WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,827 shares; 2024Q4: 104,081 shares; 2025Q1: 57,431 shares; 2025Q2: 50,933 shares 50,933 $11.1M 0.01% -6,498 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,563 shares; 2024Q4: 90,111 shares; 2025Q1: 89,275 shares; 2025Q2: 81,580 shares 81,580 $11.1M 0.01% -7,695 Timeline BIL 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: 53,432 shares; 2024Q4: 63,403 shares; 2025Q1: 60,069 shares; 2025Q2: 120,692 shares 120,692 $11.1M 0.01% +60,623 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,860 shares; 2024Q4: 86,000 shares; 2025Q1: 97,312 shares; 2025Q2: 111,499 shares 111,499 $11.1M 0.01% +14,187 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: 595,491 shares; 2024Q4: 566,519 shares; 2025Q1: 525,480 shares; 2025Q2: 501,240 shares 501,240 $11M 0.01% -24,240 Timeline SUB 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: 199,894 shares; 2024Q4: 97,514 shares; 2025Q1: 95,357 shares; 2025Q2: 102,775 shares 102,775 $10.9M 0.01% +7,418 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: 135,646 shares; 2024Q4: 127,536 shares; 2025Q1: 119,432 shares; 2025Q2: 66,289 shares 66,289 $10.9M 0.01% -53,143 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: 107,583 shares; 2024Q4: 123,501 shares; 2025Q1: 239,580 shares; 2025Q2: 123,047 shares 123,047 $10.9M 0.01% -116,533 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,575 shares; 2024Q4: 47,623 shares; 2025Q1: 45,100 shares; 2025Q2: 43,651 shares 43,651 $10.8M 0.01% -1,449 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: 283,658 shares; 2024Q4: 276,121 shares; 2025Q1: 145,498 shares; 2025Q2: 81,786 shares 81,786 $10.8M 0.01% -63,712 Timeline IVE 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: 162,592 shares; 2024Q4: 105,232 shares; 2025Q1: 219,538 shares; 2025Q2: 55,340 shares 55,340 $10.7M 0.01% -164,198 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,739 shares; 2024Q4: 58,276 shares; 2025Q1: 56,295 shares; 2025Q2: 55,680 shares 55,680 $10.7M 0.01% -615 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,435 shares; 2024Q4: 140,624 shares; 2025Q1: 133,525 shares; 2025Q2: 132,464 shares 132,464 $10.7M 0.01% -1,061 Timeline ESGE 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: 302,213 shares; 2024Q4: 294,656 shares; 2025Q1: 611,584 shares; 2025Q2: 272,469 shares 272,469 $10.7M 0.01% -339,115 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: 129,781 shares; 2024Q4: 127,379 shares; 2025Q1: 120,691 shares; 2025Q2: 122,124 shares 122,124 $10.7M 0.01% +1,433 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,016 shares; 2024Q4: 69,584 shares; 2025Q1: 66,886 shares; 2025Q2: 60,721 shares 60,721 $10.6M 0.01% -6,165 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,890 shares; 2024Q4: 35,349 shares; 2025Q1: 38,835 shares; 2025Q2: 40,722 shares 40,722 $10.4M 0.01% +1,887 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,530 shares; 2024Q4: 245,819 shares; 2025Q1: 226,291 shares; 2025Q2: 229,374 shares 229,374 $10.4M 0.01% +3,083 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,084 shares; 2024Q4: 66,878 shares; 2025Q1: 64,421 shares; 2025Q2: 64,622 shares 64,622 $10.2M 0.01% +201 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: 64,793 shares; 2024Q4: 60,337 shares; 2025Q1: 56,753 shares; 2025Q2: 60,390 shares 60,390 $10.2M 0.01% +3,637 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,751 shares; 2024Q4: 456,175 shares; 2025Q1: 460,893 shares; 2025Q2: 239,717 shares 239,717 $10.1M 0.01% -221,176 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: 147,826 shares; 2024Q4: 143,204 shares; 2025Q1: 141,303 shares; 2025Q2: 305,264 shares 305,264 $10.1M 0.01% +163,961 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,960 shares; 2024Q4: 274,790 shares; 2025Q1: 208,474 shares; 2025Q2: 194,222 shares 194,222 $10.1M 0.01% -14,252 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,675 shares; 2024Q4: 127,675 shares; 2025Q1: 129,355 shares; 2025Q2: 132,930 shares 132,930 $10M 0.01% +3,575 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: 190,152 shares; 2024Q4: 190,154 shares; 2025Q1: 177,841 shares; 2025Q2: 180,929 shares 180,929 $10M 0.01% +3,088 Timeline IAGG 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: 4,515 shares; 2024Q4: 9,211 shares; 2025Q1: 205,056 shares; 2025Q2: 194,878 shares 194,878 $9.96M 0.01% -10,178 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: 17,562 shares; 2024Q4: 18,991 shares; 2025Q1: 31,043 shares; 2025Q2: 31,715 shares 31,715 $9.96M 0.01% +672 Timeline EMXC 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: 224,363 shares; 2024Q4: 210,439 shares; 2025Q1: 307,944 shares; 2025Q2: 155,886 shares 155,886 $9.84M 0.01% -152,058 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: 215,517 shares; 2024Q4: 210,014 shares; 2025Q1: 216,355 shares; 2025Q2: 225,699 shares 225,699 $9.8M 0.01% +9,344 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: 99,546 shares; 2024Q4: 96,734 shares; 2025Q1: 80,678 shares; 2025Q2: 84,841 shares 84,841 $9.79M 0.01% +4,163 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: 72,825 shares; 2024Q4: 68,495 shares; 2025Q1: 68,596 shares; 2025Q2: 60,835 shares 60,835 $9.77M 0.01% -7,761 Timeline XLC 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: 92,961 shares; 2024Q4: 91,355 shares; 2025Q1: 88,046 shares; 2025Q2: 89,180 shares 89,180 $9.68M 0.01% +1,134 Timeline HYG 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: 105,146 shares; 2024Q4: 107,129 shares; 2025Q1: 107,392 shares; 2025Q2: 119,953 shares 119,953 $9.67M 0.01% +12,561 Timeline AVSD 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: 176,473 shares; 2024Q4: 181,159 shares; 2025Q1: 168,608 shares; 2025Q2: 141,570 shares 141,570 $9.56M 0.01% -27,038 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: 542,701 shares; 2024Q4: 358,650 shares; 2025Q1: 132,596 shares; 2025Q2: 118,470 shares 118,470 $9.52M 0.01% -14,126 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,727 shares; 2024Q4: 48,628 shares; 2025Q1: 46,322 shares; 2025Q2: 46,571 shares 46,571 $9.48M 0.01% +249 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: 344,838 shares; 2024Q4: 140,118 shares; 2025Q1: 82,817 shares; 2025Q2: 64,892 shares 64,892 $9.44M 0.01% -17,925 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,076 shares; 2024Q4: 239,163 shares; 2025Q1: 237,133 shares; 2025Q2: 237,840 shares 237,840 $9.4M 0.01% +707 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,009 shares; 2024Q4: 207,323 shares; 2025Q1: 222,530 shares; 2025Q2: 229,233 shares 229,233 $9.34M 0.01% +6,703 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,176 shares; 2024Q4: 218,800 shares; 2025Q1: 311,809 shares; 2025Q2: 418,034 shares 418,034 $9.13M 0.01% +106,225 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,039 shares; 2024Q4: 158,399 shares; 2025Q1: 166,627 shares; 2025Q2: 166,168 shares 166,168 $9.12M 0.01% -459 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: 27,233 shares; 2024Q4: 22,884 shares; 2025Q1: 21,886 shares; 2025Q2: 17,198 shares 17,198 $9.03M 0.01% -4,688 Timeline LENDINGTREE INC LENDINGTREE INC More: the full row for LENDINGTREE 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: 91,000 shares; 2025Q1: not reported; 2025Q2: 91,000 shares 91,000 $9.02M 0.01% new 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: 46,890 shares; 2024Q4: 48,098 shares; 2025Q1: 44,496 shares; 2025Q2: 36,926 shares 36,926 $8.99M 0.01% -7,570 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: 37,273 shares; 2024Q4: 34,764 shares; 2025Q1: 31,873 shares; 2025Q2: 32,065 shares 32,065 $8.98M 0.01% +192 Timeline REET 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: 443,517 shares; 2024Q4: 437,474 shares; 2025Q1: 396,226 shares; 2025Q2: 362,651 shares 362,651 $8.96M 0.01% -33,575 Timeline TQQQ 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: 205,026 shares; 2024Q4: 64,207 shares; 2025Q1: 64,935 shares; 2025Q2: 106,993 shares 106,993 $8.88M 0.01% +42,058 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: 156,671 shares; 2024Q4: 134,128 shares; 2025Q1: 130,004 shares; 2025Q2: 130,392 shares 130,392 $8.88M 0.01% +388 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,061 shares; 2024Q4: 128,985 shares; 2025Q1: 66,936 shares; 2025Q2: 53,973 shares 53,973 $8.78M 0.01% -12,963 Timeline ILCV 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: 109,167 shares; 2024Q4: 104,536 shares; 2025Q1: 111,281 shares; 2025Q2: 104,589 shares 104,589 $8.72M 0.01% -6,692 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: 453,223 shares; 2024Q4: 339,848 shares; 2025Q1: 408,436 shares; 2025Q2: 413,221 shares 413,221 $8.65M 0.01% +4,785 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: 105,772 shares; 2024Q4: 86,210 shares; 2025Q1: 83,708 shares; 2025Q2: 79,848 shares 79,848 $8.58M 0.01% -3,860 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,514 shares; 2024Q4: 130,678 shares; 2025Q1: 202,453 shares; 2025Q2: 200,646 shares 200,646 $8.58M 0.01% -1,807 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: 487,136 shares; 2024Q4: 430,942 shares; 2025Q1: 427,717 shares; 2025Q2: 418,093 shares 418,093 $8.55M 0.01% -9,624 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: 178,319 shares; 2024Q4: 143,777 shares; 2025Q1: 131,563 shares; 2025Q2: 133,227 shares 133,227 $8.54M 0.01% +1,664 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,183 shares; 2024Q4: 46,197 shares; 2025Q1: 48,631 shares; 2025Q2: 51,337 shares 51,337 $8.45M 0.01% +2,706 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,054 shares; 2024Q4: 210,962 shares; 2025Q1: 202,489 shares; 2025Q2: 204,013 shares 204,013 $8.45M 0.01% +1,524 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: 183,418 shares; 2024Q4: 168,616 shares; 2025Q1: 144,972 shares; 2025Q2: 146,510 shares 146,510 $8.44M 0.01% +1,538 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,419 shares; 2024Q4: 427,682 shares; 2025Q1: 242,026 shares; 2025Q2: 460,633 shares 460,633 $8.44M 0.01% +218,607 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: 218,242 shares; 2024Q4: 219,200 shares; 2025Q1: 222,299 shares; 2025Q2: 204,287 shares 204,287 $8.4M 0.01% -18,012 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,392 shares; 2024Q4: 150,602 shares; 2025Q1: 156,139 shares; 2025Q2: 300,789 shares 300,789 $8.37M 0.01% +144,650 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,313 shares; 2024Q4: 44,463 shares; 2025Q1: 81,962 shares; 2025Q2: 95,558 shares 95,558 $8.33M 0.01% +13,596 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,102 shares; 2025Q1: 3,639 shares; 2025Q2: 7,846 shares 7,846 $8.29M 0.01% +4,207 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 264,549 shares; 2025Q1: 600,526 shares; 2025Q2: 537,572 shares 537,572 $8.27M 0.01% -62,954 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,590 shares; 2024Q4: 17,796 shares; 2025Q1: 17,700 shares; 2025Q2: 79,936 shares 79,936 $8.24M 0.01% +62,236 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: 49,912 shares; 2024Q4: 50,191 shares; 2025Q1: 48,681 shares; 2025Q2: 48,741 shares 48,741 $8.22M 0.01% +60 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,724 shares; 2024Q4: 163,286 shares; 2025Q1: 142,965 shares; 2025Q2: 145,717 shares 145,717 $8.22M 0.01% +2,752 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: 32,514 shares; 2024Q4: 49,974 shares; 2025Q1: 71,511 shares; 2025Q2: 78,665 shares 78,665 $8.17M 0.01% +7,154 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: 1,726 shares; 2024Q4: 1,348 shares; 2025Q1: 1,400 shares; 2025Q2: 3,110 shares 3,110 $8.13M 0.01% +1,710 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: 106,741 shares; 2024Q4: 101,749 shares; 2025Q1: 78,617 shares; 2025Q2: 79,908 shares 79,908 $8.06M 0.01% +1,291 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: 295,528 shares; 2024Q4: 274,462 shares; 2025Q1: 245,473 shares; 2025Q2: 235,440 shares 235,440 $7.98M 0.01% -10,033 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,209 shares; 2024Q4: 54,537 shares; 2025Q1: 55,048 shares; 2025Q2: 57,525 shares 57,525 $7.97M 0.01% +2,477 BBCA 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: 113,535 shares; 2024Q4: 111,663 shares; 2025Q1: 96,314 shares; 2025Q2: 98,658 shares 98,658 $7.96M 0.01% +2,344 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,502 shares; 2024Q4: 71,272 shares; 2025Q1: 66,196 shares; 2025Q2: 61,296 shares 61,296 $7.94M 0.01% -4,900 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,577 shares; 2024Q4: 79,659 shares; 2025Q1: 58,130 shares; 2025Q2: 83,858 shares 83,858 $7.88M 0.01% +25,728 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,100 shares; 2024Q4: 220,668 shares; 2025Q1: 175,179 shares; 2025Q2: 107,107 shares 107,107 $7.88M 0.01% -68,072 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: 142,588 shares; 2024Q4: 98,668 shares; 2025Q1: 82,171 shares; 2025Q2: 77,959 shares 77,959 $7.85M 0.01% -4,212 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: 99,901 shares; 2024Q4: 98,761 shares; 2025Q1: 103,834 shares; 2025Q2: 100,435 shares 100,435 $7.84M 0.01% -3,399 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,006 shares; 2024Q4: 126,473 shares; 2025Q1: 128,934 shares; 2025Q2: 148,381 shares 148,381 $7.81M 0.01% +19,447 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 11,325 shares; 2025Q1: 10,113 shares; 2025Q2: 16,340 shares 16,340 $7.79M 0.01% +6,227 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 228,390 shares; 2025Q2: 236,612 shares 236,612 $7.76M 0.01% +8,222 Timeline MLRG 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: 103,212 shares; 2024Q4: 93,590 shares; 2025Q1: 192,334 shares; 2025Q2: 89,866 shares 89,866 $7.71M 0.01% -102,468 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,414 shares; 2024Q4: 42,814 shares; 2025Q1: 42,777 shares; 2025Q2: 40,387 shares 40,387 $7.67M 0.01% -2,390 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: 83,160 shares; 2024Q4: 76,607 shares; 2025Q1: 153,570 shares; 2025Q2: 69,348 shares 69,348 $7.6M 0.01% -84,222 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: 298,242 shares; 2024Q4: 185,908 shares; 2025Q1: 179,366 shares; 2025Q2: 180,210 shares 180,210 $7.57M 0.01% +844 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: 118,755 shares; 2024Q4: 117,950 shares; 2025Q1: 99,038 shares; 2025Q2: 80,531 shares 80,531 $7.55M 0.01% -18,507 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,343 shares; 2024Q4: 11,010 shares; 2025Q1: 85,804 shares; 2025Q2: 83,431 shares 83,431 $7.52M 0.01% -2,373 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,191 shares; 2024Q4: 1,169,439 shares; 2025Q1: 1,183,618 shares; 2025Q2: 296,705 shares 296,705 $7.51M 0.01% -886,913 Timeline AVRE 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: 218,550 shares; 2024Q4: 214,281 shares; 2025Q1: 228,468 shares; 2025Q2: 169,888 shares 169,888 $7.5M 0.01% -58,580 Timeline JMOM 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: not reported; 2024Q4: not reported; 2025Q1: 4,450 shares; 2025Q2: 116,586 shares 116,586 $7.5M 0.01% +112,136 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE THERAPEUTICS 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: not reported; 2025Q2: 659,834 shares 659,834 $7.49M 0.01% new 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: 33,276 shares; 2024Q4: 44,305 shares; 2025Q1: 50,788 shares; 2025Q2: 48,338 shares 48,338 $7.45M 0.01% -2,450 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: 72,186 shares; 2024Q4: 69,976 shares; 2025Q1: 79,580 shares; 2025Q2: 93,345 shares 93,345 $7.43M 0.01% +13,765 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,338 shares; 2024Q4: 158,063 shares; 2025Q1: 134,337 shares; 2025Q2: 115,073 shares 115,073 $7.35M 0.01% -19,264 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 57,453 shares; 2025Q1: 56,377 shares; 2025Q2: 51,163 shares 51,163 $7.25M 0.01% -5,214 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,609 shares; 2024Q4: 435,523 shares; 2025Q1: 442,957 shares; 2025Q2: 415,576 shares 415,576 $7.24M 0.01% -27,381 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: 123,868 shares; 2024Q4: 100,778 shares; 2025Q1: 48,854 shares; 2025Q2: 40,210 shares 40,210 $7.18M 0.01% -8,644 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,729 shares; 2024Q4: 169,662 shares; 2025Q1: 171,002 shares; 2025Q2: 143,970 shares 143,970 $7.18M 0.01% -27,032 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: 86,359 shares; 2024Q4: 84,435 shares; 2025Q1: 101,649 shares; 2025Q2: 127,991 shares 127,991 $7.18M 0.01% +26,342 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: 85,014 shares; 2024Q4: 75,334 shares; 2025Q1: 120,344 shares; 2025Q2: 56,530 shares 56,530 $7.15M 0.01% -63,814 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,231 shares; 2024Q4: 20,456 shares; 2025Q1: 19,451 shares; 2025Q2: 19,720 shares 19,720 $7.15M 0.01% +269 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: 159,239 shares; 2024Q4: 152,165 shares; 2025Q1: 149,856 shares; 2025Q2: 145,133 shares 145,133 $7.14M 0.01% -4,723 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,947 shares; 2024Q4: 61,039 shares; 2025Q1: 59,092 shares; 2025Q2: 64,302 shares 64,302 $7.11M 0.01% +5,210 Timeline AVSE 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: 148,995 shares; 2024Q4: 150,314 shares; 2025Q1: 141,981 shares; 2025Q2: 120,827 shares 120,827 $7.08M 0.01% -21,154 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: 13,824 shares; 2024Q4: 13,362 shares; 2025Q1: 12,526 shares; 2025Q2: 13,208 shares 13,208 $7.06M 0.01% +682 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,049,629 shares; 2024Q4: 3,134,568 shares; 2025Q1: 2,878,391 shares; 2025Q2: 2,927,709 shares 2,927,709 $7.06M 0.01% +49,318 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: 64,754 shares; 2024Q4: 34,157 shares; 2025Q1: 27,492 shares; 2025Q2: 24,114 shares 24,114 $7.03M 0.01% -3,378 Timeline IEF 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: 90,338 shares; 2024Q4: 71,004 shares; 2025Q1: 147,236 shares; 2025Q2: 72,854 shares 72,854 $6.98M 0.01% -74,382 Timeline DSI 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: 63,170 shares; 2024Q4: 60,739 shares; 2025Q1: 59,961 shares; 2025Q2: 59,745 shares 59,745 $6.94M 0.01% -216 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: 42,656 shares; 2024Q4: 57,386 shares; 2025Q1: 44,712 shares; 2025Q2: 37,270 shares 37,270 $6.94M 0.01% -7,442 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: 59,580 shares; 2024Q4: 62,690 shares; 2025Q1: 70,174 shares; 2025Q2: 68,418 shares 68,418 $6.93M 0.01% -1,756 Timeline FTSM 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: 128,318 shares; 2024Q4: 129,253 shares; 2025Q1: not reported; 2025Q2: 115,558 shares 115,558 $6.92M 0.01% new 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: 176,006 shares; 2024Q4: 164,766 shares; 2025Q1: 199,660 shares; 2025Q2: 129,955 shares 129,955 $6.86M 0.01% -69,705 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: 22,204 shares; 2024Q4: 22,987 shares; 2025Q1: 23,901 shares; 2025Q2: 22,033 shares 22,033 $6.86M 0.01% -1,868 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,355 shares; 2024Q4: 128,204 shares; 2025Q1: 106,269 shares; 2025Q2: 140,088 shares 140,088 $6.84M 0.01% +33,819 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: 118,221 shares; 2024Q4: 103,977 shares; 2025Q1: 100,477 shares; 2025Q2: 53,400 shares 53,400 $6.81M 0.01% -47,077 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,300 shares; 2024Q4: 177,878 shares; 2025Q1: 159,715 shares; 2025Q2: 159,609 shares 159,609 $6.78M 0.01% -106 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,027 shares; 2024Q4: 42,588 shares; 2025Q1: 45,201 shares; 2025Q2: 43,901 shares 43,901 $6.75M 0.01% -1,300 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,861 shares; 2024Q4: 137,547 shares; 2025Q1: 136,232 shares; 2025Q2: 129,800 shares 129,800 $6.74M 0.01% -6,432 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,841 shares; 2024Q4: 81,599 shares; 2025Q1: 83,006 shares; 2025Q2: 86,918 shares 86,918 $6.74M 0.01% +3,912 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: 60,531 shares; 2024Q4: 59,878 shares; 2025Q1: 50,649 shares; 2025Q2: 50,744 shares 50,744 $6.72M 0.01% +95 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,823 shares; 2024Q4: 28,454 shares; 2025Q1: 33,828 shares; 2025Q2: 36,920 shares 36,920 $6.69M 0.01% +3,092 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 19,556 shares; 2025Q1: 13,205 shares; 2025Q2: 19,030 shares 19,030 $6.66M 0.01% +5,825 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: 45,901 shares; 2024Q4: 34,778 shares; 2025Q1: 31,551 shares; 2025Q2: 30,431 shares 30,431 $6.65M 0.01% -1,120 Timeline XLP 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: 155,174 shares; 2024Q4: 91,423 shares; 2025Q1: 57,543 shares; 2025Q2: 81,973 shares 81,973 $6.64M 0.01% +24,430 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,842 shares; 2024Q4: 32,883 shares; 2025Q1: 24,695 shares; 2025Q2: 25,001 shares 25,001 $6.56M 0.01% +306 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,112 shares; 2024Q4: 26,790 shares; 2025Q1: 27,923 shares; 2025Q2: 26,755 shares 26,755 $6.54M 0.01% -1,168 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 8,182 shares; 2025Q1: 7,000 shares; 2025Q2: 7,894 shares 7,894 $6.54M 0.01% +894 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: 658,693 shares; 2024Q4: 584,404 shares; 2025Q1: 611,646 shares; 2025Q2: 602,297 shares 602,297 $6.53M 0.01% -9,349 Timeline AVSU 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: 159,916 shares; 2024Q4: 162,803 shares; 2025Q1: 112,493 shares; 2025Q2: 95,186 shares 95,186 $6.53M 0.01% -17,307 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005,388 shares; 2024Q4: 1,004,689 shares; 2025Q1: 1,003,807 shares; 2025Q2: 1,002,922 shares 1,002,922 $6.51M 0.01% -885 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: 28,296 shares; 2024Q4: 26,342 shares; 2025Q1: 24,724 shares; 2025Q2: 19,057 shares 19,057 $6.48M 0.01% -5,667 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: 57,097 shares; 2024Q4: 266,817 shares; 2025Q1: 250,789 shares; 2025Q2: 248,659 shares 248,659 $6.47M 0.01% -2,130 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 3,023 shares; 2025Q1: 3,070 shares; 2025Q2: 3,233 shares 3,233 $6.46M 0.01% +163 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: 76,349 shares; 2024Q4: 72,328 shares; 2025Q1: 71,810 shares; 2025Q2: 69,737 shares 69,737 $6.36M 0.01% -2,073 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: 79,694 shares; 2024Q4: 66,974 shares; 2025Q1: 61,241 shares; 2025Q2: 55,846 shares 55,846 $6.35M 0.01% -5,395 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,859 shares; 2024Q4: 92,765 shares; 2025Q1: 92,029 shares; 2025Q2: 107,536 shares 107,536 $6.29M 0.01% +15,507 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,934 shares; 2024Q4: 87,701 shares; 2025Q1: 83,810 shares; 2025Q2: 83,849 shares 83,849 $6.24M 0.01% +39 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: 124,593 shares; 2024Q4: 123,062 shares; 2025Q1: 251,014 shares; 2025Q2: 126,127 shares 126,127 $6.23M 0.01% -124,887 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,930 shares; 2024Q4: 310,211 shares; 2025Q1: 297,928 shares; 2025Q2: 340,144 shares 340,144 $6.22M 0.01% +42,216 Timeline AAXJ 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: 83,646 shares; 2024Q4: 84,094 shares; 2025Q1: 74,240 shares; 2025Q2: 74,741 shares 74,741 $6.18M 0.01% +501 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: 216,408 shares; 2024Q4: 151,104 shares; 2025Q1: 164,360 shares; 2025Q2: 123,301 shares 123,301 $6.15M 0.01% -41,059 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: 33,144 shares; 2024Q4: 28,194 shares; 2025Q1: 25,980 shares; 2025Q2: 27,950 shares 27,950 $6.1M 0.01% +1,970 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: 39,850 shares; 2024Q4: 33,125 shares; 2025Q1: 20,786 shares; 2025Q2: 23,362 shares 23,362 $6.09M 0.01% +2,576 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,671 shares; 2024Q4: 30,090 shares; 2025Q1: 22,160 shares; 2025Q2: 92,168 shares 92,168 $6.08M 0.01% +70,008 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: 43,495 shares; 2024Q4: 38,211 shares; 2025Q1: 36,329 shares; 2025Q2: 36,055 shares 36,055 $5.98M 0.01% -274 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: 30,954 shares; 2024Q4: 27,316 shares; 2025Q1: 26,913 shares; 2025Q2: 24,883 shares 24,883 $5.97M 0.01% -2,030 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,813 shares; 2024Q4: 36,000 shares; 2025Q1: 35,122 shares; 2025Q2: 34,452 shares 34,452 $5.95M 0.01% -670 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: 19,392 shares; 2024Q4: 19,134 shares; 2025Q1: 17,485 shares; 2025Q2: 16,931 shares 16,931 $5.95M 0.01% -554 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: 107,952 shares; 2024Q4: 94,066 shares; 2025Q1: 86,874 shares; 2025Q2: 75,913 shares 75,913 $5.94M 0.01% -10,961 Timeline DFSU 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: 202,659 shares; 2024Q4: 192,474 shares; 2025Q1: 192,011 shares; 2025Q2: 151,057 shares 151,057 $5.93M 0.01% -40,954 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,530 shares; 2024Q4: 71,416 shares; 2025Q1: 90,796 shares; 2025Q2: 90,817 shares 90,817 $5.9M 0.01% +21 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,051 shares; 2024Q4: 67,680 shares; 2025Q1: 69,688 shares; 2025Q2: 122,671 shares 122,671 $5.9M 0.01% +52,983 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,134 shares; 2024Q4: 227,293 shares; 2025Q1: 200,420 shares; 2025Q2: 209,771 shares 209,771 $5.9M 0.01% +9,351 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,779 shares; 2024Q4: 89,342 shares; 2025Q1: 89,333 shares; 2025Q2: 87,224 shares 87,224 $5.89M 0.01% -2,109 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,784 shares; 2024Q4: 20,619 shares; 2025Q1: 23,159 shares; 2025Q2: 22,541 shares 22,541 $5.85M 0.01% -618 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,908 shares; 2024Q4: 164,906 shares; 2025Q1: 119,848 shares; 2025Q2: 115,243 shares 115,243 $5.84M 0.01% -4,605 Timeline JEPI 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: 207,604 shares; 2024Q4: 130,298 shares; 2025Q1: 44,983 shares; 2025Q2: 102,310 shares 102,310 $5.82M 0.01% +57,327 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: 49,408 shares; 2024Q4: 45,489 shares; 2025Q1: 40,390 shares; 2025Q2: 36,243 shares 36,243 $5.79M 0.01% -4,147 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: 29,523 shares; 2024Q4: 28,251 shares; 2025Q1: 22,649 shares; 2025Q2: 23,754 shares 23,754 $5.77M 0.01% +1,105 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,050 shares; 2024Q4: 27,979 shares; 2025Q1: 28,607 shares; 2025Q2: 33,115 shares 33,115 $5.76M 0.01% +4,508 Timeline IEI 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: 64,911 shares; 2024Q4: 44,500 shares; 2025Q1: 46,028 shares; 2025Q2: 48,392 shares 48,392 $5.76M 0.01% +2,364 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: 93,034 shares; 2024Q4: 83,791 shares; 2025Q1: 83,029 shares; 2025Q2: 105,438 shares 105,438 $5.72M 0.01% +22,409 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: 68,166 shares; 2024Q4: 59,202 shares; 2025Q1: 56,778 shares; 2025Q2: 57,318 shares 57,318 $5.7M 0.01% +540 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,424 shares; 2024Q4: 126,217 shares; 2025Q1: 140,081 shares; 2025Q2: 135,166 shares 135,166 $5.67M 0.01% -4,915 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: 16,726 shares; 2024Q4: 17,891 shares; 2025Q1: 12,596 shares; 2025Q2: 25,176 shares 25,176 $5.63M 0.01% +12,580 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,340 shares; 2024Q4: 29,766 shares; 2025Q1: 28,805 shares; 2025Q2: 26,684 shares 26,684 $5.63M 0.01% -2,121 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,944 shares; 2024Q4: 44,413 shares; 2025Q1: 47,354 shares; 2025Q2: 41,335 shares 41,335 $5.61M 0.01% -6,019 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,687 shares; 2024Q4: 43,009 shares; 2025Q1: 42,127 shares; 2025Q2: 40,538 shares 40,538 $5.57M 0.01% -1,589 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 7,402 shares; 2025Q1: 6,636 shares; 2025Q2: 6,978 shares 6,978 $5.55M 0.01% +342 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229,102 shares 229,102 $5.54M 0.01% new Timeline DGRW 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: 66,523 shares; 2024Q4: 62,657 shares; 2025Q1: 59,107 shares; 2025Q2: 66,203 shares 66,203 $5.54M 0.01% +7,096 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,754 shares; 2024Q4: 82,361 shares; 2025Q1: 85,797 shares; 2025Q2: 90,224 shares 90,224 $5.54M 0.01% +4,427 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,716 shares; 2024Q4: 13,744 shares; 2025Q1: 15,573 shares; 2025Q2: 11,830 shares 11,830 $5.53M 0.01% -3,743 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,794 shares; 2024Q4: 89,050 shares; 2025Q1: 84,375 shares; 2025Q2: 76,797 shares 76,797 $5.52M 0.01% -7,578 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: 57,684 shares; 2024Q4: 56,555 shares; 2025Q1: 49,613 shares; 2025Q2: 47,120 shares 47,120 $5.5M 0.01% -2,493 Timeline DFSB 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: 103,301 shares; 2024Q4: 106,239 shares; 2025Q1: 127,472 shares; 2025Q2: 104,855 shares 104,855 $5.5M 0.01% -22,617 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES 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: 109,732 shares; 2024Q4: 107,233 shares; 2025Q1: 97,380 shares; 2025Q2: 100,331 shares 100,331 $5.49M 0.01% +2,951 Timeline USMV 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: 91,207 shares; 2024Q4: 63,027 shares; 2025Q1: 62,952 shares; 2025Q2: 58,104 shares 58,104 $5.45M 0.01% -4,848 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,675 shares; 2025Q1: 7,190 shares; 2025Q2: 31,400 shares 31,400 $5.45M 0.01% +24,210 Timeline FLOT 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: 122,912 shares; 2025Q1: 115,529 shares; 2025Q2: 106,429 shares 106,429 $5.43M 0.01% -9,100 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: 36,123 shares; 2024Q4: 36,053 shares; 2025Q1: 35,619 shares; 2025Q2: 36,265 shares 36,265 $5.4M 0.01% +646 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: 320,366 shares; 2024Q4: 317,180 shares; 2025Q1: 78,303 shares; 2025Q2: 66,322 shares 66,322 $5.4M 0.01% -11,981 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,439 shares; 2024Q4: 161,227 shares; 2025Q1: 157,899 shares; 2025Q2: 124,354 shares 124,354 $5.39M 0.01% -33,545 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,341 shares; 2024Q4: 18,482 shares; 2025Q1: 17,076 shares; 2025Q2: 18,870 shares 18,870 $5.37M 0.01% +1,794 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: 8,427 shares; 2024Q4: 8,265 shares; 2025Q1: 16,710 shares; 2025Q2: 21,693 shares 21,693 $5.35M 0.01% +4,983 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,652 shares; 2024Q4: 142,077 shares; 2025Q1: 141,731 shares; 2025Q2: 138,890 shares 138,890 $5.33M 0.01% -2,841 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,019 shares; 2024Q4: 48,024 shares; 2025Q1: 44,689 shares; 2025Q2: 46,829 shares 46,829 $5.32M 0.01% +2,140 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: 52,360 shares; 2024Q4: 55,767 shares; 2025Q1: 55,552 shares; 2025Q2: 53,911 shares 53,911 $5.29M 0.01% -1,641 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: 151,033 shares; 2024Q4: 143,761 shares; 2025Q1: 91,337 shares; 2025Q2: 83,790 shares 83,790 $5.29M 0.01% -7,547 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 12,960 shares; 2025Q1: 12,862 shares; 2025Q2: 12,902 shares 12,902 $5.25M 0.01% +40 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: 21,691 shares; 2024Q4: 45,799 shares; 2025Q1: 68,707 shares; 2025Q2: 117,830 shares 117,830 $5.19M 0.01% +49,123 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: 44,961 shares; 2024Q4: 42,848 shares; 2025Q1: 35,013 shares; 2025Q2: 40,750 shares 40,750 $5.19M 0.01% +5,737 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,196 shares; 2024Q4: 29,931 shares; 2025Q1: 29,736 shares; 2025Q2: 26,028 shares 26,028 $5.14M 0.01% -3,708 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,826 shares; 2024Q4: 61,902 shares; 2025Q1: 59,714 shares; 2025Q2: 59,513 shares 59,513 $5.14M 0.01% -201 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: 20,730 shares; 2024Q4: 18,689 shares; 2025Q1: 17,256 shares; 2025Q2: 17,800 shares 17,800 $5.11M 0.01% +544 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: 63,160 shares; 2024Q4: 64,226 shares; 2025Q1: 59,925 shares; 2025Q2: 47,951 shares 47,951 $5.11M 0.01% -11,974 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,749 shares; 2024Q4: 192,317 shares; 2025Q1: 233,119 shares; 2025Q2: 197,529 shares 197,529 $5.1M 0.01% -35,590 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,260 shares; 2024Q4: 187,892 shares; 2025Q1: 176,977 shares; 2025Q2: 200,860 shares 200,860 $5.1M 0.01% +23,883 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,641 shares; 2024Q4: 60,750 shares; 2025Q1: 64,054 shares; 2025Q2: 65,045 shares 65,045 $5.07M 0.01% +991 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,655 shares; 2024Q4: 165,887 shares; 2025Q1: 178,170 shares; 2025Q2: 206,450 shares 206,450 $5.02M 0.01% +28,280 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: 78,195 shares; 2024Q4: 61,052 shares; 2025Q1: 52,601 shares; 2025Q2: 49,398 shares 49,398 $4.97M 0.01% -3,203 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,612 shares; 2024Q4: 52,418 shares; 2025Q1: 48,579 shares; 2025Q2: 46,836 shares 46,836 $4.91M 0.01% -1,743 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,844 shares; 2024Q4: 21,535 shares; 2025Q1: 17,943 shares; 2025Q2: 24,700 shares 24,700 $4.84M 0.01% +6,757 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,178 shares; 2024Q4: 11,457 shares; 2025Q1: 11,799 shares; 2025Q2: 11,788 shares 11,788 $4.82M 0.01% -11 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: 64,020 shares; 2024Q4: 56,300 shares; 2025Q1: 58,775 shares; 2025Q2: 52,446 shares 52,446 $4.81M 0.01% -6,329 Timeline SCHG 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: 56,856 shares; 2024Q4: 187,727 shares; 2025Q1: 237,330 shares; 2025Q2: 164,538 shares 164,538 $4.81M 0.01% -72,792 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: 62,255 shares; 2024Q4: 60,939 shares; 2025Q1: 57,293 shares; 2025Q2: 58,879 shares 58,879 $4.79M 0.01% +1,586 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: 92,677 shares; 2024Q4: 72,916 shares; 2025Q1: 58,760 shares; 2025Q2: 52,546 shares 52,546 $4.79M 0.01% -6,214 Timeline AOR 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: 98,108 shares; 2024Q4: 96,326 shares; 2025Q1: 83,793 shares; 2025Q2: 77,704 shares 77,704 $4.78M 0.01% -6,089 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,830 shares; 2024Q4: 28,872 shares; 2025Q1: 33,154 shares; 2025Q2: 37,188 shares 37,188 $4.78M 0.01% +4,034 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,704 shares; 2024Q4: 330,677 shares; 2025Q1: 320,010 shares; 2025Q2: 195,162 shares 195,162 $4.77M 0.01% -124,848 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,946 shares; 2024Q4: 64,999 shares; 2025Q1: 81,357 shares; 2025Q2: 81,884 shares 81,884 $4.77M 0.01% +527 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: 114,453 shares; 2024Q4: 72,897 shares; 2025Q1: 65,334 shares; 2025Q2: 59,387 shares 59,387 $4.74M 0.01% -5,947 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,628 shares; 2024Q4: 234,250 shares; 2025Q1: 234,138 shares; 2025Q2: 241,961 shares 241,961 $4.7M 0.01% +7,823 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,530 shares; 2024Q4: 48,779 shares; 2025Q1: 45,999 shares; 2025Q2: 46,315 shares 46,315 $4.69M 0.01% +316 Timeline DFSD 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: 144,777 shares; 2024Q4: 147,030 shares; 2025Q1: 147,859 shares; 2025Q2: 96,715 shares 96,715 $4.64M 0.01% -51,144 Timeline IGSB 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: 141,079 shares; 2024Q4: 145,802 shares; 2025Q1: 139,435 shares; 2025Q2: 87,676 shares 87,676 $4.63M 0.01% -51,759 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,459 shares; 2024Q4: 60,038 shares; 2025Q1: 52,417 shares; 2025Q2: 85,799 shares 85,799 $4.55M 0.01% +33,382 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: 244,904 shares; 2024Q4: 201,371 shares; 2025Q1: 180,041 shares; 2025Q2: 171,631 shares 171,631 $4.54M 0.01% -8,410 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391,483 shares; 2024Q4: 3,391,483 shares; 2025Q1: 3,391,483 shares; 2025Q2: 3,693,683 shares 3,693,683 $4.54M 0.01% +302,200 Timeline IJK 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: 80,137 shares; 2024Q4: 60,043 shares; 2025Q1: 92,226 shares; 2025Q2: 49,795 shares 49,795 $4.53M 0.01% -42,431 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: 9,256 shares; 2024Q4: 10,042 shares; 2025Q1: 9,943 shares; 2025Q2: 12,923 shares 12,923 $4.53M 0.01% +2,980 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,584 shares; 2024Q4: 76,533 shares; 2025Q1: 80,022 shares; 2025Q2: 86,417 shares 86,417 $4.53M 0.01% +6,395 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: 70,016 shares; 2024Q4: 54,290 shares; 2025Q1: 11,741 shares; 2025Q2: 10,037 shares 10,037 $4.52M 0.01% -1,704 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,448 shares; 2025Q1: 17,660 shares; 2025Q2: 85,507 shares 85,507 $4.52M 0.01% +67,847 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,638 shares; 2024Q4: 20,769 shares; 2025Q1: 25,279 shares; 2025Q2: 23,247 shares 23,247 $4.51M 0.01% -2,032 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: 38,726 shares; 2024Q4: 38,501 shares; 2025Q1: 34,297 shares; 2025Q2: 25,005 shares 25,005 $4.49M 0.01% -9,292 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: 294,731 shares; 2024Q4: 266,899 shares; 2025Q1: 208,685 shares; 2025Q2: 174,793 shares 174,793 $4.49M 0.01% -33,892 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,518 shares; 2024Q4: 102,323 shares; 2025Q1: 91,055 shares; 2025Q2: 85,604 shares 85,604 $4.46M 0.01% -5,451 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,389 shares; 2024Q4: 122,496 shares; 2025Q1: not reported; 2025Q2: 164,371 shares 164,371 $4.46M 0.01% new 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: 167,479 shares; 2024Q4: 160,329 shares; 2025Q1: 147,418 shares; 2025Q2: 148,335 shares 148,335 $4.44M 0.01% +917 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: 27,139 shares; 2024Q4: 38,893 shares; 2025Q1: 49,784 shares; 2025Q2: 50,393 shares 50,393 $4.43M 0.01% +609 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: 14,175 shares; 2024Q4: 13,380 shares; 2025Q1: 16,760 shares; 2025Q2: 18,747 shares 18,747 $4.4M 0.01% +1,987 Timeline INDA 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: 85,119 shares; 2024Q4: 129,466 shares; 2025Q1: 106,345 shares; 2025Q2: 78,717 shares 78,717 $4.38M 0.01% -27,628 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,247 shares; 2024Q4: 99,219 shares; 2025Q1: 74,703 shares; 2025Q2: 59,292 shares 59,292 $4.36M 0.01% -15,411 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,213 shares; 2024Q4: 63,321 shares; 2025Q1: 62,273 shares; 2025Q2: 64,692 shares 64,692 $4.32M 0.01% +2,419 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: 59,635 shares; 2024Q4: 65,397 shares; 2025Q1: 62,038 shares; 2025Q2: 57,664 shares 57,664 $4.32M 0.01% -4,374 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: 58,982 shares; 2024Q4: 51,618 shares; 2025Q1: 98,812 shares; 2025Q2: 39,206 shares 39,206 $4.31M 0.01% -59,606 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,722 shares; 2024Q4: 29,384 shares; 2025Q1: 29,791 shares; 2025Q2: 34,331 shares 34,331 $4.31M 0.01% +4,540 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,850 shares; 2024Q4: 133,796 shares; 2025Q1: 112,682 shares; 2025Q2: 61,006 shares 61,006 $4.29M 0.01% -51,676 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: 76,836 shares; 2024Q4: 80,332 shares; 2025Q1: 69,603 shares; 2025Q2: 67,160 shares 67,160 $4.27M 0.01% -2,443 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 23,623 shares; 2025Q1: 29,784 shares; 2025Q2: 35,739 shares 35,739 $4.25M 0.01% +5,955 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,213 shares; 2024Q4: 50,868 shares; 2025Q1: 39,513 shares; 2025Q2: 40,698 shares 40,698 $4.24M 0.01% +1,185 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 18,222 shares; 2025Q1: 20,063 shares; 2025Q2: 20,242 shares 20,242 $4.23M 0.01% +179 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,672 shares; 2024Q4: 130,193 shares; 2025Q1: 141,064 shares; 2025Q2: 143,545 shares 143,545 $4.22M 0.01% +2,481 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,016 shares; 2024Q4: 18,816 shares; 2025Q1: 18,816 shares; 2025Q2: 18,816 shares 18,816 $4.21M 0.01% 0 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: 58,702 shares; 2024Q4: 59,472 shares; 2025Q1: 56,105 shares; 2025Q2: 56,872 shares 56,872 $4.21M 0.01% +767 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: 55,630 shares; 2024Q4: 51,916 shares; 2025Q1: 16,354 shares; 2025Q2: 49,653 shares 49,653 $4.21M 0.01% +33,299 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: 104,300 shares; 2024Q4: 91,248 shares; 2025Q1: 97,509 shares; 2025Q2: 98,995 shares 98,995 $4.2M 0.01% +1,486 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: 39,133 shares; 2024Q4: 34,988 shares; 2025Q1: 33,663 shares; 2025Q2: 32,809 shares 32,809 $4.2M 0.01% -854 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: 70,492 shares; 2024Q4: 65,840 shares; 2025Q1: 31,930 shares; 2025Q2: 31,649 shares 31,649 $4.19M 0.01% -281 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,098 shares; 2024Q4: 34,327 shares; 2025Q1: 31,516 shares; 2025Q2: 25,425 shares 25,425 $4.19M 0.01% -6,091 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,622 shares; 2024Q4: 38,050 shares; 2025Q1: 41,570 shares; 2025Q2: 36,607 shares 36,607 $4.16M 0.01% -4,963 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,628 shares; 2024Q4: 28,637 shares; 2025Q1: 23,764 shares; 2025Q2: 24,053 shares 24,053 $4.14M 0.01% +289 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: 84,733 shares; 2024Q4: 85,535 shares; 2025Q1: 89,867 shares; 2025Q2: 92,437 shares 92,437 $4.14M 0.01% +2,570 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: 59,646 shares; 2024Q4: 61,097 shares; 2025Q1: 61,044 shares; 2025Q2: 59,407 shares 59,407 $4.12M 0.01% -1,637 Timeline CLDX CELLDEX THERAPEUTICS INC NEW More: the full row for CELLDEX THERAPEUTICS INC NEW 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: 201,717 shares 201,717 $4.1M 0.01% new Timeline WDIV 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: 62,491 shares; 2024Q4: 58,460 shares; 2025Q1: 58,460 shares; 2025Q2: 58,188 shares 58,188 $4.1M 0.01% -272 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,755 shares 189,755 $4.1M 0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,617 shares; 2024Q4: 21,600 shares; 2025Q1: 21,024 shares; 2025Q2: 20,641 shares 20,641 $4.1M 0.01% -383 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: 75,318 shares; 2024Q4: 71,011 shares; 2025Q1: 46,988 shares; 2025Q2: 51,154 shares 51,154 $4.07M 0.01% +4,166 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,087 shares; 2024Q4: 161,200 shares; 2025Q1: 165,123 shares; 2025Q2: 176,351 shares 176,351 $4.06M 0.01% +11,228 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,841 shares; 2024Q4: 44,064 shares; 2025Q1: 39,203 shares; 2025Q2: 36,022 shares 36,022 $4.06M 0.01% -3,181 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,545 shares; 2024Q4: 36,429 shares; 2025Q1: 28,343 shares; 2025Q2: 30,857 shares 30,857 $4.06M 0.01% +2,514 Timeline DFNM 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: 130,165 shares; 2024Q4: 111,960 shares; 2025Q1: 110,262 shares; 2025Q2: 85,353 shares 85,353 $4.05M 0.01% -24,909 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: 37,729 shares; 2024Q4: 30,799 shares; 2025Q1: 30,475 shares; 2025Q2: 43,039 shares 43,039 $4.03M 0.01% +12,564 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,828 shares; 2024Q4: 73,350 shares; 2025Q1: 51,389 shares; 2025Q2: 54,191 shares 54,191 $4.02M 0.01% +2,802 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: 40,533 shares; 2024Q4: 36,723 shares; 2025Q1: 33,401 shares; 2025Q2: 30,975 shares 30,975 $4.01M 0.01% -2,426 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: 21,906 shares; 2024Q4: 20,304 shares; 2025Q1: 18,146 shares; 2025Q2: 18,251 shares 18,251 $4M 0.01% +105 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,383 shares; 2024Q4: 23,690 shares; 2025Q1: 21,977 shares; 2025Q2: 19,780 shares 19,780 $3.98M 0.01% -2,197 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: 20,624 shares; 2024Q4: 21,282 shares; 2025Q1: 25,269 shares; 2025Q2: 25,932 shares 25,932 $3.98M 0.01% +663 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: 45,378 shares; 2024Q4: 43,952 shares; 2025Q1: 44,636 shares; 2025Q2: 43,677 shares 43,677 $3.98M 0.01% -959 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 8,800 shares; 2025Q1: 15,008 shares; 2025Q2: 71,724 shares 71,724 $3.97M 0.01% +56,716 Timeline RSPT 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: 122,898 shares; 2024Q4: 113,771 shares; 2025Q1: 88,192 shares; 2025Q2: 97,344 shares 97,344 $3.97M 0.01% +9,152 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: 41,566 shares; 2024Q4: 41,025 shares; 2025Q1: 41,862 shares; 2025Q2: 41,140 shares 41,140 $3.95M 0.01% -722 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: 138,176 shares; 2024Q4: 138,176 shares; 2025Q1: 109,771 shares; 2025Q2: 105,281 shares 105,281 $3.95M 0.01% -4,490 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: 31,754 shares; 2024Q4: 27,905 shares; 2025Q1: 22,472 shares; 2025Q2: 25,947 shares 25,947 $3.93M 0.01% +3,475 Timeline AKRO AKERO THERAPEUTICS INC More: the full row for AKERO THERAPEUTICS 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: not reported; 2025Q2: 73,553 shares 73,553 $3.92M 0.01% new Timeline USSE SEGALL BRYANT & HAMILL TR More: the full row for SEGALL BRYANT & HAMILL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,299 shares; 2024Q4: 120,587 shares; 2025Q1: 123,242 shares; 2025Q2: 121,832 shares 121,832 $3.92M 0.01% -1,410 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: 103,448 shares; 2024Q4: 98,296 shares; 2025Q1: 80,039 shares; 2025Q2: 80,524 shares 80,524 $3.89M 0.01% +485 Timeline BBRE 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: not reported; 2024Q4: 44,975 shares; 2025Q1: 45,016 shares; 2025Q2: 42,230 shares 42,230 $3.89M 0.01% -2,786 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 39,696 shares 39,696 $3.87M 0.01% new Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 12,842 shares; 2025Q2: 88,680 shares 88,680 $3.86M 0.01% +75,838 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,111 shares; 2024Q4: 181,159 shares; 2025Q1: 209,290 shares; 2025Q2: 203,037 shares 203,037 $3.81M 0.01% -6,253 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,583 shares; 2024Q4: 666,754 shares; 2025Q1: 468,424 shares; 2025Q2: 425,787 shares 425,787 $3.8M 0.01% -42,637 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,768 shares; 2024Q4: 26,834 shares; 2025Q1: 27,126 shares; 2025Q2: 27,724 shares 27,724 $3.76M 0.01% +598 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,567 shares; 2024Q4: 86,407 shares; 2025Q1: 90,151 shares; 2025Q2: 89,167 shares 89,167 $3.71M <0.01% -984 Timeline AVSF 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: 98,348 shares; 2024Q4: 97,613 shares; 2025Q1: 98,363 shares; 2025Q2: 78,727 shares 78,727 $3.7M <0.01% -19,636 Timeline IXP 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: 46,073 shares; 2024Q4: 35,407 shares; 2025Q1: 17,082 shares; 2025Q2: 32,911 shares 32,911 $3.7M <0.01% +15,829 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,755 shares; 2024Q4: 13,355 shares; 2025Q1: 10,300 shares; 2025Q2: 24,974 shares 24,974 $3.7M <0.01% +14,674 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,643 shares; 2024Q4: 69,258 shares; 2025Q1: 64,326 shares; 2025Q2: 63,320 shares 63,320 $3.69M <0.01% -1,006 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: 50,459 shares; 2024Q4: 47,962 shares; 2025Q1: 50,675 shares; 2025Q2: 47,828 shares 47,828 $3.68M <0.01% -2,847 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: 37,854 shares; 2024Q4: 32,568 shares; 2025Q1: 31,991 shares; 2025Q2: 30,306 shares 30,306 $3.68M <0.01% -1,685 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,865 shares; 2024Q4: 58,398 shares; 2025Q1: 51,899 shares; 2025Q2: 61,417 shares 61,417 $3.67M <0.01% +9,518 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,400 shares; 2025Q1: 14,667 shares; 2025Q2: 21,921 shares 21,921 $3.66M <0.01% +7,254 Timeline HAUZ 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: not reported; 2024Q4: not reported; 2025Q1: 163,366 shares; 2025Q2: 160,051 shares 160,051 $3.66M <0.01% -3,315 Timeline AVIV 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: not reported; 2024Q4: not reported; 2025Q1: 3,630 shares; 2025Q2: 58,724 shares 58,724 $3.65M <0.01% +55,094 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,988 shares; 2024Q4: 199,957 shares; 2025Q1: 186,711 shares; 2025Q2: 95,199 shares 95,199 $3.65M <0.01% -91,512 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: 35,854 shares; 2024Q4: 35,813 shares; 2025Q1: 34,851 shares; 2025Q2: 38,017 shares 38,017 $3.61M <0.01% +3,166 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,896 shares; 2024Q4: 87,536 shares; 2025Q1: 94,502 shares; 2025Q2: 92,737 shares 92,737 $3.6M <0.01% -1,765 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: 30,774 shares; 2024Q4: 30,914 shares; 2025Q1: 31,226 shares; 2025Q2: 31,660 shares 31,660 $3.59M <0.01% +434 Timeline IYF 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: 20,282 shares; 2024Q4: 17,969 shares; 2025Q1: 8,434 shares; 2025Q2: 29,647 shares 29,647 $3.59M <0.01% +21,213 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,005 shares; 2024Q4: 85,746 shares; 2025Q1: 57,579 shares; 2025Q2: 43,140 shares 43,140 $3.58M <0.01% -14,439 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,223 shares; 2024Q4: 84,221 shares; 2025Q1: not reported; 2025Q2: 84,637 shares 84,637 $3.57M <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,254 shares; 2024Q4: 59,393 shares; 2025Q1: 60,250 shares; 2025Q2: 44,137 shares 44,137 $3.57M <0.01% -16,113 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: 33,803 shares; 2024Q4: 20,780 shares; 2025Q1: 18,100 shares; 2025Q2: 24,583 shares 24,583 $3.55M <0.01% +6,483 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,626 shares; 2024Q4: 171,467 shares; 2025Q1: 212,458 shares; 2025Q2: 253,763 shares 253,763 $3.54M <0.01% +41,305 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: 85,449 shares; 2024Q4: 96,344 shares; 2025Q1: 96,011 shares; 2025Q2: 91,986 shares 91,986 $3.53M <0.01% -4,025 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,023 shares; 2024Q4: 51,500 shares; 2025Q1: 67,076 shares; 2025Q2: 63,085 shares 63,085 $3.53M <0.01% -3,991 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: 24,845 shares; 2024Q4: 24,492 shares; 2025Q1: 15,846 shares; 2025Q2: 15,945 shares 15,945 $3.53M <0.01% +99 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: 8,817 shares; 2025Q2: 132,856 shares 132,856 $3.53M <0.01% +124,039 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,377 shares; 2024Q4: 102,255 shares; 2025Q1: 140,056 shares; 2025Q2: 139,036 shares 139,036 $3.52M <0.01% -1,020 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: 910,048 shares; 2024Q4: 901,317 shares; 2025Q1: 952,063 shares; 2025Q2: 116,562 shares 116,562 $3.51M <0.01% -835,501 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,378 shares; 2024Q4: 27,118 shares; 2025Q1: 32,126 shares; 2025Q2: 30,746 shares 30,746 $3.51M <0.01% -1,380 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,143 shares; 2024Q4: 97,605 shares; 2025Q1: 57,417 shares; 2025Q2: 49,318 shares 49,318 $3.51M <0.01% -8,099 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: 98,532 shares; 2024Q4: 111,298 shares; 2025Q1: 110,716 shares; 2025Q2: 109,501 shares 109,501 $3.5M <0.01% -1,215 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,153 shares; 2024Q4: 12,080 shares; 2025Q1: 12,164 shares; 2025Q2: 11,642 shares 11,642 $3.47M <0.01% -522 Timeline EWC 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: 81,251 shares; 2024Q4: 80,563 shares; 2025Q1: 72,822 shares; 2025Q2: 75,020 shares 75,020 $3.47M <0.01% +2,198 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,568 shares; 2024Q4: 35,503 shares; 2025Q1: 25,745 shares; 2025Q2: 25,197 shares 25,197 $3.47M <0.01% -548 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: 127,341 shares; 2024Q4: 149,944 shares; 2025Q1: 157,880 shares; 2025Q2: 160,900 shares 160,900 $3.46M <0.01% +3,020 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: 441,268 shares; 2024Q4: 422,886 shares; 2025Q1: 38,182 shares; 2025Q2: 35,830 shares 35,830 $3.46M <0.01% -2,352 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,790 shares; 2024Q4: 121,245 shares; 2025Q1: 127,839 shares; 2025Q2: 127,899 shares 127,899 $3.46M <0.01% +60 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,788 shares; 2024Q4: 53,306 shares; 2025Q1: 46,275 shares; 2025Q2: 52,707 shares 52,707 $3.43M <0.01% +6,432 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,820 shares; 2024Q4: 28,756 shares; 2025Q1: 27,605 shares; 2025Q2: 27,151 shares 27,151 $3.43M <0.01% -454 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,618 shares; 2024Q4: 263,028 shares; 2025Q1: 257,298 shares; 2025Q2: 298,170 shares 298,170 $3.42M <0.01% +40,872 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,097 shares; 2024Q4: 74,409 shares; 2025Q1: 48,391 shares; 2025Q2: 45,520 shares 45,520 $3.4M <0.01% -2,871 Timeline SUSB 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: 136,530 shares; 2024Q4: 115,605 shares; 2025Q1: 148,933 shares; 2025Q2: 134,669 shares 134,669 $3.39M <0.01% -14,264 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,784 shares; 2024Q4: 44,915 shares; 2025Q1: 49,013 shares; 2025Q2: 49,103 shares 49,103 $3.38M <0.01% +90 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: 80,553 shares; 2024Q4: 94,623 shares; 2025Q1: 83,720 shares; 2025Q2: 95,851 shares 95,851 $3.38M <0.01% +12,131 Timeline GDX 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: 83,996 shares; 2024Q4: 133,799 shares; 2025Q1: 60,469 shares; 2025Q2: 64,936 shares 64,936 $3.38M <0.01% +4,467 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,381 shares; 2024Q4: 95,741 shares; 2025Q1: 103,597 shares; 2025Q2: 105,572 shares 105,572 $3.36M <0.01% +1,975 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: 59,621 shares; 2024Q4: 54,269 shares; 2025Q1: 48,185 shares; 2025Q2: 44,233 shares 44,233 $3.35M <0.01% -3,952 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,437 shares; 2025Q1: 6,328 shares; 2025Q2: 11,159 shares 11,159 $3.32M <0.01% +4,831 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,716 shares; 2024Q4: 118,238 shares; 2025Q1: 129,442 shares; 2025Q2: 132,578 shares 132,578 $3.32M <0.01% +3,136 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,029 shares; 2024Q4: 38,090 shares; 2025Q1: 40,208 shares; 2025Q2: 40,028 shares 40,028 $3.29M <0.01% -180 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,166 shares; 2024Q4: 239,913 shares; 2025Q1: 240,051 shares; 2025Q2: 235,403 shares 235,403 $3.29M <0.01% -4,648 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,900 shares; 2024Q4: 30,241 shares; 2025Q1: 29,897 shares; 2025Q2: 31,599 shares 31,599 $3.26M <0.01% +1,702 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,389 shares 146,389 $3.26M <0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,739 shares; 2024Q4: 36,719 shares; 2025Q1: 36,352 shares; 2025Q2: 37,223 shares 37,223 $3.26M <0.01% +871 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 9,000 shares; 2025Q1: 9,607 shares; 2025Q2: 10,307 shares 10,307 $3.24M <0.01% +700 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,493 shares; 2024Q4: 73,290 shares; 2025Q1: 73,852 shares; 2025Q2: 95,681 shares 95,681 $3.24M <0.01% +21,829 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,599 shares; 2024Q4: 48,470 shares; 2025Q1: 46,235 shares; 2025Q2: 55,870 shares 55,870 $3.23M <0.01% +9,635 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,919 shares; 2024Q4: 34,844 shares; 2025Q1: 23,897 shares; 2025Q2: 22,623 shares 22,623 $3.22M <0.01% -1,274 Timeline AVES 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: 96,298 shares; 2024Q4: 91,543 shares; 2025Q1: 91,077 shares; 2025Q2: 60,184 shares 60,184 $3.22M <0.01% -30,893 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: 11,080 shares; 2024Q4: 9,688 shares; 2025Q1: 8,601 shares; 2025Q2: 8,372 shares 8,372 $3.22M <0.01% -229 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,796 shares; 2024Q4: 34,021 shares; 2025Q1: 4,620 shares; 2025Q2: 30,990 shares 30,990 $3.21M <0.01% +26,370 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: 54,187 shares; 2024Q4: 53,587 shares; 2025Q1: 51,507 shares; 2025Q2: 50,098 shares 50,098 $3.21M <0.01% -1,409 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,453 shares; 2024Q4: 53,892 shares; 2025Q1: 59,127 shares; 2025Q2: 72,312 shares 72,312 $3.2M <0.01% +13,185 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 118,316 shares 118,316 $3.2M <0.01% new Timeline BAB 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: 107,266 shares; 2024Q4: 109,187 shares; 2025Q1: 126,621 shares; 2025Q2: 119,985 shares 119,985 $3.18M <0.01% -6,636 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,266 shares; 2024Q4: 29,738 shares; 2025Q1: 32,154 shares; 2025Q2: 49,558 shares 49,558 $3.17M <0.01% +17,404 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,529 shares; 2024Q4: 151,513 shares; 2025Q1: 148,219 shares; 2025Q2: 156,499 shares 156,499 $3.14M <0.01% +8,280 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,973 shares; 2024Q4: 128,538 shares; 2025Q1: 139,923 shares; 2025Q2: 103,446 shares 103,446 $3.1M <0.01% -36,477 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,000 shares; 2024Q4: 1,182,699 shares; 2025Q1: 311,495 shares; 2025Q2: 1,136,000 shares 1,136,000 $3.1M <0.01% +824,505 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,388 shares; 2024Q4: 24,164 shares; 2025Q1: 33,002 shares; 2025Q2: 32,867 shares 32,867 $3.09M <0.01% -135 Timeline IYE 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: 57,989 shares; 2024Q4: 49,341 shares; 2025Q1: 19,941 shares; 2025Q2: 68,249 shares 68,249 $3.09M <0.01% +48,308 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: 1,735 shares; 2024Q4: 5,569 shares; 2025Q1: 6,618 shares; 2025Q2: 13,539 shares 13,539 $3.07M <0.01% +6,921 Timeline MLPX 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: 29,787 shares; 2024Q4: 56,468 shares; 2025Q1: 57,511 shares; 2025Q2: 49,019 shares 49,019 $3.07M <0.01% -8,492 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,387 shares; 2024Q4: 71,950 shares; 2025Q1: 77,180 shares; 2025Q2: 79,891 shares 79,891 $3.07M <0.01% +2,711 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: 87,271 shares; 2024Q4: 70,856 shares; 2025Q1: 65,887 shares; 2025Q2: 65,435 shares 65,435 $3.06M <0.01% -452 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: 21,565 shares; 2024Q4: 21,158 shares; 2025Q1: 21,277 shares; 2025Q2: 22,298 shares 22,298 $3.06M <0.01% +1,021 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,426 shares; 2024Q4: 12,807 shares; 2025Q1: 12,458 shares; 2025Q2: 12,668 shares 12,668 $3.06M <0.01% +210 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,263 shares; 2024Q4: 79,865 shares; 2025Q1: 78,933 shares; 2025Q2: 75,810 shares 75,810 $3.06M <0.01% -3,123 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: 136,518 shares; 2024Q4: 133,001 shares; 2025Q1: 130,741 shares; 2025Q2: 148,490 shares 148,490 $3.04M <0.01% +17,749 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: 51,715 shares; 2024Q4: 69,225 shares; 2025Q1: 64,540 shares; 2025Q2: 66,359 shares 66,359 $3.04M <0.01% +1,819 Timeline IYR 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: 51,845 shares; 2024Q4: 46,787 shares; 2025Q1: 43,838 shares; 2025Q2: 31,863 shares 31,863 $3.02M <0.01% -11,975 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,680 shares; 2024Q4: 81,956 shares; 2025Q1: 85,836 shares; 2025Q2: 84,875 shares 84,875 $3.01M <0.01% -961 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 78,598 shares; 2025Q1: 78,609 shares; 2025Q2: 78,558 shares 78,558 $3.01M <0.01% -51 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: 80,936 shares; 2024Q4: 74,705 shares; 2025Q1: 76,177 shares; 2025Q2: 75,739 shares 75,739 $3M <0.01% -438 Timeline DTD 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: 44,126 shares; 2024Q4: 37,567 shares; 2025Q1: 37,567 shares; 2025Q2: 37,567 shares 37,567 $2.99M <0.01% 0 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: 16,241 shares; 2024Q4: 15,757 shares; 2025Q1: 12,497 shares; 2025Q2: 13,633 shares 13,633 $2.97M <0.01% +1,136 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: 15,297 shares; 2024Q4: 12,405 shares; 2025Q1: 6,091 shares; 2025Q2: 12,010 shares 12,010 $2.96M <0.01% +5,919 Timeline DFSI 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: 133,132 shares; 2024Q4: 136,776 shares; 2025Q1: 145,511 shares; 2025Q2: 74,940 shares 74,940 $2.95M <0.01% -70,571 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: 14,682 shares; 2024Q4: 12,911 shares; 2025Q1: 16,283 shares; 2025Q2: 15,755 shares 15,755 $2.95M <0.01% -528 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: 58,052 shares; 2024Q4: 34,300 shares; 2025Q1: 37,138 shares; 2025Q2: 37,085 shares 37,085 $2.95M <0.01% -53 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,535 shares; 2024Q4: 145,189 shares; 2025Q1: 139,671 shares; 2025Q2: 259,225 shares 259,225 $2.93M <0.01% +119,554 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,192 shares; 2024Q4: 9,998 shares; 2025Q1: 9,841 shares; 2025Q2: 10,125 shares 10,125 $2.92M <0.01% +284 Timeline VTC 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: 63,440 shares; 2024Q4: 64,722 shares; 2025Q1: not reported; 2025Q2: 37,803 shares 37,803 $2.92M <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,016 shares; 2024Q4: 45,901 shares; 2025Q1: 50,250 shares; 2025Q2: 46,828 shares 46,828 $2.92M <0.01% -3,422 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: 83,514 shares; 2024Q4: 73,876 shares; 2025Q1: 87,573 shares; 2025Q2: 80,920 shares 80,920 $2.9M <0.01% -6,653 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,344 shares; 2024Q4: 47,782 shares; 2025Q1: 46,675 shares; 2025Q2: 48,532 shares 48,532 $2.9M <0.01% +1,857 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: 19,671 shares; 2024Q4: 15,842 shares; 2025Q1: 13,096 shares; 2025Q2: 12,160 shares 12,160 $2.89M <0.01% -936 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: 27,861 shares; 2024Q4: 23,621 shares; 2025Q1: 20,274 shares; 2025Q2: 20,086 shares 20,086 $2.88M <0.01% -188 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,170 shares; 2024Q4: 58,222 shares; 2025Q1: 58,091 shares; 2025Q2: 85,016 shares 85,016 $2.87M <0.01% +26,925 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,803 shares; 2024Q4: 16,734 shares; 2025Q1: 16,243 shares; 2025Q2: 18,566 shares 18,566 $2.86M <0.01% +2,323 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: 35,265 shares; 2024Q4: 33,041 shares; 2025Q1: 30,221 shares; 2025Q2: 29,676 shares 29,676 $2.85M <0.01% -545 Timeline EMB 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: 40,135 shares; 2024Q4: 42,088 shares; 2025Q1: 31,483 shares; 2025Q2: 30,649 shares 30,649 $2.84M <0.01% -834 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,146 shares; 2024Q4: 41,756 shares; 2025Q1: 39,387 shares; 2025Q2: 31,539 shares 31,539 $2.84M <0.01% -7,848 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,721 shares; 2024Q4: 27,521 shares; 2025Q1: 27,416 shares; 2025Q2: 26,531 shares 26,531 $2.82M <0.01% -885 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,190 shares; 2024Q4: 71,218 shares; 2025Q1: 68,925 shares; 2025Q2: 67,638 shares 67,638 $2.82M <0.01% -1,287 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: 5,520 shares; 2024Q4: 10,332 shares; 2025Q1: 8,135 shares; 2025Q2: 4,739 shares 4,739 $2.81M <0.01% -3,396 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,026 shares; 2024Q4: 34,941 shares; 2025Q1: 34,187 shares; 2025Q2: 34,963 shares 34,963 $2.81M <0.01% +776 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: 8,107 shares; 2024Q4: 7,634 shares; 2025Q1: 8,352 shares; 2025Q2: 19,454 shares 19,454 $2.8M <0.01% +11,102 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: 64,509 shares; 2024Q4: 259,553 shares; 2025Q1: 22,811 shares; 2025Q2: 29,352 shares 29,352 $2.8M <0.01% +6,541 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,880 shares; 2024Q4: 22,428 shares; 2025Q1: 31,823 shares; 2025Q2: 40,285 shares 40,285 $2.79M <0.01% +8,462 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC 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: not reported; 2025Q2: 269,031 shares 269,031 $2.78M <0.01% new Timeline HZO MARINEMAX INC More: the full row for MARINEMAX 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: not reported; 2025Q2: 110,451 shares 110,451 $2.78M <0.01% new Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,026 shares; 2024Q4: 282,798 shares; 2025Q1: 275,574 shares; 2025Q2: 240,626 shares 240,626 $2.76M <0.01% -34,948 GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,329 shares; 2024Q4: 65,344 shares; 2025Q1: 46,420 shares; 2025Q2: 46,730 shares 46,730 $2.76M <0.01% +310 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,133 shares; 2024Q4: 43,025 shares; 2025Q1: 38,381 shares; 2025Q2: 39,715 shares 39,715 $2.75M <0.01% +1,334 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,033 shares; 2024Q4: 60,780 shares; 2025Q1: 61,975 shares; 2025Q2: 61,404 shares 61,404 $2.75M <0.01% -571 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,745 shares; 2024Q4: 54,106 shares; 2025Q1: 62,028 shares; 2025Q2: 81,115 shares 81,115 $2.74M <0.01% +19,087 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 8,659 shares; 2025Q1: 9,784 shares; 2025Q2: 9,544 shares 9,544 $2.74M <0.01% -240 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,957 shares; 2024Q4: 44,193 shares; 2025Q1: 35,266 shares; 2025Q2: 44,099 shares 44,099 $2.72M <0.01% +8,833 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,575 shares; 2024Q4: 120,358 shares; 2025Q1: 118,725 shares; 2025Q2: 198,338 shares 198,338 $2.72M <0.01% +79,613 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,626 shares; 2024Q4: 45,520 shares; 2025Q1: 41,665 shares; 2025Q2: 37,235 shares 37,235 $2.72M <0.01% -4,430 Timeline EWU 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: 77,470 shares; 2024Q4: 68,720 shares; 2025Q1: 37,385 shares; 2025Q2: 68,218 shares 68,218 $2.71M <0.01% +30,833 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF 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: 21,860 shares; 2025Q1: not reported; 2025Q2: 45,244 shares 45,244 $2.7M <0.01% new Timeline AVGE 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: 36,778 shares; 2024Q4: 39,284 shares; 2025Q1: 39,913 shares; 2025Q2: 34,777 shares 34,777 $2.69M <0.01% -5,136 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,605 shares; 2024Q4: 98,522 shares; 2025Q1: 101,559 shares; 2025Q2: 97,373 shares 97,373 $2.69M <0.01% -4,186 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: 36,949 shares; 2024Q4: 39,367 shares; 2025Q1: 40,683 shares; 2025Q2: 40,855 shares 40,855 $2.68M <0.01% +172 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,433 shares; 2024Q4: 119,692 shares; 2025Q1: 121,231 shares; 2025Q2: 121,222 shares 121,222 $2.66M <0.01% -9 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,019 shares; 2024Q4: 61,539 shares; 2025Q1: not reported; 2025Q2: 65,101 shares 65,101 $2.65M <0.01% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,273 shares; 2024Q4: 9,755 shares; 2025Q1: 8,818 shares; 2025Q2: 8,428 shares 8,428 $2.65M <0.01% -390 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,439 shares; 2024Q4: 24,586 shares; 2025Q1: 25,977 shares; 2025Q2: 21,790 shares 21,790 $2.62M <0.01% -4,187 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 8,360 shares; 2025Q1: 9,911 shares; 2025Q2: 10,097 shares 10,097 $2.61M <0.01% +186 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,866 shares; 2024Q4: 46,249 shares; 2025Q1: 76,912 shares; 2025Q2: 72,402 shares 72,402 $2.61M <0.01% -4,510 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,508 shares; 2024Q4: 42,020 shares; 2025Q1: 34,334 shares; 2025Q2: 34,901 shares 34,901 $2.6M <0.01% +567 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: 25,734 shares; 2024Q4: 25,650 shares; 2025Q1: 27,660 shares; 2025Q2: 29,935 shares 29,935 $2.57M <0.01% +2,275 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,087 shares; 2024Q4: 38,429 shares; 2025Q1: 29,091 shares; 2025Q2: 38,092 shares 38,092 $2.57M <0.01% +9,001 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,013 shares; 2024Q4: 127,659 shares; 2025Q1: 113,086 shares; 2025Q2: 140,065 shares 140,065 $2.56M <0.01% +26,979 Timeline SUSL 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: 26,534 shares; 2024Q4: 24,967 shares; 2025Q1: 23,145 shares; 2025Q2: 23,602 shares 23,602 $2.56M <0.01% +457 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,680 shares; 2025Q1: 7,400 shares; 2025Q2: 7,874 shares 7,874 $2.55M <0.01% +474 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,157 shares; 2024Q4: 11,895 shares; 2025Q1: 20,186 shares; 2025Q2: 47,392 shares 47,392 $2.55M <0.01% +27,206 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,760 shares; 2024Q4: 58,592 shares; 2025Q1: 61,765 shares; 2025Q2: 75,409 shares 75,409 $2.54M <0.01% +13,644 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,189 shares; 2024Q4: 40,399 shares; 2025Q1: 34,539 shares; 2025Q2: 23,495 shares 23,495 $2.53M <0.01% -11,044 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: 134,315 shares; 2024Q4: 130,016 shares; 2025Q1: 127,550 shares; 2025Q2: 119,353 shares 119,353 $2.53M <0.01% -8,197 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,753 shares; 2024Q4: 53,108 shares; 2025Q1: 49,711 shares; 2025Q2: 49,111 shares 49,111 $2.52M <0.01% -600 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: 175,866 shares; 2024Q4: 191,794 shares; 2025Q1: 34,259 shares; 2025Q2: 150,724 shares 150,724 $2.52M <0.01% +116,465 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,778 shares; 2025Q1: 2,287 shares; 2025Q2: 2,140 shares 2,140 $2.51M <0.01% -147 BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,115 shares; 2024Q4: 23,379 shares; 2025Q1: 17,417 shares; 2025Q2: 22,684 shares 22,684 $2.51M <0.01% +5,267 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: 109,880 shares; 2024Q4: 104,596 shares; 2025Q1: 111,417 shares; 2025Q2: 122,856 shares 122,856 $2.5M <0.01% +11,439 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,233 shares; 2024Q4: 15,963 shares; 2025Q1: 16,688 shares; 2025Q2: 20,409 shares 20,409 $2.5M <0.01% +3,721 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: 28,335 shares; 2024Q4: 28,652 shares; 2025Q1: 25,158 shares; 2025Q2: 20,826 shares 20,826 $2.5M <0.01% -4,332 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,910 shares; 2024Q4: 32,900 shares; 2025Q1: 32,905 shares; 2025Q2: 33,924 shares 33,924 $2.49M <0.01% +1,019 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 5,304 shares; 2025Q1: 9,690 shares; 2025Q2: 25,239 shares 25,239 $2.49M <0.01% +15,549 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,301 shares; 2024Q4: 63,037 shares; 2025Q1: 65,149 shares; 2025Q2: 48,672 shares 48,672 $2.48M <0.01% -16,477 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,726 shares; 2024Q4: 48,821 shares; 2025Q1: 16,453 shares; 2025Q2: 21,716 shares 21,716 $2.48M <0.01% +5,263 Timeline DMXF 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: 29,203 shares; 2024Q4: 31,047 shares; 2025Q1: 32,847 shares; 2025Q2: 33,363 shares 33,363 $2.48M <0.01% +516 Timeline IDEV 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: 7,775 shares; 2024Q4: 26,757 shares; 2025Q1: 27,114 shares; 2025Q2: 32,524 shares 32,524 $2.47M <0.01% +5,410 Timeline IBDT 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: 693,982 shares; 2024Q4: 643,289 shares; 2025Q1: 120,622 shares; 2025Q2: 95,670 shares 95,670 $2.43M <0.01% -24,952 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,210 shares; 2024Q4: 19,456 shares; 2025Q1: 16,934 shares; 2025Q2: 14,778 shares 14,778 $2.43M <0.01% -2,156 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: 9,658 shares; 2025Q1: 11,230 shares; 2025Q2: 20,759 shares 20,759 $2.43M <0.01% +9,529 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: 12,207 shares; 2024Q4: 11,808 shares; 2025Q1: 6,897 shares; 2025Q2: 5,918 shares 5,918 $2.42M <0.01% -979 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: 5,838 shares; 2024Q4: 5,394 shares; 2025Q1: 11,783 shares; 2025Q2: 11,899 shares 11,899 $2.42M <0.01% +116 Timeline IBDS 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: 717,638 shares; 2025Q1: not reported; 2025Q2: 99,514 shares 99,514 $2.42M <0.01% new 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: 302,722 shares; 2024Q4: 309,715 shares; 2025Q1: 287,018 shares; 2025Q2: 290,197 shares 290,197 $2.41M <0.01% +3,179 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: 122,146 shares; 2024Q4: 152,900 shares; 2025Q1: 76,602 shares; 2025Q2: 74,008 shares 74,008 $2.4M <0.01% -2,594 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,093 shares; 2024Q4: 22,282 shares; 2025Q1: 25,343 shares; 2025Q2: 43,534 shares 43,534 $2.4M <0.01% +18,191 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,068 shares; 2024Q4: 17,265 shares; 2025Q1: 33,886 shares; 2025Q2: 33,114 shares 33,114 $2.39M <0.01% -772 Timeline EPP 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: 57,913 shares; 2024Q4: 53,813 shares; 2025Q1: 84,990 shares; 2025Q2: 48,415 shares 48,415 $2.39M <0.01% -36,575 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: 8,923 shares; 2024Q4: 8,981 shares; 2025Q1: 9,336 shares; 2025Q2: 8,846 shares 8,846 $2.39M <0.01% -490 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,468 shares; 2024Q4: 20,107 shares; 2025Q1: 19,829 shares; 2025Q2: 19,793 shares 19,793 $2.39M <0.01% -36 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: 12,819 shares; 2024Q4: 10,845 shares; 2025Q1: 12,153 shares; 2025Q2: 11,353 shares 11,353 $2.38M <0.01% -800 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,112 shares; 2024Q4: 71,873 shares; 2025Q1: 28,206 shares; 2025Q2: 32,448 shares 32,448 $2.38M <0.01% +4,242 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,685 shares; 2024Q4: 15,033 shares; 2025Q1: 14,604 shares; 2025Q2: 15,622 shares 15,622 $2.38M <0.01% +1,018 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,379 shares; 2024Q4: 18,849 shares; 2025Q1: 23,399 shares; 2025Q2: 24,393 shares 24,393 $2.36M <0.01% +994 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,794 shares; 2024Q4: 31,090 shares; 2025Q1: 29,438 shares; 2025Q2: 24,028 shares 24,028 $2.36M <0.01% -5,410 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 8,150 shares; 2025Q1: 8,397 shares; 2025Q2: 15,115 shares 15,115 $2.36M <0.01% +6,718 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,848 shares; 2024Q4: 48,200 shares; 2025Q1: 37,494 shares; 2025Q2: 38,794 shares 38,794 $2.36M <0.01% +1,300 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF 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: 22,697 shares; 2025Q2: 68,792 shares 68,792 $2.36M <0.01% +46,095 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,833 shares; 2024Q4: 50,293 shares; 2025Q1: 39,736 shares; 2025Q2: 43,331 shares 43,331 $2.35M <0.01% +3,595 Timeline IEV 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: 37,052 shares; 2024Q4: 36,979 shares; 2025Q1: 36,979 shares; 2025Q2: 37,117 shares 37,117 $2.35M <0.01% +138 Timeline IDU 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: 24,131 shares; 2024Q4: 22,118 shares; 2025Q1: 23,275 shares; 2025Q2: 22,450 shares 22,450 $2.35M <0.01% -825 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,107 shares; 2024Q4: 14,267 shares; 2025Q1: 14,252 shares; 2025Q2: 14,383 shares 14,383 $2.34M <0.01% +131 Timeline XOP 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: 23,395 shares; 2024Q4: 21,286 shares; 2025Q1: 6,225 shares; 2025Q2: 18,571 shares 18,571 $2.34M <0.01% +12,346 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,867 shares; 2024Q4: 153,502 shares; 2025Q1: 121,907 shares; 2025Q2: 121,164 shares 121,164 $2.33M <0.01% -743 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: 48,332 shares; 2024Q4: 48,962 shares; 2025Q1: 50,961 shares; 2025Q2: 51,333 shares 51,333 $2.32M <0.01% +372 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,369 shares; 2024Q4: 58,808 shares; 2025Q1: 50,755 shares; 2025Q2: 29,872 shares 29,872 $2.32M <0.01% -20,883 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,793 shares; 2024Q4: 30,922 shares; 2025Q1: 30,609 shares; 2025Q2: 27,179 shares 27,179 $2.32M <0.01% -3,430 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 18,053 shares; 2025Q1: 14,133 shares; 2025Q2: 12,834 shares 12,834 $2.31M <0.01% -1,299 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,849 shares; 2024Q4: 22,587 shares; 2025Q1: 21,387 shares; 2025Q2: 20,932 shares 20,932 $2.3M <0.01% -455 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,444 shares; 2024Q4: 46,416 shares; 2025Q1: 33,707 shares; 2025Q2: 35,049 shares 35,049 $2.3M <0.01% +1,342 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,646 shares; 2025Q1: 10,282 shares; 2025Q2: 8,370 shares 8,370 $2.29M <0.01% -1,912 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: not reported; 2025Q2: 167,300 shares 167,300 $2.29M <0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,764 shares; 2024Q4: 22,836 shares; 2025Q1: 21,316 shares; 2025Q2: 21,524 shares 21,524 $2.29M <0.01% +208 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,742 shares; 2024Q4: 106,242 shares; 2025Q1: 116,199 shares; 2025Q2: 174,476 shares 174,476 $2.28M <0.01% +58,277 Timeline UPRO 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: 30,950 shares; 2024Q4: 17,400 shares; 2025Q1: 18,995 shares; 2025Q2: 24,907 shares 24,907 $2.28M <0.01% +5,912 Timeline CNVS CINEVERSE CORP More: the full row for CINEVERSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,249 shares; 2024Q4: 376,249 shares; 2025Q1: not reported; 2025Q2: 476,249 shares 476,249 $2.28M <0.01% new Timeline DGRO 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: 184,515 shares; 2024Q4: 34,158 shares; 2025Q1: 33,889 shares; 2025Q2: 35,514 shares 35,514 $2.27M <0.01% +1,625 Timeline IYH 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: 21,812 shares; 2024Q4: 21,864 shares; 2025Q1: 11,070 shares; 2025Q2: 40,180 shares 40,180 $2.27M <0.01% +29,110 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,678 shares; 2025Q1: 2,476 shares; 2025Q2: 12,532 shares 12,532 $2.27M <0.01% +10,056 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: 17,660 shares; 2024Q4: 16,211 shares; 2025Q1: 10,533 shares; 2025Q2: 11,972 shares 11,972 $2.27M <0.01% +1,439 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: 30,649 shares; 2024Q4: 33,891 shares; 2025Q1: 29,231 shares; 2025Q2: 19,629 shares 19,629 $2.26M <0.01% -9,602 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,722 shares; 2024Q4: 87,618 shares; 2025Q1: 103,222 shares; 2025Q2: 125,291 shares 125,291 $2.26M <0.01% +22,069 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,143 shares; 2024Q4: 31,531 shares; 2025Q1: 19,519 shares; 2025Q2: 21,623 shares 21,623 $2.25M <0.01% +2,104 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,317 shares; 2025Q1: 49,712 shares; 2025Q2: 45,874 shares 45,874 $2.25M <0.01% -3,838 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,716 shares; 2024Q4: 132,874 shares; 2025Q1: 111,491 shares; 2025Q2: 120,898 shares 120,898 $2.24M <0.01% +9,407 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,590 shares; 2024Q4: 20,115 shares; 2025Q1: 20,480 shares; 2025Q2: 20,524 shares 20,524 $2.24M <0.01% +44 Timeline IBDR 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: 660,565 shares; 2025Q1: not reported; 2025Q2: 91,646 shares 91,646 $2.22M <0.01% new Timeline DXJ 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: 18,421 shares; 2024Q4: 17,649 shares; 2025Q1: 18,794 shares; 2025Q2: 19,441 shares 19,441 $2.22M <0.01% +647 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: 131,920 shares; 2024Q4: 131,018 shares; 2025Q1: 101,994 shares; 2025Q2: 36,078 shares 36,078 $2.21M <0.01% -65,916 LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,778 shares; 2024Q4: 34,359 shares; 2025Q1: 35,067 shares; 2025Q2: 36,439 shares 36,439 $2.2M <0.01% +1,372 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 3,114 shares; 2025Q1: 4,067 shares; 2025Q2: 7,483 shares 7,483 $2.2M <0.01% +3,416 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,680 shares; 2024Q4: 22,420 shares; 2025Q1: 27,227 shares; 2025Q2: 26,642 shares 26,642 $2.2M <0.01% -585 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,751 shares; 2024Q4: 36,931 shares; 2025Q1: 26,417 shares; 2025Q2: 27,597 shares 27,597 $2.2M <0.01% +1,180 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,424 shares; 2024Q4: 56,506 shares; 2025Q1: 48,467 shares; 2025Q2: 31,207 shares 31,207 $2.2M <0.01% -17,260 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 7,093 shares; 2025Q1: 2,072 shares; 2025Q2: 6,494 shares 6,494 $2.19M <0.01% +4,422 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 12,733 shares; 2025Q1: 12,869 shares; 2025Q2: 11,062 shares 11,062 $2.18M <0.01% -1,807 Timeline