PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,752 shares; 2024Q4: 934,739 shares; 2025Q1: 913,951 shares; 2025Q2: 819,504 shares 819,504 $25.1M 0.03% -94,447 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,242 shares; 2024Q4: 48,586 shares; 2025Q1: 53,625 shares; 2025Q2: 56,347 shares 56,347 $25.1M 0.03% +2,722 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,702 shares; 2024Q4: 35,576 shares; 2025Q1: 38,189 shares; 2025Q2: 44,108 shares 44,108 $25M 0.03% +5,919 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,175 shares; 2024Q4: 177,088 shares; 2025Q1: 171,193 shares; 2025Q2: 165,249 shares 165,249 $25M 0.03% -5,944 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,773 shares; 2024Q4: 478,244 shares; 2025Q1: 333,366 shares; 2025Q2: 361,696 shares 361,696 $25M 0.03% +28,330 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,797 shares; 2024Q4: 196,580 shares; 2025Q1: 203,272 shares; 2025Q2: 242,307 shares 242,307 $24.9M 0.03% +39,035 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773,453 shares; 2024Q4: 2,773,655 shares; 2025Q1: 2,774,189 shares; 2025Q2: 2,979,764 shares 2,979,764 $24.7M 0.03% +205,575 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,650 shares; 2024Q4: 415,087 shares; 2025Q1: 440,182 shares; 2025Q2: 837,201 shares 837,201 $24.6M 0.03% +397,019 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883,454 shares; 2024Q4: 836,872 shares; 2025Q1: 899,783 shares; 2025Q2: 971,062 shares 971,062 $24.6M 0.03% +71,279 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,736 shares; 2024Q4: 508,293 shares; 2025Q1: 503,467 shares; 2025Q2: 255,952 shares 255,952 $24.6M 0.03% -247,515 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,504 shares; 2024Q4: 406,906 shares; 2025Q1: 410,696 shares; 2025Q2: 429,265 shares 429,265 $24.3M 0.03% +18,569 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,982 shares; 2024Q4: 235,330 shares; 2025Q1: 214,772 shares; 2025Q2: 216,112 shares 216,112 $24.2M 0.03% +1,340 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,678 shares; 2024Q4: 898,947 shares; 2025Q1: 650,851 shares; 2025Q2: 913,521 shares 913,521 $24.2M 0.03% +262,670 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349,573 shares 349,573 $24.1M 0.03% new Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,928 shares; 2024Q4: 969,627 shares; 2025Q1: 1,012,488 shares; 2025Q2: 950,210 shares 950,210 $24.1M 0.03% -62,278 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,593 shares; 2024Q4: 197,277 shares; 2025Q1: 237,016 shares; 2025Q2: 195,701 shares 195,701 $24M 0.03% -41,315 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,554 shares; 2024Q4: 169,309 shares; 2025Q1: 170,872 shares; 2025Q2: 164,850 shares 164,850 $24M 0.03% -6,022 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,286 shares; 2024Q4: 526,615 shares; 2025Q1: 507,092 shares; 2025Q2: 518,057 shares 518,057 $23.9M 0.03% +10,965 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,791 shares; 2024Q4: 196,351 shares; 2025Q1: 1,678 shares; 2025Q2: 194,089 shares 194,089 $23.8M 0.03% +192,411 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,928 shares; 2024Q4: 179,534 shares; 2025Q1: 211,218 shares; 2025Q2: 226,774 shares 226,774 $23.8M 0.03% +15,556 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,498 shares; 2024Q4: 76,695 shares; 2025Q1: 80,688 shares; 2025Q2: 77,310 shares 77,310 $23.5M 0.03% -3,378 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,216 shares; 2024Q4: 17,338 shares; 2025Q1: 14,152 shares; 2025Q2: 15,389 shares 15,389 $23.4M 0.03% +1,237 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,077 shares; 2024Q4: 235,386 shares; 2025Q1: 310,500 shares; 2025Q2: 287,453 shares 287,453 $23.4M 0.03% -23,047 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,519 shares; 2024Q4: 396,687 shares; 2025Q1: 432,614 shares; 2025Q2: 457,704 shares 457,704 $23.3M 0.03% +25,090 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,116,583 shares 1,116,583 $23.2M 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,797 shares; 2024Q4: 431,847 shares; 2025Q1: 366,120 shares; 2025Q2: 329,578 shares 329,578 $23.2M 0.03% -36,542 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,517 shares; 2024Q4: 318,926 shares; 2025Q1: 328,406 shares; 2025Q2: 325,096 shares 325,096 $23.2M 0.03% -3,310 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,941 shares; 2024Q4: 230,868 shares; 2025Q1: 255,690 shares; 2025Q2: 268,109 shares 268,109 $23.1M 0.03% +12,419 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,048 shares; 2024Q4: 225,119 shares; 2025Q1: 243,019 shares; 2025Q2: 249,712 shares 249,712 $23M 0.03% +6,693 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,863 shares; 2024Q4: 142,526 shares; 2025Q1: 144,883 shares; 2025Q2: 146,405 shares 146,405 $23M 0.03% +1,522 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,609 shares; 2024Q4: 375,006 shares; 2025Q1: 444,425 shares; 2025Q2: 452,038 shares 452,038 $23M 0.03% +7,613 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,025 shares; 2024Q4: 30,302 shares; 2025Q1: 31,273 shares; 2025Q2: 43,787 shares 43,787 $23M 0.03% +12,514 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,015 shares; 2024Q4: 316,729 shares; 2025Q1: 345,704 shares; 2025Q2: 413,672 shares 413,672 $22.9M 0.03% +67,968 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,243 shares; 2024Q4: 220,327 shares; 2025Q1: 228,675 shares; 2025Q2: 252,265 shares 252,265 $22.6M 0.03% +23,590 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,981 shares; 2024Q4: 237,920 shares; 2025Q1: 234,487 shares; 2025Q2: 228,427 shares 228,427 $22.6M 0.03% -6,060 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 45,149 shares; 2025Q1: 222,688 shares; 2025Q2: 196,531 shares 196,531 $22.5M 0.03% -26,157 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,001 shares; 2024Q4: 575,813 shares; 2025Q1: 860,412 shares; 2025Q2: 1,018,616 shares 1,018,616 $22.2M 0.03% +158,204 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,474 shares; 2024Q4: 44,906 shares; 2025Q1: 45,243 shares; 2025Q2: 41,020 shares 41,020 $21.9M 0.03% -4,223 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,663 shares; 2025Q1: 989,588 shares; 2025Q2: 996,776 shares 996,776 $21.8M 0.03% +7,188 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,393 shares; 2024Q4: 576,057 shares; 2025Q1: 575,797 shares; 2025Q2: 543,141 shares 543,141 $21.7M 0.03% -32,656 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,784 shares; 2024Q4: 403,426 shares; 2025Q1: 419,560 shares; 2025Q2: 406,391 shares 406,391 $21.7M 0.03% -13,169 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,158 shares; 2024Q4: 234,889 shares; 2025Q1: 242,170 shares; 2025Q2: 271,959 shares 271,959 $21.6M 0.03% +29,789 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,358 shares; 2024Q4: 467,260 shares; 2025Q1: 473,374 shares; 2025Q2: 460,964 shares 460,964 $21.5M 0.03% -12,410 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,981 shares; 2024Q4: 339,363 shares; 2025Q1: 364,932 shares; 2025Q2: 319,823 shares 319,823 $21.5M 0.03% -45,109 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,177 shares; 2024Q4: 97,065 shares; 2025Q1: 95,470 shares; 2025Q2: 78,673 shares 78,673 $21.5M 0.03% -16,797 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,636 shares; 2024Q4: 390,413 shares; 2025Q1: 777,552 shares; 2025Q2: 803,740 shares 803,740 $21.4M 0.03% +26,188 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,755 shares; 2024Q4: 162,915 shares; 2025Q1: 150,321 shares; 2025Q2: 143,786 shares 143,786 $21.4M 0.03% -6,535 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,255 shares; 2025Q1: 7,858 shares; 2025Q2: 8,175 shares 8,175 $21.4M 0.03% +317 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,913 shares; 2024Q4: 380,420 shares; 2025Q1: 359,562 shares; 2025Q2: 369,501 shares 369,501 $21.3M 0.03% +9,939 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,491 shares; 2024Q4: 85,669 shares; 2025Q1: 84,948 shares; 2025Q2: 78,800 shares 78,800 $21.2M 0.03% -6,148 Timeline IBIK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 767,581 shares; 2025Q2: 816,457 shares 816,457 $21.1M 0.03% +48,876 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,299 shares; 2024Q4: 117,536 shares; 2025Q1: 92,341 shares; 2025Q2: 132,450 shares 132,450 $20.9M 0.03% +40,109 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,771 shares 210,771 $20.8M 0.03% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,688 shares; 2024Q4: 228,141 shares; 2025Q1: 113,120 shares; 2025Q2: 127,545 shares 127,545 $20.7M 0.03% +14,425 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,034 shares; 2024Q4: 161,353 shares; 2025Q1: 177,467 shares; 2025Q2: 177,586 shares 177,586 $20.5M 0.03% +119 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,460 shares; 2024Q4: 135,546 shares; 2025Q1: 131,246 shares; 2025Q2: 129,491 shares 129,491 $20.4M 0.03% -1,755 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,091 shares; 2024Q4: 137,430 shares; 2025Q1: 232,188 shares; 2025Q2: 339,777 shares 339,777 $20.4M 0.03% +107,589 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,133 shares; 2024Q4: 217,461 shares; 2025Q1: 213,980 shares; 2025Q2: 217,118 shares 217,118 $20.4M 0.03% +3,138 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,744 shares; 2024Q4: 461,651 shares; 2025Q1: 498,209 shares; 2025Q2: 465,337 shares 465,337 $20.1M 0.03% -32,872 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,227 shares; 2024Q4: 104,337 shares; 2025Q1: 78,009 shares; 2025Q2: 103,096 shares 103,096 $20M 0.03% +25,087 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,170 shares; 2024Q4: 72,011 shares; 2025Q1: 70,921 shares; 2025Q2: 69,792 shares 69,792 $20M 0.02% -1,129 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,957 shares; 2025Q2: 224,567 shares 224,567 $20M 0.02% +188,610 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,461 shares; 2024Q4: 409,817 shares; 2025Q1: 428,629 shares; 2025Q2: 382,305 shares 382,305 $19.9M 0.02% -46,324 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,177 shares; 2024Q4: 486,005 shares; 2025Q1: 475,930 shares; 2025Q2: 500,177 shares 500,177 $19.8M 0.02% +24,247 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,246 shares; 2024Q4: 147,055 shares; 2025Q1: 141,140 shares; 2025Q2: 147,476 shares 147,476 $19.8M 0.02% +6,336 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,487 shares; 2024Q4: 463,360 shares; 2025Q1: 464,063 shares; 2025Q2: 470,029 shares 470,029 $19.5M 0.02% +5,966 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577,592 shares; 2024Q4: 574,662 shares; 2025Q1: 526,228 shares; 2025Q2: 565,412 shares 565,412 $19.5M 0.02% +39,184 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,978 shares; 2024Q4: 105,771 shares; 2025Q1: 108,423 shares; 2025Q2: 179,872 shares 179,872 $19.3M 0.02% +71,449 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,525 shares; 2024Q4: 437,212 shares; 2025Q1: 439,253 shares; 2025Q2: 435,821 shares 435,821 $19.3M 0.02% -3,432 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,675 shares; 2024Q4: 209,727 shares; 2025Q1: 276,059 shares; 2025Q2: 214,158 shares 214,158 $19.2M 0.02% -61,901 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,127 shares; 2024Q4: 57,587 shares; 2025Q1: 94,253 shares; 2025Q2: 170,465 shares 170,465 $19.2M 0.02% +76,212 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,851 shares; 2024Q4: 396,380 shares; 2025Q1: 406,398 shares; 2025Q2: 435,035 shares 435,035 $19M 0.02% +28,637 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 594,489 shares 594,489 $19M 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,816 shares; 2024Q4: 309,349 shares; 2025Q1: 310,077 shares; 2025Q2: 245,010 shares 245,010 $19M 0.02% -65,067 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781,420 shares; 2025Q2: 747,536 shares 747,536 $18.8M 0.02% -33,884 TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,338 shares; 2024Q4: 150,550 shares; 2025Q1: 215,105 shares; 2025Q2: 194,900 shares 194,900 $18.8M 0.02% -20,205 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,148 shares; 2024Q4: 65,551 shares; 2025Q1: 63,092 shares; 2025Q2: 60,731 shares 60,731 $18.8M 0.02% -2,361 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 21,993 shares; 2025Q1: 22,237 shares; 2025Q2: 23,544 shares 23,544 $18.7M 0.02% +1,307 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,851 shares; 2024Q4: 241,055 shares; 2025Q1: 240,887 shares; 2025Q2: 445,398 shares 445,398 $18.7M 0.02% +204,511 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,250 shares; 2024Q4: 291,887 shares; 2025Q1: 311,347 shares; 2025Q2: 258,979 shares 258,979 $18.6M 0.02% -52,368 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,026 shares; 2024Q4: 349,468 shares; 2025Q1: 303,010 shares; 2025Q2: 294,228 shares 294,228 $18.6M 0.02% -8,782 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,672 shares; 2024Q4: 56,852 shares; 2025Q1: 57,383 shares; 2025Q2: 57,939 shares 57,939 $18.5M 0.02% +556 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,372 shares; 2024Q4: 435,555 shares; 2025Q1: 428,252 shares; 2025Q2: 442,836 shares 442,836 $18.5M 0.02% +14,584 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,146 shares; 2024Q4: 153,071 shares; 2025Q1: 151,054 shares; 2025Q2: 91,791 shares 91,791 $18.5M 0.02% -59,263 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,992 shares; 2024Q4: 652,909 shares; 2025Q1: 740,147 shares; 2025Q2: 731,392 shares 731,392 $18.5M 0.02% -8,755 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,555 shares; 2024Q4: 227,222 shares; 2025Q1: 397,472 shares; 2025Q2: 166,495 shares 166,495 $18.4M 0.02% -230,977 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,703 shares; 2024Q4: 401,220 shares; 2025Q1: 382,263 shares; 2025Q2: 375,720 shares 375,720 $18.3M 0.02% -6,543 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,465 shares; 2024Q4: 285,117 shares; 2025Q1: 281,782 shares; 2025Q2: 300,093 shares 300,093 $18.3M 0.02% +18,311 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,794 shares; 2024Q4: 443,954 shares; 2025Q1: 394,513 shares; 2025Q2: 392,660 shares 392,660 $18.1M 0.02% -1,853 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938,764 shares; 2024Q4: 857,450 shares; 2025Q1: 864,096 shares; 2025Q2: 846,856 shares 846,856 $18.1M 0.02% -17,240 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,188 shares; 2024Q4: 963,306 shares; 2025Q1: 809,092 shares; 2025Q2: 827,919 shares 827,919 $18.1M 0.02% +18,827 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,780 shares; 2024Q4: 564,247 shares; 2025Q1: 657,462 shares; 2025Q2: 841,259 shares 841,259 $17.7M 0.02% +183,797 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,011 shares; 2024Q4: 780,499 shares; 2025Q1: 789,679 shares; 2025Q2: 784,566 shares 784,566 $17.6M 0.02% -5,113 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,644 shares; 2024Q4: 1,004,150 shares; 2025Q1: 1,022,058 shares; 2025Q2: 745,905 shares 745,905 $17.5M 0.02% -276,153 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,336 shares; 2024Q4: 41,336 shares; 2025Q1: 41,336 shares; 2025Q2: 41,336 shares 41,336 $17.5M 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,684 shares; 2024Q4: 200,289 shares; 2025Q1: 84,027 shares; 2025Q2: 79,608 shares 79,608 $17.4M 0.02% -4,419 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,310 shares; 2024Q4: 585,213 shares; 2025Q1: 569,574 shares; 2025Q2: 231,359 shares 231,359 $17.3M 0.02% -338,215 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,409 shares; 2024Q4: 220,410 shares; 2025Q1: 222,350 shares; 2025Q2: 241,064 shares 241,064 $17.3M 0.02% +18,714 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,765 shares; 2024Q4: 440,339 shares; 2025Q1: 439,151 shares; 2025Q2: 431,695 shares 431,695 $17.2M 0.02% -7,456 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,897 shares; 2024Q4: 290,224 shares; 2025Q1: 252,767 shares; 2025Q2: 248,815 shares 248,815 $17.2M 0.02% -3,952 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,472 shares; 2024Q4: 29,832 shares; 2025Q1: 29,629 shares; 2025Q2: 31,978 shares 31,978 $17.2M 0.02% +2,349 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,524 shares; 2024Q4: 76,931 shares; 2025Q1: 59,151 shares; 2025Q2: 358,194 shares 358,194 $17.1M 0.02% +299,043 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,964 shares; 2024Q4: 142,641 shares; 2025Q1: 158,157 shares; 2025Q2: 155,419 shares 155,419 $17M 0.02% -2,738 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,558 shares; 2024Q4: 73,772 shares; 2025Q1: 77,562 shares; 2025Q2: 98,674 shares 98,674 $17M 0.02% +21,112 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,080 shares; 2024Q4: 73,930 shares; 2025Q1: 70,837 shares; 2025Q2: 70,029 shares 70,029 $17M 0.02% -808 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 14,937 shares; 2025Q1: 14,395 shares; 2025Q2: 64,130 shares 64,130 $16.8M 0.02% +49,735 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,062 shares; 2024Q4: 82,235 shares; 2025Q1: 80,561 shares; 2025Q2: 85,296 shares 85,296 $16.7M 0.02% +4,735 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,509 shares; 2024Q4: 666,080 shares; 2025Q1: 672,998 shares; 2025Q2: 695,144 shares 695,144 $16.7M 0.02% +22,146 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,828 shares; 2024Q4: 307,193 shares; 2025Q1: 309,917 shares; 2025Q2: 295,071 shares 295,071 $16.7M 0.02% -14,846 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,572 shares; 2024Q4: 182,255 shares; 2025Q1: 491,162 shares; 2025Q2: 344,333 shares 344,333 $16.6M 0.02% -146,829 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668,732 shares; 2024Q4: 663,225 shares; 2025Q1: 700,645 shares; 2025Q2: 653,576 shares 653,576 $16.6M 0.02% -47,069 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,677 shares; 2024Q4: 732,127 shares; 2025Q1: 822,443 shares; 2025Q2: 834,208 shares 834,208 $16.6M 0.02% +11,765 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,646 shares; 2024Q4: 156,024 shares; 2025Q1: 172,692 shares; 2025Q2: 157,239 shares 157,239 $16.6M 0.02% -15,453 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,631 shares; 2024Q4: 142,903 shares; 2025Q1: 165,775 shares; 2025Q2: 169,639 shares 169,639 $16.6M 0.02% +3,864 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,683 shares; 2024Q4: 39,495 shares; 2025Q1: 34,524 shares; 2025Q2: 30,661 shares 30,661 $16.4M 0.02% -3,863 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,613 shares; 2024Q4: 88,983 shares; 2025Q1: 88,920 shares; 2025Q2: 89,353 shares 89,353 $16.4M 0.02% +433 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,773 shares; 2024Q4: 48,107 shares; 2025Q1: 202,151 shares; 2025Q2: 118,557 shares 118,557 $16.3M 0.02% -83,594 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,942 shares; 2024Q4: 680,693 shares; 2025Q1: 689,606 shares; 2025Q2: 793,604 shares 793,604 $16.2M 0.02% +103,998 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,910 shares; 2024Q4: 122,105 shares; 2025Q1: 121,091 shares; 2025Q2: 126,724 shares 126,724 $16.1M 0.02% +5,633 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,265 shares; 2024Q4: 85,367 shares; 2025Q1: 80,505 shares; 2025Q2: 72,047 shares 72,047 $16.1M 0.02% -8,458 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,519 shares; 2024Q4: 351,854 shares; 2025Q1: 364,407 shares; 2025Q2: 396,795 shares 396,795 $16M 0.02% +32,388 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,678 shares; 2024Q4: 233,288 shares; 2025Q1: 250,484 shares; 2025Q2: 267,748 shares 267,748 $16M 0.02% +17,264 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,571 shares; 2024Q4: 1,561,283 shares; 2025Q1: 1,434,868 shares; 2025Q2: 1,463,113 shares 1,463,113 $16M 0.02% +28,245 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,307 shares; 2025Q1: 261,035 shares; 2025Q2: 301,713 shares 301,713 $16M 0.02% +40,678 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,387 shares; 2024Q4: 435,231 shares; 2025Q1: 222,861 shares; 2025Q2: 199,407 shares 199,407 $16M 0.02% -23,454 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,687 shares; 2024Q4: 188,060 shares; 2025Q1: 175,273 shares; 2025Q2: 173,947 shares 173,947 $16M 0.02% -1,326 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,755 shares; 2024Q4: 232,562 shares; 2025Q1: 217,576 shares; 2025Q2: 233,812 shares 233,812 $15.9M 0.02% +16,236 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,442 shares; 2024Q4: 39,619 shares; 2025Q1: 38,298 shares; 2025Q2: 37,659 shares 37,659 $15.8M 0.02% -639 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,435 shares; 2024Q4: 89,028 shares; 2025Q1: 209,200 shares; 2025Q2: 237,598 shares 237,598 $15.7M 0.02% +28,398 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596,850 shares; 2024Q4: 1,189,004 shares; 2025Q1: 1,453,840 shares; 2025Q2: 1,488,670 shares 1,488,670 $15.7M 0.02% +34,830 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,678 shares; 2024Q4: 504,042 shares; 2025Q1: 509,592 shares; 2025Q2: 511,901 shares 511,901 $15.7M 0.02% +2,309 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,795 shares; 2024Q4: 166,827 shares; 2025Q1: 164,193 shares; 2025Q2: 185,881 shares 185,881 $15.6M 0.02% +21,688 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,133 shares; 2024Q4: 364,622 shares; 2025Q1: 358,037 shares; 2025Q2: 344,123 shares 344,123 $15.6M 0.02% -13,914 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,669 shares 157,669 $15.6M 0.02% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,067 shares; 2024Q4: 166,224 shares; 2025Q1: 157,884 shares; 2025Q2: 381,800 shares 381,800 $15.6M 0.02% +223,916 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,543 shares; 2024Q4: 195,828 shares; 2025Q1: 196,470 shares; 2025Q2: 195,342 shares 195,342 $15.5M 0.02% -1,128 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,792 shares; 2024Q4: 33,870 shares; 2025Q1: 39,862 shares; 2025Q2: 32,582 shares 32,582 $15.5M 0.02% -7,280 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,170 shares; 2024Q4: 55,890 shares; 2025Q1: 175,122 shares; 2025Q2: 243,334 shares 243,334 $15.5M 0.02% +68,212 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 501,528 shares; 2025Q2: 529,866 shares 529,866 $15.5M 0.02% +28,338 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,810 shares; 2024Q4: 31,465 shares; 2025Q1: 30,468 shares; 2025Q2: 78,227 shares 78,227 $15.4M 0.02% +47,759 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,372 shares; 2024Q4: 66,888 shares; 2025Q1: 65,955 shares; 2025Q2: 65,806 shares 65,806 $15.3M 0.02% -149 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,337 shares; 2024Q4: 77,563 shares; 2025Q1: 259,032 shares; 2025Q2: 283,186 shares 283,186 $15.2M 0.02% +24,154 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,928 shares; 2024Q4: 100,439 shares; 2025Q1: 101,622 shares; 2025Q2: 102,508 shares 102,508 $15.2M 0.02% +886 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,306 shares; 2024Q4: 258,328 shares; 2025Q1: 250,001 shares; 2025Q2: 295,223 shares 295,223 $15.2M 0.02% +45,222 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,581 shares; 2024Q4: 130,997 shares; 2025Q1: 129,321 shares; 2025Q2: 129,401 shares 129,401 $15.2M 0.02% +80 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,980 shares; 2024Q4: 415,630 shares; 2025Q1: 107,588 shares; 2025Q2: 106,863 shares 106,863 $15.2M 0.02% -725 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,287 shares; 2024Q4: 127,872 shares; 2025Q1: 129,788 shares; 2025Q2: 124,358 shares 124,358 $15.1M 0.02% -5,430 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,159 shares; 2024Q4: 113,747 shares; 2025Q1: 101,366 shares; 2025Q2: 90,797 shares 90,797 $15.1M 0.02% -10,569 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,149 shares; 2024Q4: 229,855 shares; 2025Q1: 214,575 shares; 2025Q2: 195,412 shares 195,412 $15M 0.02% -19,163 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,153 shares; 2024Q4: 14,877 shares; 2025Q1: 163,175 shares; 2025Q2: 162,486 shares 162,486 $15M 0.02% -689 RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336,053 shares; 2024Q4: 1,212,377 shares; 2025Q1: 1,245,645 shares; 2025Q2: 1,392,660 shares 1,392,660 $14.9M 0.02% +147,015 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 394,466 shares; 2025Q2: 516,462 shares 516,462 $14.8M 0.02% +121,996 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,330 shares; 2024Q4: 534,077 shares; 2025Q1: 614,554 shares; 2025Q2: 581,346 shares 581,346 $14.8M 0.02% -33,208 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,013 shares; 2024Q4: 41,357 shares; 2025Q1: 39,932 shares; 2025Q2: 38,010 shares 38,010 $14.8M 0.02% -1,922 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 75,118 shares; 2025Q1: 206,289 shares; 2025Q2: 316,180 shares 316,180 $14.8M 0.02% +109,891 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,718 shares; 2024Q4: 79,016 shares; 2025Q1: 77,715 shares; 2025Q2: 59,477 shares 59,477 $14.8M 0.02% -18,238 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,207 shares; 2024Q4: 476,826 shares; 2025Q1: 444,463 shares; 2025Q2: 372,174 shares 372,174 $14.7M 0.02% -72,289 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,846 shares; 2024Q4: 163,979 shares; 2025Q1: 218,945 shares; 2025Q2: 241,644 shares 241,644 $14.7M 0.02% +22,699 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,730 shares; 2024Q4: 392,234 shares; 2025Q1: 375,368 shares; 2025Q2: 555,060 shares 555,060 $14.5M 0.02% +179,692 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,943 shares; 2024Q4: 58,120 shares; 2025Q1: 64,580 shares; 2025Q2: 55,906 shares 55,906 $14.5M 0.02% -8,674 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 293,321 shares; 2025Q1: 292,481 shares; 2025Q2: 302,970 shares 302,970 $14.5M 0.02% +10,489 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,845 shares; 2024Q4: 129,247 shares; 2025Q1: 124,258 shares; 2025Q2: 125,891 shares 125,891 $14.5M 0.02% +1,633 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,011 shares; 2024Q4: 107,342 shares; 2025Q1: 118,668 shares; 2025Q2: 126,788 shares 126,788 $14.4M 0.02% +8,120 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,014 shares; 2024Q4: 617,478 shares; 2025Q1: 655,429 shares; 2025Q2: 660,206 shares 660,206 $14.3M 0.02% +4,777 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424,802 shares 424,802 $14.3M 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,220 shares; 2024Q4: 49,226 shares; 2025Q1: 47,378 shares; 2025Q2: 45,715 shares 45,715 $14.2M 0.02% -1,663 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,512 shares; 2024Q4: 104,243 shares; 2025Q1: 104,804 shares; 2025Q2: 86,864 shares 86,864 $14.2M 0.02% -17,940 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,887 shares; 2024Q4: 387,046 shares; 2025Q1: 397,090 shares; 2025Q2: 361,975 shares 361,975 $14.2M 0.02% -35,115 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,865 shares; 2024Q4: 275,164 shares; 2025Q1: 302,480 shares; 2025Q2: 279,087 shares 279,087 $14.1M 0.02% -23,393 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,695 shares; 2024Q4: 41,390 shares; 2025Q1: 483,556 shares; 2025Q2: 516,212 shares 516,212 $14.1M 0.02% +32,656 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,916 shares; 2024Q4: 51,673 shares; 2025Q1: 46,575 shares; 2025Q2: 45,609 shares 45,609 $14.1M 0.02% -966 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 231,140 shares; 2025Q1: 235,879 shares; 2025Q2: 265,298 shares 265,298 $14M 0.02% +29,419 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,293 shares; 2024Q4: 237,217 shares; 2025Q1: 193,544 shares; 2025Q2: 218,320 shares 218,320 $14M 0.02% +24,776 Timeline CTA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,038 shares; 2024Q4: 242,547 shares; 2025Q1: 706,315 shares; 2025Q2: 522,298 shares 522,298 $14M 0.02% -184,017 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,996 shares; 2024Q4: 141,412 shares; 2025Q1: 132,580 shares; 2025Q2: 138,770 shares 138,770 $13.9M 0.02% +6,190 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,574 shares; 2024Q4: 72,391 shares; 2025Q1: 43,243 shares; 2025Q2: 44,333 shares 44,333 $13.9M 0.02% +1,090 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,672 shares; 2024Q4: 159,583 shares; 2025Q1: 141,473 shares; 2025Q2: 197,003 shares 197,003 $13.8M 0.02% +55,530 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,588 shares; 2024Q4: 87,598 shares; 2025Q1: 91,984 shares; 2025Q2: 90,007 shares 90,007 $13.8M 0.02% -1,977 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,338 shares; 2024Q4: 38,596 shares; 2025Q1: 43,738 shares; 2025Q2: 38,723 shares 38,723 $13.8M 0.02% -5,015 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,433 shares; 2024Q4: 166,199 shares; 2025Q1: 180,632 shares; 2025Q2: 171,466 shares 171,466 $13.8M 0.02% -9,166 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,769 shares; 2024Q4: 141,484 shares; 2025Q1: 125,149 shares; 2025Q2: 136,889 shares 136,889 $13.8M 0.02% +11,740 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,070 shares; 2024Q4: 68,433 shares; 2025Q1: 81,720 shares; 2025Q2: 84,082 shares 84,082 $13.8M 0.02% +2,362 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,277 shares; 2024Q4: 197,582 shares; 2025Q1: 331,888 shares; 2025Q2: 277,854 shares 277,854 $13.8M 0.02% -54,034 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,659 shares; 2024Q4: 106,430 shares; 2025Q1: 169,781 shares; 2025Q2: 177,211 shares 177,211 $13.7M 0.02% +7,430 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,798 shares; 2024Q4: 309,524 shares; 2025Q1: 311,791 shares; 2025Q2: 391,098 shares 391,098 $13.7M 0.02% +79,307 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,051 shares; 2024Q4: 607,484 shares; 2025Q1: 535,638 shares; 2025Q2: 339,082 shares 339,082 $13.7M 0.02% -196,556 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,575 shares; 2024Q4: 78,183 shares; 2025Q1: 76,756 shares; 2025Q2: 78,576 shares 78,576 $13.7M 0.02% +1,820 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,861 shares; 2024Q4: 161,076 shares; 2025Q1: 157,284 shares; 2025Q2: 166,299 shares 166,299 $13.7M 0.02% +9,015 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,549 shares; 2024Q4: 17,383 shares; 2025Q1: 17,593 shares; 2025Q2: 17,750 shares 17,750 $13.6M 0.02% +157 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,666 shares; 2024Q4: 773,175 shares; 2025Q1: 854,969 shares; 2025Q2: 949,827 shares 949,827 $13.6M 0.02% +94,858 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 446,985 shares; 2025Q1: 534,565 shares; 2025Q2: 544,755 shares 544,755 $13.6M 0.02% +10,190 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,943 shares; 2024Q4: 40,299 shares; 2025Q1: 41,717 shares; 2025Q2: 44,409 shares 44,409 $13.5M 0.02% +2,692 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,953 shares; 2024Q4: 140,474 shares; 2025Q1: 129,969 shares; 2025Q2: 131,529 shares 131,529 $13.5M 0.02% +1,560 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,061 shares; 2024Q4: 468,082 shares; 2025Q1: 388,942 shares; 2025Q2: 415,845 shares 415,845 $13.5M 0.02% +26,903 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,656 shares; 2024Q4: 271,082 shares; 2025Q1: 260,404 shares; 2025Q2: 331,794 shares 331,794 $13.5M 0.02% +71,390 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,948 shares; 2024Q4: 182,629 shares; 2025Q1: 181,608 shares; 2025Q2: 183,507 shares 183,507 $13.5M 0.02% +1,899 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,951 shares; 2024Q4: 138,731 shares; 2025Q1: 68,712 shares; 2025Q2: 268,750 shares 268,750 $13.4M 0.02% +200,038 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,721 shares; 2024Q4: 553,049 shares; 2025Q1: 576,365 shares; 2025Q2: 571,395 shares 571,395 $13.4M 0.02% -4,970 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,630 shares; 2024Q4: 254,596 shares; 2025Q1: 272,988 shares; 2025Q2: 274,348 shares 274,348 $13.3M 0.02% +1,360 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,764 shares; 2025Q1: 3,615 shares; 2025Q2: 72,806 shares 72,806 $13.2M 0.02% +69,191 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,511 shares; 2024Q4: 389,967 shares; 2025Q1: 429,332 shares; 2025Q2: 414,176 shares 414,176 $13.2M 0.02% -15,156 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,443 shares; 2024Q4: 392,543 shares; 2025Q1: 391,996 shares; 2025Q2: 299,346 shares 299,346 $13.1M 0.02% -92,650 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,352 shares; 2024Q4: 421,922 shares; 2025Q1: 429,903 shares; 2025Q2: 383,723 shares 383,723 $13.1M 0.02% -46,180 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,136 shares; 2024Q4: 239,103 shares; 2025Q1: 225,610 shares; 2025Q2: 330,385 shares 330,385 $13.1M 0.02% +104,775 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,636 shares; 2024Q4: 59,082 shares; 2025Q1: 50,825 shares; 2025Q2: 235,820 shares 235,820 $13.1M 0.02% +184,995 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,773 shares; 2024Q4: 48,551 shares; 2025Q1: 49,537 shares; 2025Q2: 60,947 shares 60,947 $13.1M 0.02% +11,410 Timeline VERITEX HLDGS INC VERITEX HLDGS INC More: the full row for VERITEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,839 shares; 2024Q4: 510,120 shares; 2025Q1: 509,006 shares; 2025Q2: 497,450 shares 497,450 $13M 0.02% -11,556 XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,930 shares; 2024Q4: 82,633 shares; 2025Q1: 80,245 shares; 2025Q2: 100,189 shares 100,189 $13M 0.02% +19,944 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,542 shares; 2024Q4: 65,857 shares; 2025Q1: 110,794 shares; 2025Q2: 119,340 shares 119,340 $12.8M 0.02% +8,546 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,167 shares; 2024Q4: 243,745 shares; 2025Q1: 247,192 shares; 2025Q2: 260,179 shares 260,179 $12.8M 0.02% +12,987 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,368 shares; 2024Q4: 47,232 shares; 2025Q1: 50,264 shares; 2025Q2: 136,577 shares 136,577 $12.8M 0.02% +86,313 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,494 shares; 2024Q4: 135,244 shares; 2025Q1: 155,951 shares; 2025Q2: 195,999 shares 195,999 $12.7M 0.02% +40,048 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,001 shares; 2024Q4: 49,596 shares; 2025Q1: 39,197 shares; 2025Q2: 40,548 shares 40,548 $12.7M 0.02% +1,351 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 35,102 shares; 2025Q1: 34,837 shares; 2025Q2: 33,127 shares 33,127 $12.7M 0.02% -1,710 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,477 shares; 2024Q4: 223,948 shares; 2025Q1: 127,166 shares; 2025Q2: 131,354 shares 131,354 $12.6M 0.02% +4,188 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,668 shares; 2024Q4: 40,004 shares; 2025Q1: 36,155 shares; 2025Q2: 40,059 shares 40,059 $12.5M 0.02% +3,904 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,714 shares; 2024Q4: 165,368 shares; 2025Q1: 166,822 shares; 2025Q2: 168,207 shares 168,207 $12.5M 0.02% +1,385 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,648 shares; 2024Q4: 447,393 shares; 2025Q1: 363,680 shares; 2025Q2: 312,908 shares 312,908 $12.5M 0.02% -50,772 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,500 shares; 2024Q4: 781,752 shares; 2025Q1: 871,754 shares; 2025Q2: 871,759 shares 871,759 $12.4M 0.02% +5 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,937 shares; 2024Q4: 60,802 shares; 2025Q1: 60,998 shares; 2025Q2: 56,160 shares 56,160 $12.4M 0.02% -4,838 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,446 shares; 2024Q4: 204,004 shares; 2025Q1: 203,472 shares; 2025Q2: 186,486 shares 186,486 $12.4M 0.02% -16,986 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,054 shares; 2024Q4: 73,026 shares; 2025Q1: 72,010 shares; 2025Q2: 72,199 shares 72,199 $12.3M 0.02% +189 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,373 shares; 2024Q4: 83,654 shares; 2025Q1: 96,120 shares; 2025Q2: 93,208 shares 93,208 $12.3M 0.02% -2,912 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,769 shares; 2024Q4: 780,650 shares; 2025Q1: 783,292 shares; 2025Q2: 898,862 shares 898,862 $12.3M 0.02% +115,570 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,097 shares; 2024Q4: 439,716 shares; 2025Q1: 469,734 shares; 2025Q2: 471,132 shares 471,132 $12.3M 0.02% +1,398 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,706 shares; 2024Q4: 326,352 shares; 2025Q1: 319,832 shares; 2025Q2: 297,907 shares 297,907 $12.3M 0.02% -21,925 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,092 shares; 2024Q4: 285,843 shares; 2025Q1: 292,399 shares; 2025Q2: 299,205 shares 299,205 $12.3M 0.02% +6,806 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,432 shares; 2024Q4: 288,237 shares; 2025Q1: 274,100 shares; 2025Q2: 258,424 shares 258,424 $12.3M 0.02% -15,676 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,865 shares; 2024Q4: 176,614 shares; 2025Q1: 169,702 shares; 2025Q2: 255,244 shares 255,244 $12.2M 0.02% +85,542 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,099 shares; 2025Q1: 247,299 shares; 2025Q2: 233,185 shares 233,185 $12.2M 0.02% -14,114 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,219 shares; 2024Q4: 75,423 shares; 2025Q1: 79,538 shares; 2025Q2: 132,675 shares 132,675 $12.2M 0.02% +53,137 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,724 shares; 2024Q4: 874,813 shares; 2025Q1: 391,863 shares; 2025Q2: 473,977 shares 473,977 $12.1M 0.02% +82,114 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,473 shares; 2024Q4: 327,206 shares; 2025Q1: 350,638 shares; 2025Q2: 356,245 shares 356,245 $12.1M 0.02% +5,607 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,861 shares; 2024Q4: 121,742 shares; 2025Q1: 119,584 shares; 2025Q2: 49,797 shares 49,797 $12.1M 0.02% -69,787 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,098 shares; 2024Q4: 84,000 shares; 2025Q1: 75,078 shares; 2025Q2: 71,871 shares 71,871 $12.1M 0.02% -3,207 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,848 shares; 2024Q4: 55,550 shares; 2025Q1: 53,306 shares; 2025Q2: 72,890 shares 72,890 $12.1M 0.02% +19,584 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,379 shares; 2024Q4: 173,955 shares; 2025Q1: 182,689 shares; 2025Q2: 184,383 shares 184,383 $11.9M 0.01% +1,694 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,792 shares; 2024Q4: 258,766 shares; 2025Q1: 280,148 shares; 2025Q2: 275,067 shares 275,067 $11.9M 0.01% -5,081 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,574 shares; 2024Q4: 249,398 shares; 2025Q1: 281,724 shares; 2025Q2: 267,236 shares 267,236 $11.9M 0.01% -14,488 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,632 shares; 2024Q4: 62,230 shares; 2025Q1: 60,614 shares; 2025Q2: 61,805 shares 61,805 $11.9M 0.01% +1,191 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,601 shares; 2024Q4: 59,698 shares; 2025Q1: 79,540 shares; 2025Q2: 77,744 shares 77,744 $11.9M 0.01% -1,796 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,253 shares; 2025Q1: 390,203 shares; 2025Q2: 390,203 shares 390,203 $11.8M 0.01% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,803 shares; 2024Q4: 441,238 shares; 2025Q1: 458,174 shares; 2025Q2: 450,185 shares 450,185 $11.7M 0.01% -7,989 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,201 shares; 2024Q4: 135,315 shares; 2025Q1: 125,092 shares; 2025Q2: 124,054 shares 124,054 $11.6M 0.01% -1,038 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 122,581 shares; 2025Q1: 121,789 shares; 2025Q2: 104,458 shares 104,458 $11.5M 0.01% -17,331 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,403 shares; 2024Q4: 86,540 shares; 2025Q1: 78,499 shares; 2025Q2: 90,082 shares 90,082 $11.4M 0.01% +11,583 Timeline TH TARGET HOSPITALITY CORP More: the full row for TARGET HOSPITALITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466,356 shares; 2024Q4: 1,466,356 shares; 2025Q1: 1,466,356 shares; 2025Q2: 1,603,641 shares 1,603,641 $11.4M 0.01% +137,285 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,909 shares; 2024Q4: 58,346 shares; 2025Q1: 67,929 shares; 2025Q2: 82,040 shares 82,040 $11.4M 0.01% +14,111 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,015 shares; 2024Q4: 137,524 shares; 2025Q1: 132,338 shares; 2025Q2: 129,107 shares 129,107 $11.3M 0.01% -3,231 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,174 shares; 2024Q4: 85,544 shares; 2025Q1: 109,124 shares; 2025Q2: 110,088 shares 110,088 $11.3M 0.01% +964 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,926 shares; 2024Q4: 129,439 shares; 2025Q1: 128,425 shares; 2025Q2: 131,116 shares 131,116 $11.3M 0.01% +2,691 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,922 shares; 2024Q4: 51,842 shares; 2025Q1: 54,808 shares; 2025Q2: 53,982 shares 53,982 $11.3M 0.01% -826 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,733 shares; 2024Q4: 393,608 shares; 2025Q1: 425,259 shares; 2025Q2: 445,324 shares 445,324 $11.3M 0.01% +20,065 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,385 shares; 2024Q4: 130,041 shares; 2025Q1: 135,606 shares; 2025Q2: 397,181 shares 397,181 $11.2M 0.01% +261,575 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,520 shares; 2024Q4: 39,838 shares; 2025Q1: 34,317 shares; 2025Q2: 46,383 shares 46,383 $11.1M 0.01% +12,066 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,260 shares; 2024Q4: 345,154 shares; 2025Q1: 266,887 shares; 2025Q2: 280,483 shares 280,483 $11.1M 0.01% +13,596 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,610 shares; 2024Q4: 85,220 shares; 2025Q1: 75,459 shares; 2025Q2: 77,072 shares 77,072 $11.1M 0.01% +1,613 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,081 shares; 2024Q4: 350,731 shares; 2025Q1: 363,803 shares; 2025Q2: 348,580 shares 348,580 $11.1M 0.01% -15,223 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,668 shares; 2024Q4: 205,107 shares; 2025Q1: 158,495 shares; 2025Q2: 103,126 shares 103,126 $11.1M 0.01% -55,369 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,110 shares; 2024Q4: 100,110 shares; 2025Q1: 98,413 shares; 2025Q2: 324,671 shares 324,671 $11.1M 0.01% +226,258 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,288 shares; 2024Q4: 77,466 shares; 2025Q1: 78,730 shares; 2025Q2: 96,111 shares 96,111 $11M 0.01% +17,381 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 46,954 shares; 2025Q1: 63,077 shares; 2025Q2: 50,141 shares 50,141 $10.9M 0.01% -12,936 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,340 shares; 2024Q4: 121,868 shares; 2025Q1: 122,825 shares; 2025Q2: 119,784 shares 119,784 $10.9M 0.01% -3,041 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,134 shares; 2024Q4: 100,880 shares; 2025Q1: 89,679 shares; 2025Q2: 85,718 shares 85,718 $10.9M 0.01% -3,961 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,029 shares; 2024Q4: 480,768 shares; 2025Q1: 525,631 shares; 2025Q2: 527,393 shares 527,393 $10.8M 0.01% +1,762 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,225 shares; 2024Q4: 283,462 shares; 2025Q1: 287,047 shares; 2025Q2: 281,770 shares 281,770 $10.8M 0.01% -5,277 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,569 shares; 2024Q4: 530,585 shares; 2025Q1: 529,781 shares; 2025Q2: 522,425 shares 522,425 $10.8M 0.01% -7,356 EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,143 shares; 2024Q4: 177,751 shares; 2025Q1: 176,429 shares; 2025Q2: 174,756 shares 174,756 $10.8M 0.01% -1,673 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,327 shares; 2024Q4: 868,947 shares; 2025Q1: 875,344 shares; 2025Q2: 888,803 shares 888,803 $10.8M 0.01% +13,459 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,017 shares; 2024Q4: 218,609 shares; 2025Q1: 220,189 shares; 2025Q2: 212,366 shares 212,366 $10.7M 0.01% -7,823 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,902 shares; 2024Q4: 19,946 shares; 2025Q1: 78,863 shares; 2025Q2: 138,329 shares 138,329 $10.7M 0.01% +59,466 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,353 shares; 2024Q4: 97,060 shares; 2025Q1: 196,015 shares; 2025Q2: 200,262 shares 200,262 $10.7M 0.01% +4,247 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,902 shares; 2024Q4: 179,163 shares; 2025Q1: 169,144 shares; 2025Q2: 166,162 shares 166,162 $10.7M 0.01% -2,982 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,155 shares; 2024Q4: 308,468 shares; 2025Q1: 308,576 shares; 2025Q2: 364,177 shares 364,177 $10.6M 0.01% +55,601 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,096 shares; 2024Q4: 188,460 shares; 2025Q1: 172,943 shares; 2025Q2: 171,185 shares 171,185 $10.6M 0.01% -1,758 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 3,912 shares; 2025Q1: 4,409 shares; 2025Q2: 176,111 shares 176,111 $10.6M 0.01% +171,702 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,252 shares; 2024Q4: 46,627 shares; 2025Q1: 45,820 shares; 2025Q2: 44,851 shares 44,851 $10.5M 0.01% -969 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,416 shares; 2024Q4: 954,931 shares; 2025Q1: 1,022,153 shares; 2025Q2: 968,010 shares 968,010 $10.5M 0.01% -54,143 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,325 shares; 2024Q4: 29,235 shares; 2025Q1: 27,927 shares; 2025Q2: 25,439 shares 25,439 $10.4M 0.01% -2,488 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 272,268 shares; 2025Q1: 209,111 shares; 2025Q2: 204,514 shares 204,514 $10.4M 0.01% -4,597 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,082 shares; 2024Q4: 186,440 shares; 2025Q1: 188,127 shares; 2025Q2: 78,083 shares 78,083 $10.3M 0.01% -110,044 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,375 shares; 2024Q4: 471,606 shares; 2025Q1: 363,985 shares; 2025Q2: 373,135 shares 373,135 $10.3M 0.01% +9,150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,752 shares; 2024Q4: 137,945 shares; 2025Q1: 144,680 shares; 2025Q2: 186,697 shares 186,697 $10.3M 0.01% +42,017 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586,614 shares; 2024Q4: 573,613 shares; 2025Q1: 520,059 shares; 2025Q2: 252,392 shares 252,392 $10.3M 0.01% -267,667 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,730 shares; 2024Q4: 236,462 shares; 2025Q1: 147,359 shares; 2025Q2: 163,862 shares 163,862 $10.3M 0.01% +16,503 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,670 shares; 2024Q4: 141,874 shares; 2025Q1: 137,906 shares; 2025Q2: 137,918 shares 137,918 $10.2M 0.01% +12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,075 shares; 2024Q4: 227,284 shares; 2025Q1: 193,844 shares; 2025Q2: 199,768 shares 199,768 $10.2M 0.01% +5,924 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,173 shares; 2024Q4: 143,621 shares; 2025Q1: 131,721 shares; 2025Q2: 140,045 shares 140,045 $10.2M 0.01% +8,324 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,753 shares; 2024Q4: 85,907 shares; 2025Q1: 88,316 shares; 2025Q2: 89,792 shares 89,792 $10.2M 0.01% +1,476 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,852 shares; 2024Q4: 149,805 shares; 2025Q1: 155,449 shares; 2025Q2: 125,796 shares 125,796 $10.1M 0.01% -29,653 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,363 shares; 2024Q4: 17,411 shares; 2025Q1: 36,717 shares; 2025Q2: 95,008 shares 95,008 $10.1M 0.01% +58,291 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,817 shares; 2024Q4: 67,202 shares; 2025Q1: 73,334 shares; 2025Q2: 77,742 shares 77,742 $10.1M 0.01% +4,408 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,863 shares; 2024Q4: 90,604 shares; 2025Q1: 103,240 shares; 2025Q2: 147,354 shares 147,354 $10M 0.01% +44,114 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,698 shares; 2024Q4: 342,808 shares; 2025Q1: 338,808 shares; 2025Q2: 338,808 shares 338,808 $10M 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,671 shares; 2024Q4: 69,596 shares; 2025Q1: 110,353 shares; 2025Q2: 59,167 shares 59,167 $9.98M 0.01% -51,186 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,359 shares; 2024Q4: 27,461 shares; 2025Q1: 27,321 shares; 2025Q2: 40,241 shares 40,241 $9.92M 0.01% +12,920 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,703 shares; 2024Q4: 64,127 shares; 2025Q1: 70,011 shares; 2025Q2: 64,368 shares 64,368 $9.92M 0.01% -5,643 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,104 shares; 2024Q4: 973,946 shares; 2025Q1: 977,421 shares; 2025Q2: 977,816 shares 977,816 $9.9M 0.01% +395 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,045 shares; 2024Q4: 183,665 shares; 2025Q1: 131,691 shares; 2025Q2: 126,494 shares 126,494 $9.87M 0.01% -5,197 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,331 shares; 2024Q4: 228,332 shares; 2025Q1: 228,135 shares; 2025Q2: 228,386 shares 228,386 $9.86M 0.01% +251 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,725 shares; 2024Q4: 106,764 shares; 2025Q1: 193,081 shares; 2025Q2: 198,181 shares 198,181 $9.86M 0.01% +5,100 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,446 shares; 2024Q4: 62,672 shares; 2025Q1: 20,746 shares; 2025Q2: 76,373 shares 76,373 $9.82M 0.01% +55,627 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,839 shares; 2024Q4: 249,394 shares; 2025Q1: 242,636 shares; 2025Q2: 263,404 shares 263,404 $9.82M 0.01% +20,768 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,507 shares; 2024Q4: 53,479 shares; 2025Q1: 55,343 shares; 2025Q2: 50,468 shares 50,468 $9.79M 0.01% -4,875 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,015 shares; 2024Q4: 648,253 shares; 2025Q1: 697,916 shares; 2025Q2: 666,635 shares 666,635 $9.77M 0.01% -31,281 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,508 shares; 2024Q4: 30,313 shares; 2025Q1: 25,292 shares; 2025Q2: 24,116 shares 24,116 $9.75M 0.01% -1,176 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,697 shares; 2024Q4: 150,458 shares; 2025Q1: 167,904 shares; 2025Q2: 161,312 shares 161,312 $9.74M 0.01% -6,592 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,335 shares; 2024Q4: 145,424 shares; 2025Q1: 188,485 shares; 2025Q2: 173,395 shares 173,395 $9.73M 0.01% -15,090 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,622 shares; 2024Q4: 317,986 shares; 2025Q1: 200,771 shares; 2025Q2: 202,837 shares 202,837 $9.72M 0.01% +2,066 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,799 shares; 2024Q4: 62,915 shares; 2025Q1: 65,017 shares; 2025Q2: 65,609 shares 65,609 $9.72M 0.01% +592 Timeline LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 6,928 shares; 2025Q1: 6,590 shares; 2025Q2: 67,362 shares 67,362 $9.72M 0.01% +60,772 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 14,458 shares; 2025Q1: 18,741 shares; 2025Q2: 273,150 shares 273,150 $9.72M 0.01% +254,409 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,960 shares 228,960 $9.71M 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,235 shares; 2024Q4: 50,412 shares; 2025Q1: 52,822 shares; 2025Q2: 53,344 shares 53,344 $9.65M 0.01% +522 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,557 shares; 2025Q2: 188,598 shares 188,598 $9.64M 0.01% -8,959 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,296 shares; 2024Q4: 33,485 shares; 2025Q1: 36,154 shares; 2025Q2: 34,402 shares 34,402 $9.59M 0.01% -1,752 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,708 shares; 2024Q4: 383,640 shares; 2025Q1: 152,679 shares; 2025Q2: 139,709 shares 139,709 $9.58M 0.01% -12,970 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,636 shares; 2024Q4: 102,216 shares; 2025Q1: 106,672 shares; 2025Q2: 72,581 shares 72,581 $9.55M 0.01% -34,091 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,220 shares; 2024Q4: 32,910 shares; 2025Q1: 39,674 shares; 2025Q2: 37,005 shares 37,005 $9.55M 0.01% -2,669 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,553 shares; 2024Q4: 75,577 shares; 2025Q1: 123,740 shares; 2025Q2: 141,115 shares 141,115 $9.54M 0.01% +17,375 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,392 shares; 2024Q4: 30,514 shares; 2025Q1: 30,038 shares; 2025Q2: 39,737 shares 39,737 $9.54M 0.01% +9,699 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,941 shares; 2024Q4: 227,164 shares; 2025Q1: 286,863 shares; 2025Q2: 318,000 shares 318,000 $9.53M 0.01% +31,137 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,212 shares; 2024Q4: 239,056 shares; 2025Q1: 232,231 shares; 2025Q2: 228,616 shares 228,616 $9.44M 0.01% -3,615 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,691 shares; 2025Q2: 132,723 shares 132,723 $9.43M 0.01% +9,032 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,043 shares; 2024Q4: 188,499 shares; 2025Q1: 140,190 shares; 2025Q2: 153,558 shares 153,558 $9.39M 0.01% +13,368 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,698 shares; 2025Q2: 317,140 shares 317,140 $9.37M 0.01% +216,442 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,735 shares; 2024Q4: 271,756 shares; 2025Q1: 260,489 shares; 2025Q2: 273,723 shares 273,723 $9.37M 0.01% +13,234 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,711 shares; 2024Q4: 53,155 shares; 2025Q1: 50,242 shares; 2025Q2: 37,289 shares 37,289 $9.35M 0.01% -12,953 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,639 shares; 2024Q4: 124,222 shares; 2025Q1: 126,392 shares; 2025Q2: 126,872 shares 126,872 $9.32M 0.01% +480 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,254 shares; 2024Q4: 213,977 shares; 2025Q1: 386,362 shares; 2025Q2: 395,991 shares 395,991 $9.31M 0.01% +9,629 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,243 shares; 2024Q4: 151,559 shares; 2025Q1: 145,902 shares; 2025Q2: 139,726 shares 139,726 $9.3M 0.01% -6,176 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,910 shares; 2024Q4: 381,910 shares; 2025Q1: 359,807 shares; 2025Q2: 359,807 shares 359,807 $9.27M 0.01% 0 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338,120 shares 338,120 $9.23M 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,899 shares; 2024Q4: 330,350 shares; 2025Q1: 356,078 shares; 2025Q2: 358,155 shares 358,155 $9.2M 0.01% +2,077 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,837 shares; 2024Q4: 81,394 shares; 2025Q1: 68,080 shares; 2025Q2: 80,825 shares 80,825 $9.19M 0.01% +12,745 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,109 shares; 2024Q4: 28,971 shares; 2025Q1: 27,116 shares; 2025Q2: 22,434 shares 22,434 $9.17M 0.01% -4,682 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,705 shares; 2024Q4: 95,075 shares; 2025Q1: 87,786 shares; 2025Q2: 87,512 shares 87,512 $9.17M 0.01% -274 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,340 shares; 2024Q4: 667,606 shares; 2025Q1: 677,563 shares; 2025Q2: 645,134 shares 645,134 $9.17M 0.01% -32,429 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,712 shares; 2024Q4: 256,596 shares; 2025Q1: 335,545 shares; 2025Q2: 375,574 shares 375,574 $9.16M 0.01% +40,029 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,223 shares; 2024Q4: 155,002 shares; 2025Q1: 164,323 shares; 2025Q2: 186,029 shares 186,029 $9.15M 0.01% +21,706 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 43,650 shares; 2025Q1: 43,659 shares; 2025Q2: 56,618 shares 56,618 $9.09M 0.01% +12,959 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,966 shares; 2024Q4: 81,848 shares; 2025Q1: 84,678 shares; 2025Q2: 91,438 shares 91,438 $9.09M 0.01% +6,760 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,879 shares; 2024Q4: 93,599 shares; 2025Q1: 122,910 shares; 2025Q2: 105,891 shares 105,891 $9.06M 0.01% -17,019 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443,801 shares; 2025Q2: 485,568 shares 485,568 $9.05M 0.01% +41,767 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,942 shares; 2024Q4: 120,057 shares; 2025Q1: 119,767 shares; 2025Q2: 121,223 shares 121,223 $9.03M 0.01% +1,456 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,686 shares; 2024Q4: 93,944 shares; 2025Q1: 94,584 shares; 2025Q2: 89,098 shares 89,098 $8.98M 0.01% -5,486 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,130 shares; 2024Q4: 100,330 shares; 2025Q1: 102,445 shares; 2025Q2: 104,848 shares 104,848 $8.96M 0.01% +2,403 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,277 shares; 2024Q4: 88,917 shares; 2025Q1: 79,907 shares; 2025Q2: 69,792 shares 69,792 $8.93M 0.01% -10,115 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,056 shares; 2024Q4: 137,744 shares; 2025Q1: 152,564 shares; 2025Q2: 150,880 shares 150,880 $8.93M 0.01% -1,684 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,767 shares; 2024Q4: 63,916 shares; 2025Q1: 63,348 shares; 2025Q2: 65,220 shares 65,220 $8.9M 0.01% +1,872 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,928 shares; 2024Q4: 22,569 shares; 2025Q1: 23,253 shares; 2025Q2: 23,780 shares 23,780 $8.88M 0.01% +527 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,049 shares; 2024Q4: 616,644 shares; 2025Q1: 615,979 shares; 2025Q2: 608,925 shares 608,925 $8.88M 0.01% -7,054 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,841 shares; 2024Q4: 216,097 shares; 2025Q1: 247,880 shares; 2025Q2: 209,757 shares 209,757 $8.87M 0.01% -38,123 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,717 shares; 2024Q4: 97,477 shares; 2025Q1: 95,462 shares; 2025Q2: 105,213 shares 105,213 $8.84M 0.01% +9,751 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,744 shares; 2024Q4: 33,909 shares; 2025Q1: 22,239 shares; 2025Q2: 25,117 shares 25,117 $8.8M 0.01% +2,878 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,272 shares; 2024Q4: 258,712 shares; 2025Q1: 323,161 shares; 2025Q2: 339,807 shares 339,807 $8.77M 0.01% +16,646 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,103 shares; 2024Q4: 189,961 shares; 2025Q1: 188,837 shares; 2025Q2: 185,178 shares 185,178 $8.76M 0.01% -3,659 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,771 shares; 2024Q4: 57,289 shares; 2025Q1: 59,749 shares; 2025Q2: 139,867 shares 139,867 $8.76M 0.01% +80,118 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,321 shares; 2024Q4: 118,754 shares; 2025Q1: 116,334 shares; 2025Q2: 116,177 shares 116,177 $8.73M 0.01% -157 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,525 shares; 2024Q4: 188,911 shares; 2025Q1: 185,708 shares; 2025Q2: 147,094 shares 147,094 $8.72M 0.01% -38,614 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,879 shares; 2024Q4: 139,624 shares; 2025Q1: 141,830 shares; 2025Q2: 111,135 shares 111,135 $8.69M 0.01% -30,695 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,227 shares; 2024Q4: 434,487 shares; 2025Q1: 288,882 shares; 2025Q2: 289,589 shares 289,589 $8.67M 0.01% +707 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,037 shares; 2024Q4: 322,845 shares; 2025Q1: 565,149 shares; 2025Q2: 605,617 shares 605,617 $8.64M 0.01% +40,468 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,828 shares; 2024Q4: 408,918 shares; 2025Q1: 402,901 shares; 2025Q2: 655,630 shares 655,630 $8.58M 0.01% +252,729 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,386 shares; 2024Q4: 377,939 shares; 2025Q1: 374,243 shares; 2025Q2: 372,840 shares 372,840 $8.55M 0.01% -1,403 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,950 shares; 2024Q4: 72,605 shares; 2025Q1: 45,999 shares; 2025Q2: 58,860 shares 58,860 $8.55M 0.01% +12,861 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,720 shares; 2024Q4: 217,756 shares; 2025Q1: 251,075 shares; 2025Q2: 162,385 shares 162,385 $8.54M 0.01% -88,690 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,309 shares; 2024Q4: 368,889 shares; 2025Q1: 534,544 shares; 2025Q2: 458,309 shares 458,309 $8.52M 0.01% -76,235 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,731 shares; 2024Q4: 351,098 shares; 2025Q1: 344,628 shares; 2025Q2: 329,979 shares 329,979 $8.46M 0.01% -14,649 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827,043 shares; 2024Q4: 826,023 shares; 2025Q1: 822,629 shares; 2025Q2: 800,693 shares 800,693 $8.45M 0.01% -21,936 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 20,464 shares; 2025Q1: 76,478 shares; 2025Q2: 60,954 shares 60,954 $8.42M 0.01% -15,524 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,054 shares; 2024Q4: 78,755 shares; 2025Q1: 73,354 shares; 2025Q2: 72,323 shares 72,323 $8.4M 0.01% -1,031 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,157 shares; 2024Q4: 239,622 shares; 2025Q1: 265,358 shares; 2025Q2: 324,287 shares 324,287 $8.38M 0.01% +58,929 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,188 shares; 2024Q4: 90,382 shares; 2025Q1: 82,633 shares; 2025Q2: 84,904 shares 84,904 $8.35M 0.01% +2,271 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,712 shares; 2024Q4: 87,795 shares; 2025Q1: 100,822 shares; 2025Q2: 100,383 shares 100,383 $8.34M 0.01% -439 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 8,330 shares; 2025Q1: 6,531 shares; 2025Q2: 61,926 shares 61,926 $8.33M 0.01% +55,395 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,176 shares; 2024Q4: 13,549 shares; 2025Q1: 9,227 shares; 2025Q2: 7,967 shares 7,967 $8.29M 0.01% -1,260 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,803 shares; 2024Q4: 53,519 shares; 2025Q1: 53,364 shares; 2025Q2: 49,112 shares 49,112 $8.28M 0.01% -4,252 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,186 shares; 2024Q4: 98,029 shares; 2025Q1: 124,115 shares; 2025Q2: 120,037 shares 120,037 $8.27M 0.01% -4,078 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,820 shares; 2024Q4: 144,755 shares; 2025Q1: 165,000 shares; 2025Q2: 164,560 shares 164,560 $8.26M 0.01% -440 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,693 shares; 2024Q4: 200,202 shares; 2025Q1: 176,737 shares; 2025Q2: 178,256 shares 178,256 $8.23M 0.01% +1,519 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,135 shares; 2024Q4: 95,753 shares; 2025Q1: 90,934 shares; 2025Q2: 87,504 shares 87,504 $8.22M 0.01% -3,430 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,836 shares; 2024Q4: 48,988 shares; 2025Q1: 53,664 shares; 2025Q2: 51,320 shares 51,320 $8.21M 0.01% -2,344 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,717 shares; 2024Q4: 174,862 shares; 2025Q1: 173,955 shares; 2025Q2: 173,845 shares 173,845 $8.19M 0.01% -110 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,486 shares; 2024Q4: 144,743 shares; 2025Q1: 172,158 shares; 2025Q2: 153,283 shares 153,283 $8.17M 0.01% -18,875 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,281 shares; 2024Q4: 144,502 shares; 2025Q1: 250,766 shares; 2025Q2: 249,913 shares 249,913 $8.17M 0.01% -853 Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,804 shares; 2025Q1: 1,346,785 shares; 2025Q2: 1,049,403 shares 1,049,403 $8.15M 0.01% -297,382 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,436 shares; 2024Q4: 336,487 shares; 2025Q1: 341,208 shares; 2025Q2: 349,866 shares 349,866 $8.13M 0.01% +8,658 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,944 shares; 2024Q4: 26,356 shares; 2025Q1: 42,684 shares; 2025Q2: 46,008 shares 46,008 $8.12M 0.01% +3,324 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,199 shares; 2024Q4: 188,974 shares; 2025Q1: 197,784 shares; 2025Q2: 239,204 shares 239,204 $8.1M 0.01% +41,420 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,600 shares; 2024Q4: 347,132 shares; 2025Q1: 486,620 shares; 2025Q2: 359,543 shares 359,543 $8.1M 0.01% -127,077 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,197 shares; 2024Q4: 187,707 shares; 2025Q1: 175,729 shares; 2025Q2: 179,339 shares 179,339 $8.1M 0.01% +3,610 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,477 shares; 2024Q4: 194,421 shares; 2025Q1: 228,460 shares; 2025Q2: 229,565 shares 229,565 $8.1M 0.01% +1,105 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,906 shares; 2025Q2: 426,233 shares 426,233 $8.06M 0.01% +249,327 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,746 shares; 2024Q4: 322,864 shares; 2025Q1: 339,229 shares; 2025Q2: 320,425 shares 320,425 $8.03M 0.01% -18,804 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,108 shares; 2024Q4: 278,866 shares; 2025Q1: 278,924 shares; 2025Q2: 286,171 shares 286,171 $8.01M 0.01% +7,247 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,268 shares; 2024Q4: 666,713 shares; 2025Q1: 522,651 shares; 2025Q2: 452,809 shares 452,809 $8.01M 0.01% -69,842 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,803 shares; 2024Q4: 356,444 shares; 2025Q1: 322,625 shares; 2025Q2: 297,937 shares 297,937 $7.97M 0.01% -24,688 CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,850 shares; 2024Q4: 235,403 shares; 2025Q1: 208,543 shares; 2025Q2: 248,985 shares 248,985 $7.96M 0.01% +40,442 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,657 shares; 2024Q4: 48,592 shares; 2025Q1: 48,851 shares; 2025Q2: 45,723 shares 45,723 $7.92M 0.01% -3,128 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,534 shares; 2024Q4: 43,138 shares; 2025Q1: 40,177 shares; 2025Q2: 83,953 shares 83,953 $7.9M 0.01% +43,776 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,018 shares; 2024Q4: 222,393 shares; 2025Q1: 172,235 shares; 2025Q2: 184,304 shares 184,304 $7.89M 0.01% +12,069 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,391 shares; 2024Q4: 47,184 shares; 2025Q1: 58,843 shares; 2025Q2: 59,624 shares 59,624 $7.84M 0.01% +781 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,538 shares; 2024Q4: 19,885 shares; 2025Q1: 27,971 shares; 2025Q2: 31,736 shares 31,736 $7.82M 0.01% +3,765 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,675 shares; 2024Q4: 44,156 shares; 2025Q1: 46,662 shares; 2025Q2: 58,170 shares 58,170 $7.81M 0.01% +11,508 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,690 shares; 2024Q4: 213,729 shares; 2025Q1: 199,622 shares; 2025Q2: 207,308 shares 207,308 $7.78M 0.01% +7,686 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,623 shares; 2024Q4: 118,245 shares; 2025Q1: 119,253 shares; 2025Q2: 146,006 shares 146,006 $7.77M 0.01% +26,753 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,462 shares; 2024Q4: 80,460 shares; 2025Q1: 140,630 shares; 2025Q2: 160,646 shares 160,646 $7.73M 0.01% +20,016 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,168 shares; 2024Q4: 170,824 shares; 2025Q1: 124,245 shares; 2025Q2: 113,403 shares 113,403 $7.69M 0.01% -10,842 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,708 shares; 2024Q4: 42,716 shares; 2025Q1: 50,650 shares; 2025Q2: 59,438 shares 59,438 $7.63M 0.01% +8,788 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,221 shares; 2024Q4: 77,671 shares; 2025Q1: 78,523 shares; 2025Q2: 80,761 shares 80,761 $7.63M 0.01% +2,238 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,571 shares; 2024Q4: 172,729 shares; 2025Q1: 214,125 shares; 2025Q2: 187,447 shares 187,447 $7.62M 0.01% -26,678 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,735 shares; 2024Q4: 273,571 shares; 2025Q1: 49,837 shares; 2025Q2: 203,181 shares 203,181 $7.62M 0.01% +153,344 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,216 shares; 2024Q4: 129,664 shares; 2025Q1: 124,776 shares; 2025Q2: 133,423 shares 133,423 $7.62M 0.01% +8,647 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,733 shares; 2024Q4: 126,153 shares; 2025Q1: 147,841 shares; 2025Q2: 161,890 shares 161,890 $7.61M 0.01% +14,049 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,859 shares; 2024Q4: 184,486 shares; 2025Q1: 184,536 shares; 2025Q2: 166,720 shares 166,720 $7.58M 0.01% -17,816 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,513 shares; 2024Q4: 61,652 shares; 2025Q1: 97,456 shares; 2025Q2: 127,434 shares 127,434 $7.57M 0.01% +29,978 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,576 shares; 2025Q1: 120,970 shares; 2025Q2: 147,081 shares 147,081 $7.57M 0.01% +26,111 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,741 shares; 2024Q4: 102,796 shares; 2025Q1: 102,047 shares; 2025Q2: 300,860 shares 300,860 $7.56M 0.01% +198,813 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,215 shares; 2025Q1: 46,443 shares; 2025Q2: 88,061 shares 88,061 $7.55M 0.01% +41,618 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,223 shares; 2024Q4: 192,645 shares; 2025Q1: 188,266 shares; 2025Q2: 170,349 shares 170,349 $7.54M 0.01% -17,917 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,320 shares; 2024Q4: 176,438 shares; 2025Q1: 177,250 shares; 2025Q2: 176,195 shares 176,195 $7.5M 0.01% -1,055 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,588 shares; 2024Q4: 173,411 shares; 2025Q1: 171,394 shares; 2025Q2: 206,114 shares 206,114 $7.43M 0.01% +34,720 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,608 shares; 2024Q4: 272,103 shares; 2025Q1: 277,730 shares; 2025Q2: 272,163 shares 272,163 $7.41M 0.01% -5,567 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,019 shares; 2025Q1: 1,028 shares; 2025Q2: 996 shares 996 $7.36M 0.01% -32 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,822 shares; 2024Q4: 166,556 shares; 2025Q1: 193,897 shares; 2025Q2: 171,034 shares 171,034 $7.34M 0.01% -22,863 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,417 shares; 2024Q4: 158,897 shares; 2025Q1: 217,325 shares; 2025Q2: 215,839 shares 215,839 $7.31M 0.01% -1,486 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,358 shares; 2024Q4: 229,544 shares; 2025Q1: 259,749 shares; 2025Q2: 259,457 shares 259,457 $7.31M 0.01% -292 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,686 shares; 2024Q4: 417,687 shares; 2025Q1: 421,835 shares; 2025Q2: 398,179 shares 398,179 $7.29M 0.01% -23,656 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,904 shares; 2024Q4: 177,062 shares; 2025Q1: 173,110 shares; 2025Q2: 173,881 shares 173,881 $7.29M 0.01% +771 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280,942 shares; 2025Q1: 297,573 shares; 2025Q2: 297,750 shares 297,750 $7.28M 0.01% +177 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779,306 shares; 2024Q4: 759,415 shares; 2025Q1: 750,441 shares; 2025Q2: 831,569 shares 831,569 $7.28M 0.01% +81,128 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,632 shares; 2024Q4: 72,916 shares; 2025Q1: 80,844 shares; 2025Q2: 83,803 shares 83,803 $7.27M 0.01% +2,959 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,420 shares; 2024Q4: 45,550 shares; 2025Q1: 43,641 shares; 2025Q2: 49,265 shares 49,265 $7.26M 0.01% +5,624 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,109 shares; 2024Q4: 97,393 shares; 2025Q1: 92,281 shares; 2025Q2: 79,607 shares 79,607 $7.25M 0.01% -12,674 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,434 shares; 2025Q2: 140,818 shares 140,818 $7.23M 0.01% +8,384 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,643 shares; 2024Q4: 190,594 shares; 2025Q1: 187,329 shares; 2025Q2: 185,685 shares 185,685 $7.23M 0.01% -1,644 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,305 shares; 2024Q4: 455,785 shares; 2025Q1: 454,695 shares; 2025Q2: 463,403 shares 463,403 $7.22M 0.01% +8,708 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,419 shares; 2024Q4: 600,397 shares; 2025Q1: 605,613 shares; 2025Q2: 227,023 shares 227,023 $7.22M 0.01% -378,590 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,168 shares; 2024Q4: 148,221 shares; 2025Q1: 155,077 shares; 2025Q2: 158,633 shares 158,633 $7.18M 0.01% +3,556 Timeline OACC OAKTREE ACQUISITION CORP III More: the full row for OAKTREE ACQUISITION CORP III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,989 shares; 2025Q2: 686,693 shares 686,693 $7.18M 0.01% +549,704 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,900 shares; 2024Q4: 190,938 shares; 2025Q1: 204,164 shares; 2025Q2: 214,735 shares 214,735 $7.17M 0.01% +10,571 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,502 shares; 2024Q4: 1,592,231 shares; 2025Q1: 1,592,476 shares; 2025Q2: 1,592,476 shares 1,592,476 $7.17M 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,182 shares; 2024Q4: 355,486 shares; 2025Q1: 434,623 shares; 2025Q2: 531,490 shares 531,490 $7.16M 0.01% +96,867 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,722 shares; 2024Q4: 59,019 shares; 2025Q1: 57,943 shares; 2025Q2: 60,849 shares 60,849 $7.16M 0.01% +2,906 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396,056 shares; 2025Q2: 404,628 shares 404,628 $7.16M 0.01% +8,572 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,663 shares; 2024Q4: 144,380 shares; 2025Q1: 131,687 shares; 2025Q2: 141,576 shares 141,576 $7.16M 0.01% +9,889 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,922 shares; 2024Q4: 15,784 shares; 2025Q1: 38,642 shares; 2025Q2: 42,303 shares 42,303 $7.16M 0.01% +3,661 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,908 shares; 2024Q4: 44,669 shares; 2025Q1: 53,305 shares; 2025Q2: 30,103 shares 30,103 $7.15M 0.01% -23,202 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,516 shares; 2024Q4: 143,733 shares; 2025Q1: 143,359 shares; 2025Q2: 350,066 shares 350,066 $7.14M 0.01% +206,707 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,373 shares; 2024Q4: 345,087 shares; 2025Q1: 360,475 shares; 2025Q2: 363,980 shares 363,980 $7.1M 0.01% +3,505 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,780 shares; 2024Q4: 479,232 shares; 2025Q1: 85,707 shares; 2025Q2: 121,749 shares 121,749 $7.1M 0.01% +36,042 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,324 shares; 2024Q4: 406,149 shares; 2025Q1: 440,084 shares; 2025Q2: 579,977 shares 579,977 $7.1M 0.01% +139,893 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,246 shares; 2024Q4: 282,823 shares; 2025Q1: 215,663 shares; 2025Q2: 267,130 shares 267,130 $7.03M 0.01% +51,467 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,558 shares; 2024Q4: 125,166 shares; 2025Q1: 118,800 shares; 2025Q2: 142,860 shares 142,860 $7.03M 0.01% +24,060 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,444 shares; 2024Q4: 28,410 shares; 2025Q1: 28,936 shares; 2025Q2: 38,936 shares 38,936 $6.99M 0.01% +10,000 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,587 shares; 2024Q4: 94,032 shares; 2025Q1: 86,923 shares; 2025Q2: 100,934 shares 100,934 $6.99M 0.01% +14,011 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,363 shares; 2024Q4: 277,856 shares; 2025Q1: 280,235 shares; 2025Q2: 282,398 shares 282,398 $6.98M 0.01% +2,163 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,992 shares; 2024Q4: 726,418 shares; 2025Q1: 745,978 shares; 2025Q2: 1,003,344 shares 1,003,344 $6.95M 0.01% +257,366 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,156 shares; 2024Q4: 43,736 shares; 2025Q1: 228,780 shares; 2025Q2: 231,082 shares 231,082 $6.93M 0.01% +2,302 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,294 shares; 2024Q4: 152,507 shares; 2025Q1: 119,938 shares; 2025Q2: 126,110 shares 126,110 $6.91M 0.01% +6,172 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,921 shares; 2024Q4: 159,007 shares; 2025Q1: 131,939 shares; 2025Q2: 129,828 shares 129,828 $6.91M 0.01% -2,111 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,339 shares; 2024Q4: 120,371 shares; 2025Q1: 126,341 shares; 2025Q2: 129,798 shares 129,798 $6.91M 0.01% +3,457 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,982 shares; 2024Q4: 154,920 shares; 2025Q1: 152,340 shares; 2025Q2: 171,006 shares 171,006 $6.88M 0.01% +18,666 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,693 shares; 2024Q4: 217,423 shares; 2025Q1: 179,744 shares; 2025Q2: 179,752 shares 179,752 $6.88M 0.01% +8 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 12,404 shares; 2025Q1: 12,528 shares; 2025Q2: 75,791 shares 75,791 $6.82M 0.01% +63,263 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,274 shares; 2024Q4: 110,570 shares; 2025Q1: 92,018 shares; 2025Q2: 94,416 shares 94,416 $6.8M 0.01% +2,398 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,981 shares; 2024Q4: 71,413 shares; 2025Q1: 67,677 shares; 2025Q2: 57,377 shares 57,377 $6.77M 0.01% -10,300 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,517 shares; 2024Q4: 213,663 shares; 2025Q1: 205,322 shares; 2025Q2: 197,700 shares 197,700 $6.76M 0.01% -7,622 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,229 shares; 2024Q4: 104,763 shares; 2025Q1: 104,606 shares; 2025Q2: 103,236 shares 103,236 $6.75M 0.01% -1,370 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,037 shares; 2024Q4: 149,462 shares; 2025Q1: 138,408 shares; 2025Q2: 134,589 shares 134,589 $6.72M 0.01% -3,819 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,133 shares; 2025Q1: 201,374 shares; 2025Q2: 210,104 shares 210,104 $6.71M 0.01% +8,730 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,570 shares; 2024Q4: 108,760 shares; 2025Q1: 156,084 shares; 2025Q2: 176,465 shares 176,465 $6.71M 0.01% +20,381 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,416 shares; 2024Q4: 391,363 shares; 2025Q1: 399,857 shares; 2025Q2: 339,004 shares 339,004 $6.66M 0.01% -60,853 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,503 shares; 2024Q4: 187,675 shares; 2025Q1: 178,762 shares; 2025Q2: 167,698 shares 167,698 $6.63M 0.01% -11,064 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,019 shares; 2024Q4: 287,426 shares; 2025Q1: 290,922 shares; 2025Q2: 250,298 shares 250,298 $6.63M 0.01% -40,624 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,171 shares; 2024Q4: 213,828 shares; 2025Q1: 210,076 shares; 2025Q2: 214,895 shares 214,895 $6.63M 0.01% +4,819 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,819 shares; 2024Q4: 108,112 shares; 2025Q1: 107,595 shares; 2025Q2: 102,690 shares 102,690 $6.61M 0.01% -4,905 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,742 shares; 2024Q4: 112,352 shares; 2025Q1: 114,966 shares; 2025Q2: 117,639 shares 117,639 $6.6M 0.01% +2,673 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,649 shares; 2024Q4: 64,034 shares; 2025Q1: 79,804 shares; 2025Q2: 97,583 shares 97,583 $6.59M 0.01% +17,779 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,491 shares; 2025Q1: 1,313 shares; 2025Q2: 3,607 shares 3,607 $6.59M 0.01% +2,294 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,108 shares; 2024Q4: 71,974 shares; 2025Q1: 73,664 shares; 2025Q2: 75,268 shares 75,268 $6.57M 0.01% +1,604 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,907 shares; 2024Q4: 375,890 shares; 2025Q1: 390,043 shares; 2025Q2: 391,549 shares 391,549 $6.56M 0.01% +1,506 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,836 shares; 2024Q4: 63,153 shares; 2025Q1: 61,346 shares; 2025Q2: 65,568 shares 65,568 $6.55M 0.01% +4,222 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,897 shares; 2024Q4: 83,944 shares; 2025Q1: 56,849 shares; 2025Q2: 51,707 shares 51,707 $6.54M 0.01% -5,142 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,108 shares 40,108 $6.54M 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,860 shares; 2024Q4: 395,445 shares; 2025Q1: 426,863 shares; 2025Q2: 54,276 shares 54,276 $6.52M 0.01% -372,587 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,416 shares; 2024Q4: 70,228 shares; 2025Q1: 75,908 shares; 2025Q2: 69,699 shares 69,699 $6.44M 0.01% -6,209 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,028 shares; 2025Q1: 73,810 shares; 2025Q2: 1,345,510 shares 1,345,510 $6.43M 0.01% +1,271,700 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,698 shares; 2024Q4: 90,095 shares; 2025Q1: 88,402 shares; 2025Q2: 84,738 shares 84,738 $6.42M 0.01% -3,664 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,461 shares; 2024Q4: 20,041 shares; 2025Q1: 17,253 shares; 2025Q2: 13,056 shares 13,056 $6.4M 0.01% -4,197 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,029 shares; 2024Q4: 15,978 shares; 2025Q1: 15,825 shares; 2025Q2: 14,411 shares 14,411 $6.36M 0.01% -1,414 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,398 shares; 2024Q4: 221,513 shares; 2025Q1: 170,061 shares; 2025Q2: 66,740 shares 66,740 $6.34M 0.01% -103,321 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,767 shares; 2024Q4: 122,765 shares; 2025Q1: 88,946 shares; 2025Q2: 85,592 shares 85,592 $6.34M 0.01% -3,354 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,705 shares; 2024Q4: 603,509 shares; 2025Q1: 452,868 shares; 2025Q2: 216,716 shares 216,716 $6.33M 0.01% -236,152 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,427 shares; 2024Q4: 82,721 shares; 2025Q1: 87,027 shares; 2025Q2: 76,190 shares 76,190 $6.32M 0.01% -10,837 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,447 shares; 2025Q1: 126,819 shares; 2025Q2: 122,612 shares 122,612 $6.31M 0.01% -4,207 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,316 shares; 2024Q4: 233,316 shares; 2025Q1: 225,035 shares; 2025Q2: 225,035 shares 225,035 $6.28M 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,605 shares; 2024Q4: 61,535 shares; 2025Q1: 60,399 shares; 2025Q2: 59,056 shares 59,056 $6.28M 0.01% -1,343 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,779 shares; 2025Q1: 108,553 shares; 2025Q2: 161,306 shares 161,306 $6.27M 0.01% +52,753 Timeline