2,928 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,363 shares; 2024Q4: 296,953 shares; 2025Q1: 266,660 shares; 2025Q2: 269,036 shares 269,036 $2.79M 0.01% +2,376 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: 17,685 shares; 2025Q1: 18,119 shares; 2025Q2: 18,729 shares 18,729 $2.79M 0.01% +610 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,417 shares; 2024Q4: 123,290 shares; 2025Q1: 84,927 shares; 2025Q2: 87,211 shares 87,211 $2.79M 0.01% +2,284 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 21,635 shares; 2025Q1: 23,037 shares; 2025Q2: 19,851 shares 19,851 $2.78M 0.01% -3,186 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,799 shares; 2024Q4: 13,355 shares; 2025Q1: 14,293 shares; 2025Q2: 14,796 shares 14,796 $2.76M 0.01% +503 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 6,607 shares; 2025Q1: 6,063 shares; 2025Q2: 6,754 shares 6,754 $2.75M 0.01% +691 CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,374 shares; 2024Q4: 34,688 shares; 2025Q1: 30,620 shares; 2025Q2: 33,121 shares 33,121 $2.74M 0.01% +2,501 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,714 shares; 2024Q4: 71,846 shares; 2025Q1: 75,917 shares; 2025Q2: 68,746 shares 68,746 $2.74M 0.01% -7,171 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,572 shares; 2024Q4: 123,728 shares; 2025Q1: 119,153 shares; 2025Q2: 116,345 shares 116,345 $2.74M 0.01% -2,808 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,555 shares; 2024Q4: 54,936 shares; 2025Q1: 67,981 shares; 2025Q2: 81,796 shares 81,796 $2.74M 0.01% +13,815 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,210 shares; 2025Q1: 6,214 shares; 2025Q2: 6,501 shares 6,501 $2.73M 0.01% +287 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,166 shares; 2024Q4: 55,227 shares; 2025Q1: 42,619 shares; 2025Q2: 42,678 shares 42,678 $2.73M 0.01% +59 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,771 shares; 2024Q4: 49,770 shares; 2025Q1: 49,742 shares; 2025Q2: 52,913 shares 52,913 $2.72M 0.01% +3,171 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,612 shares; 2024Q4: 68,030 shares; 2025Q1: 349,984 shares; 2025Q2: 327,823 shares 327,823 $2.72M 0.01% -22,161 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,538 shares; 2024Q4: 51,566 shares; 2025Q1: 54,780 shares; 2025Q2: 58,749 shares 58,749 $2.72M 0.01% +3,969 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,013 shares; 2024Q4: 126,206 shares; 2025Q1: 113,653 shares; 2025Q2: 113,386 shares 113,386 $2.71M 0.01% -267 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 20,885 shares; 2025Q1: 21,607 shares; 2025Q2: 23,839 shares 23,839 $2.71M 0.01% +2,232 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,947 shares; 2024Q4: 83,994 shares; 2025Q1: 120,252 shares; 2025Q2: 144,224 shares 144,224 $2.7M 0.01% +23,972 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,529 shares; 2024Q4: 26,131 shares; 2025Q1: 29,284 shares; 2025Q2: 35,178 shares 35,178 $2.69M 0.01% +5,894 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 6,731 shares; 2025Q1: 6,674 shares; 2025Q2: 26,001 shares 26,001 $2.68M 0.01% +19,327 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 43,198 shares; 2025Q1: 90,372 shares; 2025Q2: 88,574 shares 88,574 $2.67M 0.01% -1,798 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,876 shares; 2024Q4: 30,607 shares; 2025Q1: 33,700 shares; 2025Q2: 33,654 shares 33,654 $2.67M 0.01% -46 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,040 shares; 2024Q4: 36,344 shares; 2025Q1: 42,619 shares; 2025Q2: 34,286 shares 34,286 $2.65M 0.01% -8,333 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,926 shares; 2024Q4: 23,081 shares; 2025Q1: 23,645 shares; 2025Q2: 23,619 shares 23,619 $2.65M 0.01% -26 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,657 shares; 2024Q4: 111,552 shares; 2025Q1: 106,982 shares; 2025Q2: 107,826 shares 107,826 $2.64M 0.01% +844 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: 18,341 shares; 2025Q1: 20,112 shares; 2025Q2: 20,500 shares 20,500 $2.64M 0.01% +388 Timeline GJUN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,819 shares; 2024Q4: 43,982 shares; 2025Q1: 43,982 shares; 2025Q2: 69,644 shares 69,644 $2.62M 0.01% +25,662 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,343 shares; 2024Q4: 29,355 shares; 2025Q1: 28,882 shares; 2025Q2: 25,208 shares 25,208 $2.62M 0.01% -3,674 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,281 shares; 2024Q4: 41,113 shares; 2025Q1: 39,437 shares; 2025Q2: 42,627 shares 42,627 $2.61M 0.01% +3,190 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,081 shares; 2024Q4: 49,951 shares; 2025Q1: 62,974 shares; 2025Q2: 59,911 shares 59,911 $2.6M 0.01% -3,063 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,676 shares; 2025Q1: 44,324 shares; 2025Q2: 48,800 shares 48,800 $2.6M 0.01% +4,476 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,735 shares; 2024Q4: 115,824 shares; 2025Q1: 103,021 shares; 2025Q2: 127,143 shares 127,143 $2.6M 0.01% +24,122 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,615 shares; 2024Q4: 123,776 shares; 2025Q1: 132,515 shares; 2025Q2: 129,017 shares 129,017 $2.6M 0.01% -3,498 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,233 shares; 2024Q4: 23,534 shares; 2025Q1: 24,122 shares; 2025Q2: 26,986 shares 26,986 $2.59M 0.01% +2,864 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,683 shares; 2024Q4: 22,048 shares; 2025Q1: 19,405 shares; 2025Q2: 47,898 shares 47,898 $2.58M 0.01% +28,493 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,315 shares; 2025Q1: 76,345 shares; 2025Q2: 75,588 shares 75,588 $2.57M 0.01% -757 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 10,511 shares; 2025Q1: 7,346 shares; 2025Q2: 11,572 shares 11,572 $2.56M 0.01% +4,226 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,033 shares; 2024Q4: 29,862 shares; 2025Q1: 34,575 shares; 2025Q2: 49,094 shares 49,094 $2.55M 0.01% +14,519 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,401 shares; 2024Q4: 34,662 shares; 2025Q1: 35,514 shares; 2025Q2: 38,907 shares 38,907 $2.55M 0.01% +3,393 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,772 shares; 2024Q4: 20,812 shares; 2025Q1: 33,856 shares; 2025Q2: 49,320 shares 49,320 $2.54M 0.01% +15,464 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,323 shares; 2025Q1: 4,068 shares; 2025Q2: 7,232 shares 7,232 $2.53M 0.01% +3,164 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,771 shares; 2025Q2: 92,504 shares 92,504 $2.53M 0.01% -11,267 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,493 shares; 2024Q4: 41,875 shares; 2025Q1: 42,907 shares; 2025Q2: 50,765 shares 50,765 $2.53M 0.01% +7,858 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 6,234 shares; 2025Q1: 14,055 shares; 2025Q2: 13,987 shares 13,987 $2.52M 0.01% -68 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,218 shares; 2024Q4: 38,308 shares; 2025Q1: 49,982 shares; 2025Q2: 50,470 shares 50,470 $2.52M 0.01% +488 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,602 shares; 2024Q4: 47,602 shares; 2025Q1: 47,980 shares; 2025Q2: 47,958 shares 47,958 $2.51M 0.01% -22 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,355 shares; 2025Q2: 50,655 shares 50,655 $2.51M 0.01% +300 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,376 shares; 2024Q4: 34,956 shares; 2025Q1: 32,419 shares; 2025Q2: 31,577 shares 31,577 $2.51M 0.01% -842 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,351 shares; 2024Q4: 25,322 shares; 2025Q1: 25,936 shares; 2025Q2: 27,476 shares 27,476 $2.5M 0.01% +1,540 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 17,339 shares; 2025Q1: 19,314 shares; 2025Q2: 18,890 shares 18,890 $2.5M 0.01% -424 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,903 shares; 2025Q2: 34,781 shares 34,781 $2.49M 0.01% -122 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,796 shares; 2024Q4: 38,113 shares; 2025Q1: 71,695 shares; 2025Q2: 73,345 shares 73,345 $2.49M 0.01% +1,650 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 9,999 shares; 2025Q1: 8,067 shares; 2025Q2: 7,959 shares 7,959 $2.48M 0.01% -108 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 4,702 shares; 2025Q1: 4,885 shares; 2025Q2: 6,213 shares 6,213 $2.46M 0.01% +1,328 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,930 shares; 2024Q4: 35,091 shares; 2025Q1: 36,768 shares; 2025Q2: 47,452 shares 47,452 $2.46M 0.01% +10,684 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 9,611 shares; 2025Q1: 18,565 shares; 2025Q2: 23,618 shares 23,618 $2.45M 0.01% +5,053 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,044 shares; 2024Q4: 15,607 shares; 2025Q1: 15,792 shares; 2025Q2: 13,902 shares 13,902 $2.44M 0.01% -1,890 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,615 shares; 2024Q4: 87,296 shares; 2025Q1: 83,121 shares; 2025Q2: 91,055 shares 91,055 $2.44M 0.01% +7,934 ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,255 shares; 2025Q1: 3,646 shares; 2025Q2: 5,204 shares 5,204 $2.43M 0.01% +1,558 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,008 shares; 2024Q4: 60,158 shares; 2025Q1: 57,101 shares; 2025Q2: 56,286 shares 56,286 $2.43M 0.01% -815 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 4,092 shares; 2025Q1: 6,403 shares; 2025Q2: 21,287 shares 21,287 $2.43M 0.01% +14,884 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,554 shares; 2025Q2: 96,306 shares 96,306 $2.43M 0.01% -3,248 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,353 shares; 2024Q4: 36,214 shares; 2025Q1: 34,762 shares; 2025Q2: 32,761 shares 32,761 $2.43M 0.01% -2,001 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,434 shares; 2024Q4: 49,817 shares; 2025Q1: 74,392 shares; 2025Q2: 118,647 shares 118,647 $2.42M 0.01% +44,255 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,291 shares; 2024Q4: 30,233 shares; 2025Q1: 28,604 shares; 2025Q2: 29,729 shares 29,729 $2.39M 0.01% +1,125 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,999 shares; 2024Q4: 42,259 shares; 2025Q1: 36,273 shares; 2025Q2: 47,262 shares 47,262 $2.39M 0.01% +10,989 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,383 shares; 2025Q2: 51,048 shares 51,048 $2.38M 0.01% +665 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 3,547 shares; 2025Q1: 4,564 shares; 2025Q2: 7,052 shares 7,052 $2.37M 0.01% +2,488 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,077 shares; 2024Q4: 17,682 shares; 2025Q1: 23,525 shares; 2025Q2: 25,706 shares 25,706 $2.37M 0.01% +2,181 WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269 shares; 2024Q4: 8,096 shares; 2025Q1: 16,357 shares; 2025Q2: 12,774 shares 12,774 $2.37M 0.01% -3,583 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,486 shares; 2024Q4: 52,787 shares; 2025Q1: 16,081 shares; 2025Q2: 18,695 shares 18,695 $2.37M 0.01% +2,614 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,317 shares; 2024Q4: 19,737 shares; 2025Q1: 23,894 shares; 2025Q2: 25,480 shares 25,480 $2.36M 0.01% +1,586 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 11,190 shares; 2025Q1: 12,221 shares; 2025Q2: 17,563 shares 17,563 $2.36M 0.01% +5,342 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 54,933 shares; 2025Q1: 60,895 shares; 2025Q2: 76,140 shares 76,140 $2.35M 0.01% +15,245 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 20,166 shares; 2025Q1: 28,819 shares; 2025Q2: 34,467 shares 34,467 $2.35M 0.01% +5,648 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,887 shares; 2024Q4: 80,222 shares; 2025Q1: 80,228 shares; 2025Q2: 78,522 shares 78,522 $2.34M 0.01% -1,706 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: 6,481 shares; 2025Q1: 8,371 shares; 2025Q2: 11,293 shares 11,293 $2.34M 0.01% +2,922 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 10,425 shares; 2025Q1: 9,221 shares; 2025Q2: 8,302 shares 8,302 $2.33M 0.01% -919 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 10,049 shares; 2025Q1: 14,062 shares; 2025Q2: 24,349 shares 24,349 $2.32M 0.01% +10,287 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 15,571 shares; 2025Q1: 17,455 shares; 2025Q2: 25,980 shares 25,980 $2.32M 0.01% +8,525 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,161 shares; 2024Q4: 63,019 shares; 2025Q1: 61,952 shares; 2025Q2: 71,481 shares 71,481 $2.32M 0.01% +9,529 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,139 shares; 2024Q4: 72,920 shares; 2025Q1: 75,848 shares; 2025Q2: 75,869 shares 75,869 $2.32M 0.01% +21 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,230 shares; 2024Q4: 15,096 shares; 2025Q1: 16,320 shares; 2025Q2: 21,281 shares 21,281 $2.32M 0.01% +4,961 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,435 shares; 2024Q4: 60,176 shares; 2025Q1: 65,241 shares; 2025Q2: 69,084 shares 69,084 $2.31M 0.01% +3,843 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,167 shares; 2024Q4: 34,641 shares; 2025Q1: 30,514 shares; 2025Q2: 29,074 shares 29,074 $2.31M 0.01% -1,440 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,762 shares; 2025Q1: 5,985 shares; 2025Q2: 10,167 shares 10,167 $2.31M 0.01% +4,182 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,188 shares; 2024Q4: 69,232 shares; 2025Q1: 65,543 shares; 2025Q2: 76,824 shares 76,824 $2.3M 0.01% +11,281 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 4,042 shares; 2025Q1: 3,905 shares; 2025Q2: 4,510 shares 4,510 $2.3M 0.01% +605 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,523 shares; 2024Q4: 13,226 shares; 2025Q1: 12,440 shares; 2025Q2: 10,795 shares 10,795 $2.3M 0.01% -1,645 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 16,603 shares; 2025Q1: 28,234 shares; 2025Q2: 29,531 shares 29,531 $2.27M 0.01% +1,297 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,913 shares; 2024Q4: 11,215 shares; 2025Q1: 12,122 shares; 2025Q2: 13,701 shares 13,701 $2.27M 0.01% +1,579 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,040 shares; 2024Q4: 55,583 shares; 2025Q1: 105,281 shares; 2025Q2: 135,931 shares 135,931 $2.27M 0.01% +30,650 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,101 shares; 2024Q4: 30,259 shares; 2025Q1: 44,115 shares; 2025Q2: 56,164 shares 56,164 $2.26M 0.01% +12,049 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,689 shares; 2024Q4: 7,737 shares; 2025Q1: 10,772 shares; 2025Q2: 13,279 shares 13,279 $2.24M 0.01% +2,507 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,325 shares; 2024Q4: 61,876 shares; 2025Q1: 42,238 shares; 2025Q2: 41,789 shares 41,789 $2.24M <0.01% -449 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 4,901 shares; 2025Q1: 4,804 shares; 2025Q2: 5,006 shares 5,006 $2.24M <0.01% +202 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,099 shares; 2024Q4: 16,194 shares; 2025Q1: 14,352 shares; 2025Q2: 13,043 shares 13,043 $2.23M <0.01% -1,309 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 17,351 shares; 2025Q1: 19,771 shares; 2025Q2: 20,903 shares 20,903 $2.22M <0.01% +1,132 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 14,036 shares; 2025Q1: 9,612 shares; 2025Q2: 9,871 shares 9,871 $2.21M <0.01% +259 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,451 shares; 2025Q1: 6,729 shares; 2025Q2: 7,693 shares 7,693 $2.21M <0.01% +964 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,078 shares; 2024Q4: 33,996 shares; 2025Q1: 40,077 shares; 2025Q2: 53,830 shares 53,830 $2.21M <0.01% +13,753 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,100 shares; 2024Q4: 93,743 shares; 2025Q1: 95,704 shares; 2025Q2: 32,457 shares 32,457 $2.18M <0.01% -63,247 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 14,307 shares; 2025Q1: 22,585 shares; 2025Q2: 39,402 shares 39,402 $2.17M <0.01% +16,817 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,935 shares; 2024Q4: 30,573 shares; 2025Q1: 33,012 shares; 2025Q2: 48,818 shares 48,818 $2.16M <0.01% +15,806 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,091 shares; 2024Q4: 34,749 shares; 2025Q1: 32,876 shares; 2025Q2: 26,348 shares 26,348 $2.16M <0.01% -6,528 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,326 shares; 2024Q4: 50,811 shares; 2025Q1: 53,462 shares; 2025Q2: 58,629 shares 58,629 $2.15M <0.01% +5,167 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,927 shares; 2024Q4: 43,547 shares; 2025Q1: 46,115 shares; 2025Q2: 49,985 shares 49,985 $2.15M <0.01% +3,870 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,413 shares; 2024Q4: 69,434 shares; 2025Q1: 43,130 shares; 2025Q2: 67,474 shares 67,474 $2.14M <0.01% +24,344 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 7,735 shares; 2025Q1: 6,939 shares; 2025Q2: 4,361 shares 4,361 $2.14M <0.01% -2,578 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,038 shares; 2024Q4: 51,806 shares; 2025Q1: 50,983 shares; 2025Q2: 42,277 shares 42,277 $2.13M <0.01% -8,706 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,161 shares; 2024Q4: 25,255 shares; 2025Q1: 31,029 shares; 2025Q2: 33,651 shares 33,651 $2.13M <0.01% +2,622 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,468 shares; 2024Q4: 26,996 shares; 2025Q1: 36,034 shares; 2025Q2: 40,720 shares 40,720 $2.12M <0.01% +4,686 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,041 shares; 2025Q1: 6,033 shares; 2025Q2: 6,731 shares 6,731 $2.12M <0.01% +698 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 18,519 shares; 2025Q1: 21,184 shares; 2025Q2: 26,520 shares 26,520 $2.11M <0.01% +5,336 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,654 shares; 2024Q4: 116,009 shares; 2025Q1: 86,487 shares; 2025Q2: 99,549 shares 99,549 $2.11M <0.01% +13,062 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,916 shares; 2025Q1: 10,362 shares; 2025Q2: 11,857 shares 11,857 $2.11M <0.01% +1,495 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,199 shares; 2024Q4: 90,933 shares; 2025Q1: 100,390 shares; 2025Q2: 81,817 shares 81,817 $2.11M <0.01% -18,573 Timeline PIMCO MUN INCOME FD PIMCO MUN INCOME FD More: the full row for PIMCO MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,128 shares; 2024Q4: 264,584 shares; 2025Q1: 262,826 shares; 2025Q2: 263,549 shares 263,549 $2.1M <0.01% +723 WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,356 shares; 2024Q4: 53,328 shares; 2025Q1: 53,346 shares; 2025Q2: 54,278 shares 54,278 $2.1M <0.01% +932 Timeline MARM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,781 shares; 2024Q4: 68,281 shares; 2025Q1: 64,877 shares; 2025Q2: 64,877 shares 64,877 $2.08M <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,638 shares; 2024Q4: 49,638 shares; 2025Q1: 49,638 shares; 2025Q2: 55,038 shares 55,038 $2.08M <0.01% +5,400 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 62,874 shares; 2025Q1: 70,508 shares; 2025Q2: 77,895 shares 77,895 $2.08M <0.01% +7,387 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,366 shares; 2024Q4: 21,072 shares; 2025Q1: 23,946 shares; 2025Q2: 23,141 shares 23,141 $2.06M <0.01% -805 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,276 shares; 2024Q4: 49,490 shares; 2025Q1: 71,320 shares; 2025Q2: 94,055 shares 94,055 $2.06M <0.01% +22,735 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,124 shares; 2024Q4: 24,811 shares; 2025Q1: 24,818 shares; 2025Q2: 24,693 shares 24,693 $2.06M <0.01% -125 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,061 shares; 2024Q4: 24,953 shares; 2025Q1: 24,701 shares; 2025Q2: 25,512 shares 25,512 $2.04M <0.01% +811 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 3,276 shares; 2025Q1: 11,209 shares; 2025Q2: 15,903 shares 15,903 $2.03M <0.01% +4,694 Timeline BOTJ BANK OF THE JAMES FINL GP IN More: the full row for BANK OF THE JAMES FINL GP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,633 shares; 2024Q4: 144,684 shares; 2025Q1: 143,477 shares; 2025Q2: 143,477 shares 143,477 $2.02M <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,851 shares; 2024Q4: 17,975 shares; 2025Q1: 57,956 shares; 2025Q2: 35,938 shares 35,938 $2.01M <0.01% -22,018 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,439 shares 14,439 $2.01M <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,287 shares; 2024Q4: 41,330 shares; 2025Q1: 36,909 shares; 2025Q2: 42,747 shares 42,747 $2M <0.01% +5,838 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 7,885 shares; 2025Q1: 9,279 shares; 2025Q2: 12,440 shares 12,440 $2M <0.01% +3,161 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,348 shares; 2024Q4: 76,482 shares; 2025Q1: 79,870 shares; 2025Q2: 104,975 shares 104,975 $1.99M <0.01% +25,105 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 4,091 shares; 2025Q1: 5,486 shares; 2025Q2: 5,626 shares 5,626 $1.98M <0.01% +140 FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,023 shares; 2024Q4: 15,876 shares; 2025Q1: 16,213 shares; 2025Q2: 17,671 shares 17,671 $1.98M <0.01% +1,458 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 5,861 shares; 2025Q1: 11,699 shares; 2025Q2: 13,701 shares 13,701 $1.97M <0.01% +2,002 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 7,559 shares; 2025Q1: 9,922 shares; 2025Q2: 13,907 shares 13,907 $1.97M <0.01% +3,985 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,434 shares; 2024Q4: 19,928 shares; 2025Q1: 19,096 shares; 2025Q2: 22,949 shares 22,949 $1.97M <0.01% +3,853 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 13,853 shares; 2025Q1: 20,633 shares; 2025Q2: 27,146 shares 27,146 $1.97M <0.01% +6,513 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,030 shares; 2024Q4: 7,847 shares; 2025Q1: 7,417 shares; 2025Q2: 11,753 shares 11,753 $1.97M <0.01% +4,336 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 12,199 shares; 2025Q1: 10,578 shares; 2025Q2: 10,101 shares 10,101 $1.97M <0.01% -477 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,162 shares; 2024Q4: 16,157 shares; 2025Q1: 16,200 shares; 2025Q2: 16,242 shares 16,242 $1.97M <0.01% +42 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,588 shares; 2025Q1: 2,593 shares; 2025Q2: 5,778 shares 5,778 $1.96M <0.01% +3,185 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 29,112 shares; 2025Q1: 42,053 shares; 2025Q2: 124,327 shares 124,327 $1.96M <0.01% +82,274 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,856 shares; 2025Q1: 8,366 shares; 2025Q2: 8,196 shares 8,196 $1.96M <0.01% -170 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 5,543 shares; 2025Q1: 4,971 shares; 2025Q2: 5,082 shares 5,082 $1.96M <0.01% +111 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,644 shares; 2024Q4: 13,202 shares; 2025Q1: 14,517 shares; 2025Q2: 17,236 shares 17,236 $1.95M <0.01% +2,719 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,406 shares; 2024Q4: 50,169 shares; 2025Q1: 59,712 shares; 2025Q2: 54,402 shares 54,402 $1.95M <0.01% -5,310 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,083 shares; 2024Q4: 44,209 shares; 2025Q1: 43,292 shares; 2025Q2: 45,782 shares 45,782 $1.94M <0.01% +2,490 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,329 shares; 2024Q4: 23,986 shares; 2025Q1: 33,543 shares; 2025Q2: 34,987 shares 34,987 $1.93M <0.01% +1,444 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 6,738 shares; 2025Q1: 7,605 shares; 2025Q2: 8,227 shares 8,227 $1.93M <0.01% +622 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: not reported; 2025Q1: 15,167 shares; 2025Q2: 16,745 shares 16,745 $1.93M <0.01% +1,578 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 2,946 shares; 2025Q1: 21,040 shares; 2025Q2: 21,470 shares 21,470 $1.93M <0.01% +430 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,810 shares; 2024Q4: 51,161 shares; 2025Q1: 39,090 shares; 2025Q2: 39,846 shares 39,846 $1.92M <0.01% +756 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 13,181 shares; 2025Q1: 8,994 shares; 2025Q2: 10,109 shares 10,109 $1.91M <0.01% +1,115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 27,894 shares; 2025Q1: 30,970 shares; 2025Q2: 30,777 shares 30,777 $1.91M <0.01% -193 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 20,371 shares; 2025Q1: 19,079 shares; 2025Q2: 18,498 shares 18,498 $1.9M <0.01% -581 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,151 shares; 2024Q4: 179,817 shares; 2025Q1: 224,089 shares; 2025Q2: 88,413 shares 88,413 $1.9M <0.01% -135,676 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,942 shares; 2025Q1: 25,831 shares; 2025Q2: 27,472 shares 27,472 $1.9M <0.01% +1,641 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,454 shares; 2024Q4: 48,059 shares; 2025Q1: 45,458 shares; 2025Q2: 45,516 shares 45,516 $1.9M <0.01% +58 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,067 shares; 2024Q4: 46,485 shares; 2025Q1: 51,584 shares; 2025Q2: 57,575 shares 57,575 $1.9M <0.01% +5,991 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 7,317 shares; 2025Q1: 8,083 shares; 2025Q2: 13,587 shares 13,587 $1.89M <0.01% +5,504 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,841 shares; 2024Q4: 64,743 shares; 2025Q1: 57,645 shares; 2025Q2: 44,327 shares 44,327 $1.89M <0.01% -13,318 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 20,096 shares; 2025Q1: 21,561 shares; 2025Q2: 24,969 shares 24,969 $1.89M <0.01% +3,408 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,763 shares; 2024Q4: 74,530 shares; 2025Q1: 90,176 shares; 2025Q2: 112,281 shares 112,281 $1.88M <0.01% +22,105 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,974 shares; 2024Q4: 39,960 shares; 2025Q1: 30,112 shares; 2025Q2: 32,293 shares 32,293 $1.88M <0.01% +2,181 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 10,107 shares; 2025Q1: 17,699 shares; 2025Q2: 19,390 shares 19,390 $1.86M <0.01% +1,691 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 11,846 shares; 2025Q1: 11,910 shares; 2025Q2: 14,961 shares 14,961 $1.86M <0.01% +3,051 Timeline