VTWG 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: 34,188 shares; 2024Q4: 33,548 shares; 2025Q1: 30,457 shares; 2025Q2: 30,036 shares 30,036 $6.26M 0.01% -421 Timeline IVAL 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: not reported; 2025Q2: 223,871 shares 223,871 $6.24M 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,066 shares; 2024Q4: 47,541 shares; 2025Q1: 99,911 shares; 2025Q2: 52,220 shares 52,220 $6.21M 0.01% -47,691 Timeline JUST 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: 63,843 shares; 2024Q4: 61,461 shares; 2025Q1: 72,202 shares; 2025Q2: 70,485 shares 70,485 $6.2M 0.01% -1,717 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 13,659 shares; 2025Q1: 13,077 shares; 2025Q2: 12,143 shares 12,143 $6.2M 0.01% -934 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,898 shares; 2024Q4: 529,242 shares; 2025Q1: 446,759 shares; 2025Q2: 450,545 shares 450,545 $6.17M 0.01% +3,786 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,128 shares; 2024Q4: 117,868 shares; 2025Q1: 169,692 shares; 2025Q2: 184,414 shares 184,414 $6.17M 0.01% +14,722 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,317 shares; 2024Q4: 445,574 shares; 2025Q1: 485,832 shares; 2025Q2: 447,180 shares 447,180 $6.14M 0.01% -38,652 Timeline HYD 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: 102,976 shares; 2024Q4: 135,202 shares; 2025Q1: 100,747 shares; 2025Q2: 122,174 shares 122,174 $6.13M 0.01% +21,427 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,488 shares; 2024Q4: 56,276 shares; 2025Q1: 77,998 shares; 2025Q2: 59,405 shares 59,405 $6.12M 0.01% -18,593 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,965 shares; 2024Q4: 32,113 shares; 2025Q1: 25,918 shares; 2025Q2: 33,039 shares 33,039 $6.12M 0.01% +7,121 Timeline EAGG 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: 125,227 shares; 2024Q4: 144,461 shares; 2025Q1: 141,785 shares; 2025Q2: 128,535 shares 128,535 $6.11M 0.01% -13,250 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,253 shares; 2024Q4: 67,674 shares; 2025Q1: 66,025 shares; 2025Q2: 68,145 shares 68,145 $6.1M 0.01% +2,120 Timeline RSPG 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: 86,389 shares; 2024Q4: 86,674 shares; 2025Q1: 86,143 shares; 2025Q2: 81,407 shares 81,407 $6.06M 0.01% -4,736 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,379 shares; 2024Q4: 278,678 shares; 2025Q1: 288,375 shares; 2025Q2: 318,942 shares 318,942 $6.05M 0.01% +30,567 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,270 shares; 2024Q4: 22,204 shares; 2025Q1: 31,396 shares; 2025Q2: 29,708 shares 29,708 $6.05M 0.01% -1,688 Timeline NJUL 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: 114,531 shares; 2024Q4: 110,202 shares; 2025Q1: 84,991 shares; 2025Q2: 88,685 shares 88,685 $6.04M 0.01% +3,694 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,137 shares; 2024Q4: 166,882 shares; 2025Q1: 175,703 shares; 2025Q2: 199,514 shares 199,514 $6.02M 0.01% +23,811 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,488 shares; 2024Q4: 203,498 shares; 2025Q1: 185,755 shares; 2025Q2: 178,967 shares 178,967 $6.02M 0.01% -6,788 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,743 shares; 2024Q4: 368,145 shares; 2025Q1: 295,736 shares; 2025Q2: 294,006 shares 294,006 $6.01M 0.01% -1,730 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 25,783 shares; 2025Q1: 25,195 shares; 2025Q2: 21,005 shares 21,005 $6M 0.01% -4,190 Timeline PFFD 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: 357,275 shares; 2024Q4: 382,338 shares; 2025Q1: 339,030 shares; 2025Q2: 317,869 shares 317,869 $5.99M 0.01% -21,161 Timeline BOXX 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: 43,723 shares; 2024Q4: 51,264 shares; 2025Q1: 51,241 shares; 2025Q2: 53,116 shares 53,116 $5.99M 0.01% +1,875 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,983 shares; 2024Q4: 19,771 shares; 2025Q1: 18,832 shares; 2025Q2: 17,994 shares 17,994 $5.97M 0.01% -838 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,853 shares; 2024Q4: 32,153 shares; 2025Q1: 18,615 shares; 2025Q2: 16,930 shares 16,930 $5.93M 0.01% -1,685 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,620 shares; 2024Q4: 108,299 shares; 2025Q1: 134,582 shares; 2025Q2: 131,805 shares 131,805 $5.9M 0.01% -2,777 Timeline PJAN 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: 121,090 shares; 2024Q4: 123,080 shares; 2025Q1: 137,940 shares; 2025Q2: 133,496 shares 133,496 $5.88M 0.01% -4,444 Timeline AIRBNB INC CLASS A AIRBNB INC CLASS A More: the full row for AIRBNB INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,874,000 shares; 2025Q2: 6,108,000 shares 6,108,000 $5.88M 0.01% +1,234,000 XLSR 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: 91,031 shares; 2024Q4: 89,724 shares; 2025Q1: 90,240 shares; 2025Q2: 106,620 shares 106,620 $5.86M 0.01% +16,380 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,784 shares; 2024Q4: 54,554 shares; 2025Q1: 60,914 shares; 2025Q2: 59,583 shares 59,583 $5.85M 0.01% -1,331 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,447 shares; 2024Q4: 177,122 shares; 2025Q1: 227,210 shares; 2025Q2: 271,535 shares 271,535 $5.85M 0.01% +44,325 Timeline PMAR 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: 133,646 shares; 2024Q4: 124,999 shares; 2025Q1: 157,230 shares; 2025Q2: 137,896 shares 137,896 $5.82M 0.01% -19,334 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,886 shares; 2024Q4: 95,983 shares; 2025Q1: 86,648 shares; 2025Q2: 82,750 shares 82,750 $5.82M 0.01% -3,898 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,478 shares; 2024Q4: 15,123 shares; 2025Q1: 13,885 shares; 2025Q2: 14,284 shares 14,284 $5.81M 0.01% +399 SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,341 shares; 2024Q4: 224,623 shares; 2025Q1: 220,230 shares; 2025Q2: 222,792 shares 222,792 $5.8M 0.01% +2,562 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,451 shares; 2024Q4: 76,896 shares; 2025Q1: 45,653 shares; 2025Q2: 47,642 shares 47,642 $5.77M 0.01% +1,989 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,081 shares; 2024Q4: 107,830 shares; 2025Q1: 108,347 shares; 2025Q2: 106,047 shares 106,047 $5.76M 0.01% -2,300 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 12,756 shares; 2025Q1: 26,750 shares; 2025Q2: 28,972 shares 28,972 $5.73M 0.01% +2,222 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,657 shares; 2024Q4: 27,963 shares; 2025Q1: 29,971 shares; 2025Q2: 30,759 shares 30,759 $5.73M 0.01% +788 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,712 shares; 2024Q4: 18,145 shares; 2025Q1: 17,379 shares; 2025Q2: 16,262 shares 16,262 $5.71M 0.01% -1,117 FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,816 shares; 2024Q4: 155,011 shares; 2025Q1: 199,513 shares; 2025Q2: 138,348 shares 138,348 $5.69M 0.01% -61,165 Timeline UDEC 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: 24,216 shares; 2024Q4: 24,216 shares; 2025Q1: 68,228 shares; 2025Q2: 156,146 shares 156,146 $5.69M 0.01% +87,918 Timeline WCMI 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: not reported; 2024Q4: not reported; 2025Q1: 323,847 shares; 2025Q2: 356,995 shares 356,995 $5.68M 0.01% +33,148 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,552 shares; 2024Q4: 37,547 shares; 2025Q1: 40,044 shares; 2025Q2: 32,558 shares 32,558 $5.61M 0.01% -7,486 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,920 shares; 2024Q4: 164,564 shares; 2025Q1: 117,345 shares; 2025Q2: 113,978 shares 113,978 $5.6M 0.01% -3,367 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 7,547 shares; 2025Q1: 8,645 shares; 2025Q2: 35,778 shares 35,778 $5.58M 0.01% +27,133 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 12,746 shares; 2025Q1: 11,872 shares; 2025Q2: 11,419 shares 11,419 $5.58M 0.01% -453 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,884 shares; 2024Q4: 104,716 shares; 2025Q1: 100,611 shares; 2025Q2: 93,661 shares 93,661 $5.54M 0.01% -6,950 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,110 shares; 2024Q4: 37,687 shares; 2025Q1: 41,601 shares; 2025Q2: 45,441 shares 45,441 $5.53M 0.01% +3,840 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,647 shares; 2024Q4: 597,479 shares; 2025Q1: 445,789 shares; 2025Q2: 462,448 shares 462,448 $5.51M 0.01% +16,659 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,082 shares; 2024Q4: 44,879 shares; 2025Q1: 44,896 shares; 2025Q2: 44,522 shares 44,522 $5.5M 0.01% -374 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,158 shares; 2024Q4: 72,940 shares; 2025Q1: 110,940 shares; 2025Q2: 112,740 shares 112,740 $5.49M 0.01% +1,800 Timeline XDQQ 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: 76,664 shares; 2024Q4: 98,876 shares; 2025Q1: 188,132 shares; 2025Q2: 157,265 shares 157,265 $5.49M 0.01% -30,867 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 10,754 shares; 2025Q1: 10,994 shares; 2025Q2: 10,700 shares 10,700 $5.49M 0.01% -294 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,431 shares; 2025Q1: 3,430 shares; 2025Q2: 57,366 shares 57,366 $5.48M 0.01% +53,936 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,797 shares; 2024Q4: 586,617 shares; 2025Q1: 585,299 shares; 2025Q2: 580,411 shares 580,411 $5.46M 0.01% -4,888 Timeline PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 5,762,000 shares; 2025Q2: 5,762,000 shares 5,762,000 $5.45M 0.01% 0 PTNQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,265 shares 76,265 $5.44M 0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,231 shares; 2024Q4: 642,079 shares; 2025Q1: 462,225 shares; 2025Q2: 477,843 shares 477,843 $5.39M 0.01% +15,618 Timeline BUG 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: 133,344 shares; 2024Q4: 133,307 shares; 2025Q1: 139,588 shares; 2025Q2: 145,101 shares 145,101 $5.38M 0.01% +5,513 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,501 shares; 2024Q4: 168,582 shares; 2025Q1: 170,053 shares; 2025Q2: 168,310 shares 168,310 $5.38M 0.01% -1,743 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,531 shares; 2024Q4: 80,822 shares; 2025Q1: 83,475 shares; 2025Q2: 81,913 shares 81,913 $5.37M 0.01% -1,562 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,950 shares; 2024Q4: 129,085 shares; 2025Q1: 126,887 shares; 2025Q2: 124,838 shares 124,838 $5.36M 0.01% -2,049 Timeline FXI 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: 153,059 shares; 2024Q4: 153,271 shares; 2025Q1: 146,928 shares; 2025Q2: 145,595 shares 145,595 $5.35M 0.01% -1,333 Timeline USSH 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: 66,492 shares; 2025Q2: 105,417 shares 105,417 $5.34M 0.01% +38,925 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 3,306 shares; 2025Q1: 3,953 shares; 2025Q2: 36,352 shares 36,352 $5.27M 0.01% +32,399 Timeline ISTB 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: 274,619 shares; 2024Q4: 164,932 shares; 2025Q1: 122,671 shares; 2025Q2: 108,287 shares 108,287 $5.27M 0.01% -14,384 Timeline LSEQ HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,498 shares; 2024Q4: 175,670 shares; 2025Q1: 185,503 shares; 2025Q2: 187,224 shares 187,224 $5.27M 0.01% +1,721 Timeline FMB 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: 122,708 shares; 2024Q4: 113,486 shares; 2025Q1: 231,944 shares; 2025Q2: 105,634 shares 105,634 $5.26M 0.01% -126,310 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,105 shares; 2024Q4: 451,105 shares; 2025Q1: 441,095 shares; 2025Q2: 446,354 shares 446,354 $5.25M 0.01% +5,259 Timeline PINK 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: 77,280 shares; 2024Q4: 40,831 shares; 2025Q1: 172,222 shares; 2025Q2: 173,899 shares 173,899 $5.22M 0.01% +1,677 Timeline EWY 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: 72,662 shares 72,662 $5.22M 0.01% new Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376,702 shares; 2024Q4: 2,651,080 shares; 2025Q1: 1,406,972 shares; 2025Q2: 493,699 shares 493,699 $5.21M 0.01% -913,273 Timeline HEQT 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: 170,857 shares; 2024Q4: 301,468 shares; 2025Q1: 312,159 shares; 2025Q2: 172,812 shares 172,812 $5.19M 0.01% -139,347 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,995 shares; 2024Q4: 420,681 shares; 2025Q1: 417,946 shares; 2025Q2: 423,017 shares 423,017 $5.18M 0.01% +5,071 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,598 shares; 2024Q4: 102,972 shares; 2025Q1: 117,034 shares; 2025Q2: 139,386 shares 139,386 $5.15M 0.01% +22,352 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,912 shares; 2024Q4: 82,203 shares; 2025Q1: 92,069 shares; 2025Q2: 96,984 shares 96,984 $5.12M 0.01% +4,915 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,603 shares; 2024Q4: 161,985 shares; 2025Q1: 229,387 shares; 2025Q2: 93,832 shares 93,832 $5.11M 0.01% -135,555 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,411 shares; 2024Q4: 62,403 shares; 2025Q1: 68,640 shares; 2025Q2: 68,000 shares 68,000 $5.09M 0.01% -640 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,660 shares; 2024Q4: 191,988 shares; 2025Q1: 189,495 shares; 2025Q2: 168,102 shares 168,102 $5.07M 0.01% -21,393 Timeline EWS 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: 284,540 shares; 2024Q4: 272,960 shares; 2025Q1: 204,662 shares; 2025Q2: 195,170 shares 195,170 $5.07M 0.01% -9,492 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,830 shares; 2024Q4: 66,087 shares; 2025Q1: 69,836 shares; 2025Q2: 67,978 shares 67,978 $5.06M 0.01% -1,858 Timeline ICVT 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: 54,421 shares; 2024Q4: 53,975 shares; 2025Q1: 59,593 shares; 2025Q2: 56,016 shares 56,016 $5.05M 0.01% -3,577 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 28,485 shares; 2025Q1: 27,409 shares; 2025Q2: 27,718 shares 27,718 $5.04M 0.01% +309 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,444 shares; 2024Q4: 51,438 shares; 2025Q1: 21,821 shares; 2025Q2: 23,026 shares 23,026 $5.04M 0.01% +1,205 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,789 shares; 2024Q4: 363,966 shares; 2025Q1: 255,901 shares; 2025Q2: 206,599 shares 206,599 $5.02M 0.01% -49,302 Timeline WZRD ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 200,000 shares 200,000 $5.02M 0.01% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,394 shares; 2024Q4: 112,018 shares; 2025Q1: 99,834 shares; 2025Q2: 113,052 shares 113,052 $4.99M 0.01% +13,218 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: 157,935 shares; 2024Q4: 203,216 shares; 2025Q1: 219,129 shares; 2025Q2: 213,243 shares 213,243 $4.98M 0.01% -5,886 RBRK RUBRIK INC. More: the full row for RUBRIK 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: 22,880 shares; 2025Q1: 24,190 shares; 2025Q2: 55,369 shares 55,369 $4.96M 0.01% +31,179 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,035 shares; 2024Q4: 44,849 shares; 2025Q1: 39,052 shares; 2025Q2: 48,184 shares 48,184 $4.95M 0.01% +9,132 Timeline SITIO ROYALTIES CORP SITIO ROYALTIES CORP More: the full row for SITIO ROYALTIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,636 shares; 2024Q4: 276,734 shares; 2025Q1: 261,323 shares; 2025Q2: 268,739 shares 268,739 $4.94M 0.01% +7,416 VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,724 shares; 2024Q4: 290,910 shares; 2025Q1: 56,112 shares; 2025Q2: 54,737 shares 54,737 $4.93M 0.01% -1,375 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,675 shares; 2024Q4: 12,842 shares; 2025Q1: 10,895 shares; 2025Q2: 106,232 shares 106,232 $4.9M 0.01% +95,337 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,783 shares; 2024Q4: 15,200 shares; 2025Q1: 13,762 shares; 2025Q2: 13,019 shares 13,019 $4.88M 0.01% -743 Timeline IBTL 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: 125,213 shares; 2024Q4: 168,192 shares; 2025Q1: 238,210 shares; 2025Q2: 237,894 shares 237,894 $4.88M 0.01% -316 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,395 shares; 2024Q4: 51,040 shares; 2025Q1: 55,252 shares; 2025Q2: 61,194 shares 61,194 $4.86M 0.01% +5,942 Timeline SOLAREDGE TECHNOLOGIES INC SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES 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: 3,010,000 shares; 2025Q2: 5,006,000 shares 5,006,000 $4.85M 0.01% +1,996,000 PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,990 shares; 2024Q4: 85,639 shares; 2025Q1: 89,545 shares; 2025Q2: 84,261 shares 84,261 $4.84M 0.01% -5,284 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: 16,068 shares; 2025Q1: 15,545 shares; 2025Q2: 15,397 shares 15,397 $4.83M 0.01% -148 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,734 shares; 2024Q4: 514,169 shares; 2025Q1: 498,904 shares; 2025Q2: 459,137 shares 459,137 $4.8M 0.01% -39,767 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 22,360 shares; 2025Q1: 20,855 shares; 2025Q2: 17,254 shares 17,254 $4.77M 0.01% -3,601 Timeline LNWO LIGHT & WONDER INC More: the full row for LIGHT & WONDER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,803 shares; 2024Q4: 63,521 shares; 2025Q1: 55,136 shares; 2025Q2: 49,395 shares 49,395 $4.75M 0.01% -5,741 Timeline RINGCENTRAL INC RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 4,947,000 shares; 2025Q2: 4,947,000 shares 4,947,000 $4.74M 0.01% 0 ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,852 shares; 2024Q4: 40,002 shares; 2025Q1: 25,321 shares; 2025Q2: 29,301 shares 29,301 $4.74M 0.01% +3,980 Timeline DBB 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: 189,712 shares; 2024Q4: 269,300 shares; 2025Q1: 244,004 shares; 2025Q2: 244,004 shares 244,004 $4.73M 0.01% 0 Timeline GIGB 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: 65,382 shares; 2024Q4: 73,633 shares; 2025Q1: 69,124 shares; 2025Q2: 102,608 shares 102,608 $4.72M 0.01% +33,484 Timeline QEFA 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: 42,195 shares; 2024Q4: 43,958 shares; 2025Q1: 53,631 shares; 2025Q2: 55,275 shares 55,275 $4.72M 0.01% +1,644 Timeline BUFC 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: 84,139 shares; 2024Q4: 86,364 shares; 2025Q1: 134,355 shares; 2025Q2: 118,841 shares 118,841 $4.69M 0.01% -15,514 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,900 shares; 2024Q4: 111,795 shares; 2025Q1: 116,439 shares; 2025Q2: 128,701 shares 128,701 $4.69M 0.01% +12,262 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,891 shares; 2024Q4: 60,169 shares; 2025Q1: 60,370 shares; 2025Q2: 57,988 shares 57,988 $4.68M 0.01% -2,382 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,830 shares; 2024Q4: 110,187 shares; 2025Q1: 116,937 shares; 2025Q2: 114,992 shares 114,992 $4.68M 0.01% -1,945 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,386 shares; 2024Q4: 25,705 shares; 2025Q1: 41,049 shares; 2025Q2: 41,805 shares 41,805 $4.67M 0.01% +756 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 20,722 shares; 2025Q1: 32,801 shares; 2025Q2: 28,354 shares 28,354 $4.67M 0.01% -4,447 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,247 shares; 2024Q4: 191,082 shares; 2025Q1: 204,433 shares; 2025Q2: 190,774 shares 190,774 $4.67M 0.01% -13,659 Timeline EDV 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: 48,731 shares; 2024Q4: 50,025 shares; 2025Q1: 61,969 shares; 2025Q2: 69,325 shares 69,325 $4.67M 0.01% +7,356 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 30,947 shares; 2025Q1: 29,377 shares; 2025Q2: 29,175 shares 29,175 $4.66M 0.01% -202 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,801 shares; 2024Q4: 204,428 shares; 2025Q1: 138,978 shares; 2025Q2: 154,540 shares 154,540 $4.65M 0.01% +15,562 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,520 shares; 2024Q4: 107,500 shares; 2025Q1: 124,198 shares; 2025Q2: 160,235 shares 160,235 $4.62M 0.01% +36,037 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,503 shares; 2024Q4: 53,654 shares; 2025Q1: 50,739 shares; 2025Q2: 50,696 shares 50,696 $4.62M 0.01% -43 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,406 shares 37,406 $4.62M 0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,716 shares; 2024Q4: 293,952 shares; 2025Q1: 289,667 shares; 2025Q2: 298,312 shares 298,312 $4.61M 0.01% +8,645 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,197 shares; 2024Q4: 113,839 shares; 2025Q1: 119,866 shares; 2025Q2: 134,087 shares 134,087 $4.61M 0.01% +14,221 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,282 shares; 2024Q4: 230,986 shares; 2025Q1: 174,590 shares; 2025Q2: 67,838 shares 67,838 $4.61M 0.01% -106,752 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,618 shares; 2024Q4: 59,344 shares; 2025Q1: 59,714 shares; 2025Q2: 59,047 shares 59,047 $4.6M 0.01% -667 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,856 shares; 2024Q4: 41,153 shares; 2025Q1: 40,972 shares; 2025Q2: 40,633 shares 40,633 $4.58M 0.01% -339 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,574 shares; 2024Q4: 223,509 shares; 2025Q1: 223,955 shares; 2025Q2: 216,981 shares 216,981 $4.57M 0.01% -6,974 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,476 shares; 2024Q4: 32,093 shares; 2025Q1: 30,390 shares; 2025Q2: 29,587 shares 29,587 $4.56M 0.01% -803 Timeline ICSH 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: 80,814 shares; 2024Q4: 87,671 shares; 2025Q1: 81,090 shares; 2025Q2: 89,540 shares 89,540 $4.54M 0.01% +8,450 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,482 shares; 2024Q4: 233,502 shares; 2025Q1: 248,002 shares; 2025Q2: 218,593 shares 218,593 $4.54M 0.01% -29,409 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 11,487 shares; 2025Q1: 11,519 shares; 2025Q2: 12,484 shares 12,484 $4.52M 0.01% +965 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,046 shares; 2024Q4: 50,883 shares; 2025Q1: 52,075 shares; 2025Q2: 54,388 shares 54,388 $4.5M 0.01% +2,313 Timeline BMAR 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: 89,833 shares; 2024Q4: 89,623 shares; 2025Q1: 102,679 shares; 2025Q2: 91,322 shares 91,322 $4.48M 0.01% -11,357 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 12,410 shares; 2025Q1: 7,992 shares; 2025Q2: 8,349 shares 8,349 $4.48M 0.01% +357 Timeline SMIN 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: 41,583 shares; 2024Q4: 16,073 shares; 2025Q1: 14,006 shares; 2025Q2: 57,889 shares 57,889 $4.47M 0.01% +43,883 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 19,578 shares; 2025Q1: 17,291 shares; 2025Q2: 16,179 shares 16,179 $4.43M 0.01% -1,112 Timeline FMHI 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: 172,366 shares; 2024Q4: 154,193 shares; 2025Q1: 191,717 shares; 2025Q2: 94,508 shares 94,508 $4.41M 0.01% -97,209 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,890 shares; 2024Q4: 437,176 shares; 2025Q1: 436,914 shares; 2025Q2: 445,312 shares 445,312 $4.41M 0.01% +8,398 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,494 shares; 2024Q4: 120,518 shares; 2025Q1: 107,180 shares; 2025Q2: 116,746 shares 116,746 $4.41M 0.01% +9,566 Timeline IYG 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: 48,528 shares; 2024Q4: 52,367 shares; 2025Q1: 53,800 shares; 2025Q2: 51,375 shares 51,375 $4.4M 0.01% -2,425 Timeline USDU 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: 50,883 shares; 2024Q4: 223,911 shares; 2025Q1: 51,326 shares; 2025Q2: 170,411 shares 170,411 $4.39M 0.01% +119,085 Timeline EZU 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: 18,746 shares; 2024Q4: 20,864 shares; 2025Q1: 67,937 shares; 2025Q2: 73,822 shares 73,822 $4.39M 0.01% +5,885 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,428 shares; 2024Q4: 511,381 shares; 2025Q1: 497,819 shares; 2025Q2: 497,533 shares 497,533 $4.36M 0.01% -286 Timeline FDVV 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: 16,498 shares; 2024Q4: 22,698 shares; 2025Q1: 40,894 shares; 2025Q2: 83,540 shares 83,540 $4.35M 0.01% +42,646 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,142 shares; 2024Q4: 131,375 shares; 2025Q1: 179,683 shares; 2025Q2: 188,567 shares 188,567 $4.34M 0.01% +8,884 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,506 shares; 2024Q4: 146,066 shares; 2025Q1: 150,751 shares; 2025Q2: 151,555 shares 151,555 $4.34M 0.01% +804 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,545 shares; 2024Q4: 86,299 shares; 2025Q1: 40,171 shares; 2025Q2: 39,073 shares 39,073 $4.33M 0.01% -1,098 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,036 shares; 2024Q4: 513,119 shares; 2025Q1: 354,963 shares; 2025Q2: 360,211 shares 360,211 $4.3M 0.01% +5,248 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,082 shares; 2024Q4: 134,286 shares; 2025Q1: 77,714 shares; 2025Q2: 85,303 shares 85,303 $4.29M 0.01% +7,589 Timeline XBJL 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: 117,923 shares; 2024Q4: 117,923 shares; 2025Q1: 117,923 shares; 2025Q2: 118,135 shares 118,135 $4.25M 0.01% +212 Timeline FTSL 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: 84,632 shares; 2024Q4: 71,904 shares; 2025Q1: 97,566 shares; 2025Q2: 92,298 shares 92,298 $4.24M 0.01% -5,268 Timeline JHSC 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: 113,542 shares; 2024Q4: 112,075 shares; 2025Q1: 109,636 shares; 2025Q2: 108,391 shares 108,391 $4.23M 0.01% -1,245 Timeline SLVP 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: 17,269 shares; 2024Q4: 142,878 shares; 2025Q1: 184,153 shares; 2025Q2: 236,818 shares 236,818 $4.22M 0.01% +52,665 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,479 shares; 2024Q4: 37,004 shares; 2025Q1: 24,618 shares; 2025Q2: 24,888 shares 24,888 $4.2M 0.01% +270 Timeline EEMV 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: 65,878 shares; 2024Q4: 65,599 shares; 2025Q1: 65,178 shares; 2025Q2: 66,924 shares 66,924 $4.2M 0.01% +1,746 Timeline ACWV 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: 39,903 shares; 2024Q4: 36,193 shares; 2025Q1: 35,320 shares; 2025Q2: 35,379 shares 35,379 $4.19M 0.01% +59 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,286 shares; 2024Q4: 37,318 shares; 2025Q1: 34,816 shares; 2025Q2: 37,327 shares 37,327 $4.19M 0.01% +2,511 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 50,548 shares; 2025Q1: 48,024 shares; 2025Q2: 49,230 shares 49,230 $4.19M 0.01% +1,206 Timeline JCPI 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: 62,136 shares; 2025Q1: 77,740 shares; 2025Q2: 86,660 shares 86,660 $4.18M 0.01% +8,920 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,565 shares; 2024Q4: 105,369 shares; 2025Q1: 103,892 shares; 2025Q2: 89,197 shares 89,197 $4.18M 0.01% -14,695 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,438 shares; 2024Q4: 295,547 shares; 2025Q1: 305,980 shares; 2025Q2: 271,690 shares 271,690 $4.18M 0.01% -34,290 Timeline JAVA 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: 52,972 shares; 2024Q4: 54,024 shares; 2025Q1: 59,869 shares; 2025Q2: 63,749 shares 63,749 $4.18M 0.01% +3,880 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,824 shares; 2024Q4: 37,483 shares; 2025Q1: 36,617 shares; 2025Q2: 36,283 shares 36,283 $4.17M 0.01% -334 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,053 shares; 2024Q4: 105,229 shares; 2025Q1: 195,226 shares; 2025Q2: 189,788 shares 189,788 $4.17M 0.01% -5,438 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,401 shares; 2024Q4: 18,773 shares; 2025Q1: 19,520 shares; 2025Q2: 19,796 shares 19,796 $4.16M 0.01% +276 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 7,482 shares; 2025Q1: 12,528 shares; 2025Q2: 135,731 shares 135,731 $4.15M 0.01% +123,203 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,600 shares; 2024Q4: 69,983 shares; 2025Q1: 118,230 shares; 2025Q2: 112,874 shares 112,874 $4.15M 0.01% -5,356 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,456 shares; 2024Q4: 41,995 shares; 2025Q1: 40,170 shares; 2025Q2: 43,294 shares 43,294 $4.13M 0.01% +3,124 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,755 shares; 2024Q4: 72,186 shares; 2025Q1: 44,167 shares; 2025Q2: 42,080 shares 42,080 $4.12M 0.01% -2,087 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,029 shares; 2024Q4: 444,114 shares; 2025Q1: 342,179 shares; 2025Q2: 323,520 shares 323,520 $4.12M 0.01% -18,659 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,002 shares; 2024Q4: 66,164 shares; 2025Q1: 43,563 shares; 2025Q2: 48,803 shares 48,803 $4.11M 0.01% +5,240 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,869 shares; 2024Q4: 17,448 shares; 2025Q1: 17,734 shares; 2025Q2: 18,799 shares 18,799 $4.1M 0.01% +1,065 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 8,583 shares; 2025Q1: 8,089 shares; 2025Q2: 16,914 shares 16,914 $4.08M 0.01% +8,825 Timeline XDSQ 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: 18,188 shares; 2025Q1: 109,206 shares; 2025Q2: 109,206 shares 109,206 $4.08M 0.01% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,576 shares; 2024Q4: 93,692 shares; 2025Q1: 100,970 shares; 2025Q2: 96,756 shares 96,756 $4.08M 0.01% -4,214 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,264 shares; 2024Q4: 33,425 shares; 2025Q1: 35,366 shares; 2025Q2: 46,595 shares 46,595 $4.06M 0.01% +11,229 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,472 shares; 2024Q4: 94,081 shares; 2025Q1: 49,862 shares; 2025Q2: 40,187 shares 40,187 $4.06M 0.01% -9,675 Timeline FPX 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: 33,258 shares; 2024Q4: 32,259 shares; 2025Q1: 28,272 shares; 2025Q2: 27,945 shares 27,945 $4.05M 0.01% -327 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,190 shares; 2024Q4: 53,367 shares; 2025Q1: 53,387 shares; 2025Q2: 52,054 shares 52,054 $4.03M 0.01% -1,333 Timeline OILK 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: 103,229 shares; 2025Q1: 61,436 shares; 2025Q2: 99,918 shares 99,918 $4.02M 0.01% +38,482 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,922 shares; 2024Q4: 34,881 shares; 2025Q1: 84,372 shares; 2025Q2: 78,344 shares 78,344 $4.02M 0.01% -6,028 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,609 shares; 2024Q4: 117,804 shares; 2025Q1: 59,999 shares; 2025Q2: 49,243 shares 49,243 $4.01M 0.01% -10,756 Timeline ARKW 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: 13,349 shares; 2024Q4: 13,436 shares; 2025Q1: 12,692 shares; 2025Q2: 27,152 shares 27,152 $4.01M 0.01% +14,460 Timeline FIIG 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: 189,276 shares; 2024Q4: 181,751 shares; 2025Q1: 195,371 shares; 2025Q2: 190,901 shares 190,901 $4.01M 0.01% -4,470 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,621 shares; 2024Q4: 31,338 shares; 2025Q1: 46,346 shares; 2025Q2: 39,555 shares 39,555 $4M 0.01% -6,791 Timeline UNITY SOFTWARE INC UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 4,294,000 shares; 2025Q2: 4,294,000 shares 4,294,000 $3.99M 0.01% 0 TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD 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: 59,755 shares; 2025Q2: 68,110 shares 68,110 $3.99M 0.01% +8,355 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,432 shares; 2024Q4: 40,915 shares; 2025Q1: 33,027 shares; 2025Q2: 98,878 shares 98,878 $3.98M <0.01% +65,851 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,547 shares; 2024Q4: 122,700 shares; 2025Q1: 118,174 shares; 2025Q2: 117,435 shares 117,435 $3.97M <0.01% -739 Timeline PID 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: 188,849 shares; 2024Q4: 189,412 shares; 2025Q1: 191,121 shares; 2025Q2: 193,351 shares 193,351 $3.96M <0.01% +2,230 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,549 shares; 2024Q4: 19,705 shares; 2025Q1: 19,396 shares; 2025Q2: 18,953 shares 18,953 $3.96M <0.01% -443 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,725 shares; 2024Q4: 139,780 shares; 2025Q1: 133,945 shares; 2025Q2: 132,920 shares 132,920 $3.95M <0.01% -1,025 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 13,077 shares; 2025Q1: 11,977 shares; 2025Q2: 11,288 shares 11,288 $3.94M <0.01% -689 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404,151 shares; 2024Q4: 1,373,059 shares; 2025Q1: 1,389,057 shares; 2025Q2: 114,910 shares 114,910 $3.94M <0.01% -1,274,147 Timeline FREL 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: 135,885 shares; 2024Q4: 139,563 shares; 2025Q1: 144,443 shares; 2025Q2: 145,296 shares 145,296 $3.93M <0.01% +853 Timeline BDEC 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: 70,150 shares; 2024Q4: 89,646 shares; 2025Q1: 87,598 shares; 2025Q2: 86,803 shares 86,803 $3.92M <0.01% -795 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,877 shares; 2024Q4: 77,682 shares; 2025Q1: 52,285 shares; 2025Q2: 41,289 shares 41,289 $3.91M <0.01% -10,996 Timeline IBTO 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: 86,697 shares; 2024Q4: 115,311 shares; 2025Q1: 147,858 shares; 2025Q2: 159,409 shares 159,409 $3.91M <0.01% +11,551 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,634 shares; 2024Q4: 15,331 shares; 2025Q1: 13,163 shares; 2025Q2: 13,551 shares 13,551 $3.9M <0.01% +388 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,797 shares; 2024Q4: 51,278 shares; 2025Q1: 42,820 shares; 2025Q2: 44,437 shares 44,437 $3.9M <0.01% +1,617 Timeline NCL CORP LTD NCL CORP LTD More: the full row for NCL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,971,000 shares; 2025Q2: 3,971,000 shares 3,971,000 $3.9M <0.01% 0 EOCT 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: 9,135 shares; 2024Q4: 14,670 shares; 2025Q1: 135,190 shares; 2025Q2: 137,671 shares 137,671 $3.89M <0.01% +2,481 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: 24,493 shares; 2025Q1: 24,751 shares; 2025Q2: 23,872 shares 23,872 $3.88M <0.01% -879 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,264 shares; 2024Q4: 25,851 shares; 2025Q1: 22,410 shares; 2025Q2: 21,702 shares 21,702 $3.88M <0.01% -708 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,315 shares; 2024Q4: 25,280 shares; 2025Q1: 21,741 shares; 2025Q2: 19,045 shares 19,045 $3.87M <0.01% -2,696 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,680 shares; 2024Q4: 23,381 shares; 2025Q1: 22,164 shares; 2025Q2: 20,569 shares 20,569 $3.84M <0.01% -1,595 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,863 shares; 2024Q4: 75,531 shares; 2025Q1: 72,724 shares; 2025Q2: 118,290 shares 118,290 $3.84M <0.01% +45,566 Timeline FXO 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: 54,236 shares; 2024Q4: 63,395 shares; 2025Q1: 71,563 shares; 2025Q2: 68,289 shares 68,289 $3.83M <0.01% -3,274 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,519 shares; 2024Q4: 25,917 shares; 2025Q1: 26,836 shares; 2025Q2: 25,611 shares 25,611 $3.82M <0.01% -1,225 JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,313 shares; 2024Q4: 59,207 shares; 2025Q1: 58,680 shares; 2025Q2: 59,247 shares 59,247 $3.81M <0.01% +567 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,122 shares; 2024Q4: 297,826 shares; 2025Q1: 376,186 shares; 2025Q2: 367,936 shares 367,936 $3.8M <0.01% -8,250 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,066 shares; 2025Q2: 41,081 shares 41,081 $3.8M <0.01% +35,015 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,622 shares; 2024Q4: 24,704 shares; 2025Q1: 18,364 shares; 2025Q2: 18,155 shares 18,155 $3.8M <0.01% -209 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,979 shares; 2024Q4: 251,621 shares; 2025Q1: 255,177 shares; 2025Q2: 69,928 shares 69,928 $3.8M <0.01% -185,249 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,605 shares; 2024Q4: 27,924 shares; 2025Q1: 16,930 shares; 2025Q2: 16,855 shares 16,855 $3.79M <0.01% -75 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,524 shares; 2024Q4: 430,251 shares; 2025Q1: 430,488 shares; 2025Q2: 456,513 shares 456,513 $3.79M <0.01% +26,025 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,419 shares; 2024Q4: 14,325 shares; 2025Q1: 16,800 shares; 2025Q2: 17,876 shares 17,876 $3.77M <0.01% +1,076 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,307 shares; 2024Q4: 30,111 shares; 2025Q1: 26,138 shares; 2025Q2: 39,130 shares 39,130 $3.75M <0.01% +12,992 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 15,015 shares; 2025Q1: 14,580 shares; 2025Q2: 14,611 shares 14,611 $3.75M <0.01% +31 Timeline BRIDGEBIO PHARMA INC 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: not reported; 2024Q4: not reported; 2025Q1: 4,014,000 shares; 2025Q2: 4,014,000 shares 4,014,000 $3.74M <0.01% 0 IVLU 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: 73,069 shares; 2024Q4: 75,690 shares; 2025Q1: 86,646 shares; 2025Q2: 113,674 shares 113,674 $3.74M <0.01% +27,028 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,077 shares; 2024Q4: 76,640 shares; 2025Q1: 73,865 shares; 2025Q2: 71,596 shares 71,596 $3.73M <0.01% -2,269 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,380 shares; 2024Q4: 37,074 shares; 2025Q1: 33,116 shares; 2025Q2: 32,627 shares 32,627 $3.72M <0.01% -489 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,304 shares; 2024Q4: 39,330 shares; 2025Q1: 41,415 shares; 2025Q2: 41,712 shares 41,712 $3.72M <0.01% +297 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,344 shares; 2024Q4: 178,718 shares; 2025Q1: 168,062 shares; 2025Q2: 175,795 shares 175,795 $3.72M <0.01% +7,733 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,108 shares; 2024Q4: 54,629 shares; 2025Q1: 52,506 shares; 2025Q2: 46,220 shares 46,220 $3.72M <0.01% -6,286 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,448 shares; 2024Q4: 25,306 shares; 2025Q1: 44,314 shares; 2025Q2: 62,001 shares 62,001 $3.7M <0.01% +17,687 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,893 shares; 2024Q4: 8,468 shares; 2025Q1: 8,978 shares; 2025Q2: 8,206 shares 8,206 $3.7M <0.01% -772 Timeline GVI 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: 41,281 shares; 2024Q4: 41,557 shares; 2025Q1: 42,396 shares; 2025Q2: 34,521 shares 34,521 $3.69M <0.01% -7,875 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,669 shares; 2024Q4: 62,347 shares; 2025Q1: 25,089 shares; 2025Q2: 26,233 shares 26,233 $3.68M <0.01% +1,144 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,069 shares; 2024Q4: 134,170 shares; 2025Q1: 129,806 shares; 2025Q2: 146,726 shares 146,726 $3.67M <0.01% +16,920 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,649 shares; 2024Q4: 15,142 shares; 2025Q1: 41,906 shares; 2025Q2: 20,616 shares 20,616 $3.67M <0.01% -21,290 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,054 shares; 2024Q4: 47,423 shares; 2025Q1: 39,265 shares; 2025Q2: 53,341 shares 53,341 $3.67M <0.01% +14,076 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,400 shares; 2024Q4: 165,145 shares; 2025Q1: 170,825 shares; 2025Q2: 178,477 shares 178,477 $3.66M <0.01% +7,652 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,401 shares; 2024Q4: 18,159 shares; 2025Q1: 18,142 shares; 2025Q2: 33,873 shares 33,873 $3.65M <0.01% +15,731 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 12,956 shares; 2025Q1: 12,990 shares; 2025Q2: 12,870 shares 12,870 $3.65M <0.01% -120 Timeline DES 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: 85,811 shares; 2024Q4: 86,053 shares; 2025Q1: 112,903 shares; 2025Q2: 114,661 shares 114,661 $3.64M <0.01% +1,758 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,666 shares; 2024Q4: 93,677 shares; 2025Q1: 100,252 shares; 2025Q2: 49,578 shares 49,578 $3.64M <0.01% -50,674 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,701 shares; 2024Q4: 35,173 shares; 2025Q1: 33,320 shares; 2025Q2: 34,091 shares 34,091 $3.63M <0.01% +771 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,348 shares; 2024Q4: 370,813 shares; 2025Q1: 395,919 shares; 2025Q2: 632,235 shares 632,235 $3.62M <0.01% +236,316 Timeline FYX 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: 39,486 shares; 2024Q4: 38,454 shares; 2025Q1: 37,725 shares; 2025Q2: 37,219 shares 37,219 $3.62M <0.01% -506 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,356 shares; 2024Q4: 60,000 shares; 2025Q1: 60,361 shares; 2025Q2: 60,361 shares 60,361 $3.61M <0.01% 0 Timeline SCHJ 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: 81,161 shares; 2024Q4: 145,245 shares; 2025Q1: 144,534 shares; 2025Q2: 145,439 shares 145,439 $3.61M <0.01% +905 Timeline ISCF 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: 376,697 shares; 2024Q4: 372,723 shares; 2025Q1: 91,585 shares; 2025Q2: 93,017 shares 93,017 $3.61M <0.01% +1,432 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,447 shares; 2024Q4: 67,308 shares; 2025Q1: 68,420 shares; 2025Q2: 69,388 shares 69,388 $3.6M <0.01% +968 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,712 shares; 2024Q4: 61,453 shares; 2025Q1: 74,703 shares; 2025Q2: 84,856 shares 84,856 $3.6M <0.01% +10,153 Timeline CGW 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: 57,162 shares; 2024Q4: 57,125 shares; 2025Q1: 54,292 shares; 2025Q2: 57,584 shares 57,584 $3.6M <0.01% +3,292 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,873 shares; 2024Q4: 21,034 shares; 2025Q1: 29,051 shares; 2025Q2: 29,721 shares 29,721 $3.6M <0.01% +670 Timeline CRTO CRITEO S A More: the full row for CRITEO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,654 shares; 2024Q4: 182,578 shares; 2025Q1: 166,292 shares; 2025Q2: 150,054 shares 150,054 $3.6M <0.01% -16,238 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,596 shares; 2024Q4: 257,959 shares; 2025Q1: 254,340 shares; 2025Q2: 237,619 shares 237,619 $3.59M <0.01% -16,721 Timeline RDIV 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: 93,958 shares; 2024Q4: 95,146 shares; 2025Q1: 95,328 shares; 2025Q2: 74,950 shares 74,950 $3.59M <0.01% -20,378 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,504 shares; 2024Q4: 26,405 shares; 2025Q1: 26,269 shares; 2025Q2: 25,155 shares 25,155 $3.58M <0.01% -1,114 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,699 shares; 2024Q4: 30,375 shares; 2025Q1: 22,549 shares; 2025Q2: 23,723 shares 23,723 $3.57M <0.01% +1,174 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,404 shares; 2024Q4: 217,311 shares; 2025Q1: 145,532 shares; 2025Q2: 195,168 shares 195,168 $3.57M <0.01% +49,636 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,714 shares; 2024Q4: 101,573 shares; 2025Q1: 99,814 shares; 2025Q2: 95,978 shares 95,978 $3.56M <0.01% -3,836 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,773 shares; 2024Q4: 289,159 shares; 2025Q1: 131,344 shares; 2025Q2: 131,374 shares 131,374 $3.56M <0.01% +30 Timeline KCE 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: 21,393 shares; 2024Q4: 23,010 shares; 2025Q1: 24,578 shares; 2025Q2: 24,583 shares 24,583 $3.56M <0.01% +5 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,078 shares; 2024Q4: 136,430 shares; 2025Q1: 113,335 shares; 2025Q2: 60,874 shares 60,874 $3.55M <0.01% -52,461 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,181 shares; 2024Q4: 153,645 shares; 2025Q1: 112,071 shares; 2025Q2: 105,716 shares 105,716 $3.54M <0.01% -6,355 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,058 shares; 2024Q4: 46,914 shares; 2025Q1: 55,790 shares; 2025Q2: 70,713 shares 70,713 $3.54M <0.01% +14,923 Timeline SPTL 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: 137,344 shares; 2024Q4: 127,571 shares; 2025Q1: 134,312 shares; 2025Q2: 133,109 shares 133,109 $3.54M <0.01% -1,203 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 6,509 shares; 2025Q1: 4,941 shares; 2025Q2: 24,666 shares 24,666 $3.53M <0.01% +19,725 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,100 shares; 2024Q4: 91,071 shares; 2025Q1: 82,574 shares; 2025Q2: 72,657 shares 72,657 $3.51M <0.01% -9,917 Timeline CMF 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: 33,276 shares; 2024Q4: 42,746 shares; 2025Q1: 54,493 shares; 2025Q2: 62,835 shares 62,835 $3.5M <0.01% +8,342 Timeline HEFA 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: 161,587 shares; 2024Q4: 160,619 shares; 2025Q1: 182,135 shares; 2025Q2: 92,103 shares 92,103 $3.5M <0.01% -90,032 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,596 shares; 2024Q4: 30,853 shares; 2025Q1: 31,618 shares; 2025Q2: 33,715 shares 33,715 $3.5M <0.01% +2,097 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,908 shares; 2024Q4: 45,132 shares; 2025Q1: 48,495 shares; 2025Q2: 68,208 shares 68,208 $3.48M <0.01% +19,713 Timeline OKTA INC 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: not reported; 2024Q4: not reported; 2025Q1: 3,645,000 shares; 2025Q2: 3,645,000 shares 3,645,000 $3.48M <0.01% 0 GBFH GBANK FINL HLDGS INC More: the full row for GBANK FINL HLDGS 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: 98,151 shares 98,151 $3.48M <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,863 shares; 2024Q4: 20,976 shares; 2025Q1: 19,424 shares; 2025Q2: 21,412 shares 21,412 $3.48M <0.01% +1,988 Timeline IMCB 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: 45,129 shares; 2024Q4: 45,714 shares; 2025Q1: 43,591 shares; 2025Q2: 43,592 shares 43,592 $3.47M <0.01% +1 Timeline JNK 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: 35,059 shares; 2024Q4: 69,398 shares; 2025Q1: 47,490 shares; 2025Q2: 35,678 shares 35,678 $3.47M <0.01% -11,812 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,583 shares; 2024Q4: 111,552 shares; 2025Q1: 104,223 shares; 2025Q2: 105,935 shares 105,935 $3.46M <0.01% +1,712 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,187 shares; 2024Q4: 40,701 shares; 2025Q1: 37,016 shares; 2025Q2: 37,178 shares 37,178 $3.45M <0.01% +162 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,062 shares; 2024Q4: 169,246 shares; 2025Q1: 122,644 shares; 2025Q2: 109,750 shares 109,750 $3.45M <0.01% -12,894 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,408 shares; 2024Q4: 32,494 shares; 2025Q1: 37,528 shares; 2025Q2: 40,605 shares 40,605 $3.44M <0.01% +3,077 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,715 shares 95,715 $3.42M <0.01% new Timeline QTJL 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: 95,607 shares; 2024Q4: 95,607 shares; 2025Q1: 95,607 shares; 2025Q2: 95,607 shares 95,607 $3.42M <0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,304 shares; 2024Q4: 83,157 shares; 2025Q1: 98,108 shares; 2025Q2: 106,748 shares 106,748 $3.42M <0.01% +8,640 Timeline BFEB 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: 66,639 shares; 2024Q4: 64,698 shares; 2025Q1: 71,634 shares; 2025Q2: 76,416 shares 76,416 $3.41M <0.01% +4,782 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,373 shares; 2024Q4: 387,369 shares; 2025Q1: 402,691 shares; 2025Q2: 175,546 shares 175,546 $3.41M <0.01% -227,145 Timeline VAW 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: 11,956 shares; 2024Q4: 14,484 shares; 2025Q1: 17,375 shares; 2025Q2: 17,492 shares 17,492 $3.41M <0.01% +117 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,888 shares 125,888 $3.41M <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,294 shares; 2024Q4: 80,577 shares; 2025Q1: 100,485 shares; 2025Q2: 92,406 shares 92,406 $3.4M <0.01% -8,079 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,109 shares; 2024Q4: 52,240 shares; 2025Q1: 47,898 shares; 2025Q2: 49,729 shares 49,729 $3.37M <0.01% +1,831 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,128 shares; 2024Q4: 22,939 shares; 2025Q1: 16,020 shares; 2025Q2: 15,421 shares 15,421 $3.36M <0.01% -599 Timeline EWN 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: 77,769 shares; 2024Q4: 78,036 shares; 2025Q1: 57,555 shares; 2025Q2: 61,381 shares 61,381 $3.35M <0.01% +3,826 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,572 shares; 2024Q4: 37,184 shares; 2025Q1: 37,743 shares; 2025Q2: 39,223 shares 39,223 $3.33M <0.01% +1,480 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,652 shares; 2024Q4: 33,014 shares; 2025Q1: 33,185 shares; 2025Q2: 32,814 shares 32,814 $3.32M <0.01% -371 Timeline ISCG 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: 44,107 shares; 2024Q4: 44,442 shares; 2025Q1: 44,483 shares; 2025Q2: 66,711 shares 66,711 $3.32M <0.01% +22,228 Timeline GSEW 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: 34,651 shares; 2024Q4: 34,342 shares; 2025Q1: 34,142 shares; 2025Q2: 40,586 shares 40,586 $3.31M <0.01% +6,444 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 12,168 shares; 2025Q1: 13,730 shares; 2025Q2: 15,509 shares 15,509 $3.3M <0.01% +1,779 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 7,703 shares; 2025Q1: 7,122 shares; 2025Q2: 6,416 shares 6,416 $3.29M <0.01% -706 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 10,740 shares; 2025Q1: 11,580 shares; 2025Q2: 11,941 shares 11,941 $3.29M <0.01% +361 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,974 shares; 2024Q4: 22,296 shares; 2025Q1: 22,228 shares; 2025Q2: 29,648 shares 29,648 $3.28M <0.01% +7,420 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,173 shares; 2024Q4: 22,280 shares; 2025Q1: 22,566 shares; 2025Q2: 23,639 shares 23,639 $3.27M <0.01% +1,073 SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,650 shares; 2025Q1: 65,969 shares; 2025Q2: 66,411 shares 66,411 $3.25M <0.01% +442 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,229 shares; 2024Q4: 25,572 shares; 2025Q1: 25,212 shares; 2025Q2: 29,193 shares 29,193 $3.25M <0.01% +3,981 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,813 shares; 2025Q2: 42,904 shares 42,904 $3.24M <0.01% +34,091 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,601 shares; 2024Q4: 105,174 shares; 2025Q1: 153,025 shares; 2025Q2: 136,747 shares 136,747 $3.24M <0.01% -16,278 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 23,688 shares; 2025Q1: 13,848 shares; 2025Q2: 27,726 shares 27,726 $3.24M <0.01% +13,878 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,847 shares; 2024Q4: 29,514 shares; 2025Q1: 28,730 shares; 2025Q2: 90,336 shares 90,336 $3.23M <0.01% +61,606 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,388 shares; 2024Q4: 56,055 shares; 2025Q1: 51,530 shares; 2025Q2: 69,075 shares 69,075 $3.23M <0.01% +17,545 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,407 shares; 2024Q4: 142,065 shares; 2025Q1: 110,826 shares; 2025Q2: 89,332 shares 89,332 $3.21M <0.01% -21,494 Timeline PTRB 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: 67,954 shares; 2024Q4: 83,954 shares; 2025Q1: 82,634 shares; 2025Q2: 76,730 shares 76,730 $3.21M <0.01% -5,904 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,333 shares; 2024Q4: 175,866 shares; 2025Q1: 192,143 shares; 2025Q2: 183,087 shares 183,087 $3.21M <0.01% -9,056 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,915 shares; 2024Q4: 22,849 shares; 2025Q1: 44,719 shares; 2025Q2: 44,342 shares 44,342 $3.2M <0.01% -377 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,206 shares; 2025Q1: 4,136 shares; 2025Q2: 4,375 shares 4,375 $3.2M <0.01% +239 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,229 shares; 2024Q4: 163,281 shares; 2025Q1: 158,023 shares; 2025Q2: 152,056 shares 152,056 $3.2M <0.01% -5,967 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,348 shares; 2024Q4: 151,670 shares; 2025Q1: 254,881 shares; 2025Q2: 229,101 shares 229,101 $3.19M <0.01% -25,780 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,474 shares; 2024Q4: 202,352 shares; 2025Q1: 184,483 shares; 2025Q2: 175,327 shares 175,327 $3.19M <0.01% -9,156 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,952 shares; 2024Q4: 64,877 shares; 2025Q1: 52,647 shares; 2025Q2: 47,127 shares 47,127 $3.18M <0.01% -5,520 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 30,479 shares; 2025Q2: 118,769 shares 118,769 $3.18M <0.01% +88,290 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,275 shares; 2024Q4: 256,087 shares; 2025Q1: 74,776 shares; 2025Q2: 39,523 shares 39,523 $3.17M <0.01% -35,253 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,795 shares; 2024Q4: 362,685 shares; 2025Q1: 341,182 shares; 2025Q2: 305,783 shares 305,783 $3.17M <0.01% -35,399 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,739 shares; 2024Q4: 319,458 shares; 2025Q1: 319,086 shares; 2025Q2: 326,116 shares 326,116 $3.17M <0.01% +7,030 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,413 shares; 2024Q4: 39,277 shares; 2025Q1: 45,690 shares; 2025Q2: 40,645 shares 40,645 $3.17M <0.01% -5,045 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,873 shares; 2024Q4: 75,301 shares; 2025Q1: 56,768 shares; 2025Q2: 53,968 shares 53,968 $3.16M <0.01% -2,800 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,898 shares; 2024Q4: 278,460 shares; 2025Q1: 242,690 shares; 2025Q2: 295,370 shares 295,370 $3.15M <0.01% +52,680 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,728 shares; 2024Q4: 75,119 shares; 2025Q1: 80,998 shares; 2025Q2: 71,382 shares 71,382 $3.15M <0.01% -9,616 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,598 shares; 2024Q4: 34,594 shares; 2025Q1: 41,776 shares; 2025Q2: 31,390 shares 31,390 $3.14M <0.01% -10,386 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,107 shares; 2024Q4: 34,917 shares; 2025Q1: 33,167 shares; 2025Q2: 53,560 shares 53,560 $3.14M <0.01% +20,393 Timeline XBOC 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: 96,792 shares; 2025Q1: 101,839 shares; 2025Q2: 98,460 shares 98,460 $3.14M <0.01% -3,379 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,265 shares; 2024Q4: 169,270 shares; 2025Q1: 188,127 shares; 2025Q2: 188,149 shares 188,149 $3.13M <0.01% +22 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 224,933 shares; 2025Q1: 224,964 shares; 2025Q2: 224,964 shares 224,964 $3.13M <0.01% 0 Timeline JHML 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: 18,663 shares; 2024Q4: 23,369 shares; 2025Q1: 26,489 shares; 2025Q2: 42,588 shares 42,588 $3.12M <0.01% +16,099 Timeline IBDY 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: 71,313 shares; 2024Q4: 92,415 shares; 2025Q1: 100,116 shares; 2025Q2: 120,584 shares 120,584 $3.12M <0.01% +20,468 Timeline BAUG 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: 86,087 shares; 2024Q4: 85,046 shares; 2025Q1: 84,186 shares; 2025Q2: 67,606 shares 67,606 $3.11M <0.01% -16,580 Timeline BJUN 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: 75,453 shares; 2024Q4: 75,153 shares; 2025Q1: 71,560 shares; 2025Q2: 71,067 shares 71,067 $3.11M <0.01% -493 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,318 shares; 2024Q4: 131,078 shares; 2025Q1: 125,509 shares; 2025Q2: 118,594 shares 118,594 $3.1M <0.01% -6,915 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,087 shares; 2024Q4: 32,682 shares; 2025Q1: 36,460 shares; 2025Q2: 32,274 shares 32,274 $3.1M <0.01% -4,186 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,586 shares; 2024Q4: 36,200 shares; 2025Q1: 31,860 shares; 2025Q2: 32,622 shares 32,622 $3.1M <0.01% +762 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,458 shares; 2024Q4: 15,555 shares; 2025Q1: 15,261 shares; 2025Q2: 17,425 shares 17,425 $3.08M <0.01% +2,164 Timeline EUDG 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: 34,743 shares; 2024Q4: 41,365 shares; 2025Q1: 59,632 shares; 2025Q2: 88,427 shares 88,427 $3.08M <0.01% +28,795 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 10,677 shares; 2025Q1: 7,064 shares; 2025Q2: 5,577 shares 5,577 $3.07M <0.01% -1,487 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,922 shares; 2024Q4: 12,788 shares; 2025Q1: 12,607 shares; 2025Q2: 12,912 shares 12,912 $3.06M <0.01% +305 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,978 shares; 2024Q4: 561,585 shares; 2025Q1: 544,056 shares; 2025Q2: 510,540 shares 510,540 $3.06M <0.01% -33,516 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,531 shares; 2024Q4: 32,830 shares; 2025Q1: 31,444 shares; 2025Q2: 41,158 shares 41,158 $3.06M <0.01% +9,714 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,248 shares; 2024Q4: 94,524 shares; 2025Q1: 104,580 shares; 2025Q2: 107,097 shares 107,097 $3.05M <0.01% +2,517 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,612 shares; 2024Q4: 37,244 shares; 2025Q1: 34,336 shares; 2025Q2: 27,723 shares 27,723 $3.05M <0.01% -6,613 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,064 shares; 2024Q4: 47,216 shares; 2025Q1: 42,585 shares; 2025Q2: 39,844 shares 39,844 $3.03M <0.01% -2,741 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,443 shares; 2024Q4: 55,844 shares; 2025Q1: 56,165 shares; 2025Q2: 32,347 shares 32,347 $3.02M <0.01% -23,818 Timeline DGRE 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: 78,177 shares; 2025Q1: 104,616 shares; 2025Q2: 109,608 shares 109,608 $3.02M <0.01% +4,992 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,342 shares; 2024Q4: 43,253 shares; 2025Q1: 43,647 shares; 2025Q2: 42,128 shares 42,128 $3M <0.01% -1,519 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,577 shares; 2024Q4: 106,077 shares; 2025Q1: 153,056 shares; 2025Q2: 145,896 shares 145,896 $2.99M <0.01% -7,160 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,818 shares; 2024Q4: 47,340 shares; 2025Q1: 48,681 shares; 2025Q2: 43,523 shares 43,523 $2.99M <0.01% -5,158 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 11,187 shares; 2025Q1: 10,803 shares; 2025Q2: 9,724 shares 9,724 $2.98M <0.01% -1,079 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,481 shares; 2024Q4: 30,329 shares; 2025Q1: 30,121 shares; 2025Q2: 30,215 shares 30,215 $2.98M <0.01% +94 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,546 shares; 2024Q4: 39,592 shares; 2025Q1: 41,278 shares; 2025Q2: 43,742 shares 43,742 $2.98M <0.01% +2,464 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,816 shares; 2024Q4: 13,806 shares; 2025Q1: 19,259 shares; 2025Q2: 47,842 shares 47,842 $2.97M <0.01% +28,583 Timeline GMOV 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: 105,418 shares; 2025Q2: 117,557 shares 117,557 $2.97M <0.01% +12,139 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,087 shares; 2024Q4: 66,135 shares; 2025Q1: 66,169 shares; 2025Q2: 67,832 shares 67,832 $2.97M <0.01% +1,663 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,738 shares; 2024Q4: 112,684 shares; 2025Q1: 123,280 shares; 2025Q2: 124,419 shares 124,419 $2.97M <0.01% +1,139 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,172 shares; 2024Q4: 30,707 shares; 2025Q1: 60,640 shares; 2025Q2: 63,705 shares 63,705 $2.96M <0.01% +3,065 Timeline FENI 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: 22,808 shares; 2024Q4: 21,902 shares; 2025Q1: 28,123 shares; 2025Q2: 89,038 shares 89,038 $2.96M <0.01% +60,915 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,681 shares; 2024Q4: 177,803 shares; 2025Q1: 178,068 shares; 2025Q2: 169,881 shares 169,881 $2.96M <0.01% -8,187 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,724 shares; 2024Q4: 61,820 shares; 2025Q1: 58,647 shares; 2025Q2: 76,552 shares 76,552 $2.96M <0.01% +17,905 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,915 shares; 2024Q4: 42,811 shares; 2025Q1: 48,407 shares; 2025Q2: 49,489 shares 49,489 $2.95M <0.01% +1,082 Timeline FBT 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: 16,360 shares; 2024Q4: 12,702 shares; 2025Q1: 14,630 shares; 2025Q2: 18,275 shares 18,275 $2.95M <0.01% +3,645 Timeline GXC 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: 35,293 shares; 2025Q2: 33,599 shares 33,599 $2.94M <0.01% -1,694 Timeline BSEP 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: 53,316 shares; 2024Q4: 53,206 shares; 2025Q1: 66,233 shares; 2025Q2: 64,975 shares 64,975 $2.93M <0.01% -1,258 Timeline ENPHASE ENERGY INC ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY 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: 3,613,000 shares; 2025Q2: 3,613,000 shares 3,613,000 $2.93M <0.01% 0 KJAN 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: 77,274 shares; 2024Q4: 83,861 shares; 2025Q1: 100,318 shares; 2025Q2: 78,204 shares 78,204 $2.93M <0.01% -22,114 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,188 shares; 2024Q4: 44,381 shares; 2025Q1: 47,885 shares; 2025Q2: 46,829 shares 46,829 $2.92M <0.01% -1,056 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,184 shares; 2024Q4: 198,703 shares; 2025Q1: 178,458 shares; 2025Q2: 181,993 shares 181,993 $2.92M <0.01% +3,535 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 8,376 shares; 2025Q1: 7,823 shares; 2025Q2: 7,582 shares 7,582 $2.92M <0.01% -241 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,360 shares; 2024Q4: 81,659 shares; 2025Q1: 101,050 shares; 2025Q2: 96,290 shares 96,290 $2.91M <0.01% -4,760 Timeline VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: not reported; 2025Q1: 6,989 shares; 2025Q2: 76,374 shares 76,374 $2.91M <0.01% +69,385 LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,701 shares; 2024Q4: 750,542 shares; 2025Q1: 714,836 shares; 2025Q2: 684,657 shares 684,657 $2.91M <0.01% -30,179 Timeline EJAN 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: 118,719 shares; 2024Q4: 61,046 shares; 2025Q1: 89,411 shares; 2025Q2: 90,763 shares 90,763 $2.91M <0.01% +1,352 Timeline IBTK 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: 110,701 shares; 2024Q4: 136,936 shares; 2025Q1: 142,803 shares; 2025Q2: 145,363 shares 145,363 $2.88M <0.01% +2,560 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,284 shares; 2024Q4: 207,752 shares; 2025Q1: 167,047 shares; 2025Q2: 57,906 shares 57,906 $2.87M <0.01% -109,141 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD 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: 66,554 shares 66,554 $2.87M <0.01% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,026 shares; 2024Q4: 59,123 shares; 2025Q1: 56,687 shares; 2025Q2: 57,107 shares 57,107 $2.87M <0.01% +420 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,708 shares; 2024Q4: 31,666 shares; 2025Q1: 30,364 shares; 2025Q2: 35,723 shares 35,723 $2.85M <0.01% +5,359 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,132 shares; 2024Q4: 96,081 shares; 2025Q1: 110,345 shares; 2025Q2: 127,828 shares 127,828 $2.85M <0.01% +17,483 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 8,472 shares; 2025Q1: 8,469 shares; 2025Q2: 8,469 shares 8,469 $2.85M <0.01% 0 CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,238 shares; 2024Q4: 14,116 shares; 2025Q1: 16,040 shares; 2025Q2: 16,338 shares 16,338 $2.85M <0.01% +298 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,354 shares; 2024Q4: 23,551 shares; 2025Q1: 34,705 shares; 2025Q2: 37,506 shares 37,506 $2.85M <0.01% +2,801 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,509 shares; 2024Q4: 126,356 shares; 2025Q1: 103,862 shares; 2025Q2: 114,487 shares 114,487 $2.84M <0.01% +10,625 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,365 shares; 2024Q4: 24,396 shares; 2025Q1: 25,998 shares; 2025Q2: 26,254 shares 26,254 $2.83M <0.01% +256 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,593 shares; 2024Q4: 38,411 shares; 2025Q1: 95,207 shares; 2025Q2: 105,160 shares 105,160 $2.83M <0.01% +9,953 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,895 shares; 2024Q4: 14,763 shares; 2025Q1: 17,214 shares; 2025Q2: 16,092 shares 16,092 $2.82M <0.01% -1,122 Timeline VTWV 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: 21,532 shares; 2024Q4: 21,204 shares; 2025Q1: 20,345 shares; 2025Q2: 20,180 shares 20,180 $2.81M <0.01% -165 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,819 shares; 2024Q4: 54,457 shares; 2025Q1: 59,983 shares; 2025Q2: 63,705 shares 63,705 $2.81M <0.01% +3,722 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,067 shares; 2024Q4: 3,179 shares; 2025Q1: 11,217 shares; 2025Q2: 18,122 shares 18,122 $2.8M <0.01% +6,905 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: 11,369 shares; 2025Q1: 7,711 shares; 2025Q2: 28,045 shares 28,045 $2.79M <0.01% +20,334 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,764 shares; 2024Q4: 163,657 shares; 2025Q1: 165,301 shares; 2025Q2: 62,354 shares 62,354 $2.79M <0.01% -102,947 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,513 shares; 2024Q4: 138,318 shares; 2025Q1: 144,179 shares; 2025Q2: 144,125 shares 144,125 $2.78M <0.01% -54 Timeline GOVT 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: 454,882 shares; 2024Q4: 494,740 shares; 2025Q1: 127,444 shares; 2025Q2: 121,013 shares 121,013 $2.78M <0.01% -6,431 Timeline EWD 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: 59,537 shares; 2024Q4: 60,326 shares; 2025Q1: 56,236 shares; 2025Q2: 60,751 shares 60,751 $2.78M <0.01% +4,515 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,599 shares; 2024Q4: 98,008 shares; 2025Q1: 103,505 shares; 2025Q2: 71,789 shares 71,789 $2.78M <0.01% -31,716 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,181 shares; 2024Q4: 29,531 shares; 2025Q1: 28,713 shares; 2025Q2: 26,010 shares 26,010 $2.76M <0.01% -2,703 Timeline SCHI 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: 40,209 shares; 2024Q4: 107,808 shares; 2025Q1: 119,451 shares; 2025Q2: 121,243 shares 121,243 $2.76M <0.01% +1,792 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,579 shares; 2024Q4: 67,484 shares; 2025Q1: 124,499 shares; 2025Q2: 108,674 shares 108,674 $2.76M <0.01% -15,825 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,128 shares; 2024Q4: 84,177 shares; 2025Q1: 36,615 shares; 2025Q2: 33,114 shares 33,114 $2.75M <0.01% -3,501 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,641 shares; 2024Q4: 43,347 shares; 2025Q1: 57,605 shares; 2025Q2: 37,637 shares 37,637 $2.75M <0.01% -19,968 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,292 shares; 2024Q4: 289,319 shares; 2025Q1: 261,324 shares; 2025Q2: 140,474 shares 140,474 $2.75M <0.01% -120,850 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 28,558 shares; 2025Q1: 31,186 shares; 2025Q2: 34,612 shares 34,612 $2.75M <0.01% +3,426 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,386 shares; 2024Q4: 36,002 shares; 2025Q1: 43,308 shares; 2025Q2: 45,173 shares 45,173 $2.73M <0.01% +1,865 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,532 shares; 2024Q4: 234,687 shares; 2025Q1: 267,229 shares; 2025Q2: 271,253 shares 271,253 $2.73M <0.01% +4,024 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,031 shares; 2024Q4: 15,215 shares; 2025Q1: 12,834 shares; 2025Q2: 11,708 shares 11,708 $2.71M <0.01% -1,126 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,295 shares; 2024Q4: 27,963 shares; 2025Q1: 27,154 shares; 2025Q2: 24,490 shares 24,490 $2.71M <0.01% -2,664 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,774 shares; 2024Q4: 58,357 shares; 2025Q1: 58,939 shares; 2025Q2: 21,328 shares 21,328 $2.7M <0.01% -37,611 Timeline XMLV 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: 44,816 shares; 2024Q4: 41,934 shares; 2025Q1: 41,592 shares; 2025Q2: 43,690 shares 43,690 $2.69M <0.01% +2,098 Timeline KAUG 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: 84,438 shares; 2024Q4: 115,284 shares; 2025Q1: 116,884 shares; 2025Q2: 108,136 shares 108,136 $2.69M <0.01% -8,748 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,421 shares; 2024Q4: 42,915 shares; 2025Q1: 56,973 shares; 2025Q2: 52,206 shares 52,206 $2.68M <0.01% -4,767 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,774 shares; 2024Q4: 187,217 shares; 2025Q1: 234,275 shares; 2025Q2: 189,507 shares 189,507 $2.68M <0.01% -44,768 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,677 shares; 2024Q4: 31,109 shares; 2025Q1: 35,269 shares; 2025Q2: 63,853 shares 63,853 $2.68M <0.01% +28,584 Timeline ZJUL 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: 95,050 shares; 2024Q4: 95,050 shares; 2025Q1: 95,050 shares; 2025Q2: 95,050 shares 95,050 $2.68M <0.01% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 36,719 shares 36,719 $2.68M <0.01% new Timeline BKLN 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: 75,005 shares; 2024Q4: 98,724 shares; 2025Q1: 110,090 shares; 2025Q2: 127,720 shares 127,720 $2.67M <0.01% +17,630 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,297 shares; 2024Q4: 17,843 shares; 2025Q1: 17,035 shares; 2025Q2: 17,403 shares 17,403 $2.67M <0.01% +368 Timeline GNMA 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: 61,222 shares; 2024Q4: 60,715 shares; 2025Q1: 60,582 shares; 2025Q2: 60,726 shares 60,726 $2.67M <0.01% +144 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,734 shares; 2024Q4: 17,651 shares; 2025Q1: 14,973 shares; 2025Q2: 41,518 shares 41,518 $2.66M <0.01% +26,545 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,223 shares; 2024Q4: 68,536 shares; 2025Q1: 70,496 shares; 2025Q2: 41,910 shares 41,910 $2.65M <0.01% -28,586 Timeline BSMU 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: 66,186 shares; 2024Q4: 71,008 shares; 2025Q1: 94,320 shares; 2025Q2: 122,513 shares 122,513 $2.63M <0.01% +28,193 Timeline EWP 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: 62,566 shares; 2024Q4: 62,449 shares; 2025Q1: 48,793 shares; 2025Q2: 59,773 shares 59,773 $2.63M <0.01% +10,980 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,563 shares; 2025Q1: 1,466 shares; 2025Q2: 1,464 shares 1,464 $2.63M <0.01% -2 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,694 shares; 2024Q4: 135,920 shares; 2025Q1: 135,422 shares; 2025Q2: 138,271 shares 138,271 $2.63M <0.01% +2,849 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,761 shares; 2024Q4: 36,294 shares; 2025Q1: 36,856 shares; 2025Q2: 32,803 shares 32,803 $2.63M <0.01% -4,053 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,300 shares 105,300 $2.62M <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,042 shares; 2024Q4: 35,530 shares; 2025Q1: 33,689 shares; 2025Q2: 34,412 shares 34,412 $2.61M <0.01% +723 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,334 shares; 2024Q4: 331,633 shares; 2025Q1: 356,206 shares; 2025Q2: 381,011 shares 381,011 $2.59M <0.01% +24,805 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,870 shares; 2024Q4: 91,995 shares; 2025Q1: 93,403 shares; 2025Q2: 95,610 shares 95,610 $2.59M <0.01% +2,207 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,751 shares; 2024Q4: 52,737 shares; 2025Q1: 52,737 shares; 2025Q2: 91,773 shares 91,773 $2.59M <0.01% +39,036 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 13,780 shares; 2025Q1: 13,755 shares; 2025Q2: 13,636 shares 13,636 $2.59M <0.01% -119 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,544 shares; 2024Q4: 85,163 shares; 2025Q1: 117,024 shares; 2025Q2: 127,529 shares 127,529 $2.59M <0.01% +10,505 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,467 shares; 2024Q4: 248,303 shares; 2025Q1: 245,888 shares; 2025Q2: 280,342 shares 280,342 $2.58M <0.01% +34,454 CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 33,860 shares; 2025Q1: 263,967 shares; 2025Q2: 289,924 shares 289,924 $2.57M <0.01% +25,957 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,138 shares; 2024Q4: 7,682 shares; 2025Q1: 18,257 shares; 2025Q2: 19,146 shares 19,146 $2.57M <0.01% +889 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,420 shares; 2024Q4: 231,194 shares; 2025Q1: 268,675 shares; 2025Q2: 223,773 shares 223,773 $2.56M <0.01% -44,902 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,928 shares; 2024Q4: 58,768 shares; 2025Q1: 62,406 shares; 2025Q2: 52,171 shares 52,171 $2.55M <0.01% -10,235 Timeline EMGF 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: 53,205 shares; 2024Q4: 49,974 shares; 2025Q1: 47,903 shares; 2025Q2: 48,775 shares 48,775 $2.54M <0.01% +872 Timeline BSMT 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: 105,550 shares; 2024Q4: 111,951 shares; 2025Q1: 113,463 shares; 2025Q2: 111,801 shares 111,801 $2.54M <0.01% -1,662 Timeline ZSEP 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: 114,566 shares; 2024Q4: 114,566 shares; 2025Q1: 98,286 shares; 2025Q2: 97,699 shares 97,699 $2.53M <0.01% -587 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 6,839 shares; 2025Q1: 12,037 shares; 2025Q2: 35,824 shares 35,824 $2.52M <0.01% +23,787 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,597 shares; 2024Q4: 36,732 shares; 2025Q1: 35,014 shares; 2025Q2: 35,640 shares 35,640 $2.52M <0.01% +626 Timeline IOO 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: 11,831 shares; 2024Q4: 23,389 shares; 2025Q1: 23,262 shares; 2025Q2: 23,328 shares 23,328 $2.51M <0.01% +66 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,089 shares; 2024Q4: 146,786 shares; 2025Q1: 140,735 shares; 2025Q2: 130,322 shares 130,322 $2.51M <0.01% -10,413 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,751 shares; 2024Q4: 75,389 shares; 2025Q1: 79,481 shares; 2025Q2: 61,622 shares 61,622 $2.5M <0.01% -17,859 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,085 shares; 2024Q4: 34,800 shares; 2025Q1: 34,671 shares; 2025Q2: 33,494 shares 33,494 $2.5M <0.01% -1,177 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,406 shares; 2024Q4: 20,191 shares; 2025Q1: 20,207 shares; 2025Q2: 20,226 shares 20,226 $2.5M <0.01% +19 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,218 shares; 2024Q4: 172,382 shares; 2025Q1: 167,518 shares; 2025Q2: 169,518 shares 169,518 $2.5M <0.01% +2,000 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,491 shares; 2024Q4: 65,524 shares; 2025Q1: 69,250 shares; 2025Q2: 61,698 shares 61,698 $2.49M <0.01% -7,552 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,698 shares; 2024Q4: 11,490 shares; 2025Q1: 13,685 shares; 2025Q2: 12,000 shares 12,000 $2.49M <0.01% -1,685 Timeline TAXF 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: 133,941 shares; 2024Q4: 138,290 shares; 2025Q1: 152,577 shares; 2025Q2: 50,785 shares 50,785 $2.48M <0.01% -101,792 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,970 shares; 2024Q4: 52,042 shares; 2025Q1: not reported; 2025Q2: 234,155 shares 234,155 $2.48M <0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 3,471 shares; 2025Q1: 3,621 shares; 2025Q2: 10,624 shares 10,624 $2.47M <0.01% +7,003 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,129 shares; 2024Q4: 81,698 shares; 2025Q1: 102,045 shares; 2025Q2: 98,097 shares 98,097 $2.47M <0.01% -3,948 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,769 shares; 2024Q4: 108,740 shares; 2025Q1: 109,037 shares; 2025Q2: 77,984 shares 77,984 $2.47M <0.01% -31,053 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,674 shares; 2024Q4: 25,883 shares; 2025Q1: 24,691 shares; 2025Q2: 24,294 shares 24,294 $2.46M <0.01% -397 Timeline GUILD HLDGS CO GUILD HLDGS CO More: the full row for GUILD HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 125,311 shares; 2025Q1: 124,257 shares; 2025Q2: 124,167 shares 124,167 $2.45M <0.01% -90 EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS 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: 13,501 shares; 2024Q4: 13,493 shares; 2025Q1: 23,469 shares; 2025Q2: 76,514 shares 76,514 $2.44M <0.01% +53,045 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,279 shares; 2024Q4: 211,124 shares; 2025Q1: 120,669 shares; 2025Q2: 98,912 shares 98,912 $2.44M <0.01% -21,757 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,597 shares; 2024Q4: 15,582 shares; 2025Q1: 19,734 shares; 2025Q2: 19,100 shares 19,100 $2.44M <0.01% -634 Timeline IBTP 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: 73,856 shares; 2025Q1: 85,000 shares; 2025Q2: 94,761 shares 94,761 $2.44M <0.01% +9,761 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,178 shares; 2024Q4: 32,230 shares; 2025Q1: 29,168 shares; 2025Q2: 33,227 shares 33,227 $2.43M <0.01% +4,059 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,046 shares; 2024Q4: 43,578 shares; 2025Q1: 41,830 shares; 2025Q2: 46,864 shares 46,864 $2.43M <0.01% +5,034 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,599 shares; 2024Q4: 29,096 shares; 2025Q1: 30,701 shares; 2025Q2: 21,263 shares 21,263 $2.43M <0.01% -9,438 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,512 shares; 2024Q4: 146,034 shares; 2025Q1: 151,938 shares; 2025Q2: 150,660 shares 150,660 $2.43M <0.01% -1,278 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,260 shares; 2024Q4: 51,294 shares; 2025Q1: 51,024 shares; 2025Q2: 45,891 shares 45,891 $2.42M <0.01% -5,133 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,803 shares; 2024Q4: 57,430 shares; 2025Q1: 48,716 shares; 2025Q2: 67,515 shares 67,515 $2.42M <0.01% +18,799 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,486 shares; 2024Q4: 15,979 shares; 2025Q1: 15,581 shares; 2025Q2: 16,777 shares 16,777 $2.42M <0.01% +1,196 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,761 shares; 2024Q4: 104,602 shares; 2025Q1: 88,736 shares; 2025Q2: 81,741 shares 81,741 $2.41M <0.01% -6,995 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,203 shares; 2024Q4: 12,299 shares; 2025Q1: 12,304 shares; 2025Q2: 12,382 shares 12,382 $2.41M <0.01% +78 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,385 shares; 2024Q4: 20,604 shares; 2025Q1: 17,254 shares; 2025Q2: 13,335 shares 13,335 $2.4M <0.01% -3,919 Timeline GII 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: 43,633 shares; 2025Q1: 51,485 shares; 2025Q2: 35,656 shares 35,656 $2.4M <0.01% -15,829 Timeline RWR 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: 9,961 shares; 2024Q4: 10,368 shares; 2025Q1: 12,695 shares; 2025Q2: 24,848 shares 24,848 $2.4M <0.01% +12,153 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 24,486 shares; 2025Q1: 36,119 shares; 2025Q2: 55,710 shares 55,710 $2.39M <0.01% +19,591 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,316 shares; 2024Q4: 31,708 shares; 2025Q1: 33,033 shares; 2025Q2: 49,196 shares 49,196 $2.39M <0.01% +16,163 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,289 shares; 2024Q4: 48,749 shares; 2025Q1: 51,061 shares; 2025Q2: 52,784 shares 52,784 $2.39M <0.01% +1,723 Timeline EWI 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: 56,135 shares; 2024Q4: 55,768 shares; 2025Q1: 43,836 shares; 2025Q2: 49,535 shares 49,535 $2.38M <0.01% +5,699 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,213 shares; 2024Q4: 58,703 shares; 2025Q1: 69,147 shares; 2025Q2: 61,208 shares 61,208 $2.38M <0.01% -7,939 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,223 shares; 2024Q4: 13,247 shares; 2025Q1: 13,328 shares; 2025Q2: 13,125 shares 13,125 $2.38M <0.01% -203 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,268 shares; 2024Q4: 144,253 shares; 2025Q1: 148,264 shares; 2025Q2: 157,963 shares 157,963 $2.38M <0.01% +9,699 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,669 shares; 2024Q4: 93,439 shares; 2025Q1: 78,254 shares; 2025Q2: 72,806 shares 72,806 $2.38M <0.01% -5,448 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,870 shares; 2024Q4: 57,773 shares; 2025Q1: 27,850 shares; 2025Q2: 22,766 shares 22,766 $2.37M <0.01% -5,084 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,982 shares; 2024Q4: 102,700 shares; 2025Q1: 97,734 shares; 2025Q2: 101,092 shares 101,092 $2.37M <0.01% +3,358 Timeline IMCG 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: 33,793 shares; 2024Q4: 31,049 shares; 2025Q1: 30,545 shares; 2025Q2: 29,443 shares 29,443 $2.36M <0.01% -1,102 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: not reported; 2025Q1: 2,982 shares; 2025Q2: 32,209 shares 32,209 $2.36M <0.01% +29,227 Timeline SILJ 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: 135,563 shares; 2024Q4: 145,401 shares; 2025Q1: 155,337 shares; 2025Q2: 159,148 shares 159,148 $2.36M <0.01% +3,811 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,400 shares; 2024Q4: 50,485 shares; 2025Q1: 41,631 shares; 2025Q2: 42,303 shares 42,303 $2.35M <0.01% +672 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,790 shares; 2024Q4: 385,354 shares; 2025Q1: 568,557 shares; 2025Q2: 53,904 shares 53,904 $2.35M <0.01% -514,653 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 27,537 shares; 2025Q2: 77,863 shares 77,863 $2.34M <0.01% +50,326 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,877 shares; 2024Q4: 114,336 shares; 2025Q1: 114,403 shares; 2025Q2: 22,439 shares 22,439 $2.33M <0.01% -91,964 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,355 shares; 2024Q4: 63,146 shares; 2025Q1: 55,409 shares; 2025Q2: 63,220 shares 63,220 $2.33M <0.01% +7,811 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,679 shares; 2024Q4: 42,501 shares; 2025Q1: 40,418 shares; 2025Q2: 40,360 shares 40,360 $2.33M <0.01% -58 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,319 shares; 2024Q4: 11,342 shares; 2025Q1: 8,235 shares; 2025Q2: 13,711 shares 13,711 $2.32M <0.01% +5,476 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,410 shares; 2024Q4: 150,596 shares; 2025Q1: 155,304 shares; 2025Q2: 169,218 shares 169,218 $2.3M <0.01% +13,914 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,756 shares; 2025Q1: 9,212 shares; 2025Q2: 9,784 shares 9,784 $2.3M <0.01% +572 Timeline DHS 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: 21,798 shares; 2024Q4: 21,911 shares; 2025Q1: 22,885 shares; 2025Q2: 23,972 shares 23,972 $2.3M <0.01% +1,087 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,338 shares; 2024Q4: 84,705 shares; 2025Q1: 72,282 shares; 2025Q2: 57,034 shares 57,034 $2.3M <0.01% -15,248 Timeline IHF 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: 71,607 shares; 2024Q4: 62,163 shares; 2025Q1: 58,185 shares; 2025Q2: 47,224 shares 47,224 $2.3M <0.01% -10,961 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 15,234 shares; 2025Q1: 14,937 shares; 2025Q2: 14,664 shares 14,664 $2.29M <0.01% -273 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,067 shares; 2024Q4: 40,002 shares; 2025Q1: 40,682 shares; 2025Q2: 38,684 shares 38,684 $2.28M <0.01% -1,998 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,817 shares; 2024Q4: 31,822 shares; 2025Q1: 31,830 shares; 2025Q2: 31,823 shares 31,823 $2.28M <0.01% -7 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 7,683 shares; 2025Q1: 15,449 shares; 2025Q2: 14,669 shares 14,669 $2.28M <0.01% -780 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,287 shares; 2024Q4: 53,050 shares; 2025Q1: 52,922 shares; 2025Q2: 51,316 shares 51,316 $2.28M <0.01% -1,606 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I 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: not reported; 2025Q1: not reported; 2025Q2: 30,034 shares 30,034 $2.27M <0.01% new Timeline