LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,044 shares; 2025Q1: 19,530 shares; 2025Q2: 18,314 shares; 2025Q3: 311,598 shares 311,598 $12.6M 0.02% +293,284 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,541 shares; 2024Q4: 84,418 shares; 2025Q1: 6,635 shares; 2025Q2: 68,880 shares; 2025Q3: 109,661 shares 109,661 $12.5M 0.02% +40,781 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,257 shares 218,257 $12.5M 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 13,031 shares; 2025Q1: 13,791 shares; 2025Q2: 15,706 shares; 2025Q3: 164,859 shares 164,859 $12.5M 0.02% +149,153 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,264 shares; 2024Q4: 38,335 shares; 2025Q1: 40,074 shares; 2025Q2: 53,174 shares; 2025Q3: 615,737 shares 615,737 $12.4M 0.02% +562,563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,688 shares; 2024Q4: 240,867 shares; 2025Q1: 242,516 shares; 2025Q2: 243,391 shares; 2025Q3: 240,866 shares 240,866 $12.4M 0.02% -2,525 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,034 shares; 2024Q4: 34,196 shares; 2025Q1: 33,683 shares; 2025Q2: 32,387 shares; 2025Q3: 27,357 shares 27,357 $12.3M 0.02% -5,030 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,281 shares; 2024Q4: 670,145 shares; 2025Q1: 657,213 shares; 2025Q2: 657,323 shares; 2025Q3: 632,473 shares 632,473 $12.3M 0.02% -24,850 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,668 shares; 2024Q4: 436,880 shares; 2025Q1: 571,020 shares; 2025Q2: 606,794 shares; 2025Q3: 649,796 shares 649,796 $12.2M 0.02% +43,002 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,469 shares; 2024Q4: 92,780 shares; 2025Q1: 95,788 shares; 2025Q2: 95,867 shares; 2025Q3: 106,510 shares 106,510 $12.2M 0.02% +10,643 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 2,723 shares; 2025Q3: 114,612 shares 114,612 $12.1M 0.02% +111,889 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,597 shares; 2024Q4: 19,857 shares; 2025Q1: 19,962 shares; 2025Q2: 20,802 shares; 2025Q3: 25,156 shares 25,156 $12.1M 0.02% +4,354 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166,980 shares 166,980 $12.1M 0.02% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,093 shares; 2024Q4: 479,789 shares; 2025Q1: 509,473 shares; 2025Q2: 494,096 shares; 2025Q3: 525,381 shares 525,381 $12M 0.02% +31,285 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,011 shares; 2025Q1: 68,485 shares; 2025Q2: 69,944 shares; 2025Q3: 79,523 shares 79,523 $12M 0.02% +9,579 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,807 shares; 2024Q4: 40,607 shares; 2025Q1: 45,164 shares; 2025Q2: 49,985 shares; 2025Q3: 50,653 shares 50,653 $11.9M 0.02% +668 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,031 shares; 2025Q1: 18,324 shares; 2025Q2: 20,024 shares; 2025Q3: 27,971 shares 27,971 $11.9M 0.02% +7,947 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,510 shares; 2024Q4: 26,847 shares; 2025Q1: 27,817 shares; 2025Q2: 28,863 shares; 2025Q3: 29,525 shares 29,525 $11.9M 0.02% +662 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,383 shares; 2025Q1: 49,923 shares; 2025Q2: 67,225 shares; 2025Q3: 82,100 shares 82,100 $11.8M 0.02% +14,875 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,442 shares; 2024Q4: 100,705 shares; 2025Q1: 166,043 shares; 2025Q2: 69,214 shares; 2025Q3: 131,405 shares 131,405 $11.7M 0.02% +62,191 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,562 shares; 2024Q4: 68,738 shares; 2025Q1: 75,095 shares; 2025Q2: 122,530 shares; 2025Q3: 182,279 shares 182,279 $11.7M 0.02% +59,749 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: 29,381 shares; 2025Q1: 28,011 shares; 2025Q2: 29,437 shares; 2025Q3: 41,633 shares 41,633 $11.7M 0.02% +12,196 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,000 shares; 2024Q4: 58,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234,843 shares 234,843 $11.6M 0.02% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345,605 shares; 2025Q1: 348,193 shares; 2025Q2: 364,722 shares; 2025Q3: 369,169 shares 369,169 $11.5M 0.02% +4,447 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,652 shares; 2024Q4: 225,638 shares; 2025Q1: 194,118 shares; 2025Q2: 94,724 shares; 2025Q3: 95,747 shares 95,747 $11.5M 0.02% +1,023 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,123 shares; 2024Q4: 204,439 shares; 2025Q1: 204,227 shares; 2025Q2: 204,363 shares; 2025Q3: 198,172 shares 198,172 $11.5M 0.02% -6,191 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,473 shares; 2024Q4: 177,255 shares; 2025Q1: 252,586 shares; 2025Q2: 247,769 shares; 2025Q3: 252,622 shares 252,622 $11.4M 0.02% +4,853 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,901 shares; 2024Q4: 115,005 shares; 2025Q1: 128,601 shares; 2025Q2: 116,408 shares; 2025Q3: 120,356 shares 120,356 $11.4M 0.02% +3,948 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,226 shares; 2024Q4: 744,671 shares; 2025Q1: 732,398 shares; 2025Q2: 738,324 shares; 2025Q3: 743,324 shares 743,324 $11.4M 0.02% +5,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,936 shares; 2024Q4: 225,259 shares; 2025Q1: 1,000,480 shares; 2025Q2: 244,490 shares; 2025Q3: 192,328 shares 192,328 $11.3M 0.02% -52,162 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372,035 shares; 2025Q3: 397,709 shares 397,709 $11.2M 0.02% +25,674 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,854 shares; 2025Q1: 10,995 shares; 2025Q2: not reported; 2025Q3: 1,147,611 shares 1,147,611 $11.2M 0.02% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,111 shares; 2024Q4: 121,225 shares; 2025Q1: 139,425 shares; 2025Q2: 146,272 shares; 2025Q3: 189,492 shares 189,492 $11.2M 0.02% +43,220 MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,301 shares; 2024Q4: 188,951 shares; 2025Q1: 183,585 shares; 2025Q2: 178,581 shares; 2025Q3: 178,766 shares 178,766 $11.2M 0.02% +185 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,350 shares; 2024Q4: 110,623 shares; 2025Q1: 114,480 shares; 2025Q2: 117,975 shares; 2025Q3: 122,131 shares 122,131 $11.2M 0.02% +4,156 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 5,878 shares; 2025Q1: 7,828 shares; 2025Q2: 8,025 shares; 2025Q3: 57,146 shares 57,146 $11.2M 0.02% +49,121 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,011 shares; 2024Q4: 111,342 shares; 2025Q1: 32,751 shares; 2025Q2: 39,205 shares; 2025Q3: 819,749 shares 819,749 $11.1M 0.02% +780,544 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 13,620 shares; 2025Q1: 15,215 shares; 2025Q2: 52,454 shares; 2025Q3: 56,783 shares 56,783 $11.1M 0.02% +4,329 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 12,006 shares; 2025Q1: 10,392 shares; 2025Q2: 11,765 shares; 2025Q3: 248,239 shares 248,239 $11M 0.02% +236,474 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,423 shares; 2025Q1: 1,301 shares; 2025Q2: 1,440 shares; 2025Q3: 11,873 shares 11,873 $10.9M 0.02% +10,433 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,339 shares; 2025Q1: 51,574 shares; 2025Q2: 112,239 shares; 2025Q3: 114,016 shares 114,016 $10.8M 0.02% +1,777 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,484 shares; 2024Q4: 304,591 shares; 2025Q1: 299,097 shares; 2025Q2: 306,913 shares; 2025Q3: 342,223 shares 342,223 $10.8M 0.02% +35,310 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,246 shares; 2024Q4: 605,277 shares; 2025Q1: 706,088 shares; 2025Q2: 720,389 shares; 2025Q3: 737,364 shares 737,364 $10.8M 0.02% +16,975 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,325 shares; 2024Q4: 23,823 shares; 2025Q1: 22,320 shares; 2025Q2: 23,077 shares; 2025Q3: 37,203 shares 37,203 $10.7M 0.02% +14,126 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,619 shares; 2024Q4: 101,250 shares; 2025Q1: 96,963 shares; 2025Q2: 97,332 shares; 2025Q3: 95,233 shares 95,233 $10.6M 0.02% -2,099 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,743 shares; 2024Q4: 268,342 shares; 2025Q1: 182,681 shares; 2025Q2: 173,103 shares; 2025Q3: 161,430 shares 161,430 $10.6M 0.02% -11,673 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,463 shares; 2024Q4: 41,228 shares; 2025Q1: 42,212 shares; 2025Q2: 109,200 shares; 2025Q3: 107,768 shares 107,768 $10.5M 0.02% -1,432 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 90,224 shares; 2025Q1: 46,414 shares; 2025Q2: 45,345 shares; 2025Q3: 44,645 shares 44,645 $10.5M 0.02% -700 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,344 shares; 2024Q4: 67,523 shares; 2025Q1: 68,127 shares; 2025Q2: 72,139 shares; 2025Q3: 73,028 shares 73,028 $10.4M 0.02% +889 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,421 shares; 2024Q4: 111,823 shares; 2025Q1: 154,848 shares; 2025Q2: 140,637 shares; 2025Q3: 170,343 shares 170,343 $10.4M 0.02% +29,706 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,013 shares; 2024Q4: 138,877 shares; 2025Q1: 137,698 shares; 2025Q2: 139,516 shares; 2025Q3: 168,084 shares 168,084 $10.4M 0.02% +28,568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,322 shares; 2024Q4: 113,373 shares; 2025Q1: 112,811 shares; 2025Q2: 114,256 shares; 2025Q3: 115,184 shares 115,184 $10.3M 0.02% +928 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,641 shares; 2024Q4: 583,902 shares; 2025Q1: 496,743 shares; 2025Q2: 507,778 shares; 2025Q3: 522,196 shares 522,196 $10.3M 0.02% +14,418 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,443 shares; 2024Q4: 14,258 shares; 2025Q1: 13,727 shares; 2025Q2: 13,676 shares; 2025Q3: 13,515 shares 13,515 $10.2M 0.02% -161 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 46,676 shares; 2025Q1: 45,983 shares; 2025Q2: 47,814 shares; 2025Q3: 46,469 shares 46,469 $10.2M 0.02% -1,345 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,529 shares; 2025Q3: 533,557 shares 533,557 $10.2M 0.02% +517,028 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,843 shares; 2024Q4: 66,218 shares; 2025Q1: 73,832 shares; 2025Q2: 69,394 shares; 2025Q3: 73,384 shares 73,384 $10.1M 0.02% +3,990 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,677 shares; 2024Q4: 401,616 shares; 2025Q1: 278,942 shares; 2025Q2: 207,061 shares; 2025Q3: 200,593 shares 200,593 $10.1M 0.02% -6,468 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,856 shares; 2024Q4: 1,564,568 shares; 2025Q1: 1,881,219 shares; 2025Q2: 2,086,199 shares; 2025Q3: 617,863 shares 617,863 $10M 0.02% -1,468,336 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,127 shares; 2025Q2: 149,687 shares; 2025Q3: 157,498 shares 157,498 $10M 0.02% +7,811 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,104 shares; 2024Q4: 226,438 shares; 2025Q1: 218,086 shares; 2025Q2: 207,631 shares; 2025Q3: 219,660 shares 219,660 $9.91M 0.02% +12,029 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,524 shares; 2024Q4: 42,717 shares; 2025Q1: 32,569 shares; 2025Q2: 34,769 shares; 2025Q3: 53,046 shares 53,046 $9.88M 0.02% +18,277 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,778 shares; 2025Q2: 13,208 shares; 2025Q3: 71,297 shares 71,297 $9.76M 0.02% +58,089 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 6,495 shares; 2025Q1: 6,444 shares; 2025Q2: 50,770 shares; 2025Q3: 77,490 shares 77,490 $9.76M 0.02% +26,720 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,998 shares; 2024Q4: 154,284 shares; 2025Q1: 137,267 shares; 2025Q2: 127,861 shares; 2025Q3: 118,604 shares 118,604 $9.73M 0.02% -9,257 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,711 shares 120,711 $9.69M 0.02% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,083 shares; 2024Q4: 58,233 shares; 2025Q1: 69,945 shares; 2025Q2: 108,681 shares; 2025Q3: 123,128 shares 123,128 $9.62M 0.02% +14,447 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,311 shares; 2024Q4: 190,254 shares; 2025Q1: 185,846 shares; 2025Q2: 189,869 shares; 2025Q3: 172,323 shares 172,323 $9.53M 0.02% -17,546 Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,801 shares; 2024Q4: 106,540 shares; 2025Q1: 99,149 shares; 2025Q2: 98,642 shares; 2025Q3: 95,513 shares 95,513 $9.47M 0.02% -3,129 Timeline JPMORGAN CHASE & CO JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $9.46M 0.02% 0 DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,776 shares; 2025Q3: 159,697 shares 159,697 $9.45M 0.02% -79 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,681 shares; 2025Q1: 168,136 shares; 2025Q2: 205,583 shares; 2025Q3: 215,000 shares 215,000 $9.45M 0.02% +9,417 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,369 shares; 2024Q4: 161,078 shares; 2025Q1: 160,456 shares; 2025Q2: 158,774 shares; 2025Q3: 176,825 shares 176,825 $9.45M 0.02% +18,051 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 3,054 shares; 2025Q1: 3,744 shares; 2025Q2: 5,075 shares; 2025Q3: 17,183 shares 17,183 $9.4M 0.02% +12,108 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,420 shares; 2025Q1: 5,258 shares; 2025Q2: 4,899 shares; 2025Q3: 60,135 shares 60,135 $9.31M 0.02% +55,236 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 4,813 shares; 2025Q1: 3,974 shares; 2025Q2: 4,365 shares; 2025Q3: 41,254 shares 41,254 $9.29M 0.01% +36,889 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,075 shares; 2024Q4: 96,961 shares; 2025Q1: 98,113 shares; 2025Q2: 27,114 shares; 2025Q3: 31,096 shares 31,096 $9.26M 0.01% +3,982 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,658 shares; 2024Q4: 51,078 shares; 2025Q1: 50,391 shares; 2025Q2: 57,177 shares; 2025Q3: 65,822 shares 65,822 $9.24M 0.01% +8,645 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 32,376 shares; 2025Q1: 30,435 shares; 2025Q2: 32,166 shares; 2025Q3: 26,677 shares 26,677 $9.24M 0.01% -5,489 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,366 shares; 2025Q1: not reported; 2025Q2: 7,530 shares; 2025Q3: 55,043 shares 55,043 $9.21M 0.01% +47,513 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,025 shares; 2024Q4: 32,652 shares; 2025Q1: 32,276 shares; 2025Q2: 32,723 shares; 2025Q3: 36,137 shares 36,137 $9.09M 0.01% +3,414 Timeline CLPR CLIPPER RLTY INC More: the full row for CLIPPER RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,085 shares 88,085 $9.06M 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,506 shares; 2024Q4: 80,555 shares; 2025Q1: 120,815 shares; 2025Q2: 132,643 shares; 2025Q3: 123,093 shares 123,093 $9.01M 0.01% -9,550 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,230 shares; 2024Q4: 55,042 shares; 2025Q1: 59,608 shares; 2025Q2: 60,684 shares; 2025Q3: 61,087 shares 61,087 $9.01M 0.01% +403 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,119 shares; 2024Q4: 243,592 shares; 2025Q1: 242,575 shares; 2025Q2: 243,059 shares; 2025Q3: 261,372 shares 261,372 $9.01M 0.01% +18,313 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,984 shares; 2024Q4: 119,165 shares; 2025Q1: 108,952 shares; 2025Q2: 103,517 shares; 2025Q3: 211,403 shares 211,403 $8.95M 0.01% +107,886 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,660 shares; 2024Q4: 66,952 shares; 2025Q1: 65,035 shares; 2025Q2: 84,849 shares; 2025Q3: 89,261 shares 89,261 $8.95M 0.01% +4,412 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,733 shares; 2024Q4: 184,176 shares; 2025Q1: 181,873 shares; 2025Q2: 178,915 shares; 2025Q3: 179,487 shares 179,487 $8.94M 0.01% +572 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,714 shares; 2025Q1: 62,903 shares; 2025Q2: 85,818 shares; 2025Q3: 83,638 shares 83,638 $8.89M 0.01% -2,180 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,616 shares; 2024Q4: 308,530 shares; 2025Q1: 221,367 shares; 2025Q2: 309,097 shares; 2025Q3: 392,984 shares 392,984 $8.84M 0.01% +83,887 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,499 shares; 2024Q4: 97,519 shares; 2025Q1: 107,196 shares; 2025Q2: 106,495 shares; 2025Q3: 153,188 shares 153,188 $8.76M 0.01% +46,693 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,904 shares; 2024Q4: 145,965 shares; 2025Q1: 141,181 shares; 2025Q2: 142,651 shares; 2025Q3: 142,656 shares 142,656 $8.72M 0.01% +5 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,340 shares; 2024Q4: 142,923 shares; 2025Q1: 119,477 shares; 2025Q2: 118,219 shares; 2025Q3: 192,004 shares 192,004 $8.72M 0.01% +73,785 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,845 shares; 2024Q4: 26,037 shares; 2025Q1: 26,576 shares; 2025Q2: 26,801 shares; 2025Q3: 32,611 shares 32,611 $8.71M 0.01% +5,810 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,166 shares; 2024Q4: 142,669 shares; 2025Q1: 138,669 shares; 2025Q2: 131,662 shares; 2025Q3: 130,562 shares 130,562 $8.71M 0.01% -1,100 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,892 shares; 2025Q1: 122,995 shares; 2025Q2: 143,757 shares; 2025Q3: 147,592 shares 147,592 $8.71M 0.01% +3,835 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,532 shares; 2024Q4: 55,298 shares; 2025Q1: 53,301 shares; 2025Q2: 54,563 shares; 2025Q3: 53,341 shares 53,341 $8.71M 0.01% -1,222 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,965 shares; 2024Q4: 370,885 shares; 2025Q1: 380,115 shares; 2025Q2: 395,585 shares; 2025Q3: 422,601 shares 422,601 $8.69M 0.01% +27,016 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,443 shares; 2024Q4: 66,730 shares; 2025Q1: 65,871 shares; 2025Q2: 66,241 shares; 2025Q3: 65,078 shares 65,078 $8.67M 0.01% -1,163 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,141 shares; 2024Q4: 259,201 shares; 2025Q1: 324,736 shares; 2025Q2: 346,905 shares; 2025Q3: 383,261 shares 383,261 $8.62M 0.01% +36,356 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 52,804 shares; 2025Q1: 46,248 shares; 2025Q2: 49,055 shares; 2025Q3: 50,940 shares 50,940 $8.59M 0.01% +1,885 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,857 shares; 2024Q4: 237,298 shares; 2025Q1: 249,725 shares; 2025Q2: 263,332 shares; 2025Q3: 275,826 shares 275,826 $8.52M 0.01% +12,494 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,525 shares; 2024Q4: 130,004 shares; 2025Q1: 156,533 shares; 2025Q2: 139,920 shares; 2025Q3: 141,153 shares 141,153 $8.52M 0.01% +1,233 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,115 shares; 2024Q4: 41,591 shares; 2025Q1: 49,700 shares; 2025Q2: 48,696 shares; 2025Q3: 48,666 shares 48,666 $8.51M 0.01% -30 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,818 shares; 2024Q4: 21,365 shares; 2025Q1: 21,787 shares; 2025Q2: 23,120 shares; 2025Q3: 25,663 shares 25,663 $8.51M 0.01% +2,543 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,670 shares; 2024Q4: 87,840 shares; 2025Q1: 85,672 shares; 2025Q2: 89,567 shares; 2025Q3: 188,633 shares 188,633 $8.48M 0.01% +99,066 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 13,611 shares; 2025Q1: 12,801 shares; 2025Q2: 14,253 shares; 2025Q3: 90,326 shares 90,326 $8.42M 0.01% +76,073 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,349 shares; 2024Q4: 144,800 shares; 2025Q1: 144,780 shares; 2025Q2: 232,725 shares; 2025Q3: 255,222 shares 255,222 $8.4M 0.01% +22,497 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,699 shares; 2024Q4: 110,646 shares; 2025Q1: 108,783 shares; 2025Q2: 115,377 shares; 2025Q3: 139,341 shares 139,341 $8.31M 0.01% +23,964 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,320 shares; 2024Q4: 97,336 shares; 2025Q1: 96,824 shares; 2025Q2: 87,703 shares; 2025Q3: 80,464 shares 80,464 $8.29M 0.01% -7,239 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,598 shares; 2024Q4: 54,776 shares; 2025Q1: 51,719 shares; 2025Q2: 52,654 shares; 2025Q3: 51,064 shares 51,064 $8.27M 0.01% -1,590 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,463 shares; 2024Q4: 63,523 shares; 2025Q1: 48,960 shares; 2025Q2: 52,198 shares; 2025Q3: 57,815 shares 57,815 $8.17M 0.01% +5,617 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,123 shares; 2025Q3: 121,106 shares 121,106 $8.13M 0.01% +100,983 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,975 shares; 2025Q2: 29,185 shares; 2025Q3: 29,917 shares 29,917 $8.08M 0.01% +732 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,005 shares; 2024Q4: 43,198 shares; 2025Q1: 43,835 shares; 2025Q2: 38,066 shares; 2025Q3: 41,863 shares 41,863 $8.07M 0.01% +3,797 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,262 shares; 2024Q4: 200,244 shares; 2025Q1: 179,689 shares; 2025Q2: 172,270 shares; 2025Q3: 189,681 shares 189,681 $8.06M 0.01% +17,411 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,340 shares; 2024Q4: 75,308 shares; 2025Q1: 79,217 shares; 2025Q2: 80,646 shares; 2025Q3: 105,190 shares 105,190 $8.06M 0.01% +24,544 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,344 shares; 2025Q1: 108,897 shares; 2025Q2: 55,374 shares; 2025Q3: 53,673 shares 53,673 $8.03M 0.01% -1,701 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,713 shares; 2025Q1: 4,687 shares; 2025Q2: 46,019 shares; 2025Q3: 59,857 shares 59,857 $8M 0.01% +13,838 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,149 shares; 2025Q1: 216,832 shares; 2025Q2: 181,177 shares; 2025Q3: 114,003 shares 114,003 $8M 0.01% -67,174 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036,542 shares; 2025Q1: 1,036,553 shares; 2025Q2: 1,036,566 shares; 2025Q3: 1,036,769 shares 1,036,769 $7.99M 0.01% +203 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,506 shares; 2024Q4: 158,862 shares; 2025Q1: 38,867 shares; 2025Q2: 60,407 shares; 2025Q3: 67,810 shares 67,810 $7.98M 0.01% +7,403 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,501 shares; 2024Q4: 594,260 shares; 2025Q1: 596,881 shares; 2025Q2: 629,360 shares; 2025Q3: 655,821 shares 655,821 $7.97M 0.01% +26,461 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,960 shares; 2024Q4: 301,511 shares; 2025Q1: 314,342 shares; 2025Q2: 316,360 shares; 2025Q3: 299,869 shares 299,869 $7.92M 0.01% -16,491 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,820 shares; 2024Q4: 274,065 shares; 2025Q1: 382,061 shares; 2025Q2: 667,556 shares; 2025Q3: 271,598 shares 271,598 $7.91M 0.01% -395,958 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,307 shares; 2024Q4: 70,042 shares; 2025Q1: 79,640 shares; 2025Q2: 83,044 shares; 2025Q3: 102,195 shares 102,195 $7.89M 0.01% +19,151 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 4,436 shares; 2025Q1: 4,342 shares; 2025Q2: 34,396 shares; 2025Q3: 35,528 shares 35,528 $7.88M 0.01% +1,132 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 14,786 shares; 2025Q1: 17,993 shares; 2025Q2: 43,723 shares; 2025Q3: 43,682 shares 43,682 $7.8M 0.01% -41 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,021 shares; 2024Q4: 101,595 shares; 2025Q1: 76,650 shares; 2025Q2: 76,510 shares; 2025Q3: 75,660 shares 75,660 $7.79M 0.01% -850 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,461 shares; 2024Q4: 90,930 shares; 2025Q1: 105,695 shares; 2025Q2: 118,649 shares; 2025Q3: 140,865 shares 140,865 $7.78M 0.01% +22,216 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,390 shares; 2024Q4: 438,612 shares; 2025Q1: 368,998 shares; 2025Q2: 117,260 shares; 2025Q3: 109,285 shares 109,285 $7.74M 0.01% -7,975 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,284 shares; 2024Q4: 34,439 shares; 2025Q1: 46,854 shares; 2025Q2: 44,557 shares; 2025Q3: 45,355 shares 45,355 $7.72M 0.01% +798 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,307 shares; 2025Q1: 2,529 shares; 2025Q2: 68,231 shares; 2025Q3: 71,131 shares 71,131 $7.67M 0.01% +2,900 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,243 shares; 2024Q4: 54,909 shares; 2025Q1: 37,758 shares; 2025Q2: 35,898 shares; 2025Q3: 33,452 shares 33,452 $7.62M 0.01% -2,446 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,243 shares; 2024Q4: 270,972 shares; 2025Q1: 274,387 shares; 2025Q2: 273,814 shares; 2025Q3: 283,504 shares 283,504 $7.61M 0.01% +9,690 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,097 shares; 2024Q4: 38,155 shares; 2025Q1: 39,033 shares; 2025Q2: 39,105 shares; 2025Q3: 42,614 shares 42,614 $7.59M 0.01% +3,509 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,038 shares; 2024Q4: 45,707 shares; 2025Q1: 45,175 shares; 2025Q2: 46,141 shares; 2025Q3: 67,271 shares 67,271 $7.56M 0.01% +21,130 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 47,665 shares; 2025Q1: 50,552 shares; 2025Q2: 50,838 shares; 2025Q3: 51,787 shares 51,787 $7.54M 0.01% +949 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,425 shares; 2024Q4: 21,470 shares; 2025Q1: 22,446 shares; 2025Q2: 22,439 shares; 2025Q3: 36,718 shares 36,718 $7.54M 0.01% +14,279 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,321 shares; 2024Q4: 68,154 shares; 2025Q1: 68,011 shares; 2025Q2: 77,998 shares; 2025Q3: 76,467 shares 76,467 $7.52M 0.01% -1,531 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,292 shares; 2024Q4: 42,892 shares; 2025Q1: not reported; 2025Q2: 176,746 shares; 2025Q3: 308,219 shares 308,219 $7.5M 0.01% +131,473 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,839 shares; 2025Q1: 13,177 shares; 2025Q2: 193,073 shares; 2025Q3: 181,879 shares 181,879 $7.48M 0.01% -11,194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,680 shares; 2024Q4: 310,108 shares; 2025Q1: 308,729 shares; 2025Q2: 560,178 shares; 2025Q3: 342,905 shares 342,905 $7.4M 0.01% -217,273 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,370 shares; 2024Q4: 53,494 shares; 2025Q1: 52,559 shares; 2025Q2: 57,126 shares; 2025Q3: 69,208 shares 69,208 $7.31M 0.01% +12,082 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,784 shares; 2024Q4: 18,951 shares; 2025Q1: 18,675 shares; 2025Q2: 13,467 shares; 2025Q3: 13,037 shares 13,037 $7.3M 0.01% -430 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,719 shares; 2025Q1: 114,559 shares; 2025Q2: 105,622 shares; 2025Q3: 109,490 shares 109,490 $7.29M 0.01% +3,868 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 10,887 shares; 2025Q1: 12,672 shares; 2025Q2: 13,208 shares; 2025Q3: 17,273 shares 17,273 $7.29M 0.01% +4,065 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,662 shares; 2025Q2: 163,494 shares; 2025Q3: 183,566 shares 183,566 $7.28M 0.01% +20,072 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,606 shares; 2024Q4: 223,971 shares; 2025Q1: 201,945 shares; 2025Q2: 192,756 shares; 2025Q3: 185,859 shares 185,859 $7.28M 0.01% -6,897 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,414 shares; 2024Q4: 329,133 shares; 2025Q1: 267,318 shares; 2025Q2: 243,541 shares; 2025Q3: 186,478 shares 186,478 $7.25M 0.01% -57,063 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,335 shares; 2025Q1: 3,127 shares; 2025Q2: 3,751 shares; 2025Q3: 50,236 shares 50,236 $7.18M 0.01% +46,485 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,637 shares; 2024Q4: 42,044 shares; 2025Q1: 47,548 shares; 2025Q2: 51,637 shares; 2025Q3: 55,944 shares 55,944 $7.17M 0.01% +4,307 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 6,961 shares; 2025Q1: 9,318 shares; 2025Q2: 10,280 shares; 2025Q3: 11,329 shares 11,329 $7.15M 0.01% +1,049 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 8,832 shares; 2025Q1: 12,601 shares; 2025Q2: 13,587 shares; 2025Q3: 14,771 shares 14,771 $7.1M 0.01% +1,184 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 789 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 883 shares 883 $7.09M 0.01% +93 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,233 shares; 2024Q4: 24,392 shares; 2025Q1: 25,447 shares; 2025Q2: 74,990 shares; 2025Q3: 77,270 shares 77,270 $7.03M 0.01% +2,280 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,395 shares; 2024Q4: 23,550 shares; 2025Q1: 22,372 shares; 2025Q2: 73,934 shares; 2025Q3: 74,068 shares 74,068 $6.99M 0.01% +134 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,794 shares; 2024Q4: 30,051 shares; 2025Q1: 25,040 shares; 2025Q2: 27,530 shares; 2025Q3: 35,186 shares 35,186 $6.98M 0.01% +7,656 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 30,561 shares; 2025Q1: 34,920 shares; 2025Q2: 32,058 shares; 2025Q3: 46,119 shares 46,119 $6.96M 0.01% +14,061 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 43,631 shares; 2025Q1: 47,357 shares; 2025Q2: 51,783 shares; 2025Q3: 52,798 shares 52,798 $6.94M 0.01% +1,015 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,324 shares; 2024Q4: 208,712 shares; 2025Q1: 198,144 shares; 2025Q2: 187,937 shares; 2025Q3: 182,180 shares 182,180 $6.91M 0.01% -5,757 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,374 shares; 2024Q4: 77,649 shares; 2025Q1: 234,830 shares; 2025Q2: 276,997 shares; 2025Q3: 270,366 shares 270,366 $6.91M 0.01% -6,631 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,834 shares; 2024Q4: 97,221 shares; 2025Q1: 95,208 shares; 2025Q2: 90,856 shares; 2025Q3: 86,707 shares 86,707 $6.88M 0.01% -4,149 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,395 shares; 2024Q4: 76,336 shares; 2025Q1: 71,561 shares; 2025Q2: 96,346 shares; 2025Q3: 146,892 shares 146,892 $6.8M 0.01% +50,546 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,132 shares; 2025Q3: 92,990 shares 92,990 $6.78M 0.01% -179,142 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,572 shares; 2025Q1: 177,228 shares; 2025Q2: 186,594 shares; 2025Q3: 186,594 shares 186,594 $6.78M 0.01% 0 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,443 shares 25,443 $6.78M 0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,876 shares; 2025Q1: 10,954 shares; 2025Q2: 17,568 shares; 2025Q3: 65,241 shares 65,241 $6.75M 0.01% +47,673 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,894 shares; 2024Q4: 106,264 shares; 2025Q1: 95,452 shares; 2025Q2: 61,587 shares; 2025Q3: 81,435 shares 81,435 $6.72M 0.01% +19,848 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,137 shares; 2024Q4: 150,734 shares; 2025Q1: 162,446 shares; 2025Q2: 176,718 shares; 2025Q3: 190,285 shares 190,285 $6.7M 0.01% +13,567 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 18,122 shares; 2025Q1: 18,624 shares; 2025Q2: 19,057 shares; 2025Q3: 19,160 shares 19,160 $6.64M 0.01% +103 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 10,647 shares; 2025Q1: 9,887 shares; 2025Q2: 60,545 shares; 2025Q3: 64,339 shares 64,339 $6.63M 0.01% +3,794 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,730 shares; 2024Q4: 174,617 shares; 2025Q1: 173,309 shares; 2025Q2: 171,038 shares; 2025Q3: 172,323 shares 172,323 $6.6M 0.01% +1,285 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,832 shares; 2024Q4: 35,481 shares; 2025Q1: 51,102 shares; 2025Q2: 258,845 shares; 2025Q3: 299,070 shares 299,070 $6.58M 0.01% +40,225 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,351 shares; 2024Q4: 292,773 shares; 2025Q1: 281,031 shares; 2025Q2: 179,897 shares; 2025Q3: 97,506 shares 97,506 $6.54M 0.01% -82,391 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,271 shares 17,271 $6.52M 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,911 shares; 2024Q4: 31,337 shares; 2025Q1: 31,440 shares; 2025Q2: 31,506 shares; 2025Q3: 31,639 shares 31,639 $6.51M 0.01% +133 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,244 shares; 2024Q4: 55,878 shares; 2025Q1: 55,398 shares; 2025Q2: 50,375 shares; 2025Q3: 46,214 shares 46,214 $6.44M 0.01% -4,161 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 28,080 shares; 2025Q1: 41,973 shares; 2025Q2: 46,710 shares; 2025Q3: 45,657 shares 45,657 $6.43M 0.01% -1,053 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,930 shares; 2024Q4: 126,486 shares; 2025Q1: 123,095 shares; 2025Q2: 123,371 shares; 2025Q3: 127,269 shares 127,269 $6.42M 0.01% +3,898 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,203 shares; 2024Q4: 24,182 shares; 2025Q1: 26,918 shares; 2025Q2: 30,553 shares; 2025Q3: 28,868 shares 28,868 $6.41M 0.01% -1,685 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,716 shares; 2024Q4: 157,517 shares; 2025Q1: 158,578 shares; 2025Q2: 188,270 shares; 2025Q3: 222,373 shares 222,373 $6.4M 0.01% +34,103 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,466 shares; 2024Q4: 83,336 shares; 2025Q1: 98,400 shares; 2025Q2: 99,209 shares; 2025Q3: 94,600 shares 94,600 $6.38M 0.01% -4,609 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,853 shares; 2024Q4: 20,769 shares; 2025Q1: 20,781 shares; 2025Q2: 21,029 shares; 2025Q3: 21,329 shares 21,329 $6.36M 0.01% +300 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: not reported; 2025Q1: 98,217 shares; 2025Q2: 110,664 shares; 2025Q3: 111,210 shares 111,210 $6.35M 0.01% +546 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,707 shares; 2024Q4: 160,526 shares; 2025Q1: 479,812 shares; 2025Q2: 600,891 shares; 2025Q3: 142,258 shares 142,258 $6.33M 0.01% -458,633 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,827 shares; 2024Q4: 152,791 shares; 2025Q1: 69,888 shares; 2025Q2: 70,660 shares; 2025Q3: 80,546 shares 80,546 $6.31M 0.01% +9,886 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,941 shares; 2024Q4: 43,969 shares; 2025Q1: 40,994 shares; 2025Q2: 123,948 shares; 2025Q3: 56,597 shares 56,597 $6.3M 0.01% -67,351 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,605 shares; 2024Q4: 50,495 shares; 2025Q1: 51,365 shares; 2025Q2: 52,332 shares; 2025Q3: 51,339 shares 51,339 $6.29M 0.01% -993 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,618 shares; 2024Q4: 43,504 shares; 2025Q1: 52,240 shares; 2025Q2: 56,177 shares; 2025Q3: 62,337 shares 62,337 $6.22M 0.01% +6,160 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 4,843 shares; 2025Q1: 4,839 shares; 2025Q2: 33,227 shares; 2025Q3: 31,726 shares 31,726 $6.2M 0.01% -1,501 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 13,167 shares; 2025Q1: 12,119 shares; 2025Q2: 11,784 shares; 2025Q3: 13,206 shares 13,206 $6.18M 0.01% +1,422 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 35,880 shares; 2025Q1: 36,186 shares; 2025Q2: 51,911 shares; 2025Q3: 61,763 shares 61,763 $6.16M 0.01% +9,852 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,144 shares; 2024Q4: 202,082 shares; 2025Q1: 172,706 shares; 2025Q2: 139,406 shares; 2025Q3: 138,696 shares 138,696 $6.16M 0.01% -710 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 46,784 shares; 2025Q1: 45,719 shares; 2025Q2: 49,582 shares; 2025Q3: 52,777 shares 52,777 $6.12M 0.01% +3,195 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,954 shares; 2024Q4: 38,363 shares; 2025Q1: 43,232 shares; 2025Q2: 46,693 shares; 2025Q3: 63,016 shares 63,016 $6.12M 0.01% +16,323 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,549 shares; 2024Q4: 188,945 shares; 2025Q1: 219,828 shares; 2025Q2: 202,259 shares; 2025Q3: 242,649 shares 242,649 $6.1M 0.01% +40,390 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,500 shares; 2025Q3: 127,187 shares 127,187 $6.09M 0.01% +57,687 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,924 shares; 2024Q4: 33,888 shares; 2025Q1: 33,500 shares; 2025Q2: 36,246 shares; 2025Q3: 34,798 shares 34,798 $6.09M 0.01% -1,448 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 20,003 shares; 2025Q1: 24,558 shares; 2025Q2: 23,247 shares; 2025Q3: 24,889 shares 24,889 $6.08M 0.01% +1,642 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,880 shares; 2024Q4: 149,835 shares; 2025Q1: 198,250 shares; 2025Q2: 203,591 shares; 2025Q3: 197,734 shares 197,734 $6.04M 0.01% -5,857 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,332 shares; 2024Q4: 21,075 shares; 2025Q1: 38,458 shares; 2025Q2: 39,837 shares; 2025Q3: 144,802 shares 144,802 $5.98M 0.01% +104,965 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,795 shares; 2024Q4: 320,354 shares; 2025Q1: 149,680 shares; 2025Q2: 146,718 shares; 2025Q3: 138,285 shares 138,285 $5.96M 0.01% -8,433 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,150 shares; 2024Q4: 57,927 shares; 2025Q1: 99,990 shares; 2025Q2: 112,665 shares; 2025Q3: 127,519 shares 127,519 $5.92M 0.01% +14,854 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,236 shares; 2024Q4: 60,898 shares; 2025Q1: 80,266 shares; 2025Q2: 83,237 shares; 2025Q3: 27,691 shares 27,691 $5.92M 0.01% -55,546 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,297 shares; 2025Q1: 18,059 shares; 2025Q2: 19,159 shares; 2025Q3: 19,868 shares 19,868 $5.9M 0.01% +709 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,278 shares 33,278 $5.89M 0.01% new Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,202 shares; 2025Q1: 81,382 shares; 2025Q2: 83,167 shares; 2025Q3: 84,447 shares 84,447 $5.87M 0.01% +1,280 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,958 shares; 2024Q4: 345,351 shares; 2025Q1: 350,153 shares; 2025Q2: 243,111 shares; 2025Q3: 281,472 shares 281,472 $5.83M 0.01% +38,361 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,040 shares; 2025Q1: 75,599 shares; 2025Q2: 77,178 shares; 2025Q3: 78,345 shares 78,345 $5.82M 0.01% +1,167 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 35,211 shares; 2025Q1: 37,652 shares; 2025Q2: 47,401 shares; 2025Q3: 68,140 shares 68,140 $5.78M 0.01% +20,739 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,070 shares; 2024Q4: 32,707 shares; 2025Q1: 33,560 shares; 2025Q2: 31,452 shares; 2025Q3: 33,824 shares 33,824 $5.73M 0.01% +2,372 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,190 shares; 2025Q1: 16,191 shares; 2025Q2: 16,232 shares; 2025Q3: 90,870 shares 90,870 $5.6M 0.01% +74,638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,554 shares; 2024Q4: 56,262 shares; 2025Q1: 55,342 shares; 2025Q2: 55,314 shares; 2025Q3: 55,830 shares 55,830 $5.6M 0.01% +516 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 24,204 shares; 2025Q1: 25,167 shares; 2025Q2: 25,933 shares; 2025Q3: 54,267 shares 54,267 $5.6M 0.01% +28,334 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,600 shares; 2025Q2: 189,722 shares; 2025Q3: 172,807 shares 172,807 $5.58M 0.01% -16,915 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 15,405 shares; 2025Q1: 16,036 shares; 2025Q2: 18,548 shares; 2025Q3: 19,281 shares 19,281 $5.57M 0.01% +733 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,502 shares 12,502 $5.52M 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,479 shares; 2024Q4: 20,785 shares; 2025Q1: 18,675 shares; 2025Q2: 20,930 shares; 2025Q3: 1,018,810 shares 1,018,810 $5.49M 0.01% +997,880 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,053 shares 20,053 $5.49M 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,803 shares; 2024Q4: 160,673 shares; 2025Q1: 161,872 shares; 2025Q2: 186,079 shares; 2025Q3: 199,750 shares 199,750 $5.46M 0.01% +13,671 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,709 shares; 2024Q4: 42,543 shares; 2025Q1: 42,774 shares; 2025Q2: 41,927 shares; 2025Q3: 66,085 shares 66,085 $5.44M 0.01% +24,158 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,480 shares; 2024Q4: 109,081 shares; 2025Q1: 113,274 shares; 2025Q2: 126,793 shares; 2025Q3: 128,222 shares 128,222 $5.43M 0.01% +1,429 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154,191 shares; 2025Q1: 155,164 shares; 2025Q2: 157,448 shares; 2025Q3: 156,973 shares 156,973 $5.41M 0.01% -475 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,322 shares; 2024Q4: 264,572 shares; 2025Q1: 275,698 shares; 2025Q2: 286,944 shares; 2025Q3: 313,690 shares 313,690 $5.38M 0.01% +26,746 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,338 shares; 2024Q4: 111,112 shares; 2025Q1: 104,574 shares; 2025Q2: 110,775 shares; 2025Q3: 123,293 shares 123,293 $5.38M 0.01% +12,518 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 34,386 shares; 2025Q1: 35,967 shares; 2025Q2: 38,084 shares; 2025Q3: 58,219 shares 58,219 $5.32M 0.01% +20,135 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,799 shares; 2024Q4: 37,253 shares; 2025Q1: 103,778 shares; 2025Q2: 101,211 shares; 2025Q3: 100,613 shares 100,613 $5.31M 0.01% -598 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,828 shares 167,828 $5.29M 0.01% new Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,336 shares; 2025Q3: 76,564 shares 76,564 $5.27M 0.01% +1,228 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,410 shares; 2024Q4: 88,265 shares; 2025Q1: 89,162 shares; 2025Q2: 98,267 shares; 2025Q3: 101,762 shares 101,762 $5.22M 0.01% +3,495 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,555 shares; 2024Q4: 24,431 shares; 2025Q1: 22,546 shares; 2025Q2: 23,253 shares; 2025Q3: 24,714 shares 24,714 $5.17M 0.01% +1,461 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,397 shares 57,397 $5.16M 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,036 shares; 2025Q2: 86,521 shares; 2025Q3: 96,858 shares 96,858 $5.16M 0.01% +10,337 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 9,226 shares; 2025Q1: 5,946 shares; 2025Q2: 5,367 shares; 2025Q3: 9,152 shares 9,152 $5.15M 0.01% +3,785 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 5,804 shares; 2025Q1: 6,010 shares; 2025Q2: 6,219 shares; 2025Q3: 7,280 shares 7,280 $5.13M 0.01% +1,061 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 6,237 shares; 2025Q1: 17,384 shares; 2025Q2: 22,546 shares; 2025Q3: 25,577 shares 25,577 $5.13M 0.01% +3,031 Timeline RLX RLX TECHNOLOGY INC More: the full row for RLX TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,946,802 shares; 2025Q3: 1,946,802 shares 1,946,802 $5.12M 0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 633,552 shares; 2025Q1: 637,522 shares; 2025Q2: 634,275 shares; 2025Q3: 635,672 shares 635,672 $5.12M 0.01% +1,397 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,525 shares; 2024Q4: 58,691 shares; 2025Q1: 56,644 shares; 2025Q2: 140,647 shares; 2025Q3: 107,335 shares 107,335 $5.07M 0.01% -33,312 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,721 shares; 2024Q4: 16,442 shares; 2025Q1: 16,120 shares; 2025Q2: 13,956 shares; 2025Q3: 66,387 shares 66,387 $5.06M 0.01% +52,431 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,461 shares; 2025Q3: 203,288 shares 203,288 $5.06M 0.01% +105,827 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,990 shares; 2025Q2: 18,952 shares; 2025Q3: 20,187 shares 20,187 $5.03M 0.01% +1,235 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,218 shares; 2024Q4: 117,979 shares; 2025Q1: 116,573 shares; 2025Q2: 112,937 shares; 2025Q3: 109,295 shares 109,295 $5.03M 0.01% -3,642 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,184 shares; 2024Q4: 116,654 shares; 2025Q1: 79,374 shares; 2025Q2: 155,423 shares; 2025Q3: 161,245 shares 161,245 $5.02M 0.01% +5,822 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 30,305 shares; 2025Q1: 67,447 shares; 2025Q2: 98,544 shares; 2025Q3: 68,213 shares 68,213 $5.01M 0.01% -30,331 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,304 shares; 2025Q3: 49,242 shares 49,242 $4.98M 0.01% +10,938 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,184 shares; 2024Q4: 55,918 shares; 2025Q1: 56,852 shares; 2025Q2: 57,707 shares; 2025Q3: 54,663 shares 54,663 $4.95M 0.01% -3,044 Timeline VANGUARD INDEX FDS VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,500 shares; 2025Q2: 26,500 shares; 2025Q3: 15,000 shares 15,000 $4.92M 0.01% -11,500 WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 73,375 shares; 2025Q1: 64,189 shares; 2025Q2: 66,135 shares; 2025Q3: 64,391 shares 64,391 $4.91M 0.01% -1,744 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,330 shares; 2024Q4: 379,500 shares; 2025Q1: 357,673 shares; 2025Q2: 315,730 shares; 2025Q3: 422,939 shares 422,939 $4.91M 0.01% +107,209 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,933 shares; 2024Q4: 34,314 shares; 2025Q1: 58,891 shares; 2025Q2: 101,030 shares; 2025Q3: 97,445 shares 97,445 $4.87M 0.01% -3,585 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,118 shares; 2024Q4: 33,843 shares; 2025Q1: 34,424 shares; 2025Q2: 35,859 shares; 2025Q3: 44,992 shares 44,992 $4.85M 0.01% +9,133 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 15,423 shares; 2025Q1: 17,351 shares; 2025Q2: 18,938 shares; 2025Q3: 24,495 shares 24,495 $4.81M 0.01% +5,557 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 41,891 shares; 2025Q1: 41,128 shares; 2025Q2: 42,238 shares; 2025Q3: 44,163 shares 44,163 $4.8M 0.01% +1,925 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,143 shares; 2024Q4: 172,590 shares; 2025Q1: 150,001 shares; 2025Q2: 150,551 shares; 2025Q3: 137,048 shares 137,048 $4.79M 0.01% -13,503 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,988 shares 181,988 $4.77M 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,276 shares; 2024Q4: 39,986 shares; 2025Q1: 44,766 shares; 2025Q2: 39,236 shares; 2025Q3: 34,478 shares 34,478 $4.75M 0.01% -4,758 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,346 shares; 2024Q4: 33,120 shares; 2025Q1: 41,626 shares; 2025Q2: 40,638 shares; 2025Q3: 33,037 shares 33,037 $4.71M 0.01% -7,601 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 31,941 shares; 2025Q1: 21,928 shares; 2025Q2: 30,418 shares; 2025Q3: 41,408 shares 41,408 $4.71M 0.01% +10,990 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242,920 shares; 2025Q3: 244,560 shares 244,560 $4.68M 0.01% +1,640 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,748 shares; 2025Q1: 24,458 shares; 2025Q2: 61,009 shares; 2025Q3: 63,411 shares 63,411 $4.67M 0.01% +2,402 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,581 shares; 2024Q4: 84,238 shares; 2025Q1: 64,376 shares; 2025Q2: 69,276 shares; 2025Q3: 69,048 shares 69,048 $4.67M 0.01% -228 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,895 shares; 2024Q4: 134,181 shares; 2025Q1: 143,340 shares; 2025Q2: 144,773 shares; 2025Q3: 134,422 shares 134,422 $4.65M 0.01% -10,351 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,741 shares 74,741 $4.64M 0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 16,094 shares; 2025Q1: 16,328 shares; 2025Q2: 17,975 shares; 2025Q3: 16,183 shares 16,183 $4.64M 0.01% -1,792 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 127,394 shares; 2025Q1: 158,505 shares; 2025Q2: 98,954 shares; 2025Q3: 102,081 shares 102,081 $4.64M 0.01% +3,127 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,801 shares; 2024Q4: 150,498 shares; 2025Q1: 169,101 shares; 2025Q2: 155,274 shares; 2025Q3: 134,785 shares 134,785 $4.63M 0.01% -20,489 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,878 shares 10,878 $4.63M 0.01% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,213 shares; 2024Q4: 59,558 shares; 2025Q1: 60,529 shares; 2025Q2: 61,140 shares; 2025Q3: 57,824 shares 57,824 $4.61M 0.01% -3,316 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,995 shares; 2025Q2: 66,718 shares; 2025Q3: 64,434 shares 64,434 $4.61M 0.01% -2,284 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,406 shares; 2024Q4: 60,771 shares; 2025Q1: 66,970 shares; 2025Q2: 66,657 shares; 2025Q3: 68,436 shares 68,436 $4.6M 0.01% +1,779 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 26,554 shares; 2025Q1: 26,318 shares; 2025Q2: 26,476 shares; 2025Q3: 26,101 shares 26,101 $4.59M 0.01% -375 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,252 shares; 2024Q4: 102,834 shares; 2025Q1: 96,252 shares; 2025Q2: 99,034 shares; 2025Q3: 99,985 shares 99,985 $4.54M 0.01% +951 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,828 shares; 2024Q4: 65,226 shares; 2025Q1: 75,174 shares; 2025Q2: 73,791 shares; 2025Q3: 65,198 shares 65,198 $4.52M 0.01% -8,593 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,638 shares; 2025Q1: 4,967 shares; 2025Q2: 19,377 shares; 2025Q3: 20,761 shares 20,761 $4.51M 0.01% +1,384 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,636 shares; 2025Q1: 35,847 shares; 2025Q2: 33,372 shares; 2025Q3: 33,503 shares 33,503 $4.5M 0.01% +131 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,358 shares; 2024Q4: 31,164 shares; 2025Q1: 29,997 shares; 2025Q2: 31,925 shares; 2025Q3: 29,606 shares 29,606 $4.5M 0.01% -2,319 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 11,674 shares; 2025Q1: 13,348 shares; 2025Q2: 11,492 shares; 2025Q3: 12,810 shares 12,810 $4.48M 0.01% +1,318 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 14,657 shares; 2025Q1: 14,586 shares; 2025Q2: 15,539 shares; 2025Q3: 13,720 shares 13,720 $4.43M 0.01% -1,819 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,439 shares; 2024Q4: 134,018 shares; 2025Q1: 102,953 shares; 2025Q2: 100,995 shares; 2025Q3: 99,300 shares 99,300 $4.42M 0.01% -1,695 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 2,156 shares; 2025Q1: 3,195 shares; 2025Q2: 3,925 shares; 2025Q3: 3,584 shares 3,584 $4.4M 0.01% -341 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 25,221 shares; 2025Q1: 26,144 shares; 2025Q2: 27,027 shares; 2025Q3: 25,461 shares 25,461 $4.39M 0.01% -1,566 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,740 shares; 2025Q2: 12,916 shares; 2025Q3: 12,694 shares 12,694 $4.38M 0.01% -222 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 1,092 shares; 2025Q1: 2,300 shares; 2025Q2: 3,589 shares; 2025Q3: 5,331 shares 5,331 $4.38M 0.01% +1,742 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,196 shares; 2025Q1: 77,548 shares; 2025Q2: 79,077 shares; 2025Q3: 86,428 shares 86,428 $4.37M 0.01% +7,351 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,560 shares; 2024Q4: 25,645 shares; 2025Q1: 70,242 shares; 2025Q2: 68,642 shares; 2025Q3: 66,775 shares 66,775 $4.36M 0.01% -1,867 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 4,367 shares; 2025Q1: 2,618 shares; 2025Q2: 2,754 shares; 2025Q3: 47,149 shares 47,149 $4.35M 0.01% +44,395 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,180 shares; 2024Q4: 31,765 shares; 2025Q1: 30,853 shares; 2025Q2: 31,110 shares; 2025Q3: 32,750 shares 32,750 $4.33M 0.01% +1,640 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,119 shares; 2024Q4: 74,097 shares; 2025Q1: 74,730 shares; 2025Q2: 123,915 shares; 2025Q3: 120,422 shares 120,422 $4.32M 0.01% -3,493 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,982 shares; 2024Q4: 55,397 shares; 2025Q1: 62,862 shares; 2025Q2: 61,711 shares; 2025Q3: 53,590 shares 53,590 $4.32M 0.01% -8,121 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,108 shares; 2024Q4: 71,267 shares; 2025Q1: 68,946 shares; 2025Q2: 69,246 shares; 2025Q3: 72,260 shares 72,260 $4.32M 0.01% +3,014 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,597 shares; 2025Q1: 49,454 shares; 2025Q2: 52,406 shares; 2025Q3: 67,059 shares 67,059 $4.32M 0.01% +14,653 Timeline GOCO GOHEALTH INC More: the full row for GOHEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,082 shares 56,082 $4.31M 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,170 shares; 2024Q4: 105,837 shares; 2025Q1: 117,089 shares; 2025Q2: 116,509 shares; 2025Q3: 125,281 shares 125,281 $4.29M 0.01% +8,772 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 58,131 shares; 2025Q1: 28,372 shares; 2025Q2: 27,613 shares; 2025Q3: 43,095 shares 43,095 $4.27M 0.01% +15,482 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,451 shares; 2025Q1: 817,494 shares; 2025Q2: 899,504 shares; 2025Q3: 937,414 shares 937,414 $4.26M 0.01% +37,910 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,143 shares; 2024Q4: 30,143 shares; 2025Q1: 37,938 shares; 2025Q2: 29,410 shares; 2025Q3: 38,442 shares 38,442 $4.25M 0.01% +9,032 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,352 shares; 2024Q4: 64,809 shares; 2025Q1: 68,704 shares; 2025Q2: 67,512 shares; 2025Q3: 69,477 shares 69,477 $4.22M 0.01% +1,965 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,458 shares; 2024Q4: 65,465 shares; 2025Q1: 71,529 shares; 2025Q2: 60,967 shares; 2025Q3: 95,201 shares 95,201 $4.22M 0.01% +34,234 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,765 shares; 2024Q4: 95,951 shares; 2025Q1: 93,351 shares; 2025Q2: 85,061 shares; 2025Q3: 87,433 shares 87,433 $4.22M 0.01% +2,372 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,309 shares; 2024Q4: 89,671 shares; 2025Q1: 24,208 shares; 2025Q2: 26,487 shares; 2025Q3: 13,299 shares 13,299 $4.22M 0.01% -13,188 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,569 shares; 2024Q4: 35,120 shares; 2025Q1: 21,900 shares; 2025Q2: 21,380 shares; 2025Q3: 88,083 shares 88,083 $4.2M 0.01% +66,703 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 26,306 shares; 2025Q1: 28,195 shares; 2025Q2: 70,733 shares; 2025Q3: 71,326 shares 71,326 $4.19M 0.01% +593 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,702 shares; 2024Q4: 18,830 shares; 2025Q1: 19,977 shares; 2025Q2: 20,602 shares; 2025Q3: 24,689 shares 24,689 $4.16M 0.01% +4,087 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,771 shares; 2025Q1: 28,390 shares; 2025Q2: 30,610 shares; 2025Q3: 30,210 shares 30,210 $4.14M 0.01% -400 Timeline GBIL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,483 shares; 2024Q4: 75,897 shares; 2025Q1: 45,902 shares; 2025Q2: 48,893 shares; 2025Q3: 41,322 shares 41,322 $4.14M 0.01% -7,571 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,448 shares; 2024Q4: 60,712 shares; 2025Q1: 57,028 shares; 2025Q2: 52,883 shares; 2025Q3: 50,357 shares 50,357 $4.12M 0.01% -2,526 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,884 shares; 2024Q4: 89,283 shares; 2025Q1: 83,450 shares; 2025Q2: 80,927 shares; 2025Q3: 80,155 shares 80,155 $4.12M 0.01% -772 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3,630 shares; 2025Q1: 4,400 shares; 2025Q2: 5,131 shares; 2025Q3: 12,756 shares 12,756 $4.11M 0.01% +7,625 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,581 shares; 2024Q4: 52,687 shares; 2025Q1: 45,391 shares; 2025Q2: 50,651 shares; 2025Q3: 48,074 shares 48,074 $4.1M 0.01% -2,577 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,133 shares; 2024Q4: 28,064 shares; 2025Q1: 27,681 shares; 2025Q2: 30,453 shares; 2025Q3: 29,502 shares 29,502 $4.09M 0.01% -951 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,736 shares; 2025Q3: 178,541 shares 178,541 $4.09M 0.01% +11,805 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,353 shares; 2025Q1: 33,775 shares; 2025Q2: 34,513 shares; 2025Q3: 34,889 shares 34,889 $4.08M 0.01% +376 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,745 shares; 2024Q4: 30,510 shares; 2025Q1: 28,792 shares; 2025Q2: 35,915 shares; 2025Q3: 39,309 shares 39,309 $4.06M 0.01% +3,394 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,660 shares; 2024Q4: 73,660 shares; 2025Q1: 73,660 shares; 2025Q2: 73,660 shares; 2025Q3: 73,660 shares 73,660 $4.06M 0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,609 shares; 2025Q3: 79,262 shares 79,262 $4.06M 0.01% +653 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,682 shares; 2024Q4: 124,498 shares; 2025Q1: 124,809 shares; 2025Q2: 125,522 shares; 2025Q3: 124,383 shares 124,383 $4.02M 0.01% -1,139 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 30,046 shares; 2025Q1: 34,517 shares; 2025Q2: 41,537 shares; 2025Q3: 43,012 shares 43,012 $4M 0.01% +1,475 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,581 shares; 2025Q2: 40,288 shares; 2025Q3: 89,085 shares 89,085 $3.98M 0.01% +48,797 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,878 shares; 2025Q2: 109,620 shares; 2025Q3: 112,600 shares 112,600 $3.97M 0.01% +2,980 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,672 shares; 2024Q4: 43,959 shares; 2025Q1: 42,943 shares; 2025Q2: 37,448 shares; 2025Q3: 41,424 shares 41,424 $3.94M 0.01% +3,976 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,931 shares 95,931 $3.93M 0.01% new Timeline MICROSOFT CORP MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500 $3.88M 0.01% 0 VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 58,766 shares; 2025Q1: 52,861 shares; 2025Q2: 50,273 shares; 2025Q3: 49,902 shares 49,902 $3.87M 0.01% -371 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,636 shares; 2025Q1: 101,296 shares; 2025Q2: 109,025 shares; 2025Q3: 108,023 shares 108,023 $3.83M 0.01% -1,002 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,388 shares; 2024Q4: 43,879 shares; 2025Q1: 83,816 shares; 2025Q2: 69,928 shares; 2025Q3: 253,554 shares 253,554 $3.82M 0.01% +183,626 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,170 shares; 2024Q4: 239,588 shares; 2025Q1: 250,889 shares; 2025Q2: 217,948 shares; 2025Q3: 144,696 shares 144,696 $3.82M 0.01% -73,252 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,797 shares; 2024Q4: 31,132 shares; 2025Q1: 1,745 shares; 2025Q2: 11,560 shares; 2025Q3: 12,292 shares 12,292 $3.82M 0.01% +732 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,409 shares; 2025Q2: 86,570 shares; 2025Q3: 89,414 shares 89,414 $3.81M 0.01% +2,844 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 8,324 shares; 2025Q1: 8,175 shares; 2025Q2: 9,252 shares; 2025Q3: 8,330 shares 8,330 $3.8M 0.01% -922 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,540 shares; 2024Q4: 25,259 shares; 2025Q1: 29,052 shares; 2025Q2: 33,066 shares; 2025Q3: 34,299 shares 34,299 $3.77M 0.01% +1,233 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,485 shares 69,485 $3.77M 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 18,148 shares; 2025Q1: 18,840 shares; 2025Q2: 18,778 shares; 2025Q3: 19,020 shares 19,020 $3.76M 0.01% +242 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,609 shares; 2024Q4: 137,496 shares; 2025Q1: 140,174 shares; 2025Q2: 137,286 shares; 2025Q3: 153,492 shares 153,492 $3.75M 0.01% +16,206 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371,249 shares; 2025Q1: 99,665 shares; 2025Q2: 100,253 shares; 2025Q3: 102,349 shares 102,349 $3.74M 0.01% +2,096 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,398 shares; 2024Q4: 33,073 shares; 2025Q1: 33,243 shares; 2025Q2: 33,506 shares; 2025Q3: 44,823 shares 44,823 $3.73M 0.01% +11,317 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,321 shares; 2025Q1: 80,865 shares; 2025Q2: 81,764 shares; 2025Q3: 78,183 shares 78,183 $3.72M 0.01% -3,581 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,843 shares; 2024Q4: 6,322 shares; 2025Q1: 6,617 shares; 2025Q2: 6,603 shares; 2025Q3: 9,482 shares 9,482 $3.72M 0.01% +2,879 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,240 shares; 2024Q4: 31,607 shares; 2025Q1: 31,930 shares; 2025Q2: 32,318 shares; 2025Q3: 41,793 shares 41,793 $3.72M 0.01% +9,475 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,299 shares; 2024Q4: 40,735 shares; 2025Q1: 41,165 shares; 2025Q2: 41,881 shares; 2025Q3: 43,917 shares 43,917 $3.72M 0.01% +2,036 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,977 shares; 2024Q4: 11,937 shares; 2025Q1: 13,284 shares; 2025Q2: 13,797 shares; 2025Q3: 15,525 shares 15,525 $3.72M 0.01% +1,728 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 942,523 shares; 2025Q1: 917,613 shares; 2025Q2: 928,542 shares; 2025Q3: 134,168 shares 134,168 $3.72M 0.01% -794,374 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,008 shares; 2024Q4: 31,549 shares; 2025Q1: 34,201 shares; 2025Q2: 35,521 shares; 2025Q3: 34,972 shares 34,972 $3.66M 0.01% -549 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 19,816 shares; 2025Q1: 21,934 shares; 2025Q2: 22,311 shares; 2025Q3: 32,194 shares 32,194 $3.65M 0.01% +9,883 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,792 shares; 2024Q4: 99,701 shares; 2025Q1: 98,243 shares; 2025Q2: 100,148 shares; 2025Q3: 98,781 shares 98,781 $3.64M 0.01% -1,367 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,252 shares; 2024Q4: 38,969 shares; 2025Q1: 38,961 shares; 2025Q2: 39,000 shares; 2025Q3: 38,559 shares 38,559 $3.62M 0.01% -441 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,628 shares; 2024Q4: 36,232 shares; 2025Q1: 36,135 shares; 2025Q2: 36,134 shares; 2025Q3: 36,134 shares 36,134 $3.62M 0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 16,752 shares; 2025Q1: 19,921 shares; 2025Q2: 86,599 shares; 2025Q3: 103,851 shares 103,851 $3.62M 0.01% +17,252 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,898 shares 53,898 $3.61M 0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,927 shares; 2024Q4: 179,714 shares; 2025Q1: 176,602 shares; 2025Q2: 65,407 shares; 2025Q3: 62,529 shares 62,529 $3.6M 0.01% -2,878 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,788 shares; 2024Q4: 98,609 shares; 2025Q1: 95,010 shares; 2025Q2: 89,773 shares; 2025Q3: 98,690 shares 98,690 $3.58M 0.01% +8,917 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,078 shares 75,078 $3.58M 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,259 shares; 2025Q1: 10,224 shares; 2025Q2: 15,073 shares; 2025Q3: 15,410 shares 15,410 $3.54M 0.01% +337 Timeline STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 4,500 shares; 2025Q3: 5,300 shares 5,300 $3.53M 0.01% +800 WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 7,822 shares; 2025Q1: 8,524 shares; 2025Q2: 8,774 shares; 2025Q3: 8,643 shares 8,643 $3.49M 0.01% -131 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,186 shares; 2025Q3: 136,726 shares 136,726 $3.49M 0.01% +90,540 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700,000 shares; 2025Q2: 1,150,000 shares; 2025Q3: 1,325,198 shares 1,325,198 $3.49M 0.01% +175,198 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,013 shares; 2024Q4: 72,208 shares; 2025Q1: 72,654 shares; 2025Q2: 69,266 shares; 2025Q3: 73,708 shares 73,708 $3.48M 0.01% +4,442 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,156 shares; 2024Q4: 73,421 shares; 2025Q1: 76,995 shares; 2025Q2: 75,805 shares; 2025Q3: 75,209 shares 75,209 $3.48M 0.01% -596 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,901 shares; 2025Q1: 15,959 shares; 2025Q2: 41,037 shares; 2025Q3: 217,710 shares 217,710 $3.47M 0.01% +176,673 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,119 shares; 2024Q4: 64,634 shares; 2025Q1: 60,237 shares; 2025Q2: 63,704 shares; 2025Q3: 66,349 shares 66,349 $3.45M 0.01% +2,645 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,207 shares 68,207 $3.43M 0.01% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,200 shares 19,200 $3.42M 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,410 shares; 2025Q1: 12,349 shares; 2025Q2: 26,782 shares; 2025Q3: 35,371 shares 35,371 $3.41M 0.01% +8,589 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,995 shares; 2024Q4: 28,357 shares; 2025Q1: 73,102 shares; 2025Q2: 93,817 shares; 2025Q3: 91,657 shares 91,657 $3.41M 0.01% -2,160 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,873 shares 5,873 $3.38M 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,646 shares; 2024Q4: 20,555 shares; 2025Q1: 18,129 shares; 2025Q2: 23,277 shares; 2025Q3: 22,133 shares 22,133 $3.37M 0.01% -1,144 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,850 shares 112,850 $3.34M 0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 73,623 shares; 2025Q1: 73,272 shares; 2025Q2: 86,439 shares; 2025Q3: 92,024 shares 92,024 $3.33M 0.01% +5,585 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 3,698 shares; 2025Q1: not reported; 2025Q2: 4,208 shares; 2025Q3: 7,717 shares 7,717 $3.3M 0.01% +3,509 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,791 shares; 2024Q4: 32,656 shares; 2025Q1: 32,687 shares; 2025Q2: 34,542 shares; 2025Q3: 35,115 shares 35,115 $3.3M 0.01% +573 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,474 shares; 2024Q4: 37,634 shares; 2025Q1: 45,862 shares; 2025Q2: 54,736 shares; 2025Q3: 55,674 shares 55,674 $3.3M 0.01% +938 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,207 shares; 2024Q4: 31,264 shares; 2025Q1: 31,249 shares; 2025Q2: 31,700 shares; 2025Q3: 32,176 shares 32,176 $3.29M 0.01% +476 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 8,422 shares; 2025Q1: 8,751 shares; 2025Q2: 8,676 shares; 2025Q3: 13,137 shares 13,137 $3.25M 0.01% +4,461 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,420 shares; 2024Q4: 72,320 shares; 2025Q1: 71,320 shares; 2025Q2: 69,660 shares; 2025Q3: 75,643 shares 75,643 $3.25M 0.01% +5,983 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 14,369 shares; 2025Q1: 14,372 shares; 2025Q2: 16,735 shares; 2025Q3: 24,331 shares 24,331 $3.23M 0.01% +7,596 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,062 shares; 2024Q4: 251,885 shares; 2025Q1: 254,965 shares; 2025Q2: 260,396 shares; 2025Q3: 252,668 shares 252,668 $3.23M 0.01% -7,728 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,499 shares; 2024Q4: 23,089 shares; 2025Q1: 42,270 shares; 2025Q2: 36,561 shares; 2025Q3: 90,261 shares 90,261 $3.23M 0.01% +53,700 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,795 shares; 2024Q4: 61,252 shares; 2025Q1: 59,450 shares; 2025Q2: 124,296 shares; 2025Q3: 126,389 shares 126,389 $3.22M 0.01% +2,093 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,930 shares; 2025Q1: 41,870 shares; 2025Q2: 35,460 shares; 2025Q3: 34,044 shares 34,044 $3.22M 0.01% -1,416 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,559 shares; 2024Q4: 11,552 shares; 2025Q1: 2,527 shares; 2025Q2: 4,085 shares; 2025Q3: 9,276 shares 9,276 $3.18M 0.01% +5,191 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,316 shares; 2024Q4: 54,899 shares; 2025Q1: 59,694 shares; 2025Q2: 70,240 shares; 2025Q3: 67,108 shares 67,108 $3.17M 0.01% -3,132 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,837 shares; 2024Q4: 24,560 shares; 2025Q1: 24,970 shares; 2025Q2: 25,459 shares; 2025Q3: 39,506 shares 39,506 $3.16M 0.01% +14,047 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,800 shares; 2024Q4: 43,557 shares; 2025Q1: 38,401 shares; 2025Q2: 40,863 shares; 2025Q3: 41,383 shares 41,383 $3.16M 0.01% +520 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,416 shares; 2024Q4: 17,916 shares; 2025Q1: 17,109 shares; 2025Q2: 17,388 shares; 2025Q3: 16,649 shares 16,649 $3.13M 0.01% -739 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,739 shares; 2024Q4: 28,314 shares; 2025Q1: 26,774 shares; 2025Q2: 26,681 shares; 2025Q3: 29,164 shares 29,164 $3.13M 0.01% +2,483 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,621 shares; 2024Q4: 136,309 shares; 2025Q1: 23,322 shares; 2025Q2: 25,473 shares; 2025Q3: 190,247 shares 190,247 $3.12M 0.01% +164,774 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378,707 shares; 2024Q4: 1,398,106 shares; 2025Q1: 1,274,122 shares; 2025Q2: 283,413 shares; 2025Q3: 133,486 shares 133,486 $3.12M 0.01% -149,927 COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 8,101 shares; 2025Q1: 12,621 shares; 2025Q2: not reported; 2025Q3: 24,626 shares 24,626 $3.12M 0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,481 shares; 2024Q4: 101,376 shares; 2025Q1: 103,044 shares; 2025Q2: 144,821 shares; 2025Q3: 82,156 shares 82,156 $3.1M 0.01% -62,665 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,363 shares; 2024Q4: 14,403 shares; 2025Q1: 36,430 shares; 2025Q2: not reported; 2025Q3: 4,206 shares 4,206 $3.09M <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,404 shares; 2024Q4: 44,140 shares; 2025Q1: 41,282 shares; 2025Q2: 41,589 shares; 2025Q3: 8,677,739 shares 8,677,739 $3.05M +8,636,150 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,547 shares; 2024Q4: 38,119 shares; 2025Q1: 32,958 shares; 2025Q2: 30,694 shares; 2025Q3: 30,279 shares 30,279 $3.04M <0.01% -415 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,527 shares; 2024Q4: 93,922 shares; 2025Q1: 85,417 shares; 2025Q2: 80,617 shares; 2025Q3: 78,126 shares 78,126 $3.04M <0.01% -2,491 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 19,983 shares; 2025Q1: 19,775 shares; 2025Q2: 22,763 shares; 2025Q3: 28,987 shares 28,987 $3.03M <0.01% +6,224 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,111 shares; 2025Q1: 55,778 shares; 2025Q2: 58,969 shares; 2025Q3: 87,281 shares 87,281 $3.03M <0.01% +28,312 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 4,042 shares; 2025Q1: 4,236 shares; 2025Q2: 4,550 shares; 2025Q3: 4,790 shares 4,790 $3.02M <0.01% +240 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 13,652 shares; 2025Q1: 15,321 shares; 2025Q2: 15,101 shares; 2025Q3: 14,969 shares 14,969 $3M <0.01% -132 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 4,427 shares; 2025Q1: 4,218 shares; 2025Q2: 3,150 shares; 2025Q3: 6,617 shares 6,617 $2.99M <0.01% +3,467 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,971 shares; 2025Q1: 21,739 shares; 2025Q2: 22,922 shares; 2025Q3: 24,403 shares 24,403 $2.99M <0.01% +1,481 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 41,501 shares; 2025Q1: 46,782 shares; 2025Q2: 47,143 shares; 2025Q3: 48,485 shares 48,485 $2.98M <0.01% +1,342 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,257 shares; 2025Q1: 26,144 shares; 2025Q2: 24,803 shares; 2025Q3: 26,143 shares 26,143 $2.97M <0.01% +1,340 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,752 shares; 2025Q1: 33,375 shares; 2025Q2: 46,024 shares; 2025Q3: 82,895 shares 82,895 $2.94M <0.01% +36,871 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,202 shares; 2024Q4: 22,607 shares; 2025Q1: 21,142 shares; 2025Q2: 21,595 shares; 2025Q3: 21,604 shares 21,604 $2.93M <0.01% +9 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 11,069 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 11,080 shares 11,080 $2.92M <0.01% +10 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,722 shares; 2024Q4: 31,738 shares; 2025Q1: 33,153 shares; 2025Q2: 38,196 shares; 2025Q3: 43,370 shares 43,370 $2.91M <0.01% +5,174 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 9,615 shares; 2025Q1: 10,002 shares; 2025Q2: 13,219 shares; 2025Q3: 16,914 shares 16,914 $2.89M <0.01% +3,695 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,053 shares; 2024Q4: 30,884 shares; 2025Q1: 29,264 shares; 2025Q2: 32,503 shares; 2025Q3: 30,596 shares 30,596 $2.87M <0.01% -1,907 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 8,743 shares; 2025Q1: not reported; 2025Q2: 17,321 shares; 2025Q3: 23,863 shares 23,863 $2.87M <0.01% +6,542 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,461 shares; 2025Q1: 1,696 shares; 2025Q2: 2,117 shares; 2025Q3: 15,534 shares 15,534 $2.85M <0.01% +13,417 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,611 shares; 2024Q4: 78,146 shares; 2025Q1: 75,221 shares; 2025Q2: 120,063 shares; 2025Q3: 123,000 shares 123,000 $2.84M <0.01% +2,937 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,041 shares; 2024Q4: 66,486 shares; 2025Q1: 67,501 shares; 2025Q2: 60,894 shares; 2025Q3: 62,075 shares 62,075 $2.84M <0.01% +1,181 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,045 shares; 2025Q1: 26,401 shares; 2025Q2: 30,104 shares; 2025Q3: 57,615 shares 57,615 $2.84M <0.01% +27,511 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 2,052 shares; 2025Q1: 3,749 shares; 2025Q2: 3,690 shares; 2025Q3: 14,842 shares 14,842 $2.84M <0.01% +11,152 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,011 shares; 2024Q4: 46,807 shares; 2025Q1: 41,991 shares; 2025Q2: 40,983 shares; 2025Q3: 41,667 shares 41,667 $2.8M <0.01% +684 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,543 shares; 2025Q3: 38,954 shares 38,954 $2.8M <0.01% +14,411 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 11,611 shares; 2025Q1: 11,416 shares; 2025Q2: 10,712 shares; 2025Q3: 10,207 shares 10,207 $2.79M <0.01% -505 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,579 shares; 2025Q1: 7,405 shares; 2025Q2: 7,929 shares; 2025Q3: 9,935 shares 9,935 $2.79M <0.01% +2,006 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 21,267 shares; 2025Q1: 18,582 shares; 2025Q2: 20,862 shares; 2025Q3: 20,615 shares 20,615 $2.77M <0.01% -247 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,166 shares 29,166 $2.77M <0.01% new Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,193 shares 24,193 $2.76M <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 27,505 shares; 2025Q1: 24,005 shares; 2025Q2: 24,220 shares; 2025Q3: 23,372 shares 23,372 $2.76M <0.01% -848 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,691 shares; 2024Q4: 436,598 shares; 2025Q1: 436,136 shares; 2025Q2: 16,213 shares; 2025Q3: 4,545 shares 4,545 $2.73M <0.01% -11,668 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,184 shares; 2025Q3: 61,141 shares 61,141 $2.7M <0.01% +53,957 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,619 shares; 2024Q4: 43,062 shares; 2025Q1: 71,169 shares; 2025Q2: 173,332 shares; 2025Q3: 249,785 shares 249,785 $2.69M <0.01% +76,453 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,516 shares; 2024Q4: 93,700 shares; 2025Q1: 101,718 shares; 2025Q2: 101,965 shares; 2025Q3: 139,296 shares 139,296 $2.69M <0.01% +37,331 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,959 shares; 2024Q4: 23,471 shares; 2025Q1: 25,820 shares; 2025Q2: 19,117 shares; 2025Q3: 17,134 shares 17,134 $2.68M <0.01% -1,983 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 19,812 shares; 2025Q1: 20,063 shares; 2025Q2: 20,871 shares; 2025Q3: 31,647 shares 31,647 $2.68M <0.01% +10,776 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 8,468 shares; 2025Q1: 8,219 shares; 2025Q2: 34,391 shares; 2025Q3: 35,083 shares 35,083 $2.67M <0.01% +692 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,890 shares; 2024Q4: 31,759 shares; 2025Q1: 31,525 shares; 2025Q2: 31,922 shares; 2025Q3: 31,362 shares 31,362 $2.66M <0.01% -560 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,991 shares; 2025Q1: 6,201 shares; 2025Q2: 13,693 shares; 2025Q3: 14,678 shares 14,678 $2.66M <0.01% +985 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 8,457 shares; 2025Q1: 4,233 shares; 2025Q2: 11,458 shares; 2025Q3: 35,043 shares 35,043 $2.65M <0.01% +23,585 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,255 shares; 2024Q4: 34,825 shares; 2025Q1: 37,047 shares; 2025Q2: 37,786 shares; 2025Q3: 29,385 shares 29,385 $2.64M <0.01% -8,401 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 12,073 shares; 2025Q1: 21,024 shares; 2025Q2: 18,472 shares; 2025Q3: 31,109 shares 31,109 $2.64M <0.01% +12,637 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,717 shares; 2025Q1: 17,888 shares; 2025Q2: 41,479 shares; 2025Q3: 39,193 shares 39,193 $2.64M <0.01% -2,286 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,317 shares; 2024Q4: 41,194 shares; 2025Q1: 39,612 shares; 2025Q2: 38,322 shares; 2025Q3: 36,562 shares 36,562 $2.64M <0.01% -1,760 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 37,339 shares; 2025Q1: 36,893 shares; 2025Q2: 36,687 shares; 2025Q3: 39,851 shares 39,851 $2.61M <0.01% +3,164 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 20,338 shares; 2025Q1: 20,293 shares; 2025Q2: 20,194 shares; 2025Q3: 29,711 shares 29,711 $2.6M <0.01% +9,517 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 8,746 shares; 2025Q1: 8,697 shares; 2025Q2: 9,031 shares; 2025Q3: 9,463 shares 9,463 $2.59M <0.01% +432 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,601 shares; 2024Q4: 68,153 shares; 2025Q1: 68,729 shares; 2025Q2: 68,153 shares; 2025Q3: 69,403 shares 69,403 $2.59M <0.01% +1,250 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 14,772 shares; 2025Q1: 12,592 shares; 2025Q2: 12,862 shares; 2025Q3: 15,912 shares 15,912 $2.59M <0.01% +3,050 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,845 shares; 2024Q4: 21,964 shares; 2025Q1: 23,114 shares; 2025Q2: 35,388 shares; 2025Q3: 35,570 shares 35,570 $2.56M <0.01% +182 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,341 shares; 2024Q4: 14,086 shares; 2025Q1: 14,090 shares; 2025Q2: 63,700 shares; 2025Q3: 61,067 shares 61,067 $2.55M <0.01% -2,633 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 51,081 shares; 2025Q1: 55,485 shares; 2025Q2: 55,497 shares; 2025Q3: 75,730 shares 75,730 $2.55M <0.01% +20,233 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,364 shares; 2024Q4: 15,157 shares; 2025Q1: 18,852 shares; 2025Q2: 21,190 shares; 2025Q3: 20,757 shares 20,757 $2.54M <0.01% -433 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,558 shares; 2024Q4: 8,767 shares; 2025Q1: 8,610 shares; 2025Q2: 13,259 shares; 2025Q3: 30,112 shares 30,112 $2.54M <0.01% +16,853 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,842 shares; 2025Q1: 26,832 shares; 2025Q2: 30,178 shares; 2025Q3: 30,204 shares 30,204 $2.54M <0.01% +26 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,499 shares; 2024Q4: 83,569 shares; 2025Q1: 35,225 shares; 2025Q2: 83,076 shares; 2025Q3: 66,878 shares 66,878 $2.5M <0.01% -16,198 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,755 shares; 2025Q1: 37,974 shares; 2025Q2: 39,863 shares; 2025Q3: 37,715 shares 37,715 $2.5M <0.01% -2,148 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 7,215 shares; 2025Q1: 7,532 shares; 2025Q2: 7,919 shares; 2025Q3: 8,340 shares 8,340 $2.5M <0.01% +421 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 7,696 shares; 2025Q1: 7,867 shares; 2025Q2: 9,066 shares; 2025Q3: 11,396 shares 11,396 $2.48M <0.01% +2,330 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,641 shares; 2024Q4: 7,783 shares; 2025Q1: 6,450 shares; 2025Q2: 17,579 shares; 2025Q3: 26,115 shares 26,115 $2.48M <0.01% +8,536 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 4,626 shares; 2025Q1: 6,811 shares; 2025Q2: 5,701 shares; 2025Q3: 10,251 shares 10,251 $2.46M <0.01% +4,550 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 45,421 shares; 2025Q1: 46,684 shares; 2025Q2: 43,537 shares; 2025Q3: 43,093 shares 43,093 $2.45M <0.01% -444 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,296 shares; 2025Q2: 70,479 shares; 2025Q3: 64,207 shares 64,207 $2.45M <0.01% -6,272 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 2,332 shares; 2025Q1: 1,454 shares; 2025Q2: 1,096 shares; 2025Q3: 4,752 shares 4,752 $2.44M <0.01% +3,656 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,057 shares; 2024Q4: 47,090 shares; 2025Q1: 25,571 shares; 2025Q2: 26,150 shares; 2025Q3: 25,662 shares 25,662 $2.44M <0.01% -488 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,108 shares; 2025Q1: 4,122 shares; 2025Q2: 5,901 shares; 2025Q3: 13,729 shares 13,729 $2.43M <0.01% +7,828 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 424 shares; 2025Q1: 602 shares; 2025Q2: 654 shares; 2025Q3: 1,032 shares 1,032 $2.41M <0.01% +378 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 2,902 shares; 2025Q1: 2,483 shares; 2025Q2: 6,403 shares; 2025Q3: 17,968 shares 17,968 $2.41M <0.01% +11,565 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,375 shares; 2024Q4: 75,881 shares; 2025Q1: 80,922 shares; 2025Q2: 89,748 shares; 2025Q3: 101,349 shares 101,349 $2.39M <0.01% +11,601 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,668 shares 7,668 $2.39M <0.01% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,331 shares; 2024Q4: 76,336 shares; 2025Q1: 81,380 shares; 2025Q2: 89,127 shares; 2025Q3: 100,737 shares 100,737 $2.38M <0.01% +11,610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 5,002 shares; 2025Q1: 4,628 shares; 2025Q2: 6,435 shares; 2025Q3: 11,664 shares 11,664 $2.37M <0.01% +5,229 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,261 shares; 2024Q4: not reported; 2025Q1: 41,258 shares; 2025Q2: 37,793 shares; 2025Q3: 54,095 shares 54,095 $2.36M <0.01% +16,302 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,809 shares; 2024Q4: 76,149 shares; 2025Q1: 80,407 shares; 2025Q2: 88,665 shares; 2025Q3: 100,548 shares 100,548 $2.35M <0.01% +11,883 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,770 shares; 2024Q4: 90,768 shares; 2025Q1: 90,991 shares; 2025Q2: 90,990 shares; 2025Q3: 90,990 shares 90,990 $2.34M <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,231 shares; 2024Q4: 126,749 shares; 2025Q1: 19,515 shares; 2025Q2: 18,829 shares; 2025Q3: 17,256 shares 17,256 $2.32M <0.01% -1,573 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,613 shares; 2024Q4: 10,243 shares; 2025Q1: 6,909 shares; 2025Q2: 10,660 shares; 2025Q3: 12,299 shares 12,299 $2.31M <0.01% +1,639 Timeline ALPHABET INC ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,600 shares; 2025Q2: 4,600 shares; 2025Q3: 9,400 shares 9,400 $2.29M <0.01% +4,800 FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 18,959 shares; 2025Q1: 24,120 shares; 2025Q2: 25,680 shares; 2025Q3: 58,021 shares 58,021 $2.29M <0.01% +32,341 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,323 shares; 2025Q3: 7,409 shares 7,409 $2.29M <0.01% +1,086 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,436 shares 17,436 $2.28M <0.01% new Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144,743 shares; 2024Q4: 2,168,353 shares; 2025Q1: 2,583,457 shares; 2025Q2: 2,542,524 shares; 2025Q3: 2,581,587 shares 2,581,587 $2.28M <0.01% +39,063 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 7,903 shares 7,903 $2.28M <0.01% +2,095 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,417 shares; 2024Q4: 11,512 shares; 2025Q1: 15,062 shares; 2025Q2: 13,862 shares; 2025Q3: 23,537 shares 23,537 $2.27M <0.01% +9,675 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,870 shares; 2025Q1: 27,168 shares; 2025Q2: 27,432 shares; 2025Q3: 27,648 shares 27,648 $2.26M <0.01% +216 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,165 shares; 2024Q4: 85,955 shares; 2025Q1: 68,644 shares; 2025Q2: 69,914 shares; 2025Q3: 54,962 shares 54,962 $2.26M <0.01% -14,952 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,388 shares; 2025Q1: 1,347 shares; 2025Q2: 1,596 shares; 2025Q3: 1,353 shares 1,353 $2.26M <0.01% -243 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518,970 shares 518,970 $2.26M <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,823 shares; 2024Q4: 58,800 shares; 2025Q1: 251,059 shares; 2025Q2: 255,937 shares; 2025Q3: 83,296 shares 83,296 $2.24M <0.01% -172,641 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 10,424 shares; 2025Q1: 11,685 shares; 2025Q2: 11,998 shares; 2025Q3: 11,814 shares 11,814 $2.24M <0.01% -184 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,414 shares; 2025Q1: 19,254 shares; 2025Q2: 19,880 shares; 2025Q3: 19,789 shares 19,789 $2.22M <0.01% -91 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,851 shares; 2025Q2: 25,483 shares; 2025Q3: 20,515 shares 20,515 $2.22M <0.01% -4,968 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,900 shares; 2025Q1: 54,363 shares; 2025Q2: 64,490 shares; 2025Q3: 250,328 shares 250,328 $2.21M <0.01% +185,838 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,167 shares; 2025Q1: 47,863 shares; 2025Q2: 49,024 shares; 2025Q3: 50,496 shares 50,496 $2.21M <0.01% +1,472 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,914 shares; 2024Q4: 29,809 shares; 2025Q1: 26,931 shares; 2025Q2: 15,681 shares; 2025Q3: 75,192 shares 75,192 $2.2M <0.01% +59,511 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,404 shares; 2024Q4: 29,959 shares; 2025Q1: 28,126 shares; 2025Q2: 35,585 shares; 2025Q3: 32,602 shares 32,602 $2.2M <0.01% -2,983 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,999 shares; 2025Q1: 7,434 shares; 2025Q2: 8,281 shares; 2025Q3: 8,774 shares 8,774 $2.19M <0.01% +493 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 2,325 shares; 2025Q1: 2,573 shares; 2025Q2: 2,508 shares; 2025Q3: 3,082 shares 3,082 $2.17M <0.01% +574 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,988 shares; 2025Q1: 17,595 shares; 2025Q2: 16,174 shares; 2025Q3: 21,649 shares 21,649 $2.15M <0.01% +5,475 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,898 shares; 2025Q1: 7,637 shares; 2025Q2: 165,319 shares; 2025Q3: 44,860 shares 44,860 $2.15M <0.01% -120,459 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,147 shares; 2024Q4: 33,925 shares; 2025Q1: 40,038 shares; 2025Q2: 38,781 shares; 2025Q3: 31,743 shares 31,743 $2.14M <0.01% -7,038 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 8,225 shares; 2025Q1: 7,644 shares; 2025Q2: 8,013 shares; 2025Q3: 9,947 shares 9,947 $2.13M <0.01% +1,934 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,897 shares; 2024Q4: 29,114 shares; 2025Q1: 29,358 shares; 2025Q2: 29,358 shares; 2025Q3: 34,063 shares 34,063 $2.12M <0.01% +4,705 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,873 shares 19,873 $2.11M <0.01% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,449 shares; 2024Q4: 76,395 shares; 2025Q1: 81,858 shares; 2025Q2: 85,616 shares; 2025Q3: 85,616 shares 85,616 $2.1M <0.01% 0 VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 10,317 shares; 2025Q1: 9,995 shares; 2025Q2: 10,172 shares; 2025Q3: 11,020 shares 11,020 $2.09M <0.01% +848 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,071 shares; 2024Q4: 52,751 shares; 2025Q1: not reported; 2025Q2: 47,398 shares; 2025Q3: 85,753 shares 85,753 $2.08M <0.01% +38,355 Timeline