DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,389 shares; 2024Q4: 321,619 shares; 2025Q1: 295,139 shares; 2025Q2: 296,713 shares; 2025Q3: 300,343 shares 300,343 $11.2M 0.02% +3,630 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,026 shares; 2024Q4: 64,207 shares; 2025Q1: 64,935 shares; 2025Q2: 106,993 shares; 2025Q3: 107,915 shares 107,915 $11.2M 0.02% +922 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,912 shares; 2024Q4: 50,191 shares; 2025Q1: 48,681 shares; 2025Q2: 48,741 shares; 2025Q3: 51,955 shares 51,955 $11.1M 0.02% +3,214 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,088 shares; 2024Q4: 94,259 shares; 2025Q1: 91,616 shares; 2025Q2: 91,449 shares; 2025Q3: 78,719 shares 78,719 $11M 0.02% -12,730 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,563 shares; 2024Q4: 90,111 shares; 2025Q1: 89,275 shares; 2025Q2: 81,580 shares; 2025Q3: 78,079 shares 78,079 $10.9M 0.02% -3,501 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,792 shares; 2024Q4: 34,972 shares; 2025Q1: 39,536 shares; 2025Q2: 37,843 shares; 2025Q3: 32,423 shares 32,423 $10.8M 0.02% -5,420 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,658 shares; 2024Q4: 276,121 shares; 2025Q1: 145,498 shares; 2025Q2: 81,786 shares; 2025Q3: 71,554 shares 71,554 $10.7M 0.02% -10,232 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,646 shares; 2024Q4: 127,536 shares; 2025Q1: 119,432 shares; 2025Q2: 66,289 shares; 2025Q3: 61,224 shares 61,224 $10.7M 0.02% -5,065 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,234 shares; 2025Q3: 222,496 shares 222,496 $10.7M 0.02% +211,262 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,891 shares; 2024Q4: 567,148 shares; 2025Q1: 557,681 shares; 2025Q2: 264,758 shares; 2025Q3: 230,212 shares 230,212 $10.5M 0.02% -34,546 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,104 shares; 2024Q4: 1,656,596 shares; 2025Q1: 2,107,962 shares; 2025Q2: 409,241 shares; 2025Q3: 248,794 shares 248,794 $10.5M 0.02% -160,447 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,517 shares; 2024Q4: 210,014 shares; 2025Q1: 216,355 shares; 2025Q2: 225,699 shares; 2025Q3: 230,878 shares 230,878 $10.4M 0.02% +5,179 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,448 shares; 2025Q1: 17,660 shares; 2025Q2: 85,507 shares; 2025Q3: 194,695 shares 194,695 $10.4M 0.02% +109,188 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,894 shares; 2024Q4: 97,514 shares; 2025Q1: 95,357 shares; 2025Q2: 102,775 shares; 2025Q3: 97,059 shares 97,059 $10.4M 0.02% -5,716 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,691 shares; 2024Q4: 395,523 shares; 2025Q1: 346,197 shares; 2025Q2: 235,009 shares; 2025Q3: 123,365 shares 123,365 $10.3M 0.02% -111,644 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,435 shares; 2024Q4: 140,624 shares; 2025Q1: 133,525 shares; 2025Q2: 132,464 shares; 2025Q3: 130,957 shares 130,957 $10.2M 0.02% -1,507 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,727 shares; 2024Q4: 48,628 shares; 2025Q1: 46,322 shares; 2025Q2: 46,571 shares; 2025Q3: 52,700 shares 52,700 $10.2M 0.02% +6,129 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,671 shares; 2024Q4: 134,128 shares; 2025Q1: 130,004 shares; 2025Q2: 130,392 shares; 2025Q3: 125,439 shares 125,439 $10.1M 0.02% -4,953 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,345 shares; 2024Q4: 1,469,361 shares; 2025Q1: 912,281 shares; 2025Q2: 466,498 shares; 2025Q3: 256,427 shares 256,427 $10M 0.02% -210,071 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,167 shares; 2024Q4: 104,536 shares; 2025Q1: 111,281 shares; 2025Q2: 104,589 shares; 2025Q3: 110,985 shares 110,985 $9.99M 0.02% +6,396 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,565 shares; 2024Q4: 82,090 shares; 2025Q1: 79,539 shares; 2025Q2: 79,136 shares; 2025Q3: 74,583 shares 74,583 $9.97M 0.02% -4,553 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,016 shares; 2024Q4: 69,584 shares; 2025Q1: 66,886 shares; 2025Q2: 60,721 shares; 2025Q3: 57,445 shares 57,445 $9.93M 0.02% -3,276 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 9,211 shares; 2025Q1: 205,056 shares; 2025Q2: 194,878 shares; 2025Q3: 191,775 shares 191,775 $9.82M 0.02% -3,103 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,592 shares; 2024Q4: 105,232 shares; 2025Q1: 219,538 shares; 2025Q2: 55,340 shares; 2025Q3: 47,344 shares 47,344 $9.78M 0.02% -7,996 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,233 shares; 2024Q4: 22,884 shares; 2025Q1: 21,886 shares; 2025Q2: 17,198 shares; 2025Q3: 17,372 shares 17,372 $9.77M 0.02% +174 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,473 shares; 2024Q4: 181,159 shares; 2025Q1: 168,608 shares; 2025Q2: 141,570 shares; 2025Q3: 136,052 shares 136,052 $9.73M 0.02% -5,518 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,759 shares; 2024Q4: 121,453 shares; 2025Q1: 115,759 shares; 2025Q2: 528,526 shares; 2025Q3: 278,282 shares 278,282 $9.65M 0.02% -250,244 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,136 shares; 2024Q4: 430,942 shares; 2025Q1: 427,717 shares; 2025Q2: 418,093 shares; 2025Q3: 392,214 shares 392,214 $9.63M 0.02% -25,879 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,442 shares; 2024Q4: 148,790 shares; 2025Q1: 156,984 shares; 2025Q2: 146,277 shares; 2025Q3: 102,398 shares 102,398 $9.54M 0.02% -43,879 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,006 shares; 2024Q4: 126,473 shares; 2025Q1: 128,934 shares; 2025Q2: 148,381 shares; 2025Q3: 182,419 shares 182,419 $9.54M 0.02% +34,038 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,029 shares; 2024Q4: 38,090 shares; 2025Q1: 40,208 shares; 2025Q2: 40,028 shares; 2025Q3: 111,998 shares 111,998 $9.5M 0.01% +71,970 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,562 shares; 2024Q4: 18,991 shares; 2025Q1: 31,043 shares; 2025Q2: 31,715 shares; 2025Q3: 31,682 shares 31,682 $9.49M 0.01% -33 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,701 shares; 2024Q4: 358,650 shares; 2025Q1: 132,596 shares; 2025Q2: 118,470 shares; 2025Q3: 112,361 shares 112,361 $9.48M 0.01% -6,109 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,276 shares; 2024Q4: 44,305 shares; 2025Q1: 50,788 shares; 2025Q2: 48,338 shares; 2025Q3: 55,379 shares 55,379 $9.46M 0.01% +7,041 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,622 shares; 2024Q4: 38,050 shares; 2025Q1: 41,570 shares; 2025Q2: 36,607 shares; 2025Q3: 52,884 shares 52,884 $9.45M 0.01% +16,277 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,313 shares; 2024Q4: 44,463 shares; 2025Q1: 81,962 shares; 2025Q2: 95,558 shares; 2025Q3: 96,366 shares 96,366 $9.43M 0.01% +808 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,960 shares; 2024Q4: 274,790 shares; 2025Q1: 208,474 shares; 2025Q2: 194,222 shares; 2025Q3: 185,190 shares 185,190 $9.34M 0.01% -9,032 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,556 shares; 2024Q4: 144,167 shares; 2025Q1: 141,415 shares; 2025Q2: 131,078 shares; 2025Q3: 82,588 shares 82,588 $9.33M 0.01% -48,490 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,961 shares; 2024Q4: 91,355 shares; 2025Q1: 88,046 shares; 2025Q2: 89,180 shares; 2025Q3: 94,418 shares 94,418 $9.24M 0.01% +5,238 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,825 shares; 2024Q4: 68,495 shares; 2025Q1: 68,596 shares; 2025Q2: 60,835 shares; 2025Q3: 56,772 shares 56,772 $9.19M 0.01% -4,063 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,242 shares; 2024Q4: 219,200 shares; 2025Q1: 222,299 shares; 2025Q2: 204,287 shares; 2025Q3: 206,034 shares 206,034 $9.18M 0.01% +1,747 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,838 shares; 2024Q4: 140,118 shares; 2025Q1: 82,817 shares; 2025Q2: 64,892 shares; 2025Q3: 52,309 shares 52,309 $9.15M 0.01% -12,583 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,097 shares; 2024Q4: 266,817 shares; 2025Q1: 250,789 shares; 2025Q2: 248,659 shares; 2025Q3: 312,937 shares 312,937 $9.01M 0.01% +64,278 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,027 shares; 2024Q4: 42,588 shares; 2025Q1: 45,201 shares; 2025Q2: 43,901 shares; 2025Q3: 50,152 shares 50,152 $8.93M 0.01% +6,251 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,186 shares; 2024Q4: 69,976 shares; 2025Q1: 79,580 shares; 2025Q2: 93,345 shares; 2025Q3: 92,487 shares 92,487 $8.92M 0.01% -858 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,751 shares; 2024Q4: 456,175 shares; 2025Q1: 460,893 shares; 2025Q2: 239,717 shares; 2025Q3: 207,477 shares 207,477 $8.87M 0.01% -32,240 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,656 shares; 2024Q4: 57,386 shares; 2025Q1: 44,712 shares; 2025Q2: 37,270 shares; 2025Q3: 45,134 shares 45,134 $8.86M 0.01% +7,864 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,319 shares; 2024Q4: 143,777 shares; 2025Q1: 131,563 shares; 2025Q2: 133,227 shares; 2025Q3: 127,968 shares 127,968 $8.84M 0.01% -5,259 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,593 shares; 2024Q4: 123,062 shares; 2025Q1: 251,014 shares; 2025Q2: 126,127 shares; 2025Q3: 141,367 shares 141,367 $8.71M 0.01% +15,240 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 13,362 shares; 2025Q1: 12,526 shares; 2025Q2: 13,208 shares; 2025Q3: 13,237 shares 13,237 $8.6M 0.01% +29 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,919 shares; 2024Q4: 356,252 shares; 2025Q1: 347,261 shares; 2025Q2: 344,221 shares; 2025Q3: 30,551 shares 30,551 $8.58M 0.01% -313,670 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,242 shares; 2024Q4: 185,908 shares; 2025Q1: 179,366 shares; 2025Q2: 180,210 shares; 2025Q3: 181,025 shares 181,025 $8.56M 0.01% +815 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 228,390 shares; 2025Q2: 236,612 shares; 2025Q3: 242,686 shares 242,686 $8.54M 0.01% +6,074 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,039 shares; 2024Q4: 158,399 shares; 2025Q1: 166,627 shares; 2025Q2: 166,168 shares; 2025Q3: 167,984 shares 167,984 $8.5M 0.01% +1,816 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,359 shares; 2024Q4: 84,435 shares; 2025Q1: 101,649 shares; 2025Q2: 127,991 shares; 2025Q3: 140,024 shares 140,024 $8.47M 0.01% +12,033 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,528 shares; 2024Q4: 274,462 shares; 2025Q1: 245,473 shares; 2025Q2: 235,440 shares; 2025Q3: 226,956 shares 226,956 $8.43M 0.01% -8,484 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,239 shares; 2024Q4: 152,165 shares; 2025Q1: 149,856 shares; 2025Q2: 145,133 shares; 2025Q3: 146,470 shares 146,470 $8.31M 0.01% +1,337 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,166 shares; 2024Q4: 59,202 shares; 2025Q1: 56,778 shares; 2025Q2: 57,318 shares; 2025Q3: 74,957 shares 74,957 $8.29M 0.01% +17,639 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,535 shares; 2024Q4: 111,663 shares; 2025Q1: 96,314 shares; 2025Q2: 98,658 shares; 2025Q3: 95,028 shares 95,028 $8.29M 0.01% -3,630 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,574 shares; 2024Q4: 230,583 shares; 2025Q1: 235,692 shares; 2025Q2: 770,567 shares; 2025Q3: 252,670 shares 252,670 $8.29M 0.01% -517,897 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,212 shares; 2024Q4: 93,590 shares; 2025Q1: 192,334 shares; 2025Q2: 89,866 shares; 2025Q3: 89,147 shares 89,147 $8.24M 0.01% -719 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,590 shares; 2024Q4: 17,796 shares; 2025Q1: 17,700 shares; 2025Q2: 79,936 shares; 2025Q3: 80,740 shares 80,740 $8.18M 0.01% +804 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,724 shares; 2024Q4: 163,286 shares; 2025Q1: 142,965 shares; 2025Q2: 145,717 shares; 2025Q3: 138,662 shares 138,662 $8.18M 0.01% -7,055 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,223 shares; 2024Q4: 339,848 shares; 2025Q1: 408,436 shares; 2025Q2: 413,221 shares; 2025Q3: 503,142 shares 503,142 $8.17M 0.01% +89,921 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,817 shares; 2025Q2: 132,856 shares; 2025Q3: 303,487 shares 303,487 $8.15M 0.01% +170,631 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,946 shares; 2024Q4: 64,999 shares; 2025Q1: 81,357 shares; 2025Q2: 81,884 shares; 2025Q3: 96,478 shares 96,478 $8.13M 0.01% +14,594 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,860 shares; 2024Q4: 86,000 shares; 2025Q1: 97,312 shares; 2025Q2: 111,499 shares; 2025Q3: 104,427 shares 104,427 $8.12M 0.01% -7,072 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,146 shares; 2024Q4: 107,129 shares; 2025Q1: 107,392 shares; 2025Q2: 119,953 shares; 2025Q3: 99,646 shares 99,646 $8.09M 0.01% -20,307 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,221 shares; 2024Q4: 103,977 shares; 2025Q1: 100,477 shares; 2025Q2: 53,400 shares; 2025Q3: 52,951 shares 52,951 $8.07M 0.01% -449 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,631 shares; 2024Q4: 154,849 shares; 2025Q1: 136,408 shares; 2025Q2: 148,462 shares; 2025Q3: 98,737 shares 98,737 $8M 0.01% -49,725 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,419 shares; 2024Q4: 427,682 shares; 2025Q1: 242,026 shares; 2025Q2: 460,633 shares; 2025Q3: 467,328 shares 467,328 $7.97M 0.01% +6,695 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,204 shares; 2024Q4: 22,987 shares; 2025Q1: 23,901 shares; 2025Q2: 22,033 shares; 2025Q3: 22,931 shares 22,931 $7.95M 0.01% +898 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,947 shares; 2024Q4: 61,039 shares; 2025Q1: 59,092 shares; 2025Q2: 64,302 shares; 2025Q3: 62,763 shares 62,763 $7.91M 0.01% -1,539 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 8,265 shares; 2025Q1: 16,710 shares; 2025Q2: 21,693 shares; 2025Q3: 28,531 shares 28,531 $7.76M 0.01% +6,838 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,772 shares; 2024Q4: 86,210 shares; 2025Q1: 83,708 shares; 2025Q2: 79,848 shares; 2025Q3: 74,801 shares 74,801 $7.76M 0.01% -5,047 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,842 shares; 2024Q4: 32,883 shares; 2025Q1: 24,695 shares; 2025Q2: 25,001 shares; 2025Q3: 26,987 shares 26,987 $7.75M 0.01% +1,986 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,651,226 shares 1,651,226 $7.74M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,861 shares; 2024Q4: 137,547 shares; 2025Q1: 136,232 shares; 2025Q2: 129,800 shares; 2025Q3: 134,218 shares 134,218 $7.59M 0.01% +4,418 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,609 shares; 2024Q4: 435,523 shares; 2025Q1: 442,957 shares; 2025Q2: 415,576 shares; 2025Q3: 404,430 shares 404,430 $7.56M 0.01% -11,146 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,580 shares; 2024Q4: 62,690 shares; 2025Q1: 70,174 shares; 2025Q2: 68,418 shares; 2025Q3: 71,008 shares 71,008 $7.53M 0.01% +2,590 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,170 shares; 2024Q4: 60,739 shares; 2025Q1: 59,961 shares; 2025Q2: 59,745 shares; 2025Q3: 59,665 shares 59,665 $7.51M 0.01% -80 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,160 shares; 2024Q4: 76,607 shares; 2025Q1: 153,570 shares; 2025Q2: 69,348 shares; 2025Q3: 67,361 shares 67,361 $7.51M 0.01% -1,987 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,343 shares; 2024Q4: 11,010 shares; 2025Q1: 85,804 shares; 2025Q2: 83,431 shares; 2025Q3: 83,776 shares 83,776 $7.5M 0.01% +345 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,523 shares; 2024Q4: 62,657 shares; 2025Q1: 59,107 shares; 2025Q2: 66,203 shares; 2025Q3: 84,038 shares 84,038 $7.48M 0.01% +17,835 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,827 shares; 2024Q4: 104,081 shares; 2025Q1: 57,431 shares; 2025Q2: 50,933 shares; 2025Q3: 28,326 shares 28,326 $7.43M 0.01% -22,607 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,741 shares; 2024Q4: 101,749 shares; 2025Q1: 78,617 shares; 2025Q2: 79,908 shares; 2025Q3: 77,844 shares 77,844 $7.43M 0.01% -2,064 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,823 shares; 2024Q4: 28,454 shares; 2025Q1: 33,828 shares; 2025Q2: 36,920 shares; 2025Q3: 36,323 shares 36,323 $7.43M 0.01% -597 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,739 shares; 2024Q4: 58,276 shares; 2025Q1: 56,295 shares; 2025Q2: 55,680 shares; 2025Q3: 35,447 shares 35,447 $7.42M 0.01% -20,233 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,502 shares; 2024Q4: 71,272 shares; 2025Q1: 66,196 shares; 2025Q2: 61,296 shares; 2025Q3: 54,320 shares 54,320 $7.36M 0.01% -6,976 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,144 shares; 2024Q4: 28,194 shares; 2025Q1: 25,980 shares; 2025Q2: 27,950 shares; 2025Q3: 33,846 shares 33,846 $7.35M 0.01% +5,896 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,112 shares; 2024Q4: 26,790 shares; 2025Q1: 27,923 shares; 2025Q2: 26,755 shares; 2025Q3: 27,979 shares 27,979 $7.28M 0.01% +1,224 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,360 shares; 2024Q4: 55,767 shares; 2025Q1: 55,552 shares; 2025Q2: 53,911 shares; 2025Q3: 66,666 shares 66,666 $7.24M 0.01% +12,755 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,755 shares; 2024Q4: 117,950 shares; 2025Q1: 99,038 shares; 2025Q2: 80,531 shares; 2025Q3: 73,042 shares 73,042 $7.24M 0.01% -7,489 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,901 shares; 2024Q4: 34,778 shares; 2025Q1: 31,551 shares; 2025Q2: 30,431 shares; 2025Q3: 31,676 shares 31,676 $7.21M 0.01% +1,245 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,102 shares; 2025Q1: 3,639 shares; 2025Q2: 7,846 shares; 2025Q3: 7,721 shares 7,721 $7.21M 0.01% -125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,995 shares; 2024Q4: 150,314 shares; 2025Q1: 141,981 shares; 2025Q2: 120,827 shares; 2025Q3: 113,354 shares 113,354 $7.21M 0.01% -7,473 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,550 shares; 2024Q4: 214,281 shares; 2025Q1: 228,468 shares; 2025Q2: 169,888 shares; 2025Q3: 161,949 shares 161,949 $7.2M 0.01% -7,939 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,588 shares; 2024Q4: 98,668 shares; 2025Q1: 82,171 shares; 2025Q2: 77,959 shares; 2025Q3: 69,788 shares 69,788 $7.19M 0.01% -8,171 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,729 shares; 2024Q4: 169,662 shares; 2025Q1: 171,002 shares; 2025Q2: 143,970 shares; 2025Q3: 144,207 shares 144,207 $7.16M 0.01% +237 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,859 shares; 2024Q4: 92,765 shares; 2025Q1: 92,029 shares; 2025Q2: 107,536 shares; 2025Q3: 112,007 shares 112,007 $7.13M 0.01% +4,471 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,730 shares; 2024Q4: 18,689 shares; 2025Q1: 17,256 shares; 2025Q2: 17,800 shares; 2025Q3: 16,959 shares 16,959 $7.11M 0.01% -841 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,803 shares; 2024Q4: 20,780 shares; 2025Q1: 18,100 shares; 2025Q2: 24,583 shares; 2025Q3: 29,788 shares 29,788 $7.03M 0.01% +5,205 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264,549 shares; 2025Q1: 600,526 shares; 2025Q2: 537,572 shares; 2025Q3: 527,765 shares 527,765 $7.03M 0.01% -9,807 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 26,342 shares; 2025Q1: 24,724 shares; 2025Q2: 19,057 shares; 2025Q3: 20,062 shares 20,062 $7.03M 0.01% +1,005 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,418 shares; 2024Q4: 168,616 shares; 2025Q1: 144,972 shares; 2025Q2: 146,510 shares; 2025Q3: 115,505 shares 115,505 $7.02M 0.01% -31,005 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,916 shares; 2024Q4: 162,803 shares; 2025Q1: 112,493 shares; 2025Q2: 95,186 shares; 2025Q3: 95,376 shares 95,376 $7.02M 0.01% +190 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,608 shares; 2025Q1: 12,201 shares; 2025Q2: 18,153 shares; 2025Q3: 81,360 shares 81,360 $7.01M 0.01% +63,207 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,266 shares; 2024Q4: 29,738 shares; 2025Q1: 32,154 shares; 2025Q2: 49,558 shares; 2025Q3: 58,270 shares 58,270 $7M 0.01% +8,712 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,687 shares; 2024Q4: 43,009 shares; 2025Q1: 42,127 shares; 2025Q2: 40,538 shares; 2025Q3: 39,130 shares 39,130 $6.92M 0.01% -1,408 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,257 shares; 2024Q4: 115,942 shares; 2025Q1: 110,713 shares; 2025Q2: 104,276 shares; 2025Q3: 48,874 shares 48,874 $6.92M 0.01% -55,402 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 8,182 shares; 2025Q1: 7,000 shares; 2025Q2: 7,894 shares; 2025Q3: 9,636 shares 9,636 $6.92M 0.01% +1,742 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,575 shares; 2024Q4: 47,623 shares; 2025Q1: 45,100 shares; 2025Q2: 43,651 shares; 2025Q3: 26,581 shares 26,581 $6.9M 0.01% -17,070 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,729 shares; 2024Q4: 30,799 shares; 2025Q1: 30,475 shares; 2025Q2: 43,039 shares; 2025Q3: 48,105 shares 48,105 $6.89M 0.01% +5,066 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,826 shares; 2024Q4: 61,902 shares; 2025Q1: 59,714 shares; 2025Q2: 59,513 shares; 2025Q3: 79,255 shares 79,255 $6.88M 0.01% +19,742 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,318 shares; 2024Q4: 129,253 shares; 2025Q1: not reported; 2025Q2: 115,558 shares; 2025Q3: 114,137 shares 114,137 $6.84M 0.01% -1,421 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,944 shares; 2024Q4: 44,413 shares; 2025Q1: 47,354 shares; 2025Q2: 41,335 shares; 2025Q3: 41,403 shares 41,403 $6.78M 0.01% +68 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,531 shares; 2024Q4: 59,878 shares; 2025Q1: 50,649 shares; 2025Q2: 50,744 shares; 2025Q3: 47,880 shares 47,880 $6.77M 0.01% -2,864 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,439 shares; 2024Q4: 161,227 shares; 2025Q1: 157,899 shares; 2025Q2: 124,354 shares; 2025Q3: 172,033 shares 172,033 $6.75M 0.01% +47,679 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,338 shares; 2024Q4: 71,004 shares; 2025Q1: 147,236 shares; 2025Q2: 72,854 shares; 2025Q3: 69,705 shares 69,705 $6.72M 0.01% -3,149 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,514 shares; 2024Q4: 130,678 shares; 2025Q1: 202,453 shares; 2025Q2: 200,646 shares; 2025Q3: 1,132,785 shares 1,132,785 $6.72M 0.01% +932,139 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,659 shares; 2024Q4: 192,474 shares; 2025Q1: 192,011 shares; 2025Q2: 151,057 shares; 2025Q3: 157,209 shares 157,209 $6.68M 0.01% +6,152 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,495 shares; 2024Q4: 38,211 shares; 2025Q1: 36,329 shares; 2025Q2: 36,055 shares; 2025Q3: 35,637 shares 35,637 $6.67M 0.01% -418 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,646 shares; 2024Q4: 84,094 shares; 2025Q1: 74,240 shares; 2025Q2: 74,741 shares; 2025Q3: 72,956 shares 72,956 $6.66M 0.01% -1,785 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,133 shares; 2024Q4: 34,988 shares; 2025Q1: 33,663 shares; 2025Q2: 32,809 shares; 2025Q3: 47,256 shares 47,256 $6.59M 0.01% +14,447 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,019 shares; 2024Q4: 48,024 shares; 2025Q1: 44,689 shares; 2025Q2: 46,829 shares; 2025Q3: 50,463 shares 50,463 $6.55M 0.01% +3,634 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,006 shares; 2024Q4: 164,766 shares; 2025Q1: 199,660 shares; 2025Q2: 129,955 shares; 2025Q3: 109,342 shares 109,342 $6.53M 0.01% -20,613 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,716 shares; 2024Q4: 13,744 shares; 2025Q1: 15,573 shares; 2025Q2: 11,830 shares; 2025Q3: 11,923 shares 11,923 $6.52M 0.01% +93 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,174 shares; 2024Q4: 91,423 shares; 2025Q1: 57,543 shares; 2025Q2: 81,973 shares; 2025Q3: 97,447 shares 97,447 $6.48M 0.01% +15,474 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,146 shares; 2024Q4: 41,756 shares; 2025Q1: 39,387 shares; 2025Q2: 31,539 shares; 2025Q3: 47,000 shares 47,000 $6.47M 0.01% +15,461 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,139 shares; 2024Q4: 38,893 shares; 2025Q1: 49,784 shares; 2025Q2: 50,393 shares; 2025Q3: 57,137 shares 57,137 $6.47M 0.01% +6,744 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,533 shares; 2024Q4: 36,723 shares; 2025Q1: 33,401 shares; 2025Q2: 30,975 shares; 2025Q3: 43,817 shares 43,817 $6.46M 0.01% +12,842 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,794 shares; 2024Q4: 89,050 shares; 2025Q1: 84,375 shares; 2025Q2: 76,797 shares; 2025Q3: 79,264 shares 79,264 $6.46M 0.01% +2,467 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,134 shares; 2024Q4: 227,293 shares; 2025Q1: 200,420 shares; 2025Q2: 209,771 shares; 2025Q3: 223,477 shares 223,477 $6.46M 0.01% +13,706 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,952 shares; 2024Q4: 94,066 shares; 2025Q1: 86,874 shares; 2025Q2: 75,913 shares; 2025Q3: 82,907 shares 82,907 $6.45M 0.01% +6,994 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,890 shares; 2024Q4: 48,098 shares; 2025Q1: 44,496 shares; 2025Q2: 36,926 shares; 2025Q3: 27,071 shares 27,071 $6.36M 0.01% -9,855 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,301 shares; 2024Q4: 106,239 shares; 2025Q1: 127,472 shares; 2025Q2: 104,855 shares; 2025Q3: 119,185 shares 119,185 $6.35M 0.01% +14,330 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,039 shares; 2025Q2: 19,114 shares; 2025Q3: 134,985 shares 134,985 $6.34M 0.01% +115,871 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 3,023 shares; 2025Q1: 3,070 shares; 2025Q2: 3,233 shares; 2025Q3: 3,317 shares 3,317 $6.34M 0.01% +84 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229,102 shares; 2025Q3: 250,924 shares 250,924 $6.32M 0.01% +21,822 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,920 shares; 2024Q4: 131,018 shares; 2025Q1: 101,994 shares; 2025Q2: 36,078 shares; 2025Q3: 105,581 shares 105,581 $6.3M 0.01% +69,503 ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,825,376 shares 2,825,376 $6.3M 0.01% -102,333 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,300 shares; 2024Q4: 177,878 shares; 2025Q1: 159,715 shares; 2025Q2: 159,609 shares; 2025Q3: 154,473 shares 154,473 $6.28M 0.01% -5,136 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,577 shares; 2024Q4: 79,659 shares; 2025Q1: 58,130 shares; 2025Q2: 83,858 shares; 2025Q3: 62,514 shares 62,514 $6.24M 0.01% -21,344 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201,717 shares; 2025Q3: 239,606 shares 239,606 $6.21M 0.01% +37,889 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,389 shares; 2024Q4: 122,496 shares; 2025Q1: not reported; 2025Q2: 164,371 shares; 2025Q3: 209,063 shares 209,063 $6.19M 0.01% +44,692 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,934 shares; 2024Q4: 87,701 shares; 2025Q1: 83,810 shares; 2025Q2: 83,849 shares; 2025Q3: 84,949 shares 84,949 $6.17M 0.01% +1,100 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,523 shares; 2024Q4: 28,251 shares; 2025Q1: 22,649 shares; 2025Q2: 23,754 shares; 2025Q3: 23,800 shares 23,800 $6.15M 0.01% +46 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 23,623 shares; 2025Q1: 29,784 shares; 2025Q2: 35,739 shares; 2025Q3: 44,061 shares 44,061 $6.14M 0.01% +8,322 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,930 shares; 2024Q4: 310,211 shares; 2025Q1: 297,928 shares; 2025Q2: 340,144 shares; 2025Q3: 347,544 shares 347,544 $6.13M 0.01% +7,400 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,408 shares; 2024Q4: 151,104 shares; 2025Q1: 164,360 shares; 2025Q2: 123,301 shares; 2025Q3: 122,308 shares 122,308 $6.11M 0.01% -993 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,020 shares; 2024Q4: 56,300 shares; 2025Q1: 58,775 shares; 2025Q2: 52,446 shares; 2025Q3: 60,553 shares 60,553 $6.08M 0.01% +8,107 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,479 shares; 2024Q4: 160,329 shares; 2025Q1: 147,418 shares; 2025Q2: 148,335 shares; 2025Q3: 175,817 shares 175,817 $6.06M 0.01% +27,482 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,684 shares; 2024Q4: 56,555 shares; 2025Q1: 49,613 shares; 2025Q2: 47,120 shares; 2025Q3: 48,956 shares 48,956 $5.94M 0.01% +1,836 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,704 shares; 2024Q4: 330,677 shares; 2025Q1: 320,010 shares; 2025Q2: 195,162 shares; 2025Q3: 217,938 shares 217,938 $5.93M 0.01% +22,776 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,754 shares; 2024Q4: 82,361 shares; 2025Q1: 85,797 shares; 2025Q2: 90,224 shares; 2025Q3: 89,867 shares 89,867 $5.93M 0.01% -357 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,252 shares; 2024Q4: 112,338 shares; 2025Q1: 219,028 shares; 2025Q2: 107,936 shares; 2025Q3: 21,697 shares 21,697 $5.88M 0.01% -86,239 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,207 shares; 2024Q4: 63,027 shares; 2025Q1: 62,952 shares; 2025Q2: 58,104 shares; 2025Q3: 61,772 shares 61,772 $5.88M 0.01% +3,668 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,196 shares; 2024Q4: 29,931 shares; 2025Q1: 29,736 shares; 2025Q2: 26,028 shares; 2025Q3: 26,860 shares 26,860 $5.82M 0.01% +832 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,050 shares; 2024Q4: 27,979 shares; 2025Q1: 28,607 shares; 2025Q2: 33,115 shares; 2025Q3: 34,678 shares 34,678 $5.81M 0.01% +1,563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,755 shares; 2025Q3: 252,132 shares 252,132 $5.81M 0.01% +62,377 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 17,891 shares; 2025Q1: 12,596 shares; 2025Q2: 25,176 shares; 2025Q3: 25,699 shares 25,699 $5.8M 0.01% +523 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,123 shares; 2024Q4: 36,053 shares; 2025Q1: 35,619 shares; 2025Q2: 36,265 shares; 2025Q3: 36,557 shares 36,557 $5.78M 0.01% +292 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,694 shares; 2024Q4: 66,974 shares; 2025Q1: 61,241 shares; 2025Q2: 55,846 shares; 2025Q3: 54,947 shares 54,947 $5.78M 0.01% -899 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,514 shares; 2024Q4: 49,974 shares; 2025Q1: 71,511 shares; 2025Q2: 78,665 shares; 2025Q3: 60,006 shares 60,006 $5.75M 0.01% -18,659 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,996 shares; 2024Q4: 133,799 shares; 2025Q1: 60,469 shares; 2025Q2: 64,936 shares; 2025Q3: 75,220 shares 75,220 $5.75M 0.01% +10,284 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 7,675 shares; 2025Q1: 7,190 shares; 2025Q2: 31,400 shares; 2025Q3: 27,070 shares 27,070 $5.74M 0.01% -4,330 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,868 shares; 2024Q4: 100,778 shares; 2025Q1: 48,854 shares; 2025Q2: 40,210 shares; 2025Q3: 35,920 shares 35,920 $5.72M 0.01% -4,290 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,160 shares; 2024Q4: 64,226 shares; 2025Q1: 59,925 shares; 2025Q2: 47,951 shares; 2025Q3: 48,291 shares 48,291 $5.72M 0.01% +340 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,273 shares; 2024Q4: 34,764 shares; 2025Q1: 31,873 shares; 2025Q2: 32,065 shares; 2025Q3: 19,303 shares 19,303 $5.72M 0.01% -12,762 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,340 shares; 2024Q4: 29,766 shares; 2025Q1: 28,805 shares; 2025Q2: 26,684 shares; 2025Q3: 24,185 shares 24,185 $5.68M 0.01% -2,499 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 7,402 shares; 2025Q1: 6,636 shares; 2025Q2: 6,978 shares; 2025Q3: 7,218 shares 7,218 $5.65M 0.01% +240 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,828 shares; 2024Q4: 73,350 shares; 2025Q1: 51,389 shares; 2025Q2: 54,191 shares; 2025Q3: 66,994 shares 66,994 $5.62M 0.01% +12,803 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,177 shares; 2024Q4: 121,736 shares; 2025Q1: 62,119 shares; 2025Q2: 63,401 shares; 2025Q3: 21,268 shares 21,268 $5.59M 0.01% -42,133 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,652 shares; 2024Q4: 142,077 shares; 2025Q1: 141,731 shares; 2025Q2: 138,890 shares; 2025Q3: 136,355 shares 136,355 $5.56M 0.01% -2,535 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,850 shares; 2024Q4: 33,125 shares; 2025Q1: 20,786 shares; 2025Q2: 23,362 shares; 2025Q3: 18,061 shares 18,061 $5.56M 0.01% -5,301 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,624 shares; 2024Q4: 21,282 shares; 2025Q1: 25,269 shares; 2025Q2: 25,932 shares; 2025Q3: 31,847 shares 31,847 $5.5M 0.01% +5,915 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,628 shares; 2024Q4: 28,637 shares; 2025Q1: 23,764 shares; 2025Q2: 24,053 shares; 2025Q3: 28,648 shares 28,648 $5.47M 0.01% +4,595 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,693 shares; 2024Q4: 584,404 shares; 2025Q1: 611,646 shares; 2025Q2: 602,297 shares; 2025Q3: 455,668 shares 455,668 $5.45M 0.01% -146,629 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,033 shares; 2024Q4: 143,761 shares; 2025Q1: 91,337 shares; 2025Q2: 83,790 shares; 2025Q3: 77,851 shares 77,851 $5.45M 0.01% -5,939 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,530 shares; 2024Q4: 48,779 shares; 2025Q1: 45,999 shares; 2025Q2: 46,315 shares; 2025Q3: 44,803 shares 44,803 $5.44M 0.01% -1,512 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,779 shares; 2024Q4: 89,342 shares; 2025Q1: 89,333 shares; 2025Q2: 87,224 shares; 2025Q3: 83,761 shares 83,761 $5.42M 0.01% -3,463 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,908 shares; 2024Q4: 164,906 shares; 2025Q1: 119,848 shares; 2025Q2: 115,243 shares; 2025Q3: 106,517 shares 106,517 $5.4M 0.01% -8,726 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,424 shares; 2024Q4: 126,217 shares; 2025Q1: 140,081 shares; 2025Q2: 135,166 shares; 2025Q3: 123,172 shares 123,172 $5.4M 0.01% -11,994 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,349 shares; 2024Q4: 72,328 shares; 2025Q1: 71,810 shares; 2025Q2: 69,737 shares; 2025Q3: 65,637 shares 65,637 $5.39M 0.01% -4,100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,604 shares; 2024Q4: 130,298 shares; 2025Q1: 44,983 shares; 2025Q2: 102,310 shares; 2025Q3: 94,317 shares 94,317 $5.39M 0.01% -7,993 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,880 shares; 2024Q4: 43,105 shares; 2025Q1: 41,560 shares; 2025Q2: 15,937 shares; 2025Q3: 43,979 shares 43,979 $5.39M 0.01% +28,042 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,355 shares; 2024Q4: 128,204 shares; 2025Q1: 106,269 shares; 2025Q2: 140,088 shares; 2025Q3: 114,355 shares 114,355 $5.37M 0.01% -25,733 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,366 shares; 2024Q4: 317,180 shares; 2025Q1: 78,303 shares; 2025Q2: 66,322 shares; 2025Q3: 64,296 shares 64,296 $5.35M 0.01% -2,026 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236,620 shares 236,620 $5.33M 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,449 shares; 2024Q4: 96,344 shares; 2025Q1: 96,011 shares; 2025Q2: 91,986 shares; 2025Q3: 123,259 shares 123,259 $5.32M 0.01% +31,273 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,408 shares; 2024Q4: 45,489 shares; 2025Q1: 40,390 shares; 2025Q2: 36,243 shares; 2025Q3: 26,229 shares 26,229 $5.29M 0.01% -10,014 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,904 shares; 2024Q4: 201,371 shares; 2025Q1: 180,041 shares; 2025Q2: 171,631 shares; 2025Q3: 230,455 shares 230,455 $5.28M 0.01% +58,824 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,492 shares; 2024Q4: 65,840 shares; 2025Q1: 31,930 shares; 2025Q2: 31,649 shares; 2025Q3: 43,353 shares 43,353 $5.26M 0.01% +11,704 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,348 shares; 2025Q1: 1,400 shares; 2025Q2: 3,110 shares; 2025Q3: 2,247 shares 2,247 $5.25M 0.01% -863 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,079 shares; 2024Q4: 145,802 shares; 2025Q1: 139,435 shares; 2025Q2: 87,676 shares; 2025Q3: 98,889 shares 98,889 $5.24M 0.01% +11,213 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 33,061 shares; 2025Q1: 11,825 shares; 2025Q2: 27,293 shares; 2025Q3: 187,430 shares 187,430 $5.2M 0.01% +160,137 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,911 shares; 2024Q4: 44,500 shares; 2025Q1: 46,028 shares; 2025Q2: 48,392 shares; 2025Q3: 43,347 shares 43,347 $5.18M 0.01% -5,045 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,137 shares; 2024Q4: 60,043 shares; 2025Q1: 92,226 shares; 2025Q2: 49,795 shares; 2025Q3: 53,757 shares 53,757 $5.15M 0.01% +3,962 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,655 shares; 2024Q4: 165,887 shares; 2025Q1: 178,170 shares; 2025Q2: 206,450 shares; 2025Q3: 214,105 shares 214,105 $5.14M 0.01% +7,655 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,954 shares; 2024Q4: 27,316 shares; 2025Q1: 26,913 shares; 2025Q2: 24,883 shares; 2025Q3: 21,344 shares 21,344 $5.14M 0.01% -3,539 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,784 shares; 2024Q4: 20,619 shares; 2025Q1: 23,159 shares; 2025Q2: 22,541 shares; 2025Q3: 19,991 shares 19,991 $5.13M 0.01% -2,550 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 8,800 shares; 2025Q1: 15,008 shares; 2025Q2: 71,724 shares; 2025Q3: 74,508 shares 74,508 $5.13M 0.01% +2,784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,392 shares; 2024Q4: 150,602 shares; 2025Q1: 156,139 shares; 2025Q2: 300,789 shares; 2025Q3: 180,388 shares 180,388 $5.12M 0.01% -120,401 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,493 shares; 2024Q4: 73,290 shares; 2025Q1: 73,852 shares; 2025Q2: 95,681 shares; 2025Q3: 124,811 shares 124,811 $5.12M 0.01% +29,130 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,844 shares; 2024Q4: 21,535 shares; 2025Q1: 17,943 shares; 2025Q2: 24,700 shares; 2025Q3: 23,776 shares 23,776 $5.1M 0.01% -924 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,675 shares; 2024Q4: 127,675 shares; 2025Q1: 129,355 shares; 2025Q2: 132,930 shares; 2025Q3: 62,940 shares 62,940 $5.1M 0.01% -69,990 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,280 shares; 2024Q4: 12,058 shares; 2025Q1: 16,869 shares; 2025Q2: 15,580 shares; 2025Q3: 1,021,657 shares 1,021,657 $5.1M 0.01% +1,006,077 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,453 shares; 2024Q4: 72,897 shares; 2025Q1: 65,334 shares; 2025Q2: 59,387 shares; 2025Q3: 57,358 shares 57,358 $5.08M 0.01% -2,029 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,245 shares; 2024Q4: 18,222 shares; 2025Q1: 20,063 shares; 2025Q2: 20,242 shares; 2025Q3: 20,478 shares 20,478 $5.04M 0.01% +236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,901 shares; 2024Q4: 98,761 shares; 2025Q1: 103,834 shares; 2025Q2: 100,435 shares; 2025Q3: 74,883 shares 74,883 $5.02M 0.01% -25,552 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,726 shares; 2024Q4: 38,501 shares; 2025Q1: 34,297 shares; 2025Q2: 25,005 shares; 2025Q3: 26,147 shares 26,147 $4.98M 0.01% +1,142 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,377 shares; 2024Q4: 102,255 shares; 2025Q1: 140,056 shares; 2025Q2: 139,036 shares; 2025Q3: 167,742 shares 167,742 $4.97M 0.01% +28,706 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,256 shares; 2024Q4: 10,042 shares; 2025Q1: 9,943 shares; 2025Q2: 12,923 shares; 2025Q3: 14,643 shares 14,643 $4.94M 0.01% +1,720 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,545 shares; 2024Q4: 36,429 shares; 2025Q1: 28,343 shares; 2025Q2: 30,857 shares; 2025Q3: 33,462 shares 33,462 $4.93M 0.01% +2,605 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,618 shares; 2024Q4: 263,028 shares; 2025Q1: 257,298 shares; 2025Q2: 298,170 shares; 2025Q3: 251,853 shares 251,853 $4.92M 0.01% -46,317 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,671 shares; 2024Q4: 30,090 shares; 2025Q1: 22,160 shares; 2025Q2: 92,168 shares; 2025Q3: 86,276 shares 86,276 $4.92M 0.01% -5,892 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,961 shares; 2024Q4: 42,848 shares; 2025Q1: 35,013 shares; 2025Q2: 40,750 shares; 2025Q3: 40,484 shares 40,484 $4.9M 0.01% -266 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,749 shares; 2024Q4: 192,317 shares; 2025Q1: 233,119 shares; 2025Q2: 197,529 shares; 2025Q3: 188,057 shares 188,057 $4.9M 0.01% -9,472 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,830 shares; 2024Q4: 28,872 shares; 2025Q1: 33,154 shares; 2025Q2: 37,188 shares; 2025Q3: 32,405 shares 32,405 $4.89M 0.01% -4,783 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,733 shares; 2024Q4: 85,535 shares; 2025Q1: 89,867 shares; 2025Q2: 92,437 shares; 2025Q3: 91,881 shares 91,881 $4.88M 0.01% -556 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,722 shares; 2024Q4: 29,384 shares; 2025Q1: 29,791 shares; 2025Q2: 34,331 shares; 2025Q3: 34,862 shares 34,862 $4.88M 0.01% +531 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,213 shares; 2024Q4: 63,321 shares; 2025Q1: 62,273 shares; 2025Q2: 64,692 shares; 2025Q3: 68,336 shares 68,336 $4.86M 0.01% +3,644 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,912 shares; 2025Q1: 115,529 shares; 2025Q2: 106,429 shares; 2025Q3: 94,765 shares 94,765 $4.84M 0.01% -11,664 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,183 shares; 2024Q4: 46,197 shares; 2025Q1: 48,631 shares; 2025Q2: 51,337 shares; 2025Q3: 44,246 shares 44,246 $4.81M 0.01% -7,091 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,195 shares; 2024Q4: 61,052 shares; 2025Q1: 52,601 shares; 2025Q2: 49,398 shares; 2025Q3: 47,763 shares 47,763 $4.81M 0.01% -1,635 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,617 shares; 2024Q4: 21,600 shares; 2025Q1: 21,024 shares; 2025Q2: 20,641 shares; 2025Q3: 21,895 shares 21,895 $4.79M 0.01% +1,254 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,845 shares; 2024Q4: 24,492 shares; 2025Q1: 15,846 shares; 2025Q2: 15,945 shares; 2025Q3: 23,123 shares 23,123 $4.78M 0.01% +7,178 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 11,988 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,741 shares 139,741 $4.78M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,777 shares; 2024Q4: 147,030 shares; 2025Q1: 147,859 shares; 2025Q2: 96,715 shares; 2025Q3: 98,938 shares 98,938 $4.77M 0.01% +2,223 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,061 shares; 2024Q4: 128,985 shares; 2025Q1: 66,936 shares; 2025Q2: 53,973 shares; 2025Q3: 35,335 shares 35,335 $4.76M 0.01% -18,638 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,638 shares; 2024Q4: 20,769 shares; 2025Q1: 25,279 shares; 2025Q2: 23,247 shares; 2025Q3: 24,068 shares 24,068 $4.76M 0.01% +821 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,612 shares; 2024Q4: 6,288 shares; 2025Q1: 2,682 shares; 2025Q2: 4,278 shares; 2025Q3: 33,046 shares 33,046 $4.74M 0.01% +28,768 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,192 shares; 2024Q4: 9,998 shares; 2025Q1: 9,841 shares; 2025Q2: 10,125 shares; 2025Q3: 16,859 shares 16,859 $4.71M 0.01% +6,734 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,459 shares; 2024Q4: 47,962 shares; 2025Q1: 50,675 shares; 2025Q2: 47,828 shares; 2025Q3: 61,481 shares 61,481 $4.71M 0.01% +13,653 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,860 shares; 2025Q1: not reported; 2025Q2: 45,244 shares; 2025Q3: 79,041 shares 79,041 $4.7M 0.01% +33,797 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,054 shares; 2024Q4: 210,962 shares; 2025Q1: 202,489 shares; 2025Q2: 204,013 shares; 2025Q3: 110,896 shares 110,896 $4.67M 0.01% -93,117 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,273 shares; 2024Q4: 9,755 shares; 2025Q1: 8,818 shares; 2025Q2: 8,428 shares; 2025Q3: 20,130 shares 20,130 $4.67M 0.01% +11,702 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,583 shares; 2024Q4: 123,501 shares; 2025Q1: 239,580 shares; 2025Q2: 123,047 shares; 2025Q3: 52,202 shares 52,202 $4.67M 0.01% -70,845 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,635 shares; 2024Q4: 65,397 shares; 2025Q1: 62,038 shares; 2025Q2: 57,664 shares; 2025Q3: 57,862 shares 57,862 $4.66M 0.01% +198 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,399 shares; 2024Q4: 84,411 shares; 2025Q1: 76,408 shares; 2025Q2: 75,605 shares; 2025Q3: 24,791 shares 24,791 $4.65M 0.01% -50,814 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,108 shares; 2024Q4: 96,326 shares; 2025Q1: 83,793 shares; 2025Q2: 77,704 shares; 2025Q3: 71,993 shares 71,993 $4.63M 0.01% -5,711 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,034 shares; 2024Q4: 83,791 shares; 2025Q1: 83,029 shares; 2025Q2: 105,438 shares; 2025Q3: 129,880 shares 129,880 $4.63M 0.01% +24,442 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,568 shares; 2024Q4: 35,503 shares; 2025Q1: 25,745 shares; 2025Q2: 25,197 shares; 2025Q3: 32,743 shares 32,743 $4.63M 0.01% +7,546 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,583 shares; 2024Q4: 666,754 shares; 2025Q1: 468,424 shares; 2025Q2: 425,787 shares; 2025Q3: 466,116 shares 466,116 $4.61M 0.01% +40,329 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,251 shares; 2024Q4: 80,563 shares; 2025Q1: 72,822 shares; 2025Q2: 75,020 shares; 2025Q3: 91,212 shares 91,212 $4.61M 0.01% +16,192 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,754 shares; 2024Q4: 27,905 shares; 2025Q1: 22,472 shares; 2025Q2: 25,947 shares; 2025Q3: 27,965 shares 27,965 $4.57M 0.01% +2,018 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,641 shares; 2024Q4: 60,750 shares; 2025Q1: 64,054 shares; 2025Q2: 65,045 shares; 2025Q3: 55,166 shares 55,166 $4.55M 0.01% -9,879 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,247 shares; 2024Q4: 99,219 shares; 2025Q1: 74,703 shares; 2025Q2: 59,292 shares; 2025Q3: 56,782 shares 56,782 $4.54M 0.01% -2,510 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 8,822 shares; 2025Q1: 5,800 shares; 2025Q2: 5,795 shares; 2025Q3: 74,393 shares 74,393 $4.47M 0.01% +68,598 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,628 shares; 2024Q4: 234,250 shares; 2025Q1: 234,138 shares; 2025Q2: 241,961 shares; 2025Q3: 243,272 shares 243,272 $4.44M 0.01% +1,311 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,898 shares; 2024Q4: 113,771 shares; 2025Q1: 88,192 shares; 2025Q2: 97,344 shares; 2025Q3: 99,506 shares 99,506 $4.44M 0.01% +2,162 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,448 shares; 2024Q4: 98,296 shares; 2025Q1: 80,039 shares; 2025Q2: 80,524 shares; 2025Q3: 93,331 shares 93,331 $4.41M 0.01% +12,807 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,077 shares; 2024Q4: 169,602 shares; 2025Q1: 161,485 shares; 2025Q2: 143,428 shares; 2025Q3: 42,435 shares 42,435 $4.39M 0.01% -100,993 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,836 shares; 2024Q4: 80,332 shares; 2025Q1: 69,603 shares; 2025Q2: 67,160 shares; 2025Q3: 61,080 shares 61,080 $4.35M 0.01% -6,080 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,087 shares; 2024Q4: 161,200 shares; 2025Q1: 165,123 shares; 2025Q2: 176,351 shares; 2025Q3: 174,710 shares 174,710 $4.34M 0.01% -1,641 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,896 shares; 2024Q4: 87,536 shares; 2025Q1: 94,502 shares; 2025Q2: 92,737 shares; 2025Q3: 97,067 shares 97,067 $4.32M 0.01% +4,330 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,697 shares; 2025Q2: 68,792 shares; 2025Q3: 119,256 shares 119,256 $4.32M 0.01% +50,464 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,866 shares; 2024Q4: 46,249 shares; 2025Q1: 76,912 shares; 2025Q2: 72,402 shares; 2025Q3: 122,156 shares 122,156 $4.31M 0.01% +49,754 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,988 shares; 2024Q4: 199,957 shares; 2025Q1: 186,711 shares; 2025Q2: 95,199 shares; 2025Q3: 88,399 shares 88,399 $4.31M 0.01% -6,800 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,566 shares; 2024Q4: 41,025 shares; 2025Q1: 41,862 shares; 2025Q2: 41,140 shares; 2025Q3: 41,257 shares 41,257 $4.31M 0.01% +117 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,459 shares; 2024Q4: 60,038 shares; 2025Q1: 52,417 shares; 2025Q2: 85,799 shares; 2025Q3: 82,370 shares 82,370 $4.31M 0.01% -3,429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,672 shares; 2024Q4: 130,193 shares; 2025Q1: 141,064 shares; 2025Q2: 143,545 shares; 2025Q3: 151,536 shares 151,536 $4.3M 0.01% +7,991 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,630 shares; 2024Q4: 51,916 shares; 2025Q1: 16,354 shares; 2025Q2: 49,653 shares; 2025Q3: 47,533 shares 47,533 $4.27M 0.01% -2,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,453 shares; 2024Q4: 53,892 shares; 2025Q1: 59,127 shares; 2025Q2: 72,312 shares; 2025Q3: 81,961 shares 81,961 $4.26M 0.01% +9,649 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,300 shares; 2024Q4: 91,248 shares; 2025Q1: 97,509 shares; 2025Q2: 98,995 shares; 2025Q3: 95,981 shares 95,981 $4.22M 0.01% -3,014 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,014 shares; 2024Q4: 75,334 shares; 2025Q1: 120,344 shares; 2025Q2: 56,530 shares; 2025Q3: 29,128 shares 29,128 $4.21M 0.01% -27,402 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,731 shares; 2024Q4: 266,899 shares; 2025Q1: 208,685 shares; 2025Q2: 174,793 shares; 2025Q3: 169,511 shares 169,511 $4.2M 0.01% -5,282 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,260 shares; 2024Q4: 187,892 shares; 2025Q1: 176,977 shares; 2025Q2: 200,860 shares; 2025Q3: 177,084 shares 177,084 $4.19M 0.01% -23,776 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,784 shares; 2024Q4: 44,915 shares; 2025Q1: 49,013 shares; 2025Q2: 49,103 shares; 2025Q3: 55,032 shares 55,032 $4.18M 0.01% +5,929 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,854 shares; 2024Q4: 32,568 shares; 2025Q1: 31,991 shares; 2025Q2: 30,306 shares; 2025Q3: 30,163 shares 30,163 $4.18M 0.01% -143 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,153 shares; 2024Q4: 12,080 shares; 2025Q1: 12,164 shares; 2025Q2: 11,642 shares; 2025Q3: 12,133 shares 12,133 $4.18M 0.01% +491 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,529 shares; 2024Q4: 151,513 shares; 2025Q1: 148,219 shares; 2025Q2: 156,499 shares; 2025Q3: 215,668 shares 215,668 $4.18M 0.01% +59,169 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,850 shares; 2024Q4: 133,796 shares; 2025Q1: 112,682 shares; 2025Q2: 61,006 shares; 2025Q3: 48,319 shares 48,319 $4.17M 0.01% -12,687 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 22,814 shares; 2025Q3: 44,387 shares 44,387 $4.16M 0.01% +21,573 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,518 shares; 2024Q4: 102,323 shares; 2025Q1: 91,055 shares; 2025Q2: 85,604 shares; 2025Q3: 84,753 shares 84,753 $4.15M 0.01% -851 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,677 shares; 2024Q4: 72,916 shares; 2025Q1: 58,760 shares; 2025Q2: 52,546 shares; 2025Q3: 42,126 shares 42,126 $4.15M 0.01% -10,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,100 shares; 2024Q4: 220,668 shares; 2025Q1: 175,179 shares; 2025Q2: 107,107 shares; 2025Q3: 67,234 shares 67,234 $4.14M 0.01% -39,873 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,338 shares; 2024Q4: 158,063 shares; 2025Q1: 134,337 shares; 2025Q2: 115,073 shares; 2025Q3: 94,149 shares 94,149 $4.14M 0.01% -20,924 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,702 shares; 2024Q4: 59,472 shares; 2025Q1: 56,105 shares; 2025Q2: 56,872 shares; 2025Q3: 54,797 shares 54,797 $4.12M 0.01% -2,075 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,526 shares; 2024Q4: 51,967 shares; 2025Q1: 75,256 shares; 2025Q2: 48,684 shares; 2025Q3: 96,598 shares 96,598 $4.09M 0.01% +47,914 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,400 shares; 2025Q1: 14,667 shares; 2025Q2: 21,921 shares; 2025Q3: 24,175 shares 24,175 $4.09M 0.01% +2,254 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,378 shares; 2024Q4: 43,952 shares; 2025Q1: 44,636 shares; 2025Q2: 43,677 shares; 2025Q3: 44,909 shares 44,909 $4.07M 0.01% +1,232 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,518 shares; 2024Q4: 133,001 shares; 2025Q1: 130,741 shares; 2025Q2: 148,490 shares; 2025Q3: 222,068 shares 222,068 $4.07M 0.01% +73,578 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,856 shares; 2024Q4: 187,727 shares; 2025Q1: 237,330 shares; 2025Q2: 164,538 shares; 2025Q3: 127,372 shares 127,372 $4.06M 0.01% -37,166 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,378 shares; 2024Q4: 27,118 shares; 2025Q1: 32,126 shares; 2025Q2: 30,746 shares; 2025Q3: 33,042 shares 33,042 $4.05M 0.01% +2,296 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,176 shares; 2024Q4: 138,176 shares; 2025Q1: 109,771 shares; 2025Q2: 105,281 shares; 2025Q3: 105,281 shares 105,281 $4.03M 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,584 shares; 2024Q4: 76,533 shares; 2025Q1: 80,022 shares; 2025Q2: 86,417 shares; 2025Q3: 81,344 shares 81,344 $4.01M 0.01% -5,073 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,803 shares; 2024Q4: 16,734 shares; 2025Q1: 16,243 shares; 2025Q2: 18,566 shares; 2025Q3: 23,207 shares 23,207 $4.01M 0.01% +4,641 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,426 shares; 2024Q4: 12,807 shares; 2025Q1: 12,458 shares; 2025Q2: 12,668 shares; 2025Q3: 13,904 shares 13,904 $4M 0.01% +1,236 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,265 shares; 2024Q4: 33,041 shares; 2025Q1: 30,221 shares; 2025Q2: 29,676 shares; 2025Q3: 30,221 shares 30,221 $4M 0.01% +545 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,646 shares; 2024Q4: 61,097 shares; 2025Q1: 61,044 shares; 2025Q2: 59,407 shares; 2025Q3: 54,235 shares 54,235 $3.97M 0.01% -5,172 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,119 shares; 2024Q4: 129,466 shares; 2025Q1: 106,345 shares; 2025Q2: 78,717 shares; 2025Q3: 76,282 shares 76,282 $3.97M 0.01% -2,435 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,643 shares; 2024Q4: 69,258 shares; 2025Q1: 64,326 shares; 2025Q2: 63,320 shares; 2025Q3: 72,768 shares 72,768 $3.96M 0.01% +9,448 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,795 shares; 2024Q4: 153,135 shares; 2025Q1: 127,117 shares; 2025Q2: 137,124 shares; 2025Q3: 43,918 shares 43,918 $3.94M 0.01% -93,206 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,051 shares; 2024Q4: 67,680 shares; 2025Q1: 69,688 shares; 2025Q2: 122,671 shares; 2025Q3: 86,747 shares 86,747 $3.93M 0.01% -35,924 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,098 shares; 2024Q4: 34,327 shares; 2025Q1: 31,516 shares; 2025Q2: 25,425 shares; 2025Q3: 19,591 shares 19,591 $3.92M 0.01% -5,834 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,016 shares; 2024Q4: 54,290 shares; 2025Q1: 11,741 shares; 2025Q2: 10,037 shares; 2025Q3: 9,065 shares 9,065 $3.91M 0.01% -972 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,299 shares; 2024Q4: 120,587 shares; 2025Q1: 123,242 shares; 2025Q2: 121,832 shares; 2025Q3: 117,127 shares 117,127 $3.89M 0.01% -4,705 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,005 shares; 2024Q4: 85,746 shares; 2025Q1: 57,579 shares; 2025Q2: 43,140 shares; 2025Q3: 38,703 shares 38,703 $3.88M 0.01% -4,437 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,722 shares; 2024Q4: 87,618 shares; 2025Q1: 103,222 shares; 2025Q2: 125,291 shares; 2025Q3: 145,734 shares 145,734 $3.85M 0.01% +20,443 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,678 shares; 2024Q4: 115,060 shares; 2025Q1: 119,701 shares; 2025Q2: 113,833 shares; 2025Q3: 20,295 shares 20,295 $3.84M 0.01% -93,538 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,848 shares; 2024Q4: 48,200 shares; 2025Q1: 37,494 shares; 2025Q2: 38,794 shares; 2025Q3: 54,104 shares 54,104 $3.84M 0.01% +15,310 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,865 shares; 2024Q4: 58,398 shares; 2025Q1: 51,899 shares; 2025Q2: 61,417 shares; 2025Q3: 61,756 shares 61,756 $3.84M 0.01% +339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,023 shares; 2024Q4: 51,500 shares; 2025Q1: 67,076 shares; 2025Q2: 63,085 shares; 2025Q3: 70,537 shares 70,537 $3.83M 0.01% +7,452 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,982 shares; 2024Q4: 51,618 shares; 2025Q1: 98,812 shares; 2025Q2: 39,206 shares; 2025Q3: 34,433 shares 34,433 $3.83M 0.01% -4,773 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,861 shares; 2024Q4: 23,621 shares; 2025Q1: 20,274 shares; 2025Q2: 20,086 shares; 2025Q3: 22,762 shares 22,762 $3.81M 0.01% +2,676 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,841 shares; 2024Q4: 44,064 shares; 2025Q1: 39,203 shares; 2025Q2: 36,022 shares; 2025Q3: 35,645 shares 35,645 $3.81M 0.01% -377 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,044 shares; 2024Q4: 76,779 shares; 2025Q1: 76,979 shares; 2025Q2: 148,054 shares; 2025Q3: 11,804 shares 11,804 $3.8M 0.01% -136,250 Timeline EVMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,066 shares 75,066 $3.79M 0.01% new Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,089 shares 19,089 $3.78M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,696 shares; 2025Q3: 37,837 shares 37,837 $3.77M 0.01% -1,859 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,348 shares; 2024Q4: 97,613 shares; 2025Q1: 98,363 shares; 2025Q2: 78,727 shares; 2025Q3: 79,851 shares 79,851 $3.77M 0.01% +1,124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,491 shares; 2024Q4: 58,460 shares; 2025Q1: 58,460 shares; 2025Q2: 58,188 shares; 2025Q3: 51,826 shares 51,826 $3.77M 0.01% -6,362 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,282 shares; 2024Q4: 17,969 shares; 2025Q1: 8,434 shares; 2025Q2: 29,647 shares; 2025Q3: 29,745 shares 29,745 $3.77M 0.01% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,254 shares; 2024Q4: 59,393 shares; 2025Q1: 60,250 shares; 2025Q2: 44,137 shares; 2025Q3: 42,715 shares 42,715 $3.76M 0.01% -1,422 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,530 shares; 2024Q4: 71,416 shares; 2025Q1: 90,796 shares; 2025Q2: 90,817 shares; 2025Q3: 62,663 shares 62,663 $3.74M 0.01% -28,154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,316 shares; 2025Q3: 118,316 shares 118,316 $3.74M 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,553 shares; 2024Q4: 94,623 shares; 2025Q1: 83,720 shares; 2025Q2: 95,851 shares; 2025Q3: 99,153 shares 99,153 $3.74M 0.01% +3,302 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,721 shares 37,721 $3.73M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,298 shares; 2024Q4: 91,543 shares; 2025Q1: 91,077 shares; 2025Q2: 60,184 shares; 2025Q3: 64,847 shares 64,847 $3.72M 0.01% +4,663 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,691 shares; 2024Q4: 45,799 shares; 2025Q1: 68,707 shares; 2025Q2: 117,830 shares; 2025Q3: 90,029 shares 90,029 $3.72M 0.01% -27,801 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,975 shares; 2025Q1: 45,016 shares; 2025Q2: 42,230 shares; 2025Q3: 38,705 shares 38,705 $3.7M 0.01% -3,525 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,784 shares; 2025Q1: 6,573 shares; 2025Q2: 6,004 shares; 2025Q3: 43,242 shares 43,242 $3.66M 0.01% +37,238 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,820 shares; 2024Q4: 28,756 shares; 2025Q1: 27,605 shares; 2025Q2: 27,151 shares; 2025Q3: 25,122 shares 25,122 $3.66M 0.01% -2,029 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,300 shares; 2025Q3: 292,845 shares 292,845 $3.66M 0.01% +125,545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269,031 shares; 2025Q3: 348,442 shares 348,442 $3.66M 0.01% +79,411 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,132 shares; 2024Q4: 136,776 shares; 2025Q1: 145,511 shares; 2025Q2: 74,940 shares; 2025Q3: 88,832 shares 88,832 $3.64M 0.01% +13,892 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,387 shares; 2024Q4: 71,950 shares; 2025Q1: 77,180 shares; 2025Q2: 79,891 shares; 2025Q3: 85,313 shares 85,313 $3.62M 0.01% +5,422 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,381 shares; 2024Q4: 95,741 shares; 2025Q1: 103,597 shares; 2025Q2: 105,572 shares; 2025Q3: 102,949 shares 102,949 $3.61M 0.01% -2,623 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,612 shares; 2024Q4: 52,418 shares; 2025Q1: 48,579 shares; 2025Q2: 46,836 shares; 2025Q3: 40,368 shares 40,368 $3.6M 0.01% -6,468 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,787 shares; 2024Q4: 56,468 shares; 2025Q1: 57,511 shares; 2025Q2: 49,019 shares; 2025Q3: 57,272 shares 57,272 $3.59M 0.01% +8,253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,626 shares; 2024Q4: 171,467 shares; 2025Q1: 212,458 shares; 2025Q2: 253,763 shares; 2025Q3: 274,100 shares 274,100 $3.58M 0.01% +20,337 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,355 shares 81,355 $3.56M 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,298 shares; 2024Q4: 167,110 shares; 2025Q1: 160,923 shares; 2025Q2: 153,536 shares; 2025Q3: 28,277 shares 28,277 $3.56M 0.01% -125,259 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,774 shares; 2024Q4: 95,088 shares; 2025Q1: 97,854 shares; 2025Q2: 193,770 shares; 2025Q3: 49,152 shares 49,152 $3.55M 0.01% -144,618 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,788 shares; 2024Q4: 53,306 shares; 2025Q1: 46,275 shares; 2025Q2: 52,707 shares; 2025Q3: 52,546 shares 52,546 $3.55M 0.01% -161 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,133 shares; 2024Q4: 43,025 shares; 2025Q1: 38,381 shares; 2025Q2: 39,715 shares; 2025Q3: 43,099 shares 43,099 $3.53M 0.01% +3,384 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,739 shares; 2024Q4: 36,719 shares; 2025Q1: 36,352 shares; 2025Q2: 37,223 shares; 2025Q3: 33,844 shares 33,844 $3.52M 0.01% -3,379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163,366 shares; 2025Q2: 160,051 shares; 2025Q3: 149,348 shares 149,348 $3.52M 0.01% -10,703 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,000 shares; 2025Q3: 37,500 shares 37,500 $3.51M 0.01% +11,500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,268 shares; 2024Q4: 422,886 shares; 2025Q1: 38,182 shares; 2025Q2: 35,830 shares; 2025Q3: 34,033 shares 34,033 $3.49M 0.01% -1,797 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 9,688 shares; 2025Q1: 8,601 shares; 2025Q2: 8,372 shares; 2025Q3: 8,936 shares 8,936 $3.49M 0.01% +564 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,532 shares; 2024Q4: 111,298 shares; 2025Q1: 110,716 shares; 2025Q2: 109,501 shares; 2025Q3: 111,295 shares 111,295 $3.47M 0.01% +1,794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 5,569 shares; 2025Q1: 6,618 shares; 2025Q2: 13,539 shares; 2025Q3: 13,981 shares 13,981 $3.45M 0.01% +442 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,953 shares; 2024Q4: 129,570 shares; 2025Q1: 110,094 shares; 2025Q2: 178,152 shares; 2025Q3: 192,384 shares 192,384 $3.45M 0.01% +14,232 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,223 shares; 2024Q4: 84,221 shares; 2025Q1: not reported; 2025Q2: 84,637 shares; 2025Q3: 76,941 shares 76,941 $3.44M 0.01% -7,696 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,344 shares; 2024Q4: 47,782 shares; 2025Q1: 46,675 shares; 2025Q2: 48,532 shares; 2025Q3: 49,922 shares 49,922 $3.42M 0.01% +1,390 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,854 shares; 2024Q4: 35,813 shares; 2025Q1: 34,851 shares; 2025Q2: 38,017 shares; 2025Q3: 40,294 shares 40,294 $3.42M 0.01% +2,277 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,768 shares; 2024Q4: 26,834 shares; 2025Q1: 27,126 shares; 2025Q2: 27,724 shares; 2025Q3: 27,963 shares 27,963 $3.41M 0.01% +239 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,569 shares; 2024Q4: 59,703 shares; 2025Q1: 29,388 shares; 2025Q2: 29,908 shares; 2025Q3: 56,086 shares 56,086 $3.39M 0.01% +26,178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,388 shares; 2024Q4: 24,164 shares; 2025Q1: 33,002 shares; 2025Q2: 32,867 shares; 2025Q3: 34,085 shares 34,085 $3.39M 0.01% +1,218 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 7,806 shares; 2025Q2: 5,951 shares; 2025Q3: 32,912 shares 32,912 $3.39M 0.01% +26,961 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,112 shares; 2024Q4: 71,873 shares; 2025Q1: 28,206 shares; 2025Q2: 32,448 shares; 2025Q3: 33,933 shares 33,933 $3.35M 0.01% +1,485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,433 shares; 2024Q4: 119,692 shares; 2025Q1: 121,231 shares; 2025Q2: 121,222 shares; 2025Q3: 121,237 shares 121,237 $3.34M 0.01% +15 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 9,000 shares; 2025Q1: 9,607 shares; 2025Q2: 10,307 shares; 2025Q3: 10,813 shares 10,813 $3.34M 0.01% +506 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,842 shares; 2025Q2: 88,680 shares; 2025Q3: 85,952 shares 85,952 $3.32M 0.01% -2,728 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,721 shares; 2024Q4: 27,521 shares; 2025Q1: 27,416 shares; 2025Q2: 26,531 shares; 2025Q3: 43,039 shares 43,039 $3.31M 0.01% +16,508 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,530 shares; 2024Q4: 115,605 shares; 2025Q1: 148,933 shares; 2025Q2: 134,669 shares; 2025Q3: 130,698 shares 130,698 $3.31M 0.01% -3,971 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,073 shares; 2024Q4: 35,407 shares; 2025Q1: 17,082 shares; 2025Q2: 32,911 shares; 2025Q3: 26,645 shares 26,645 $3.29M 0.01% -6,266 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,187 shares; 2024Q4: 53,587 shares; 2025Q1: 51,507 shares; 2025Q2: 50,098 shares; 2025Q3: 49,473 shares 49,473 $3.29M 0.01% -625 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,255 shares; 2024Q4: 60,939 shares; 2025Q1: 57,293 shares; 2025Q2: 58,879 shares; 2025Q3: 49,530 shares 49,530 $3.27M 0.01% -9,349 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,837 shares; 2025Q3: 60,220 shares 60,220 $3.26M 0.01% +21,383 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,722 shares; 2024Q4: 309,715 shares; 2025Q1: 287,018 shares; 2025Q2: 290,197 shares; 2025Q3: 311,111 shares 311,111 $3.26M 0.01% +20,914 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 8,981 shares; 2025Q1: 9,336 shares; 2025Q2: 8,846 shares; 2025Q3: 9,652 shares 9,652 $3.26M 0.01% +806 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,212 shares 63,212 $3.25M 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,985 shares; 2024Q4: 9,765 shares; 2025Q1: 2,918 shares; 2025Q2: 3,112 shares; 2025Q3: 6,484 shares 6,484 $3.25M 0.01% +3,372 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,013 shares; 2024Q4: 127,659 shares; 2025Q1: 113,086 shares; 2025Q2: 140,065 shares; 2025Q3: 133,497 shares 133,497 $3.24M 0.01% -6,568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,111 shares; 2024Q4: 181,159 shares; 2025Q1: 209,290 shares; 2025Q2: 203,037 shares; 2025Q3: 197,678 shares 197,678 $3.22M 0.01% -5,359 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,894 shares; 2025Q2: 55,690 shares; 2025Q3: 108,291 shares 108,291 $3.2M 0.01% +52,601 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,238 shares; 2024Q4: 12,590 shares; 2025Q1: 8,741 shares; 2025Q2: 12,193 shares; 2025Q3: 14,513 shares 14,513 $3.2M 0.01% +2,320 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,867 shares; 2024Q4: 153,502 shares; 2025Q1: 121,907 shares; 2025Q2: 121,164 shares; 2025Q3: 188,015 shares 188,015 $3.18M 0.01% +66,851 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 21,158 shares; 2025Q1: 21,277 shares; 2025Q2: 22,298 shares; 2025Q3: 36,835 shares 36,835 $3.17M 0.01% +14,537 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,658 shares; 2025Q1: 11,230 shares; 2025Q2: 20,759 shares; 2025Q3: 29,822 shares 29,822 $3.17M <0.01% +9,063 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,016 shares; 2024Q4: 45,901 shares; 2025Q1: 50,250 shares; 2025Q2: 46,828 shares; 2025Q3: 46,842 shares 46,842 $3.17M <0.01% +14 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,126 shares; 2024Q4: 37,567 shares; 2025Q1: 37,567 shares; 2025Q2: 37,567 shares; 2025Q3: 37,567 shares 37,567 $3.16M <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,228 shares; 2024Q4: 130,991 shares; 2025Q1: 91,404 shares; 2025Q2: 13,926 shares; 2025Q3: 28,497 shares 28,497 $3.15M <0.01% +14,571 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,115 shares; 2024Q4: 23,379 shares; 2025Q1: 17,417 shares; 2025Q2: 22,684 shares; 2025Q3: 24,130 shares 24,130 $3.14M <0.01% +1,446 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,936 shares; 2024Q4: 74,705 shares; 2025Q1: 76,177 shares; 2025Q2: 75,739 shares; 2025Q3: 78,610 shares 78,610 $3.13M <0.01% +2,871 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,211 shares; 2024Q4: 1,311,541 shares; 2025Q1: 976,070 shares; 2025Q2: 866,198 shares; 2025Q3: 61,563 shares 61,563 $3.12M <0.01% -804,635 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,534 shares; 2024Q4: 24,967 shares; 2025Q1: 23,145 shares; 2025Q2: 23,602 shares; 2025Q3: 26,617 shares 26,617 $3.12M <0.01% +3,015 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,880 shares; 2024Q4: 104,596 shares; 2025Q1: 111,417 shares; 2025Q2: 122,856 shares; 2025Q3: 126,043 shares 126,043 $3.1M <0.01% +3,187 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,275 shares 59,275 $3.1M <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,732 shares; 2024Q4: 107,233 shares; 2025Q1: 97,380 shares; 2025Q2: 100,331 shares; 2025Q3: 47,364 shares 47,364 $3.1M <0.01% -52,967 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,973 shares; 2024Q4: 128,538 shares; 2025Q1: 139,923 shares; 2025Q2: 103,446 shares; 2025Q3: 97,160 shares 97,160 $3.1M <0.01% -6,286 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,535 shares; 2024Q4: 145,189 shares; 2025Q1: 139,671 shares; 2025Q2: 259,225 shares; 2025Q3: 271,255 shares 271,255 $3.09M <0.01% +12,030 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,421 shares; 2024Q4: 17,649 shares; 2025Q1: 18,794 shares; 2025Q2: 19,441 shares; 2025Q3: 24,117 shares 24,117 $3.09M <0.01% +4,676 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,778 shares; 2024Q4: 39,284 shares; 2025Q1: 39,913 shares; 2025Q2: 34,777 shares; 2025Q3: 37,014 shares 37,014 $3.09M <0.01% +2,237 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,052 shares; 2024Q4: 34,300 shares; 2025Q1: 37,138 shares; 2025Q2: 37,085 shares; 2025Q3: 37,192 shares 37,192 $3.08M <0.01% +107 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,263 shares; 2024Q4: 79,865 shares; 2025Q1: 78,933 shares; 2025Q2: 75,810 shares; 2025Q3: 70,744 shares 70,744 $3.06M <0.01% -5,066 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,109 shares 115,109 $3.06M <0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,845 shares; 2024Q4: 46,787 shares; 2025Q1: 43,838 shares; 2025Q2: 31,863 shares; 2025Q3: 31,479 shares 31,479 $3.06M <0.01% -384 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 7,093 shares; 2025Q1: 2,072 shares; 2025Q2: 6,494 shares; 2025Q3: 8,099 shares 8,099 $3.06M <0.01% +1,605 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 12,405 shares; 2025Q1: 6,091 shares; 2025Q2: 12,010 shares; 2025Q3: 11,123 shares 11,123 $3.04M <0.01% -887 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,826 shares; 2024Q4: 143,204 shares; 2025Q1: 141,303 shares; 2025Q2: 305,264 shares; 2025Q3: 118,775 shares 118,775 $3.04M <0.01% -186,489 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,439 shares; 2024Q4: 24,586 shares; 2025Q1: 25,977 shares; 2025Q2: 21,790 shares; 2025Q3: 21,563 shares 21,563 $3.03M <0.01% -227 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,621 shares; 2024Q4: 54,269 shares; 2025Q1: 48,185 shares; 2025Q2: 44,233 shares; 2025Q3: 41,439 shares 41,439 $3.03M <0.01% -2,794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,440 shares; 2024Q4: 64,722 shares; 2025Q1: not reported; 2025Q2: 37,803 shares; 2025Q3: 38,296 shares 38,296 $3M <0.01% +493 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,919 shares; 2024Q4: 34,844 shares; 2025Q1: 23,897 shares; 2025Q2: 22,623 shares; 2025Q3: 22,490 shares 22,490 $2.99M <0.01% -133 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,064 shares 53,064 $2.99M <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,175 shares; 2024Q4: 13,380 shares; 2025Q1: 16,760 shares; 2025Q2: 18,747 shares; 2025Q3: 15,437 shares 15,437 $2.99M <0.01% -3,310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,778 shares; 2025Q1: 2,287 shares; 2025Q2: 2,140 shares; 2025Q3: 2,418 shares 2,418 $2.98M <0.01% +278 BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,680 shares; 2025Q1: 7,400 shares; 2025Q2: 7,874 shares; 2025Q3: 7,603 shares 7,603 $2.97M <0.01% -271 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,033 shares; 2024Q4: 60,780 shares; 2025Q1: 61,975 shares; 2025Q2: 61,404 shares; 2025Q3: 61,682 shares 61,682 $2.97M <0.01% +278 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,442 shares; 2024Q4: 21,231 shares; 2025Q1: 31,852 shares; 2025Q2: 22,479 shares; 2025Q3: 24,601 shares 24,601 $2.95M <0.01% +2,122 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 11,808 shares; 2025Q1: 6,897 shares; 2025Q2: 5,918 shares; 2025Q3: 6,847 shares 6,847 $2.95M <0.01% +929 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,383 shares; 2024Q4: 23,690 shares; 2025Q1: 21,977 shares; 2025Q2: 19,780 shares; 2025Q3: 18,907 shares 18,907 $2.94M <0.01% -873 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,107 shares; 2024Q4: 14,267 shares; 2025Q1: 14,252 shares; 2025Q2: 14,383 shares; 2025Q3: 14,972 shares 14,972 $2.93M <0.01% +589 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,760 shares; 2024Q4: 58,592 shares; 2025Q1: 61,765 shares; 2025Q2: 75,409 shares; 2025Q3: 96,814 shares 96,814 $2.93M <0.01% +21,405 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,026 shares; 2024Q4: 34,941 shares; 2025Q1: 34,187 shares; 2025Q2: 34,963 shares; 2025Q3: 34,633 shares 34,633 $2.93M <0.01% -330 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 6,690 shares; 2025Q1: 44,654 shares; 2025Q2: 46,263 shares; 2025Q3: 47,441 shares 47,441 $2.92M <0.01% +1,178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,000 shares; 2024Q4: 1,182,699 shares; 2025Q1: 311,495 shares; 2025Q2: 1,136,000 shares; 2025Q3: 817,000 shares 817,000 $2.9M <0.01% -319,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,726 shares; 2024Q4: 48,821 shares; 2025Q1: 16,453 shares; 2025Q2: 21,716 shares; 2025Q3: 27,915 shares 27,915 $2.89M <0.01% +6,199 Timeline HZO MARINEMAX INC More: the full row for MARINEMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110,451 shares; 2025Q3: 113,868 shares 113,868 $2.88M <0.01% +3,417 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,323 shares; 2024Q4: 14,267 shares; 2025Q1: 14,085 shares; 2025Q2: 22,329 shares; 2025Q3: 60,400 shares 60,400 $2.88M <0.01% +38,071 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,241 shares; 2024Q4: 15,757 shares; 2025Q1: 12,497 shares; 2025Q2: 13,633 shares; 2025Q3: 15,050 shares 15,050 $2.86M <0.01% +1,417 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,745 shares; 2024Q4: 54,106 shares; 2025Q1: 62,028 shares; 2025Q2: 81,115 shares; 2025Q3: 89,613 shares 89,613 $2.85M <0.01% +8,498 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 18,053 shares; 2025Q1: 14,133 shares; 2025Q2: 12,834 shares; 2025Q3: 13,855 shares 13,855 $2.84M <0.01% +1,021 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,166 shares; 2024Q4: 239,913 shares; 2025Q1: 240,051 shares; 2025Q2: 235,403 shares; 2025Q3: 222,133 shares 222,133 $2.84M <0.01% -13,270 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,587 shares; 2024Q4: 46,305 shares; 2025Q1: 42,716 shares; 2025Q2: 32,749 shares; 2025Q3: 42,957 shares 42,957 $2.84M <0.01% +10,208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,213 shares; 2024Q4: 50,868 shares; 2025Q1: 39,513 shares; 2025Q2: 40,698 shares; 2025Q3: 28,350 shares 28,350 $2.83M <0.01% -12,348 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,011 shares; 2024Q4: 150,035 shares; 2025Q1: 129,905 shares; 2025Q2: 137,787 shares; 2025Q3: 146,225 shares 146,225 $2.81M <0.01% +8,438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,715 shares; 2024Q4: 69,225 shares; 2025Q1: 64,540 shares; 2025Q2: 66,359 shares; 2025Q3: 58,859 shares 58,859 $2.81M <0.01% -7,500 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 4,175 shares; 2025Q1: 3,486 shares; 2025Q2: 4,020 shares; 2025Q3: 7,223 shares 7,223 $2.8M <0.01% +3,203 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,271 shares; 2024Q4: 70,856 shares; 2025Q1: 65,887 shares; 2025Q2: 65,435 shares; 2025Q3: 60,276 shares 60,276 $2.8M <0.01% -5,159 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,242 shares; 2024Q4: 64,233 shares; 2025Q1: 64,045 shares; 2025Q2: 63,801 shares; 2025Q3: 85,863 shares 85,863 $2.78M <0.01% +22,062 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,389 shares; 2025Q3: 119,100 shares 119,100 $2.78M <0.01% -27,289 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,508 shares; 2024Q4: 42,020 shares; 2025Q1: 34,334 shares; 2025Q2: 34,901 shares; 2025Q3: 36,075 shares 36,075 $2.78M <0.01% +1,174 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,165 shares; 2024Q4: 111,960 shares; 2025Q1: 110,262 shares; 2025Q2: 85,353 shares; 2025Q3: 57,817 shares 57,817 $2.77M <0.01% -27,536 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 12,733 shares; 2025Q1: 12,869 shares; 2025Q2: 11,062 shares; 2025Q3: 12,460 shares 12,460 $2.77M <0.01% +1,398 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,548 shares 44,548 $2.77M <0.01% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,858 shares; 2024Q4: 17,120 shares; 2025Q1: 5,780 shares; 2025Q2: 16,857 shares; 2025Q3: 36,322 shares 36,322 $2.76M <0.01% +19,465 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,329 shares; 2024Q4: 65,344 shares; 2025Q1: 46,420 shares; 2025Q2: 46,730 shares; 2025Q3: 47,982 shares 47,982 $2.75M <0.01% +1,252 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,315 shares; 2024Q4: 130,016 shares; 2025Q1: 127,550 shares; 2025Q2: 119,353 shares; 2025Q3: 121,351 shares 121,351 $2.74M <0.01% +1,998 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,143 shares; 2024Q4: 31,531 shares; 2025Q1: 19,519 shares; 2025Q2: 21,623 shares; 2025Q3: 29,082 shares 29,082 $2.74M <0.01% +7,459 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 3,114 shares; 2025Q1: 4,067 shares; 2025Q2: 7,483 shares; 2025Q3: 8,439 shares 8,439 $2.73M <0.01% +956 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,467 shares; 2024Q4: 12,246 shares; 2025Q1: 11,446 shares; 2025Q2: 13,098 shares; 2025Q3: 19,650 shares 19,650 $2.72M <0.01% +6,552 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,567 shares; 2024Q4: 86,407 shares; 2025Q1: 90,151 shares; 2025Q2: 89,167 shares; 2025Q3: 65,256 shares 65,256 $2.71M <0.01% -23,911 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,598 shares; 2024Q4: 28,577 shares; 2025Q1: 27,759 shares; 2025Q2: 25,912 shares; 2025Q3: 31,889 shares 31,889 $2.7M <0.01% +5,977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,190 shares; 2024Q4: 71,218 shares; 2025Q1: 68,925 shares; 2025Q2: 67,638 shares; 2025Q3: 58,232 shares 58,232 $2.7M <0.01% -9,406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,680 shares; 2024Q4: 81,956 shares; 2025Q1: 85,836 shares; 2025Q2: 84,875 shares; 2025Q3: 83,869 shares 83,869 $2.69M <0.01% -1,006 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,753 shares; 2024Q4: 53,108 shares; 2025Q1: 49,711 shares; 2025Q2: 49,111 shares; 2025Q3: 42,767 shares 42,767 $2.68M <0.01% -6,344 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,957 shares; 2024Q4: 44,193 shares; 2025Q1: 35,266 shares; 2025Q2: 44,099 shares; 2025Q3: 40,269 shares 40,269 $2.67M <0.01% -3,830 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,550 shares; 2024Q4: 30,953 shares; 2025Q1: 22,943 shares; 2025Q2: 27,666 shares; 2025Q3: 52,839 shares 52,839 $2.66M <0.01% +25,173 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,032 shares; 2024Q4: 20,690 shares; 2025Q1: 15,961 shares; 2025Q2: 16,627 shares; 2025Q3: 24,025 shares 24,025 $2.66M <0.01% +7,398 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,731 shares; 2024Q4: 24,387 shares; 2025Q1: 24,139 shares; 2025Q2: 27,286 shares; 2025Q3: 37,538 shares 37,538 $2.64M <0.01% +10,252 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,796 shares; 2024Q4: 34,021 shares; 2025Q1: 4,620 shares; 2025Q2: 30,990 shares; 2025Q3: 24,057 shares 24,057 $2.64M <0.01% -6,933 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 26,757 shares; 2025Q1: 27,114 shares; 2025Q2: 32,524 shares; 2025Q3: 32,895 shares 32,895 $2.64M <0.01% +371 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,971 shares; 2024Q4: 613,971 shares; 2025Q1: 714,691 shares; 2025Q2: 714,691 shares; 2025Q3: 797,571 shares 797,571 $2.62M <0.01% +82,880 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,989 shares; 2024Q4: 49,341 shares; 2025Q1: 19,941 shares; 2025Q2: 68,249 shares; 2025Q3: 55,055 shares 55,055 $2.62M <0.01% -13,194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 8,659 shares; 2025Q1: 9,784 shares; 2025Q2: 9,544 shares; 2025Q3: 10,720 shares 10,720 $2.6M <0.01% +1,176 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,097 shares; 2024Q4: 74,409 shares; 2025Q1: 48,391 shares; 2025Q2: 45,520 shares; 2025Q3: 41,267 shares 41,267 $2.6M <0.01% -4,253 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,203 shares; 2024Q4: 31,047 shares; 2025Q1: 32,847 shares; 2025Q2: 33,363 shares; 2025Q3: 34,290 shares 34,290 $2.6M <0.01% +927 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,646 shares; 2025Q1: 10,282 shares; 2025Q2: 8,370 shares; 2025Q3: 9,355 shares 9,355 $2.6M <0.01% +985 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,605 shares; 2024Q4: 98,522 shares; 2025Q1: 101,559 shares; 2025Q2: 97,373 shares; 2025Q3: 96,714 shares 96,714 $2.59M <0.01% -659 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,997 shares; 2024Q4: 7,681 shares; 2025Q1: 7,959 shares; 2025Q2: 8,476 shares; 2025Q3: 9,964 shares 9,964 $2.58M <0.01% +1,488 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,774 shares; 2024Q4: 30,914 shares; 2025Q1: 31,226 shares; 2025Q2: 31,660 shares; 2025Q3: 30,923 shares 30,923 $2.58M <0.01% -737 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,178 shares; 2024Q4: 11,457 shares; 2025Q1: 11,799 shares; 2025Q2: 11,788 shares; 2025Q3: 9,368 shares 9,368 $2.58M <0.01% -2,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,649 shares; 2024Q4: 33,891 shares; 2025Q1: 29,231 shares; 2025Q2: 19,629 shares; 2025Q3: 21,084 shares 21,084 $2.56M <0.01% +1,455 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,587 shares; 2024Q4: 10,561 shares; 2025Q1: 11,684 shares; 2025Q2: 8,965 shares; 2025Q3: 33,026 shares 33,026 $2.54M <0.01% +24,061 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,031 shares; 2024Q4: 4,862 shares; 2025Q1: 3,451 shares; 2025Q2: 3,437 shares; 2025Q3: 4,330 shares 4,330 $2.54M <0.01% +893 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,583 shares; 2024Q4: 50,794 shares; 2025Q1: 54,697 shares; 2025Q2: 58,059 shares; 2025Q3: 60,039 shares 60,039 $2.53M <0.01% +1,980 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,716 shares; 2024Q4: 132,874 shares; 2025Q1: 111,491 shares; 2025Q2: 120,898 shares; 2025Q3: 155,089 shares 155,089 $2.52M <0.01% +34,191 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,233 shares; 2024Q4: 15,963 shares; 2025Q1: 16,688 shares; 2025Q2: 20,409 shares; 2025Q3: 19,809 shares 19,809 $2.52M <0.01% -600 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,087 shares; 2024Q4: 38,429 shares; 2025Q1: 29,091 shares; 2025Q2: 38,092 shares; 2025Q3: 33,712 shares 33,712 $2.51M <0.01% -4,380 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,019 shares; 2024Q4: 61,539 shares; 2025Q1: not reported; 2025Q2: 65,101 shares; 2025Q3: 57,028 shares 57,028 $2.5M <0.01% -8,073 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,451 shares; 2024Q4: 733,449 shares; 2025Q1: 720,422 shares; 2025Q2: 530,614 shares; 2025Q3: 608,762 shares 608,762 $2.5M <0.01% +78,148 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,449 shares; 2025Q1: 13,492 shares; 2025Q2: 13,031 shares; 2025Q3: 21,097 shares 21,097 $2.49M <0.01% +8,066 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,444 shares; 2024Q4: 46,416 shares; 2025Q1: 33,707 shares; 2025Q2: 35,049 shares; 2025Q3: 33,812 shares 33,812 $2.48M <0.01% -1,237 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,250 shares; 2024Q4: 20,880 shares; 2025Q1: 19,580 shares; 2025Q2: 19,380 shares; 2025Q3: 64,789 shares 64,789 $2.48M <0.01% +45,409 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 12,911 shares; 2025Q1: 16,283 shares; 2025Q2: 15,755 shares; 2025Q3: 14,894 shares 14,894 $2.47M <0.01% -861 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 13,233 shares; 2025Q1: 13,537 shares; 2025Q2: 11,959 shares; 2025Q3: 12,975 shares 12,975 $2.46M <0.01% +1,016 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,590 shares; 2024Q4: 20,115 shares; 2025Q1: 20,480 shares; 2025Q2: 20,524 shares; 2025Q3: 22,840 shares 22,840 $2.45M <0.01% +2,316 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,150 shares; 2025Q1: 4,413 shares; 2025Q2: 5,510 shares; 2025Q3: 9,629 shares 9,629 $2.45M <0.01% +4,119 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,052 shares; 2024Q4: 36,979 shares; 2025Q1: 36,979 shares; 2025Q2: 37,117 shares; 2025Q3: 37,337 shares 37,337 $2.44M <0.01% +220 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,781 shares; 2024Q4: 127,379 shares; 2025Q1: 120,691 shares; 2025Q2: 122,124 shares; 2025Q3: 36,286 shares 36,286 $2.44M <0.01% -85,838 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,764 shares; 2024Q4: 22,836 shares; 2025Q1: 21,316 shares; 2025Q2: 21,524 shares; 2025Q3: 22,504 shares 22,504 $2.44M <0.01% +980 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 6,490 shares; 2025Q1: 6,674 shares; 2025Q2: 6,955 shares; 2025Q3: 7,053 shares 7,053 $2.43M <0.01% +98 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,514 shares; 2024Q4: 73,876 shares; 2025Q1: 87,573 shares; 2025Q2: 80,920 shares; 2025Q3: 75,466 shares 75,466 $2.43M <0.01% -5,454 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 25,650 shares; 2025Q1: 27,660 shares; 2025Q2: 29,935 shares; 2025Q3: 28,327 shares 28,327 $2.41M <0.01% -1,608 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,806 shares; 2024Q4: 72,174 shares; 2025Q1: 75,528 shares; 2025Q2: 72,153 shares; 2025Q3: 79,414 shares 79,414 $2.41M <0.01% +7,261 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,219 shares; 2024Q4: 48,546 shares; 2025Q1: 47,432 shares; 2025Q2: 38,520 shares; 2025Q3: 47,367 shares 47,367 $2.41M <0.01% +8,847 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 3,740 shares; 2025Q1: 4,350 shares; 2025Q2: 6,063 shares; 2025Q3: 7,647 shares 7,647 $2.4M <0.01% +1,584 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,414 shares; 2024Q4: 42,814 shares; 2025Q1: 42,777 shares; 2025Q2: 40,387 shares; 2025Q3: 13,017 shares 13,017 $2.4M <0.01% -27,370 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,619 shares; 2025Q1: 7,119 shares; 2025Q2: 8,931 shares; 2025Q3: 13,405 shares 13,405 $2.4M <0.01% +4,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 20,304 shares; 2025Q1: 18,146 shares; 2025Q2: 18,251 shares; 2025Q3: 11,190 shares 11,190 $2.39M <0.01% -7,061 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,068 shares; 2024Q4: 17,265 shares; 2025Q1: 33,886 shares; 2025Q2: 33,114 shares; 2025Q3: 36,667 shares 36,667 $2.39M <0.01% +3,553 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,509 shares; 2024Q4: 148,045 shares; 2025Q1: 111,182 shares; 2025Q2: 83,932 shares; 2025Q3: 85,548 shares 85,548 $2.39M <0.01% +1,616 KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,910 shares; 2024Q4: 32,900 shares; 2025Q1: 32,905 shares; 2025Q2: 33,924 shares; 2025Q3: 34,113 shares 34,113 $2.39M <0.01% +189 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,439 shares; 2024Q4: 21,729 shares; 2025Q1: 17,263 shares; 2025Q2: 25,044 shares; 2025Q3: 29,717 shares 29,717 $2.37M <0.01% +4,673 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 8,360 shares; 2025Q1: 9,911 shares; 2025Q2: 10,097 shares; 2025Q3: 9,322 shares 9,322 $2.37M <0.01% -775 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,275 shares; 2024Q4: 84,793 shares; 2025Q1: 96,362 shares; 2025Q2: 85,677 shares; 2025Q3: 89,391 shares 89,391 $2.36M <0.01% +3,714 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,778 shares; 2024Q4: 34,359 shares; 2025Q1: 35,067 shares; 2025Q2: 36,439 shares; 2025Q3: 34,954 shares 34,954 $2.36M <0.01% -1,485 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,913 shares; 2024Q4: 53,813 shares; 2025Q1: 84,990 shares; 2025Q2: 48,415 shares; 2025Q3: 45,525 shares 45,525 $2.35M <0.01% -2,890 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,498 shares; 2024Q4: 182,541 shares; 2025Q1: 142,532 shares; 2025Q2: 131,277 shares; 2025Q3: 155,132 shares 155,132 $2.34M <0.01% +23,855 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,644 shares; 2024Q4: 38,067 shares; 2025Q1: 40,189 shares; 2025Q2: 41,144 shares; 2025Q3: 43,920 shares 43,920 $2.33M <0.01% +2,776 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,626 shares; 2024Q4: 45,520 shares; 2025Q1: 41,665 shares; 2025Q2: 37,235 shares; 2025Q3: 35,113 shares 35,113 $2.33M <0.01% -2,122 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,396 shares; 2024Q4: 38,886 shares; 2025Q1: 40,178 shares; 2025Q2: 36,798 shares; 2025Q3: 125,729 shares 125,729 $2.31M <0.01% +88,931 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,153 shares; 2025Q3: 33,933 shares 33,933 $2.31M <0.01% +29,780 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,793 shares; 2024Q4: 30,922 shares; 2025Q1: 30,609 shares; 2025Q2: 27,179 shares; 2025Q3: 29,801 shares 29,801 $2.31M <0.01% +2,622 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,902 shares; 2025Q2: 166,942 shares; 2025Q3: 167,943 shares 167,943 $2.3M <0.01% +1,001 Timeline