IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 10,241 shares; 2025Q1: 10,072 shares; 2025Q2: 10,181 shares; 2025Q3: not loaded; 2025Q4: 11,075 shares 11,075 $1.56M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,608 shares; 2025Q1: 1,603 shares; 2025Q2: 8,370 shares; 2025Q3: not loaded; 2025Q4: 6,089 shares 6,089 $1.56M 0.01% Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,201 shares; 2025Q1: 2,101 shares; 2025Q2: 2,341 shares; 2025Q3: not loaded; 2025Q4: 7,855 shares 7,855 $1.55M 0.01% Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,446 shares; 2024Q4: 16,218 shares; 2025Q1: 15,587 shares; 2025Q2: 17,502 shares; 2025Q3: not loaded; 2025Q4: 17,610 shares 17,610 $1.54M 0.01% Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 66,632 shares; 2025Q1: 66,632 shares; 2025Q2: 67,227 shares; 2025Q3: not loaded; 2025Q4: 74,640 shares 74,640 $1.54M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,001 shares; 2024Q4: 45,083 shares; 2025Q1: 45,481 shares; 2025Q2: 80,361 shares; 2025Q3: not loaded; 2025Q4: 52,447 shares 52,447 $1.53M 0.01% Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,229 shares; 2024Q4: 11,751 shares; 2025Q1: 10,817 shares; 2025Q2: 10,922 shares; 2025Q3: not loaded; 2025Q4: 10,663 shares 10,663 $1.53M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,803 shares; 2025Q3: not loaded; 2025Q4: 17,294 shares 17,294 $1.52M 0.01% Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 7,277 shares; 2025Q1: 9,391 shares; 2025Q2: 31,955 shares; 2025Q3: not loaded; 2025Q4: 43,405 shares 43,405 $1.52M 0.01% Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,806 shares; 2024Q4: 16,325 shares; 2025Q1: 16,826 shares; 2025Q2: 15,664 shares; 2025Q3: not loaded; 2025Q4: 15,473 shares 15,473 $1.51M 0.01% Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,465 shares; 2024Q4: 16,385 shares; 2025Q1: 15,721 shares; 2025Q2: 20,094 shares; 2025Q3: not loaded; 2025Q4: 19,116 shares 19,116 $1.51M 0.01% Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 7,003 shares; 2025Q1: 6,898 shares; 2025Q2: 18,115 shares; 2025Q3: not loaded; 2025Q4: 17,210 shares 17,210 $1.5M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,415 shares; 2025Q1: 5,520 shares; 2025Q2: 9,683 shares; 2025Q3: not loaded; 2025Q4: 8,320 shares 8,320 $1.5M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,340 shares; 2024Q4: 12,725 shares; 2025Q1: 11,896 shares; 2025Q2: 14,364 shares; 2025Q3: not loaded; 2025Q4: 11,899 shares 11,899 $1.5M 0.01% Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 8,898 shares; 2025Q1: 10,966 shares; 2025Q2: 6,671 shares; 2025Q3: not loaded; 2025Q4: 71,609 shares 71,609 $1.5M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 8,165 shares; 2025Q1: 15,542 shares; 2025Q2: 18,076 shares; 2025Q3: not loaded; 2025Q4: 17,957 shares 17,957 $1.47M 0.01% Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 22,274 shares; 2025Q1: 21,290 shares; 2025Q2: 23,767 shares; 2025Q3: not loaded; 2025Q4: 21,835 shares 21,835 $1.47M 0.01% Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,754 shares; 2024Q4: 15,816 shares; 2025Q1: 15,174 shares; 2025Q2: 16,381 shares; 2025Q3: not loaded; 2025Q4: 18,485 shares 18,485 $1.47M 0.01% Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,571 shares; 2024Q4: 9,516 shares; 2025Q1: 9,448 shares; 2025Q2: 9,903 shares; 2025Q3: not loaded; 2025Q4: 10,716 shares 10,716 $1.46M 0.01% Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 1,188 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: not loaded; 2025Q4: 4,680 shares 4,680 $1.45M 0.01% Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 41,121 shares 41,121 $1.44M 0.01% Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 7,801 shares; 2025Q1: 8,205 shares; 2025Q2: 8,327 shares; 2025Q3: not loaded; 2025Q4: 10,002 shares 10,002 $1.44M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,010 shares; 2024Q4: 44,502 shares; 2025Q1: 49,996 shares; 2025Q2: 52,884 shares; 2025Q3: not loaded; 2025Q4: 53,087 shares 53,087 $1.44M 0.01% Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,367 shares; 2025Q1: 27,450 shares; 2025Q2: 27,181 shares; 2025Q3: not loaded; 2025Q4: 31,472 shares 31,472 $1.43M 0.01% Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,618 shares; 2024Q4: 169,764 shares; 2025Q1: 145,855 shares; 2025Q2: 131,034 shares; 2025Q3: not loaded; 2025Q4: 104,090 shares 104,090 $1.41M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,084 shares; 2025Q3: not loaded; 2025Q4: 26,702 shares 26,702 $1.41M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 9,116 shares; 2025Q1: 9,032 shares; 2025Q2: 9,562 shares; 2025Q3: not loaded; 2025Q4: 16,094 shares 16,094 $1.39M 0.01% Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: not reported; 2025Q1: 3,493 shares; 2025Q2: 10,981 shares; 2025Q3: not loaded; 2025Q4: 29,332 shares 29,332 $1.38M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,942 shares; 2024Q4: 8,502 shares; 2025Q1: 7,939 shares; 2025Q2: 6,643 shares; 2025Q3: not loaded; 2025Q4: 13,261 shares 13,261 $1.38M 0.01% Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,650 shares; 2024Q4: 31,998 shares; 2025Q1: 28,500 shares; 2025Q2: 28,520 shares; 2025Q3: not loaded; 2025Q4: 26,579 shares 26,579 $1.37M 0.01% Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,997 shares; 2024Q4: 9,369 shares; 2025Q1: 10,270 shares; 2025Q2: 13,867 shares; 2025Q3: not loaded; 2025Q4: 23,309 shares 23,309 $1.37M 0.01% Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 9,803 shares; 2025Q1: 9,872 shares; 2025Q2: 10,337 shares; 2025Q3: not loaded; 2025Q4: 12,783 shares 12,783 $1.35M 0.01% Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,873 shares; 2024Q4: 21,992 shares; 2025Q1: 21,248 shares; 2025Q2: 21,642 shares; 2025Q3: not loaded; 2025Q4: 30,533 shares 30,533 $1.34M 0.01% Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 16,263 shares; 2025Q1: 16,632 shares; 2025Q2: 15,494 shares; 2025Q3: not loaded; 2025Q4: 20,058 shares 20,058 $1.34M 0.01% Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,980 shares; 2025Q1: 8,707 shares; 2025Q2: 9,153 shares; 2025Q3: not loaded; 2025Q4: 8,320 shares 8,320 $1.34M 0.01% Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 16,895 shares 16,895 $1.34M 0.01% Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,570 shares; 2025Q1: 2,641 shares; 2025Q2: 6,953 shares; 2025Q3: not loaded; 2025Q4: 8,263 shares 8,263 $1.34M 0.01% Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 4,919 shares; 2025Q1: 4,106 shares; 2025Q2: 4,178 shares; 2025Q3: not loaded; 2025Q4: 4,414 shares 4,414 $1.33M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 4,524 shares; 2025Q1: 4,588 shares; 2025Q2: 2,537 shares; 2025Q3: not loaded; 2025Q4: 5,898 shares 5,898 $1.33M 0.01% Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 9,068 shares; 2025Q1: 9,828 shares; 2025Q2: 11,243 shares; 2025Q3: not loaded; 2025Q4: 17,764 shares 17,764 $1.32M 0.01% Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,312 shares; 2025Q1: 2,647 shares; 2025Q2: 2,760 shares; 2025Q3: not loaded; 2025Q4: 3,386 shares 3,386 $1.32M 0.01% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,746 shares; 2025Q1: 2,906 shares; 2025Q2: 2,974 shares; 2025Q3: not loaded; 2025Q4: 4,413 shares 4,413 $1.31M 0.01% Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 3,163 shares; 2025Q1: 2,957 shares; 2025Q2: 2,307 shares; 2025Q3: not loaded; 2025Q4: 3,854 shares 3,854 $1.3M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,113 shares; 2024Q4: 40,897 shares; 2025Q1: 39,606 shares; 2025Q2: 38,973 shares; 2025Q3: not loaded; 2025Q4: 27,985 shares 27,985 $1.3M 0.01% Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,379 shares; 2025Q1: 5,066 shares; 2025Q2: 4,646 shares; 2025Q3: not loaded; 2025Q4: 4,671 shares 4,671 $1.3M 0.01% Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 11,965 shares; 2025Q1: 12,824 shares; 2025Q2: 9,571 shares; 2025Q3: not loaded; 2025Q4: 15,858 shares 15,858 $1.29M 0.01% Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,192 shares; 2025Q1: 8,320 shares; 2025Q2: 8,107 shares; 2025Q3: not loaded; 2025Q4: 10,580 shares 10,580 $1.29M 0.01% Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,282 shares; 2024Q4: 18,113 shares; 2025Q1: 18,691 shares; 2025Q2: 25,242 shares; 2025Q3: not loaded; 2025Q4: 19,166 shares 19,166 $1.28M 0.01% Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 4,675 shares; 2025Q1: 4,782 shares; 2025Q2: 11,043 shares; 2025Q3: not loaded; 2025Q4: 12,486 shares 12,486 $1.28M 0.01% Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,191 shares; 2025Q1: 13,636 shares; 2025Q2: 16,246 shares; 2025Q3: not loaded; 2025Q4: 16,492 shares 16,492 $1.28M 0.01% Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,982 shares; 2024Q4: 26,413 shares; 2025Q1: 29,073 shares; 2025Q2: 31,044 shares; 2025Q3: not loaded; 2025Q4: 23,690 shares 23,690 $1.28M 0.01% Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 9,731 shares; 2025Q1: 9,750 shares; 2025Q2: 11,784 shares; 2025Q3: not loaded; 2025Q4: 12,807 shares 12,807 $1.27M 0.01% Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 3,931 shares; 2025Q1: 3,797 shares; 2025Q2: 4,443 shares; 2025Q3: not loaded; 2025Q4: 4,065 shares 4,065 $1.27M 0.01% Timeline CZA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,342 shares; 2024Q4: 20,342 shares; 2025Q1: 20,018 shares; 2025Q2: 12,203 shares; 2025Q3: not loaded; 2025Q4: 11,407 shares 11,407 $1.26M 0.01% Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,246 shares; 2025Q1: 1,033 shares; 2025Q2: 2,242 shares; 2025Q3: not loaded; 2025Q4: 1,636 shares 1,636 $1.26M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 2,271 shares; 2025Q1: 2,451 shares; 2025Q2: 4,344 shares; 2025Q3: not loaded; 2025Q4: 6,256 shares 6,256 $1.26M 0.01% Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 7,256 shares; 2025Q1: 9,675 shares; 2025Q2: 7,213 shares; 2025Q3: not loaded; 2025Q4: 20,880 shares 20,880 $1.26M 0.01% Timeline AVDE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 15,249 shares 15,249 $1.26M 0.01% Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,515 shares 10,515 $1.25M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,195 shares; 2024Q4: 60,728 shares; 2025Q1: 57,397 shares; 2025Q2: 68,734 shares; 2025Q3: not loaded; 2025Q4: 94,522 shares 94,522 $1.24M 0.01% Timeline PSCD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,622 shares; 2025Q2: 11,357 shares; 2025Q3: not loaded; 2025Q4: 11,745 shares 11,745 $1.23M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12,263 shares 12,263 $1.23M 0.01% Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,785 shares; 2024Q4: 15,214 shares; 2025Q1: 20,517 shares; 2025Q2: 19,409 shares; 2025Q3: not loaded; 2025Q4: 16,651 shares 16,651 $1.23M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 10,216 shares; 2025Q1: 11,372 shares; 2025Q2: 10,794 shares; 2025Q3: not loaded; 2025Q4: 13,274 shares 13,274 $1.23M 0.01% Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,296 shares; 2025Q1: 6,304 shares; 2025Q2: 6,124 shares; 2025Q3: not loaded; 2025Q4: 918 shares 918 $1.22M 0.01% Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 24,972 shares 24,972 $1.21M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 34,082 shares; 2025Q1: 32,815 shares; 2025Q2: 32,415 shares; 2025Q3: not loaded; 2025Q4: 32,622 shares 32,622 $1.21M 0.01% Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,936 shares; 2025Q1: 3,698 shares; 2025Q2: 3,335 shares; 2025Q3: not loaded; 2025Q4: 3,748 shares 3,748 $1.21M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,449 shares; 2025Q1: 7,289 shares; 2025Q2: 17,009 shares; 2025Q3: not loaded; 2025Q4: 20,552 shares 20,552 $1.2M 0.01% Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 26,808 shares 26,808 $1.2M 0.01% Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 2,808 shares; 2025Q1: 3,270 shares; 2025Q2: 5,478 shares; 2025Q3: not loaded; 2025Q4: 6,543 shares 6,543 $1.19M 0.01% Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: not loaded; 2025Q4: 1,273 shares 1,273 $1.19M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 4,031 shares; 2025Q1: 3,622 shares; 2025Q2: 3,237 shares; 2025Q3: not loaded; 2025Q4: 5,616 shares 5,616 $1.19M 0.01% Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,243 shares; 2025Q1: 2,235 shares; 2025Q2: 2,230 shares; 2025Q3: not loaded; 2025Q4: 2,055 shares 2,055 $1.18M 0.01% Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 14,019 shares; 2025Q1: 13,651 shares; 2025Q2: 55,878 shares; 2025Q3: not loaded; 2025Q4: 11,694 shares 11,694 $1.17M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,427 shares; 2024Q4: 32,825 shares; 2025Q1: 30,845 shares; 2025Q2: 13,595 shares; 2025Q3: not loaded; 2025Q4: 16,821 shares 16,821 $1.17M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,142 shares; 2024Q4: 29,351 shares; 2025Q1: 28,143 shares; 2025Q2: 30,045 shares; 2025Q3: not loaded; 2025Q4: 40,500 shares 40,500 $1.17M 0.01% Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,222 shares; 2024Q4: 9,822 shares; 2025Q1: 10,931 shares; 2025Q2: 37,149 shares; 2025Q3: not loaded; 2025Q4: 16,042 shares 16,042 $1.17M 0.01% Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 8,981 shares; 2025Q1: 8,942 shares; 2025Q2: 6,637 shares; 2025Q3: not loaded; 2025Q4: 6,903 shares 6,903 $1.17M 0.01% Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 27,274 shares 27,274 $1.16M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 10,491 shares; 2025Q1: 10,223 shares; 2025Q2: 10,221 shares; 2025Q3: not loaded; 2025Q4: 13,091 shares 13,091 $1.15M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 7,642 shares; 2025Q1: 11,088 shares; 2025Q2: 12,206 shares; 2025Q3: not loaded; 2025Q4: 10,221 shares 10,221 $1.15M 0.01% Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,912 shares; 2025Q1: 4,021 shares; 2025Q2: 4,358 shares; 2025Q3: not loaded; 2025Q4: 4,011 shares 4,011 $1.15M 0.01% Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 4,054 shares; 2025Q1: 4,010 shares; 2025Q2: 5,813 shares; 2025Q3: not loaded; 2025Q4: 5,356 shares 5,356 $1.15M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,225 shares; 2024Q4: 48,873 shares; 2025Q1: 46,112 shares; 2025Q2: 47,521 shares; 2025Q3: not loaded; 2025Q4: 44,842 shares 44,842 $1.15M 0.01% Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 7,711 shares; 2025Q1: 7,576 shares; 2025Q2: 7,573 shares; 2025Q3: not loaded; 2025Q4: 12,420 shares 12,420 $1.15M 0.01% Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,069 shares; 2025Q3: not loaded; 2025Q4: 34,463 shares 34,463 $1.15M 0.01% Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 9,504 shares; 2025Q1: 9,608 shares; 2025Q2: 10,046 shares; 2025Q3: not loaded; 2025Q4: 10,161 shares 10,161 $1.14M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,457 shares; 2025Q2: 5,432 shares; 2025Q3: not loaded; 2025Q4: 8,554 shares 8,554 $1.14M 0.01% Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 17,325 shares 17,325 $1.13M 0.01% Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,373 shares; 2024Q4: 12,559 shares; 2025Q1: 15,517 shares; 2025Q2: 33,929 shares; 2025Q3: not loaded; 2025Q4: 16,872 shares 16,872 $1.13M 0.01% Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,706 shares; 2024Q4: 9,459 shares; 2025Q1: 11,115 shares; 2025Q2: 14,426 shares; 2025Q3: not loaded; 2025Q4: 19,334 shares 19,334 $1.13M 0.01% Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 1,309 shares; 2025Q1: 1,237 shares; 2025Q2: 2,618 shares; 2025Q3: not loaded; 2025Q4: 2,202 shares 2,202 $1.12M 0.01% Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 6,882 shares; 2025Q3: not loaded; 2025Q4: 6,363 shares 6,363 $1.12M 0.01% Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,220 shares; 2024Q4: 16,728 shares; 2025Q1: 17,919 shares; 2025Q2: 10,859 shares; 2025Q3: not loaded; 2025Q4: 18,422 shares 18,422 $1.11M 0.01% Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,706 shares; 2024Q4: 17,889 shares; 2025Q1: 19,359 shares; 2025Q2: 22,129 shares; 2025Q3: not loaded; 2025Q4: 18,357 shares 18,357 $1.1M 0.01% Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,947 shares; 2024Q4: 30,142 shares; 2025Q1: 27,235 shares; 2025Q2: 30,173 shares; 2025Q3: not loaded; 2025Q4: 21,750 shares 21,750 $1.09M 0.01% Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,937 shares; 2024Q4: 6,559 shares; 2025Q1: 6,661 shares; 2025Q2: 9,526 shares; 2025Q3: not loaded; 2025Q4: 9,417 shares 9,417 $1.09M 0.01% Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,705 shares; 2025Q1: 9,257 shares; 2025Q2: 9,260 shares; 2025Q3: not loaded; 2025Q4: 11,921 shares 11,921 $1.09M 0.01% Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,350 shares; 2025Q1: 2,585 shares; 2025Q2: 2,485 shares; 2025Q3: not loaded; 2025Q4: 5,203 shares 5,203 $1.08M 0.01% Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,787 shares; 2025Q1: 2,839 shares; 2025Q2: 3,758 shares; 2025Q3: not loaded; 2025Q4: 4,308 shares 4,308 $1.08M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,419 shares; 2024Q4: 14,246 shares; 2025Q1: 16,626 shares; 2025Q2: 21,769 shares; 2025Q3: not loaded; 2025Q4: 21,844 shares 21,844 $1.07M 0.01% Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: not loaded; 2025Q4: 13,862 shares 13,862 $1.06M 0.01% Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,770 shares; 2025Q1: 8,235 shares; 2025Q2: 22,412 shares; 2025Q3: not loaded; 2025Q4: 12,634 shares 12,634 $1.06M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,337 shares; 2024Q4: 19,337 shares; 2025Q1: 19,337 shares; 2025Q2: 18,337 shares; 2025Q3: not loaded; 2025Q4: 32,158 shares 32,158 $1.06M 0.01% Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,183 shares; 2025Q3: not loaded; 2025Q4: 27,518 shares 27,518 $1.06M 0.01% Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 6,301 shares; 2025Q1: 6,322 shares; 2025Q2: 6,618 shares; 2025Q3: not loaded; 2025Q4: 8,201 shares 8,201 $1.06M 0.01% Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,781 shares; 2024Q4: 34,380 shares; 2025Q1: 36,115 shares; 2025Q2: 39,945 shares; 2025Q3: not loaded; 2025Q4: 47,424 shares 47,424 $1.06M 0.01% Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 5,003 shares; 2025Q1: 4,727 shares; 2025Q2: 3,509 shares; 2025Q3: not loaded; 2025Q4: 23,137 shares 23,137 $1.05M 0.01% Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 10,684 shares; 2025Q1: 11,215 shares; 2025Q2: 10,022 shares; 2025Q3: not loaded; 2025Q4: 8,910 shares 8,910 $1.05M 0.01% Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,148 shares; 2025Q1: 2,782 shares; 2025Q2: 2,485 shares; 2025Q3: not loaded; 2025Q4: 7,620 shares 7,620 $1.03M 0.01% Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 21,319 shares 21,319 $1.03M 0.01% Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 7,524 shares; 2025Q1: 7,405 shares; 2025Q2: 7,914 shares; 2025Q3: not loaded; 2025Q4: 7,695 shares 7,695 $1.03M 0.01% Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,505 shares; 2024Q4: 27,553 shares; 2025Q1: 22,121 shares; 2025Q2: 22,118 shares; 2025Q3: not loaded; 2025Q4: 24,649 shares 24,649 $1.03M 0.01% Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 17,509 shares; 2025Q1: 19,250 shares; 2025Q2: 20,120 shares; 2025Q3: not loaded; 2025Q4: 25,517 shares 25,517 $1.03M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,136 shares; 2024Q4: 22,960 shares; 2025Q1: 32,881 shares; 2025Q2: 25,858 shares; 2025Q3: not loaded; 2025Q4: 27,823 shares 27,823 $1.02M 0.01% Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,340 shares; 2025Q1: 16,749 shares; 2025Q2: 11,083 shares; 2025Q3: not loaded; 2025Q4: 11,616 shares 11,616 $1.01M 0.01% Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,312 shares; 2025Q1: 3,322 shares; 2025Q2: 6,577 shares; 2025Q3: not loaded; 2025Q4: 7,850 shares 7,850 $1.01M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 3,272 shares; 2025Q1: 3,606 shares; 2025Q2: 3,195 shares; 2025Q3: not loaded; 2025Q4: 6,236 shares 6,236 $1.01M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 10,640 shares; 2025Q1: 10,640 shares; 2025Q2: 19,755 shares; 2025Q3: not loaded; 2025Q4: 19,229 shares 19,229 $1.01M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,670 shares; 2024Q4: 35,739 shares; 2025Q1: 37,527 shares; 2025Q2: 38,676 shares; 2025Q3: not loaded; 2025Q4: 41,886 shares 41,886 $1.01M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,250 shares; 2024Q4: 25,415 shares; 2025Q1: 15,740 shares; 2025Q2: 5,978 shares; 2025Q3: not loaded; 2025Q4: 24,429 shares 24,429 $1.01M 0.01% Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 13,194 shares; 2025Q1: 19,764 shares; 2025Q2: 19,354 shares; 2025Q3: not loaded; 2025Q4: 22,879 shares 22,879 $1M 0.01% Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 44,623 shares 44,623 $1M 0.01% Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,939 shares; 2025Q1: 2,369 shares; 2025Q2: 2,686 shares; 2025Q3: not loaded; 2025Q4: 4,393 shares 4,393 $999K 0.01% Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,196 shares; 2025Q1: 1,195 shares; 2025Q2: 1,633 shares; 2025Q3: not loaded; 2025Q4: 2,240 shares 2,240 $996K 0.01% Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,304 shares; 2024Q4: 45,304 shares; 2025Q1: 45,304 shares; 2025Q2: 45,304 shares; 2025Q3: not loaded; 2025Q4: 43,632 shares 43,632 $996K 0.01% Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,528 shares; 2024Q4: 772,884 shares; 2025Q1: 857,792 shares; 2025Q2: 98,490 shares; 2025Q3: not loaded; 2025Q4: 14,761 shares 14,761 $995K 0.01% Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,350 shares; 2024Q4: 62,950 shares; 2025Q1: 62,950 shares; 2025Q2: 29,375 shares; 2025Q3: not loaded; 2025Q4: 27,265 shares 27,265 $987K 0.01% Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,149 shares 4,149 $985K 0.01% Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,797 shares; 2024Q4: 17,416 shares; 2025Q1: 14,936 shares; 2025Q2: 17,146 shares; 2025Q3: not loaded; 2025Q4: 11,863 shares 11,863 $984K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,988 shares; 2025Q1: 2,923 shares; 2025Q2: 3,429 shares; 2025Q3: not loaded; 2025Q4: 4,753 shares 4,753 $974K 0.01% Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 14,871 shares 14,871 $973K 0.01% Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,763 shares; 2025Q1: 3,303 shares; 2025Q2: 4,481 shares; 2025Q3: not loaded; 2025Q4: 5,689 shares 5,689 $967K 0.01% Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 8,420 shares; 2025Q1: 8,506 shares; 2025Q2: 9,577 shares; 2025Q3: not loaded; 2025Q4: 10,518 shares 10,518 $962K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 4,997 shares; 2025Q1: 4,972 shares; 2025Q2: 7,084 shares; 2025Q3: not loaded; 2025Q4: 4,421 shares 4,421 $960K <0.01% Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 3,831 shares; 2025Q1: 4,121 shares; 2025Q2: 3,633 shares; 2025Q3: not loaded; 2025Q4: 4,720 shares 4,720 $957K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 22,868 shares; 2025Q1: 20,804 shares; 2025Q2: 23,500 shares; 2025Q3: not loaded; 2025Q4: 23,258 shares 23,258 $956K <0.01% Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,248 shares; 2025Q1: 3,055 shares; 2025Q2: 3,591 shares; 2025Q3: not loaded; 2025Q4: 3,683 shares 3,683 $956K <0.01% Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 2,550 shares; 2025Q1: 2,265 shares; 2025Q2: 3,707 shares; 2025Q3: not loaded; 2025Q4: 4,221 shares 4,221 $942K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,070 shares; 2024Q4: 16,141 shares; 2025Q1: 16,010 shares; 2025Q2: 20,223 shares; 2025Q3: not loaded; 2025Q4: 20,026 shares 20,026 $937K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,513 shares; 2024Q4: 24,674 shares; 2025Q1: 34,192 shares; 2025Q2: 41,933 shares; 2025Q3: not loaded; 2025Q4: 35,551 shares 35,551 $936K <0.01% Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,738 shares; 2025Q1: 2,545 shares; 2025Q2: 2,956 shares; 2025Q3: not loaded; 2025Q4: 3,811 shares 3,811 $926K <0.01% Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 6,528 shares; 2025Q1: 7,119 shares; 2025Q2: 5,185 shares; 2025Q3: not loaded; 2025Q4: 7,352 shares 7,352 $925K <0.01% Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: 16,723 shares; 2025Q1: 16,731 shares; 2025Q2: 17,736 shares; 2025Q3: not loaded; 2025Q4: 16,401 shares 16,401 $922K <0.01% Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 14,345 shares 14,345 $920K <0.01% Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,947 shares; 2024Q4: 4,024 shares; 2025Q1: 3,408 shares; 2025Q2: 5,605 shares; 2025Q3: not loaded; 2025Q4: 8,329 shares 8,329 $917K <0.01% Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,007 shares; 2025Q1: 42,754 shares; 2025Q2: 42,754 shares; 2025Q3: not loaded; 2025Q4: 48,709 shares 48,709 $917K <0.01% Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 176 shares; 2025Q1: 154 shares; 2025Q2: 160 shares; 2025Q3: not loaded; 2025Q4: 454 shares 454 $914K <0.01% Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,340 shares; 2025Q3: not loaded; 2025Q4: 11,701 shares 11,701 $905K <0.01% Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,872 shares; 2025Q1: 6,184 shares; 2025Q2: 7,047 shares; 2025Q3: not loaded; 2025Q4: 7,081 shares 7,081 $896K <0.01% Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,795 shares; 2025Q1: 4,625 shares; 2025Q2: 5,092 shares; 2025Q3: not loaded; 2025Q4: 6,405 shares 6,405 $896K <0.01% Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: 9,200 shares; 2025Q1: 8,511 shares; 2025Q2: 20,314 shares; 2025Q3: not loaded; 2025Q4: 22,111 shares 22,111 $887K <0.01% Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,037 shares; 2025Q3: not loaded; 2025Q4: 19,386 shares 19,386 $881K <0.01% Timeline DWAS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 9,639 shares; 2025Q1: 9,223 shares; 2025Q2: 9,223 shares; 2025Q3: not loaded; 2025Q4: 9,085 shares 9,085 $879K <0.01% Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,551 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: not loaded; 2025Q4: 39,324 shares 39,324 $878K <0.01% Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,127 shares; 2025Q2: 11,133 shares; 2025Q3: not loaded; 2025Q4: 10,278 shares 10,278 $876K <0.01% Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 6,036 shares; 2025Q1: 6,007 shares; 2025Q2: 606,588 shares; 2025Q3: not loaded; 2025Q4: 23,007 shares 23,007 $875K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,618 shares; 2025Q1: 3,644 shares; 2025Q2: 3,985 shares; 2025Q3: not loaded; 2025Q4: 3,961 shares 3,961 $874K <0.01% Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,764 shares; 2025Q1: 2,616 shares; 2025Q2: 2,602 shares; 2025Q3: not loaded; 2025Q4: 2,992 shares 2,992 $862K <0.01% Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 586 shares; 2025Q1: 589 shares; 2025Q2: 5,628 shares; 2025Q3: not loaded; 2025Q4: 5,560 shares 5,560 $852K <0.01% Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,707 shares; 2024Q4: 29,753 shares; 2025Q1: 29,557 shares; 2025Q2: 29,610 shares; 2025Q3: not loaded; 2025Q4: 34,344 shares 34,344 $851K <0.01% Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,742 shares; 2025Q1: 4,404 shares; 2025Q2: 3,973 shares; 2025Q3: not loaded; 2025Q4: 4,383 shares 4,383 $848K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 12,637 shares; 2025Q1: 9,499 shares; 2025Q2: 10,080 shares; 2025Q3: not loaded; 2025Q4: 13,149 shares 13,149 $846K <0.01% Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,667 shares; 2025Q1: 6,531 shares; 2025Q2: 6,350 shares; 2025Q3: not loaded; 2025Q4: 8,548 shares 8,548 $844K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,863 shares; 2024Q4: 16,447 shares; 2025Q1: 12,232 shares; 2025Q2: 15,779 shares; 2025Q3: not loaded; 2025Q4: 16,548 shares 16,548 $840K <0.01% Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,623 shares; 2025Q1: 2,287 shares; 2025Q2: 2,755 shares; 2025Q3: not loaded; 2025Q4: 4,829 shares 4,829 $840K <0.01% Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 6,288 shares; 2025Q1: 6,557 shares; 2025Q2: 7,883 shares; 2025Q3: not loaded; 2025Q4: 9,772 shares 9,772 $836K <0.01% Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,988 shares; 2024Q4: 8,404 shares; 2025Q1: 8,590 shares; 2025Q2: 8,886 shares; 2025Q3: not loaded; 2025Q4: 15,910 shares 15,910 $834K <0.01% Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 1,957 shares; 2025Q1: 2,071 shares; 2025Q2: 6,369 shares; 2025Q3: not loaded; 2025Q4: 3,219 shares 3,219 $833K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,940 shares; 2025Q3: not loaded; 2025Q4: 4,668 shares 4,668 $832K <0.01% Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,229 shares; 2025Q1: 1,203 shares; 2025Q2: 1,340 shares; 2025Q3: not loaded; 2025Q4: 1,330 shares 1,330 $828K <0.01% Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,256 shares 4,256 $827K <0.01% Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,547 shares; 2025Q1: 1,375 shares; 2025Q2: 1,140 shares; 2025Q3: not loaded; 2025Q4: 6,247 shares 6,247 $827K <0.01% Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,412 shares; 2025Q1: 4,163 shares; 2025Q2: 4,068 shares; 2025Q3: not loaded; 2025Q4: 4,539 shares 4,539 $826K <0.01% Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 23,818 shares; 2025Q1: 19,138 shares; 2025Q2: 18,706 shares; 2025Q3: not loaded; 2025Q4: 17,736 shares 17,736 $813K <0.01% Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,944 shares 9,944 $812K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,695 shares; 2024Q4: 12,738 shares; 2025Q1: 12,711 shares; 2025Q2: 11,040 shares; 2025Q3: not loaded; 2025Q4: 13,855 shares 13,855 $811K <0.01% Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 10,294 shares; 2025Q1: 12,226 shares; 2025Q2: 12,181 shares; 2025Q3: not loaded; 2025Q4: 12,085 shares 12,085 $810K <0.01% Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,451 shares; 2024Q4: 63,951 shares; 2025Q1: 63,356 shares; 2025Q2: 63,342 shares; 2025Q3: not loaded; 2025Q4: 59,037 shares 59,037 $809K <0.01% Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,092 shares; 2024Q4: 46,104 shares; 2025Q1: 38,066 shares; 2025Q2: 21,772 shares; 2025Q3: not loaded; 2025Q4: 18,293 shares 18,293 $808K <0.01% Timeline PKW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,000 shares 6,000 $806K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,920 shares; 2024Q4: 79,099 shares; 2025Q1: 57,707 shares; 2025Q2: 46,107 shares; 2025Q3: not loaded; 2025Q4: 50,071 shares 50,071 $805K <0.01% Timeline IGPT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,583 shares; 2024Q4: 24,583 shares; 2025Q1: 24,222 shares; 2025Q2: 13,764 shares; 2025Q3: not loaded; 2025Q4: 13,514 shares 13,514 $804K <0.01% Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,646 shares; 2025Q1: 7,649 shares; 2025Q2: 9,628 shares; 2025Q3: not loaded; 2025Q4: 10,136 shares 10,136 $798K <0.01% Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,960 shares; 2025Q3: not loaded; 2025Q4: 17,225 shares 17,225 $797K <0.01% Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,858 shares; 2024Q4: 8,819 shares; 2025Q1: 9,971 shares; 2025Q2: 12,237 shares; 2025Q3: not loaded; 2025Q4: 16,996 shares 16,996 $795K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 951 shares; 2025Q1: 964 shares; 2025Q2: 916 shares; 2025Q3: not loaded; 2025Q4: 1,437 shares 1,437 $792K <0.01% Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 3,500 shares; 2025Q2: 3,865 shares; 2025Q3: not loaded; 2025Q4: 10,212 shares 10,212 $791K <0.01% Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,104 shares; 2024Q4: 9,489 shares; 2025Q1: 9,416 shares; 2025Q2: 10,114 shares; 2025Q3: not loaded; 2025Q4: 13,793 shares 13,793 $790K <0.01% Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,863 shares; 2025Q3: not loaded; 2025Q4: 14,825 shares 14,825 $788K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,710 shares; 2025Q1: 7,696 shares; 2025Q2: 11,877 shares; 2025Q3: not loaded; 2025Q4: 28,076 shares 28,076 $786K <0.01% Timeline PTF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,028 shares; 2024Q4: 21,028 shares; 2025Q1: 20,523 shares; 2025Q2: 10,404 shares; 2025Q3: not loaded; 2025Q4: 10,239 shares 10,239 $783K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 4,682 shares; 2025Q1: 4,180 shares; 2025Q2: 4,315 shares; 2025Q3: not loaded; 2025Q4: 4,217 shares 4,217 $780K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 9,406 shares; 2025Q1: 9,038 shares; 2025Q2: 8,862 shares; 2025Q3: not loaded; 2025Q4: 9,382 shares 9,382 $779K <0.01% Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,546 shares; 2025Q1: 3,742 shares; 2025Q2: 4,055 shares; 2025Q3: not loaded; 2025Q4: 3,642 shares 3,642 $777K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,908 shares; 2024Q4: 7,692 shares; 2025Q1: 7,269 shares; 2025Q2: 6,348 shares; 2025Q3: not loaded; 2025Q4: 9,625 shares 9,625 $777K <0.01% Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,478 shares; 2024Q4: 10,565 shares; 2025Q1: 9,521 shares; 2025Q2: 9,754 shares; 2025Q3: not loaded; 2025Q4: 9,293 shares 9,293 $777K <0.01% Timeline PFM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 9,071 shares; 2025Q1: 9,071 shares; 2025Q2: 7,631 shares; 2025Q3: not loaded; 2025Q4: 14,996 shares 14,996 $772K <0.01% Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: not loaded; 2025Q4: 3,179 shares 3,179 $772K <0.01% Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,951 shares; 2024Q4: 13,425 shares; 2025Q1: 13,081 shares; 2025Q2: 14,022 shares; 2025Q3: not loaded; 2025Q4: 19,386 shares 19,386 $768K <0.01% Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 4,441 shares; 2025Q1: 4,323 shares; 2025Q2: 5,559 shares; 2025Q3: not loaded; 2025Q4: 7,366 shares 7,366 $767K <0.01% Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 21,458 shares 21,458 $763K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,823 shares; 2025Q1: 4,167 shares; 2025Q2: 4,853 shares; 2025Q3: not loaded; 2025Q4: 7,782 shares 7,782 $762K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,633 shares; 2025Q3: not loaded; 2025Q4: 5,059 shares 5,059 $760K <0.01% Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,185 shares; 2025Q1: 6,693 shares; 2025Q2: 9,698 shares; 2025Q3: not loaded; 2025Q4: 7,165 shares 7,165 $756K <0.01% Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,850 shares; 2024Q4: 43,623 shares; 2025Q1: 43,640 shares; 2025Q2: 45,315 shares; 2025Q3: not loaded; 2025Q4: 28,904 shares 28,904 $753K <0.01% Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,282 shares; 2025Q1: 2,530 shares; 2025Q2: 2,874 shares; 2025Q3: not loaded; 2025Q4: 2,989 shares 2,989 $750K <0.01% Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 13,698 shares; 2025Q1: 14,092 shares; 2025Q2: 22,016 shares; 2025Q3: not loaded; 2025Q4: 21,507 shares 21,507 $747K <0.01% Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,553 shares; 2025Q1: 37,553 shares; 2025Q2: 37,553 shares; 2025Q3: not loaded; 2025Q4: 44,017 shares 44,017 $745K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,533 shares; 2025Q1: 5,186 shares; 2025Q2: 5,379 shares; 2025Q3: not loaded; 2025Q4: 6,108 shares 6,108 $745K <0.01% Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 3,332 shares; 2025Q1: 5,644 shares; 2025Q2: 5,739 shares; 2025Q3: not loaded; 2025Q4: 6,267 shares 6,267 $743K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,695 shares; 2024Q4: 58,118 shares; 2025Q1: 35,499 shares; 2025Q2: 32,972 shares; 2025Q3: not loaded; 2025Q4: 30,489 shares 30,489 $739K <0.01% Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 10,562 shares; 2025Q1: 12,714 shares; 2025Q2: 11,461 shares; 2025Q3: not loaded; 2025Q4: 16,360 shares 16,360 $737K <0.01% Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,635 shares; 2025Q3: not loaded; 2025Q4: 10,738 shares 10,738 $734K <0.01% Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 12,925 shares; 2025Q1: 13,383 shares; 2025Q2: 20,046 shares; 2025Q3: not loaded; 2025Q4: 8,862 shares 8,862 $731K <0.01% Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 11,110 shares 11,110 $727K <0.01% Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 15,344 shares 15,344 $725K <0.01% Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 1,011 shares; 2025Q1: 940 shares; 2025Q2: 943 shares; 2025Q3: not loaded; 2025Q4: 2,841 shares 2,841 $720K <0.01% Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,465 shares; 2025Q2: 11,029 shares; 2025Q3: not loaded; 2025Q4: 11,656 shares 11,656 $717K <0.01% Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,242 shares; 2025Q2: 6,884 shares; 2025Q3: not loaded; 2025Q4: 16,089 shares 16,089 $717K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,586 shares; 2025Q1: 2,385 shares; 2025Q2: 2,805 shares; 2025Q3: not loaded; 2025Q4: 3,339 shares 3,339 $715K <0.01% Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,624 shares; 2024Q4: 25,959 shares; 2025Q1: 25,959 shares; 2025Q2: 25,574 shares; 2025Q3: not loaded; 2025Q4: 27,159 shares 27,159 $715K <0.01% Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 7,219 shares; 2025Q1: 9,219 shares; 2025Q2: 9,110 shares; 2025Q3: not loaded; 2025Q4: 9,893 shares 9,893 $714K <0.01% Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,141 shares; 2024Q4: 23,140 shares; 2025Q1: 22,135 shares; 2025Q2: 20,150 shares; 2025Q3: not loaded; 2025Q4: 19,546 shares 19,546 $708K <0.01% Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,719 shares; 2025Q3: not loaded; 2025Q4: 4,742 shares 4,742 $703K <0.01% Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,920 shares; 2025Q1: 2,611 shares; 2025Q2: 10,906 shares; 2025Q3: not loaded; 2025Q4: 8,370 shares 8,370 $702K <0.01% Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 9,366 shares; 2025Q1: 9,091 shares; 2025Q2: 9,717 shares; 2025Q3: not loaded; 2025Q4: 8,799 shares 8,799 $701K <0.01% Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,999 shares; 2025Q1: 4,741 shares; 2025Q2: 5,035 shares; 2025Q3: not loaded; 2025Q4: 5,029 shares 5,029 $701K <0.01% Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,466 shares; 2025Q2: 3,620 shares; 2025Q3: not loaded; 2025Q4: 4,384 shares 4,384 $701K <0.01% Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,443 shares; 2024Q4: 16,391 shares; 2025Q1: 17,241 shares; 2025Q2: 16,862 shares; 2025Q3: not loaded; 2025Q4: 18,681 shares 18,681 $699K <0.01% Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,397 shares; 2025Q1: not reported; 2025Q2: 2,562 shares; 2025Q3: not loaded; 2025Q4: 3,780 shares 3,780 $698K <0.01% Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,002 shares; 2024Q4: 229,002 shares; 2025Q1: 229,274 shares; 2025Q2: 229,002 shares; 2025Q3: not loaded; 2025Q4: 228,537 shares 228,537 $695K <0.01% Timeline NUS NU SKIN ENTERPRISES INC More: the full row for NU SKIN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,814 shares; 2024Q4: 71,814 shares; 2025Q1: 72,121 shares; 2025Q2: 72,121 shares; 2025Q3: not loaded; 2025Q4: 71,931 shares 71,931 $692K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,298 shares; 2025Q3: not loaded; 2025Q4: 12,162 shares 12,162 $689K <0.01% Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 10,170 shares; 2025Q1: 9,759 shares; 2025Q2: 26,164 shares; 2025Q3: not loaded; 2025Q4: 18,304 shares 18,304 $688K <0.01% Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,750 shares; 2025Q3: not loaded; 2025Q4: 26,758 shares 26,758 $683K <0.01% Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,042 shares; 2025Q1: 1,901 shares; 2025Q2: 2,611 shares; 2025Q3: not loaded; 2025Q4: 1,774 shares 1,774 $680K <0.01% Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 13,677 shares; 2025Q1: 14,118 shares; 2025Q2: 14,070 shares; 2025Q3: not loaded; 2025Q4: 10,329 shares 10,329 $677K <0.01% Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,438 shares; 2025Q1: 12,300 shares; 2025Q2: 9,063 shares; 2025Q3: not loaded; 2025Q4: 8,228 shares 8,228 $674K <0.01% Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 3,019 shares; 2025Q3: not loaded; 2025Q4: 6,546 shares 6,546 $674K <0.01% Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,566 shares; 2025Q1: 7,694 shares; 2025Q2: 9,444 shares; 2025Q3: not loaded; 2025Q4: 9,290 shares 9,290 $673K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,061 shares; 2024Q4: 14,817 shares; 2025Q1: 15,020 shares; 2025Q2: 8,827 shares; 2025Q3: not loaded; 2025Q4: 14,724 shares 14,724 $672K <0.01% Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,406 shares; 2025Q1: 5,050 shares; 2025Q2: 5,133 shares; 2025Q3: not loaded; 2025Q4: 5,303 shares 5,303 $672K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 6,228 shares; 2025Q1: 4,402 shares; 2025Q2: 2,712 shares; 2025Q3: not loaded; 2025Q4: 6,442 shares 6,442 $668K <0.01% Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,364 shares; 2024Q4: 13,644 shares; 2025Q1: 12,981 shares; 2025Q2: 12,725 shares; 2025Q3: not loaded; 2025Q4: 12,083 shares 12,083 $667K <0.01% Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,471 shares 10,471 $666K <0.01% Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: not reported; 2025Q1: 2,429 shares; 2025Q2: 2,392 shares; 2025Q3: not loaded; 2025Q4: 3,352 shares 3,352 $666K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 2,780 shares; 2025Q2: 2,713 shares; 2025Q3: not loaded; 2025Q4: 3,922 shares 3,922 $665K <0.01% Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 3,359 shares; 2025Q1: 3,586 shares; 2025Q2: 3,742 shares; 2025Q3: not loaded; 2025Q4: 4,365 shares 4,365 $663K <0.01% Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: not loaded; 2025Q4: 195 shares 195 $663K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 17,205 shares 17,205 $662K <0.01% Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 916 shares; 2025Q1: 914 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,044 shares 3,044 $660K <0.01% Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 955 shares; 2025Q1: 970 shares; 2025Q2: 905 shares; 2025Q3: not loaded; 2025Q4: 1,833 shares 1,833 $660K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,116 shares; 2025Q1: 11,389 shares; 2025Q2: 23,946 shares; 2025Q3: not loaded; 2025Q4: 55,858 shares 55,858 $655K <0.01% Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,429 shares; 2025Q1: 1,534 shares; 2025Q2: 3,228 shares; 2025Q3: not loaded; 2025Q4: 3,640 shares 3,640 $650K <0.01% Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,314 shares; 2025Q1: 7,035 shares; 2025Q2: 14,634 shares; 2025Q3: not loaded; 2025Q4: 10,517 shares 10,517 $650K <0.01% Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,093 shares; 2024Q4: 17,901 shares; 2025Q1: 17,645 shares; 2025Q2: 18,802 shares; 2025Q3: not loaded; 2025Q4: 10,162 shares 10,162 $645K <0.01% Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,578 shares; 2024Q4: 15,449 shares; 2025Q1: 13,571 shares; 2025Q2: 14,216 shares; 2025Q3: not loaded; 2025Q4: 16,975 shares 16,975 $644K <0.01% Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,877 shares; 2024Q4: 20,253 shares; 2025Q1: 18,137 shares; 2025Q2: 14,415 shares; 2025Q3: not loaded; 2025Q4: 14,443 shares 14,443 $643K <0.01% Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,716 shares; 2025Q3: not loaded; 2025Q4: 5,975 shares 5,975 $643K <0.01% Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,687 shares; 2025Q2: 4,148 shares; 2025Q3: not loaded; 2025Q4: 7,574 shares 7,574 $640K <0.01% Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,466 shares; 2025Q3: not loaded; 2025Q4: 8,655 shares 8,655 $637K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,916 shares; 2024Q4: 16,710 shares; 2025Q1: 19,303 shares; 2025Q2: 19,508 shares; 2025Q3: not loaded; 2025Q4: 21,100 shares 21,100 $637K <0.01% Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 6,625 shares; 2025Q1: 7,419 shares; 2025Q2: 9,619 shares; 2025Q3: not loaded; 2025Q4: 7,275 shares 7,275 $635K <0.01% Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: not reported; 2025Q1: 3,446 shares; 2025Q2: 3,812 shares; 2025Q3: not loaded; 2025Q4: 4,446 shares 4,446 $634K <0.01% Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,188 shares; 2025Q3: not loaded; 2025Q4: 25,820 shares 25,820 $632K <0.01% Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,281 shares; 2025Q1: 5,432 shares; 2025Q2: 4,831 shares; 2025Q3: not loaded; 2025Q4: 7,835 shares 7,835 $631K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,807 shares; 2024Q4: 9,452 shares; 2025Q1: 8,822 shares; 2025Q2: 8,952 shares; 2025Q3: not loaded; 2025Q4: 9,220 shares 9,220 $630K <0.01% Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,896 shares; 2024Q4: 22,889 shares; 2025Q1: 25,721 shares; 2025Q2: 25,554 shares; 2025Q3: not loaded; 2025Q4: 26,225 shares 26,225 $630K <0.01% Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 11,680 shares; 2025Q1: 18,515 shares; 2025Q2: 12,050 shares; 2025Q3: not loaded; 2025Q4: 22,284 shares 22,284 $630K <0.01% Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,531 shares; 2025Q1: 12,035 shares; 2025Q2: 12,063 shares; 2025Q3: not loaded; 2025Q4: 26,972 shares 26,972 $630K <0.01% Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 5,369 shares; 2025Q1: 5,369 shares; 2025Q2: 5,563 shares; 2025Q3: not loaded; 2025Q4: 6,096 shares 6,096 $629K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: not reported; 2025Q1: 3,422 shares; 2025Q2: 4,030 shares; 2025Q3: not loaded; 2025Q4: 9,369 shares 9,369 $627K <0.01% Timeline PKB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,086 shares; 2025Q1: 11,876 shares; 2025Q2: 6,855 shares; 2025Q3: not loaded; 2025Q4: 6,741 shares 6,741 $624K <0.01% Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,025 shares; 2024Q4: 26,946 shares; 2025Q1: 25,160 shares; 2025Q2: 24,985 shares; 2025Q3: not loaded; 2025Q4: 24,490 shares 24,490 $624K <0.01% Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,701 shares; 2025Q1: 3,923 shares; 2025Q2: 3,711 shares; 2025Q3: not loaded; 2025Q4: 5,435 shares 5,435 $624K <0.01% Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,602 shares; 2025Q1: 8,697 shares; 2025Q2: 8,347 shares; 2025Q3: not loaded; 2025Q4: 8,391 shares 8,391 $620K <0.01% Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 6,345 shares; 2025Q1: 7,840 shares; 2025Q2: 7,939 shares; 2025Q3: not loaded; 2025Q4: 8,001 shares 8,001 $619K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,423 shares; 2024Q4: 15,869 shares; 2025Q1: 13,730 shares; 2025Q2: 13,349 shares; 2025Q3: not loaded; 2025Q4: 13,574 shares 13,574 $618K <0.01% Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 13,917 shares; 2025Q1: 12,653 shares; 2025Q2: 15,760 shares; 2025Q3: not loaded; 2025Q4: 8,217 shares 8,217 $617K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,962 shares; 2025Q3: not loaded; 2025Q4: 7,825 shares 7,825 $616K <0.01% Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,604 shares; 2025Q2: 10,901 shares; 2025Q3: not loaded; 2025Q4: 10,133 shares 10,133 $612K <0.01% Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares; 2025Q3: not loaded; 2025Q4: 5,629 shares 5,629 $611K <0.01% Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,844 shares; 2024Q4: 442,505 shares; 2025Q1: 429,602 shares; 2025Q2: 393,659 shares; 2025Q3: not loaded; 2025Q4: 9,415 shares 9,415 $610K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,416 shares; 2025Q2: 9,933 shares; 2025Q3: not loaded; 2025Q4: 20,476 shares 20,476 $610K <0.01% Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 10,690 shares; 2025Q1: 5,982 shares; 2025Q2: 6,789 shares; 2025Q3: not loaded; 2025Q4: 6,974 shares 6,974 $608K <0.01% Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,917 shares; 2025Q2: 21,041 shares; 2025Q3: not loaded; 2025Q4: 31,328 shares 31,328 $607K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,394 shares; 2025Q3: not loaded; 2025Q4: 6,950 shares 6,950 $607K <0.01% Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,647 shares; 2024Q4: 15,818 shares; 2025Q1: 15,047 shares; 2025Q2: 7,856 shares; 2025Q3: not loaded; 2025Q4: 7,694 shares 7,694 $607K <0.01% Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,528 shares; 2025Q1: 7,050 shares; 2025Q2: 7,300 shares; 2025Q3: not loaded; 2025Q4: 8,719 shares 8,719 $605K <0.01% Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 5,281 shares; 2025Q1: 4,771 shares; 2025Q2: 4,571 shares; 2025Q3: not loaded; 2025Q4: 5,832 shares 5,832 $604K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 2,698 shares; 2025Q1: 2,283 shares; 2025Q2: 2,275 shares; 2025Q3: not loaded; 2025Q4: 3,473 shares 3,473 $603K <0.01% Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,528 shares; 2025Q1: 34,457 shares; 2025Q2: 32,491 shares; 2025Q3: not loaded; 2025Q4: 33,693 shares 33,693 $601K <0.01% Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,505 shares; 2025Q1: 14,777 shares; 2025Q2: 19,896 shares; 2025Q3: not loaded; 2025Q4: 34,565 shares 34,565 $600K <0.01% Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 5,733 shares; 2025Q1: 8,761 shares; 2025Q2: 9,245 shares; 2025Q3: not loaded; 2025Q4: 9,519 shares 9,519 $599K <0.01% Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,114 shares; 2024Q4: 337,610 shares; 2025Q1: 297,936 shares; 2025Q2: 18,738 shares; 2025Q3: not loaded; 2025Q4: 17,371 shares 17,371 $598K <0.01% Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 5,630 shares; 2025Q1: 4,966 shares; 2025Q2: 6,727 shares; 2025Q3: not loaded; 2025Q4: 7,284 shares 7,284 $597K <0.01% Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,667 shares; 2025Q1: 42,518 shares; 2025Q2: 41,087 shares; 2025Q3: not loaded; 2025Q4: 31,089 shares 31,089 $597K <0.01% Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,361 shares; 2025Q1: 4,399 shares; 2025Q2: 5,598 shares; 2025Q3: not loaded; 2025Q4: 5,181 shares 5,181 $596K <0.01% Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,099 shares; 2024Q4: 14,433 shares; 2025Q1: 12,170 shares; 2025Q2: 13,412 shares; 2025Q3: not loaded; 2025Q4: 14,265 shares 14,265 $596K <0.01% Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,344 shares; 2024Q4: 35,960 shares; 2025Q1: 34,026 shares; 2025Q2: 34,426 shares; 2025Q3: not loaded; 2025Q4: 33,563 shares 33,563 $595K <0.01% Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: not loaded; 2025Q4: 3,157 shares 3,157 $595K <0.01% Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,916 shares; 2025Q1: 11,772 shares; 2025Q2: 11,765 shares; 2025Q3: not loaded; 2025Q4: 12,364 shares 12,364 $593K <0.01% Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,769 shares; 2025Q1: 8,375 shares; 2025Q2: 8,303 shares; 2025Q3: not loaded; 2025Q4: 8,803 shares 8,803 $592K <0.01% Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 13,510 shares; 2025Q1: 17,905 shares; 2025Q2: 18,955 shares; 2025Q3: not loaded; 2025Q4: 17,765 shares 17,765 $592K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,685 shares; 2025Q1: 2,184 shares; 2025Q2: 2,298 shares; 2025Q3: not loaded; 2025Q4: 1,212 shares 1,212 $591K <0.01% Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,498 shares 4,498 $590K <0.01% Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,617 shares 4,617 $590K <0.01% Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,170 shares; 2025Q3: not loaded; 2025Q4: 11,482 shares 11,482 $590K <0.01% Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,300 shares; 2025Q1: 3,683 shares; 2025Q2: 3,950 shares; 2025Q3: not loaded; 2025Q4: 3,923 shares 3,923 $589K <0.01% Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 2,998 shares; 2025Q1: 3,293 shares; 2025Q2: 3,875 shares; 2025Q3: not loaded; 2025Q4: 3,636 shares 3,636 $585K <0.01% Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12,724 shares 12,724 $583K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,435 shares; 2025Q1: 1,394 shares; 2025Q2: 1,026 shares; 2025Q3: not loaded; 2025Q4: 1,711 shares 1,711 $582K <0.01% Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,013 shares; 2024Q4: 15,611 shares; 2025Q1: 13,855 shares; 2025Q2: 13,345 shares; 2025Q3: not loaded; 2025Q4: 11,806 shares 11,806 $581K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,609 shares; 2025Q1: 4,580 shares; 2025Q2: 3,689 shares; 2025Q3: not loaded; 2025Q4: 5,185 shares 5,185 $580K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,638 shares; 2025Q3: not loaded; 2025Q4: 12,494 shares 12,494 $579K <0.01% Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,546 shares; 2025Q1: 1,453 shares; 2025Q2: 1,442 shares; 2025Q3: not loaded; 2025Q4: 1,698 shares 1,698 $578K <0.01% Timeline SNFCA SECURITY NATL FINL CORP More: the full row for SECURITY NATL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 60,825 shares; 2025Q1: 60,825 shares; 2025Q2: 60,825 shares; 2025Q3: not loaded; 2025Q4: 63,869 shares 63,869 $575K <0.01% Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 15,975 shares; 2025Q1: 15,391 shares; 2025Q2: 15,380 shares; 2025Q3: not loaded; 2025Q4: 9,793 shares 9,793 $574K <0.01% Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,983 shares; 2024Q4: 18,409 shares; 2025Q1: 18,772 shares; 2025Q2: 29,647 shares; 2025Q3: not loaded; 2025Q4: 32,364 shares 32,364 $572K <0.01% Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,816 shares; 2025Q1: not reported; 2025Q2: 4,436 shares; 2025Q3: not loaded; 2025Q4: 4,032 shares 4,032 $570K <0.01% Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,417 shares; 2025Q1: 2,300 shares; 2025Q2: 2,643 shares; 2025Q3: not loaded; 2025Q4: 2,354 shares 2,354 $567K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,729 shares; 2025Q1: 45,510 shares; 2025Q2: 19,890 shares; 2025Q3: not loaded; 2025Q4: 16,733 shares 16,733 $565K <0.01% Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 4,294 shares; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: not loaded; 2025Q4: 6,753 shares 6,753 $563K <0.01% Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 15,862 shares 15,862 $563K <0.01% Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 11,455 shares; 2025Q1: 12,347 shares; 2025Q2: 12,171 shares; 2025Q3: not loaded; 2025Q4: 13,237 shares 13,237 $562K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: not loaded; 2025Q4: 1,881 shares 1,881 $561K <0.01% Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,990 shares; 2025Q3: not loaded; 2025Q4: 21,829 shares 21,829 $560K <0.01% Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 13,767 shares; 2025Q1: 13,068 shares; 2025Q2: 12,113 shares; 2025Q3: not loaded; 2025Q4: 8,729 shares 8,729 $556K <0.01% Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,361 shares 9,361 $553K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 8,889 shares; 2025Q1: 9,290 shares; 2025Q2: 9,056 shares; 2025Q3: not loaded; 2025Q4: 5,395 shares 5,395 $552K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,031 shares; 2025Q1: 9,431 shares; 2025Q2: 9,019 shares; 2025Q3: not loaded; 2025Q4: 9,119 shares 9,119 $552K <0.01% Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,970 shares; 2025Q1: 6,541 shares; 2025Q2: 6,870 shares; 2025Q3: not loaded; 2025Q4: 6,666 shares 6,666 $551K <0.01% Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,190 shares; 2025Q2: 1,312 shares; 2025Q3: not loaded; 2025Q4: 2,349 shares 2,349 $551K <0.01% Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 3,934 shares; 2025Q1: 4,062 shares; 2025Q2: 3,841 shares; 2025Q3: not loaded; 2025Q4: 4,222 shares 4,222 $550K <0.01% Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 16,000 shares; 2025Q1: 19,762 shares; 2025Q2: 23,044 shares; 2025Q3: not loaded; 2025Q4: 73,070 shares 73,070 $549K <0.01% Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,895 shares; 2024Q4: 5,879 shares; 2025Q1: 4,783 shares; 2025Q2: 5,323 shares; 2025Q3: not loaded; 2025Q4: 11,330 shares 11,330 $549K <0.01% Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,894 shares; 2025Q3: not loaded; 2025Q4: 8,101 shares 8,101 $548K <0.01% Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,257 shares; 2024Q4: 11,256 shares; 2025Q1: 13,481 shares; 2025Q2: 11,199 shares; 2025Q3: not loaded; 2025Q4: 11,931 shares 11,931 $548K <0.01% Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,009 shares; 2025Q1: 967 shares; 2025Q2: 1,045 shares; 2025Q3: not loaded; 2025Q4: 2,244 shares 2,244 $545K <0.01% Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,103 shares; 2024Q4: 19,082 shares; 2025Q1: 19,082 shares; 2025Q2: 19,251 shares; 2025Q3: not loaded; 2025Q4: 19,082 shares 19,082 $544K <0.01% Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 26,028 shares 26,028 $542K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: not loaded; 2025Q4: 1,964 shares 1,964 $541K <0.01% Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: not loaded; 2025Q4: 7,535 shares 7,535 $540K <0.01% Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,326 shares; 2025Q2: 15,107 shares; 2025Q3: not loaded; 2025Q4: 16,186 shares 16,186 $539K <0.01% Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,575 shares; 2024Q4: 12,405 shares; 2025Q1: 13,249 shares; 2025Q2: 14,359 shares; 2025Q3: not loaded; 2025Q4: 17,639 shares 17,639 $539K <0.01% Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 9,676 shares; 2025Q1: 8,741 shares; 2025Q2: 9,384 shares; 2025Q3: not loaded; 2025Q4: 8,272 shares 8,272 $539K <0.01% Timeline FLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,100 shares 7,100 $538K <0.01% Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,899 shares; 2025Q1: 5,861 shares; 2025Q2: 4,499 shares; 2025Q3: not loaded; 2025Q4: 3,940 shares 3,940 $537K <0.01% Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: 1,306 shares; 2025Q3: not loaded; 2025Q4: 2,337 shares 2,337 $535K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 178 shares; 2025Q1: 188 shares; 2025Q2: 228 shares; 2025Q3: not loaded; 2025Q4: 249 shares 249 $535K <0.01% Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,947 shares; 2025Q2: 34,859 shares; 2025Q3: not loaded; 2025Q4: 48,433 shares 48,433 $533K <0.01% Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,951 shares; 2025Q1: 2,221 shares; 2025Q2: 2,423 shares; 2025Q3: not loaded; 2025Q4: 2,386 shares 2,386 $530K <0.01% Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,160 shares; 2025Q3: not loaded; 2025Q4: 7,203 shares 7,203 $530K <0.01% Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 8,051 shares; 2025Q1: 8,341 shares; 2025Q2: 7,849 shares; 2025Q3: not loaded; 2025Q4: 6,610 shares 6,610 $529K <0.01% Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,589 shares; 2025Q1: 2,559 shares; 2025Q2: 3,586 shares; 2025Q3: not loaded; 2025Q4: 4,504 shares 4,504 $528K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,537 shares; 2025Q1: 1,465 shares; 2025Q2: 1,362 shares; 2025Q3: not loaded; 2025Q4: 5,717 shares 5,717 $528K <0.01% Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,637 shares; 2025Q2: 16,488 shares; 2025Q3: not loaded; 2025Q4: 14,987 shares 14,987 $526K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,216 shares; 2025Q1: 2,831 shares; 2025Q2: 4,540 shares; 2025Q3: not loaded; 2025Q4: 7,909 shares 7,909 $526K <0.01% Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 6,684 shares; 2025Q1: 6,684 shares; 2025Q2: 6,364 shares; 2025Q3: not loaded; 2025Q4: 7,009 shares 7,009 $525K <0.01% Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 8,833 shares; 2025Q1: 14,533 shares; 2025Q2: 13,583 shares; 2025Q3: not loaded; 2025Q4: 13,372 shares 13,372 $524K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 11,980 shares; 2025Q1: 12,025 shares; 2025Q2: 15,803 shares; 2025Q3: not loaded; 2025Q4: 14,438 shares 14,438 $524K <0.01% Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 19,610 shares 19,610 $518K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,782 shares; 2025Q2: 4,516 shares; 2025Q3: not loaded; 2025Q4: 3,793 shares 3,793 $517K <0.01% Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 740 shares; 2025Q1: 1,848 shares; 2025Q2: 2,317 shares; 2025Q3: not loaded; 2025Q4: 1,161 shares 1,161 $517K <0.01% Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,566 shares; 2025Q3: not loaded; 2025Q4: 6,974 shares 6,974 $514K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,329 shares; 2025Q1: 1,606 shares; 2025Q2: 1,690 shares; 2025Q3: not loaded; 2025Q4: 2,048 shares 2,048 $514K <0.01% Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,371 shares; 2024Q4: 14,003 shares; 2025Q1: 13,903 shares; 2025Q2: 13,895 shares; 2025Q3: not loaded; 2025Q4: 16,973 shares 16,973 $513K <0.01% Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,426 shares; 2025Q1: 4,652 shares; 2025Q2: 7,009 shares; 2025Q3: not loaded; 2025Q4: 6,362 shares 6,362 $511K <0.01% Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,688 shares; 2025Q2: 2,679 shares; 2025Q3: not loaded; 2025Q4: 2,933 shares 2,933 $509K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 8,736 shares; 2025Q3: not loaded; 2025Q4: 7,104 shares 7,104 $508K <0.01% Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 9,886 shares; 2025Q1: 8,458 shares; 2025Q2: 8,763 shares; 2025Q3: not loaded; 2025Q4: 7,917 shares 7,917 $507K <0.01% Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 6,932 shares; 2025Q1: 6,694 shares; 2025Q2: 13,806 shares; 2025Q3: not loaded; 2025Q4: 5,705 shares 5,705 $507K <0.01% Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 30,959 shares; 2025Q1: 30,470 shares; 2025Q2: 27,564 shares; 2025Q3: not loaded; 2025Q4: 29,309 shares 29,309 $501K <0.01% Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,293 shares; 2024Q4: 107,812 shares; 2025Q1: 84,188 shares; 2025Q2: 79,470 shares; 2025Q3: not loaded; 2025Q4: 46,277 shares 46,277 $501K <0.01% Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 8,710 shares; 2025Q1: 7,572 shares; 2025Q2: 6,307 shares; 2025Q3: not loaded; 2025Q4: 7,184 shares 7,184 $501K <0.01% Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 12,535 shares; 2025Q1: 12,535 shares; 2025Q2: 9,910 shares; 2025Q3: not loaded; 2025Q4: 9,339 shares 9,339 $500K <0.01% Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 2,929 shares; 2025Q1: 2,935 shares; 2025Q2: 4,632 shares; 2025Q3: not loaded; 2025Q4: 5,970 shares 5,970 $500K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,703 shares; 2025Q1: 4,766 shares; 2025Q2: 4,993 shares; 2025Q3: not loaded; 2025Q4: 3,221 shares 3,221 $498K <0.01% Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,168 shares; 2025Q1: 1,512 shares; 2025Q2: 1,521 shares; 2025Q3: not loaded; 2025Q4: 1,582 shares 1,582 $498K <0.01% Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,122 shares 2,122 $496K <0.01% Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 9,574 shares; 2025Q1: 7,575 shares; 2025Q2: 7,559 shares; 2025Q3: not loaded; 2025Q4: 10,109 shares 10,109 $496K <0.01% Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 12,189 shares; 2025Q1: 15,002 shares; 2025Q2: 14,735 shares; 2025Q3: not loaded; 2025Q4: 14,647 shares 14,647 $495K <0.01% Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,545 shares; 2025Q1: 4,880 shares; 2025Q2: 5,883 shares; 2025Q3: not loaded; 2025Q4: 9,858 shares 9,858 $492K <0.01% Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,638 shares; 2025Q3: not loaded; 2025Q4: 8,129 shares 8,129 $491K <0.01% Timeline TDIV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 7,522 shares; 2025Q1: 6,412 shares; 2025Q2: 5,462 shares; 2025Q3: not loaded; 2025Q4: 5,062 shares 5,062 $490K <0.01% Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,369 shares; 2024Q4: 33,498 shares; 2025Q1: 37,407 shares; 2025Q2: 38,228 shares; 2025Q3: not loaded; 2025Q4: 37,113 shares 37,113 $490K <0.01% Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares; 2025Q3: not loaded; 2025Q4: 1,220 shares 1,220 $490K <0.01% Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,983 shares; 2025Q1: 2,074 shares; 2025Q2: 2,759 shares; 2025Q3: not loaded; 2025Q4: 1,753 shares 1,753 $489K <0.01% Timeline ROBO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 6,336 shares; 2025Q1: not reported; 2025Q2: 6,077 shares; 2025Q3: not loaded; 2025Q4: 7,047 shares 7,047 $488K <0.01% Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 10,539 shares; 2025Q1: 12,093 shares; 2025Q2: 12,289 shares; 2025Q3: not loaded; 2025Q4: 10,953 shares 10,953 $488K <0.01% Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,677 shares; 2025Q1: 7,305 shares; 2025Q2: 6,912 shares; 2025Q3: not loaded; 2025Q4: 7,494 shares 7,494 $487K <0.01% Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,061 shares 3,061 $484K <0.01% Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,987 shares; 2024Q4: 7,987 shares; 2025Q1: 15,795 shares; 2025Q2: 15,675 shares; 2025Q3: not loaded; 2025Q4: 16,381 shares 16,381 $484K <0.01% Timeline INDIVIOR PLC INDIVIOR PLC More: the full row for INDIVIOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 13,419 shares 13,419 $481K <0.01% DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 12,847 shares; 2025Q1: 12,965 shares; 2025Q2: 15,215 shares; 2025Q3: not loaded; 2025Q4: 14,371 shares 14,371 $481K <0.01% Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,758 shares 3,758 $479K <0.01% Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 16,539 shares; 2025Q1: 14,821 shares; 2025Q2: 10,677 shares; 2025Q3: not loaded; 2025Q4: 14,145 shares 14,145 $479K <0.01% Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,334 shares; 2025Q1: 4,427 shares; 2025Q2: 4,504 shares; 2025Q3: not loaded; 2025Q4: 4,550 shares 4,550 $478K <0.01% Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,825 shares; 2024Q4: 12,263 shares; 2025Q1: 13,846 shares; 2025Q2: 13,646 shares; 2025Q3: not loaded; 2025Q4: 10,667 shares 10,667 $478K <0.01% Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,874 shares; 2025Q2: 17,322 shares; 2025Q3: not loaded; 2025Q4: 17,354 shares 17,354 $477K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,884 shares; 2025Q1: 2,903 shares; 2025Q2: 3,058 shares; 2025Q3: not loaded; 2025Q4: 2,794 shares 2,794 $476K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: not reported; 2025Q1: 2,223 shares; 2025Q2: 2,741 shares; 2025Q3: not loaded; 2025Q4: 3,186 shares 3,186 $475K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,773 shares 6,773 $473K <0.01% Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,213 shares; 2025Q2: 6,235 shares; 2025Q3: not loaded; 2025Q4: 6,463 shares 6,463 $472K <0.01% Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,399 shares; 2025Q2: 22,579 shares; 2025Q3: not loaded; 2025Q4: 22,064 shares 22,064 $472K <0.01% Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,555 shares; 2025Q1: 5,372 shares; 2025Q2: 5,164 shares; 2025Q3: not loaded; 2025Q4: 5,151 shares 5,151 $472K <0.01% Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,844 shares; 2025Q1: 7,072 shares; 2025Q2: 7,419 shares; 2025Q3: not loaded; 2025Q4: 7,385 shares 7,385 $470K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,412 shares; 2025Q1: 580 shares; 2025Q2: 616 shares; 2025Q3: not loaded; 2025Q4: 1,636 shares 1,636 $470K <0.01% Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,055 shares; 2025Q2: 3,055 shares; 2025Q3: not loaded; 2025Q4: 3,358 shares 3,358 $470K <0.01% Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,860 shares; 2025Q1: 7,103 shares; 2025Q2: 6,981 shares; 2025Q3: not loaded; 2025Q4: 4,642 shares 4,642 $468K <0.01% Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 4,388 shares; 2025Q1: 1,708 shares; 2025Q2: 2,053 shares; 2025Q3: not loaded; 2025Q4: 2,520 shares 2,520 $467K <0.01% Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 28,803 shares 28,803 $466K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,172 shares; 2025Q1: 2,824 shares; 2025Q2: 3,700 shares; 2025Q3: not loaded; 2025Q4: 3,612 shares 3,612 $466K <0.01% Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,294 shares; 2024Q4: 56,504 shares; 2025Q1: 41,464 shares; 2025Q2: 40,922 shares; 2025Q3: not loaded; 2025Q4: 44,446 shares 44,446 $464K <0.01% Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,713 shares; 2024Q4: 31,565 shares; 2025Q1: 42,778 shares; 2025Q2: 41,632 shares; 2025Q3: not loaded; 2025Q4: 57,289 shares 57,289 $462K <0.01% Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,515 shares; 2024Q4: 34,498 shares; 2025Q1: 42,759 shares; 2025Q2: 52,449 shares; 2025Q3: not loaded; 2025Q4: 51,721 shares 51,721 $462K <0.01% Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653 shares; 2025Q3: not loaded; 2025Q4: 12,618 shares 12,618 $461K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,438 shares; 2025Q1: 7,195 shares; 2025Q2: 2,744 shares; 2025Q3: not loaded; 2025Q4: 2,382 shares 2,382 $461K <0.01% Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,578 shares; 2024Q4: 11,685 shares; 2025Q1: 12,477 shares; 2025Q2: 11,990 shares; 2025Q3: not loaded; 2025Q4: 17,531 shares 17,531 $461K <0.01% Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,719 shares; 2025Q1: 2,664 shares; 2025Q2: 21,073 shares; 2025Q3: not loaded; 2025Q4: 3,855 shares 3,855 $460K <0.01% Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 5,920 shares; 2025Q1: 5,223 shares; 2025Q2: 6,602 shares; 2025Q3: not loaded; 2025Q4: 10,327 shares 10,327 $460K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 4,063 shares 4,063 $459K <0.01% Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,713 shares; 2024Q4: 52,041 shares; 2025Q1: 53,961 shares; 2025Q2: 57,191 shares; 2025Q3: not loaded; 2025Q4: 56,723 shares 56,723 $458K <0.01% Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 20,612 shares; 2025Q1: 20,620 shares; 2025Q2: 11,048 shares; 2025Q3: not loaded; 2025Q4: 13,162 shares 13,162 $457K <0.01% Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: not reported; 2025Q1: 10,634 shares; 2025Q2: 14,875 shares; 2025Q3: not loaded; 2025Q4: 17,967 shares 17,967 $457K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 1,738 shares; 2025Q1: 1,771 shares; 2025Q2: 2,285 shares; 2025Q3: not loaded; 2025Q4: 2,359 shares 2,359 $457K <0.01% Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,777 shares; 2024Q4: 13,153 shares; 2025Q1: 15,857 shares; 2025Q2: 15,713 shares; 2025Q3: not loaded; 2025Q4: 22,941 shares 22,941 $455K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,621 shares; 2025Q2: 2,726 shares; 2025Q3: not loaded; 2025Q4: 1,846 shares 1,846 $455K <0.01% Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,168 shares; 2025Q1: 9,097 shares; 2025Q2: 8,530 shares; 2025Q3: not loaded; 2025Q4: 9,871 shares 9,871 $454K <0.01% Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 13,457 shares; 2025Q1: 23,874 shares; 2025Q2: 24,997 shares; 2025Q3: not loaded; 2025Q4: 22,877 shares 22,877 $452K <0.01% Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,315 shares; 2025Q1: 1,198 shares; 2025Q2: 1,190 shares; 2025Q3: not loaded; 2025Q4: 1,054 shares 1,054 $451K <0.01% Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,926 shares; 2025Q1: 6,533 shares; 2025Q2: 5,243 shares; 2025Q3: not loaded; 2025Q4: 7,684 shares 7,684 $451K <0.01% Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,399 shares; 2025Q1: 21,139 shares; 2025Q2: 16,707 shares; 2025Q3: not loaded; 2025Q4: 10,856 shares 10,856 $450K <0.01% Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,644 shares; 2025Q1: 1,741 shares; 2025Q2: 13,140 shares; 2025Q3: not loaded; 2025Q4: 1,616 shares 1,616 $448K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,075 shares 10,075 $447K <0.01% Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,455 shares; 2025Q3: not loaded; 2025Q4: 19,152 shares 19,152 $447K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,684 shares; 2025Q1: 1,076 shares; 2025Q2: 1,034 shares; 2025Q3: not loaded; 2025Q4: 1,291 shares 1,291 $445K <0.01% Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 31,936 shares 31,936 $444K <0.01% Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,048 shares; 2025Q3: not loaded; 2025Q4: 2,982 shares 2,982 $443K <0.01% Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,201 shares; 2025Q3: not loaded; 2025Q4: 3,542 shares 3,542 $442K <0.01% Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 7,028 shares; 2025Q1: 7,698 shares; 2025Q2: 7,818 shares; 2025Q3: not loaded; 2025Q4: 5,936 shares 5,936 $441K <0.01% Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: not loaded; 2025Q4: 2,028 shares 2,028 $441K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,641 shares; 2024Q4: 7,427 shares; 2025Q1: 4,826 shares; 2025Q2: 5,442 shares; 2025Q3: not loaded; 2025Q4: 5,504 shares 5,504 $441K <0.01% Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,302 shares; 2025Q2: 12,562 shares; 2025Q3: not loaded; 2025Q4: 13,222 shares 13,222 $439K <0.01% Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,132 shares; 2025Q1: not reported; 2025Q2: 1,905 shares; 2025Q3: not loaded; 2025Q4: 2,199 shares 2,199 $439K <0.01% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 287 shares; 2025Q1: 333 shares; 2025Q2: 601 shares; 2025Q3: not loaded; 2025Q4: 568 shares 568 $435K <0.01% Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 32,822 shares 32,822 $435K <0.01% Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,441 shares; 2024Q4: 19,875 shares; 2025Q1: 19,875 shares; 2025Q2: 20,325 shares; 2025Q3: not loaded; 2025Q4: 18,325 shares 18,325 $433K <0.01% Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,972 shares; 2025Q1: 40,213 shares; 2025Q2: 41,352 shares; 2025Q3: not loaded; 2025Q4: 43,183 shares 43,183 $429K <0.01% Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,688 shares; 2024Q4: 9,621 shares; 2025Q1: 9,025 shares; 2025Q2: 12,149 shares; 2025Q3: not loaded; 2025Q4: 9,837 shares 9,837 $429K <0.01% Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: not loaded; 2025Q4: 2,963 shares 2,963 $426K <0.01% Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,548 shares 6,548 $424K <0.01% Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,309 shares; 2025Q1: 4,519 shares; 2025Q2: 4,388 shares; 2025Q3: not loaded; 2025Q4: 4,349 shares 4,349 $424K <0.01% Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,461 shares; 2025Q1: 4,689 shares; 2025Q2: 5,041 shares; 2025Q3: not loaded; 2025Q4: 5,677 shares 5,677 $423K <0.01% Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,454 shares; 2025Q1: not reported; 2025Q2: 13,773 shares; 2025Q3: not loaded; 2025Q4: 15,097 shares 15,097 $423K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,752 shares; 2024Q4: 6,709 shares; 2025Q1: 7,425 shares; 2025Q2: 2,844 shares; 2025Q3: not loaded; 2025Q4: 1,937 shares 1,937 $422K <0.01% Timeline RWJ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 10,654 shares; 2025Q1: 10,654 shares; 2025Q2: 11,291 shares; 2025Q3: not loaded; 2025Q4: 8,649 shares 8,649 $421K <0.01% Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 8,042 shares; 2025Q1: 8,042 shares; 2025Q2: 8,042 shares; 2025Q3: not loaded; 2025Q4: 8,257 shares 8,257 $420K <0.01% Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 3,811 shares; 2025Q1: 3,661 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,949 shares 2,949 $418K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 5,610 shares; 2025Q1: not reported; 2025Q2: 13,566 shares; 2025Q3: not loaded; 2025Q4: 7,719 shares 7,719 $418K <0.01% Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,428 shares; 2025Q2: 9,836 shares; 2025Q3: not loaded; 2025Q4: 10,235 shares 10,235 $417K <0.01% Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,600 shares; 2025Q3: not loaded; 2025Q4: 10,912 shares 10,912 $415K <0.01% Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 750 shares 750 $415K <0.01% Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 8,360 shares 8,360 $414K <0.01% Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: not loaded; 2025Q4: 3,051 shares 3,051 $413K <0.01% Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,973 shares; 2025Q3: not loaded; 2025Q4: 3,337 shares 3,337 $411K <0.01% Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: 2,445 shares; 2025Q2: 2,469 shares; 2025Q3: not loaded; 2025Q4: 2,221 shares 2,221 $410K <0.01% Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,512 shares; 2024Q4: 8,703 shares; 2025Q1: 6,683 shares; 2025Q2: 3,044 shares; 2025Q3: not loaded; 2025Q4: 8,008 shares 8,008 $409K <0.01% Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,391 shares; 2025Q1: 4,298 shares; 2025Q2: 4,125 shares; 2025Q3: not loaded; 2025Q4: 15,401 shares 15,401 $408K <0.01% Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,584 shares; 2025Q1: 13,478 shares; 2025Q2: 10,328 shares; 2025Q3: not loaded; 2025Q4: 6,667 shares 6,667 $408K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,243 shares; 2024Q4: 5,193 shares; 2025Q1: 5,204 shares; 2025Q2: 3,180 shares; 2025Q3: not loaded; 2025Q4: 3,275 shares 3,275 $403K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 14,468 shares; 2025Q1: 16,524 shares; 2025Q2: 17,399 shares; 2025Q3: not loaded; 2025Q4: 18,725 shares 18,725 $402K <0.01% Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,439 shares; 2025Q3: not loaded; 2025Q4: 11,099 shares 11,099 $401K <0.01% Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9,206 shares 9,206 $401K <0.01% Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,721 shares; 2025Q1: 6,551 shares; 2025Q2: 6,435 shares; 2025Q3: not loaded; 2025Q4: 6,625 shares 6,625 $400K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,937 shares; 2025Q3: not loaded; 2025Q4: 6,262 shares 6,262 $400K <0.01% Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,298 shares; 2025Q1: 5,446 shares; 2025Q2: 4,392 shares; 2025Q3: not loaded; 2025Q4: 4,239 shares 4,239 $399K <0.01% Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,624 shares; 2025Q2: 1,372 shares; 2025Q3: not loaded; 2025Q4: 1,325 shares 1,325 $398K <0.01% Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,475 shares; 2024Q4: 10,688 shares; 2025Q1: 14,899 shares; 2025Q2: 18,213 shares; 2025Q3: not loaded; 2025Q4: 20,178 shares 20,178 $398K <0.01% Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,824 shares; 2024Q4: 30,567 shares; 2025Q1: 39,599 shares; 2025Q2: 40,319 shares; 2025Q3: not loaded; 2025Q4: 40,869 shares 40,869 $398K <0.01% Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,607 shares; 2025Q1: 9,479 shares; 2025Q2: 12,444 shares; 2025Q3: not loaded; 2025Q4: 11,153 shares 11,153 $397K <0.01% Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,140 shares 3,140 $394K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: not loaded; 2025Q4: 644 shares 644 $394K <0.01% Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,968 shares; 2025Q2: 10,420 shares; 2025Q3: not loaded; 2025Q4: 12,186 shares 12,186 $394K <0.01% Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,049 shares; 2025Q2: 6,046 shares; 2025Q3: not loaded; 2025Q4: 5,799 shares 5,799 $394K <0.01% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 9,495 shares; 2025Q1: 5,639 shares; 2025Q2: 9,805 shares; 2025Q3: not loaded; 2025Q4: 3,834 shares 3,834 $393K <0.01% Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 7,369 shares; 2025Q1: 7,369 shares; 2025Q2: 7,416 shares; 2025Q3: not loaded; 2025Q4: 6,516 shares 6,516 $392K <0.01% Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 6,023 shares; 2025Q1: 8,025 shares; 2025Q2: 7,717 shares; 2025Q3: not loaded; 2025Q4: 7,827 shares 7,827 $392K <0.01% Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,158 shares; 2025Q1: 10,044 shares; 2025Q2: 11,676 shares; 2025Q3: not loaded; 2025Q4: 13,326 shares 13,326 $391K <0.01% Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,384 shares; 2025Q3: not loaded; 2025Q4: 9,373 shares 9,373 $390K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,989 shares; 2025Q3: not loaded; 2025Q4: 16,743 shares 16,743 $390K <0.01% Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 20,222 shares; 2025Q1: 9,849 shares; 2025Q2: 8,144 shares; 2025Q3: not loaded; 2025Q4: 4,823 shares 4,823 $390K <0.01% Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,425 shares; 2025Q2: 1,525 shares; 2025Q3: not loaded; 2025Q4: 2,216 shares 2,216 $389K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,729 shares; 2025Q1: 2,293 shares; 2025Q2: 1,852 shares; 2025Q3: not loaded; 2025Q4: 2,310 shares 2,310 $387K <0.01% Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,252 shares; 2025Q3: not loaded; 2025Q4: 5,487 shares 5,487 $387K <0.01% Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,740 shares; 2024Q4: 9,127 shares; 2025Q1: 9,103 shares; 2025Q2: 8,892 shares; 2025Q3: not loaded; 2025Q4: 10,727 shares 10,727 $387K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 812 shares; 2025Q3: not loaded; 2025Q4: 960 shares 960 $386K <0.01% Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 16,261 shares 16,261 $385K <0.01% Timeline